>>Yeah. >>Hello. Welcome to the Special Cube conversation here in Palo Alto, California. I'm John for a host of the Cube. We have a conversation around a I for the enterprise. What this means I got two great guests. John Finelli, Vice President, virtual GPU at NVIDIA and Maurizio D V D C T o University of Pisa in Italy. Uh, Practitioner, customer partner, um, got VM world coming up. A lot of action happening in the enterprise. John. Great to see you. Nice to meet you. Remotely coming in from Italy for this remote. >>John. Thanks for having us on again. >>Yeah. Nice to meet >>you. I wish we could be in person face to face, but that's coming soon. Hopefully, John, you were talking. We were just talking about before we came on camera about AI for the enterprise. And the last time I saw you in person was in Cuba interview. We were talking about some of the work you guys were doing in AI. It's gotten so much stronger and broader and the execution of an video, the success you're having set the table for us. What is the ai for the enterprise conversation frame? >>Sure. So, um, we, uh we've been working with enterprises today on how they can deliver a I or explore AI or get involved in a I, um uh, in a standard way in the way that they're used to managing and operating their data centre. Um, writing on top of you know, they're Dell servers with B M or V sphere. Um, so that AI feels like a standard workload that night organisation can deliver to their engineers and data scientists. And then the flip side of that, of course, is ensuring that engineers and data scientists get the workloads position to them or have access to them in the way that they need them. So it's no longer a trouble ticket that you have to submit to, I t and you know, count the hours or days or weeks until you you can get new hardware, right By being able to pull it into the mainstream data centre. I can enable self service provisioning for those folks. So we actually we make a I more consumable or easier to manage for I t administrators and then for the engineers and the data scientists, etcetera. We make it easy for them to get access to those resources so they can get to their work right away. >>Quite progress in the past two years. Congratulations on that and looking. It's only the beginning is Day one Mercy. I want to ask you about what's going on as the CTO University piece of what's happening down there. Tell us a little bit about what's going on. You have the centre of excellence there. What does that mean? What does that include? >>Uh, you know, uh, University of Peace. Are you one of one of the biggest and oldest in Italy? Uh, if you have to give you some numbers is around 50 K students and 3000 staff between, uh, professors resurgence and that cabinet receive staff. So I we are looking into data operation of the centres and especially supports for scientific computing. And, uh, this is our our daily work. Let's say this, uh, taking us a lot of times, but, you know, we are able to, uh, reserve a merchant percentage of our time, Uh, for r and D, And this is where the centre of excellence is, Uh, is coming out. Uh, so we are always looking into new kinds of technologies that we can put together to build new solutions to do next generation computing gas. We always say we are looking for the right partners to do things together. And at the end of the day is the work that is good for us is good for our partners and typically, uh, ends in a production system for our university. So is the evolution of the scientific computing environment that we have. >>Yeah. And you guys have a great track record and reputation of, you know, R and D, testing software, hardware combinations and sharing those best practises, you know, with covid impact in the world. Certainly we see it on the supply chain side. Uh, and John, we heard Jensen, your CEO and video talk multiple keynotes. Now about software, uh, and video being a software company. Dell, you mentioned Dale and VM Ware. You know, Covid has brought this virtualisation world back. And now hybrid. Those are words that we used basically in the text industry. Now it's you're hearing hybrid and virtualisation kicked around in real world. So it's ironic that vm ware and El, uh, and the Cube eventually all of us together doing more virtual stuff. So with covid impacting the world, how does that change you guys? Because software is more important. You gotta leverage the hardware you got, Whether it's Dell or in the cloud, this is a huge change. >>Yeah. So, uh, as you mentioned organisations and enterprises, you know, they're looking at things differently now, Um, you know, the idea of hybrid. You know, when you talk to tech folks and we think about hybrid, we always think about you know, how the different technology works. Um, what we're hearing from customers is hybrid, you know, effectively translates into, you know, two days in the office, three days remote, you know, in the future when they actually start going back to the office. So hybrid work is actually driving the need for hybrid I t. Or or the ability to share resources more effectively. Um, And to think about having resources wherever you are, whether you're working from home or you're in the office that day, you need to have access to the same resources. And that's where you know the the ability to virtualize those resources and provide that access makes that hybrid part seamless >>mercy What's your world has really changed. You have students and faculty. You know, Things used to be easy in the old days. Physical in this network. That network now virtual there. You must really be having him having impact. >>Yeah, we have. We have. Of course. As you can imagine, a big impact, Uh, in any kind of the i t offering, uh, from, uh, design new networking technologies, deploying new networking technologies, uh, new kind of operation we find. We found it at them. We were not able anymore to do burr metal operations directly, but, uh, from the i t point of view, uh, we were how can I say prepared in the sense that, uh, we ran from three or four years parallel, uh, environment. We have bare metal and virtual. So as you can imagine, traditional bare metal HPC cluster D g d g X machines, uh, multi GPU s and so on. But in parallel, we have developed, uh, visual environment that at the beginning was, as you can imagine, used, uh, for traditional enterprise application, or VD. I, uh, we have a significant significant arise on a farm with the grid for remote desktop remote pull station that we are using for, for example, uh, developing a virtual classroom or visual go stations. And so this is was typical the typical operation that we did the individual world. But in the same infrastructure, we were able to develop first HPC individual borders of utilisation of the HPC resources for our researchers and, uh, at the end, ai ai offering and ai, uh, software for our for our researchers, you can imagine our vehicle infrastructure as a sort of white board where we are able to design new solution, uh, in a fast way without losing too much performance. And in the case of the AI, we will see that we the performance are almost the same at the bare metal. But with all the flexibility that we needed in the covid 19 world and in the future world, too. >>So a couple things that I want to get John's thoughts as well performance you mentioned you mentioned hybrid virtual. How does VM Ware and NVIDIA fit into all this as you put this together, okay, because you bring up performance. That's now table stakes. He's leading scale and performance are really on the table. everyone's looking at it. How does VM ware an NVIDIA John fit in with the university's work? >>Sure. So, um, I think you're right when it comes to, uh, you know, enterprises or mainstream enterprises beginning their initial foray into into a I, um there are, of course, as performance in scale and also kind of ease of use and familiarity are all kind of things that come into play in terms of when an enterprise starts to think about it. And, um, we have a history with VM Ware working on this technology. So in 2019, we introduced our virtual compute server with VM Ware, which allowed us to effectively virtual is the Cuda Compute driver at last year's VM World in 2020 the CEOs of both companies got together and made an announcement that we were going to bring a I R entire video AI platform to the Enterprise on top of the sphere. And we did that, Um, starting in March this year, we we we finalise that with the introduction of GM wears V, Sphere seven, update two and the early access at the time of NVIDIA ai Enterprise. And, um, we have now gone to production with both of those products. And so customers, Um, like the University of Pisa are now using our production capabilities. And, um, whenever you virtualize in particular and in something like a I where performances is really important. Um, the first question that comes up is, uh doesn't work and And how quickly does it work Or or, you know, from an I t audience? A lot of times you get the How much did it slow down? And and and so we We've worked really closely from an NVIDIA software perspective and a bm wear perspective. And we really talk about in media enterprise with these fair seven as optimist, certified and supported. And the net of that is, we've been able to run the standard industry benchmarks for single node as well as multi note performance, with about maybe potentially a 2% degradation in performance, depending on the workload. Of course, it's very different, but but effectively being able to trade that performance for the accessibility, the ease of use, um, and even using things like we realise, automation for self service for the data scientists, Um and so that's kind of how we've been pulling it together for the market. >>Great stuff. Well, I got to ask you. I mean, people have that reaction of about the performance. I think you're being polite. Um, around how you said that shows the expectation. It's kind of sceptical, uh, and so I got to ask you, the impact of this is pretty significant. What is it now that customers can do that? They couldn't or couldn't feel they had before? Because if the expectations as well as it worked well, I mean, there's a fast means. It works, but like performance is always concerned. What's different now? What what's the bottom line impact on what country do now that they couldn't do before. >>So the bottom line impact is that AI is now accessible for the enterprise across there. Called their mainstream data centre, enterprises typically use consistent building blocks like the Dell VX rail products, right where they have to use servers that are common standard across the data centre. And now, with NVIDIA Enterprise and B M R V sphere, they're able to manage their AI in the same way that they're used to managing their data centre today. So there's no retraining. There's no separate clusters. There isn't like a shadow I t. So this really allows an enterprise to efficiently deploy um, and cost effectively Deploy it, uh, it without because there's no performance degradation without compromising what their their their data scientists and researchers are looking for. And then the flip side is for the data science and researcher, um, using some of the self service automation that I spoke about earlier, they're able to get a virtual machine today that maybe as a half a GPU as their models grow, they do more exploring. They might get a full GPU or or to GPS in a virtual machine. And their environment doesn't change because it's all connected to the back end storage. And so for the for the developer and the researcher, um, it makes it seamless. So it's really kind of a win for both Nike and for the user. And again, University of Pisa is doing some amazing things in terms of the workloads that they're doing, Um, and, uh and, uh, and are validating that performance. >>Weigh in on this. Share your opinion on or your reaction to that, What you can do now that you couldn't do before. Could you share your experience? >>Our experience is, uh, of course, if you if you go to your, uh, data scientists or researchers, the idea of, uh, sacrificing four months to flexibility at the beginning is not so well accepted. It's okay for, uh, for the Eid management, As John was saying, you have people that is know how to deal with the virtual infrastructure, so nothing changed for them. But at the end of the day, we were able to, uh, uh, test with our data. Scientists are researchers veteran The performance of us almost similar around really 95% of the performance for the internal developer developer to our work clothes. So we are not dealing with benchmarks. We have some, uh, work clothes that are internally developed and apply to healthcare music generator or some other strange project that we have inside and were able to show that the performance on the beautiful and their metal world were almost the same. We, the addition that individual world, you are much more flexible. You are able to reconfigure every finger very fast. You are able to design solution for your researcher, uh, in a more flexible way. An effective way we are. We were able to use the latest technologies from Dell Technologies and Vidia. You can imagine from the latest power edge the latest cuts from NVIDIA. The latest network cards from NVIDIA, like the blue Field to the latest, uh, switches to set up an infrastructure that at the end of the day is our winning platform for our that aside, >>a great collaboration. Congratulations. Exciting. Um, get the latest and greatest and and get the new benchmarks out their new playbooks. New best practises. I do have to ask you marriage, if you don't mind me asking why Look at virtualizing ai workloads. What's the motivation? Why did you look at virtualizing ai work clothes? >>Oh, for the sake of flexibility Because, you know, uh, in the latest couple of years, the ai resources are never enough. So we are. If you go after the bare metal, uh, installation, you are going into, uh, a world that is developing very fastly. But of course, you can afford all the bare metal, uh, infrastructure that your data scientists are asking for. So, uh, we decided to integrate our view. Dual infrastructure with AI, uh, resources in order to be able to, uh, use in different ways in a more flexible way. Of course. Uh, we have a We have a two parallels world. We still have a bare metal infrastructure. We are growing the bare metal infrastructure. But at the same time, we are growing our vehicle infrastructure because it's flexible, because we because our our stuff, people are happy about how the platform behaviour and they know how to deal them so they don't have to learn anything new. So it's a sort of comfort zone for everybody. >>I mean, no one ever got hurt virtualizing things that makes it makes things go better faster building on on that workloads. John, I gotta ask you, you're on the end video side. You You see this real up close than video? Why do people look at virtualizing ai workloads is the unification benefit. I mean, ai implies a lot of things, implies you have access to data. It implies that silos don't exist. I mean, that doesn't mean that's hard. I mean, is this real people actually looking at this? How is it working? >>Yeah. So? So again, um you know for all the benefits and activity today AI brings a I can be pretty complex, right? It's complex software to set up and to manage. And, um, within the day I enterprise, we're really focusing in on ensuring that it's easier for organisations to use. For example Um, you know, I mentioned you know, we we had introduced a virtual compute server bcs, um uh, two years ago and and that that has seen some some really interesting adoption. Some, uh, enterprise use cases. But what we found is that at the driver level, um, it still wasn't accessible for the majority of enterprises. And so what we've done is we've built upon that with NVIDIA Enterprise and we're bringing in pre built containers that remove some of the complexities. You know, AI has a lot of open source components and trying to ensure that all the open source dependencies are resolved so you can get the AI developers and researchers and data scientists. Actually doing their work can be complex. And so what we've done is we've brought these pre built containers that allow you to do everything from your initial data preparation data science, using things like video rapids, um, to do your training, using pytorch and tensorflow to optimise those models using tensor rt and then to deploy them using what we call in video Triton Server Inference in server. Really helping that ai loop become accessible, that ai workflow as something that an enterprise can manage as part of their common core infrastructure >>having the performance and the tools available? It's just a huge godsend people love. That only makes them more productive and again scales of existing stuff. Okay, great stuff. Great insight. I have to ask, What's next one's collaboration? This is one of those better together situations. It's working. Um, Mauricio, what's next for your collaboration with Dell VM Ware and video? >>We will not be for sure. We will not stop here. Uh, we are just starting working on new things, looking for new development, uh, looking for the next beast. Come, uh, you know, the digital world is something that is moving very fast. Uh, and we are We will not We will not stop here because because they, um the outcome of this work has been a very big for for our research group. And what John was saying This the fact that all the software stock for AI are simplified is something that has been, uh, accepted. Very well, of course you can imagine researching is developing new things. But for people that needs, uh, integrated workflow. The work that NVIDIA has done in the development of software package in developing containers, that gives the end user, uh, the capabilities of running their workloads is really something that some years ago it was unbelievable. Now, everything is really is really easy to manage. >>John mentioned open source, obviously a big part of this. What are you going to? Quick, Quick follow if you don't mind. Are you going to share your results so people can can look at this so they can have an easier path to AI? >>Oh, yes, of course. All the all the work, The work that is done at an ideal level from University of Visa is here to be shared. So we we as, uh, as much as we have time to write down we are. We are trying to find a way to share the results of the work that we're doing with our partner, Dell and NVIDIA. So for sure will be shared >>well, except we'll get that link in the comments, John, your thoughts. Final thoughts on the on the on the collaboration, uh, with the University of Pisa and Delvian, where in the video is is all go next? >>Sure. So So with University of Pisa, We're you know, we're absolutely, uh, you know, grateful to Morocco and his team for the work they're doing and the feedback they're sharing with us. Um, we're learning a lot from them in terms of things we can do better and things that we can add to the product. So that's a fantastic collaboration. Um, I believe that Mauricio has a session at the M World. So if you want to actually learn about some of the workloads, um, you know, they're doing, like, music generation. They're doing, you know, covid 19 research. They're doing deep, multi level, uh, deep learning training. So there's some really interesting work there, and so we want to continue that partnership. University of Pisa, um, again, across all four of us, uh, university, NVIDIA, Dell and VM Ware. And then on the tech side, you know, for our enterprise customers, um, you know, one of the things that we actually didn't speak much about was, um I mentioned that the product is optimised certified and supported, and I think that support cannot be understated. Right? So as enterprises start to move into these new areas, they want to know that they can pick up the phone and call in video or VM ware. Adele, and they're going to get support for these new workloads as they're running them. Um, we were also continuing, uh, you know, to to think about we spent a lot of time today on, like, the developer side of things and developing ai. But the flip side of that, of course, is that when those ai apps are available or ai enhanced apps, right, Pretty much every enterprise app today is adding a I capabilities all of our partners in the enterprise software space and so you can think of a beady eye enterprises having a runtime component so that as you deploy your applications into the data centre, they're going to be automatically take advantage of the GPS that you have there. And so we're seeing this, uh, future as you're talking about the collaboration going forward, where the standard data centre building block still maintains and is going to be something like a VX rail two U server. But instead of just being CPU storage and RAM, they're all going to go with CPU, GPU, storage and RAM. And that's going to be the norm. And every enterprise application is going to be infused with AI and be able to take advantage of GPS in that scenario. >>Great stuff, ai for the enterprise. This is a great QB conversation. Just the beginning. We'll be having more of these virtualizing ai workloads is real impacts data scientists impacts that compute the edge, all aspects of the new environment we're all living in. John. Great to see you, Maurizio here to meet you and all the way in Italy looking for the meeting in person and good luck in your session. I just got a note here on the session. It's at VM World. Uh, it's session 22 63 I believe, um And so if anyone's watching, Want to check that out? Um, love to hear more. Thanks for coming on. Appreciate it. >>Thanks for having us. Thanks to >>its acute conversation. I'm John for your host. Thanks for watching. We'll talk to you soon. Yeah,

>>from around the globe. It's the >>cube >>With digital coverage of IBM think 2021 brought to you by IBM. Welcome back to the cube coverage of IBM Think 2021. I'm john for the host of the cube here for virtual event Cameron Siva who's here with corporate vice president with a M. D. Uh CVP and business development. Great to see you. Thanks for coming on the cube. >>Nice to be. It's an honor to be here. >>You know, love A. M. D. Love the growth, love the processors. Epic 7000 and three series was just launched. Its out in the field. Give us a quick overview of the of the of the processor, how it's doing and how it's going to help us in the data center and the edge >>for sure. No this is uh this is an exciting time for A. M. D. This is probably one of the most exciting times uh to be honest and in my 2020 plus years of uh working in sex industry, I think I've never been this excited about a new product as I am about the the third generation ethic processor that were just announced. Um So the Epic 7003, what we're calling it a series processor. It's just a fantastic product. We not only have the fastest server processor in the world with the AMG Epic 7763 but we also have the fastest CPU core so that the process of being the complete package to complete socket and then we also the fastest poor in the world with the the Epic um 72 F three for frequency. So that one runs run super fast on each core. And then we also have 64 cores in the CPU. So it's it's addressing both kind of what we call scale up and scale out. So it's overall overall just just an enormous, enormous product line that that I think um you know, we'll be we'll be amazing within within IBM IBM cloud. Um The processor itself includes 256 megabytes of L three cache, um you know, cash is super important for a variety of workloads in the large cache size. We have shown our we've seen scale in particular cloud applications, but across the board, um you know, database, uh java all sorts of things. This processor is also based on the Zen three core, which is basically 19% more instructions per cycle relative to ours, N two. So that was the prior generation, the second generation Epic Force, which is called Rome. So this this new CPU is actually quite a bit more capable. It runs also at a higher frequency with both the 64 4 and the frequency optimized device. Um and finally, we have um what we call all in features. So rather than kind of segment our product line and charge you for every little, you know, little thing you turn on or off. We actually have all in features includes, you know, really importantly security, which is becoming a big, big team and something that we're partnering with IBM very closely on um and then also things like 628 lanes of pc I E gen four, um are your faces that grew up to four terabytes so you can do these big large uh large um in memory databases. The pc I interfaces gives you lots and lots of storage capability so all in all super products um and we're super excited to be working with IBM honest. >>Well let's get into some of the details on this impact because obviously it's not just one place where these processes are going to live. You're seeing a distributed surface area core to edge um, cloud and hybrid is now in play. It's pretty much standard now. Multi cloud on the horizon. Company's gonna start realizing, okay, I gotta put this to work and I want to get more insights out of the data and civilian applications that are evolving on this. But you guys have seen some growth in the cloud with the Epic processors, what can customers expect and why our cloud providers choosing Epic processors, >>you know, a big part of this is actually the fact that I that am be um delivers upon our roadmap. So we, we kind of do what we say and say what we do and we delivered on time. Um so we actually announced I think was back in august of 2019, their second generation, Epic part and then now in March, we are now in the third generation. Very much on schedule. Very much um, intern expectations and meeting the performance that we had told the industry and told our customers that we're going to meet back then. So it's a really super important pieces that our customers are now learning to expect performance, jenin, Jenin and on time from A. M. D, which is, which is uh, I think really a big part of our success. The second thing is, I think, you know, we are, we are a leader in terms of the core density that we provide and cloud in particular really values high density. So the 64 cores is absolutely unique today in the industry and that it has the ability to be offered both in uh bare metal. Um, as we have been deployed in uh, in IBM cloud and also in virtualized type environment. So it has that ability to spend a lot of different use cases. Um and you can, you know, you can run each core uh really fast, But then also have the scale out and then be able to take advantage of all 64 cores. Each core has two threads up to 128 threads per socket. It's a super powerful uh CPU and it has a lot of value for um for the for the cloud cloud provider, they're actually about over 400 total instances by the way of A. M. D processors out there. And that's all the flavors, of course, not just that they're generation, but still it's it's starting to really proliferate. We're trying to see uh M d I think all across the cloud, >>more cores, more threads all goodness. I gotta ask you, you know, I interviewed Arvin the ceo of IBM before he was Ceo at a conference and you know, he's always been, I know him, he's always loved cloud, right? So, um, but he sees a little bit differently than just being like copying the clouds. He sees it as we see it unfolding here, I think Hybrid. Um, and so I can almost see the playbook evolving. You know, Red has an operating system, Cloud and Edge is a distributed system, it's got that vibe of a system architecture, almost got processors everywhere. Could you give us a sense of the over an overview of the work you're doing with IBM Cloud and what a M. D s role is there? And I'm curious, could you share for the folks watching too? >>For sure. For sure. By the way, IBM cloud is a fantastic partner to work with. So, so, first off you talked about about the hybrid, hybrid cloud is a really important thing for us and that's um that's an area that we are definitely focused in on. Uh but in terms of our specific joint partnerships and we do have an announcement last year. Um so it's it's it's somewhat public, but we are working together on Ai where IBM is a is an undisputed leader with Watson and some of the technologies that you guys bring there. So we're bringing together, you know, it's kind of this real hard work goodness with IBM problems and know how on the AI side. In addition, IBM is also known for um you know, really enterprise grade, yeah, security and working with some of the key sectors that need and value, reliability, security, availability, um in those areas. Uh and so I think that partnership, we have quite a bit of uh quite a strong relationship and partnership around working together on security and doing confidential computer. >>Tell us more about the confidential computing. This is a joint development agreement, is a joint venture joint development agreement. Give us more detail on this. Tell us more about this announcement with IBM cloud, an AMG confidential computing. >>So that's right. So so what uh you know, there's some key pillars to this. One of this is being able to to work together, define open standards, open architecture. Um so jointly with an IBM and also pulling in something assets in terms of red hat to be able to work together and pull together a confidential computer that can so some some key ideas here, we can work with work within a hybrid cloud. We can work within the IBM cloud and to be able to provide you with, provide, provide our joint customers are and customers with uh with unprecedented security and reliability uh in the cloud, >>what's the future of processors, I mean, what should people think when they expect to see innovation? Um Certainly data centers are evolving with core core features to work with hybrid operating model in the cloud. People are getting that edge relationship basically the data centers a large edge, but now you've got the other edges, we got industrial edges, you got consumers, people wearables, you're gonna have more and more devices big and small. Um what's the what's the road map look like? How do you describe the future of a. M. D. In in the IBM world? >>I think I think R I B M M D partnership is bright, future is bright for sure, and I think there's there's a lot of key pieces there. Uh you know, I think IBM brings a lot of value in terms of being able to take on those up earlier, upper uh layers of software and that and the full stack um so IBM strength has really been, you know, as a systems company and as a software company. Right, So combining that with the Andes Silicon, uh divided and see few devices really really is is it's a great combination, I see, you know, I see um growth in uh you know, obviously in in deploying kind of this, this scale out model where we have these very large uh large core count Cpus I see that trend continuing for sure. Uh you know, I think that that is gonna, that is sort of the way of the future that you want cloud data applications that can scale across multi multiple cores within the socket and then across clusters of Cpus with within the data center um and IBM is in a really good position to take advantage of that to go to, to to drive that within the cloud. That income combination with IBM s presence on prem uh and so that's that's where the hybrid hybrid cloud value proposition comes in um and so we actually see ourselves uh you know, playing in both sides, so we do have a very strong presence now and increasingly so on premises as well. And we we partner we were very interested in working with IBM on the on on premises uh with some of some of the key customers and then offering that hybrid connectivity onto, onto the the IBM cloud as well. >>I B M and M. D. Great partnership, great for clarifying and and sharing that insight come, I appreciate it. Thanks for for coming on the cube, I do want to ask you while I got you here. Um kind of a curveball question if you don't mind. As you see hybrid cloud developing one of the big trends is this ecosystem play right? So you're seeing connections between IBM and their and their partners being much more integrated. So cloud has been a big KPI kind of model. You connect people through a. P. I. S. There's a big trend that we're seeing and we're seeing this really in our reporting on silicon angle the rise of a cloud service provider within these ecosystems where hey, I could build on top of IBM cloud and build a great business. Um and as I do that, I might want to look at an architecture like an AMG, how does that fit into to your view as a doing business development over at A. M. D. I mean because because people are building on top of these ecosystems are building their own clouds on top of cloud, you're seeing data. Cloud, just seeing these kinds of clouds, specialty clouds. So I mean we could have a cute cloud on top of IBM maybe someday. So, so I might want to build out a whole, I might be a cloud. So that's more processors needed for you. So how do you see this enablement? Because IBM is going to want to do that, it's kind of like, I'm kind of connecting the dots here in real time, but what's your, what's your take on that? What's your reaction? >>I think, I think that's I think that's right and I think m d isn't, it isn't a pretty good position with IBM to be able to, to enable that. Um we do have some very significant osD partnerships, a lot of which that are leveraged into IBM um such as Red hat of course, but also like VM ware and Nutanix. Um this provide these always V partners provide kind of the base level infrastructure that we can then build upon and then have that have that A P I. And be able to build build um uh the the multi cloud environments that you're talking about. Um and I think that, I think that's right. I think that is that is one of the uh you know, kind of future trends that that we will see uh you know, services that are offered on top of IBM cloud that take advantage of the the capabilities of the platform that come with it. Um and you know, the bare metal offerings that that IBM offer on their cloud is also quite unique um and hyper very performance. Um and so this actually gives um I think uh the the kind of uh call the medic cloud that unique ability to kind of go in and take advantage of the M. D. Hardware at a performance level and at a um uh to take advantage of that infrastructure better than they could in another cloud environments. I think that's that's that's actually very key and very uh one of the one of the features of the IBM problems that differentiates it >>so much headroom there corns really appreciate you sharing that. I think it's a great opportunity. As I say, if you're you want to build and compete. Finally, there's no with the white space with no competition or be better than the competition. So as they say in business, thank you for coming on sharing. Great great future ahead for all builders out there. Thanks for coming on the cube. >>Thanks thank you very much. >>Okay. IBM think cube coverage here. I'm john for your host. Thanks for watching. Mm

