BOS16 Pavlo Baron VTT
>>from >>around the >>globe, it's the cube >>with digital coverage of >>IBM think 2021 >>brought to >>you by IBM >>everybody welcome back to the cubes, continuous coverage of IBM think 2021 the virtual edition, my name is Dave Volonte and we're gonna talk about observe ability front and center for devops and developers, things are really changing. We're going from monitoring and logs and metrics and just this mess and now we're bringing in a I and machine intelligence and with us is Pablo Baron, who is the Ceo of inst ana, which is an IBM company that IBM acquired november of 2020. Pablo great to see you. Thanks for joining us from Munich. >>Thanks for having me. Thanks a lot. >>You're very welcome. So you know, I always love to talk to founders and co founders and try to understand sort of why they started their companies and congratulations on the exit. That's awesome. After 55 I'm sure grinding but relatively short years. Why did you guys start in stana? And what were some of the trends that you saw in that you're seeing now in the observe ability space? >>Yeah, that's a very good question. So, um, the journey began ah, as we worked in the company called code centric, the majority of the founders and uh, we actually specialized in troubleshooting uh, well, real hard customer performance problems. We used all different kinds of A PM solutions for that. You know, we, we've built expertise like collectively maybe 300 years in the whole company. So we would go from one um, adventure into the other and see customers suffer and help them, you know, overcome this trouble. At some point we started seeing architectures coming up that were not well covered by the classic KPM sellers, like people went after this. Sudha, Sudha, Sudha virtualization all in containers, you know, just dropping random workloads into container running this maybe in cabinet as well. Not not actually not 56 ago, but years ago. But you get the point, we started with the heavy continues container ization and we've seen that a classic A PM solution that is heavily, you know, like machinery rented and and some of them you've encountered by the number of CPU etcetera etcetera. They were very well suited for this. Plus all of the workloads are so dynamic. They keep coming and going. You cannot really, you know, place your agent there that is not adopting to change continuously. We've seen this coming and we really, we've seen the trouble that we cannot really support the customers properly. So after looking around, we just said, hey, uh, I think it's time to just implement a new one. Right? So we started that adventure with the idea of a constant change, with the idea of everything is containers, with idea of everything goes towards glove needed. People just run random uh workloads of all different versions that are linked altogether than this. Whole microservices trend came up where people would just break down their monoliths and resilience of literally very small components that could be deployed independently. Everything keeps changing all the time. The classic solution cannot keep up with that. >>So let me pick it up from there if I can. So it's interesting. Your timing is quite amazing because as you mentioned, it really wasn't kubernetes when you started in the middle part of last decade. You know, containers have been around for a long time, but kubernetes weren't, it wasn't mainstream back then. So you had some foresight uh and and the market has just come right into your vision but but maybe talk a little bit about the way A. P. M. Used to work. It was, I started to talk about this. It was metrics, it was traces, it was logs, it was make your eyes bleed type of type of stuff. Um, and maybe you can talk about how you guys are different and how you're accommodating the rapid changes in the market today. >>Right? So well there is very, very many um cases this. So first of all we always have seen that the work that you should not be doing by hand. I mean we already said that you should not be doing this and you should be automating as much as possible. We see this everywhere in the industry that everything gets more and more automated. We want to animate through the whole continuous delivery cycle. Unfortunately monitoring was the space that probably never was automated before installing a came into place. So our idea was, hey, just just get rid of the unnecessary work because you keep people busy with stuff they should not be doing like manually watching dashboards, setting up agents with every single software change, like adopting configuration etcetera, etcetera, etcetera. All of these things can be done automatically, you know, to very, very, very large extent. And that's what we did. We did this from the beginning, everything we approached, we, we, we think twice about can we automate, you know, the maximum out of it And only if we see that it's, it's, you know, too much an effort, etcetera. We will, we will probably not do this, but otherwise we're not, we don't do the same thing. You know, you can compromise the other right? The other aspect is, so this is different to the classic A PM world that is typically very expert heavy. The expert comes into, you know, into the project and really starts configuring etcetera, etcetera etcetera. This is this is a totally different approach the other approaches continuous change and you know, adapting to the continuous change, container comes up, you need to know what this kind of workload, what kind of work load this thing is, how it is connected to all the others. And then at some point probably it's gonna it's gonna go through the change and get a new versions etcetera etcetera. You need to capture this whole life cycle without really changing your monitoring system. Plus, if you move your workloads from the classic Monolith, through microservices on to cuba needs, you kind of transitioning, you know, it's a journey and this journey, you want to keep your business abstractions as stable as possible. The term application is nothing that you should be reconfiguring. Once you figure out what is payment in your system. This is a stable abstraction. It doesn't matter if you deliver it on containers. Doesn't matter if this is just a huge JBM that owns the whole box alone. It simply doesn't matter. So we we decoupled everything infrastructure from everything logic and uh the foundation for this is what we call the dynamic ground. It technically is pretty much a data structure. Regular graph data structure with, you know, connections in multiple directions from different notes. But the point is that we actually decompose the whole, I teach geography. This is the term I like to use because there is, there is no other its infrastructure, its topology, it is on the other hand, just, you know, same sides of the same thing. When you have a limits process, it can be HIV m it's just at the same time, it can be approached with an application, it's the same thing and given different names and this different faces of this thing can be linked with everything else in a totally different way. So we're decomposing this from the beginning of the product which allows us to to have a very deep and hierarchical understanding of problems when it appears. So we can nail it not down to a metric. That probably doesn't make sense to any user but really name the cause by look in this J. V. M, the