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Krista Satterthwaite | International Women's Day


 

(upbeat music) >> Hello, welcome to the Cube's coverage of International Women's Day 2023. I'm John Furrier, host of the CUBE series of profiles around leaders in the tech industry sharing their stories, advice, best practices, what they're doing in their jobs their vision of the future, and more importantly, passing it on and encouraging more and more networking and telling the stories that matter. Our next guest is a great executive leader talking about how to lead in challenging times. Krista Satterthwaite, who is Senior Vice President and GM of Mainstream Compute. Krista great to see you're Cube alumni. We've had you on before talking about compute power. And by the way, congratulations on your BPT and Black Professional Tech Network 2023 Black Tech Exec of the Year Award. >> Thank you very much. Appreciate it. And thanks for having me. >> I knew I liked you the first time we were doing interviews together. You were so smart and so on top of it. Thanks for coming on. >> No problem. >> All kidding aside, let's get into it. You know, one of the things that's coming out on these interviews is leadership is being showcased and there's a network effect happening in the industry and you're starting to see people look and hear stories that they may or may not have heard before or news stories are coming out. So, one of the things that's interesting is that also in the backdrop of post pandemic, there's been a turn in the industry a little bit, there's a little bit of headwind in certain areas, some tailwinds in cloud and other areas. Compute, your area is doing very well. It could be challenging. And as a leader, has the conversation changed? And where are you at right now in the network of folks you're working with? What's the mood? >> Yeah, so actually I, things are much better. Obviously we had a chip shortage last year. Things are much, much better. But I learned a lot when it came to going through challenging times and leadership. And I think when we talk to customers, a lot of 'em are in challenging situations. Sometimes it's budget, sometimes it's attracting and retaining talent and sometimes it's just demands because, it's really exciting that technology is behind everything. But that means the demands on IT are bigger than ever before. So what I find when it comes to challenging times is that there's really three qualities that are game changers when it comes to leading and challenging times. And the first one is positivity. People have to feel like there's a light at the end of the tunnel to make sure that, their attitudes stay up, that they stay working really really hard and they look to the leader for that. The second one is communication. And I read somewhere that communication is leadership. And we had a great example from our CEO Antonio Neri when the pandemic hit and everything shut down. He had an all employee meeting every week for a month and we have tens of thousands of employees. And then even after that month, we had 'em very regularly. But he wanted to make sure that everybody heard from, him his thoughts had all the updates, knew how their peers were doing, how we were helping customers. And I really learned a lot from that in terms of communicating and communicating more during tough times. And then I would say the third one is making sure that they are informed and they feel empowered. So I would say a leader who is able to do that really, really stands out in a challenging time. >> So how do you get yourself together? Obviously you the chip shortage everyone knows in the industry and for the folks not in the tech industry, it was an economic potential disaster, because you don't get the chips you need. You guys make servers and technology, chips power everything. If you miss a shipment, it could cause a lot of backlash. So Cisco had an earnings impact. It has impact to the business. When do you have that code red moment where it's like, okay, we have to kind of put the pause and go into emergency mode. And how do you handle that? >> Well, you know, it is funny 'cause when it, when we have challenges, I come to learn that people can look at challenges and hard work as a burden or a mission and they behave totally different. If they see it as a burden, then they're doing the bare minimum and they're pointing fingers and they're complaining and they're probably not getting a whole lot done. If they see it as a mission, then all of a sudden they're going above and beyond. They're working really hard, they're really partnering. And if it affects customers for HPE, obviously we, HPE is a very customer centric company, so everyone pays attention and tries to pitch in. But when it comes to a mission, I started thinking, what are the real ingredients for a mission? And I think it's important. I think it's, people feel like they can make an impact. And then I think the third one is that the goal is clear, even if the path isn't, 'cause you may have to pivot a lot if it's a challenge. And so when it came to the chip shortage, it was a mission. We wanted to make sure that we could ship to customers as quickly as possible. And it was a mission. Everybody pulled together. I learned how much our team could pull off and pull together through that challenge. >> And the consequences can be quantified in economics. So it's like the burn the boats example, you got to burn the boats, you're stuck. You got to figure out a solution. How does that change the demands on people? Because this is, okay, there's a mission it they're not, it's not normal. What are some of those new demands that arise during those times and how do you manage that? How do you be a leader? >> Yeah, so it's funny, I was reading this statement from James White who used to be the CEO of Jamba Juice. And he was talking about how he got that job. He said, "I think it was one thing I said that really convinced them that I was the right person." And what he said was something like, "I will get more out of people than nine out of 10 leaders on the planet." He said, "Because I will look at their strengths and their capabilities and I will play to their passions." and their capabilities and I will play their passions. and getting the most out people in difficult times, it is all about how much you can get out of people for their own sake and for the company's sake. >> That's great feedback. And to people watching who are early in their careers, leading is getting the best out of your team, attitude. Some of the things you mentioned. What advice would you give folks that are starting to get into the workforce, that are starting to get into that leadership track or might have a trajectory or even might have an innate ability that they know they have and they want to pursue that dream? >> Yeah so. >> What advice would you give them? >> Yeah, what I would say, I say this all the time that, for the first half of my career I was very job conscious, but I wasn't very career conscious. So I'd get in a role and I'd stay in that role for long periods of time and I'd do a good job, but I wasn't really very career conscious. And what I would say is, everybody says how important risk taking is. Well, risk taking can be a little bit of a scary word, right? Or term. And the way I see it is give it a shot and see what happens. You're interested in something, give it a shot and see what happens. It's kind of a less intimidating way of looking at risk because even though I was job conscious, and not career conscious, one thing I did when people asked me to take something on, hey Krista, would you like to take on more responsibility here? The answer was always yes, yes, yes, yes. So I said yes because I said, hey I'll give it a shot and see what happens. And that helped me tremendously because I felt like I am giving it a try. And the more you do that, the the better it is. >> It's great. >> And actually the the less scary it is because you do that, a few times and it goes well. It's like a muscle that builds. >> It's funny, a woman executive was on the program. I said, the word balance comes up a lot. And she stopped and said, "Let's just talk about balance for a second." And then she went contrarian and said, "It's about not being unbalanced. It's about being, taking a chance and being a little bit off balance to put yourself outside your comfort zone to try new things." And then she also came up and followed and said, "If you do that alone, you increase your risk. But if you do it with people, a team that you trust and you're authentic and you're vulnerable and you're communicating, that is the chemistry." And that was a really good point. What's your reaction? 'Cause you were talking about authentic conversations good communications with Antonio. How does someone get, feel, find that team and do you agree with it? And what was your, how would you react to that? >> Yes, I agree with that. And when it comes to being authentic, that's the magic and when someone isn't, if someone's not really being themselves, it's really funny because you can feel it, you can sense it. There's kind of a wall between you and them. And over time people won't be able to put their finger on it, but they'll feel a distance from you. But when you're authentic and you share who you are, what you find is you find things in common with other people. 'Cause you're sharing more of who you are and it's like, oh, I do that too. Oh, I'm interested in that too. And build the bonds between people and the authenticity. And that's what people crave. They want people to be authentic and people can tell when you're authentic and when you're not. >> Is managing and leading through a crisis a born talent or can you learn it? >> Oh, definitely learned. I think that we're born knowing nothing and I once read people are nurtured into greatness and I think that's true. So yeah, definitely learned. >> What are some examples that can come out of a tough time as folks may look at a crisis and be shy away from it? How do they lean into it? What advice would you give folks? How do you handle it? I mean, everyone's got different personality. Okay, they get to a position but stepping through that door. >> Yeah, well, I do this presentation called, "10 things I Wish I Knew Earlier in my Career." And one of those things is about the growth mindset and the growth mindset. There's a book called "Mindset" by Carol Dweck and the growth mindset is all about learning and not always having to know everything, but really the winning is in the learning. And so if you have a growth mindset it makes you feel better about everything because you can't lose. You're winning because you're learning. So when I've learned that, I started looking at things much differently. And when it comes to going through tough times, what I find is you're exercising muscles that you didn't even know you had, which makes you stronger when the crisis is over, obviously. And I also feel like you become a lot a much more creative when you're in challenging times. You're forced to do things that you hadn't had to do before. And it also bonds the team. It's almost like going through bootcamp together. When you go through a challenge together it bonds you for life. >> I mean, you could have bonding, could be trauma bonding or success bonding. People love to be on the success side because that's positive and that's really the key mindset. You're always winning if you have that attitude. And learnings is also positive. So it's not, it's never a failure unless you make it. >> That's right, exactly. As long as you learn from it. And that's the name of the game. So, learning is the goal. >> So I have to ask you, on your job now, you have a really big responsibility HPE compute and big division. What's the current mindset that you have right now in your career, where you're at? What are some of the things on your mind that you think about? We had other, other seniors leaders say, hey, you know I got the software as my brain and the hardware's my body. I like to keep software and hardware working together. What is your current state of your career and how you looking at it, what's next and what's going on in your mind right now? >> Yeah, so for me, I really want to make sure that for my team we're nurturing the next generation of leadership and that we're helping with career development and career growth. And people feel like they can grow their careers here. Luckily at HPE, we have a lot of people stay at HPE a long time, and even people who leave HPE a lot of times they come back because the culture's fantastic. So I just want to make sure I'm contributing to that culture and I'm bringing up the next generation of leaders. >> What's next for you? What are you looking at from a career personal standpoint? >> You know, it's funny, I, I love what I'm doing right now. I'm actually on a joint venture board with H3C, which is HPE Joint Venture Company. And so I'm really enjoying that and exploring more board service opportunities. >> You have a focus of good growth mindset, challenging through, managing through tough times. How do you stay focused on that North star? How do you keep the reinforcement of the mission? How do you nurture the team to greatness? >> Yeah, so I think it's a lot of clarity, providing a lot of clarity about what's important right now. And it goes back to some of the communication that I mentioned earlier, making sure that everybody knows where the North Star is, so everybody's focused on the same thing, because I feel like with the, I always felt like throughout my career I was set up for success if I had the right information, the right guidance and the right goals. And I try to make sure that I do that with my team. >> What are some of the things that you could share as we wrap up here for the folks watching, as the networks increase, as the stories start to unfold more and more on digital like we're doing here, what do you hope people walk away with? What's working, what needs work, and what is some things that people aren't talking about that should be discussed publicly? >> Do you mean from a career standpoint or? >> For career? For growing into tech and into leadership positions. >> Okay. >> Big migration tech is now a wide field. I mean, when I grew up, broke into the eighties, it was computer science, software engineering, and three degrees in engineering, right? >> I see huge swath of AI coming. So many technical careers. There's a lot more women. >> Yeah. And that's what's so exciting about being in a technical career, technical company, is that everything's always changing. There's always opportunity to learn something new. And frankly, you know, every company is in the business of technology right now, because they want to closer to their customers. Typically, they're using technology to do that. Everyone's digitally transforming. And so what I would say is that there's so much opportunity, keep your mind open, explore what interests you and keep learning because it's changing all the time. >> You know I was talking with Sue, former HP, she's on a lot of boards. The balance at the board level still needs a lot of work and the leaderships are getting better, but the board at the seats at the table needs work. Where do you see that transition for you in the future? Is that something on your mind? Maybe a board seat? You mentioned you're on a board with HPE, but maybe sitting on some other boards? Any, any? >> Yes, actually, actually, we actually have a program here at HPE called the Board Ready Now program that I'm a part of. And so HPE is very supportive of me exploring an independent board seat. And so they have some education and programming around that. And I know Sue well, she's awesome. And so yes, I'm looking into those opportunities right now. >> She advises do one no more than two. The day job. >> Yeah, I would only be doing one current job that I have. >> Well, kris, it was great to chat with you about these topics and leadership and challenging times. Great masterclass, great advice. As SVP and GM of mainstream compute for HPE, what's going on in your job these days? What's the most exciting thing happening? Share some of your work situations. >> Sure, so the most exciting thing happening right now is HPE Gen 11, which we just announced and started shipping, brings tremendous performance benefit, has an intuitive operating experience, a trusted security by design, and it's optimized to run workloads so much faster. So if anybody is interested, they should go check it out on hpe.com. >> And of course the CUBE will be at HPE Discover. We'll see you there. Any final wisdom you'd like to share as we wrap up the last minute here? >> Yeah, so I think the last thing I'll say is that when it comes to setting your sights, I think, expecting it, good things to happen usually happens when you believe you deserve it. So what happens is you believe you deserve it, then you expect it and you get it. And so sometimes that's about making sure you raise your thermostat to expect more. And I always talk about you don't have to raise it all up at once. You could do that incrementally and other people can set your thermostat too when they say, hey, you should be, you should get a level this high or that high, but raise your thermostat because what you expect is what you get. >> Krista, thank you so much for contributing to this program. We're going to do it quarterly. We're going to do getting more stories out there, so we'll have you back and if you know anyone with good stories, send them our way. And congratulations on your BPTN Tech Executive of the Year award for 2023. Congratulations, great prize there and great recognition for your hard work. >> Thank you so much, John, I appreciate it. >> Okay, this is the Cube's coverage of National Woodman's Day. I'm John Furrier, stories from the front lines, management ranks, developers, all there, global coverage of international events with theCUBE. Thanks for watching. (soft music)

Published Date : Mar 3 2023

SUMMARY :

And by the way, Thank you very much. I knew I liked you And where are you at right now And the first one is positivity. And how do you handle that? that the goal is clear, And the consequences can and for the company's sake. Some of the things you mentioned. And the more you do that, And actually the the less scary it is find that team and do you agree with it? and you share who you are, and I once read What advice would you give folks? And I also feel like you become a lot I mean, you could have And that's the name of the game. that you have right now of leadership and that we're helping And so I'm really enjoying that How do you nurture the team to greatness? of the communication For growing into tech and broke into the eighties, I see huge swath of AI coming. And frankly, you know, every company is Where do you see that transition And so they have some education She advises do one no more than two. one current job that I have. great to chat with you Sure, so the most exciting And of course the CUBE So what happens is you and if you know anyone with Thank you so much, from the front lines,

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Phil Kippen, Snowflake, Dave Whittington, AT&T & Roddy Tranum, AT&T | | MWC Barcelona 2023


 

(gentle music) >> Narrator: "TheCUBE's" live coverage is made possible by funding from Dell Technologies, creating technologies that drive human progress. (upbeat music) >> Hello everybody, welcome back to day four of "theCUBE's" coverage of MWC '23. We're here live at the Fira in Barcelona. Wall-to-wall coverage, John Furrier is in our Palo Alto studio, banging out all the news. Really, the whole week we've been talking about the disaggregation of the telco network, the new opportunities in telco. We're really excited to have AT&T and Snowflake here. Dave Whittington is the AVP, at the Chief Data Office at AT&T. Roddy Tranum is the Assistant Vice President, for Channel Performance Data and Tools at AT&T. And Phil Kippen, the Global Head Of Industry-Telecom at Snowflake, Snowflake's new telecom business. Snowflake just announced earnings last night. Typical Scarpelli, they beat earnings, very conservative guidance, stocks down today, but we like Snowflake long term, they're on that path to 10 billion. Guys, welcome to "theCUBE." Thanks so much >> Phil: Thank you. >> for coming on. >> Dave and Roddy: Thanks Dave. >> Dave, let's start with you. The data culture inside of telco, We've had this, we've been talking all week about this monolithic system. Super reliable. You guys did a great job during the pandemic. Everything shifting to landlines. We didn't even notice, you guys didn't miss a beat. Saved us. But the data culture's changing inside telco. Explain that. >> Well, absolutely. So, first of all IoT and edge processing is bringing forth new and exciting opportunities all the time. So, we're bridging the world between a lot of the OSS stuff that we can do with edge processing. But bringing that back, and now we're talking about working, and I would say traditionally, we talk data warehouse. Data warehouse and big data are now becoming a single mesh, all right? And the use cases and the way you can use those, especially I'm taking that edge data and bringing it back over, now I'm running AI and ML models on it, and I'm pushing back to the edge, and I'm combining that with my relational data. So that mesh there is making all the difference. We're getting new use cases that we can do with that. And it's just, and the volume of data is immense. >> Now, I love ChatGPT, but I'm hoping your data models are more accurate than ChatGPT. I never know. Sometimes it's really good, sometimes it's really bad. But enterprise, you got to be clean with your AI, don't you? >> Not only you have to be clean, you have to monitor it for bias and be ethical about it. We're really good about that. First of all with AT&T, our brand is Platinum. We take care of that. So, we may not be as cutting-edge risk takers as others, but when we go to market with an AI or an ML or a product, it's solid. >> Well hey, as telcos go, you guys are leaning into the Cloud. So I mean, that's a good starting point. Roddy, explain your role. You got an interesting title, Channel Performance Data and Tools, what's that all about? >> So literally anything with our consumer, retail, concenters' channels, all of our channels, from a data perspective and metrics perspective, what it takes to run reps, agents, all the way to leadership levels, scorecards, how you rank in the business, how you're driving the business, from sales, service, customer experience, all that data infrastructure with our great partners on the CDO side, as well as Snowflake, that comes from my team. >> And that's traditionally been done in a, I don't mean the pejorative, but we're talking about legacy, monolithic, sort of data warehouse technologies. >> Absolutely. >> We have a love-hate relationship with them. It's what we had. It's what we used, right? And now that's evolving. And you guys are leaning into the Cloud. >> Dramatic evolution. And what Snowflake's enabled for us is impeccable. We've talked about having, people have dreamed of one data warehouse for the longest time and everything in one system. Really, this is the only way that becomes a reality. The more you get in Snowflake, we can have golden source data, and instead of duplicating that 50 times across AT&T, it's in one place, we just share it, everybody leverages it, and now it's not duplicated, and the process efficiency is just incredible. >> But it really hinges on that separation of storage and compute. And we talk about the monolithic warehouse, and one of the nightmares I've lived with, is having a monolithic warehouse. And let's just go with some of my primary, traditional customers, sales, marketing and finance. They are leveraging BSS OSS data all the time. For me to coordinate a deployment, I have to make sure that each one of these units can take an outage, if it's going to be a long deployment. With the separation of storage, compute, they own their own compute cluster. So I can move faster for these people. 'Cause if finance, I can implement his code without impacting finance or marketing. This brings in CI/CD to more reality. It brings us faster to market with more features. So if he wants to implement a new comp plan for the field reps, or we're reacting to the marketplace, where one of our competitors has done something, we can do that in days, versus waiting weeks or months. >> And we've reported on this a lot. This is the brilliance of Snowflake's founders, that whole separation >> Yep. >> from compute and data. I like Dave, that you're starting with sort of the business flexibility, 'cause there's a cost element of this too. You can dial down, you can turn off compute, and then of course the whole world said, "Hey, that's a good idea." And a VC started throwing money at Amazon, but Redshift said, "Oh, we can do that too, sort of, can't turn off the compute." But I want to ask you Phil, so, >> Sure. >> it looks from my vantage point, like you're taking your Data Cloud message which was originally separate compute from storage simplification, now data sharing, automated governance, security, ultimately the marketplace. >> Phil: Right. >> Taking that same model, break down the silos into telecom, right? It's that same, >> Mm-hmm. >> sorry to use the term playbook, Frank Slootman tells me he doesn't use playbooks, but he's not a pattern matcher, but he's a situational CEO, he says. But the situation in telco calls for that type of strategy. So explain what you guys are doing in telco. >> I think there's, so, what we're launching, we launched last week, and it really was three components, right? So we had our platform as you mentioned, >> Dave: Mm-hmm. >> and that platform is being utilized by a number of different companies today. We also are adding, for telecom very specifically, we're adding capabilities in marketplace, so that service providers can not only use some of the data and apps that are in marketplace, but as well service providers can go and sell applications or sell data that they had built. And then as well, we're adding our ecosystem, it's telecom-specific. So, we're bringing partners in, technology partners, and consulting and services partners, that are very much focused on telecoms and what they do internally, but also helping them monetize new services. >> Okay, so it's not just sort of generic Snowflake into telco? You have specific value there. >> We're purposing the platform specifically for- >> Are you a telco guy? >> I am. You are, okay. >> Total telco guy absolutely. >> So there you go. You see that Snowflake is actually an interesting organizational structure, 'cause you're going after verticals, which is kind of rare for a company of your sort of inventory, I'll say, >> Absolutely. >> I don't mean that as a negative. (Dave laughs) So Dave, take us through the data journey at AT&T. It's a long history. You don't have to go back to the 1800s, but- (Dave laughs) >> Thank you for pointing out, we're a 149-year-old company. So, Jesse James was one of the original customers, (Dave laughs) and we have no longer got his data. So, I'll go back. I've been 17 years singular AT&T, and I've watched it through the whole journey of, where the monolithics were growing, when the consolidation of small, wireless carriers, and we went through that boom. And then we've gone through mergers and acquisitions. But, Hadoop came out, and it was going to solve all world hunger. And we had all the aspects of, we're going to monetize and do AI and ML, and some of the things we learned with Hadoop was, we had this monolithic warehouse, we had this file-based-structured Hadoop, but we really didn't know how to bring this all together. And we were bringing items over to the relational, and we were taking the relational and bringing it over to the warehouse, and trying to, and it was a struggle. Let's just go there. And I don't think we were the only company to struggle with that, but we learned a lot. And so now as tech is finally emerging, with the cloud, companies like Snowflake, and others that can handle that, where we can create, we were discussing earlier, but it becomes more of a conducive mesh that's interoperable. So now we're able to simplify that environment. And the cloud is a big thing on that. 'Cause you could not do this on-prem with on-prem technologies. It would be just too cost prohibitive, and too heavy of lifting, going back and forth, and managing the data. The simplicity the cloud brings with a smaller set of tools, and I'll say in the data space specifically, really allows us, maybe not a single instance of data for all use cases, but a greatly reduced ecosystem. And when you simplify your ecosystem, you simplify speed to market and data management. >> So I'm going to ask you, I know it's kind of internal organizational plumbing, but it'll inform my next question. So, Dave, you're with the Chief Data Office, and Roddy, you're kind of, you all serve in the business, but you're really serving the, you're closer to those guys, they're banging on your door for- >> Absolutely. I try to keep the 130,000 users who may or may not have issues sometimes with our data and metrics, away from Dave. And he just gets a call from me. >> And he only calls when he has a problem. He's never wished me happy birthday. (Dave and Phil laugh) >> So the reason I asked that is because, you describe Dave, some of the Hadoop days, and again love-hate with that, but we had hyper-specialized roles. We still do. You've got data engineers, data scientists, data analysts, and you've got this sort of this pipeline, and it had to be this sequential pipeline. I know Snowflake and others have come to simplify that. My question to you is, how is that those roles, how are those roles changing? How is data getting closer to the business? Everybody talks about democratizing business. Are you doing that? What's a real use example? >> From our perspective, those roles, a lot of those roles on my team for years, because we're all about efficiency, >> Dave: Mm-hmm. >> we cut across those areas, and always have cut across those areas. So now we're into a space where things have been simplified, data processes and copying, we've gone from 40 data processes down to five steps now. We've gone from five steps to one step. We've gone from days, now take hours, hours to minutes, minutes to seconds. Literally we're seeing that time in and time out with Snowflake. So these resources that have spent all their time on data engineering and moving data around, are now freed up more on what they have skills for and always have, the data analytics area of the business, and driving the business forward, and new metrics and new analysis. That's some of the great operational value that we've seen here. As this simplification happens, it frees up brain power. >> So, you're pumping data from the OSS, the BSS, the OKRs everywhere >> Everywhere. >> into Snowflake? >> Scheduling systems, you name it. If you can think of what drives our retail and centers and online, all that data, scheduling system, chat data, call center data, call detail data, all of that enters into this common infrastructure to manage the business on a day in and day out basis. >> How are the roles and the skill sets changing? 'Cause you're doing a lot less ETL, you're doing a lot less moving of data around. There were guys that were probably really good at that. I used to joke in the, when I was in the storage world, like if your job is bandaging lungs, you need to look for a new job, right? So, and they did and people move on. So, are you able to sort of redeploy those assets, and those people, those human resources? >> These folks are highly skilled. And we were talking about earlier, SQL hasn't gone away. Relational databases are not going away. And that's one thing that's made this migration excellent, they're just transitioning their skills. Experts in legacy systems are now rapidly becoming experts on the Snowflake side. And it has not been that hard a transition. There are certainly nuances, things that don't operate as well in the cloud environment that we have to learn and optimize. But we're making that transition. >> Dave: So just, >> Please. >> within the Chief Data Office we have a couple of missions, and Roddy is a great partner and an example of how it works. We try to bring the data for democratization, so that we have one interface, now hopefully know we just have a logical connection back to these Snowflake instances that we connect. But we're providing that governance and cleansing, and if there's a business rule at the enterprise level, we provide it. But the goal at CDO is to make sure that business units like Roddy or marketing or finance, that they can come to a platform that's reliable, robust, and self-service. I don't want to be in his way. So I feel like I'm providing a sub-level of platform, that he can come to and anybody can come to, and utilize, that they're not having to go back and undo what's in Salesforce, or ServiceNow, or in our billers. So, I'm sort of that layer. And then making sure that that ecosystem is robust enough for him to use. >> And that self-service infrastructure is predominantly through the Azure Cloud, correct? >> Dave: Absolutely. >> And you work on other clouds, but it's predominantly through Azure? >> We're predominantly in Azure, yeah. >> Dave: That's the first-party citizen? >> Yeah. >> Okay, I like to think in terms sometimes of data products, and I know you've mentioned upfront, you're Gold standard or Platinum standard, you're very careful about personal information. >> Dave: Yeah. >> So you're not trying to sell, I'm an AT&T customer, you're not trying to sell my data, and make money off of my data. So the value prop and the business case for Snowflake is it's simpler. You do things faster, you're in the cloud, lower cost, et cetera. But I presume you're also in the business, AT&T, of making offers and creating packages for customers. I look at those as data products, 'cause it's not a, I mean, yeah, there's a physical phone, but there's data products behind it. So- >> It ultimately is, but not everybody always sees it that way. Data reporting often can be an afterthought. And we're making it more on the forefront now. >> Yeah, so I like to think in terms of data products, I mean even if the financial services business, it's a data business. So, if we can think about that sort of metaphor, do you see yourselves as data product builders? Do you have that, do you think about building products in that regard? >> Within the Chief Data Office, we have a data product team, >> Mm-hmm. >> and by the way, I wouldn't be disingenuous if I said, oh, we're very mature in this, but no, it's where we're going, and it's somewhat of a journey, but I've got a peer, and their whole job is to go from, especially as we migrate from cloud, if Roddy or some other group was using tables three, four and five and joining them together, it's like, "Well look, this is an offer for data product, so let's combine these and put it up in the cloud, and here's the offer data set product, or here's the opportunity data product," and it's a journey. We're on the way, but we have dedicated staff and time to do this. >> I think one of the hardest parts about that is the organizational aspects of it. Like who owns the data now, right? It used to be owned by the techies, and increasingly the business lines want to have access, you're providing self-service. So there's a discussion about, "Okay, what is a data product? Who's responsible for that data product? Is it in my P&L or your P&L? Somebody's got to sign up for that number." So, it sounds like those discussions are taking place. >> They are. And, we feel like we're more the, and CDO at least, we feel more, we're like the guardians, and the shepherds, but not the owners. I mean, we have a role in it all, but he owns his metrics. >> Yeah, and even from our perspective, we see ourselves as an enabler of making whatever AT&T wants to make happen in terms of the key products and officers' trade-in offers, trade-in programs, all that requires this data infrastructure, and managing reps and agents, and what they do from a channel performance perspective. We still ourselves see ourselves as key enablers of that. And we've got to be flexible, and respond quickly to the business. >> I always had empathy for the data engineer, and he or she had to service all these different lines of business with no business context. >> Yeah. >> Like the business knows good data from bad data, and then they just pound that poor individual, and they're like, "Okay, I'm doing my best. It's just ones and zeros to me." So, it sounds like that's, you're on that path. >> Yeah absolutely, and I think, we do have refined, getting more and more refined owners of, since Snowflake enables these golden source data, everybody sees me and my organization, channel performance data, go to Roddy's team, we have a great team, and we go to Dave in terms of making it all happen from a data infrastructure perspective. So we, do have a lot more refined, "This is where you go for the golden source, this is where it is, this is who owns it. If you want to launch this product and services, and you want to manage reps with it, that's the place you-" >> It's a strong story. So Chief Data Office doesn't own the data per se, but it's your responsibility to provide the self-service infrastructure, and make sure it's governed properly, and in as automated way as possible. >> Well, yeah, absolutely. And let me tell you more, everybody talks about single version of the truth, one instance of the data, but there's context to that, that we are taking, trying to take advantage of that as we do data products is, what's the use case here? So we may have an entity of Roddy as a prospective customer, and we may have a entity of Roddy as a customer, high-value customer over here, which may have a different set of mix of data and all, but as a data product, we can then create those for those specific use cases. Still point to the same data, but build it in different constructs. One for marketing, one for sales, one for finance. By the way, that's where your data engineers are struggling. >> Yeah, yeah, of course. So how do I serve all these folks, and really have the context-common story in telco, >> Absolutely. >> or are these guys ahead of the curve a little bit? Or where would you put them? >> I think they're definitely moving a lot faster than the industry is generally. I think the enabling technologies, like for instance, having that single copy of data that everybody sees, a single pane of glass, right, that's definitely something that everybody wants to get to. Not many people are there. I think, what AT&T's doing, is most definitely a little bit further ahead than the industry generally. And I think the successes that are coming out of that, and the learning experiences are starting to generate momentum within AT&T. So I think, it's not just about the product, and having a product now that gives you a single copy of data. It's about the experiences, right? And now, how the teams are getting trained, domains like network engineering for instance. They typically haven't been a part of data discussions, because they've got a lot of data, but they're focused on the infrastructure. >> Mm. >> So, by going ahead and deploying this platform, for platform's purpose, right, and the business value, that's one thing, but also to start bringing, getting that experience, and bringing new experience in to help other groups that traditionally hadn't been data-centric, that's also a huge step ahead, right? So you need to enable those groups. >> A big complaint of course we hear at MWC from carriers is, "The over-the-top guys are killing us. They're riding on our networks, et cetera, et cetera. They have all the data, they have all the client relationships." Do you see your client relationships changing as a result of sort of your data culture evolving? >> Yes, I'm not sure I can- >> It's a loaded question, I know. >> Yeah, and then I, so, we want to start embedding as much into our network on the proprietary value that we have, so we can start getting into that OTT play, us as any other carrier, we have distinct advantages of what we can do at the edge, and we just need to start exploiting those. But you know, 'cause whether it's location or whatnot, so we got to eat into that. Historically, the network is where we make our money in, and we stack the services on top of it. It used to be *69. >> Dave: Yeah. >> If anybody remembers that. >> Dave: Yeah, of course. (Dave laughs) >> But you know, it was stacked on top of our network. Then we stack another product on top of it. It'll be in the edge where we start providing distinct values to other partners as we- >> I mean, it's a great business that you're in. I mean, if they're really good at connectivity. >> Dave: Yeah. >> And so, it sounds like it's still to be determined >> Dave: Yeah. >> where you can go with this. You have to be super careful with private and for personal information. >> Dave: Yep. >> Yeah, but the opportunities are enormous. >> There's a lot. >> Yeah, particularly at the edge, looking at, private networks are just an amazing opportunity. Factories and name it, hospital, remote hospitals, remote locations. I mean- >> Dave: Connected cars. >> Connected cars are really interesting, right? I mean, if you start communicating car to car, and actually drive that, (Dave laughs) I mean that's, now we're getting to visit Xen Fault Tolerance people. This is it. >> Dave: That's not, let's hold the traffic. >> Doesn't scare me as much as we actually learn. (all laugh) >> So how's the show been for you guys? >> Dave: Awesome. >> What're your big takeaways from- >> Tremendous experience. I mean, someone who doesn't go outside the United States much, I'm a homebody. The whole experience, the whole trip, city, Mobile World Congress, the technologies that are out here, it's been a blast. >> Anything, top two things you learned, advice you'd give to others, your colleagues out in general? >> In general, we talked a lot about technologies today, and we talked a lot about data, but I'm going to tell you what, the accelerator that you cannot change, is the relationship that we have. So when the tech and the business can work together toward a common goal, and it's a partnership, you get things done. So, I don't know how many CDOs or CIOs or CEOs are out there, but this connection is what accelerates and makes it work. >> And that is our audience Dave. I mean, it's all about that alignment. So guys, I really appreciate you coming in and sharing your story in "theCUBE." Great stuff. >> Thank you. >> Thanks a lot. >> All right, thanks everybody. Thank you for watching. I'll be right back with Dave Nicholson. Day four SiliconANGLE's coverage of MWC '23. You're watching "theCUBE." (gentle music)

Published Date : Mar 2 2023

SUMMARY :

that drive human progress. And Phil Kippen, the Global But the data culture's of the OSS stuff that we But enterprise, you got to be So, we may not be as cutting-edge Channel Performance Data and all the way to leadership I don't mean the pejorative, And you guys are leaning into the Cloud. and the process efficiency and one of the nightmares I've lived with, This is the brilliance of the business flexibility, like you're taking your Data Cloud message But the situation in telco and that platform is being utilized You have specific value there. I am. So there you go. I don't mean that as a negative. and some of the things we and Roddy, you're kind of, And he just gets a call from me. (Dave and Phil laugh) and it had to be this sequential pipeline. and always have, the data all of that enters into How are the roles and in the cloud environment that But the goal at CDO is to and I know you've mentioned upfront, So the value prop and the on the forefront now. I mean even if the and by the way, I wouldn't and increasingly the business and the shepherds, but not the owners. and respond quickly to the business. and he or she had to service Like the business knows and we go to Dave in terms doesn't own the data per se, and we may have a entity and really have the and having a product now that gives you and the business value, that's one thing, They have all the data, on the proprietary value that we have, Dave: Yeah, of course. It'll be in the edge business that you're in. You have to be super careful Yeah, but the particularly at the edge, and actually drive that, let's hold the traffic. much as we actually learn. the whole trip, city, is the relationship that we have. and sharing your story in "theCUBE." Thank you for watching.

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James Bryan, Dell Technologies & Heather Rahill, Dell Technologies | MWC Barcelona 2023


 

>> Narrator: theCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (bright music) >> Hey everyone! Welcome back. Good evening from Barcelona, Spain. It's theCUBE, the leader in live tech coverage. As you well know, Lisa Martin and Dave Nicholson. Day two of our coverage of MWC 23. Dave, we've been talking about sexy stuff all day. It's about to get, we're bringing sexy back. >> It's about to get hot. >> It's about to get hot. We've had two guests with us, two senior consultants from the product planning, networking and emerging server solutions group at Dell, Heather Raheel and James Bryan. Welcome guys. >> Thanks for having us. >> Thanks for having us. >> Really appreciate it. >> Lisa: Dude, you're bringing sexy back. >> I know. We are. We are. We wanted to bring it, yes. >> This is like XR8000 >> We've been talking about this all day. It's here... >> Yes. Yes. Talk to us about why this is so innovative. >> So, actually we wanted to bring this, getting a lot of attention here on site. Matter of fact, we even have a lot of our competition taking pictures of it. And why is it so innovative? So one of the things that we've done here is we've taken a lot of insights and feedback from our customers that are looking at 5G deployments and looking at how do they, basically, bring commercial off the shelf to a very proprietary industry. So what we've done is we've built a very flexible and scalable form factor in the XR8000. And so this is actually a product that we've purposely built for the telecommunications space. Specifically can be deployed for serving a virtual DU or DUC at a cell site for distributed ram. Or it can be put in a local data center, but outside a main data center to support centralized ram. We'll get into it, which is where the really excitement gets is it's sled-based in its design. And so because of that, it enables us to provide both functionality for telecommunications. Could be network, could be enterprise edge as well as being designed to be configured to whatever that workload is, and be cost-optimized for whatever that work. >> Ah, you're killing us! Let's see. Show, show it to us. >> Actually this is where I have to hand it off to my colleague Heather. But what I really want to show you here is the flexibility that we have and the scalability. So, right here what I'm going to show you first is a one U sled. So I'll set that out here, and I'll let Heather tell us all about it. >> Yeah. So XR8000. Let's talk about flexibility first. So the chassis is a two U chassis with a hot swap shared power supply on the right. Within it there are two form factors for the sleds. What James brought out here, this is the one U form factor. Each sled features one node or one CPU first sled. So we're calling the one U the highest, highest density sled right? Cause you can have up to four one node one U sleds in the chassis. The other form factor is a two U sled, on the right here. And that's just really building on top of the one U sled that adds two PCIe sleds on top. So this is really our general purpose sled. You could have up to two of these sleds within the chassis. So what's really cool about the flexibility is you can plug and play with these. So you could have two one Us, two two Us, or mix and match of each of those. >> Talk about the catalyst to build this for telco and some of the emerging trends that, that you guys have seen and said this needs to be purpose-built for the telco. There's so much challenge and complexity there, they need this. >> Want me to take this? So actually that, that's a great question by the way. It turns out that the market's growing. It's nascent right now. Different telecommunication providers have different needs. Their workloads are different. So they're looking for a form factor like this that, when we say flexible, they need to be able to configure it for theirs. They don't all configure the same way. And so they're looking for something that they can configure to their needs, but they also don't want to pay for things that they don't need. And so that's what led to the creation of, of this device the way we've created it. >> How is it specific for edge use cases, though? We think of the edge: it's emerging, it's burgeoning. What makes this so (pause) specific to edge use cases? >> Yeah, let's talk about some of the the ruggedized features of the product. So first of all, it is short depth. So only 430 millimeters. And this is designed for extreme temperatures, really for any environment. So the normal temperatures of operating are negative five to 55, but we've also developed an enhanced heat sink to get us even beyond that. >> Dave: That's Celsius? >> Celsius. Thank you. >> Lisa: Right. So this will get us all the way down to negative 20 boot in operating all the way up to 65 C. So this is one of the most extreme temperature edge offerings we've seen on the market so far. >> And so this is all outside the data center, so not your typical data center server. So not only are we getting those capabilities, but half the size when you look at a typical data center server. >> So these can go into a place where there's a rack, maybe, but definitely not, not doesn't have to be raised for... >> Could be a cell side cabinet. >> Yeah. Okay. >> Heather: Yeah. And we also have AC and DC power options that can be changed over time as well. >> So what can you pack into that one one U sled in terms of CPU cores and memory, just as an example? >> Yeah, great. So, each of the sleds will support the fourth generation of Intel Sapphire Rapids up to 32 corp. They'll also be supporting their new vRAN boost SKUs. And the benefit of those is it has an integrated FEC accelerator within the CPU. Traditionally, to get FEC acceleration, you would need a PCIe card that would take up one of the slots here. Now with it integrated, you're freeing up a PCIe slot, and there's also a power savings involved with that as well. >> So talk about the involvement of, of the telco customer here and then design, I know Dell is very tight with its customers. I imagine there was a lot of communications and collaboration with customers to, to deliver this. >> Interesting question. So it turns out that early on, we had had some initial insight, but it was actually through deep engagement with our customers that we actually redesigned the form factor to what you see here today. So we actually spent significant amount of time with various telecommunication customers from around the world, and they had a very strong influence in this form factor. Even to the point, like Lisa mentioned, we ended up redesigning it. >> Do, do you have a sense for how many of these, or in what kinds of configurations would you deploy in like the typical BBU? So if we're thinking about radio access network literally tran- tower transmitter receiver... somewhere down there (pause) in a cabinet, you have one of these, you have multiple units. I know, I know the answer is "it depends". >> You are right. >> But if, but if someone tells you, well you know, we have 20, 20 cellular sites, and we need (pause) we're we're moving to an open model, and we need the horsepower to do what we want to do. I'm trying to, I'm trying to gauge like what, one of these, what does that, what does that mean? Or is it more like four of these? >> So that, so we'll go >> It depends? >> Yeah it depends, you're absolutely right. However, we can go right there. So if you look in the two U >> Yeah. >> we have three PCIe slots, you know, as Heather mentioned. And so let's say you have a typical cell site, right? We could be able to support a cell site that could have it could have three radios in the configuration here, it could have a, multiply by three, right? It could have up to 18 radios, and we could actually support that. We could support multiple form factors or multiple deployments at a particular cell site. It really then to your point, it does depend, and that's one of the reasons that we've designed it the way we have. For example, if a customer says their initial deployment, they only need one compute node because maybe they're only going to have, you know, two or three carriers. So then, there, you've got maybe six or eight or nine radios. Well then, you put in a single node, but then they may want to scale over time. Well then, you actually have a chassis. They just come in, and they put in a new chassis. The other beauty of that is, is that maybe they wait, but then they want to do new technology. They don't even have to buy a whole new server. They can update to >> Heather: Yeah. the newest technology, same chassis put that in, connect to the radios, and keep going. >> But in this chassis, is it fair to say that most people will be shocked by how much traffic can go through something like this? In the sense that, if a tower is servicing 'n' number of conversations and data streams, going through something like this? I mean somehow blow, it blows my mind to think of thousands of people accessing something and having them all wrapped through something like this. >> It, it'll depend on what they're doing with that data. So you've probably talked a lot about a type of radios, right? Are we going to be massive MIMO or what type of radio? Is it going to be a mix of 4G or 5G? So it'll really depend on that type of radio, and then where this is located. Is it in a dense urban environment, or is it in a rural type of environment at that cell site shelter, but out in a suburban area. So will depend, but then, that's the beauty of this is then, (pause) I get the right CPU, I get the right number of adding cards to connect to the right radios. I purchase whatever, what I need. I may scale to that. I may be (pause) in a growing part of the city, like where we're from or where I'm from or in San Diego where Heather's from where she's in a new suburban, and they put out a new tower and the community grows rapidly. Well then, we may, they may put out one and then you may add another one and I can connect to more radios, more carriers. So it really just comes down to the type and what you're trying to put through that. It could edit a stadium where I may have a lot of people. I may have like, video streaming, and other things. Not only could I be a network connectivity, but I could do other functions like me, multi-axis axon point that you've heard about, talked about here. So I could have a GPU processing information on one side. I could do network on the other side. >> I do, I do. >> Go for it >> Yeah, no, no, I'm sorry. I'm sorry. I don't want to, don't want to hog all of the time. What about expansion beyond the chassis? Is there a scenario where you might load this chassis up with four of those nodes, but then because you need some type of external connectivity, you go to another chassis that has maybe some of these sleds? Or are these self-contained and independent of one another? >> They are all independent. >> Okay. >> So, and then we've done that for a reason. So one of the things that was clear from the customers, again and again and again, was cost, right? Total cost of ownership. So not only, how much does this cost when I buy it from you to what is it going to take to power and run it. And so basically we've designed that with that in mind. So we've separated the compute and isolated the compute from the chassis, from the power. So (pause) I can only deal with this. And the other thing is is it's, it's a sophisticated piece of equipment that people that would go out and service it are not used to. So they can just come out, pull it out without even bringing the system down. If they've got multiple nodes, pull it. They don't have to pull out a whole chassis or whole server. Put one in, connect it back up while the system is still running. If a power supply goes out, they can come and pull it out. We've got one, it's designed with a power infrastructure that if I lose one power supply, I'm not losing the whole system. So it's really that serviceability, total cost of ownership at the edge, which led us to do this as a configurable chassis. >> I was just going to ask you about TCO reduction but another thing that I'm curious about is: there seems to be like a sustainability angle here. Is that something that you guys talk with customers about in terms of reducing footprint and being able to pack more in with less reducing TCO, reducing storage, power consumption, that sort of thing? >> Go ahead. >> You want me to take that one as well? So yes, so it comes at me, varies by the customer, but it does come up and matter of fact one- in that vein, similar to this from a chassis perspective is, I don't, especially now with the technology changing so fast and and customers still trying to figure out well is this how we're really going to deploy it? You basically can configure, and so maybe that doesn't work. They reconfigure it, or, as I mentioned earlier, I purchased a single sled today, and I purchased a chassis. Well then the next generation comes. I don't have to purchase a new chassis. I don't have to purchase a new power supply. So we're trying to address those sustainability issues as we go, you know, again, back to the whole TCO. So they, they're kind of related to some extent. >> Right. Right, right. Definitely. We hear a lot from customers in every industry about ESG, and it's, and it's an important initiative. So Dell being able to, to help facilitate that for customers, I'm sure is part of what gives you that competitive advantage, but you talked about, James, that and, and we talked about it in an earlier segment that competitors are coming by, sniffing around your booth. What's going on? Talk about, from both of your lenses, the (pause) competitive advantage that you think this gives Dell in telco. Heather, we'll start with you. >> Heather: Yeah, I think the first one which we've really been hitting home with is the flexibility for scalability, right? This is really designed for any workload, from AI and inferencing on like a factory floor all the way to the cell site. I don't know another server that could say that. All in one box, right? And the second thing is, really, all of the TCO savings that will happen, you know, immediately at the point of sale and also throughout the life cycle of this product that is designed to have an extremely long lifetime compared to a traditional server. >> Yeah, I'll get a little geeky with you on that one. Heather mentioned that we'll be able to take this, eventually, to 65 C operating conditions. So we've even designed some of the thermal solutions enabling us to go there. We'll also help us become more power efficient. So, again, back to the flexibility even on how we cool it so it enables us to do that. >> So do, do you expect, you just mentioned maybe if I, if I heard you correctly, the idea that this might have a longer (pause) user-usable life than the average kind of refresh cycle we see in general IT. What? I mean, how often are they replacing equipment now in, kind of, legacy network environments? >> I believe the traditional life cycle of a of a server is, what? Three? Three to five years? Three to five years traditionally. And with the sled based design, like James said, we'll be designing new sleds, you know, every year two years that can just be plugged in, and swapped out. So the chassis is really designed to live much longer than, than just three to five years. >> James: We're having customers ask anywhere from seven to when it dies. So (pause) substantial increase in the life cycle as we move out because as you can, as you probably know, well, right? The further I get out on the edge, it, the more costly it is. >> Lisa: Yep. >> And, I don't want to change it if I don't have to. And so something has to justify me changing it. And so we're trying to build to support that both that longevity, but then with that longevity, things change. I mean, seven years is a long time in technology. >> Lisa: Yes it is. >> So we need to be there for those customers that are ready for that change, or something changed, and they want to still be able to, to adopt that without having to change a lot of their infrastructure. >> So customers are going to want to get their hands on this, obviously. We know, we, we can tell by your excitement. Is this GA now? Where is it GA, and where can folks go to learn more? >> Yeah, so we are here at Mobile World Congress in our booth. We've got a few featured here, and other booths throughout the venue. But if you're not here at Mobile World Congress, this will be launched live on the market at the end of May for Dell. >> Awesome. And what geographies? >> Worldwide. >> Worldwide. Get your hands on the XR8000. Worldwide in just a couple months. Guys, thank you >> James: Thank you very much. >> for the show and tell, talking to us about really why you're designing this for the telco edge, the importance there, what it's going to enable operators to achieve. We appreciate your time and your insights and your show and tell. >> Thanks! >> Thank you. >> For our guests and for Dave Nicholson, I'm Lisa Martin. You're watching theCUBE live, Spain in Mobile MWC 23. Be back with our sho- day two wrap with Dave Valente and some guests in just a minute. (bright music)

