>>Welcome back everyone to the cubes coverage of VM wear Explorer, 2022 formerly VM world. The Cube's 12th year covering the annual conference. I'm Jennifer Daveon. We got Jason Bloomberg here. Who's a Silicon angle contributor guest author, president of inte analyst firm. Great to see you, Jason. Thanks for coming on the queue. >>Yeah, it's great to be here. Thanks a lot. >>And thanks for contributing to Silicon angle. We really appreciate your articles and, and so does the audience, so thanks for that. >>Very good. We're happy >>To help. All right. So I gotta ask you, okay. We've been here on the desk. We haven't had a chance to really scour the landscape here at Moscone. What's going, what's your take on what's going on with VMware Explorer, not world. Yeah. Gotta see the name change. You got the overhang of the, the cloud Broadcom, which from us, it seems like it's energized people like, like shocked to the system something's gonna happen. What's your take. >>Yeah, something's definitely going to happen. Well, I've been struggling with VMware's messaging, you know, how they're messaging to the market. They seem to be downplaying cloud native computing in favor of multi-cloud, which is really quite different from the Tansu centric messaging from a year or two ago. So Tansu is still obviously part of the story, but it's really, they're relegating the cloud native story to an architectural pattern, which it is, but I believe it's much more than that. It's really more of a paradigm shift in how organizations implement it. Broadly speaking, where virtualization is part of the cloud native story, but VMware is making cloud native part of the virtualization story. Do so >>Do you think that's the, the mischaracterization of cloud native or a bad strategy or both? >>Well, I think they're missing an opportunity, right? I think they're missing an opportunity to be a cloud native leader. They're well positioned to do that with Tansu and where the technology was going and the technology is still there. Right? It's not that that >>They're just downplaying it. >>They're just downplaying it. Right. So >>As, as they were security too, they didn't really pump up security at >>All. Yeah. And you know, vSphere is still gonna be based on Kubernetes. So it's, they're going to be cloud native in terms of Kubernetes support across their product line. Anyway. So, but they're, they're really focusing on multi-cloud and betting the farm on multi-cloud and that ties to the change of the name of the conference. Although it's hard to see really how they're connecting the dots. Right. >>It's a bridge you can't cross, you can't see that bridge crossing what you're saying. Yeah. I mean, I thought that was a clever way of saying, oh, we're exploring new frontiers, which is kinda like, we don't really know what it is >>Yet. Yeah. Yeah. I think the, the term Explorer was probably concocted by a committee where, you know, they eliminated all the more interesting names and that was the one that was left. But, you know, Raghu explained that that Explorer is supposed to expand the audience for the conference beyond the VMware customer to this broader multi-cloud audience. But it's hard to say whether you >>Think it worked. Was there people that you recognize here or identified as a new audience? >>I don't think so. Not, not at this show, but over time, they're hoping to have this broader audience now where it's a multi-cloud audience where it's more than just VMware. It's more than just individual clouds, you know, we'll see if that works. >>You heard the cl the cloud chaos. Right. Do you, do you think they're, multi-cloud cross cloud services is a solution looking for a problem or is the problem real? Is there a market there? >>Oh, oh, the cloud chaos. That's a real problem. Right? Multi-cloud is, is a reality. Many organizations are leveraging different clouds for different reasons. And as a result, you have management security, other issues, which lead to this chaos challenge. So the, the problem is real aria. If they can get it up and running and, you know, straightened out, it's gonna be a great solution, but there are other products on the market that are more mature and more well integrated than aria. So they're going to, you know, have to compete, but VMware is very good at that. So, you know, I don't, I don't count the outing. Who >>Do you see as the competition lay out the horses on the track from your perspective? >>Well, you know, there's, there's a lot of different companies. I, I don't wanna mention any particular ones cuz, cuz I don't want to, you know, favor certain ones over others cuz then I get into trouble. But there's a, a lot of companies that >>Okay, I will. So you got a red hat with, you got obvious ones, Cisco, Cisco, I guess is Ashi Corp plays a role? Well, >>Cisco's been talking about this, >>Anybody we missed. >>Well, there's a number of smaller players, including some of the exhibitors at the, at the show that are putting together this, you know, I guess cloud native control plane that covers more than just a single cloud or cover on premises of virtualization as well as multiple clouds. And that's sort of the big challenge, right? This control plane. How do we come up with a way of managing all of this, heterogeneous it in a unified way that meets the business need and allows the technology organization, both it and the application development folks to move quickly and to do what they need to do to meet business needs. Right? So difficult for large organizations to get out of their own way and achieve that, you know, level of speed and scalability that, that, that technology promises. But they're organizationally challenged to, >>To accomplish. I think I've always looked at multi-cloud as a reality. I do see that as a situational analysis on the landscape. Yeah, I got Azure because I got Microsoft in my enterprise and they converted everything to the cloud. And so I didn't really change that. I got Amazon cause that's from almost my action is, and I gotta use Google cloud for some AI stuff. Right. All good. Right. I mean that's not really spanning anything. There's no ring. It's not really, it's like point