drop wizard metric exercise that is misbehaving. This indicates that this particular piece of technology is broken and here's how it's broken. So there's a built in explanation to a problem. So um the the classic eight pm as I said, it is a very expert heavy um, territory we try to automate the expert. We have this guy called stan this is your you know, kind of virtual devoPS engineer has a I in there. It has some artificial brain, it never sleeps, it observes all of the problems. It really is an amazing guy because nobody likes him because he always tells you what's broken. You don't need to invite them to the party and give them a raise just there and conserving your systems. >>I like stand, I like stand better than fred, no offense to fred but friends of the guy in the lab coat that I have to call every time to help me fix my problems and what you're describing is end to end visibility or observe ability in terms that norm either normal people can understand or certainly stand, can understand and can automate. And that kind of leads me to this notion of anti patterns um getting software, we think of anti patterns as you know you have software hairballs and software bloat, you've got stovepipe systems, your your data guy by background and so you will understand stovepiped data systems, there's organizational examples of of of anti patterns like micromanagement or over an analysis by paralysis. If you will, how do anti patterns fit into this world? Of observe ability? What do you see? >>Oh there's many, I could write a whole book actually about that. Um let me just list a few. So first of all it is valid for any kind of automation, what you can automate you should not be doing by hand, this is a very common entire pattern. People are just doing work by hand just because the lazy word, you know like repetitive work or there is no kind of foundation to automate that whatever the reason, this is clearly an anti pattern. What we, what we also see in the monitoring space are very interesting things like normally since the problems in the observe ability monitoring space is so hard, You normally send your best people watching grants who want them to contribute to the business value rather than waste the time observing charts that like 99 of them are normal. The other aspect, of course, is what we also have seen is the other side of the spectrum where people just send total mobilizes into the, into the problem of observe ability and let them learn on the subject. Which is also not a good thing because you cannot really I mean there are so many unknown unknowns for people who are not experts in the space. They will not catch the problem. You will go through pain, right? So it's not the learning project, that's not the research from a project. This is very essential to the operation of humor, business and humanity. And there's many examples like that, >>right? Yeah. So I want to end by just sort of connecting the dots so this makes a lot of sense. And if you think about, you know, Ivan Kushner said that IBM has got to win the architectural battle for hybrid cloud. And when I think of Hybrid cloud, I think of on prem connecting to public cloud, not only the IBM public cloud but other public clouds going across clouds going to the edge, bringing open shift and kubernetes to the edge and developing new supporting new workloads. So as I. T. Is like the university keeps expanding and it gets more and more and more complicated. So to your point humans are not going to be able to solve the classic performance problems in the classic way. Uh they're gonna need automation. So it really does fit well into iBMS hybrid cloud strategy, your, your thoughts and I'll give you the last word. >>Yeah, totally. I mean, I'm IBM generally is of course very far ahead in regards to research AI and all these things this death, sorry, those could be combined with an stand a very, very, you know, natively right. We we are prepared to automate using AI all of the well, I would want to claim that all of the monitoring observe ability problems. Of course, there is manual work in some, you know, in some cases you simply don't know what people want to observe. So you kind of need to give them names and that's where people come in. But this is more creative work. Like you don't want to do the stupid work with people. It doesn't, you know, there is no, it doesn't make any sense. And IBM of course, um requiring in stana gets, you know, the foundation for all of the things that used to be done by hand. Now, fully automated, combined within standard, combined with Watson, the ions, This is, this is huge. This is like a real great story, like the best research of the world eating. Uh, probably the best a PMC. >>That's great Pablo, really appreciate you taking us through Astana and the trends and observe ability and what's going on at IBM. And congratulations on your, your success and thanks for hanging with us with all the craziness going on at your abode. And uh really, it was a pleasure having you on. Thank you. >>Thanks a lot. >>All right, and thank you for watching everybody says Dave Volonte and our ongoing coverage of IBM, think 2021 you're watching the Cube? Yeah. Mhm
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and logs and metrics and just this mess and now we're bringing in a I and machine Thanks a lot. So you know, I always love to talk to founders and co founders and try to understand You cannot really, you know, place your agent there that So you had some foresight uh and and the market has just come right can we automate, you know, the maximum out of it And anti patterns um getting software, we think of anti patterns as you know you have software hairballs the lazy word, you know like repetitive work or there is no kind of foundation And if you think about, you know, Ivan Kushner said that IBM has got to win the architectural battle for hybrid cloud. Of course, there is manual work in some, you know, in some cases you simply don't know what people want And uh really, it was a pleasure having you on. All right, and thank you for watching everybody says Dave Volonte and our ongoing coverage of IBM,
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Sanjay Poonen, VMware | Dell Technologies World 2019
>> live from Las Vegas. It's the queue covering Dell Technologies. World twenty nineteen. Brought to you by Dell Technologies and its ecosystem partners. >> The one Welcome to the Special Cube Live coverage here in Las Vegas with Dell Technologies World 2019. I'm John Furrier with Dave Vellante breaking down day one of three days of wall the wall Coverage - 2 Cube sets. Uh, big news today and dropping here. Dell Technology World's series of announcements Cloud ability, unified work spaces and then multi cloud with, uh, watershed announced with Microsoft support for VMware with Azure are guests here theCUBE alumni that Seo, senior leader of'Em Where Sanjay *** and such a great to see you, >> John and Dave always a pleasure to be on your show. >> So before we get into the hard core news around Microsoft because you and Satya have a relationship, you also know Andy Jassy very well. You've been following the Clouds game in a big way, but also as a senior leader in the industry and leading BM where, um, the evolution of the end user computing kind of genre, that whole area is just completely transformed with mobility and cloud