Published Date : Feb 28 2023

SUMMARY :

that drive human progress. It's about to get, we're It's about to get hot. I know. We've been talking about this all day. Talk to us about why So one of the things that we've done here Show, show it to us. I'm going to show you So the chassis is a two Talk about the catalyst to build this that they can configure to their needs, specific to edge use cases? So the normal temperatures of operating Thank you. So this is one of the most but half the size when you look not doesn't have to be raised for... that can be changed over time as well. So, each of the sleds will support So talk about the involvement of, the form factor to what I know, I know the answer is "it depends". to do what we want to do. So if you look in the two U and that's one of the reasons that put that in, connect to But in this chassis, is it fair to say So it really just comes down to the type What about expansion beyond the chassis? So one of the things that Is that something that you guys talk I don't have to purchase a new chassis. advantage that you think of the TCO savings that will happen, So, again, back to the flexibility even the idea that this might So the chassis is really in the life cycle as we And so something has to So we need to be there for to want to get their hands on the market at the end of May for Dell. And what geographies? hands on the XR8000. for the telco edge, the importance there, Be back with our sho- day two wrap

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CUBE Analysis of Day 1 of MWC Barcelona 2023 | MWC Barcelona 2023


 

>> Announcer: theCUBE's live coverage is made possible by funding from Dell Technologies creating technologies that drive human progress. (upbeat music) >> Hey everyone, welcome back to theCube's first day of coverage of MWC 23 from Barcelona, Spain. Lisa Martin here with Dave Vellante and Dave Nicholson. I'm literally in between two Daves. We've had a great first day of coverage of the event. There's been lots of conversations, Dave, on disaggregation, on the change of mobility. I want to be able to get your perspectives from both of you on what you saw on the show floor, what you saw and heard from our guests today. So we'll start with you, Dave V. What were some of the things that were our takeaways from day one for you? >> Well, the big takeaway is the event itself. On day one, you get a feel for what this show is like. Now that we're back, face-to-face kind of pretty much full face-to-face. A lot of excitement here. 2000 plus exhibitors, I mean, planes, trains, automobiles, VR, AI, servers, software, I mean everything. I mean, everybody is here. So it's a really comprehensive show. It's not just about mobile. That's why they changed the name from Mobile World Congress. I think the other thing is from the keynotes this morning, I mean, you heard, there's a lot of, you know, action around the telcos and the transformation, but in a lot of ways they're sort of protecting their existing past from the future. And so they have to be careful about how fast they move. But at the same time if they don't move fast, they're going to get disrupted. We heard some complaints, essentially, you know, veiled complaints that the over the top guys aren't paying their fair share and Telco should be able to charge them more. We heard the chairman of Ericsson talk about how we can't let the OTTs do that again. We're going to charge directly for access through APIs to our network, to our data. We heard from Chris Lewis. Yeah. They've only got, or maybe it was San Ji Choha, how they've only got eight APIs. So, you know the developers are the ones who are going to actually build out the innovation at the edge. The telcos are going to provide the connectivity and the infrastructure companies like Dell as well. But it's really to me all about the developers. And that's where the action's going to be. And it's going to be interesting to see how the developers respond to, you know, the gun to the head. If you want access, you're going to have to pay for it. Now maybe there's so much money to be made that they'll go for it, but I feel like there's maybe a different model. And I think some of the emerging telcos are going to say, you know what, here developers, here's a platform, have at it. We're not going to charge you for all the data until you succeed. Then we're going to figure out a monetization model. >> Right. A lot of opportunity for the developer. That skillset is certainly one that's in demand here. And certainly the transformation of the telecom industry is, there's a lot of conundrums that I was hearing going on today, kind of chicken and egg scenarios. But Dave, you had a chance to walk around the show floor. We were here interviewing all day. What were some of the things that you saw that really stuck out to you? >> I think I was struck by how much attention was being paid to private 5G networks. You sort of read between the lines and it appears as though people kind of accept that the big incumbent telecom players are going to be slower to move. And this idea of things like open RAN where you're leveraging open protocols in a stack to deliver more agility and more value. So it sort of goes back to the generalized IT discussion of moving to cloud for agility. It appears as though a lot of players realize that the wild wild west, the real opportunity, is in the private sphere. So it's really interesting to see how that works, how 5G implemented into an environment with wifi how that actually works. It's really interesting. >> So it's, obviously when you talk to companies like Dell, I haven't hit HPE yet. I'm going to go over there and check out their booth. They got an analyst thing going on but it's really early days for them. I mean, they started in this business by taking an X86 box, putting a name on it, you know, that sounded like it was edged, throwing it over, you know, the wall. That's sort of how they all started in this business. And now they're, you know, but they knew they had to form partnerships. They had to build purpose-built systems. Now with 16 G out, you're seeing that. And so it's still really early days, talking about O RAN, open RAN, the open RAN alliance. You know, it's just, I mean, not even, the game hasn't even barely started yet but we heard from Dish today. They're trying to roll out a massive 5G network. Rakuten is really focused on sort of open RAN that's more reliable, you know, or as reliable as the existing networks but not as nearly as huge a scale as Dish. So it's going to take a decade for this to evolve. >> Which is surprising to the average consumer to hear that. Because as far as we know 5G has been around for a long time. We've been talking about 5G, implementing 5G, you sort of assume it's ubiquitous but the reality is it is just the beginning. >> Yeah. And you know, it's got a fake 5G too, right? I mean you see it on your phone and you're like, what's the difference here? And it's, you know, just, >> Dave N.: What does it really mean? >> Right. And so I think your point about private is interesting, the conversation Dave that we had earlier, I had throughout, hey I don't think it's a replacement for wifi. And you said, "well, why not?" I guess it comes down to economics. I mean if you can get the private network priced close enough then you're right. Why wouldn't it replace wifi? Now you got wifi six coming in. So that's a, you know, and WiFi's flexible, it's cheap, it's good for homes, good for offices, but these private networks are going to be like kickass, right? They're going to be designed to run whatever, warehouses and robots, and energy drilling facilities. And so, you know the economics I don't think are there today but maybe they can be at volume. >> Maybe at some point you sort of think of today's science experiment becoming the enterprise-grade solution in the future. I had a chance to have some conversations with folks around the show. And I think, and what I was surprised by was I was reminded, frankly, I wasn't surprised. I was reminded that when we start talking about 5G, we're talking about spectrum that is managed by government entities. Of course all broadcast, all spectrum, is managed in one way or another. But in particular, you can't simply put a SIM in every device now because there are a lot of regulatory hurdles that have to take place. So typically what these things look like today is 5G backhaul to the network, communication from that box to wifi. That's a huge improvement already. So yeah, my question about whether, you know, why not put a SIM in everything? Maybe eventually, but I think, but there are other things that I was not aware of that are standing in the way. >> Your point about spectrum's an interesting one though because private networks, you're going to be able to leverage that spectrum in different ways, and tune it essentially, use different parts of the spectrum, make it programmable so that you can apply it to that specific use case, right? So it's going to be a lot more flexible, you know, because I presume the needs spectrum needs of a hospital are going to be different than, you know, an agribusiness are going to be different than a drilling, you know, unit, offshore drilling unit. And so the ability to have the flexibility to use the spectrum in different ways and apply it to that use case, I think is going to be powerful. But I suspect it's going to be expensive initially. I think the other thing we talked about is public policy and regulation, and it's San Ji Choha brought up the point, is telcos have been highly regulated. They don't just do something and ask for permission, you know, they have to work within the confines of that regulated environment. And there's a lot of these greenfield companies and private networks that don't necessarily have to follow those rules. So that's a potential disruptive force. So at the same time, the telcos are spending what'd we hear, a billion, a trillion and a half over the next seven years? Building out 5G networks. So they got to figure out, you know how to get a payback on that. They'll get it I think on connectivity, 'cause they have a monopoly but they want more. They're greedy. They see the over, they see the Netflixes of the world and the Googles and the Amazons mopping up services and they want a piece of that action but they've never really been good at it. >> Well, I've got a question for both of you. I mean, what do you think the odds are that by the time the Shangri La of fully deployed 5G happens that we have so much data going through it that effectively it feels exactly the same as 3G? What are the odds? >> That's a good point. Well, the thing that gets me about 5G is there's so much of it on, if I go to the consumer side when we're all consumers in our daily lives so much of it's marketing hype. And, you know all the messaging about that, when it's really early innings yet they're talking about 6G. What does actual fully deployed 5G look like? What is that going to enable a hospital to achieve or an oil refinery out in the middle of the ocean? That's something that interests me is what's next for that? Are we going to hear that at this event? >> I mean, walking around, you see a fair amount of discussion of, you know, the internet of things. Edge devices, the increase in connectivity. And again, what I was surprised by was that there's very little talk about a sim card in every one of those devices at this point. It's like, no, no, no, we got wifi to handle all that but aggregating it back into a central network that's leveraging 5G. That's really interesting. That's really interesting. >> I think you, the odds of your, to go back to your question, I think the odds are even money, that by the time it's all built out there's going to be so much data and so much new capability it's going to work similarly at similar speeds as we see in the networks today. You're just going to be able to do so many more things. You know, and your video's going to look better, the graphics are going to look better. But I think over the course of history, this is what's happening. I mean, even when you go back to dial up, if you were in an AOL chat room in 1996, it was, you know, yeah it took a while. You're like, (screeches) (Lisa laughs) the modem and everything else, but once you were in there- >> Once you're there, 2400 baud. >> It was basically real time. And so you could talk to your friends and, you know, little chat room but that's all you could do. You know, if you wanted to watch a video, forget it, right? And then, you know, early days of streaming video, stop, start, stop, start, you know, look at Amazon Prime when it first started, Prime Video was not that great. It's sort of catching up to Netflix. But, so I think your point, that question is really prescient because more data, more capability, more apps means same speed. >> Well, you know, you've used the phrase over the top. And so just just so we're clear so we're talking about the same thing. Typically we're talking about, you've got, you have network providers. Outside of that, you know, Netflix, internet connection, I don't need Comcast, right? Perfect example. Well, what about the over the top that's coming from direct satellite communications with devices. There are times when I don't have a signal on my, happens to be an Apple iPhone, when I get a little SOS satellite logo because I can communicate under very limited circumstances now directly to the satellite for very limited text messaging purposes. Here at the show, I think it might be a Motorola device. It's a dongle that allows any mobile device to leverage direct satellite communication. Again, for texting back to the 2,400 baud modem, you know, days, 1200 even, 300 even, go back far enough. What's that going to look like? Is that too far in the future to think that eventually it's all going to be over the top? It's all going to be handset to satellite and we don't need these RANs anymore. It's all going to be satellite networks. >> Dave V.: I think you're going to see- >> Little too science fiction-y? (laughs) >> No, I, no, I think it's a good question and I think you're going to see fragments. I think you're going to see fragmentation of private networks. I think you're going to see fragmentation of satellites. I think you're going to see legacy incumbents kind of hanging on, you know, the cable companies. I think that's coming. I think by 2030 it'll, the picture will be much more clear. The question is, and I think it's come down to the innovation on top, which platform is going to be the most developer friendly? Right, and you know, I've not heard anything from the big carriers that they're going to be developer friendly. I've heard "we have proprietary data that we're going to charge access for and developers are going to have to pay for that." But I haven't heard them saying "Developers, developers, developers!" You know, Steve Bomber running around, like bend over backwards for developers, they're asking the developers to bend over. And so if a network can, let's say the satellite network is more developer friendly, you know, you're going to see more innovation there potentially. You know, or if a dish network says, "You know what? We're going after developers, we're going after innovation. We're not going to gouge them for all this network data. Rather we're going to make the platform open or maybe we're going to do an app store-like model where we take a piece of the action after they succeed." You know, take it out of the backend, like a Silicon Valley VC as opposed to an East Coast VC. They're not going to get you in the front end. (Lisa laughs) >> Well, you can see the sort of disruptive forces at play between open RAN and the legacy, call it proprietary stack, right? But what is the, you know, if that's sort of a horizontal disruptive model, what's the vertically disruptive model? Is it private networks coming in? Is it a private 5G network that comes in that says, "We're starting from the ground up, everything is containerized. We're going to go find people at KubeCon who are, who understand how to orchestrate with Kubernetes and use containers in microservices, and we're going to have this little 5G network that's going to deliver capabilities that you can't get from the big boys." Is there a way to monetize that? Is there a way for them to be disrupted, be disruptive, or are these private 5G networks that everybody's talking about just relegated to industrial use cases where you're just squeezing better economics out of wireless communication amongst all your devices in your factory? >> That's an interesting question. I mean, there are a lot of those smart factory industrial use cases. I mean, it's basically industry 4.0 use cases. But yeah, I don't count the cloud guys out. You know, everybody says, "oh, the narrative is, well, the latency of the cloud." Well, not if the cloud is at the edge. If you take a local zone and put storage, compute, and data right next to each other and the cloud model with the cloud APIs, and then you got an asynchronous, you know, connection back. I think that's a reasonable model. I think the cloud guys figured out developers, right? Pretty well. Certainly Microsoft and, and Amazon and Google, they know developers. I don't see any reason why they can't bring their model to the edge. So, and that's really disruptive to the legacy telco guys, you know? So they have to be careful. >> One step closer to my dream of eliminating the word "cloud" from IT lexicon. (Lisa laughs) I contend that it has always been IT, and it will always be IT. And this whole idea of cloud, what is cloud? If AWS, for example, is delivering hardware to the edge where it needs to be, is that cloud? Do we go back to the idea that cloud is an operational model and not a question of physical location? I hope we get to that point. >> Well, what's Apex and GreenLake? Apex is, you know, Dell's as a service. GreenLake is- >> HPE. >> HPE's as a service. That's outposts. >> Dave N.: Right. >> Yeah. >> That's their outpost. >> Yeah. >> Well AWS's position used to be, you know, to use them as a proxy for hyperscale cloud. We'll just, we'll grow in a very straight trajectory forever on the back of net new stuff. Forget about the old stuff. As James T. Kirk said of the Klingons, "let them die." (Lisa laughs) As far as the cloud providers were concerned just, yeah, let, let that old stuff go away. Well then they found out, there came a point in time where they realized there's a lot of friction and stickiness associated with that. So they had to deal with the reality of hybridity, if that's the word, the hybrid nature of things. So what are they doing? They're pushing stuff out to the edge, so... >> With the same operating model. >> With the same operating model. >> Similar. I mean, it's limited, right? >> So you see- >> You can't run a lot of database on outpost, you can run RES- >> You see this clash of Titans where some may have written off traditional IT infrastructure vendors, might have been written off as part of the past. Whereas hyperscale cloud providers represent the future. It seems here at this show they're coming head to head and competing evenly. >> And this is where I think a company like Dell or HPE or Cisco has some advantages in that they're not going to compete with the telcos, but the hyperscalers will. >> Lisa: Right. >> Right. You know, and they're already, Google's, how much undersea cable does Google own? A lot. Probably more than anybody. >> Well, we heard from Google and Microsoft this morning in the keynote. It'd be interesting to see if we hear from AWS and then over the next couple of days. But guys, clearly there is, this is a great wrap of day one. And the crazy thing is this is only day one. We've got three more days of coverage, more news, more information to break down and unpack on theCUBE. Look forward to doing that with you guys over the next three days. Thank you for sharing what you saw on the show floor, what you heard from our guests today as we had about 10 interviews. Appreciate your insights and your perspectives and can't wait for tomorrow. >> Right on. >> All right. For Dave Vellante and Dave Nicholson, I'm Lisa Martin. You're watching theCUBE's day one wrap from MWC 23. We'll see you tomorrow. (relaxing music)

Published Date : Feb 27 2023

SUMMARY :

that drive human progress. of coverage of the event. are going to say, you know what, of the telecom industry is, are going to be slower to move. And now they're, you know, Which is surprising to the I mean you see it on your phone I guess it comes down to economics. I had a chance to have some conversations And so the ability to have the flexibility I mean, what do you think the odds are What is that going to of discussion of, you know, the graphics are going to look better. And then, you know, early the 2,400 baud modem, you know, days, They're not going to get you that you can't get from the big boys." to the legacy telco guys, you know? dream of eliminating the word Apex is, you know, Dell's as a service. That's outposts. So they had to deal with I mean, it's limited, right? they're coming head to going to compete with the telcos, You know, and they're already, Google's, And the crazy thing is We'll see you tomorrow.

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Scott Walker, Wind River & Gautam Bhagra, Dell Technologies | MWC Barcelona 2023


 

(light music) >> Narrator: theCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (upbeat music) >> Welcome back to Spain everyone. Lisa Martin here with theCUBE Dave Vellante, my co-host for the next four days. We're live in Barcelona, covering MWC23. This is only day one, but I'll tell you the theme of this conference this year is velocity. And I don't know about you Dave, but this day is flying by already. This is ecosystem day. We're going to have a great discussion on the ecosystem next. >> Well we're seeing the disaggregation of the hardened telco stack, and that necessitates an ecosystem open- we're going to talk about Open RAN, we've been talking about even leading up to the show. It's a critical technology enabler and it's compulsory to have an ecosystem to support that. >> Absolutely compulsory. We've got two guests here joining us, Gautam Bhagra, Vice President partnerships at Dell, and Scott Walker, Vice President of global Telco ecosystem at Wind River. Guys, welcome to the program. >> Nice to be here. >> Thanks For having us. >> Thanks for having us. >> So you've got some news, this is day one of the conference, there's some news, Gautam, and let's start with you, unpack it. >> Yeah, well there's a lot of news, as you know, on Dell World. One of the things we are very excited to announce today is the launch of the Open Telecom Ecosystems Community. I think Dave, as you mentioned, getting into an Open RAN world is a challenge. And we know some of the challenges that our customers face. To help solve for those challenges, Dell wants to work with like-minded partners and customers to build innovative solutions, and join go-to-market. So we are launching that today. Wind River is one of our flagship partners for that, and I'm excited to be here to talk about that as well. >> Can you guys talk a little bit about the partnership, maybe a little bit about Wind River so the audience gets that context? >> Sure, absolutely, and the theme of the show, Velocity, is what this partnership is all about. We create velocity for operators if they want to adopt Open RAN, right? We simplify it. Wind River as a company has been around for 40 years. We were part of Intel at one point, and now we're independent, owned by a company called Aptiv. And with that we get another round of investment to help continue our acceleration into this market. So, the Dell partnership is about, like I said, velocity, accelerating the adoption. When we talk to operators, they have told us there are many roadblocks that they face, right? Like systems integration, operating at scale. 'Cause when you buy a traditional radio access network solution from a single supplier, it's very easy. It's works, it's been tested. When you break these components apart and disaggregate 'em, as we talked about David, it creates integration points and support issues, right? And what Dell and Wind River have done together is created a cloud infrastructure solution that could host a variety of RAN workloads, and essentially create a two layer cake. What we're, overall, what we're trying to do is create a traditional RAN experience, with the innovation agility and flexibility of Open RAN. And that's really what this partnership does. >> So these work, this workload innovation is interesting to me because you've got now developers, you know, the, you know, what's the telco developer look like, you know, is to be defined, right? I mean it's like this white sheet of paper that can create all this innovation. And to do that, you've got to have, as I said earlier, an ecosystem. But you've got now, I'm interested in your Open RAN agenda and how you see that sort of maturity model taking place. 'Cause today, you got disruptors that are going to lean right in say "Hey, yeah, that's great." The traditional carriers, they have to have a, you know, they have to migrate, they have to have a hybrid world. We know that takes time. So what's that look like in the marketplace today? >> Yeah, so I mean, I can start, right? So from a Dell's perspective, what we see in the market is yes, there is a drive towards, everyone understands the benefits of being open, right? There's the agility piece, the innovation piece. That's a no-brainer. The question is how do we get there? And I think that's where partnerships become critical to get there, right? So we've been working with partners like Wind River to build solutions that make it easier for customers to start adopting some of the foundational elements of an open network. The, one of the purposes in the agenda of building this community is to bring like-minded developers, like you said like we want those guys to come and work with the customers to create new solutions, and come up with something creative, which no one's even thought about, that accelerates your option even quicker, right? So that's exactly what we want to do as well. And that's one of the reasons why we launched the community. >> Yeah, and what we find with a lot of carriers, they are used to buying, like I said, traditional RAN solutions which are provided from a single provider like Erickson or Nokia and others, right? And we break this apart, and you cloudify that network infrastructure, there's usually a skills gap we see at the operator level, right? And so from a developer standpoint, they struggle with having the expertise in order to execute on that. Wind River helps them, working with companies like Dell, simplify that bottom portion of the stack, the infrastructure stack. So, and we lifecycle manage it, we test- we're continually testing it, and integrating it, so that the operator doesn't have to do that. In addition to that, wind River also has a history and legacy of working with different RAN vendors, both disruptors like Mavenir and Parallel Wireless, as well as traditional RAN providers like Samsung, Erickson, and others soon to be announced. So what we're doing on the northbound side is making it easy by integrating that, and on the southbound side with Dell, so that again, instead of four or five solutions that you need to put together, it's simply two. >> And you think about today how we- how you consume telco services are like there's these fixed blocks of services that you can buy, that has to change. It's more like the, the app stores. It's got to be an open marketplace, and that's where the innovation's going to come in, you know, from the developers, you know, top down maybe. I don't know, how do you see that maturity model evolving? People want to know how long it's going to take. So many questions, when will Open RAN be as reliable. Does it even have to be? You know, so many interesting dynamics going on. >> Yeah, and I think that's something we at Dell are also trying to find out, right? So we have been doing a lot of good work here to help our customers move in that direction. The work with Dish is an example of that. But I think we do understand the challenges as well in terms of getting, adopting the technologies, and adopting the innovation that's being driven by Open. So one of the agendas that we have as a company this year is to work with the community to drive this a lot further, right? We want to have customers adopt the technology more broadly with the tier one, tier two telcos globally. And our sales organizations are going to be working together with Wind Rivers to figure out who's the right set of customers to have these conversations with, so we can drop, drive, start driving this agenda a lot quicker than what we've seen historically. >> And where are you having those customer conversations? Is that at the operator level, is it higher, is it both? >> Well, all operators are deploying 5G in preparation for 6G, right? And we're all looking for those killer use cases which will drive top line revenue and not just make it a TCO discussion. And that starts at a very basic level today by doing things like integrating with Juniper, for their cloud router. So instead of at the far edge cell site, having a separate device that's doing the routing function, right? We take that and we cloudify that application, run it on the same server that's hosting the RAN applications, so you eliminate a device and reduce TCO. Now with Aptiv, which is primarily known as an automotive company, we're having lots of conversations, including with Dell and Intel and others about vehicle to vehicle communication, vehicle to anything communication. And although that's a little bit futuristic, there are shorter term use cases that, like, vehicle to vehicle accident avoidance, which are going to be much nearer term than autonomous driving, for example, which will help drive traffic and new revenue streams for operators. >> So, oh, that's, wow. So many other things (Scott laughs) that's just opened up there too. But I want to come back to, sort of, the Open RAN adoption. And I think you're right, there's a lot of questions that that still have to be determined. But my question is this, based on your knowledge so far does it have to be as hardened and reliable, obviously has to be low latency as existing networks, or can flexibility, like the cloud when it first came out, wasn't better than enterprise IT, it was just more flexible and faster, and you could rent it. And, is there a similar dynamic here where it doesn't have to replicate the hardened stack, it can bring in new benefits that drive adoption, what are your thoughts on that? >> Well there's a couple of things on that, because Wind River, as you know, where our legacy and history is in embedded devices like F-15 fighter jets, right? Or the Mars Rover or the James Web telescope, all run Wind River software. So, we know about can't fail ultra reliable systems, and operators are not letting us off the hook whatsoever. It has to be as hardened and locked down, as secure as a traditional RAN environment. Otherwise they will (indistinct). >> That's table stakes. >> That's table stakes that gets us there. And when River, with our legacy and history, and having operator experience running live commercial networks with a disaggregated stack in the tens of thousands of nodes, understand what this is like because they're running live commercial traffic with live customers. So we can't fail, right? And with that, they want their cake and eat it too, right? Which is, I want ultra reliable, I want what I have today, but I want the agility and flexibility to onboard third party apps. Like for example, this JCNR, this Juniper Cloud-Native Router. You cannot do something as simple as that on a traditional RAN Appliance. In an open ecosystem you can take that workload and onboard it because it is an open ecosystem, and that's really one of the true benefits. >> So they want the mainframe, but they want (Scott laughs) the flexibility of the developer cloud, right? >> That's right. >> They want their, have their cake eat it too and not gain weight. (group laughs) >> Yeah I mean David, I come from the public cloud world. >> We all don't want to do that. >> I used to work with a public cloud company, and nine years ago, public cloud was in the same stage, where you would go to a bank, and they would be like, we don't trust the cloud. It's not secure, it's not safe. It was the digital natives that adopted it, and that that drove the industry forward, right? And that's where the enterprises that realized that they're losing business because of all these innovative new companies that came out. That's what I saw over the last nine years in the cloud space. I think in the telco space also, something similar might happen, right? So a lot of this, I mean a lot of the new age telcos are understanding the value, are looking to innovate are adopting the open technologies, but there's still some inertia and hesitancy, for the reasons as Scott mentioned, to go there so quickly. So we just have to work through and balance between both sides. >> Yeah, well with that said, if there's still some inertia, but there's a theme of velocity, how do you help organizations balance that so they trust evolving? >> Yeah, and I think this is where our solution, like infrastructure block, is a foundational pillar to make that happen, right? So if we can take away the concerns that the organizations have in terms of security, reliability from the fundamental elements that build their infrastructure, by working with partners like Wind River, but Dell takes the ownership end-to-end to make sure that service works and we have those telco grade SLAs, then the telcos can start focusing on what's next. The applications and the customer services on the top. >> Customer service customer experience. >> You know, that's an interesting point Gautam brings up, too, because support is an issue too. We all talk about when you break these things apart, it creates integration points that you need to manage, right? But there's also, so the support aspect of it. So imagine if you will, you had one vendor, you have an outage, you call that one vendor, one necktie to choke, right, for accountability for the network. Now you have four or five vendors that you have to work. You get a lot of finger pointing. So at least at the infrastructure layer, right? Dell takes first call support for both the hardware infrastructure and the Wind River cloud infrastructure for both. And we are training and spinning them up to support, but we're always behind them of course as well. >> Can you give us a favorite customer example of- that really articulates the value of the partnership and the technologies that it's delivering to customers? >> Well, Infra Block- >> (indistinct) >> Is quite new, and we do have our first customer which is LG U plus, which was announced yesterday. Out of Korea, small customer, but a very important one. Okay, and I think they saw the value of the integrated system. They don't have the (indistinct) expertise and they're leveraging Dell and Wind River in order to make that happen. But I always also say historically before this new offering was Vodafone, right? Vodafone is a leader in Europe in terms of Open RAN, been very- Yago and Paco have been very vocal about what they're doing in Open RAN, and Dell and Wind River have been there with them every step of the way. And that's what I would say, kind of, led up to where we are today. We learned from engagements like Vodafone and I think KDDI as well. And it got us where we are today and understanding what the operators need and what the impediments are. And this directly addresses that. >> Those are two very different examples. You were talking about TCO before. I mean, so the earlier example is, that's an example to me of a disruptor. They'll take some chances, you know, maybe not as focused on TCO, of course they're concerned about it. Vodafone I would think very concerned about TCO. But I'm inferring from your comments that you're trying to get the industry, you're trying to check the TCO box, get there. And then move on to higher levels of value monetization. The TCO is going to come down to how many humans it takes to run the network, is it not, is that- >> Well a lot of, okay- >> Or is it devices- >> So the big one now, particularly with Vodafone, is energy cost, right? >> Of course, greening the network. >> Two-thirds of the energy consumption in RAN is the the Radio Access Network. Okay, the OPEX, right? So any reductions, even if they're 5% or 10%, can save tens or hundreds of millions of dollars. So we do things creatively with Dell to understand if there's a lot of traffic at the cell site and if it's not, we will change the C state or P state of the server, which basically spins it down, so it's not consuming power. But that's just at the infrastructure layer. Where this gets really powerful is working with the RAN vendors like Samsung and Ericson and others, and taking data from the traffic information there, applying algorithms to that in AI to shut it down and spin it back up as needed. 'Cause the idea is you don't want that thing powered up if there's no traffic on it. >> Well there's a sustainability, ESG, benefit to that, right? >> Yes. >> And, and it's very compute intensive. >> A hundred percent. >> Which is great for Dell. But at the same time, if you're not able to manage that power consumption, the whole thing fails. I mean it's, because there's going to be so much data, and such a intense requirement. So this is a huge issue. Okay, so Scott, you're saying that in the TCO equation, a big chunk is energy consumption? >> On the OPEX piece. Now there's also the CapEx, right? And Open RAN solutions are now, what we've heard from our customers today, are they're roughly at parity. 'Cause you can do things like repurpose servers after the useful life for a lower demand application which helps the TCO, right? Then you have situations like Juniper, where you can take, now software that runs on the same device, eliminating at a whole other device at the cell site. So we're not just taking a server and software point of view, we're taking a whole cell site point of view as it relates to both CapEx and OPEX. >> And then once that infrastructure it really gets adopted, that's when the innovation occurs. The ecosystem comes in. Developers now start to think of new applications that we haven't thought of yet. >> Gautam: Exactly. >> And that's where, that's going to force the traditional carriers to respond. They're responding, but they're doing so very carefully right now, it's understandable why. >> Yeah, and I think you're already seeing some news in the, I mean Nokia's announcement yesterday with the rebranding, et cetera. That's all positive momentum in my opinion, right? >> What'd you think of the logo? >> I love the logo. >> I liked it too. (group laughs) >> It was beautiful. >> I thought it was good. You had the connectivity down below, You need pipes, right? >> Exactly. >> But you had this sort of cool letters, and then the the pink horizon or pinkish, it was like (Scott laughs) endless opportunity. It was good, I thought it was well thought out. >> Exactly. >> Well, you pick up on an interesting point there, and what we're seeing, like advanced carriers like Dish, who has one of the true Open RAN networks, publishing APIs for programmers to build in their 5G network as part of the application. But we're also seeing the network equipment providers also enable carriers do that, 'cause carriers historically have not been advanced in that way. So there is a real recognition that in order for these networks to monetize new use cases, they need to be programmable, and they need to publish standard APIs, so you can access the 5G network capabilities through software. >> Yeah, and the problem from the carriers, there's not enough APIs that the carriers have produced yet. So that's where the ecosystem comes in, is going to >> A hundred percent >> I think there's eight APIs that are published out of the traditional carriers, which is, I mean there's got to be 8,000 for a marketplace. So that's where the open ecosystem really has the advantage. >> That's right. >> That's right. >> That's right. >> Yeah. >> So it all makes sense on paper, now you just, you got a lot of work to do. >> We got to deliver. Yeah, we launched it today. We got to get some like-minded partners and customers to come together. You'll start seeing results coming out of this hopefully soon, and we'll talk more about it over time. >> Dave: Great Awesome, thanks for sharing with us. >> Excellent. Guys, thank you for sharing, stopping by, sharing what's going on with Dell and Wind River, and why the opportunity's in it for customers and the technological evolution. We appreciate it, you'll have to come back, give us an update. >> Our pleasure, thanks for having us. (Group talks over each other) >> All right, thanks guys >> Appreciate it. >> For our guests and for Dave Vellante, I'm Lisa Martin. You're watching theCUBE, Live from MWC23 in Barcelona. theCUBE is the leader in live tech coverage. (upbeat music)

Published Date : Feb 27 2023

SUMMARY :

that drive human progress. the theme of this conference and it's compulsory to have and Scott Walker, Vice President and let's start with you, unpack it. One of the things we are very excited and the theme of the show, Velocity, they have to have a, you know, And that's one of the reasons the operator doesn't have to do that. from the developers, you and adopting the innovation So instead of at the far edge cell site, that that still have to be determined. Or the Mars Rover or and flexibility to and not gain weight. I come from the public cloud world. and that that drove the that the organizations and the Wind River cloud of the integrated system. I mean, so the earlier example is, and taking data from the But at the same time, if that runs on the same device, Developers now start to think the traditional carriers to respond. Yeah, and I think you're I liked it too. You had the connectivity down below, and then the the pink horizon or pinkish, and they need to publish Yeah, and the problem I mean there's got to be now you just, you got a lot of work to do. and customers to come together. thanks for sharing with us. for customers and the Our pleasure, thanks for having us. Live from MWC23 in Barcelona.

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Driving Business Results with Cloud Transformation | Jay Dowling and Jim Miller


 

(upbeat music) >> Hello and welcome to what is sure to be an insightful conversation about getting business results with cloud transformation. My name is Dave Vellante and I'm here with James Miller, Chief Technologist for Cloud and Infrastructure Services and Jay Dowling, America's Sales Lead for cloud and infrastructure services both with DXC Technology. Gentlemen, thanks for your time today. Welcome to the Cube. >> Great. Thanks for having us. >> Thank you Dave. Appreciate it. >> So let's get right into it. You know, I've talked to a lot of practitioners who've said, look, if you really want to drop zeros, like a lot of zeros to the bottom line, you can't just lift and shift. You really got to think about modernizing the application portfolio, you got to think about your business model and really think about transforming your business particularly the operating model. So my first question Jim is what role does the cloud play in modernization? >> Well, there are really three aspects that the cloud plays in modernization. You mentioned multiple zeros. One is cost optimization and that can be achieved through business operations, through environmental, social and governance. Also being more efficient with your IT investments. But that's not the only aspect. There's also agility and innovation and that can be achieved through automation and productivity, speed to market for new features and functions, improvements in the customer experience and the capability to metabolize a great deal more data in your environment which the end result is an improvement in releasing of new things to the field. And finally, there's resilience and I'm not really talking about IT resilience, but more of business resilience. To be able to handle operational risk, improve your securities and controls, deal with some of the talent gap that's in the industry and also protect your brand reputation. So modernization is really about balancing these three aspects, cost optimization, agility and innovation and resilience. >> So, thank you for that. So Jay, I got to ask you, in the current climate everybody's sort of concerned and there's not great visibility on the macro. So Jim mentioned cost optimization. That seems to be one of the top areas that customers are focused on. The two I hear a lot are consolidating redundant vendors and optimizing cloud costs. So that's, you know, top of mind today. I think everybody really, you know understands the innovation and agility piece at least at a high level, maybe realizing it is different. And then the business resilience piece is really interesting because, you know, prior to the pandemic people you know, they had a DR strategy, but they realized, wow, my business might not be that resilient. So Jay, my question to you is what are you hearing when you talk to customers? What's the priority today? >> You know, priority is often an overused term in digital transformation, you know people want to get ready for next generation environments, customer experience, making sure they're improving, you know, how they engage with their clients and what their branding is. And what we find is a lot of clients don't have the underlying infrastructure in place today to get to where they want to get to. So cloud becomes an important element of that. But, you know, with DXC'S philosophy not everything necessarily needs to go to cloud to be cost optimized for instance, in many cases you can run applications, you know in your own data center or on-prem or in other environments in a hybrid environment or multi-cloud environment and still be very optimized from a cost spend standpoint, and also put yourself in position for modernization and for be able to do the bring the things to the business that the clients are you know, that their clients are looking for like the CMO and the CFO, et cetera, trying to use IT as a lever to drive business and to drive, you know business acceleration and drive profitability, frankly. So there's a lot of dependency on infrastructure, but there's a lot of elements to it. And we advocate for, you know there's not a single answer to that. We'd like to evaluate clients' environments and work with them to get them to an optimal target operating model you know, so that they can really deliver on what the promises are for their departments. >> So let's talk about some of the barriers to realizing value in a context of modernization. We talked about cost optimization, agility and resilience. But there's a business angle and there's a technical angle here. We always talk about people process and technology, technology oftentimes CIOs will tell us, well, that's the easy part, We'll figure that out whether it's true or not but I agree, people and process are sometimes the tough ones. So Jay, why don't you start, what do you see as the barriers, particularly from a business standpoint? >> Well, I think people need to let their guard down and be open to the ideas that are out there in the market from, you know, the standards that are being built by, you know best in class models, and there's many people that have gone on, you know cloud journeys and been very successful with it. There's others that have set high expectations with their business leaders that haven't necessarily met the goals that they need to meet or maybe haven't met them as quickly as they promised. So there's a, you know, there's a change management aspect that you'd need to look at with the, you know, with the environments, there's a, you know, there's a skillset environment that they need to be prepared for. Do they have the people, you know, to deliver with the, you know, with the tools and the skills and the models that they're putting themselves in place for in the future versus where they are now? There's just a lot of, you know there's a lot of different elements. It's not just a this price is better or this can operate better than one environment over the other. I think we like to try to look at things holistically and make sure that, you know, we're being, you know as much of a consultative advocate for the client, for, you know, where they want to go, what their destiny is, and based on what we've learned with other clients, you know and we can bring those best practices forward because we've worked, you know across such a broad spectrum of clients versus them being somewhat contained and sometimes can't see outside of their own, you know their own challenges if you would. So they need advocacy to help, you know bring them to the next level. And we like to translate that through you know, technology advances, which, you know Jim's really good at doing for us. >> Yeah. Jim, is the big barrier a skills issue, you know, bench strength? Are there other considerations from your perspective? >> Well, we've identified a number of factors that inhibit success of customers. One is, thinking it's only a technology change in moving to cloud when it's much broader than that. There are changes in governance, changes in process that need to take place. The other is evaluating the cloud providers on their current pricing structure and performance. And we see pricing and structure changing dramatically every few months between the various cloud providers. And you have to be flexible enough to determine which providers you want, and it may not be feasible to just have a single cloud provider in this world. The other thing is a big bang approach to transformation. I want to move everything and I want to move it all at once. That's not necessarily the best approach. A well thought out cloud journey and strategy and timing your investments, are really important to get maximizing your business return on a journey to the cloud. And finally, not engaging stakeholders early and continuously. You have to manage expectations in moving to cloud on what business factors will get affected, how you will achieve your cost savings and how you will achieve the business impact over the journey and reporting out on that with very strict metrics to all of the stakeholders. >> You know, mentioned multi-cloud just then we had in January 17th we had our Supercloud two event and Supercloud is basically, it's really what multi-cloud should have been, I'd like to say. So it's just creating a common experience across clouds, and you guys were talking about, you know there's different governance, there's different security there's different pricing. So, and one of the takeaways from this event, in talking to customers and practitioners and technologists is you can't go it alone. So I wonder if you could talk about your partnership strategy, what do partners bring to the table and what is DXC's, you know, unique value? >> I'd be happy to lead with that if you'd like. >> Great. >> I, you know, we've got a vast partner ecosystem at DXC given the size and the history of the company. I can use several examples. One of the larger partners in my particular space is Dell technology, right? They're a great, you know, partner for us across many different areas of the business. It's not just a storage and compute play anymore. They're, on the edge. They're, you know, they've got intelligence in their networking devices now and they've really brought, you know a lot of value to us as a partner. And, you know, there's somebody who could look at Dell technology as somebody that might, you know have a victim, you know, effect because of all the hyperscaler activity and all the cloud activity. But they've really taken an outstanding attitude with this and said, listen, not all things are destined for cloud or not all things would operate better in a cloud environment, and they'd like to be part of those discussions to see how they can, you know how we can bring a multi-cloud environment, you know both private and public, you know to clients and let's look at the applications and the infrastructure and, and what's, you know what's the best optimal running environment, you know for us to be able to bring, you know the greatest value to the business with speed, with security, with, you know, and, you know the things that they want to keep closest to the business are often things that you want to kind of you know, keep on your premise or keep in your own data center. So they're an ideal model of somebody that's resourced us well, partners with us well in the market and we continue to grow that relationship day in and day out with those guys. And we really appreciate, you know their support of our strategy and we like to also compliment their strategy and work, you know work together hand in hand in front of our clients. >> Yeah. You know, Jim, Matt Baker, who's the Head of Strategic Planning at Dell talks about it's not a zero sum game. And I think, you know, you're right Jay, I think initially people felt like, oh wow, it is a zero sum game, but it's clearly not. And this idea of whether you call it super cloud or Uber cloud or multi-cloud, clearly Dell is headed in that direction and I've, you know, look at some of their future projects, their narrative. I'm curious from a technology standpoint, Jim, what your role is. Is it to make it all work? Is it to, you know, end to end? I wonder if you could help, you know, us understand that. >> Help us figure this out Jim (all laughing) >> Glad to expand on that. One of my key roles is developing our product roadmap for DXC offerings. And we do that roadmap in conjunction with our partners where we can leverage the innovation that our partners bring to the table, and we often utilize engineering resources from our partners to help us jointly build those offerings that adapt to changes in the market and also adapt to many of our customers changing needs over time. So my primary role is to look at the market, talk to our customers, and work with our partners, to develop a product roadmap for delivering DXC products and services to our clients so that they can get the return on investment on their technology journeys. >> You know, we've been working with these two firms for a while now. Even predates, you know, the name DXC and that transformation. I'm curious as to what's, how you would respond to what's unique. You know, you hear a lot about partnerships, you guys got a lot of competition, Dell has a lot of competition. What's specifically unique about this combination? >> I would say our unique approach, we call it cloud right. And that approach is making the right investments at the right time and on the right platforms. And our partners play a key role in that. So we encourage our customers to not necessarily have a cloud first approach but a cloud right approach, where they place the workloads in the environment that is best suited from a technology perspective, a business perspective and even a security and governance perspective. And the right approach might include mainframe, it might include an on-premises infrastructure, it could include private cloud, public cloud and SaaS components all integrated together to deliver that value. >> Yeah, Jay, please. It's a complicated situation for a lot of customers, but chime in here. >> And now if you were speaking still specifically to Dell here, like they also walk the talk, right? They invest in DXC as a partnership they put people on the ground that their only purpose in life is to help DXC succeed with Dell in, you know, arm in arm in front of clients. And it's not, you know, it's not a winner take all thing at all. It's really true partnership. They've brought solution resources. We have an account CTO, we've got executive sponsorship, we do regular QBR meetings, we have regular executive touchpoint meetings. It's really important that you keep a high level of intimacy with the client with the partners, you know, in the GSI community. And I've been with several GSI's and this is an exceptional example of true partnership and commitment to success with Dell technology. I'm really extremely impressed on the engagement level that we've had there and, you know, continue to show a lot of support, you know, both for them, you know there's other OEM partners of course in the market there's always going to be other technology solutions for certain clients but this has been a particularly strong element for us in our partnership and our go-to-market strategy. >> Well, I think too, just my observation is a lot of it is about trust. You guys have both earned the trust, kind of over the years, taking your arrows, you know, over decades, and you know, that just doesn't happen overnight. So guys, I appreciate it. Thanks for your time. It's all about getting cloud right, isn't it? >> That's right. Thank you Dave. Appreciate it very much. >> Thank you. >> Great to have you on. Keep it right there for more action on the cube right back. (upbeat music)

Published Date : Feb 16 2023

SUMMARY :

and I'm here with James Miller, Thanks for having us. you got to think about your business model and the capability to metabolize So Jay, my question to you is and to drive, you know So Jay, why don't you start, So they need advocacy to help, you know a skills issue, you know, and how you will achieve and what is DXC's, you know, unique value? I'd be happy to lead to see how they can, you know and I've, you know, look at and also adapt to many of Even predates, you know, in the environment that is for a lot of customers, with the partners, you know, and you know, that just Thank you Dave. Great to have you on.

