from the cube studios in Palo Alto in Boston connecting with thought leaders all around the world this is a cube conversation everyone welcome to this cube conversation here in the cubes Palo Alto Studios we're here with the quarantine crew I'm John for your host we've got a great guest John Madison CMO an EVP of products of Fortinet and today more than ever in this changing landscape accelerating faster and faster certainly as this covin 19 crisis has forced business to realize a lot of the at scale problems are at hand and a lot of things are exposed in terms of problems and opportunities you have to take care of one of them security John thanks for coming on cube and looking forward to chatting about your recent event you had this week and also the updates at Florida thanks for joining me yeah it's great to be here John so more than ever the innovation strategies are not just talking points anymore in board meetings or companies there's they actually have to come out of this pandemic and operate through it with real innovation with actionable outcomes they've got to get their house in order you're seeing projects really focusing in on the at scale problems which is essentially keep the network's run and keep the sick the security fabric in place this is critical path stuff but the innovation coming out of it has to be a growth play for companies and this has been a big thing so you guys are in the middle of it we've chatted about all the four to guard stuff and all this you're seeing all the traffic you're seeing all the all the impact this work at home has forced companies to not only deal to new realities but it's exposed some things they need to double down on and things they need to either get rid of or fix fast what's your take on all this yeah you know I think it took a lot of people by surprise and the first thing I would like to do is you know spank our employees our customers and partners for the work they've done in the last six to seven weeks now what was happening was a lot of customers had built their work from home programs around a certain percentage 5% 10% 15% and that's what they scaled it for then all of a sudden you know everybody had to work from home and so you went from maybe a thousand people to 10,000 or 5,000 to 50,000 they had to scale very quickly because this had to be implemented in hours and days not weeks and months luckily our systems are able to gaile very quickly we can scale using a security processing units which offload the CPU and allow a lot of users simultaneously to access through VPN SSL VPN IPSec VPN and then we have an implementation at home ranging from a very simple Microsoft Wyant all the way to our clients all the way to even off Buda gate firewalls at home so we really did work very hard to make sure that our customers could maintain their business proposition during these times you know I want to get those work at home and I think it's a little big Sdn story and you guys have been on for a long time I mean we've talked with your you and your folks many times around st Wynn and what it means to to have that in place but this work at home those numbers are off the charts strange and this is disruption this was an unforeseen disruption it's not like a hurricane or flood this is real and we've also talked with you guys and your team around the endpoint you know the edge of the network that's the explosion of the billions of edges this is just an industry kind of inside baseball conversation and then also the immersion of the lifestyle we now live in so you have a world where it was inside baseball for this industry now every company and everyone's feeling it this is a huge issue I'm at home I got to protect myself I got data I gotta have a VPN I mean this is a reality that just wasn't seen I mean what do you guys are what are you guys doing in this area well I think it changes that this long-term architect and so you know the past we talked about there being millions of edges and people go how many billions of edges and what's happened is if you're working from home that's an edge and so the long term architecture means that companies need to take care of where their network edges are now the SEM at home they had them at the branch office they have them at the end of prize and the data center in the cloud then we need to decide know where to apply the security is it at the endpoint is it at the edges is the data center or bout an S T one is absolutely essential because every edge you'll have whether that were home now whether it be in your data center or eCampus on the cloud needs that st-1 technology and make sure you can guide the applications in a secure manner what's interesting is I actually deployed st-1 in my home here I've got two ISP connections one week I'm casting off with AT&T now that may be overkill right now for most people about putting st-1 in their homes but I think long-term homes are gonna be part of the enterprise network it's just another eight take a minute to explain the SD win I would call it the this is a mill especially this is not your grandfather's st win I mean it's changed st when is the internet I mean basically at home what does that mean if users don't know care what the products are at the end of the day they're working at home so kind of SD win has taken on a new broader scope if you will it's not just the classic SD win or is it can you take us through I mean and this is a category that's becoming much broader what's your what's your nails is there yeah again I'm not saying that you know consumers are gonna be putting SD wine in the homes right now but if I'm an executive and I rely on my communication out there are lots of meetings during the day work from home I want it to be as reliable as possible so if my one is pee goes down and I can't get on the internet that's an issue if I have to ISPs I have much higher availability but more importantly us you and I can guide the applications where I want when they want I can make sure you know my normal home traffic goes off certain direction the certain on a VLAN and segmentation policy whereas my war can be completely set out so again I you know I think SDRAM technology is important for the home long term is important for the branch for the enterprise and the data center and Earls St ones built into all up all our forty gates have sp1 you just switch it on we think it's a four essential technology going forward to drive that cloud on-ramp real quick follow-up on that for the folks in the enterprise I see the enterprise will make it easier for their customers their users who are at home so it feels consumer II invisible if you will I think that's the short-term what's what are what are you seeing your customers and prospective customers thinking when they come back or as they operate now in this new reality when they say you know what we really miss forecasted this now they have to get back to business what are they gonna do do they do more sta on I mean what's the architecture how does that get done what's the conversation like you know as this evolved for the next it's gonna slowly open up it still it's going to be a new reality for at least 12 months what's the conversation with the customer right now when it comes to going in and taking care of this so it doesn't happen again yeah what I'm doing actually actually what I'm doing a lot of virtual ABC's obviously we usually have 200 our customers that come to our corporate quarters or executive briefings and I'm doing actually more virtually and a lot of the opening conversations is they don't think they're gonna go completely Hunter's under percent back to where they were there's always going to be now a fraction of work-from-home people they may move around some of their physical location so as I said the ST when is that piece on the edge whether it be your home ranch campus or data centers gonna be there to guide the applications guide the users and devices to the right applications of wherever they may be as it could be in the cloud of communion data center it could be anywhere and then the key conversation thereafter for customers long-term architecture wise is where do I apply my security stack and the security spat consists of basic things like antivirus all right yes more detection capabilities even even response to Isis given that stack how much do I put in the edge how much do I put in my endpoint how much do I put my branch how much I put in my campus data center and cloud and then how do I maintain a policy a single policy across all of those and then now and again maybe I have to move that stack cross so that's going to be the key long term architecture question for enterprises as they move to a slightly different composition of workforce in different locations is hey I've got to make sure every edge that I have I identify and I secure when SP ran and then how do I apply the security stack cross all the diff tell great insight thanks for sharing that I want to get your take on now speaking of working at home you're also the CMO as well as the EVP of products which is a unique job because you can talk about any think when the cube we love it you had an event accelerate 2020 the folks watching go to the hashtag on Twitter hashtag accelerate 20 that's the hash tag you'll see a lot of the the pictures of the slides and some commentary I was laying down some tweets all the analysts were as well what are some of the highlights for you is a great presentation by the CEO you gave a talk and there's a lot of breakouts you had to do a digital event because you couldn't hold the physical event so you kind of had a shelter-in-place kind of and how did it go and what are some of the highlights yeah on the one side I was a bit sad you know we had or what we call accelerates arrange for this year in Barcelona and New York Mexico and San Jose we had to cancel war for them and I'm very quickly spin up a digital event a virtual event and you know we end up there's some initial targets around you know you know each of our physical events we get between two and three thousand and so we're thinking you know if we got to ten thousand this would be great we actually ended up with thirty thirty-two thousand or something like that registered and actually the percentage that showed off was even higher so we had over 20,000 people actually come online and go through our keynotes we built it so you go through the keynotes then you can go off to the painting what we call the breakouts for more detail we did verticals oh it did more technology sessions and so it's great and you know we tried our best to answer the questions online because these things are on demand we had three we had one for the u.s. one premiere and won't write back and so there was times but to get that sort of exposure to me is amazing twenty thousand people on there listening and it connects into another subject which is education and fun yet for some time as invested I would say you know my CEO says but I'll invest a bit more in education versus the marketing advertising budget now go okay okay that's that hey we'll work on that but education for us we announced a few weeks ago that education is now training is free for customers for everybody and we'd also been you know leading the way by providing free training for our partners now it's completely free for everybody we have something called the network security expert which goes from one to eight one and two of that are actually open to the public right now and if I go to the end of last year we had about two to three thousand people maybe a week come on and do the training obviously majority doing the NSC one courses you get further through to eight it's more technical last week we had over eighty thousand people we just think about those numbers incredible because people you know having more time let's do the training and finding is as they're doing this training going up the stack more quickly and they're able to implement their tools more quickly so training for us is just exploded off the map and I and there's a new reality of all the unemployment and also people are at home and there's a lot of job about the skill gap before in another cube conversation it's it's more apparent than ever and why not make it free give people some hope give them some tools to be successful there's demand yes and it's not you know it's not just them you know IT professionals are Ennis e1 is a foundational course and you'll see kids and students and universities doing it and so Ben Mars granddad's dad's doing it so we we're getting all sorts of comments and social media about the training you know our foundation great stuff has a great we'll put a plug on that when should we get that amplified for its really good stuff I got to ask you about the event one of the things I really like about the presentation was from your CEO and you gave one as well was the clarity around the vision of security and a couple of things that were notable to me was the confluence of the collision between networking and security and at the intersection of those two forces you have an accelerated integrated policy dynamic to me this is the heart of DevOps of what used to be in cloud being kind of applied to security you have data you got all kinds of new things emerging new patterns new signals that's security so you got to be you got to be fast you got to identify things so you guys are in this business that's one force and the other one was the billions of edges and this idea that there's no perimeter so it's everything's immersive so illustrate some points of validation on that from your standpoint is that how you guys are seeing it unfold in the future is that happening now can you give us a feeling for whether where we are and that those those kind of paradigms yeah good point so I think it's been happening it's happening now has been happening the future you know if you look at networking and our CEO Enzi talked about this and that networking hasn't really cheer outing and switching we go back to 2000 we had 100 mega under megabit now you have formed a gigabit but the basic function we haven't really changed that much securities different we've gone from a firewall and we add VPN then we at next-gen firewall then we had SSL inspection now we've added sd1 and so this collisions kind of an equal in that you know networking's sped ahead and firewalling is stayed behind because it's just got too many applications on that so the basic principle premise of the company of putting net is to build and bring that together so it's best of all accelerate the basic security network security functions so you can consolidate multiple functions on one system and then bring networking and security together a really good example of security where or nexium firewall where you can accelerate and so our security processing units and my analogy simple analogy is GPUs inside games where their GPU offloads CPU to allow rendering to happen very quick it's the same for us RSP use way of a network SPU and we have a Content SPU which all flows the CPU to allow a security and networking do it be accelerated work now coming to your second point about the perimeter I I'm not quite sure whether the perimeters disappear and the reason I say that is customer still goes they have firewalls on the front of the networks they have endpoint protection they have protection in the cloud so it's not that the perimeters disappeared it's just but much larger and so now the perimeters sitting across all your infrastructure your endpoints your in factories you got IOT devices you've got workloads in different powered and that means you need to look very carefully at those and give visibility initially and then apply the control that control maybe it's a ten-point security it may be SD mine at the edge it may be a compliance template in the cloud but you need visibility of all those edges which have been created with the perimeters reading across the image it's interesting you bring up a good point we always have kind of debates over beers on this on this topic you know the old model was mote you know get the castle and the gate but here the perimeter of the edge if you believe there's an edge and I do believe you find it perfectly the edge is a perimeter it's an endpoint right so it's a door into the internet so are the network so is the perimeter just an end adorn there's more doors right so or service yeah just think about it the castle would did multiple doors is the back everyone's the door there's this dozle someday and you have to define those H's and have visibility of them and that's why things like network access control know for you know zero trust network access is really important making sure you kind of look at the edge inside your way and so your data center and then it's like you powd what workloads are spinning off and what's the configuration and what's there what's from a data perspective right your recommendation and I'm a customer looking at my network I got compute I got edge devices and users I realized there's a billions of edges on my network now and the realities hit me I wasn't really being proactive on investing what do I do what's the PlayBook for me as I start to rethink that and what do I put into place how do I get going now I got to rethink it I now recognize I got full validation I got to manage this I got to do something what's your recommendation to me if I'm a customer the key to me is and I've had this conversation now for the last five years and it's getting louder and louder and that is I suppose I spend a lot of money on point solution point but even end point may have five point products on there and so they're getting to the conclusion it's just too hard to manage I can't find all the right people I get so many alerts from so many security systems I can't work out what's going on and the conversation now is how do I deploy a platform we call it the security fabric now I don't deploy that fabric across my network I'm not saying you should go from 30 vendors to one vendor that would be nice of course but I what I'm saying as you go from 30 vendors down to maybe five or six platform the platform's perform multiple functions it could be they're out there you attach a platform a designer platform just birth protector or a particular organization or part of the network and so the platform allows you then to build automation and the automation allows you to see things more quickly and react to things more quickly and do things without manual intervention the platform approach it's absolutely starting to resonate yes you've still got very very large customers who put everything into segments of a C's Exedra book most customers now moving towards a yeah I think you know as you see and again back to that collision with the end of the intersection we have integrated policies if you're gonna do any integration which is the data problem so we talk about all the time to a lot of different tools can create silos and there's a use case for that but also creates problematic situations I mean a platform gives you a much more robust capability to be adaptive to be real time to program and automate yeah it's it's it's an issue if you've got 30 vendors and just be honest it's also an issue in the industry so I mean networking the story kind of worked out how to work together you can use the same different vendor switches and routers and they roughly work together with cybersecurity they've all been deal you know built totally separately not to even work and that's why you've got these multiple layers you've got a product the security problem then this got its own analytics engine and manager then you've got a manager of managers and an analyzer of analyzers and the sim system and then a saw I mean just goes on it makes it so complex for people and that's why I think they look into something a bit more simplified but most importantly the platform must be friendly from a consumption model you must be able to do an appliance where you need to do virtual machine SAS cloud native container whatever it may be because that network has changed in those ages as those edges move you've got them to have a platform that adaptable to the consumption model require you know I had a great cartridge with Phil Quaid you see your seaso over there and we were chatting around you know this idea of I won't say customization but there's no one turnkey monolithic application it seems to these platforms tend to be enabling where the seaso trend is to have teams building ok and and and almost a customized but building software to automate to solve their use case for their outcome so enabling that is a trend we're seeing so I think you guys are on the right track there any comment on your take on this enabling platform is that something that you guys are seeing that CSIS is looking at more in-house development more use case focus because they have the data they got real-time they need to be building on a platform not told what they could do yeah I think you've always had this this network team trying to build things fast and open and the security team trying to post things down and make it more secure you know it becomes even more problematic if you kind of go to the cloud where you've got pockets a developer's kind of thing do things in the DevOps way really as fast as possible and sometimes the controls are not put in place in fact no the big as I said the biggest issue for the cloud is not so much you know malware it it's more about miss configuration that's why you're seeing the big breaches and that's more of a customer thing to do and so I think what the seaso is trying to do is make sure they apply the controls appropriately and again their job has become much harder now we've got all the multitude of endpoints that they didn't have before they've got now there when that's not just the closed MPLS network is old off different types of broadband 5 G's coming towards the end of this year next year as well the data centers may have decreased a bit but they've still got datacenter capacity and they're probably got 5 or 6 hours and 20 different SAS applications that put a deal with and they've got to deal with developers in there so it's a harder job for them and they need to melt or add those tools but come back to that single point of management great stuff John Madison CMO EVP great insight there it's almost a master class right there you laid it all out on what's going on a final question any change is what any other news updates on the four net front I know you guys got some answer I didn't see the breakouts of the session I had something else going on I think I've been walking dog and do some other things but you know being at home and to take care of things what's new what's what's out that people might have missed that's coming out of for today you're telling me you didn't have 60 hour a breakout on dedicated I don't think yeah we've you know we've have a lot going on you know we have a big R&D team here in North America and Canada and with a lot of products coming out this time of the year we bring out our 40 OS network operating system with 6.4 over 300 new features inside there including new orchestration systems for sp1 and then also we actually launched on network processor seven and the board gate already 200 F powered by four network processor sevens it's some system out there and provide over 800 gigs of fire or capacities but in bill V explain acceleration they can do things like elephant flows huge flows of data so there's always there's always new products coming out of 14 it sure those are the two big ones for this quarter you guys certainly are great interviews to talk to great a lot of expertise there final final question you know everyone every company's got their culture Moore's laws cadence of Moore's laws Intel faster cheaper smaller what's the for Annette culture if you had to kind of boil it down what's it you guys are always pushing great products out there all high quality I'll see security you got to be buttoned up and have good ops and controls but you still need to push the envelope and have stadia what's the culture if you had to kind of boil the culture down for Porter net what would it be that's always an interesting question and so the company's been going since 2000 okay the founders are still there NZ's CEO and Michael Z's the CTO and I think that one of the philosophies is that listen to the customer very closely because you can get distracted by shiny objects all over the place I want to go and do this oh yeah let's build this what about this and in the end the customer and and what they want may get lost and so we listen very closely we use you know we have a very high content of technology people who can translate the customer use case into what we should build and so I think that's the culture we have and maintain that so we're very close to our customers we've been building very quickly for them make sure it works it needs tweaking then we'll look at it again a very very customer driven always great to hear from the founders you guys had a great event accelerate 20 that's the hashtag some great highlights on Twitter some commentary there and of course go to Ford a net site to check out the replays Sean man so thanks for taking the time to share your insights here on the cube conversation I really appreciate it thank you okay it's cube concert here in Palo Alto we're bringing you all the interviews during this time we have our quarantine crew the cube is virtual we'll do whatever it takes to get the interviews out there and get the stories out there and the people behind the tech making it happen I'm John Fourier thanks for watching [Music]

>> Announcer: From theCUBE studios in Palo Alto in Boston, connecting with thought leaders all around the world, this is theCUBE Conversation. >> Everyone welcome back to our CUBE virtual coverage of AWS Summit Online, also a virtual event. I'm John Fourier, host of theCUBE. We're here in our studios in Palo Alto with our quarantine crew, for the past two and a half months, continuing to keep theCUBE rolling, keeping the lights on, talking to everyone that's out there, also covering the top events. AWS Summit, theCUBE can't be there, the event's not happening. We're happening virtually. Got a great guest here, Herain Oberoi, Director of product marketing, database analytics blockchain, he understands data, understands infrastructure. Great to see you again, thanks for coming on. Virtual CUBE! >> Thanks for having us, and this is a cool way to do it. >> Yeah, you know, now there's no excuse when I hit you up on LinkedIn, we're going to do a video. Lot more to do. Anyway, all seriousness. It's a tough time. At-scale problems are here, we're seeing more and more things going on at the Summit here, Kendra general availability, general availability of the ultra warm for Amazon elastic search on a non-augmented AI, a lot of the GAs are coming from reinvents, so a lot of the cadence of AWS, are happening now. You're involved in the elastic search, the ultra warm. This kind of gets to the role of data, warm data, cold data, hot data. This is a big part of the machine learning. Can you give it set up for why this is getting so popular, what's the big deal here? >> Absolutely, yeah. So I'll start off by just setting some context on elastic search itself, and why it's gotten so popular more recently. So, you know, we talk about data, and having to grow exponentially over a long period of time, and it's because, you know, so many people are now building apps in the cloud using Microsoft's architectures and the amount of log data that's being generated by these applications is being used to monitor and assess the operational performance of these systems, and so a lot of customers are moving to elastic search service, because it allows customers to collect and analyze and visualize all of this unstructured and semi-structured log data, this machine-generated log data, in order to look at how the applications are doing. And so, elastic search service is sort of the fully-managed cloud version of the plastic search, that allows customers to run elastic search in a fully-managed way, which means I'm not spending time doing configuration and setup, or, you know, figuring out scalability for my clusters, I can focus more on actually analyzing the data itself. So that's kind of just a little bit of what elastic search is, and so what's been going on, is as customers have been using elastic search, the amount of data that they want to be able to analyze is increasing, and so one of the one of the challenges is that elastic search, the file format itself is really optimized for search so it makes it really quick and interactive. But it's not optimized for storage, and so it's somewhat inefficient for storage and so what customers end up doing, is they want store months of operational data, it's actually hundreds of terabytes, and so what happens is it becomes expensive, and customers either start to store that in archives, or they don't store it at all. And so, if you store in our archives now, you've got DevOps engineers and no security experts that have to spend days to restore that data from the archive like an ordnance, to sort of search and analyze that data. And so what ultra warm does, is it's a new high-performance, low-cost, warm storage, or elastic search service. And this allows customers to store up to three petabytes of data, at about a tenth of the cost of existing options. And so, it gives customers the ability to now store months of data for interactive analysis than they could before. >> That's a great description, thanks for sharing that. I think one of the things that I've been seeing is a trend kind of old guard mentality was "hey here's some storage, "you're going to pay for it "oh let's do some tearing, and pay for that," and then that's cool, but then as you get more and more data, when you said the log file's an unstructured data, you need to use that not only to store it, but you use it in the applications. the data is actually part of the user experience, right, so, I think that's where I see it now. What you're saying is that in the old model, or even the cloud model was getting costly, because they were storing the data, cause they needed low latency. So, is warm implying lower latency, faster access to data, as well? So I get the pricing thing, so it's the lower cost, we'll get to that in a second, but is it a speed issue around access to data? >> Yeah, so ultra warm, so that gives you the best of both. So it's like I said, you know, it's optimized for search, so you can get that fast interactive query and visualization of the data, but it's not optimized for storage. so with ultra warm, you now have a warm storage sphere that's sort of optimized for both, you can actually still get that interactive query and visualization capability that you would expect from elastic search, but you can do it at lower cost, in a much larger amount of data. >> What are you talking about in terms of order magnitude here? Give us a taste for the warm cost structure, versus the alternative. >> Yeah, so it's roughly about 80% lower than warm tier storage from other in a managed elastic search services and you'll get about 50% faster query execution. And so, that's enough for customers to be able to get that interactivity they want from that elastic search experience that they're looking for. >> That's pretty significant numbers there, that just comes from the Amazon architecture, Nitro. What's the secret sauce on all this? >> So ultra warm, effectively it's a distributed cache and it's a distributed cache for more frequently accessed data. So what it does is, it uses these advanced placement techniques to determine specifically which blocks of data are going to be accessed less frequently, and it moves those outside of the cache into S3, that's low cost storage, and then for the more frequently accessed blocks, it'll keep that in the cache, you can get that interactivity, so it's effectively doing really really smart caching, on really large volumes of data, directly inside an elastic search service itself. >> And the value for me as the customer, is what, I've got acts better integration, for data intelligence into the app is it a machine-learning? I mean, it's a multitude problem. >> You can now do operational analytics and log analytics on a longer period of time than you would at a much, much lower cost and so if I'm a firm that's doing analysis of my security logs, and I'm only able to do it cost-effectively, by looking at my security logs for the past week, I can now cost-effectively do that same analysis by looking at the security logs for the past month, and that might actually give me the ability to identify new trends and new patterns, that I wouldn't have seen. >> So more usable actual data, for the same price it was before, just in a scale, so more scale for data, making it usable with the application. >> Yeah, more scale, at lower cost. >> More scale. (laughing) It sounds like the Amazon formula. All right, so what's the most important thing to take away from this? Cost structure, scale, anything else that we should know about around ultra warm for elastic search? >> Yeah, I mean the biggest thing it's how your analysis changes, you can now go from storing just kind of a few days, maybe weeks, worth of operational data, to months of operational data, at really low cost. And so, without the warm now, you can now use elastic search, so this, for a broader set of use cases as well. >> Talk about the impact in Europe, I'm going to put it put you on the spot here, for a second, around this new reality right, we're in an at-scale crisis. You guys in Amazon are under a lot of pressure to deliver, I talked with the folks from the EC2 group, Matt Garmin came on as well, David Brown, you guys deliver in massive capacity with compute, I got to imagine, there's going to be a data opportunity to kind of have more data lakes, I saw the Kendra news general availability, augmented AI, so data will be killer here, feature for the future. This has to be more ubiquitous, in terms of capability. What's your vision on this, post-pandemic, and how do companies reset and reinvent, to take advantage of that, so that their outcomes are on the up slope, post-pandemic, when it's still going to be a quasi-work at home, more teams are going to be distributed, it's a virtualization model, and media, and life, I mean, we're going to be virtualized. >> Yeah, I think you know, like everything we do, when you think about roadmap, it all starts and stems from working backwards, from what our customers are looking for. And given the environment now, more than ever, moving to the cloud is helping customers you know, lower cost, be more agile, scale up, scale down, more effectively. And so, it's actually accelerating the need for customers to start to use a lot of data analytics services in the cloud, as well. And as customers continue to look at ways to analyze the applications, and how they're running, and how to scale the applications, they're going to use a lot of our data and analytics services as well. And so, continuing to find ways to give customers better performance, better service and applying at lower cost, will continue to be what we focus on, and we're certainly having those conversations with customers today. >> And what's your advice to app developers out there, and developers who are really going to be in the front lines. The workloads are going to look differently, they're going to have more video, more data, there's going to be more cloud native, more micro-services, as you pointed out. So, how should developers leverage and build great products? What's your best practice? >> I again I think for developers, just like for us, building great product starts with working backwards, from the customer. It's really listening to what are the customer paying points that you're solving, how are you going to solve it in a way that's unique and different, better than how it's been solved today, and then being able to run that in an operationally efficient way, that's going to provide a high quality of service, in terms of performance, in terms of availability, and in terms of cost. All of those things continue to hold true. And, you know, our job is to give developers the tools that they need to help them to do that. >> Well, what else is new with you? How you you doing out there, you got cabin fever yet? I mean you got all the tools with Amazon, everyone kind of seems like they're in okay mood, how are you doing? >> Yeah, no, we're doing good. you know I'm here with my family, I have two kids who are doing some version of remote schooling, so juggling time with the kids and balancing that with commitments at work. But, you know, here at Amazon, we're kind of very focused on continuing to help customers as they go through this challenging time, and so, I think, getting the teams aligned on, you know, what can we do to help, and getting our teams involved in finding new ways to give customers what they need is the ongoing focus. And, you know, we recently released a data leak that's got a lot of information around the whole Covid-19 data sets that are publicly available, and we're trying to see customers use that, in particular around the public health space, to do analysis on that data as well. >> A lot of AWS goodness, you guys are doing a lot of tech for good there, congratulations. Thanks for coming on and sharing the insights, stay safe, everyone's got cabin fever. Certainly if you've got kids, I have four, you know how hard it is. So stay safe and we'll see you soon, and we'll be remote from now. CUBE Virtual here with AWS Summit 2020, online virtual. I'm John Fourier, thanks for watching. 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from the cube studios in Palo Alto in Boston connecting with thought leaders all around the world this is a cube conversation LeBron welcome to the cube studio I'm John Ferrier here in Palo Alto in our remote coverage of the tech industry we are in our quarantine crew here getting all the stories in the technology industry from all the thought leaders and all the newsmakers we've got a great story here about data data compliance and really about the platforms around how enterprises are using data I've got two great guests and some news to announce Kieran our CEO is the vice president of business development with elation and William Murphy vice president of technology alliances of big ID got some interesting news a integration partnership between the two companies really kind of compelling especially now as people have to look at the cloud scale what's happening in our world certainly in the new realities of kovin 19 and going forward the role of data new kinds of applications and the speed and agility are gonna require more and more automation more reality around making sure things are in place so guys thanks for coming on appreciate it Kieran William thanks for joining me thank you thank you so let's take a step back elation you guys have been on the cube many times we've been following you guys been a leader and Enterprise catalog a new approach it's a real new technology approach and methodology and team approach to building out the data catalogues so talk about the Alliance here why what's the news why you guys in Creighton is integration partnership well let me start and thank you for having us today you know as you know elation launched the data catalog a category seven years ago and even today we're acknowledging the leader as a leader in that space you know and but we really began with the core belief that ultimately data management will be drive driven more and more by business demand and less by information suppliers so you know another way to think about that is you know how people behave with data will drive how companies manage data so our philosophy put very simply is to start with people and not first not data and our customers really seem to agree with this approach and we've got close to 200 brands using our data you know our tool every single day to drive vibrant data communities and and foster a real data culture in the environment so one of the things that was really exciting to us is the in been in data privacy by large corporate customers to get their arms around this and you know we really strive to improve our ability to use the tool inside you know these enterprises across more use cases so the partnership that we're announcing with big ID today is really you know Big Ideas the leading modern data intelligence platform for privacy and what we're trying to do is to bring bring a level of integration between our two technologies so that enterprises in better manage and scale their their data privacy compliance capability William talked about big ID what you guys are doing you guys also have a date intelligence platform we've been covering gdpr for a very long time I once called I won't say it again because it wasn't really that complimentary but the reality has sit in and they and the users now understand more than ever privacy super important companies have to deal with this you guys have a solution take a minute to explain big-big ID and what you guys are doing yeah absolutely so our founders Demetri Shirota and Nimrod Beck's founded big idea in 2016 Sam you know gdpr was authored and the big reason there is that data changed and how companies and enterprises doubled data was changing pretty much forever that profound change meant that the status quo could no longer exist and so privacy was gonna have to become a day-to-day reality to these enterprises but what big ID realized is that to start to do to do anything with privacy you actually have to understand where your data is what it is and whose it is and so that's really the genesis of what dimitri nimrod created which which is a privacy centric data discovery and intelligence platform that allows our enterprise customers and we have over 70 customers in the enterprise space many within the Fortune hundred to be able to find classify and correlate sensitive data as they defined it across data sources whether its own Prem or in the cloud and this gives our users and kind of unprecedented ability to look into their data to get better visibility which if both allows for collaboration and also allows for real-time decision-making a big place with better accuracy and confidence that regulations are not being broken and that customers data is being treated appropriately great I'm just reading here from the release that I want to get you guys thoughts and unpack some of the concepts on here but the headline is elation strengthens privacy capabilities with big ID part nur ship empowering organizations to mitigate risks delivering privacy aware data use and improved adherence to data privacy regulations it's a mouthful but the bottom line is is that there's a lot of stuff to that's a lot of complexity around these rules and these platforms and what's interesting you mentioned discovery the enterprise discovery side of the business has always been a complex nightmare I think what's interesting about this partnership from my standpoint is that you guys are bringing an interface into a complex platform and creating an easy abstraction to kind of make it usable I mean the end of the day you know we're seeing the trends with Amazon they have Kendre which they announced and they're gonna have a ship soon fast speed of insights has to be there so unifying data interfaces with back-end is really what seems to be the pattern is that the magic going on here can you guys explain what's going on with this and what's the outcome gonna be for customers yeah I guess I'll kick off and we'll please please chime in I think really there's three overarching challenges that I think enterprises are facing is they're grappling with these regulations as as we'll talked about you know number one it's really hard to both identify and classify private data right it's it's not as easy as it might sound and you know we can talk a little bit more about that it's also very difficult to flag at the point of analysis when somebody wants to find information the relevant policies that might apply to the given data that they're looking to it to run an analysis on and lastly the enterprise's are constantly in motion as enterprises change and by new businesses and enter new markets and launch new products these policies have to keep up with that change and these are real challenges to address and you know with Big Idea halation we're trying to really accelerate that compliance right with the the you know the combination of our tools you know reduce the the cost and complexity of compliance and fundamentally keep up through a single interface so that users can know what to do with data at the point of consumption and I think that's the way to think about it well I don't know if you want to add something to that absolutely I think when Karen and I have been working on this for actually many months at this point but most companies don't have a business plan of just saying let's store as much data as possible without getting anything out of it but in order to get something out of it the ability to find that data rapidly and then analyze it so that decision makers make up-to-date decisions is pretty vital a lot of these things when they have to be done manually take a long time they're huge business issues there and so the ability to both automate data discovery and then cataloging across elation and big ID gives those decision makers whether the data steward the data analyst the chief data officer an ability to really dive deeper than they have previously with better speed you know one of the things that we've been talking about for a long time with big data as these data links and they're fairly easy to pull I mean you can put a bunch of data into a corpus and you you act on them but as you start to get across these silos there's a need for you know getting a process down around managing just not only the data wrangling but the policies behind it and platforms are becoming more complex can you guys talk about the product market fit here because there's sass involved so there's also a customer activity what's the product market fit that you guys see with this integration what are some of the things that you're envisioning to emerge out of this value proposition I think I can start I think you're exactly right enterprises have made huge investments in you know historically data warehouses data Mart's data lakes all kinds of other technology infrastructure aimed at making the data easier to get to but they've effectively just layered on to the problem so elations catalog has made it incredibly much more effective at helping organizations to find to understand trust to reuse and use that data so that stewards and people who know about the data can inform users who may need need to run a particular report or conduct a specific analysis can accelerate that process and compress the time the insights much much more than then it's are possible with today's technologies and if you if you overlay that on to the data privacy challenge its compounded and I think you know will it would be great for you to comment on what the data discovery capability it's a big ID do to improve that that even further yeah absolutely so as to companies we're trying to bridge this gap between data governance and privacy and and John as you mentioned there's been a proliferation of a lot of tools whether their data lakes data analysis tools etc what Big Idea is able to do is we're looking across over 70 different types of data platforms whether they be legacy systems like SharePoint and sequel whether they be on pram or in the cloud whether it's data at rest or in motion and we're able to auto populate our metadata findings into relations data catalog the main purpose there being that those data stewards and have access to the most authentic real time data possible so on the terms of the customer value they're going to see what more built in privacy aware features is its speed but you know what I mean the problem is compounded with the data getting that catalog and getting insights out of it but for this partnership is it speed to outcome what does the outcome that you guys are envisioning here for the customer I think it's a combination of speed as you said you know they can much more rapidly get up to speed so an analyst who needs to make a decision about specific data set whether they can use it or not and know at the point of analysis if this data is governed by policies that has been informed by big IDs so the elation catalog user can make a much more rapid decision about how to use that the second piece is the complexity and costs of compliance they can really reduce and start to winnow down their technology footprint because with the combination of the discovery that big ID provides the the the ongoing discovery the big ID provides and the enterprise it data catalog provided violation we give the framework for being able to keep up with these changes in policies as rules and as companies change so they don't have to keep reinventing the wheel every time so we think that there's a significant speed time the market advantage as well as an ability to really consolidate technology footprint well I'll add to that yeah yeah just one moment so elation when they helped create this marketplace seven years ago one of the goals there and I think we're Big Ideas assisting as well as the trusting confidence that both the users of these software's the data store of the analysts have and the data that they're using and then the the trust and confidence are building with their end consumers is much better knowing that there is the this is both bi-directional and ongoing continuously you know I've always been impressed with relations vision it's big vision around the role of the human and data and it's always been impressive and yeah I think the world spinning in that direction you starting to see that now William I want to get your thoughts with big id because you know one of the things is challenging out there from what we're hearing is you know people want to protect the sensitive data obviously with the hacks and everything else and personal information there's all kinds of regulation and believe me state by state nation by nation it's crazy complex at the same time they've got to ensure this compliance tripwires everywhere right so you have this kind of nested complex web of stuff and some real security concerns at the same time you want to make data available for machine learning and for things like that this is the real kind of things that the problem has twisted around so if I'm an enterprise I'm like oh man this is a pain in the butt so how are you guys seeing this evolve because this solution is one step in that direction what are some of the pain points what are some of the examples can you share any insights around how people are overcoming that because they want to get the data out there they want to create applications that are gonna be modern robust and augmented with whether it's augmented AI of some sort or some sort of application at the same time protecting the information and compliance it's a huge problem challenge your thoughts absolutely so to your point regulations and compliance measures both state-by-state and internationally they're growing I mean I think when we saw GDP our four years ago in the proliferation of other things whether it be in Latin America in Asia Pacific or across the United States potentially even at the federal level in the future it's not making it easier to add complexity to that every industry and many companies individually have their own policies in the way that they describe data whether what's sensitive to them is it patent numbers is it loyalty card numbers is it any number of different things where they could just that that enterprise says that this type of data is particularly sensitive the way we're trying to do this is we're saying that if we can be a force multiplier for the individuals within our organization that are in charge of the stewardship over their data whether it be on the privacy side on the security side or on the data and analytics side that's what we want to do and automation is a huge piece of this so yes the ID has a number of patents in the machine learning area around data discovery and classification cluster analysis being able to find duplicate of data out there and when we put that in conjunction with what elations doing and actually gave the users of the data the kind of unprecedented ability to curate deduplicate secure sensitive data all by a policy driven automated platform that's actually I think the magic gear is we want to make sure that when humans get involved their actions can be made how do I say this minimum minimum human interaction and when it's done it's done for a reason of remediation so they're there the second step not the first step here I'll get your thoughts you know I always riff on the idea of DevOps and it's a cloud term and when you apply that the data you talk about programmability scale automation but the humans are making calls whether you're a programmer and devops world or to a data customer of the catalog and halation i'm making decisions with my business I'm a human I'm taking action at the point of design or whatever this is where I think the magic can happen your thoughts on how this evolves for that use case because what you're doing is you're augmenting the value for the user by taking advantage of these things is is that right or am i around the right area yeah I think so I think the one way to think about elation and that analogy is that the the biggest struggle that enterprise business users have and we target the the consumers of data we're not a provider to the information suppliers if you will but the people who had need to make decisions every single day on the right set of data we're here to empower them to be able to do that with the data that they know has been given the thumbs up by people who know about the data connecting stewards who know about the subject matter at hand with the data that the analyst wants to use at the time of consumption and that powerful connection has been so effective in our customers that enabling them to do in our analytical work that they just couldn't dream of before so the key piece here is with the combination with big ID we can now layer in a privacy aware consumption angle which means if you have a question about running some customer propensity model and you don't know if you can use this data or that data the big ID data discovery platform informs the elation catalog of the usage capabilities of that given data set at the moment the analyst wants conduct his or her analysis with the appropriate data set as identified by the stewards and and as endorsed by the steward so that point in time is really critical because that's where the we can we can fundamentally shrink the decision sight yeah it's interesting and so have the point of attack on the user in this case the person in the business who's doing some real work that's where the action is yeah it's a whole nother meaning of actionable data right so you know this seems to where the values quits its agility really it's kind of what we're talking about here isn't it it is very agile on the differentiation between elation and big idea in what we're bringing to the market now is we're also bringing flexibility and you meant that the point of agility there is because we allow our customers to say what their policies are what their sense of gait is define that themselves within our platforms and then go out find that data classify and catalog at etc like that's giving them that extra flexibility the enterprise's today need so that it can make business decisions and faster and I actually operationalize data guys great job good good news it's I think this is kind of a interesting canary in the coal mine around the trends that are going on around how data is evolving what's next how you guys gonna go to market partnership obviously makes a lot of sense technical integration business model integration good fit what's next for you guys I'm sorry I mean I think the the great thing is that you know from the CEO down our organizations are very much aligned in terms of how we want to integrate our two solutions and how we want to go to market so myself and will have been really focused on making sure that the skill sets of the various constituents within both of our companies have the level of education and knowledge to bring these results to bear coupled with the integration of our two technologies well your thoughts yeah absolutely I mean between our CEOs who have a good cadence to care to myself who probably spend too much time on the phone at this point we might have to get him a guest bedroom or something alignments a huge key here ensuring that we've enabled our field to - and to evangelize this out to the marketplace itself and then doing whether it's this or our webinars or or however we're getting the news out it's important that the markets know that these capabilities are out there because the biggest obstacle honestly to adoption it's not that other solutions or build-it-yourself it's just lack of knowledge that it could be easier it could be done better that you could have you could know your data better you could catalog it better great final question to end the segment message to the potential customer out there what it what about their environment that might make them a great prospect for this solution is it is it a known problem is it a blind spot when would someone know to call you guys up in this to ship and leverage this partnership is it too much data as it's just too much many applications across geographies I'm just trying to understand the folks watching when it's an opportunity to call you guys welcome a relation perspective there that can never be too much data they the a signal that may may indicate an interest or a potential fit for us would be you know the need to be compliant with one or more data privacy regulations and as well said these are coming up left and right individual states in the in addition to the countries are rolling out data privacy regulations that require a whole set of capabilities to be in place and a very rigorous framework of compliance those those requirements and the ability to make decisions every single day all day long about what data to use and when and under what conditions are a perfect set of conditions for the use of a data catalog evacuation coupled with a data discovery and data privacy solution like big I well absolutely if you're an organization out there and you have a lot of customers you have a lot of employees you have a lot of different data sources and disparate locations whether they're on prime of the cloud these are solid indications that you should look at purchasing best-of-breed solutions like elation and Big Ideas opposed to trying to build something internally guys congratulations relations strengthening your privacy capabilities with the big ID partnership congratulations on the news and we'll we'll be tracking it thanks for coming I appreciate it thank you okay so cube coverage here in Palo Alto on remote interviews as we get through this kovat crisis we have our quarantine crew here in Palo Alto I'm John Fourier thanks for watching [Music] okay guys