kind of coming together with data and all this new kinds of applications. The modern applications are different. It's changing the game on how end users, employees, normal people use computing because some announcement here on their What's your take on the ever changing role of cloud and user software? >> Yeah, John, I think that our vision , as you know, it was the first job I came to do at VMware almost six years ago, to run and use a computing. And the vision we had at that time was that you should be able to work at the speed of life, right? You and I happen to be on a plane at the same time yesterday coming here, we should be able to pick our amps up on our devices. You often have Internet now even up at thirty thousand feet. In the consumer world, you don't lug around your CDs, your music, your movies come to you. So the vision of any app on any device was what we articulated with the digital workspace We. had Apple and Google very well figured out. IOS later on Mac, Android, later on chrome . The Microsoft relationship in end use the computing was contentious because we overlapped. They had a product, PMS and in tune. But we always dreamed of a day. I tweeted out this morning that for five and a half years I competed with these guys. It was always my dream to partner with the With Microsoft. Um, you know, a wonderful person, whom I respect there, Brad Anderson. He's a friend, but we were like LeBron and Steph Curry. We were competing against each other. Today everything changed. We are now partners. Uh, Brad and I we're friends, we'll still be friends were actually partners now why? Because we want to bring the best of the digital workspace solution VMware brings workspace one to the best of what Microsoft brings in Microsoft 365 , active directory, E3 capabilities around E. M. S and into it and combined those together to help customers get the best for any device. Apple, Google and Microsoft that's a game changer. >> Tell about the impact of the real issue of Microsoft on this one point, because is there overlap is their gaps, as Joe Tucci used to say, You can't have any. There's no there's no overlap if you have overlapped. That's not a >> better to have overlapped and seems right. A gaps. >> So where's the gaps? Where this words the overlapping cloud. Next, in the end user world, >> there is a little bit of overlap. But the much bigger picture is the complementarity. We are, for example, not trying to be a directory in the Cloud That's azure active directory, which is the sequel to Active Directory. So if we have an identity access solution that connect to active directory, we're gonna compliment that we've done that already. With Octo. Why not do that? Also inactive Directory Boom that's clear. Ignored. You overlap. Look at the much bigger picture. There's a little bit of overlap between in tune and air Watch capabilities, but that's not the big picture. The big picture is combining workspace one with E. M s. to allow Office 365 customers to get conditional access. That's a game, so I think in any partnership you have to look past, I call it sort of these Berlin Wall moments. If the U. S and Soviet Union will fighting over like East Germany, vs West Germany, you wouldn't have had that Berlin wall moment. You have to look past the overlaps. Look at the much bigger picture and I find the way by which the customer wins. When the customer wins, both sides are happy. >> Tearing down the access wall, letting you get seamless. Access the data. All right, Cloud computing housely Multi cloud announcement was azure something to tell on stage, which was a surprise no one knew was coming. No one was briefed on this. It was kind of the hush hush, the big news Michael Delll, Pat Girl singer and it's nothing to tell up there. Um, Safia did a great job and really shows the commitment of Microsoft with the M wear and Dell Technologies. What is this announcement? First, give us your take an analysis of what they announced. And what does it mean? Impact the customers? >> Yeah, listen, you know, for us, it's a further That's what, like the chess pieces lining up of'Em wars vision that we laid up many years for a hybrid cloud world where it's not all public cloud, it isn't all on premise. It's a mixture. We coined that Tom hybrid loud, and we're beginning to see that realize So we had four thousand cloud providers starting to build a stack on VM, where we announced IBM Cloud and eight of us. And they're very special relationships. But customers, some customers of azure, some of the retailers, for example, like Wal Mart was quoted in the press, released Kroger's and some others so they would ask us, Listen, we're gonna have a way by which we can host BMO Workloads in there. So, through a partnership now with Virtue Stream that's owned by Dell on DH er, we will be able to allow we, um, where were close to run in Virtue Stream. Microsoft will sell that solution as what's called Azure V M, where solutions and customers now get the benefit of GMO workloads being able to migrate there if they want to. Or my great back on the on premise. We want to be the best cloud infrastructure for that multi cloud world. >> So you've got IBM eight of us Google last month, you know, knock down now Azure Ali Baba and trying you. Last November, you announced Ali Baba, but not a solution. Right >> now, it's a very similar solutions of easy solution. There's similar what's announced with IBM and Nash >> So is it like your kids where you loved them all equally or what? You just mentioned it that Microsoft will sell the VM wear on Azure. You actually sell the eight of us, >> so there is a distinction. So let me make that clear because everything on the surface might look similar. We have built a solution that is first and preferred for us. Called were MacLeod on a W s. It's a V m er manage solution where the Cloud Foundation stack compute storage networking runs on a ws bare metal, and V. Ember manages that our reps sell that often lead with that. And that's a solution that's, you know, we announced you were three years ago. It's a very special relationship. We have now customer attraction. We announce some big deals in queue, for that's going great, and we want it even grow faster and listen. Eight of us is number one in the market, but there are the customers who have azure and for customers, one azure very similar. You should think of this A similar to the IBM ah cloud relationship where the V C P. V Partners host VM where, and they sell a solution and we get a subscription revenue result out of that, that's exactly what Microsoft is doing. Our reps will get compensated when they sell at a particular customer, but it's not a solution that's managed by BM. Where >> am I correct? You've announced that I think a twenty million dollars deal last quarter via MacLeod and A W. And that's that's an entire deal. Or is that the video >> was Oh, that was an entirely with a customer who was making a big shift to the cloud. When I talked to that customer about the types of workloads, they said that they're going to move hundreds off their APs okay on premise onto via MacLeod. And it appears, so that's, you know, that's the type of cloud transformation were doing. And now with this announcement, there will be other customers. We gave an example of few that Well, then you're seeing certain verticals that are picking as yours. We want those two