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Driving Business Results with Cloud


 

>> If you really want to make an impact to your business, it takes more than just moving your workloads into the cloud. So-called lift and shift is fine to reduce data center footprints and associated costs, but to really drive change, you don't want to simply "pave the cow path," as the saying goes. Rather, you need to think about the operating model, and that requires more comprehensive systems thinking. In other words, how will changes in technology affect business productivity? Or, you know what? Even flip that. What changes in my business process could lower cost, cut elapse times, and accelerate time to market, increase user productivity, and lower operational risks? And what role can technology play in supporting these mandates through modernization, automation, machine intelligence, and business resilience? And that's what we're here to discuss today. Welcome to Driving Business Results with Cloud Transformation, made Possible by Dell and DXC. My name is Dave Vellante, and today we're going to zoom out and explore many aspects of cloud transformation that leading organizations are acting on today. Yeah, sure, we're going to look at optimizing infrastructure, but we'll also dig deeper into cloud considerations, governance, compliance, and security angles, as well as the impact of emerging opportunities around edge and Industry 4.0. Our focus will be on how to remove barriers and help you achieve business outcomes. And to do this, our program features the long-term partnership between Dell and DXC. And we bring to this program six experts in three separate sessions, who are working directly with top organizations in virtually every industry to achieve high impact results. We're going to start with a conversation about cloud, the cloud operating model, and transforming key aspects of your infrastructure. And then we'll look into governance, security, and business resilience. And in our third session, we'll discuss exciting transformations that are occurring in smart manufacturing and facilities innovations. So let's get right into it with our first session. Enjoy the program. (bright music) Hello, and welcome to what is sure to be an insightful conversation about getting business results with cloud transformation. My name is Dave Vellante, and I'm here with James Miller, Chief Technologist for Cloud and Infrastructure Services, and Jay Dowling, Americas Sales Lead for Cloud and Infrastructure Services, both with DXC Technology. Gentlemen, thanks for your time today. Welcome to theCube. >> Great. Thanks for having us. >> Thank you Dave. Appreciate it. >> So let's get right into it. You know, I've talked to a lot of practitioners who've said, "Look, if you really want to drop zeros, like a lot of zeros to the bottom line, you can't just lift and shift." You really got to think about modernizing, the application portfolio. You got to think about your business model, and really think about transforming your business, particularly the operating model. So my first question, Jim, is, What role does the cloud play in modernization? >> Well, there are really three aspects that the, the cloud plays in modernization. You mentioned multiple zeros. One is cost optimization, and that can be achieved through business operations, through environmental, social, and governance. Also being more efficient with your IT investments. But that's not the only aspect. There's also agility and innovation. And that can be achieved through automation and productivity, speed to market for new features and functions, improvements in the customer experience, and the capability to metabolize a great deal more data in your environment, which the end result is an improvement in releasing of new things to the field. And finally, there's resilience. And I'm not really talking about IT resilience, but more of business resilience, to be able, to be able to handle operational risk, improve your securities and controls, deal with some of the talent gap that's in the industry, and also protect your brand reputation. So modernization is really about balancing these three aspects, cost optimization, agility and innovation, and resilience. >> So, so thank you for that. So Jay, I got to ask you, in the current climate, everybody's, you know, concerned, and there's not great visibility on the macro. So, Jim mentioned cost optimization. That seems to be one of the top areas that customers are focused on. The two I hear a lot are consolidating redundant vendors and optimizing cloud costs. So that's, you know, top of mind today. I think everybody really, you know, understands the innovation and, and, and agility piece, at least at a high level, maybe realizing it is different. And then the business resilience piece is really interesting because, you know, prior to the pandemic people, you know, they had a DR strategy, but they realized, "Wow, my business might not be that resilient." So Jay, my question to you is, What are you hearing when you talk to customers? What's the priority today? >> Yeah, the priority is an often overused term of digital transformation. You know, people want to get ready for next generation environments, customer experience, making sure they're improving, you know, how they engage with their clients and what their branding is. And what we find is a lot of clients don't have the underlying infrastructure in place today to get to where they want to get to. So cloud becomes an important element of that. But, you know, with DXC's philosophy, not everything goes to, not everything necessarily needs to go to cloud to be cost optimized, for instance. In many cases, you can run applications, you know, in your own data center, or on-prem, or in other environments, in a hybrid environment, or multi-cloud environment, and, and still be very optimized from a cost spend standpoint and also put yourself in position for modernization and for be able to do the, bring the things to the business that the clients are, you know, that their clients are looking for, like the CMO and the CFO, et cetera. Trying to use IT as a lever to drive business and to drive, you know, business acceleration and drive profitability, frankly. So there's a lot of dependency on infrastructure, but there's a lot of elements to it. And, and we advocate for, you know, there's not a single answer to that. We like to evaluate clients' environments and work with them to get them to an optimal target operating model, you know, so that they can really deliver on what the promises are for their departments. >> So if, let's talk about some of the, the barriers to realizing value in, in a context of modernization. We talked about cost optimization, agility, and, and, and resilience. But there's a business angle, and there's a technical angle here. 'Cause we always talk about people, process, and technology. Technology, oftentimes, CIOs will tell us, "Well, that's the easy part. We'll figured that out," whether it's true or not. But I agree, people and process is sometimes the tough one. So Jay, why don't you start. What do you see as the barriers, particularly from a business standpoint? >> I think people need to let their guard down and be open to the ideas that are, that are out there in the market from, you know, the, the standards that are being built by, you know, best in class models. And, and there's many people that have gone on, you know, cloud journeys and been very successful with it. There's others that have set high expectations with their business leaders that haven't necessarily met the goals that they need to meet or maybe haven't met them as quickly as they promised. So there's a, you know, there's a change management aspect that you'd need to look at with the, you know, with the environments. There's a, you know, there's a skillset set environment that they need to be prepared for. Do they have the people, you know, to deliver with the, you know, with the tools and the skills and the, and the models that that they're putting themselves in place for in the future versus where they are now? There's just a lot of, you know, there's a lot of different elements. It's not just a, "This price is better," or, "This can operate better than one environment over the other." I think we like to try to look at things holistically and make sure that, you know, we're being, you know, as much of a consultative advocate for the client, for where they want to go, what their destiny is, and based on what we've learned with other clients. You know, and we can bring those best practices forward because we've worked, you know, across such a broad spectra of clients versus them being somewhat contained and sometimes can't see outside of their own, you know, their own challenges, if you would. So they need, they need advocacy to help, you know, bring them to the next level. And we like to translate that through, you know, technology advances, which, you know, Jim's really good at doing for us. >> Yeah, Jim, is, is it, is it a, is the big barrier a skills issue, you know, bench strength? Are there other considerations from your perspective? >> Well, we, we've identified a number of factors that inhibit success of, of customers. One is thinking it's only a technology change in moving to cloud when it's much broader than that. There are changes in governance, changes in process that need to take place. The other is evaluating the cloud providers on their current pricing structure and performance. And, and we see pricing and structure changing dramatically every few months between the various cloud providers. And you have to be flexible enough to, to determine which providers you want. And it may not be feasible to just have a single cloud provider in this world. The other thing is a big bang approach to transformation, "I want to move everything, and I want to move it all at once." That's not necessarily the best approach. A well thought out cloud journey and strategy and timing your investments are really important to get at maximizing your business return on the journey to the cloud. And finally, not engaging stakeholders early and continuously. You have to manage expectations in moving to cloud on what business factors will get affected, how you will achieve your cost savings, and, and how you will achieve the business impact over the journey and reporting out on that with very strict metrics to all of the stakeholders. >> You know, mentioned multi-cloud just then. We had, in January 17th, we had our Supercloud 2 event. And Supercloud is basically, it's really multi, what multi-cloud should have been, I, I like to say. So it's this creating a common experience across clouds. And you guys were talking about, you know, there's different governance, there's different security, there's different pricing. So, and, and one of the takeaways from this event in talking to customers and practitioners and technologists is, you can't go it alone. So I wonder if you could talk about your partnership strategy, what do partners bring to the table, and what is, what is DXC's, you know, unique value? >> I'd be happy to lead with that if you'd like. >> Great. >> I, you know, we've got a vast partner ecosystem at DXC, given the size and, and the history of the company. I could use several examples. One of the larger partners in my particular space is Dell Technology, right? They're a great, you know, partner for us across many different areas of the business. It's not just a storage and compute play anymore. They're, they're on the edge. They're, you know, they're, they've got intelligence in their networking devices now. And they've really brought, you know, a lot of value to us as a partner. And, you know, there, there's somebody, you could look at Dell technology as somebody that might, you know, have a victim, you know, effect because of all the hyperscale activity and all the cloud activity. But they've really taken an outstanding attitude with this and say, "Listen, not all things are destined for cloud, or not all things would operate better in a cloud environment." And they like to be part of those discussions to see how they can, you know, how we can bring a multi-cloud environment, you know, both private and public, you know, to clients. And let's look at the applications and the infrastructure and, and what's, you know, what's the best optimal running environment, you know, for us to be able to bring, you know, the greatest value to the business with speed, with security, with, you know. And, you know, the things that they want to keep closest to the business are often things that you want to kind of, you know, keep on your premise or keep in your own data center. So they're, they're an ideal model of somebody that's resourced us well, partners with us well in the market. And, and we continue to grow that relationship day in and day out with those guys. And we really appreciate, you know, their support of our strategy, and, and we like to also compliment their strategy and work, you know, work together hand in hand in front of our clients. >> Yeah, you know, Jim, Matt Baker, who's the head of strategic planning at Dell talks about, "It's not a zero sum game." And I think, you know, you're right, Jay. I think initially people felt like, "Oh wow, it's, it is a zero sum game." But it's clearly not, and this idea of of, whether you call it supercloud or ubercloud or multicloud, clearly Dell is headed in in that direction. And I, you know, look at some of their future projects. There's their narrative. I'm curious from a technology standpoint, Jim, what your role is. Is it to make it all work? Is it to, you know, end to end? I wonder if you could help, you know, us understand that. >> Help us figure this out, Jim, here. (group laughing) >> Glad to expand on that. One of my key roles is developing our product roadmap for DXC offerings. And we do that roadmap in conjunction with our partners where we can leverage the innovation that our partners bring to the table. And we often utilize engineering resources from our partners to help us jointly build those offerings that adapt to changes in the market and also adapt to many of our customers changing needs over time. So my primary role is to look at the market, talk to our customers, and work with our partners to develop a product roadmap for delivering DXC products and services to our clients so that they can get the return on investment on their technology journeys. >> You know, we've been working with these two firms for a while now. Even predates, you know, the, the name DXC and that, that transformation. I'm curious as to what's, how you would respond to, "What's unique?" You know, you hear a lot about partnerships. You guys got a lot of competition. Dell has a lot of competition. What's specifically unique about this combination? >> I think, go ahead, Jim. >> I would say our unique approach, we call it cloud right. And that, that approach is making the right investments, at the right time, and on the right platforms. And our partners play a, play a key role in that. So we, we encourage our customers to not necessarily have a cloud first approach, but a cloud right approach where they place the workloads in the environment that is best suited from a technology perspective, a business perspective, and even a security and governance perspective. And, and the right approach might include mainframe. It might include an on-premises infrastructure. It could include private cloud, public cloud, and SaaS components all integrated together to deliver that value. >> Yeah, Jay, please. >> If you were... >> That is a complicated situation for a lot of customers. Chime in here. (Jay chuckles) >> And now, if you were speaking specifically to Dell here, like they, they also walk the talk, right? They invest in DXC as a partnership. They put people on the ground that their only purpose in life is to help DXC succeed with Dell in, you know, arm in arm in front of clients. And it's not, you know, it's not a winner take all thing at all. It's really a true partnership. They, they, they've brought solution resources. We have an account CTO. We've got executive sponsorship. We do regular QBR meetings. We have regular executive touchpoint meetings. It's really important that you keep a high level of intimacy with the client, with the partners, you know, and, and the, and the GSI community. And I, I've been with several GSIs, and, and this is an exceptional example of true partnership and commitment to success with Dell technology. I'm really extremely impressed on, on the engagement level that we've had there and, you know, continue to show a lot of support, you know, both for them. You know, there's other OEM partners, of course, in the market. There's always going to be other technology solutions for certain clients, but this has been a particularly strong element for us in our partnership and in our go-to-market strategy. >> Well, I think too, just my observation, is a lot of it's about trust. You guys have both earned the trust, the kind of, over the, over the years taking your arrows, you know, of over decades. And, and you know, that just doesn't happen overnight. So guys, I appreciate it. Thanks for your time. It's all about getting cloud right, isn't it? >> That's right. (chuckles) (Dave chuckles) >> Thank you Dave. Appreciate it very much. >> Dave, thank you. >> Jay, Jim, great to have you on. Keep it right there for more action on theCube. Be right back. (upbeat guitar music) (keyboard clicks) Welcome back to the program. My name is Dave Vellante, and in this session we're going to explore one of the more interesting topics of the day. IoT for smart factories and with me are Todd Edmunds, the Global CTO of Smart Manufacturing Edge and Digital Twins at Dell Technologies. That is such a cool title. (Todd chuckles) I want to be you. And Dr. Aditi Banerjee who's the Vice President, General Manager for Aerospace Defense and Manufacturing at DXC Technology. Another really cool title. Folks, welcome to the program. Thanks for coming on. >> Thank you. >> Thanks, Dave. Great to be here. >> Nice to be here. So, Todd, let's start with you. We hear a lot about Industry 4.0, smart factories, IIoT. Can you briefly explain like what is Industry 4.0 all about, and why is it important for the manufacturing industry? >> Yeah, sure, Dave. You know, it's been around for quite a while. And it's got, it's gone by multiple different names, as you said, Industry 4.0, smart manufacturing, industrial IoT, smart factory, but it all really means the same thing. Its really applying technology to get more out of the factories and the facilities that you have to do your manufacturing. So being much more efficient, implementing really good sustainability initiatives. And so we really look at that by saying, "Okay, what are we going to do with technology to really accelerate what we've been doing for a long, long time?" So it's really not, it's not new. It's been around for a long time. What's new is that manufacturers are looking at this not as a one-off, two-off, individual use case point of view. But instead they're saying, "We really need to look at this holistically, thinking about a strategic investment in how we do this, not to just enable one or two use cases, but enable many, many use cases across the spectrum." I mean, there's tons of them out there. There's predictive maintenance, and there's OEE, overall equipment effectiveness, and there's computer vision. And all of these things are starting to percolate down to the factory floor. But it needs to be done in a little bit different way. And, and, and really, to really get those outcomes that they're looking for in smart factory, or Industry 4.0, or however you want to call it, and truly transform. Not just throw an Industry 4.0 use case out there, but to do the digital transformation that's really necessary and to be able to stay relevant for the future. You know, I heard it once said that you have three options. Either you digitally transform and stay relevant for the future, or you don't and fade into history like 52% of the companies that used to be on the Fortune 500 since 2000, right? And so really that's a key thing, and we're seeing that really, really being adopted by manufacturers all across the globe. >> Yeah so, Aditi, that's like digital transformation is almost synonymous with business transformation. So is there anything you'd add to what Todd just said? >> Absolutely. Though, I would really add that what really drives Industry 4.0 is the business transformation, what we are able to deliver in terms of improving the manufacturing KPIs and the KPIs for customer satisfaction, right? For example, improving the downtime, you know, or decreasing the maintenance cycle of the equipments, or improving the quality of products, right? So I think these are a lot of business outcomes that our customers are looking at while using Industry 4.0 and the technologies of Industry 4.0 to deliver these outcomes. >> So Aditi, I wonder if I could stay with you. And maybe this is a bit esoteric. But when I first started researching IoT and, and, and Industrial IoT 4.0, et cetera, I felt, you know, while there could be some disruptions in the ecosystem, I kind of came to the conclusion that large manufacturing firms, aerospace defense companies, the firms building out critical infrastructure, actually had kind of an incumbent advantage in a great opportunity. Of course, then I saw on TV, somebody now they're building homes with 3D printers. Its like, blows your mind. So that's pretty disruptive, but, so, but they got to continue. The incumbents have to continue to invest in the future. They're well capitalized. They're pretty good businesses, very good businesses. But there's a lot of complexities involved in kind of connecting the old house to the new addition that's being built, if you will, or this transformation that we're talking about. So my question is, How are your customers preparing for this new era? What are the key challenges that they're facing and the, the blockers, if you will? >> Yeah, I mean the customers are looking at Industry 4.0 for greenfield factories, right? That is where the investments are going directly into building the factories with the new technologies, with the new connectivities, right, for the machines. For example, industrial IoT, having the right type of data platforms to drive computational analytics and outcomes, as well as looking at edge versus cloud type of technologies, right? Those are all getting built in the greenfield factories. However, for the install-based factories, right, that is where our customers are looking at, "How do I modernize these factories? How do I connect the existing machine?" And that is where some of the challenges come in on, you know, the legacy system connectivity that they need to think about. Also, they need to start thinking about cybersecurity and operation technology security, right, because now you are connecting the factories to each other, right? So cybersecurity becomes top of mind, right? So there is definitely investment that is involved. Clients are creating roadmaps for digitizing and modernizing these factories and investments in a very strategic way, right? So perhaps they start with the innovation program, and then they look at the business case, and they scale it up, right? >> Todd, I'm glad Aditi brought up security. Because if you think about the operations technology, you know, folks, historically, they air gapped, you know, the systems. That's how they created security. That's changed. The business came in and said, "Hey, we got to, we got to connect. We got to make it intelligent." So that's, that's got to be a big challenge as well. >> It, it, it absolutely is Dave. And, and you know, you can no longer just segment that because really, to get all of those efficiencies that we talk about, that IoT and Industrial IoT and Industry 4.0 promise, you have to get data out of the factory. But then you got to put data back in the factory. So no longer is it just firewalling everything is really the answer. So you really have to have a comprehensive approach to security, but you also have to have a comprehensive approach to the cloud and what that means. And does it mean a continuum of cloud all the way down to the edge, right down to the factory? It absolutely does because no one approach has the answer to everything. The more you go to the cloud, the broader the attack surface is. So what we're seeing is a lot of our customers approaching this from a, kind of that, that hybrid, you know, "write once, run anywhere" on the factory floor down to the edge. And one of the things we're seeing, too, is to help distinguish between what is the edge, and that, and, and bridge that gap between, like Dave, you talked about IT and OT. And also help that, what Aditi talked about, is the greenfield plants versus the brownfield plants that they call it, that are the legacy ones and modernizing those. Is, it's great to kind of start to delineate. What does that mean? Where's the edge? Where's the IT and the OT? We see that from a couple of different ways. We start to think about really two edges in a manufacturing floor. We talk about an industrial edge that sits, or some people call it a far edge or a thin edge, sits way down on that plan. It consists of industrial hardened devices that do that connectivity. The hard stuff about, "How do I connect to this obsolete legacy protocol and what do I do with it?" And create that next generation of data that has context. And then we see another edge evolving above that, which is much more of a data and analytics and enterprise grade application layer that sits down in the factory itself that helps figure out where we're going to run this. Does it connect to the cloud? Do we run applications on-prem? Because a lot of times that on-prem application is, is, needs to be done because that's the only way that its going to, it's going to work because of security requirements, because of latency requirements, performance, and a lot of times cost. It's really helpful to build that multiple edge strategy because then you kind of, you consolidate all of those resources, applications, infrastructure, hardware, into a centralized location. Makes it much, much easier to really deploy and manage that security. But it also makes it easier to deploy new applications, new use cases, and become the foundation for DXC's expertise and applications that they deliver to our customers as well. >> Todd, how complex are these projects? I mean, I feel like it's kind of the, the digital equivalent of building the Hoover Dam. I mean, it, it, it's, (chuckles) it, it, so. Yeah, how long does a typical project take? I know it varies, but what, you know, what are the critical success factors in terms of delivering business value quickly? >> Yeah, that's a great question in that, in that we're, you know, like I said at the beginning, we, this is not new. Smart factory and Industry 4.0 is not new. It's been, it's, people have been trying to implement the holy grail of smart factory for a long time. And what we're seeing is a switch, a little bit of a switch, or quite a bit of a switch, to where the enterprise and the IT folks are having a much bigger say and have a lot to offer to be able to help that complexity. So instead of deploying a computer here, and a gateway there, and a server there, I mean, you go walk into any manufacturing plant and you can see servers sitting underneath someone's desk or a, or a PC in a closet somewhere running a critical production application. So we're seeing the enterprise have a much bigger say at the table, much louder voice at the table to say, "We've been doing this at enterprise all the time. We, we know how to really consolidate, bring hyper-converged applications, hyper-converged infrastructure, to really accelerate these kind of applications, really accelerate the outcomes that are needed to really drive that smart factory, and start to bring that same capabilities down into the, on the factory floor." That way, if you do it once to make it easier to implement, you can repeat that. You can scale that. You can manage it much easily. And you can then bring that all together because you have the security in one centralized location. So we're seeing manufacturers, yeah, that first use case may be fairly difficult to implement and we got to go down in and see exactly what their problems are. But when the infrastructure is done the correct way, when that, think about how you're going to run that and how are you going to optimize the engineering. Well, let's take that, what you've done in that one factory, and then set. Let's that, make that across all the factories, including the factory that we're in, but across the globe. That makes it much, much easier. You really do the hard work once and then repeat, almost like a cookie cutter. >> Got it. Thank you. Aditi, what about the skillsets available to apply these, to these projects? You got to have knowledge of digital, AI, data, integration. Is there a talent shortage to get all this stuff done? >> Yeah, I mean definitely, a lot. Different types of skillsets are needed from a traditional manufacturing skillset, right? Of course, the basic knowledge of manufacturing is, is important. But the, the digital skillset sets like, you know, IoT, having a skillset in different protocols for connecting the machines, right, that experience that comes with it, data and analytics, security, augmented virtual reality programming. You know, again, looking at robotics and the digital twin. So you know, it's a lot more connectivity software, data driven skillsets that are needed to smart factory to life at scale. And, you know, lots of firms are, you know, recruiting these types of skill, resources with these skillsets to, you know, accelerate their smart factory implementation, as well as consulting firms like DXC Technology and others. We, we, we recruit. We, we train our talent to, to provide these services. >> Got it. Aditi, I wonder if we could stay on you. Let's talk about the partnership between DXC and Dell. What are you doing specifically to simplify the move to Industry 4.0 for customers? What solutions are you offering? How are you working together, Dell and DXC, to, to bring these to market? >> Yeah, Dell and DXC have a very strong partnership. You know, and we work very closely together to, to create solutions, to create strategies, and how we, we are going to jointly help our clients, right? So areas that we have worked closely together is edge compute, right, how that impacts the smart factory. So we have worked pretty closely in that area. We're also looked at vision technologies, you know. How do we use that at the edge to improve the quality of products, right? So we have several areas that we collaborate in. And our approach is that we, we want to bring solutions to our client, and as well as help them scale those solutions with the right infrastructure, the right talent, and the right level of security. So we bring a comprehensive solution to our clients. >> So, Todd, last question, kind of similar but different. You know, why Dell DXC? Pitch me. What's different about this partnership? You know, where do you, are you confident that, you know, you're going to be, deliver the best value to, to customers? >> Absolutely. Great question. You know, there's no shortage of bespoke solutions that are out there. There's hundreds of people that can come in and do individual use cases and do these things. And just, and, and, and that's, that's where it ends. What Dell and DXC Technology together bring to the table is, we do the optimization, the optimization of the engineering of those previously bespoke solutions upfront, together, right? The power of our scalables, enterprise-grade, structured, you know, industry standard infrastructure, as well as our expertise in delivering package solutions that really accelerate with DXC's expertise and reputation as a global, trusted, trusted advisor. Be able to really scale and repeat those solutions that DXC is so really, really good at. And, and Dell's infrastructure, and our, what, 30,000 people across the globe that are really, really good at that, at that scalable infrastructure, to be able to repeat. And then it really lessens the risk that our customers have and really accelerates those solutions. So it's again, not just one individual solutions, it's all of the solutions that not just drive use cases, but drive outcomes with those solutions. >> Yeah, the, you're right, the partnership has gone, I mean, I first encountered it back in, I think it was 2010, May of 2010, we had you, you guys both on theCube. I think you were talking about converged infrastructure. And I had a customer on, and it was, actually a manufacturing customer, was quite interesting. And back then it was, "How do we kind of replicate what's coming in the cloud?" And, and you guys have obviously taken it into the digital world. Really want to thank you for your time today. Great conversation, and love to have you back. >> Thank you so much. >> Absolutely. >> It was a pleasure speaking with you. >> I agree. >> All right, keep it right there for more discussions that educate and inspire on theCube. (bright music) Welcome back to the program and we're going to dig into the number one topic on the minds of every technology organization. That's cybersecurity. You know, survey data from ETR, our data partner, shows that among CIOs and IT decision makers, cybersecurity continues to rank as the number one technology priority to be addressed in the coming year. That's ahead of even cloud migration and analytics. And with me to discuss this critical topic area are Jim Shook, who's the Global Director of Cybersecurity and Compliance Practice at Dell Technologies, and he's joined by Andrew Gonzalez, who focuses on Cloud and Infrastructure consulting at DXC Technology. Gents, welcome. Good to have you. >> Thanks Dave. Great to be here. >> Thank you. >> Jim, let's start with you. What are you seeing from the front lines in terms of the attack surface, and, and how are customers responding these days? >> It's always up and down and back and forth. The bad actors are smart. They adapt to everything that we do. So we're seeing more and more kind of living off the land. They're not necessarily deploying malware. Makes it harder to find what they're doing. And I think though, Dave, we've, we've adapted, and this whole notion of cyber resilience really helps our customers figure this out. And the idea there goes beyond cybersecurity, it's, "Let's protect as much as possible, so we keep the bad actors out as much as we can. But then, let's have the ability to adapt to and recover to the extent that the bad actors are successful." So we're recognizing that we can't be perfect a hundred percent of the time against a hundred percent of the bad actors. Let's keep out what we can, but then recognize and have that ability to recover when necessary. >> Yeah, thank you. So Andrew, you know, I like what Jim was saying about living off the land, of course, meaning using your own tooling against you, kind of hiding in plain sight, if you will. But, and, and as Jim is saying, you, you can't be perfect. But, so given that, what's your perspective on what good cybersecurity hygiene looks like? >> Yeah, so you have to understand what your crown jewel data looks like, what a good copy of a recoverable asset looks like. When you look at an attack, if it were to occur, right, how you get that copy of data back into production. And not only that, but what that golden image actually entails. So, whether it's networking, storage, some copy of a source code, intellectual property, maybe CMBD data, or an active directory, or DNS dump, right? Understanding what your data actually entails so that you can protect it and that you can build out your recovery plan for it. >> So, and where's that live? Where's that gold copy? You put on a yellow sticky? No, it's got to be, (chuckles) you got to be somewhere safe, right? So you have to think about that chain as well, right? >> Absolutely. Yeah. You, so, a lot of folks have not gone through the exercise of identifying what that golden copy looks like. Everyone has a DR scenario, everyone has a DR strategy, but actually identifying what that golden crown jewel data, let's call it, actually entails is one aspect of it. And then where to put it, how to protect it, how to make it immutable and isolated, that's the other portion of it. >> You know, if I go back to sort of earlier part of last decade, you know, cybersecurity was kind of a checkoff item. And as you got toward the middle part of the decade, and I'd say clearly by 2016, it, security became a boardroom issue. It was on the agenda, you know, every quarter at the board meetings. So compliance is no longer the driver, is, is my point. The driver is business risk, real loss of reputation or data, you know, it's, or money, et cetera. What are the business implications of not having your cyber house in order today? >> They're extreme, Dave. I mean the, you know, the bad actors are good at what they do. These losses by organizations, tens, hundreds of millions into the billions sometimes, plus the reputational damage that's difficult to, to really measure. There haven't been a lot of organizations that have actually been put out of business by an attack, at least not directly on, if they're larger organizations. But that's also on the table, too. So you can't just rely on, "Oh we need to do, you know, A, B and C because our regulators require it." You need to look at what the actual risk is to the business, and then come up with a strategy from there. >> You know, Jim, staying with you, one of the most common targets we hear of attackers is to go after the backup corpus. So how should customers think about protecting themselves from that tactic? >> Well, Dave, you hit on it before, right? Everybody's had the backup and DR strategies for a long time going back to requirements that we had in place for physical disaster or human error. And that's a great starting point for resilience capability. But that's all it is, is a starting point. Because the bad actors will, they also understand that you have those capabilities, and, and they've adapted to that. In every sophisticated attack that we see, the backup is a target. The bad actors want to take it out, or corrupt it, or do something else to that backup so that it's not available to you. That's not to say they're always successful, and it's still a good control to have in place because maybe it will survive. But you have to plan beyond that. So the capabilities that we talk about with resilience, let's harden that backup infrastructure. You've already got it in place. Let's use the capabilities that are there like immutability and other controls to make it more difficult for the bad actors to get to. But then as Andrew said, that gold copy, that critical systems, you need to protect that in something that's more secure, which commonly we, we might say a cyber vault. Although, there's a lot of different capabilities for cyber vaulting, some far better than others, and that's some of the things that we focus on. >> You know, it's interesting, but I've talked to a lot of CIOs about this, is prior to the pandemic, they, you know, had their, as you're pointing out, Jim, they had their DR strategy in place, but they felt like they weren't business resilient. And they realized that when we had the forced march to digital. So Andrew, are there solutions out there to help with this problem? Do you guys have an answer to this? >> Yeah, absolutely. So I'm glad you brought up resiliency. We, we take a position that to be cyber resilient, it includes operational resiliency. It includes understanding at the C level what the implication of an attack means, as we stated, and then, how to recover back into production. When you look at protecting that data, not only do you want to put it into what we call a vault, which is a Dell technology that is an offline immutable copy of your crown jewel data, but also how to recover it in real time. So DXC offers a, I don't want to call it a turnkey solution since we architect these specific to each client needs, right, when we look at what client data entails, their recovery point, objectives, recovery time objectives, what we call quality of the restoration. But when we architect these out, we look at not only how to protect the data, but how to alert and monitor for attacks in real time, how to understand what we should do when a breach is in progress, putting together with our security operations centers, a forensic and recovery plan and a runbook for the client, and then being able to cleanse and remediate so that we can get that data back into production. These are all services that DXC offers in conjunction with the Dell solution to protect, and recover, and keep bad actors out. And if we can't keep them out to ensure that we are back into production in short order. >> You know, this, this discussion we've been having about DR kind of versus resilience, and, and you were just talking about RPO and RTO. I mean, it used to be that a lot of firms wouldn't even test their recovery 'cause it was too risky. Or, you know, maybe they tested it on, you know, July 4th or something like that. But, but it, I'm inferring that's changed. I wonder if we could, you know, double click on recovery? How hard is it to, to, to test that recovery, and, and how quickly are you seeing organizations recover from attacks? >> So it depends, right, on the industry vertical, what kind of data. Again, a financial services client compared to a manufacturing client are going to be two separate conversations. We've seen it as quickly as being able to recover in six hours, in 12 hours. In some instances we have the grace period of a day to a couple of days. We do offer the ability to run scenarios once a quarter where we can stand up in our systems the production data that we are protecting to ensure that we have a good recoverable copy. But it depends on the client. >> I really like the emphasis here, Dave, that you're raising and that Andrew's talking about. It's not on the technology of how the data gets protected. It's focused on the recovery. That's all that we want to do. And so the solution with DXC really focuses on generating that recovery for customers. I think where people get a little bit twisted up on their testing capability is, you have to think about different scenarios. So there are scenarios where the attack might be small. It might be limited to a database or an application. It might be really broadly based like the NotPetya attacks from a few years ago. The regulatory environment, we call those attacks severe but plausible. So you can't necessarily test everything with the infrastructure, but you can test some things with the infrastructure. Others, you might sit around on a tabletop exercise or walk through what that looks like to really get that, that recovery kind of muscle, muscle memory so that people know what to do when those things occur. But the key to it, as Andrew said before, have to focus down, "What are those critical applications? What do we need, what's most important? What has to come back first?" And that really will go a long way towards having the right recovery points and recovery times from a cyber disaster. >> Yeah, makes sense. Understanding the value of that data is going to inform you how to, how to respond and how to prioritize. Andrew, one of the things that we hear a lot on theCube, especially lately, is around, you know, IOT, IIOT, Industry 4.0, the whole OT security piece of it. And the problem being that, you know, traditionally, operations technologies have been air gapped, often by design. But as businesses, increasingly they're driving initiatives like Industry 4.0, and they're connecting these OT systems to IT systems. They're, you know, driving efficiency, preventative maintenance, et cetera. So a lot of data flowing through the pipes, if you will. What are you seeing in terms of the threats to critical infrastructure and how should customers think about addressing these issues? >> Yeah, so bad actors, you know, can come in many forms. We've seen instances of social engineering. We've seen, you know, a USB stick dropped in a warehouse. That data that is flowing through the IoT device is as sensitive now as your core mainframe infrastructure data. So when you look at it from a protection standpoint, conceptually, it's not dissimilar from what we've been been talking about where you want to understand, again, what the most critical data is. Looking at IoT data and applications is no different than your core systems now, right? Depending on what your, your business is, right? So when, when we're looking at protecting these, yes, we want firewalls, yes, we want air gap solutions, yes, we want front end protection, but we're looking at it from a resiliency perspective. Putting that data, understanding what what data entails to put in the vault from an IoT perspective is just as critical as as it is for your core systems. >> Jim, anything you can add to this topic? >> Yeah, I think you hit on the, the key points there. Everything is interconnected. So even in the days where maybe people thought the OT systems weren't online, oftentimes the IT systems are talking to them, or controlling them, SCADA systems, or perhaps supporting them. Think back to the pipeline attack of last year. All the public testimony was that the OT systems didn't get attacked directly. But there was uncertainty around that, and the IT systems hadn't been secured. So that caused the OT systems to have to shut down. It certainly is a different recovery when you're shutting them down on your own versus being attacked, but the outcome was the same that the business couldn't operate. So you really have to take all of those into account. And I think that does go back to exactly what Andrew's saying, understanding your critical business services, and then the applications and data and other components that support those and drive those, and making sure those are protected. You understand them, you have the ability to recover them if necessary. >> So guys, I mean, you made the point. I mean, you're right. The adversary is highly capable. They're motivated 'cause the ROI is so, it's so lucrative. It's like this never ending battle that cybersecurity pros, you know, go through. It really is kind of frontline sort of technical heroes, if you will. And so, but sometimes it just feels daunting. Why are you optimistic about the future of, of cyber from the good guy's perspective? >> I think we're coming at the problem the right way, Dave. So that, that focus, I'm so pleased with the idea that we are planning that the systems aren't going to be hundred percent capable every single time, and let's figure that out, right? That's, that's real world stuff. So just as the bad actors continue to adapt and expand, so do we. And I think the differences there, the common criminals, it's getting harder and harder for them. The more sophisticated ones, they're tough to beat all the time. And of course, you've raised the question of some nation states and other activities. But there's a lot more information sharing. There's a lot more focus from the business side of the house and not just the IT side of the house that we need to figure these things out. >> Yeah, to, to add to that, I think furthering education for the client base is important. You, you brought up a point earlier. It used to be a boardroom conversation due to compliance reasons. Now, as we have been in the market for a while, we continue to mature the offerings. It's further education for not only the business itself, but for the IT systems and how they interconnect, and working together so that these systems can be protected and continue to be evolved and continue to be protected through multiple frameworks as opposed to seeing it as another check the box item that the board has to adhere to. >> All right, guys, we got to go. Thank you so much. Great conversation on a, on a really important topic. Keep up the good work. Appreciate it. >> Thanks Dan. >> Thank you. >> All right, and thank you for watching. Stay tuned for more excellent discussions around the partnership between Dell Technologies and DXC Technology. We're talking about solving real world problems, how this partnership has evolved over time, really meeting the changing enterprise landscape challenges. Keep it right there. (bright music) Okay, we hope you enjoyed the program and learned some things about cloud transformation and modernizing your business that will inspire you to action. Now if you want to learn more, go to the Dell DXC partner page shown here, or click on the URL in the description. Thanks for watching everybody and on behalf of our supporters, Dell and DXC, good luck. And as always, get in touch if we can be of any assistance. (bright music)

Published Date : Feb 14 2023

SUMMARY :

and help you achieve business outcomes. Thanks for having us. You really got to think about modernizing, in releasing of new things to the field. So Jay, my question to you is, and to drive, you know, the barriers to realizing value to deliver with the, you know, on the journey to the cloud. you know, unique value? I'd be happy to lead to kind of, you know, keep on your premise And I think, you know, you're right, Jay. Help us figure this out, Jim, here. that our partners bring to the table. Even predates, you know, the, the name DXC And, and the right approach Chime in here. the partners, you know, And, and you know, that just That's right. Thank you Dave. Jay, Jim, great to have you on. Great to be here. Nice to be here. that you have to do your manufacturing. add to what Todd just said? the downtime, you know, and the, the blockers, if you will? that they need to think about. they air gapped, you know, the systems. on the factory floor down to the edge. I know it varies, but what, you know, in that we're, you know, You got to have knowledge of So you know, it's a lot to simplify the move and the right level of security. that, you know, you're going to be, it's all of the solutions love to have you back. to be addressed in the coming year. What are you seeing from the front lines and have that ability to So Andrew, you know, I and that you can build out how to make it immutable and isolated, of last decade, you know, "Oh we need to do, you know, A, B and C to go after the backup corpus. for the bad actors to get to. they, you know, had their, and then being able to on, you know, July 4th We do offer the ability to But the key to it, as Andrew said before, to inform you how to, how to We've seen, you know, a USB So that caused the OT you know, go through. and not just the IT side of the house that the board has to adhere to. Thank you so much. that will inspire you to action.