from the cube studios in Palo Alto in Boston connecting with thought leaders all around the world this is a cube conversation run welcome to this cube conversation I'm John Fourier with the cube host the cube here in our Palo Alto office for remote interviews during this time of covin 19 we're here with the quarantine crew here in our studio we got a great guest here from Google we'll Grannis managing director head of the office of the CTO with Google cloud thanks for coming on we'll appreciate you you spend some time with me Oh John's great to be with you and as you said in these times more important than ever to stay connected yeah and I'm really glad you came on because a couple things one congratulations to Google cloud for the success you guys had so a lot of big wins under your belt both on the momentum side on the business side but also on the technical side meat is available now for folks anthos is doing very very well partner ecosystem is developing got some nice used cases in vertical marker so I want to get in and unpack with you but really the bigger story here is that the world has seen the future before was ready for it and that is the at scale challenge that the Cova 19 has shown everyone we're seeing you know the future has been pulled forward we're living in a virtualized environment it's funny to say that virtualization has a server virtualization is a tech term but that enabled a lot of things we're living in a virtualized world now because we have to but this is gonna set in motion a series of new realities that you guys have been experiencing and supporting for many many years but now as a provider of Google cloud you guys have to operate at scale you have and now the whole world realizes that scale is a big deal and so you guys have had some successes I want to get your thoughts on the this at scale problem that the world now realizes I mean everyone's at home that's a disruption that was unfortunate whether it's under provisioning VPNs NIT to a surface area for security to just work and play and activities are now confined so people aren't convening anymore and it's a huge issue what's your take on all this well I mean to your point just now the fact that we can have this conversation we can have it blue idli from our respective remote locations just goes to show you the power of information technology that underlies so many of the things that we say and for Google Cloud this is not a new thing and for Google this is not a new thing for Google cloud we add a mission of trying to help companies accelerate their transformation and enable them in these new digital environments and so many companies that we've been working with they've already been on the path to operating an environments that are digital that are fluid and you think about the cloud that's one of the great benefits loud is that scalability income with the business demand and it also helps the scale situation without having to you know do the typical what you need to find the procurement people we need to find server vendors we need to get the storage lined up it really allows a much more fluid response to unexpected and unfortunate situations whether that's customer demand or you know in this case the global endemic yeah one of the things I want to get in with you I want to get you have explained your job is there because I see Google's got a new CEO now for over a year Tom's Korean came from Oracle knows the enterprise up and down you had Diane Greene before that again another enterprise leader Google Cloud has essentially rebuilt itself from the original Google cloud to be very enterprise centric you guys have great momentum and and this is a world where cloud native is going to be required I mean everyone now sees it the the tide has been pulled out there everything's exposed all the gaps in business from a tech standpoint it's kind of exposed and so the smart managers and companies are looking at things and saying double down on that let's kill that we don't want to pay that supplier they're not core to our business this is going to be a very rapid acceleration of what I call a vetting of the new the new set of players that are going to emerge because the folks who don't adapt to this new cloud native reality whether it's app workloads for banking to whatever they're gonna have to have to reinvent themselves now and reset and tweek to come out of this crisis so it's gonna be very cloud native this is a big deal can you share your your reaction to that absolutely and so as you pointed out there are kind of two worlds that exist right now companies that are moving to become more digital and transform and you mentioned the momentum I mean in Google cloud just over the last year greater than 50 percent revenue growth and you know and I greater than 10 billion dollar run rate business and adding customers that are really quick flip you know including you know just yesterday slung and you know along the way Telecom Italia Major League Baseball Vodafone Lowe's Wayfarer Activision Blizzard's so this is not you this transformation and this digitization is not just for you know a few or just for any one industry it's happening across the board and then you add that to the implementations that have been happening across you know Shopify and the Spotify and HSBC which was a early customer of ours in the cloud and it you know already has a little bit of a head start of this transformation so you see these new companies coming in and seeing the value of digital transformation and then these other companies that have kind of lit the path for others to consider and you know Shopify is a really good example of how seeing you know drastic uptick in demand they're able to responding you know roughly half a million shops up and running you know during a period of time where many retailers are trying to figure out how to stay online or you can get online well what is your role at Google I see you're the managing director title is managing director ahead of the office of the CTO we've seen these roles before you know head of this CTO you're off see technical role is it partnering with the CEO on strategy is it you kick tire kicking new things are you overseeing any strategic initiatives what is what is your role so a little bit of all those things combined into one so I I spent the first couple decades of my career on the other side of the in the non-tech you know community no in the enterprise where we were still building technology and we were still you know digitally minded but not the way that people view technology in Silicon Valley and so you know spending a couple decades in that environment really gave me insights into how to take technology and apply them to a specific problem and when I came to Google five years ago yeah selfishly it was because I knew the potential of Google's technology having been on the other side and I was really interested in forming a better bridge between Google's technology and people like me who were CTOs of public companies and really wanted the leverage that technology for problems that I was solving whether it was aerospace public sector manufacturing what-have-you and so it's been great it's the it's the role of a lifetime I've been able to build the team that I wanted as an enterprise technologist for decades and the entire span of technologies at our disposal and we do two things one is we help our most strategic customers accelerate their path loud and 2 we create these signals by working with the top companies moving to the cloud and digitally transforming we learned so much John about what we need to build as an organization so it also helps balance out the Google driven innovation with our customer driven innovation yeah and I could I can attest that we didn't watching you guys from the from day one hired a lot of great enterprise people that I personally know so you getting the enterprise chops and staff and getting you seeing some progress I have to ask you though because I first of all a big fan of Google at the scale from knowing them from when they were just a little search engine to what they are now the there was an expression a few years ago I heard from enterprise customers it was goes along the lines like this I want to be like Google because you guys had a great network you had large-scale you've had all these things that were like awesome and then they realized what we can't be like Google we don't have that sorry we don't have large-scale data centers so there was a little bit of a translation and I want to say a little bit of a overplay of the Google hand and you guys had since realized that you didn't it wasn't just people gonna bang your doorstep and be adopting Google cloud because there was a little bit of a cultural disconnect from wanting to be like Google then leveraging Google in their business as they transform so as you guys have moved from that what's changed they still want to be like Google in the sense you have great security got a great network you got that scale and it prizes a little bit slower to adopt that which you're focused on now what is that the story there because I think that's kind of the theme that I'm hearing okay Google now understands me they know I'm not as fast as Google they got super great people we are training our people we're treating you know retrain them this is the transformation that they're going through so you might be a little bit ahead of them certainly but now they need to level up how do you respond to that well a lot of this is the transformation that Thomas has been enacting you know over the last year plus and it comes in kind of three very operation or technical pillars that I think the first we expanded our customer and we continue to expand our customer facing themes you know three times what they were before because we need to be there we need to be in those situations we need to hear from the customer mean to learn more about the problems they're trying to solve so we don't just take a theoretical principle and try to overlay it onto a problem we actually get very visceral understanding of what trying to solve but you have to be there the game that empathy and that understanding and so one is showing up and that you know has been mobilizing a much larger engine the customer facing out personnel from Google second it's also been really important that we evolve our own you know just as Google brought sre principles and principles of distributed systems and software design out for the world we also had a little bit to learn about transitioning from typical customer support and moving to more customer experience so you've seen you know that evolution under on this as well with cloud changing you know moving from talking about support to talking about customer experience that white glove experience that our customers get our partners get from the beginning of their journey with us all the way through and then finally making sure that our product roadmap has the solutions that are relevant across be priority industries for us and you know that's again that only comes from being present from having a focus in those industry and then developing the solutions that progress those companies so again not this isn't about taking you know a principle and trying to apply it blindly this is about adding that connection that really deep connections to our customers and our partners and letting that connection manifest the things that we have to do as a product company the best support them over a long period some of these deals we've been announcing these are 10-year five-year multi-year strategic partnerships they go across the campus of you know all of you and you know those are the really exciting scaled partnerships but you know to your point you can't just take SR re from Google and apply it to company X but you can take things like error budgets or how we think about the principles of sree and you can apply them over the course of developing technology collaborating innovating together yeah and I think cloud native is gonna be a key thing and yeah I think what it's just my opinion but I think one of those situations where the better mousetrap will win if your cloud native and you have api's and you have the kind of services that people will will know beaded to your doorstep so I have to ask you with Thomas Korean on board obviously we've been following his career as well at Oracle he knows what he's doing comes in to Google it's being built out it's like a rocket ship at this point what bet is he making and what bet are you guys making on behalf of your customers what's the if you have to boil it down to Google clouds big bet what is the bet on the technology side and what's the bet on the business side sure well I've already mentioned you know I've already Internet's you know the big strategy that Thomas is brought in and you know that is the that's again those three pillars making sure that we show up and that we're present by having a scaled customer facing organization and making sure that we transitioned from you know a typical support mindset into more of customer experience mindset and then making sure that those solutions are tailored and available for our priority industries if I was to add you know more color to that I think one of the most important changes that Thomas has personally been driving as he's been converting us to a partner LED is and a partner led organization and this means a lot of investments in large mobile systems integrators like Accenture and Deloitte but this also means that like the Splunk announcement from yesterday that isn't just the cell >> this is a partnership it goes deep across go-to-market product and self do and then we also bring in very specific partners like Temenos in Europe for financial services or a SATA or a rack space for migrations and as a result the already we're seeing really incredible lifts so for example nearly 200 percent year-over-year increase in partner influenced revenue Google cloud and almost like a 13 X year-over-year increase in new customers one-bite partners that's the kind of engine that builds a real hyper scale does it's just saying you mentioned Splunk I want to get that in a second but I also notice there was a deal with Dallas group on ECM subscriptions which kind of leads me into the edge piece there's a real edge component here with Google cloud and I think I'd Akashi edge with Jennifer Lynn a few years ago really digging into the built-in security and the value of the Google Network I mean a lot of the scuttlebutt around the valley and the industry is you know Google's got an amazing network store a software-defined networking is gonna be a hot program programmable area so you got programmable networking and you got edge and edge security these are killer areas that need innovation could you comment on what you guys are doing there and do you agree I'm out see with you have a killer Network and you're leveraging it what's the can you just give some insight into what's going on those those two areas network and then the edge yeah I think what you're seeing is the manifestation of an of the progression of cloud generally what do I mean by that you know started out as like get everything to the data center you know we kind of had this thought that maybe we could take all the workloads and we could get them to these centralized hubs and they could redistribute out the results and you know drive the latency down over time so we span the portfolio of applications and services that would be relevant over time and what we've seen over the last decade really in cloud is an evolution >> more of a layered architecture and that layered architecture includes you know poor data centers that includes CDN capacity points of presence that includes edge and just in that list of customers over the last year I there were at least three or four telcos in there and you've also probably heard and seen quite a bit of telco momentum coming from asks in recent announcements I think that's an indication that a lot of us are thinking about how can we pick big technology like anthos for example and how could we orchestrate workloads create a common control play and you know manage services across those three shells if you will of the architecture and that's a that's a very strategic and important area for us and I think generally for the cloud industry easy it was expanding beyond the data center as the place where everything happens and you can look at you know Google Phi you look at stadia you can look at examples within Google they go well beyond cloud as to how we think about new ways to leverage that kind of creature all right so we saw some earnings come out on Amazon side as Google both groups and Microsoft well all three clouds are crushing it on the cloud side that's a tailwind I get that but as it continues we're expecting post kovat some you know redistribution of development dollars and projects whether it's IT going cloud native or whatever new workloads we are predicting a Cambrian explosion of new things from core to edge and this is gonna create some lift so I want to get your thoughts on you guys strategy with go-to market as well as your customers as they now have the ability to build workloads and apps with ai and data there seems to be a trend towards the vertical ization of whether its sales and go to market and/or specialism because you have horizontal scalability with cloud and you now have data that has distinct value in these verticals so it really seems to be a I won't say ratification but in a way that seems to be the norm whether you come into a market you have specialization but the date is there so apps can be more agile do you are you guys seeing that and is that something that you guys are considering from from an organization standpoint and how do customers think about targeting vertical industries and their customers yeah I I bring this to and where you started going there at the end of the question is exactly the way that we think about it as well which is we've moved from you know here are storage offers for everybody and here's you know basic infrastructure everybody and now we've said how can we make sure that we have solutions that are tailored with very specific problems that customers are trying to solve and we're getting to the point now where your performance and variety of technologies are available to be able to compose very specific solutions and if you think about the substrate that has to be there you know we mentioned you have to have some really great partners and you have to have you know roadmap that is focused on priority solution area so for example at Google cloud you know we're very focused on six priority vertical areas so retail financial services health care manufacturing and industrials health care life sciences public sector and you know as a result of being very focused in those areas we can make more target investments and also align our entire go-to-market system and our entire partner ecosystem ecosystem around those beers specific priority areas so for example we worked with SATA and HDA Healthcare Rob very recently to develop and maintain a national response portal Berko vat19 and that's to help better inform communities and hospitals we can use looker to help with like a Commonwealth Care Alliance on nonprofit and that helps monitor patient system symptoms and risk factors so you know we're using you know a very specific focus in healthcare and a partner ecosystem - you know ferry tailored solutions you know you can also look at I mentioned Shopify earlier that's another great example of how in retail they can use something like Google meat inherent reliability scalability security to connect their employees during these interesting times but then they can also use GCP at Google cloud platform to scale out and as they come up with new apps and experiences for their shoppers for their shops they can rapidly deploy to your point and those you know those solutions and you know how the database performs and how those tiers perform you that's a very tight-knit feedback loop with our engineering teams yeah one of the things I'm seeing obviously with the virtualization of the kovat is that you know when the world gets back to normal it'll be hybrid and it'll be a hybrid between reality not physical and 100% virtual hybrid and that's going to impact events to media to everything every vertical will be impacted and I want to point out the Splunk team bring that back in because I want you to comment on the relevance of the Splunk to you and in context to Splunk has a cloud they got a great slogan data for every everywhere everywhere dated to everywhere I think it is but the cube we have a cloud every company will have a cloud scale at some level will progress to having some sort of cloud because they have data how are you guys powering those clouds because I think the Splunk deal is interesting their partner their stock price was up out on the news of the deal a nice bump their first Blunk shout out to those guys but they're a data company now they're cross-platform but they're not Google but they have a cloud so you know saying so they need to play in all the clouds but they need infrastructure they need support so how do you guys talk to that customer and that says hey the next pandemic that comes the next crisis that's going to cause some either social disruption or workflow disruption or work supply chain disruption I need to be agile I need have full cloud scale and so I need to talk to Google what do you say to them what's the pitch and as does a Splunk deal Samir some of those capabilities or tie that together for us the spunk deal and how it relates to sure for example proof themselves for the future sorry for example with the cloud deal you take a look at what Google is already really good at data processing at scale log analytics you take a look at what Splunk is doing you know with their events and security incident monitoring and the rest it a really great mashup because they see by platforming on Google cloud not only they get highly performant infrastructure but they also get the opportunity to leverage data tools data analytics tools machine learning and AI that can help them provide enhance services so not just about acity going up and down your periods of band but also enhancing services and continuing to offer more value to their customers and we see that you know it's a really big trend and you know this gets it something you know John a little bit bigger which is the two views of the world and we talked about very tailored focused solutions Splunk is an example of making a very methodical approach to a partnership developing a solution specifically you know with partners and you know in this case Splunk on the security event management side but we're always going to provide our data processing platform our infrastructure for companies across many different industries and I think that addresses one part of the topic which is you know how do we make sure that in periods of demand rapidly changing this deals back to the foundational elements of like AI infrastructure as a service and elasticity and we're gonna provide a platform infrastructure that can help companies move through periods of you know it's hard to forecast and/or demand may rise and fall you know in very interesting ways but then there's going to be funds where you know we we because they're not a necessarily a focused use case where it may just be generalized platform versus a focused solution so for example like in the oil and gas industry we don't develop custom AI ml solutions the facility upstream extraction for example but what we do do is work with renewable energy companies to figure out how they might be able to leverage some of our AI machine learning algorithms from our own data centers to make their operations more efficient and to help those renewable energy companies learn from what we've learned building out the but I consider to be a world leading renewable energy strategy and so classic and able mint model where you're enabling your platform for your customers okay so I got to ask the question I asked this to the Microsoft guys as well because Amazon you know has their own sass stuff but but really more of an tend the better products usually on the ecosystem side you guys have some killer sass cheap tree-sweet where customer if we use the g sqweep really deeply we also use some BigTable as well I want to build a cloud we have a cloud cube cloud but you guys have meat so I want to build my product on Google cloud how do I know you're not going to compete with me do you guys have those conversations around the trade-off between you know the pure Google services which provide great value for the areas where the ecosystem needs to develop those new areas that are gonna be great markets potentially huge markets that are out there well this is the power of partnership I mentioned earlier that one of the really big moves that Thomas is made has been developing a sense of partners and it kind of blurs the line between traditional what you would call a customer what you would call a partner and so having a really strong sense of which industries were in which we prioritize Plus having a really strong sense of where we want to add value and where you know our customers and partners want to add that value that's that's the foundational that's the beginning of that conversation that you just mentioned it's important that we have an ability to engage not just in a you know here's the cloud infrastructure piece of the puzzle but one of the things Thomas has also done in the East rata jia is has been to make sure that you know the Google cloud relationship is also a way to access all amazing innovation happening across all of Google and also help bring a strategic conversation in that includes multiple properties from across Google so that an HSBC and Google and have a conversation about how to move forward together that is comprehensive rather than you know having to wonder and have that uncertainty sit behind the projects that we're trying to get out and have high velocity on because they offer so much to retail bank for example well I got a couple more questions and then I'll let you go I know you got some other things going I really appreciate you digging the time sharing this great insight and updates as a builder you've been on the other side of the table now you're at Google heading up the CTO I was working with Thomas understanding them go to market across the board and the product mix as you talk to customers and they're thinking the good customers are thinking hey you know I want to come out of this Cove in on an upward trajectory and I want to use this opportunity to reset and realign for the future what advice do you have for those enterprises there could be small medium sized enterprises to the full large big guys and obviously cloud native we talked some of that already but what advice would you have for them as they start to really prioritize as some things are now exposed the collaboration the tooling the scale all these things are out there what have you seen and what advice would you give a CX o or C so or leader in the industry to think about and how they should come out of this thing how they should plan execute and move forward well I appreciate the question because this is the crux of most of my day job which is interacting with the c-suite and boards of you know companies and partners around the world and they're obviously very interested to learn or you know get a data point from someone at Google and the the advice generally goes in a couple of different directions out one collaboration is part of the secret sauce that makes Google what it is and I think you're seeing this right now across every industry and it you know whether you're a small medium-sized business or you're a large company if the ability to connect people with each other to collaborate in very meaningful ways to share information rapidly to do it securely with high reliability that that's the foundation that enables all of the projects that you might choose to you know applications to build services to enable actually succeed in production and over the long haul is that culture of innovation and collaboration so absolutely number one is you're having a really strong sense of what they want to achieve from a cultural perspective a collaboration perspective and the and the people because that's the thing that fuels everything else second piece of the you know advice especially in these times where there's so much uncertainty is where can you buy down uncertainty with vets that aren't you know that art you can you can learn without a high penalty and this is a this is why cloud I think is really really you know finding you know super scale it was our it was already on the rise but what you're seeing now and you know as you've linked back to me during this conversation we're seeing the same thing which is a high increase in demand of let's get this implemented now how can we do this more this is you know clearly one way to move through uncertainty and so look for those opportunities I'll give you a really good example mainframes one of the classic workloads of the you know on-premise enterprise and you know there's all sorts of there are all sorts of potential magic solves for getting mainframes to the cloud and getting out of mainframes but a practical consideration might be maybe you just front-end it with some Java or maybe you just get closer to other data centers within a certain amount of milliseconds that's required to have performant workload maybe you start chunking at a part and treat the workload a little bit differently rather than you know just one thing but there are a lot of years and investments in a workload that might run on a mainframe and that's a perfect example of out you know biting off too much it might be a little bit dangerous but there is a path to and so for example like we brought in a company called cornerstone to help with those migrations but we also have you know partnerships with you know data center providers and others globally from us our own built infrastructure to allow even you know a smaller stuff per site or more like post proximity location in the workload it's great you know everything had as a technical metaphor connection these days when you have a Internet digitally connected world we're living in you know the notion of a digital business was a research buzzword that's been kicked around for years but I think now kovat 19 you're seeing the virtual or digital it's really digital but you know virtual reality augmented reality is going to come fast to really get people to go WOW virtual virtualization of my business so you know we've been kind of kicking around this term business virtualization just almost as a joke but it's really more about okay this is about a new world a new opportunity to think about when we come out of this we're gonna still go back to our physical world now the hybrid now kicks in this kind of connects all aspects of business in every verticals not leahey I'm targeting like the this industry so there might be unique solutions in those industries but now the world is virtualized it's connected it's a digital environment these are huge concepts that I think has kind of been a fringe lunatic fringe idea but now it's brought mainstream this is gonna be a huge tailwind for you guys as well as developers and entrepreneurs and app application software this is gonna be we think a big thing what's your reaction to that which your based on your experience what do you see happening do you agree with it and you have any thing you might want to add maybe you know one kind of philosophical statement and then one more you know I bruised my shins a lot in this world and maybe share some of the black and blue coloration first from a philosophical standpoint the greater the crisis the more open-minded people become and the more creative people get and so I'm really excited about the creativity that I'm seeing you know with all of the customers that I work with directly plus our partners you know Googlers everybody's rallying together to think about this world differently and so to your point you know a shift in mindset you know there are there are very few moments where you get this pronounced a change and everyone is going through it all at the same time so that creates a you know an opportunity a scenario where the old thinking new strategies creativity you know bringing people in in new ways collaborating a new way and offer a lot of benefits more you know practically speaking and from my experience you know building technology for a couple decades you this is a it has an interesting parallel to you know building like tightly coupled really large maybe monoliths versus micro services and debate around you know do we build small things that can be reconfigured and you know built out by others or built on by others more easily or do we credit Golden Path and a more understood you know development environment and I'm not here to answer the question of which one's better is that's what's still a raging debate and I can tell you that the process of going through and taking a service or an application or a thing that we want to deliver the customer that one of our customers wants to deliver to their cost and thinking about it so comprehensively that you're able to think about it in its what its power its core functions and then thinking methodically about how to enable those core functions that is a you know that's a real opportunity and I think technology to your point is getting to the place where you know if you want to run across multiple clouds yeah this is the anthos conversation where you know recently g8 you know a global scale platform you know multi cloud platform that's a pretty big moment in technology and that opens up the aperture to think differently about architectures and that process of taking you know an application service and making it real well I think you're right on the money I think philosophically it's a flashpoints opportunity I think that's going to prove to be accelerating gonna see people win faster and lose faster you can see that quickly happen but to your point about the monolith versus you know service or decoupled based systems I think we allow a live in a world where it's a systems of you now you can have a monolith combined with decoupled systems that's distributed computing I think this is that the trend it's a system it's not one thing or the other so I think the debate will continue just like you know VI versus Emacs we know you don't know right so you know if people gonna have this debate but it's just if you think about as a system the use case defines the architecture that's the beautiful thing about the cloud so great insight I really appreciate it and how's everything going over there Google Cloud you got meat that's available how's your staff what's it like inside the Googleplex and the Google cloud team tell us what's going on over there people still working working remote how's everyone doing well as you can as you can tell from my scenario here my my backdrop yes still hard at work and we take this as a huge responsibility you know these moments is a huge responsibility because there are you know educators loved ones medical professionals you know critical life services that run on services that Google provides and so I can tell you were humbled by the opportunity to provide you know the backbone and the platform and the people and the curiosity and the sincere desire to help and I mentioned a couple of ways already just in this conversation where we've been able to leverage some of our investment in technology to help or people that really gets at the root of who we are so while we just like any other humans are going through a process of understanding our new reality what really fires us up and what really a chart is because is that this is a moment where what we do really well is very very important for the world in every geo in every vertical in every use case and every solution type so we're just take we're taking that responsibility very seriously and at the same time we're trying to make sure that you know all of our teams as well as all the teams that we work with our customers and partners are making it a human moment not just the technology moment well congratulations and thanks for spending the time great insight will appreciate will Grannis Managing Director head of Technology office of the CTO at Google cloud this certainly brings to the mainstream what we've been in the industry been into for a long time which is DevOps large-scale role of data and technology now we think it's going to be even more acute around societal benefits and thank God we have all those services for the frontline workers so thank you so much for all that way effort and thanks for spending the time here in the cube conversation appreciate it thanks for having John okay I'm John Farah here in Palo Alto Studios for remote cube conversation with Google cloud get in the update really looking at the future as it unfolds we are going to see this moment in time as an opportunity to move to the next level cloud native and change not only the tech industry but society I'm John Fourier thanks for watching

ladies and gentlemen this is your captain speaking we will soon be taking off on our way to altitude please keep your seatbelts fastened and remain in your seats we will be experiencing turbulence until we are above the clouds ladies and gentlemen we are now cruising at altitude sit back and enjoy the ride [Music] altitude is a community of thought leaders and pioneers cloud architects and enlightened network engineers who have individually and are now collectively leading their own IT teams and the industry on a path to lift cloud networking above the clouds empowering Enterprise IT to architect design and control their own cloud network regardless of the turbulent clouds beneath them it's time to gain altitude ladies and gentlemen Steve Mulaney president and CEO of aviatrix the leader of multi cloud networking [Music] [Applause] all right good morning everybody here in Santa Clara as well as to the what millions of people watching the livestream worldwide welcome to altitude 2020 all right so we've got a fantastic event today really excited about the speakers that we have today and the experts that we have and really excited to get started so one of the things I wanted to just share was this is not a one-time event it's not a one-time thing that we're gonna do sorry for the aviation analogy but you know sherry way aviatrix means female pilot so everything we do as an aviation theme this is a take-off for a movement this isn't an event this is a take-off of a movement a multi-cloud networking movement and community that we're inviting all of you to become part of and-and-and why we're doing that is we want to enable enterprises to rise above the clouds so to speak and build their network architecture regardless of which public cloud they're using whether it's one or more of these public clouds so the good news for today there's lots of good news but this is one good news is we don't have any powerpoint presentations no marketing speak we know that marketing people have their own language we're not using any of that in those sales pitches right so instead what are we doing we're going to have expert panels we've got Simone Rashard Gartner here we've got 10 different network architects cloud architects real practitioners they're going to share their best practices and there are real-world experiences on their journey to the multi cloud so before we start and everybody know what today is in the u.s. it's Super Tuesday I'm not gonna get political but Super Tuesday there was a bigger Super Tuesday that happened 18 months ago and maybe eight six employees know what I'm talking about 18 months ago on a Tuesday every enterprise said I'm gonna go to the cloud and so what that was was the Cambrian explosion for cloud for the price so Frank kibrit you know what a Cambrian explosion is he had to look it up on Google 500 million years ago what happened there was an explosion of life where it went from very simple single-cell organisms to very complex multi-celled organisms guess what happened 18 months ago on a Tuesday I don't really know why but every enterprise like I said all woke up that day and said now I'm really gonna go to cloud and that Cambrian explosion of cloud went meant that I'm moving from very simple single cloud single use case simple environment to a very complex multi cloud complex use case environment and what we're here today is we're gonna go and dress that and how do you handle those those those complexities and when you look at what's happening with customers right now this is a business transformation right people like to talk about transitions this is a transformation and it's actually not just the technology transformation it's a business transformation it started from the CEO and the boards of enterprise customers where they said I have an existential threat to the survival of my company if you look at every industry who they're worried about is not the other 30 year old enterprise what they're worried about is the three year old enterprise that's leveraging cloud that's leveraging AI and that's where they fear that they're going to actually get wiped out right and so because of this existential threat this is CEO lead this is board led this is not technology led it is mandated in the organization's we are going to digitally transform our enterprise because of this existential threat and the movement to cloud is going to enable us to go do that and so IT is now put back in charge if you think back just a few years ago in cloud it was led by DevOps it was led by the applications and it was like I said before their Cambrian explosion is very simple now with this Cambrian explosion and enterprises getting very serious and mission critical they care about visibility they care about control they care about compliance conformance everything governance IT is in charge and and and that's why we're here today to discuss that so what we're going to do today is much of things but we're gonna validate this journey with customers do they see the same thing we're gonna validate the requirements for multi-cloud because honestly I've never met an enterprise that is not going to be multi-cloud many are one cloud today but they all say I need to architect my network for multiple clouds because that's just what the network is there to support the applications and the applications will run and whatever cloud it runs best in and you have to be prepared for that the second thing is is is architecture again with the IT in charge you architecture matters whether it's your career whether it's how you build your house it doesn't matter horrible architecture your life is horrible forever good architecture your life is pretty good so we're gonna talk about architecture and how the most fundamental and critical part of that architecture and that basic infrastructure is the network if you don't get that right nothing works right way more important and compute way more important than storm dense storage network is the foundational element of your infrastructure then we're going to talk about day 2 operations what does that mean well day 1 is one day of your life that's who you wire things up they do and beyond I tell everyone in networking and IT it's every day of your life and if you don't get that right your life is bad forever and so things like operations visibility security things like that how do I get my operations team to be able to handle this in an automated way because it's not just about configuring it in the cloud it's actually about how do I operationalize it and that's a huge benefit that we bring as aviatrix and then the last thing we're going to talk and it's the last panel we have I always say you can't forget about the humans right so all this technology all these things that we're doing it's always enabled by the humans at the end of the day if the humans fight it it won't get deployed and we have a massive skills gap in cloud and we also have a massive skill shortage you have everyone in the world trying to hire cloud network architects right there's just not enough of them going around so at aviatrix as leaders knew we're gonna help address that issue and try to create more people we created a program and we call the ACE program again an aviation theme it stands for aviatrix certified engineer very similar to what Cisco did with CC IES where Cisco taught you about IP networking a little bit of Cisco we're doing the same thing we're gonna teach network architects about multi-cloud networking and architecture and yeah you'll get a little bit of aviatrix training in there but this is the missing element for people's careers and also within their organization so we're gonna we're gonna go talk about that so great great event great show when try to keep it moving I'd next want to introduce my my host he's the best in the business you guys have probably seen him multiple million times he's the co CEO and co-founder of Tube John Fourier okay awesome great great speech they're awesome I totally agree with everything you said about the explosion happening and I'm excited here at the heart of Silicon Valley to have this event it's a special digital event with the cube and aviatrix where we live streaming to millions of people as you said maybe not a million maybe not really take this program to the world this is a little special for me because multi-cloud is the hottest wave and cloud and cloud native networking is fast becoming the key engine of the innovation so we got an hour and a half of action-packed programming we have a customer panel two customer panels before that Gartner is going to come on talk about the industry we have a global system integrators we talk about how they're advising and building these networks and cloud native networking and then finally the Aces the aviatrix certified engineer is gonna talk more about their certifications and the expertise needed so let's jump right in and let's ask someone rashard to come on stage from Gartner we'll check it all up [Applause] [Music] okay so kicking things off certain started gartner the industry experts on cloud really kind of more to your background talk about your background before you got the gardener yeah before because gardener was a chief network architect of a fortune five companies with thousands of sites over the world and I've been doing everything and IT from a C programmer in the 90 to a security architect to a network engineer to finally becoming a network analyst so you rode the wave now you're covering at the marketplace with hybrid cloud and now moving