also be happy. Our goal is to be the undisputed cloud infrastructure for any cloud, any cloud, any AP any device. >> I want to get your thoughts. I was just in the analysts presentation with Dell technology CFO and looking at the numbers, the performance numbers on the revenue side Don Gabin gap our earnings as well as market share. Dell. That scales because Michael Delll, when we interviewed many years ago when it was all going down, hinted that look at this benefits that scale and not everyone's seeing the obvious that we now know what the Amazon scale winds so scale is a huge advantage. Um, bm Where has scale Amazon's got scale as your Microsoft have scales scales Now the new table stakes just as an industry executive and leader as you look at the mark landscape, it's a having have not world you'd have scale. You don't If you don't have scale, you're either ecosystem partner. You're in a white space. How do companies compete in this market? Sanjay, what's your thoughts on I thinkit's >> Jonah's? You said there is a benefit to scale Dell, now at about ninety billion in revenue, has gone public on their stock prices. Done where Dellvin, since the ideal thing, the leader >> and sir, is that point >> leader in storage leader inclined computing peces with Vienna and many other assets like pivotal leaders and others. So that scale VM, Where about a ten billion dollar company, fifth largest software company doing verywell leader in the softer to find infrastructure leader, then use a computing leader and softer, defined networking. I think you need the combination of scale and speed, uh, just scale on its own. You could become a dinosaur, right? And what's the fear that every big company should have that you become ossified? And I think what we've been able to show the world is that V M wear and L can move with scale and speed. It's like having the combination of an elephant and a cheetah and won and that to me special. And for companies like us that do have scaled, we've to constantly ask ourselves, How do we disrupt ourselves? How do we move faster? How do we partner together? How do we look past these blind spots? How do we pardon with big companies, small companies and the winner is the customer. That's the way we think. And we could keep doing that, you'll say so. For example, five, six years ago, nobody thought of VMware--this is going before Dell or EMC--in the world of networking, quietly with ten thousand customers, a two million dollar run rate, NSX has become the undisputed leader and software-defined networking. So now we've got a combination of server, storage and a networking story and Dell VMware, where that's very strong And that's because we moved with speed and with scale. >> So of course, that came to an acquisition with Nice Sarah. Give us updates on the recent acquisitions. Hep C e o of Vela Cloud. What's happening there? >> Yeah, we've done three. That, I think very exciting to kind of walk through them in chronological order about eighteen months ago was Velo Cloud. We're really excited about that. It's sort of like the name, velocity and cloud fast. Simple Cloud based. It is the best solution. Ston. How do we come to deciding that we went to talk to our partners like t other service providers? They were telling us this is the best solution in town. It connects to the data center story to the cloud story and allows our virtual cloud network to be the best softer. To find out what you can, you have your existing Mpls you might have your land infrastructure but there's nobody who does softer to find when, like Philip, they're excited about that cloud health. We're very excited about that because that brings a multi cloud management like, sort of think of it like an e r P system on top of a w eso azure to allow you to manage your costs and resource What ASAP do it allows you to manage? Resource is for materials world manufacturing world. In this world, you've got resources that are sitting on a ws or azure. Uh, cloud held does it better than anybody else. Hefty. Oh, now takes a Cuban eighty story that we'd already begun with pivotal and with Google is you remember at at PM world two years ago. And that's that because the founders of Cuban eighties left Google and started FTO. So we're bringing that DNA we've become now one of the top two three contributors to communities, and we want to continue to become the de facto platform for containers. If you go to some of the airports in San Francisco, New York, I think Keilani and Heathrow to you'LL see these ads that are called container where okay, where do you think the Ware comes from Vienna, where, OK, and our goal is to make containers as container where you know, come to you from the company that made vmc possible of'Em where So if we popularized PM's, why not also popularised the best enterprise contain a platform? That's what helped you will help us do >> talk about Coburn at ease for a minute because you have an interesting bridge between end user computing and their cloud. The service is micro. Services that are coming on are going to be powering all these APS with either data and or these dynamic services. Cooper, Nettie sees me the heart of that. We've been covering it like a blanket. Um, I'm gonna get your take on how important that is. Because back Nelson, you're setting the keynote at the Emerald last year. Who burn it eases the dial tone. Is Cooper Netease at odds with having a virtual machine or they complimentary? How does that evolving? Is it a hedge? What's the thoughts there? >> Yeah, First off, Listen, I think the world has begun to realize it is a world of containers and V ems. If you looked at the company that's done the most with containers. Google. They run their containers in V EMS in their cloud platform, so it's not one or the other. It's vote. There may be a world where some parts of containers run a bare metal, but the bulk of containers today run and Beyonce And then I would say, Secondly, you know, five. Six years ago, people all thought that Doctor was going to obliterate VM where, But what happened was doctors become a very good container format, but the orchestration layer from that has not become daugher. In fact, Cuban Eddie's is kind of taking a little of the head and steam off Dr Swarm and Dr Enterprise, and it is Cooper Navy took the steam completely away. So Senses Way waited for the right time to embrace containers because the obvious choice initially would have been some part of the doctor stack. We waited as Borg became communities. You know, the story of how that came on Google. We've embraced that big time, and we've stated a very important ball hefty on All these moves are all part of our goal to become the undisputed enterprise container platform, and we think in a multi cloud world that's ours to lose. Who else can do multi cloud better than VM? Where may be the only company that could have done that was Red Hat. Not so much now, inside IBM, I think we have the best chance of doing that relative. Anybody else >> Sanjay was talking about on our intro this morning? Keynote analysis. Talking about the stock price of Dell Technologies, comparing the stock price of'Em where clearly the analysis shows that the end was a big part of the Dell technologies value. How would you summarize what v m where is today? Because on the Kino there was a Bank of America customers. She said she was the CTO ran, she