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Driving Business Results with Cloud Transformation - Jay Dowling & Jim Miller


 

>> Hello and welcome to what is sure to be an insightful conversation about getting business results with cloud Transformation. My name is Dave Vellante, and I'm here with James Miller, Chief Technologist for cloud and Infrastructure Services and Jay Dowling, America's Sales Lead for cloud and Infrastructure Services, both with DXC Technology. Gentlemen, thanks for your time today, welcome to The Cube. >> Great, thanks for having us. >> Thank you, Dave, appreciate it. >> So let's get right into it. You know, I've talked to a lot of practitioners who've said, look, if you really want to drop zeros, like a lot of zeroes to the bottom line, you can't just lift and shift. You really got to think about modernizing, the application portfolio, you got to think about your business model, and really think about transforming your business, particularly the operating model. So my first question, Jim, is what role does the cloud play in modernization? >> Well there are really 3 aspects that the cloud plays in modernization. You mentioned multiple zeroes. One is cost optimization. And that can be achieved through business operations, through environmental, social, in governance. Also being more efficient with your IT investments. But that's not the only aspect. There's also agility and innovation. And that can be achieved through automation and productivity, speed to market for new features and functions, improvements in the customer experience, and the capability to metabolize a great deal more data in your environment. Which, the end result is an improvement in releasing of new things to the field. And finally, there's resilience. And I'm not really talking about IT resilience, but more of business resilience. To be able to handle operational risk, improve your securities and controls, deal with some of the talent gap that's in the industry, and also protect your brand reputation. So modernization is really about balancing these 3 aspects. Cost optimization, agility and innovation, and resilience. >> So, thank you for that, so, Jay, I got to ask you, the current climate, ever body's sort of concerned, and there's not great visibility on the macro. So, Jim mentioned cost optimization, that seems to be one of the top areas that customers are focused on. The two I hear a lot are, consolidating redundant vendors, and optimizing cloud costs. So that's, you know, top of mine today. I think everybody really, you know, understands the innovation and agility piece. At least at a high level, maybe realizing it is different. >> Sure >> And then the business resilience piece is really interesting, because, you know, prior to the pandemic, people, you know, they had a DR strategy, but they realized, wow my business may not be that resilient. So, Jay, my question to you is, what are you hearing when you talk to customers, what's the priority today? >> You know, the priority is an often overused term of digital transformation. You know, people want to get ready for next generation environments, customer experience, making sure they're improving, you know, how they engage with their clients, and what their branding is. What we find is a lot of clients don't have the underlying infrastructure in place today to get to where they want to get to. So cloud becomes an important element of that, but, you know, with DXC's philosophy, not everything necessarily needs to go to cloud to be cost optimized, for instance. In many cases you can run applications, you know, in your own data center, or on Pram or, in other environments, in the hybrid environment or multi cloud environment, and still be very optimized from a cost/spend standpoint. And also put yourself in position for modernization and be able to bring the things to the business that the clients are, you know their clients are looking for like the CMO and the CFO etc. trying to use IT as a leverage to drive business and to drive business acceleration and to drive profitability, frankly. So there's a lot of dependency on infrastructure, but there's a lot of elements to it and we advocate for, you know, there's not a single answer to that. We like to evaluate clients, environments, and work with them to get them to an optimal target operating model so that they can really deliver on what the promises are for their departments. >> So, lets talk about some of the barriers to realizing value in the context of modernization. We talked about cost optimization, agility, and resilience. But there's a business angle and there's a technical angle here. We already talked about people, process, and technology. Technology oftentimes CIO's will tell us 'Well that's the easy part. We'll figure that out.' Whether it's true or not; but I agree. People and process is sometimes the tough one. So Jay, why don't you start. What do you see as the barriers particularly from a business standpoint? I think people need to let their guard down and be open to the ideas that are out there in the market from the standards that are being built by Best in Class models. And there's many people who that have got on cloud juries have been very successful with it. There's others that have set high expectations with their business leaders that haven't necessarily met the goals that they need to meet, or maybe haven't met them as quickly as they promised. So there's a change management aspect that you need to look at with the environments. There's a skillset environment that they need to be prepared for. Do they have the people to deliver with the tools and the skills and the models that they're putting themselves in place for in the future versus where they are now. There's just a lot of different elements. It's not just that this price is better or this can operate better than one environment over the other. I think we like to try and look at things holistically and make sure that we're being as much of a consultative advocate for the client for where they want to go, what their destiny is and based on what we've learned with other clients and we can bring those best practices forward because we've worked across such a broad spectrum of clients versus them being somewhat contained and sometimes can't see outside of their own challenges, if you would. So they need advocacy to help bring them to the next level. And we like to translate that through technology advances which Jim is really good at doing for us. >> Yeah Jim, is the big barrier a skills issue? You know, bench strength? Are their other considerations from your perspective? >> We've identified a number of factors that inhibit success of customers. One is thinking it's only a technology change; in moving to cloud. When it's much broader than that. There are changes in governance, changes in process that need to take place. The other is evaluating the other cloud providers on their current pricing structure and performance. And we see pricing and structure changing dramatically every few months between the various cloud providers. And you have to be flexible enough to determine which providers you want; and it may not be feasible to just have a single cloud provider in this world. The other thing is a big bang approach to transformation. I want to move everything and I want to move it all at once. That's not necessarily the best approach. A well thought out cloud journey and strategy, and timing your investments are really important to maximizing your business return on the journey to the cloud. And finally, not engaging stakeholders early and continuously. You have to manage expectations in moving to cloud on what business factors will get affected, how you will achieve your costs savings, and how you will achieve the business impact over the journey and reporting out on that with very strict metrics to all of the stakeholders. >> You mentioned multi-cloud just then. On January 17th we had our Super Cloud 2 event. And Super Cloud is basically what multi-cloud should have been I like to say. So it's creating a common experience across clouds. You guys were talking about you know, there's different governance, different securities, different pricing. So, and one of the takeaways from this event and talking to customers and practitioners and technologists is you can't go it alone. So I wonder if you'd talk about your partnership strategy? What do partners bring to the table? What is DXC's unique value? >> I'd be happy to lead with that if you'd like. >> Great >> We've got a vast partner ecosystem at DXC, given the size and the history of the company. I use several examples. One of the larger partners in my particular space is Dell Technology. They're a great partner for us across many different areas of the business. It's not just storage and compute play anymore. They're on the edge. They've got intelligence in their networking devices now. And they've really brought a lot of value to us as a partner. You can look at Dell Technology as somebody that might have a victim effect because of all of the hyper-scaling activity and all of the cloud activity but they've really taken an outstanding attitude with this and said listen not all things are destined for cloud or not all things would operate better in a cloud environment. And they like to be apart of those discussions to see how they can, how we can bring a multi-cloud environment, both private and public to clients and let's look at the applications and the infrastructure and what's the best optimal running environment for us to be able to bring the greatest value to the business with speed, with security and the the things that they want to keep close to the business are often things that you want to keep on your premise or keep in your own data centers. So they're an ideal model of somebody that's resourced this well, partnered in this well in the market and we continue to grow that relationship day in and day out with those guys. And we really appreciate their support of our strategy and we like to also compliment their strategy and work together hand in hand in front of our clients. >> Yeah you know Jim, Matt Baker who's the Head of Strategic Planning at Dell talks about it's not zero-sum game and I think you're right Jay. I think initially people felt like oh wow, it is a zero-sum game but it's clearly not. And this idea of whether you call it Super Cloud or Uber Cloud or Multi Cloud, clearly Dell is headed in that direction. Look at some of their future projects, their narrative. I'm curious from a technology standpoint Jim, what your role is. Is it to make it all work? Is it to end to end? Wondering if you could help us understand that. >> Help us figure it out Jim, here. >> Glad to expand on that. Well, one of my key roles is developing our product roadmap for DXC offerings. And we do that roadmap in conjunction with our partners where we can leverage the innovation that our partners bring to the table and we often utilize engineering resources from our partners to help us jointly build those offerings that adapt to changes in the market and also adapt to many of our customer's changing needs overtime. So my primary role is to look at the market, talk to our customers, and work with our partners to develop a product roadmap for delivering DXC products and services to our clients so that they can get the return on investment on their technology journeys. >> You know, we've been working with these two firms for a while now; pre-dates the name DXC and that transformation. I'm curious as to what's, how you would respond to what's unique. You know you hear a lot about partnerships, you guys got a lot of competition. Dell has a lot of competition. What's specifically unique about this combination? >> I think- go ahead Jim >> I would say our unique approach is, we call it cloud right. And that approach is making the right investments, at the right time, and on the right platforms. And our partners play a key role in that. So we encourage our customers to not necessarily have a cloud first approach, but a cloud right approach where they place the workloads in the environment that is best suited from a technology perspective, a business perspective, and even a security and governance perspective. And the right approach might include main frame, it might include and on-premises infrastructure it could include private cloud, public cloud and SAS components all integrated together to deliver that value. >> Yeah Jay please. Let me tell you, this is a complicated situation for a lot of customers. But, chime in here. >> Yeah if you're speaking specifically to Dell here like, they also walk the talk right. They invest in DXC as a partnership. They put people on the ground. Their only purpose in life is to help DXC succeed with Dell, arm in arm, in front of clients. And it's not a winner take all thing at all. It's really a true partnership. They've brought solution resources. We have an account CTO, we've got executive sponsorship. We do regular QVR meetings. We have regular executive touch-point meetings. It's really important that you keep high level of intimacy with the clients, with the partners in the GSI community. And I've been with several GSI's and this is an exceptional example of true partnership and commitment to success with Dell Technology. I'm really extremely impressed on the engagement level that we've had there, and continue to show a lot of support both for them. And there's other OEM partners of course in the market. There's always going to be other technology solutions for certain clients, but this has been a particularly strong element for us and our partnership and our go-to-market strategy. >> Well I think too, just my observation is a lot of it is about trust. You guys have both earned the trust over the years. Ticking your arrows over decades, and that just doesn't happen overnight. Guys I appreciate it. Thanks for your time. It's all about getting Cloud Right, isn't it? >> That's right. Thank you Dave. Appreciate it very much. >> Thank you >> Jay, great to have you on. Keep it right there for more action on The CUBE. We'll be right back.

Published Date : Feb 9 2023

SUMMARY :

and I'm here with James Miller, You really got to think about and the capability to that seems to be one of the top areas So, Jay, my question to you is, bring the things to the business and be open to the ideas that on the journey to the cloud. and one of the takeaways I'd be happy to lead And they like to be apart Is it to end to end? and also adapt to many of as to what's, how you would And the right approach in here. and commitment to success earned the trust over Thank you Jay, great to have you

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Dave Jent, Indiana University and Aaron Neal, Indiana University | SuperComputing 22


 

(upbeat music) >> Welcome back. We're here at Supercomputing 22 in Dallas. My name's Paul Gill, I'm your host. With me, Dave Nicholson, my co-host. And one thing that struck me about this conference arriving here, was the number of universities that are exhibiting here. I mean, big, big exhibits from universities. Never seen that at a conference before. And one of those universities is Indiana University. Our two guests, Dave Jent, who's the AVP of Networks at Indiana University, Aaron Neal, Deputy CIO at Indiana University. Welcome, thanks for joining us. >> Thank you for having us. >> Thank you. >> I've always thought that the CIO job at a university has got to be the toughest CIO job there is, because you're managing this sprawling network, people are doing all kinds of different things on it. You've got to secure it. You've got to make it performant. And it just seems to be a big challenge. Talk about the network at Indiana University and what you have done particularly since the pandemic, how that has affected the architecture of your network. And what you do to maintain the levels of performance and security that you need. >> On the network side one of the things we've done is, kept in close contact with what the incoming students are looking for. It's a different environment than it was then 10 years ago when a student would come, maybe they had a phone, maybe they had one laptop. Today they're coming with multiple phones, multiple laptops, gaming devices. And the expectation that they have to come on a campus and plug all that stuff in causes lots of problems for us, in managing just the security aspect of it, the capacity, the IP space required to manage six, seven devices per student when you have 35,000 students on campus, has always been a challenge. And keeping ahead of that knowing what students are going to come in with, has been interesting. During the pandemic the campus was closed for a bit of time. What we found was our biggest challenge was keeping up with the number of people who wanted to VPN to campus. We had to buy additional VPN licenses so they could do their work, authenticate to the network. We doubled, maybe even tripled our our VPN license count. And that has settled down now that we're back on campus. But again, they came back with a vengeance. More gaming devices, more things to be connected, and into an environment that was a couple years old, that we hadn't done much with. We had gone through a pretty good size network deployment of new hardware to try to get ready for them. And it's worked well, but it's always challenging to keep up with students. >> Aaron, I want to ask you about security because that really is one of your key areas of focus. And you're collaborating with counties, local municipalities, as well as other educational institutions. How's your security strategy evolving in light of some of the vulnerabilities of VPNs that became obvious during the pandemic, and this kind of perfusion of new devices that that Dave was talking about? >> Yeah, so one of the things that we we did several years ago was establish what we call OmniSOC, which is a shared security operations center in collaboration with other institutions as well as research centers across the United States and in Indiana. And really what that is, is we took the lessons that we've learned and the capabilities that we've had within the institution and looked to partner with those key institutions to bring that data in-house, utilize our staff such that we can look for security threats and share that information across the the other institutions so that we can give each of those areas a heads up and work with those institutions to address any kind of vulnerabilities that might be out there. One of the other things that you mentioned is, we're partnering with Purdue in the Indiana Office of Technology on a grant to actually work with municipalities, county governments, to really assess their posture as it relates to security in those areas. It's a great opportunity for us to work together as institutions as well as work with the state in general to increase our posture as it relates to security. >> Dave, what brings IU to Supercomputing 2022? >> We've been here for a long time. And I think one of the things that we're always interested in is, what's next? What's new? There's so many, there's network vendors, software vendors, hardware vendors, high performance computing suppliers. What is out there that we're interested in? IU runs a large Cray system in Indiana called Big Red 200. And with any system you procure it, you get it running, you operate it, and your next goal is to upgrade it. And what's out there that we might be interested? That I think why we come to IU. We also like to showcase what we do at IU. If you come by the booth you'll see the OmniSOC, there's some video on that. The GlobalNOC, which I manage, which supports a lot of the RNE institutions in the country. We talk about that. Being able to have a place for people to come and see us. If you stand by the booth long enough people come and find you, and want to talk about a project they have, or a collaboration they'd like to partner with. We had a guy come by a while ago wanting a job. Those are all good things having a big booth can do for you. >> Well, so on that subject, in each of your areas of expertise and your purview are you kind of interleaved with the academic side of things on campus? Do you include students? I mean, I would think it would be a great source of cheap labor for you at least. Or is there kind of a wall between what you guys are responsible for and what students? >> Absolutely we try to support faculty and students as much as we can. And just to go back a little bit on the OmniSOC discussion. One of the things that we provide is internships for each of the universities that we work with. They have to sponsor at least three students every year and make that financial commitment. We bring them on site for three weeks. They learn us alongside the other analysts, information security analysts and work in a real world environment and gain those skills to be able to go back to their institutions and do an additional work there. So it's a great program for us to work with students. I think the other thing that we do is we provide obviously the infrastructure that enable our faculty members to do the research that they need to do. Whether that's through Big Red 200, our Supercomputer or just kind of the everyday infrastructure that allows them to do what they need to do. We have an environment on premise called our Intelligent Infrastructure, that we provide managed access to hardware and storage resources in a way that we know it's secure and they can utilize that environment to do virtually anything that they need in a server environment. >> Dave, I want to get back to the GigaPOP, which you mentioned earlier you're the managing director of the Indiana GigaPOP. What exactly is it? >> Well, the GigaPOP and there are a number of GigaPOP around the country. It was really the aggregation facility for Indiana and all of the universities in Indiana to connect to outside resources. GigaPOP has connections to internet too, the commodity internet, Esnet, the Big Ten or the BTAA a network in Chicago. It's a way for all universities in Indiana to connect to a single source to allow them to connect nationally to research organizations. >> And what are the benefits of having this collaboration of university. >> If you could think of a researcher at Indiana wants to do something with a researcher in Wisconsin, they both connect to their research networks in Wisconsin and Indiana, and they have essentially direct connection. There's no commodity internet, there's no throttling of of capacity. Both networks and the interconnects because we use internet too, are essentially UNT throttled access for the researchers to do anything they need to do. It's secure, it's fast, easy to use, in fact, so easy they don't even know that they're using it. It just we manage the networks and organize the networks in a way configure them that's the path of least resistance and that's the path traffic will take. And that's nationally. There are lots of these that are interconnected in various ways. I do want to get back to the labor point, just for a moment. (laughs) Because... >> You're here to claim you're not violating any labor laws. Is that what you're going to be? >> I'm here to hopefully hire, get more people to be interested to coming to IU. >> Stop by the booth. >> It's a great place to work. >> Exactly. >> We hire lots of interns and in the network space hiring really experienced network engineers, really hard to do, hard to attract people. And these days when you can work from anywhere, you don't have to be any place to work for anybody. We try to attract as many students as we can. And really we're exposing 'em to an environment that exists in very few places. Tens of thousands of wireless access points, big fast networks, interconnections and national international networks. We support the Noah network which supports satellite systems and secure traffic. It really is a very unique experience and you can come to IU, spend lots of years there and never see the same thing twice. We think we have an environment that's really a good way for people to come out of college, graduate school, work for some number of years and hopefully stay at IU, but if not, leave and get a good job and talk well about IU. In fact, the wireless network today here at SC was installed and is managed by a person who manages our campus network wireless, James Dickerson. That's the kind of opportunity we can provide people at IU. >> Aaron, I'd like to ask, you hear a lot about everything moving to the cloud these days, but in the HPC world I don't think that move is happening as quickly as it is in some areas. In fact, there's a good argument some workloads should never move to the cloud. You're having to balance these decisions. Where are you on the thinking of what belongs in the data center and what belongs in the cloud? >> I think our approach has really been specific to what the needs are. As an institution, we've not pushed all our chips in on the cloud, whether it be for high performance computing or otherwise. It's really looking at what the specific need is and addressing it with the proper solution. We made an investment several years ago in a data center internally, and we're leveraging that through the intelligent infrastructure that I spoke about. But really it's addressing what the specific need is and finding the specific solution, rather than going all in in one direction or another. I dunno if Jet Stream is something that you would like to bring up as well. >> By having our own data center and having our own facilities we're able to compete for NSF grants and work on projects that provide shared resources for the research community. Just dream is a project that does that. Without a data center and without the ability to work on large projects, we don't have any of that. If you don't have that then you're dependent on someone else. We like to say that, what we are proud of is the people come to IU and ask us if they can partner on our projects. Without a data center and those resources we are the ones who have to go out and say can we partner on your project? We'd like to be the leaders of that in that space. >> I wanted to kind of double click on something you mentioned. Couple of things. Historically IU has been I'm sure closely associated with Chicago. You think of what are students thinking of doing when they graduate? Maybe they're going to go home, but the sort of center of gravity it's like Chicago. You mentioned talking about, especially post pandemic, the idea that you can live anywhere. Not everybody wants to live in Manhattan or Santa Clara. And of course, technology over decades has given us the ability to do things remotely and IU is plugged into the globe, doesn't matter where you are. But have you seen either during or post pandemic 'cause we're really in the early stages of this. Are you seeing that? Are you seeing people say, Hey, thinking about their family, where do I want to live? Where do I want to raise my family? I'm in academia and no, I don't want to live in Manhattan. Hey, we can go to IU and we're plugged into the globe. And then students in California we see this, there's some schools on the central coast where people loved living there when they were in college but there was no economic opportunity there. Are you seeing a shift, are basically houses in Bloomington becoming unaffordable because people are saying, you know what, I'm going to stay here. What does that look like? >> I mean, for our group there are a lot of people who do work from home, have chosen to stay in Bloomington. We have had some people who for various reasons want to leave. We want to retain them, so we allow them to work remotely. And that has turned into a tool for recruiting. The kid that graduates from Caltech. Doesn't want to stay in Caltech in California, we have an opportunity now he can move to wherever between here and there and we can hire him do work. We love to have people come to Indiana. We think it is a unique experience, Bloomington, Indianapolis are great places. But I think the reality is, we're not going to get everybody to come live, be a Hoosier, how do we get them to come and work at IU? In some ways disappointing when we don't have buildings full of people, but 40 paying Zoom or teams window, not kind the same thing. But I think this is what we're going to have to figure out, how do we make this kind of environment work. >> Last question here, give you a chance to put in a plug for Indiana University. For those those data scientists those researchers who may be open to working somewhere else, why would they come to Indiana University? What's different about what you do from what every other academic institution does, Aaron? >> Yeah, I think a lot of what we just talked about today in terms of from a network's perspective, that were plugged in globally. I think if you look beyond the networks I think there are tremendous opportunities for folks to come to Bloomington and experience some bleeding edge technology and to work with some very talented people. I've been amazed, I've been at IU for 20 years and as I look at our peers across higher ed, well, I don't want to say they're not doing as well I do want brag at how well we're doing in terms of organizationally addressing things like security in a centralized way that really puts us in a better position. We're just doing a lot of things that I think some of our peers are catching up to and have been catching up to over the last 10, 12 years. >> And I think to sure scale of IU goes unnoticed at times. IU has the largest medical school in the country. One of the largest nursing schools in the country. And people just kind of overlook some of that. Maybe we need to do a better job of talking about it. But for those who are aware there are a lot of opportunities in life sciences, healthcare, the social sciences. IU has the largest logistics program in the world. We teach more languages than anybody else in the world. The varying kinds of things you can get involved with at IU including networks, I think pretty unparalleled. >> Well, making the case for high performance computing in the Hoosier State. Aaron, Dave, thanks very much for joining you making a great case. >> Thank you. >> Thank you. >> We'll be back right after this short message. This is theCUBE. (upbeat music)

Published Date : Nov 16 2022

SUMMARY :

that are exhibiting here. and security that you need. of the things we've done is, in light of some of the and looked to partner with We also like to showcase what we do at IU. of cheap labor for you at least. that they need to do. of the Indiana GigaPOP. and all of the universities in Indiana And what are the benefits and that's the path traffic will take. You're here to claim you're get more people to be and in the network space but in the HPC world I and finding the specific solution, the people come to IU and IU is plugged into the globe, We love to have people come to Indiana. open to working somewhere else, and to work with some And I think to sure scale in the Hoosier State. This is theCUBE.

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Dr. Dan Duffy and Dr. Bill Putman | SuperComputing 22


 

>>Hello >>Everyone and welcome back to Dallas where we're live from, Super computing. My name is Savannah Peterson, joined with my co-host David, and we have a rocket of a show for you this afternoon. The doctors are in the house and we are joined by nasa, ladies and gentlemen. So excited. Please welcome Dr. Dan Duffy and Dr. Bill Putman. Thank you so much for being here, guys. I know this is kind of last minute. How's it to be on the show floor? What's it like being NASA here? >>What's exciting? We haven't, we haven't been here for three years, so this is actually really exciting to come back and see everybody, to see the showroom floor, see the innovations that have happened over the last three years. It's pretty exciting. >>Yeah, it's great. And, and so, because your jobs are so cool, and I don't wanna even remotely give even too little of the picture or, or not do it justice, could you give the audience a little bit of background on what you do as I think you have one of the coolest jobs ever. YouTube bill. >>I, I appreciate that. I, I, I run high Performance Computing Center at NASA Goddard for science. It's high performance information technology. So we do everything from networking to security, to high performance computing, to data sciences, artificial intelligence and machine learning is huge for us now. Yeah, large amounts of data, big data sets, but we also do scientific visualizations and then cloud and commercial cloud computing, as well as on premises cloud computing. And quite frankly, we support a lot of what Bill and his team does. >>Bill, why don't you tell us what your team >>Does? Yeah, so I'm a, I'm an earth scientist. I work as the associate chief at the global modeling assimilation office. And our job is to really, you know, maximize the use of all the observations that NASA takes from space and build that into a coherent, consistent physical system of the earth. Right? And we're focused on utilizing the HC that, that Dan and the folks at the nccs provide to us, to the best of our abilities to integrate those observations, you know, on time scales from hours, days to, to seasonal to to monthly time scales. That's, that's the essence of our focus at the GMA o >>Casual modeling, all of NASA's earth data. That, that in itself as a sentence is pretty wild. I imagine you're dealing with a ton of data. >>Oh, massive amounts of data. Yes, >>Probably, I mean, as much as one probably could, now that I'm thinking about it. I mean, and especially with how far things have to travel. Bill, sticking with you, just to open us up, what technology here excites you the most about the future and that will make your job easier? Let's put it that way. >>To me, it's the accelerator technologies, right? So there's the limited, the limiting factor for, for us as scientists is how fast we can get an answer. And if we can get our answer faster through accelerated technologies, you know, with the support of the, of the nccs and the computing centers, but also the software engineers enabling that for us, then we can do more, right. And push the questions even further, you know, so once we've gotten fast enough to do what we want to do, there's always something next that we wanna look for. So, >>I mean, at nasa you have to exercise such patience, whether that be data, coming back, images from a rover, doesn't matter what it is. Sometimes there's a lot of time, days, hours, years, depending on the situation. Right? I really, I really admire that. What about you, Dan? What's got you really excited about the future here? So >>Bill talked about the, the accelerated technology, which is absolutely true and, and, and is needed to get us not to only to the point where we have the compute resources to do the simulations that Bill wants to do, and also do it in a energy efficient way. But it's really the software frameworks that go around that and the software frameworks, the technology that dealing with how to use those in an energy efficient and and most efficient way is extremely important. And that's some of the, you know, that's what I'm really here to try to understand better about is how can I support these scientists with not just the hardware, but the software frameworks by which they can be successful. >>Yeah. We've, we've had a lot of kind of philosophical discussion about this, the difference between the quantitative increases in power in computing that we're seeing versus the question of whether or not we need truly qualitative changes moving forward. Where do you see the limits of, of, of, you know, if you, if you're looking at the ability to gather more data and process more data more quickly, what you can do with that data changes when you're getting updates every second versus every month seems pretty obvious. Is there a, is there, but is there, is there a near term target that you have specifically where once you reach that target, if you weren't thinking ahead of that target, you'd kind of be going, Okay, well we solved that problem, we're getting the data in so fast that you can, you can ask me, what is the temperature in this area? And you can go, Oh, well, huh, an hour ago the data said this. Beyond that, do you need a qualitative change in our ability to process information and tease insight into out of chaos? Or do you just need more quantity to be able to get to the point where you can do things like predict weather six months in advance? What are, what are your thoughts on that? Yeah, >>It's an interesting question, right? And, and you ended it with predicting whether six months in advance, and actually I was thinking the other way, right? I was thinking going to finer and finer scales and shorter time scales when you talk about having data more frequently, right? So one of the things that I'm excited about as a modeler is going to hire resolution and representing smaller scale processes at nasa, we're, we're interested in observations that are global. So our models are global and we'd like to push those to as fine a resolution as possible to do things like severe storm predictions and so forth. So the faster we can get the data, the more data we can have, and that area would improve our ability to do that as well. So, >>And your background is in meteorology, right? >>Yes, I'm a meteorologist. >>Excellent. Okay. Yeah, yeah, >>Yeah. So, so I have to ask a question, and I'm sure all the audience cares about this. And I went through this when I was talking about the ghost satellites as well. What, what is it about weather that makes it so hard to predict? >>Oh, it's the classic chaos problem. The, the butterfly effects problem, and it's just true. You know, you always hear the story of a butterfly in Africa flaps, its rings and wings, and the weather changes in, in New York City, and it's just, computers are an excellent example of that, right? So we have a model of the earth, we can run it two times in a row and get the exact same answer, but if we flip a bit somewhere, then the answer changes 10 days later significantly. So it's a, it's a really interesting problem. So, >>Yeah. So do you have any issue with the fact that your colleague believes that butterflies are responsible for weather? No, I does that, does that, is it responsible for climate? Does that bother you at all? >>No, it doesn't. As a matter of fact, they actually run those butterfly like experi experiments within the systems where they do actually flip some bits and see what the uncertainties are that happen out 7, 8, 9 days out in advance to understand exactly what he's saying, to understand the uncertainties, but also the sensitivity with respect to the observations that they're taking. So >>Yeah, it's fascinating. It is. >>That is fascinating. Sticking with you for a second, Dan. So you're at the Center for Climate Simulation. Is that the center that's gonna help us navigate what happens over the next decade? >>Okay, so I, no one center is gonna help us navigate what's gonna happen over the next decade or the next 50 or a hundred years, right. It's gonna be everybody together. And I think NASA's role in that is really to pioneer the, the, the models that that bill and others are doing to understand what's gonna happen in not just the seasonal sub, but we also work with G, which is the God Institute for Space Studies. Yeah. Which does the decatal and, and the century long studies. Our, our job is to really help that research, understand what's happening with the client, but then feed that back into what observations we need to make next in order to better understand and better quantify the risks that we have to better quantify the mitigations that we can make to understand how and, and, and affect how the climate is gonna go for the future. So that's really what we trying to do. We're trying to do that research to understand the climate, understand what mitigations we can have, but also feedback into what observations we can make for the future. >>Yeah. And and what's the partnership ecosystem around that? You mentioned that it's gonna take all of us, I assume you work with a lot of >>Partners, Probably both of you. I mean, obviously the, the, the federal agencies work huge amounts together. Nasa, Noah is our huge partnerships. Sgs, a huge partnerships doe we've talked to doe several times this, so this, this this week already. So there's huge partnerships that go across the federal agency. We, we work also with Europeans as much as we can given the, the, the, you know, sort of the barriers of the countries and the financials. But we do collaborate as much as we can with, And the nice thing about NASA, I would say is the, all the observations that we take are public, they're paid for by the public. They're public, everybody can down them, anybody can down around the world. So that's also, and they're global measurements as Bill said, they're not just regional. >>Do you have, do you have specific, when you think about improving your ability to gain insights from data that that's being gathered? Yeah. Do you set out specific milestones that you're looking for? Like, you know, I hope by June of next year we will have achieved a place where we are able to accomplish X. Yeah. Do you, do you, Yeah. Bill, do you put, what, >>What milestones do we have here? So, yeah, I mean, do you have >>Yeah. Are, are you, are you sort of kept track of that way? Do you think of things like that? Like very specific things? Or is it just so fluid that as long as you're making progress towards the future, you feel okay? >>No, I would say we absolutely have milestones that we like to keep in track, especially from the modeling side of things, right? So whether it's observations that exist now that we want to use in our system, milestones to getting those observations integrated in, but also thinking even further ahead to the observations that we don't have yet. So we can use the models that we have today to simulate those kind of observations that we might want in the future that can help us do things that we can do right now. So those missions are, are aided by the work that we do at the GBO and, and the nccs, but, >>Okay, so if we, if we extrapolate really to the, to the what if future is really trying to understand the entire earth system as best as we can. So all the observations coming in, like you said, in in near real time, feeding that into an earth system model and to be able to predict short term, midterm or even long term predictions with, with some degree of certainty. And that may be things like climate change or it may be even more important, shorter term effects of, of severe weather. Yeah. Which is very important. And so we are trying to work towards that high resolution, immediate impact model that we can, that we can, you know, really share with the world and share those results as best, as best we can. >>Yeah. I, I have a quick, I have a quick follow up on that. I I bet we both did. >>So, so if you think about AI and ml, artificial intelligence and machine learning, something that, you know, people, people talk about a lot. Yeah. There's the concept of teaching a machine to go look for things, call it machine learning. A lot of it's machine teaching we're saying, you know, hit, you know, hit the rack on this side with a stick or the other side with the stick to get it to, to kind of go back and forth. Do you think that humans will be able to guide these systems moving forward enough to tease out the insights that we want? Or do you think we're gonna have to rely on what people think of as artificial intelligence to be able to go in with this massive amount of information with an almost infinite amount of variables and have the AI figure out that, you know what, it was the butterfly, It really was the butterfly. We all did models with it, but, but you understand the nuance that I'm saying. It's like we, we, we think we know what all the variables are and that it's chaotic because there's so many variables and there's so much data, but maybe there's something we're not taking into >>A account. Yeah, I I, I'm, I'm, I'm sure that's absolutely the case. And I'll, I'll start and let Bill, Bill jump in here. Yeah, there's a lot of nuances with a aiml. And so the, the, the, the real approach to get to where we want to be with this earth system model approach is a combination of both AI ML train models as best as we can and as unbiased way as we can. And there's a, there's a big conversation we have around that, but also with a physics or physical based model as well, Those two combined with the humans or the experts in the loop, we're not just gonna ask the artificial intelligence to predict anything and everything. The experts need to be in the loop to guide the training in as best as we, as, as we can in an unbiased, equitable way, but also interpret the results and not just give over to the ai. But that's the combination of that earth system model that we really wanna see. The future's a combination of AI l with physics based, >>But there's, there's a, there's an obvious place for a AI and ML in the modeling world that is in the parameterizations of the estimations that we have to do in our systems, right? So when we think about the earth system and modeling the earth system, there are many things like the equations of motions and thermodynamics that have fixed equations that we know how to solve on a computer. But there's a lot of things that happen physically in the atmosphere that we don't have equations for, and we have to estimate them. And machine learning through the use of high resolution models or observations in training the models to understand and, and represent that, yeah, that that's the place where it's really useful >>For us. There's so many factors, but >>We have to, but we have to make sure that we have the physics in that machine learning in those, in those training. So physics informed training isn't very important. So we're not just gonna go and let a model go off and do whatever it wants. It has to be constrained within physical constraints that the, that the experts know. >>Yeah. And with the wild amount of variables that affect our, our earth, quite frankly. Yeah, yeah. Which is geez. Which is insane. My god. So what's, what, what technology or what advancement needs to happen for your jobs to get easier, faster for our ability to predict to be even more successful than it is currently? >>You know, I think for me, the vision that I have for the future is that at some point, you know, all data is centrally located, essentially shared. We have our applications are then services that sit around all that data. I don't have to sit as a user and worry about, oh, is this all this data in place before I run my application? It's already there, it's already ready for me. My service is prepared and I just launch it out on that service. But that coupled with the performance that I need to get the result that I want in time. And I don't know when that's gonna happen, but at some point it might, you know, I don't know rooting for you, but that's, >>So there are, there are a lot of technologies we can talk about. What I'd like to mention is, is open science. So NASA is really trying to make a push and transformation towards open science. 2023 is gonna be the year of open science for nasa. And what does that mean? It means a lot of what Bill just said is that we have equity and fairness and accessibility and you can find the data, it's findability, it's fair data, you know, a fair findability accessibility reproducibility, and I forget what the eye stands for, but these are, these are tools and, and, and things that we need to, as, as a computing centers and including all the HC centers here, as well as the scientists need to support, to be as transparent as possible with the data sets and the, and the research that we're doing. And that's where I think is gonna be the best thing is if we can get this data out there that anybody can use in an equitable way and as transparent as possible, that's gonna eliminate, in my opinion, the bias over time because mistakes will be found and mistakes will be corrected over time. >>I love that. Yeah. The open source science end of this. No, it's great. And the more people that have access people I find in the academic world, especially people don't know what's going on in the private sector and vice versa. And so I love that you just brought that up. Closing question for you, because I suspect there might be some members of our audience who maybe have fantasized about working at nasa. You've both been working there for over a decade. Is it as cool as we all think of it? It is on the outside. >>I mean, it's, it's definitely pretty cool. >>You don't have to be modest about it, you know, >>I mean, just being at Goddard and being at the center where they build the James web web telescope and you can go to that clean room and see it, it's just fascinating. So it, it's really an amazing opportunity. >>Yeah. So NASA Goddard as a, as a center has, you know, information technologist, It has engineers, it has scientists, it has support staff, support team members. We have built more things, more instruments that have flown in this space than any other place in the world. The James Lab, we were part of that, part of a huge group of people that worked on James. We and James, we came through and was assembled in our, our, our clean room. It's one of the biggest clean rooms in, in, in the world. And we all took opportunities to go over and take selfies with this as they put those loveness mirrors on them. Yeah, it was awesome. It was amazing. And to see what the James we has done in such a short amount of time, the successes that they've gone through is just incredible. Now, I'm not a, I'm not a part of the James web team, but to be a, to be at the same center, to to listen to scientists like Bill talk about their work, to listen to scientists that, that talk about James, we, that's what's inspiring. And, and we get that all the time. >>And to have the opportunity to work with the astronauts that service the, the Hubble Telescope, you know, these things are, >>That's literally giving me goosebumps right now. I'm sitting over >>Here just, just an amazing opportunity. And woo. >>Well, Dan, Bill, thank you both so much for being on the show. I know it was a bit last minute, but I can guarantee we all got a lot out of it. David and I both, I know I speak for us in the whole cube audience, so thank you. We'll have you, anytime you wanna come talk science on the cube. Thank you all for tuning into our supercomputing footage here, live in Dallas. My name is Savannah Peterson. I feel cooler having sat next to these two gentlemen for the last 15 minutes and I hope you did too. We'll see you again soon.

Published Date : Nov 16 2022

SUMMARY :

The doctors are in the house and we are joined by We haven't, we haven't been here for three years, so this is actually really could you give the audience a little bit of background on what you do as I think you And quite frankly, we support a lot of what Bill and his And our job is to really, you know, maximize the use of all the observations I imagine you're dealing with a ton of data. Oh, massive amounts of data. what technology here excites you the most about the future and that will make your job easier? And push the questions even further, you know, I mean, at nasa you have to exercise such patience, whether that be data, coming back, images from a rover, And that's some of the, you know, be able to get to the point where you can do things like predict weather six months in advance? So the faster we can get the data, the more data we can have, and that area would improve our ability And I went through this when I was talking about the ghost satellites So we have a model of the earth, we can run it two times Does that bother you at all? what he's saying, to understand the uncertainties, but also the sensitivity with respect to the observations that they're taking. Yeah, it's fascinating. Is that the center that's gonna help us navigate what happens over the next decade? just the seasonal sub, but we also work with G, which is the God Institute for I assume you work with a lot of the, the, you know, sort of the barriers of the countries and the financials. Like, you know, I hope by Do you think of things like that? So we can use the models that we have today to simulate those kind of observations that we can, that we can, you know, really share with the world and share those results as best, I I bet we both did. We all did models with it, but, but you understand the nuance that I'm saying. And there's a, there's a big conversation we have around that, but also with a physics or physical based model as is in the parameterizations of the estimations that we have to do in our systems, right? There's so many factors, but We have to, but we have to make sure that we have the physics in that machine learning in those, in those training. to get easier, faster for our ability to predict to be even more successful you know, I don't know rooting for you, but that's, it's findability, it's fair data, you know, a fair findability accessibility reproducibility, And so I love that you just brought telescope and you can go to that clean room and see it, it's just fascinating. And to see what the James we has done in such a short amount of time, the successes that they've gone through is I'm sitting over And woo. next to these two gentlemen for the last 15 minutes and I hope you did too.

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Drew Nielsen, Teleport | KubeCon + CloudNativeCon NA 2022


 

>>Good afternoon, friends. My name is Savannah Peterson here in the Cube Studios live from Detroit, Michigan, where we're at Cuban and Cloud Native Foundation, Cloud Native Con all week. Our last interview of the day served me a real treat and one that I wasn't expecting. It turns out that I am in the presence of two caddies. It's a literal episode of Caddy Shack up here on Cube. John Furrier. I don't think the audience knows that you were a caddy. Tell us about your caddy days. >>I used to caddy when I was a kid at the local country club every weekend. This is amazing. Double loops every weekend. Make some bang, two bags on each shoulder. Caddying for the members where you're going. Now I'm >>On show. Just, just really impressive >>Now. Now I'm caddying for the cube where I caddy all this great content out to the audience. >>He's carrying the story of emerging brands and established companies on their cloud journey. I love it. John, well played. I don't wanna waste any more of this really wonderful individual's time, but since we now have a new trend of talking about everyone's Twitter handle here on the cube, this may be my favorite one of the day, if not Q4 so far. Drew, not reply. AKA Drew ne Drew Nielsen, excuse me, there is here with us from Teleport. Drew, thanks so much for being here. >>Oh, thanks for having me. It's great to be here. >>And so you were a caddy on a whole different level. Can you tell us >>About that? Yeah, so I was in university and I got tired after two years and didn't have a car in LA and met a pro golfer at a golf course and took two years off and traveled around caddying for him and tried to get 'em through Q School. >>This is, this is fantastic. So if you're in school and your parents are telling you to continue going to school, know that you can drop out and be a caddy and still be a very successful television personality. Like both of the gentlemen at some point. >>Well, I never said my parents like >>That decision, but we'll keep our day jobs. Yeah, exactly. And one of them is Cloud Native Security. The hottest topic here at the show. Yep. I want to get into it. You guys are doing some really cool things. Are we? We hear Zero Trust, you know, ransomware and we even, I even talked with the CEO of Dockets morning about container security issues. Sure. There's a lot going on. So you guys are in the middle of teleport. You guys have a unique solution. Tell us what you guys got going on. What do you guys do? What's the solution and what's the problem you solve? >>So Teleport is the first and only identity native infrastructure access solution in the market. So breaking that down, what that really means is identity native being the combination of secret list, getting rid of passwords, Pam Vaults, Key Vaults, Yeah. Passwords written down. Basically the number one source of breach. And 50 to 80% of breaches, depending on whose numbers you want to believe are how organizations get hacked. >>But it's not password 1 23 isn't protecting >>Cisco >>Right >>Now. Well, if you think about when you're securing infrastructure and the second component being zero trust, which assumes the network is completely insecure, right? But everything is validated. Resource to resource security is validated, You know, it assumes work from anywhere. It assumes the security comes back to that resource. And we take the combination of those two into identity, native access where we cryptographically ev, validate identity, but more importantly, we make an absolutely frictionless experience. So engineers can access infrastructure from anywhere at any time. >>I'm just flashing on my roommates, checking their little code, changing Bob login, you know, dongle essentially, and how frustrating that always was. I mean, talk about interrupting workflow was something that's obviously necessary, but >>Well, I mean, talk about frustration if I'm an engineer. Yeah, absolutely. You know, back in the day when you had these three tier monolithic applications, it was kind of simple. But now as you've got modern application development environments Yeah, multi-cloud, hybrid cloud, whatever marketing term around how you talk about this, expanding sort of disparate infrastructure. Engineers are sitting there going from system to system to machine to database to application. I mean, not even a conversation on Kubernetes yet. Yeah. And it's just, you know, every time you pull an engineer or a developer to go to a vault to pull something out, you're pulling them out for 10 minutes. Now, applications today have hundreds of systems, hundreds of microservices. I mean 30 of these a day and nine minutes, 270 minutes times 60. And they also >>Do the math. Well, there's not only that, there's also the breach from manual error. I forgot to change the password. What is that password? I left it open, I left it on >>Cognitive load. >>I mean, it's the manual piece. But even think about it, TR security has to be transparent and engineers are really smart people. And I've talked to a number of organizations who are like, yeah, we've tried to implement security solutions and they fail. Why? They're too disruptive. They're not transparent. And engineers will work their way around them. They'll write it down, they'll do a workaround, they'll backdoor it something. >>All right. So talk about how it works. But I, I mean, I'm getting the big picture here. I love this. Breaking down the silos, making engineers lives easier, more productive. Clearly the theme, everyone they want, they be gonna need. Whoever does that will win it all. How's it work? I mean, you deploying something, is it code, is it in line? It's, >>It's two binaries that you download and really it starts with the core being the identity native access proxy. Okay. So that proxy, I mean, if you look at like the zero trust principles, it all starts with a proxy. Everything connects into that proxy where all the access is gated, it's validated. And you know, from there we have an authorization engine. So we will be the single source of truth for all access across your entire infrastructure. So we bring machines, engineers, databases, applications, Kubernetes, Linux, Windows, we don't care. And we basically take that into a single architecture and single access platform that essentially secures your entire infrastructure. But more importantly, you can do audit. So for all of the organizations that are dealing with FedRAMP, pci, hipaa, we have a complete audit trail down to a YouTube style playback. >>Oh, interesting. We're we're California and ccpa. >>Oh, gdpr. >>Yeah, exactly. It, it, it's, it's a whole shebang. So I, I love, and John, maybe you've heard this term a lot more than I have, but identity native is relatively new to me as as a term. And I suspect you have a very distinct way of defining identity. How do you guys define identity internally? >>So identity is something that is cryptographically validated. It is something you have. So it's not enough. If you look at, you know, credentials today, everyone's like, Oh, I log into my computer, but that's my identity. No, it's not. Right. Those are attributes. Those are something that is secret for a period of time until you write it down. But I can't change my fingerprint. Right. And now I >>Was just >>Thinking of, well no, perfect case in point with touch ID on your meth there. Yeah. It's like when we deliver that cryptographically validated identity, we use these secure modules in like modern laptops or servers. Yeah. To store that identity so that even if you're sitting in front of your computer, you can't get to it. But more importantly, if somebody were to take that and try to be you and try to log in with your fingerprint, it's >>Not, I'm not gonna lie, I love the apple finger thing, you know, it's like, you know, space recognition, like it's really awesome. >>It save me a lot of time. I mean, even when you go through customs and they do the face scan now it actually knows who you are, which is pretty wild in the last time you wanna provide ones. But it just shifted over like maybe three months ago. Well, >>As long as no one chops your finger off like they do in the James Bond movies. >>I mean, we try and keep it a light and fluffy here on the queue, but you know, do a finger teams, we can talk about that >>Too. >>Gabby, I was thinking more minority report, >>But you >>Knows that's exactly what I, what I think of >>Hit that one outta bounds. So I gotta ask, because you said you're targeting engineers, not IT departments. What's, is that, because I in your mind it is now the engineers or what's the, is always the solution more >>Targeted? Well, if you really look at who's dealing with infrastructure on a day-to-day basis, those are DevOps individuals. Those are infrastructure teams, Those are site reliability engineering. And when it, they're the ones who are not only managing the infrastructure, but they're also dealing with the code on it and everything else. And for us, that is who is our primary customer and that's who's doing >>It. What's the biggest problem that you're solving in this use case? Because you guys are nailing it. What's the problem that your identity native solution solves? >>You know, right out of the backs we remove the number one source of breach. And that is taking passwords, secrets and, and keys off the board. That deals with most of the problem right there. But there are really two problems that organizations face. One is scaling. So as you scale, you get more secrets, you get more keys, you get all these things that is all increasing your attack vector in real time. Oh >>Yeah. Across teams locations. I can't even >>Take your pick. Yeah, it's across clouds, right? Any of it >>On-prem doesn't. >>Yeah. Any of it. We, and we allow you to scale, but do it securely and the security is transparent and your engineers will absolutely love it. What's the most important thing about this product Engineers. Absolutely. >>What are they saying? What are some of those examples? Anecdotally, pull boats out from engineering. >>You're too, we should have invent, we should have invented this ourselves. Or you know, we have run into a lot of customers who have tried to home brew this and they're like, you know, we spend an in nor not of hours on it >>And IT or they got legacy from like Microsoft or other solutions. >>Sure, yeah. Any, but a lot of 'em is just like, I wish I had done it myself. Or you know, this is what security should be. >>It makes so much sense and it gives that the team such a peace of mind. I mean, you never know when a breach is gonna come, especially >>It's peace of mind. But I think for engineers, a lot of times it deals with the security problem. Yeah. Takes it off the table so they can do their jobs. Yeah. With zero friction. Yeah. And you know, it's all about speed. It's all about velocity. You know, go fast, go fast, go fast. And that's what we enable >>Some of the benefits to them is they get to save time, focus more on, on task that they need to work on. >>Exactly. >>And get the >>Job done. And on top of it, they answer the audit and compliance mail every time it comes. >>Yeah. Why are people huge? Honestly, why are people doing this? Because, I mean, identity is just such an hard nut to crack. Everyone's got their silos, Vendors having clouds have 'em. Identity is the most fragmented thing on >>The planet. And it has been fragmented ever since my first RSA conference. >>I know. So will we ever get this do over? Is there a driver? Is there a market force? Is this the time? >>I think the move to modern applications and to multi-cloud is driving this because as those application stacks get more verticalized, you just, you cannot deal with the productivity >>Here. And of course the next big thing is super cloud and that's coming fast. Savannah, you know, You know that's Rocket. >>John is gonna be the thought leader and keyword leader of the word super cloud. >>Super Cloud is enabling super services as the cloud cast. Brian Gracely pointed out on his Sunday podcast of which if that happens, Super Cloud will enable super apps in a new architectural >>List. Please don't, and it'll be super, just don't. >>Okay. Right. So what are you guys up to next? What's the big hot spot for the company? What are you guys doing? What are you guys, What's the idea guys hiring? You put the plug in. >>You know, right now we are focused on delivering the best identity, native access platform that we can. And we will continue to support our customers that want to use Kubernetes, that want to use any different type of infrastructure. Whether that's Linux, Windows applications or databases. Wherever they are. >>Are, are your customers all of a similar DNA or are you >>No, they're all over the map. They range everything from tech companies to financial services to, you know, fractional property. >>You seem like someone everyone would need. >>Absolutely. >>And I'm not just saying that to be a really clean endorsement from the Cube, but >>If you were doing DevOps Yeah. And any type of forward-leaning shift, left engineering, you need us because we are basically making security as code a reality across your entire infrastructure. >>Love this. What about the team dna? Are you in a scale growth stage right now? What's going on? Absolutely. Sounds I was gonna say, but I feel like you would have >>To be. Yeah, we're doing, we're, we have a very positive outlook and you know, even though the economic time is what it is, we're doing very well meeting. >>How's the location? Where's the location of the headquarters now? With remote work is pretty much virtual. >>Probably. We're based in downtown Oakland, California. >>Woohoo. Bay area representing on this stage right now. >>Nice. Yeah, we have a beautiful office right in downtown Oakland and yeah, it's been great. Awesome. >>Love that. And are you hiring right now? I bet people might be. I feel like some of our cube watchers are here waiting to figure out their next big play. So love to hear that. Absolutely love to hear that. Besides Drew, not reply, if people want to join your team or say hello to you and tell you how brilliant you looked up here, or ask about your caddy days and maybe venture a guest to who that golfer may have been that you were CAD Inc. For, what are the best ways for them to get in touch with you? >>You can find me on LinkedIn. >>Great. Fantastic. John, anything else >>From you? Yeah, I mean, I just think security is paramount. This is just another example of where the innovation has to kind of break through without good identity, everything could cripple. Then you start getting into the silos and you can start getting into, you know, tracking it. You got error user errors, you got, you know, one of the biggest security risks. People just leave systems open, they don't even know it's there. So like, I mean this is just, just identity is the critical linchpin to, to solve for in security to me. And that's totally >>Agree. We even have a lot of customers who use us just to access basic cloud consoles. Yeah. >>So I was actually just gonna drive there a little bit because I think that, I'm curious, it feels like a solution for obviously complex systems and stacks, but given the utility and what sounds like an extreme ease of use, I would imagine people use this for day-to-day stuff within their, >>We have customers who use it to access their AWS consoles. We have customers who use it to access Grafana dashboards. You know, for, since we're sitting here at coupon accessing a Lens Rancher, all of the amazing DevOps tools that are out there. >>Well, I mean true. I mean, you think about all the reasons why people don't adopt this new federated approach or is because the IT guys did it and the world we're moving into, the developers are in charge. And so we're seeing the trend where developers are taking the DevOps and the data and the security teams are now starting to reset the guardrails. What's your >>Reaction to that? Well, you know, I would say that >>Over the top, >>Well I would say that you know, your DevOps teams and your infrastructure teams and your engineers, they are the new king makers. Yeah. Straight up. Full stop. >>You heard it first folks. >>And that's >>A headline right >>There. That is a headline. I mean, they are the new king makers and, but they are being forced to do it as securely as possible. And our job is really to make that as easy and as frictionless as possible. >>Awesome. >>And it sounds like you're absolutely nailing it. Drew, thank you so much for being on the show. Thanks for having today. This has been an absolute pleasure, John, as usual a joy. And thank all of you for tuning in to the Cube Live here at CU Con from Detroit, Michigan. We look forward to catching you for day two tomorrow.