quickly to multi cloud is really I was talking about cloud natives been discussed but the networking piece is super important how do you see that evolving well the way we see Enterprise adapt in cloud first thing you do about networking the initial phases they either go in a very ad hoc way is usually led by non non IT like a shadow whitey or application people or some kind of DevOps team and it's it just goes as it's completely unplanned decreed VP sees left and right with a different account and they create mesh to manage them and their direct connect or Express route to any of them so that's what that's a first approach and on the other side again it within our first approach you see what I call the lift and shift way we see like Enterprise IT trying to basically replicate what they have in a data center in the cloud so they spend a lot of time planning doing Direct Connect putting Cisco routers and f5 and Citrix and any checkpoint Palo Alto divides the data that are sent removing that to that cloud and I ask you the aha moments gonna come up a lot of our panels is where people realize that it's a multi cloud world I mean they either inherit clouds certainly they're using public cloud and on-premises is now more relevant than ever when's that aha moment that you're seeing where people go well I got to get my act together and get on this well the first but even before multi-cloud so these two approach the first one like the adduct way doesn't scale at some point idea has to save them because they don't think about the two they don't think about operations they have a bunch of VPC and multiple clouds the other way that if you do the left and shift wake they cannot take any advantages of the cloud they lose elasticity auto-scaling pay by the drink these feature of agility features so they both realize okay neither of these ways are good so I have to optimize that so I have to have a mix of what I call the cloud native services within each cloud so they start adapting like other AWS constructor is your construct or Google construct then that's I would I call the up optimal phase but even that they they realize after that they are very different all these approaches different the cloud are different identities is completely difficult to manage across clouds I mean for example AWS has accounts there's subscription and in adarand GCP their projects it's a real mess so they realize well I can't really like concentrate used the cloud the cloud product and every cloud that doesn't work so I have I'm doing multi cloud I like to abstract all of that I still wanna manage the cloud from an API to interview I don't necessarily want to bring my incumbent data center products but I have to do that in a more API driven cloud they're not they're not scaling piece and you were mentioning that's because there's too many different clouds yes that's the piece there so what are they doing whether they really building different development teams as its software what's the solution well this the solution is to start architecting the cloud that's the third phase I call that the multi cloud architect phase where they have to think about abstraction that works across cloud fact even across one cloud it might not scale as well if you start having like 10,000 security group in AWS that doesn't scale you have to manage that if you have multiple VPC it doesn't scale you need a third party identity provider so it barely scales within one cloud if you go multiple cloud it gets worse and worse see way in here what's your thoughts I thought we said this wasn't gonna be a sales pitch for aviatrix you just said exactly what we do so anyway I'm just a joke what do you see in terms of where people are in that multi cloud a lot of people you know everyone I talked to started in one cloud right but then they look and they say okay but I'm now gonna move to adjourn I'm gonna move do you see a similar thing well yes they are moving but they're not there's not a lot of application that use a tree cloud at once they move one app in deserve one app in individuals one get happened Google that's what we see so far okay yeah I mean one of the mistakes that people think is they think multi-cloud no one is ever gonna go multi-cloud for arbitrage they're not gonna go and say well today I might go into Azure because I got a better rate of my instance that's never do you agree with that's never going to happen what I've seen with enterprise is I'm gonna put the workload in the app the app decides where it runs best that may be a sure maybe Google and for different reasons and they're gonna stick there and they're not gonna move let me ask you infrastructure has to be able to support from a networking team be able to do that do you agree with that yes I agree and one thing is also very important is connecting to that cloud is kind of the easiest thing so though while I run Network part of the cloud connectivity to the cloud is kind of simple I agree IPSec VP and I reckon Express that's a simple part what's difficult and even a provisioning part is easy you can use terraform and create v pieces and v nets across which we cloud provider right what's difficult is the day-to-day operations so it's what to find a to operations what is that what does that actually mean this is the day-to-day operations after it you know the natural let's add an app let's add a server let's troubleshoot a problem so what so your life something changes how would he do so what's the big concerns I want to just get back to this cloud native networking because everyone kind of knows with cloud native apps are that's been a hot trend what is cloud native networking how do you how do you guys define that because that seems to be the oddest part of the multi-cloud wave that's coming as cloud native networking well there's no you know official garner definition but I can create one on another spot it's do it I just want to leverage the cloud construct and a cloud epi I don't want to have to install like like for example the first version was let's put a virtual router that doesn't even understand and then the cloud environment right if I have if I have to install a virtual machine it has to be cloud aware it has to understand the security group if it's a router it has to be programmable to the cloud API and and understand the cloud environment you know one things I hear a lot from either see Saussure CIOs or CXOs in general is this idea of I'm definitely on going API so it's been an API economy so API is key on that point but then they say okay I need to essentially have the right relationship with my suppliers aka clouds you call it above the clouds so the question is what do i do from an architecture standpoint do I just hire more developers and have different teams because you mentioned that's a scale point how do you solve this this problem of okay I got AWS I got GCP or Azure or whatever do I just have different teams or just expose api's where is that optimization where's the focus well I take what you need from an android point of view is a way a control plane across the three clouds and be able to use the api of the cloud to build networks but also to troubleshoot them and do they to operation so you need a view across a three cloud that takes care of routing connectivity that's you know that's the aviatrix plug of you right there so so how do you see so again your Gartner you you you you see the industry you've been a network architect how do you see this this plane out what are the what are the legacy incumbent client-server on-prem networking people gonna do well these versus people like aviatrix well how do you see that plane out well obviously all the incumbent like Arista cisco juniper NSX right they want to basically do the lift and ship or they want to bring and you know VM I want to bring in a section that cloud they call that NSX everywhere and cisco monks bring you star in the cloud recall that each guy anywhere right so everyone what and and then there's cloud vision for my red star and contrail is in the cloud so they just want to bring the management plain in the cloud but it's still based most of them it's still based on putting a VM them in controlling them right you you extend your management console to the cloud that's not truly cloud native right cloud native you almost have to build it from scratch we like to call that cloud naive clown that close one letter yeah so that was a big con surgeon i reinvent take the tea out of cloud native its cloud naive i went super viral you guys got t-shirts now i know you love it but yeah but that really ultimately is kind of a double-edged sword you got to be you can be naive on the on the architecture side and rolling out but also suppliers are can be naive so how would you define who's naive and who's not well in fact they're evolving as well so for example in cisco you it's a little bit more native than other ones because they're really ACI in the cloud you call you you really like configure api so the cloud and nsx is going that way and so is Arista but they're incumbent they have their own tools it's difficult for them they're moving slowly so it's much easier to start from scratch Avenue like and you know and network happiness started a few years ago there's only really two aviatrix was the first one they've been there for at least three or four years and there's other ones like Al Kyra for example that just started now that doing more connectivity but they want to create an overlay network across the cloud and start doing policies and trying abstracting all the clouds within one platform so I gotta ask you I interviewed an executive at VMware Sanjay Pune and he said to me at RSA last week oh the only b2 networking vendors left Cisco and VMware what's your respect what's your response to that obviously I mean when you have these waves as new brands that emerge like AV X and others though I think there'll be a lot of startups coming out of the woodwork how do you respond to that comment well there's still a data center there's still like a lot of action on campus and there's the one but from the cloud provisioning and clown networking in general I mean they're behind I think you know in fact you don't even need them to start to it you can if you're small enough you can just keep if you're in AWS you can user it with us construct they have to insert themselves I mean they're running behind they're all certainly incumbents I love the term Andy Jesse's that Amazon Web Services uses old guard new guard to talk about the industry what does the new guard have to do the new and new brands that emerge in is it be more DevOps oriented neck Nets a cops is that net ops is the programmability these are some of the key discussions we've been having what's your view on how you see this program their most important part is they have to make the network's simple for the dev teams and from you cannot have that you cannot make a phone call and get it via line in two weeks anymore so if you move to that cloud you have to make the cloud construct as simple enough so that for example a dev team could say okay I'm going to create this VP see but this VP see automatically being your associate to your account you cannot go out on the internet you have to go to the transit VP C so there's a lot of action in terms of the I am part and you have to put the control around them too so to make it as simple as possible you guys both I mean you're the COC aviatrix but also you guys a lot of experience going back to networking going back to I call the OSI mace which for us old folks know that means but you guys know this means I want to ask you the question as you look at the future of networking here a couple of objectives oh the cloud guys they got networking we're all set with them how do you respond to the fact that networking is changing and the cloud guys have their own networking what some of the pain points that's going on premises and these enterprises so are they good with the clouds what needs what are the key things that's going on in networking that makes it more than just the cloud networking what's your take on well I as I said earlier that once you you could easily provision in the cloud you can easily connect to that cloud is when you start troubleshooting application in the cloud and try to scale so this that's where the problem occurs see what you're taking on it and you'll hear from the from the customers that that we have on stage and I think what happens is all the cloud the clouds by definition designed to the 80/20 rule which means they'll design 80% of the basic functionality and they'll lead the 20% extra functionality that of course every enterprise needs they'll leave that to ISVs like aviatrix because why because they have to make money they have a service and they can't have huge instances for functionality that not everybody needs so they have to design to the common and that's they all do it right they have to and then the extra the problem is that can be an explosion that I talked about with enterprises that's holy that's what they need that they're the ones who need that extra 20% so that's that's what I see is is there's always gonna be that extra functionality the in in an automated and simple way that you talked about but yet powerful with up with the visibility and control that they expect of on prep that that's that kind of combination that yin and the yang that people like us are providing some I want to ask you were gonna ask some of the cloud architect customer panels it's the same question this pioneers doing some work here and there's also the laggards who come in behind the early adopters what's gonna be the tipping point what are some of those conversations that the cloud architects are having out there or what's the signs that they need to be on this multi cloud or cloud native networking trend what are some the signals that are going on in their environment what are some of the threshold or things that are going on that there can pay attention to well well once they have application and multiple cloud and they have they get wake up at 2:00 in the morning to troubleshoot them they don't know it's important so I think that's the that's where the robber will hit the road but as I said it's easier to prove it it's okay it's 80s it's easy user transit gateway put a few V pcs and you're done and use create some presents like equinox and do Direct Connect and Express route with Azure that looks simple is the operations that's when they'll realize okay now I need to understand our car networking works I also need a tool that give me visibility and control not button tell me that I need to understand the basic underneath it as well what are some of the day in the life scenarios that you envision happening with multi cloud because you think about what's happening it kind of has that same vibe of interoperability choice multi-vendor because you have multi clouds essentially multi vendor these are kind of old paradigms that we've lived through the client-server and internet working wave what are some of those scenarios of success and that might be possible it would be possible with multi cloud and cloud native networking well I think once you have good enough visibility to satisfy your customers you know not only like to keep the service running an application running but to be able to provision fast enough I think that's what you want to achieve small final question advice for folks watching on the live stream if they're sitting there as a cloud architect or a CXO what's your advice to them right now in this market because honestly public check hybrid cloud they're working on that that gets on-premise is done now multi-class right behind it what's your advice the first thing they should do is really try to understand cloud networking for each of their cloud providers and then understand the limitation and is what their cloud service provider offers enough or you need to look to a third party but you don't look at a third party to start to it especially an incumbent one so it's tempting to say on and I have a bunch of f5 experts nothing against f5 I'm going to bring my five in the cloud when you can use a needle be that automatically understand ease ease and auto-scaling and so on and you understand that's much simpler but sometimes you need you have five because you have requirements you have like AI rules and that kind of stuff that you use for years you cannot do it's okay I have requirement and that net I'm going to use legacy stuff and then you have to start thinking okay what about visibility control about the tree cloud but before you do that you have to understand the limitation of the existing cloud providers so first try to be as native as possible until things don't work after that you can start taking multi-cloud great insight somewhat thank you for coming someone in charge with Gardner thanks for sharing thank you appreciate it [Applause] informatica is known as the leading enterprise cloud data management company we are known for being the top in our industry in at least five different products over the last few years especially we've been transforming into a cloud model which allows us to work better with the trends of our customers in order to see agile and effective in a business you need to make sure that your products and your offerings are just as relevant in all these different clouds than what you're used to and what you're comfortable with one of the most difficult challenges we've always had is that because we're a data company we're talking about data that a customer owns some of that data may be in the cloud some of that data may be on Prem some of them data may be actually in their data center in another region or even another country and having that data connect back to our systems that are located in the cloud has always been a challenge when we first started our engagement with aviatrix we only had one plan that was Amazon it wasn't till later that a jerk came up and all of a sudden we found hey the solution we already had in place for aviatrix already working in Amazon and now works in Missouri as well before we knew it GCP came up but it really wasn't a big deal for us because we already had the same solution in Amazon and integer now just working in GCP by having a multi cloud approach we have access to all three of them but more commonly it's not just one it's actually integrations between multiple we have some data and ensure that we want to integrate with Amazon we have some data in GCP that we want to bring over to a data Lake assure one of the nice things about aviatrix is that it gives a very simple interface that my staff can understand and use and manage literally hundreds of VPNs around the world and while talking to and working with our customers who are literally around the world now that we've been using aviatrix for a couple years we're actually finding that even problems that we didn't realize we had were actually solved even before we came across the problem and it just worked cloud companies as a whole are based on reputation we need to be able to protect our reputation and part of that reputation is being able to protect our customers and being able to protect more importantly our customers data aviatrix has been helpful for us in that we only have one system that can manage this whole huge system in a simple easy direct model aviatrix is directly responsible for helping us secure and manage our customers not only across the world but across multiple clouds users don't have to be VPN or networking experts in order to be able to use the system all the members on my team can manage it all the members regardless of their experience can do different levels of it one of the unexpected two advantages of aviatrix is that I don't have to sell it to my management the fact that we're not in the news at three o'clock in the morning or that we don't have to get calls in the middle of the night no news is good news especially in networking things that used to take weeks to build are done in hours I think the most important thing about a matrix is it provides me consistency aviatrix gives me a consistent model that I can use across multiple regions multiple clouds multiple customers okay welcome back to altitude 2020 for the folks on the livestream I'm John for Steve Mulaney with CEO of aviatrix for our first of two customer panels on cloud with cloud network architects we got Bobby Willoughby they gone Luis Castillo of National Instruments and David should Nick with fact set guys welcome to the stage for this digital event come on up [Music] hey good to see you thank you okay okay customer panelist is my favorite part we get to hear the real scoop we got the gardener giving us the industry overview certainly multi clouds very relevant and cloud native networking is the hot trend with the live stream out there and the digital event so guys let's get into it the journey is you guys are pioneering this journey of multi cloud and cloud native networking and it's soon gonna be a lot more coming so I want to get into the journey what's it been like is it real you got a lot of scar tissue and what are some of the learnings yeah absolutely so multi cloud is whether or not we we accepted as a network engineers is a is a reality like Steve said about two years ago companies really decided to to just to just bite the bullet and and and move there whether or not whether or not we we accept that fact we need to now create a consistent architecture across across multiple clouds and that that is challenging without orchestration layers as you start managing different different tool sets in different languages across different clouds so that's it's really important that to start thinking about that guys on the other panelists here there's different phases of this journey some come at it from a networking perspective some come in from a problem troubleshooting what's what's your experiences yeah so from a networking perspective it's been incredibly exciting it's kind of a once-in-a-generation 'el opportunity to look at how you're building out your network you can start to embrace things like infrastructure as code that maybe your peers on the systems teams have been doing for years but it just never really worked on pram so it's really it's really exciting to look at all the opportunities that we have and then all the interesting challenges that come up that you that you get to tackle an effect said you guys are mostly AWS right yep right now though we are looking at multiple clouds we have production workloads running in multiple clouds today but a lot of the initial work has been with Amazon and you've seen it from a networking perspective that's where you guys are coming at it from yep yeah we evolved more from a customer requirement perspective started out primarily as AWS but as the customer needed more resources to measure like HPC you know as your ad things like that even recently Google at Google Analytics our journey has evolved into mortal multi-cloud environment Steve weigh in on the architecture because this has been the big conversation I want you to lead this second yeah so I mean I think you guys agree the journey you know it seems like the journey started a couple years ago got real serious the need for multi-cloud whether you're there today of course it's gonna be there in the future so that's really important I think the next thing is just architecture I'd love to hear what you you know had some comments about architecture matters it all starts I mean every Enterprise that I talk to maybe talk about architecture and the importance of architecture maybe Bobby it's a particular perspective we sorted a journey five years ago Wow okay and we're just now starting our fourth evolution of our network architect and we'll call it networking security net sec yep adverse adjusters network and that fourth generation or architectures be based primarily upon Palo Alto Networks an aviatrix a matrix doing the orchestration piece of it but that journey came because of the need for simplicity okay I need for multi-cloud orchestration without us having to go and do reprogramming efforts across every cloud as it comes along right I guess the other question I also had around architectures also Louis maybe just talk about I know we've talked a little bit about you know scripting right and some of your thoughts on that yeah absolutely so so for us we started we started creating the network constructs with cloud formation and we've we've stuck with that for the most part what's interesting about that is today on premise we have a lot of a lot of automation around around how we provision networks but cloud formation has become a little bit like the new manual for us so we're now having issues with having to to automate that component and making it consistent with our on-premise architecture making it consistent with Azure architecture and Google cloud so it's really interesting to see to see companies now bring that layer of abstraction that SD when brought to the to the wine side now it's going up into into the into the cloud networking architecture so on the fourth generation of you mentioned you're in the fourth gen architecture what do you guys what have you learned is there any lessons scar tissue what to avoid what worked what was some of the there was a path that's probably the biggest list and there is when you think you finally figured it out you have it right Amazon will change something as you change something you know transit gateways a game changer so in listening to the business requirements is probably the biggest thing we need to do up front but I think from a simplicity perspective like I said we don't want to do things four times we want to do things one time we won't be able to write to an API which aviatrix has and have them do the orchestration for us so that we don't have to do it four times how important is architecture in the progression is it you guys get thrown in the deep end to solve these problems or you guys zooming out and looking at it it's a I mean how are you guys looking at the architecture I mean you can't get off the ground if you don't have the network there so all of those there we've gone through similar evolutions we're on our fourth or fifth evolution I think about what we started off with Amazon without a direct connect gate without a transit Gateway without a lot of the things that are available today kind of the 80/20 that Steve was talking about just because it wasn't there doesn't mean we didn't need it so we needed to figure out a way to do it we couldn't say oh you need to come back to the network team in a year and maybe Amazon will have a solution for it right you need to do it now and in evolve later and maybe optimize or change the way you're doing things in the future but don't sit around and wait you can I'd love to have you guys each individually answer this question for the live stream because it comes up a lot a lot of cloud architects out in the community what should they be thinking about the folks that are coming into this proactively and/or realizing the business benefits are there what advice would you guys give them an architecture what should be they be thinking about and what are some guiding principles you could share so I would start with looking at an architecture model that that can that can spread and and give consistency they're different to different cloud vendors that you will absolutely have to support cloud vendors tend to want to pull you into using their native toolset and that's good if only it was realistic to talk about only one cloud but because it doesn't it's it's it's super important to talk about and have a conversation with the business and with your technology teams about a consistent model so that's the David yeah talking as earlier about day two operations so how do I design how do I do my day one work so that I'm not you know spending eighty percent of my time troubleshooting or managing my network because I'm doing that then I'm missing out on ways that I can make improvements or embrace new technologies so it's really important early on to figure out how do I make this as low maintenance as possible so that I can focus on the things that the team really should be focusing on Bobby your advice the architect I don't know what else I can do that simplicity of operations is key alright so the holistic view of day to operation you mentioned let's can jump in day one is your your your getting stuff set up day two is your life after all right this is kinda what you're getting at David so what does that look like what are you envisioning as you look at that 20 mile stair out post multi-cloud world what are some of the things that you want in a day to operations yeah infrastructure is code is really important to us so how do we how do we design it so that we can fit start making network changes and fitting them into like a release pipeline and start looking at it like that rather than somebody logging into a router CLI and troubleshooting things on in an ad hoc nature so moving more towards the DevOps model is anything on that day - yeah I would love to add something so in terms of day 2 operations you can you can either sort of ignore the day 2 operations for a little while where you get well you get your feet wet or you can start approaching it from the beginning the fact is that the the cloud native tools don't have a lot of maturity in that space and when you run into an issue you're gonna end up having a bad day going through millions and millions of logs just to try to understand what's going on so that's something that that the industry just now is beginning to realize it's it's such a such a big gap I think that's key because for us we're moving to more of an event-driven or operations in the past monitoring got the job done it's impossible to modern monitor something there's nothing there when the event happens all right so the event-driven application and then detect is important yeah I think garden was all about the cloud native wave coming into networking that's gonna be a serious thing I want to get you guys perspectives I know you have different views of how you come into the journey and how you're executing and I always say the beauties in the eye of the beholder and that kind of applies how the networks laid out so Bobby you guys do a lot of high-performance encryption both on AWS and Azure that's kind of a unique thing for you how are you seeing that impact with multi cloud yeah and that's a new requirement for us to where we we have an intern crypt and they they ever get the question should I encryption and I'll encrypt the answer is always yes you should encrypt when you can encrypt for our perspective we we need to migrate a bunch of data from our data centers we have some huge data centers and then getting that data to the cloud is the timely experiencing some cases so we have been mandated that we have to encrypt everything leaving the data center so we're looking at using the aviatrix insane mode appliances to be able to encrypt you know 10 20 gigabits of data as it moves to the cloud itself David you're using terraform you got fire Ned you've got a lot of complexity in your network what do you guys look at the future for yours environment yeah so something exciting that or yeah now is fire net so for our security team they obviously have a lot of a lot of knowledge base around Palo Alto and with our commitments to our clients you know it's it's it's not very easy to shift your security model to a specific cloud vendor right so there's a lot of stuck to compliance of things like that where being able to take some of what you've you know you've worked on for years on Bram and put it in the cloud and have the same type of assurance that things are gonna work and be secure in the same way that they are on prem helps make that journey into the cloud a lot easier and Louis you guys got scripting and get a lot of things going on what's your what's your unique angle on this yeah no absolutely so full disclosure I'm not a not not an aviatrix customer yet it's ok we want to hear the truth that's good Ellis what are you thinking about what's on your mind no really when you when you talk about implementing the tool like this it's really just really important to talk about automation and focus on on value so when you talk about things like and things like so yeah encrypting tunnels and encrypting the paths and those things are it should it should should be second nature really when you when you look at building those backends and managing them with your team it becomes really painful so tools like aviatrix that that add a lot of automation it's out of out of sight out of mind you can focus on the value and you don't have to focus on so I gotta ask you guys I see AV traces here they're they're a supplier to the sector but you guys are customers everyone's pitching you stuff people are not gonna buy my stuff how do you guys have that conversation with the suppliers like the cloud vendors and other folks what's the what's it like where API all the way you got to support this what are some of the what are some of your requirements how do you talk to and evaluate people that walk in and want to knock on your door and pitch you something what's the conversation like um it's definitely it's definitely API driven we we definitely look at the at that the API structure of the vendors provide before we select anything that that is always first in mind and also what a problem are we really trying to solve usually people try to sell or try to give us something that isn't really valuable like implementing a solution on the on the on the cloud isn't really it doesn't really add a lot of value that's where we go David what's your conversation like with suppliers you have a certain new way to do things as as becomes more agile and essentially the networking become more dynamic what are some of the conversation is with the either incumbents or new new vendors that you're having what it what do you require yeah so ease of use is definitely definitely high up there we've had some vendors come in and say you know hey you know when you go to set this up we're gonna want to send somebody on site and they're gonna sit with you for your day to configure it and that's kind of a red flag what wait a minute you know do we really if one of my really talented engineers can't figure it out on his own what's going on there and why is that so you know having having some ease-of-use and the team being comfortable with it and understanding it is really important Bobby how about you I mean the old days was do a bake-off and you know the winner takes all I mean is it like that anymore what's the Volvic bake-off last year first you win so but that's different now because now when you you get the product you can install the product in AWS energy or have it up and running a matter of minutes and so the key is is they can you be operational you know within hours or days instead of weeks but but do we also have the flexibility to customize it to meet your needs could you want to be you won't be put into a box with the other customers we have needs that surpass their cut their needs yeah I almost see the challenge that you guys are living where you've got the cloud immediate value to make an roll-up any solutions but then you have might have other needs so you've got to be careful not to buy into stuff that's not shipping so you're trying to be proactive at the same time deal with what you got I mean how do you guys see that evolving because multi-cloud to me is definitely relevant but it's not yet clear how to implement across how do you guys look at this baked versus you know future solutions coming how do you balance that so again so right now we we're we're taking the the ad hoc approach and and experimenting with the different concepts of cloud and really leveraging the the native constructs of each cloud but but there's a there's a breaking point for sure you don't you don't get to scale this I like like Simone said and you have to focus on being able to deliver a developer they're their sandbox or their play area for the for the things that they're trying to build quickly and the only way to do that is with the with with some sort of consistent orchestration layer that allows you to so you've got a lot more stuff to be coming pretty quickly IDEs area I do expect things to start to start maturing quite quite quickly this year and you guys see similar trend new stuff coming fast yeah part of the biggest challenge we've got now is being able to segment within the network being able to provide segmentation between production on production workloads even businesses because we support many businesses worldwide and and isolation between those is a key criteria there so the ability to identify and quickly isolate those workloads is key so the CIOs that are watching or that are saying hey take that he'll do multi cloud and then you know the bottoms up organization think pause you're kind of like off a little bit it's not how it works I mean what is the reality in terms of implementing you know and as fast as possible because the business benefits are clear but it's not always clear in the technology how to move that fast yeah what are some of the barriers one of the blockers what are the enabler I think the reality is is that you may not think you're multi-cloud but your business is right so I think the biggest barriers there is understanding what the requirements are and how best to meet those requirements in a secure manner because you need to make sure that things are working from a latency perspective that things work the way they did and get out of the mind shift that you know it was a cheery application in the data center it doesn't have to be a Tier three application in the cloud so lift and shift is is not the way to go scale is a big part of what I see is the competitive advantage to allow these clouds and used to be proprietary network stacks in the old days and then open systems came that was a good thing but as clouds become bigger there's kind of an inherent lock in there with the scale how do you guys keep the choice open how're you guys thinking about interoperability what are some of the conversations and you guys are having around those key concepts well when we look at when we look at the moment from a networking perspective it it's really key for you to just enable enable all the all the clouds to be to be able to communicate between them developers will will find a way to use the cloud that best suits their their business team and and like like you said it's whether whether you're in denial or not of the multi cloud fact that your company is in already that's it becomes really important for you to move quickly yeah and a lot of it also hinges on how well is the provider embracing what that specific cloud is doing so are they are they swimming with Amazon or sure and just helping facilitate things they're doing the you know the heavy lifting API work for you or they swimming upstream and they're trying to hack it all together in a messy way and so that helps you you know stay out of the lock-in because they're you know if they're doing if they're using Amazon native tools to help you get where you need to be it's not like Amazon's gonna release something in the future that completely you know makes you have designed yourself into a corner so the closer they're more cloud native they are the more the easier it is to to deploy but you also need to be aligned in such a way that you can take advantage of those cloud native technologies will it make sense tgw is a game-changer in terms of cost and performance right so to completely ignore that would be wrong but you know if you needed to have encryption you know teach Adobe's not encrypted so you need to have some type of a gateway to do the VPN encryption you know so the aviatrix tool give you the beauty of both worlds you can use tgw with a gateway Wow real quick in the last minute we have I want to just get a quick feedback from you guys I hear a lot of people say to me hey the I picked the best cloud for the workload you got and then figure out multi cloud behind the scenes so that seems to be do you guys agree with that I mean is it do I go Mull one cloud across the whole company or this workload works great on AWS that work was great on this from a cloud standpoint do you agree with that premise and then wit is multi clouds did you mall together yeah from from an application perspective it it can be per workload but it can also be an economical decision certain enterprise contracts will will pull you in one direction that add value but the the network problem is still the same doesn't go away yeah yeah I mean you don't want to be trying to fit a square into a round hall right so if it works better on that cloud provider then it's our job to make sure that that service is there and people can use it agree you just need to stay ahead of the game make sure that the network infrastructure is there secure is available and is multi cloud capable yeah I'm at the end of the day you guys just validating that it's the networking game now how cloud storage compute check networking is where the action is awesome thanks for your insights guys appreciate you coming on the panel appreciate thanks thank you [Applause] [Music] [Applause] okay welcome back on the live feed I'm John fritz T Blaney my co-host with aviatrix I'm with the cube for the special digital event our next customer panel got great another set of cloud network architects Justin Smith was aura Justin broadly with Ellie Mae and Amit Oh tree job with Cooper welcome to stage [Applause] all right thank you thank you oK you've got all the cliff notes from the last session welcome rinse and repeat yeah yeah we're going to go under the hood a little bit I think they nailed the what we've been reporting and we've been having this conversation around networking is where the action is because that's the end of the day you got a move a pack from A to B and you get workloads exchanging data so it's really killer so let's get started Amit what are you seeing as the journey of multi cloud as you go under the hood and say okay I got to implement this I have to engineer the network make it enabling make it programmable make it interoperable across clouds I mean that's like I mean almost sounds impossible to me what's your take yeah I mean it's it seems impossible but if you are running an organization which is running infrastructure as a cordon all right it is easily doable like you can use tools out there that's available today you can use third-party products that can do a better job but but put your architecture first don't wait architecture may not be perfect put the best architecture that's available today and be agile to ET rate and make improvements over the time we got to Justin's over here so I have to be careful when I point a question adjusting they both have to answer okay journeys what's the journey been like I mean is there phases we heard that from Gardner people come into multi cloud and cloud native networking from different perspectives what's your take on the journey Justin yeah I mean from Mars like - we started out very much focused on one cloud and as we started doing errands we started doing new products the market the need for multi cloud comes very apparent very quickly for us and so you know having an architecture that we can plug in play into and be able to add and change things as it changes is super important for what we're doing in the space just in your journey yes for us we were very ad hoc oriented and the idea is that we were reinventing all the time trying to move into these new things and coming up with great new ideas and so rather than it being some iterative approach with our deployments that became a number of different deployments and so we shifted that tour and the network has been a real enabler of this is that it there's one network and it touches whatever cloud we want it to touch and it touches the data centers that we need it to touch and it touches the customers that we need it to touch our job is to make sure that the services that are of and one of those locations are available in all of the locations so the idea is not that we need to come up with this new solution every time it's that we're just iterating on what we've already decided to do before we get the architecture section I want to ask you guys a question I'm a big fan of you know let the app developers have infrastructure as code so check but having the right cloud run that workload I'm a big fan of that if it works great but we just heard from the other panel you can't change the network so I want to get your thoughts what is cloud native networking and is that the engine really that's the enabler for this multi cloud trend but you guys taken we'll start with Amit what do you think about that yeah so you are gonna have workloads running in different clouds and the workloads would have affinity to one cloud over other but how you expose that it's matter of how you are going to build your networks how we are going to run security how we are going to do egress ingress out of it so it's the big problem how do you split says what's the solution what's the end the key pain points and problem statement I mean the key pain point for most companies is how do you take your traditional on-premise network and then blow that out to the cloud in a way that makes sense you know IP conflicts you have IP space you pub public eye peas and premise as well as in the cloud and how do you kind of make them a sense of all of that and I think that's where tools like aviatrix make a lot of sense in that space from our site it's it's really simple it's latency and bandwidth and availability these don't change whether we're talking about cloud or data center or even corporate IT networking so our job when when these all of these things are simplified into like s3 for instance and our developers want to use those we have to be able to deliver that and for a particular group or another group that wants to use just just GCP resources these aren't we have to support these requirements and these wants as opposed to saying hey that's not a good idea now our job is to enable them not to disable them do you think you guys think infrastructure as code which I love that I think it's that's the future it is we saw that with DevOps but I just start getting the networking is it getting down to the network portion where it's network as code because storage and compute working really well is seeing all kubernetes on ServiceMaster and network is code reality is it there is it still got work to do it's absolutely there I mean you mentioned net DevOps and it's it's very real I mean in Cooper we build our networks through terraform and on not only just out of fun build an API so that we can consistently build V nets and VPC all across in the same way we get to do it yeah and even security groups and then on top and aviatrix comes in we can peer the networks bridge bridge all the different regions through code same with you guys but yeah about this everything we deploy is done with automation and then we also run things like lambda on top to make changes in real time we don't make manual changes on our network in the data center funny enough it's still manual but the cloud has enabled us to move into this automation mindset and and all my guys that's what they focus on is bringing what now what they're doing in the cloud into the data center which is kind of opposite of what it should be that's full or what it used to be it's full DevOps then yes yeah I mean for us it was similar on premise still somewhat very manual although we're moving more Norton ninja and terraform concepts but everything in the production environment is colored confirmation terraform code and now coming into the datacenter same I just wanted to jump in on a Justin Smith one of the comment that you made because it's something that we always talk about a lot is that the center of gravity of architecture used to be an on-prem and now it's shifted in the cloud and once you have your strategic architecture what you--what do you do you push that everywhere so what you used to see at the beginning of cloud was pushing the architecture on prem into cloud now i want to pick up on what you said to you others agree that the center of architect of gravity is here i'm now pushing what i do in the cloud back into on Prem and wait and then so first that and then also in the journey where are you at from zero to a hundred of actually in the journey to cloud do you 50% there are you 10% yes I mean are you evacuating data centers next year I mean were you guys at yeah so there's there's two types of gravity that you typically are dealing with no migration first is data gravity and your data set and where that data lives and then the second is the network platform that interrupts all that together right in our case the data gravity sold mostly on Prem but our network is now extend out to the app tier that's going to be in cloud right eventually that data gravity will also move to cloud as we start getting more sophisticated but you know in our journey we're about halfway there about halfway through the process we're taking a handle of you know lift and shift and when did that start and we started about three years ago okay okay go by it's a very different story it started from a garage and one hundred percent on the clock it's a business spend management platform as a software-as-a-service one hundred percent on the cloud it was like ten years ago right yes yeah you guys are riding the wave love that architecture Justin I want to ask you Sora you guys mentioned DevOps I mean obviously we saw the huge observability wave which is essentially network management for the cloud in my opinion right yeah it's more dynamic but this is about visibility we heard from the last panel you don't know what's being turned on or turned off from a services standpoint at any given time how is all this playing out when you start getting into the DevOps down well this layer this is the big challenge for all of us as visibility when you talk transport within a cloud you know we very interestingly we have moved from having a backbone that we bought that we owned that would be data center connectivity we now I work for soar as a subscription billing company so we want to support the subscription mindset so rather than going and buying circuits and having to wait three months to install and then coming up with some way to get things connected and resiliency and redundancy I my backbone is in the cloud I use the cloud providers interconnections between regions to transport data across and and so if you do that with their native solutions you you do lose visibility there there are areas in that that you don't get which is why controlling you know controllers and having some type of management plane is a requirement for us to do what we're supposed to do and provide consistency while doing it a great conversation I loved when you said earlier latency bandwidth availability with your sim pop3 things guys SLA I mean you just do ping times are between clouds it's like you don't know what you're getting for round-trip times this becomes a huge kind of risk management black hole whatever you want to call blind spot how are you guys looking at the interconnects between clouds because you know I can see that working from you know ground to cloud I'm per cloud but when you start doing with multi clouds workloads I mean s LA's will be all over the map won't they just inherently but how do you guys view that yeah I think we talked about workload and we know that the workloads are going to be different in different clouds but they are going to be calling each other so it's very important to have that visibility that you can see how data is flowing at what latency and whatever ability is our is there and our authority needs to operate on that so it's so you use the software dashboard look at the times and look at the latency in the old days strong so on open so on you try to figure it out and then your days you have to figure out just what she reinsert that because you're in the middle of it yeah I mean I think the the key thing there is that we have to plan for that failure we have to plan for that latency in our applications that start thinking start tracking in your SLI something you start planning for and you loosely couple these services and a much more micro services approach so you actually can handle that kind of failure or that type of unknown latency and unfortunately the cloud has made us much better at handling exceptions a much better way you guys are all great examples of cloud native from day one and you guys had when did you have the tipping point moment or the Epiphany of saying a multi clouds real I can't ignore it I got to factor it into all my design design principles and and everything you're doing what's it was there a moment was it was it from day one no there were two reasons one was the business so in business there was some affinity