>>mhm Yes, Welcome back to the cubes coverage of red hat summit 2021 virtual, which we were in person this year but we're still remote. We still got the Covid coming around the corner. Soon to be in post. Covid got a great guest here, Clayton Coleman architect that red hat cuba love and I've been on many times expanded role again this year. More cloud, more cloud action. Great, great to see you. Thanks for coming on. >>It's a pleasure >>to be here. So great to see you were just riffing before we came on camera about distributed computing uh and the future of the internet, how it's all evolving, how much fun it is, how it's all changing still. The game is still the same, all that good stuff. But here at Red had some and we're gonna get into that, but I want to just get into the hard news and the real big, big opportunities here you're announcing with red hat new managed cloud services portfolio, take us through that. >>Sure. We're continuing to evolve our open shift managed offerings which has grown now to include um the redhead open shift service on amazon to complement our as your redhead open shift service. Um that means that we have um along with our partnership on IBM cloud and open ship dedicated on both a W S and G C P. We now have um managed open shift on all of the major clouds. And along with that we are bringing in and introducing the first, I think really the first step what we see as uh huh growing and involving the hybrid cloud ecosystem on top of open shift and there's many different ways to slice that, but it's about bringing capabilities on top of open shift in multiple environments and multiple clouds in ways that make developers and operation teams more productive because at the heart of it, that's our goal for open shift. And the broader, open source ecosystem is do what makes all of us safer, more, uh, more productive and able to deliver business value? >>Yeah. And that's a great steak you guys put in the ground. Um, and that's great messaging, great marketing, great value proposition. I want to dig into a little bit with you. I mean, you guys have, I think the only native offering on all the clouds out there that I know of, is that true? I mean, you guys have, it's not just, you know, you support AWS as your and I B M and G C P, but native offerings. >>We do not have a native offering on GCPD offered the same service. And this is actually interesting as we've evolved our approach. You know, everyone, when we talk about hybrid, Hybrid is, um, you know, dealing with the realities of the computing world, We live in, um, working with each of the major clouds, trying to deliver the best immigration possible in a way that drives that consistency across those environments. And so actually are open shift dedicated on AWS service gave us the inspiration a lot of the basic foundations for what became the integrated Native service. And we've worked with amazon very closely to make sure that that does the right thing for customers who have chosen amazon. And likewise, we're trying to continue to deliver the best experience, the best operational reliability that we can so that the choice of where you run your cloud, um, where you run your applications, um, matches the decisions you've already made and where your future investments are gonna be. So we want to be where customers are, but we also want to give you that consistency. That has been a hallmark of um of open shift since the beginning. >>Yeah. And thanks for clarifying, I appreciate that because the manage serves on GCB rest or native. Um let me ask about the application services because Jeff Barr from AWS posted a few weeks ago amazon celebrated their 15th birthday. They're still teenagers uh relatively speaking. But one comment he made that he that was interesting to me. And this applies kind of this cloud native megatrend happening is he says the A. P. I. S are basically the same and this brings up the hybrid environment. You guys are always been into the api side of the management with the cloud services and supporting all that. As you guys look at this ecosystem in open source. How is the role of A PS and these integrations? Because without solid integration all these services could break down and certainly the open source, more and more people are coding. So take me through how you guys look at these applications services because many people are predicting more service is going to be on boarding faster than ever before. >>It's interesting. So um for us working across multiple cloud environments, there are many similarities in those mps, but for every similarity there is a difference and those differences are actually what dr costs and drive complexity when you're integrating. Um and I think a lot of the role of this is, you know, the irresponsible to talk about the role of an individual company in the computing ecosystem moving to cloud native because as many of these capabilities are unlocked by large cloud providers and transformations in the kinds of software that we run at scale. You know, everybody is a participant in that. But then you look at the broad swath of developer and operator ecosystem and it's the communities of people who paper over those differences, who write run books and build um you know, the policies and who build the experience and the automation. Um not just in individual products or an individual clouds, but across the open source ecosystem. Whether it's technologies like answerable or Terror form, whether it's best practices websites around running kubernetes, um every every part of the community is really involved in driving up uh driving consistency, um driving predictability and driving reliability and what we try to do is actually work within those constraints um to take the ecosystem and to push it a little bit further. So the A. P. I. S. May be similar, but over time those differences can trip you up. And a lot of what I think we talked about where the industry is going, where where we want to be is everyone ultimately is going to own some responsibility for keeping their services running and making sure that their applications and their businesses are successful. The best outcome would be that the A. P. R. S are the same and they're open and that both the cloud providers and the open source ecosystem and vendors and partners who drive many of these open source communities are actually all working together to have the most consistent environment to make portability a true strength. But when someone does differentiate and has a true best to bring service, we don't want to build artificial walls between those. I mean, I mean, that's hybrid cloud is you're going to make choices that make sense for you if we tell people that their choices don't work or they can't integrate or, you know, an open source project doesn't support this vendor, that vendor, we're actually leaving a lot of the complexity buried in those organizations. So I think this is a great time to, as we turn over for cloud. Native looking at how we, as much as possible try to drive those ap is closer together and the consistency underneath them is both a community and a vendor. And uh for red hat, it's part of what we do is a core mission is trying to make sure that that consistency is actually real. You don't have to worry about those details when you're ignoring them. >>That's a great point. Before I get into some architectural impact, I want to get your thoughts on um, the, this trends going on, Everyone jumps on the bandwagon. You know, you say, oh yeah, I gotta, I want a data cloud, you know, everything is like the new, you know, they saw Snowflake Apollo, I gotta have some, I got some of that data, You've got streaming data services, you've got data services and native into the, these platforms. But a lot of these companies think it's just, you're just gonna get a data cloud, just, it's so easy. Um, they might try something and then they get stuck with it or they have to re factor, >>how do you look >>at that as an architect when you have these new hot trends like say a data cloud, how should customers be thinking about kicking the tires on services like that And how should they think holistically around architect in that? >>There's a really interesting mindset is, uh, you know, we deal with this a lot. Everyone I talked to, you know, I've been with red hat for 10 years now in an open shift. All 10 years of that. We've gone through a bunch of transformations. Um, and every time I talked to, you know, I've talked to the same companies and organizations over the last 10 years, each point in their evolution, they're making decisions that are the right decision at the time. Um, they're choosing a new capability. So platform as a service is a great example of a capability that allowed a lot of really large organizations to standardize. Um, that ties into digital transformation. Ci CD is another big trend where it's an obvious wind. But depending on where you jumped on the bandwagon, depending on when you adopted, you're going to make a bunch of different trade offs. And that, that process is how do we improve the ability to keep all of the old stuff moving forward as well? And so open api is open standards are a big part of that, but equally it's understanding the trade offs that you're going to make and clearly communicating those so with data lakes. Um, there was kind of the 1st and 2nd iterations of data lakes, there was the uh, in the early days these capabilities were knew they were based around open source software. Um, a lot of the Hadoop and big data ecosystem, you know, started based on some of these key papers from amazon and google and others taking infrastructure ideas bringing them to scale. We went through a whole evolution of that and the input and the output of that basically let us into the next phase, which I think is the second phase of data leak, which is we have this data are tools are so much better because of that first phase that the investments we made the first time around, we're going to have to pay another investment to make that transformation. And so I've actually, I never want to caution someone not to jump early, but it has to be the right jump and it has to be something that really gives you a competitive advantage. A lot of infrastructure technology is you should make the choices that you make one or two big bets and sometimes people say this, you call it using their innovation tokens. You need to make the bets on big technologies that you operate more effectively at scale. It is somewhat hard to predict that. I certainly say that I've missed quite a few of the exciting transformations in the field just because, um, it wasn't always obvious that it was going to pay off to the degree that um, customers would need. >>So I gotta ask you on the real time applications side of it, that's been a big trend, certainly in cloud. But as you look at hybrid hybrid cloud environments, for instance, streaming data has been a big issue. Uh any updates there from you on your managed service? >>That's right. So one of we have to manage services um that are both closely aligned three managed services that are closely aligned with data in three different ways. And so um one of them is redhead open shift streams for Apache Kafka, which is managed cloud service that focuses on bringing that streaming data and letting you run it across multiple environments. And I think that, you know, we get to the heart of what's the purpose of uh managed services is to reduce operational overhead and to take responsibilities that allow users to focus on the things that actually matter for them. So for us, um managed open shift streams is really about the flow of data between applications in different environments, whether that's from the edge to an on premise data center, whether it's an on premise data center to the cloud. And increasingly these services which were running in the public cloud, increasingly these services have elements that run in the public cloud, but also key elements that run close to where your applications are. And I think that bridge is actually really important for us. That's a key component of hybrid is connecting the different locations and different footprints. So for us the focus is really how do we get data moving to the right place that complements our API management service, which is an add on for open ship dedicated, which means once you've brought the data and you need to expose it back out to other applications in the environment, you can build those applications on open shift, you can leverage the capabilities of open shift api management to expose them more easily, both to end customers or to other applications. And then our third services redhead open shift data science. Um and that is a, an integration that makes it easy for data scientists in a kubernetes environment. On open shift, they easily bring together the data to make, to analyze it and to help route it is appropriate. So those three facets for us are pretty important. They can be used in many different ways, but that focus on the flow of data across these different environments is really a key part of our longer term strategy. >>You know, all the customer checkboxes there you mentioned earlier. I mean I'll just summarize that that you said, you know, obviously value faster application velocity time to value. Those are like the checkboxes, Gardner told analysts check those lower complexity. Oh, we do the heavy lifting, all cloud benefits, so that's all cool. Everyone kind of gets that, everyone's been around cloud knows devops all those things come into play right now. The innovation focuses on operations and day to operations, becoming much more specific. When people say, hey, I've done some lift and shift, I've done some Greenfield born in the cloud now, it's like, whoa, this stuff, I haven't seen this before. As you start scaling. So this brings up that concept and then you add in multi cloud and hybrid cloud, you gotta have a unified experience. So these are the hot areas right this year, I would say, you know, that day to operate has been around for a while, but this idea of unification around environments to be fully distributed for developers is huge. >>How do you >>architect for that? This is the number one question I get. And I tease out when people are kind of talking about their environments that challenges their opportunities, they're really trying to architect, you know, the foundation that building to be um future proof, they don't want to get screwed over when they have, they realize they made a decision, they weren't thinking about day to operation or they didn't think about the unified experience across clouds across environments and services. This is huge. What's your take on this? >>So this is um, this is probably one of the hardest questions I think I could get asked, which is uh looking into the crystal ball, what are the aspects of today's environments that are accidental complexity? That's really just a result of the slow accretion of technologies and we all need to make bets when, when the time is right within the business, um and which parts of it are essential. What are the fundamental hard problems and so on. The accidental complexity side for red hat, it's really about um that consistent environment through open shift bringing capabilities, our connection to open source and making sure that there's an open ecosystem where um community members, users vendors can all work together to um find solutions that work for them because there's not, there's no way to solve for all of computing. It's just impossible. I think that is kind of our that's our development process and that's what helps make that accidental complexity of all that self away over time. But in the essential complexity data is tied the location, data has gravity data. Lakes are a great example of because data has gravity. The more data that you bring together, the bigger the scale the tools you can bring, you can invest in more specialized tools. I've almost do that as a specialization centralization. There's a ton of centralization going on right now at the same time that these new technologies are available to make it easier and easier. Whether that's large scale automation um with conflict management technologies, whether that's kubernetes and deploying it in multiple sites in multiple locations and open shift, bringing consistency so that you can run the apps the same way. But even further than that is concentrating, mhm. More of what would have typically been a specialist problem, something that you build a one off around in your organization to work through the problem. We're really getting to a point where pretty soon now there is a technology or a service for everyone. How do you get the data into that service out? How do you secure it? How do you glue it together? Um I think of, you know, some people might call this um you know, the ultimate integration problem, which is we're going to have all of this stuff and all of these places, what are the core concepts, location, security, placement, topology, latency, where data resides, who's accessing that data, We think of these as kind of the building blocks of where we're going next. So for us trying to make investments in, how do we make kubernetes work better across lots of environments. I have a coupon talk coming up this coupon, it's really exciting for me to talk about where we're going with, you know, the evolution of kubernetes, bringing the different pieces more closely together across multiple environments. But likewise, when we talk about our managed services, we've approached the strategy for managed services as it's not just the service in isolation, it's how it connects to the other pieces. What can we learn in the community, in our services, working with users that benefits that connectivity. So I mentioned the open shift streams connecting up environments, we'd really like to improve how applications connect across disparate environments. That's a fundamental property of if you're going to have data uh in one geographic region and you didn't move services closer to that well, those services I need to know and encode and have that behavior to get closer to where the data is, whether it's one data lake or 10. We gotta have that flexibility in place. And so those obstructions are really, and to >>your point about the building blocks where you've got to factor in those building blocks, because you're gonna need to understand the latency impact, that's going to impact how you're gonna handle the compute piece, that's gonna handle all these things are coming into play. So, again, if you're mindful of the building blocks, just as a cloud concept, um, then you're okay. >>We hear this a lot. Actually, there's real challenges in the, the ecosystem of uh, we see a lot of the problems of I want to help someone automate and improved, but the more balkanize, the more spread out, the more individual solutions are in play, it's harder for someone to bring their technology to bear to help solve the problem. So looking for ways that we can um, you know, grease the skids to build the glue. I think open source works best when it's defining de facto solutions that everybody agrees on that openness and the easy access is a key property that makes de facto standards emerged from open source. What can we do to grow defacto standards around multi cloud and application movement and application interconnect I think is a very, it's already happening and what can we do to accelerate it? That's it. >>Well, I think you bring up a really good point. This is probably a follow up, maybe a clubhouse talk or you guys will do a separate session on this. But I've been riffing on this idea of uh, today's silos, tomorrow's component, right, or module. If most people don't realize that these silos can be problematic if not thought through. So you have to kill the silos to bring in kind of an open police. So if you're open, not closed, you can leverage a monolith. Today's monolithic app or full stack could be tomorrow's building block unless you don't open up. So this is where interesting design question comes in, which is, it's okay to have pre existing stuff if you're open about it. But if you stay siloed, you're gonna get really stuck >>and there's going to be more and more pre existing stuff I think, you know, uh even the data lake for every day to lake, there is a huge problem of how to get data into the data lake or taking existing applications that came from the previous data link. And so there's a, there's a natural evolutionary process where let's focus on the mechanisms that actually move that day to get that data flowing. Um, I think we're still in the early phases of thinking about huge amounts of applications. Microservices or you know, 10 years old in the sense of it being a fairly common industry talking point before that we have service oriented architecture. But the difference now is that we're encouraging and building one developer, one team might run several services. They might use three or four different sas vendors. They might depend on five or 10 or 15 cloud services. Those integration points make them easier. But it's a new opportunity for us to say, well, what are the differences to go back to? The point is you can keep your silos, we just want to have great integration in and out of >>those. Exactly, they don't have to you have to break down the silos. So again, it's a tried and true formula integration, interoperability and abstracting away the complexity with some sort of new software abstraction layer. You bring that to play as long as you can paddle with that, you apply the new building blocks, you're classified. >>It sounds so that's so simple, doesn't it? It does. And you know, of course it'll take us 10 years to get there. And uh, you know, after cloud native will be will be galactic native or something like that. You know, there's always going to be a new uh concept that we need to work in. I think the key concepts we're really going after our everyone is trying to run resilient and reliable services and the clouds give us in the clouds take it away. They give us those opportunities to have some of those building blocks like location of geographic hardware resources, but they will always be data that spread. And again, you still have to apply those principles to the cloud to get the service guarantees that you need. I think there's a completely untapped area for helping software developers and software teams understand the actual availability and guarantees of the underlying environment. It's a property of the services you run with. If you're using a disk in a particular availability zone, that's a property of your application. I think there's a rich area that hasn't been mined yet. Of helping you understand what your effective service level goals which of those can be met. Which cannot, it doesn't make a lot of sense in a single cluster or single machine or a single location world the moment you start to talk about, Well I have my data lake. Well what are the ways my data leg can fail? How do we look at your complex web of interdependencies and say, well clearly if you lose this cloud provider, you're going to lose not just the things that you have running there, but these other dependencies, there's a lot of, there's a lot of next steps that we're just learning what happens when a major cloud goes down for a day or a region of a cloud goes down for a day. You still have to design and work around those >>cases. It's distributed computing. And again, I love the space where galactic cloud, you got SpaceX? Where's Cloud X? I mean, you know, space is the next frontier. You know, you've got all kinds of action happening in space. Great space reference there. Clayton, Great insight. Thanks for coming on. Uh, Clayton Coleman architect at red Hat. Clayton, Thanks for coming on. >>Pretty pleasure. >>Always. Great chat. I'm talking under the hood. What's going on in red hats? New managed cloud service portfolio? Again, the world's getting complex, abstract away. The complexities with software Inter operate integrate. That's the key formula with the cloud building blocks. I'm john ferry with the cube. Thanks for watching. Yeah.

>>from around the globe. It's the >>cube with >>Digital coverage of IBM think 2021 brought to you by IBM. Welcome back to the cube coverage of IBM Think 2021. I'm john for the host of the cube here for virtual event Cameron Siva who's here with corporate vice president with a M. D. Uh CVP and business development. Great to see you. Thanks for coming on the cube. >>Nice to be. It's an honor to be here. >>You know, love A. M. D. Love the growth, loved the processors. Epic 7000 and three series was just launched its out in the field. Give us a quick overview of the of the of the processor, how it's doing and how it's going to help us in the data center on the edge >>for sure. No this is uh this is an exciting time for A. M. D. This is probably one of the most exciting times uh to be honest and in my 2020 plus years of uh working in sex industry, I think I've never been this excited about a new product as I am about the the third generation Epic processor that we just announced. Um So the Epic 7003, what we're calling it a serious processor. It's just a fantastic product. We not only have the fastest server processor in the world with the AMG Epic 7763 but we also have the fastest CPU core so that the process of being the complete package, the complete socket and then we also the fastest poor in the world with the the Epic um 72 F three for frequency. So that one runs run super fast on each core. And then we also have 64 cores in the CPU. So it's it's addressing both kind of what we call scale up and scale out. So it's overall overall just just an enormous, enormous product line that that I think um you know, we'll be we'll be amazing within within IBM IBM cloud. Um The processor itself includes 256 megabytes of L three cache. Um you know, cash is super important for a variety of workloads in the large cat size. We have shown our we've seen scale in particular cloud applications, but across the board, um you know, database, uh java whole sorts of things. This processor is also based on the Zen three core, which is basically 19% more instructions per cycle relative to ours, N two. So that was the prior generation, the second generation Epic Force, which is called Rome. So this this new CPU is actually quite a bit more capable. It runs also at a higher frequency with both the 64 4 and the frequency optimized device. Um and finally, we have um we call all in features so rather than kind of segment our product line and charge you for every little, you know, little thing you turn on or off. We actually have all in features includes, you know, really importantly security, which is becoming a big, big team and something that we're partnering with IBM very closely on um and then also things like 628 lanes of pc I E gen four, um are your faces that grew up to four terabytes so you can do these big large uh large um in memory databases, the Pc I interfaces gives you lots and lots of storage capability. So all in all super products um and we're super excited to be working with IBM honest. >>Well, let's get into some of the details on this impact because obviously it's not just one place where these processes are gonna live. You're seeing a distributed surface area core to edge um cloud and hybrid is now in play. It's pretty much standard now. Multi cloud on the horizon. Company's gonna start realizing, okay, I gotta put this to work and I want to get more insights out of the data and civilian applications that are evolving on this. But you guys have seen some growth in the cloud with the Epic processors, what can customers expect and why our cloud providers choosing Epic processors, >>you know, a big part of this is actually the fact that I that am d um delivers upon our roadmap. So we we kind of do what we say and say what we do and we delivered on time. Um so we actually announced I think was back in august of 2019, their second generation. That big part and then now in March, we are now in the third generation, very much on schedule, very much um intent, expectations and meeting the performance that we had told the industry and told our customers that we're going to meet back then. So it's a really super important pieces that our customers are now learning to expect performance, jenin, jenin and on time from A. M. D, which is, which is uh, I think really a big part of our success. The second thing is, I think, you know, we are, we are a leader in terms of the core density that we provide and cloud in particular really values high density. So the 64 cores is absolutely unique today in the industry and that it has the ability to be offered both in uh, bare metal, um, as we have been deployed in uh, in IBM Club and also in virtualized type environment. So it has that ability to spend a lot of different use cases. Um And you can, you know, you can run each core really fast, But then also have the scale out and then be able to take advantage of all 64 cores. Each core has two threads up to 128 threads per socket. It's a super powerful uh CPU and it has a lot of value for um for the with a cloud cloud provider, they're actually about over 400 total instances by the way of A. M. D. Processors out there. And that's all the flavors, of course, not just that they're generation, but still it's it's starting to really proliferate. We're trying to see uh M d I think all across the cloud, >>more cores, more threads all goodness. I gotta ask you, you know, I interviewed Arvin the Ceo of IBM before he was Ceo at a conference and you know, he's always been I know him, he's always loved cloud, right? So, um but he sees a little bit differently than just being like copying the clouds. He sees it as we see it unfolding here. I think Hybrid. Um and so I can almost see the playbook evolving. You know, Red has an operating system. Cloud and Edge is a distributed system. It's got that vibe of a system architecture, you got processors everywhere. Could you give us a sense of the over an overview of the work you're doing with IBM Cloud and what a M. D s role is there? And I'm curious could you share for the folks watching too? >>For sure. For sure. By the way, IBM cloud is a fantastic partner to work with. So, so, first off you talked about about the hybrid, hybrid cloud is a really important thing for us and that's um that's an area that we are definitely focused in on, uh but in terms of our specific joint partnerships and we did an announcement last year, so it's it's it's somewhat public, but we are working together on ai where IBM is a is an undisputed leader with Watson and some of the technologies that you guys bring there. So we're bringing together, you know, it's kind of this real hard work goodness with IBM s progress and know how on the AI side. In addition, IBM is also known for um you know, really enterprise grade, yeah, security and working with some of the key sectors that need and value, reliability, security, availability um in those areas. Uh and so I think that partnership, we have quite a bit of uh quite a strong relationship and partnership around working together on security and doing confidential computer. >>Tell us more about the confidential computing. This is a joint development agreement, is a joint venture joint development agreement. Give us more detail on this. Tell us more about this announcement with IBM cloud, an AMG confidential computing. >>So that's right. So so what uh, you know, there's some key pillars to this. One of us is being able to to work together, define open standards, open architecture. Um so jointly with an IBM and also pulling in some of the assets in terms of red hat to be able to work together and pull together a confidential computer that can so some some key ideas here, we can work with, work within a hybrid cloud. We can work within the IBM cloud and to be able to provide you with, provide, provide our joint customers are and customers with with with unprecedented security and reliability uh in the cloud, >>what's the future of processors? I mean, what should people think when they expect to see innovation? Um Certainly data centers are evolving with core core features to work with hybrid operating model in the cloud. People are getting that edge relationship basically the data centers a large edge, but now you've got the other edges, we got industrial edges, you got consumers, people wearables. You're gonna have more and more devices big and small. Um What's the what's the road map look like? How do you describe the future of a. M. D. In in the IBM world? >>I think I think R I B M M. D partnership is bright, future is bright for sure, and I think there's there's a lot of key pieces there. Uh you know, I think IBM brings a lot of value in terms of being able to take on those up earlier, upper uh layers of software and that and the full stack um so IBM strength has really been, you know, as a systems company and as a software company. Right? So combining that with the Andes silicon, uh divide and see few devices really really is is it's a great combination. I see, you know, I see um growth in uh you know, obviously in in deploying kind of this, this scale out model where we have these very large uh large core count cpus, I see that trend continuing for sure. Uh you know, I think that that is gonna that is sort of the way of the future that you want cloud data applications that can scale across multi multiple cores within the socket and then across clusters of Cpus with within the data center. Um and IBM is in a really good position to take advantage of that to go to to to drive that within the cloud. That income combination with IBM s presence on prem. Uh and so that's that's where the hybrid hybrid cloud value proposition comes in. Um and so we actually see ourselves uh you know, playing in both sides. So we do have a very strong presence now and increasingly so on premises as well. And we we partner we were very interested in working with IBM on the on on premises uh with some of some of the key customers and then offering that hybrid connectivity onto, onto the the IBM cloud as >>well. I B M and M. D. Great partnership, great for clarifying and and sharing that insight come. I appreciate it. Thanks for for coming on the cube. I do want to ask you while I got you here. Um kind of a curveball question if you don't mind. You know, as you see hybrid cloud developing one of the big trends is this ecosystem play, right? So you're seeing connections between IBM and their and their partners being much more integrated. So cloud has been a big KPI kind of model. You connect people through a. P. I. S. There's a big trend that we're seeing and we're seeing this really in our reporting on silicon angle the rise of a cloud service provider within these ecosystems where hey, I could build on top of IBM cloud and build a great business. Um and as I do that, I might want to look at an architecture like an AMG, how does that fit into to your view as a doing business development over at AMG because because people are building on top of these ecosystems are building their own clouds on top of clouds, just seeing data cloud, just seeing these kinds of clouds, specialty clouds. So we could have a cute cloud on on top of IBM maybe someday. So, so I might want to build out a whole, I might be a cloud, so that's more processors needed for you. So how do you see this enablement? Because IBM is going to want to do that, it's kind of like, I'm kind of connecting the dots here in real time, but what's your, what's your take on that? What's your reaction? >>I think, I think that's I think that's right and I think m d isn't it isn't a pretty good position with IBM to be able to to enable that. Um we do have some very significant OsD partnerships, a lot of which that are leveraged into IBM um such as red hat of course, but also like VM ware and Nutanix. Um this provide these OS V partners provide kind of the base level infrastructure that we can then build upon and then have that have that A P. I. And be able to build, build um uh the the multi cloud environments that you're talking about. Um and I think that I think that's right, I think that is that is one of the uh you know, kind of future trends that that we will see uh you know, services that are offered on top of IBM cloud that take advantage of the the capabilities of the platform that come with it. Um and you know, the bare metal offerings that that IBM offer on their cloud is also quite unique um and hyper very performance. Um and so this actually gives um I think uh the the kind of uh I've been called a meta cloud, that unique ability to kind of go in and take advantage of the M. D. Hardware at a performance level and at a um uh to take advantage of that infrastructure better than they could in another crowd environments. I think that's that's that's actually very key and very uh one of the, one of the features of the IBM problems that differentiates it >>so much headroom there corns really appreciate you sharing that. I think it's a great opportunity. As I say, if you're you want to build and compete. Finally, there's no with the white space, with no competition or be better than the competition. So as they say in business, thank you for coming on sharing. Great, great future ahead for all builders out there. Thanks for coming on the cube. >>Thanks thank you very >>much. Okay. IBM think cube coverage here. I'm john for your host. Thanks for watching. Mm mm

>>from >>Around the globe. It's the cube with digital coverage of IBM think 2021 brought to you by IBM. Welcome to the cubes coverage of IBM Think 2021. I'm your host lisa martin today. Have a new guest new to the cube moderate Tabla, the director of strategic partnerships for enterprise application services is joining me moderate. It's nice to have you on the program. >>Thank you lisa. Very excited to be here and hello everyone. >>So different this year. Again Virtual like last year we're going to talk about digital transformation and we saw this huge acceleration in 2020. The massive adoption of SAS applications. We want to talk though about IBM managed services for S AP applications. So before we get into that I'd love for you to be able to describe what your role is to our audience. >>Absolutely lisa. So good day everyone. I've been with IBM for over 23 years and my current role, I run the strategic alliances for IBM basically in the E. R. P. Space S. A. P. Being our primary strategic partner, I have a global team of architects and we basically look at market requirements. Talk to a lot of customers, talk to our business partner S. A. P. Obviously um you know, try to help them would come up with a solution. Well the transformation journey to the cloud and hopefully today, you know, we'll elaborate a little bit more on the exact work that we do in this space. So very happy to be here. Thank you. >>Sure. So we're going to dissect the IBM s. A. P. Relationship. I think you even worked at S. A. P. Before your 23 year tenure at IBM. So we'll get to some of that as well. But help us understand customers have so much choice each day. There is more and more interest why should a customer choose IBM as their strategic partner for this digital transformation journey. >>Well really, IBM has been in this essay p business for many, many decades. As you know Um we have many many certified people in S. A. P. close to 40,000 people actually globally. Um And we can help the clients in various aspects of their journey. So you know the typical cloud journey has four different aspects to it. Um You need the advice so you need basically systems integration services to help customers actually define the scope on, you know what they actually want to either upgrade, bring it to current as well as you know what workloads they want to move to the cloud. We can help customers with our Systems integration services called the Global Business Business Services in IBM we can help them with their entire planning, we can help them with the actual move to the cloud. So IBM offers a whole different variety of services for migration or not only to see ASAP workloads. I mean ASAP typically ends up being the heart of the workloads that any of the major customers run but surrounding SCP, there's a lot of other applications so we can help plan that entire journey for advice and then move it as well as in the interim. You know, there's also another step which can be some customers. They need to build net new and you know upgrade their applications to the latest technologies so we can help them with that. And then once the building move is over, obviously customers need help with the actual steady state run state environment and that's where this key service that we have managed services for SCP applications helps them. So our certifications with S. A. P. And the fact that we have consultants that are certified and all these different aspects of the journey can really help your clients. The other part, I would say that IBM is really a hybrid cloud provider. So obviously we have our cloud service, the IBM cloud, but we can offer this service meeting the customer where they need to be. So we are a client centric service, so if the customer has a choice of AWS or Azure, uh we can meet them left. So this is how, you know, we can really help our customers with our expertise. I know the data point to note that, you know, 70 80 of the enterprise customers still have not moved their workloads to the cloud. So this is a space, especially with Covid, as you've seen what's happened, you know, customers now are really, really looking to accelerate the journey because it's become a necessity, It's no longer something that our Ceo and C I O can push to the right, right, this is something they have to act now. So I began with all these various services, you know, specifically good in the S A. P area. Um, and given that we've been managing these production workloads for a lot of these enterprise customers on our cloud services for many, many years, we have the experience, we can truly help them with their journey >>And as you said, that's so critical of these days. One of the things that I think we learned in 2020 is is there was no time like the present, it really became such a massive shift that for business survival, those that weren't digitized definitely were in some hot water. Talk to me. So you talked about the IBM s, a P relationship being longstanding, Can you talk to me about the different aspects of the alliance and how that helps you guys to meet customers where they are? >>Sure. Um so s. a. p. and idea, we've been strategic partners for over 46 years. That's a long time. The partnership obviously has evolved over the years and I'll talk about you know a few of the different aspects where we've been partners um you know, the alliance initially obviously started, you know, IBM is in multiple businesses as you know, we have our one of the largest systems integrators in the world from a global business services point of view as well as one of the largest application planet services providers. So that's uh you know part of the alliance then we have our server groups, the power systems that IBM has. So that's another dimension of the alliance where um you know 5 6000 plus ASAP clients even today are still running um there? S a the applications on the power systems, whether it's on premise or also in some of the cloud deployment models. Historically we also had obviously the Database DB two alliance, but now with the S. A. P. S moved to Hannah um that's kind of a little bit of a mute point. Obviously it still exists, but most of the clients are now obviously being encouraged really to adopt S. A. P. S latest S four hana from the services standpoint. The other facet, you know, is really around the cloud services. So that's really our topic today right. Um in the cloud services area we have alliances with S. A. P very very strong alliances that have existed for you know, almost a decade now. Um as I said we've been managing the production workloads for very very large customers in many different industries, their entire supply chains. HR financial systems are running on IBM either in the old traditional hosting models um or also in our cloud models for the past 10 plus years. Right as IBM has evolved, so we have made sure that we do a whole different types of certifications with S. A. P. To stay current. Um many of these certifications are done either you know every two years, some are done every year. And if anyone checks, you know, the S. A. P. Service marketplace website which is owned by S. A. P. You can see IBM listed in all these different angles as a certified provider. There isn't another provider that can claim this breath in terms of certifications that IBM has done and that's why customers can benefit either from one or two of these services that IBMS provides or obviously a combination is a single vendor if the customer needs. So, you know, we have the sex, we have the credibility, we have decades of, you know, Delivery excellence in these areas, servicing these clients. Lots of the Fortune, 100 customers actually are running. Um there? S a p workloads on the IBM systems, whether in traditional hosting or in a hybrid cloud deployment. Some cases were actually providing services for customers that run their SCP workloads on premise. So we cater to that, you know, sets of clients as well and then of course others that are purely on our cloud. Um IBM cloud as well as hyper scholars. Yeah, so long >>list of certifications, that seems to be one of the biggest differentiators that you talked about me a little bit about how things have evolved over the last 12 to 18 months. in terms of how is IBMS focus changed for hybrid cloud with S. A. P. >>Yeah, so the focus changed if you know, you know, until last year we will call the cloud and cognitive company. Um This year of course the whole company has changed and we're going through a major transformation at the moment. We are the hybrid cloud company now. And that that name change means a lot. It means a lot in the sense that it gives choices to the customer, that's what the whole mission is all about. We want to make sure that customers are consuming IBM services and the IBM wants to meet them where they want to be. So there's you know, flexibility of choices in terms of hybrid, another cloud deployment model. So most customers in the S. A. P. Area, you know, they're looking for either just a pure private cloud deployment or they're looking for public cloud deployment or a combination and some are because, you know, there? S A. P. S. Footprint sizes are so large. Think about the multinational global companies, you know, and then they operate in so many different regions of the world and their data sizes of their databases are so large. Perhaps, you know, the public cloud really isn't a good fit yet. These customers are looking to move some sort of their workloads to the cloud. So that's where this hybrid cloud helps them. Because customers, you know, 90 plus percent of the clients today are really not choosing one hyper Scaler as their deployment option. They're really looking at multiple. So because they're running their workloads not just ASAP, but everything else, you know, SCP always brings along a whole bunch of other applications like tax applications and other interfaces, homegrown applications analytics that the customers are using. So if you want to take advantage of the true hybrid cloud and the benefits of all the various um, deployments and hyper scale is available in that region. Really, the hybrid cloud strategy from IBM is a perfect fit because we give them choices of deployment. We're not saying that you have to deploy an IBM cloud. Um, we're saying you can deploy either on premise VWs as your idea of cloud. Really what makes sense? You know, best sense for the types of war clothes that the customer is looking at. So that's how the strategy for IBM has completely changed to meet the clients, you know, for what they're actually looking for. Talk to me a >>little bit about the go to market so I B M and S A P longstanding decades old relationship, A lot of certifications that you talked about. We're talking about business critical Applications, you mentioned supply chain a minute ago and I can't help but think it how supply chain has been affected in the last year. What is the good market approach with respect to providing consultation services to help customers determine? Should we migrate to what Hyper Scaler and how and when? >>Yeah, so we can help them with that? Um, so hyper hyper scale is obviously, you know, IBM has been listed for example, as the leader in Gartner 2020 and you know, there's lots of other stats that show them that IBM is a leader in application services, in consulting services, application management services as well as managed services. So these are all different, Right? And you can see us being listed as a leader either it's in Gartner or I. D. C. Or Horse or Wave. And for many reasons and you know, IBM actually has one series of pinnacle awards from S. A. P. Over the U. S. How this helps the clients really determined is that, you know, IBM obviously does a lot of studies externally. We have internal as well as external facing views of comparatives of the various hyper scholars, um you know, including Aws, Azure, G. C. P. And so on. So when a customer comes to us for asking for advice, um, and so on, we basically look at our own intellectual properties, all the analysis that has been done. And more importantly, we look at the full scope of services that the customer wants is doing. What sort of a business are there in. We have industry experts, there's E. R. P. Strategy, um, folks within IBM. So, you know, they go after a certain industry and when they, let's say, you know, they've gone after the oil and gas industry, for example, they will look at multiple customers in that particular space. So based on their experiences, we can actually define the right road map for the client to be able to help them to move their work clothes to this hybrid cloud strategy that I just mentioned. Right? So that's how we can help them because we have the expertise in that industry as well. >>And I'm curious moderate in the last year with so much flux and rapidly changing market conditions, Did you >>see any >>one or two industries in particular really leading the charge here and coming to IBM. S. A. P. For help on this transformation journey which has been accelerated by a couple of years. >>Suddenly the retail industry for sure, right. I mean in spite of the crisis, I think the retail industry did pretty well, right? Because people still have to buy stuff. Of course, the whole buying behavior change. No question. Um You and I don't know about two days of, but for me, you know, I was never a major online shopper. Oh yeah. You know, I just about everything. Um previously it used to be select things here and there, but now it's totally changed, right? So that industry certainly has accelerated. No question. We've had a lot of those coming. The other industries that I've seen. The change in the last 12, 18 months is really, for example, you know, the banking industry and so on. Um IBM basically, you know, launched a lot of services in the financial services sector for this reason. Um So those are of course transforming very fast to keep up with the market. Um and I'm sure there's others, right? But these are the two that come to mind. Yeah, >>two that have been most affected and needed to pivot so quickly. In addition to health care. Let me ask you one final question here. Before we wrap. Talk to me about the advantages of using the PMC partner managed cloud s a P license resale model. The advantages of using that and the benefits. >>Sure. Um so we, you know, so far our discussion was really focused around, you know, the various service capabilities that IBM has in terms of our capabilities for helping clients with hyper scholars and hybrid cloud. We also need to spend a little bit of time talking about the operations model. Right? So when they're running their production workloads on IBM PMC is yet another dimension. So what PMC partner managed cloud is really some very limited partnerships that s A P does And the IBM is the lead on that one in this base. What ASAP allows is the partner, which in this case is IBM to resell the ASAP software license to a customer. So IBM has the rights globally to resell the license and why is that beneficial to the client? Because now, um, IBM can actually turn around the S. A. P license and have the customer pay us in a SAS model. So it basically is now an apex model where the customer is basically paying, you know, a monthly fee as an example, so there's no upfront cost to the client and they basically pay IBM and IBM PS ASAP. So IBM is kind of holding the risk if you will on behalf of the customer, it gives customers more choices, more flexibilities, better pricing approach. So if the customer wants as an example to buy everything the full package, including systems implementation services, deployment models with choices on a cloud, whether it's IBM cloud or others as well as the license itself. IBM has this end to end capability today. We've been selling it to several clients for a few years in several geography is right. So that's the advantage behind it. >>Excellent. Thanks for breaking that down moderate and joining me today talking about what's new with I B M and S A P, the opportunities for customers to accelerate their digital transformation. We appreciate you stopping by. >>Thank you very much, lisa truly enjoyed it. Thank you. >>Good. Me too. For moderate Tabla. I'm lisa martin. You're watching the cubes coverage of IBM think 2021. >>Mm.