Published Date : Oct 27 2022

SUMMARY :

I don't think the audience knows that you were a caddy. the members where you're going. Just, just really impressive He's carrying the story of emerging brands and established companies on It's great to be here. And so you were a caddy on a whole different level. Yeah, so I was in university and I got tired after two years and didn't have to school, know that you can drop out and be a caddy and still be a very successful television personality. What's the solution and what's the problem you solve? And 50 to 80% of breaches, depending on whose numbers you want to believe are how organizations It assumes the security comes back to that resource. you know, dongle essentially, and how frustrating that always was. You know, back in the day when you had these three tier I forgot to change I mean, it's the manual piece. I mean, you deploying something, is it code, is it in line? And you know, from there we have an authorization engine. We're we're California and ccpa. And I suspect you have a very distinct way of that is secret for a period of time until you write it down. try to be you and try to log in with your fingerprint, it's Not, I'm not gonna lie, I love the apple finger thing, you know, it's like, you know, space recognition, I mean, even when you go through customs and they do the face scan now So I gotta ask, because you said you're targeting Well, if you really look at who's dealing with infrastructure on a day-to-day basis, those are DevOps individuals. Because you guys are nailing it. So as you scale, you get more secrets, you get more keys, I can't even Take your pick. We, and we allow you to scale, but do it securely What are they saying? they're like, you know, we spend an in nor not of hours on it Or you know, you never know when a breach is gonna come, especially And you know, it's all about speed. And on top of it, they answer the audit and compliance mail every time it comes. Identity is the most fragmented thing on And it has been fragmented ever since my first RSA conference. I know. Savannah, you know, Super Cloud is enabling super services as the cloud cast. So what are you guys up to next? And we will continue to support our customers that want to use Kubernetes, you know, fractional property. If you were doing DevOps Yeah. Sounds I was gonna say, but I feel like you would have Yeah, we're doing, we're, we have a very positive outlook and you know, How's the location? We're based in downtown Oakland, California. Bay area representing on this stage right now. it's been great. And are you hiring right now? John, anything else Then you start getting into the silos and you can start getting into, you know, tracking it. We even have a lot of customers who use us just to access basic cloud consoles. a Lens Rancher, all of the amazing DevOps tools that are out there. I mean, you think about all the reasons why people don't adopt this Well I would say that you know, your DevOps teams and your infrastructure teams and your engineers, I mean, they are the new king makers and, but they are being forced to We look forward to catching you for day

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HORSEMAN and HANLEY Fixed


 

(upbeat music) >> Hello everyone, welcome to this special Cube conversation. I'm John Furrier, host of theCube. We're here in Palo Alto. We've got some remote guests. Going to break down the Fortinet vulnerability, which was confirmed last week as a critical vulnerability that exposed a zero-day flaw for some of their key products, obviously, FortiOS and FortiProxy for remote attacks. So we're going to break this down. It's a real time vulnerability that happened is discovered in the industry. Horizon3.ai is one of the companies that was key in identifying this. And they have a product that helps companies detect and remediate and a bunch of other cool things you've heard on the cube here. We've got James Horseman, an exploit developer. Love the title. Got to got to say, I'm not going to lie. I like that one. And Zach Hanley, who's the chief attack engineer at Horizon3.ai. Gentlemen, first, thank you for joining the Cube conversation. >> Thank you. It's good to be here. >> Yeah, thank you so much for having us. >> So before we get into the whole Fortinet, this vulnerability that was exposed and how you guys are playing into this I just got to say I love the titles. Exploit developer, Chief Attack Engineers, you don't see that every day. Explain the titles Zach, let's start with you. Chief Attack Engineer, what do you do? >> Yeah, sure. So the gist of it is, is that there is a lot to do and the cybersecurity world. And we made up a new engineering title called Attack Engineer because there's so many different things an attacker will actually do over the course of attack. So we just named them an engineer. And I lead that team that helps develop the offensive capabilities for our product. >> Got it. James, you're the Exploit Developer, exploiting. What are you exploiting? What's going on there? >> So what I'll do in a day to day is we'll take N-days, which are vulnerabilities that have been disclosed to a vendor, but not yet publicly patched necessarily or a pocket exists for them. And I'll try to reverse engineer and find them, so we can integrate them into our product and our customers can use them to make sure that they're actually secure. And then if there's no interesting N-days to go after, we'll sometimes search for zero-days, which are vulnerabilities in products that the vendor doesn't yet know about. >> Yeah, and those are most critical. Those things can being really exploited and cause a lot of damage. Well James, thanks for coming on. We're here to talk about the vulnerability that happened with Fortinet and their products zero-day vulnerability. But first with the folks, for context, Horizon3.ai is a new startup rapidly growing. They've been on theCube. The CEOs, Snehal and team have described their product as an autonomous pen testing. But as part of that, they also have more of a different approach to testing environment. So they're constantly putting companies under pressure. Let's get into it. Let's get into this hack. So you guys are kind of like, I call it the early warning detection system. You're seeing things early because your product's constantly testing infrastructure. Okay? Over time, all the time always on. How did this come come about? How did you guys see this? What happened? Take us through. >> Yeah, sure. I'll start off. So on Friday, we saw on Twitter, which is actually a really good source of threat intelligence these days, We saw a person released details that 40 minutes sent advanced warning email that a critical vulnerability had been discovered and that an emergency patch was released. And the details that we saw, we saw that was an authentication bypass and we saw that it affected the 40 OS, 40 proxy and the 40 switch manager. And we knew right off the bat those are some of their most heavily used products. And for us to understand how this vulnerability worked and for us to actually help our clients and other people around the world understand it, we needed to get after it. So after that, James and I got on it, and then James can tell you what we did after we first heard. >> Yeah. Take us through play by play. >> Sure. So we saw it was a 9.8 CVSS, which means it's easy to exploit and low complexity and also kind of gives you the keys that take them. So we like to see those because they're easy to find, easy to go after. They're big wins. So as soon as we saw this come out we downloaded some firmware for 40 OS. And the first few hours were really about unpacking the firmware, seeing if we could even to get it run. We got it running a a VMware VMDK file. And then we started to unpack the firmware to see what we could find inside. And that was probably at least half of the time. There seemed to be maybe a little bit of obfuscation in the firmware. We were able to analyze the VDMK files and get them mounted and we saw that they were, their operating system was compressed. And when we went to decompress them we were getting some strange decompression errors, corruption errors. And we were kind of scratching our heads a little bit, like you know, "What's going on here?" "These look like they're legitimately compressed files." And after a while we noticed they had what seemed to be a different decompression tool than what we had on our systems also in that VMDK. And so we were able to get that running and decompress the firmware. And from there we were off to the races to dive deeper into the differences between the vulnerable firmware and the patch firmware. >> So the compressed files were hidden. They basically hid the compressed files. >> Yeah, we're not so sure if they were intentionally obfuscated or maybe it was just a really old version of that compression algorithm. It was the XZ compression tool. >> Got it. So what happens next? So take us through. So you discovered, you guys tested. What do you guys do next? How did this thing... I mean, I saw the news it hit heavily. You know, they updated, everyone updated their catalog for patching. So this kind of hangs out there. There's a time lag out there. What's the state of the security at that time? Say Friday, it breaks over the weekend, potentially a lot of attacks might have happened. >> Yeah, so they chose to release this emergency pre-warning on Friday, which is a terrible day because most people are probably already swamped with work or checking out for the weekend. And by Sunday, James and I had actually figured out the vulnerability. Well, to make the timeline a little shorter. But generally what we do between when we discover or hear news of the CV and when we actually pocket is there's a lot of what we call patch diffing. And that's when we take the patched version and the unpatched version and we run it through a tool that kind of shows us the differences. And those differences are really key insight into, "Hey, what was actually going on?" "How did this vulnerability happen?" So between Friday and Sunday, we were kind of scratching our heads and had some inspiration Sunday night and we actually figured it out. So Sunday night, we released news on Twitter that we had replicated the exploit. And the next day, Monday morning, finally, Fortinet actually released their PSIRT notice, where they actually announced to the world publicly that there was a vulnerability and here are the mitigation steps that you can take to mitigate the vulnerability if you cannot patch. And they also release some indicators of compromise but their indicators of compromise were very limited. And what we saw was a lot of people on social media, hey asking like, "These indicators of compromise aren't sufficient." "We can't tell if we've been compromised." "Can you please give us more information?" So because we already had the exploit, what we did was we exploited our test Fortinet devices in our lab and we collected our own indicators of compromise and we wrote those up and then released them on Tuesday, so that people would have a better indication to judge their environments if they've been already exploited in the wild by this issue. Which they also announced in their PSIRT that it was a zero-day being exploited in the wild It wasn't a security researcher that originally found the issue. >> So unpack the difference for the folks that don't know the difference between a zero-day versus a research note. >> Yeah, so a zero-day is essentially a vulnerability that is exploited and taken advantage of before it's made public. An N-day, where a security researcher may find something and report it, that and then once they announce the CVE, that's considered an N-day. So once it's known, it's an N-day and once if it's exploited before that, it's a zero-day. >> Yeah. And the difference is zero-day people can get in there and get into it. You guys saw it Friday on Twitter you move into action Fortinet goes public on Monday. The lag between those days is critical time. What was going on? Why are you guys doing this? Is this part of the autonomous pen testing product? Is this part of what you guys do? Why Horizon3.ai? Is this part of your business model? Or was this was one of those things where you guys just jumped on it? Take us through Friday to Monday. >> James, you want to take this one? >> Sure. So we want to hop on it because we want to be able to be the first to have a tool that we can use to exploit our customer system in a safe manner to prove that they're vulnerable, so then they can go and fix it. So the earlier that we have these tools to exploit the quicker our customers can patch and verify that they are no longer vulnerable. So that's the drive for us to go after these breaking exploits. So like I said, Friday we were able to get the firmware, get it decompressed. We actually got a test system up and running, familiarized ourself with the system a little bit. And we just started going through the patch. And one of the first things we noticed was in their API server, they had a a dip where they started including some extra HTTP headers when they proxied a connection to one of their backend servers. And there were, I believe, three headers. There was a HTTP forwarded header, a Vdom header, and a Cert header. And so we took those strings and we put them into our de-compiled version of the firmware to kind of start to pinpoint an area for us to look because this firmware is gigantic. There's tons of files to look at. And so having that patch is really critical to being able to quickly reverse engineer what they did to find the original exploit. So after we put those strings into our firmware, we found some interesting parts centered around authorization and authentication for these devices. And what we found was when you set a specific forwarded header, the system, for lack of better term, thought that you were on the inside. So a lot of these systems they'll have kind of, two methods of entry. One is through the front door, where if you come in you have to provide some credentials. They don't really trust you. You have to provide a cookie or some kind of session ID in order to be allowed to make requests. And the other side is kind of through the back door, where it looks like you are part of the system itself. So if you want to ask for a particular resource, if you look like you're part of the system they're not going to scrutinize you too much. They'll just let you do whatever you want to do. So really the nature of this exploit was we were able to manipulate some of those HTP headers to trick the system into thinking that we were coming in through the back door when we really coming in through the front. >> So take me through that that impact. That means remote execution. I can come in remotely and anonymous and act like I'm on the inside system. >> Yeah. >> And that's the case of the kingdom as you said earlier, right? >> Yeah. So the crux of the vulnerability is it allows you to make any kind of request you want to this system as if you were an administrator. So it lets you control the interfaces, set them up or down, lets you create packet captures, lets you add and remove users. And what we tried to do, which surprisingly the exploit didn't let us do was to create a new admin user. So there was some kind of extra code in there to stop somebody that did get that extra access to create an admin user. And so that kind of bummed us out. And so after we discovered the exploit we were kind of poking around to see what we could do with it, couldn't create an admin user. We were like, "Oh no, what are we going to do?" And eventually we came up with the idea to modify the existing administrator user. And that the exploit did allow us to do. So our initial POC, took some SSH keys adding them to an existing administrative user and then we were able to SSH in through the system. >> Awesome. Great, description. All right, so Zach, let's get to you for a second. So how does this happen? What does this... How did we get here? What was the motivation? If you're the chief attacker and you want to make this exploit happen, take me through what the other guy's thinking and what he did or she. >> Sure. So you mean from like the attacker's perspective, why are they doing this? >> Yeah. How'd this exploit happen? >> Yeah. >> And what was it motivated by? Was it a mistake? Was it intentional? >> Yeah, ultimately, like, I don't think any vendor purposefully creates vulnerabilities, but as you create a system and it builds and builds, it gets more complex and naturally logic bugs happen. And this was a logic bug. So there's no blame Fortinet for like, having this vulnerability and like, saying it's like, a back door. It just happens. You saw throughout this last year, F5 had a very similar vulnerability, VMware had a very similar vulnerability, all introducing authentication bypasses. So from the attacker's mindset, why they're actually going after this is a lot of these devices that Fortinet has, are on the edge of corporate networks and ransomware and whatever else. If you're a an APT, you want to get into organizations. You want to get from the outside to the inside. So these edge devices are super important and they're going to get a lot of eyes from attackers trying to figure out different ways to get into the system. And as you saw, this was in the wild exploited and that's how Fortinet became aware of it. So obviously there are some attackers out there doing this right now. >> Well, this highlights your guys' business model. I love what you guys do. I think it's a unique and needed approach. You take on the role of, I guess white hacker as... white hat hacker as a service. I don't know what to call it. You guys are constantly penetrating, testing, creating value for the customers to avoid in this case a product that's popular that just had the situation and needed to be resolved. And the hard part is how do you do it, right? So again, there's all these things are going on. This is the future of security where you need to have these, I won't say simulations, but constant kind of testing at scale. >> Yeah. >> I mean, you got the edge, it takes one little entry point to get into the network. It could be anywhere. >> Yeah, it definitely security, it has to be continuous these days. Because if you're only doing a pen test once a year or twice a year you have a year to six months of risk just building and building. And there's countless vulnerabilities and countless misconfigurations that can be introduced into a your network as the time goes on. >> Well, autonomous pen testing- >> Just because you're- >> ... is great. That's awesome stuff. I think it just frees up the talent in the organization to do other things and again, get on the real important stuff. >> Just because your network was secure yesterday doesn't mean it's going to be secure today. So in addition to your defense in depth and making sure that you have all the right configurations, you want to be continuously testing the security of your network to make sure that no new vulnerabilities have been introduced. >> And with the cloud native modern application environment we have now, hardware's got to keep up. More logic potential vulnerability could emerge. You just never know when that one N-vulnerability is going to be there. And so constantly looking out for is a really big deal. >> Definitely. Yeah, the switch to cloud and moving into hybrid cloud has introduced a lot more complexity in environments. And it's definitely another hole attackers going and after. >> All right. Well I got you guys here. I really appreciate the commentary on this vulnerability and this exploit opportunity that Fortinet had to move fast and you guys helped them and the customers. In general, as you guys see the security business now and the practitioners out there, there's a lot of pain points. What are the most powerful acute pain points that the security ops guys (laughing) are dealing with right now? Is it just the constant barrage of attacks? What's the real pain right now? >> I think it really matters on the organization. I think if you're looking at it from a in the news level, where you're constantly seeing all these security products being offered. The reality is, is that the majority of companies in the US actually don't have a security staff. They maybe have an IT guy, just one and he's not a security guy. So he's having to manage helping his company have the resources he needs, but also then he's overwhelmed with all the security things that are happening in the world. So I think really time and resources are the pain points right now. >> Awesome. James, any comment? >> Yeah, just to add to what Zach said, these IT guys they're put under pressure. These Fortinet devices, they could be used in a company that just recently transitioned to a lot of work from home because of COVID and whatnot. And they put these devices online and now they're under pressure to keep them up to date, keep them configured and keep them patched. But anytime you make a change to a system, there's a risk that it goes down. And if the employees can't VPN or log in from home anymore, then they can't work. The company can't make money. So it's really a balancing act for that IT guy to make sure that his environment is up to date, while also making sure it's not taken down for any reason. So it's a challenging position to be in and prioritizing what you need to fix and when is definitely a difficult problem. >> Well, this is a great example, this news article and this. Fortinet news highlights the Horizon3.ai advantage and what you guys do. I think this is going to be the table stakes for security in the industry as people have to build their own, I call it the militia. You got to have your own testing. (laughing) You got to have your own way to help protect yourself. And one of them is to know what's going on all the time every day, today and tomorrow. So congratulations and thanks for sharing the exploit here on this zero-day flaw that was exposed. Thanks for for coming on. >> Yeah, thanks for having us. >> Thank you. >> Okay. This is theCube here in Palo Alto, California. I'm John Furrier. You're watching security update, security news, breaking down the exploit, the zero-day flaw that was exploited at least one attack that was documented. Fortinet devices now identified and patched. This is theCube. Thanks for watching. (upbeat music)

Published Date : Oct 14 2022

SUMMARY :

Horizon3.ai is one of the companies It's good to be here. and how you guys are playing into this So the gist of it is, is that What are you exploiting? that the vendor doesn't yet know about. I call it the early And the details that we saw, And the first few hours were really about So the compressed files were hidden. of that compression algorithm. I mean, I saw the news and here are the mitigation steps for the folks that don't that and then once they announce the CVE, And the difference is zero-day And one of the first things we noticed was and act like I'm on the inside system. And that the exploit did allow us to do. let's get to you for a second. So you mean from like the How'd this exploit happen? So from the attacker's mindset, And the hard part is to get into the network. it has to be continuous these days. get on the real important stuff. and making sure that you have is going to be there. Yeah, the switch to cloud and the practitioners out there, The reality is, is that the James, any comment? And if the employees can't VPN and what you guys do. the zero-day flaw that was exploited

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Derk Weinheimer, Roboyo & James Furlong, PUMA | UiPath FORWARD 5


 

>>The Cube presents UI Path Forward. Five. Brought to you by UI Path. >>Welcome back to The Cube's coverage of UI Path Forward. Five from Las Vegas. We're inside. The formerly was The Sands, now it's the Venetian Convention Center. Dave Nicholson. David, Deb. I've never seen it set up like this before. UI Path's. Very cool company. So of course the setup has to be cool, not like tons of concrete. James Furlong is here, the Vice President of Supply Chain Management and projects at Puma. And Derek Weimer is the CEO of Robo, who's an implementation partner, expert at Intelligent Automation. Folks, welcome to the Cube. Good to see you. Great to have you on. >>Thank you. It's a pleasure. >>So what's happening at Puma these days? I love your sneakers, but you guys probably do more than that, but let's tell us about, give us the update on Puma. >>Yeah, absolutely. Puma's one of the world's leading sports, sports brands. So we encompass all things sports. We do footwear, we do apparel, we do accessories. Cobra, Puma golf is underneath our umbrella as well. So we get the added benefit of having that category as well. And yeah, trade, trade all over the world and it's an exciting, exciting brand to be with. >>And di Robo Atlanta based really specialists in intelligent automation. That's pretty much all you do, is that right? >>Yeah, we are a pure play intelligence automation professional services firm. That's all we do. We're the world's largest firm that focuses only on automation headquarter in Germany, but with a large presence here in Americas. >>So we hear from a lot of customers. We've heard from like with the journey it started, you know, mid last decade, Puma James is just getting started. We April you mentioned. So take us through that. What was the catalyst as you're exiting the, the pandemic, the isolation economy we call it? Yeah. What was the catalyst tell, take us through the sort of business case for automation. >>Sure, absolutely. So Puma, our mission is forever faster. It's, it's our mantra and something we live and breathe. So naturally we have an intense focus on innovation and, and automation. So with that mindset, the way this all kicked off is that I had the opportunity to go into some of our distribution facility and I was unbelievably impressed with the automation that I saw there. So how automation augmented the employee workforce. And it was just very impressive to see that some of our state of the art technology and automation at the same time. Then I went back to the office with that excitement and that passion and I saw that we had the opportunity to take that to our employee base as well. We sort of lacked that same intense focus on how do we take automation and technology like I saw at the distribution facilities and bring it to our employees because picture a large workforce of talented, dedicated employees and they just couldn't keep up with the explosive growth who's seen explosive growth over the last couple of years and they just couldn't keep up with it. So I said that that's it. We need to, to take that same passion and innovation and enter in hyper hyper automation. So we went to the leadership team and no surprise they were all in. We went with them with the idea of bringing hyper automation, starting with RPA to, to our office employees. And they were in, they support innovation and they said, Great, what do you need? Really? Go for it. >>The first question wasn't how much, >>Actually the first question I will say that the funny part is, is they said, Well I like this, it sounds too good to be true. And because it, it really does. If you're new to it like we were and I'm pitching all the benefits that RPA could bring, it does sound too good to me. True. So they said, All right, you know, we trust you and, and go for it. What do you need? Resources, just let us know. So sure enough, I had a proof of concept, I had an idea, but now what? I didn't know where to go from there. So that's where we did some intensive research into software suppliers, but also implementation partners because now we knew what we wanted to do. We had excitement, we had leadership buy-in now, now what do I do? So this is when we entered our partnership to figure out, okay, help Puma on this journey. >>How'd you guys find each other? You know, >>Just intensive research and spoke with a lot of people here. Is there a lot of great organizations? But at the end of the day, they really supported everything that Houma stood for, what we're looking to do and had a lot of trust in the beginning and Dirk and his team and how he could help us on this journey. Yeah. >>Now James, your, your job title system for supply chain management. It is, but I understand that you have had a variety of roles within the organization. Now if we're talking about another domain, artificial intelligence, machine learning. Yeah. There's always this concept of domain expertise. Yeah. And how when you're trying to automate things in that realm, domain expertise is critical. Yeah. You have domain expertise outside of your job title. Yeah. So has that helped you with this journey looking at automation, being able to, being able to have insight into those other organizations? >>Yeah, absolutely. And I think when we were pitching it to the leadership team in the beginning, that enabled me to look at each one sitting at the table and saying, alright, and on the sales, on a commercial side, I was a head of sales for one of the trade channels. I could speak directly to him in the benefits it could have with not with tribal knowledge and with an expertise. So it wasn't something that, it was just, oh, that's supply chain. I could sit, you know, with the, our CFO and talk to him about the, the benefits for his group merchandising and legal so on. I was really able to kind of speak to each one of them and how it would support, because I had that knowledge from being blessed of 15 years experience at, at Puma. So yeah, I was able to take all of that and figure out how do I make sure not just supply chain benefits from rpa, but how does the whole organization benefit from not only RPA but the hyper automation strategy. >>So what's an engagement look like? You start, I presume you, you gotta do some type of assessment and, and you know, of some upfront planning work. Yeah. What does that look like? How, what's the starting point? Take us through that >>Journey. Yeah, so exactly. So the, the key when you're trying to get value from Intel automation is finding the right opportunities, right? And you can automate a lot of things, but which are the things that are gonna drive the most value and, and the value that actually matters to the company, right? So where are you trying to get to from a strategic level, your objectives and how do you actually use automation to help you get to there? So the first thing is, what are the opportunities gonna help you do that? And then once you identify, what we recommend is start with something that's gonna be, you know, accessible, small, You're gonna get a quick win. Cuz then the important thing is once you get that out there, you build the momentum and excitement in the organization that then leads to more and more. And then you build a proper pipeline and you and you get that the, the engagement. >>So what was that discovery like? Was it you fly up there and do a, a chalk talk? Or did you already know James, like where you wanted to focus? >>Yeah, I knew I had a solid proof of concept with the disruptions in supply chain we couldn't keep up with, with all the changes and supply. So right away I knew that I have a very substantial impact on the organization and it would be a solid proof of concept. It was something that not only would supply chain steal, but our customers would feel that we would be servicing them better. Our sales team, the commercial team, marketing impacted everybody. But at the same time it was tangible. I saw two people that just physically couldn't get their, their work done despite how talented and hardworking they were. So I, I was in on that proof of concept and then I just took that idea with some strong advice from Dirk and and his team on, okay, well how do I take that? But then also use that to evangelize through the organization. What are some pitfalls to avoid? Because as a proof of concept, they just told me it's too good to be true. I believe in it. So it was so important to me that it >>Was successful. >>It get your neck out. Oh, I sure was. Which is a little scary, but I had confidence that we would >>Do it. But your poc you had to have a systems view. Yes. Right? Cuz you were trying to, I think you, I'm inferring that you had two people working really hard, but they couldn't get their job done. Yeah, for sure. They were just sitting on their hands. Right. Waiting. Okay. So you kind of knew where the bottlenecks were. Yes. And that's what you attacked and or you helped James and her the team think through that or, >>Yeah, exactly. So, so a couple points you were asking about her domain model of knowledge earlier, and I think that's really key to the puma's success with it, is that they've come at it from a business point of view, what matters to the business. And at the point, you know, supply chain challenges, how do we use automation to address that? And then, you know, and then it's gonna, it's actually gonna, you know, pick opportunities that are gonna matter to the business. Yeah, >>Yeah. At the same time, we, we knew this could be a scary thing, right? If it's not done right, you know, automation definitely can, can take a, a wrong path. So what we relied on them for is tell us how to make this successful. We wanted structure, we wanted oversight, we wanted to balance that with speed and really, you know, developing our pipeline, but at the same time, tell us how to do this right? How do we set up a center, our first ever center of excellence? They help us set that up. Our steerco, our process definition documents are like, they really helped us add that structure to how to make this successful, sustainable and make sure that we were standing things up the right way versus launching into a strong proof, proof of concept. But then it's not gonna be scalable if we didn't really take their strong advice on how to make this something, you know, that had the right oversight, the right investment. So that was, that was key as >>Well for us. So when you looked at the POC and James was saying there were potential pitfalls, what were those pitfalls? Like what did you tell Puma, Hey, watch out for this, watch out for that. What was sort of the best advice there? >>Yeah, so I think one is understanding complexity, right? So a lot of opportunities sound good, but you want to make sure that it's, it's feasible with the right tool set. And also that you're not bit off too much in the beginning is really important. And so some of that is that bringing that expertise to say, Okay, yeah, look, that does something, a good process. You're gonna get value out. It's not gonna be overly complicated. It's a good place to start. And then also, I guess the thing too to mention is it's more than just a technology project. And that's the thing that we also really focus on is it's actually as much about the change management, it's much about, you know, what is the right story, the business case around it, the technology actually in a way is the easy part and it's all the stuff around it that really makes the POC effective, >>Obviously the process. Yeah. Been the people I presume getting to adopt, >>Right? And I think, again, with our, our brand mantra forever faster, we, we get that support that the buy-in from the top is is there from, from the beginning. So that's a benefit that some companies don't, they don't have, right? They have a little resistance maybe from the top. We're trying to get everyone's buy in it. And we had that. So we had, you know, the buy-in the engagement, we were ready to go. So now we just needed someone to kind of help us. >>One more if I may. Yeah, yeah. Gabe, six months in. Yes. That's the business impact that, can >>You tell you? That was tremendous. Yeah. >>Really already six months. Wow. >>Yeah, >>Absolutely. Cfo, CFO's dream. Yeah. >>And again, and, and we had a CFO change mid, mid project. So the new CFO comes in, not new to Puma, the same thing. Super, super smart guy. And I had to sit and again pitch, you know, pitch what it is and the support that I needed by way of investment. And he saw the results and he was all in, you know, what do you need, what's next? And instantly was challenging his departments, Why don't he got competitive, right? We're a competitive bunch, so why don't you know, you should have more in the pipeline. And he was, he was bought in. So there was that fear of a new CFO coming in and how do you show value? Because some of it is, it's very easy to show right away, You know, we were able to refocus those two full-time employees on, on higher value chain activity and you know, they're doing a tremendous job and they're, you know, they have the, the bot and the automation supporting them. So he saw that right away. And we can show him that. But he also understands, as does the whole leadership team, the concept of downstream impacts that you can't necessarily, you know, touch and, and put on paper. So he sees some, but then he also recognizes all the other upstream and downstream impacts that it's had and he's all in and supports whatever, whatever we need. >>Yeah. New CFOs like George Seaford taking over for bill walls. >>Yeah, exactly. Exactly. We >>Have, we have to keep showing results and it has to be sustainable. So that's, again, we'll rely on our partnership to say, okay, this is the beginning, you know, what's next? Keep us, you know, honest on oversight and, and any pitfalls that we should avoid because he's excited. But at the same time, we need to make sure that we sustain those results and, and show what's next. Now they all gotta taste to the apple and they're very eager to see what's next in, in, in this hyper automation journey. >>Well, Dirk, you've partnered on this journey, this specific journey with, with, with Puma. But from your perspective in the broader marketplace, what would be the perfect low hanging fruit opportunity that you would like to have somebody call you and say, Hey, we've got, we've got this perspective engagement with a client. What would be the, what would be the like, Oh yeah, that's easy, that's huge roi really quickly, What does that look like? >>Yeah, I think there's, there's a few areas, right? You know, one task automation RPA is a, is a really good entry point, right? Because it's, it's, it's not overly complex. It doesn't involve a lot of complicated technologies. And I'd say the, the usual starting areas, you know, you, you finance back office, you know, shared service, invoice processing, you know, payables is a very good opportunity area. HR is also an area I would look at, you know, in new, new employee onboarding process or you know, payroll, et cetera. And then supply chain is actually becoming more and more, more common, right? So those would be I guess, top three areas I would mention. And >>Then, and then kind of follow onto that, what's the tip of this sphere? What's the sort of emerging market Yeah. >>For >>This kind of technology? >>I think there's two things. One, it's taking a holistic into end view and leveraging multiple, you know, technology, you know, beyond just rpa, right? You know, intelligent document processing, iml, you know, bringing all this to bear to actually do a true digital transformation. That's, that's number one. And then I'd say the second is going from focusing on cost and efficiency to actually getting into the front office and how do you, how do you actually increase revenue? How do you increase margin? How do you actually, you know, help with that, that top line growth. I think that's really, and that's where you're leveraging technologies, you know, like the, the AI as an example to really help you understand how do you optimize. >>So James, that's, that becomes then an enterprise wide initiative. Yeah. That's, that's, is that your vision? Maybe maybe lay that out for >>Us a bit. Yeah, ab absolutely. The, the vision is now that we've seen what, what it can do, how do we take it from being managed by just, you know, supply chain and this proof of concept cuz I manage projects, but now it's bigger than just a supply chain project. And how do we sort of evangelize that through the whole organization And you know, they mentioned on main stage this, the creation of new jobs and, and roles and how a, a company might set out their strategic directive now is, is changing and evolving. So you know that that's our idea now and that what we'll need support next is how should we structure now for success. And so that it's across the whole enterprise. But that's, that's the vision for >>Sure. What worries you do, you worried about it like taking off and getting outta control and not being governed and so you have to be a little bit careful there. >>Yeah, for sure. That was really important to us. And we actually got to leverage a lot of heavy lifting that Puma Global had done at the same time that we were coming up and, and thinking of the idea of rpa. They were having the same thoughts and they did a lot of heavy lifting again, about not only the software providers but also what does the structure look like, the oversight, a center of excellence globally. So we were able to really leverage a lot of best practices and SOPs that they had set out and we were able to kind of leverage those, bring those to Puma North America so that we didn't face that fear cuz that would be a limiting factor for us. So because we were so disciplined and we could leverage the work that they had done, that fear wasn't, wasn't there. Now we have to stay, you know, on top of it. And as people get excited, how do you kind of mirror the excitement and with it at the same time that the oversight and not getting, you know, too, too big, too fast. So that's the balance that we'll, we'll work through now. It's a good problem to have. >>Well, exactly. It is super exciting. Great story. Congratulations on, on the success and good luck. Thank you. Yeah, you very much for coming to the, Yeah. Thank you. Thank you. All right. And thank you for watching. Keep it right there. Dave Nicholson Andante right back, the cube live from Las Vegas UI path forward. Five.

Published Date : Sep 29 2022

SUMMARY :

Brought to you by So of course the setup has to be cool, not like tons of concrete. It's a pleasure. So what's happening at Puma these days? So we get the added benefit of having that category as well. That's pretty much all you do, is that right? Yeah, we are a pure play intelligence automation professional services firm. We've heard from like with the journey it started, you know, So we went to the leadership team and no surprise they were So they said, All right, you know, we trust you and, and go for it. But at the end of the day, they really supported everything that Houma stood for, what we're looking to do So has that helped you I could sit, you know, with the, our CFO and talk to him about the, the benefits for his and you know, of some upfront planning work. And then once you identify, what we recommend is start with something that's gonna be, you know, But at the same time it was tangible. but I had confidence that we would And that's what you attacked and or you helped James And at the point, you know, supply chain challenges, how do we use automation to address that? we wanted oversight, we wanted to balance that with speed and really, you know, So when you looked at the POC and James was saying there is it's actually as much about the change management, it's much about, you know, Obviously the process. you know, the buy-in the engagement, we were ready to go. That's the business impact that, That was tremendous. Really already six months. Yeah. And he saw the results and he was all in, you know, what do you need, Yeah, exactly. But at the same time, we need to make sure that we sustain those results and, hanging fruit opportunity that you would like to have somebody call you and say, you know, in new, new employee onboarding process or you know, payroll, et cetera. What's the sort of emerging leveraging multiple, you know, technology, you know, beyond just rpa, right? So James, that's, that becomes then an enterprise wide initiative. the whole organization And you know, they mentioned on main stage this, and so you have to be a little bit careful there. Now we have to stay, you know, on top of it. And thank you for watching.