says, Never mind. How we got here is how we go floors the end wars in a similar situation where you've got so much success, you always fighting for that edge. But as you go forward as a company, there's all these new opportunities you outlined some of them. What should people know about the VM? We're going forward. What is the vision in your words? What if what is VM where >> I think packed myself and all of the key people among the twenty five thousand employees of'Em are trying to create the best infrastructure company of all time for twenty one years. Young. OK, and I think we have an opportunity to create an incredible brand. We just have to his use point on the begins show create platforms. The V's fear was a platform. Innocent is a platform workspace. One is a platform V san, and the hyper convert stack of weeks right becomes a platform that we keep doing. That Carbonetti stuff will become a platform. Then you get platforms upon platforms. One platforms you create that foundation. Stone now is released. ADelle. I think it's a better together message. You take VX rail. We should be together. The best option relative to smaller companies like Nutanix If you take, you know Veum Where together with workspace one and laptops now put Microsoft in the next. There's nobody else. They're small companies like Citrix Mobile. I'm trying to do it. We should be better than them in a multi cloud world. They maybe got the companies like Red Hat. We should have bet on them. That said, the end. Where needs toe also have a focus when customers don't have Dale infrastructure. Some people may have HP servers and emcee storage or Dell Silvers and netapp storage or neither. Dellery emcee in that case, usually via where, And that's the way we roll. We want to be relevant to a multi cloud, multi server, multi storage, any hardware, any cloud. Any AP any device >> I got. I gotta go back to the red hat. Calm in a couple of go. I could see you like this side of IBM, right? So So it looks like a two horse race here. I mean, you guys going hard after multi cloud coming at it from infrastructure, IBM coming at it with red hat from a pass layer. I mean, if I were IBM, I had learned from VM where leave it alone, Let it blossom. I mean, we have >> a very good partisan baby. Let me first say that IBM Global Services GTS is one about top sai partners. We do a ton of really good work with them. Uh, I'm software re partner number different areas. Yeah, we do compete with red hat with the part of their portfolios. Relate to contain us. Not with Lennox. Eighty percent plus of their businesses. Lennox, They've got parts of J Boss and Open Stack that I kind of, you know, not doing so well. But we do compete with open ship. That's okay, but we don't know when we can walk and chew gum so we can compete with Red Hat. And yet partner with IBM. That's okay. Way just need to be the best at doing containing platform is better than open shifter. Anybody, anything that red hat has were still partner with IBM. We have to be able to look at a world that's not black and white. And this partnership with Microsoft is a good example. >> It's not a zero sum game, and it's a huge market in its early days. Talk >> about what's up for you now. What's next? What's your main focus? What's your priorities? >> Listen, we're getting ready for VM World now. You know in August we want to continue to build momentum on make many of these solutions platforms. So I tell our sales reps, take the number of customers you have and add a zero behind that. OK, so if you've got ten thousand customers of NSX, how do we get one hundred thousand customers of insects. You have nineteen thousand customers of Visa, which, by the way, significantly head of Nutanix. How do we have make one hundred ninety thousand customers? And we have that base? Because we have V sphere and we have the Delll base. We have other partners. We have, I think, eighty thousand customers off and use of computing tens of millions of devices. How do we make sure that we are workspace? One is on billion. Device is very much possible. That's the vision. >> I think that I think what's resonating for me when I hear you guys, when you hear you talk when we have conversations also in Pat on stage talks about it, the simplification message is a good one and the consistency of operating across multiple environments because it sounds great that if you can achieve that, that's a good thing. How you guys get into how you making it simple to run I T. And consistent operating environment. It's all about keeping the customer in the middle of this. And when we listen to customs, all of these announcements the partnership's when there was eight of us, Microsoft, anything that we've done, it's about keeping the customer first, and the customer is basically guiding up out there. And often when I sit down with customers, I had the privilege of talking hundreds of thousands of them. Many of these CEOs the S and P five hundred I've known for years from S athe of'Em were they'LL Call me or text me. They want us to be a trusted advisor to help them understand where and how they should move in their digital transformation and compared their journey to somebody else's. So when we can bring the best off, for example, of developer and operations infrastructure together, what's called DEV Ops customers are wrestling threw that in there cloud journey when we can bring a multi device world with additional workspace. Customers are wrestling that without journey there, trying to figure out how much they keep on premise how much they move in the cloud. They're thinking about vertical specific applications. All of these places where if there's one lesson I've learned in my last ten twenty years of it has become a trusted advisor to your customers. Lean on them and they will lean on you on when you do that. I mean the beautiful world of technology is there's always stuff to innovate. >> Well, they have to lean on you because they can't mess around with all this infrastructure. They'LL never get their digital transformation game and act together, right? Actually, >>= it's great to see you. We'Ll see you at PM, >> Rollo. Well, well, come on, we gotta talk hoops. All right, All right, All right, big. You're a big warriors fan, right? We're Celtics fan. Would be our dream, for both of you are also Manny's themselves have a privileged to go up against the great Warriors. But what's your prediction this year? I mean, I don't know, and I >> really listen. I love the warriors. It's ah, so in some senses, a little bit of a tougher one. Now the DeMarcus cousins is out for, I don't know, maybe all the playoffs, but I love stuff. I love Katie. I love Clay, you know, and many of those guys is gonna be a couple of guys going free agents, so I want to do >> it again. Joy. Well, last because I don't see anybody stopping a Celtics may be a good final. That would be fun if they don't make it through the rafters, though. That's right. Well, I Leonard, it's tough to make it all right. That sounds great. >> Come on. Sanjay Putin, CEO of BM Wear Inside the Cube, Breaking down his commentary of you on the landscape of the industry and the big news with Microsoft there. Other partner's bringing you all the action here Day one of three days of coverage here in the Cubicle two sets a canon of cube coverage out there. We're back with more after this short break.