>>from >>Around the globe. It's the cube with digital coverage of IBM think 2021 brought to you by >>IBM. Welcome back to IBM Think 2021. This is the cubes ongoing coverage where we go out to the events in this case of course virtually to extract the signal from the noise. And now we're gonna talk about the shifts in customer employee experiences and channels the past year obviously is exposed gap gaps in both of those areas. The shift to digital channels, I mean hit every industry if you weren't a digital business, you were out of business. So there's huge demand for better a. K. A less frustrating and hopefully superior customer experiences that's never been higher. It puts a lot of pressure on companies and their marketing departments to deliver. And with me to talk about these trends are two great guests Alex shooting in. The general manager of adobe work front Alex was ceo of Work front, which Adobe acquired last year and Matthew Candy Global managing director of I. B. M. I. X. Gentlemen welcome thanks for coming on, >>thanks for having us speaking >>matt, let's start with you. Maybe you could talk to the shifts that I talked about earlier and in the past year and customers expectations and how they changed and how you guys responded >>Yes, today, I mean it's been my goodness, what a year, right. Um you know, if we've got back and and thought yeah, we never would have seen this coming. Um and certainly I guess for the clients, you know, I run the digital customer experience business, the services business here at IBM and certainly, you know, we have been very busy helping clients across just about every industry accelerate their digital transformation efforts. And I think you know what has been absolutely clear is you know, digital mobile um you know, all of these ways of engaging with customers through channels has been an absolutely critical way in which businesses have kept going and survived over this time. And and certainly, you know, we've seen that transformation accelerate right? And and companies shifting from face to face interactions from a B two B sales perspective, um you know, into, you know, into a kind of online, B two B commerce etcetera. So really it's become digital by default and I think customers really demanding personalized experiences and wanting to make sure that these companies really know you and how they deal with you. >>You know, matt, I mean our business to think about our business, it was predominantly going out to events, live events and then overnight our entire industry had to shift to virtual and what it was is you had all these physical capabilities that people try to shove it into virtual. And it was really hard. It was it was a lot of unknowns really different. I imagine there's some parallels within marketing organizations and I wonder if you could talk about what kind of barriers you saw about delivering those kind of digital interactions and experiences. >>Yes, so I guess, you know, we've seen kind of five core challenges that companies have been facing. So firstly around volume and velocity of content. So, you know, as we're putting more demand into organizations right for more content to the greater pace. This causes challenges for companies in terms of being able to get content out there and surface it through their digital channels, right? Whether that's kiosks or voice, web mobile etcetera. And that pace is not slowing down. Second thing is this demand for personalization. So, you know, as companies and individuals are touching through all of these touchpoints across kind of marketing, sales and service, the need to be able to kind of interact in the right way, showing that, you know, me using personal data to match the right offer at the right time, critically important. Thirdly, the Martek stack across across many of these organizations is explosion in marketing technology over the last 10 years has been absolutely incredible. And so one of the big challenges companies have is how we tie all of these different components for stack together to build their seamless experience. Fourth challenge, right, additional communication channels. Um, so as we need more content and personalization and we've got to join up across these, all these different systems, how do we make this consistent across all of these channels? Right. Whether it's digital or physical, um, you know, is a true test of many organizations ability to respond. And the 5th point is the coordination needed across departments within companies. And so, you know how the marketing department deals with legal with regulatory approvals with sales, how they go out to their agency partners. And and and and this has certainly got a lot more complex across geography and across boundaries within companies and outside. And so we see, you know, absolutely this need to put in place and marketing, you know, basically the marketing system of record that helps kind of manage this and this is where we see huge opportunity together with adobe. >>Yeah, so Alex, maybe you could talk about this a little bit. I mean you guys are well known for deep expertise and leadership and orchestrating, you know, marketing workflows and the like Matt talked about the Martek stack. What's your take on this and how R R I B M I X and an adobe work front working together >>at what has occurred in response to what matt talked about is that companies started realizing that work was a tier one asset inside the marketing team. You know, they looked at, if you go back in time and you look at financials in a company, people thought, wow this is really important to us. We should put a system in place to manage financials. They realized their customers were really important, so we should put a system in place to manage our customers. People are important. They bought work day to make sure that they could manage their people. And all of this complexity that matt talked about caused enterprises to realize that the work of marketing was as important as some of those other activities in the organization. And so they started investing in a marketing system of record like work from. >>You know, that's interesting. Just a quick aside, I mean, if you think about a lot of the problems we have in in, you know, data and big data that people talk about stovepipe, you just mentioned three examples Finance HR and now marketing where we've contextualized the system, in other words, the domain experts, the people in finance and HR and marketing, they're the ones who know the date of the best. They don't have to go necessarily to some big data team and data scientists and all the stuff they know what they want and they know it and that's really what you guys are serving in your streamlining this this notion, Alex of a marketing system of record is really interesting. I mean, it's it's relatively new, isn't it? And so why does it matter so much to marketers >>if you think about it? We uh we've been able to serve 3000 enterprises around the, around the globe. We serve all 10 of the top 10 brands. Half of the fortune 100. And what what has created the need for the new if you think about it, are the challenges that start arising when you, when you implement the concepts that matt talked about, consider one of the largest private credit card issuers on the planet. Uh, and you think about delivering that personalized experience all the way to an end customer. You've got a private credit card issuer. They do business with hundreds of thousands of companies. Their account managers are interacting with those companies. And all that lands back on a marketing organization that has to jointly plan promotions with those companies to, uh, to, to drive the private credit card business. That marketing team needs visibility to the work that's happening. Or consider a major medical manufacturer who's trying to get medical products out the door. And the marketing team is trying to coordinate with the product team with the regulatory team, with the supply chain team, with the legal team and they're trying to orchestrate all of that work so that they can get products out the door more quickly. Or maybe a financial services organization that's getting new. Also trying to get new products out the door and they're trying to get all the approval about the content that goes with those products and it's all about speed to market. That's what's creating the need for the new, uh, kind of, as you phrased it Dave. >>Excellent. Thank you. So no matter paint a picture sort of, uh, you know, people may not be familiar with I. B. M. I X. Maybe how you guys, you got, you got creators, you've got deep expertise in this area. So maybe talk about how where you add value and how you work with adobe. >>So IBM so we sit within the services business at IBM um as you said, Dave Right, we have, you know, designers, experienced strategists, engineers, um you know, basically able to deliver kind of end to end digital customer experience solution right from the creative all the way through to the technology platforms. Um And the operations adobe is, you know, one of our key strategic partners across IBM and certainly within my part of the business. And so, you know, we couldn't have been more delighted when work front joined adobe through the acquisition there. So we already had a strong relationship with the work front team. Um and so now seeing that as part of the adobe kind of platform um and and family, they're really opens up massive opportunities. You know, we're working with several major airlines, automotive companies, retailers, um using adobe technology to transform the customer experiences that they have, putting in place new digital platforms, a new ways of engaging with those customers. But but what is absolutely clear, you know, and as Alex was talking about this need for a marketing systems of record, as this landscape becomes more complex, as the velocity of change kind of increases the need to not just focus on the customer experience and how a customer interacts with the brand, but the need to get the workflows and the processes within the organization that sit behind that, you know, organized executing in the correct way, uh you know, in an efficient way in order to make sure that you can deliver on that customer promise. And so this is absolutely critical effectively to get to get to drive this kind of workflow improvement of productivity improvement and put intelligence and automation into these processes across the organization. So there is a you know, certainly we know we believe a huge opportunity together in in in the market um to help clients transform um and to deliver the value in this space. Got >>it Alex, maybe you can just at a high level share some examples of how adobe and from your drawing on your experience from from work front, how you've helped companies where they had to get you know content out, you had to automate the processes and and the kind of outcomes that you saw that you hope to share with other clients. >>You know what that's talking about is the need for intelligent workflows within a marketing organization. Because the marketing organization is trying to solve one of two challenges. Either they're trying to be more efficient because they can't get more resources to do the work that they need to do or they're trying to operate with speed and so what our breakthrough thinking was there in terms of solving these problems. And then I'll give you an example is the realization that while it seems like work should be different in different enterprises. Ultimately all work has five elements to it. The first thing is you decide to do something or I ask you to do something. So we have to have this strategic planning around the intake of work. Then we have to plan out the work. Then we actually have to execute the work. We have to understand who's doing what we have to have transparency to whether or not that work is getting done or people need help in network, then network needs to be approved by somebody. And then finally, especially in marketing, then we have to actually deliver that work to a technology like Am where we're going to publish it on, on the web. So if you take the case of a major financial, uh, a financial company that serves consumers, that financial company is constantly bringing new products to market. Now, if you're bringing new products to market, if you think about the United States, you have to, you have to make sure that you have, uh, supported the regulatory approval that's necessary for a product. So that product has to be able to go to the right investor. That product, if it's in a certain state, has to have oversight to it. So now you're, you're a Marketing team in a financial services organization that supported getting new product to market. And in a particular customer used to take them 63 days to go through all of the approvals necessary to just get content out the door. Now that they are effectively uh in taking the work, Planning the work, executing the work, reviewing the work and delivering the work digitally. That's down to eight days. >>And with the Martek platform, you have the data so you know what content you want to get out and you can make decisions. Much about. My big takeaway is you got the art of of of of marketing. And those were the marketing D. N. A. I don't have that, you know that that gene uh but it's intersecting with with the science and automation and the data and the workflows and driving efficiency and ultimately driving results in in revenue. So that's kind of my big takeaway from this conversation. But but Alex maybe you can give us your take away and then matt, you can bring us home. >>Yeah, I mean my takeaway is in this new economy, marketing is a is a tier one corporate activity. Marketing is a pure activity to manufacturing, to distribution to sales into finance. And every one of those disciplines are managed with a system. Marketing needs its own system because it's as important as any other organization. And so to me, David is no more complicated than that, that marketing is now as important as every other function and it needs to be manages every other function. And work front is the application that marketing manages the workflows in the business of marketing. >>Alright. Matt, give us your final thoughts please. >>Yeah, no, my final thought, building on what building what Alex said. So we've put together a joint point of view with with Adobe in with Work front called intelligent content transformation. Right? That is our strategic framework to help clients accelerate on this journey, both of delivering these amazing customer outcomes. But how we transform the processes within the marketing organization and I think you know that yes, you can continue to focus on delivering amazing digital experiences for customers. And it's absolutely critical and that's critical to revenue growth. But actually what's also critical is to drive efficiency in these workflows across the enterprise. Right? And that is not only going to enable the revenue growth is going to enable you to deliver on that promise, but it's also going to result in significant cost and efficiency improvements for these companies by focusing on marketing in the same way as we have done for procurement, transformation, supply chain transformation, finance transformation, HR transformation, right? There's a lot of effort garment into, into the efficiency of those work clothes. We've got to do the same for marketing. Um so massive opportunity, massive. It is >>massive. Every company has to in some way, shape or form, put high quality content in front of their customers to engage with them. Gentlemen, thanks so much for coming on the cube. Really appreciate your time. >>Yeah, Thanks for having us. >>All right, and thank you everybody for watching. This is Dave Volonte for the Cube. You're watching IBM think 2021. The virtual edition. We're right back. >>Mhm.

>>From around the globe, it's the Cube with digital coverage of IBM, think 2021 brought to you by IBM. >>Welcome to the cubes, digital coverage of IBM Think 2021 fine lisa martin. Next joining me is Leo Lebron's director of global strategic initiatives at Aws. Leo, Welcome to the cube. >>Thank you. >>So, talk to me about AWS and IBM. What's going on there with the relationship? What are some of the things that are significant for both partners? >>Yeah, absolutely. You know, IBM relationship really started with us around 2016, I would say it was a little bit more opportunistic at the time, we knew there was an opportunity to go to market together. We knew there were some great things we could do for our customers, but we haven't quite cracked, cracked the code, so to speak, on, on when and where and why we're going to partner at that point. Um you fast forward into the sort of 2017 to 2019 timeframe, um and we became a lot more intentional about how we're going to go to market where we were going to invest. Areas such as S. A. P, et cetera, were early, want to be identified. Um and I'd say the ball really started rolling sort of in the 2018 time Frank, a combination of a number of different things occurred. Uh You know, the the acquisition of Red Hat obviously, you know, Red Hat is a very significant, was a very significant partner with a W. S prior to the acquisition. Um And so post acquisition, you combine that with ramping up a workforce focused on AWS, combined with a number of different competencies at A W or IBM really invested in around migration as an example or S. A. P. Um and you know, the ball really started to roll quickly. Um after that, you know, I'd say in the last 18 months or so, we've both invested, significant in the relationship expansion around the world really, and in joint resources and capability to make sure that we're going to mark, it's sort of a partnered intentional way rather than sort of opportunistic. Uh >>Oh God, >>yeah, I'd say so far that's that's absolutely been paying off. Um and that we are seeing a number of winds all around the world across a broad set of industries as well as a broad set of technologies. Um so, you know, the strength of IBM consulting services in particular, but also their software, combined with the strength of our platform, is really proven to be successful for our customers. >>So you said started in 2016, really started taking shape in the last couple of years. That redhead acquisition talk to me about what's in this for customers. I imagine customers that are, that are expanding or needing to move workloads into the cloud or maybe more of a hybrid cloud approach. What are some of the big benefits that customers are going to gain from this partnership? >>Yeah, absolutely. Uh, reality is um, IBM has a long and storied history and relationship with their customers, right? Um, They run and manage many of the workloads. Um, they really know the customer's business incredibly well. Um They have domain expertise and industry, um, and then the technology expertise from a professional services perspective to really help navigate the waters and and determine what the right strategy is around moving to the cloud, right? You combine that with the depth and breadth of the skills and capabilities and services the WS provides. Um and the fact that IBM has invested significantly in making sure their professional services are deeply steeped in our technology and capabilities. Um, it's a great combination of really understanding the customer's needs plus the art of the possible honestly, when it comes to technology that we provide, really can accelerate both and mitigate risk when it comes to move into the club, >>that risk mitigation is key. So you guys, recently a W has recently launched, I'm gonna get this right red hat, open shift service on AWS or Rosa. Can you talk to me a little bit about rosa? >>Yeah, so um Red Hat obviously very well known and ultimately adopted within the enterprise. Um, we have built a fully managed service around red hat on AWS. Um, what that means is um, you'll have access to essentially the capabilities that that red hat would normally provide, but all containerized within a solution that allows you to have access to AWS services, right. Um, the other benefit here is normally you would get sort of a multi vendors with invoicing and cost model right? Where you get built from red hat get built from amazon, you get built from IBM um, in this case it's it's essentially a holistic service in which there is a single sort of invoicing and vendor relationship. Right? Um, so it's a combination of capabilities that normally would be provided the red hat combined with access to cloud and all the interfaces and capabilities around um, open shift etcetera that you could do their um, plus a more interesting and beneficial commercial model. >>So streamlined pricing model, streamlined operating model for customers. Talk to me about some of the customers that have adopted it. Give me a look into some of the industry's where you've seen good adoption and some of the results that they're gaining so far. >>Yeah, one second. Sorry. It's like insanely love uh worries. >>Let's just take it, let's just take a >>pause. Like we can >>just we can just so yeah, we'll go right as if lisa lisa just finish the question. Um so just take a breather. Yeah, as long as it as it needs. Um and then whenever you're ready, whenever that's that's died down, just just give it a beat, give it like a second and then just write as if she >>just yeah. >>Oh cut it out as if nothing happened. >>Give me >>two minutes. Mhm. >>So actually on your question, I know the answer from things that I've done recently, but was there an official answer Teresa, I'm supposed to give them the >>No, not >>really. I mean, I think what you're talking about on Red Hat specifically >>right earlier. >>No, I mean there's a product page and stuff, it's really about just the >>the >>ability of customers to be able to run those solutions on the AWS console is really the gist of it and then it's fully integrated. >>Not sure advantage of the examples I know of are publicly referenced. >>That's okay. You could just say customer in X y z industry. That's totally fair. Not to worry about that. Yeah, >>I don't know if uh, so rosa, lisa rosa was just launched in March and so it's brand new. So I don't know, I'm the customer stories yet, >>so >>that's why I don't have them listed for leo >>that's fine. That's totally fine. Maybe we can talk about, you know, since the launch was just around the corner, some of the things that have been going on the momentum interest from customers questions conversations, you mean more like that as you're launching the GTM >>Yeah, and there's certainly a couple of industries that they have targeted. So as well as a couple of customers. >>Yeah, thank you >>lisa. Of course. I think they went around the corner. >>All right, let me know and I'll re ask the question. I'll tweak it a little >>bit. Alright, >>so talk to me about Rosa just launched very recently. Talked to me about customer interest adoption. Maybe some of the industry's in particular if you're seeing any industry that's kind of really leading edge here and taking advantage of this new manage service. >>Yeah. So no big surprise, right. The existing customer base that currently uses red at Lenox and some of the options and open shift etcetera that are out today are then the right customers to potentially look at this when it comes to moving forward. Um, you know, industry wise, certainly there are areas in financial services, banking, insurance, um, et cetera. We're also seeing some around manufacturing a little a little less so, but some in media and telco as well. Um, So it's, it's a broad swath of the applicability of red hat and open shift is somewhat universal, but the early customer base is larger than sort of in those three areas. >>What I'm curious what the key target audiences are these Red Hat customers are these AWS customers? IBM all three. >>Yeah. I mean there isn't necessarily the perfect customer that we're not necessarily looking for as much as um if there are existing customers that are currently using Lennox for using Red Hat. Um, if there are someone who, a customer who currently has a relationship with either a W. S. Or IBM, um, there's an opportunity to essentially look at it from any of the angles if you're already on cloud or you've already experienced AWS in some shape or form, there's an opportunity to potentially to leverage rosa to further expand that capability and also have some more flexibility, so to speak. Um if you're already using IBM as a professional services provider and advisory firm, then they absolutely have the expertise and understanding of this product set to help you understand how it could be best leverage. Right? So you can kind of look at it from either the dimensions. Um if it's a customer that's completely new to all of us, then we're happy to talk to you. But um, it's uh, it's something that we'll definitely take a little bit more explanation to understand or why why you should or shouldn't consider this multi cloud open shift. Absolution >>got it. Let's shift gears a bit and talk about ASAP when we think about customers looking to migrate ASAP workloads to the cloud, looking at the right cloud provider providers and those are really big challenging strategic decisions for leadership to make. Talk to me about why when you're in those conversations, AWS is the best choice. >>Absolutely. I mean, really AWS and say with S A P N with many of our services is really looking to give all the options that you could conceivably need or want in order to engage in cloud migration and transformation. Um, press safety specifically right, There are a number of different options, right? You could go for a lift and shift or upgrade from many database. Too sweet on safety hana. Um, could potentially look to modernize and leverage cloud services, post post migration as well as the sort of final Pinnacle of that is a complete transformation to S four, S 4 Hana as far as why AWS specifically beyond just choice. Um, You know, from a from a cost perspective, uh it's a pretty, pretty compelling and we have some pretty compelling business and use cases around ultimately the cost savings that come when, when you move from an on premise S A. P implementation to cloud. Beyond that, usually the cloud migration itself as an opportunity to uh condense or reduce the number of instances you're paying for from an S A S a P perspective, which then further reduces cost um from a reliability perspective, you know, AWS is is the world's most secure, extensive, reliable part infrastructure, right? Um, any of the instances that you put on AWS are uh, instantly and say fairly instantly provision in such a way that they're they are provided across multiple what we call availability zones, um, which is giving you for the resiliency and the stability that really no other cloud broke Right. Um On the security front, I mean, this is really a unique position in that AWS plus IBM and the security, the depth and security services, you know, numerous years of professional services work um that IBM has done the security space um you know, they have roughly 8000 or so cybersecurity experts with an IBM so the combination of their expertise and security plus the security of our platform um is a great combination. Um I'd say the final one is around performance. Right. AWS offers many more cloud native options around certified ASAP instances specifically all the way from 256 gigabyte option all the way up to 24 terabytes, which is the largest of its kind. Um and as as those who have implemented ASAP No, it's a very resource intensive so having the ability to do that from a performance perspective is is a key differentiator for sure. >>Talk to me from your opinion about why IBM for S. A. P on AWS, why should customers go that direction for their projects? >>Yeah. You know, ASAP has, sorry, safety, IBM has over 40 years of experience in implementing ASAP for their customers. Right. They've done I think it's over 6000 S. A. P migrations, uh 40,000 global S A. P consultants around the world. Right. So from a capability and depth of experience, uh yeah, there's a lot of nuance to doing a safety implantation, particularly one that's been moving from on prem to the cloud. Um you know, they've got they've got the experience right beyond that, they have industry specific solutions that are pre configured. So I think that is 12 industry specific industry solutions we configured for S. A. P. It allows, you know, roughly 20-30 acceleration when it comes to implementation of platform. So um combination of just depth of experience, death of capability combined with these solutions to accelerate are all key key reasons for sure. >>The acceleration yet you bring up, sorry, is interesting because we saw in the last year the acceleration of digital transformation projects and businesses needing to pivot again and again and again to figure out how to survive and be successful in this very dynamic market in which we're still living anything industry. Why is it specific that you saw that was really driving the acceleration and the use cases for Rosa in the last year? Yeah, >>yeah. So you ASAP we saw an interesting trend as a result of what everyone's been experiencing in the last year with Covid etcetera. Um you know, many organizations postponed large european implementations and large as a few migrations because of what you just said, right, they weren't entirely sure um what would need to be done in order to survive either competitive threats or more? Just the global threats that are occurring. Um so what we saw was really none of, none of the transformations went away. They were put on hold for a period of time, let's say 6-9 months ago, maybe even a year ago almost um in lieu of I would say more um top line revenue generating or innovative type solutions that maybe we're focused specifically at, you know, the changing dynamic with with Covid. Um Since then we've seen a combination of those new ideas, right? Combination of the new innovation around health care of course, but also public sector and um you know, a lower unemployment and you know, the engagement there, we sent a combination of those new ideas and new innovations with the original goal of optimizing transforming ASAP, europe et cetera, And then combining the two to allow access to the data right that sits inside the S. A. P. Implementation ASAP, Combined the data asap with all these new innovations and then ultimately use that to sort of capitalize on what the future business is going to be. Um that's been huge. It's been very interesting to see some organizations completely changed their business model over the course of the last 12 months um in ways they probably had never intended you before. Right? But it's it's absolutely become an opportunity, you know, time with a lot of challenges. >>I agree there are silver linings and we've seen a lot of those interesting opportunities to your point and businesses probably would never have come up with had there not been a forcing function like we've been living with Julio. Thank you for joining me today. Talking to me about what's going on with I. B. M. And A W. S will be excited to follow. What happens with Rosa as a, uh, continues to roll out and we appreciate you joining us on the program. >>Absolutely. Thank you for time. >>Pearly Lebron chime lisa martin. You're watching the cubes digital coverage of IBM think 2021. Mhm.

>>Okay we're here on the cube covering H. P. E. Accelerating next and with me is Rule Sister Mons, who was the head of it at the Netherlands Cancer Institute also known as NK I welcome rule. >>Thank you very much. Great to be here. >>Hey what can you tell us about the Netherlands Cancer Institute? Maybe you could talk about your core principles and and and also if you could weave in your specific areas of expertise. >>Yeah maybe first introduction to the National Cancer Institute. We are one of the top 10 comprehensive cancers in the world. And what we do is we combine a hospital for treating patients with cancer and research institute under one roof. So the discoveries we do we find within the research. We can easily bring them back to the clinic and and visa versa. So um we have about 750 researchers and about 3000 other employees, doctors, nurses and and my role is to facilitate them at their best with I. T. >>Got it. So I mean everybody talks about digital digital transformation to us that it all comes down to data. So curious how you collect and take advantage of medical data specifically to support NK eyes goals. Maybe some of the challenges that your organization faces with the amount of data, the speed of data coming in. Just the the complexities of data. How do you handle that? >>Yeah it's it's it's a challenge and uh what we we have we have a really a large amount of data so we produce uh terabytes today and we have stored now one petabyte of data at this moment. And it's uh the challenge is to reuse the data optimal for research and to share it with other institutions. So that needs to have a flexible infrastructure for that. So a fast really fast network big data storage environment. But the real challenge is not so much the I. T. But is more the quality of the data. So we have a lot of medical systems all producing those data and how do we combine them and you get the data fair. So findable accessible, interoperable and reusable for research purposes. So I think that's the main shell is the quality of the data. >>Very common themes that we hear from from other customers. I wonder if you could paint a picture of your environment and maybe you can share where HP solutions fit in what what value they bring to your organization's mission. >>Yeah I think it it brings a lot of flexibility. So what we did with HP. Es. That we we developed a software defined data center and then a virtual workplace for our researchers and doctors and that that's based on the HB infrastructure. And what we wanted to build is something that I expect the needs of doctors and nurses, but also the researchers and to kind of different blood groups, blood groups and with different needs. So, uh but we wanted to create one infrastructure because we wanted to make the connection between the hospital and research that's that's more important. So uh HPD helped helped us not only with the infrastructure itself, but also designing and the whole architecture of it. And for example, what we did is we bought a lot of hardware and and and the hardware is really doing his job between 9 to 5 Dennis, everything is working within, everyone is working with an institution, but all the other time in the evening and and nine hours and also the redundant environment we have for for our health care that doesn't do nothing of uh much more less uh in those uh dark hours. So, but we we created together with A V N H B and B M R, is that we we we call it Fidel today, compute by night. So we re use those uh those servers and those Gpu capacity for computational research jobs within the research. >>That's how you mentioned flexibility for this genius. And and so we're talking, you said a lot of hardware probably reliant, I think synergy Aruba networking is in there. How are you using this environment? Actually, the question really is when you think about NK eyes digital transformation, I mean, is this sort of the fundamental platform that you're using? Is it a maybe you could describe that? >>Yeah, it's the fundamental platform to work on. And what we see is that we have we have now everything in place for it. But the real challenge is, is the next steps we are in. So we have a software defined data center, we are cloud ready. So the next step is to make the connection to the cloud to give more automation to our researchers. So they don't have to wait a couple of weeks for I. T. To do it but they can do it themselves with a couple of clicks. So I think the basic is is we are really flexible and we have a lot of opportunities for automation for example. But the next step is to create that the business value really for for our employees. >>That's a great story and a very important mission. Really fascinating stuff. Thanks for sharing this with our audience today. Really appreciate your time. >>Thank you very much. >>Okay, this is Day Volonte with the cube stay right there for more great content. You're watching accelerating next from HP.