to not be in one cloud or to be in one cloud and that drove from the business side so as a cloud architect our responsibility was to support that business and other is the technology some things are really running better in like if you are running dot Network load or you are going to run machine learning or AI so that you have you would have that reference of one cloud over other so it was the bill that we got from AWS I mean that's that's what drives a lot of these conversations is the financial viability of what you're building on top of it which is so we this failure domain idea which is which is fairly interesting is how do I solve or guarantee against a failure domain you have methodologies with you know back-end direct connects or interconnect with GCP all of these ideas are something that you have to take into account but that transport layer should not matter to whoever we're building this for our job is to deliver the frames in the packets what that flows across how you get there we want to make that seamless and so whether it's a public internet API call or it's a back-end connectivity through Direct Connect it doesn't matter it just has to meet a contract that you signed with your application folks yeah that's the availability piece just in your thoughts on anything any common uh so actually a multi clouds become something much more recent in the last six to eight months I'd say we always kind of had a very much an attitude of like moving to Amazon from our private cloud is hard enough why complicate it further but the realities of the business and as we start seeing you know improvements in Google and Asia and different technology spaces the need for multi cloud becomes much more important as well as our acquisition strategies I matured we're seeing that companies that used to be on premise that we typically acquire are now very much already on a cloud and if they're on a cloud I need to plug them into our ecosystem and so that's really change our multi cloud story in a big way I'd love to get your thoughts on the clouds versus the clouds because you know you compare them Amazon's got more features they're rich with features I see the bills are how could people using them but Google's got a great network Google's networks pretty damn good and then you got a sure what's the difference between the clouds who with they've evolved something whether they peak in certain areas better than others what what are the characteristics which makes one cloud better do they have a unique feature that makes as you're better than Google and vice versa what do you guys think about the different clouds yeah to my experience I think there is approaches different in many places Google has a different approach very DevOps friendly and you can run your workload like the your network and spend regions time I mean but our application ready to accept that MS one is evolving I mean I remember 10 years back Amazon's Network was a flat network we will be launching servers and 10.0.0.0 so the VP sees concept came out multi-account came out so they are evolving as you are at a late start but because they have a late start they saw the pattern and they they have some mature set up on the yeah I think they're all trying to say they're equal in their own ways I think they all have very specific design philosophies that allow them to be successful in different ways and you have to kind of keep that in mind as you architectural solution for example amazon has a very much a very regional affinity they don't like to go cross region in their architecture whereas Google is very much it's a global network we're gonna think about as a global solution I think Google also has advantages its third to market and so has seen what Asia did wrong it seemed with AWS did wrong and it's made those improvements and I think that's one of their big advantage at great scale to Justin thoughts on the cloud so yeah Amazon built from the system up and Google built from the network down so their ideas and approaches are from a global versus or regional I agree with you completely that that is the big number one thing but the if you look at it from the outset interestingly the inability or the ability for Amazon to limit layer 2 broadcasting and and what that really means from a VPC perspective changed all the routing protocols you can use all the things that we have built inside of a data center to provide resiliency and and and make things seamless to users all of that disappeared and so because we had to accept that at the VPC level now we have to accept it at the LAN level Google's done a better job of being able to overcome those things and provide those traditional Network facilities to us just great panel can go all day here's awesome so I heard we could we'll get to the cloud native naive questions so kind of think about what's not even what's cloud is that next but I got to ask you had a conversation with a friend he's like Wayne is the new land so if you think about what the land was at a datacenter when is the new link you could talking about the cloud impact so that means st when the old st way is kind of changing into the new land how do you guys look at that because if you think about it what lands were for inside a premises was all about networking high-speed but now when you take the win and make it essentially a land do you agree with that and how do you view this trend and is it good or bad or is it ugly and what's what you guys take on this yeah I think it's a it's a thing that you have to work with your application architect so if you are managing networks and if you are a sorry engineer you need to work with them to expose the unreliability that would bring in so the application has to hand a lot of this the difference in the latencies and and the reliability has to be worked through the application there Lanois same concept is that BS I think we've been talking about for a long time the erosion of the edge and so is this is just a continuation of that journey we've been on for the last several years as we get more and more cloud native and we start about API is the ability to lock my data in place and not be able to access it really goes away and so I think this is just continuation that thing I think it has challenges we start talking about weighing scale versus land scale the tooling doesn't work the same the scale of that tooling is much larger and the need to automation is much much higher in a way and than it was in a land that's where is what you're seeing so much infrastructure as code yeah yes so for me I'll go back again to this its bandwidth and its latency right that bet define those two land versus win but the other thing that's comes up more and more with cloud deployments is where is our security boundary and where can I extend this secure aware appliance or set of rules to to protect what's inside of it so for us we're able to deliver vr af-s or route forwarding tables for different segments wherever we're at in the world and so they're they're trusted to talk to each other but if they're gonna go to someplace that's outside of their their network then they have to cross a security boundary and where we enforce policy very heavily so for me there's it's not just land when it's it's how does environment get to environment more importantly that's a great point and security we haven't talked to yet but that's got to be baked in from the beginning this architecture thoughts on security are you guys are dealing with it yeah start from the base have apt to have security built in have TLS have encryption on the data I transit data at rest but as you bring the application to the cloud and they are going to go multi-cloud talking to over the Internet in some places well have apt web security I mean I mean our principles day Security's day zero every day and so we we always build it into our design build into our architecture into our applications it's encrypt everything it's TLS everywhere it's make sure that that data is secured at all times yeah one of the cool trends at RSA just as a side note was the data in use encryption piece which is a homomorphic stuff is interesting all right guys final question you know we heard on the earlier panel was also trending at reinvent we take the tea out of cloud native it spells cloud naive okay they got shirts now aviatrix kind of got this trend going what does that mean to be naive so if you're to your peers out there watching a live stream and also the suppliers that are trying to supply you guys with technology and services what's naive look like and what's native look like when is someone naive about implementing all this stuff so for me it's because we are in hundred-percent cloud for us it's main thing is ready for the change and you will you will find new building blocks coming in and the network design will evolve and change so don't be naive and think that it's static you wall with the change I think the big naivety that people have is that well I've been doing it this way for 20 years and been successful it's going to be successful in cloud the reality is that's not the case you have to think some of the stuff a little bit differently and you need to think about it early enough so that you can become cloud native and really enable your business on cloud yeah for me it's it's being open minded right the the our industry the network industry as a whole has been very much I am smarter than everybody else and we're gonna tell everybody how it's going to be done and we had we fell into a lull when it came to producing infrastructure and and and so embracing this idea that we can deploy a new solution or a new environment in minutes as opposed to hours or weeks or four months in some cases is really important and and so you know it's are you being closed-minded native being open minded exactly and and it took a for me it was that was a transformative kind of where I was looking to solve problems in a cloud way as opposed to looking to solve problems in this traditional old-school way all right I know we're out of time but I ask one more question so you guys so good it could be a quick answer what's the BS language when you the BS meter goes off when people talk to you about solutions what's the kind of jargon that you hear that's the BS meter going off what are people talking about that in your opinion you here you go that's total BS but what triggers use it so that I have two lines out of movies that are really I can if I say them without actually thinking them it's like 1.21 jigowatts are you out of your mind from Back to the Future right somebody's getting a bang and then and then Martin Mull and and Michael Keaton and mr. mom when he goes to 22 21 whatever it takes yeah those two right there if those go off in my mind somebody's talking to me I know they're full of baloney so a lot of speech would be a lot of speeds and feeds a lot of data did it instead of talking about what you're actually doing and solutioning for you're talking about well I does this this this and any time I start seeing the cloud vendor start benchmarking against each other it's your workload is your workload you need to benchmark yourself don't don't listen to the marketing on that that's that's all what triggers you and the bsp I think if somebody explains you and not simple they cannot explain you in simplicity then that's good all right guys thanks for the great insight great time how about a round of applause DX easy solutions integrating company than we service customers from all industry verticals and we're helping them to move to the digital world so as a solutions integrator we interface with many many customers that have many different types of needs and they're on their IT journey to modernize their applications into the cloud so we encounter many different scenarios many different reasons for those migrations all of them seeking to optimize their IT solutions to better enable their business we have our CPS organization it's cloud platform services we support AWS does your Google Alibaba corkle will help move those workloads to wherever it's most appropriate no one buys the house for the plumbing equally no one buys the solution for the networking but if the plumbing doesn't work no one likes the house and if this network doesn't work no one likes a solution so network is ubiquitous it is a key component of every solution we do the network connectivity is the lifeblood of any architecture without network connectivity nothing works properly planning and building a scalable robust network that's gonna be able to adapt with the application needs critical when encountering some network design and talking about speed the deployment aviatrix came up in discussion and we then further pursued an area DHT products have incorporated aviatrix is part of a new offering that we are in the process of developing that really enhances our ability to provide cloud connectivity for the Lyons cloud connectivity is a new line of networking services so we're getting into as our clients moving the hybrid cloud networking it is much different than our traditional based services and aviatrix provides a key component in that service before we found aviatrix we were using just native peering connections but there wasn't a way to visualize all those peering connections and with multiple accounts multiple contacts for security with a VA Church were able to visualize those different peering connections of security groups it helped a lot especially in areas of early deployment scenarios were quickly able to then take those deployment scenarios and turn them into scripts that we can then deploy repeatedly their solutions were designed to work with the cloud native capabilities first and where those cloud native capabilities fall short they then have solution sets that augment those capabilities I was pleasantly surprised number one with the aviatrix team as a whole and their level of engagement with us you know we weren't only buying the product we were buying a team that came on board to help us implement and solution that was really good to work together to learn both what aviatrix had to offer as well as enhancements that we had to bring that aviatrix was able to put into their product and meet our needs even better aviatrix was a joy to find because they really provided us the technology that we needed in order to provide multi cloud connectivity that really added to the functionality that you can't get from the basically providing services we're taking our customers on a journey to simplify and optimize their IT maybe Atrix certainly has made my job much easier okay welcome back to altitude 2020 for the digital event for the live feed welcome back I'm John Ford with the cube with Steve Mulaney CEO aviatrix for the next panel from global system integrators the folks who are building and working with folks on their journey to multi cloud and cloud native networking we've got a great panel George Buckman with dxc and Derek Monahan with wwt welcome to the stage [Applause] [Music] okay you guys are the ones out there advising building and getting down and dirty with multi cloud and cloud native network and we just heard from the customer panel you can see the diversity of where people come in to the journey of cloud it kind of depends upon where you are but the trends are all clear cloud native networking DevOps up and down the stack this has been the main engine what's your guys take of the disk Jerry to multi cloud what do you guys seeing yeah it's it's critical I mean we're seeing all of our enterprise customers enter into this they've been through the migrations of the easy stuff you know now they're trying to optimize and get more improvement so now the tough stuffs coming on right and you know they need their data processing near where their data is so that's driving them to a multi cloud environment okay we heard some of the edge stuff I mean you guys are exactly you've seen this movie before but now it's a whole new ballgame what's your take yeah so I'll give you a hint so our practice it's not called the cloud practice it's the multi cloud practice and so if that gives you a hint of how we approach things it's very consultative and so when we look at what the trends are let's look a little year ago about a year ago we're having conversations with customers let's build a data center in the cloud let's put some VP C's let's throw some firewalls with some DNS and other infrastructure out there and let's hope it works this isn't a science project so what we're trying to see is customers are starting to have more of a vision and we're helping with that consultative nature but it's totally based on the business and you got to start understanding how the lines of business are using the and then we evolved into the next journey which is a foundational approach to what are some of the problem statement customers are solving when they come to you what are the top things that are on their my house or the ease of use of Julie all that stuff but what specifically they digging into yeah so complexity I think when you look at a multi cloud approach in my view is network requirements are complex you know I think they are but I think the approach can be let's simplify that so one thing that we try to do this is how we talk to customers is let's just like you simplify an aviatrix simplifies the automation orchestration of cloud networking we're trying to simplify the design the planning implementation of infrastructure across multiple workloads across multiple platforms and so the way we do it is we sit down we look at not just use cases and not just the questions in common we tis anticipate we actually build out based on the business and function requirements we build out a strategy and then create a set of documents and guess what we actually build in the lab and that lab that we platform we built proves out this reference architecture actually works absolutely we implement similar concepts I mean we they're proven practices they work great so well George you mentioned that the hard part's now upon us are you referring to networking what is specifically were you getting at Terrance's the easy parts done now so for the enterprises themselves migrating their more critical apps or more difficult apps into the environments you know they've just we've just scratched the surface I believe on what enterprises are doing to move into the cloud to optimize their environments to take advantage of the scale and speed to deployment and to be able to better enable their businesses so they're just now really starting the - so do you get you guys see what I talked about them in terms of their Cambrian explosion I mean you're both monster system integrators with you know top fortune enterprise customers you know really rely on you for for guidance and consulting and so forth and boy they're networks is that something that you you've seen I mean does that resonate did you notice a year and a half ago and all of a sudden the importance of cloud for enterprise shoot up yeah I mean we're seeing it not okay in our internal environment as you know we're a huge company or as customers so we're experiencing that internal okay and every one of our other customers so I have another question oh but I don't know the answer to this and the lawyer never asks a question that you don't know the answer to but I'm gonna ask it anyway DX c + w WT massive system integrators why aviatrix yep so great question Steve so I think the way we approach things I think we have a similar vision a similar strategy how you approach things how we approach things that world by technology number one we want to simplify the complexity and so that's your number one priorities let's take the networking let's simplify it and I think part of the other point I'm making is we have we see this automation piece as not just an afterthought anymore if you look at what customers care about visibility and automation is probably the top three maybe the third on the list and I think that's where we see the value and I think the partnership that we're building and what I would I get excited about is not just putting yours in our lab and showing customers how it works is Co developing a solution with you figuring out hey how can we make this better right visibility's a huge thing jump in security alone network everything's around visibility what automation do you see happening in terms of progression order of operations if you will it's a low-hanging fruit what are people working on now what are what are some of the aspirational goals around when you start thinking about multi cloud and automation yep so I wanted to get back to answer that question I want to answer your question you know what led us there and why aviatrix you know in working some large internal IT projects and and looking at how we were gonna integrate those solutions you know we like to build everything with recipes where network is probably playing catch-up in the DevOps world but with a DevOps mindset looking to speed to deploy support all those things so when you start building your recipes you take a little of this a little of that and you mix it all together well when you look around you say wow look there's this big bag of a VHS let me plop that in that solves a big part of my problems that I have to speed to integrate speed to deploy and the operational views that I need to run this so that was 11 years about reference architectures yeah absolutely so you know they came with a full slate of reference textures already the out there and ready to go that fit our needs so it's very very easy for us to integrate those into our recipes what do you guys think about all the multi vendor interoperability conversations that have been going on choice has been a big part of multi-cloud in terms of you know customers want choice they didn't you know they'll put a workload in the cloud that works but this notion of choice and interoperability is become a big conversation it is and I think our approach and that's why we talk to customers is let's let's speed and be risk of that decision making process and how do we do that because the interoperability is key you're not just putting it's not just a single vendor we're talking you know many many vendors I mean think about the average number of cloud application as a customer uses a business and enterprise business today you know it's it's above 30 it's it's skyrocketing and so what we do and we look at it from an interoperability approach is how do things interoperate we test it out we validate it we build a reference architecture it says these are the critical design elements now let's build one with aviatrix and show how this works with aviatrix and I think the the important part there though is the automation piece that we add to it in visibility so I think the visibility is what's what I see lacking across the industry today and the cloud needed that's been a big topic okay in terms of aviatrix as you guys see them coming in they're one of the ones that are emerging and the new brands emerging but multi-cloud you still got the old guard incumbents with huge footprints how our customers dealing with that that kind of component and dealing with both of them yeah I mean where we have customers that are ingrained with a particular vendor and you know we have partnerships with many vendors so our objective is to provide the solution that meets that client and you they all want multi vendor they all want interoperability correct all right so I got to ask you guys a question while we were defining day two operations what does that mean I mean you guys are looking at the big business and technical components of architecture what does day to Operations mean what's the definition of that yeah so I think from our perspective my experience we you know day to operations whether it's it's not just the you know the orchestration piece and setting up and let it a lot of automate and have some you know change control you're looking at this from a data perspective how do I support this ongoing and make it easy to make changes as we evolve the the the cloud is very dynamic the the nature of how the fast is expanding the number of features is astonish trying to keep up to date with a number of just networking capabilities and services that are added so I think day to operation starts with a fundable understanding of you know building out supporting a customer's environments and making it the automation piece easy from from you know a distance I think yeah and you know taking that to the next level of being able to enable customers to have catalog items that they can pick and choose hey I need this network connectivity from this cloud location back to this on pram and being able to have that automated and provisioned just simply by ordering it for the folks watching out there guys take a minute to explain as you guys are in the trenches doing a lot of good work what are some of the engagement that you guys get into how does that progress what is that what's what happens do they call you up and say hey I need some multi-cloud or you're already in there I mean take us through why how someone can engage to use a global si to come in and make this thing happen what's looks like typical engagement look like yeah so from our perspective we typically have a series of workshops in a methodology that we kind of go along the journey number one we have a foundational approach and I don't mean foundation meaning the network foundation that's a very critical element we got a factor in security we've got a factor in automation so we think about foundation we do a workshop that starts with education a lot of times we'll go in and we'll just educate the customer what is VP she's sharing you know what is a private Lincoln or how does that impact your business we have customers I want to share services out in an ecosystem with other customers and partners well there's many ways to accomplish that so our goal is to you know understand those requirements and then build that strategy with them thoughts Georgia yeah I mean I'm one of the guys that's down in the weeds making things happen so I'm not the guy on the front line interfacing with the customers every day but we have a similar approach you know we have a consulting practice that will go out and and apply their practices to see what those and when do you parachute in yeah and when I then is I'm on the back end working with our offering development leads for the networking so we understand or seeing what customers are asking for and we're on the back end developing the solutions that integrate with our own offerings as well as enable other customers to just deploy quickly to beep their connectivity needs it so the patterns are similar right final question for you guys I want to ask you to paint a picture of what success looks like and you know the name customers didn't forget in reveal kind of who they are but what does success look like in multi-cloud as you paint a picture for the folks here and watching on the live stream it's someone says hey I want to be multi-cloud I got to have my operations agile I want full DevOps I want programmability security built in from day zero what does success look like yeah I think success looks like this so when you're building out a network the network is a harder thing to change than some other aspects of cloud so what we think is even if you're thinking about that second cloud which we have most of our customers are on to public clouds today they might be dabbling in that as you build that network foundation that architecture that takes in consideration where you're going and so once we start building that reference architecture out that shows this is how to sit from a multi cloud perspective not a single cloud and let's not forget our branches let's not forget our data centers let's not forget how all this connects together because that's how we define multi-cloud it's not just in the cloud it's on Prem and it's off from and so collectively I think the key is also is that we provide them an hld you got to start with a high level design that can be tweaked as you go through the journey but you got to give a solid structural foundation and that that networking which we think most customers think as not not the network engineers but as an afterthought we want to make that the most critical element before you start the journey Jorge from your seed how do you success look for you so you know it starts out on these journeys often start out people not even thinking about what is gonna happen what what their network needs are when they start their migration journey to the cloud so I want this success to me looks like them being able to end up not worrying about what's happening in the network when they move to the cloud good point guys great insight thanks for coming on share and pen I've got a round of applause the global system integrators Hey [Applause] [Music] okay welcome back from the live feed I'm chef for with the cube Steve Eleni CEO of aviatrix my co-host our next panel is the aviatrix certified engineers also known as aces this is the folks that are certified their engineering they're building these new solutions please welcome Toby Foster min from Attica Stacy linear from Teradata and Jennifer Reid with Victor Davis to the stage I was just gonna I was just gonna rip you guys see where's your jackets and Jen's got the jacket on okay good love the aviatrix aces pile of gear they're above the clouds towards a new heights that's right so guys aviatrix aces love the name I think it's great certified this is all about getting things engineered so there's a level of certification I want to get into that but first take us through the day in the life of an ace and just to point out Stacey's a squad leader so he's like a Squadron Leader Roger and leader yeah Squadron Leader so he's got a bunch of aces underneath him but share your perspective day-in-the-life Jennifer will start with you sure so I have actually a whole team that works for me both in the in the North America both in the US and in Mexico and so I'm eagerly working to get them certified as well so I can become a squad leader myself but it's important because one of the the critical gaps that we've found is people having the networking background because they're you graduate from college and you have a lot of computer science background you can program you've got Python but now working in packets they just don't get and so just taking them through all the processes that it's really necessary to understand when you're troubleshooting is really critical mm-hmm and because you're gonna get an issue where you need to figure out where exactly is that happening on the network you know is my my issue just in the VP C's and on the instance side is a security group or is it going on print and this is something actually embedded within Amazon itself I mean I should troubleshot an issue for about six months going back and forth with Amazon and it was the vgw VPN because they were auto-scaling on two sides and we ended up having to pull out the Cisco's and put in aviatrix so I could just say okay it's fixed and I actually actually helped the application teams get to that and get it solved yeah but I'm taking a lot of junior people and getting them through that certification process so they can understand and see the network the way I see the network I mean look I've been doing this for 25 years when I got out when I went in the Marine Corps that's what I did and coming out the network is still the network but people don't get the same training they get they got in the 90s it's just so easy just write some software they work takes care of itself yes he'll be we'll come back to that I want to come back to that problem solve with Amazon but Toby I think the only thing I have to add to that is that it's always the network fault as long as I've been in network have always been the network's fault sure and I'm even to this day you know it's still the network's fault and part of being a network guy is that you need to prove when it is and when it's not your fault and that means you need to know a little bit about a hundred different things to make that and now you've got a full stack DevOps you got to know a lot more times another hundred and these times are changing they see your squadron leader I get that right what is what is a squadron leader first can you describe what it is I think it probably just leading all the network components of it but are they from my perspective when to think about what you asked them was it's about no issues and no escalation soft my day is like that's a good outcome that's a good day it's a good day Jennifer you mentioned the Amazon thing this brings up a good point you know when you have these new waves come in you have a lot of new things newly use cases a lot of the finger-pointing it's that guys problem that girls problem so what is how do you solve that and how do you get the young guns up to speed is there training is that this is where the certification comes in those where the certification is really going to come in I know when we we got together at reinvent one of the the questions that that we had with Stephen the team was what what should our certification look like you know she would just be teaching about what aviatrix troubleshooting brings to bear but what should that be like and I think Toby and I were like no no no that's going a little too high we need to get really low because the the better someone can get at actually understanding what actually happening in the network and and where to actually troubleshoot the problem how to step back each of those processes because without that it's just a big black box and they don't know you know because everything is abstracted in Amazon Internet and Azure and Google is substracted and they have these virtual gateways they have VPNs that you just don't have the logs on it's you just don't know and so then what tools can you put in front of them of where they can look because there are full logs well as long as they turned on the flow logs when they built it you know and there's like each one of those little things that well if they'd had decided to do that when they built it it's there but if you can come in later to really supplement that with training to actual troubleshoot and do a packet capture here as it's going through then teaching them how to read that even yeah Toby we were talking before he came on up on stage about your career you've been networking all your time and then you know you're now mentoring a lot of younger people how is that going because the people who come in fresh they don't have all the old war stories they don't know you talk about you know that's dimmer fault I walk in Mayr feet in the snow when I was your age I mean it's so easy now right they say what's your take on how you train the young P so I've noticed two things one is that they are up to speed a lot faster in generalities of networking they can tell you what a network is in high school level now where I didn't learn that too midway through my career and they're learning it faster but they don't necessarily understand why it's that way or you know everybody thinks that it's always slash 24 for a subnet and they don't understand why you can break it down smaller why it's really necessary so the the ramp up speed is much faster for these guys that are coming in but they don't understand why and they need some of that background knowledge to see where it's coming from and why is it important and that's old guys that's where we thrive Jennifer you mentioned you you got in from the Marines health spa when you got into networking how what was it like then and compare it now most like we've heard earlier static versus dynamic don't be static cuz back then you just said the network you got a perimeter yeah no there was no such thing ya know so back in the day I mean I mean we had banyan vines for email and you know we had token ring and I had to set up token ring networks and figure out why that didn't work because how many of things were actually sharing it but then actually just cutting fiber and running fiber cables and dropping them over you know shelters to plug them in and oh crap they swung it too hard and shattered it now I gotta be great polished this thing and actually shoot like to see if it works I mean that was the network current five cat 5 cables to run an Ethernet you know and then from that just said network switches dumb switches like those were the most common ones you had then actually configuring routers and you know logging into a Cisco router and actually knowing how to configure that and it was funny because I had gone all the way up and was a software product manager for a while so I've gone all the way up the stack and then two and a half three years ago I came across to to work with entity group that became Victor Davis but we went to help one of our customers Avis and it was like okay so we need to fix the network okay I haven't done this in 20 years but all right let's get to it you know because it really fundamentally does not change it's still the network I mean I've had people tell me well you know when we go to containers we will not have to worry about the network and I'm like yeah you don't I do and then with this within the program abilities it really interesting so I think this brings up the certification what are some of the new things that people should be aware of that come in with the aviatrix ace certification what are some of the highlights can you guys share some of the some of the highlights around the certifications I think some of the importance is that it's it doesn't need to be vendor specific for network generality or basic networking knowledge and instead of learning how Cisco does something or how Palo Alto does something we need to understand how and why it works as a basic model and then understand how each vendor has gone about that problem and solved it in a general that's true in multi cloud as well you can't learn how cloud networking works without understanding how AWS integer and GCP are all slightly the same but slightly different and some things work and some things don't I think that's probably the number one take I think having a certification across clouds is really valuable because we heard the global si you help the business issues what does it mean to do that is it code is that networking is it configuration is that aviatrix what is the amine oxy aviatrix is a certification but what is it about the multi cloud that makes it multi networking and multi vendor and easy answer is yes so you got to be a general let's go to your hands and all you have to be it takes experience because it's every every cloud vendor has their own certification whether that's hops and [Music] advanced networking and advanced security or whatever it might be yeah they can take the test but they have no idea how to figure out what's wrong with that system and the same thing with any certification but it's really getting your hands in there and actually having to troubleshoot the problems you know actually work the problem you know and calm down it's going to be okay I mean because I don't know how many calls I've been on or even had aviatrix join me on it's like okay so everyone calm down let's figure out what's happening it's like we've looked at that screen three times looking at it again it's not going to solve that problem right but at the same time you know remaining calm but knowing that it really is I'm getting a packet from here to go over here it's not working so what could be the problem you know and actually stepping them through those scenarios but that's like you only get that by having to do it you know and seeing it and going through it and then I have a question so we you know I just see it we started this program maybe six months ago we're seeing a huge amount of interest I mean we're oversubscribed on all the training sessions we've got people flying from around the country even with coronavirus flying to go to Seattle to go to these events were oversubscribed a good is that watching leader would put there yeah something that you see in your organizations are you recommending that to people do you see I mean I'm just I would guess I'm surprised I'm not surprised but I'm really surprised by the demand if you would of this multi-cloud network certification because it really isn't anything like that is that something you guys can comment on or do you see the same things in your organization's I say from my side because we operate in the multi cloud environment so it really helps an official for us I think I would add that networking guys have always needed to use certifications to prove that they know what they know it's not good enough to say yeah I know IP addresses or I know how a network works and a couple little check marks or a little letters buying helps give you validity so even in our team we can say hey you know we're using these certifications to know that you know enough of the basics enough of the understandings that you have the tools necessary right so okay I guess my final question for you guys is why an eighth certification is relevant and then second part is share what the livestream folks who aren't yet a certified or might want to jump in to be AVH or certified engineers why is it important so why is it relevant and why shouldn't someone want to be an ace-certified I'm used to right engineer I think my views a little different I think certification comes from proving that you have the knowledge not proving that you get a certification to get no I mean they're backwards so when you've got the training and the understanding and the you use that to prove and you can like grow your certification list with it versus studying for a test to get a certification and have no understanding it okay so that who is the right person that look at this is saying I'm qualified is it a network engineer is it a DevOps person what's your view you know is it a certain you know I think cloud is really the answer it's the as we talked like the edge is getting eroded so is the network definition getting eroded we're getting more and more of some network some DevOps some security lots and lots of security because network is so involved in so many of them that's just the next progression I don't say I expend that to more automation engineers because we have those nails probably well I think that the training classes themselves are helpful especially the entry-level ones for people who may be quote-unquote cloud architects but I've never done anything and networking for them to understand why we need those things to really work whether or not they go through to eventually get a certification is something different but I really think fundamentally understanding how these things work it makes them a better architect makes some better application developer but even more so as you deploy more of your applications into the cloud really getting an understanding even from our people who've tradition down on prime networking they can understand how that's going to work in the cloud too well I know we got just under 30 seconds left but I want to get one more question than just one more for the folks watching that are you may be younger that don't have that networking training from your experiences each of you can answer why is it should they know about networking what's the benefit what's in it for them motivate them share some insights and why they should go a little bit deeper in networking Stacey we'll start with you we'll go down let's say it's probably fundamental right if you want to deliver solutions no we're going use the very top I would say if you fundamental of an operating system running on a machine how those machines talk together as a fundamental change is something that starts from the base and work your way up right well I think it's a challenge because you've come from top-down now you're gonna start looking from bottom up and you want those different systems to cross communicate and say you've built something and you're overlapping IP space not that that doesn't happen but how can I actually make that still operate without having to reappear e-platform it's like those challenges like those younger developers or sis engineers can really start to get their hands around and understand those complexities and bring that forward in their career they got to know the how the pipes are working you guys know what's going some plumbing that's right and they gotta know how it works I had a code it it's right awesome thank you guys for great insights ace certain ABS your certified engineers also known as aces give a round of applause thank you okay all right that concludes my portion thank you Steve thanks for have Don thank you very much that was fantastic everybody round of applause for John for you yeah so great event great event I'm not gonna take long we got we've got lunch outside for that for the people here just a couple of things just call to action right so we saw the aces you know for those of you out on the stream here become a certified right it's great for your career it's great for not knowledge is is fantastic it's not just an aviatrix thing it's gonna teach you about cloud networking multi-cloud networking with a little bit of aviatrix exactly what the Cisco CCIE program was for IP network that type of the thing that's number one second thing is is is is learn right so so there's a there's a link up there for the four to join the community again like I started this this is a community this is the kickoff to this community and it's a movement so go to what a v8 community aviatrix comm starting a community a multi cloud so you know get get trained learn I'd say the next thing is we're doing over a hundred seminars in across the United States and also starting into Europe soon will come out and will actually spend a couple hours and talk about architecture and talk about those beginning things for those of you on the you know on the livestream in here as well you know we're coming to a city near you go to one of those events it's a great way to network with other people that are in the industry as well as to start to learn and get on that multi-cloud journey and then I'd say the last thing is you know we haven't talked a lot about what aviatrix does here and that's intentional we want you you know leaving with wanting to know more and schedule get with us in schedule a multi our architecture workshop session so we we sit out with customers and we talk about where they're at in that journey and more importantly where they're going and define that end state architecture from networking compute storage everything and everything you heard today every panel kept talking about architecture talking about operations those are the types of things that we solve we help you define that canonical architecture that system architecture that's yours so for so many of our customers they have three by five plotted lucid charts architecture drawings and it's the customer name slash aviatrix arc network architecture and they put it on their whiteboard that's what what we and that's the most valuable thing they get from us so this becomes their twenty-year network architecture drawing that they don't do anything without talking to us and look at that architecture that's what we do in these multi hour workshop sessions with customers and that's super super powerful so if you're interested definitely call us and let's schedule that with our team so anyway I just want to thank everybody on the livestream thank everybody here hopefully it was it was very useful I think it was and joined the movement and for those of you here join us for lunch and thank you very much [Applause] [Music] you