SUMMARY :
Brought to you by Dell Technologies The one Welcome to the Special Cube Live coverage here in Las Vegas with Dell Technologies World 2019. It's changing the game And the vision we had at that time was that you should be Tell about the impact of the real issue of Microsoft on this one point, because is there overlap is their gaps, better to have overlapped and seems right. Next, in the end user world, That's a game, so I think in any partnership you have to look Tearing down the access wall, letting you get seamless. But customers, some customers of azure, some of the retailers, for example, like Wal Mart was quoted in the press, Last November, you announced Ali Baba, but not a solution. There's similar what's announced with IBM and Nash You actually sell the eight of us, You should think of this A similar to the IBM ah cloud relationship where the V C P. Or is that the video We gave an example of few that Well, then you're seeing certain verticals that are picking not everyone's seeing the obvious that we now know what the Amazon scale winds so scale is a You said there is a benefit to scale Dell, now at about ninety billion in revenue, That's the way we think. So of course, that came to an acquisition with Nice Sarah. OK, and our goal is to make containers as container where you know, Services that are coming on are going to be powering all these APS with either data to become the undisputed enterprise container platform, and we think in a multi cloud world that's ours What is the vision in your words? OK, and I think we have an opportunity to create an incredible brand. I could see you like this side of IBM, Open Stack that I kind of, you know, not doing so well. It's not a zero sum game, and it's a huge market in its early days. about what's up for you now. take the number of customers you have and add a zero behind that. I think that I think what's resonating for me when I hear you guys, when you hear you talk when we have conversations Well, they have to lean on you because they can't mess around with all this infrastructure. We'Ll see you at PM, for both of you are also Manny's themselves have a privileged to go up against the great I love Clay, you know, and many of those guys is gonna be a couple of guys I Leonard, it's tough to make it all right. of you on the landscape of the industry and the big news with Microsoft there.
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Mike Evans, Red Hat | Google Cloud Next 2019
>> reply from San Francisco. It's the Cube covering Google Club next nineteen Tio by Google Cloud and its ecosystem partners. >> We're back at Google Cloud next twenty nineteen. You're watching the Cube, the leader in live tech coverage on Dave a lot with my co host to minimum John Farriers. Also here this day. Two of our coverage. Hash tag. Google Next nineteen. Mike Evans is here. He's the vice president of technical business development at Red Hat. Mike, good to see you. Thanks for coming back in the Cube. >> Right to be here. >> So, you know, we're talking hybrid cloud multi cloud. You guys have been on this open shift for half a decade. You know, there were a lot of deniers, and now it's a real tail one for you in the whole world is jumping on. That bandwagon is gonna make you feel good. >> Yeah. No, it's nice to see everybody echoing a similar message, which we believe is what the customers demand and interest is. So that's a great validation. >> So how does that tie into what's happening here? What's going on with the show? It's >> interesting. And let me take a step back for us because I've been working with Google on their cloud efforts for almost ten years now. And it started back when Google, when they were about to get in the cloud business, they had to decide where they're going to use caveat present as their hyper visor. And that was a time when we had just switched to made a big bet on K V M because of its alignment with the Lenox Colonel. But it was controversial and and we help them do that. And I look back on my email recently and that was two thousand nine. That was ten years ago, and that was that was early stages on DH then, since that time, you know, it's just, you know, cloud market is obviously boomed. I again I was sort of looking back ahead of this discussion and saying, you know, in two thousand six and two thousand seven is when we started working with Amazon with rail on their cloud and back when everyone thought there's no way of booksellers goingto make an impact in the world, etcetera. And as I just play sort of forward to today and looking at thirty thousand people here on DH you know what sort of evolved? Just fascinated by, you know, sort of that open sources now obviously fully mainstream. And there's no more doubters. And it's the engine for everything. >> Like maybe, you know, bring us inside. So you know KK Veum Thie underpinning we know well is, you know, core to the multi clouds tragedy Red hat. And there's a lot that you've built on top of it. Speak, speak a little bit of some of the engineering relationships going on joint customers that you have. Ah, and kind of the value of supposed to, you know, write Hatton. General is your agnostic toe where lives, but there's got to be special work that gets done in a lot of places. >> Ralph has a Google. Yeah, yeah, yeah. >> Through the years, >> we've really done a lot of work to make sure that relative foundation works really well on G C P. So that's been a that's been a really consistent effort and whether it's around optimization for performance security element so that that provides a nice base for anybody who wants to move any work loader application from on crime over there from another cloud. And that's been great. And then the other maid, You know, we've also worked with them. Obviously, the upstream community dynamics have been really productive between Red Hat and Google, and Google has been one of the most productive and positive contributors and participants and open source. And so we worked together on probably ten or fifteen different projects, and it's a constant interaction between our upstream developers where we share ideas. And do you agree with this kind of >> S O Obviously, Cooper Netease is a big one. You know, when you see the list, it's it's Google and Red Hat right there. Give us a couple of examples of some of the other ones. I >> mean again, it's K B M is also a foundation on one that people kind of forget about that these days. But it still is a very pervasive technology and continuing to gain ground. You know, there's all there's the native stuff. There's the studio stuff in the AML, which is a whole fascinating category in my mind as well. >> I like history of kind of a real student of industry history, and so I like that you talk to folks who have been there and try to get it right. But there was a sort of this gestation period from two thousand six to two thousand nine and cloud Yeah, well, like you said, it's a book seller. And then even in the down turn, a lot of CFO said, Hey, cap backstop ex boom! And then come out of the downturn. And it was shadow I t around that two thousand nine time frame. But it was like, you say, a hyper visor discussion, you know, we're going to put VM where