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by silicon angle, everybody to Cuban cloud. My name is Dave Volonte, and I'll be here throughout the day with my co host, John Ferrier, who was quarantined in an undisclosed location in California. He's all good. Don't worry. Just precautionary. John, how are you doing? >>Hey, great to see you. John. Quarantine. My youngest daughter had covitz, so contact tracing. I was negative in quarantine at a friend's location. All good. >>Well, we wish you the best. Yeah, well, right. I mean, you know what's it like, John? I mean, you're away from your family. Your basically shut in, right? I mean, you go out for a walk, but you're really not in any contact with anybody. >>Correct? Yeah. I mean, basically just isolation, Um, pretty much what everyone's been kind of living on, kind of suffering through, but hopefully the vaccines are being distributed. You know, one of the things we talked about it reinvent the Amazon's cloud conference. Was the vaccine on, but just the whole workflow around that it's gonna get better. It's kind of really sucky. Here in the California area, they haven't done a good job, a lot of criticism around, how that's rolling out. And, you know, Amazon is now offering to help now that there's a new regime in the U. S. Government S o. You know, something to talk about, But certainly this has been a terrible time for Cove it and everyone in the deaths involved. But it's it's essentially pulled back the covers, if you will, on technology and you're seeing everything. Society. In fact, um, well, that's big tech MIT disinformation campaigns. All these vulnerabilities and cyber, um, accelerated digital transformation. We'll talk about a lot today, but yeah, it's totally changed the world. And I think we're in a new generation. I think this is a real inflection point, Dave. You know, modern society and the geo political impact of this is significant. You know, one of the benefits of being quarantined you'd be hanging out on these clubhouse APS, uh, late at night, listening to experts talk about what's going on, and it's interesting what's happening with with things like water and, you know, the island of Taiwan and China and U. S. Sovereignty, data, sovereignty, misinformation. So much going on to talk about. And, uh, meanwhile, companies like Mark injuries in BC firm starting a media company. What's going on? Hell freezing over. So >>we're gonna be talking about a lot of that stuff today. I mean, Cuba on cloud. It's our very first virtual editorial event we're trying to do is bring together our community. It's a it's an open forum and we're we're running the day on our 3 65 software platform. So we got a great lineup. We got CEO Seo's data Practitioners. We got a hard core technologies coming in, cloud experts, investors. We got some analysts coming in and we're creating this day long Siri's. And we've got a number of sessions that we've developed and we're gonna unpack. The future of Cloud computing in the coming decade is, John said, we're gonna talk about some of the public policy new administration. What does that mean for tech and for big tech in General? John, what can you add to that? >>Well, I think one of the things that we talked about Cove in this personal impact to me but other people as well. One of the things that people are craving right now is information factual information, truth texture that we call it. But hear this event for us, Davis, our first inaugural editorial event. Robbo, Kristen, Nicole, the entire Cube team Silicon angle, really trying to put together Morva cadence we're gonna doom or of these events where we can put out feature the best people in our community that have great fresh voices. You know, we do interview the big names Andy Jassy, Michael Dell, the billionaires with people making things happen. But it's often the people under there that are the rial newsmakers amid savory, for instance, that Google one of the most impressive technical people, he's gotta talk. He's gonna present democratization of software development in many Mawr riel people making things happen. And I think there's a communal element. We're going to do more of these. Obviously, we have, uh, no events to go to with the Cube. So we have the cube virtual software that we have been building and over years and now perfecting and we're gonna introduce that we're gonna put it to work, their dog footing it. We're gonna put that software toe work. We're gonna do a lot mawr virtual events like this Cuban cloud Cuban startup Cuban raising money. Cuban healthcare, Cuban venture capital. Always think we could do anything. Question is, what's the right story? What's the most important stories? Who's telling it and increase the aperture of the lens of the industry that we have and and expose that and fastest possible. That's what this software, you'll see more of it. So it's super exciting. We're gonna add new features like pulling people up on stage, Um, kind of bring on the clubhouse vibe and more of a community interaction with people to meet each other, and we'll roll those out. But the goal here is to just showcase it's cloud story in a way from people that are living it and providing value. So enjoy the day is gonna be chock full of presentations. We're gonna have moderated chat in these sessions, so it's an all day event so people can come in, drop out, and also that's everything's on demand immediately after the time slot. But you >>want to >>participate, come into the time slot into the cube room or breakout session. Whatever you wanna call it, it's a cube room, and the people in there chatting and having a watch party. So >>when you're in that home page when you're watching, there's a hero video there. Beneath that, there's a calendar, and you'll see that red line is that red horizontal line of vertical line is rather, it's a linear clock that will show you where we are in the day. If you click on any one of those sessions that will take you into the chat, we'll take you through those in a moment and share with you some of the guests that we have upcoming and and take you through the day what I wanted to do. John is trying to set the stage for the conversations that folks are gonna here today. And to do that, I wanna ask the guys to bring up a graphic. And I want to talk to you, John, about the progression of cloud over time and maybe go back to the beginning and review the evolution of cloud and then really talk a little bit about where we think it Z headed. So, guys, if you bring up that graphic when a W S announced s three, it was March of 2000 and six. And as you recall, John you know, nobody really. In the vendor and user community. They didn't really pay too much attention to that. And then later that year, in August, it announced E C two people really started. They started to think about a new model of computing, but they were largely, you know, chicken tires. And it was kind of bleeding edge developers that really leaned in. Um what? What were you thinking at the time? When when you saw, uh, s three e c to this retail company coming into the tech world? >>I mean, I thought it was totally crap. I'm like, this is terrible. But then at that time, I was thinking working on I was in between kind of start ups and I didn't have a lot of seed funding. And then I realized the C two was freaking awesome. But I'm like, Holy shit, this is really great because I don't need to pay a lot of cash, the Provisional Data center, or get a server. Or, you know, at that time, state of the art startup move was to buy a super micro box or some sort of power server. Um, it was well past the whole proprietary thing. But you have to assemble probably anyone with 5 to 8 grand box and go in, and we'll put a couple ghetto rack, which is basically, uh, you know, you put it into some coasting location. It's like with everybody else in the tech ghetto of hosting, still paying monthly fees and then maintaining it and provisioning that's just to get started. And then Amazon was just really easy. And then from there you just It was just awesome. I just knew Amazon would be great. They had a lot of things that they had to fix. You know, custom domains and user interface Council got better and better, but it was awesome. >>Well, what we really saw the cloud take hold from my perspective anyway, was the financial crisis in, you know, 709 It put cloud on the radar of a number of CFOs and, of course, shadow I T departments. They wanted to get stuff done and and take I t in in in, ah, pecs, bite sized chunks. So it really was. There's cloud awakening and we came out of that financial crisis, and this we're now in this 10 year plus boom um, you know, notwithstanding obviously the economic crisis with cove it. But much of it was powered by the cloud in the decade. I would say it was really about I t transformation. And it kind of ironic, if you will, because the pandemic it hits at the beginning of this decade, >>and it >>creates this mandate to go digital. So you've you've said a lot. John has pulled forward. It's accelerated this industry transformation. Everybody talks about that, but and we've highlighted it here in this graphic. It probably would have taken several more years to mature. But overnight you had this forced march to digital. And if you weren't a digital business, you were kind of out of business. And and so it's sort of here to stay. How do you see >>You >>know what this evolution and what we can expect in the coming decades? E think it's safe to say the last 10 years defined by you know, I t transformation. That's not gonna be the same in the coming years. How do you see it? >>It's interesting. I think the big tech companies are on, but I think this past election, the United States shows um, the power that technology has. And if you look at some of the main trends in the enterprise specifically around what clouds accelerating, I call the second wave of innovations coming where, um, it's different. It's not what people expect. Its edge edge computing, for instance, has talked about a lot. But industrial i o t. Is really where we've had a lot of problems lately in terms of hacks and malware and just just overall vulnerabilities, whether it's supply chain vulnerabilities, toe actual disinformation, you know, you know, vulnerabilities inside these networks s I think this network effects, it's gonna be a huge thing. I think the impact that tech will have on society and global society geopolitical things gonna be also another one. Um, I think the modern application development of how applications were written with data, you know, we always been saying this day from the beginning of the Cube data is his integral part of the development process. And I think more than ever, when you think about cloud and edge and this distributed computing paradigm, that cloud is now going next level with is the software and how it's written will be different. You gotta handle things like, where's the compute component? Is it gonna be at the edge with all the server chips, innovations that Amazon apple intel of doing, you're gonna have compute right at the edge, industrial and kind of human edge. How does that work? What's Leighton see to that? It's it really is an edge game. So to me, software has to be written holistically in a system's impact on the way. Now that's not necessarily nude in the computer science and in the tech field, it's just gonna be deployed differently. So that's a complete rewrite, in my opinion of the software applications. Which is why you're seeing Amazon Google VM Ware really pushing Cooper Netease and these service messes in the micro Services because super critical of this technology become smarter, automated, autonomous. And that's completely different paradigm in the old full stack developer, you know, kind of model. You know, the full stack developer, his ancient. There's no such thing as a full stack developer anymore, in my opinion, because it's a half a stack because the cloud takes up the other half. But no one wants to be called the half stack developer because it doesn't sound as good as Full Stack, but really Cloud has eliminated the technology complexity of what a full stack developer used to dio. Now you can manage it and do things with it, so you know, there's some work to done, but the heavy lifting but taking care of it's the top of the stack that I think is gonna be a really critical component. >>Yeah, and that that sort of automation and machine intelligence layer is really at the top of the stack. This this thing becomes ubiquitous, and we now start to build businesses and new processes on top of it. I wanna I wanna take a look at the Big Three and guys, Can we bring up the other The next graphic, which is an estimate of what the revenue looks like for the for the Big three. And John, this is I asked and past spend for the Big Three Cloud players. And it's It's an estimate that we're gonna update after earning seasons, and I wanna point a couple things out here. First is if you look at the combined revenue production of the Big Three last year, it's almost 80 billion in infrastructure spend. I mean, think about that. That Z was that incremental spend? No. It really has caused a lot of consolidation in the on Prem data center business for guys like Dell. And, you know, um, see, now, part of the LHP split up IBM Oracle. I mean, it's etcetera. They've all felt this sea change, and they had to respond to it. I think the second thing is you can see on this data. Um, it's true that azure and G C P they seem to be growing faster than a W s. We don't know the exact numbers >>because >>A W S is the only company that really provides a clean view of i s and pass. Whereas Microsoft and Google, they kind of hide the ball in their numbers. I mean, I don't blame them because they're behind, but they do leave breadcrumbs and clues about growth rates and so forth. And so we have other means of estimating, but it's it's undeniable that azure is catching up. I mean, it's still quite distance the third thing, and before I want to get your input here, John is this is nuanced. But despite the fact that Azure and Google the growing faster than a W s. You can see those growth rates. A W s I'll call this out is the only company by our estimates that grew its business sequentially last quarter. Now, in and of itself, that's not significant. But what is significant is because AWS is so large there $45 billion last year, even if the slower growth rates it's able to grow mawr and absolute terms than its competitors, who are basically flat to down sequentially by our estimates. Eso So that's something that I think is important to point out. Everybody focuses on the growth rates, but it's you gotta look at also the absolute dollars and, well, nonetheless, Microsoft in particular, they're they're closing the gap steadily, and and we should talk more about the competitive dynamics. But I'd love to get your take on on all this, John. >>Well, I mean, the clouds are gonna win right now. Big time with the one the political climate is gonna be favoring Big check. But more importantly, with just talking about covert impact and celebrating the digital transformation is gonna create a massive rising tide. It's already happening. It's happening it's happening. And again, this shift in programming, uh, models are gonna really kinda accelerating, create new great growth. So there's no doubt in my mind of all three you're gonna win big, uh, in the future, they're just different, You know, the way they're going to market position themselves, they have to be. Google has to be a little bit different than Amazon because they're smaller and they also have different capabilities, then trying to catch up. So if you're Google or Microsoft, you have to have a competitive strategy to decide. How do I wanna ride the tide If you will put the rising tide? Well, if I'm Amazon, I mean, if I'm Microsoft and Google, I'm not going to try to go frontal and try to copy Amazon because Amazon is just pounding lead of features and scale and they're different. They were, I would say, take advantage of the first mover of pure public cloud. They really awesome. It passed and I, as they've integrated in Gardner, now reports and integrated I as and passed components. So Gardner finally got their act together and said, Hey, this is really one thing. SAS is completely different animal now Microsoft Super Smart because they I think they played the right card. They have a huge installed base converted to keep office 3 65 and move sequel server and all their core jewels into the cloud as fast as possible, clarified while filling in the gaps on the product side to be cloud. So you know, as you're doing trends job, they're just it's just pedal as fast as you can. But Microsoft is really in. The strategy is just go faster trying. Keep pedaling fast, get the features, feature velocity and try to make it high quality. Google is a little bit different. They have a little power base in terms of their network of strong, and they have a lot of other big data capabilities, so they have to use those to their advantage. So there is. There is there is competitive strategy game application happening with these companies. It's not like apples, the apples, In my opinion, it never has been, and I think that's funny that people talk about it that way. >>Well, you're bringing up some great points. I want guys bring up the next graphic because a lot of things that John just said are really relevant here. And what we're showing is that's a survey. Data from E. T. R R Data partners, like 1400 plus CEOs and I T buyers and on the vertical axis is this thing called Net score, which is a measure of spending momentum. And the horizontal axis is is what's called market share. It's a measure of the pervasiveness or, you know, number of mentions in the data set. There's a couple of key points I wanna I wanna pick up on relative to what John just said. So you see A W S and Microsoft? They stand alone. I mean, they're the hyper scale er's. They're far ahead of the pack and frankly, they have fall down, toe, lose their lead. They spend a lot on Capex. They got the flywheel effects going. They got both spending velocity and large market shares, and so, but they're taking a different approach. John, you're right there living off of their SAS, the state, their software state, Andi, they're they're building that in to their cloud. So they got their sort of a captive base of Microsoft customers. So they've got that advantage. They also as we'll hear from from Microsoft today. They they're building mawr abstraction layers. Andy Jassy has said We don't wanna be in that abstraction layer business. We wanna have access to those, you know, fine grain primitives and eso at an AP level. So so we can move fast with the market. But but But so those air sort of different philosophies, John? >>Yeah. I mean, you know, people who know me know that I love Amazon. I think their product is superior at many levels on in its way that that has advantages again. They have a great sass and ecosystem. They don't really have their own SAS play, although they're trying to add some stuff on. I've been kind of critical of Microsoft in the past, but one thing I'm not critical of Microsoft, and people can get this wrong in the marketplace. Actually, in the journalism world and also in just some other analysts, Microsoft has always had large scale eso to say that Microsoft never had scale on that Amazon owned the monopoly on our franchise on scales wrong. Microsoft had scale from day one. Their business was always large scale global. They've always had infrastructure with MSN and their search and the distributive how they distribute browsers and multiple countries. Remember they had the lock on the operating system and the browser for until the government stepped in in 1997. And since 1997 Microsoft never ever not invested in infrastructure and scale. So that whole premise that they don't compete well there is wrong. And I think that chart demonstrates that there, in there in the hyper scale leadership category, hands down the question that I have. Is that there not as good and making that scale integrate in because they have that legacy cards. This is the classic innovator's dilemma. Clay Christensen, right? So I think they're doing a good job. I think their strategy sound. They're moving as fast as they can. But then you know they're not gonna come out and say We don't have the best cloud. Um, that's not a marketing strategy. Have to kind of hide in this and get better and then double down on where they're winning, which is. Clients are converting from their legacy at the speed of Microsoft, and they have a huge client base, So that's why they're stopping so high That's why they're so good. >>Well, I'm gonna I'm gonna give you a little preview. I talked to gear up your f Who's gonna come on today and you'll see I I asked him because the criticism of Microsoft is they're, you know, they're just good enough. And so I asked him, Are you better than good enough? You know, those are fighting words if you're inside of Microsoft, but so you'll you'll have to wait to see his answer. Now, if you guys, if you could bring that that graphic back up I wanted to get into the hybrid zone. You know where the field is. Always got >>some questions coming in on chat, Dave. So we'll get to those >>great Awesome. So just just real quick Here you see this hybrid zone, this the field is bunched up, and the other companies who have a large on Prem presence and have been forced to initiate some kind of coherent cloud strategy included. There is Michael Michael, multi Cloud, and Google's there, too, because they're far behind and they got to take a different approach than a W s. But as you can see, so there's some real progress here. VM ware cloud on AWS stands out, as does red hat open shift. You got VM Ware Cloud, which is a VCF Cloud Foundation, even Dell's cloud. And you'd expect HP with Green Lake to be picking up momentum in the future quarters. And you've got IBM and Oracle, which there you go with the innovator's dilemma. But there, at least in the cloud game, and we can talk about that. But so, John, you know, to your point, you've gotta have different strategies. You're you're not going to take out the big too. So you gotta play, connect your print your on Prem to your cloud, your hybrid multi cloud and try to create new opportunities and new value there. >>Yeah, I mean, I think we'll get to the question, but just that point. I think this Zeri Chen's come on the Cube many times. We're trying to get him to come on lunch today with Features startup, but he's always said on the Q B is a V C at Greylock great firm. Jerry's Cloud genius. He's been there, but he made a point many, many years ago. It's not a winner. Take all the winner. Take most, and the Big Three maybe put four or five in there. We'll take most of the markets here. But I think one of the things that people are missing and aren't talking about Dave is that there's going to be a second tier cloud, large scale model. I don't want to say tear to cloud. It's coming to sound like a sub sub cloud, but a new category of cloud on cloud, right? So meaning if you get a snowflake, did I think this is a tale? Sign to what's coming. VM Ware Cloud is a native has had huge success, mainly because Amazon is essentially enabling them to be successful. So I think is going to be a wave of a more of a channel model of indirect cloud build out where companies like the Cube, potentially for media or others, will build clouds on top of the cloud. So if Google, Microsoft and Amazon, whoever is the first one to really enable that okay, we'll do extremely well because that means you can compete with their scale and create differentiation on top. So what snowflake did is all on Amazon now. They kind of should go to azure because it's, you know, politically correct that have multiple clouds and distribution and business model shifts. But to get that kind of performance they just wrote on Amazon. So there's nothing wrong with that. Because you're getting paid is variable. It's cap ex op X nice categorization. So I think that's the way that we're watching. I think it's super valuable, I think will create some surprises in terms of who might come out of the woodwork on be a leader in a category. Well, >>your timing is perfect, John and we do have some questions in the chat. But before we get to that, I want to bring in Sargi Joe Hall, who's a contributor to to our community. Sargi. Can you hear us? All right, so we got, uh, while >>bringing in Sarpy. Let's go down from the questions. So the first question, Um, we'll still we'll get the student second. The first question. But Ronald ask, Can a vendor in 2021 exist without a hybrid cloud story? Well, story and capabilities. Yes, they could live with. They have to have a story. >>Well, And if they don't own a public cloud? No. No, they absolutely cannot. Uh hey, Sergey. How you doing, man? Good to see you. So, folks, let me let me bring in Sergeant Kohala. He's a He's a cloud architect. He's a practitioner, He's worked in as a technologist. And there's a frequent guest on on the Cube. Good to see you, my friend. Thanks for taking the time with us. >>And good to see you guys to >>us. So we were kind of riffing on the competitive landscape we got. We got so much to talk about this, like, it's a number of questions coming in. Um, but Sargi we wanna talk about you know, what's happening here in Cloud Land? Let's get right into it. I mean, what do you guys see? I mean, we got yesterday. New regime, new inaug inauguration. Do you do you expect public policy? You'll start with you Sargi to have What kind of effect do you think public policy will have on, you know, cloud generally specifically, the big tech companies, the tech lash. Is it gonna be more of the same? Or do you see a big difference coming? >>I think that there will be some changing narrative. I believe on that. is mainly, um, from the regulators side. A lot has happened in one month, right? So people, I think are losing faith in high tech in a certain way. I mean, it doesn't, uh, e think it matters with camp. You belong to left or right kind of thing. Right? But parlor getting booted out from Italy s. I think that was huge. Um, like, how do you know that if a cloud provider will not boot you out? Um, like, what is that line where you draw the line? What are the rules? I think that discussion has to take place. Another thing which has happened in the last 23 months is is the solar winds hack, right? So not us not sort acknowledging that I was Russia and then wish you watching it now, new administration might have a different sort of Boston on that. I think that's huge. I think public public private partnership in security arena will emerge this year. We have to address that. Yeah, I think it's not changing. Uh, >>economics economy >>will change gradually. You know, we're coming out off pandemic. The money is still cheap on debt will not be cheap. for long. I think m and a activity really will pick up. So those are my sort of high level, Uh, >>thank you. I wanna come back to them. And because there's a question that chat about him in a But, John, how do you see it? Do you think Amazon and Google on a slippery slope booting parlor off? I mean, how do they adjudicate between? Well, what's happening in parlor? Uh, anything could happen on clubhouse. Who knows? I mean, can you use a I to find that stuff? >>Well, that's I mean, the Amazons, right? Hiding right there bunkered in right now from that bad, bad situation. Because again, like people we said Amazon, these all three cloud players win in the current environment. Okay, Who wins with the U. S. With the way we are China, Russia, cloud players. Okay, let's face it, that's the reality. So if I wanted to reset the world stage, you know what better way than the, you know, change over the United States economy, put people out of work, make people scared, and then reset the entire global landscape and control all with cash? That's, you know, conspiracy theory. >>So you see the riches, you see the riches, get the rich, get richer. >>Yeah, well, that's well, that's that. That's kind of what's happening, right? So if you start getting into this idea that you can't actually have an app on site because the reason now I'm not gonna I don't know the particular parlor, but apparently there was a reason. But this is dangerous, right? So what? What that's gonna do is and whether it's right or wrong or not, whether political opinion is it means that they were essentially taken offline by people that weren't voted for that. Weren't that when people didn't vote for So that's not a democracy, right? So that's that's a different kind of regime. What it's also going to do is you also have this groundswell of decentralized thinking, right. So you have a whole wave of crypto and decentralized, um, cyber punks out there who want to decentralize it. So all of this stuff in January has created a huge counterculture, and I had predicted this so many times in the Cube. David counterculture is coming and and you already have this kind of counterculture between centralized and decentralized thinking and so I think the Amazon's move is dangerous at a fundamental level. Because if you can't get it, if you can't get buy domain names and you're completely blackballed by by organized players, that's a Mafia, in my opinion. So, uh, and that and it's also fuels the decentralized move because people say, Hey, if that could be done to them, it could be done to me. Just the fact that it could be done will promote a swing in the other direction. I >>mean, independent of of, you know, again, somebody said your political views. I mean Parlor would say, Hey, we're trying to clean this stuff up now. Maybe they didn't do it fast enough, but you think about how new parlor is. You think about the early days of Twitter and Facebook, so they were sort of at a disadvantage. Trying to >>have it was it was partly was what it was. It was a right wing stand up job of standing up something quick. Their security was terrible. If you look at me and Cory Quinn on be great to have him, and he did a great analysis on this, because if you look the lawsuit was just terrible. Security was just a half, asshole. >>Well, and the experience was horrible. I mean, it's not It was not a great app, but But, like you said, it was a quick stew. Hand up, you know, for an agenda. But nonetheless, you know, to start, get to your point earlier. It's like, you know, Are they gonna, you know, shut me down? If I say something that's, you know, out of line, or how do I control that? >>Yeah, I remember, like, 2019, we involved closing sort of remarks. I was there. I was saying that these companies are gonna be too big to fail. And also, they're too big for other nations to do business with. In a way, I think MNCs are running the show worldwide. They're running the government's. They are way. Have seen the proof of that in us this year. Late last year and this year, um, Twitter last night blocked Chinese Ambassador E in us. Um, from there, you know, platform last night and I was like, What? What's going on? So, like, we used to we used to say, like the Chinese company, tech companies are in bed with the Chinese government. Right. Remember that? And now and now, Actually, I think Chinese people can say the same thing about us companies. Uh, it's not a good thing. >>Well, let's >>get some question. >>Let's get some questions from the chat. Yeah. Thank you. One is on M and a subject you mentioned them in a Who do you see is possible emanate targets. I mean, I could throw a couple out there. Um, you know, some of the cdn players, maybe aka my You know, I like I like Hashi Corp. I think they're doing some really interesting things. What do you see? >>Nothing. Hashi Corp. And anybody who's doing things in the periphery is a candidate for many by the big guys, you know, by the hyper scholars and number two tier two or five hyper scholars. Right. Uh, that's why sales forces of the world and stuff like that. Um, some some companies, which I thought there will be a target, Sort of. I mean, they target they're getting too big, because off their evaluations, I think how she Corpuz one, um, >>and >>their bunch in the networking space. Uh, well, Tara, if I say the right that was acquired by at five this week, this week or last week, Actually, last week for $500 million. Um, I know they're founder. So, like I found that, Yeah, there's a lot going on on the on the network side on the anything to do with data. Uh, that those air too hard areas in the cloud arena >>data, data protection, John, any any anything you could adhere. >>And I think I mean, I think ej ej is gonna be where the gaps are. And I think m and a activity is gonna be where again, the bigger too big to fail would agree with you on that one. But we're gonna look at white Spaces and say a white space for Amazon is like a monster space for a start up. Right? So you're gonna have these huge white spaces opportunities, and I think it's gonna be an M and a opportunity big time start ups to get bought in. Given the speed on, I think you're gonna see it around databases and around some of these new service meshes and micro services. I mean, >>they there's a There's a question here, somebody's that dons asking why is Google who has the most pervasive tech infrastructure on the planet. Not at the same level of other to hyper scale is I'll give you my two cents is because it took him a long time to get their heads out of their ads. I wrote a piece of around that a while ago on they just they figured out how to learn the enterprise. I mean, John, you've made this point a number of times, but they just and I got a late start. >>Yeah, they're adding a lot of people. If you look at their who their hiring on the Google Cloud, they're adding a lot of enterprise chops in there. They realized this years ago, and we've talked to many of the top leaders, although Curry and hasn't yet sit down with us. Um, don't know what he's hiding or waiting for, but they're clearly not geared up to chicken Pete. You can see it with some some of the things that they're doing, but I mean competed the level of Amazon, but they have strength and they're playing their strength, but they definitely recognize that they didn't have the enterprise motions and people in the DNA and that David takes time people in the enterprise. It's not for the faint of heart. It's unique details that are different. You can't just, you know, swing the Google playbook and saying We're gonna home The enterprises are text grade. They knew that years ago. So I think you're going to see a good year for Google. I think you'll see a lot of change. Um, they got great people in there. On the product marketing side is Dev Solution Architects, and then the SRE model that they have perfected has been strong. And I think security is an area that they could really had a lot of value it. So, um always been a big fan of their huge network and all the intelligence they have that they could bring to bear on security. >>Yeah, I think Google's problem main problem that to actually there many, but one is that they don't They don't have the boots on the ground as compared to um, Microsoft, especially an Amazon actually had a similar problem, but they had a wide breath off their product portfolio. I always talk about feature proximity in cloud context, like if you're doing one thing. You wanna do another thing? And how do you go get that feature? Do you go to another cloud writer or it's right there where you are. So I think Amazon has the feature proximity and they also have, uh, aske Compared to Google, there's skills gravity. Larger people are trained on AWS. I think Google is trying there. So second problem Google is having is that that they're they're more focused on, I believe, um, on the data science part on their sort of skipping the cool components sort of off the cloud, if you will. The where the workloads needs, you know, basic stuff, right? That's like your compute storage and network. And that has to be well, talk through e think e think they will do good. >>Well, so later today, Paul Dillon sits down with Mids Avery of Google used to be in Oracle. He's with Google now, and he's gonna push him on on the numbers. You know, you're a distant third. Does that matter? And of course, you know, you're just a preview of it's gonna say, Well, no, we don't really pay attention to that stuff. But, John, you said something earlier that. I think Jerry Chen made this comment that, you know, Is it a winner? Take all? No, but it's a winner. Take a lot. You know the number two is going to get a big chunk of the pie. It appears that the markets big enough for three. But do you? Does Google have to really dramatically close the gap on be a much, much closer, you know, to the to the leaders in orderto to compete in this race? Or can they just kind of continue to bump along, siphon off the ad revenue? Put it out there? I mean, I >>definitely can compete. I think that's like Google's in it. Then it they're not. They're not caving, right? >>So But But I wrote I wrote recently that I thought they should even even put mawr oven emphasis on the cloud. I mean, maybe maybe they're already, you know, doubling down triple down. I just I think that is a multi trillion dollar, you know, future for the industry. And, you know, I think Google, believe it or not, could even do more. Now. Maybe there's just so much you could dio. >>There's a lot of challenges with these company, especially Google. They're in Silicon Valley. We have a big Social Justice warrior mentality. Um, there's a big debate going on the in the back channels of the tech scene here, and that is that if you want to be successful in cloud, you have to have a good edge strategy, and that involves surveillance, use of data and pushing the privacy limits. Right? So you know, Google has people within the country that will protest contract because AI is being used for war. Yet we have the most unstable geopolitical seen that I've ever witnessed in my lifetime going on right now. So, um, don't >>you think that's what happened with parlor? I mean, Rob Hope said, Hey, bar is pretty high to kick somebody off your platform. The parlor went over the line, but I would also think that a lot of the employees, whether it's Google AWS as well, said, Hey, why are we supporting you know this and so to your point about social justice, I mean, that's not something. That >>parlor was not just social justice. They were trying to throw the government. That's Rob e. I think they were in there to get selfies and being protesters. But apparently there was evidence from what I heard in some of these clubhouse, uh, private chats. Waas. There was overwhelming evidence on parlor. >>Yeah, but my point is that the employee backlash was also a factor. That's that's all I'm saying. >>Well, we have Google is your Google and you have employees to say we will boycott and walk out if you bid on that jet I contract for instance, right, But Microsoft one from maybe >>so. I mean, that's well, >>I think I think Tom Poole's making a really good point here, which is a Google is an alternative. Thio aws. The last Google cloud next that we were asked at they had is all virtual issue. But I saw a lot of I T practitioners in the audience looking around for an alternative to a W s just seeing, though, we could talk about Mano Cloud or Multi Cloud, and Andy Jassy has his his narrative around, and he's true when somebody goes multiple clouds, they put you know most of their eggs in one basket. Nonetheless, I think you know, Google's got a lot of people interested in, particularly in the analytic side, um, in in an alternative, hedging their bets eso and particularly use cases, so they should be able to do so. I guess my the bottom line here is the markets big enough to have Really? You don't have to be the Jack Welch. I gotta be number one and number two in the market. Is that the conclusion here? >>I think so. But the data gravity and the skills gravity are playing against them. Another problem, which I didn't want a couple of earlier was Google Eyes is that they have to boot out AWS wherever they go. Right? That is a huge challenge. Um, most off the most off the Fortune 2000 companies are already using AWS in one way or another. Right? So they are the multi cloud kind of player. Another one, you know, and just pure purely somebody going 200% Google Cloud. Uh, those cases are kind of pure, if you will. >>I think it's gonna be absolutely multi cloud. I think it's gonna be a time where you looked at the marketplace and you're gonna think in terms of disaster recovery, model of cloud or just fault tolerant capabilities or, you know, look at the parlor, the next parlor. Or what if Amazon wakes up one day and said, Hey, I don't like the cubes commentary on their virtual events, so shut them down. We should have a fail over to Google Cloud should Microsoft and Option. And one of people in Microsoft ecosystem wants to buy services from us. We have toe kind of co locate there. So these are all open questions that are gonna be the that will become certain pretty quickly, which is, you know, can a company diversify their computing An i t. In a way that works. And I think the momentum around Cooper Netease you're seeing as a great connective tissue between, you know, having applications work between clouds. Right? Well, directionally correct, in my opinion, because if I'm a company, why wouldn't I wanna have choice? So >>let's talk about this. The data is mixed on that. I'll share some data, meaty our data with you. About half the companies will say Yeah, we're spreading the wealth around to multiple clouds. Okay, That's one thing will come back to that. About the other half were saying, Yeah, we're predominantly mono cloud we didn't have. The resource is. But what I think going forward is that that what multi cloud really becomes. And I think John, you mentioned Snowflake before. I think that's an indicator of what what true multi cloud is going to look like. And what Snowflake is doing is they're building abstraction, layer across clouds. Ed Walsh would say, I'm standing on the shoulders of Giants, so they're basically following points of presence around the globe and building their own cloud. They call it a data cloud with a global mesh. We'll hear more about that later today, but you sign on to that cloud. So they're saying, Hey, we're gonna build value because so many of Amazon's not gonna build that abstraction layer across multi clouds, at least not in the near term. So that's a really opportunity for >>people. I mean, I don't want to sound like I'm dating myself, but you know the date ourselves, David. I remember back in the eighties, when you had open systems movement, right? The part of the whole Revolution OS I open systems interconnect model. At that time, the networking stacks for S N A. For IBM, decadent for deck we all know that was a proprietary stack and then incomes TCP I p Now os I never really happened on all seven layers, but the bottom layers standardized. Okay, that was huge. So I think if you look at a W s or some of the comments in the chat AWS is could be the s n a. Depends how you're looking at it, right? And you could say they're open. But in a way, they want more Amazon. So Amazon's not out there saying we love multi cloud. Why would they promote multi cloud? They are a one of the clouds they want. >>That's interesting, John. And then subject is a cloud architect. I mean, it's it is not trivial to make You're a data cloud. If you're snowflake, work on AWS work on Google. Work on Azure. Be seamless. I mean, certainly the marketing says that, but technically, that's not trivial. You know, there are latent see issues. Uh, you know, So that's gonna take a while to develop. What? Do your thoughts there? >>I think that multi cloud for for same workload and multi cloud for different workloads are two different things. Like we usually put multiple er in one bucket, right? So I think you're right. If you're trying to do multi cloud for the same workload, that's it. That's Ah, complex, uh, problem to solve architecturally, right. You have to have a common ap ice and common, you know, control playing, if you will. And we don't have that yet, and then we will not have that for a for at least one other couple of years. So, uh, if you if you want to do that, then you have to go to the lower, lowest common denominator in technical sort of stock, if you will. And then you're not leveraging the best of the breed technology off their from different vendors, right? I believe that's a hard problem to solve. And in another thing, is that that that I always say this? I'm always on the death side, you know, developer side, I think, uh, two deaths. Public cloud is a proxy for innovative culture. Right. So there's a catch phrase I have come up with today during shower eso. I think that is true. And then people who are companies who use the best of the breed technologies, they can attract the these developers and developers are the Mazen's off This digital sort of empires, amazingly, is happening there. Right there they are the Mazen's right. They head on the bricks. I think if you don't appeal to developers, if you don't but extensive for, like, force behind educating the market, you can't you can't >>put off. It's the same game Stepping story was seeing some check comments. Uh, guard. She's, uh, linked in friend of mine. She said, Microsoft, If you go back and look at the Microsoft early days to the developer Point they were, they made their phones with developers. They were a software company s Oh, hey, >>forget developers, developers, developers. >>You were if you were in the developer ecosystem, you were treated his gold. You were part of the family. If you were outside that world, you were competitors, and that was ruthless times back then. But they again they had. That was where it was today. Look at where the software defined businesses and starve it, saying it's all about being developer lead in this new way to program, right? So the cloud next Gen Cloud is going to look a lot like next Gen Developer and all the different tools and techniques they're gonna change. So I think, yes, this kind of developer ecosystem will be harnessed, and that's the power source. It's just gonna look different. So, >>Justin, Justin in the chat has a comment. I just want to answer the question about elastic thoughts on elastic. Um, I tell you, elastic has momentum uh, doing doing very well in the market place. Thea Elk Stack is a great alternative that people are looking thio relative to Splunk. Who people complain about the pricing. Of course it's plunks got the easy button, but it is getting increasingly expensive. The problem with elk stack is you know, it's open source. It gets complicated. You got a shard, the databases you gotta manage. It s Oh, that's what Ed Walsh's company chaos searches is all about. But elastic has some riel mo mentum in the marketplace right now. >>Yeah, you know, other things that coming on the chat understands what I was saying about the open systems is kubernetes. I always felt was that is a bad metaphor. But they're with me. That was the TCP I peep In this modern era, C t c p I p created that that the disruptor to the S N A s and the network protocols that were proprietary. So what KUBERNETES is doing is creating a connective tissue between clouds and letting the open source community fill in the gaps in the middle, where kind of way kind of probably a bad analogy. But that's where the disruption is. And if you look at what's happened since Kubernetes was put out there, what it's become kind of de facto and standard in the sense that everyone's rallying around it. Same exact thing happened with TCP was people were trashing it. It is terrible, you know it's not. Of course they were trashed because it was open. So I find that to be very interesting. >>Yeah, that's a good >>analogy. E. Thinks the R C a cable. I used the R C. A cable analogy like the VCRs. When they started, they, every VC had had their own cable, and they will work on Lee with that sort of plan of TV and the R C. A cable came and then now you can put any TV with any VCR, and the VCR industry took off. There's so many examples out there around, uh, standards And how standards can, you know, flair that fire, if you will, on dio for an industry to go sort of wild. And another trend guys I'm seeing is that from the consumer side. And let's talk a little bit on the consuming side. Um, is that the The difference wouldn't be to B and B to C is blood blurred because even the physical products are connected to the end user Like my door lock, the August door lock I didn't just put got get the door lock and forget about that. Like I I value the expedience it gives me or problems that gives me on daily basis. So I'm close to that vendor, right? So So the middle men, uh, middle people are getting removed from from the producer off the technology or the product to the consumer. Even even the sort of big grocery players they have their APs now, uh, how do you buy stuff and how it's delivered and all that stuff that experience matters in that context, I think, um, having, uh, to be able to sell to thes enterprises from the Cloud writer Breuder's. They have to have these case studies or all these sample sort off reference architectures and stuff like that. I think whoever has that mawr pushed that way, they are doing better like that. Amazon is Amazon. Because of that reason, I think they have lot off sort off use cases about on top of them. And they themselves do retail like crazy. Right? So and other things at all s. So I think that's a big trend. >>Great. Great points are being one of things. There's a question in there about from, uh, Yaden. Who says, uh, I like the developer Lead cloud movement, But what is the criticality of the executive audience when educating the marketplace? Um, this comes up a lot in some of my conversations around automation. So automation has been a big wave to automate this automate everything. And then everything is a service has become kind of kind of the the executive suite. Kind of like conversation we need to make everything is a service in our business. You seeing people move to that cloud model. Okay, so the executives think everything is a services business strategy, which it is on some level, but then, when they say Take that hill, do it. Developers. It's not that easy. And this is where a lot of our cube conversations over the past few months have been, especially during the cova with cute virtual. This has come up a lot, Dave this idea, and start being around. It's easy to say everything is a service but will implement it. It's really hard, and I think that's where the developer lead Connection is where the executive have to understand that in order to just say it and do it are two different things. That digital transformation. That's a big part of it. So I think that you're gonna see a lot of education this year around what it means to actually do that and how to implement it. >>I'd like to comment on the as a service and subject. Get your take on it. I mean, I think you're seeing, for instance, with HP Green Lake, Dell's come out with Apex. You know IBM as its utility model. These companies were basically taking a page out of what I what I would call a flawed SAS model. If you look at the SAS players, whether it's salesforce or workday, service now s a P oracle. These models are They're really They're not cloud pricing models. They're they're basically you got to commit to a term one year, two year, three year. We'll give you a discount if you commit to the longer term. But you're locked in on you. You probably pay upfront. Or maybe you pay quarterly. That's not a cloud pricing model. And that's why I mean, they're flawed. You're seeing companies like Data Dog, for example. Snowflake is another one, and they're beginning to price on a consumption basis. And that is, I think, one of the big changes that we're going to see this decade is that true cloud? You know, pay by the drink pricing model and to your point, john toe, actually implement. That is, you're gonna need a whole new layer across your company on it is quite complicated it not even to mention how you compensate salespeople, etcetera. The a p. I s of your product. I mean, it is that, but that is a big sea change that I see coming. Subject your >>thoughts. Yeah, I think like you couldn't see it. And like some things for this big tech exacts are hidden in the plain >>sight, right? >>They don't see it. They they have blind spots, like Look at that. Look at Amazon. They went from Melissa and 200 millisecond building on several s, Right, Right. And then here you are, like you're saying, pay us for the whole year. If you don't use the cloud, you lose it or will pay by month. Poor user and all that stuff like that that those a role models, I think these players will be forced to use that term pricing like poor minute or for a second, poor user. That way, I think the Salesforce moral is hybrid. They're struggling in a way. I think they're trying to bring the platform by doing, you know, acquisition after acquisition to be a platform for other people to build on top off. But they're having a little trouble there because because off there, such pricing and little closeness, if you will. And, uh, again, I'm coming, going, going back to developers like, if you are not appealing to developers who are writing the latest and greatest code and it is open enough, by the way open and open source are two different things that we all know that. So if your platform is not open enough, you will have you know, some problems in closing the deals. >>E. I want to just bring up a question on chat around from Justin didn't fitness. Who says can you touch on the vertical clouds? Has your offering this and great question Great CP announcing Retail cloud inventions IBM Athena Okay, I'm a huge on this point because I think this I'm not saying this for years. Cloud computing is about horizontal scalability and vertical specialization, and that's absolutely clear, and you see all the clouds doing it. The vertical rollouts is where the high fidelity data is, and with machine learning and AI efforts coming out, that's accelerated benefits. There you have tow, have the vertical focus. I think it's super smart that clouds will have some sort of vertical engine, if you will in the clouds and build on top of a control playing. Whether that's data or whatever, this is clearly the winning formula. If you look at all the successful kind of ai implementations, the ones that have access to the most data will get the most value. So, um if you're gonna have a data driven cloud you have tow, have this vertical feeling, Um, in terms of verticals, the data on DSO I think that's super important again, just generally is a strategy. I think Google doing a retail about a super smart because their whole pitches were not Amazon on. Some people say we're not Google, depending on where you look at. So every of these big players, they have dominance in the areas, and that's scarce. Companies and some companies will never go to Amazon for that reason. Or some people never go to Google for other reasons. I know people who are in the ad tech. This is a black and we're not. We're not going to Google. So again, it is what it is. But this idea of vertical specialization relevant in super >>forts, I want to bring to point out to sessions that are going on today on great points. I'm glad you asked that question. One is Alan. As he kicks off at 1 p.m. Eastern time in the transformation track, he's gonna talk a lot about the coming power of ecosystems and and we've talked about this a lot. That that that to compete with Amazon, Google Azure, you've gotta have some kind of specialization and vertical specialization is a good one. But of course, you see in the big Big three also get into that. But so he's talking at one o'clock and then it at 3 36 PM You know this times are strange, but e can explain that later Hillary Hunter is talking about she's the CTO IBM I B M's ah Financial Cloud, which is another really good example of specifying vertical requirements and serving. You know, an audience subject. I think you have some thoughts on this. >>Actually, I lost my thought. E >>think the other piece of that is data. I mean, to the extent that you could build an ecosystem coming back to Alan Nancy's premise around data that >>billions of dollars in >>their day there's billions of dollars and that's the title of the session. But we did the trillion dollar baby post with Jazzy and said Cloud is gonna be a trillion dollars right? >>And and the point of Alan Answer session is he's thinking from an individual firm. Forget the millions that you're gonna save shifting to the cloud on cost. There's billions in ecosystems and operating models. That's >>absolutely the business value. Now going back to my half stack full stack developer, is the business value. I've been talking about this on the clubhouses a lot this past month is for the entrepreneurs out there the the activity in the business value. That's the new the new intellectual property is the business logic, right? So if you could see innovations in how work streams and workflow is gonna be a configured differently, you have now large scale cloud specialization with data, you can move quickly and take territory. That's much different scenario than a decade ago, >>at the point I was trying to make earlier was which I know I remember, is that that having the horizontal sort of features is very important, as compared to having vertical focus. You know, you're you're more healthcare focused like you. You have that sort of needs, if you will, and you and our auto or financials and stuff like that. What Google is trying to do, I think that's it. That's a good thing. Do cook up the reference architectures, but it's a bad thing in a way that you drive drive away some developers who are most of the developers at 80 plus percent, developers are horizontal like you. Look at the look into the psyche of a developer like you move from company to company. And only few developers will say I will stay only in health care, right? So I will only stay in order or something of that, right? So they you have to have these horizontal capabilities which can be applied anywhere on then. On top >>of that, I think that's true. Sorry, but I'll take a little bit different. Take on that. I would say yes, that's true. But remember, remember the old school application developer Someone was just called in Application developer. All they did was develop applications, right? They pick the framework, they did it right? So I think we're going to see more of that is just now mawr of Under the Covers developers. You've got mawr suffer defined networking and software, defined storage servers and cloud kubernetes. And it's kind of like under the hood. But you got your, you know, classic application developer. I think you're gonna see him. A lot of that come back in a way that's like I don't care about anything else. And that's the promise of cloud infrastructure is code. So I think this both. >>Hey, I worked. >>I worked at people solved and and I still today I say into into this context, I say E r P s are the ultimate low code. No code sort of thing is right. And what the problem is, they couldn't evolve. They couldn't make it. Lightweight, right? Eso um I used to write applications with drag and drop, you know, stuff. Right? But But I was miserable as a developer. I didn't Didn't want to be in the applications division off PeopleSoft. I wanted to be on the tools division. There were two divisions in most of these big companies ASAP. Oracle. Uh, like companies that divisions right? One is the cooking up the tools. One is cooking up the applications. The basketball was always gonna go to the tooling. Hey, >>guys, I'm sorry. We're almost out of time. I always wanted to t some of the sections of the day. First of all, we got Holder Mueller coming on at lunch for a power half hour. Um, you'll you'll notice when you go back to the home page. You'll notice that calendar, that linear clock that we talked about that start times are kind of weird like, for instance, an appendix coming on at 1 24. And that's because these air prerecorded assets and rather than having a bunch of dead air, we're just streaming one to the other. So so she's gonna talk about people, process and technology. We got Kathy Southwick, whose uh, Silicon Valley CEO Dan Sheehan was the CEO of Dunkin Brands and and he was actually the c 00 So it's C A CEO connecting the dots to the business. Daniel Dienes is the CEO of you I path. He's coming on a 2:47 p.m. East Coast time one of the hottest companies, probably the fastest growing software company in history. We got a guy from Bain coming on Dave Humphrey, who invested $750 million in Nutanix. He'll explain why and then, ironically, Dheeraj Pandey stew, Minuteman. Our friend interviewed him. That's 3 35. 1 of the sessions are most excited about today is John McD agony at 403 p. M. East Coast time, she's gonna talk about how to fix broken data architectures, really forward thinking stuff. And then that's the So that's the transformation track on the future of cloud track. We start off with the Big Three Milan Thompson Bukovec. At one oclock, she runs a W s storage business. Then I mentioned gig therapy wrath at 1. 30. He runs Azure is analytics. Business is awesome. Paul Dillon then talks about, um, IDs Avery at 1 59. And then our friends to, um, talks about interview Simon Crosby. I think I think that's it. I think we're going on to our next session. All right, so keep it right there. Thanks for watching the Cuban cloud. Uh huh.

