>> Announcer: Live, from the Moscone Center it's theCUBE. Covering AWS Summit San Francisco, 2018. Brought to you by, Amazon Web Services. >> Welcome back I'm Stu Miniman and this theCUBE's live coverage from AWS Summit San Francisco. Happy to have two industry analysts here. Also, they are founding partners of Kaleido Insights Jeremiah Owyang and Jessica Groopman. Join me and help me extract the signal from the noise that is our industry today. Thanks so much for joining us. >> Great to be here. >> Jessica it's actually the first time I've met you. Why don't you give our audience a little bit about your background and what led to the finding of Kaleido Insights. >> Of course, so I have been covering Internet of things, IOT for many years, and also in the last couple of years have gone very deep in both AI and blockchain. So, have this sort of umbrella category, which we call automation at Kaleido, that I cover and basically we formed the firm because what we saw was companies pursuing single technologies. What's your AI strategy, what's your IOG strategy what's your AR strategy? When in reality, all of these things are impacting each other. so we take a kaleidoscopic sort of converged lens. >> I love that, so Jeremiah, I can't believe it's your first time on our program, John Furrier's taking photos. You're one of the first people I followed on Twitter when I got on, I've known you for many years, so thanks. You've watched so many of these waves. Give us your take as to how you fit into the Kaleidoscope of what's happening. >> Yeah thanks a lot, so I've been in Silicon Valley for over 20 years, and I've seen threewaves.com, social media, collaborative, and now autonomous is the fourth wave that we're seeing right now. And, it's just amazing to see. I see the frequency of technologies is happening at a faster pace, and the impacts they're having to business models and what companies have to do to keep up, so it is a really exciting time. A few years ago, Uber and Airbnb were really hot and I was focused in on that topic. And now, it seems like that is a lifetime ago. We're focused on autonomous technologies; blockchain, IOT. And the things that Amazon announced today on stage like machine learning and drones and self-driving cars. It's a dizzying pace on what's going on it's like it explodes. >> Just in the last couple of weeks, look what happened to Facebook and Amazon with some of the internal and external pressures on those companies. I like what you say, we get excited by the new shiny. It was like, oh everything that was big data is now kind of AI well, IOT and ML. At WikiBound, on our research side, we say it's data at the center of it, data data data. And we've been talking about this for years. Jeremiah and I worked in the boring old storage industry. Which was never about storing the information, it was, how do I allow it to be shared and leverage it. So it's like it's maturation, you know, what's your take what's at the center over here, what are some of the biggest challenges, what's real what's not, and you know, doing it in under a minute. >> It continues to be the central focus, I mean it's been very interesting watching in the IOT space for the past couple of years where we've been fixated on things, right, the objects. But in reality it's about extracting data either between or about or in aggregate or about individuals sensor data, around those things. So the same is true, now we're seeing this shift into cognitive IOT, where devices themselves can analyze and process at the edge, or send learnings across a whole fleet of vehicles or a whole ray of devices about a given environment. Same story, different technologies continuing the cycle. >> Jeremiah, you know, that pace of change you talked about is so challenging, how do you go from I've got an idea to I'm going to start rolling it out by the time I use it, aren't I out of date? What do you see, how do you help customers look at this holistically and not constantly be tripping over themselves? >> And for the bigger the company the harder it is for them to keep up. The technology paces are coming faster, so one trend that we're seeing is corporations are launching innovation programs. It's an actual team, they have a dotted line to the CEO or the Chief Product Officer, and they're responsible for testing all of these new technologies. Maybe in a secluded area or tying it back to a business unit but their job is to experiment like a startup in the big company. So that's what we're seeing right now, these innovation programs that are merging. >> Why don't you tell us, we're here at the Amazon show. How are they doing, what's good? Where are some of the competitors leading them, you know? What are customers asking for? >> It's fascinating to see how Amazon is effectively taking different strategies at every single part of the stack. I believe this morning Verner said, offering egalitarian access to data storage, to data compute to machine learning algorithms. Effectively, it makes the company's only job to have a great idea and then sort of bringing in Amazon to do the rest. What I also see is that it's shifting the Venn diagrams or the complex diagrams of who's competitive and where. Competitive landscapes are shifting all the time at each of these new announcements. >> It's like the only thing you need from IT is bandwidth, the pipe. And Amazon is promising to do just about all the rest of that. >> Yeah, but the challenges. Remember when cloud computing was supposed to be simple and now it's like, oh okay. I'm going to build a database on Amazon. Well which one of the 15 do you want? All the languages, all the choices. >> 125 products, they listed on stage. >> Yeah, there are over 1,000 releases every year. They have two to three new products almost every day. When they do this Summit and they did a bunch of announcements most of those weren't planned for this it just happened to be what's coming out of the CIDC pipeline, if you will from them. >> Imagine being a salesperson for Amazon just to sell the products. >> Or imagine being a customer trying to figure out just what to use in the architecture. >> Unfortunately we don't have a lot more time to talk. Give us some of the things your firm is looking at what we look to see in this year from you. >> Yeah, so broadly speaking, we're really focused on these different technology convergences. Just published new research on where IOT and blockchain are coming together, that's a space we're following very closely. The next report working on right now is around AI readiness. There's much ado about data pipelines and data preparedness as there should be, but there's a whole realm of people process, governance, leadership preparedness. So we're really focused on how companies can prepare for this new technology. >> I'm also looking at how the new business models from automation will impact different enterprise business units. And our other partners are looking at content and automation in the marketing side, and we just had a report released from Jaime Szymanski on how virtual reality and mixed reality is going to impact enterprise. And there's six used cases for the business and Rebecca is working on the marketing report. >> Jeremiah and Jess, hope we can get back with you soon to discuss all this, you hit a whole bunch of things. You mentioned blockchain, so we'll get 10X of the views of what we would have had otherwise. We'll be back with lots more coverage. Thanks to Kaleido Insights for joining us on this segment. We'll be back with lots more. I'm Stu Miniman, you're watching theCUBE. >> Man: Thank you. (digital music)