from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hello everyone and welcome to this week's wiki bond cube insights powered by ETR in this breaking analysis we want to dig into the so called multi-cloud arena some of the questions we're getting from our community are what is a multi cloud did we really need it what problems does multi-cloud solve and importantly what problems does it create how is this thing called multi cloud likely to evolve and who are some of the key players to watch how do they stack up relative to each other you know recently I got a couple of interesting questions from a customer that says I have all this AI action going on and doing sophisticated modeling and this data lives and oh clouds all over the place how do I cross connect to the data and the workloads that are running on these clouds with the consistence this consistent experience of what our other customers doing another question came up in the community today is there a financial advantage to multi cloud or is it just about avoiding lock-in so I'm gonna take a stab at addressing these questions so first of all let's look at some of the noise that's going on in the marketplace and try to extract a little signal every vendor especially the ones who don't own a cloud are touting this thing called multi cloud and they tell us that customers want to avoid lock-in and organizations want seamless integration across clouds and they say we the vendor are uniquely qualified to deliver that capability although as you can see here in for a not everybody agrees because some feel that multi cloud is less secure more complicated in higher cost now the reality is that one two and three are true as is for a to a certain degree but generally I would say that multi cloud to date is more of a symptom of multi vendor then a clear strategy but that's beginning to change and there's a substantial opportunity out there for anyone to win so let's explore this a little bit and an exclusive sit-down with aunty Jessie prior to reinvent 2019 John Fourier got Jessie to talk about this trend here's what he said we have a large number of companies who have gone all-in on AWS and that's growing but there's gonna be other companies who decide that they're going to use multiple clouds for different reasons you wouldn't have to say that the vast majority of organizations pursuing cloud tend to pick a predominant provider that it's not a 50/50 scenario it's rather it's more like a 70/30 or 8020 or even a 90/10 faria went on to write somewhat paraphrasing I think Jesse in my view it's not hard to find the reasons for using multiple clouds right is M&A there's shadow IT there's developer preference but it's really not multi cloud by design it's just more of the same Enterprise IT mishmash that we've seen for decades so I generally have to say I agree with that but it is changing and I want to dig into that a bit so first let me recap the basic premise that we work off of first cloud is winning in the marketplace we know this building data centers is not the best use of capital unless you're a data center operator or a hyper scaler or you know maybe a SAS provider maybe so more and more work is going to continue to move to the cloud this was pretty much the first wave of cloud if you will a cloud of remote infrastructure services for very obvious workloads like web test dev analytics and certain SAS offerings the second wave of cloud which we've been talking about for 15 years was or should I say is a hybrid connecting remote cloud services to on-prem workloads and the third wave which is really hitting somewhat in parallel is this thing that we call multi cloud now it's not a perfect analogy but these multi generational waves remind us of the early days of networking now some of you may remember that years ago the industry was comprised of multiple dominant vendors that control their own proprietary network stacks for example IBM had SN a digital or deck had decnet all the many computer vendors had their own proprietary nets now in the early to mid-1980s the OSI model emerged with the objective of creating interoperability amongst all these different communication systems and the idea was we're going to standardize on protocols and the model had seven layers all the way from the physical layer through the application but really in reality was a pipe dream because we were way too complicated and and it sort of assumed that customers are gonna rip and replace their existing networks and then standardize on the OSI model now in reality that was never gonna happen however what it did is it open the door for new companies and you saw firms like Cisco and 3com emerged with tcp/ip and Ethernet becoming standardized and enabling connections between these systems and it totally changed the industry as we now know it so what does this have to do with multi-cloud well today you kind of have a similar situation with dominant public cloud leaders like AWS and azure and in this analogy they are the proprietary siloed networks of the past like IBM and digital they're more open obviously but still ultimately customers are going to put workloads on the right cloud for the right job and that includes putting work on Prem and connecting it to the public cloud with call it a substantially similar and ideally identical experience that's what we call hybrid now that's today's big wave and you're seeing it with Amazon's outposts and VMware and Amazon and Azure stack etc so while all this hybrid action is getting wired up customers are putting work into AWS and Azure and certainly Google and IBM cloud and the Oracle cloud and so forth now customers are wanting to connect across clouds with a substantially similar experience because that reduces cost and of course it speeds business outcomes that's what we call multi cloud now I'm not by any means suggesting that Amazon and Microsoft are gonna go the way of the mini computer vendors I don't believe that I think leaders today are much more savvy and tuned into how to surf the waves they're more paranoid and they're frankly just smarter than back in the 70s and 80s but it's not a rite of passage if they ignore the trends they will face challenges that could become driftwood so you're seeing the emergence of some of the moves from the vendor crowd the big whales connecting their infrastructure like AWS and VMware and Microsoft and Oracle quite interesting and IBM Red Hat with everybody cisco Dell HPE with everyone Google with anthos and a lot of other players all are trying to stake a claim in this hybrid and multi cloud world but you also have these emerging players that are innovators companies like CrowdStrike in security cumulant in the backup space and many dozens of well-funded players looking to grab a share of this multi cloud pie and it's worth pointing out that they're all kind of going gaga over kubernetes now of course this makes sense because kubernetes has emerged as a standard it's certainly very popular with developers why because it enables portability and allows them to package applications and of course all they're related to tendencies around those applications and then hand that app off for testing or deployment and it's gonna behave in the exact same way as when they ran it locally this we've seen and we know this but I want to share something I had a great conversation with Bernard golden yesterday and he made an excellent point about well you know kubernetes and containers he said this portability is a necessary but insufficient condition for multi cloud to succeed you still have to have an integrated management approach to security ID management monitoring performance reporting and end get into cross-training of people and skills etc ok I want to shift gears and as always I want to dig into these segments and bring in the et our perspective now pretty sure ETR is a lot of data on multi cloud from their ven meetings and other surveys but what I've done today is pulled some data that I'm using is indicators or proxies for multi cloud so I can't go out and buy me some multi cloud today it doesn't really exist in that form so what we have to do is highlight some of the trends in the data and draw some inferences from that so let's take a look at this chart what it shows is the relative position of a number of companies that my view are participating in the multi cloud arena the chart plots these companies showing net score or remember spending momentum on the y-axis and we've just opposed that to what's called market share on the x-axis market share is a measure of pervasiveness in the data set and what we've done is we've filtered on three sectors cloud container orchestration and container platforms using that as a proxy for multi cloud so these are buyers 791 of them as you can see by the end who are spenders in these three areas and we're isolating on select group of names and as a last filter we selected only companies with 50 or more results in the data set from this survey and we're using this as a multi cloud sector proxy so let me make a couple of comments here first I know kubernetes is not a company but ETR captures spending on kubernetes it's one of the hottest areas in the data set with a nearly 82% net score so we're capturing that as a reference point the next thing I want to say is you can see the big cloud players Azure and AWS and once again as in previous breaking analysis segments we see those two look they're leaders they're out the lead both companies showing very very strong momentum from a net score standpoint now AWS you might say why are you including a diversity if they don't explicitly have a multi cloud offering but in my view you cannot talk about multi cloud without including the leading cloud supplier you also see Google not so much in the market share of the big two but Google's showing strong net score we've talked about that before and they're very well positioned in multi cloud with anthos there behind their playing cloud agnostic to try to catch up again remember this is a proxy that we are running it's not necessarily a reflection of firms specific multi cloud offerings it's an indicator based on the filters that we've run now let's take a look at some of the others rubric the data protection specialists and CrowdStrike was a security darling they show some real strengths both have multi cloud offerings and they have strategies around their look at how she Corp they stand out as an important player in our view as they provide developer tooling to run secure and and deploy applications across clouds VMware cloud is I believe it's a vfc VMware cloud foundation and it's right there in the mix and you can also see fortunate in there as well executing from a security position I talked about them last week in my braking analysis they have a nice cloud portfolio and they're benefiting from execution strong execution let me call your attention to IBM in Red Hat Red Hat OpenShift look at their respective positions on this chart IBM spending velocity or net score is low but Red Hat has quite strong spending velocity and this is CEO Arvind Krishna's opportunity leverage IBM's large install based presence shown here as market share or pervasiveness and bring red hat to the right and leverage open shifts coolness to increase IBM's relevance and elevate it elevated spending velocity if arvind can make the kind of progress that i'm showing here in this picture he'll end up being CEO of the decade but that really is IBM's opportunity you can also see I put Oracle in the chart as well because of their multi cloud relationship with Microsoft which which I actually think has great potential for running mission-critical Oracle databases as I've noted many times I've you know IBM and Oracle both have clouds they're in the cloud game there are hyper scalar clouds but they have very large installed software franchises why is that important because it insulates them from the I ass ix knife fight and the pricing pressures that are putting forth by the hyper scalars the finally I have to mention Cisco I've said many times comes at multi cloud from a position of strength and networking and of course security they've got a huge market presence and not without challenges but they clearly are a player here ok now let's go on and look at some similar proxy data basically the same cut isolated on a few big players participating in multi cloud so again same cut as before but this is this shows a time series isolating on some of those Biggie's showing their net score or spending momentum in cloud and container related sectors that I talked about you got Azure leading GCP showing momentum IBM Red Hat with open shift and VMware all with solid net scores that are in the green cisco not as strong from a net score or spending velocity standpoint but it's shared in or presence in the data set is significant in this cut so two takeaways here really are one this is a wide-open race it's jump ball you really can't pick a winner yet and to each is gonna come at this from their own unique position of strength which brings me to how we see this space evolving this simple chart here really shows how we see the multi cloud infrastructure stack emerging starting at the bottom we show in the stack networking you gotta have networking to cross connect clouds and this is where cisco you has to win the day not optional for them some big players are going after the control plane including Microsoft arc Google with anthos VMware with tans ooh IBM Red Hat and we think eventually AWS is a possibility to enter that game on the data plane you got some big whales like Dell EMC you got NetApp you've got HPE at IBM the big storage players as well you have specialists like pure who's doing some interesting things in block in the cloud and cumulonimbus mention you have a bunch of companies like Veritas cohesive the rubric vMac TIFIA is gonna be in there CommVault I mentioned Klum EO before IBM is another one you got a whole bunch of folks in networking big portfolio plays from the likes of Cisco I said to network I met security from Cisco Palo Alto fortunate along with many of the security specialists we've highlighted in the past like CrowdStrike and there are many many others now on the leftmost side of this chart is really interesting we showed the full stack interconnects here we're referring to the direct cloud to cloud connections in functions up and down the entire stack examples here are AWS VMware yes that hybrid but also emerging at the edge and Microsoft and Oracle so the bottom line is we're seeing a battle brewing between the big companies with larger appetites gobbling up major portions of the market with integrated suites that are playing out within each layer of the stack competing with smaller and nimble players that are delivering best to breed function along those stack layers all right let me summarize so here are the questions that I said I would answer let's see how I did what the heck is multi cloud well let me first say it feels like everything in IT is additive what do I mean by that well we never get rid of stuff you keep things forever think about it the typical enterprise has multiple data centers they get many SAS providers more likely they have you know more than one Iast provider and they're starting to think about what should I do with the edge there is no standard for hybrid or multi cloud deployments you talk to 100 customers and you're gonna hear 120 or 150 or 300 different environments and several orders of magnitude of challenges that they face do we really need multi-cloud not an ideal world no we wouldn't need multi cloud but we talked about how we got here earlier how real is it how real is multi cloud now look companies use multiple clouds it's is it easy to do things across scope these clouds no so it's one of these problems that the industry is created that it can now make money fixing it's a vicious cycle I know but so goes the enterprise IT business what problems does it does multi-cloud solve and create look the goal of multi cloud should be that it creates more value than just the sum of the individual parts and that is clearly not happening yet in my opinion moving data around is a problem so ultimately the value comes from being able to bring cloud services to data that resides all over the place and as Bernard golden implied even with kubernetes the experience is far from seamless so we understand that technology created this problem and IT people processes and technology will be asked to clean up the crime scene as I often say it's a common story in enterprise tech we talked about how multi-cloud will evolve along a stack that it comprises specialists and big companies with very big appetites my opinion is that multi-cloud will evolve as a mishmash and vendor relationships the right tools for the right job the edge IT and OT tensions mergers and acquisitions these are gonna create even a bigger mess down the road we have well-funded companies that are exceedingly capable in this business and the leaders are gonna get their fair share cloud is a trillion-dollar market opportunity and there will not be in my opinion a winner-take-all and multi cloud so who wins like I've tried to lay out some of the leaders within different parts of the stack but there's way more to this story I do believe that the cloud players are well positioned why cuz they're they invented cloud EWS and others who followed right now Microsoft and Google are playing actively in that market but I definitely think AWS will I that space but I think VMware Red Hat IBM Cisco etc some of this from the respective positions of strength and I've sort of they have the added benefit of being cloud semi agnostic because generally they're not wed to a hyper scale cloud you know IBM as a cloud oracle as a cloud but it's on a hyper scale cloud and as always there's specialists that are gonna solve problems that are too small initially for the big whales to see so they get a leader lead bleed to market advantage but those opportunities can grow over time and allow these guys to reach escape velocity now so I'll say multi-cloud in and of itself is I believe an opportunity one that will be attacked from a position of strength within the stack and there are opportunities to be specialists up and down that stack the Akashi Corp alright this is Dave Volante for wiki bonds cube insights powered by ETR thanks for watching this breaking analysis and remember these episodes are available as podcasts you can check it out as you're driving your car wherever you listen to two podcasts you can connect with me at David Villante at Silicon angle calm or at D Volante on Twitter or please comment on my LinkedIn posts thanks for watching everyone we'll see you next time [Music]

live from Barcelona Spain it's the cube covering Cisco live 2020 rot to you by Cisco and its ecosystem partners welcome back over 17,000 in attendance here for Cisco live 2020 in Barcelona ops 2 min and my co-host is Dave Volante and to help us to dig in to of course one of the most important topic of the day of course that security we're thrilled to have back a distinguished engineer Francisco one of our cube alumni TK kia nini TK thanks so much for joining us ideal man good good all right so TK it's 2020 it's a new decade we know the bad actors are still out there they're there the the question always is you know it used to be you know how do you keep ahead of them then I've here Dave say many times well you know it's not you know when it's it's not if it's when you know you probably already have been ok you know compromise before so it gives latest so you know what you're seeing out there what you're talking to customers about in this important space yeah it's it's kind of an innovation spiral you know we we innovate we make it harder for them and then they innovate they make it harder for us right and round and round we go that's been going on for for many years I think I think the most significant changes that have happened recently have to deal with not essentially their objectives but how they go about their objectives and Defenders topologies have changed greatly instead of just your standard Enterprise you now have you know hybrid multi cloud and all these new technologies so while while all that innovation happens you know they get a little clever and they find weaknesses and round and round we go so we talked a lot about the sort of changing profile of the the threat actors gone from hacktivists to criminals now is a huge business and nation-states even what's that profile looked like today and how has that changed over the last decade or so you know that's pretty much stayed the same you know bad guys are bad guys at some point in time you know just how how they go about their business their techniques they're having to like I said innovate around you know we make it harder for them they you know on Monday we're safe on Tuesday we're not you know and then on Wednesday it switches again so so it talked about kind of this multi-cloud environment when we talked to customers it's like well I want the developer to be able to build their application and not really have to think too much underneath it that that has to have some unique challenges we know security we knew long ago well I just go to the cloud it doesn't mean they take care of it some things are there some things they're gonna remind you now you need to make sure you set certain things otherwise you could be there but how do we make sure that Security's baked in everywhere and is up as a practice that everybody's doing well I mean again some of the practices hold true no matter what the environment I think the big thing was cognitive is in back in the day when when you looked at an old legacy data center you were apart sort of administrator in your part detective most people don't even know what's running on there that's not true in cloud native environments some some llamó file some some declaration it's it's just exactly what production should look like right and then the machines instantiate production so you're doing things that machine scale forces the human scale people to be explicit and and for me I mean that's that's a breath of fresh air because once you're explicit then you take the mystery out of what you're protecting how about in terms of how you detect threats right phishing for credentials has become a huge deal but not just you know kicking down the door or smashing a window yeah using your your own credentials to get inside of your network so how is that affected the way in which you detect yeah it's it's a big deal you know a lot of a lot of technology has a dual use and what I mean by that is network cryptology you know that that whole crypto on the network has made us safer for us to compute over unsecure networks and unfortunately it works just as well for the bad guys so you know all of their malicious activity is now private to so it you know for us we just have to invent new ways of detecting direct inspection for instance I think is a thing of the past I mean we just can't depend on it anymore we have to have tools of inference and not only that but it's it's gave rise in a lot of innovation on behavioral science and as you say you know it's it's not that the attacker is breaking into your network anymore they're logging in okay what do you do then right Alice Alice's account it's not gonna set off the triggers so you have to say you know when did Alice start to behave differently you know she's working in accounting why is she playing around with the source code repository that's that's a different thing right yeah automation is such a big trend you know how do we make sure that automation doesn't leave us more vulnerable that's rarity because we need to be able automate we've gone beyond human scale for most of these configurations that's exactly right and and how do how do we I always say just with security automation in particular just because you can automate something doesn't mean you should and and you really have to go back and have practices you know you could argue that that this thing is just a you know machine scale automation you could do math on a legal pad or you can use a computer to do it right what so apply that to production if you mechanized something like order entry or whatever you're you're you're automating part of your business use threat modeling you use the standard threat modeling like you would your code the network is code now right and storage is code and everything is code so you know just automate your testing do your threat modeling do all that stuff please do not automate for your attacker matrix is here I want to go back to the Alice problem because you're talking about before you have to use inference so Alice's is in the network and you're observing her moves every day and then okay something anomalous occurs maybe she's doing something that normally she wouldn't do so you've got to have her profile in her actions sort of observed documented stored the data has got to be there and at the same time you want to make sure it's always that balance of putting handcuffs on people and you know versus allowing them to you know do their job and be productive at the same time as well you don't want to let the bad guys know that you know that alice is doing something that she didn't be doing is actually not Alice so all that complexity how are you dealing with it and what's the data model look like doing it machines help let's say that machines can help us you know you and I we have only so many sense organs and the cognitive brain can only store so many so much state machines really help us extend that and so you know looking at not three dimensions of change but 7000 dimensions have changed right something in the machine is going to say there's an outlier here that's interesting and you can get another machine to say that's that's interesting maybe I should focus on that you build these analytical pipelines so that at the end of it you know they may argue with each other all the way to the end but at the end you have a very high fidelity indicator that might be at the protocol level it might be at the behavioral level it might be seven days back or thirty days back all these temporal and spatial dimensions it's really cheap to do it with a machine yeah and if we could stay on that for a second so it I've tried to understand I know that's a high level example but is it best practice to have the Machine take action or is it is it an augmentation and I know it depends on the use case but but how is that sort of playing out again you have to do all of this safely okay a lot of things that machines do don't return back to human scale stuff that returns back to human scale that humans understand that is as useful so for instance if machines you know find out all these types of in assertions even in medical you know right now if if you've got so much telemetry going into the medical field say the machine tells you you have three weeks to live I mean you better explain what the heck you know how you came about that assertion it's the same with security you know if I'm gonna say look we're gonna quarantine your machine or we're gonna reimage this machine it's not I'm not like picking movies for you or the next song you might listen to this is high stakes and so when you do things like that your analytics needs to have what it's called entailment you have to explain what it is how you got to that assertion that's become incredibly important in how we measure our effectiveness in in doing analytics that's interesting because because you're using a lot of machine intelligence to do this and a lot of AI is blackbox you're saying you cannot endure that blackbox problem in security yeah that black box is is is very dangerous you know I you know personally I feel that you know things that should be open sourced this type of technology it's so advanced that the developer needs to understand that the tester needs to understand that certainly the customer needs to understand it you need to publish papers and be very very transparent with this domain because if it is in fact you know black box and it's given the authority to automate something like you know shut down the power or do things like that that's when things really start to get dangerous so good TK what wonder you know give us the latest on stealthWatch there you know Cisco's positioning when it when it comes to everything we've been talking about here you know stealthWatch again is it's been in market for quite some time it's actually been in market since 2001 and when I when I look back and see how much has changed you know how we've had to keep up with the market and again it's not just the algorithms rewrite for detection it's the environments have changed right but when did when did multi-cloud happen so so operating again cusp it's not that stealthWatch wants to go their customers are going there and they want the stealthWatch function across their digital business and so you know we've had to make advancements on the changing topology we've had to make advancements because of things like dark data you know the the network's opaque now right we have to have a lot of inference so we've just you know kept up and stayed ahead of it you know we've been spending a lot of time talking to developer communities and there's a lot of open-source tooling out there that that's helping enable developers specifically in security space you were talking about open-source earlier how does what you've been doing the stealthWatch intersect with that yeah that's always interesting too because there's been sort of a shift in in let's call them the cool kids right the cool kids um they want everything is code right so it's not about what's on glass or you know a single pane of glass anymore it's it's what stealth watches code right what's your router as code look at definitely definite is basically Cisco as code and it's beautiful because that is infrastructure as code I mean that is the future and so all the products not just stealthWatch have beautiful api's and that's that's really exciting I've been saying for a while now it's do you I think you agree is that that is a big differentiator for Cisco I think you you're one of the few if not the only large established player and the enterprise that has figured out that sort of infrastructure is code play others have tried and are sort of getting there but start-stop you use a term that really cool is like living off the land you know bear bear grylls like the guy who lives off the land so and and and threat actors are doing that now they're using your own installed software and tooling to hack you and steal from you how were you dealing with that problem yeah it's a tough one and like I said you know much respect the the adversary is talented and they're patient they're well funded okay that's that's where it starts and so you know why why bring why bring an interpreter to a host when there's already one there right why right all this complicated software distribution when I can just use yours and so that's that's where the play the game starts and and the most advanced threats aren't leaving footprints because the footprints are already there you know they'll get on a machine and behaviorally they'll check the cache to see what's hot and what's hot in the cache means that behaviorally it's a path they can go they're not cutting a new trail most of the time right so living off the land is not only the tools that they're using the automation your automation they're using against you but it's also behavioral and so that that makes it you know it makes it harder it's it impossible no can we make it harder for them yes so yeah I'm having fun and I've been doing this for over twenty five years every week it's something new well it's a hard problem you're attacking and you know Robert Herjavec who came of the cube sort of opened my eyes and you think about what are we securing we're securing everything I mean a critical infrastructure were essentially assured securing the entire global economy and he said something that really struck me since there's an 86 trillion dollar economy we spend point zero one four percent on securing that economy and that's nothing now of course he's an entrepreneur and he's pimping for his his business but it's true we are barely scratching the surface of this problem yeah and it's changing I mean it's changing it could it be better yes it is changing his board awareness well you know 20 years ago they then write me to a dinner party they you know what does your husband do I'd say you know cyber security or something they'd roll their eyes and change the subject now they asked me the same question so oh you know my computer's running really slow right these are not this is everyone I'm worried about a life hack yeah how do I protect myself or what about these company us the bank I mean that's guys a dinner table company every party so now now you know I just make something up I don't do cybersecurity I just I you know a tort or a jipner's you've been in this business forever I can't remember have I ever asked you the superhero question what is that your favorite superhero that's a tough one there's all the security guys I know they like always dreamed about saving the world [Laughter] you're my superhero man I love what you do I think you're a great asset for Cisco and Cisco's customers really Thanks TK give us a final word if people want to you know find out more about about what Cisco's doing read more what you're working on what's some of the best resources I have to go to do you know just drop by the web pages I mean everything's published out that like I said even even for the super nerdy you know we publish all our our lars security analytics papers I think we're over 50 papers published in the last 12 years TK thank you so much always a pleasure to catch it all right yeah I think they've traveled thank you so much for de Villante um Stu Mittleman John Fourier is also in the house we will be back with lots more coverage here from Cisco live 20/20 in Barcelona thanks for watching the keys

[Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] you [Music] [Applause] [Music] live from Barcelona Spain it's the cube covering Cisco live 2020 rot to you by Cisco and its ecosystem partners come back this is the cubes coverage of Cisco live 2020 here in Barcelona doing about three and a half days of wall-to-wall coverage here I'm Stu minim and my co-host for this segment is Dave Volante John furs also here scouring the floor and really happy to welcome to the program to first-time guests I believe so Ron Daris is the product manager of product marketing for cloud computing with Cisco and sitting to his left is Matt Ferguson who's director of product development also with the Cisco cloud group Dave and I are from Boston Matt is also from the Boston area yes and Costas is coming over from London so thanks so much for joining us thanks IBPS all right so obviously cloud computing something we've been talking about many years we've really found fascinating the relationship Cisco's had with its customers as well as through the partner ecosystem had many good discussions about some of the announcements this week maybe start a little bit you know Cisco's software journey and you know positioning in this cloud space right now yes oh so it's a it's a really interesting dynamic when we start transitioning to multi cloud and we actually deal with cloud and compute coming together and we've had whether you're looking at the infrastructure ops organization or whether you're looking at the apps operations or whether you're looking at you know your dev environment your security operations each organization has to deal with their angle at which they view you know multi cloud or they view how they actually operate within those the cloud computing context and so whether you're on the infrastructure side you're looking at compute you're looking at storage you're looking at resources if you're an app operator you're looking at performance you're looking at visibility assurance if you are in the security operations you're looking at maybe governance you're looking at policy and then when you're a developer you really sort of thinking about CI CD you're talking about agility and there's very few organizations like Cisco that actually is looking at from a product perspective all those various angles of multi-cloud yeah definitely a lot of piece of cost us maybe up level it for us a little bit there's there's so many pieces you know we talked for so long you know you don't talk to any company that doesn't have a cloud strategy doesn't mean that it's not going to change over time and it means every company's got at home positioning but talk about the relationship cisco has with its customer and really the advisory position that you want to have with them it's actually a very relevant question to what to what Matt is talking about because we talk a lot about multi cloud as a trend and hybrid clouds and this kind of relationship between the traditional view of looking at computing data centers and then expanding to different clouds you know public cloud providers have now amazing platform capabilities and if you think about it the the it goes back to what Matt said about IT ops and the development kind of efforts why is this happening really you know there's there's the study that we did with with an analyst and there was an amazing a shocking stat around how within the next three years organizations will have to support 50% more applications than they do now and we have been trying to test this stat our events that made customer meetings etc that is a lot of a lot of change for organizations so if you think about why are they use why do they need to basically what go and expand to those clouds is because they want to service IT Ops teams want ER servers with capabilities their developers faster right and this is where you have within the IT ops kind of theme organization you have the security kind of frame the compute frame the networking where you know Cisco has a traditional footprint how do you blend all this how do you bring all this together in a linear way to support individual unique application modernization efforts I think that's what are we hearing from customers in terms of the feedback and this is what influences our strategy to converts the different business units and engineering engineering efforts right couple years ago I have to admit I was kind of a multi cloud skeptic I always said I thought it was more of a symptom than actually a strategy a symptom of you know shadow IT and different workloads and so forth but now I'm kind of buying in because I think IT in particular has been brought in to clean up the crime scene I often say so I think it is becoming a strategy so if you could help us understand what you're hearing from customers in terms of their strategy toward the multi cloud and how Cisco that was mapping into that yeah so so when we talk to customers it comes back to the angle at which they're approaching the problem in like you said the shadow IT has been probably around for longer than anybody won't cares to admit because the people want to move faster organizations want to get their product out to market sooner and and so what what really is we're having conversations now about you know how do I get the visibility how do I get you know the policies and the governance so that I can actually understand either how much I'm spending in the cloud or whether I'm getting the actual performance that I'm looking for that I need the connectivity so I get the bandwidth and so these are the kinds of conversations that we have with customers is is is going I realize that this is going on now I actually have to now put some you know governance and controls around that is their products is their solutions is their you know they're looking to Cisco to help them through this journey because it is a journey because as much as we talk about cloud and you know companies that were born in the cloud cloud native there is a tremendous number of IT organizations that are just starting that journey that are just entering into this phase where they have to solve these problems yeah I agree and it's just starting the journey with a deliberate strategy as opposed to okay we got this this thing but if you think about the competitive landscape its kind of interesting and I want to try to understand where Cisco fits because again you you initially had companies that didn't know in a public cloud sort of pushing multi cloud and you'd say oh well okay so they have to do that but now you see anthos come out with Google you see Microsoft leaning in we think eventually AWS is going to lean in and then you say I'm kind of interested in working with someone whose cloud agnostic not trying to force now now Cisco a few years ago you didn't really think about Cisco as a player now so this goes right in the middle I have said often that Cisco's in a great position John Fourier as well to connect businesses and from a source of networking strength making a strong argument that we have the most cost-effective most secure highest performance network to connect clouds that seems to be a pretty fundamental strength of yours and does that essentially summarize your strategy and and how does that map into the actions that you're taking in terms of products and services that you're bringing to market I would say that I can I can I can take that ya know it's a chewy question for hours yeah so I I was thinking about a satellite in you mentioned this before and you're like okay that's you know the world is turning around completely because we we seem to talk about satellite e is something bad happening and now suddenly we completely forgot about it like let let free free up the developers gonna let them do whatever they want and basically that is what I think is happening out there in the market so all the solutions you mentioned in the go to market approaches and the architectures that the public cloud providers at least are offering out there certainly the big three have differences have their strengths and I think those strengths are closer to the developer environment basically you know if you're looking into something like a IML there's one provider that you go with if you're looking for a mobile development framework you're gonna go somewhere else if you're looking for a dr you're gonna go somewhere else maybe not a big cloud but your service provider that you've been dealing with all these all these times and you know that they have their accreditation that you're looking for so where does Cisco come in you know we're not a public cloud provider we offer products as a service from our data centers and our partners data centers but at the - at the way that the industry sees a cloud provider a public cloud like AWS a sure Google Oracle IBM etc we're not that we don't do that our mission is to enable organizations with software hardware products SAS products to be able to facilitate their connectivity security visibility observability and in doing business and in leveraging the best benefits from those clouds so we we kind of we kind of moved to a point where we flip around the question and the first question is who is your cloud provider what how many tell us the clouds you work with and we can give you the modular pieces you can put we can put together for you so there's so that you can make the best out of your plan it's been being able to do that across clouds we're in an environment that is consistent with policies that are consistent that represent the edicts of your organization no matter where your data lives that's sort of the the vision in the way this is translated into products into Cisco's product you naturally think about Cisco as the connectivity provider networking that's that's really sort of our you know go to in what we're also when we have a significant computing portfolio as well so connectivity is not only the connectivity of the actual wire between geographies point A to point B in the natural routing and switching world there's connectivity between applications between cute and so this week you know the announcements were significant in that space when you talk about the compute and the cloud coming together on a single platform that gives you not only the ability to look at your applications from a experience journey map so you can actually know where the problems might occur in the application domain you can actually then go that next level down into the infrastructure level and you can say okay maybe I'm running out of some sort of resource whether it's compute resource whether it's memory whether it's on your private cloud that you have enabled on Prem or whether it's in the public cloud that you have that application residing and then why candidly you have the actual hardware itself so inter-site it has an ability to control that entire stack so you can have that visibility all the way down to the hardware layer I'm glad you brought up some of the applications wonderful we can you know stay there for a moment and talk about some of the changing patterns for customers a lot of talk in the industry about cloud native often it gets conflated with you know microservices containerization and lots of the individual pieces there but you know one of our favorite things that been talked about this week is the software that really sits at the application layer and how that connects down through some of the infrastructure pieces so help us understand what you're hearing from customers and and where how you're helping them through this transition to constants as you were saying absolutely there's going to be lots of new applications more applications and they still have the the old stuff that they need to continue to manage because we know an IT nothing ever goes away that's that's definitely true I was I was thinking you know there's there's a vacuum at the moment and and there's things that Cisco is doing from from technology leadership perspective to fill that gap between the application what do you see when it comes to monitoring making sure your services are observable and how does that fit within the infrastructure stack you know everything upwards network the network layer base again that is changing dramatically some of the things that Matt touched upon with regards to you know being able to connect the the networking the security in the infrastructure the computer infrastructure that the developers basically are deploying on top so there's a lot of there's a lot of things on containerization there's a lot of in fact it's you know one part of the of the self-injure side of the stack that you mentioned and one of the big announcements you know that there's a lot of discussion in the industry around ok how does that abstract further the conversation on networking for example because that now what we're seeing is that you have huge monoliths enterprise applications that are being carved down into micro services ok they you know there's a big misunderstanding around what is cloud native is it related to containers different kind of things right but containers are naturally the infrastructure de facto currency for developers to deploy because of many many benefits but then what happens you know between the kubernetes layer which seems to be the standard and the application who's gonna be managing services talking to each other that are multiplying you know things like service mesh network service mess how is the network evolving to be able to create this immutable infrastructure for developers to deploy applications so there's so many things happening at the same time where cisco has actually a lot of taking a lot of the front seat this is where it gets really interesting you know it's sort of hard to squint through because you mentioned kubernetes is the de facto standard but it's a de-facto standard that's open everybody's playing with but historically this industry has been defined by you know a leader who comes out with a de facto standard kubernetes not a company right it's an open standard and so but there's so many other components than containers and so history would suggest that there's going to be another de facto standard or multiple standards that emerge and your point earlier is you you got to have the full stack you can't just do networking you can't just do certain few so you guys are attacking that whole pie so how do you think this thing will evolve I mean you guys are obviously intend to put out as Casta as wide a net as possible capture not only your existing install base but attractive attract others and you're going aggressively at it as are as are others how do you see it shaking out deep do you see you know four or five pockets do you see you know one leader emerging I mean customers would love all you guys to get together come up with standards that's not going to happen so we're it's jump ball right now well yeah and you think about you know to your point regarding kubernetes is not a company right it is it is a community driven I mean it was open source by a large company but it's but it's community driven now and that's the pace at which open source is sort of evolving there is so much coming at IT organizations from a new paradigm a new software something that's you know the new the shiny object that sort of everybody sort of has to jump on to and sort of say that is the way we're going to function so IT organizations have to struggle with this influx of just every coming at them and every angle and I think what's starting to happen is the management and the you know that stack who controls that or who is helping IT organizations to manage it for them so really what we're trying to say is there's elements that you have to put together that have to function and kubernetes is just one example docker the operating system that associated with it that runs all that stuff then you have the application that goes rides IDEs on top of it so now what we have to have is things like what we just announced this week HX ap the application platform for HX so you have the compute cluster but then you have the on top of that that's managed by an organization that's looking at the security that's looking at the the actual making opinions about what should go in the stock and managing that for you so you don't have to deal with that because you can just focus on the application development yeah I mean Cisco's in a strong position to do there's no question about it and to me it comes down to execution if you guys execute and deliver on the the products and services that you say you know your nouns for instance this week and previously and you continue on a roadmap you're gonna get a fair share of this marketplace I think there's no question so last topic before we let you go is love your viewpoint on customers what's separating kind of leaders from you know the followers in this space you know there's so much data out there you know I'm a big fan of the state of DevOps report yeah focus you know separate you know some but not the not here's the technology or the piece but the organizational and you know dynamics that you should do so it sounds like Matt you you like that that report also love them what are you hearing from customers how do you help guide them towards becoming leaders in the cloud space yeah the state of DevOps report was fascinating and I mean they've been doing that for what a number of years yeah exactly and really what it's sort of highlighting is two main factors that I think that are in this revolution or this this this paradigm shift or journey we're going through there's the technology side for sure and so that's getting more complex you have micro services you have application explosion you have a lot of things that are occurring just in technology that you're trying to keep up but then it's really about the human aspect that human elements the people about it and that's really I think what separates you know the the elites that are really sort of you know just charging forward in the head because they've been able to sort of break down the silos because really what you're talking about in cloud native DevOps is how you take the journey of that experience of the service from end to end from the development all the way to production and how do you actually sort of not have organizations that look at their domain their data set their operations and then have to translate that or have to sort of you know have another conversation with another organization that it doesn't look at that that has no experience of that so that is what we're talking about that end-to-end view is that in addition to all the things we've been talking about I think Security's a linchpin here now you guys are executing on security you got a big portfolio and you've seen a lot of M&A and a lot of companies now trying to get in and it's gonna be interesting to see how that plays out but that's going to be a key because organizations are going to start there from a strategy standpoint and then build out yeah absolutely if you follow the DevOps methodology its security gets baked in along the way so that you're not having to sit on after do anything Custis give you the final word I was just as follow-up with regard what what Mark was saying there's so many there's what's happening out there is this just democracy around standards which is driven by communities and we will love that in fact cisco is involved in many open-source community projects but you asked about customers and and just right before you were asking about you know who's gonna be the winner there's so many use cases there's so much depth in terms of you know what customers want to do with on top of kubernetes you know take AI ml for example something that we have we have some some offering the services around there's the customer that wants to do AML there their containers that their infrastructure will be so much different to someone else's doing something just hosting yeah and there's always gonna be a SAS provider that is niche servicing some oil and gas company you know which means that the company of that industry will go and follow that instead of just going to a public law provider that is more organized if there's a does that make sense yeah yeah this there's relationships that exist the archer is gonna get blown away that add value today and they're not gonna just throw them out so exactly right well thank you so much for helping us understand the updates where your customers are driving super exciting space look forward to keeping an eye on it thank you thank you so much all right there's still lots more coming here from Cisco live 20/20 in Barcelona people are standing watching all the developer events lots of going on the floor and we still have more so thank you for watching the cute [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] you [Music] live from Barcelona Spain it's the cube covering Cisco live 2020 rot to you by Cisco and its ecosystem partners welcome back over 17,000 in attendance here for Cisco live 2020 in Barcelona ops to Minh and my co-host is Dave Volante and to help us to dig into of course one of the most important topic of the day of course that security we're thrilled to have back a distinguished engineer Francisco one of our cube alumni TK Kia Nene TK thanks so much for joining us ideal man good good all right so TK it's 2020 it's a new decade we know the bad actors are still out there they're there the the question always is you know it used to be you know how do you keep ahead of them then I've here Dave say many times well you know it's not you know when it's it's not if it's when you know you probably already have been okay you know compromised before so it gives latest so you know what you're seeing out there what you're talking to customers about in this important space yeah it's uh it's kind of an innovation spiral you know we we innovate we make it harder for them and then they innovate they make it harder for us right and round and round we go that's been going on for for many years I think I think the most significant changes that have happened recently have to deal with not essentially their objectives but how they go about their objectives and Defenders topologies have changed greatly instead of just your standard enterprise you now have you know hybrid multi cloud and all these new technologies so while while all that innovation happens you know they get a little clever and they find weaknesses and round and round we go so we talked a lot about the sort of changing profile of the the threat actors going from hacktivists took criminals now is a huge business and nation-states even what's that profile look like today and how has that changed over the last decade or so you know that's pretty much stayed the same bad guys are bad guys at some point in time you know just how how they go about their business their techniques they're having to like I said innovate around you know we make it harder for them they you know on Monday we're safe on Tuesday we're not you know and then on Wednesday it switches again so so it talked about kind of this multi-cloud environment when we talk to customers it's like well I want the developer to be able to build their application and not really have to think too much underneath it that that has to have some unique challenges we know security we knew long ago well I just go to the cloud it doesn't mean they take care of it some things are there some things they're gonna remind you now you need to make sure you set certain things otherwise you could be there but how do we make sure that Security's baked in everywhere and is up as a practice that everybody's doing well I mean again some of the practices hold true no matter what the environment I think the big thing was cognitive is in back in the day when when you looked at an old legacy data center you were part sort of administrator in your part detective and most people don't even know what's running on there that's not true in cloud native environments some some llamó file some some declaration it's it's just exactly what productions should look like right and then the machines instantiate production so you're doing things that machine scale forces the human scale people to be explicit and and for me I mean that's that's a breath of fresh air because once you're explicit then you take the mystery out of what you're protecting how about in terms of