>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 Special coverage sponsored by AWS Worldwide Public sector Welcome back to the cubes. Virtual coverage of eight of us Reinvent 2020 Virtual. This is the Cube virtual. I'm your host, John Ferrier. We are the Cube virtual. This year not only were in person but because of the pandemic. We're doing the remote interviews, doing the live coverage over the past couple weeks. We'll be covering it in depth. My next guest is Lynn Martin, vice president of government education. Health care for VM Ware Public Sector Thank you for coming on the Q. As part of the public sector day. Thanks for coming on. >>Thanks, John. It's my pleasure to be with you to that >>great to see last time you're on the Cube. We were in person and D. C is part of the Public Sector Summit, which is the reinvent for public sector is what I call it Theresa's big event. Teresa Carlson, who runs a U. S public sector. You guys a friend. You've been working together the partnership between VM where AWS has been so strong going back to 2016. I'll never forget. When I interviewed Pat and Andy, A lot of skeptics were like VM Ware E W s turned out to be great. Move at many levels. You're in the field for VM Ware driving the business. What's up? What's the update? >>So a couple exciting things. The partnership has been going great. Ah, lot of transformation work and co innovation between the two companies from the engineering side. And, as you mentioned, great a t the Pat Andy level on Ben. When you take it down to the field, support our government education, healthcare, customers. Great partnership with Theresa and her team. They've done a fabulous job, really, being at the forefront of the cloud transformation across those markets and our partnership together. No, it's pretty exciting. We have a lot of new product announced. It's coming out around our government. Go to market means jointly. So it's been a busy time with co vid and a lot of opportunity for both companies to really market differentiators for some of the challenges that are unique customers face >>when I want to ask you a little bit more on that piece because I know it's been interesting with the pandemic. You guys have had a nice overlay with 80. Invest with Teresa's organization obviously from it from a customer standpoint, Nice fit. Okay. Also, with the pandemic, we're seeing customers certainly doing more modern development. That's a big theme of reinvent also for VM World a few months ago as well. But the operator side of the I t piece is gonna be completely changed. I've been doing some reporting and stories around how not just the modern app site, but the I T portion operating these environments. It's hard in pant with the pandemic, so you start to see that operator meets software meets Cloud kind of world. Can you give your perspective of how that's impacted with the pandemic? Because it seems to have accelerated both i t operations in public sector and modern development of new APS and new surge. So, uh, interesting thoughts. I'd love to get your perspective. >>Yes. So I would say that when you kind of look back at the beginning of 2020 I don't think any of us envisioned quite what we were gonna be facing and what our customers, particularly in public and health care you know have faced. So we have customers jointly that are on the forefront of either providing civil services, national security, education to the students or commercial health care first responders right on the front line around patient care. And what I would say, the observation we had really early on in March was the acceleration of the digital transformation across all of those sectors. So lots of discussions have been taking place, and there were a lot of projects in place that would take a couple of years to probably implement. And I think what occurred with Covic is you really have to accelerate how you were gonna provide those civil services or patient care or education and parts of that digital transformation. I think we're taking for granted. So if you think of, like virtual desktop technology in the education space or, you know, SD when and network capability be of the cloud force for health care providers and things of that nature. So I think the portion played a bigger part in the country, responded to cove it in ensuring that we could do the things we needed to do virtually and quickly and out enabled, you know, speed to market and then infrastructure from companies like VM Ware teamed with an Amazon. We allow the acceleration for that journey. >>You know, the old expression. Necessity is the mother of all invention. Um, education and healthcare in particular really were impacted. They had a pressure points t do differently, things faster e education. We know what's going on there and health care with the pandemic. How how are you managing through this? Because, you know, you had a lot of business in flight prior before the pandemic. Now during and you've got maybe some visibility toe what growth looks like Post pandemic. You still got demand. So how are you managing it with from your perspective, your team? What's it like? How how are you as a leader dealing with this? But it's not like it's slowing down for you. It's increasing in >>demand. Yes, so are our segment was kind of on the forefront within bm where globally, um, we started working with different state, local governments and the federal government ahead of the close downs. You know, in one of the major large metropolitan cities, there were over a billion students that had to be able to be educated virtually and there were challenges around network capability, device capability, all kinds of things. So we've had a lot, a lot of activity and as a company. But you know, my segment, how to really work with corporate to kind of bend, how we do business business process rules as well, to be able to respond quickly and to be agile for our clients and provide different ways to support the needs of those customers. So then they could provide the kind of civil services that the country, you know, counts on them to dio. So I think from the internal perspective, in customer facing, we were able to flex, flex and move very quickly and then internally, within the organization as well. I would say, You know, February to June was almost a blur, were busy on weekend calls and things like that, dealing with all different kinds of situations and the organization as a whole. We were ableto flex and work remotely very quickly. I mean, we just used our own technology and literally upon the shutdown. The only difference is where you were working from, but all the tools, infrastructure and things we had were already in place. So anything from there and then as a leader, the third element, all out is kind of the human element. I think it's it's all an opportunity to connect our teams a little bit. Mawr. You know, you have to put more effort virtually more, all hands because more one on ones and kind of also adapt toe how they're dealing with the different personal things of educating their own Children and their family or caring with elders different types of situations as well. >>It's not business as usual, certainly, but it's, you know, challenging great leadership insight there. Thank you for sharing that. I wanna get back to the cloud impact I did. An interview is part of Amazon's Public Sector Awards program a few months ago or in late spring. Roughly, Um, there was a use case with the center and the Canada government, and the guy was kind of, uh, didn't wanna take sidewall Amazon. I'm not gonna be a spokesperson for Amazon. He ended up when the pandemic hit. He was so big fan of AWS and Cloud connectors example because he was skeptical, but he saw the benefit to speed can you give some examples of customers that you're working with that were getting immediate benefits from cloud in the pandemic. That literally made a big difference in what they did because you're seeing people highlight on, okay, just transmission. But people want to see examples. Can you share some examples where this is where cloud helped? It made a huge difference. And that's an example of what we're talking about here. >>Yes. So I would say, um, um example would be at M. D. Anderson Cancer Institute. Um, they had a need to really expand the connectivity off the facility to segregate patient care and ensure that patients that already, you know, had health issues were segregated from any other co vid patients. And very quickly we saw them scale and extend their data center in record time. I mean, things that traditionally would have taken years were done in months, you know, major accomplishments. In 30 days, a zai mentioned, you know, one of our large cities in the country had to really struggle with off 1.2 billion students in K through 12, many of which count on the school systems for, you know, their meals and things and how you deliver your virtual desktops in that environment. VMC on AWS for horizon is a great example that we saw across many state and local you know, entities in how they transform their education to those clients. Uh, and then the federal government. There's many examples, uh, you know, across some of the larger agencies as well, with BMC on AWS for both horizon and infrastructure as well. As you know, sometimes it wasn't one solution. They might have went a W s native for part vmc on AWS for part. And the combination of that really allows companies to come together in part to get things done very, very quickly. It's >>a great example of the VM Ware cloud on AWS success story. I think what's interesting and how I see you guys really doing well with Amazon. It will get to the partnership in a second. But I wanna call this out because you mentioned that earlier devices the network these air not usually associate with cloud usually clouds. You burst of the cloud clouds. Awesome. All these utility higher level services, Dev Ops Cloud native All goodness, But when you get down to what's going on the pandemic. It's the devices you're using. The desktops. It's the network working at home. How as much as that affected your team and your customers, Can you unpack that a little bit more? >>Yes. So what I would say on that is really when you look atyou out, you know the VMC on AWS offerings and you take it down to an example like the horizon platform horizon allows you with the V m c A W s power behind it to really present your virtual desktop on any device anywhere. And that allowed the education entities to be able to provide those curriculums to the students very quickly and, you know, not really have a big, disconnected downtime on how that was done. So I think you know, you're kind of taking cloud classic infrastructure that you reference and then layering in those unique use cases with the VMC on AWS offerings that then could be applied or telehealth. So you know, lots of examples across the health care industry with telehealth and deploying actually patient care via the M R solutions on BMC on aws is well, so it z really taking core. I t infrastructure layering on a software platform that then allows you to provide all those use cases, whether it be an NYPD or fire departments across the country or education entities or commercial patient care things of that nature as a second layer on top of that cloud infrastructure that you think of normally. >>Well, then I want to congratulate you and the team at VM. Where you guys doing? A great job. Like Teresa Carlson. You guys have a really good focus. Uh, you have a great understanding of how the public sector and commercial dynamics working with cybersecurity, going on all across there. And I just you guys there in space with them. You're doing stuff on the land and the ground station all across the public sector, and and they need faster solutions in the cloud. So congratulations. So I have to ask you, since we're here at reinvent, how is the relationship going? Um, where do you see it evolving? I'll see. We talked about the pressure of education, health care and other areas. I mean, case is gonna be re hall. That's gonna be a complete reinvention. Um, so a lot going on. What's supposed to give us the update. >>So I think that in general, you know the future off the public sector and healthcare space will never go backwards. And the acceleration that we've seen occur over 2020. You're gonna see that accelerate as we move forward. And I think the co innovation between Amazon and B M, where which are both innovative companies coming together to support those markets, I think we have more opportunity ahead of us then behind us. And I think when you look at just the great job Amazon has done in general, I was super excited to see Theresa pick up the health care sector. So we have a whole new space to work together on this year and really lots of exciting, innovative offerings to support both patient care and pharmaceuticals, life science and our payer community across the health care sector, as well as some of the work we've already been doing in the public sector. But given the dynamics in the future outlook of the industry, there's gonna require lots of innovation and different kinds of things to really partner together technically and, you know, aligning our go to market around primarily the customer needs. So I think what's very unique about our partnership in the public and healthcare space is we focus first on the customer needs and the mission of those customers and what they need to achieve. And both companies come to the table with, you know, incredible innovation around solutions to support that market. >>It's a great, great partnership, I gotta say, from a technology standpoint, after Raghu VM Ware when they did this, he's like It's a much deeper It's a real deal is not just the Barney deal is everyone kind of knows the old school, uh, phrases saying It's not really a deal. You guys have really integrated in the field on the customer activities. Strong final question for you You don't mind, um, here it reinvent. You know, people are remote. There's gonna be three weeks, a lot of live coverage. Cube Game day will be doing a lot of support and coverage. But for the audience watching this, what would you say is the most important story people should think about or, um, look at harder. I'm when it comes to cloud collision of public sector and what's gonna happen post pandemic because there's gonna be a new reality. There's gonna be growth strategies that will be in play. Some projects will be doubled down on some may not continue. What's your What's your advice to folks watching? What should they pay attention to this reinvent. >>So I think the number one thing is to really embrace the change going around you. And, you know, I think Amazon will be on the forefront of leading a lot of great innovation in that area. And it's really trying to be open minded about how you take advantage of the things that are coming out and be able to apply that into your infrastructure. So if you look across our customer base, you know there's lots of changes you mentioned. I don't think we'll ever go backwards. And those that will be able to move forward quicker are going to be the ones that embrace the change and really lead and drive that innovation within their organization in reinventing themselves through the kind of technology that a company like Amazon and beyond, where bring to the table >>great insight. Lynn And also there's a lot of great problems to solve and societal benefits a lot of need and you guys doing great work. Thanks for your leadership. And, uh, great conversation. Thank you. >>Thanks very much. >>Okay. Lynn Martin, head of vice president of Global public Sector Uh, government education Healthcare. Lynn Martin, the leader of VM Ware's public sector here in the Cube. I'm John Ferrier. Thanks for watching.