solutions within the ecosystem, but it's interesting to see how people are globbing onto multi-cloud because to me it feels like a broken strategy trying to get straightened out. Right. Like, you know, multi-cloud groping from multi-cloud it feels that way. And, and that makes a lot of sense cuz if you're not on the right side of this historic shift right now, you're gonna be dead. >>So which side of the street do you wanna be on? I think it's becoming clear. I think the good news is this year. It's like, if you're on this side of the street, you're gonna be, be alive. Yeah. And this side of the street, not so much. So, you know, that's cloud native obviously hybrid steady state mul how multi-cloud shakes out. I don't think the market's ready personally in terms of true multi-cloud I think it's, it's an opportunity to have the conversation. That's why we're having the super cloud narrative. Cause it's a lit more attention getting, but it focuses on, it has to do something specific. Right? It can't be vaporware. The market won't tolerate vaporware and the new cloud architecture, at least that's my opinion. What's your reaction? Yeah. >>Well the, well you're quite right that a lot of the multiple cloud scenarios involve, you know, picking and choosing the various capabilities each of the cloud provider pro offers. Right? So you want TensorFlow, you have a little bit of Google and you want Amazon for something, but then Amazon's too expensive for something else. So you go with a Azure for that or you have Microsoft 365 as well as Amazon. Right? So you're, that's sort of a multi-cloud right there. But I think the more strategic question is organizations who are combining clouds for more architectural reasons. So for example, you know, back backup or failover or data sovereignty issues, right, where you, you can go into a single cloud and say, well, I want, you know, different data and different regions, but they may a, a particular cloud might not have all the answers for you. So you may say, okay, well I want, I may one of the big clouds or there's specialty cloud providers that focus on data sovereignty solutions for particular markets. And, and that might be part of the mix, right? Isn't necessarily all the big clouds. >>I think that's an interesting observation. Cause when you look at, you know, hybrid, right. When you really dig into a lot of the hybrid was Dr. Right? Yeah. Well, we got, we're gonna use the cloud for backup. And that, and that, what you're saying is multi-cloud could be sort of a similar dynamic, >>The low-head fruit, >>Which is fine, which is not that interesting. >>It's the low hanging fruit though. It's the easy, it's that risk free? I won't say risk free, but it's the easiest way not to get killed, >>But there's a translate into just sort of more interesting and lucrative and monetizable opportunities. You know, it's kind of a big leap to go from Dr. To actually building new applications that cross clouds and delivering new monetization value on top of data and you know, this nerve. >>Yeah. Whether that would be the best way to build such applications, the jury's still out. Why would you actually want to do well? >>I was gonna ask you, is there an advantage? We talked to Mariana, Tess, who's, you know, she's CTO of into it now of course, into it's a, you know, different kind of application, but she's like, yeah, we kinda looked hard at that multiple cloud thing. We found it too complex. And so we just picked one cloud, you know, in, for kind of the same thing. So, you know, is there an advantage now, the one advantage John, you pointed this out is if I run on Microsoft, I'll make more money. If I run on Amazon and you know, they'll, they'll help me sell. So, so that's a business justification, but is there a technical reason to do it? You know, global presence, there >>Could be technical reason not to do it either too. So >>There's more because of complexity. >>You mean? Well, and or technical debt on some services might not be there at this point. I mean the puzzle pieces gotta be there, assume that all clouds have have the pieces. Right. Then it's a matter of composability. I think E AJ who came on AJ Patel who runs modern applications development would agree with your assessment of cloud native being probably the driving front car on this messaging, because that's the issue like once you have the, everything there, then you're composing, it's the orchestra model, Dave. It's like, okay, we got everything here. How do I stitch it together? Not so much coding, writing code, cuz you got everything in building blocks and patterns and, and recipes. >>Yeah. And that's really what VMware has in mind when they talk about multi-cloud right? From VMware's perspective, you can put their virtual machine technology in any cloud. So if you, if you do that and you put it in multiple clouds, then you have, you know, this common, familiar environment, right. It's VMware everywhere. Doesn't really matter which cloud it's in because you get all the goodness that VMware has and you have the expertise on staff. And so now you have, you know, the workload portability across clouds, which can give you added benefits. But one of the straw men of this argument is that price arbitrage, right. I'm gonna, you know, put workloads in Amazon if it's cheaper. But if then if Amazon, you know, Azure has a different pricing structure for something I'm doing, then maybe I'll, I'll move a workload over there to get better pricing. That's difficult to implement in practice. Right. That's so that's that while people like to talk about that, yeah. I'm gonna optimize my cost by moving workloads across clouds, the practicalities at this point, make it difficult. Yeah. But with, if you have VMware, any your clouds, it may be more straightforward, but you still might not do it in order to save money on a particular cloud bill. >>It still, people don't want data. They really, really don't want to move >>Data. This audience does not want do it. I mean, if you look at the evolution, this customer base, even their, their affinity towards cloud native that's years in the making just to good put it perspective. Yeah. So I like how