how you detect threats right phishing for credentials has become a huge deal but not just you know kicking down the door or smashing a window using your your own credentials to get inside of your network so how is that affected the way in which you detect yeah it's it's a big deal you know a lot of a lot of great technology has a dual use and what I mean by that is network cryptology you know that that whole crypto on the network has made us safer for us to compute over insecure networks and unfortunately it works just as well for the bad guys so you know all of their malicious activity is now private to so it you know for us we just have to invent new ways of detecting direct inspection for instance I think it's a thing of the past I mean we just can't depend on it anymore we have to have tools of inference and not only that but it's it's gave rise in a lot of innovation on behavioral science and as you say you know it's it's not that the attacker is breaking into your network anymore they're logging in ok what do you do then right Alice Alice's account it's not gonna set off the triggers so you have to say you know when did Alice start to behave differently you know she's working in accounting why is she playing around with the source code repository that's that's a different thing right yes automation is such a big trend you know how do we make sure that automation doesn't leave us more vulnerable that's rarity because we need to be able automate we've gone beyond human scale for most of these configurations that's exactly right and and how do how do we I always say just with security automation in particular just because you can automate something doesn't mean you should and you really have to go back and have practices you know you could argue that that this thing is just a you know machine scale automation you could do math on a legal pad or you can use a computer to do it right what so apply that to production if you mechanized something like order entry or whatever you're you're you're automating part of your business use threat modeling you use the standard threaten modeling like you would your code the network is code now right and the storage is code and everything is code so you know just automate your testing do your threat modeling do all that stuff please do not automate for your attacker matrix is here I want to go back to the Alice problem because you're talking about before you have to use inference so Alice's is in the network and you're observing her moves every day and then okay something anomalous occurs maybe she's doing something that normally she wouldn't do so you've got to have her profile in her actions sort of observed documented stored the data has got to be there and at the same time you want to make sure it's always that balance of putting handcuffs on people you know versus allowing them to do their job and be productive at the same time as well you don't want to let the bad guys know that you know that alice is doing something that she didn't be doing is actually not Alice so all that complexity how are you dealing with it and what's the data model look like doing it machines help let's say that machines can help us you know you and I we have only so many sense organs and the cognitive brain can only store so many so much state machines really help us extend that and so you know looking at not three dimensions of change but 7000 dimensions have changed right something in the machine is going to say there's an outlier here that's interesting and you can get another machine to say that's that's interesting maybe I should focus on that and you build these analytical pipelines so that at the end of it you know they may argue with each other all the way to the end but at the end you have a very high fidelity indicator that might be at the protocol level it might be at the behavioral level it might be seven days back or thirty days back all these temporal and spatial dimensions it's really cheap to do it with a machine yeah and if we could stay on that for a second so it try to understand I know that's a high-level example but is it best practice to have the Machine take action or is it is it an augmentation and I know it depends on the use case but but how is that sort of playing out again you have to do all of this safely okay a lot of things that machines do don't return back to human scale stuff that returns back to human scale that humans understand that is as useful so for instance if machines you know find out all these types of in assertions even in medical you know right now if if you've got so much telemetry going into the medical field see the machine tells you you have three weeks to live I mean you better explain what the heck you know how you came about that assertion it's the same with security you know if I'm gonna say look we're gonna quarantine your machine or we're gonna readjust machine it's not I'm not like picking movies for you or the next song you might listen to this is high stakes and so when you do things like that your analytics needs to have what is called entailment you have to explain what it is how you got to that assertion that's become incredibly important in how we measure our effectiveness in in doing analytics that's interesting because because you're using a lot of machine intelligence to do this and in a lot of AI is blackbox you're saying you cannot endure that blackbox problem in security yeah that black boxes is is very dangerous you know I you know personally I feel that you know things that should be open sourced this type of technology it's so advanced that the developer needs to understand that the tester needs to understand that certainly the customer needs to understand it you need to publish papers and be very very transparent with this domain because if it is in fact you know black box and it's given the authority to automate something like you know shut down the power or do things like that that's when things really start to get dangerous so good TK what wondered you know give us the latest on stealthWatch there you know Cisco's positioning when it when it comes to everything we've been talking about here you know stealthWatch again is it's been in market for quite some time it's actually been in market since 2001 and when I when I look back and see how much has changed you know how we've had to keep up with the market and again it's not just the algorithms rewrite for detection it's the environments have changed right but when did when did multi-cloud happen so so operating again cusp it's not that stealthWatch wants to go their customers are going there and they want the stealthWatch function across their digital business and so you know we've had to make advancements on the changing topology we've had to make advancements because of things like dark data you know the the network's opaque now right we have to have a lot of inference so we've just you know kept up and stayed ahead of it you know we've been spending a lot of time talking to developer communities and there's a lot of open-source tooling out there that that's helping enable developers specifically in security space you were talking about open-source earlier how does what you've been doing the self watch intersect with that yeah that's always interesting too because there's been sort of a shift in let's call them the cool kids right the cool kids they want everything is code right so it's not about what's on glass or you know a single pane of glass anymore it's it's what stealth watches code right what's your router as code look at dev net right yeah yeah I mean definite is basically Cisco as code and it's beautiful because that is infrastructure as code I mean that is the future and so all the products not just stealthWatch have beautiful api's and that's that's really exciting I've been saying for a while now it's do you I think you agree is that that is a big differentiator for Cisco I think you you're one of the few if not the only large established player and the enterprise that has figured out that sort of infrastructure is code play others have tried and are sort of getting there but you know start/stop you use a term that really cool is like living off the land you know bear bear grylls like the guy who lives down so bad so and and and threat actors are doing that now they're using your own installed software and tooling to hack you and and steal from you how were you dealing with that problem yeah it's a tough one and like I said you know much respect the the adversary is talented and they're patient they're well funded okay that's that's where it starts and so you know why why bring why bring an interpreter to a host when there's already one there right why right all this complicated software distribution when I can just use yours and so that's that's where the the play the game starts and and the most advanced threats aren't leaving footprints because the footprints are already there you know they'll get on a machine and behaviorally they'll check the cache to see what's hot and what's hot in the cache means that behaviorally it's a path they can go they're not cutting a new trail most of the time right so living off the land is not only the tools that they're using the automation your automation they're using against you but it's also behavioral and so that that makes it you know it makes it harder it's it impossible no can we make it harder for them yes so yeah no I'm having fun and I've been doing this for over twenty five years every week it's something new well it's a hard problem you're attacking and you know Robert Herjavec who came on the cube sort of opened my eyes and you think about what are we securing we're securing everything I mean a critical infrastructure were essentially exerted securing the entire global economy and he said something that really struck me it's an 86 trillion dollar economy we spend point zero one four percent on securing that economy and it's nothing now of course he's an entrepreneur and he's pimping for his is his business but it's true we are barely scratching the surface of this problem yeah I'm and it's changing I mean it's changing it could it be better yes it is changing his board awareness you know twenty years ago then right me to a dinner party they you know what does your husband do I'd say you know cyber security or something they'd roll their eyes and change the subject now they asked me the same question so oh you know my computer's running really slow right these are not this is everyone I'm worried about a life hack yeah how do I protect myself or what about these coming off the bank I mean that's those guys a dinner table cover every party so now now you know I just make something up I don't do cybersecurity I just you know a tort or a jipner's you've been to this business forever I can't remember have I ever asked you the superhero question what is that your favorite superhero that's a tough one there's all the security guys I know they like it's always dreamed about saving the world [Laughter] you're my superhero man I love what you do I think you've a great asset for Cisco and Cisco's customers really thanks TK give us a final word if people want to you know find out more about about what Cisco's doing read more of what you're working on but what's some of the best resource I have to go do you know just drop by the web pages I mean everything's published out that like I said even even for the super nerdy you know we published all our our laurs security analytics papers I think we're over 50 papers published in the last 12 years TK thank you so much always a pleasure to catch alright yeah and a travels thank you so much for de Villante I'm Stu Mittleman John furrier is also in the house we will be back with lots more coverage here from Cisco live 20/20 in Barcelona thanks for watching the keys [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] live from Barcelona Spain it's the cube covering Cisco live 2020s brought to you by Cisco and its ecosystem partners hello and welcome back to the cubes live coverage it's our fourth day of four days of coverage here in Barcelona Spain for Cisco live 2020 I'm John Faria my co-host to many men to great guests here in the dev net studio where the cube is sitting all week long been packed with action mindy Whaley senior director developer experiences but dev net and partner a senior director welcome back to this cube good to see you guys glad to be here so we've had a lot of history with you guys what from day one yes watching def net from an idea of hey we should develop earthing you also have definite create yes separate more developer focused definite is Cisco's developer environment we've been here from the beginning what a progression congratulations on the success thank you thank you so much it's great to be here in Barcelona with everybody here you know learning in the workshops and we just love these times to connect with our community at Cisco live and it definitely ate what you mentioned which is coming up in March so it's right around the corner def net zone which we're in it's been really robust spins it's been the top of the show every year and it gets bigger and the sessions are packed because people are learning developers new developers as well as Cisco engineers who were certified coming in getting new skills as the modern cloud hybrid environments are new skills is a technology shift yeah exactly and what we have in the definite zone are different ways that the engineers and developers can engage with that technology shift so we have demos around IOT and security and showing how you know to prevent threats from attacking the Industrial routers and things like that we have coding workshops from you know beginning intro to Python intro to get all the way up through advanced like kubernetes topics and things like that so people can really dive in with what they're looking for and this year we're really excited because we have the new definite certifications with those exams coming out right around the corner in February so a lot of people are here saying I'm ready to skill up for those exams I'm starting to dive into this topic well Susie we was on she's the chief of deaf net among other things and she said there's gonna be a definite 500 the first 500 certifications of deaf net are gonna be kind of like the Hall of Fame or you know the inaugural or founder certifications so can you explain what this it means it's not a definite certification badge it's a series of write different sir can you deeper in then yeah just like we have our you know existing network certifications which are so respected and loved around the world people get CCIE tattoos and things just like there's an associate and professional and expert level on the networking truck there's now a definite associate a definite professional and coming soon definite expert and then there's also specialist badges which help you add specific skills like data center automation IOT WebEx so it's a whole new set of certifications that are more focused on the software so there are about 80 80 % software skills 20 percent knowledge of networking and then how you really connect up and down the stock so these are new certifications not replacing anything all the same stuff they're new they're part of the same program they have the same rigor the same kind of tests they actually have ways to enter weave with the existing networking certifications because we want people to do both skill paths right to build this new IT team of the future and so it's a completely new set of exams the exams are gonna be available to take February 24th and you can start signing up now so with the definite 500 you know that's gonna be a special recognition for the first 500 people who get dead note certifications it'll be a lifetime achievement they'll always be in the definite 500 right and I've had people coming up and telling me you know I'm signed up for the first day I'm taking my exams on the first day I'm trying to get into them you and I only always want to be on the lift so I think we might be on them and what's really great is with the certifications we've heard from people in the zone that they've been coming and taking classes and learning these skills but they didn't have a specific way to map that to their career path to get rewarded at work you know to have that sort of progression and so with the certifications they really will have that and it's also really important for our partners and par is doing a lot of work with certifications and partners yeah definitely that would love to hear a little bit we've interviewed on the cube over the years some of the definite partners from a technology standpoint of course the the channels ecosystem hugely important to Cisco's business gives the update as to you know definite partnering as well as what will these certifications mean to both the technology and go to market partners yeah the wonderful thing about this is it really demonstrates Cisco's embracement of software and making sure that we're providing that common language for software developers and networkers to bring the two together and what we've found is that our partners are at different levels of maturity along that progression of program ability and this new definite specialization which is anchored in the individuals that are now certified at that partner allow them to demonstrate from a go-to-market standpoint from a recognition standpoint that as a practice they have these skills and look at the end of the day it's all about delivering what our customers need and our customers are asking us for significant help in automation digital transformation they're trying to drive new business outcomes and this this will provide that recognition on on who to partner with in the market it's so important I remember when Cisco helped a lot of the partner ecosystem build data center practices went from the silos and now embracing you've got the hardware the software we're talking multi cloud it's the practice that is needed today going forward to help customers with where they're going it really is and and another benefit that we're finding and talking to our partners is we're packaging this up and rolling it out is not only will it help them from a recognition standpoint from a practice standpoint and from a competitive differentiation standpoint but it'll also help them attract challenge I mean it's no secret there is a talent shortage right now if you talk to any CEO that's top of mind and how these partners are able to attract these new skills and attract smart people smart people like working on smart things right and so this has really been a big traction point for them as well it's also giving ways to really specifically train for new job roles so some of the ways that you can combine the new definite certifications with the network engineering certifications we've looked at it and said you know there's there's a role of Network automation developer that's a new role everyone we ask in one of our sessions who needs that person on their team so many customers partners raise their hands like we want the network Automation developer on our team and you can combine you know your CCNP Enterprise with a definite certification and build up the skills to be that Network automation developer certainly has been great buzz I got to get your guys thoughts because certainly it's for careers and you guys are betting on the the people and the people are betting on Cisco mm-hmm yes this is what's going on submit surety of Devin it almost it's like a pinch me moment for you guys because you continue to grow I got to ask you what are some of the cool things that you're showing here as you mature you still have the start here session which is intro to Python and other things pretty elementary and then there's more advanced things what are some of the new things that's going on yeah that you could share so some of the new things we've got going on and one of my favorites is the IOT insecurity demonstration there's a an industrial robot arm that's picking and placing things and you can see how it's connected to the network and then something goes wrong with that robot alarm and then you can actually show how you can use the software and security tools to see was there code trying to access you know something that that robot was it was using it's getting in the way of it working so you could detect threats and move forward on that we also have a whole automation journey that starts from modeling your network to testing to how you would deploy automation to a deep dive on telemetry and then ends with multi domain automation so really helping engineers like look at that whole progression that's been that's been really popular Park talked about the specialization which ones are more popular or entry-level which ones are people coming into getting certified first network engineering automation first or what's the yeah so we're so the program is going to roll out with three different levels one is a specialized level the second is an advanced level and then we'll look to that third level again they're anchored in the in the individual certs and so as we look for that entry level it's really all about automation right I mean some things you take for granted but you still need these new skills to be able to automate and scale and have repeatable scalable benefits from that this the second tier will be more cross-domain and that's where we're really thinking that an additional skill set is needed to deliver dashboard experience compliance experiences and then that next level again we'll anchor towards the expert level that's coming out but one thing I want to point out is in addition to just having the certified people on staff they also have to demonstrate that they have a practice around it so it's not just enough to say I've passed an exam as we work with them to roll out the practice and they earn the badge they're demonstrating that they have the full methodology in place so that it really there's a lot behind it that means we can't be in the 500 list then even if a 500 list I don't know that the cube would end up being specialized its advertising no seriously all fun it's all fun it's Cisco live in Europe is there a difference between European and USD seeing any differences in geographic talent you know in the first couple years we did it I think there was a bigger difference it felt like there were different topics that were very popular in the US slightly different in Europe last year and this year I feel like they have converged it's it's the same focus on DevOps automation security as a huge focus in both places and it also feels like the the interest and level of the people attending has also converged it's really similar congratulations been fun to watch the rise and success of Devon it continues to be strong how see in the hub here and the definite zone behind us pact sessions yes what's the biggest surprise for you guys in terms of things that you didn't expect or some of the success what's what's jumped out yeah I think you know one of the points that I want to make sure we also cover and it has been an added benefit we're hoping it would happen we just didn't realize it would happen this soon we're attracting new companies new partners so the specialization won't just be available for our traditional bars this is also available for our non resale and we are finding different companies accessing definite resources and learning these skills so that's been a really great benefit of Deb net overall definitely my favorite surprises are when I show up at the community events and I hear from someone I met last year what the what they went back and did and the change that they drove and they come in their company and I think we're seeing those across the board of people who start a grassroots movement take back some new ideas really create change and then they come back and we get to hear about that from them those are my favorite surprises and I tell you we've known for years how important the developer is but I think the timing on this has been perfect because it is no longer just oh the developer has some tools that they like in the corner the developer connected to the business and driving things forward exactly so perfect timing congratulations on this certification their thing that's been great is that our at Cisco itself we now have API is across the whole portfolio and up and down the stock so that's been a wonderful thing to see come together because it opens up possibilities for all these developers so Cisco's API first company we are building it guys everywhere we can and and that the community is is taking them and finding creative things to build it's been fun to watch you guys change Cisco but also impact customers has been great to watch far many thanks for coming up yeah games live coverage here in Barcelona for Cisco live 20/20 I'm John Ford Dave Dave Alon face to many men we right back with more after this short break [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] you live from Barcelona Spain it's the cube covering Cisco live 2020 brought to you by Cisco and its ecosystem partners hello and welcome back to the cubes live coverage here at Cisco live 20/20 and partial into Spain I'm John first evening men cube coverage we've got a lot of stuff going on with Cisco multi-cloud and cloud technologies of clarification of Cisco's happening in real time is happening right now cloud is here here to stay we got two great guests to unpack what's going on in cloud native and networking and applications as the modern infrastructure and software evolves we got eugene kim global product marketing and compute storage at cisco global part of marketing manager and fabio corey senior director cloud solutions marketing guys great comeback great thanks for coming back appreciate it thanks very much great to see a lot of guys so probably we've had multiple conversations and usually even out from the sales force given kind of the that the discussion and the motivation cloud is big it's here it's here to stay it's changing Cisco API first we hear and all the products it's changing everything what's the story now what's going on I would say you know the reason why we're so excited about the launch here in Barcelona it's because this time it's all about the application experience I mean the last two years we've been announcing some really exciting stuff in the cloud space right think about all the announcements with the AWS the Google's the Azure so the world but this time it really boils down to making sure that is incredibly hyper distributed world well there is an application explosion ultimately we will help for the right operations tools and infrastructure management tools to ensure that the right application experience will be guaranteed for the end customer and that's incredibly important because at the end what really really matters is that you will ensure the best possible digital experience to your customer otherwise ultimately nothing is gonna work and of course you're going to lose your brand and your customers one of the main stories that we're covering is the transformation of the industry also Cisco and one of the highlights to me was the opening keynote you had app dynamics first not networking normally it's like what's under the hood the routers and the gear no it was about the applications this is the story we're seeing it's kind of a quiet unveiling it's not yet a launch but it's evolving very quickly can you share what's going on behind this all this absolutely it's exactly along the lines of what I was saying a second ago in the end that the reason why we're driving the announcement if you want from the application experience side of the house is because without dynamics we already have a very very powerful application performance measurement tool which it's evolving extremely rapidly first of all after Amex can correlate not just the application performance to some technology kpi's but to true actual business KPIs so AB dynamics can give you for instance the real-time visibility of say a marketing funnel conversion rates transactions that you're having in your in your business operation now we're introducing an incredibly powerful new capability that takes the bar to a whole new level and that's the dynamics experience journey Maps what are those it's actually the ability of focusing not so much on front-ends and backends and databases performances but really focusing on what the user is seeing in front of his or her screen and so what really matters is capturing the journey that a given user of your application is is being and understanding whether the experience is the one that you want to deliver oh you have like a sudden drop of somewhere and you know why that is important because in the end we've been talking about is it a problem of the application performance user performance well it could be a badly designed page how do you know and so this is a very precious information is that were giving to application developers not just to the IT ops guys that is incredibly precious to get this in so you just brought up that journey so that's part of the news so just break down real quick one minute yeah what the news is yeah so we have three components the first one as you as you correctly pointed out is really introduction the application journey Maps right the experience journey Maps that's very very important the second is we are actually integrating after am it's with the inter-site action inter-site optimization manager the workload team is a workload promisor and so because there is a change of data between the two now you are in a position to immediately understand whether you have an application problem we have a workload problem or infrastructure problem which is ultimate what you really need to do as quickly as you can and thirdly we have introduced a new version of our hyper flex platform which is hyper-converged flat G flat for Cisco with a fully containerized version we tax free if you want as well there is a great platform for containerized application of parameter so you teen when I've been talking to customers last few years when they go through their transformational journey there's the modernization they need to do the patterns I've seen most successful is first you modernize the platform often HCI is you know and often for that it really simplifies the environment you know reduces the silos and has more of that operational model that looks closer to what the cloud experience is and then if I've got a good platform then I can modernize the applications on top of it but often those two have been a little bit disconnected it feels like the announcements now that they are coming together what are you seeing what are you hearing how is your solution set solving this issue yeah exactly I mean as we've been talking to our customers love them are going through different application modernisations and kubernetes and containers is extremely important to them and to build a container cloud on Prem is extremely one of their needs and so there's three distinctive requirements that they've kind of talked to us about a lot of it has to be able to it's got to be very simple very turnkey and a fully integrated ready to turn on the other one is something that's very agile right very DevOps friendly and the third being a very economic container cloud on Prem as far we mentioned high flex application platform takes our hyper-converged system and builds on top of it a integrated kubernetes platform to deliver a container as a service type capability and it provides a full stack fully supported element platform for our customers and the one of the best great aspects of is that's all managed from inside from the physical infrastructure to the hyper-converged layer to all the way to the container management so it's very exciting to have that full stack management and insight as well yeah it's great to you know John and I have been following this kubernetes wave you know since the early early days Fabio mentioned integrations with the Amazons and Google's the world because you know a few years ago you talked to customers and they're like oh well I'm just gonna build my own urbanity right back nobody ever said that is easy now just delivering at his service seems to be the way most people wanted so if I'm doing it on Amazon or Google they've got their manage service that I could do that or that they're through partners they're working with so explain what you're doing to make it simpler in the data center environment because I'm tram absolutely is a piece of that hybrid equation the customers need yes so essentially from the customer experience perspective as I mentioned it's very fairly turnkey right from the hyper flicks application platform we're taking our hyper grew software we're integrating a application virtualization layer on top of it Linux KVM based and then on top of that we're integrating the kubernetes stack on top as well and so in essence right it's a fully curated kubernetes stack right it has all the different elements from the networking from the storage elements and and providing that in a very turnkey way and as I mentioned the inner site management is really providing that simplicity that customers need for that management ok Fabio this the previous announcement you've made with the public clouds yeah this just ties into those hybrid environments that's exactly you know a few years ago people like oh is there gonna be a distribution that wins in kubernetes we don't think that's the answer but still I can't just move between kubernetes you know seamlessly yet but this is moving towards that direction so a lot of customers want to have a very simple implementation at the same time they want of course a multi cloud approach and I really care about you know marking the difference between you know multi-cloud hybrid cloud there's been a lot of confusion but if you think about it multi cloud is really rooted into the business need of harnessing innovation from whatever it comes from you know the different clouds PV different things and you know what they do today tomorrow it could even change so people want option maladie so they want a very simple implementation that's integrated with public cloud providers that simplifies their life in terms of networking security and application of workload management and we've been executing towards that goal to fundamentally simplify the operations of these pretty complex kind of hybrid environments I want you to nail that operations on ibrid that's where multi cloud comes in absolutely just a connection point absolutely you're not a shitty mice no isn't a shit so in order to fulfill your business like your I know business needs you then you have a hybrid problem and you want to really kind of have a consistent production rate environment between fins on Prem that you own and control versus things that you use and you want to control better now of course there are different school of thoughts but most of the customers who are speaking with really want to expand their governance and technology model right to the cloud as opposed to absorb in different ways of doing things from each and every clock I want to unpack a little bit of what you said earlier about the knowing where the problem is because a lot of times it's a point the finger at the other first and where's it's the application problem isn't a problem so I want to get into that but first I want to understand the hyper flex application platform Eugene if you could just share the main problem that you guys saw what did some of the pain points that customers had what problems does the AP solve yeah as I mentioned it's really the platform for our customers to modernize their applications on right and it addresses those things that they're looking for as far as the economics right really the ability to provide a full stack container experience without having to you know but you know bringing any third party hypervisor licenses as well as support cost so that's fully integrated there you have your integrated hyper-converged storage capability you have the cloud-based management and that's really developing you providing that developer DevOps simplicity from the data Julie that they're looking for internally as well as for their product production environments and then the other aspect is its simplicity to be able to manage all this right in the entire lifecycle management as well so it's the operational side of the whole yeah uncovers Papio on the application side where the problem is because this is where I'm a little bit skeptical you know normally rightfully so but I can see in a problem where it's like whose fault is it gasification is problem or the network I mean it runs into more serious workloads the banking app that's having trouble how do you know where it what the problem is and how do you solve that problem what what's going on for that specific issue absolutely and you know the name of the game here is breaking down this operational side right and I love what our app dynamics VP GM Danny winoker said you know it has this terminology beast DevOps which you know may sound like an interesting acrobatics but it's absolutely true the business has to be part of this operational kind of innovation because as you said you know developer edges you know drops their containers and their code to the IET ops team but you don't really know whether the problem a certain point is gonna be in the code or in how the application is actually deployed or maybe a server that doesn't have enough CPU so in the end it boils down to one very important thing you have to have visibility inside and take action and every layer of the stack I mean instrumentation absolutely there are players that only do it in their software overlay domain the problem is very often these kind of players assume that underneath links are fine and very often they're not so in the end this visibility inside inaction is the loop that everybody is going after these days to really get to the next if you want generational operation where you gotta have a constant feedback loop and making it more faster and faster because in the end you can only win in the marketplace right regardless of your IT ops if you're faster than your competitor well still still was questioning the GM of AppDynamics running observability and he's like no it's not to feature it's everywhere so he his comment was yeah but serve abilities don't really talk about it because it's big din do you agree with that absolutely it has to be at every layer of the stack and only if you have visibility inside an action through the entire stack from the software all the way to the infrastructure level that you can solve the problem otherwise the finger-pointing quote-unquote will continue and you will not be able to gain the speed that you need okay so the question on my mind I want to get both of you guys can weigh in on this is that you look at Cisco as a company you got a lot going on I mean a guy's huge customer base core routers - no applications there's a lot going on a lot of a lot of complexity you got IOT security Ramirez talked about that you got the WebEx rooms got totally popular it's kind of got a lot of glam to it having the WebEx kind of you know I guess what virtual presence was yeah telepresence kind of model and then you get cloud is there a mind share within the company around how cloud is baked into everything because you can't do IOT edge without having some sort of cloud operational things so there's stuff you're talking about is not just a division it's kind of gonna it's kind of threads everywhere across Cisco what's the what's the mind share right now within the Cisco teams and also customers around clarification well I would say it's it's a couple of dimension the first one is the cloud is one of the critical domains of this multi domain architecture that of course is the cornerstone of Cisco's technology strategy right if you think about it it's all about connecting users to applications wherever they are and not just the user the applications themselves like if you look at the latest stats from IDC 58% of workloads is heading to the public cloud and to the edge it's like the data center is literally exploding in many different directions so you have this highly distributed kind of fabric guess what sits in between all these applications and microservices is a secure network and that's exactly what we're executing upon now that's the first kind of consideration the second is if you look at the other silver line most of the Cisco technology innovation is also going a direction of absorbing cloud as a simplified way of managing all the components or the infrastructure you look at the IP flex ap is actually managed by inter site which is a SAS kind of component this journey started a long time ago with Cisco Meraki and then of course we have SAS properties like WebEx everything else is kind of absolutely migrants reporter we've been reporting eugen that from years ago we saw the movement where api's are starting to come in when you go back five years ago not a lot of the gear and stuff at Cisco had api's now you got api's building into all the new products that's right you see the software shift with you know you know intent-based networking to AppDynamics it's interesting it's you're seeing kind of this agile mindset this is some of you and I talk about all the time but agile now is the new model is it ready for customers I mean the normal Enterprise is still got the infrastructure and application it's separated okay how do I bring it together what are you guys seeing the customer base what's going on with with not that not the early adopters heavy-duty hardcore pioneers out there but you know the the general mainstream enterprise are they there yet have they had that moment of awakening yeah I mean I think they they are there because fundamentally it's all about that ensuring that application experience and you can only ensure that application experience right by having your application teams and your structure teams work together and that's what's exciting you mentioned the API is and what we've done there with AppDynamics integrating with inter-site workload optimizer as Fabio mentioned it's all about visibility inside action and what app dynamics is provides providing that business and end-user application performance experience visibility inner sites giving you know visibility on the underlining workload and the resources whether it's on Prem in your you know drive data center environment or in different type of cloud providers so you get that full stack visibility right from the application all the way down to the bottom and then inner side local optimizer is then also optimizing the resources to proactively ensure that application experience so before you know if we talk about someone at a checkout and they're about to have abandonment because the functions not working we're able to proactively prevent that and take a look at all that so you know in the end I think it's all about ensuring that application experience and what we're providing with app dynamics is for the application team is kind of that horizontal visibility of how that application is performing and at the same time if there's an issue the infrastructure team could see exactly within the workload topology where the issue is and insert' aeneas lee whether it be manual intervention or even automatically there's or a ops capability go ahead and provide that action so the action could be you know scaling out the VMS it's on-prem or looking at a new different type of ec2 template in the cloud that's what's very exciting about this it's really the application experience is now driving and optimizing infrastructure in real time and let me flip your question like do you even have a choice John when you think about in the next two years 50% more applications if you're a large enterprise you have 5 to 7,000 apps you have another to 3,000 applications just coming into into the the frame and then 50% of the existing ones that are gonna be refactor lifted and shifted or replace or retired by SAS application it's just like it's tsunami that's that's coming on you and oh by the way because of again the micro service is kind of affect the number of dependencies between all these applications is growing incredibly rapidly like last year we were eight average interdependencies for applications now we are 20 so imaging imaging what happens as as you are literally flooded with the way the scanner really you have to ensure that your application infrastructure fundamentally will get tied up as quickly as you can still and I have been toilet for at least five years now if not longer the networking has been the key kind of last changeover - clarification and I would agree with you guys I think I've asked the question because I wanted to get your perspective but think about it it's 13 years since the iPhone so mobile has shown people that a mobile app can change business but now if you look at the pressure the network's bringing the pressure on the network or the pressure for the network to be better than programmable is the rise of video and data I mean so you got mobile check now you've got video I mean more people doing video now than ever before videos of consumer oil as streaming you got data these two things absolutely forced yeah the customers to deal with it but what really tipped the the balance John is is actually the SAS effect is the cloud effect because as you know it's in IT sort of inflection points nothing is linear right so once you reach a certain critical mass of cloud apps and we're absolutely there already all of a sudden you're traffic pattern on your network changes dramatically so why in the world are you continuing kind of you know concentrating all of your traffic in your data center and then going to the internet you have to absolutely open the floodgates at the branch level as close to the users as possible and that implies a radical change I would even add to that and I think you guys are right on where you guys are going it may be hard to kind of tease out with all the complexity with Cisco but in the keynote the business model shifts come from SAS so you got all this technical stuff going on now you have this Asif ocation or cloud that's changes the business models so new entrants can come in and existing players can get better so I think that whole business model conversation yeah never was discussed at Cisco live before yeah in depth as well hey run your business connect your hubs campus move packets around that was applications in business model yeah but also the fact that there is increasing number of software capabilities and so fundamental you want to simplify the life of your customers through subscription models that help the customer by now using what they really need right at any given point in time all the way to having enterprise agreements I also think that's about delivering these application experiences for your business small different type experience that's really what's differentiating you from your different competitors right and so I think that's a different type of shift as well well you guys are good got some good angle on this cloud I love it I got to ask you the question what can we expect next from Cisco more progression along clarification what's next well I would say we've been incredibly consistent I believe in the last few years in executing on our cloud strategy which again is centered around helping customers really gluon this mix set of data centers and clouds to make it work as one write as much as possible and so what we really deliver is networking security and application of performance management and we're integrating there's more and more on the two sides of the equation right the the designer side and the powerful outside and more more integrating in between all of these layers again to fundamentally give you this operational capability to get faster and faster we'll continue doing so and you set up before we came on camera that you were talking to the sales teams what are they what's their vibe with the sales team they get excited by this what's that oh yeah feedback oh yeah absolutely from the inner side were claw optimizer and they have dynamics that's very exciting for them especially the conversations they're having with their customers really from that application experience and proactively insuring it and on the hyper flex application platform side this is extremely exciting with providing a container cloud to our customers and you know what's coming down is more and more capabilities for our customers to modernize their applications on hyper flex you guys are riding some pretty big waves here at Cisco I get a cloud way to get the IOT Security wave it's pretty exciting pretty big stuff thanks for coming in thanks for sharing the insights Fabio I appreciate it thank you for having us your coverage here in Barcelona I'm John Force dude Minutemen be back with more coverage fourth day of four days of cube coverage we right back after this short break [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] why Trump Barcelona Spain it's the cube covering Cisco live 2020 rot to you by Cisco and its ecosystem partners welcome back to Barcelona everybody we're here at Cisco live and you're watching the cube the leader in live tech coverage we got to the events and extract the signal from the noise this is day one really we started a zero yesterday Eric Hertzog is here he's the CMO and vice president of storage channels probably been on the cube more than [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Music] [Music] [Music] live from Barcelona Spain it's the cube covering Cisco live 2020 rot to you by Cisco and its ecosystem partners welcome back everyone's two cubes live coverage day four of four days of wall-to-wall action here in Barcelona Spain Francisco live 2020 I'm John Ferrier with mykos Dave Volante with a very special guest here to wrap up Cisco live the president of Europe Middle East Africa and Russia Francisco Wendy Mars cube alumni great to see you thanks for coming on to kind of put a bookend to the show here thanks for joining us right there it's absolutely great to be here thank you so what a transformation as Cisco's business model of continues to evolve we've been saying brick by brick we still think is a big move coming I think there's more action I can sense the walls talking to us like let's just go live in the US and more technical announcements in the next 24 months you can see you can see where it's going it's cloud its apps yeah its policy based program ability it's really a whole nother business model shift for you and your customers the technology shift and the business model shift so I want to get your perspective of this year opening key no you let it off talking about the philosophy of the business model but also the first presenter was not a networking guy it was an application person yeah app dynamics yep this is a shift what's going on with Cisco what's happening what's the story well you know if you look for all of the work that we're doing is but is really driven by what we see from requirements from our customers the change that's happening in the market and it is all around you know if you think digital transformation is the driver organizations now are incredibly interested in how do they capture that opportunity how do they use technology to help them but you know if you look at it really there's the three items that are so important it's the business model evolution it's actually the business operations for for organisations plus their people there are people in the communities within that those three things working together and if you look at it with you know it's so exciting with application dynamics there because if you look for us within Cisco that linkage of the application layer through into the infrastructure into the network and bringing that linkage together is the most powerful thing because that's the insight and the value our customers are looking for you know we've been talking about the in the innovation sandwich you know you got you know date in the middle and you got technology and applications underneath that's kind of what's going on here but you I'm glad you brought up the year the part about business model business operations and people in communities because during your keno you had a slide that laid out three kind of pillars yes people in communities business model and business operations there was no 800 series in there there was no product discussions this is fundamentally the big shift that business models are changing I tweeted provocatively the killer app and digital the business model because you think about it the applications are the business and what's running under the covers is the technology but it's all shifting and changing so every single vertical every single business is impacted by this it's not like a certain secular thing in the industry this is a real change can you describe how those three things are operating with that constitute think