>>from around the globe. It's the Cube covering >>space and cybersecurity. Symposium 2020 hosted by Cal Poly >>Over On Welcome to this Special virtual conference. The Space and Cybersecurity Symposium 2020 put on by Cal Poly with support from the Cube. I'm John for your host and master of ceremonies. Got a great topic today in this session. Really? The intersection of space and cybersecurity. This topic and this conversation is the cybersecurity workforce development through public and private partnerships. And we've got a great lineup. We have Jeff Armstrong's the president of California Polytechnic State University, also known as Cal Poly Jeffrey. Thanks for jumping on and Bang. Go ahead. The second director of C four s R Division. And he's joining us from the office of the Under Secretary of Defense for the acquisition Sustainment Department of Defense, D O D. And, of course, Steve Jake's executive director, founder, National Security Space Association and managing partner at Bello's. Gentlemen, thank you for joining me for this session. We got an hour conversation. Thanks for coming on. >>Thank you. >>So we got a virtual event here. We've got an hour, have a great conversation and love for you guys do? In opening statement on how you see the development through public and private partnerships around cybersecurity in space, Jeff will start with you. >>Well, thanks very much, John. It's great to be on with all of you. Uh, on behalf Cal Poly Welcome, everyone. Educating the workforce of tomorrow is our mission to Cal Poly. Whether that means traditional undergraduates, master students are increasingly mid career professionals looking toe up, skill or re skill. Our signature pedagogy is learn by doing, which means that our graduates arrive at employers ready Day one with practical skills and experience. We have long thought of ourselves is lucky to be on California's beautiful central Coast. But in recent years, as we have developed closer relationships with Vandenberg Air Force Base, hopefully the future permanent headquarters of the United States Space Command with Vandenberg and other regional partners, we have discovered that our location is even more advantages than we thought. We're just 50 miles away from Vandenberg, a little closer than u C. Santa Barbara, and the base represents the southern border of what we have come to think of as the central coast region. Cal Poly and Vandenberg Air force base have partner to support regional economic development to encourage the development of a commercial spaceport toe advocate for the space Command headquarters coming to Vandenberg and other ventures. These partnerships have been possible because because both parties stand to benefit Vandenberg by securing new streams of revenue, workforce and local supply chain and Cal Poly by helping to grow local jobs for graduates, internship opportunities for students, and research and entrepreneurship opportunities for faculty and staff. Crucially, what's good for Vandenberg Air Force Base and for Cal Poly is also good for the Central Coast and the US, creating new head of household jobs, infrastructure and opportunity. Our goal is that these new jobs bring more diversity and sustainability for the region. This regional economic development has taken on a life of its own, spawning a new nonprofit called Reach, which coordinates development efforts from Vandenberg Air Force Base in the South to camp to Camp Roberts in the North. Another factor that is facilitated our relationship with Vandenberg Air Force Base is that we have some of the same friends. For example, Northrop Grumman has has long been an important defense contractor, an important partner to Cal poly funding scholarships and facilities that have allowed us to stay current with technology in it to attract highly qualified students for whom Cal Poly's costs would otherwise be prohibitive. For almost 20 years north of grimness funded scholarships for Cal Poly students this year, their funding 64 scholarships, some directly in our College of Engineering and most through our Cal Poly Scholars program, Cal Poly Scholars, a support both incoming freshman is transfer students. These air especially important because it allows us to provide additional support and opportunities to a group of students who are mostly first generation, low income and underrepresented and who otherwise might not choose to attend Cal Poly. They also allow us to recruit from partner high schools with large populations of underrepresented minority students, including the Fortune High School in Elk Grove, which we developed a deep and lasting connection. We know that the best work is done by balanced teams that include multiple and diverse perspectives. These scholarships help us achieve that goal, and I'm sure you know Northrop Grumman was recently awarded a very large contract to modernized the U. S. I. C B M Armory with some of the work being done at Vandenberg Air Force Base, thus supporting the local economy and protecting protecting our efforts in space requires partnerships in the digital realm. How Polly is partnered with many private companies, such as AWS. Our partnerships with Amazon Web services has enabled us to train our students with next generation cloud engineering skills, in part through our jointly created digital transformation hub. Another partnership example is among Cal Poly's California Cybersecurity Institute, College of Engineering and the California National Guard. This partnership is focused on preparing a cyber ready workforce by providing faculty and students with a hands on research and learning environment, side by side with military, law enforcement professionals and cyber experts. We also have a long standing partnership with PG and E, most recently focused on workforce development and redevelopment. Many of our graduates do indeed go on to careers in aerospace and defense industry as a rough approximation. More than 4500 Cal Poly graduates list aerospace and defense as their employment sector on linked in, and it's not just our engineers and computer sciences. When I was speaking to our fellow Panelists not too long ago, >>are >>speaking to bang, we learned that Rachel sins, one of our liberal arts arts majors, is working in his office. So shout out to you, Rachel. And then finally, of course, some of our graduates sword extraordinary heights such as Commander Victor Glover, who will be heading to the International space station later this year as I close. All of which is to say that we're deeply committed the workforce, development and redevelopment that we understand the value of public private partnerships and that were eager to find new ways in which to benefit everyone from this further cooperation. So we're committed to the region, the state in the nation and our past efforts in space, cybersecurity and links to our partners at as I indicated, aerospace industry and governmental partners provides a unique position for us to move forward in the interface of space and cybersecurity. Thank you so much, John. >>President, I'm sure thank you very much for the comments and congratulations to Cal Poly for being on the forefront of innovation and really taking a unique progressive. You and wanna tip your hat to you guys over there. Thank you very much for those comments. Appreciate it. Bahng. Department of Defense. Exciting you gotta defend the nation spaces Global. Your opening statement. >>Yes, sir. Thanks, John. Appreciate that day. Thank you, everybody. I'm honored to be this panel along with President Armstrong, Cal Poly in my long longtime friend and colleague Steve Jakes of the National Security Space Association, to discuss a very important topic of cybersecurity workforce development, as President Armstrong alluded to, I'll tell you both of these organizations, Cal Poly and the N S. A have done and continue to do an exceptional job at finding talent, recruiting them in training current and future leaders and technical professionals that we vitally need for our nation's growing space programs. A swell Asare collective National security Earlier today, during Session three high, along with my colleague Chris Hansen discussed space, cyber Security and how the space domain is changing the landscape of future conflicts. I discussed the rapid emergence of commercial space with the proliferations of hundreds, if not thousands, of satellites providing a variety of services, including communications allowing for global Internet connectivity. S one example within the O. D. We continue to look at how we can leverage this opportunity. I'll tell you one of the enabling technologies eyes the use of small satellites, which are inherently cheaper and perhaps more flexible than the traditional bigger systems that we have historically used unemployed for the U. D. Certainly not lost on Me is the fact that Cal Poly Pioneer Cube SATs 2020 some years ago, and they set the standard for the use of these systems today. So they saw the valiant benefit gained way ahead of everybody else, it seems, and Cal Poly's focus on training and education is commendable. I especially impressed by the efforts of another of Steve's I colleague, current CEO Mr Bill Britain, with his high energy push to attract the next generation of innovators. Uh, earlier this year, I had planned on participating in this year's Cyber Innovation Challenge. In June works Cal Poly host California Mill and high school students and challenge them with situations to test their cyber knowledge. I tell you, I wish I had that kind of opportunity when I was a kid. Unfortunately, the pandemic change the plan. Why I truly look forward. Thio feature events such as these Thio participating. Now I want to recognize my good friend Steve Jakes, whom I've known for perhaps too long of a time here over two decades or so, who was in acknowledge space expert and personally, I truly applaud him for having the foresight of years back to form the National Security Space Association to help the entire space enterprise navigate through not only technology but Polly policy issues and challenges and paved the way for operational izing space. Space is our newest horrifying domain. That's not a secret anymore. Uh, and while it is a unique area, it shares a lot of common traits with the other domains such as land, air and sea, obviously all of strategically important to the defense of the United States. In conflict they will need to be. They will all be contested and therefore they all need to be defended. One domain alone will not win future conflicts in a joint operation. We must succeed. All to defending space is critical as critical is defending our other operational domains. Funny space is no longer the sanctuary available only to the government. Increasingly, as I discussed in the previous session, commercial space is taking the lead a lot of different areas, including R and D, A so called new space, so cyber security threat is even more demanding and even more challenging. Three US considers and federal access to and freedom to operate in space vital to advancing security, economic prosperity, prosperity and scientific knowledge of the country. That's making cyberspace an inseparable component. America's financial, social government and political life. We stood up US Space force ah, year ago or so as the newest military service is like the other services. Its mission is to organize, train and equip space forces in order to protect us and allied interest in space and to provide space capabilities to the joint force. Imagine combining that US space force with the U. S. Cyber Command to unify the direction of space and cyberspace operation strengthened U D capabilities and integrate and bolster d o d cyber experience. Now, of course, to enable all of this requires had trained and professional cadre of cyber security experts, combining a good mix of policy as well as high technical skill set much like we're seeing in stem, we need to attract more people to this growing field. Now the D. O. D. Is recognized the importance of the cybersecurity workforce, and we have implemented policies to encourage his growth Back in 2013 the deputy secretary of defense signed the D. O d cyberspace workforce strategy to create a comprehensive, well equipped cyber security team to respond to national security concerns. Now this strategy also created a program that encourages collaboration between the D. O. D and private sector employees. We call this the Cyber Information Technology Exchange program or site up. It's an exchange programs, which is very interesting, in which a private sector employees can naturally work for the D. O. D. In a cyber security position that spans across multiple mission critical areas are important to the d. O. D. A key responsibility of cybersecurity community is military leaders on the related threats and cyber security actions we need to have to defeat these threats. We talk about rapid that position, agile business processes and practices to speed up innovation. Likewise, cybersecurity must keep up with this challenge to cyber security. Needs to be right there with the challenges and changes, and this requires exceptional personnel. We need to attract talent investing the people now to grow a robust cybersecurity, workforce, streets, future. I look forward to the panel discussion, John. Thank you. >>Thank you so much bomb for those comments and you know, new challenges and new opportunities and new possibilities and free freedom Operating space. Critical. Thank you for those comments. Looking forward. Toa chatting further. Steve Jakes, executive director of N. S. S. A Europe opening statement. >>Thank you, John. And echoing bangs thanks to Cal Poly for pulling these this important event together and frankly, for allowing the National Security Space Association be a part of it. Likewise, we on behalf the association delighted and honored Thio be on this panel with President Armstrong along with my friend and colleague Bonneau Glue Mahad Something for you all to know about Bomb. He spent the 1st 20 years of his career in the Air Force doing space programs. He then went into industry for several years and then came back into government to serve. Very few people do that. So bang on behalf of the space community, we thank you for your long life long devotion to service to our nation. We really appreciate that and I also echo a bang shot out to that guy Bill Britain, who has been a long time co conspirator of ours for a long time and you're doing great work there in the cyber program at Cal Poly Bill, keep it up. But professor arms trying to keep a close eye on him. Uh, I would like to offer a little extra context to the great comments made by by President Armstrong and bahng. Uh, in our view, the timing of this conference really could not be any better. Um, we all recently reflected again on that tragic 9 11 surprise attack on our homeland. And it's an appropriate time, we think, to take pause while the percentage of you in the audience here weren't even born or babies then For the most of us, it still feels like yesterday. And moreover, a tragedy like 9 11 has taught us a lot to include to be more vigilant, always keep our collective eyes and ears open to include those quote eyes and ears from space, making sure nothing like this ever happens again. So this conference is a key aspect. Protecting our nation requires we work in a cybersecurity environment at all times. But, you know, the fascinating thing about space systems is we can't see him. No, sir, We see Space launches man there's nothing more invigorating than that. But after launch, they become invisible. So what are they really doing up there? What are they doing to enable our quality of life in the United States and in the world? Well, to illustrate, I'd like to paraphrase elements of an article in Forbes magazine by Bonds and my good friend Chuck Beans. Chuck. It's a space guy, actually had Bonds job a fuse in the Pentagon. He is now chairman and chief strategy officer at York Space Systems, and in his spare time he's chairman of the small satellites. Chuck speaks in words that everyone can understand. So I'd like to give you some of his words out of his article. Uh, they're afraid somewhat. So these are Chuck's words. Let's talk about average Joe and playing Jane. Before heading to the airport for a business trip to New York City, Joe checks the weather forecast informed by Noah's weather satellites to see what pack for the trip. He then calls an uber that space app. Everybody uses it matches riders with drivers via GPS to take into the airport, So Joe has lunch of the airport. Unbeknownst to him, his organic lunch is made with the help of precision farming made possible through optimized irrigation and fertilization, with remote spectral sensing coming from space and GPS on the plane, the pilot navigates around weather, aided by GPS and nose weather satellites. And Joe makes his meeting on time to join his New York colleagues in a video call with a key customer in Singapore made possible by telecommunication satellites. Around to his next meeting, Joe receives notice changing the location of the meeting to another to the other side of town. So he calmly tells Syria to adjust the destination, and his satellite guided Google maps redirects him to the new location. That evening, Joe watches the news broadcast via satellite. The report details a meeting among world leaders discussing the developing crisis in Syria. As it turns out, various forms of quote remotely sensed. Information collected from satellites indicate that yet another band, chemical weapon, may have been used on its own people. Before going to bed, Joe decides to call his parents and congratulate them for their wedding anniversary as they cruise across the Atlantic, made possible again by communications satellites and Joe's parents can enjoy the call without even wondering how it happened the next morning. Back home, Joe's wife, Jane, is involved in a car accident. Her vehicle skids off the road. She's knocked unconscious, but because of her satellite equipped on star system, the crash is detected immediately and first responders show up on the scene. In time, Joe receives the news books. An early trip home sends flowers to his wife as he orders another uber to the airport. Over that 24 hours, Joe and Jane used space system applications for nearly every part of their day. Imagine the consequences if at any point they were somehow denied these services, whether they be by natural causes or a foreign hostility. And each of these satellite applications used in this case were initially developed for military purposes and continue to be, but also have remarkable application on our way of life. Just many people just don't know that. So, ladies and gentlemen, now you know, thanks to chuck beans, well, the United States has a proud heritage being the world's leading space faring nation, dating back to the Eisenhower and Kennedy years. Today we have mature and robust systems operating from space, providing overhead reconnaissance to quote, wash and listen, provide missile warning, communications, positioning, navigation and timing from our GPS system. Much of what you heard in Lieutenant General J. T. Thompson earlier speech. These systems are not only integral to our national security, but also our also to our quality of life is Chuck told us. We simply no longer could live without these systems as a nation and for that matter, as a world. But over the years, adversary like adversaries like China, Russia and other countries have come to realize the value of space systems and are aggressively playing ketchup while also pursuing capabilities that will challenge our systems. As many of you know, in 2000 and seven, China demonstrated it's a set system by actually shooting down is one of its own satellites and has been aggressively developing counter space systems to disrupt hours. So in a heavily congested space environment, our systems are now being contested like never before and will continue to bay well as Bond mentioned, the United States has responded to these changing threats. In addition to adding ways to protect our system, the administration and in Congress recently created the United States Space Force and the operational you United States Space Command, the latter of which you heard President Armstrong and other Californians hope is going to be located. Vandenberg Air Force Base Combined with our intelligence community today, we have focused military and civilian leadership now in space. And that's a very, very good thing. Commence, really. On the industry side, we did create the National Security Space Association devoted solely to supporting the national security Space Enterprise. We're based here in the D C area, but we have arms and legs across the country, and we are loaded with extraordinary talent. In scores of Forman, former government executives, So S s a is joined at the hip with our government customers to serve and to support. We're busy with a multitude of activities underway ranging from a number of thought provoking policy. Papers are recurring space time Webcast supporting Congress's Space Power Caucus and other main serious efforts. Check us out at NSS. A space dot org's One of our strategic priorities in central to today's events is to actively promote and nurture the workforce development. Just like cow calling. We will work with our U. S. Government customers, industry leaders and academia to attract and recruit students to join the space world, whether in government or industry and two assistant mentoring and training as their careers. Progress on that point, we're delighted. Be delighted to be working with Cal Poly as we hopefully will undertake a new pilot program with him very soon. So students stay tuned something I can tell you Space is really cool. While our nation's satellite systems are technical and complex, our nation's government and industry work force is highly diverse, with a combination of engineers, physicists, method and mathematicians, but also with a large non technical expertise as well. Think about how government gets things thes systems designed, manufactured, launching into orbit and operating. They do this via contracts with our aerospace industry, requiring talents across the board from cost estimating cost analysis, budgeting, procurement, legal and many other support. Tasker Integral to the mission. Many thousands of people work in the space workforce tens of billions of dollars every year. This is really cool stuff, no matter what your education background, a great career to be part of. When summary as bang had mentioned Aziz, well, there is a great deal of exciting challenges ahead we will see a new renaissance in space in the years ahead, and in some cases it's already begun. Billionaires like Jeff Bezos, Elon Musk, Sir Richard Richard Branson are in the game, stimulating new ideas in business models, other private investors and start up companies. Space companies are now coming in from all angles. The exponential advancement of technology and microelectronics now allows the potential for a plethora of small SAT systems to possibly replace older satellites the size of a Greyhound bus. It's getting better by the day and central to this conference, cybersecurity is paramount to our nation's critical infrastructure in space. So once again, thanks very much, and I look forward to the further conversation. >>Steve, thank you very much. Space is cool. It's relevant. But it's important, as you pointed out, and you're awesome story about how it impacts our life every day. So I really appreciate that great story. I'm glad you took the time Thio share that you forgot the part about the drone coming over in the crime scene and, you know, mapping it out for you. But that would add that to the story later. Great stuff. My first question is let's get into the conversations because I think this is super important. President Armstrong like you to talk about some of the points that was teased out by Bang and Steve. One in particular is the comment around how military research was important in developing all these capabilities, which is impacting all of our lives. Through that story. It was the military research that has enabled a generation and generation of value for consumers. This is kind of this workforce conversation. There are opportunities now with with research and grants, and this is, ah, funding of innovation that it's highly accelerate. It's happening very quickly. Can you comment on how research and the partnerships to get that funding into the universities is critical? >>Yeah, I really appreciate that And appreciate the comments of my colleagues on it really boils down to me to partnerships, public private partnerships. You mentioned Northrop Grumman, but we have partnerships with Lockie Martin, Boeing, Raytheon Space six JPL, also member of organization called Business Higher Education Forum, which brings together university presidents and CEOs of companies. There's been focused on cybersecurity and data science, and I hope that we can spill into cybersecurity in space but those partnerships in the past have really brought a lot forward at Cal Poly Aziz mentioned we've been involved with Cube set. Uh, we've have some secure work and we want to plan to do more of that in the future. Uh, those partnerships are essential not only for getting the r and d done, but also the students, the faculty, whether masters or undergraduate, can be involved with that work. Uh, they get that real life experience, whether it's on campus or virtually now during Covic or at the location with the partner, whether it may be governmental or our industry. Uh, and then they're even better equipped, uh, to hit the ground running. And of course, we'd love to see even more of our students graduate with clearance so that they could do some of that a secure work as well. So these partnerships are absolutely critical, and it's also in the context of trying to bring the best and the brightest and all demographics of California and the US into this field, uh, to really be successful. So these partnerships are essential, and our goal is to grow them just like I know other colleagues and C. S u and the U C are planning to dio, >>you know, just as my age I've seen I grew up in the eighties, in college and during that systems generation and that the generation before me, they really kind of pioneered the space that spawned the computer revolution. I mean, you look at these key inflection points in our lives. They were really funded through these kinds of real deep research. Bond talk about that because, you know, we're living in an age of cloud. And Bezos was mentioned. Elon Musk. Sir Richard Branson. You got new ideas coming in from the outside. You have an accelerated clock now on terms of the innovation cycles, and so you got to react differently. You guys have programs to go outside >>of >>the Defense Department. How important is this? Because the workforce that air in schools and our folks re skilling are out there and you've been on both sides of the table. So share your thoughts. >>No, thanks, John. Thanks for the opportunity responded. And that's what you hit on the notes back in the eighties, R and D in space especially, was dominated by my government funding. Uh, contracts and so on. But things have changed. As Steve pointed out, A lot of these commercial entities funded by billionaires are coming out of the woodwork funding R and D. So they're taking the lead. So what we can do within the deal, the in government is truly take advantage of the work they've done on. Uh, since they're they're, you know, paving the way to new new approaches and new way of doing things. And I think we can We could certainly learn from that. And leverage off of that saves us money from an R and D standpoint while benefiting from from the product that they deliver, you know, within the O D Talking about workforce development Way have prioritized we have policies now to attract and retain talent. We need I I had the folks do some research and and looks like from a cybersecurity workforce standpoint. A recent study done, I think, last year in 2019 found that the cybersecurity workforce gap in the U. S. Is nearing half a million people, even though it is a growing industry. So the pipeline needs to be strengthened off getting people through, you know, starting young and through college, like assess a professor Armstrong indicated, because we're gonna need them to be in place. Uh, you know, in a period of about maybe a decade or so, Uh, on top of that, of course, is the continuing issue we have with the gap with with stamps students, we can't afford not to have expertise in place to support all the things we're doing within the with the not only deal with the but the commercial side as well. Thank you. >>How's the gap? Get? Get filled. I mean, this is the this is again. You got cybersecurity. I mean, with space. It's a whole another kind of surface area, if you will, in early surface area. But it is. It is an I o t. Device if you think about it. But it does have the same challenges. That's kind of current and and progressive with cybersecurity. Where's the gap Get filled, Steve Or President Armstrong? I mean, how do you solve the problem and address this gap in the workforce? What is some solutions and what approaches do we need to put in place? >>Steve, go ahead. I'll follow up. >>Okay. Thanks. I'll let you correct. May, uh, it's a really good question, and it's the way I would. The way I would approach it is to focus on it holistically and to acknowledge it up front. And it comes with our teaching, etcetera across the board and from from an industry perspective, I mean, we see it. We've gotta have secure systems with everything we do and promoting this and getting students at early ages and mentoring them and throwing internships at them. Eyes is so paramount to the whole the whole cycle, and and that's kind of and it really takes focused attention. And we continue to use the word focus from an NSS, a perspective. We know the challenges that are out there. There are such talented people in the workforce on the government side, but not nearly enough of them. And likewise on industry side. We could use Maura's well, but when you get down to it, you know we can connect dots. You know that the the aspect That's a Professor Armstrong talked about earlier toe where you continue to work partnerships as much as you possibly can. We hope to be a part of that. That network at that ecosystem the will of taking common objectives and working together to kind of make these things happen and to bring the power not just of one or two companies, but our our entire membership to help out >>President >>Trump. Yeah, I would. I would also add it again. It's back to partnerships that I talked about earlier. One of our partners is high schools and schools fortune Margaret Fortune, who worked in a couple of, uh, administrations in California across party lines and education. Their fifth graders all visit Cal Poly and visit our learned by doing lab and you, you've got to get students interested in stem at a early age. We also need the partnerships, the scholarships, the financial aid so the students can graduate with minimal to no debt to really hit the ground running. And that's exacerbated and really stress. Now, with this covert induced recession, California supports higher education at a higher rate than most states in the nation. But that is that has dropped this year or reasons. We all understand, uh, due to Kobe, and so our partnerships, our creativity on making sure that we help those that need the most help financially uh, that's really key, because the gaps air huge eyes. My colleagues indicated, you know, half of half a million jobs and you need to look at the the students that are in the pipeline. We've got to enhance that. Uh, it's the in the placement rates are amazing. Once the students get to a place like Cal Poly or some of our other amazing CSU and UC campuses, uh, placement rates are like 94%. >>Many of our >>engineers, they have jobs lined up a year before they graduate. So it's just gonna take key partnerships working together. Uh, and that continued partnership with government, local, of course, our state of CSU on partners like we have here today, both Stephen Bang So partnerships the thing >>e could add, you know, the collaboration with universities one that we, uh, put a lot of emphasis, and it may not be well known fact, but as an example of national security agencies, uh, National Centers of Academic Excellence in Cyber, the Fast works with over 270 colleges and universities across the United States to educate its 45 future cyber first responders as an example, so that Zatz vibrant and healthy and something that we ought Teoh Teik, banjo >>off. Well, I got the brain trust here on this topic. I want to get your thoughts on this one point. I'd like to define what is a public private partnership because the theme that's coming out of the symposium is the script has been flipped. It's a modern error. Things air accelerated get you got security. So you get all these things kind of happen is a modern approach and you're seeing a digital transformation play out all over the world in business. Andi in the public sector. So >>what is what >>is a modern public private partnership? What does it look like today? Because people are learning differently, Covert has pointed out, which was that we're seeing right now. How people the progressions of knowledge and learning truth. It's all changing. How do you guys view the modern version of public private partnership and some some examples and improve points? Can you can you guys share that? We'll start with the Professor Armstrong. >>Yeah. A zai indicated earlier. We've had on guy could give other examples, but Northup Grumman, uh, they helped us with cyber lab. Many years ago. That is maintained, uh, directly the software, the connection outside its its own unit so that students can learn the hack, they can learn to penetrate defenses, and I know that that has already had some considerations of space. But that's a benefit to both parties. So a good public private partnership has benefits to both entities. Uh, in the common factor for universities with a lot of these partnerships is the is the talent, the talent that is, that is needed, what we've been working on for years of the, you know, that undergraduate or master's or PhD programs. But now it's also spilling into Skilling and re Skilling. As you know, Jobs. Uh, you know, folks were in jobs today that didn't exist two years, three years, five years ago. But it also spills into other aspects that can expand even mawr. We're very fortunate. We have land, there's opportunities. We have one tech part project. We're expanding our tech park. I think we'll see opportunities for that, and it'll it'll be adjusted thio, due to the virtual world that we're all learning more and more about it, which we were in before Cove it. But I also think that that person to person is going to be important. Um, I wanna make sure that I'm driving across the bridge. Or or that that satellites being launched by the engineer that's had at least some in person training, uh, to do that and that experience, especially as a first time freshman coming on a campus, getting that experience expanding and as adult. And we're gonna need those public private partnerships in order to continue to fund those at a level that is at the excellence we need for these stem and engineering fields. >>It's interesting People in technology can work together in these partnerships in a new way. Bank Steve Reaction Thio the modern version of what a public, successful private partnership looks like. >>If I could jump in John, I think, you know, historically, Dodi's has have had, ah, high bar thio, uh, to overcome, if you will, in terms of getting rapid pulling in your company. This is the fault, if you will and not rely heavily in are the usual suspects of vendors and like and I think the deal is done a good job over the last couple of years off trying to reduce the burden on working with us. You know, the Air Force. I think they're pioneering this idea around pitch days where companies come in, do a two hour pitch and immediately notified of a wooden award without having to wait a long time. Thio get feedback on on the quality of the product and so on. So I think we're trying to do our best. Thio strengthen that partnership with companies outside the main group of people that we typically use. >>Steve, any reaction? Comment to add? >>Yeah, I would add a couple of these air. Very excellent thoughts. Uh, it zits about taking a little gamble by coming out of your comfort zone. You know, the world that Bond and Bond lives in and I used to live in in the past has been quite structured. It's really about we know what the threat is. We need to go fix it, will design it says we go make it happen, we'll fly it. Um, life is so much more complicated than that. And so it's it's really to me. I mean, you take you take an example of the pitch days of bond talks about I think I think taking a gamble by attempting to just do a lot of pilot programs, uh, work the trust factor between government folks and the industry folks in academia. Because we are all in this together in a lot of ways, for example. I mean, we just sent the paper to the White House of their requests about, you know, what would we do from a workforce development perspective? And we hope Thio embellish on this over time once the the initiative matures. But we have a piece of it, for example, is the thing we call clear for success getting back Thio Uh, President Armstrong's comments at the collegiate level. You know, high, high, high quality folks are in high demand. So why don't we put together a program they grabbed kids in their their underclass years identifies folks that are interested in doing something like this. Get them scholarships. Um, um, I have a job waiting for them that their contract ID for before they graduate, and when they graduate, they walk with S C I clearance. We believe that could be done so, and that's an example of ways in which the public private partnerships can happen to where you now have a talented kid ready to go on Day one. We think those kind of things can happen. It just gets back down to being focused on specific initiatives, give them giving them a chance and run as many pilot programs as you can like these days. >>That's a great point, E. President. >>I just want to jump in and echo both the bank and Steve's comments. But Steve, that you know your point of, you know, our graduates. We consider them ready Day one. Well, they need to be ready Day one and ready to go secure. We totally support that and and love to follow up offline with you on that. That's that's exciting, uh, and needed very much needed mawr of it. Some of it's happening, but way certainly have been thinking a lot about that and making some plans, >>and that's a great example of good Segway. My next question. This kind of reimagining sees work flows, eyes kind of breaking down the old the old way and bringing in kind of a new way accelerated all kind of new things. There are creative ways to address this workforce issue, and this is the next topic. How can we employ new creative solutions? Because, let's face it, you know, it's not the days of get your engineering degree and and go interview for a job and then get slotted in and get the intern. You know the programs you get you particularly through the system. This is this is multiple disciplines. Cybersecurity points at that. You could be smart and math and have, ah, degree in anthropology and even the best cyber talents on the planet. So this is a new new world. What are some creative approaches that >>you know, we're >>in the workforce >>is quite good, John. One of the things I think that za challenge to us is you know, we got somehow we got me working for with the government, sexy, right? The part of the challenge we have is attracting the right right level of skill sets and personnel. But, you know, we're competing oftentimes with the commercial side, the gaming industry as examples of a big deal. And those are the same talents. We need to support a lot of programs we have in the U. D. So somehow we have to do a better job to Steve's point off, making the work within the U. D within the government something that they would be interested early on. So I tracked him early. I kind of talked about Cal Poly's, uh, challenge program that they were gonna have in June inviting high school kid. We're excited about the whole idea of space and cyber security, and so on those air something. So I think we have to do it. Continue to do what were the course the next several years. >>Awesome. Any other creative approaches that you guys see working or might be on idea, or just a kind of stoked the ideation out their internship. So obviously internships are known, but like there's gotta be new ways. >>I think you can take what Steve was talking about earlier getting students in high school, uh, and aligning them sometimes. Uh, that intern first internship, not just between the freshman sophomore year, but before they inter cal poly per se. And they're they're involved s So I think that's, uh, absolutely key. Getting them involved many other ways. Um, we have an example of of up Skilling a redeveloped work redevelopment here in the Central Coast. PG and e Diablo nuclear plant as going to decommission in around 2020 24. And so we have a ongoing partnership toe work on reposition those employees for for the future. So that's, you know, engineering and beyond. Uh, but think about that just in the manner that you were talking about. So the up skilling and re Skilling uh, on I think that's where you know, we were talking about that Purdue University. Other California universities have been dealing with online programs before cove it and now with co vid uh, so many more faculty or were pushed into that area. There's going to be much more going and talk about workforce development and up Skilling and Re Skilling The amount of training and education of our faculty across the country, uh, in in virtual, uh, and delivery has been huge. So there's always a silver linings in the cloud. >>I want to get your guys thoughts on one final question as we in the in the segment. And we've seen on the commercial side with cloud computing on these highly accelerated environments where you know, SAS business model subscription. That's on the business side. But >>one of The >>things that's clear in this trend is technology, and people work together and technology augments the people components. So I'd love to get your thoughts as we look at the world now we're living in co vid um, Cal Poly. You guys have remote learning Right now. It's a infancy. It's a whole new disruption, if you will, but also an opportunity to enable new ways to collaborate, Right? So if you look at people and technology, can you guys share your view and vision on how communities can be developed? How these digital technologies and people can work together faster to get to the truth or make a discovery higher to build the workforce? These air opportunities? How do you guys view this new digital transformation? >>Well, I think there's there's a huge opportunities and just what we're doing with this symposium. We're filming this on one day, and it's going to stream live, and then the three of us, the four of us, can participate and chat with participants while it's going on. That's amazing. And I appreciate you, John, you bringing that to this this symposium, I think there's more and more that we can do from a Cal poly perspective with our pedagogy. So you know, linked to learn by doing in person will always be important to us. But we see virtual. We see partnerships like this can expand and enhance our ability and minimize the in person time, decrease the time to degree enhanced graduation rate, eliminate opportunity gaps or students that don't have the same advantages. S so I think the technological aspect of this is tremendous. Then on the up Skilling and Re Skilling, where employees air all over, they can be reached virtually then maybe they come to a location or really advanced technology allows them to get hands on virtually, or they come to that location and get it in a hybrid format. Eso I'm I'm very excited about the future and what we can do, and it's gonna be different with every university with every partnership. It's one. Size does not fit all. >>It's so many possibilities. Bond. I could almost imagine a social network that has a verified, you know, secure clearance. I can jump in, have a little cloak of secrecy and collaborate with the d o. D. Possibly in the future. But >>these are the >>kind of kind of crazy ideas that are needed. Are your thoughts on this whole digital transformation cross policy? >>I think technology is gonna be revolutionary here, John. You know, we're focusing lately on what we call digital engineering to quicken the pace off, delivering capability to warfighter. As an example, I think a I machine language all that's gonna have a major play and how we operate in the future. We're embracing five G technologies writing ability Thio zero latency or I o t More automation off the supply chain. That sort of thing, I think, uh, the future ahead of us is is very encouraging. Thing is gonna do a lot for for national defense on certainly the security of the country. >>Steve, your final thoughts. Space systems are systems, and they're connected to other systems that are connected to people. Your thoughts on this digital transformation opportunity >>Such a great question in such a fun, great challenge ahead of us. Um echoing are my colleague's sentiments. I would add to it. You know, a lot of this has I think we should do some focusing on campaigning so that people can feel comfortable to include the Congress to do things a little bit differently. Um, you know, we're not attuned to doing things fast. Uh, but the dramatic You know, the way technology is just going like crazy right now. I think it ties back Thio hoping Thio, convince some of our senior leaders on what I call both sides of the Potomac River that it's worth taking these gamble. We do need to take some of these things very way. And I'm very confident, confident and excited and comfortable. They're just gonna be a great time ahead and all for the better. >>You know, e talk about D. C. Because I'm not a lawyer, and I'm not a political person, but I always say less lawyers, more techies in Congress and Senate. So I was getting job when I say that. Sorry. Presidential. Go ahead. >>Yeah, I know. Just one other point. Uh, and and Steve's alluded to this in bonded as well. I mean, we've got to be less risk averse in these partnerships. That doesn't mean reckless, but we have to be less risk averse. And I would also I have a zoo. You talk about technology. I have to reflect on something that happened in, uh, you both talked a bit about Bill Britton and his impact on Cal Poly and what we're doing. But we were faced a few years ago of replacing a traditional data a data warehouse, data storage data center, and we partner with a W S. And thank goodness we had that in progress on it enhanced our bandwidth on our campus before Cove. It hit on with this partnership with the digital transformation hub. So there is a great example where, uh, we we had that going. That's not something we could have started. Oh, covitz hit. Let's flip that switch. And so we have to be proactive on. We also have thio not be risk averse and do some things differently. Eyes that that is really salvage the experience for for students. Right now, as things are flowing, well, we only have about 12% of our courses in person. Uh, those essential courses, uh, and just grateful for those partnerships that have talked about today. >>Yeah, and it's a shining example of how being agile, continuous operations, these air themes that expand into space and the next workforce needs to be built. Gentlemen, thank you. very much for sharing your insights. I know. Bang, You're gonna go into the defense side of space and your other sessions. Thank you, gentlemen, for your time for great session. Appreciate it. >>Thank you. Thank you. >>Thank you. >>Thank you. Thank you. Thank you all. >>I'm John Furry with the Cube here in Palo Alto, California Covering and hosting with Cal Poly The Space and Cybersecurity Symposium 2020. Thanks for watching.