in in In our cloud and homogeneity had a lot of a lot of traditional companies fumbling with their cloud strategies. And and And he had the big data craze. And obviously open source was a huge part of that. And then containers, which, of course, have been around since Lennox. Yeah, yeah, and I guess Doctor Boom started go crazy. And now it's like this curve is reshaping with a I and sort of a new era of data thoughts on sort of the accuracy of that little historical narrative and and why that big uptick with containers? >> Well, a couple of things there won the data, the whole data evolution and this is a fascinating one. For many, many years. I'm gonna be there right after nineteen years. So I've seen a lot of the elements of that history and one of the constant questions we would always get sometimes from investor. Why don't you guys buy a database company? You know, years ago and we would, you know, we didn't always look at it. Or why aren't you guys doing a dupe distribution When that became more spark, etcetera. And we always looked at it and said, You know, we're a platform company and if we were to pick anyone database, it would only cover some percentage and there's so many, and then it just kind of upsets the other. So we've we've decided we're going to focus, not on the data layer. We're going to focus on the infrastructure and the application layer and work down from it and support the things underneath. So it's consistent now with the AML explosion, which, you know, we're who was a pioneer of AML. They've got some of the best services and then we've been doing a lot of work within video in the last two years to make sure that all the GP use wherever they're run. Hybrid private cloud on multiple clouds that those air enabled and Raylan enabled in open shift. Because what we see happening and in video does also is right now all the applications being developed by free mlr are written by extremely technical people. When you write to tense airflow and things like that, you kind of got to be able to write a C compiler level, but so were working with them to bring open shift to become the sort of more mass mainstream tool to develop. A I aml enable app because the value of having rail underneath open shift and is every piece of hardware in the world is supported right for when that every cloud And then when we had that GPU enablement open shift and middleware and our storage, everything inherits it. So that's the That's the most valuable to me. That's the most valuable piece of ah, real estate that we own in the industry is actually Ralph and then everything build upon that and >> its interest. What you said about the database, Of course, we're a long discussion about that this morning. You're right, though. Mike, you either have to be, like, really good at one thing, like a data stacks or Cassandra or a mongo. And there's a zillion others that I'm not mentioning or you got to do everything you know, like the cloud guys were doing out there. You know, every one of them's an operational, you know, uh, analytics already of s no sequel. I mean, one of each, you know, and then you have to partner with them. So I would imagine you looked at that as well. I said, How're we going to do all that >> right? And there's only, you know, there's so many competitive dynamics coming at us and, you know, for we've always been in the mode where we've been the little guy battling against the big guys, whoever, maybe whether it was or, you know, son, IBM and HP. Unix is in the early days. Oracle was our friend for a while. Then they became. Then they became a nen ime, you know, are not enemy but a competitor on the Lennox side. And the Amazon was early friend, and then, though they did their own limits. So there's a competitive, so that's that's normal operating model for us to us to have this, you know, big competitive dynamic with a partnering >> dynamic. You gotta win it in the marketplace that the customers say. Come on, guys. >> Right. We'Ll figure it out >> together, Figured out we talked earlier about hybrid cloud. We talked about multi cloud and some people those of the same thing. But I think they actually you know, different. Yeah, hybrid. You think of, you know, on prim and public and and hopefully some kind of level of integration and common data. Plain and control plan and multi cloud is sort of evolved from multi vendor. How do you guys look at it? Is multi cloud a strategy? How do you look at hybrid? >> Yeah, I mean, it's it's it's a simple It's simple in my mind, but I know the words. The terms get used by a lot of different people in different ways. You know, hybrid Cloud to me is just is just that straightforward. Being able to run something on premise have been able to run something in any in a public cloud and have it be somewhat consistent or share a bowl or movable and then multi cloud has been able to do that same thing with with multiple public clouds. And then there's a third variation on that is, you know, wanting to do an application that runs in both and shares information, which I think the world's you know, You saw that in the Google Antos announcement, where they're talking about their service running on the other two major public cloud. That's the first of any sizable company. I think that's going to be the norm because it's become more normal wherever the infrastructure is that a customer's using. If Google has a great service, they want to be able to tell the user toe, run it on their data there at there of choice. So, >> yeah, so, like you brought up Antos and at the core, it's it's g k. So it's the community's we've been talking about and, he said, worked with eight of us work for danger. But it's geeky on top of those public clouds. Maybe give us a little bit of, you know, compare contrast of that open shift. Does open ship lives in all of these environments, too, But they're not fully compatible. And how does that work? So are >> you and those which was announced yesterday. Two high level comments. I guess one is as we talked about the beginning. It's a validation of what our message has been. Its hybrid cloud is a value multi clouds of values. That's a productive element of that to help promote that vision And that concept also macro. We talked about all of it. It it puts us in a competitive environment more with Google than it was yesterday or two days ago. But again, that's that's our normal world way partnered with IBM and HP and competed against them on unit. We partner with that was partnered with Microsoft and compete with them, So that's normal. That said, you know, we believe are with open shift, having five plus years in market and over a thousand customers and very wide deployments and already been running in Google, Amazon and Microsoft Cloud already already there and solid and people doing really things with that. Plus being from a position of an independent software vendor, we think is a more valuable position for multi cloud than a single cloud vendor. So that's, you know, we welcome to the party in the sense, you know, going on prom, I say, Welcome to the jungle For all these public called companies going on from its, you know, it's It's a lot of complexity when you have to deal with, You know, American