if you look from you know so thinking through those three areas if you look at the actual business model itself our business models as organizations are fundamentally changing and they're changing towards as consumers we are all much more specific about what we want we have incredible choice in the market we are more informed than ever before but also we are interested in the values of the organizations that were getting the capability from as well as the products and the services that naturally we're looking to gain so if you look in that business model itself this is about you know organizations making sure they stay ahead from a competitive standpoint about the innovation of portfolio that they're able to bring but also that they have a strong strong focus around the experience that their customer gains from an application a touch standpoint that all comes through those different channels which is at the end of the day the application then if you look as to how do you deliver that capability through the systems the tools and the processes as we all evolve our businesses you have to change the dynamic within your organization to cope with that and then of course in driving any transformation the critical success factor is your people and your culture you need your teams with you the way teams operate now is incredibly different it's no longer command and control its agile capability coming together you need that to deliver on any transformation never never mind let it be smooth you know in the execution there so it's all three together what I like about that model and I have to say we this is you know ten years to do in the cube you you see that marketing in the vendor community often leads what actually happens not surprising as we entered the last decade it was a lot of talk about cloud well it kind of was a good predictor we heard a lot about digital transformations a lot of people roll their eyes and think it's a buzzword but we really are I feel like an exiting this cloud era into the digital era it feels real and there are companies that you know get it and are leaning in there are others that maybe you're complacent I'm wondering what you're seeing in in Europe just in terms of everybody talks digital yeah be CEO wants to get it right but there is complacency there when it's a services say well I'm doing pretty well not on my watch others say hey we want to be the disruptors and not get disrupted what are you seeing in the region in terms of that sentiment I would say across the region you know there will always be verticals and industries that are slightly more advanced than others but I would say that then the bulk of conversations that I'm engaged in independence of the industry or the country in which we're having that conversation in there is a acceptance of transfer digital transformation is here it is affecting my business i if I don't disrupt I myself will be disrupted and be challenged help me so I you know I'm not disputing the end state I need guidance and support to drive the transition and a risk mythic mitigated manner and they're looking for help in that and there's actually pressure in the boardroom now around a what are we doing within within organizations within that enterprise the service right of the public said to any type of style of company there's that pressure point in the boardroom of come on we need to move it speed now the other thing about your model is technology plays a role in contribute it's not the be-all end-all but plays a role in each of those the business model of business operations and developing and nurturing communities can you add more specifics what role do you see technology in terms of advancing those three spheres so I think you know if you look at it technology is fundamental to all of those spheres in regard to the innovation the differentiation technology can bring then the key challenges one of being able to reply us in a manner where you can really see differentiation of value within the business so in then the customers organization otherwise it's just technology for the sake of technology so we see very much a movement now to this conversation of talk about the use case the use cases the way by which that innovation can be used to deliver the value to the organization and also different ways by which a company will work look at the collaboration capability that we announced earlier this week of helping to bring to life that agility look at the app D discussion of helping to link the layer of the application into the infrastructure the network's to get to root cause identification quickly and to understand where you may have a problem before you thought it actually arises and causes downtime many many ways I think the agility message has always been a technical conversation a gel methodology technology software development no problem check that's ten years ago but business agility mmm it's moving from a buzzword to reality exactly that's what you're kind of getting in here and teams how teams operate how they work you know and being able to be quick efficient stand up stand down and operate in that way you know we were kind of thinking out loud on the cube and just riffing with Fabio gory on your team on Cisco's team about clarification with Eugene Kim around just just kind of real-time what was interesting is we're like okay it's been 13 years since the iPhone and so 13 years of mobile in your territory in Europe Middle East Africa mobilities been around before the iPhone so with in more advanced data privacy much more advanced in your region so you got you out you have a region that's pretty much I think the tell signs for what's going on in North America and around the world and so you think about that you say okay how is value created how the economics changing this is really the conversation about the business model is okay if the value activities are shifting and be more agile and the economics are changing with sass if someone's not on this bandwagon it's not an in-state discussion where it's done deal yeah it's but I think also there were some other conversation which which are very prevalent here is in in the region so around trust around privacy law understanding compliance you look at data where data resides portability of that data GDP are came from Europe you know and as ban is pushed out and those conversations will continue as we go over time and if I also look at you know the dialogue that you saw so you know within World Economic Forum around sustainability that is becoming a key discussion now within government here in Spain you know from a climate standpoint and many other areas as well Dave and I've been riffing around this whole where the innovation is coming from it's coming from Europe region not so much the u.s. I mean us discuss some crazy innovations but look at blockchain us is like don't touch it pretty progressive outside United States little bit dangerous to but that's where innovation is coming from and this is really the key that we're focused on I want to get your thoughts on how do you see it going next level the next level next-gen business model what's your what's your vision so I think there'll be lots of things if we look at things like with the introduction of artificial intelligence robotics capability 5g of course you know on the horizon we have Mobile World Congress here in Barcelona in a few weeks time and if you talked about with the iPhone the smartphone of course when 4G was introduced no one knew what the use case would that would be it was the smartphone which wasn't around at that time so with 5g in the capability there that will bring again yet more change to the business model for different organizations and the capability and what we can bring to market when we think about AI privacy data ownership becomes more important some of the things you were talking about before it's interesting what you're saying John and when the the GDP are set the standard and and you see in the u.s. there are stovepipes for that standard California is going to do one every state is going to have a different center that's going to slow things down that's going to slow down progress do you see sort of an extension of a GDP are like framework of being adopted across the region and that potentially you know accelerating some of these you know sticky issues and public policy issues that can actually move the market forward I think I think the will because I think there'll be more and more you know if you look at there's this terminology of data is the new oil what do you do with data how do you actually get value from that data and make intelligent business decisions around that so you know that's critical but yet if you look for all of ours we are extremely passionate about you know where is our data used again back to trust and privacy you need compliance you need regulation you know I think this is just the beginning of how we will see that evolve you know when do I get your thoughts does Dave and I have been riffing for 10 years around the death of storage long live storage and but data needs to be stored somewhere networking is the same kind of conversation just doesn't go away in fact there's more pressure now forget the smartphone that was 13 years ago before that mobility data and video now super important driver that's putting more pressure on you guys and so hey we're networking so it's kind of like Moore's law it's like more networking more networking so video and data are now big your thoughts on video and data video but if you look at the Internet of the future you know what so if you look for all of us now we are also demanding as individuals around capability and access to that and inter vetted the future the next phase we want even more so there'll be more and more - you know requirement for speed availability that reliability of service the way by which we engage and we communicate there's some fundamentals there so continuing to to grow which is which is so so exciting for us so you talk about digital transformation that's obviously in the mind of c-level executives I got to believe security is up there as a topic what other what's the conversation like in the corner office when you go visit your customers so I think that there's a huge excitement around the opportunity realizing the value of the of the opportunity you know if you look at top of mind conversations are around security around making sure that you can make tank maintain that fantastic customer experience because if you don't the custom will go elsewhere how do you do that how do you enrich at all times and also looking at markets adjacencies you know as you go in and you talk at senior levels within within organizations independent of the industry in which they're in there are a huge amount of commonalities that we see across those of consistent problems by which organizations are trying to solve and actually one of the big questions is what's the pace of change that I should operate at and when is it too fast and when is what am I too slow and trying to balance that is exciting but also a challenge for companies so you feel like sentiment is still strong even though we're 10 years into this this bull market you know you got Briggs it you get you know China tensions with the US u.s. elections but but generally you see Tennessee sentiment still pretty strong and demand so I would say that the the excitement around technology the opportunity that is there around technology in its broadest sense is greater than ever before and I think it's on all of us to be able to help organizations to understand how they can consume I see value from us but it's you know it's fantastic science it tastes trying to get some economic indicators but really the real thing I'm trying to get you is Minh set of the CEO the corner office right now is it is it we're gonna we're gonna grow short-term by cutting or do we do are we gonna be aggressive and go after this incremental opportunity and it's probably both you're seeing a lot of automation yeah and I think if you look fundamentally for organizations it's it's that the three things helped me to make money how me to save money keep me out of trouble you know so those are the pivots they all operate with and you know depending on where an organization is in its journey whether a start-up there you know in in the in the mid or the more mature and some of the different dynamics and the markets in which they operate in as well there's all different variables you know so it's it's it's mix Wendy thanks so much for spending the time to come on the cube really appreciate great keynote folks watching if you haven't seen the keynote opening sections that's a good section the business model I think it's really right on I think that's going to be a conversation it's going to continue thanks for sharing that before we look before we leave I want to just ask you a question around what you what's going on for you here at Barcelona as the show winds down you had all your activities take us in the day of the life of what you do customer meetings what were some of those conversations take us inside inside what what goes on for you here well I'd say it's been an amazing it's been an amazing few days so it's a combination of customer conversations around some of the themes we just talked about conversations with partners and there's investor companies that we invest in a Cisco that I've been spending some time with and also you know spending time with the teams as well the DEF net zone you know is amazing we have this afternoon the closing session where we've got a fantastic external guest who's coming in it's going to be really exciting as well and then of course the party tonight and we'll be announcing the next location which I'm not gonna reveal now later on today we kind of figured it out already because that's our job and there's the break news but we're not gonna break it for you you can have that hey thank you so much for coming on really appreciate Wendy Martin expecting the Europe Middle East Africa and Russia for Cisco she's got our hand on the pulse and the future is the business model that's what's going on fundamental radical change across the board in all areas this the cue bringing you all the action here in Barcelona thanks for watching [Music] [Music] [Music] [Applause] [Music] [Music] [Music] [Music] [Applause] [Music] [Applause] [Music] [Music]

from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hello everyone and welcome to this week's episode of the cube insights powered by ETR this week cisco CEO Chuck Robbins has invited a number of analysts and press to San Francisco for an event to talk about the future of Cisco and no doubt the role of the company in the next decade and I will be there so in this breaking analysis I thought that I'd focus on Cisco and its prospects in this era of next-generation cloud of course last week we attended AWS reinvent and you can catch all our coverage on the cube net but the key takeaways are that we're entering a new era of cloud that is heavily emphasized emphasizing getting more value out of data with machine intelligence and things like sage maker now AWS was heavily focused on this notion of transformation putting forth the strong case that enterprises have to transform not just incrementally it was a clear message that CEOs really have to lead and AWS are striking directly at the heart of what a device had Andy Jesse calls the old guard namely IBM Dell Oracle HPE and many others including of course Cisco saying that you can't just transform incremental e CEOs you have to transform whole house so today I want to look at six areas and I'm showing them here on this on this slide but the first thing I want to do is just review the overall spending climate and then what I want to do is discuss Cisco in the context of industry leadership playing on Jesse's themes and then you know we'll look at the spending momentum in the latest ETR survey for those leaders next thing I want to do is I'm going to talk about the cloud and it's impacting everyone and I want to take a look specifically at how it's impacting Cisco and how Cisco is faring in the face of competent from the public cloud which we've talked about a lot across a number of vendors we're then going to look at Cisco's business overall from a spending perspective and then I'll wrap with some some comments on what I see is opportunities for Cisco like edge I want to talk specifically about multi cloud and of course cloud in general so let's start drilling into the spending climate overall now remember the EGR data tells us that spending on balance is reverting to pre 2018 levels but it's not falling off the cliff buyers member are narrowing their experimentation on new technologies and they're placing more focused bets as part of the digital transformations we're also seeing more replacements of redundant systems that buyers were running in parallel as a hedge on their bets and that is affecting overall spending and it's somewhat compressing spending so with that as a backdrop let's look at some of the the latest data from ETR and focus on the leaders from the latest survey so what I'm showing here is data from ETRS October 2019 Syria one thousand three hundred and thirty six IT buyers who responded and I've selected market share as the metric across all sectors as you can see here in number eight now remember market share is a measure of pervasiveness and it's calculated by dividing the total vendor Mensch mentions divided by the sector total so now the remember the ETR methodology allows for multiple responses by a vendor so you can see in the y-axis there can be more than a hundred percent okay because of those multiple responders respondents now note that Microsoft Cisco Oracle AWS and IBM have the highest shared ends or mentions and you can see the pervasiveness of Microsoft and its prominence which is not surprising but Cisco Oracle and IBM generally have held from again pervasiveness standpoint pretty well as you can see the steady rise as well in AWS is market share so cisco really the bottom line there is cisco is a clear leader in this industry and it's maintaining its leadership position and you can of course on that chart you can see the others who really didn't make the top five but they're prominently you know mentioned with the shared ends that's VMware Salesforce Adobe's up there and of course Dell EMC is the you know 90 to 100 billion dollar company now let's take a look specifically at spending momentum you know what we're showing here in this chart is the exact same cut except we've changed the metric from market share to net score now remember net score is a measure of spending momentum that's calculated by essentially subtracting the percent of customers that are spending less in a given survey from those that are spending more and that's the net score and you can see the picture changes pretty dramatically AWS jumps up to the top spot with a 62% you know net score over taking Microsoft but then look at Cisco it's very strong with the 36 about 34 percent net score you know not nearly as high as AWS and Microsoft but very respectable and holding you know fairly strongly and notably ahead of IBM and Oracle which are both in the red you see that red area which signals caution now what I want to do is address the question of how is the cloud affecting Cisco's business you've seen me do this with a number of other vendors let's drill into what it means for Cisco so if you've been following these breaking analysis segments you know we've been reporting that the the pace at which the cloud is eating away at a traditional on-prem data data data center business continues now here's a quote from an IT Pro that summarizes the situation for networking in general and then we'll come back and specifically talk about Cisco he says or she says as we migrate the data centers to AWS networking costs will decline over three years this is a director of tech strategy for a large telco so the question I have is does the et et our data back this up let's take a look so what this chart shows is a cut of cloud spenders there are 818 in the latest ETR survey and the net score within those accounts specifically for Cisco so it's spenders on AWS asier and Google cloud and you can see the steady decline post 2010 for Cisco so just as I've reported for Dell EMC HPE Oracle and others you can see that the clouds steady march continues to challenge the on-prem suppliers so each of these companies has really got to figure out how to respond now in the case of Cisco it's moving from owning the network market to really participating in the public cloud and interconnecting clouds so we've seen Cisco make many acquisitions that can allow them to work with AWS for example app D which is application performance management VIP teller which is SD win clicker which is orchestration duo in cloud security and then you've seen bets on kubernetes which are going to help them span hybrid you know as well you've seen them make partnerships with the leading cloud some suppliers and I'll make some comments later on when I talk about multi cloud so let's look at how these diversification moves have impacted Cisco overall because they've not sat still you can see that in this chart what it shows is Cisco's market share across all of its businesses including analytics security telephony and of course core networking but also servers storage video conferencing and virtualization so the point is that by diversifying its business the company has expanded its Tam its total available market and as I showed you before has maintained a leadership position in the data center is measured by market share now here's a deeper sector analysis of Cisco's business by various sectors and what we're showing here is Cisco's business across a number of sectors comparing the October 18 survey with July 19 and the October 19 surveys so this is net score view and you can see across all customers that Cisco's second-half net score for these sectors which are in the green are showing strong momentum relative to a year ago so here you go Meraki which includes Cisco's wireless business its telephony business parts of its security business core Cisco Networking they're all showing strength now parts of its security portfolio like Open DNS and Sourcefire which is intrusion detection which Cisco bought about six years ago and some at Cisco's voice and video assets are showing slower momentum but Cisco's overall spending momentum is holding on pretty well all right let me talk a moment about some of Cisco's opportunities they're trying to transform into more of a software company with assets like duo app dynamics and they want to focus less on selling boxes and ports and more on licenses and subscriptions so it's also got its got to use software also to unify its many platforms so I want to talk about for a moment about multi cloud hot new area right everybody's talking about it cisco recently made some organizational moves to take its separate cloud group and better align it with Cisco's core operations in a new group that they call cloud strategy and compute now cisco competes in multi cloud with vmware IBM curves Red Hat Microsoft and Google even though they partner with Microsoft and Google so here's some ETR data that looks at key Cloud sectors including the three did I pulled out cloud computing container orchestration and container platforms so these are buyers spending on these three areas so there's 937 in the latest survey you can't see that and because I'm hiding it with the pulldown but trust me but you can see the big players with spending momentum and while cisco doesn't you know show the momentum of an azure or a red hat or even a Google it's in that multi cloud game and my my premise is that cisco is coming at this opportunity from its strengths and networking and it's got more than a fighting chance why because cisco is in my view in the position to connect multiple clouds to on-prem and convince buyers that cisco is the best partner to make networks higher performance more secure and more cost-effective than the competition now let me wrap with some critical comments and then i'll end up on an opportunity with with some comments on edge so the first thing I want to say is well Cisco is dominant in a space it's missed a number of opportunities VMware has beaten Cisco to the punch in the initial move of course to virtual machines and then the nice Sara acquisition NSX as I've shown before is clearly has strong momentum in the market and is really eating into Cisco's core business Cisco's ACI does okay but it's definitely a sore spot Francisco and this represents a crack in the companies Armour containers the move to cloud native architectures is mostly a move to public cloud so it's a replacement or a displacement more so than a head-to-head competition that hurts Cisco here is John Fourier says you have you have cloud native and if you take the T out of cloud native you have cloud naive so cisco along with others must not beat cloud naive rather it has to remain relevant in the cloud as we discussed earlier in the multi cloud discussion now Cisco they were the king of converged infrastructure if you remember with the first wave of Vblock along with the Flex pod from NetApp and it you know changed the server game and drove UCS adoption and then guys like IBM and pure jumped in Cisco really became the standard now well hyper-converged infrastructure didn't really displace Cisco Networking you know Dell VMware with it with VX rail and Nutanix as well as HPE who's in the third position are posing a challenge that's so cisco cisco they everything they really don't play in the lucrative high margin external storage business but there's some challenges there that from a tam standpoint but I don't worry so much about that because despite all the rumors over the years specifically in storage that Cisco is going to buy a storage company and I think there are better opportunities in soft where in the end the edge and as I've said before storage right now is kind of on the back burner it's not it's a very difficult market for a company like Cisco to to enter so I want to talk more about the edge because they think it's a way better opportunity for Cisco Cisco among all the legacy tech vendors and my view could really compete for the edge and the reason I say this is because Cisco is the only legacy player in my opinion that is a solid solid developer strategy and it's because of dev net dev net is the initiative to make all Cisco products programmable we talk a lot about the API economy and infrastructure of code as code and what Cisco is doing is they're taking Cisco certified engineers like CC IES and all these people that they've trained over the years huge number of IT pros and they're retraining them and teaching them how to code on Cisco products to create new use cases new workloads and new applications specifically at the edge and Cisco products are designed to be programmable so they have a developer play and I've always said the edge is going to be won by developers this is why frankly I was so excited last week at reinvent about AWS outpost and the move they're making at the edge because they're essentially bringing their stack to the edge and making it programmable IBM failed to do this with bluemix they couldn't attract developers they they had to go by Red Hat for thirty four billion dollars you know Dell MC they have VMware and they have an opportunity with pivotal but that's got to come together they currently have very little developer synergy in my view specifically with Dell Hardware at least that I can see and there seems to be little or no effort to retrain storage admins and VM admins in the same way that cisco is is doing this with CC IES HPE essentially I see them like Dallin away throwing server boxes over the fence to the edge you know versus really attracting developers to identify sort of new workload new use cases so I like Cisco strategy in this regard and it's something that we're gonna continue to watch very closely and probe this week with Chuck Robbins okay this is date Volante sounding out from this episode of the cube insights powered by ETR thanks for watching everybody and we'll see you next time

from the silicon angle media office in Boston Massachusetts it's the queue now here's your host Stu minimun hi I'm Stu minimun and this is a special cube conversation from our Boston area studio following up from the Cronus global cyber summit it happened recently down in Miami Beach Florida John Fourier was a host there you can always go to the cube net to get all of the content here happy to welcome to the program first I've got Pat Hurley who's the vice president and general manager of Americas for a Cronus and joining him as one of his partners Jason Nolan who's the vice president of business development at S Castle both you locally-based thank you so much for joining us great to be here thanks for having us - all right so Pat why don't we start with you we talked a little bit earlier with William tall about some of the announcements give us some of the things and that specifically might be it'd be important to to the partners like Jason well first of all was a fantastic event was our inaugural cyber summit we had great attendance from our partners and getting a lot of feedback about the content that was there actually Jason was one of our panel speakers we got a lot of very positive feedback there as well fantastic event for us the the food was even great so we enjoyed that it was on Miami Beach fantastic location so from our side we thought was a very successful event now the biggest challenge we will have is making even that much better next year yeah did you get the stone crab while you were down there Jason who is unbelievable huh yeah so you were out the show you got to sit on some panels you know you were feeling the energy it was great to interact for the audience and kind of hear the questions that they had and the excitement and the energy around the messaging was really really powerful all right so bring us a little bit into the solutions how are they benefiting you know all of your partners absolutely so for those of you guys who don't know really who Acronis does a lot of people know us really as a backup company from back in the day maybe consumer backup maybe small medium-sized business on-premise backup solutions we've completely transformed the company over the last few years and how we talk about cyber protection which is the combination of cybersecurity and and and data protection we frame that in some tenants that we call sabes so safety accessibility privacy authenticity and security we take those solutions delivering the partners like as cast so that they can then wrap additional services around their customer base to increase the ARPU that they're getting there increase the margin that they're collecting from their customers and obviously deliver an end-to-end complete cyber protection solution all right so Jason you're here is the voice of the customer so as Castle what are your customers telling you and how does that resonate with them so for our customers data protection has always been important they've had to address the number one rule is never lose the data and with the cyber threats today always changing they're not sure what to do so they turn to us as their service provider to help guide them through you know to make sure that they're not one of the next companies on the news and it's nice as a service provider to be able to combine those those services and products with a vendor like a Cronus so that we can provide more value we can strengthen relationships and not have 300 vendors that we have to work with all right my understanding you spend a lot of time with the financial institutions absolutely they don't want to be the next one you know on the front page of the paper in the news on the radio and the like so anything specifically for them that that's worth calling out so I think with the financial services companies having the ability to protect their data their portfolio that they hold you know so important to their business they don't want anyone to have access to that and if any of their so they have to meet the requirements of the investors they have to meet the requirements of the financial institutions and make sure that they're following all of the different guidelines and depending on which markets are in what countries are in they all have different data sovereignty rules they have to deal with gdpr and so there's a lot of different areas that they need to navigate and so they as castle as a service provider we help them understand you know and kind of build that in as a standard and that's what we've done with the Cronus is we've built in the data protection strategy and now we can look at adding in the cybersecurity components to our portfolio to help give them that comprehensive suite and then I you can imagine how it takes a lot of different solutions to pack those together to provide an end band solution for their customers I think one of the beauties of recurrence is that we allow you to provide multiple services in a single pane of glass so you get a lot of very smart people on your team that have to manage multiple solutions what we try to provide is that single opportunity that single solution they learn one thing where they can be backup disaster recovery secure files things are all in one platform allow them to kind of minimize the number of solutions they need to be experts on to provide their customers the highest level service all right Jason security is a very much a multi-faceted you know ever-growing landscape out there tell us how is castle partners with the Cronus and how it fits into your your overall services so our partnership with the Cronus first started with data protection it was one of the first solutions that we were able to find that was able to fit every use case so as a platform as a service provider we're supporting on-premise legacy equipment our hosted VMware cloud infrastructure multi-tenant and infrastructure as your every flavor of cloud services you could imagine because we want the customer to have the solution that fits their needs the best and what we were looking for and a Cronus was able to provide for us was one platform of data protection that was able to be universal across all the different use cases so that's where it starts as a foundation always protecting the data always having a backup in multiple locations and all of our data centers worldwide and now to be able to layer on top of that some of the cybersecurity components in one single pane of glass is only going to allow us to give a better level of service to our customers and Panna I expect that a lot of stuff that we talked about with the financial services translate to many other industries yeah I mean the of the day data's data right and you could talk about different verticals how they use that data the other day it's all about protecting the data making sure your data is secure making sure you have an authentic copy of your data making sure that everything is secure so for us you know we we are known as a backup company but backup is kind of going away you need a more complete solution so one of the things that all these guide bad bad doers out they're doing is they're really trying to go after your backups and trying to lock them down because they understand that that's a first place you're gonna go to try to recover from a ransomware attack our solutions are based on artificial intelligence allowing the machine learning capabilities within our solutions to detect those from from the beginning from to prevent our customers from a zero-day attack so that you're not relying on that one backup to make sure your infrastructure can get back up and running you know and Jason maybe just frame for us the relationship between you and your customers and security you hear everything from you know certain cloud providers are like you know well you know we're like your landlord you know you made her lock your doors and take care of all that stuff and others are more you know hey we're gonna you know really go belly to belly with you and make sure that we've done everything bulletproof with you but what do you hear these days and what we're hearing from the customers is that they're looking to everyone is looking to migrate either start their cloud strategy if they haven't if they've been you know behind the curve if they've had a cloud strategy they were looking to increase we've actually had some customers want to maybe come out of the hyperscale as already so there's a lot of different use cases a lot of different journeys that the customers run and I think helping them navigate so what we've been able to do is as part of our services is wrap around the different cloud services a layer of security at each component so there's that perimeter network the you know there's all of the firewalls next-gen firewalls are now are a requirement they're no longer optional mobile devices endpoint protection network security fishing spearfishing user education there's so many different things that that their own employees need to be aware of that they never had to worry about before and it's it's almost you know like 20 years ago when disaster recovery emerged on the market cybersecurity now is front and center and if you're not paying attention to it at some point it's gonna come up and bite them so we're working with our customers to make sure they never have to deal with that yeah and I think an important part of that it's no longer just the data center right it's all those edge devices right we live in a very connect world data is transferred across multiple devices every day so there's different points where there's a vulnerability that could be identified and you can't just rely on an end user to make sure that they're protecting me well and especially if I know when I was having the earlier conversation with William we're talking about the smbs you know you know if the enterprise I've got my C so and I've got my team and I'm gonna work on that if I'm the SMB well it might be a generalist that security is under the bucket of all the other things that they need to do and therefore they're going to need to turn to their platforms and their partners to help them with a lot of this I mean to say they go to the IT guy right who say well he resolves everything at the end of the day enterprises have big budgets to spend on the stuff I heard something for the analysts reports that you know they're talking about high-level guy at Bank America so what's your budget for cybersecurity I have a budget that ever needs to be spent we're gonna spend on that to make sure that our customers data is secure what we really try to do is package lot of that stuff together to make it affordable complete secure for any customers no I absolutely think most of your customers don't have the billions of dollars to be able to say that they've at least done what they needed to do to make sure that they've they've done all they can so Jason I'll give you the final word first and Pat for you know things that you took away from the show and bring in to your customers so a in the panel discussion we had at the show we were asked to talk about different experiences as a service provider and one of the things that was really important for us that came from the audience was you know what does it take to switch how do you select your vendors and I think what's often overlooked by service riders is the cost of choosing a vendor and what we mean by that is if we were to choose the wrong vendor there is a huge cost of operations to switch from one vendor to the other where you're taking a very limited resource pool of the people on the operations team that are usually focused on on boarding new customers servicing the existing customer base generating revenue who now have to go to non revenue operations just to make that heavy-lift of a transition so picking the partnership with the Kronus was really important to us we made that change and it's been the best decision we've ever made yeah just to piggyback off of that we're not someone that our partners right so we considered as Castle be very strong channel partner of ours they give us reach into that mm custer community the other day they're really the experts we're providing some technology they can rely upon upon to provide a secure complete solution for their customers but that was really the key takeaway for me as you're able to interact face-to-face with your partners directly you're able to hear some of the pain points that they deal with on a daily basis it's not over email so I don't know phone calling on a zoom or WebEx you know you're talking face-to-face these guys understand those real-time problems and working toward solutions together at one big event so that's been fantastic we hope to double attendance for the next event and bring even more partners into the fold pen Jason thank you so much for sharing your takeaways from the Acronis global cybersecurity summit I'm Stu Mittleman and thanks as always for watching the cute

from New York it's the cube covering escape 19 okay welcome back to the cube coverage New York City for the inaugural multi-cloud conference the first one ever in the industry is called escape 2019 we're in New York so escapee from New York City from cloud that's the conversation all the thought leaders are here and executives people thinking about the next generation architecture and top tracks are all here if it's Wednesday who's the chief information security officer for Flextronics flex let's thank you for coming on love to have see so some because security seems to be there always a top conversation you got a very busy job I do yes you heard a lot of pressure all the time it's fun it's so fun for me so yeah as a Caesar and it's always like security stop in mind right of everyone out these days yeah and it's very sir one of the most interesting job I think most of the interesting for my trophies I learned so much about our business and they have insight into so many things that's actually really great you know one of the things I was just talking about on the kind of cube conversation was you know how date is really important part of it and how data backup and recovery was built on old thinking around you know data centers failing floods hurricanes electricity gets outages but the biggest disruption in business today is security security threats and so that's the cyber security pressure it's causing CISOs to to be mindful of the best architecture the best platform do we have the right tools so I wanna get your thoughts how are you thinking about that as an organization because you are you building in-house developers are you how you how are you organizing how are you gearing up to fight the battles that need to be fought so I am and I'm with the company so if Lex is a big manufacturing company right 26 billion so we have a lot of p2p business not consumer business which is I believe a different perspective of security versus actually like a consumer company facing so and I'm if in a security team for 15 years so we put it up like security operations and the orders kind of things really right we're old school I am what school learnt everything in that right but you a lot of IOT I mean you just really achieve oh yeah Industrial tea it's one of the topic but coming back to you you're right data is actually the center in Flour business data is getting more center right you collect data from the machine you collect data actually for the business actually to make more decisions right and could be predictive maintenance could be inventory management there could be a lot of things right you have to think about it so and the funny thing is I'm real I'm the seasonal for five years 15 years with the security team 20 years with the company so I rebuilt the team always like every three four years you like it's a kind of rebirth of the team we renew we add new skills right and cloud is one of the things which I think it's a fundamental change and the change is actually with it's actually on the development side what it means with that it's a security team has to move to serve the developers and the problem if the wood school was always like it's after sort so why I secured to such an issue because we had to do patching after we found vulnerabilities right and then old network is unsecure you need to wrap something around that like we did firewall so it was always an after sort now with the cloud it's changing because you have a lot of different things to do but basically we need to enable developers to be very quick and deploy their software very quickly so you know it is a fundamental change in the way you have to think the particular yeah and then that brings up the good question love to ask you because given you guys again not a consumer like Capital One yeah they don't challenge they got they weren't hacked Amazon actually the firewall was misconfigured an s3 bucket but that's a consumer company you have data though you're an industrial company got a lot of industrial IOT ransomware folks are targeting data yes and everyone's a target it's your surface area is large but you probably lock that down in the past so how are you thinking about all this new stuff so yeah I mean IOT it's I mean I would tease the problem as you said Industrial right it's not solved yet completely right because they still have to rethink a lot of the vendors providing this machinery which you've purchased for 25-30 years right this Silla wood school right sometimes like the one witness you can't upgrade or whatever such basic things they'd be lacking actually in terms of security there still has to be a shift in this you know not just in the industry but in a general thinking how you do that yes I have a big environment so we locked it down we use a lot of innovative technologies actually preventive measurements was also detected measuring and you need to create kind of mightily a concept where you actually start okay what is if this figures how we test it okay this face do we have other measurements where we can try to prevent measure stop those kind of things right but Wrentham is a big one there's other things as you know like hacking I mean they're kept in I was healing probably the capital one was an interesting money my I believe in that for the cloud its configuration issues right which I think it comes with cloud security it's about policy and configuration management right how you manage that and how you think about it but it's not it was not a nation gonna solve that I mean that's a open s3 bucket that's trivial I wasn't a big yes and no you look if you look at that it was a little bit more in detail so it was actually the back firewall was misconfigured which is a mod security running on a fresh air but the Miss configuration was actually a SS as server surgery force request issue which means like you tricked this firewall in giving you information you shouldn't give you so it was a little bit more granular as people think it was right just as free pocket configuration so it was a little bit more greener but I think that's the word the difficult comes about it which every security it's a complex problem right it's the many things you have - configuration error it was a configuration dumb as an s3 bucket no it was not rounded more sophisticated but not that sophisticated was it yellow what the change I would not sophisticated but something it's not easy to solve so you have to think about it but you're right it's still something exploit from a corner case it's still something you could have I mean I I'm careful to say you could have avoided yes you could because that's for sure but I know it's a complex environment right I'm not a human as humans involved and I know I don't know that eaters exactly we only know that once it's published right so it's very hard to to charge well let's bring some cloud security so let me ask you on multi-cloud this is a multi cloud conference what's your definition of multi-cloud how do you look at the multiple clouds for me more debris cloud is actually doesn't matter we had the good keynote where I said it's a bunch of service right that's how I see my two cloud it's a bunch of service could be my data centers in the public cloud data centers with different vendors that's what a cow is where I move my services should be actually independent from the public hybrid on-premise whatever it is right that's basically how I see it so it doesn't matter it's infrastructure on demand leverage it leverage it it could be say hey today I spin off this test server but you know what today it seems to be a cheaper all running on the Eva Lovelace versus CPC let's do it here next day next week we might do it somewhere else whatever you trigger whatever what is your requirements so you'd only look at that resource that like that how do you think about the cloud security then because the configurations compliance how do you how do you stay on top of that so that's an interesting thing because we a big enterprise but we as you said know consumer business so our problem is to find the right skill set to attract the right people to our company to do that right because this is our we have some cloud but it's not yet there's a journey we are trying to do as most of the enterprise so we're looking into startups managed services we say okay where are the gaps where we have to really have to outsource some of the things and gaps where we need to get information what's your advice to other CISOs out there that are in the b2b space of none other deal to consumer but I have to get serious that is now becoming more industrialized on the IOT side because you guys have been you know been there done that you have a big footprint on the IOT because you're history but as people get more facilities and they have more virtual offices more people working the edge is extending what's your advice to those CEOs who have to deal with this industrial and IOT edge I think you have to visibility is the key ingredient is first right if you don't know what you have it's very hard to understand what's the risk portfolios right so you need to find the right to set and don't believe you know what they have it's fantastic what you see when you use the right tool what this is everything is connected I mean basically even like I found like this coffee market I connect the devices right it's like like everyone just don't understand like it's kind of light poles get both wake multi-threaded processor what is that doing so there's I mean but visibility is a key ingredient so you have to understand and then you have to look into how you might take a terrace what is your risk about it right I mean if the coffee mug goes down I don't really care but if my testicles sound and I shut down the production I really care about that so you need to understand that risk and say how can i mitigating risk so while I got you here what's your final question what's your message to suppliers out there that all want to sell you something they want to sell you another tool you know an another tool you know I got a platform I got a tool you mean this here 750 which is existing now like the cybersecurity if you go to I say conferences unbelievable right it's like I want to sell you something you're the top dog I use shrinking suppliers down are you looking at some sort of standard API way to deal with them because you know you're obviously probably thinking about platforming and data visibility is critical what's your philosophy on how to support medieval suppliers so usually honestly the most time I really go in so for innovative technology we built in our company our so-called strategic partnership program were being it for startups and most of the time we engage we start of services or through other channels right but you get introduced and you review with a proof of concept of value the technology and we try to keep it like as a minimum value product very short time and say okay let's show what you can where your gaps are and can we get with you guys and come and get you but don't send me an email don't call me because I usually not react I have a job to do so that's most of the time where the disease were what comes all of the guys that hey I found another scissors tell me there's great technology you should look into that and what shows do you go to what events do you hang out and what are good events for you in this in the space RSA Red Hat black depth on are there certain events that you go to that you think are valuable I mean it's easily I go to the to the RSA Conference ership because actually it's very close to me as well yeah and being part being out of Santa C I recommend the b-sides actually I like the peace sign that these guys are great the pieces are great I think they are real value and then I try to a smaller circus I'd be a fun person around papers there's b-sides for folks watching is an alternative group of community industry participants they have kind of a b-side of a side like an album but it's essentially community event they do hackathons and variety of other cool things where people get together very unstructured kind of cool conference addition to bigger conferences I can't recommend desk yeah bitch thanks for coming on and sharing your insights there's pleasure there's a cube coverage here in New York City we're not escaping from the University escape conference the first multi-cloud conference in the industry we'll see how it goes if they're successful they might be back next year if not they won't be but I think multi-class here today what do you think okay great thanks for coming on I'm John Fourier thanks for watching