>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Hello and welcome back to the cubes. Virtual coverage of VM World 2020 Virtual I'm John for your host of the Cube, our 11th year covering V emeralds. Not in person. It's virtual. I'm with my coast, Dave. A lot, of course. Ah, guest has been on every year since the cubes existed. Sanjay Putin, who is now the chief operating officer for VM Ware Sanjay, Great to see you. It's our 11th years. Virtual. We're not in person. Usually high five are going around. But hey, virtual fist pump, >>virtual pissed bump to you, John and Dave, always a pleasure to talk to you. I give you more than a virtual pistol. Here's a virtual hug. >>Well, so >>great. Back at great. >>Great to have you on. First of all, a lot more people attending the emerald this year because it's virtual again, it doesn't have the face to face. It is a community and technical events, so people do value that face to face. Um, but it is virtually a ton of content, great guests. You guys have a great program here, Very customer centric. Kind of. The theme is, you know, unpredictable future eyes is really what it's all about. We've talked about covert you've been on before. What's going on in your perspective? What's the theme of your main talks? >>Ah, yeah. Thank you, John. It's always a pleasure to talk to you folks. We we felt as we thought, about how we could make this content dynamic. We always want to make it fresh. You know, a virtual show of this kind and program of this kind. We all are becoming experts at many Ted talks or ESPN. Whatever your favorite program is 60 minutes on becoming digital producers of content. So it has to be crisp, and everybody I think was doing this has found ways by which you reduce the content. You know, Pat and I would have normally given 90 minute keynotes on day one and then 90 minutes again on day two. So 180 minutes worth of content were reduced that now into something that is that entire 180 minutes in something that is but 60 minutes. You you get a chance to use as you've seen from the keynote an incredible, incredible, you know, packed array of both announcements from Pat myself. So we really thought about how we could organize this in a way where the content was clear, crisp and compelling. Thekla's piece of it needed also be concise, but then supplemented with hundreds of sessions that were as often as possible, made it a goal that if you're gonna do a break out session that has to be incorporate or lead with the customer, so you'll see not just that we have some incredible sea level speakers from customers that have featured in in our pattern, Mikey notes like John Donahoe, CEO of Nike or Lorry beer C I, a global sea of JPMorgan Chase partner Baba, who is CEO of Zuma Jensen Wang, who is CEO of video. Incredible people. Then we also had some luminaries. We're gonna be talking in our vision track people like in the annuity. I mean, one of the most powerful women the world many years ranked by Fortune magazine, chairman, CEO Pepsi or Bryan Stevenson, the person who start in just mercy. If you watch that movie, he's a really key fighter for social justice and criminal. You know, reform and jails and the incarceration systems. And Malala made an appearance. Do I asked her personally, I got to know her and her dad's and she spoke two years ago. I asked her toe making appearance with us. So it's a really, really exciting until we get to do some creative stuff in terms of digital content this year. >>So on the product side and the momentum side, you have great decisions you guys have made in the past. We covered that with Pat Gelsinger, but the business performance has been very strong with VM. Where, uh, props to you guys, Where does this all tie together for in your mind? Because you have the transformation going on in a highly accelerated rate. You know, cov were not in person, but Cove in 19 has proven, uh, customers that they have to move faster. It's a highly accelerated world, a lot. Lots changing. Multi cloud has been on the radar. You got security. All the things you guys are doing, you got the AI announcements that have been pumping. Thean video thing was pretty solid. That project Monterey. What does the customer walk away from this year and and with VM where? What is the main theme? What what's their call to action? What's what do they need to be doing? >>I think there's sort of three things we would encourage customers to really think about. Number one is, as they think about everything in infrastructure, serves APS as they think about their APS. We want them to really push the frontier of how they modernize their athletic applications. And we think that whole initiative off how you modernized applications driven by containers. You know, 20 years ago when I was a developer coming out of college C, C plus, plus Java and then emerge, these companies have worked on J two ee frameworks. Web Logic, Be Aware logic and IBM Web Street. It made the development off. Whatever is e commerce applications of portals? Whatever was in the late nineties, early two thousands much, much easier. That entire world has gotten even easier and much more Micro service based now with containers. We've been talking about kubernetes for a while, but now we've become the leading enterprise, contain a platform making some incredible investments, but we want to not just broaden this platform. We simplified. It is You've heard everything in the end. What works in threes, right? It's sort of like almost t shirt sizing small, medium, large. So we now have tens Ooh, in the standard. The advanced the enterprise editions with lots of packaging behind that. That makes it a very broad and deep platform. We also have a basic version of it. So in some sense it's sort of like an extra small. In addition to the small medium large so tends to and everything around at modernization, I think would be message number one number two alongside modernization. You're also thinking about migration of your workloads and the breadth and depth of, um, er Cloud Foundation now of being able to really solve, not just use cases, you are traditionally done, but also new ai use cases. Was the reason Jensen and us kind of partner that, and I mean what a great company and video has become. You know, the king maker of these ai driven applications? Why not run those AI applications on the best infrastructure on the planet? Remember, that's a coming together of both of our platforms to help customers. You know automotive banking fraud detection is a number of AI use cases that now get our best and we want it. And the same thing then applies to Project Monterey, which takes the B c f e m A Cloud Foundation proposition to smart Knicks on Dell, HP Lenovo are embracing the in video Intel's and Pen Sandoz in that smart make architectural, however, that so that entire world of multi cloud being operative Phobia Macleod Foundation on Prem and all of its extended use cases like AI or Smart Knicks or Edge, but then also into the AWS Azure, Google Multi Cloud world. We obviously had a preferred relationship with Amazon that's going incredibly well, but you also saw some announcements last week from, uh, Microsoft Azure about azure BMR solutions at their conference ignite. So we feel very good about the migration opportunity alongside of modernization on the third priority, gentlemen would be security. It's obviously a topic that I most recently taken uninterested in my day job is CEO of the company running the front office customer facing revenue functions by night job by Joe Coffin has been driving. The security strategy for the company has been incredibly enlightening to talk, to see SOS and drive this intrinsic security or zero trust from the network to end point and workload and cloud security. And we made some exciting announcements there around bringing together MAWR capabilities with NSX and Z scaler and a problem black and workload security. And of course, Lassiter wouldn't cover all of this. But I would say if I was a attendee of the conference those the three things I want them to take away what BMR is doing in the future of APS what you're doing, the future of a multi cloud world and how we're making security relevant for distributed workforce. >>I know David >>so much to talk about here, Sanjay. So, uh, talk about modern APS? That's one of the five franchise platforms VM Ware has a history of going from, you know, Challenger toe dominant player. You saw that with end user computing, and there's many, many other examples, so you are clearly one of the top, you know. Let's call it five or six platforms out there. We know what those are, uh, and but critical to that modern APS. Focus is developers, and I think it's fair to say that that's not your wheelhouse today, but you're making moves there. You agree that that is, that is a critical part of modern APS, and you update us on what you're doing for that community to really take a leadership position there. >>Yeah, no, I think it's a very good point, David. We way seek to constantly say humble and hungry. There's never any assumption from us that VM Ware is completely earned anyplace off rightful leadership until we get thousands, tens of thousands. You know, we have a half a million customers running on our virtualization sets of products that have made us successful for 20 years 70 million virtual machines. But we have toe earn that right and containers, and I think there will be probably 10 times as many containers is their virtual machines. So if it took us 20 years to not just become the leader in in virtual machines but have 70 million virtual machines, I don't think it will be 20 years before there's a billion containers and we seek to be the leader in that platform. Now, why, Why VM Where and why do you think we can win in their long term. What are we doing with developers Number one? We do think there is a container capability independent of virtual machine. And that's what you know, this entire world of what hefty on pivotal brought to us on. You know, many of the hundreds of customers that are using what was formerly pivotal and FDR now what's called Tan Xue have I mean the the case. Studies of what those customers are doing are absolutely incredible. When I listen to them, you take Dick's sporting goods. I mean, they are building curbside, pick up a lot of the world. Now the pandemic is doing e commerce and curbside pick up people are going to the store, That's all based on Tan Xue. We've had companies within this sort of world of pandemic working on contact, tracing app. Some of the diagnostic tools built without they were the lab services and on the 10 zoo platform banks. Large banks are increasingly standardizing on a lot of their consumer facing or wealth management type of applications, anything that they're building rapidly on this container platform. So it's incredible the use cases I'm hearing public sector. The U. S. Air Force was talking about how they've done this. Many of them are not public about how they're modernizing dams, and I tend to learn the best from these vertical use case studies. I mean, I spend a significant part of my life is you know, it s a P and increasingly I want to help the company become a lot more vertical. Use case in banking, public sector, telco manufacturing, CPG retail top four or five where we're seeing a lot of recurrence of these. The Tan Xue portfolio actually brings us closest to almost that s a P type of dialogue because we're having an apse dialogue in the in the speak of an industry as opposed to bits and bytes Notice I haven't talked at all about kubernetes or containers. I'm talking about the business problem being solved in a retailer or a bank or public sector or whatever have you now from a developer audience, which was the second part of your question? Dave, you know, we talked about this, I think a year or two ago. We have five million developers today that we've been able to, you know, as bringing these acquisitions earn some audience with about two or three million from from the spring community and two or three million from the economic community. So think of those five million people who don't know us because of two acquisitions we don't. Obviously spring was inside Vienna where went out of pivotal and then came back. So we really have spent a lot of time with that community. A few weeks ago, we had spring one. You guys are aware of that? That conference record number of attendees okay, Registered, I think of all 40 or 50,000, which is, you know, much bigger than the physical event. And then a substantial number of them attended live physical. So we saw a great momentum out of spring one, and we're really going to take care of that, That that community base of developers as they care about Java Manami also doing really, really well. But then I think the rial audience it now has to come from us becoming part of the conversation. That coupon at AWS re invent at ignite not just the world, I mean via world is not gonna be the only place where infrastructure and developers come to. We're gonna have to be at other events which are very prominent and then have a developer marketplace. So it's gonna be a multiyear effort. We're okay with that. To grow that group of about five million developers that we today Kate or two on then I think there will be three or four other companies that also play very prominently to developers AWS, Microsoft and Google. And if we're one among those three or four companies and remembers including that list, we feel very good about our ability to be in a place where this is a shared community, takes a village to approach and an appeal to those developers. I think there will be one of those four companies that's doing this for many years to >>come. Santa, I got to get your take on. I love your reference to the Web days and how the development environment change and how the simplicity came along very relevant to how we're seeing this digital transformation. But I want to get your thoughts on how you guys were doing pre and now during and Post Cove it. You already had a complicated thing coming on. You had multi cloud. You guys were expanding your into end you had acquisitions, you mentioned a few of them. And then cove it hit. Okay, so now you have Everything is changing you got. He's got more complex city. You have more solutions, and then the customer psychology is change. You got to spectrums of customers, people trying to save their business because it's changed, their customer behavior has changed. And you have other customers that are doubling down because they have a tailwind from Cove it, whether it's a modern app, you know, coming like Zoom and others are doing well because of the environment. So you got your customers air in this in this in this, in this storm, you know, they're trying to save down, modernized or or or go faster. How are you guys changing? Because it's impacted how you sell. People are selling differently, how you implement and how you support customers, because you already had kind of the whole multi cloud going on with the modern APS. I get that, but Cove, it has changed things. How are you guys adopting and changing to meet the customer needs who are just trying to save their business on re factor or double down and continue >>John. Great question. I think I also talked about some of this in one of your previous digital events that you and I talked about. I mean, you go back to the last week of February 1st week of March, actually back up, even in January, my last trip on a plane. Ah, major trip outside this country was the World Economic Forum in Davos. And, you know, there were thousands of us packed into the small digits in Switzerland. I was sitting having dinner with Andy Jassy in a restaurant one night that day. Little did we know. A month later, everything would change on DWhite. We began to do in late February. Early March was first. Take care of employees. You always wanna have the pulse, check employees and be in touch with them. Because the health and safety of employees is much more important than the profits of, um, where you know. So we took care of that. Make sure that folks were taking care of older parents were in good place. We fortunately not lost anyone to death. Covert. We had some covert cases, but they've recovered on. This is an incredible pandemic that connects all of us in the human fabric. It has no separation off skin color or ethnicity or gender, a little bit of difference in people who are older, who might be more affected or prone to it. But we just have to, and it's taught me to be a significantly more empathetic. I began to do certain things that I didn't do before, but I felt was the right thing to do. For example, I've begun to do 25 30 minute calls with every one of my key countries. You know, as I know you, I run customer operations, all of the go to market field teams reporting to me on. I felt it was important for me to be showing up, not just in the big company meetings. We do that and big town halls where you know, some fractions. 30,000 people of VM ware attend, but, you know, go on, do a town hall for everybody in a virtual zoom session in Japan. But in their time zone. So 10 o'clock my time in the night, uh, then do one in China and Australia kind of almost travel around the world virtually, and it's not long calls 25 30 minutes, where 1st 10 or 15 minutes I'm sharing with them what I'm seeing across other countries, the world encouraging them to focus on a few priorities, which I'll talk about in a second and then listening to them for 10 15 minutes and be, uh and then the call on time or maybe even a little earlier, because every one of us is going to resume button going from call to call the call. We're tired of T. There's also mental, you know, fatigue that we've gotta worry about. Mental well, being long term. So that's one that I personally began to change. I began to also get energy because in the past, you know, I would travel to Europe or Asia. You know, 40 50%. My life has travel. It takes a day out of your life on either end, your jet lag. And then even when you get to a Tokyo or Beijing or to Bangalore or the London, getting between sites of these customers is like a 45 minute, sometimes in our commute. Now I'm able to do many of these 25 30 minute call, so I set myself a goal to talk to 1000 chief security officers. I know a lot of CEOs and CFOs from my times at S A P and VM ware, but I didn't know many security officers who often either work for a CEO or report directly to the legal counsel on accountable to the audit committee of the board. And I got a list of these 1,002,000 people we called email them. Man, I gotta tell you, people willing to talk to me just coming, you know, into this I'm about 500 into that. And it was role modeling to my teams that the top of the company is willing to spend as much time as possible. And I have probably gotten a lot more productive in customer conversations now than ever before. And then the final piece of your question, which is what do we tell the customer in terms about portfolio? So these were just more the practices that I was able to adapt during this time that have given me energy on dial, kind of get scared of two things from the portfolio perspective. I think we began to don't notice two things. One is Theo entire move of migration and modernization around the cloud. I describe that as you know, for example, moving to Amazon is a migration opportunity to azure modernization. Is that whole Tan Xue Eminem? Migration of modernization is highly relevant right now. In fact, taking more speed data center spending might be on hold on freeze as people kind of holding till depend, emmick or the GDP recovers. But migration of modernization is accelerating, so we wanna accelerate that part of our portfolio. One of the products we have a cloud on Amazon or Cloud Health or Tan Xue and maybe the other offerings for the other public dog. The second part about portfolio that we're seeing acceleration around is distributed workforce security work from home work from anywhere. And that's that combination off workspace, one for both endpoint management, virtual desktops, common black envelope loud and the announcements we've now made with Z scaler for, uh, distributed work for security or what the analysts called secure access. So message. That's beautiful because everyone working from home, even if they come back to the office, needs a very different model of security and were now becoming a leader in that area. of security. So these two parts of the portfolio you take the five franchise pillars and put them into these two buckets. We began to see momentum. And the final thing, I would say, Guys, just on a soft note. You know, I've had to just think about ways in which I balance work and family. It's just really easy. You know what, 67 months into this pandemic to burn out? Ah, now I've encouraged my team. We've got to think about this as a marathon, not a sprint. Do the personal things that you wanna do that will make your life better through this pandemic. That in practice is that you keep after it. I'll give you one example. I began biking with my kids and during the summer months were able to bike later. Even now in the fall, we're able to do that often, and I hope that's a practice I'm able to do much more often, even after the pandemic. So develop some activities with your family or with the people that you love the most that are seeing you a lot more and hopefully enjoying that time with them that you will keep even after this pandemic ends. >>So, Sanjay, I love that you're spending all this time with CSOs. I mean, I have a Well, maybe not not 1000 but dozens. And they're such smart people. They're really, you know, in the thick of things you mentioned, you know, your partnership with the scale ahead. Scott Stricklin on who is the C. C so of Wyndham? He was talking about the security club. But since the pandemic, there's really three waves. There's the cloud security, the identity, access management and endpoint security. And one of the things that CSOs will tell you is the lack of talent is their biggest challenge. And they're drowning in all these products. And so how should we think about your approach to security and potentially simplifying their lives? >>Yeah. You know, Dave, we talked about this, I think last year, maybe the year before, and what we were trying to do in security was really simplified because the security industry is like 5000 vendors, and it's like, you know, going to a doctor and she tells you to stay healthy. You gotta have 5000 tablets. You just cannot eat that many tablets you take you days, weeks, maybe a month to eat that many tablets. So ah, grand simplification has to happen where that health becomes part of your diet. You eat your proteins and vegetables, you drink your water, do your exercise. And the analogy and security is we cannot deploy dozens of agents and hundreds of alerts and many, many consoles. Uh, infrastructure players like us that have control points. We have 70 million virtual machines. We have 75 million virtual switches. We have, you know, tens of million's off workspace, one of carbon black endpoints that we manage and secure its incumbent enough to take security and making a lot more part of the infrastructure. Reduce the need for dozens and dozens of point tools. And with that comes a grand simplification of both the labor involved in learning all these tools. Andi, eventually also the cost of ownership off those particular tool. So that's one other thing we're seeking to do is increasingly be apart off that education off security professionals were both investing in ah, lot of off, you know, kind of threat protection research on many of our folks you know who are in a threat. Behavioral analytics, you know, kind of thread research. And people have come out of deep hacking experience with the government and others give back to the community and teaching classes. Um, in universities, there are a couple of non profits that are really investing in security, transfer education off CSOs and their teams were contributing to that from the standpoint off the ways in which we can give back both in time talent and also a treasure. So I think is we think about this. You're going to see us making this a long term play. We have a billion dollar security business today. There's not many companies that have, you know, a billion dollar plus of security is probably just two or three, and some of them have hit a wall in terms of their progress sport. We want to be one of the leaders in cybersecurity, and we think we need to do this both in building great product satisfying customers. But then also investing in the learning, the training enable remember, one of the things of B M worlds bright is thes hands on labs and all the training enable that happened at this event. So we will use both our platform. We in world in a variety of about the virtual environments to ensure that we get the best education of security to professional. >>So >>that's gonna be exciting, Because if you look at some of the evaluations of some of the pure plays I mean, you're a cloud security business growing a triple digits and, you know, you see some of these guys with, you know, $30 billion valuations, But I wanted to ask you about the market, E v m. Where used to be so simple Right now, you guys have expanded your tam dramatically. How are you thinking about, you know, the market opportunity? You've got your five franchise platforms. I know you're very disciplined about identifying markets, and then, you know, saying, Okay, now we're gonna go compete. But how do you look at the market and the market data? Give us the update there. >>Yeah, I think. Dave, listen, you know, I like davinci statement. You know, simplicity is the greatest form of sophistication, and I think you've touched on something that which is cos we get bigger. You know, I've had the great privilege of working for two great companies. s a P and B M where the bulk of my last 15 plus years And if something I've learned, you know, it's very easy. Both companies was to throw these TLS three letter acronyms, okay? And I use an acronym and describing the three letter acronyms like er or s ex. I mean, they're all acronyms and a new employee who comes to this company. You know, Carol Property, for example. We just hired her from Google. Is our CMO her first comments like, My goodness, there is a lot of off acronyms here. I've gotta you need a glossary? I had the same reaction when I joined B. M or seven years ago and had the same reaction when I joined the S A. P 15 years ago. Now, of course, two or three years into it, you learn everything and it becomes part of your speed. We have toe constantly. It's like an accordion like you expanded by making it mawr of luminous and deep. But as you do that it gets complex, you then have to simplify it. And that's the job of all of us leaders and I this year, just exemplifying that I don't have it perfect. One of the gifts I do have this communication being able to simplify things. I recorded a five minute video off our five franchise pill. It's just so that the casual person didn't know VM where it could understand on. Then, when I'm on your shore and when on with Jim Cramer and CNBC, I try to simplify, simplify, simplify, simplify because the more you can talk and analogies and pictures, the more the casual user. I mean, of course, and some other audiences. I'm talking to investors. Get it on. Then, Of course, as you go deeper, it should be like progressive layers or feeling of an onion. You can get deeper. It's not like the entire discussion with Sanjay Putin on my team is like, you know, empty suit. It's a superficial discussion. We could go deeper, but you don't have to begin the discussion in the bowels off that, and that's really what we don't do. And then the other part of your question was, how do we think about new markets? You know, we always start with Listen, you sort of core in contact our borough come sort of Jeffrey Moore, Andi in the Jeffrey more context. You think about things that you do really well and then ask yourself outside of that what the Jason sees that are closest to you, that your customers are asking you to advance into on that, either organically to partnerships or through acquisitions. I think John and I talked about in the previous dialogue about the framework of build partner and by, and we always think about it in that order. Where do we advance and any of the moves we've made six years ago, seven years ago and I joined the I felt VM are needed to make a move into mobile to really cement opposition in end user computing. And it took me some time to convince my peers and then the board that we should by Air One, which at that time was the biggest acquisition we've ever done. Okay. Similarly, I'm sure prior to me about Joe Tucci, Pat Nelson. We're thinking about nice here, and I'm moving to networking. Those were too big, inorganic moves. +78 years of Raghu was very involved in that. The decisions we moved to the make the move in the public cloud myself. Rgu pack very involved in the decision. Their toe partner with Amazon, the change and divest be cloud air and then invested in organic effort around what's become the Claudia. That's an organic effort that was an acquisition fast forward to last year. It took me a while to really Are you internally convinced people and then make the move off the second biggest acquisition we made in carbon black and endpoint security cement the security story that we're talking about? Rgu did a similar piece of good work around ad monetization to justify that pivotal needed to come back in. So but you could see all these pieces being adjacent to the core, right? And then you ask yourself, Is that context meaning we could leave it to a partner like you don't see us get into the hardware game we're partnering with. Obviously, the players like Dell and HP, Lenovo and the smart Knick players like Intel in video. In Pensando, you see that as part of the Project Monterey announcement. But the adjacent seas, for example, last year into app modernization up the stack and into security, which I'd say Maura's adjacent horizontal to us. We're now made a lot more logical. And as we then convince ourselves that we could do it, convince our board, make the move, We then have to go and tell our customers. Right? And this entire effort of talking to CSOs What am I doing is doing the same thing that I did to my board last year, simplified to 15 minutes and get thousands of them to understand it. Received feedback, improve it, invest further. And actually, some of the moves were now making this year around our partnership in distributed Workforce Security and Cloud Security and Z scaler. What we're announcing an XDR and Security Analytics. All of the big announcements of security of this conference came from what we heard last year between the last 12 months of my last year. Well, you know, keynote around security, and now, and I predict next year it'll be even further. That's how you advance the puck every year. >>Sanjay, I want to get your thoughts. So now we have a couple minutes left. But we did pull the audience and the community to get some questions for you, since it's virtually wanted to get some representation there. So I got three questions for you. First question, what comes after Cloud and number two is VM Ware security company. And three. What company had you wish you had acquired? >>Oh, my goodness. Okay, the third one eyes gonna be the turkey is one, I think. Listen, because I'm gonna give you my personal opinion, and some of it was probably predates me, so I could probably safely So do that. And maybe put the blame on Joe Tucci or somebody else is no longer here. But let me kind of give you the first two. What comes after cloud? I think clouds gonna be with us for a long time. First off this multi cloud world, you just look at the moment, um, that AWS and azure and the other clouds all have. It's incredible on I think this that multi cloud from phenomenon. But if there's an adapt ation of it, it's gonna be three forms of cloud. People are really only focus today in private public cloud. You have to remember the edge and Telco Cloud and this pendulum off the right balance of workloads between the data center called it a private cloud. The public cloud on one end and the telco edge on the other end. I think we're in a really good position for workloads to really swing between all three of those locations. Three other part that I think comes as a sequel to Cloud is cloud native. All of the capabilities a serverless functions but also containers that you know. Obviously the one could think of that a sister topics to cloud but the entire world of containers. The other seat, uh, then cloud a cloud native will also be topics, but these were all fairly connected. That's how I'd answer the first question. A security company? Absolutely. We you know, we aspire to be one of the leading companies in cyber security. I don't think they will be only one. We have to show this by the wealth on breath of our customers. The revenue momentum we have Gartner ranking us or the analysts ranking us in top rights of magic quadrants being viewed as an innovator simplifying the stack. But listen, we weren't even on the radar. We weren't speaking of the security conferences years ago. Now we are. We have a billion dollar security business, 20,000 plus customers, really strong presences and network endpoint and workload and Cloud Security. The three Coppola's a lot more coming in Security analytics, Cloud Security distributed workforce Security. So we're here to stay. And if anything, BMR persist through this, we're planning for multi your five or 10 year timeframe. And in that course I mean, the competition is smaller. Companies that don't have the breadth and depth of the n words are Andy muscle and are going market. We just have to keep building great products and serving customer on the third man. There's so many. But I mean, I think Listen, when I was looking back, I always wondered this is before I joined so I could say the summit speculatively on. Don't you know, make this This is BMR. Sorry. This is Sanjay one's opinion. Not VM. I gotta make very, very clear. Well, listen, I would have if I was at BMO in 2012 or 2013. I would love to about service now then service. It was a great company. I don't even know maybe the company's talk, but then talk about a very successful company at that time now. Maybe their priorities were different. I wasn't at the company at the time, but I can speculate if that had happened, that would have been an interesting Now I think that was during the time of Paul Maritz here and and so on. So for them, maybe there were other priorities the company need to get done. But at that time, of course, today s so it's not as big of a even slightly bigger market cap than us. So that's not happening. But that's a great example of a good company that I think would have at that time fit very well with VM Ware. And then there's probably we don't look back and regret we move forward. I mean, I think about the acquisitions we have made the big ones. Okay, Nice era air watch pop in black. Pivotal. The big moves we've made in terms of partnership. Amazon. What? We're announcing this This, you know, this week within video and Z scaler. So you never look back and regret. You always look for >>follow up on that To follow up on that from a developer, entrepreneurial or partner Perspective. Can you share where the white spaces for people to innovate around vm Where where where can people partner and play. Whether I'm an entrepreneur in a garage or venture back, funded or say a partner pivoting and or resetting with Govind, where's the white spaces with them? >>I think that, you know, there's gonna be a number off places where the Tan Xue platform develops, as it kind of makes it relevant to developers. I mean, there's, I think the first way we think about this is to make ourselves relevant toe all of that ecosystem around the C I. C. D type apply platform. They're really good partners of ours. They're like, get lab, You know, all of the ways in which open source communities, you know will play alongside that Hash E Corp. Jay frog there number of these companies that are partnering with us and we're excited about all of their relevancy to tend to, and it's our job to go and make that marketplace better and better. You're going to hear more about that coming up from us on. Then there's the set of data companies, you know, con fluent. You know, of course, you've seen a big I p o of a snowflake. All of those data companies, we'll need a very natural synergy. If you think about the old days of middleware, middleware is always sort of separate from the database. I think that's starting to kind of coalesce. And Data and analytics placed on top of the modern day middleware, which is containers I think it's gonna be now does VM or play physically is a data company. We don't know today we're gonna partner very heavily. But picking the right set of partners been fluent is a good example of one on. There's many of the next generation database companies that you're going to see us partner with that will become part of that marketplace influence. And I think, as you see us certainly produce out the VM Ware marketplace for developers. I think this is gonna be a game changing opportunity for us to really take those five million developers and work with the leading companies. You know, I use the example of get Lab is an example get help there. Others that appeal to developers tie them into our developer framework. The one thing you learn about developers, you can't have a mindset. With that, you all come to just us. It's a very mingled village off multiple ecosystems and Venn diagrams that are coalescing. If you try to take over the world, the developer community just basically shuns you. You have to have a very vibrant way in which you are mingling, which is why I described. It's like, Listen, we want our developers to come to our conferences and reinvent and ignite and get the best experience of all those provide tools that coincide with everybody. You have to take a holistic view of this on if you do that over many years, just like the security topic. This is a multi year pursuit for us to be relevant. Developers. We feel good about the future being bright. >>David got five minutes e. >>I thought you were gonna say Zoom, Sanjay, that was That was my wildcard. >>Well, listen, you know, I think it was more recently and very fast catapult Thio success, and I don't know that that's clearly in the complete, you know, sweet spot of the anywhere. I mean, you know, unified collaboration would have probably put us in much more competition with teams and, well, back someone you always have to think about what's in the in the bailiwick of what's closest to us, but zooms a great partner. Uh, I mean, obviously you love to acquire anybody that's hot, but Eric's doing really well. I mean, Erica, I'm sure he had many people try to come to buy him. I'm just so proud of him as a friend of all that he was named to Time magazine Top 100. But what he's done is phenomenon. I think he could build a company that's just his important, his Facebook. So, you know, I encourage him. Don't sell, keep building the company and you'll build a company that's going to be, you know, the enterprise version of Facebook. And I think that's a tremendous opportunity to do this better than anybody else is doing. And you know, I'm as an immigrant. He's, you know, China. Born now American, I'm Indian born, American, assim immigrants. We both have a similar story. I learned a lot from him. I learned a lot from him, from on speed on speed and how to move fast, he tells me he learns a thing to do for me on scale. We teach each other. It's a beautiful friendship. >>We'll make sure you put in a good word for the Kiwi. One more zoom integration >>for a final word or the zoom that is the future Facebook of the enterprise. Whatever, Sanjay, Thank >>you for connecting with us. Virtually. It is a digital foundation. It is an unpredictable world. Um, it's gonna change. It could be software to find the operating models or changing you guys. We're changing how you serve customers with new chief up commercial customer officer you have in place, which is a new hire. Congratulations. And you guys were flexing with the market and you got a tailwind. So congratulations, >>John and Dave. Always a pleasure. We couldn't do this without the partnership. Also with you. Congratulations of Successful Cube. And in its new digital format, Thank you for being with us With VM world here on. Do you know all that you're doing to get the story out? The guests that you have on the show, they look forward, including the nonviable people like, Hey, can I get on the Cuban like, Absolutely. Because they look at your platform is away. I'm telling this story. Thanks for all you're doing. I wish you health and safety. >>I'm gonna bring more community. And Dave is, you know, and Sanjay, and it's easier without the travel. Get more interviews, tell more stories and tell the most important stories. And thank you for telling your story and VM World story here of the emerald 2020. Sanjay Poon in the chief operating officer here on the Cube I'm John for a day Volonte. Thanks for watching Cube Virtual. Thanks for watching.

>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Welcome back, I'm still minimum and this is the Cubes coverage of VM World 2020 our 11th year doing the Cube. First year. We're doing it, of course, virtually globally. Happy to welcome back to the program. One of our Cube alumni, Shannon Champion, and she is the director of product marketing with Dell Technologies. Cannon. Nice to see you and thanks so much for joining us. >>Thanks for having me. Good to see you as well. >>Alright, So big thing, of course, at VM World, talking about building off of what was Project Pacific at last year's show? Talking about how kubernetes all the wonderful cloud native pieces go in. So let's let's talk about application modernization. Shannon, you know, with a theme I've talked about for a number of years, is you know, we need to modernize the platform, and then we can modernize the applications on top of those. So tell us what you're hearing from your customers and how Delon Vm Ware then are bringing the solutions to help customers really along that journey. >>Yeah, I'd love Thio. It's fun stuff. So, um, enterprises are telling us that especially now more than ever, they're really looking for how they must digitally transform. And they need to do that so they can drive innovation and get a competitive advantage on one way. That they're able to do that is by finding ways to flexibly and rapidly move work loads to where they make sense, whether that's on premises or in the public cloud. And the new standard for doing this is becoming cloud native applications. There was a recent I. D. C. Future Escape that predicted that by 2025 2 3rd of enterprises will be prolific software producers with code being deployed on a daily basis, and over 90% of applications at that time will be delivered with cognitive approaches. So it's just kind of crazy to think, and what's really impressive to is that the sheer volume of applications that are anticipated to be produced with these cloud native approaches Ah, it's expected to be over 500 million new APS created with club approaches by 2024 just kind of putting that into perspective 500 million. APS is the same number that's been created over the last 40 years. So it's a fun, fun trend to be part of. >>Yeah, it's really amazing. When I talked to customers, there's some It's like, Oh, let me show you how Maney APs I've done and created in the last 18 months. It was like, Great. How does that compare before? And they're like, we weren't creating APS. We were buying APS. We were buying software. We have outsourced some of those pieces. So you know that that that trend we've been talking about for a number of years is kind of everyone's a software company, Um, does not mean that, you know, we're getting rid of the old business models. But Shannon, there are challenges there either expanding and moving faster or, you know, making sure that I have the talent in house. So bring us inside. What if some of the big things that your customers were telling you, maybe that's holding them back from unlocking that potential? >>Yeah, totally. You hit on a couple of them, you know, we're definitely seeing a lot of interest in adoption of kubernetes and clearly vm Ware is leading the way with Changzhou. But we're also hearing that they're underestimating the challenges on how toe quote unquote get to kubernetes. Right? How do you stand up that full cloud native staff and particularly at scale Thio? How do you manage the ongoing operations and maintain that infrastructure? How do you support the various stakeholders? How do you bring I t operators and developers together? Eso There's really a wide range of challenges that, um businesses air facing. And the other thing is that you hit on, you know, they're gonna be producing Mawr and Mawr cloud native applications, but they still need to maintain legacy applications, many of which are driving business critical applications and workloads. So they're going to need to look for solutions that help them manage both and allow them to re factor or retire those legacy ones at their own pace so they can maintain business continuity. >>Yeah, and of course, Shannon, we know as infrastructure people, our job was always toe, you know, give the environment to allow the applications to run in virtualization. For years, it was Well, I knew if I virtualized something, I could leave it there, and it wasn't going to it didn't have to worry about the underlying hardware changes. Help us understand How does kubernetes fit into this environment? Because, as I said that people don't want to even worry about it. And the infrastructure people now need to be able to change, expand and, you know, respond to the business so much faster than we might have in times past. >>Yeah, So from an infrastructure perspective, working with VM ware based on tons of really the essence of that is to bring I t operators and developers together. The infrastructure has a common set of management that, you know, each the developer and the I t operators can work in the language there most familiar with. And, you know, the communication of the translation all happens within Tan Xue so that they're more speaking the same, um, language when it comes Thio, you know, managing the infrastructure in particular with VM ware tansy on VX rail. We are delivering kind of a range of infrastructure options because we know people are still trying to figure out you know, where they are in their kubernetes readiness. Have, um, some people have really developed mature capabilities in house for who were Netease for software defined networking. And for those customers, they still may want Thio. You know, use a reference architecture er and build on top of the ex rail for, you know, a custom cloud native specific application. What we're finding is more and more customers, though, don't have that level of kubernetes expertise, especially at scale. And so VM ware v sphere with Tan Xue on VX rail as well as via more cloud foundation on VX rail are ways Thio get a fast start on kubernetes with directly on these fair or kind of go with the full Monty of B M or Cloud Foundation on BX rail. >>Well, we're bringing up VX rail. Of course. The whole wave of h C I was How do we enable simplicity? We don't wanna have to think about these. We wanna, uh, just make it so that customers can just buy a solution. Of course. VX rail joint solution, you know, heavily partnership with VM ware. So, Shannon, there's a few options. VM has been moving very fast. Expand out that the into portfolio, uh, back at the beginning of the year when the Sphere seven came out. You needed the BMR Cloud Foundation. Which, of course, what was an option for for for the VX rail. So help us understand you laid out a little bit some of those options there. But what should I know as Adele customer, Uh, you know what my options are? How the fault hands a sweet fits into it. >>Yeah, eso we like to call it kubernetes your way with the ex rail. So we have a range of options to fit your operational or kubernetes scale requirements or your level of expertise. So the three options, our first for customers that are looking for that tested, validated multi configuration reference architectures er that will deliver platform as a service or containers is a service. We've got tons of architecture for VX rail, which is a new name for what was known as pivot already architecture er and then for customers that may have minimum scaling requirements, they may have some of that expertise in house to manage at scale. The fastest path to get started with kubernetes is the new VM ware V sphere with Changzhou on VX rail. And then last I mentioned kind of that full highly automated turnkey on promises. Cloud platform. That's the VM, or Cloud Foundation, on VX rail, which is also known as Dell Technologies Cloud Platform. And that option supports Tan Xue with software defined networking and security built in with that automated lifecycle management across the full stack. So there's really three paths to it, from a reference architecture approach to a fast path on the actual clusters all the way to the full Deltek Cloud platform. And Dell Technologies is the first and only really offering this breath of Tanya infrastructure deployment options. Eso customers can really choose the best path for them. >>Yeah, so, Shannon, if if I If I think back to what we saw in the keynote, you know, VM Ware lays out there, they're hybrid and multi cloud solution. So of course they're they're public cloud the VM ware cloud on a W s. They have that solution. They have extended extended partnerships. Now, with azure uh, the the the offering with Oracle that's coming. And I guess I could think to just think of the Delta cloud on VX rail as just one of those other clouds in that hybrid and multi cloud solutions do I have that right? Same stack. Same management. If I'm if I'm living in that VM world world. >>Yeah. So the Deltek Cloud platform is an on premises hybrid cloud. So, you know, ah, lot of customers were looking to reduce complexity really quickly especially, you know, with some of the work from home initiatives that were sprung upon us and trying to pivot to respond to that. And, um, you know the answer toe solving some of that complexity is to jump into public cloud. What we found is a lot of customers actually are driving a hybrid cloud strategy and approach. And we know many customers sort of have that executive mandate. There's value in, um, driving that, um on Prem hybrid cloud approach. And that's what Dell Technologies Cloud platform is. So you get the consistent operations in the consistent infrastructure and more of the public cloud like consumption experience while having the infrastructure on Prem for security data locality There, um, you know, cost reasons like that eso That's really where VM or Cloud Foundation on VF drill comes into play eso leveraging the VM ware technologies you have on Prem hybrid cloud. It can connect all those public cloud providers that you talked about. So you have, you know, core to cloud on day one of the new capabilities that VM or Cloud Foundation is announced support for is remote clusters. So that takes us kind of from cloud all the way toe edge because you now have the same VCF operational capabilities and operational efficiency with centralized management for remote locations. >>Wonderful. I'm glad you brought up the edge piece. Of course, you talk to the emerging space vm ware talking about ai talking about EJ. So help us understand. How much is it? The similar operational model is it even? Is that part of the VX rail family? What's the What's the state of the state in 2020 when it comes to how edge fits into that cloud core edge discussion that you just, uh, raised? >>Yeah. When you look at trends, especially for hyper converged edge and cloud native are kind of taking up a lot of the airwaves right now. Eso hyper converge is gonna play a big role in Theodore option of both cloud native Band Edge. And I think the intersection of those two comes into play with things like the remote cluster support for VM or Cloud Foundation on VX rail where you can run cloud, you know, cloud native based modern applications with thons Ooh, alongside traditional workloads at the edge, which traditionally have more stringent requirements. Less resource is maybe they need a more hardened environment, power and cooling, you know, um, constraints. So with VCF on Vieques, well, you have all the operational goodness that comes from the partnership in the levels of integration that we have with VM Ware. And customers can sort of realize that promise of full workload management mobility in a true hybrid cloud environment. >>Shannon, when I'm wondering what general feedback you're getting from your customers is as they look at a zoo, said these cloud native solutions and you know what's what's the big take away? Is this a continuation of the HD I wave that you've seen? Do they just pull this into their hybrid environments? Um, I'm wondering if you have any either any specific examples that you've been anonymized or just the general gestalt that you're getting from your customers. Is that how they're doing expanding, uh, into these, you know, new environments that kind of stretch them in different ways. >>Yeah, it's interesting because you know, there's there's customers that run the gamut when we look at those that are sort of the farther down their digital transformation journey. Those are the ones that were already planning for cloud native applications or had some in development. Uh, there's also some trends that we're seeing based on, you know, the the size of cluster deployments and the range of, you know, various configurations that are an indicator of those customers that are more modernized in terms of their approach to cloud native. And what we find from those customers, especially over the last six months, is that they're more prepared to respond to the unknown on bond. That was a big lesson for some of the other customers that you know, had new. The digital transformation was the way of the future, but hadn't yet sort of come up with a strategy on how to get there themselves were finding those customers are inhibiting their investments to areas that can help them be more ready for the unknown in the future. In Cloud Native is top of that list. >>Absolutely Shannon Day Volante shown a few times. There's the people in the office, you know, with their white board doing everything. And there's the wrecking ball of covert 19. Kind of like Well, if you weren't ready and you weren't already down this path, you better move fast. Wonderful. All right, Shannon. So we know, uh, from past years, you know, VX rail. Usually it's all over the show. So in the digital world, what do you want? He takeaways. What are some of the key? You know, hands on demos, sessions that that people should check out. >>Thank you. Yeah. So hopefully your take away is that the exhale is a great infrastructure to support modern applications. First and foremost, we have, you know, a jointly engineered system built with VM ware, four VM ware environments to enhance fam. Where, and we do that with our the extra LHC I system software, which I didn't give a shout out to yet, which extends that native capabilities and really is the secret behind how we do seamless automated operational experience with the ex rail. And that's the case, whether it's traditional or modern applications. So that's my little commercial for VX rail at the show please tune into our VM World session on this topic. We also have hands on labs. We are launching a fun augmented reality game. Eso Please check that out on. We have a new Web page as well that you get access to all the latest assets and guides that help you, you know, navigate your journey for cloud native. And that's at dell technologies dot com slash Hangzhou. >>Wonderful. Well, Shannon Champion, thanks so much. Great to see you again. And be short. Uh, we look forward to hearing more in the future. >>Thanks to >>stay with us. Lots more coverage from VM World 2020. I'm stew. Minimum is always thank you for watching the Cube.