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Ed Casmer, Cloud Storage Security & James Johnson, iPipeline | AWS Startup Showcase S2 E4


 

(upbeat music) >> Hello, everyone. Welcome back to theCUBE's presentation of the AWS Startup Showcase. This is season two, episode four of the ongoing series covering the exciting startups from the AWS ecosystem. And talking about cybersecurity. I'm your host, John Furrier. Excited to have two great guests. Ed Casmer, founder and CEO of Cloud Storage Security, back CUBE alumni, and also James Johnson, AVP of Research and Development at iPipeline. Here to talk about cloud storage security antivirus on S3. James, thanks for joining us today. >> Thank you, John. >> Thank you. >> So the topic here is cloud security, storage security. Ed, we had a great CUBE conversation previously, earlier in the month. Companies are modernizing their apps and migrating the cloud. That's fact. Everyone kind of knows that. >> Yeah. >> Been there, done that. Clouds have the infrastructure, they got the OS, they got protection, but the end of the day, the companies are responsible and they're on the hook for their own security of their data. And this is becoming more permanent now that you have hybrid cloud, cloud operations, cloud native applications. This is the core focus right now in the next five years. This is what everyone's talking about. Architecture, how to build apps, workflows, team formation. Everything's being refactored around this. Can you talk about how organizations are adjusting and how they view their data security in light of how applications are being built and specifically around the goodness of say S3? >> Yep, absolutely. Thank you for that. So we've seen S3 grow 20,000% over the last 10 years. And that's primarily because companies like James with iPipeline are delivering solutions that are leveraging this object storage more and above the others. When we look at protection, we typically fall into a couple of categories. The first one is, we have folks that are worried about the access of the data. How are they dealing with it? And so they're looking at configuration aspects. But the big thing that we're seeing is that customers are blind to the fact that the data itself must also be protected and looked at. And so we find these customers who do come to the realization that it needs to happen, finding out, asking themselves, how do I solve for this? And so they need lightweight, cloud native built solutions to deliver that. >> So what's the blind spot? You mentioned there's a blind spot. They're kind of blind to that. What specifically are you seeing? >> Well so, when we get into these conversations, the first thing that we see with customers is I need to predict how I access it. This is everyone's conversation. Who are my users? How do they get into my data? How am I controlling that policy? Am I making sure there's no east-west traffic there, once I've blocked the north-south? But what we really find is that the data is the key packet of this whole process. It's what gets consumed by the downstream users. Whether that's an employee, a customer, a partner. And so it's really, the blind spot is the fact that we find most customers not looking at whether that data is safe to use. >> It's interesting. When you talk about that, I think about all the recent breaches and incidents. "Incidents," they call them. >> Yeah. >> They've really been around user configurations. S3 buckets not configured properly. >> Absolutely. >> And this brings up what you're saying, is that the users and the customers have to be responsible for the configurations, the encryption, the malware aspect of it. Don't just hope that AWS has the magic to do it. Is that kind of what you're getting at here? Is that the similar, am I correlating that properly? >> Absolutely. That's perfect. And we've seen it. We've had our own customers, luckily iPipeline's not one of them, that have actually infected their end users because they weren't looking at the data. >> And that's a huge issue. So James, let's get in, you're a customer partner. Talk about your relationship with these guys and what's it all about? >> Yeah, well, my pipeline is building a digital ecosystem for life insurance and wealth management industries to enable the sale of life insurance to under-insured and uninsured Americans, to make sure that they have the coverage that they need, should something happen. And our solutions have been around for many years. In a traditional data center type of an implementation. And we're in process now of migrating that to the cloud, moving it to AWS, in order to give our customers a better experience, a better resiliency, better reliability. And with that, we have to change the way that we approach file storage and how we approach scanning for vulnerabilities in those files that might come to us via feeds from third parties or that are uploaded directly by end users that come to us from a source that we don't control. So it was really necessary for us to identify a solution that both solved for these vulnerability scanning needs, as well as enabling us to leverage the capabilities that we get with other aspects of our move to the cloud and being able to automatically scale based on load, based on need, to ensure that we get the performance that our customers are looking for. >> So tell me about your journey to the cloud, migrating to the cloud and how you're using S3 specifically. What led you to determine the need for the cloud based AV solution? >> So when we looked to begin moving our applications to the cloud, one of the realizations that we had is that our approach to storing certain types of data was a bit archaic. We were storing binary files in a database, which is not the most efficient way to do things. And we were scanning them with the traditional antivirus engines that would've been scaled in traditional ways. So as our need grew, we would need to spin up additional instances of those engines to keep up with load. And we wanted a solution that was cloud native and would allow us to scan more dynamically without having to manage the underlying details of how many engines do I need to have running for a particular load at a particular time and being able to scan dynamically. And also being able to move that out of the application layer, being able to scan those files behind the scenes. So scanning in, when the file's been saved in S3, it allows us to scan and release the file once it's been deemed safe rather than blocking the user while they wait for that scan to take place. >> Awesome. Well, thanks for sharing that. I got to ask Ed, and James, same question next. It's, how does all this factor in to audits and self compliance? Because when you start getting into this level of sophistication, I'm sure it probably impacts reporting workflows. Can you guys share the impact on that piece of it? The reporting? >> Yeah. I'll start with a comment and James will have more applicable things to say. But we're seeing two things. One is, you don't want to be the vendor whose name is in the news for infecting your customer base. So that's number one. So you have to put something like this in place and figure that out. The second part is, we do hear that under SOC 2, under PCI, different aspects of it, there are scanning requirements on your data. Traditionally, we've looked at that as endpoint data and the data that you see in your on-prem world. It doesn't translate as directly to cloud data, but it's certainly applicable. And if you want to achieve SOC 2 or you want to achieve some of these other pieces, you have to be scanning your data as well. >> Furrier: James, what's your take? As practitioner, you're living it. >> Yeah, that's exactly right. There are a number of audits that we go through where this is a question that comes up both from a SOC perspective, as well as our individual customers who reach out and they want to know where we stand from a security perspective and a compliance perspective. And very often this is a question of how are you ensuring that data that is uploaded into the application is safe and doesn't contain any vulnerabilities. >> James, if you don't mind me asking, I have to kind of inquire because I can imagine that you have users on your system but also you have third parties, relationships. How does that impact this? What's the connection? >> That's a good question. We receive data from a number of different locations from our customers directly, from their users and from partners that we have as well as partners that our customers have. And as we ingest that data, from an implementation perspective, the way we've approached this, there's a minimal impact there in each one of those integrations. Because everything comes into the S3 bucket and is scanned before it is available for consumption or distribution. But this allows us to ensure that no matter where that data is coming from, that we are able to verify that it is safe before we allow it into our systems or allow it to continue on to another third party whether that's our customer or somebody else. >> Yeah, I don't mean to get in the weeds there, but it's one of those things where, this is what people are experiencing right now. Ed, we talked about this before. It's not just siloed data anymore. It's interactive data. It's third party data from multiple sources. This is a scanning requirement. >> Agreed. I find it interesting too. I think James brings it up. We've had it in previous conversations that not all data's created equal. Data that comes from third parties that you're not in control of, you feel like you have to scan. And other data you may generate internally. You don't have to be as compelled to scan that although it's a good idea, but you can, as long as you can sift through and determine which data is which and process it appropriately, then you're in good shape. >> Well, James, you're living the cloud security, storage security situation here. I got to ask you, if you zoom out and not get in the weeds and look at the board room or the management conversation. Tell me about how you guys view the data security problem. I mean, obviously it's important. So can you give us a level of how important it is for iPipeline and with your customers and where does this S3 piece fit in? I mean, when you guys look at this holistically, for data security, what's the view, what's the conversation like? >> Yeah. Well, data security is critical. As Ed mentioned a few minutes ago, you don't want to be the company that's in the news because some data was exposed. That's something that nobody has the appetite for. And so data security is first and foremost in everything that we do. And that's really where this solution came into play, in making sure that we had not only a solution but we had a solution that was the right fit for the technology that we're using. There are a number of options. Some of them have been around for a while. But this was focused on S3, which we were using to store these documents that are coming from many different sources. And we have to take all the precautions we can to ensure that something that is malicious doesn't make its way into our ecosystem or into our customers' ecosystems through us. >> What's the primary use case that you see the value here with these guys? What's the aha moment that you had? >> With the cloud storage security specifically, it goes beyond the security aspects of being able to scan for vulnerable files, which is, there are a number of options and they're one of those. But for us, the key was being able to scale dynamically without committing to a particular load whether that's under committing or overcommitting. As we move our applications from a traditional data center type of installation to AWS, we anticipated a lot of growth over time and being able to scale up very dynamically, literally moving a slider within the admin console, was key to us to be able to meet our customer's needs without overspending, by building up something that was dramatically larger than we needed in our initial rollout. >> Not a bad testimonial there, Ed. >> I mean, I agree. >> This really highlights the applications using S3 more in the file workflow for the application in real time. This is where you start to see the rise of ransomware other issues. And scale matters. Can you share your thoughts and reaction to what James just said? >> Yeah. I think it's critical. As the popularity of S3 has increased, so has the fact that it's an attack vector now. And people are going after it whether that's to plant bad malicious files, whether it's to replace code segments that are downloaded and used in other applications, it is a very critical piece. And when you look at scale and you look at the cloud native capability, there are lots of ways to solve it. You can dig a hole with a spoon, but a shovel works a lot better. And in this case, we take a simple example like James. They did a weekend migration, so they've got new data coming in all the time, but we did a massive migration 5,000 files a minute being ingested. And like he said, with a couple of clicks, scale up, process that over sustained period of time and then scale back down. So I've said it before, I said it on the previous one. We don't want to get in the way of someone's workflow. We want to help them secure their data and do it in a timely fashion that they can continue with their proper processing and their normal customer responses. >> Frictionless has to be key. I know you're in the marketplace with your antivirus for S3 on the AWS. People can just download it. So people are interested, go check it out. James, I got to ask you and maybe Ed can chime in over the top, but it seems so obvious. Data. Secure the data. Why is it so hard? Why isn't this so obvious? What's the problem? Why is it so difficult? Why are there so many different solutions? It just seems so obvious. You know, you got ransomware, you got injection of different malicious payloads. There's a ton of things going on around the data. Why is, this so obvious? Why isn't it solved? >> Well, I think there have been solutions available for a long time. But the challenge, the difficulty that I see, is that it is a moving target. As bad actors learn new vulnerabilities, new approaches and as new technology becomes available, that opens additional attack vectors. >> Yeah. >> That's the challenge, is keeping up on the changing world including keeping up on the new ways that people are finding to exploit vulnerabilities. >> And you got sensitive data at iPipeline. You do a lot of insurance, wealth management, all kinds of sensitive data, super valuable. This brings me up, reminds me of the Sony hack Ed, years ago. Companies are responsible for their own militia. I mean, cybersecurity is no government help for sure. I mean, companies are on the hook. As we mentioned earlier at the top of this interview, this really is highlighted that IT departments have to evolve to large scale cloud, cloud native applications, automation, AI machine learning all built in, to keep up at the scale. But also from a defense standpoint. I mean, James you're out there, you're in the front lines, you got to defend yourself basically, and you got to engineer it. >> A hundred percent. And just to go on top of what James was saying is, I think there, one of the big factors and we've seen this. There's skill shortages out there. There's also just a pure lack of understanding. When we look at Amazon S3 or object storage in general, it's not an executable file system. So people sort of assume that, oh, I'm safe. It's not executable. So I'm not worried about it traversing my storage network. And they also probably have the assumption that the cloud providers, Amazon is taking care of this for them. And so it's this aha moment. Like you mentioned earlier, that you start to think, oh it's not about where the data is sitting per se. It's about scanning it as close to the storage spot. So when it gets to the end user, it's safe and secure. And you can't rely on the end user's environment and system to be in place and up to date to handle it. So it's that really, that lack of understanding that drives some of these folks into this. But for a while, we'll walk into customers and they'll say the same thing you said, John. Why haven't I been doing this for so long? And it's because they didn't understand that it was such a risk. That's where that blind spot comes in. >> James, it's just a final note on your environment. What's your goals for the next year? How's things going over there on your side? How you look at the security posture? What's on your agenda for the next year? How are you guys looking at the next level? >> Yeah. Well, our goal as it relates to this is to continue to move our existing applications over to AWS to run natively there. Which includes moving more data into S3 and leveraging the cloud storage security solution to scan that and ensure that there are no vulnerabilities that are getting in. >> And the ingestion, is there like a bottlenecks log jams? How do you guys see that scaling up? I mean, what's the strategy there? Just add more S3? >> Well, S3 itself scales automatically for us and the cloud storage solution gives us leverage to pull to do that. As Ed mentioned, we ingested a large amount of data during our initial migration which created a bottleneck for us. As we were preparing to move our users over, we were able to make an adjustment in the admin console and spin up additional processes entirely behind the scenes and broke the log jam. So I don't see any immediate concerns there, being able to handle the load. >> The term cloud native and hyperscale native, cloud native, one cloud's hybrid. All these things are native. We have antivirus native coming soon. And I mean, this is what we're basically doing is making it native into the workflows. Security native. And soon there's going to be security clouds out there. We're starting to see the rise of these new solutions. Can you guys share any thoughts or vision around how you see the industry evolving and what's needed? What's working and what's needed? Ed, we'll start with you. What's your vision? >> So I think the notion of being able to look at and view the management plane and control that has been where we're at right now. That's what everyone seems to be doing and going after. I think there are niche plays coming up. Storage is one of them, but we're going to get to a point where storage is just a blanket term for where you put your stuff. I mean, it kind of already is that. But in AWS, it's going to be less about S3. Less about work docs, less about EVS. It's going to be just storage and you're going to need a solution that can span all of that to go along with where we're already at the management plane. We're going to keep growing the data plane. >> James, what's your vision for what's needed in the industry? What's the gaps, what's working, and where do you see things going? >> Yeah, well, I think on the security front specifically, Ed's probably a little bit better equipped to speak to them than I am since that his primary focus. But I see the need for just expanded solutions that are cloud native that fit and fit nicely with the Amazon technologies. Whether that comes from Amazon or other partners like Cloud Storage Security to fill those gaps. We are focused on the financial services and insurance industries. That's our niche. And we look to other partners like Ed to help be the experts in these areas. And so that's really what I'm looking for, is the experts that we can partner with that are going to help fill those gaps as they come up and as they change in the future. >> Well, James, I really appreciate you coming on, sharing your story and I'll give you the final word. Put a quick, spend a minute to talk about the company. I know Cloud Storage Security is an AWS partner with the security software competency and is one of I think 16 partners listed in the competency and the data category. So take a minute to explain what's going on with the company, where people can find more information, how they buy and consume the products. >> Okay. >> Put the plug in. >> Yeah, thank you for that. So we are a fast growing startup. We've been in business for two and a half years now. We have achieved our security competency as John indicated. We're one of 16 data protection security competent ISV vendors globally. And our goal is to expand and grow a platform that spans all storage types that you're going to be dealing with and answer basic questions. What do I have and where is it? Is it safe to use? And am I in proper control of it? Am I being alerted appropriate? So we're building this storage security platform, very laser focused on the storage aspect of it. And if people want to find out more information, you're more than welcome to go and try the software out on Amazon marketplace. That's basically where we do most of our transacting. So find it there. Start of free trial. Reach out to us directly from our website. We are happy to help you in any way that you need it. Whether that's storage assessments, figuring out what data is important to you and how to protect it. >> All right, Ed. Thank you so much. Ed Casmer, founder and CEO of Cloud Storage Security. And of course James Johnson, AVP of Research and Development, iPipeline customer. Gentlemen, thank you for sharing your story and featuring the company and the value proposition, certainly needed. This is season two, episode four. Thanks for joining us. Appreciate it. >> Casmer: Thanks John. >> Okay. I'm John Furrier. That is a wrap for this segment of the cybersecurity season two, episode four. The ongoing series covering the exciting startups from Amazon's ecosystem. Thanks for watching. (upbeat music)

Published Date : Sep 7 2022

SUMMARY :

of the AWS Startup Showcase. and migrating the cloud. now that you have hybrid cloud, that it needs to happen, They're kind of blind to that. that data is safe to use. When you talk about that, S3 buckets not configured properly. is that the users and the customers that have actually and what's it all about? migrating that to the cloud, for the cloud based AV solution? move that out of the application layer, I got to ask Ed, and and the data that you see Furrier: James, what's your take? audits that we go through I have to kind of inquire partners that we have get in the weeds there, You don't have to be as and look at the board room or the precautions we can and being able to scale This is where you start to see and you look at the James, I got to ask you But the challenge, the that people are finding to I mean, companies are on the hook. that the cloud providers, at the next level? and leveraging the cloud and the cloud storage And soon there's going to be of being able to look at is the experts that we can partner with and the data category. We are happy to help you in and featuring the company the exciting startups

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Keith Townsend, The CTO Advisor & James Urquhart, VMware | VMware Explore 2022


 

>>Okay, welcome back everyone. Day three of the cube coverage here at VMware VMware Explorer, not world 12 years. The Cube's been covering VMware is end user conference this year. It's called explore previously world. We got two great guests, friends of the cube friend, cube, alumni and cloud rod, Keith Townson, principal CTO advisor, air streaming his way into world this year in a big way. Congratulations. And course James Erhard principal technology, a at tan zoo cloud ARA. He's been in cloud game for a long time. We've known each other for a long, long time, even before cloud was cloud. So great to see you guys. Thanks for coming on. >>Ah, it's a pleasure, always happy to >>Be here. So day threes are kind of like riff. I'll throw out super cloud. You guys will, will trash it. We'll debate. It'll be controversial and say this damage done by the over rotation of developer experience. We'll defend Tansu, but really the end of the game is, is that guys, we have been on the cloud thing for a long time. We're we're totally into it. And we've been saying infrastructure is code as the end state. We want to get there. Right? DevOps and infrastructure is code has always been the, the, the underlying fire burning in, in all the innovation, but it's now getting legitimately enterprised it's adopted in, in, in large scale, Amazon web services. We saw that rise. It feels we're in another level right now. And I think we're looking at this new wave coming. And I gotta say, you know, the Broadcom thing has put like an electric shock syndrome into this ecosystem cuz they don't know what's gonna happen next. So as a result, everyone's kind of gotta spring in their step a little, whether it's nervous, energy or excitement around something happening, it's all cloud native. So, you know, as VMware's got such a great investment in cloud native, but yet multi cloud's the story. Right? So, so messaging's okay. So what's happening here? Like guys let's, let's break it down. You're on the show floor of the Airstream you're on the inside, but with the seeing the industry, James will start with you what's happening this year with cloud next level and VMware's future. >>Yeah, I think the big thing that is happening is that we are beginning to see the true separation of capacity delivery from capacity consumption in computing. And what I mean by that is the, the abstractions that sort of bled between the idea of a server and the idea of an application have sort of become separated much better. And I think Kubernetes is, is the strong evidence of that. But also all of the public cloud APIs are strong evidence of that. And VMware's APIs, frankly, before that we're strong evidence of that. So I think what's, what's starting to happen now then is, is developers have really kind of pulled very far away from, from anything other than saying, I need compute, I need network. I need storage. And so now you're seeing the technologies that say, well, we've figured out how to do that at a team level, like one team can automate an application to an environment, but another team will, you know, other teams, if I have hundreds of teams or, or thousands of applications, how do I handle that? And that's what the excitement I think is right >>Now. I mean the, the developer we talking, we're going on camera before you came on camera Keith around, you know, your contr statement around the developer experience. Now we, I mean, I believe that the cloud native development environment is doing extremely well right now. You talk to, you know, look around the industry. It's, it's at an all time high and relative to euphoria, you know, sit on the beach with sunglasses. You couldn't be better if you were a developer open source, booming, everything's driving to their doorstep, self service. They're at the center of the security conversation, which shift left. Yeah. There's some things there, but it's, it's a good time. If you're a developer now is VMware gonna be changing that and, and you know, are they gonna meet the developers where they are? Are they gonna try to bring something new? So these are conversations that are super important. Now VMware has a great install base and there's developers there too. So I think I see their point, but, but you have a take on this, Keith, what's your, what's your position on this? How do the developer experience core and tangential played? >>Yeah, we're I think we're doing a disservice to the industry and I think it's hurting and, or D I think I'm gonna stand by my statement. It's damaging the in industry to, to an extent VMware >>What's damaging to the >>Industry. The focusing over focusing on developer experience developer experience is super important, but we're focusing on developer experience the, the detriment of infrastructure, the infrastructure to deliver that developer experience across the industry isn't there. So we're asking VMware, who's a infrastructure company at core to meet the developer where the developer, the developer is at today with an infrastructure that's not ready to deliver on the promise. So when we're, when NetApp is coming out with cool innovations, like adding block storage to VMC on AWS, we collectively yawn. It's an amazing innovation, but we're focused on, well, what does that mean for the developer down the road? >>It should mean nothing because if it's infrastructure's code, it should just work, right. >>It should just work, but it doesn't. Okay. >>I see the damage there. The, >>The, when you're thinking, oh, well I should be able to just simply provide Dr. Service for my on-prem service to this new block level stores, because I can do that in a enterprise today. Non-cloud, we're not there. We're not at a point where we can just write code infrastructure code and that happens. VMware needs the latitude to do that work while doing stuff like innovating on tap and we're, you know, and then I think we, we, when buyers look at what we say, and we, we say VMware, isn't meeting developers where they're at, but they're doing the hard work of normalizing across clouds. I got off a conversation with a multi-cloud customer, John, the, the, the, the unicorn we all talk about. And at the end I tried to wrap up and he said, no, no, no way. I gotta talk about vRealize. Whoa, you're the first customer I heard here talk about vRealize and, and the importance of normalizing that underlay. And we just don't give these companies in this space, the right >>Latitude. So I'm trying to, I'm trying to rock a little bit what you're saying. So from my standpoint, generically speaking, okay. If I'm a, if the developers are key to the, to the cloud native role, which I, I would say they are, then if I'm a developer and I want, and I want infrastructure as code, I'm not under the hood, I'm not getting the weeds in which some lot people love to do. I wanna just make things work. So meet me where I'm at, which means self-service, I don't care about locking someone else should figure that problem out, but I'm gonna just accelerate my velocity, making sure it's secure. And I'm moving on being creative and doing my thing, building apps. Okay. That's the kind of the generic, generic statement. So what has to happen in your mind to >>Get there? Yeah. Someone, someone has to do the dirty work of making the world move as 400, still propagate the data center. They're still H P X running SAP, E there's still, you know, 75% of the world's transactions happen through SAP. And most of that happens on bare metal. Someone needs to do the plumbing to give that infrastructure's cold world. Yeah. Someone needs to say, okay, when I want to do Dr. Between my on premises edge solution and the public cloud, someone needs to make it invisible to the Kubernetes, the, the Kubernetes consuming that, that work isn't done. Yeah. It >>Is. It's an >>Opportunity. It's on paper. >>It's an opportunity though. It's not, I mean, we're not in a bad spot. So I mean, I think what you're getting at is that there's a lot of fix a lot of gaps. All right. I want Jay, I wanna bring you in, because we had a panel at super cloud event. Chris Hoff, you know, beaker was on here. Yeah. He's always snarky, but he's building, he's been building clouds lately. So he's been getting his, his hands dirty, rolling up his sleeves. The title of panel was originally called the innovators dilemma with a question, mark, you know, haha you know, innovators, dilemma, little goof on that. Cuz you know, there's challenges and trade offs like, like he's talking about, he says we should call it the integrator's dilemma because I think a lot of people are talking about, okay, it's not as seamless as it can be or should be in the Nirvana state. >>But there's a lot of integration going on. A lot of APIs are, are key to this API security. One of the most talked about things. I mean I interviewed six companies on API security in the past couple months. So yeah. I mean I never talked to anybody about API security before this year. Yeah. APIs are critical. So these key things of cloud are being attacked. And so there's more complexity as we're getting more successful. And so, so I think this is mucking up some of the conversations, what's your read on this to make the complexity go away. You guys have the, the chaos rain here, which I actually like that Dave does too, but you know, Andy Grove once said let chaos rain and then rain in the chaos. So we're in that reign in the chaos mode. Now what's your take on what Keith was saying around. Yeah. >>So I think that the one piece of the puzzle that's missing a little bit from Keith's narrative that I think is important is it's really not just infrastructure and developers. Right? It's it's there's in fact, and, and I, I wrote a blog post about this a long time ago, right? There's there's really sort of three layers of operations that come out of the cloud model in long term and that's applications and infrastructure at the bottom and in the middle is platform and services. And so I think one of the, this is where VMware is making its play right now is in terms of providing the platform and service capability that does that integration at a lower level works with VMs works with bare metal, works with the public cloud services that are available, makes it easy to access things like database services and messaging services and things along those lines. >>It makes it easy to turn code that you write into a service that can be consumed by other applications, but ultimately creates an in environment that begins to pull away from having to know, to write code about infrastructure. Right. And so infrastructure's, code's great. But if you have a right platform, you don't have to write code about infrastructure. You can actually D declare what basic needs of the application are. And then that platform will say, okay, well I will interpret that. And that's really, that's what Kubernetes strength is. Yeah. And that's what VMware's taking advantage of with what we're doing >>With. Yeah. I remember when we first Lou Tucker and I, and I think you might have been in the room during those OpenStack days and when Kubernetes was just starting and literally just happened, the paper was written, gonna go out and a couple companies formed around it. We said that could be the interoperability layer between clouds and our, our dream at that time was Hey. And, and we, we mentioned and Stratus in our, our super cloud, but the days of spanning clouds, a dream, we thought that now look at Kubernetes. Now it's kind of become that defacto rallying moment for, I won't say middleware, but this abstraction that we've been talking about allows for right once run anywhere. I think to me, that's not nowhere in the market today. Nobody has that. Nobody has anything that could write once, read one, write once and then run on multiple clouds. >>It's more true than ever. We had one customer that just was, was using AKs for a while and then decided to try the application on EKS. And they said it took them a couple of hours to, to get through the few issues they ran into. >>Yeah. I talked to a customer who who's going from, who went from VMC on AWS to Oracle cloud on Oracle cloud's VMware solution. And he raved about now he has a inherent backup Dr. For his O CVS solution because there's a shim between the two. And >>How did he do >>That? The, there there's a solution. And this is where the white space is. James talked about in the past exists. When, when I go to a conference like Cuban, the cube will be there in, in Detroit, in, in, in about 45 days or so. I talk to platform group at the platform group. That's doing the work that VMware red had hash Corp all should be doing. I shouldn't have to build that shim while we rave and, and talk about the power Kubernetes. That's great, but Kubernetes might get me 60 to 65% of their, for the platform right now there's groups of developers within that sit in between infrastructure and sit in between application development that all they do is build platforms. There's a lot of opportunity to build that platform. VMware announced tap one, 1.3. And the thing that I'm surprised, the one on Twitter is talking about is this API discovery piece. If you've ever had to use an API and you don't know how to integrate with it or whatever, and now it, it just magically happens. The marketing at the end of developing the application. Think if you're in you're, you're in a shop that develops hundreds of applications, there's thousands or tens of thousands of APIs that have to be documented. That's beating the developer where it's at and it's also infrastructure. >>Well guys, thanks for coming on the cube. I really appreciate we're on a time deadline, which we're gonna do more. We'll follow up on a power panel after VMware Explorer. Thanks for coming on the cube. Appreciate it. No problem. See you pleasure. Yeah. Okay. We'll be back with more live coverage. You, after this short break, stay with us.

Published Date : Sep 1 2022

SUMMARY :

So great to see you guys. And I gotta say, you know, the Broadcom thing has put like an electric shock syndrome into this ecosystem And I think Kubernetes is, It's, it's at an all time high and relative to euphoria, you know, sit on the beach with sunglasses. It's damaging the in industry the detriment of infrastructure, the infrastructure to deliver that developer It should just work, but it doesn't. I see the damage there. VMware needs the latitude to If I'm a, if the developers are key to the, to the cloud native role, Between my on premises edge solution and the public cloud, It's on paper. it the integrator's dilemma because I think a lot of people are talking about, okay, I mean I interviewed six companies on API security in the past couple months. that come out of the cloud model in long term and that's applications and infrastructure It makes it easy to turn code that you write into a service that can be consumed by other applications, We said that could be the interoperability layer between clouds and our, our dream at that time was Hey. And they said it took them a couple of hours to, to get through the few issues they ran into. And he raved about now And the thing that I'm surprised, Thanks for coming on the cube.

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Steven Jones, AWS | VMware Explore 2022


 

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

Published Date : Sep 1 2022

SUMMARY :

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

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James Bion, DXC Technology | VMware Explore 2022


 

(upbeat music) >> Good afternoon. theCUBE is live at VMware Explorer. Lisa Martin here in San Francisco with Dave Nicholson. This is our second day of coverage talking all things VMware and it's ecosystem. We're excited to welcome from DXC Technology, James Bion, Hybrid Cloud and Multi Cloud Offering manager to have a conversation next. Welcome to the program. >> Thank you very much. >> Welcome. >> Talk to us a little bit about before we get into the VMware partnership, what's new at DXC? What's going on? >> So DXC is really evolving and revitalizing into more of a cloud orientated company. So we're already driving change in our customers at the moment. We take them on that cloud journey, but we're taking them in the right way, in a structured mannered way. So we are really excited about it, we're kicking off our Cloud First type, Cloud Right sort of story and helping customers on that journey. >> Yesterday in the keynote, VMware was talking about customers are on this Cloud chaos phase, they want to get to Cloud Smart. You're saying they want to get to Cloud Right. Talk to us about what DXC Cloud Right is, what does it mean? What does it enable businesses to achieve? >> That's a very good question. So DXC has come up with this concept of Cloud Right, we looked at it from a services and outcome. So what do customers want to achieve? And how do we get it successfully? This is not a technology conversation, this is about putting the right workloads at the right place, at the right time, at the right cost to get the right value for your business. It's not about just doing it for the sake of doing it, okay. There's a lot of changes it's not technology only you've got to change how people operate. You've got to work through the organizational change. You need to ensure that you have the right security in place to maintain it. And it's about value, really about value proposition. So we don't just focus on cost, we focus on operations of it, we focus on security of it. We focus on ensuring the value proposition of it and putting not just for one Cloud, it's the right place. Big focus on Hybrid and Multi Cloud solutions in particular, we're very excited about what's happening with VMware Cloud on maybe AWS or et cetera because we see there a real dynamic change for our customers where they can transition across to the right Cloud services, at the right time, at the right place, but minimal disruption to the actual operation of their business. Very easy to move a workload into that place using the same skilled resources, the same tools, the same environment that you have had for many years, the same SLAs. Customers don't want a variance in their SLAs, they just want an outcome at a right price and the right time. >> Right, what are some of the things going on with the VMware partnership and anything you know, here we are at this the event called the theme is "The Center of the Multi Cloud Universe", which I keep saying sounds like a Marvel movie, I think there needs to be some superheroes here. But how is DXC working with VMware to help customers that are in Multi Cloud by default, not by design? >> That's a very good one. So DXC works jointly with VMware for more than a thousand clients out there. Wide diversity of different clients. We go to market together, we work collaboratively to put roadmaps in place for our clients, it's a unified team. On top of that, we have an extremely good VMware practice, joint working VMware team working directly with DXC dedicated resources and we deliver real value for clients. For example, we have a customer experience zone, we have a customer innovation zone so we can run proof of concepts on all the different VMware technologies for customers. If they want to try something different, try and push the boundaries a little bit with the VMware products, we can do that for them. But at the end of the day we deliver outcome based services. We are not there to deliver a piece of software, but a technology which show the customer the value of the service that they've been receiving within that. So we bring the VMware fantastic technologies in and then we bring the DXC managed services which we do so well and we look after our customers and do the right thing for our customers. >> So what does the go-to market strategy look like from a DXC perspective? We say that there are a finite number of strategic seats at the customer table. DXC has longstanding deep relationships with customers, so does VMware and probably over a shorter period of time, the Hyper scale Cloud Providers. How are you approaching these relationships with customers? Is it you bringing in your friends from the cloud? Is it the cloud bringing in their friend DXC? What does it look like? >> So we have relationships with all of them, but were agnostic. So we are the people who bring it all together into that unified platform and services that the customers expect. VMware will bring us certainly to the table and we'll bring VMware to the table. Equally, we work very collaboratively with all the cloud providers and we work in deals together. They bring us deals, we bring them deals. So it works extremely well from that perspective, but of course it's a multi-cloud world these days. We don't just deal with one cloud provider, we'll normally have all of the different services to find the right place for our customers. >> Now, one thing that that's been mentioned from DXC is this idea that Cloud First which has been sort of a mantra that scores you points if you're a CIO lately, maybe that's not the best way to wake up in the morning. Why not saying, Cloud First? >> So we have a lot of clients who who've tried that Cloud First journey and they've aggressively taken on migration of workloads. And now that they've settled in a few of those they're discovering maybe the ROI isn't quite what they expected it was going to be. That transformation takes a long time, a very long time. We've seen some of the numbers around averaging a hundred apps can take up to seven years to transition and transform, that's a long time. It makes you almost less agile by doing the transformation quite ironically. So DXC's Cloud Right program really helps you to ensure that you assess those workloads correctly, you target the ones that are going to give you the best business value, possibly the best return on investment using our Cloud and advisory practice to do that. And then obviously off the back of that we've got our migration teams and our run services and our application modernization factories and our application platforms for that. So DXC Cloud Right can certainly help our customers on that journey and get that sort of Hybrid Multi Cloud solution that suits their particular outcomes, not just one Cloud provider. >> So Cloud Right isn't just Cloud migration? >> No. >> People sometimes confuse digital transformation with Cloud migration. >> Correct. >> So to be clear Cloud Right and DXC has the ability to work with customers on not just, oh, here, this is how we box it up and ship it out, but what makes sense to box up and ship out. >> Correct, and it's all about that whole end to end life cycle. Remember, this is not just a technology conversation, this is an end to end business conversation. It's the outcomes are important, not the technology. That's why you have good partners like DXC who will help you on that technology journey. >> Let's talk about in the dynamics of the market the last couple of years, we saw so many customers in every industry race to the Cloud, race to digitally transform. You bring up a good point of people interchangeably talking about digital transformation, Cloud migration, but we saw the massive adoption of SaaS technologies. What are you seeing? Are you seeing customers in that sort of Cloud chaos as VMware calls it? That you're coming in with the Cloud Right approach saying, let's actually figure out, you may have done this because of the pandemic maybe it was accelerated, you needed to facilitate collaboration or whatnot, but actually this is the right approach. Are you seeing a lot of customers in that situation? >> We are certainly seeing some customers going into that chaos world. Some of them are still in the early stages of their journey and are taking a more cautious step towards in particular, the companies that would die on systems to be up available all the time. Others have gone too far, the other are in extreme are in the chaos world. And our Cloud Right program will certainly help them to pull their chaos back in, identify what workloads are potentially running in the wrong place, get the framework in place for ensuring that security and governance is in place. Ensuring that we don't have a cost spend blowout in particular, make sure that security is key to everything that we do and operations is key to everything we do. We have our own intelligent Platform X, it's called, our service management platform which is really the engine that sits behind our delivery mechanism. And that's got a whole lot of AI analytics engines in there to identify things and proactively identify workload placements, workload repairs, scripting, and hyper automation behind that too, to keep available here and there. And that's really some of our Cloud Right story, it's not just sorting out the mess, it's sorting out and then running it for you in the right way. >> So what does a typical, a customer engagement look like for a customer in that situation? >> So we would obviously engage our client right advisory team and they would come in and sit down with your application owners, sit down with the business units, identify what success needs to look like. They do all the discovery, they'll run it through our engines to identify what workloads are in the right place, should go to the right place. Just 'cause you can do something doesn't mean you should do something and that's an important thing. So we will come back with that and say, this is where I think your cloud roadmap journey should be. And obviously that takes an intuitive process, but we then can pick off the key topics early at the right time and that low hanging fruit that's really going to drive that value for the customer. >> And where are your customer conversations these days? I mean from a Cloud perspective, digital transformation, we're seeing everything escalate up the C-suite? Are you engaging the executives in this conversation so that they really want to facilitate, let's do things the right way that's the most efficient that allows us as a business to do what we're best at? >> So where we've seen programs fail is where we don't have executive leadership and brought in from day one. So if you don't have that executive and business driver and business leadership, then you're definitely not going to be successful. So to answer your question, yes, of course we are, but we also working directly with the IT departments as well. >> So you just brought up an insight executive alignment, critically important. Based on what you've experienced in the real world, contrast that with the sort of message to the world that we hear constantly about Cloud and IT, what would be the most shocking thing that you can share with us that people might not be aware of? It's like what shocks you the most about the disconnect between what everybody talks about and the reality on the ground? Don't name any names of anyone, but give us an example of the like, this is what's really going on. >> So, we certainly are seeing that big sort of move into Cloud quickly, okay. And then the big bill shock comes and just moving a workload across doesn't mean you're in Cloud, it's a transition and transformation to the SaaS and power services, it's where you get your true value out of cloud. So the concept that just 'cause it's in Cloud it's cheap is not always the case. Doing it right in Cloud is definitely going to have some cost value, but it's going to bring other additional values to their business. It's going to give them agility, it's going to give them resilience. So if you look at all three of those platforms cost, agility, and resilience and live across all three of those, then you're definitely going to get the best outcomes. And we've certainly seen some of those where they haven't taken all of those into consideration, quite often it's cost is what drives it, not the other two. And if you can't keep operations up working efficiently then you are in a lot of trouble. >> So Cloud wrong comes with sticker shock. >> It certainly does. >> What's on the horizon for DXC? >> We're certainly seeing a big drive towards apps modernization and certainly help our customers on that journey. DXC is definitely a Cloud company, may that be on Hybrid Cloud, Private Cloud, Public Cloud, DXC is certainly leading that edge and pushing it forward. >> Excellent, James, thank you so much for joining us on the program today talking about what Cloud Right is, the right approach, how you're helping customers really get to that right approach with the people, the processes, and the technology. We appreciate your time. >> Thank you very much. >> For our guest and Dave Nicholson, I'm Lisa Martin. You're watching theCUBE live from VMware Explorer, 2022. Our next guest joins us momentarily so don't change the channel. (upbeat music)

Published Date : Aug 31 2022

SUMMARY :

Welcome to the program. in our customers at the moment. Yesterday in the keynote, Cloud, it's the right place. is "The Center of the But at the end of the day we of strategic seats at the customer table. that the customers expect. maybe that's not the best way are going to give you with Cloud migration. Right and DXC has the ability important, not the technology. in every industry race to the Cloud, to everything that we So we will come back with that and say, So to answer your question, and the reality on the ground? So the concept that just So Cloud wrong comes DXC is certainly leading that to that right approach with the people, so don't change the channel.

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Ed Casmer & James Johnson Event Sesh (NEEDS SLIDES EDL)


 

(upbeat intro music) >> Hello, everyone. Welcome back to theCube's presentation of the AWS Startup Showcase. This is season two, episode four, of the ongoing series covering the exciting startups from the a AWS ecosystem. Talk about cybersecurity. I'm your host, John Furrier. Here, excited to have two great guests. Ed Casmer, Founder & CEO of Cloud Storage Security. Back, Cube alumni. And also James Johnson, AVP of Research & Development, iPipeline here. Here to talk about Cloud Storage Security, antivirus on S3. Gents, thanks for joining us today. >> Thank you, John. >> Thank you. >> So, the topic here is cloud security, storage security. Ed, we had a great Cube conversation previously, earlier in the month. You know, companies are modernizing their apps and migrating to the cloud. That's fact. Everyone kind of knows that. Been there, done that. You know, clouds have the infrastructure, they got the OS, they got protection. But, the end of the day, the companies are responsible and they're on the hook for their own security of their data. And this is becoming more preeminent now that you have hybrid cloud, cloud operations, cloud-native applications. This is the core focus right now. In the next five years. This is what everyone's talking about. Architecture, how to build apps, workflows, team formation. Everything's being refactored around this. Can you talk about how organizations are adjusting, and how they view their data security in light of how applications are being built and specifically, around the goodness of say, S3? >> Yep, absolutely. Thank you for that. So, we've seen S3 grow 20,000% over the last 10 years. And that's primarily because companies like James with iPipeline, are delivering solutions that are leveraging this object storage more and above the others. When we look at protection, we typically fall into a couple of categories. The first one is, we have folks that are worried about the access of the data. How are they dealing with it? So, they're looking at configuration aspects. But, the big thing that we're seeing is that customers are blind to the fact that the data itself must also be protected and looked at. And, so, we find these customers who do come to the realization that it needs to happen. Finding out like how asking themselves, "How do I solve for this?" And, so, they need lightweight, cloud-native built solutions to deliver that. >> So, what's the blind spot? You mentioned there's a blind spot. They're kind of blind to that. What specifically are you seeing? >> Well, so when we get into these conversations, the first thing that we see with customers is, "I need to predict how I access it." This is everyone's conversation. "Who are my users? How do they get into my data? How am I controlling that policy? Am I making sure there's no east-west traffic there, once I've blocked the north-south?" But, what we really find is that the data is the key packet of this whole process. It's what gets consumed by the downstream users. Whether that's an employee, a customer, a partner. And, so, it's really the blind spot is the fact that we find most customers not looking at whether that data is safe to use. >> It's interesting. You know, when you talk about that, I think about like all the recent breaches and incidents. "Incidents" they call them. >> Yeah. >> They're really been around user configurations. S3 buckets not configured properly. And this brings up what you're saying, is that the users and the customers have to be responsible for the configurations, the encryption, the malware aspect of it. Don't just hope that AWS has the magic to do it. Is that kind of what you're getting at here? Is that the similar? Am I correlating that properly? >> Absolutely. That's perfect. And, and we've seen it. We've had our own customers, luckily, iPipeline's not one of them, that have actually infected their end users, because they weren't looking at the data. >> Yeah. And that's a huge issue. So, James, let's get in, you're a customer-partner. Talk about your relationship with these guys and what's it all about? >> Yeah. Well, iPipeline is building a digital ecosystem for life insurance and wealth management industries to enable the sale of life insurance to underinsured and uninsured Americans, to make sure that they have the coverage that they need should something happen. And, our solutions have been around for many years in a traditional data center type of an implementation. And, we're in process now of migrating that to the cloud, moving it to AWS. In order to give our customers a better experience, better resiliency, better reliability. And, with that, we have to change the way that we approach file storage and how we approach scanning for vulnerabilities in those files that might come to us via feeds from third parties, or that are uploaded directly by end users that come to us from a source that we don't control. So, it was really necessary for us to identify a solution that both solved for these vulnerability scanning needs, as well as enabling us to leverage the capabilities that we get with other aspects of our move to the cloud. Being able to automatically scale based on load, based on need. To ensure that we get the performance that our customers are looking for. >> So, tell me about your journey to the cloud, migrating to the cloud, and how you're using S3. Specifically, what led you to determine the need for the cloud-based AV solution? >> Yeah. So, when we looked to begin moving our applications to the cloud, one of the realizations that we had is that our approach to storing certain types of data, was a bit archaic. We were storing binary files in a database, which is not the most efficient way to do things. And, we were scanning them with the traditional antivirus engines, that would've been scaled in traditional ways. So, as our need grew, we would need to spin up additional instances of those engines to keep up with load. And we wanted a solution that was cloud-native, and would allow us to scan more dynamically without having to manage the underlying details of how many engines do I need to have running for a particular load at a particular time, and being able to scan dynamically and also being able to move that out of the application layer, being able to scan those files behind the scenes. So, scanning in, when the file's been saved in S3. It allows us to scan and release the file once it's been deemed safe, rather than blocking the user while they wait for that scan to take place. >> Awesome. Well, thanks for sharing that. I got to ask Ed and James, same question. And next is, how does all this factor into audits and self-compliance? Because, when you start getting into this level of sophistication, I'm sure it probably impacts reporting, workflows. Can you guys share the impact on that piece of it? The reporting. >> Yeah, I'll start with a comment, and James will have more applicable things to say. But, we're seeing two things. One, is you don't want to be the vendor whose name is in the news for infecting your customer base. So, that's number one. so you have to put something like this in place and figure that out. The second part is, we do hear that under SOC 2, under PCI, different aspects of it, there are scanning requirements on your data. Traditionally, we've looked at that as endpoint data and the data that you see in your on-prem world. It doesn't translate as directly to cloud data, but, it's certainly applicable. And if you want to achieve SOC 2 or you want to achieve some of these other pieces, you have to be scanning your data as well. >> James, what's your take? As practitioner, you're living it. >> Yeah. That's exactly right. There are a number of audits that we go through, where this is a question that comes up both from a SOC perspective, as well as our individual customers, who reach out, and they want to know where we stand from a security perspective and a compliance perspective. And, very often, this is a question of "How are you ensuring that the data that is uploaded into the application is safe and doesn't contain any vulnerabilities?" >> James, if you don't mind me asking. I have to kind of inquire, because I can imagine that you have users on your system, but also you have third parties, relationships. How does that impact this? What's the connection? >> That's a good question. We receive data from a number of different locations. From our customers directly, from their users, and from partners that we have, as well as partners that our customers have. And, as we ingest that data, from an implementation perspective, the way we've approached this, there's minimal impact there in each one of those integrations, because everything comes into the S3 bucket and is scanned before it is available for consumption or distribution. But, this allows us to ensure that no matter where that data is coming from, that we are able to verify that it is safe before we allow it into our systems or allow it to continue on to another third party, whether that's our customer or somebody else. >> Yeah. I don't mean to get in the weeds there, but it's one of those things where, you know, this is what people are experiencing right now. You know, Ed, we talked about this before. It's not just siloed data anymore. It's interactive data. It's third party data from multiple sources. This is a scanning requirement. >> Agreed. I find it interesting, too. I think James brings it up. We've had it in previous conversations, that not all data's created equal. Data that comes from third parties that you're not in control of, you feel like you have to scan and other data you may generate internally. You don't, have to be as compelled to scan that, although it's a good idea. But it's, you can kind of, as long as you can sift through and determine which data is which, and process it appropriately, then you're in good shape. >> Well, James. You're living the cloud security storage security situation, here. I got to ask you if you zoom out, not get in the weeds, and look at kind of the boardroom or the management conversation. Tell me about how you guys view the data security problem. I mean, obviously it's important, right? So, can you give us a level of, you know, how important it is for iPipeline and with your customers and where does this S3 piece fit in? I mean, when you guys look at this holistically, for data security, what's the view? What's the conversation like? >> Yeah. Well, data security is critical. As Ed mentioned a few minutes ago, you don't want to be the company that's in the news because some data was exposed. That's something that nobody has the appetite for. And, so, data security is, first and foremost, in everything that we do. And that's really where this solution came into play and making sure that we had not only a solution, but, we had a solution that was the right fit for the technology that we're using. There are a number of options. Some of them have been around for a while. But this is focused on S3, which we were using to store these documents that are coming from many different sources. And, you know, we have to take all the precautions we can to ensure that something that is malicious doesn't make its way into our ecosystem or into our customers' ecosystems through us. >> What's the primary use case that you see the value here with these guys? What's the "aha" moment that you had? >> With the Cloud Storage Security, specifically, it was really, it goes beyond the security aspects of being able to scan for vulnerable files, which is there are a number of options and, and they're one of those. But for us, the key was being able to scale dynamically without committing to a particular load, whether that's under committing or over committing. As we move our applications from a traditional data center type of installation to AWS, we anticipated a lot of growth over time. And being able to scale up very dynamically, you know, literally moving a slider within the admin console was key to us, to be able to meet our customer's needs without overspending. By building up something that was, dramatically larger than we needed in our initial rollout. >> Not a bad testimonial there, Ed. I mean. >> I agree. >> This is really highlights the applications using S3 more in the file workflow for the application in real time. This is where you start to see the rise of ransomware, other issues and scale matters. Can you share your thoughts and reaction to what James just said? >> Yeah, I think it's critical. I mean, as the popularity of S3 has increased, so has the fact that it's an attack vector now, and people are going after it. Whether that's to plant bad, malicious files, whether it's to replace code segments that are downloaded and used in other applications, it is a very critical piece. And when you look at scale, and you look at the cloud-native capability, there are lots of ways to solve it. You can dig a hole with a spoon, but a shovel works a lot better. And, in this case, you know, we take a simple example like James. They did a weekend migration, so, they've got new data coming in all the time. But, we did a massive migration. 5,000 files a minute being ingested. And, like he said, with a couple of clicks, scale up, process that over a sustained period of time, and then scale back down. So, you know, I've said it before. I said it on the previous one. We don't want to get in the way of someone's workflow. We want to help them secure their data and do it in a timely fashion, that they can continue with their proper processing and their normal customer responses. >> Yeah. Friction always has to be key. I know you're in the marketplace with your antivirus, for S3 on AWS. People can just download it. So, people are interested, go check it out. James, I got to ask you, and maybe Ed can chime in over the top, but, it seems so obvious. Data. Secure the data. Why is it so hard? Why isn't this so obvious? What's the problem? Why is it so difficult? Why are there so many different solutions? It just seems so obvious. You know, you got ransomware, you got injection of different malicious payloads. There's a ton of things going around around the data. Why is this? This is so obvious. Why isn't it solved? >> Well, I think there have been solutions available for a long time. That the challenge, the difficulty that I see is, that it is a moving target. As bad actors learn new vulnerabilities, new approaches. And as new technology becomes available, that opens additional attack vectors. That's the challenge. Is keeping up on the changing world. Including keeping up on the new ways that people are finding to exploit vulnerabilities. >> Yeah. And you got sensitive data at iPipeline. You do a lot of insurance, wealth management, all kinds of sensitive data, super valuable. You know, just brings me up, reminds me of the Sony hack, Ed, years ago. You know, companies are responsible for their own militia. I mean, cybersecurity, there's no government help for sure. I mean, companies are on the hook, as we mentioned earlier at the top of this interview. This really is highlighted that, IT departments and are, have to evolve to large scale cloud, you know, cloud-native applications, automation, AI machine learning all built in, to keep up at the scale. But, also, from a defense standpoint, I mean, James, you're out there, you're in the front lines. You got to defend yourself, basically, and you got to engineer it. >> A hundred percent. And just to go on top of what James was saying is, I think they're one of the big factors, and we've seen this. There's skill shortages out there. There's also just a pure lack of understanding. When we look at Amazon S3 or object storage in general, it's not an executable file system. So, people sort of assume that, "Oh, I'm safe. It's not executable. So, I'm not worried about it traversing my storage network." And they also probably have the assumption that the cloud providers, Amazon, is taking care of this for 'em. And, so, it's this "aha" moment, like you mentioned earlier. That you start to think, "Oh, it's not about where the data is sitting, per se, it's about scanning it as close to the storage spot. So, when it gets to the end user, it's safe and secure. And you can't rely on the end users' environment and system to be in place and up to date to handle it. So, it's that really, that lack of understanding that drives some of these folks into this, but for a while, we'll walk into customers and they'll say the same thing you said, John. "Why haven't I been doing this for so long?" And, it's because they didn't understand that it was such a risk. That's where that blind spot comes in. >> James, it's just a final note on your environment. What's your goals for the next year? How's things going over there in your side? How do you look at the security posture? What's on your agenda for the next year? How do you guys looking at the next level? >> Yeah, well, our goal as it relates to this is, to continue to move our existing applications over to AWS, to run natively there, which includes moving more data into S3 and leveraging the cloud storage security solution to scan that and ensure that it's, that there are no vulnerabilities that are getting in. >> And the ingestion? Is there like a bottlenecks, log jams? How do you guys see that scaling up? I mean, what's the strategy there? More, just add more S3? >> Well, S3 itself scales automatically for us and, the Cloud Storage Solution gives us levers to pull to do that. As Ed mentioned, we ingested a large amount of data during our initial migration, which created a bottleneck for us, as we were preparing to move our users over. We were able to, you know, make an adjustment in the admin console and spin up additional processes entirely behind the scenes and broke the log jam. So, I don't see any immediate concerns there. Being able to handle the load. >> You know, the term cloud-native and, you know, hyperscale-native, cloud-native, OneCloud, it's hybrid. All these things are native. We have anti-virus native coming soon. And I mean, this is what we're. You're basically doing is making it native into the workflows. Security native, and soon there's going to be security clouds out there. We're starting to see the rise of these new solutions. Can you guys share any thoughts or vision around how you see the industry evolving and what's needed, what's working and what's needed? Ed, we'll start with you. What's your vision? >> So, I think the notion of being able to look at and view the management plane and control that, has been where we're at right now. that's what everyone seems to be doing and going after. I think there are niche plays coming up, storage is one of them. But, we're going to get to a point where storage is just a blanket term for where you put your stuff. I mean, it kind of already is that, but, in AWS, it's going to be less about S3, less about work docs, less about EVS. It's going to be just storage and you're going to need a solution that can span all of that, to go along with where we're already at at the management plane. We're going to keep growing the data plane. >> James, what's your vision for what's needed in the industry? What's the gaps? What's working? And where do you see things going? >> Yeah, well, I think on the security front, specifically, Ed's probably a little bit better equipped to speak to them than I am. Since that's his primary focus. But I see the need for just expanded solutions that are cloud-native, that fit and fit nicely with the Amazon technologies, Whether that comes from Amazon or other partners like Cloud Storage Security, to fill those gaps. We're focused on, you know, the financial services and insurance industries. That's our niche. And we look to other partners, like Ed, to help be the experts in these areas. And so that's really what I'm looking for is, you know, the experts that we can partner with that are going to help fill those gaps as they come up and as they change in the future. >> Well, James, I really appreciate you coming on sharing your story. Ed, I'll give you the final word. Put a quick, spend a minute to talk about the company. I know Cloud Storage Security is an AWS partner, with the Security Software Competency. And is one of, I think, 16 partners listed in the competency and data category. So, take a minute to explain, you know, what's going on with the company, where people can find more information, how they buy and consume the products. >> Okay. >> Put the plug in. >> Yeah, thank you for that. So, we are a fast growing startup. We we've been in business for two and a half years, now. We have achieved our Security Competency. As John indicated, we're one of 16 data protection, Security Competent ISV vendors, globally. And, our goal is to expand and grow a platform that spans all storage types that you're going to be dealing with. And answer basic questions. "What do I have and where is it? Is it safe to use?" And, "Am I in proper control of it? Am I being alerted appropriately?" You know, so we're building this storage security platform, very laser-focused on the storage aspect of it. And, if people want to find out more information, you're more than welcome to go and try the software out on Amazon Marketplace. That's basically where we do most of our transacting. So, find it there, start a free trial, reach out to us directly from our website. We are happy to help you in any way that you need it, whether that's storage assessments, figuring out what data is important to you, and how to protect it. >> All right, Ed, thank you so much. Ed Casmer. Founder & CEO of Cloud Storage Security and of course James Johnson, AVP Research & Development, iPipeline customer. Gentlemen, thank you for sharing your story and featuring the company and the value proposition. It's certainly needed. This is season two, episode four. Thanks for joining us. Appreciate it. >> Thanks, John. >> Okay. I'm John Furrier. That is a wrap for this segment of the cybersecurity, season two, episode four. The ongoing series covering the exciting startups from Amazon's ecosystem. Thanks for watching. (gentle outro music)