VMware's reality is on crawl, walk, run their clients, no matter what they want 'em to do, you can't make 'em run. And when they're still in diapers right. Or instill in the crib. Right. So you gotta get the customers in a mode of saying, I can see how VMware could operate that. I know and know how to run in an environment because the people who come through this show, they're like teams, it's like an offsite meeting, meets a conference and it's institutionalized for 15 plus years of main enterprise workload management. So I like, that's just not going away. So okay. Given that, how do you connect to the next thing? >>Well, I think the, the missing piece of the puzzle is, is the edge, right? Because it's not just about connecting one hyperscaler to another hyperscaler or even to on-premises or a private cloud, it's also the edge, the edge computing and the edge computing data center requirements. Right. Because you have, you could have an edge data center in a, a phone tower or a point of presence, a telco point of presence, which are those nondescript buildings, every town has. Right? Yeah, yeah. Yeah. And you know, we have that >>Little colo that no one knows about, >>Right, exactly. That, you know, used to be your DSL end point. And now it's just a mini data center for the cloud, or it could be the, you know, the factory computer room or computer room in a retailer. You know, every retailer has that computer room in the modern retails target home Depot. They will have thousands of these little mini cloud data centers they're handling their, their point of sale systems, their, you know, local wifi and all these other local systems. That's, that's where the interesting part of this cloud story is going because that is inherently heterogeneous inherently mixed in terms of the hardware requirements, the software requirements and how you're going to build applications to support that, including AI based applications, which are sort of the, one of the areas of major innovation today is how are we going to do AI on the edge and why would we do it? And there's huge, huge opportunity to >>Well, real time referencing at the edge. Exactly. Absolutely. With all the data. My, my question is, is, is, is the cloud gonna be part of that? Or is the edge gonna actually bring new architectures and new economics that completely disrupt the, the economics that we've known in the cloud and in the data center? >>Well, this for hardware matters. If form factor matters, you can put a data center, the size of four, you know, four U boxes and then you're done >>Nice. I, >>I think it's a semantic question. It's something for the marketers to come up with the right jargon for is yeah. Is the edge part of the cloud, is the cloud part of the edge? Are we gonna come up with a new term, super cloud HyperCloud? >>Yeah. >>Wonder woman cloud, who knows? Yeah. But what, what >>Covers everything, but what might not be semantic is the, I, I come back to the Silicon that inside the, you know, apple max, the M one M two M two ultras, the, what Tesla's doing with NPUs, what you're seeing, you know, in, in, in arm based innovations could completely change the economics of computing, the security model. >>As we say, with the AJ >>Power consumption, >>Cloud's the hardware middleware. And then you got the application is the business everything's completely technology. The business is the app. I >>Mean we're 15 years into the cloud. You know, it's like every 15 years something gets blown up. >>We have two minutes left Jason. So I want to get into what you're working on for when your firm, you had a great, great traction, great practice over there. But before that, what's the, what's your scorecard on the event? How would you, what, what would be your constructive analysis? Positive, good, bad, ugly for VMwares team around this event. What'd they get right? What'd they need to work on >>Well as a smaller event, right? So about one third, the size of previous worlds. I mean, it's, it's, it's been a reasonably well run event for a smaller event. I, you know, in terms of the logistics and everything everything's handled well, I think their market messaging, they need to sort of revisit, but in terms of the ecosystem, you know, I think the ecosystem is, is, is, is doing well. You know, met with a number of the exhibitors over the last few days. And I think there's a lot of, a lot of positive things going on there. >>They see a wave coming and that's cloud native in your mind. >>Well, some of them are talking about cloud native. Some of them aren't, it's a variety of different >>Potentially you're talking where they are in this dag are on the hardware. Okay, cool. What's going on with your research? Tell us what you're focused on right now. What are you digging into? What's going on? Well, >>Cloud native, obviously a big part of what we do, but cybersecurity as well, mainframe modernization, believe it or not. It's a hot topic. DevOps continues to be a hot topic. So a variety of different things. And I'll be writing an article for Silicon angle on this conference. So highlights from the show. Great. Focusing on not just the VMware story, but some of the hot spots among the exhibitors. >>And what's your take on the whole crypto defi world. That's emerging. >>It's all a scam hundred >>Percent. All right. We're now back to enterprise. >>Wait a minute. Hold on. >>We're out of time. >>Gotta go. >>We'll make that a virtual, there are >>A lot of scams. >>I'll admit that you gotta, it's a lot of cool stuff. You gotta get through the underbelly that grows the old bolt. >>You hear kit earlier. He's like, yeah. Well, forget about crypto. Let's talk blockchain, but I'm like, no, let's talk crypto. >>Yeah. All good stuff, Jason. Thanks for coming on the cube. Thanks for spending time. I know you've been busy in meetings and thanks for coming back. Yeah. Happy to help. All right. We're wrapping up day two. I'm Jeff David ante cube coverage. Two sets three days live coverage, 12th year covering VMware's user conference called explore now was formerly VM world onto the next level. That's what it's all about. Just the cube signing off for day two. Thanks for watching.