>>Hi, I'm Peter Burress. And welcome to another cube conversation. This one from B M sees Helix Immersion Days and Santa Clara, California The Senate Clara Marriott. Every organization of any scale now has to lean on their suppliers in the technology world in different ways. It used to be you could almost have an antagonistic relationship with whoever was offering you technology. But today, every business is becoming increasingly dependent on technology suppliers that are providing crucial strategic service's. And that relationship is changing the way we think about technology. That is nowhere more obvious than the Manage service's provider space or the MSP space, which is highly dependent upon very complex delivery of very rich service's and a set of analytics that air allow the many service provider in the business to work together to achieve strategic ends. Now have a conversation about how that's working and how that's changing. We've got a great cube conversation got Aldo Romero, who's the cross service is deputy director at Keio Networks Mexico. Alda, Welcome to the Cube. So let's start with what is key networks tell us a little bit about Kiyo Networks. >>Okay, Kyo networks. Personally, he canna from dad and me, you know so much. Probably. Service is a technology. Inform us on the mission critical tenemos court. Enter data centers until Mexico Panorama making quarter political American Guatemala. So if >>we think about this challenge upfront, I said that increasingly, business has to think about treating its suppliers differently in the manage service providers at the vanguard of that, what catalyzed Keogh Network's decision to start thinking about how digital service is and operations management. We're gonna have to start coming together so that you could provide a better set of managed service capabilities to your clients. >>Another 50 are intellectuals For most of the heat does Bella Paralysis. Harvey Seo is a wall of stones in front under the remit Parma coral and triggers. A reason was clean and it's Santy Okay, on a work visa, no Russian grand plataforma CCTV shows was gonna transform our nose and Monroe and Moroccan era Watson was clean. A the city most cake. Alex LaMarca Hello, Obama said a roller. I mean telekinesis. Thomas put up a little emporia. Sorry. C'mon, process. So that's a gimme into control. Purple rules transformer heat element. So as >>you think about using BMC Helix and other classes of technology. You must have a vision in mind of where your relationships and how your service is are gonna be provided. Tell us a little bit about the relationship that you have with BMC Helix and how it's informing and altering and adjusting the promises in the value propositions that you have to your manage. Service customers. >>LaMarca parties with the most. The teleconference. A Norman 10. Vamos a bodyguard Transformer journals. You have a key on networks LLC and technology on the set of issues it processes your lot ago, most in your mutual momentous and those qualities of Israel experience. Check every message from Ministro. Probable servicios is most polio liberal exito process a literal form. A syndicate tile in our mentor mentor now look innocent of all arsonist risk. Leontes, his former meant importante para nosotros a parabola guarantee survey. No Star Service >>manage Service's has been around for a while. We're now talking about Cloud Service isn't as important subset of the manage service of space, but as one that over the course of the next few years might even become more important, especially in countries like Mexico that are growing so fast and introducing increasingly complex capabilities within their economies. As Keogh Networks evolves, do you see yourself being a leader in how cloud service is evolve as well? >>See if you determine, take yours leader in Lapa Improbable level problems servicios the clout that most officials the club go on Amazon. The notary's is the cloak on Microsoft tennis officials that throughout the opening stock include Syria. Infinity tormented knows Romans camellia in America. >>So one last question as you envision moving forward with this increasingly combined digital service, is management and operations management. What kind of leadership are you looking to be? Him? See? He looks for >>Leader Yasuoka. Stumbled booze can do is for their their arms. Trustee in testing facility. Tireless operaciones Sartre Business officials. The mission. Critical contextual. Here's the MTA cameras were Mr Alex Cee Lo Vamos con una Fortaleza, You know, in a para para nuestros revisions in America, he said, mass value. So spar partners >>Aldo Aldo Romero. Thank you very much for being on the Cube. Thank you. All the romero is tthe e Crawl Service is Deputy director Keogh Networks in Mexico, and once again, I'm Peter Burns. This has been another cute conversation until next time

>>Hi, I'm Peter Burress. And welcome back to know the Cube conversation. This one from B M sees Helix Immersion Day at Santa Clara Marriott in Santa Clara, California. Once again, we've got a great set of topics for today Today, Right now we're gonna talk about is the everybody talks about the explosion in the amount of data, but nobody talks about the resulting or associated explosion in software. And that may in fact, be that an even bigger issue than the explosion and data. Because ultimately, we want to apply that data and get work done. That's gonna require that we rethink service's rethink service management, rethink operations and rethink operations management in the context of how all this new software is gonna create new work but also can perform new classes of work. Soto have that conversation. We've got a couple of great guests. New York. And here is the BMC president of Digital Service is in operations management division to BMC. Welcome back to the Cube. >>Thank you. >>And me Here shoot Close the CEO of Automation anywhere here. Welcome to the Cube. So Naoki, I want to start with you. A year ago, we started on this journey of how this new digital service is is going to evolve to do Maur types of work for people. How has be emcees? Helix Platform evolved in that time. >>So if you remember last time, it's almost a year. Back when we launched Helix, which was all around taking the service management capability that we had on Prem Minute available in cloud continue rise so customers can run and cut of their choice and provided experience through various channels bought as channel off that customer experience. This is what we had released last time. We call it the three C's for Helix, Everything in cloud containerized with cognitive capabilities so customers can transform that experience in this version. What we are extending helix is with the operation side. So although I Tom capabilities that we have in our platform are now a part off Felix, so we have one entering platform so that customers can discover every asset that they have on prominent loud monitor those assets detected anomalies service bought four lines of business and for i t. For immediate issues that happen, vulnerabilities that are there in the system and automatically optimized capacity and cost on holistic. This whole closed loop off operations and service coming together is what this next day off innovations that were launching BMC Helix >>Soma here New York He's talked about very successfully, and Felix has been a very successful platform for improving user experience. But up front, I noted that we're not just talking about human beings as users anymore. We're talking about software is users R p a robotic process. Automation is a central feature of some of these new trends. Tell us a little bit about how robotic process automation is driving an increased need for this kind of digital service in operations management capability? >>Sure think it a high level you have to think of. The new organization has augmented organization that are human and what's working side by side, each doing what they're best at. And so, in a specific example of a service organization, uh, the the BMC hell ex ist Licht Alexis Taking this is Think of this as a utility where the way you plug it into an electricity outlet and switch on the light and you get the electricity, you plug into the BMC helix, and behind it, you have augmented workforce of chat boards are pia bots, human beings each doing what they're best at and giving a far superior customer experience and like any other that is happening now. And that's the future off service industry. >>But when you point a human, so to speak metaphorically into that system, there's a certain amount of time there's a certain amount of training. There's a certain, and as a consequence, you can have a little bit more predictable scale. That doesn't mean that you don't end up with a lot of complexity, but our p A seems that the potential of our P A seems that you're going to increase the rate at which these users, in this case, digital users are going to enter into the system. You don't have a training regimen you can attach to them. They have to be tested. They have to be discovered. You have to be put in operation with reliability. How is that ultimately driving the need for some of these new capabilities? >>I think you if you think of this, if you think of this box as a digital workers, you almost have to go through the same process that you would go through human beings. You onboard them in terms of you, configure them. You trained them with cognitive capabilities and the and then in. The one difference is the monitor themselves. Without any bias they give, they can give you. They can give their own performance rating performance rating card. Um, but the beauty off this is when human and what's work together because there are some functions that the bots can do well. And then at some point they can hand off to the human beings and human beings. Do some of the more interesting work that is based on judgment. Call customer service. All of that, um, so that the combination is is the end goal for everybody >>and to add would be here said right, that customer experience, whether you're providing experience to employees, are consumers and customers. That is the ultimate goal. That's ultimate result of what you want to get and the speed at which you provided experiences, the accuracy of which you provide experience of the cause, that which you provided experience becomes a competitive sensation, which is where all this automation, this augmentation that they're doing with humans and bots is what enables us to do that right for or large enterprise customers May major service organizations trying to transform into that beautiful. >>But increasingly, it seems as though the, uh, the things that we have to do to orchestrate in ministry Maur users digital and human undertaking Maur complex tasks where each is best applied is really driving a lot of new data mentioned upfront, an enormous amount of software and you said new experiences. But those experiences have to be reliable, have to be secure. They have to be predictable. So that suggests this overwhelming impact of all of these capabilities. You talk about a digital tsunami? What are some of the key things? Do you think Enterprise is gonna have to do to start engaging that? >>Yeah, I'm incredibly college 40 nursery revolution. Whether we call our initial transformation, I think what we all are experiencing is the tsunami Texan ami, right, Tsunami of clouds, where you have corruption clouds, private clouds have a close marriage clouds, tsunami of devices, not just more valid visors, but also has everything alone, as is getting connected devices, tsunami of channels. I mean, as an end user, I wantto experience that in the channel of my preference lack as a journalism as a channel tsunami of bots, off conversation, bullets in our Peabody. So in this tsunami, I think what everyone is trying to figure out is, how do they manage this explosion? It's humanly impossible to do it all manually. You have toe augment it. But of course, intelligence, I'm all. But then, of course, boss, become a big part of that augmentation toe. Orchestrate all of them back to back cross. >>I would say that the this is no longer nice to have, because if you look it from over consumer's perspective, last 20 years of digital technologies off from my Amazons and Google's of the World, Netflix and others they have created this mind set off instant customer gratification, and we all been trained for it. So what was acceptable five years ago is no longer acceptable in our own lives, I e. And so this new standard off instant result instant outcome. Instant respond. Instant delivery V. Just expected. Right. Once you're end, consumer begins to do that. We as a business is no longer have a choice that's writing on the wall. And so what? This new platform Zehr doing like you'd be emcee. Hellickson automation anywhere is delivering their instant gratification. And when you think about it, more and more of the new customers that are millennials, they don't know any other way. So for them, this is the only experience they will relate. Oh, so again, this is not nice to see Oh, it is. But it is the only way only the world will operate, right? >>Well, what we're trying to do is take on new classes of customer experience, new operational opportunities to improve our profitability, innovate and find new value propositions. But you mentioned time arrival rate of transaction is no longer predictable. It's gonna be defined by the market, not by your employees. We could go on and on and on with that. What is taught us a little bit about automation anywhere and what automation anywhere is doing to try to ensure that as businesses go off to attend to the complexity creates new value at the same time can introduce simplicity where they could get scale and more automation. >>Sure, you earlier mentioned that with explosion of data came the explosion off applications And what? Let me focus on what problem or permission anywhere solves. If you look at large organizations, they have vast amount of applications, sometimes 408 100 few 1000 what we have seen. What we've been doing historically is using people as a human bridges between this applications. And we have a prettier that way for too long. And that's the world today. >>So humans are the interface >>humans at the bridges between applications and often called the salty air operations. That's the easiest way to describe it. So the what are two mission ever does is it offers this technology platform robotic process automation area in an Arctic split form that integrates all off it together into a seamless automation bought that can go across and with the eye it can make intelligent, intelligent choices. Um, and so now take that Combined with the BMC, Alex, and you have a seamless service platform that can deliver superior experience. >>So we've got now these swivel chair users now being software, which means that we could discover them more easily. We can monitor them more easily, and that feeds. He looks >>absolutely so you know, in our consumer wall, in a day to day life We are used to a certain experience of how we consume data or consume experiences with our TVs and all the channels that experience that we have an identity. Life is what people expect when they walk into the company, right walking to the Enterprise, which every IittIe organization is trying to figure out. How do they get to that level of maturity? So this is what the combination of what we're doing with Felix and automation anywhere brewing's that consumer great experiences into an enterprise >>world. Some here when we think about our p A. We're applying it in interesting and innovative ways, no question about it. But there are certain patterns of success. Give us some visibility into what you are seeing leads to success. And then what's the future of our P? A. How's that gonna involve over the next few years? >>Sure. Um, R P has been deployed across virtually every industry and virtually every department, so there are many ways to get started in All of them are right. But often we find is that you can either start in a central organization where in terror organization is doing everything centrally. It is a great way to get started. But eventually we learned that the Federated Way is the best way to end where hundreds of offices all over the world, if you are especially large organization, each business unit is doing it with I t providing governments and central security and policies and an actual bots running and being implemented all over the world eventually for a large gilt transformation. That is a common pattern we have seen among successful customers. >>And where do you think this is? Houses pattern going to evolve as enterprises gained more familiarity with it, innovating new and interesting ways and his automation anywhere, and others advance the state of the art. Where do you think it's gonna end up? >>The read is going is is I define it as an app store experience or a Google play experience. So if you think about how we operate over mobile devices today, if you want something on your device, you would look for a nap that does that. We're getting to a point where there is bought for everything in a digital worker for everything. So if you need certain job done, you first go to a what store? Uh that is an automation anywhere website. Look for about that. Does something higher or download that Bart. Get the work done and it comes pre built. Like many. There are works with BMC Felix on many of those, So s. So that is your 1st 1st way you will look, look for getting your work done in a new body economy. And if it if there's no but available, then you look for other options. It will transform how we work and how we think of >>work. In many respects, it's the gig economy with perfect contractor, and it's that leads to some very in string challenges. Ultimately, we start thinking about service Is so Ni aki based on what me here just talked about. Where does digital service is go as our P A joins other classes of users in creating those new experiences at new Prophet points and new value propositions, >>it becomes a competitive. How you provide that service can become a big competitive sensation for financial institutions. For telcos, which is a service industry, right, you're providing that service and, like two meters point, then the user hits that switch. They expect the light to come on If I'm an end user, that consumer warning a service from my telco provider, all from my, um, financial institution. I expect that service to be instantaneous at the highest accuracy accuracy at which super wide is gonna start driving competitor, official for financial institutions of financial institution Telco two Telco and that So I C companies, differentiating and really surviving are thriving in the long term. >>It's no longer becoming something that's nice to have its jacks or better in business, too. >>That's right. And the demo of the live demo that we saw today was really impressive because it sure that what would have taken a few days to happen now happens in three minutes. Right? It is, which is, which is almost the time it takes to call an uber. You know, when interpreters begin to do work at a pace that what you call an uber that's that's that's the future. Yes, it's here. >>Yes, so do I mean the demo that we do the entire enter and demo to request additional storage and being able to provisional remediating issues that we see predict cost and make it available to the end user develop whoever it is is asking for it in minutes. Alright, which used to take days and days. No, no, no, not to mention sometimes in pixels. >>It's typically done faster at scale, with greater reliability. Greater greater security, Certainly greater predictability, et cetera. All right. Here. Shukla, CEO of automation Anywhere. Yeah. Kenny, our president off the dental Service is and operations management division at BMC. Thanks both of you for being on the Cube. >>Thank you. >>Thank you. >>Once again, I'm Peter Burress and I want to thank you for participating in this cube conversation from Santa Clara Marriott at B M sees helix immersion days until next time.

>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019 brought to you by IBM Wear and its ecosystem partners. >> Welcome back, I'm stew minimum like co host for this segment is Justin War, and this is the 10th year of the Cube here at VM World 2019 when the lobby of Mosconi North and happened. Welcome to the program first, a first time guest on the program. June Yang, who is the vice president of product management and engineering at VM. Where. Thank you so much for joining us. >> Thank you for having me. >> And welcoming back to the program is Marin Cabra, who's the vice president. Product marketing of Cloud at Delhi emcee for in Great to See You, thanks to All right, June so many different pieces talking about Cloud Way. Think back 10 years ago, you know, Pomerance was talking about it like it's the software mainframe. What we're talking because, you know, even back then, you know, Cloud isn't really it's not a destination or a place. You know, there is no cloud is just somebody else's computer. It's more of an operating model, so of course, the VM work cloud on various solutions. Of course. Sitting here with Del, I'm sure we'll be talking about the V. MacLeod, a deli emcee. But just give us over a little bit about you know, you're in a lot of customer meetings. You know what's resonating with your customers. What are they coming to you tow? Discuss when it comes to their overall cloud strategy? >> Yeah, I think for a lot of customers, they're really looking for both the hybrid cloud story as well as a multi call story. I mean, this is something that Pat spend quite a bit of time talking to you on the Mondays keynote. We see customers clearly. Many of them have very large existing footprints on premises and edges again as a growing segment off their infrastructure. It's also getting very significant, making very significant investment over there. And of course, the public cloud itself. So we see many customer really trying to straddle the combination off the private cloud, the public cloud and the edge side, and our strategy is really we want to have a consistent infrastructure that's running everywhere, so therefore we have a consistent operational model that enables the customer and their advance to be to do that. >> Yeah, In some ways, it reminds me back. You know, in the early days when I worked with VM where every group had some application they'd built and you know which server they bought, you know, you know, they would run VM. We're underneath that because it would help with the efficiency in there. So in some ways, is multi cloud similar to what we had in multi vendor back in the day, >> I mean, we think of, you know, you think about the first it oration. Of'em were right. We're really thinking about We're taking the hype, the hyper visor, and making all the hardware underneath that to be really invisible right you're using, You're dealing with a high. You're doing the hyper visor and really hide it a head virginity off. What's underneath that? And then we talk about our STD Sierra, which is really focusing software defined data center were virtualized not only compute, but also storage and network as well and really hide in the head Virginity for that. And so the third iteration flies really looking at the cloud as the next level off you know, different instructor comes from money again. We want to go to hide that and offer consistent operational model there. >> So from the customer perspective, back in the day when Vienna, where was new It was new and scary for a lot of customers. And we had we saw that with cloud as well. So 10 years ago, Cloud was evil and wrong, and we should never use it. Customers have moved on in both of those cases Have we have We reached the point now where cloud is just Yes, it's accepted and we're going to be doing it. Are we? Are we going to have another battle about whether hybrid or multi cloud or customers just moved past that and are now looking at? We know what we want to use this for, so we know that we need to choose it. We're not gonna be moving everything to the cloud, but we're not gonna be putting everything in V EMS either. We're going to choose what is the right solution for the for the different views. Guys, >> I think over the last court, a couple of years that has become sort of the defective standard people comfortable with the cloud people comfortable with on premises. They know that it's gonna be hybrid cloud world. It's gonna be a multi cloud world. >> So Varun, we talked about the VM War cloud on Delhi M C. We had a number of conversations back. Adelle Technologies World. You know, earlier this year when you look out in the general market place, they're like, Oh, I look at the family. Well, Della's the hardware Veum. Where's the software? There are a lot of announcements this week that we're the cross pollination of pieces, and a lot of those are software pieces from the Dell family that tie into what's happening on VCF and the like. So bring us the update. >> Mr Was, as June said, both Daddy M. C and V M were incredibly customer driven companies, right? So what we've been hearing from customers is one. They're really excited about being able to try out the Ember cloud and a GMC, so we're very, very happy to be working with the hammer to bring this to market first. So that's something that that our customers have been asking us for. But then, along with that, as customers start understanding the model of the fully manage data. So you know the fully manage infrastructure you can. The next question that customers have is okay. I can now focus on higher value added service is And one of the things that immediately comes up next is okay. What about my data out? We're protected, right? I'm gonna be running applications on this. And we've already spoken on this show many times before. Data is increasingly one off our organization's most valuable assets. It's a competitive differentiator. Bc news, Every day, if it falls in the wrong hands, what happens? Right? So what we've been doing now, in addition to the three amazing amount of work that we've been doing the June's team to bring this to market, they've also been working on the data protection side. So now the deli emcee data protection is now validated to be working on Williams of you, MacLeod and DMC as the data protection solution. So this means that customers can not only take advantage of the the integration that we have on the infrastructure earlier. You can also take advantage of just have the peace of mind that our industry leading data protection solutions Will will be there to help them manage the data and protect their data. >> So it sounds like it's something that you don't have to think about it as an afterthought, which is often the challenge with data protection. If you if you wait to think about it, it never happens. So this pretty much just comes. We know it's gonna work. Turn it on Day one. Just have it. Start with your data being protected and just have that baked into the way that you run your operations so that it no longer becomes spinning up a specific backup project. Because those things that they always expensive, there's no there's no perceived value to the business of doing this, whereas if it's just now part off, this is how you run your infrastructure. So this is how you stand up via MacLeod on Delhi emcee, and this is just how you should do business. >> You know, it's absolutely like that way. What would we find? That's really exciting. What the Hammer Claw Run DMC is. Customers are asking us to deliver the cloud model right to their data centers do their edge locations, so that's how they want to consume software solutions as well. So what's amazing about the solution is you're you're doing everything to the browser. So that's how you're gonna cause you Data protection becomes an ad on service that you want to add on that. And I'm sure over time we're gonna enter the capabilities as well. But it's really that's the key part here. The ease of consumption it Sorry, The ease of use and basically being able to consume things through the browser is a game changer for for infrastructure, on data in the data center on the edge. >> So June 1 of the things that definitely has caught our attention and one of the bigger announcements this week is Tom Zoo in the con to Mission Control. That's what they call it because from going to have multiple locations, we've been looking for my entire career in I t o. You know, we're gonna have some tool that's going to manage across these environments and made a VM wear cloud, you know, on Delhi emcee. But I probably of'em were cloud on some of the public clouds, and I you might also be doing some kubernetes. That's not even with the V a more pieces, so help paint a picture is kind of where we are today and where we're going when it comes to you know that management consumption and maybe even some of the finances in getting to that cloud operating model across all my environments. >> Yeah, tonsil Vincenzo is a kind of follow. Your name for a number of products was in that tons of mission control, of course, is one part of that. The way we view Content Zoo is that this is really a multi called platform. We understand that customers of developers in particular, wanted to use consume, consume carbon eighties cluster and the often they want to choose communities. Cluster based on different cloud for variety reasons, sometimes cause something's resiliency, sometimes just geographical availability. And then there needs the way to be able to see this in the consolidated fashion. And that's what tons of mission control does. And that's when I showcase yesterday the keynote to really show that you can now have a single pane glass to be able to see all of these clusters across multiple clouds and and then be able to, you know, do some troubleshooting and so forth making things much easier that, of course, buildup Holly policies on top of these clusters and then welcome propagated changes and making sure those in force. So those are some really, really, I think, really good operational capabilities that really simplifies the data. The operational cut, you know, kind of the task that operator has to do its part of the >> driver for this, that that enterprises who got this investment in v sphere. So they've spent 10 years of 10 more years investing in envy sphere. And then all of a sudden, you've got these cloud people who want to come and do things in a completely different way. So now, as a business, I either I have to make a choice of what do I invest a lot of money in both of these things? Do I move everything to one model? It sounds like you're actually trying to provide customers with away. That's a look. You've already made these investments and you don't have to throw them all away. You can still operate things here, but you can also have these cloud things without having to move everything off into a completely different operating model. Is that fairly >> accurate. So I think we're very customer driven by We want to deliver what customer wants to. It wants to be able to consume S o. You know, That's why you know, part of the reason we're so excited about a Project Pacific on top of the V sphere side is really customer has made a huge investment on the visa for platform. And we've got 500,000 customers out there and tons of customers does. He becomes their standard in the data center and that you now have a kubernetes coming in and containers coming in and we don't want a customer. Have to do a siloed platform for it. And by embedding communities directly into V's for yourself, we have now made V's fear The platform for containers and for VMC Sport was well, so that investment customer has made on the on the VCR side. Now kind of moves out to people to cover the communities and containers as well. And because our std see and our hybrid cloud story we're taking the same V sphere across to be a mark on the deli Emcee the Mark child on aws mbm were cloud, you know on edge and so forth. That means all this benefits that fracture. Pacific greens is now going everywhere. >> Having spoken to some clients about the experience of even managed community service is it's really, really painful for them. So being about having these of use of these fear, if you could bring that to group in a visa and have that is a manage service, I'm sure you'll make a lot of people very happy. >> That's that's why we're so excited about it. >> Do you want to click one level further on the product Pacific stuff? Because the thing that struck me at first it's like, Wait, you know, containers and communities That's gonna be the cloud and being, you know, feast fear. We want to modernize it. But you know, that's not what I want to put in the public cloud. But Product Pacific. Is this primarily a data center offering? If I'm doing via more cloud in a public cloud to expect to be leveraging the native public cloud and then tan to helps me manage across them? Is that how we think of them? Or am I not getting the full story? >> So I think a little bit about you think about. There's 111 track is you can do is all these fear based clouds, right? These fear based on premise the sphere based on dahlia MSI ve sphere based on top of you know, public cloud right, That's one track if you follow that track than Project Pacific essentially allows you to be able to run both kubernetes and virtual machines on a single platform. Now, if customers also wanted to be able to run a native cloud, then this is what kind of bring tons of mission control in, because that's a multi called story. So that was kind of what paddle trying explain at the keynote in terms of hybrid cloud versus the versus the multi cloud. >> Okay, so you don't actually have to make a choice of one way of saying things, the tyranny of the single glass of pain. I have to make choices and you can't have a lot of things. And if there's one thing enterprises, height is that that's dedicating themselves to just one way of doing things, they like to have choice. >> We want to give them choices. Well, >> s O. B. Having that ability to be able to make those choices and have it be an end decision instead of war. I think that's >> so one of the questions we've gotten from customers this week is you know, your partners he had VM wear have just made a lot of acquisitions. It's a lot of integration work that needs to get it done. Their bills got strong experience in these things. That sit on top of the stack gives a little bit of what we should see going forward on your planet. >> I mean, I think if there's anything that's that's apparent this week, is that being there and L Technologies are just getting started. I mean, even as a having having known a little bit about some of these announcements, it was just so exciting to see all that stuff come Rio. And we're very, very excited to continue to work with the, um, where to bring. You know, Tan Xue. The various components attends a more Cooper container stuff as well, as well as other other capabilities that we saw in you realize orchestrator and automation. We want to bring that to our customers in an integrated fashion so that it's easy for them to deploy just easy for them to use. And so I think what you're seeing here is just the start. >> That sounds fantastic. Yeah. So all of this investment that women there were saying from from the M wear and from Delhi and see like our customers going to see the payoff immediately, like tomorrow. Or we're going to have to wait. Another wait for some of these investments and integration is to pay off. How long are we going away? >> You think a lot of this is coming to fruition already? We announced availability. Of'em were called on Dahlia emcee at B M World. So it's ready for customer to purchase today, right? If a customer wanted Thio, you know much like what I demolition at the keynote. If a customer has a data center, they want to stood up wherever they need to be taken, literally place, order and be able to get that right. So that's the benefit they can have immediately. And of course, a lot of the longer term things have been talking about by layering additional capabilities. When Project Pacific comes into for a shin, this becomes available, you know, across the veer mark Wild and tell'em see products as well. I mean, these things will all kind of continuous snowballing as we go forward. But there's immediate benefit today and they'll be ongoing benefit as we go forward, making additional investment. >> Excellent. I don't have to wait forever. >> Yes, yes, it's about instant gratification. That's the trick. Now >> what? Wonder if you could speak to kind of changing application portfolio. His customers are modernizing, Going cloud native on that, what's the impact on your platforms and what are you seeing and hearing from customers? >> You know, uh, there is obviously a lot of interest in containers, and customers are either already trying it out or having some sort of applications that her back is there or they have or they're looking at it and saying, This seems really interesting. In some ways, it seems very, very similar to what What I saw from customers five years ago when people were saying, I'm gonna move everything to the public club and, you know, sometimes you hear a little bit of I'm gonna move everything to containers. I think what we will likely see over the next few years is a little bit of rationalization, just like we saw with public and private, is that it's both. I think we will continue to see sort of traditional applications and new applications live in more off of'em centric model. And I think there will be as their new applications being built or as I squeeze package of their applications to be more container friendly. We'll see some go that way. I you know, if anything, I've learned it is One thing I've learned in the I T industry in all these years is there really isn't a one size fits all solution. We get very excited about things, >> and we're like, Oh, >> everybody's going to do this But the reality is, things balanced themselves out and into June's point as a vendor. What we want to do is we want to give our customers choice. But we know that there's no one size fits all, and we want them to choose what's right for their business and help them achieved their goals. >> So, June last question I have for you. Congratulations on the keynote yesterday way Heard way. No, a lot of the inside work and, you know, heard like the guy that swim across the English Channel like that got added to the agenda, you know, like days beforehand flew way. Understand? What happened with demos and last minute gives a little bit is to kind of the making of the team that helped put that together. You know anything that you know, you were super excited. That actually made the final stage that you might not have thought would've gotten there, >> you know, we started out was we were very ambitious, right? And we put in 15 or 16 demos into it. And as we started putting things together, time was our biggest enemy, you know? You know our friend Joe, who is, you know, running the day to show he was telling me you are 30 seconds over on this particular done, though you are 45 seconds on the other day. You give yourself credit here. I'm trying to tell the story here. So, unfortunately, we actually had to cut some demos out just because he couldn't fit into the scope of time. We want to make sure the story really comes out and the customer really understood what we're trying to show. I mean, I'm just so excited as part of the, you know, me doing the key day to keynote. I actually learned about a bunch of products I wasn't that familiar with. And so I was like, Wow, I didn't even know were doing that. And so just to see the amount of capabilities that we're bringing to bear, it's pretty astonishing and it's it's exciting. >> June, I'll say It reminds me of other cloud shows where there's so much going on so much new products getting launched that no single person can keep up with that. But thank you, June and Vern for helping our audience learn a little bit more about the areas that you're doing with >> my pleasure. >> Thank you for having us. >> Justin Warren. I'm still Minuteman back with more coverage at VM World 2019. Thank you for watching the Cube