Published Date : Aug 24 2022

SUMMARY :

of the ongoing series and migrating to the cloud. realization that it needs to happen. They're kind of blind to that. find is that the data is You know, when you talk about that, has the magic to do it. And, and we've seen it. and what's it all about? migrating that to the cloud, migrating to the cloud, is that our approach to storing certain I got to ask Ed and James, same question. and the data that you see James, what's your take? the data that is uploaded into because I can imagine that you the way we've approached this, get in the weeds there, You don't, have to be as I got to ask you if you zoom out, and making sure that we And being able to scale up I mean. and reaction to what I mean, as the popularity and maybe Ed can chime in over the top, That's the challenge. I mean, companies are on the the same thing you said, John. How do you guys looking at the next level? and leveraging the cloud and broke the log jam. and soon there's going to be of being able to look at that are going to help fill those gaps So, take a minute to explain, you know, We are happy to help you in and featuring the company the exciting startups

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Andrew Elvish & Christian Morin | CUBE Conversation


 

>>Welcome to this Q conversation. I'm Dave Nicholson. And today we are joined by Andrew ish and Chris Y Moran, both from Gentech. Andrew is the vice president of marketing. Chris John is the, uh, vice president of product engineering, gentlemen, welcome to the cube. >>Welcome David. Thanks for having us. Hey, >>David, thanks for having us on your show. >>Absolutely. Give us just, let's start out by, uh, giving us some background on, on Gentech. How would you describe to a relative coming over and asking you what you do for a living? What Genotech does? >>Well, I'll take a shot at that. I'm the marketing guy, David, but, uh, I think the best way to think of Genotech first and foremost is a software company. We, uh, we do a really good job of bringing together all of that physical security sensor network onto a platform. So people can make sense out of the data that comes from video surveillance, cameras, access control, reads, license plate recognition, cameras, and from a whole host of different sensors that can live out there in the world. Temperature, sensors, microwaves, all sorts of stuff. So we're a company that's really good at making sense of complex data from sensors. That's kind of, I think that's kind of what we >>Do and, and, and we focus specifically on like larger, complex, critical infrastructure type projects, whether they be airports, uh, large enterprise campuses and whatnot. So we're not necessarily your well known consumer type brand. >>So you mentioned physical, you mentioned physical security. Um, what about the intersection between physical security and, and cyber security who are, who are the folks that you work with directly as customers and where do they, where do they sit in that spectrum of cyber versus physical? >>So we predominantly work with physical security professionals and, uh, they typically are responsible for the security of a facility, a campus, a certain area. And we'll talk about security cameras. We'll talk about access control devices with card readers and, and, and locks, uh, intrusion detection, systems, fences, and whatnot. So anything that you would see that physically protects a facility. And, uh, what's actually quite interesting is that, you know, cybersecurity, we, we hear about cybersecurity and depressed all the time, right. And who's been hacked this week is typically like, uh, a headline that we're all like looking at, uh, we're looking for in the news. Um, so we actually do quite a lot of, I would say education work with the physical security professional as it pertains to the importance of cyber security in the physical security system, which in and of itself is an information system. Right. Um, so you don't wanna put a system in place to protect your facility that is full of cybersecurity holes because at that point, you know, your physical security systems becomes, uh, your weakest link in your security chain. Uh, the way I like to say it is, you know, there's no such thing as physical security versus cyber security, it's just security. Uh, really just the concept or a context of what threat vectors does this specific control or mechanism actually protects against >>Those seem to be words to live by, but are, are they aspirational? I mean, do you, do you see gaps today, uh, between the worlds of cyber and physical security? >>I mean, for sure, right? Like we, physical security evolved from a different part of the enterprise, uh, structure then did it or cyber security. So they, they come at things from a different angle. Um, so, you know, for a long time, the two worlds didn't really meet. Uh, but now what we're seeing, I would say in the last 10 years, Christian, about that, there's a huge convergence of cyber security with physical security. It, so information technology with operation technology really coming together quite tightly in the industry. And I think leading companies and sophisticated CISOs are really giving a big pitcher thought to what's going on across the organization, not just in cybersecurity. >>Yeah. I think we've come a long way from CCTV, which stands for closed circuit television, uh, which was typically like literally separated from the rest of the organization, often managed by the facilities, uh, part of any organization. Uh, and now we're seeing more and more organizations where this is converging together, but there's still ways to go, uh, to get this proper convergence in place. But, you know, we're getting there. >>How, how does Gentech approach its addressable market? Is this, is this a direct model? Uh, do you work with partners? What, what does that look like in your world? >>Well, we're a, we're a partner led company Gentech, you know, model on many friends is all about our partners. So we go to market through our integration channel. So we work with really great integrators all around the world. Um, and they bring together our software platform, which is usually forms the nucleus of sort of any O T security network. Uh, they bring that together with all sorts of other things, such as the sensor network, the cabling, all of that. It's a very complex multiplayer world. And also in that, you know, partnership ecosystem and Christian, this is more your world. We have to build deep integrations with all of these companies that build sensors, whether that's access, Bosch, Canon, uh, Hanoi, you know, we're, we're really working with them them. And of course with our storage and server partners >>Like Dell >>Mm-hmm <affirmative>. Yeah. So we have, we have like hundreds of, I would say ecosystem partners, right? Camera manufacturers, uh, access control reader, controller manufacturers, intrusion detection, manufacturers, late LIDAR radar, you know, the list goes on and on and on. And, and basically we bring this all together. The system integrator really is going to pick best of breed based on a specific end customer's I would say requirements and then roll out the system. According >>That's very interesting, you know, at, at Silicon angle on the cube, um, we've initiated coverage of this subject of the question, does hardware still matter? And, and you know, of course we're, we're approaching that primarily from kind of the traditional it, uh, perspective, but you said at the outset, you you're a software company mm-hmm <affirmative>, but clearly correct me if I'm wrong, your software depends upon all of these hardware components and as they improve, I imagine you can do things that maybe you couldn't do before those improvements. The first thing that comes to mind is just camera resolution. Um, you know, sort of default today is 4k, uh, go back five years, 10 years. I imagine that some of the sophisticated things that you can do today weren't possible because the hardware was lagging. Is that, is that a, is that a fair assessment? >>Oh, that's a fair assessment. Just going back 20 years ago. Uh, just VGA resolution on a security camera was like out of this world resolution, uh, even more so if it was like full motion, 30 images per second. So you typically have like, probably even like three 20 by 2 44 images per second, like really lousy resolution, just from a resolution perspective, the, the imagery sensors have, have really increased in terms of what they can provide, but even more so is the horsepower of these devices. Mm-hmm, <affirmative> now it's not uncommon to have, uh, pretty, pretty powerful Silicon in those devices now that can actually run machine learning models and you can actually do computer vision and analytics straight into the device. Uh, as you know, in some of the initial years, you would actually run this on kind of racks of servers in this data center. >>Now you can actually distribute those workloads across on the edge. And what we're seeing is, you know, the power that the edge provides is us as a software company, we have the opportunity to actually bring our workloads where it makes most sense. And in some cases we'll actually also have a ground station kind of in between the sensors and potentially the cloud, uh, because the use case just, uh, calls for it. Uh, just looking from a, from a, from a video security perspective, you know, when you have hundreds or thousands of cameras on an airport, it's just not economical or not even feasible in some cases to bring all that footage to the cloud even more so when 99% of that footage is never watched by anybody. So what's the point. Uh, so you just wanna provide the clips that, that actually do matter to the cloud and for longer term retention, you also want to be able to have sometimes more resilient systems, right? So what happens if the cloud disconnects, you can stop the operations of that airport or stop that operations of that, of that prison, right? It needs to continue to operate and therefore you need higher levels of resiliency. So you do need that hardware. So it's really a question of what it calls for and having the right size type of hardware so that you don't overly complexify the installation, uh, and, and actually get the job done. Are >>You comparing airports to prisons >>Christian? Well, nowadays they're pretty much prepared <laugh>, >>But I mean, this is exactly it, David, but I mean, this payload, especially from the video surveillance, like the, the workload that's going through to the, these ground stations really demands flexible deployment, right? So like we think about it as edge to cloud and, uh, you know, that's, what's really getting us excited because it, it gives so much more flexibility to the, you know, the C I S O and security professionals in places like prisons, airports, also large scale retail and banking, and, uh, other places, >>Universities, the list goes on and on and on, and >>On the flexibility of deployment just becomes so much easier because these are lightweight, you usually word deploying on a Linux box and it can connect seamlessly with like large scale head end storage or directly to, uh, cloud providers. It's, it's really a sophisticated new way of looking at how you architect out these networks. >>You've just given, you've just given a textbook example of why, uh, folks in the it world have been talking about hybrid cloud for, for, for such a long time, and some have scoffed at the idea, but you just, you just present a perfect use case for that combination of leveraging cloud with, uh, on-premises hardware and tracking with hardware advances, um, uh, on, on the subject of camera resolution. I don't know if you've seen this meme, but there's a great one with the, the first deep field image from the, from the, I was gonna say humble, the James web space telescope, uh, in contrast with a security camera F photo, which is really blurry of someone in your driveway <laugh>, uh, which is, which is, uh, sort of funny. The reality though, is I've seen some of these latest generation security cameras, uh, you know, beyond 4k resolution. And it's amazing just, you know, the kind of detail that you can get into, but talk about what what's, what's exciting in your world. What's, what's Gentech doing, you know, over the next, uh, several quarters that's, uh, particularly interesting what's on the leading edge of your, of your world. >>Well, I think right now what's on the leading edges is being driven by our end users. So the, so the, the companies, the governments, the organizations that are implementing our software into these complex IOT networks, they wanna do more with that data, right? It's not just about, you know, monitoring surveillance. It's not just about opening and closing doors or reading license plates, but more and more we're seeing organizations taking this bigger picture view of the data that is generated in their organizations and how they can take value out of existing investments that they've made in sensor networks, uh, and to take greater insight into operations, whether that can be asset utilization, customer service efficiency, it becomes about way more than just, you know, either physical security or cyber security. It becomes really an enterprise shaping O T network. And to us, that is like a massive, massive opportunity, uh, in the, in the industry today. >>Yeah. >>Now you're you're you're oh, go ahead. I'm sorry, Christian, go ahead. Yeah, >>No, it's, it's, it's good. But, you know, going back to a comment that I mentioned earlier about how it was initially siloed and now, you know, we're kind of discovering this diamond in the rough, in terms of all these sensors that are out there, which a lot of organizations didn't even know existed or didn't even know they had. And how can you bring that on kind of across the organizations for non-security related applications? So that's kind of one very interesting kind of, uh, direction that we're, that we've been undergoing for the last few years, and then, you know, security, uh, and physical security for that matter often is kind of the bastard step child. Doesn't get all the budget and, you know, there's lots of opportunities for, to help them increase and improve their operations, uh, as, as Andrew pointed out and really help bringing them into the 21st century. >>Yeah. >>And you're, you're headquartered in Montreal, correct? >>Yes. >>Yeah. So, so the reason, the reason why that's interesting is because, um, and, you know, correct me if I'm, if I'm off base here, but, but you're sort of the bridge between north America and Europe. Uh, and, and, uh, and so you sit at that nexus where, uh, you probably have more of an awareness of, uh, trends in security, which overlap with issues of privacy. Yeah. Where Europe has led in a lot of cases. Um, some of those European like rules are coming to north America. Um, is there anything in your world that is particularly relevant or that concerns you about north America catching up, um, or, or do those worlds of privacy and security not overlap as much as I might think they do? >>Ah, thank you. Any >>Thoughts? >>Absolutely not. No, no. <laugh> joking aside. This is, this is, this is, >>Leave me hanging >><laugh>, uh, this is actually core to our DNA. And, and, and we, we often say out loud how, like Europe has really paved the way for a different way, uh, of, of looking at privacy from a security setting, right. And they're not mutually exclusive. Right. You can have high security all while protecting people's privacy. And it's all of a question of ensuring that, you know, how you kind of, I would say, uh, ethically, uh, use said technology and we can actually put some safeguards in it. So to minimize the likelihood of there being abuse, right? There's, there's something that we do, which we call the privacy protector, which, you know, for all intents and purposes, it's not that complex of an idea. It's, it's really the concept of you have security cameras in a public space or a more sensitive location. And you have your security guards that can actually watch that footage when nothing really happens. >>You, you want to protect people's privacy in these situations. Uh, however, you still want to be able to provide a view to the security guard so they can still make out that, you know, there there's actually people walking around or there's a fight that broke out. And in the likelihood that something did happen, then you can actually view the overall footage. So, and with, with the details that the cameras that you had, you know, the super high mega pixel cameras that you have will provide. So we blur the images of the individuals. We still keep the background. And once you have the proper authorization, and this is based on the governance of the organization, so it can be a four I principle where it could be the chief security officer with the chief privacy officer need to authorize this footage to be kind of UN blurred. And at that point you can UN blur the footage and provide it to law enforcement for the investigation, for example. >>Excellent. I've got Andrew, if you wanted, then I, then I'm. Well, so I, I've a, I have a final question for you. And this comes out of a game that, uh, some friends and I, some friends of mine and I devised over the years, primarily this is played with strangers that you meet on airplanes as you're traveling. But the question you ask is in your career, what you're doing now and over the course of your careers, um, what's the most shocking thing <laugh> that people would learn from what, you know, what do you, what do you find? What's the craziest thing. When you go in to look at these environments that you see that people should maybe address, um, well, go ahead and start with you, Andrew. >>I, >>The most shocking thing you see every day in your world, >>It's very interesting. The most shocking thing I think we've seen in the industry is how willing, uh, some professionals are in our industry to install any kind of device on their networks without actually taking the time to do due diligence on what kind of security risks these devices can have on a network. Because I think a lot of people don't think about a security camera as first and foremost, a computer, and it's a computer with an IP address on a network, and it has a visual sensor, but we always get pulled in by that visual sensor. Right. And it's like, oh, it's a camera. No, it's a computer. And, you know, over the last, I would say eight years in the industry, we've spent a lot of time trying to sensitize the industry to the fact that, you know, you can't just put devices on your, your network without understanding the supply chain, without understanding the motives behind who's put these together and their track record of cybersecurity. So probably the weirdest thing that I've seen in my, um, you know, career in this industry is just the willingness of people not to take time to do due diligence before they hook something up on onto their corporate network where, you know, data can start leaking out, being exfiltrated by those devices and malevolent actors behind them. So gotta ask questions about what you put on your network. >>Christian, did he steal your, did he steal your thunder? Do you have any other, any other thoughts? >>Well, so first of all, there's things I just cannot say on TV. Okay. But you can't OK. >>You can't. Yeah, yeah, yeah. Saying that you're shocked that not everyone speaks French doesn't count. Okay. Let's just get, let's get past that, but, but go, but yeah, go ahead. Any thoughts? >>So, uh, you know, I, I would say something that I I've seen a lot and, and specifically with customers sometimes that were starting to shop for a new system is you'd be surprised by first of all, there's a camera, the likelihood of actually somebody watching it live while you're actually in the field of view of that camera is close to Neil first and foremost, second, there's also a good likelihood that that camera doesn't even record. It actually is not even functional. And, and I would say a lot of organizations often realize that, you know, that camera was not functioning when they actually knew do need to get the footage. And we've seen this with some large incidents, uh, very, uh, bad incidents that happened, uh, whether in the UK or in Boston or whatnot, uh, when they're, when law enforcement is trying to get footage and they realize that a lot of cameras actually weren't recording and, and, and goes back to Andrew's point in terms of the selection process of these devices. >>Yeah. Image resolution is important, like, because you need an, an image that it actually usable so that you can actually do something with it forensically, but you know, these cameras need to be recorded by a reliable system and, and should something happen with the device. And there's always going to be something, you know, power, uh, uh, a bird ate the lens. I don't know what it might be, or squirrel ate the wire. Um, and the camera doesn't work anymore. So you have to replace it. So having a system that provides, you know, you with like health insights in terms of, of, of if it's working or not is, is actually quite important. It needs to be managed like any it environment, right? Yeah. You have all these devices and if one of them goes down, you need to manage it. And most organizations it's fire and forget, I sign a purchase order. I bought my security system, I installed it. It's done. We move on to the next one and seven years later, something bad happens. And like, uhoh, >>It's not a CCTV system. It's a network. Yeah. Life cycle management counts. >>Well, uh, I have to say on that, uh, I'm gonna be doing some research on Canadian birds and squirrels. I, I had no idea, >>Very hungry. >>Andrew, Chris, John, thank you so much. Great conversation, uh, from all of us here at the cube. Thanks for tuning in. Stay tuned. The cube from Silicon angle media, we are your leader in tech coverage.

Published Date : Jul 29 2022

SUMMARY :

Andrew is the vice president of marketing. Thanks for having us. How would you describe to a relative coming over and asking you what you I'm the marketing guy, David, but, uh, I think the best way to think of So we're not necessarily your well known consumer type brand. So you mentioned physical, you mentioned physical security. Uh, the way I like to say it is, you know, so, you know, for a long time, the two worlds didn't really meet. But, you know, we're getting there. And also in that, you know, partnership ecosystem and you know, the list goes on and on and on. I imagine that some of the sophisticated things that you can do today weren't possible Uh, as you know, in some of the initial years, from a video security perspective, you know, when you have hundreds or thousands of cameras on an It's, it's really a sophisticated new way of looking at how you architect uh, you know, beyond 4k resolution. It's not just about, you know, Yeah, Doesn't get all the budget and, you know, there's lots of opportunities for, to help them increase Uh, and, and, uh, and so you sit at that nexus where, Ah, thank you. this is, this is, It's, it's really the concept of you have security cameras in a public space or a And in the likelihood that something did happen, then you can actually view the overall footage. what, you know, what do you, what do you find? to sensitize the industry to the fact that, you know, you can't just put devices But you can't OK. Saying that you're shocked that not everyone speaks French doesn't count. So, uh, you know, I, I would say something that I I've seen a lot and, and specifically with customers So having a system that provides, you know, you with like health insights It's not a CCTV system. Well, uh, I have to say on that, uh, I'm gonna be doing some research Andrew, Chris, John, thank you so much.

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James Arlen, Aiven | AWS Summit New York 2022


 

(upbeat music) >> Hey, guys and girls, welcome back to New York City. Lisa Martin and John Furrier are live with theCUBE at AWS Summit 22, here in The Big Apple. We're excited to be talking about security next. James Arlen joins us, the CISO at Aiven. James, thanks so much for joining us on theCUBE today. >> Absolutely, it's good to be here. >> Tell the audience a little bit about Aiven, what you guys do, what you deliver, and what some of those differentiators are. >> Oh, Aiven. Aiven is a fantastic organization. I'm actually really lucky to work there. It's a database as a service, managed databases, all open source. And we're capital S, serious about open source. So 10 different open source database products delivered as a platform, all managed services, and the game is really about being the most performant, secure, and compliant database as a service on the market, friction free for your developers. You don't need people worrying about how to run databases. You just want to be able to say, here, take care of my data for me. And that's what we do. And that's actually the differentiator. We just take care of it for you. >> Take care of it for you, I like that. >> So they download the open source. They could do it on their own. So all the different projects are out there. >> Yeah, absolutely. >> What do you guys bringing to the table? You said the managed service, can you explain that. >> Yeah, the managed service aspect of it is, really, you could install the software yourself. You can use Postgres or Apache Kafka or any one of the products that we support. Absolutely you can do it yourself. But is that really what you do for a living, or do you develop software, or do you sell a product? So we take and do the hard work of running the systems, running the equipment. We take care of backups, high availability, all the security and compliance things around access and certifications, all of those things that are logging, all of that stuff that's actually difficult to do, well and consistently, that's all we do. >> Talk about the momentum, I see you guys were founded in what? 2016? >> Yes. >> Just in May of '22, raised $210 million in series D funding. >> Yes. >> Talk about the momentum and also from your perspective, all of the massive changes in security. >> It's very interesting to work for a company where you're building more than 100% growth year over year. It's a powers of two thing. Going from one to two, not so scary, two to four, not so scary. 512 to 1024, it's getting scary. (Lisa chuckles) 1024 to 2048, oh crap! I've been with Aiven for just almost two years now, and we are less than 70 when I started, and we're near 500 now. So, explosive growth is very interesting, but it's also that, you're growing within a reasonable burn rate boundary as well. And what that does from a security perspective, is it leaves you in the position that I had. I walked in and I was the first actual CISO. I had a team of four, I now have a team of 40. Because it turns out that like a lot of things in life, as you start unpacking problems, they're kind of fractal. You unpack the problem, you're like oh, well I did deal with that problem, but now I got another problem that I got to deal with. And so there's, it's not turtles all the way down. >> There's a lot of things going on and other authors, survive change. >> And there's fundamental problems that are still not fixed. And yet we treat them like they're fixed. And so we're doing a lot of hard work to make it so that we don't have to do hard work ongoing. >> And that's the value of the managed service. >> Yes. >> Okay, so talk about competition. Obviously, we had ETR on which is Enterprise Research Firm that we trust, we like. And we were looking at the data with the headwinds in the market, looking at the different players like got Amazon has Redshift, Snowflake, and you got Azure Sequence. I think it's called one of those products. The money that's being shifted from on premise data where the old school data warehouse like terra data and whatnot, is going first to Snowflake, then to Azure, then to AWS. Yes, so that points to snowflake being kind of like the bell of the ball if you will, in terms of from a data cloud. >> Absolutely. >> How do you compete with them? What's the pitch 'Cause that seemed to be a knee-jerk reaction from the industry. 'Cause snowflake is hot. They have a good value product. They have a smart team, Databrick is out there too. >> Yeah I mean... >> how do you guys compete against all that. >> So this is that point where you're balancing the value of a specific technology, or a specific technology vendor. And am I going to be stuck with them? So I'm tying my future to their future. With open source, I'm tying my future to the common good right. The internet runs on open source. It doesn't run on anything closed. And so I'm not hitching my wagon to something that I don't control. I'm hitching it to something where, any one of our customers could decide. I'm not getting the value I need from Aiven anymore. I need to go. And we provide you with the tools necessary, to move from our open source managed service to your own. Whether you go on-prem or you run it yourself, on a cloud service provider, move your data to you because it's your data. It's not ours. How can I hold your data? It's like weird extortion ransoming thing. >> Actually speaking, I mean enterprise, it's a big land grab 'cause with cloud you're horizontally scalable. It's a beautiful thing, open source is booming. It's going in Aiven, every day it's just escalating higher and higher. >> Absolutely. >> It is the software business. So open is open. Integration and scale seems to be the competitive advantage. >> Yeah. >> Right. So, how do you guys compete with that? Because now you got open source. How do you offer the same benefits without the lock in, or what's the switching costs? How do you guys maintain that position of not saying the same thing in Snowflake? >> Because all of the biggest data users and consumers tend to give away their data products. LinkedIn gave away their data product. Uber gave away their data product, Facebook gave away their data product. And we now use those as community solutions. So, if the product works for something the scale of LinkedIn, or something the scale of Uber. It will probably work for you too. And scale is just... >> Well Facebook and LinkedIn, they gave away the product to own the data to use against you. >> But it's the product that counts because you need to be able to manipulate data the way they manipulate data, but with yours. >> So low latency needs to work. So horizontally, scalable, fees, machine learning. That's what we're seeing. How do you make that available? Customers want on architecture? What do you recommend? Control plane, data plane, how do you think about that? >> It's interesting. There's architectural reasons to think about it in terms like that. And there's other good architectural reasons to not think about it. There's sort of this dividing line in the cloud, where your cloud service provider, takes over and provides you with the opportunity to say, I don't know. And I don't care >> As long as it's secure >> As long as it's secure absolutely. But there's sort of that water line idea, where if it's below the water line, let somebody else deal. >> What is in the table stakes? 'Cause I like that approach. I think that's a good value proposition. Store it, what boxes have to be checked? Compliance, secure, what are some of the boxes? >> You need to make sure that you've taken care of all of the same basics if you are still running it. Remember you can't absolve yourself of your duty to your customer. You're still on the hook. So, you have to have backups. You have to have access control. You have to understand who's administering it, and how and what they're doing. Good logging, good comprehension there. You have to have anomaly detection, secure operations. You have to have all those compliance check boxes. Especially if you're dealing with regulated data type like PCI data or HIPAA health data or you know what there's other countries besides the United States, there's other kinds of of compliance obligations there. So you have to make sure that you've got all that taken into account. And remember that, like I said, you can't absolve yourself with those things. You can share responsibilities. But you can't walk away from that responsibility. So you still have to make sure that you validate that your vendor knows what they're talking about. >> I wanted to ask you about the cybersecurity skills gap. So I'm kind of giving a little segue here, because you mentioned you've been with Aiven for about two years. >> Almost. >> Almost two years. You've started with a team of four. You've grown at 10X in less than two years. How have you accomplished that, considering we're seeing one of the biggest skills shortages in cyber in history. >> It's amazing, you see this show up in a lot of job Ads, where they ask for 10 years of experience in something that's existed for three years. (John Furrier laughs) And it's like okay, well if I just be logical about this I can hire somebody at less than the skill level that I need today, and bring them up to that skill level. Or I can spend the same amount of time, hoping that I'll find the magical person that has that set of skills that I need. So I can solve the problem of the skills gap by up-skilling the people that I hire. Which is strangely contrary to how this thing works. >> The other thing too, is the market's evolving so fast that, that carry up and pulling someone along, or building and growing your own so to speak is workable. >> It also really helps us with a bunch of sustainability goals. It really helps with anything that has to do with diversity and inclusion, because I can bring forward people who are never given a chance. And say, you know what? You don't have that magical ticket in life, but damn you know what you're talking about? >> It's a classic pedigree. I went to this school, I studied this degree. There's no degree if have to stop a hacker using state of the art malware. (John Furrier laughs) >> Exactly. What I do today as a job, didn't exist when I was in post-secondary at all. >> So when you hire, what do you look for? I mean obviously problem solving. What's your kind of algorithm for hiring? >> Oh, that's a really interesting question. The quickest sort of summary of it is, I'm looking for not a jerk. >> Not a jerk. >> Yeah. >> Okay. >> Because it turns out that the quality that I can't fix in a candidate, is I can't fix whether or not they're a jerk, but I can up-skill them, I can educate them. I can teach them of a part of the world that they've not had any interaction with. But if they're not going to work with the team, if they're going to be, look at me, look at me. If they're going to not have that moment of, I have this great job, and I get to work today. And that's awesome. (Lisa Martin laughs) That's what I'm trying to hire for. >> The essence of this teamwork is fundamental. >> Collaboration. >> Cooperation. >> Curiosity. >> That's the thing yeah, absolutely. >> And everybody? >> Those things, oh absolutely. Those things are really, really hard to interview for. And they're impossible to fix after the fact. So that's where you really want to put the effort. 'Cause I can teach you how to use a computer. I mean it's hard, but it's not that hard. >> Yeah, yeah, yeah. >> Well I love the current state of data management. Good overview, you guys are in the good position. We love open source. Been covering it for, since theCUBE started. It continues to redefine more and more the industry. It is the software industry. Now there's no debate about that. If people want to have that debate, that's kind of waste of time, but there are other ways that are happening. So I have to ask you. As things are going forward with innovation. Okay, if opensource is going to be the software industry. Where's the value? >> That's a fun question wow? >> Is it going to be in the community? Is it the integration? Is it the scale? If you're open and you have low switching costs... >> Yeah so, when you look at Aiven's commitment to open source, a huge part of that is our open source project office, where we contribute back to those core products, whether it's parts of the Apache Foundation, or Postgres, or whatever. We contribute to those, because we have staff who work on those products. They don't work on our stuff. They work on those. And it's like the opposite of a zero sum game. It's more like Nash equilibrium. If you ever watch that movie, "A beautiful mind." That great idea of, you don't have to have winners and losers. You can have everybody loses a little bit but everybody wins a little bit. >> Yeah and that's the open the ethos. >> And that's where it gets tied up. >> Another follow up on that. The other thing I want to get your reaction on is that, now in this modern era of open source, almost all corporations are part of projects. I mean if you're an entrepreneur and you want to get funding it's pretty simple. You start open source project. How many stars you get on GitHub guarantees it's a series C round, pretty much. So open source now has got this new thing going on, where it's not just open source folks who believe in it It's an operating model. What's the dynamic of corporations being part of the system. It used to be, oh what's the balance between corporate and influence, now it's standard. What's your reaction? >> They can do good and they can do harm. And it really comes down to why are you in it? So if you look at the example of open search, which is one of the data products that we operate in the Aiven system. That's a collaboration between Aiven. Hey we're an awesome company, but we're nowhere near the size of AWS. And AWS where we're working together on it. And I just had this conversation with one of the attendees here, where he said, "Well AWS is going to eat your story there. "You're contributing all of this "to the open search platform. "And then AWS is going to go and sell it "and they're going to make more money." And I'm like yep, they are. And I've got staff who work for the organization, who are more fulfilled because they got to deliver something that's used by millions of people. And you think about your jobs. That moment of, (sighs) I did a cool thing today. That's got a lot of value in it. >> And part of something. >> Exactly. >> As a group. >> 100%. >> Exactly. >> And we end up with a product that's used by millions. Some of it we'll capture, because we do a better job running than the AWS does, but everybody ends up winning out of the backend. Again, everybody lost a little, but everybody also won. And that's better than that whole, you have to lose so that I can win. At zero something, that doesn't work. >> I think the silo conversations are coming, what's the balance between siloing something and why that happens. And then what's going to be freely accessible for data. Because the real time information is based upon what you can access. "Hey Siri, what's the weather. "We had a guest on earlier." It says, oh that's a data query. Well, if the weather is, the data weathers stored in a database that's out here and it can't get to the response on the app. Yeah, that's not good, but the data is available. It just didn't get delivered. >> Yeah >> Exactly. >> This is an example of what people are realizing now the consequences of this data, collateral damage or economy value. >> Yeah, and it's understanding how data fits in your environment. And I don't want to get on the accountants too hard, but the accounting organizations, AICPA and ISAE and others, they haven't really done a good job of helping you understand data as an asset, or data as a liability. I hold a lot of customer data. That's a liability to me. It's going to blow up in my face. We don't talk about the income that we get from data, Google. We don't talk about the expense of regenerating that data. We talk about, well what happens if you lose it? I don't know. And we're circling the drain around fiduciary responsibility, and we know how to do this. If you own a manufacturing plant, or if you own a fleet of vehicles you understand the fiduciary duty of managing your asset. But because we can't touch it, we don't do a good job of it. >> How far do you think are people getting into the point where they actually see that asset? Because I think it's out of sight out of mind. Now there's consequences, there's now it's public companies might have to do filings. It's not like sustainability and data. Like, wait a minute, I got to deal with these things. >> It's interesting, we got this great benefit of the move to cloud computing, and the move to utility style computing. But we took away that. I got to walk around and pet my computers. Like oh! This is my good database. I'm very proud of you. Like we're missing that piece now. And when you think about the size of data centers, we become detached from that, you don't really think about, Aiven operates tens of thousands of machines. It would take entire buildings to hold them all. You don't think about it. So how do you recreate that visceral connection to your data? Well, you need to start actually thinking about it. And you need to do some of that tokenization. When was the last time you printed something out, like you get a report and happens to me all the time with security reports. Look at a security report and it's like 150 page PDF. Scroll, scroll, scroll, scroll. Print it out, stump it on the table in front of you. Oh, there's gravitas here. There's something here. Start thinking about those records, count them up, and then try to compare that to something in the real world. My wife is a school teacher, kindergarten to grade three, and tokenizing math is how they teach math to little kids. You want to count something? Here's 10 things, count them. Well, you've got 60,000 customer records, or you have 2 billion data points in your IOT database, tokenize that, what does 2 billion look like? What does $1 million look like in the form of $100 dollars bills on a pallet? >> Wow. >> Right. Tokenize that data, create that visceral connection with it, and then talk about it. >> So when you say tokenized, you mean like token as in decentralization token? >> No, I mean create like a totem or an icon of it. >> Okay, got it. >> A thing you can hold holy. If you're a token company. >> Not token as in Token economics and Crypto. >> If you're a mortgage company, take that customer record for one of your customers, print it out and hold the file. Like in a Manila folder, like it's 1963. Hold that file, and then say yes. And you're explaining to somebody and say yes, and we have 3 million of these. If we printed them all out, it would take up a room this size. >> It shows the scale. >> Right. >> Right. >> Exactly, create that connection back to the human level of interaction with data. How do you interact with a terabyte of data, but you do. >> Right. >> But once she hits upgrade from Google drive. (team laughs) >> What's a terabyte right? We don't hold that anymore. >> Right, right. >> Great conversation. >> Recreate that connection. Talk about data that way. >> The visceral connection with data. >> Follow up after this event. We'd love to dig more and love the approach. Love open source, love what you're doing there. That's a very unique approach. And it's also an alternative to some of the other vast growing plus your valuations are very high too. So you're not like a... You're not too far away from these big valuations. So congratulations. >> Absolutely. >> Yeah excellent, I'm sure there's lots of work to do, lots of strategic work to do with that round of funding. But also lots of opportunity, that it's going to open up, and we know you don't hire jerks. >> I don't >> You have a whole team of non jerks. That's pretty awesome. Especially 40 of 'em. That's impressive James.| >> It is. >> Congratulations to you on what you've accomplished in the course of the team. And thank you for sharing your insights with John and me today, we appreciate it. >> Awesome. >> Thanks very much, it's been great. >> Awesome, for John furrier, I'm Lisa Martin and you're watching theCube, live in New York city at AWS Summit NYC 22, John and I will be right back with our next segment, stick around. (upbeat music)

Published Date : Jul 14 2022

SUMMARY :

We're excited to be talking what you guys do, what you deliver, And that's actually the differentiator. So all the different You said the managed service, or any one of the Just in May of '22, raised $210 million all of the massive changes in security. that I got to deal with. There's a lot of things have to do hard work ongoing. And that's the value of the ball if you will, 'Cause that seemed to how do you guys compete And am I going to be stuck with them? 'cause with cloud you're It is the software business. of not saying the same thing in Snowflake? Because all of the biggest they gave away the product to own the data that counts because you need So low latency needs to work. dividing line in the cloud, But there's sort of that water line idea, What is in the table stakes? that you validate that your vendor knows I wanted to ask you about How have you accomplished hoping that I'll find the magical person is the market's evolving so fast that has to do with There's no degree if have to stop a hacker What I do today as a job, So when you hire, what do you look for? Oh, that's a really and I get to work today. The essence of this teamwork So that's where you really So I have to ask you. Is it going to be in the community? And it's like the opposite and you want to get funding to why are you in it? And we end up with a product is based upon what you can access. the consequences of this data, of helping you understand are people getting into the point where of the move to cloud computing, create that visceral connection with it, or an icon of it. A thing you can hold holy. Not token as in print it out and hold the file. How do you interact But once she hits We don't hold that anymore. Talk about data that way. with data. and love the approach. that it's going to open up, and Especially 40 of 'em. Congratulations to you and you're watching theCube,

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James Forrester | AWS Summit New York 2022


 