Express is Infrastructure, Bank of Hong Kong's infrastructure, Ford Motors infrastructure and it's a it's a >> right right here. You know Google before only had to run on Google servers in Google Data Center. Everything's very clean environment, one temperature on >> DH Enterprise customers have it a little different demands in terms of version ality and when the upgrade and and how long they let things like there's a lot of differences. >> But actually, there was one of the things Cory Quinn will. It was doing some analysis with us on there. And Google, for the most part, is if we decide to pull something, you've got kind of a one year window to do, you know? How does Red Hot look at that? >> I mean, and >> I explained, My >> guess is they'LL evolve over time as they get deeper in it. Or maybe they won't. Maybe they have a model where they think they will gain enough share and theirs. But I mean, we were built on on enterprise DNA on DH. We've evolved to cloud and hybrid multi cloud, DNA way love again like we love when people say I'm going to the cloud because when they say they're going to the cloud, it means they're doing new APs or they're modifying old apse. And we have a great shot of landing that business when they say we're doing something new >> Well, right, right. Even whether it's on Prem or in the public cloud, right? They're saying when they say we'LL go to the club, they talk about the cloud experience, right? And that's really what your strategy is to bring that cloud experience to wherever your data lives. Exactly. So talking about that multi cloud or a Romney cloud when we sort of look at the horses on the track and you say Okay, you got a V M. We're going after that. You've got you know, IBM and Red Hat going after that Now, Google sort of huge cloud provider, you know, doing that wherever you look. There's red hat now. Course I know you can't talk much about the IBM, you know, certainly integration, but IBM Executive once said to me still that we're like a recovering alcoholic. We learned our lesson from mainframe. We are open. We're committed to open, so we'LL see. But Red hat is everywhere, and your strategy presumably has to stay that sort of open new tia going last year >> I give to a couple examples of long ago. I mean, probably five. Six years ago when the college stuff was still more early. I had a to seo conference calls in one day, and one was with a big graphics, you know, Hollywood Graphics company, the CEO. After we explained all of our cloud stuff, you know, we had nine people on the call explaining all our cloud, and the guy said, Okay, because let me just tell you, right, that guy, something the biggest value bring to me is having relish my single point of sanity that I can move this stuff wherever I want. I just attach all my applications. I attached third party APS and everything, and then I could move it wherever we want. So realize that you're big, and I still think that's true. And then there was another large gaming company who was trying to decide to move forty thousand observers, from from their own cloud to a public cloud and how they were going to do it. And they had. They had to Do you know, the head of servers, a head of security, the head of databases, the head of network in the head of nine different functions there. And they're all in disagreement at the end. And the CEO said at the end of day, said, Mike, I've got like, a headache. I need some vodka and Tylenol now. So give me one simple piece of advice. How do I navigate this? I said, if you just write every app Terrell, Andrzej, boss. And this was before open shift. No matter >> where you want >> to run him, Raylan J. Boss will be there, and he said, Excellent advice. That's what we're doing. So there's something really beautiful about the simplicity of that that a lot of people overlooked, with all the hand waving of uber Netease and containers and fifty versions of Cooper Netease certified and you know, etcetera. It's it's ah, it's so I think there's something really beautiful about that. We see a lot of value in that single point of sanity and allowing people flexibility at you know, it's a pretty low cost to use. Relish your foundation >> over. Source. Hybrid Cloud Multi Cloud Omni Cloud All tail wins for Red Hat Mike will give you the final world where bumper sticker on Google Cloud next or any other final thoughts. >> To me, it's It's great to see thirty thousand people at this event. It's great to see Google getting more and more invested in the cloud and more and more invested in the enterprise about. I think they've had great success in a lot of non enterprise accounts, probably more so than the other clowns. And now they're coming this way. They've got great technology. We've our engineers love working with their engineers, and now we've got a more competitive dynamic. And like I said, welcome to the jungle. >> We got Red Hat Summit coming up stew. Writerly May is >> absolutely back in Beantown data. >> It's nice. Okay, I'll be in London there, >> right at Summit in Boston And May >> could deal. Mike, Thanks very much for coming. Thank you. It's great to see you. >> Good to see you. >> All right, everybody keep right there. Stew and I would back John Furry is also in the house watching the cube Google Cloud next twenty nineteen we'LL be right back
SUMMARY :
It's the Cube covering Thanks for coming back in the Cube. So, you know, we're talking hybrid cloud multi cloud. So that's a great validation. you know, it's just, you know, cloud market is obviously boomed. Ah, and kind of the value of supposed to, you know, Yeah, yeah, yeah. And do you agree with this kind of You know, when you see the list, it's it's Google and Red Hat right there. There's the studio stuff in the AML, But it was like, you say, a hyper visor discussion, you know, we're going to put VM where in You know, years ago and we would, you know, we didn't always look at it. I mean, one of each, you know, and then you have to partner with them. And there's only, you know, there's so many competitive dynamics coming at us and, You gotta win it in the marketplace that the customers say. We'Ll figure it out But I think they actually you know, different. which I think the world's you know, You saw that in the Google Antos announcement, where they're you know, compare contrast of that open shift. you know, we welcome to the party in the sense, you know, going on prom, I say, Welcome to the jungle For You know Google before only had to run on Google servers in Google Data Center. and how long they let things like there's a lot of differences. And Google, for the most part, is if we decide to pull something, And we have a great shot of landing that business when they say we're doing something new talk much about the IBM, you know, certainly integration, but IBM Executive one day, and one was with a big graphics, you know, at you know, it's a pretty low cost to use. final world where bumper sticker on Google Cloud next or any other final thoughts. And now they're coming this way. Writerly May is It's nice. It's great to see you. Stew and I would back John Furry is also in the house watching the cube Google Cloud
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