(light music) >> Hello, welcome back everybody to theCUBE's coverage in New York City of AWS Summit 2022. I'm John Furrier, host of theCUBE. We had Dave Vellante, Lisa Martin here earlier. I'm going to wrap it up here with James Forrester, last interview of the day here in New York. Wish we would have had another day. It's a packed house, 10,000 people. James Forrester's the VP Worldwide Technical Leader for VMware's Cloud on AWS. On AWS is a big distinction. James, welcome to theCube. Thanks for coming on. >> Thank you so much, John. It's great to be here. >> So I think it's been like six years since the announcement of VMware's Cloud on AWS, which is a separate instance, separate hardware, but it's changed the game for VMware. You guys have done a lot of work, successful traction with customers. Clarified, I remember at that time, it really clarified VMware's Cloud play. Which then gave VMware more time to work on what it's doing now, which is, you know, using all their assets and their operations with Tanzu, Monterey, Cloud Native, Cross Cloud. What they call you guys call Cross Cloud, I call Super Cloud, action, a lot of stuff happening. So thanks for coming on. Okay. So first question is, what's the future look like for VMware's Cloud on AWS? >> Super bright, super bright. And there's a couple of great reasons for that. I think firstly, what we're seeing is that customers have now made enough progress in their cloud journeys. Many of them have chosen AWS and they're going full force. We're going to help them go faster. We're going to help them get there and get native to those adjacent services much quicker with more confidence and more resiliency. So it's a super exciting time to be doing what we do. >> You know, VMware has had a steady install base, okay. I mean basically it's like almost ingrained in the operations. What do you guys see as that next level step up function? Because you know, obviously Broadcom is buying VMware. Obviously that utility will be in place, but there's more. There's more there that customers can tap into. This is the promise of the cross-cloud. How do you talk about that when you got the AWS action? How does that all integrate? >> Yeah, absolutely. And of course, because so many customers are going to AWS on their own cloud journeys right now, what we get to have the conversation about is how they can get there more confidently. And so for customers who are just starting out, who are looking at their application portfolios, who have a ton of skilled IT professionals who they want to bring into that cloud journey, they can use the skills they already have. For those folks who are a little bit further along but they may be finding that refactoring their applications is more complex, more difficult that they anticipated, we give them a way of moving with confidence and with much less risk so they can do those cloud journeys that they anticipated. >> You know, James, I want to get your thoughts on what the state of the current situation is, vis-à-vis, your customers and your customers' appetite for AWS services. 'Cause one of the promises of the original deal was clarifying messaging but more importantly, customers can get the VMware Cloud and take advantage of the higher level services on AWS. What's the update there? What's the current state of the art? What's some of the patterns that you're seeing on the uptake of services and how they're working together? >> Yeah, it's a great call out. And honestly, one of the misconceptions that I address right out of the gate is that somehow going VMware Cloud takes you away from those services. It doesn't, it gets you closer to them. Full, direct, native access to all of those hundreds of great AWS services. So what we often find is that customers have their enterprise data, inside data workloads in their data centers. But what they want to do is get that up next to the AWS services that can use it, like Redshift and Athena and Glue. They can move those workloads right adjacent to those services to start using them right away. So it's a great way to look at the platform. >> So one of the observations that's pretty well understood right now by most people, I'd say 90%, if not more, not a hundred percent 'cause I've heard people like not get it, but it's pretty clear that the operating model for the the enterprise will be hybrid as a steady state. I don't think there's any debate on that unless you think there is. >> Do you feel the same- >> No debate. No debate. >> Okay. Hybrid's a steady state. What does that mean as clients start to think about edge and their data centers. 'Cause now the private cloud is back in the game. So I've heard people talk about private cloud, which we, I think we coined the term with Dave, Wikibon years ago, but it kind of went away because that was not the public cloud. So public cloud won, on premise didn't go away. We saw Amazon with Outpost. So now they're like, I can still have stuff on prem and run it in a cloud operations. So they're calling that private cloud, I think. So you're starting to hear the same things. What it means basically is that hybrid is winning. It's the standard. What does the hybrid environment look like from a VMware perspective as you guys look at that and have been building that out 'cause you have customers that are on premises. >> Yeah. >> Is it just to the cloud and back? Is it, is there any changes? Is there new connective tissue? Is there a glue layer? What's the operating model for VMware customers? >> Well, customers wanted those same benefits from public cloud agility, cost benefits, elasticity, innovation, sovereignty, sustainability, but they wanted to be able to do that everywhere. They wanted it in their data centers. They wanted it at the edge. And as you've pointed out public cloud delivered that for customers. AWS first out there delivering that for customers. Now with innovations like VMware Cloud and AWS outpost, we're able to bring that back into the data center. We're able to bring those same benefits of public cloud into the customers on-prem environment. And you're right. We see hybrid just rolling and rolling and being able to offer our solution across all of it. >> Yeah, we're big fans of VMware because theCube's 12 years old, we've been at every VMworld. Now they're calling it VMware Explorer, the events coming up. So the folks watching, plug for VMware Explorer, formerly VMworld, it's on the schedule. Content catalog just came out last week. It's looking pretty good. So put a plug out there. We'll be there with theCube, two sets. So you know, if you're going to VMworld, now Explorer go register, get up there. It's in San Francisco, always a great event. vSphere and vSAN, always great products. But you got Carbon Black, you got Security. So these things have all been working kind of pistons for VMware. Tanzu, I know Raghu and those guys are doing it. Craig McLuckie and team, they're working on that. You got Tanzu, you got Monterey. That's the new cloud native thing. How is that tracking vis-à-vis, the operating model of the the core engine, vSphere, vSAN and others. And then with the native services of Cloud. So you got AWS Cloud with VMware Cloud, vSphere, vSAN, Carbon Black, and Security. And then you got the Tanzu over here. How are those three things coming together? >> Well, the services that customers know and love first and foremost that they've been running the mission critical workloads on, vSphere, vSAN, NSX. What VMware cloud and AWS is, is a packaging together of those services. So customers don't have to configure it all themselves and do the heavy lifting. We manage and run it on their behalf. What we are adding to that most recently with Tanzu is now the ability to run containers within the same environment. 'Cause customers tell us they've got parts of their organization that are very much on vSphere VMs. Parts of their organization are moving to containers. We want be able to provide a single operating model, a single layer, a single way of managing all of that. No matter where it's deployed. >> You know, remember back in the day, when Raghu wasn't the CEO, Carl Eschenbach was there, Sanjay Poonen was there. Carl's now at Sequoia Capital, Raghu's a CEO. Sanjay's kind of looking for a next gig. I always said, why doesn't vSphere and NSX become that abstraction layer and commoditize the network so that white boxes and Dell and HP could all play in that layer? It just never happened yet. Is that something you guys talk about at all? Like, I mean in the, in the smokey room, in the execs, is that happening? What's the vision? >> Well, we always work backwards- from customers, right? (John laughing) And what customers are telling us is they want us to help them with that undifferentiated heavy lifting. So who knows where that could take us, but right now we're very focused on helping those customers move with confidence to the cloud. >> You didn't take the bait on that one. I appreciate that. (James laughing) Okay. So let's get some perspective. You're out with customers. What are the big things that you're seeing right now from your customers right now? 'Cause you look behind us here, 10,000 people at this event. This is not a no-show. This is not a throwaway event in, you know, somewhere in the corner of the world. This is New York City, only one summit. This is bigger than Snowflake Summit and that was packed. So from an event standpoint, this is pretty a big game statement here for AWS. These companies are not experiencing headwinds, they're changing. So what are your customers telling you around what they're looking at for the cloud native architecture? I mean obviously the digital transformation is continuing, obviously clouds here. And again, we were saying earlier, this is the first time in history that the cloud hyperscalers have been in market during a so-called downturn. So there's no other data. 2008, I wouldn't call 'em up and running. They were building, but AWS, Azure, others, these cloud players they're in market. And so you're starting to see kind of some data coming out saying, Hey, this thing's still working, the engine of innovation is cranking out and it's not slowing down the digital transformation. It might change the capital markets and valuations but it's not changing customers. That's what I'm hearing. Now, you probably would agree with that, right? >> James: I think that's exactly right. >> Okay. So let's stay with that. If you believe that, then it's like, okay, what are they doing? So what are customers doubling down on? What are some of the patterns you're seeing in the environment today that you could share with the audience? >> Yeah, so I think first and foremost is that steady transition to the cloud to deliver all of those benefits, agility, cost, elasticity, innovation, sovereignty, sustainability that hasn't gone away at all. In fact, it's only accelerated. With workloads like virtual desktops, which became so critical during COVID the need to be able to provide that kind of scalable elastic capacity has only increased. Now, coupled with that, most of these customers are already on a cloud journey. And while some folks may have had the luxury of letting that go a little bit more slowly, nowadays the urgency is pervasive across all of the industries that we get to talk to in New York. Everyone needs to go faster. Everybody's not seeing the progress that they expected that we think we can help them deliver. So the opportunity I think that's come out of COVID is more workloads, different use cases, disaster recovery, ransomware- >> Is that more of an awareness or reality or both? >> Both. Absolutely. >> Okay. So let me ask the next question. 'Cause this is a good conversation, I think. I agree a hundred percent. We're seeing the same exact thing. Now let's talk about how companies are thinking about the real opportunity that's emerged, which is refactoring the business model without actually changing the makeup of the organization per se, to take on new territories and potentially take over categories. >> James: Mm hmm. >> So I mean a data warehouse and a data cloud's kind of the same thing. Snowflake probably wouldn't like me saying that they're a data warehouse because they call themselves a data cloud, but it's kind of the same thing, just refactored on AWS. >> James: Yep. >> That's a super cloud. So that's an opportunity for everyone to do that in every vertical. How many customers are actually thinking that way and actually taking steps to pursue that, capture that opportunity? Or do you agree it's the opportunity? >> No, I think that that is an opportunity and I love that idea of super cloud in that what I think customers have started to realize, over the last couple of years in particular, is it's very difficult to take advantage of all of those great cloud services if your applications are still behind a whole lot of different layers of firewalls and so forth. So getting the application close to those services, in proximity to those services is that first step in modernization. Then it doesn't have to be a change the wings on the plane while it's flying conversation, which- >> John: Yeah. >> You know, is very risky for a lot of organizations. >> John: Exactly. >> It's a let's get the plane going a little bit faster. Let's get the plane going a little bit smoother, and let's get the plane to its destination with less risk. >> You know, James, that reminds me of the old school conversations of non disruptive operations. Remember those days? >> James: I do, yeah. >> Mostly around storage and, and servers. But that's what basically what you're saying. Transform while operating, right? >> James: Exactly. >> So this is, you can do both. You got to make time and it's a talent question too. I'd love to get your thoughts on how customers are thinking about who do you put on which task. 'Cause you want your A players on both areas. You don't want all your A players, what I hear, CSOs and CIOs telling me is that, I put all my A players on transformation, I got no one running the business. >> James: Mm hmm. >> So you got to kind of balance. That's a cultural team decision. >> It's a cultural team decision. It's also a skills marketplace decision. >> John: Yeah. >> And there's a practical reality to the skills that are available and how fast you can hire them. So a big part of the conversation that we have is when customers have existing skills sets, plug those into their transformation, plug those into their business outcomes. I like to use the phrase, "Let's make heroes out of IT" because they can be a much more critical player than they think they can be. Yeah, IT basically is not even around anymore. It's part of the organization. And then you have data science and data engineering coming in. So it's, you know, IT is not a department anymore, it's the company >> Exactly right. >> If you're kind of going down that road, yeah. >> Yeah. Alright, so final question. What's the biggest change you've seen and observed in your current year and a half? You know, we're coming out of COVID, knowing what was before, what sea change, what inflection point are we in now? How would you describe this current market? 'Cause again, we're kind of in a unique market. You know, you got crypto around the corner, people getting attracted to that, little bubbly obviously, reality of cloud and 2.0 or super cloud emerging. On premise is not going away. Edge exploding on the industrial side, especially with machine learning coming along. So this operating model is clearly in sight. What's the biggest observation you've noticed. >> I think it's the sense of urgency over the last couple of years in that most customers I talked to are no longer relaxed about the timing of delivering cloud capabilities to their organizations. Most customers are on sort of a transformation journey of their own and digital transformation and cloud transformation are absolutely fundamental to that. >> One more real quick follow up question if you don't mind, 'cause I appreciate your time. One of the things that's come up a lot in our conversations is the role of the ecosystem. Not only as a part of the business model but also validation of the enablement that cloud offers companies. You have an enabling platform, your ecosystem is well known. And so your customers are starting to develop ecosystems. So if the cloud model kind of trickles like downstream, ecosystem is kind of a proof of something. >> James: Mm hmm. >> What's your view of all this ecosystem discussion as we transform this next generation? >> Yeah, I think it touches on a couple of things. So obviously there is a technology ecosystem, which is evolving very rapidly in support of cloud and cloud transformation. But what's interesting, I think is the business ecosystem that's evolving around it. We're seeing our customers evolve their own businesses to assume that those cloud capabilities will be available to them. And if the cloud capabilities are not available to them in a timely fashion, then the ecosystem starts to have a domino effect. So the ecosystems are interdependent between business, and technology, and skills, and talent. And I think that's a great to be >> James Forrester, they're going to shut us down. The speakers are on, they're going to pull the plug. Thanks for being our last interview here in New York City and bringing us home. Really appreciate you taking the time to come on theCube. >> John, thanks so much. Great to be here, really enjoyed it. Okay. We are wrapping it up here in New York City. I'm John Ford with theCube, great day. For Lisa Martin, Dave Vellante, and the entire crew of theCube here on the ground. Live in person events are back. theCube hybrid, get online, check out our coverage there. The SiliconANGLE and thecube.net. I'm John Furrier signing off from New York City. See you next time. (light music)

Published Date : Jul 14 2022

SUMMARY :

last interview of the It's great to be here. but it's changed the game for VMware. and get native to those This is the promise of the cross-cloud. more difficult that they anticipated, of the original deal that I address right out of the gate is that the operating model No debate. cloud is back in the game. into the data center. of the the core engine, is now the ability to run containers and commoditize the to help them with that in history that the cloud What are some of the the need to be able to provide that kind of the organization per se, and a data cloud's kind of the same thing. and actually taking steps to pursue that, So getting the application for a lot of organizations. and let's get the plane to its of the old school conversations what you're saying. I got no one running the business. So you got to kind of balance. It's a cultural team decision. So a big part of the down that road, yeah. Edge exploding on the industrial side, are no longer relaxed about the timing One of the things that's come up a lot So the ecosystems are the time to come on theCube. Vellante, and the entire crew

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James Fang, mParticle | AWS Startup Showcase S2 E3


 

>> Hey everyone, welcome to theCUBE's coverage of the AWS startup showcase. This is season two, episode three of our ongoing series featuring AWS and its big ecosystem of partners. This particular season is focused on MarTech, emerging cloud scale customer experiences. I'm your host, Lisa Martin, and I'm pleased to be joined by James Fang, the VP of product marketing at mparticle. James, welcome to the program. Great to have you on. >> Thanks for having me. >> Tell us a little bit about mparticle, what is it that you guys do? >> Sure, so we're mparticle, we were founded in 2013, and essentially we are a customer data platform. What we do is we help brands collect and organize their data. And their data could be coming from web apps, mobile apps, existing data sources like data warehouses, data lakes, et cetera. And we help them help them organize it in a way where they're able to activate that data, whether it's to analyze it further, to gather insights or to target them with relevant messaging, relevant offers. >> What were some of the gaps in the market back then as you mentioned 2013, or even now, that mparticle is really resolving so that customers can really maximize the value of their customer's data. >> Yeah. So the idea of data has actually been around for a while, and you may have heard the buzzword 360 degree view of the customer. The problem is no one has really been actually been able to, to achieve it. And it's actually, some of the leading analysts have called it a myth. Like it's a forever ending kind of cycle. But where we've kind of gone is, first of all customer expectations have really just inflated over the years, right? And part of that was accelerated due to COVID, and the transformation we saw in the last two years, right. Everyone used to, you know, have maybe a digital footprint, as complimentary perhaps to their physical footprint. Nowadays brands are thinking digital first, for obvious reasons. And the data landscape has gotten a lot more complex, right? Brands have multiple experiences, on different screens, right? And, but from the consumer perspective, they want a complete end to end experience, no matter how you're engaging with the brand. And in order to, for a brand to deliver that experience they have to know, how the customers interacted before in each of those channels, and be able to respond in as real time as possible, to those experiences. >> So I can start an interaction on my iPad, maybe carry it through or continue it on my laptop, go to my phone. And you're right, as a, as a consumer, I want the experience across all of those different media to be seamless, to be the same, to be relevant. You talk about the customer 360, as a marketer I know that term well. It's something that so many companies use, interesting that you point out that it's really been, largely until companies like mparticle, a myth. It's one of those things though, that everybody wants to achieve. Whether we're talking about healthcare organization, a retailer, to be able to know everything about a customer so that they can deliver what's increasingly demanded that personalized, relevant experience. How does mparticle fill some of the gaps that have been there in customer 360? And do you say, Hey, we actually deliver a customer 360. >> Yeah, absolutely. So, so the reason it's been a myth is for the most part, data has been- exists either in silos, or it's kind of locked behind this black box that the central data engineering team or sometimes traditionally referred to as IT, has control over, right? So brands are collecting all sorts of data. They have really smart people working on and analyzing it. You know, being able to run data science models, predictive models on it, but the, the marketers and the people who want to draw insights on it are asking how do I get it in, in my hands? So I can use that data for relevant targeting messaging. And that's exactly what mparticle does. We democratize access to that data, by making it accessible in the very tools that the actual business users are are working in. And we do that in real time, you don't have to wait for days to get access to data. And the marketers can even self-service, they're able to for example, build audiences or build computed insights, such as, you know, average order value of a customer within the tool themselves. The other main, the other main thing that mparticle does, is we ensure the quality of that data. We know that activation is only as as good, when you can trust that data, right? When there's no mismatching, you know, first name last names, identities that are duplicated. And so we put a lot of effort, not only in the identity resolution component of our product but also being able to ensure that the consistency of that data when it's being collected meets the standard that you need. >> So give us a, a picture, kind of a topology of a, of a customer data platform. And what are some of the key components that it contains, then I kind of want to get into some of the use cases. >> Yeah. So at, at a core, a lot of customer data platforms look similar. They're responsible first of all for the collection of data, right? And again, that could be from web mobile sources, as well as existing data sources, as well as third party apps, right? For example, you may have e-commerce data in a Shopify, right. Or you may have, you know, a computer model from a, from a warehouse. And then the next thing is to kind of organize it somehow, right? And the most common way to do that is to unify it, using identity resolution into this idea of customer profiles, right. So I can look up everything that Lisa or James has done, their whole historical record. And then the third thing is to be able to kind of be able to draw some insights from that, whether to be able to build an audience membership on top of that, build a predictive model, such as the churn risk model or lifetime value of that customer. And finally is being able to activate that data, so you'll be able to push that data again, to those relevant downstream systems where the business users are actually using that data to, to do their targeting, or to do more interesting things with it. >> So for example, if I go to the next Warrior's game, which I predict they're going to win, and I have like a mobile app of the stadium or the team, how, and I and I'm a season ticket holder, how can a customer data platform give me that personalized experience and help to, yeah, I'd love to kind of get it in that perspective. >> Yeah. So first of all, again, in this modern day and age consumers are engaging with brands from multiple devices, and their attention span, frankly, isn't that long. So I may start off my day, you know, downloading the official warriors app, right. And I may be, you know browsing from my mobile phone, but I could get distracted. I've got to go join a meeting at work, drop off my kids or whatever, right? But later in the day I had in my mind, I may be interested in purchasing tickets or buying that warriors Jersey. So I may return to the website, or even the physical store, right. If, if I happen to be in the area and what the customer data platform is doing in the background, is associating and connecting all those online and offline touchpoints, to that user profile. And then now, I have a mar- so let's say I'm a marker for the golden state warriors. And I see that, you know, this particular user has looked at my website even added to their cart, you know, warriors Jersey. I'm now able to say, Hey, here's a $5 promotional coupon. Also, here's a special, limited edition. We just won, you know, the, the Western conference finals. And you can pre-book, you know, the, you know the warriors championships Jersey, cross your fingers, and target that particular user with that promotion. And it's much more likely because we have that contextual data that that user's going to convert, than just blasting them on a Facebook or something like that. >> Right. Which all of us these days are getting less and less patient with, Is those, those broad blasts through social media and things like that. That was, I love that example. That was a great example. You talked about timing. One of the things I think that we've learned that's in very short supply, in the last couple of years is people's patience and tolerance. We now want things in nanoseconds. So, the ability to glean insights from data and act on it in real time is no longer really a nice to have that's really table stakes for any type of organization. Talk to us about how mparticle facilitates that real time data, from an insights perspective and from an activation standpoint. >> Yeah. You bring up a good point. And this is actually one of the core differentiators of mparticle compared to the other CDPs is that, our architecture from the ground up is built for real time. And the way we do that is, we use essentially a real time streaming architecture backend. Essentially all the data points that we collect and send to those downstream destinations, that happens in milliseconds, right? So the moment that that user, again, like clicks a button or adds something to their shopping cart, or even abandons that shopping cart, that downstream tool, whether it's a marketer, whether it's a business analyst looking at that data for intelligence, they get that data within milliseconds. And our audience computations also happens within seconds. So again, if you're, if you have a targeted list for a targeted campaign, those updates happen in real time. >> You gave an- you ran with the Warrior's example that I threw at you, which I love, absolutely. Talk to me. You must have though, a favorite cu- real world customer example of mparticle's that you think really articulates the value to organizations, whether it's to marketers operators and has some nice, tangible business outcomes. Share with me if you will, a favorite customer story. >> Yeah, definitely one of mine and probably one of the- our most well known's is we were actually behind the scenes of the Whopper jr campaign. So a couple of years ago, Burger King ran this really creative ad where the, effectively their goal was to get their mobile app out, as well as to train, you know, all of us back before COVID days, how to order on our mobile devices and to do things like curbside checkout. None of us really knew how to do that, right. And there was a challenge of course that, no one wants to download another app, right? And most apps get downloaded and get deleted right out away. So they ran this really creative promotion where, if you drove towards a McDonald's, they would actually fire off a text message saying, Hey, how about a Whopper for 99 cents instead? And you would, you would, you would receive a text message personalized just for you. And you'd be able to redeem that at any burger king location. So we were kind of the core infrastructure plumbing the geofencing location data, to partner of ours called radar, which handles you geofencing, and then send it back to a marketing orchestration vendor to be able to fire that targeted message. >> Very cool. I, I, now I'm hungry. You, but there's a fine line there between knowing that, okay, Lisa's driving towards McDonald's let's, you know, target her with an ad for a whopper, in privacy. How do you guys help organizations in any industry balance that? Cause we're seeing more and more privacy regulations popping up all over the world, trying to give consumers the ability to protect either the right to forget about me or don't use my data. >> Yeah. Great question. So the first way I want to respond to that is, mparticle's really at the core of helping brands build their own first party data foundation. And what we mean by that is traditionally, the way that brands have approached marketing is reliant very heavily on second and third party data, right? And most that second-third party data is from the large walled gardens, such as like a Facebook or a TikTok or a Snapchat, right? They're they're literally just saying, Hey find someone that is going to, you know fit our target profile. And that data is from people, all their activity on those apps. But with the first party data strategy, because the brand owns that data, we- we can guarantee that or the brands can guarantee to their customers it's ethically sourced, meaning it's from their consent. And we also help brands have governance policies. So for example, if the user has said, Hey you're allowed to collect my data, because obviously you want to run your business better, but I don't want any my information sold, right? That's something that California recently passed, with CPRA. Then brands can use mparticle data privacy controls to say, Hey, you can pass this data on to their warehouses and analytics platforms, but don't pass it to a platform like Facebook, which potentially could resell that data. >> Got it, Okay. So you really help put sort of the, the reigns on and allow those customers to make those decisions, which I know the mass community appreciates. I do want to talk about data quality. You talked about that a little bit, you know, and and data is the lifeblood of an organization, if it can really extract value from it and act on it. But how do you help organizations maintain the quality of data so that what they can do, is actually deliver what the end user customer, whether it's a somebody buying something on a, on a eCommerce site or or, a patient at a hospital, get what they need. >> Yeah. So on the data quality front, first of all I want to highlight kind of our strengths and differentiation in identity resolution. So we, we run a completely deterministic algorithm, but it's actually fully customizable by the customer depending on their needs. So for a lot of other customer data providers, platform providers out there, they do offer identity resolution, but it's almost like a black box. You don't know what happens. And they could be doing a lot of fuzzy matching, right. Which is, you know, probabilistic or predictive. And the problem with that is, let's say, you know, Lisa your email changed over the years and CDP platform may match you with someone that's completely not you. And now all of a sudden you're getting ads that completely don't fit you, or worse yet that brand is violating privacy laws, because your personal data is is being used to target another user, which which obviously should not, should not happen, right? So because we're giving our customers complete control, it's not a black box, it's transparent. And they have the ability to customize it, such as they can specify what identifiers matter more to them, whether they want to match on email address first. They might've drawn on a more high confidence identifier like a, a hash credit card number or even a customer ID. They have that choice. The second part about ensuring data quality is we act actually built in schema management. So as those events are being collected you could say that, for example, when when it's a add to cart event, I require the item color. I require the size. Let's say it's a fashion apparel. I require the size of it and the type of apparel, right? And if, if data comes in with missing fields, or perhaps with fields that don't match the expectation, let's say you're expecting small, medium, large and you get a Q, you know Q is meaningless data, right? We can then enforce that and flag that as a data quality violation and brands can complete correct that mistake to make sure again, all the data that's flowing through is, is of value to them. >> That's the most important part is, is to make sure that the data has value to the organization, and of course value to whoever it is on the other side, the, the end user side. Where should customers start, in terms of working with you guys, do you recommend customers buy an all in one marketing suite? The best, you know, build a tech stack of best of breed? What are some of those things that you recommend for folks who are going, all right, We, maybe we have a CDP it's been under delivering. We can't really deliver that customer 360, mparticle, help us out. >> Yeah, absolutely. Well, the best part about mparticle is you can kind of deploy it in phases, right. So if you're coming from a world where you've deployed a, all in one marketing suite, like a sales force in Adobe, but you're looking to maybe modernize pieces of a platform mparticle can absolutely help with that initial step. So let again, let's say all you want to do is modernize your event collection. Well, we can absolutely, as a first step, for example, you can instrument us. You can collect all your data from your web and mobile apps in real time, and we can pipe to your existing, you know Adobe campaign manager, Salesforce, marketing cloud. And later down the line, let's say, you say I want to, you know, modernize my analytics platform. I'm tired of using Adobe analytics. You can swap that out, right again with an mparticle place, a marketer can or essentially any business user can flip the switch. And within the mparticle interface, simply disconnect their existing tool and connect a new tool with a couple of button clicks and bam, the data's now flowing into the new tool. So it mparticle really, because we kind of sit in the middle of all these tools and we have over 300 productized prebuilt integrations allows you to move away from kind of a locked in, you know a strategy where you're committed to a vendor a hundred percent to more of a best of breed, agile strategy. >> And where can customers that are interested, go what's your good and market strategy? How does that involve AWS? Where can folks go and actually get and test out this technology? >> Yeah. So first of all, we are we are AWS, a preferred partner. and we have a couple of productized integrations with AWS. The most obvious one is for example, being able to just export data to AWS, whether it's Redshift or an S3 or a kinesis stream, but we also have productized integrations with AWS, personalized. For example, you can take events, feed em to personalize and personalize will come up with the next best kind of content recommendation or the next best offer available for the customer. And mparticle can ingest that data back and you can use that for personalized targeting. In fact, Amazon personalize is what amazon.com themselves use to populate the recommended for use section on their page. So brands could essentially do the same. They could have a recommended for you carousel using Amazon technology but using mparticle to move the data back and forth to, to populate that. And then on top of that very, very soon we'll be also launching a marketplace kind of entry. So if you are a AWS customer and you have credits left over or you just want to transact through AWS, then you'll have that option available as well. >> Coming soon to the AWS marketplace. James, thank you so much for joining me talking about mparticle, how you guys are really revolutionizing the customer data platform and allowing organizations and many industries to really extract value from customer data and use it wisely. We appreciate your insights and your time. >> Thank you very much, Lisa >> For James Fang, I'm Lisa Martin. You're watching theCube's coverage of the AWS startup showcase season three, season two episode three, leave it right here for more great coverage on theCube, the leader in live tech coverage.

Published Date : Jun 29 2022

SUMMARY :

Great to have you on. to gather insights or to gaps in the market back then and the transformation we saw interesting that you point that the central data engineering team into some of the use cases. And then the third thing is to be able to app of the stadium And I see that, you know, So, the ability to And the way we do that of mparticle's that you And you would, you would, the ability to protect So for example, if the user has said, and data is the lifeblood And the problem with that that the data has value And later down the So brands could essentially do the same. and many industries to of the AWS startup showcase

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Andy Thurai, Constellation Research & Larry Carvalho, RobustCloud LLC


 

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

Published Date : Jun 24 2022

SUMMARY :

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

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


 

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

Published Date : Jun 23 2022

SUMMARY :

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

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theCUBE Insights with Industry Analysts | Snowflake Summit 2022


 

>>Okay. Okay. We're back at Caesar's Forum. The Snowflake summit 2022. The cubes. Continuous coverage this day to wall to wall coverage. We're so excited to have the analyst panel here, some of my colleagues that we've done a number. You've probably seen some power panels that we've done. David McGregor is here. He's the senior vice president and research director at Ventana Research. To his left is Tony Blair, principal at DB Inside and my in the co host seat. Sanjeev Mohan Sanremo. Guys, thanks so much for coming on. I'm glad we can. Thank you. You're very welcome. I wasn't able to attend the analyst action because I've been doing this all all day, every day. But let me start with you, Dave. What have you seen? That's kind of interested you. Pluses, minuses. Concerns. >>Well, how about if I focus on what I think valuable to the customers of snowflakes and our research shows that the majority of organisations, the majority of people, do not have access to analytics. And so a couple of things they've announced I think address those are helped to address those issues very directly. So Snow Park and support for Python and other languages is a way for organisations to embed analytics into different business processes. And so I think that will be really beneficial to try and get analytics into more people's hands. And I also think that the native applications as part of the marketplace is another way to get applications into people's hands rather than just analytical tools. Because most most people in the organisation or not, analysts, they're doing some line of business function. Their HR managers, their marketing people, their salespeople, their finance people right there, not sitting there mucking around in the data. They're doing a job and they need analytics in that job. So, >>Tony, I thank you. I've heard a lot of data mesh talk this week. It's kind of funny. Can't >>seem to get away from it. You >>can't see. It seems to be gathering momentum, but But what have you seen? That's been interesting. >>What I have noticed. Unfortunately, you know, because the rooms are too small, you just can't get into the data mesh sessions, so there's a lot of interest in it. Um, it's still very I don't think there's very much understanding of it, but I think the idea that you can put all the data in one place which, you know, to me, stuff like it seems to be kind of sort of in a way, it sounds like almost like the Enterprise Data warehouse, you know, Clouded Cloud Native Edition, you know, bring it all in one place again. Um, I think it's providing, sort of, You know, it's I think, for these folks that think this might be kind of like a a linchpin for that. I think there are several other things that actually that really have made a bigger impression on me. Actually, at this event, one is is basically is, um we watch their move with Eunice store. Um, and it's kind of interesting coming, you know, coming from mongo db last week. And I see it's like these two companies seem to be going converging towards the same place at different speeds. I think it's not like it's going to get there faster than Mongo for a number of different reasons, but I see like a number of common threads here. I mean, one is that Mongo was was was a company. It's always been towards developers. They need you know, start cultivating data, people, >>these guys going the other way. >>Exactly. Bingo. And the thing is that but they I think where they're converging is the idea of operational analytics and trying to serve all constituencies. The other thing, which which also in terms of serving, you know, multiple constituencies is how snowflake is laid out Snow Park and what I'm finding like. There's an interesting I economy. On one hand, you have this very ingrained integration of Anaconda, which I think is pretty ingenious. On the other hand, you speak, let's say, like, let's say the data robot folks and say, You know something our folks wanna work data signs us. We want to work in our environment and use snowflake in the background. So I see those kind of some interesting sort of cross cutting trends. >>So, Sandy, I mean, Frank Sullivan, we'll talk about there's definitely benefits into going into the walled garden. Yeah, I don't think we dispute that, but we see them making moves and adding more and more open source capabilities like Apache iceberg. Is that a Is that a move to sort of counteract the narrative that the data breaks is put out there. Is that customer driven? What's your take on that? >>Uh, primarily I think it is to contract this whole notion that once you move data into snowflake, it's a proprietary format. So I think that's how it started. But it's hugely beneficial to the customers to the users, because now, if you have large amounts of data in parquet files, you can leave it on s three. But then you using the the Apache iceberg table format. In a snowflake, you get all the benefits of snowflakes. Optimizer. So, for example, you get the, you know, the micro partitioning. You get the meta data. So, uh, in a single query, you can join. You can do select from a snowflake table union and select from iceberg table, and you can do store procedures, user defined functions. So I think they what they've done is extremely interesting. Uh, iceberg by itself still does not have multi table transactional capabilities. So if I'm running a workload, I might be touching 10 different tables. So if I use Apache iceberg in a raw format, they don't have it. But snowflake does, >>right? There's hence the delta. And maybe that maybe that closes over time. I want to ask you as you look around this I mean the ecosystems pretty vibrant. I mean, it reminds me of, like reinvent in 2013, you know? But then I'm struck by the complexity of the last big data era and a dupe and all the different tools. And is this different, or is it the sort of same wine new new bottle? You guys have any thoughts on that? >>I think it's different and I'll tell you why. I think it's different because it's based around sequel. So if back to Tony's point, these vendors are coming at this from different angles, right? You've got data warehouse vendors and you've got data lake vendors and they're all going to meet in the middle. So in your case, you're taught operational analytical. But the same thing is true with Data Lake and Data Warehouse and Snowflake no longer wants to be known as the Data Warehouse. There a data cloud and our research again. I like to base everything off of that. >>I love what our >>research shows that organisation Two thirds of organisations have sequel skills and one third have big data skills, so >>you >>know they're going to meet in the middle. But it sure is a lot easier to bring along those people who know sequel already to that midpoint than it is to bring big data people to remember. >>Mrr Odula, one of the founders of Cloudera, said to me one time, John Kerry and the Cube, that, uh, sequel is the killer app for a Yeah, >>the difference at this, you know, with with snowflake, is that you don't have to worry about taming the zoo. Animals really have thought out the ease of use, you know? I mean, they thought about I mean, from the get go, they thought of too thin to polls. One is ease of use, and the other is scale. And they've had. And that's basically, you know, I think very much differentiates it. I mean, who do have the scale, but it didn't have the ease of use. But don't I >>still need? Like, if I have, you know, governance from this vendor or, you know, data prep from, you know, don't I still have to have expertise? That's sort of distributed in those those worlds, right? I mean, go ahead. Yeah. >>So the way I see it is snowflake is adding more and more capabilities right into the database. So, for example, they've they've gone ahead and added security and privacy so you can now create policies and do even set level masking, dynamic masking. But most organisations have more than snowflake. So what we are starting to see all around here is that there's a whole series of data catalogue companies, a bunch of companies that are doing dynamic data masking security and governance data observe ability, which is not a space snowflake has gone into. So there's a whole ecosystem of companies that that is mushrooming, although, you know so they're using the native capabilities of snowflake, but they are at a level higher. So if you have a data lake and a cloud data warehouse and you have other, like relational databases, you can run these cross platform capabilities in that layer. So so that way, you know, snowflakes done a great job of enabling that ecosystem about >>the stream lit acquisition. Did you see anything here that indicated there making strong progress there? Are you excited about that? You're sceptical. Go ahead. >>And I think it's like the last mile. Essentially. In other words, it's like, Okay, you have folks that are basically that are very, very comfortable with tableau. But you do have developers who don't want to have to shell out to a separate tool. And so this is where Snowflake is essentially working to address that constituency, um, to San James Point. I think part of it, this kind of plays into it is what makes this different from the ado Pere is the fact that this all these capabilities, you know, a lot of vendors are taking it very seriously to make put this native obviously snowflake acquired stream. Let's so we can expect that's extremely capabilities are going to be native. >>And the other thing, too, about the Hadoop ecosystem is Claudia had to help fund all those different projects and got really, really spread thin. I want to ask you guys about this super cloud we use. Super Cloud is this sort of metaphor for the next wave of cloud. You've got infrastructure aws, azure, Google. It's not multi cloud, but you've got that infrastructure you're building a layer on top of it that hides the underlying complexities of the primitives and the a p I s. And you're adding new value in this case, the data cloud or super data cloud. And now we're seeing now is that snowflake putting forth the notion that they're adding a super path layer. You can now build applications that you can monetise, which to me is kind of exciting. It makes makes this platform even less discretionary. We had a lot of talk on Wall Street about discretionary spending, and that's not discretionary. If you're monetising it, um, what do you guys think about that? Is this something that's that's real? Is it just a figment of my imagination, or do you see a different way of coming any thoughts on that? >>So, in effect, they're trying to become a data operating system, right? And I think that's wonderful. It's ambitious. I think they'll experience some success with that. As I said, applications are important. That's a great way to deliver information. You can monetise them, so you know there's there's a good economic model around it. I think they will still struggle, however, with bringing everything together onto one platform. That's always the challenge. Can you become the platform that's hard, hard to predict? You know, I think this is This is pretty exciting, right? A lot of energy, a lot of large ecosystem. There is a network effect already. Can they succeed in being the only place where data exists? You know, I think that's going to be a challenge. >>I mean, the fact is, I mean, this is a classic best of breed versus the umbrella play. The thing is, this is nothing new. I mean, this is like the you know, the old days with enterprise applications were basically oracle and ASAP vacuumed up all these. You know, all these applications in their in their ecosystem, whereas with snowflake is. And if you look at the cloud, folks, the hyper scale is still building out their own portfolios as well. Some are, You know, some hyper skills are more partner friendly than others. What? What Snowflake is saying is that we're going to give all of you folks who basically are competing against the hyper skills in various areas like data catalogue and pipelines and all that sort of wonderful stuff will make you basically, you know, all equal citizens. You know the burden is on you to basically we will leave. We will lay out the A P. I s Well, we'll allow you to basically, you know, integrate natively to us so you can provide as good experience. But the but the onus is on your back. >>Should the ecosystem be concerned, as they were back to reinvent 2014 that Amazon was going to nibble away at them or or is it different? >>I find what they're doing is different. Uh, for example, data sharing. They were the first ones out the door were data sharing at a large scale. And then everybody has jumped in and said, Oh, we also do data sharing. All the hyper scholars came in. But now what snowflake has done is they've taken it to the next level. Now they're saying it's not just data sharing. It's up sharing and not only up sharing. You can stream the thing you can build, test deploy, and then monetise it. Make it discoverable through, you know, through your marketplace >>you can monetise it. >>Yes. Yeah, so So I I think what they're doing is they are taking it a step further than what hyper scale as they are doing. And because it's like what they said is becoming like the data operating system You log in and you have all of these different functionalities you can do in machine learning. Now you can do data quality. You can do data preparation and you can do Monetisation. Who do you >>think is snowflakes? Biggest competitor? What do you guys think? It's a hard question, isn't it? Because you're like because we all get the we separate computer from storage. We have a cloud data and you go, Okay, that's nice, >>but there's, like, a crack. I think >>there's uniqueness. I >>mean, put it this way. In the old days, it would have been you know, how you know the prime household names. I think today is the hyper scholars and the idea what I mean again, this comes down to the best of breed versus by, you know, get it all from one source. So where is your comfort level? Um, so I think they're kind. They're their co op a Titian the hyper scale. >>Okay, so it's not data bricks, because why they're smaller. >>Well, there is some okay now within the best of breed area. Yes, there is competition. The obvious is data bricks coming in from the data engineering angle. You know, basically the snowflake coming from, you know, from the from the data analyst angle. I think what? Another potential competitor. And I think Snowflake, basically, you know, admitted as such potentially is mongo >>DB. Yeah, >>Exactly. So I mean, yes, there are two different levels of sort >>of a on a longer term collision course. >>Exactly. Exactly. >>Sort of service now and in salesforce >>thing that was that we actually get when I say that a lot of people just laughed. I was like, No, you're kidding. There's no way. I said Excuse me, >>But then you see Mongo last week. We're adding some analytics capabilities and always been developers, as you say, and >>they trashed sequel. But yet they finally have started to write their first real sequel. >>We have M c M Q. Well, now we have a sequel. So what >>were those numbers, >>Dave? Two thirds. One third. >>So the hyper scale is but the hyper scale urz are you going to trust your hyper scale is to do your cross cloud. I mean, maybe Google may be I mean, Microsoft, perhaps aws not there yet. Right? I mean, how important is cross cloud, multi cloud Super cloud Whatever you want to call it What is your data? >>Shows? Cloud is important if I remember correctly. Our research shows that three quarters of organisations are operating in the cloud and 52% are operating across more than one cloud. So, uh, two thirds of the organisations are in the cloud are doing multi cloud, so that's pretty significant. And now they may be operating across clouds for different reasons. Maybe one application runs in one cloud provider. Another application runs another cloud provider. But I do think organisations want that leverage over the hyper scholars right they want they want to be able to tell the hyper scale. I'm gonna move my workloads over here if you don't give us a better rate. Uh, >>I mean, I I think you know, from a database standpoint, I think you're right. I mean, they are competing against some really well funded and you look at big Query barely, you know, solid platform Red shift, for all its faults, has really done an amazing job of moving forward. But to David's point, you know those to me in any way. Those hyper skills aren't going to solve that cross cloud cloud problem, right? >>Right. No, I'm certainly >>not as quickly. No. >>Or with as much zeal, >>right? Yeah, right across cloud. But we're gonna operate better on our >>Exactly. Yes. >>Yes. Even when we talk about multi cloud, the many, many definitions, like, you know, you can mean anything. So the way snowflake does multi cloud and the way mongo db two are very different. So a snowflake says we run on all the hyper scalar, but you have to replicate your data. What Mongo DB is claiming is that one cluster can have notes in multiple different clouds. That is right, you know, quite something. >>Yeah, right. I mean, again, you hit that. We got to go. But, uh, last question, um, snowflake undervalued, overvalued or just about right >>in the stock market or in customers. Yeah. Yeah, well, but, you know, I'm not sure that's the right question. >>That's the question I'm asking. You know, >>I'll say the question is undervalued or overvalued for customers, right? That's really what matters. Um, there's a different audience. Who cares about the investor side? Some of those are watching, but But I believe I believe that the from the customer's perspective, it's probably valued about right, because >>the reason I I ask it, is because it has so hyped. You had $100 billion value. It's the past service now is value, which is crazy for this student Now. It's obviously come back quite a bit below its IPO price. So But you guys are at the financial analyst meeting. Scarpelli laid out 2029 projections signed up for $10 billion.25 percent free time for 20% operating profit. I mean, they better be worth more than they are today. If they do >>that. If I If I see the momentum here this week, I think they are undervalued. But before this week, I probably would have thought there at the right evaluation, >>I would say they're probably more at the right valuation employed because the IPO valuation is just such a false valuation. So hyped >>guys, I could go on for another 45 minutes. Thanks so much. David. Tony Sanjeev. Always great to have you on. We'll have you back for sure. Having us. All right. Thank you. Keep it right there. Were wrapping up Day two and the Cube. Snowflake. Summit 2022. Right back. Mm. Mhm.

Published Date : Jun 16 2022

SUMMARY :

What have you seen? And I also think that the native applications as part of the I've heard a lot of data mesh talk this week. seem to get away from it. It seems to be gathering momentum, but But what have you seen? but I think the idea that you can put all the data in one place which, And the thing is that but they I think where they're converging is the idea of operational that the data breaks is put out there. So, for example, you get the, you know, the micro partitioning. I want to ask you as you look around this I mean the ecosystems pretty vibrant. I think it's different and I'll tell you why. But it sure is a lot easier to bring along those people who know sequel already the difference at this, you know, with with snowflake, is that you don't have to worry about taming the zoo. you know, data prep from, you know, don't I still have to have expertise? So so that way, you know, snowflakes done a great job of Did you see anything here that indicated there making strong is the fact that this all these capabilities, you know, a lot of vendors are taking it very seriously I want to ask you guys about this super cloud we Can you become the platform that's hard, hard to predict? I mean, this is like the you know, the old days with enterprise applications You can stream the thing you can build, test deploy, You can do data preparation and you can do We have a cloud data and you go, Okay, that's nice, I think I In the old days, it would have been you know, how you know the prime household names. You know, basically the snowflake coming from, you know, from the from the data analyst angle. Exactly. I was like, No, But then you see Mongo last week. But yet they finally have started to write their first real sequel. So what One third. So the hyper scale is but the hyper scale urz are you going to trust your hyper scale But I do think organisations want that leverage I mean, I I think you know, from a database standpoint, I think you're right. not as quickly. But we're gonna operate better on our Exactly. the hyper scalar, but you have to replicate your data. I mean, again, you hit that. but, you know, I'm not sure that's the right question. That's the question I'm asking. that the from the customer's perspective, it's probably valued about right, So But you guys are at the financial analyst meeting. But before this week, I probably would have thought there at the right evaluation, I would say they're probably more at the right valuation employed because the IPO valuation is just such Always great to have you on.

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