live from Washington DC it's the cube covering booby world 19 to you by booby welcome to the cubes coverage of boomy world 2019 I'm Lisa Martin with John Fourier John it's great to be back hosting gloomy world with you in DC this year last year in Vegas this year in DC a lot of government business a lot of public sector a lot of tech for good going on in the keynotes we will be continuing to take their culture expanding this cloud mindset and service model low code data integration unified platforms boomy verts a new introduction a lot of great announcements a great company I like I'm like I like gloomy I do too the energy here is great you know Lumi world 2018 was only 11 months ago John you mentioned we were in Vegas and they have added another 1500 plus new customers now there are over nine thousand customers in 80 countries 580 partners and customers are crossing every industry I had a great opportunity to speak with about a dozen boomy customers in the last week and their Bhoomi fandom it sounds kind of silly but it's really true what they have enabled their customers to achieve like this morning we heard from American Cancer Society for example Gilead leading hotels of the world is really enabling businesses to transform yeah you know day Volante and i we started covering the big data world in 2010 when we first started the cube you know one of the things that they observe and the research was that the value was going to be created and captured by practitioners not so much the vendor selling product at that point but it was cloud computing you know the theme of Bumi is business outcomes accelerated and the big trend that's driving it is that practitioners who are launching projects of either aanchal in the cloud or on-premise premises they're the ones who are getting the value out of it so what's happening is you're seeing with the ability to start projects quickly small projects and the number of projects a company has in their digital transformation is increasing this is the mega trend and from those projects whether it's a mobile app or a SAS solution or anything it's thrown off data so what's happening is you have this trend trend of more projects with the need to get them up and running fast getting to value and that is where Bumi's kind of hit their sweet spot because they got a platform that allows people to launch projects fast small medium or large projects and get them done quickly and that's throwing off value but from the value not only is the doubling down on those projects it's the data so the unification of the data and integrating it in it really kind of is Nirvana for a business owner a developer or an application because the platform allows that to happen and that's where this new world of Cloud 2.0 is kind of hitting its stride right now and that's why companies are getting the profitability and the old model of you know get growth at all costs and losses like we see on the public markets we work in other unicorns they're just investing to take territory and the profits aren't there because they're not enabling those kinds of outcomes so I think Bumi's in a nice spot I think is a nice portfolio for Dell to have this company I think this is gonna be the next pivotal I think what pivotal did with JAL technologies was a big part of their growth I think that and they were very successful in public then they ended up getting bought back by VMware and Dell technologies I think Bumi's the next rising star in the Dell technologies portfolio they won't say that publicly they won't say it on the record they won't even admit it privately but that's kind of what's going on well when we were at Dell technology's world Jon covering the cube with two sets for three days Michael talked about Michael Dell talked about Bumi as the number one cloud integration platform and as the iPad market has evolved in the last ten years you know it's gone from needing to connect cloud to on-prem unprimed edge and Bumi's uniquely positioned as this single instance multi-tenant cloud application delivered as a service and as Chris McNab CEO of Bhumi says who will be on momentarily with us our unfair advantage is our customers and the customers are all leveraging the platforms we just talked about the outcomes with the projects but here's the other advantage that bloomie has they have a anonymized data model where they get the benefit of the collective customer base so the collective data can give them better insights and companies that are successful that have gone public recently coppa software and others these guys are using the data create more advantage for their customers again this is one of those again nuance points but that's where the value is the value is in the day to date is the new software and this is where the advantage is interesting Michael Dell is interested in Bhumi I asked him around 2014 you know outside of VMware the crown jewel of Dell I said what are you interested in and he said pivotal and he was geeking out on pivotal because he saw the value of pivotal last year I asked Michael Dell what do you want sitting down and he said Bhumi I think he sees Bhumi as a key element in that bringing the glue together for the overall dealt with technology platform well there's a great story how when Dell was acquiring many companies not too long ago Gumi was really the center of that universe for facilitating these integrations you talk about data we talk about it John at every show customers do as well whether you're calling it the new oil gold the lifeblood currency of an organization if it is siloed in hundreds of applications and a business cannot trust where's my single source of truth its value cannot be harnessed and one of the things Bhoomi does really well with master data hub is to allow I think they said there they can connect now with over 1500 endpoints like Salesforce NetSuite for example allowing customers to synchronize data between applications dramatically transforming everything from customer our employee onboarding to a call center experience yeah I mean I think the digital transformation is a topic that's been talking about ad nauseam it's been kicked around become a cliche but we look at digital transformation it's people process and technologies and the process and technology side people have good visibility and what the options are out they get cloud you've got on-premise got a lot of software software-defined stuff but the people equation is interesting we were just at Red Hat's ansible Fest last week and in the automation space on the DevOps side the people are actually getting the outcomes that they need and that value piece and we were talking about that's the third leg of the stool of digital transformation so Dell tech Gee's has boomy which hits that spot directly the people here are achieving their outcomes that they want in their projects they're getting that value that energizes the people component and helps the cultural shift on digital transformation so I think the people aspect of what boom he's doing is super critical that is the the final chapter of digital transformation people process technology processes are up being automated the technology's there it's the people equation and they're doing it you're right they are doing it and that's hard a number of customers have Bumi's that I spoke with yesterday I talked about one of the main I always say to customers what were the business differentiators what were the technical differentiators and a lot of them will talk about Bumi's cultural alignment with their own culture as really standing out considerably against their peers you and I were talking before we went live about just the atmosphere in the keynote sort of some of the the tongue-in-cheek they are really people helping other people and you get that feeling but customers are talking as well about dramatic transformations to their productivity that they actually didn't even expect to get when they said we need to integrate a sales force with a transport management system for example and whoa suddenly we are saving whatever it's X number of clicks that really starts to snowball in terms of hours saved per person per month per year yeah I think what's interesting from the keynote today is there it builds on last year's boomy where we asked Chris port the CE OS variety and the CEO as well what their what their strategy was what they're investing in they said we're investing in the product and they continue to invest in the product and now with AI and The Voice integration voice enabled our voice accessible data sets you're starting to see that integration piece go another level I think that's interesting that sets the table for the AI stuff that they're doing and I think that's gonna be again leveraging that unified data set that to me is a big deal I think that's the top story here is that you starting to see a product focus using the data having those data integration points with voice and other mediums and if they can get that right then that's a nice automation layer that's gonna be where the next level of value for bloom he's gonna be created you know and their challenge is their small team they hired 750 people in q2 of this year they're hiring more people so can they kind of keep the rocket ship going on the customer growth and again it's a SAS business model it's a unified data set so I like this I like their their fundamentals so you talk about AI and one of the big announcements came out this morning that Chris McNabb CEO talked about with Accenture is what they're doing to partner together to enable conversational AI and one of the women from eccentric who was on stage will be joining us later today and I loved how she and Chris we're talking about you know we all interact with AI whether we're calling an ISP or some sort of call center and you're screaming agent into the phone because it's really starting to frustrate you one of the things that I had a mind shift on earlier this year while covering a show for the cube was hey that's actually our opportunity as regular folks on the street to help the models learn and train and what they showed today on that fun demo was how they're actually talking to be the boom I bought about looking at you know for example employee onboarding what percent complete is that what needs to be done and how can I actually use voice recognition to get other processes within the organization across business units done I do though think what about somebody like Meryl Streep who can do all these different accents when conversational AI comes up and it's gonna recognize your voices the footprint that was one thing I thought about these people that you know that have great ability to mimic accents gonna do well and they're as big as Amazon they can get the celebrities Amazon just kept Alexa as now the voices from celebrities I think it's pretty cool I think one of the things that I think is important to talk about in this keynote was the key my key takeaway was they hit the core themes unified data set which is their value multi-cloud global customers ecosystem partners low code developer environments are changing and developing fast and data integration this is the key areas of topics and what they announced here on stage was the voice accessible data services that secure and scalable more low code conversations projects are being deployed faster and this transformation journey and I think if I look at blew me outside of those strengths I just mentioned I think they're challenged lisa is going to be can they foster the ecosystem can they build those blocking and tackling things that they need to get done in the marketplace on the go to market how see the customer growth is there can they develop that ecosystem once that ecosystem is developed then you're gonna see more more action there but it's still small then they got to do some more work I think the momentum is there and we should definitely point out that we are in DC which is symbolic for a be me just a few weeks ago in August they announced FedRAMP authorization they are one of not the first but one of the first iPad vendors in the a in the FedRAMP marketplace but something that that Chris McNabb and look at my notes here said this morning was they were the first iPads vendor to get certified in five months and their competitor I have a feeling I know who it is took 18 months so they're proud of that that really but he also said in something that we can unpack with Chris McNabb a little bit later today is that the federal certification the availability in the marketplace opens up even more opportunities not just for federal from a security from a privacy perspective yeah this is a big this is a big story I think this is gonna be a subtext because they're well they're another announcements but that FedRAMP certification in record time as you pointed out it's significant for a couple of reasons we've been following the government transformation since the CIA deal of AWS and the recent jedi contract which we've been talking a lot about really points to the modernization of the government and the procurement and the government is going through its own transformation and the ones that are being successful the ones that have all the attributes that boom he has cloud-based unified data sets security built in these are the fast track to the modern infrastructure that's what the government's doing so I'm expecting a lot of DC business I think it's kind of not a flu that they're in DC here for a reason they're here to do some business they're doing work with the veterans they're doing work with American Cancer Society other things but the government I think they're gonna do a lot of government business because once they get that certification that's going to open up a ton of business and we've seen the government is leaning towards modern architectures not the old-school Oracle's of the world so you know that is definitely changing and I think they're in a good position you brought up American Cancer Society and veterans two things that we're nearing dear to my heart and it was great see one how boomy is working with American Cancer Society their CIO was on stage he will be joining you and I this afternoon about how they are leveraging Bhumi for I think they call it service match to match cancer patients with uber and lyft drivers to get people to their treatment in back and how that was enabled by Bhumi I just thought was was the story that will resonate with every single person regardless of where you live what industry that you're in that's transformative and that's such a service that is so critical well that's that points to the validation of the trend we were just talking about that at the beginning was the trend about getting projects off the ground isn't about some IT department it could come from someone who sees an opportunity to solve a problem in the business or their mission in this case your example this is huge because the time to value is faster so it's not an IT lead thing it's a business or mission driven outcome so throwing an app together and and mashing up you know GPS and other things to provide value that's where the action is that's why there's so much action in cloud that's why boom he's doing so well because they're hitting that mark right there doesn't it's not hard to do you know time to value can be one of those as a marketer how do you actually measure that but we're seeing roles exactly it works seeing that in so many different use cases of themI in so many different industries whether it's American Cancer Society or Sky powering Internet and services for customers elisa listen this is this is a big thing that people always whitewash and they try to hide the ball on and we're now living in a transparent era of a modern infrastructure and these applications you cannot hide the ball on success it's either has value or a dozen as valuating throwing off revenue because people pay for value and if it's being used from a mission standpoint that's undeniable so what's happening now is that the new kpi's our success can be defined and you you haven't helped KPIs and dashboards and say hey are people paying for it boom top-line revenue bottom line profit usage on apps so there's no more you know people fudging the numbers or trying to hide the ball on whether a project was successful that this is a gonna change the landscape significantly it is and we're gonna unpack all of that today John we've got a whole bunch of the booming on today some partners and some customers as well so guys stick with us John and I have a grateful day packed Lisa Martin with John Fourier you're watching the cube from booming world 19

live from San Francisco celebrating ten years of high-tech coverage it's the cube covering vmworld 2019 brought to you by VMware and its ecosystem partners welcome to day two of the cubes coverage of VMworld 2019 double vowels two sets going on on our other set day Volante and John Fourier they're talking to Michael Dell they're talking to passenger but over here we know where the hot action is talking about even Steve Young you know the Hall of Fame quarterback from the 49ers knows what hyper-converged infrastructure is and they're from well I'm excited to welcome back to the program Chad Dunn who is the vice president of product management and hyper-converged infrastructure for Delly MC Chad great to see you great to be back soon and also I want to also welcome my guest host for this segment who is Bobby Allen coming up to us from Charlotte North Carolina a cube alum now flipping the desk and gonna be asking some questions with me so Chad well my first question is why did you put me up against Michael and Pat well because we knew you could take it you know some people would be like oh that's the other Chad even but Ron you know HCI you know still a big story it's a big piece of what goes into VMware's vfc yeah story there you know VMware's talking about there's 20,000 deployments that they have a v san and i believe you might know who the number one partner is in the number one solution set out of those 20 thousands I think I might and I think that's also the leading product in terms of volume and the leading product in terms of revenue in the hyper-converged market as a blast so I will give you a second you know give us some of the you know you know the the drum beat the chest thumping of how the VX RL product line and and your portfolio is doing the the portfolio is doing great and the integration of V CF on VX rail is just throwing gasoline on to the fire in terms of adoption you know we see hyper-converged now mainstream moving into the data center mission-critical applications are being run on it infrastructure as a service right alongside container as a service so a few things that we announced this week in addition to you know the latest update of VCF on rail we added fibre channel 2 to V X rail a move that people are very is very polarizing move for people to chat why we have people who continue to love their primary storage arrays that are fiber channel connected and very often we're selling to someone who's refreshing servers but they have life left on the the array they want to preserve it they want to migrate data so they demanded fiber channel we gave them fiber right so if I understand this though it's that I've seen certain HD eyes where there's like you know a faucet on the side that I can plug in I scuzzy now you're just saying there's that it's not like you haven't a V X rail that is you know fiber dole baked in through and through so there's a server architect there's still v Santa at the core of VX rail but we give you the option now attaching primary storage either in the context of VCF or or in standalone other big news is we've recently refreshed a product line to the next generation of Xeon processor the cascade Lake version that gives us about a 28 to 30 percent performance increase and Intel opt in cache drives so there are lots of hardware updates along with software updates that that accelerate our LCM or lifecycle management process so Chad thank you for the update but I've got a different question I want to go in a different direction I talk to customers all the time cxos what would you tell the ciock so who's who's scared to invest more in the data center because public cloud seems like the one is in its sales but obviously Dell has a story to tell how do you help them defend their their turf well III I don't think they should get territorial about that every customer that I engaged with has a hybrid cloud strategy and very often it's more than one public cloud there's always a champion challenger relationship right we as CX know you want to keep your vendors honest correct right so you may have multiple public clouds you may have multiple infrastructure providers but VMware and in VCF on the X rail can be that common thread between the two so I can use tools like VMware Cloud Health to determine where it makes sense to run the workload I think very seamlessly move that workload from a VCF on VX rail deployment into a public cloud when it makes sense I can bring it back when it makes sense I can move it to Amazon to Azure to Google to any one of the VMware cloud providers and really hedge my bets right in terms of where it's best to run that workload so we encourage public cloud are you seeing customers actually take advantage of those capabilities yet or is it something they're still kind of waiting to see how that develops in terms of hybrid multi-cloud we see customers taking advantage of it right away so I'll give you an example I have a large retail customer right now and they've got about 900 different workloads that are existing virtual machines so they're looking at how they either refactor those into cloud native and move them into the cloud or whether they rationalize some of those away which is sort of a natural process with the Dell technologies cloud platform which is based on VCF on the X rail they can effectively put off that decision and they can move those workloads into the public cloud as virtual machines and start to enjoy those economics while they decide which ones to refactor while they decide which ones to rationalize away yeah so chata tell tech world we talked a bunch about how I have you know V X rel is the underpinning for the VMware cloud on Dell EMC right here at the show you know we talk a lot about cloud and even you know kubernetes was mentioned just a few times a couple of times in the keynote there was some guy in the audience you know Hootin Hollerin about some of that but you know help us you know draw the line you know where your customers today what are they starting to do and you know where does that put this portfolio extend to in the future great well first of all I'm gonna do a session tomorrow morning at 9:30 and we're gonna be talking about the business aspect of containers of service and kubernetes to customers so a good session to check out if if the viewers can but from our perspective we see customers at different points in that journey toward container as a service or cloud native on their premises or in a hybrid cloud scenario and it's funny one of the slides that I'll do tomorrow says that about 71 percent of customers are spending their budgets on operating their infrastructures and services are traditional VMs when they want to be able to reinvest some of that money and move to cloud native now this is almost the exact same slide and same percentage that we use you know five six eight years ago to talk about keeping the lights on with 70 percent of IT budgets it was 8020 back then so it's the exact same dynamic we're seeing it really be mainstreamed now every dtw or EMC world that I would go to I would always ask how much of your workload is cloud native they would always say 1% how much is it going to be in five years they say we have no idea now they're telling us about what those projects are and and they're rapidly adopting them but the nice thing about the VCF on rail is you can create workload domains that are traditional infrastructure as a service with virtual machines but you can also spin up container as a service workload domain with d KS and NS xt and so as you start to refactor those applications and there's that balance changes you simply increase the number and the size of your cloud native workload domains and you shrink your infrastructure as a service so you're in an ideal spot to be able to run virtual infrastructure workload domains virtual desktop workload domains cloud native workload domains consistent operating model across-the-board consistent hardware layer which is VX rail so you get those economics and as your business demands change you as an IT operator are able to serve those DevOps organizations within your company because if you're not providing them a kubernetes dial-tone they're gonna find it right and you're gonna see shadow IT spring up and they're gonna be in the public cloud before you know what happens so Chad want one of the things that I'm curious about so this is a software conference obviously right we're talking about a lot of the goodness that's hypervisor and above yep what would you say to the person who says doesn't matter what sort of hardware I'm running is that a commodity what is Dells differentiate a value in this software-defined world if I wanted to be a smart aleck I would tell you to look at some of the other hyper-converged competitors who went software only and then go take a look at their market cap but if I wanted to be serious I would say that hardware really does matter and when you look at you know how we need to lifecycle manage that infrastructure and make it seamless and effortless for the customer it means that you need to think about that hardware layer so if I look inside a PowerEdge server for example there are between nine and twelve different programmable parts from BIOS to HBAs to drive firmware backplane power supply you name it all those things have dependencies on the software drivers that you use being able to look at that all in context and be able to update that all at once so users don't have to worry about the bits and bytes of drivers and and firmware compatibility really saves them money saves them time and effort and lets them concentrate on things they're gonna differentiate their business and we see customers making that switch daily now and understanding that they can now redeploy some of that cost and resources toward things that are more differentiated like you know moving to cloud native so Chad what about the folks that have a they've got a Dell footprint they've got some other competitors and that how do you help them where there may be in the midst of changing over right they've got some other manufacturers that provided hardware before some of that story may not be as consistent so what can they do when they may be in the midst of a change over so you really need to look at what that operating expense savings is gonna be so we we certainly want to get as much life out of that existing infrastructure as we can and then provide migration fibre channel and and IP attached storage is an example of that right where people are not necessarily ready to move away from those arrays so say great right continue to leverage those assets but also if it's an existing VC on infrastructure based on bare metal servers the migration from one VC on environment to another is a pretty seamless one right because you preserve that storage policy based management as you make the migration so you know it typically is a pretty easy migration for customers to move on to hyper conversion they think and obviously we'll provide whatever professional services are necessary right if you look it by the way and I'll plug VMware since I'm at at VMworld if you look at VMware HDX if we're doing migration across these environments either to or from a public cloud or from a legacy environment to a next-generation HCI environment that's one of the coolest tools out there for doing that migration and preserving all the policies security and Software Defined Networking policies and micro segmentation from one environment to the other so really impressed with with what VMware has done there yeah definitely a theme we've heard it this show is you know VMware talk to their install base and says oh my gosh you look at all these cloud native things out there and kubernetes is super hard so you know we're gonna build it enable it in there um when I've looked at the you know Dell and VMware family there's been a few different kubernetes options out there help gives a little clarity where that fits into your world and you know where we are today where it's going kind of yeah future yeah there has been a sort of a dichotomy of you know cloud native ins inside VMware and cloud native inside pivotal for example and we've worked with with both of those organizations in fact we've been very successful with what platform and container as a service on the x rail going to market with pivotal but now that PKS is moving into VMware and really all of pivotal is moving into VMware it sort of unifies that strategy and if you look at the acquisitions that VMware is making with hep tio and others and actually embedding kubernetes into ESX I I mean that's a game changer an absolutely game-changer so now we have all of the the software assets to you know build run and manage cloud native were closed all within the VMware portfolio now the great thing about VX rail is we inherit all that work natively and build that natively into our hyper-converged platform so you know we sort of get that for free so you know not only can we now be the the leading hyper-converged infrastructure player for infrastructure as a service of traditional VMs we now can expand that and be the number one player in the new container world and you know as you saw with the the performance discussion that Pat had yesterday they actually see these things running faster in a virtualized ESXi environment than we do on bare metal only single digits but that's pretty impressive right it's very counter intuitive right so we're really happy to be able to take advantage of that and we have still have the pivotal labs team which really gets engaged with these customers to make it more transformational in terms of how they develop and how they deliver applications to their end users and by the way I mean not to preview something that's pretty far down the road we're looking at how we change up how we deliver software updates in VX rail and how we architect the software to make it a continuous integration continuous delivery pipeline because we need to make the infrastructure more intelligent and more agile and products like VX rail ace which we just announced a dtw does exactly that right it gives us the ability to pull back telemetry from VX rail apply machine learning and in an artificial intelligence to it in our own cloud and then push that data back out to our VX rail users to Auto remediating problems so the infrastructure is going to get more agile and it's going to get more intelligent as we go yeah um we've been talking a bit about some of the future stuff before we go but want to bring back to you know one of the core things that we wanted to do in this space it was simplification how do we make it super easy when I talk to most people that do HCI it's like you know where is that it's like I don't know it got installed and I've never touched it since then my understanding you're doing some things even on the management side to make things even easier there's some virtual reality in there too no we like to think everything is real reality yeah we are doing things to to even further simplify our lifecycle management process to make that that infrastructure something that that operators don't need to worry about so we're now doing pre staging of updates future scheduling of updates pause and resume of updates to fit within customers maintenance windows more effectively we'll be doing updates that are delivered via the cloud through the ACE platform coming up in in a release that's that's about to ship so again the idea is to you know simultaneously make the the product more flexible but maintain the simplicity because as I said we've moved into these core data center deployments where people are buying you know six hundred eight hundred thousand units at a time and deploying its scale and they expect flexibility you know all the flexibility you would get with an ESXi server with all the simplification and and day 2 operations that you get from HDI so we're in a constant state of trying to balance those two things and optimize for both use cases and by the way at the same time software-defined networking containers are coming at us at light speed the VMware has acquired more more companies in the last three months and then I can name I can name them all so it's a very fast-moving space yeah I don't think I can keep over the last week all right Bobby final question I guess quick sound bite what should people know about VMware cloud on Dale that they don't know VMware cloud on Dell EMC formerly project to mention right the extension of the MC on the customer premises I think this is incredibly strategic for us and for VMware because it gives you that cloud consumption model on-premises in an operating expense model so just into two initial access with that beta customers are turned up and the feedback has been extremely positive vmware dell technologies cloud platform which is VCF on VX rail really off to the races on that right we've had huge uptake in that we're seeing deals of literally hundreds of nodes at a time data centers at a time are consuming this deploying it we're demoing it here at the show if you go to the nvidia booth all the VDI demos are being run on VCF on VX rail that's sitting over in a hotel across the street it's a very hot hotel room cuz we get a lot of GPUs in those but it's also something that users can actually go see it live and working nice alright and just a quick tip for you if you haven't made it to VM world or even if you came here Chad mentioned he's doing a session this week they do make all of those available to people out there and of course all of our content is always available on the cube net Chad Dunn always great to catch up with you Bobby Allen thanks so much for joining me for this segment and my audience as always thanks for watching the Q

from the silicon angle media office in Boston Massachusetts it's the queue now here's your host David on tape hi everybody welcome to this breaking analysis this is Dave Volante and VMware announced yesterday its quarterly results and it also announced the acquisition of two companies pivotal which was the news was broken before of the earnings announcement but also carbon black a Walton Massachusetts based security company and you may be wondering what the hell is VM we are up to what are they doing and I want to sort of unpack that and explain it to you from my perspective so pivotal and carbon black are getting paid 2.7 billion and 2.1 billion dollar respectively is the value of those deals so VMware is paying an enterprise value to sales ratio of 3.8 and 7x respectively for pivotal and carbon black the motivation here in my view is really to clean up pivotal I'm going to explain that in a second and also to increase VMware's cloud multi cloud and recurring revenue contributions today the SAS business of VMware is only about 12% of the company's revenue so they want to increase that because they want to have a cloud like model and recurring revenue the challenge for a company like VMware who's largely based on perpetual license models upfront get paid for the whole license and then you do some maintenance is it's like a heroin injection you get the big rush of cash whereas with the recurring revenue model you're streaming out over and deferring it over a twelve or thirty six month or 24 month period and so the revenue impact is somewhat negative on the income statement and that's putting a little bit pressure on the stock but VMware management understands that that long term it's a much more predictable and attractive business model to be a SAS company than it is to be a traditional license based perpetual license based software company now the pivotal deal is somewhat complicated and of course when Michael Dell's involved we tend to have these complicated transactions as organization is very savvy in terms of from a financial standpoint we saw that remember when Michael Dell and Silverlake bought a EMC for 67 billion dollars they shelled out only only four billion dollars of their own cash now they took out a lot of debt but it was a very interesting and complicated financial transaction so part of this is cleaning up some of that transaction that all I'll explain in my opinion VMware is getting a pretty good deal for both pivotal and a decent deal for carbon black so so let me explain first of all Alex if you would bring up the the chart on pivotal let's take a look at it now you can see here you know pivotal did its IPO you know last year a when IPO is I think that we know close to a four billion dollar valuation and you can see the stock is not performed well subsequent to that it you know it was never able to get back to its IPO price it had a you know decent uptick you know in in March of this year as the market was running up and you can see the earnings miss in in the late spring early summer back in the June announcement date big hit there the company's been struggling in the marketplace you know it's got a lot of assets remember pivotal was originally put together as a collection of what I used to call misfit toys some of the EMC assets some of the VMware assets they put together at Palmer its you know created this entity to try to create a platform for application development Michael Dell saw this as an opportunity to take it public and actually you know create another asset in part of the Dell family but you can see here post June you know the the decline in the stock price and then you see the announcement from VMware or the rumor that came out actually was an announcement that came out in the press this week and the stock jumped over 70% on a day when the Dow dropped 800 points but you can see now the the today's price it was fourteen eighty eight when I took this snapshot about 50 cents on the dollar from the IPO price and so you can see that that VMware and Michael Dell are kind of doing the top cat they did the IP that pulled the coin back and now they're gonna repurchase the stock so kind of interesting but here's what the interesting part is VMware is only paying nine hundred million dollars in cash to the public shareholders how can that be so here's the deal vmware already owns about 15% of pivotal where dell owns about 70 percent of the company so what's happened l controls 95 percent of the voting shares which is why you know one of the reasons why this stock really never took off it's one of those one of those ownership structures and governance structures where you know a single individual really controls the stock so that often times keeps stock prices down but nonetheless Dells 70% is being exchanged for VMware stock for pivotal stocks that are owned by Dell so let me read you the statement Alex if you could bring up that statement from the earnings call this is from the VMware a CFO explaining the mechanics with regards to pivotal VMware has agreed to acquire a pivotal at a blended price per share of eleven dollars and 71 cents comprised of $15 per share in cash to public stockholders that's why the stock is trading at 14 dollars and 88 cents today and a little bit of arbitrage flowed in there and VMware's Class B common shares exchange for pivotal Class B common shares held by Dell technologies in an exchange rate of point zero five five VMware shares for each pivotal share the transaction has an excuse me enterprise value of 2.7 billion Dell technologies will receive approximately 7.2 million shares of VMware Class B common stock and now drew aggregate this results in an expected net cash payout for VMware of 0.8 billion I said I said point nine billion the impact of the equity issue to Dell technologies would increase its ownership stake in VMware by approximately 0.34 percentage points to a total of 81 0.09 percent based on the shares currently outstanding as it said VMware currently holds 15 percent of outstanding shares pivotal ones clothes will update blahblahblah so Michael Dell's buying VMware stock he's increasing his share of VMware which is also a kind of an interesting side note but now let's look at the pivotal fundamentals does this make strategic sense yes in my opinion why is that this is all about containers and it's all about next-generation application development for cloud it's also a hedge for VMware everybody said containers are gonna kill VMware well it's it's a hedge in the instance that that that containers start to impact VMware's traditional virtualization business now as I showed yesterday on the video where I was looking at ETR research there's no evidence today that it containers are slowing down the spending on VMware you deploy containers in many many ways certainly they're deployed in in bare metal and that's somewhat of a risk to a VMware but they're also they're also deployed on top of virtual machines on top of VMware so you know right now it's not been a negative for for VMware and by acquiring pivotal it can bring those synergies into the VMware mothership which is Dells a software mothership I call it and there's also synergies in sales and marketing and R&D and it kind of cleans up pivotal and consolidates the assets now let's look at carbon black this is a security play and it's really a different story than pivotal first you got to remember the Pat Gallagher told John Fourier in me several years ago in the cube that security is a do-over and I'll tell you right now Pat Gail singer and VMware are architecting a security do-over you've got on pram you've got hybrid you've got cloud you've got multi ply cloud traditional security models aren't gonna cut it so let's look at this clip by pat gyal singer and he'll it'll give you a sense of how he and VMware are thinking about the future watch this and we'll come back and talk about it Steve Herod on our Crouch at pre game on Friday with the hot opportunities are for startups he said security or mainly not getting caught at this perimeter basically what's your view on that well you know the krusty you know the hard crust the exterior and the soft gooey inside as I described it this morning my morning breakfast every day and you know with it right this whole idea of micro segmentation and nsx really redefines how you build networks and that's gonna allow us to refactor every aspect of security every aspect of routing and load balancing etc okay so what Pat was saying is he's talking about micro segmentation nsx the critical acquisition from nice Syrah refactoring security and everything security is a do-over okay Alex let's bring up the chart of carbon black I wanna I want to look at that and explain to our audience kind of what's going on there so you can see it's a it's a little bit of a different picture from from pivotal you've got that kind of bathtub look to it so you see at the IPO it was a hot company but it underperformed and and it was struggling there you know coming into at the end of last year and then into 2019 you could see it was kind of bouncing around at its lows and then what happened was you saw it earlier this year the company guided down so you can see that you know big drop after into February announced you big spike downwards they guided down the CFO resigned and there were several down grades from Wall Street analysts and that really crushed the stock but then you sort of bouncing back through May and then what happened is you know you had this growth company they've grown at 25 to 30% a year and they beat earnings estimates in May so they guide it down in in February but then they beat and you had a new CFO you just kind of had this new renewed emphasis on on the company and then this summer they hired morgan stanley and so the acquisition rumors started and that you can see you know into august it starts to pick up again so i have no doubt that this was a competitive bid of vmware wanted it so so here's another comment that i want to share with you from last year at VMworld and again it'll give you an additional insight as to how Pat Gallagher is thinking about the future go ahead and play the clip and then we'll come back what together into my application and in that sense the application is a network of these different services data sources etc and we believe in that you're bridging across silos isn't important it is essential to do that yeah because as you say security models across that you know how does the you know when that application isn't performing like I expect it to how do I go even debug it so think about what Pat said the application is a network of services services it's not as such it's not important it's essential that we deliver that in a consolidated model including security models okay so you got VMware looking to make its platform the place to run modern apps you got carbon black at 250 million dollar company trading at a discount of about 5.5 X revenue they got strong growth at the time but 25 to 30 percent of years it's consistent and then nearly 40 percent of its business is coming from the cloud and the cloud business is growing at 70 percent a year so VMware remember jettisoned its cloud business vCloud air but it still has a desire it covets participating in cloud at least in the form of multi cloud and on-prem cloud like experiences Carbon Black is a modern endpoint security company you heard John's question about the perimeter and you know you can't build moats anymore you you really endpoints are really the the new vulnerability especially when you start thinking about IOT so VMware is desirous of cloud revenue multi cloud and recurring revenue you got a growth company that's looking to sell they've got leading technology as I said this it was a competitive bid and VMware wanted it so now the other thing is VMware knows carbon black they've they've integrated carbon black into its app defense offering and VMware has been expanding its portfolio not so quietly lately app defense NSX has a you know with its micro segmentation is really a security use case AirWatch has a security component cloud choreo ee8 security was another acquisition bracket intrinsic was you know these little tuck-ins you sort of draw a picture of how Dell senior and VMware are starting to build out its portfolio again making vmware the software mothership security is a critical component of that it also gives VMware much more of a strategic entrance into the c-suite particularly with the chief information security officer we've talked many times on the cube that security is now a board level discussion to the extent that VMware can be the platform for multi cloud security and of course you know that's not assured right there battling cisco who's coming at it from a network position they're battling google who's coming you know announced anthos they're certainly battling Microsoft certainly IBM and Red Hat have similar designs and as we've said watch this space Amazon ultimately we think is going to get into this area but any rate VMware's making security a fundamental part of its platform it's bridging those silos is what what Pat Gayle singer talked about in the video and giving you access to sets of infrastructure so with pivotal it's building out you know in cloud native application development and and tooling container technology and that's clearly strategic to its multi cloud strategy helps VMware stay relevant VMware doesn't own a cloud so it's got to move fast and be first in this multi cloud space ok so let me summarize VMware's gonna spend 2.7 billion on two key acquisitions they're gonna add it's gonna add a billion dollars in two points of revenue growth that's largely in SAS and hybrid cloud and recurring revenue for VMware and three billion dollars in year two now let me do some Volante math for you VMware trades at about five to six times revenue so essentially they just added five to six billion dollars in market value in year one and by the way the stock is off eight percent today so because of these acquisitions so and it's got upside in my view assuming that you know there's not some big economic downturn but we're talking about 15 to 18 billion in market cap in year two so this acceleration VMware's transition to SATs ass it's a cash flow positive and the creative acquisitions in year two according to vmware vmware throws off nearly four billion dollars in annual and operating annually and operating cash flow to me this is a good use of cash balancing acquisitions and to continue growth and tuck in your ability to be that platform for cloud and multi cloud services and hybrid cloud is a good use of cash I like it better than stock buybacks frankly so a combination of stock buybacks organic Rd which VM was very strong engineering culture and acquisitions in this case using your stock as currency I like the deals we're gonna watch him very closely and we're gonna be talking about this this next week at vmworld so watch the cube at vmworld the cube net will be there myself john fourier stu minimun Jeff Rick the entire team celebrating our 10th year at vmworld if you have any questions on this or comments please tweet me at diva want a thanks for watching everybody we'll see you next week

>> Live from San Diego, California It's the queue covering Sisqo live US 2019 Tio by Cisco and its ecosystem barters >> Hey, welcome back to the cubes. Coverage of Sisqo Live from San Diego. Sunny San Diego. I'm Lisa Martin with Stew Minutemen today and stew and I are very pleased to welcome to the Cube for the first time. Peter Sprigg gotta distinguished engineer from red Hat. Peter, Welcome. >> Thank you. I'm really excited to be here. >> We're excited to have you here today. I'd like to say Welcome to the sun. Its pretty toasty for in this very cool sales pavilion, which is Ah, very nice. A bright. So we got a lot of bright, but we do have some heat. So you've been with Cisco Cisco? No, actually. >> Was what? Siskel Ugo? >> Two degrees of Kevin Bacon Way where? In this room. Right. You've been with Red Hat since the answerable acquisition. One of the things that was funny that Chuck Robbins mention this morning was this the 30th anniversary of Cisco event with customers and partners. He also mentioned 30 years ago Seinfeld started. So I'm gonna do a Jerry Seinfeld on go digital transformation. What's the deal with that. >> You know, I think that, you know, one of the things that's really exciting and being part of Ansel and actually coming from the network's base. You know, we've had the opportunity to really be out in front of this whole digital transfer station. We've been doing it for you very long time on it's been just It's really been all about a journey on DH. That's really what I think. Earmarks. Really? What answer was all about >> Peter? So another thing. We've been on a journey a long time. That whole automation thing. Yes, we've been talking about that my entire career in the network. So bring us forward. You know, maybe, you know, did not 30 years. But you know what's going on in the last couple of years, That's different about automation, you know, 30 2019. Then we would have talked about, you know, when you first joined. And >> yeah, you know, I think that when I first joined, you know, everything was we were just trying to convince people that this is something you should think about doing you. Now you look around, you see what's going on here, alive and at definite and it's become a whole world unto itself. It's really starting to define its own space and networking, which is really exciting to see because I've been part of this journey really since the get go. And it's just it's really exciting to watch this homeworld start to come together. And people really taken interest in changing really the way that we approached, cooperating in >> person, and I'm glad actually mentioned the definite zone that we're in here. So there's lots of workshops happening right next to us. Hear developers really helping to drive that transformation software a big piece of your world. I'm assuming >> it is. It really is, you know, And I always love to tell the story of, you know, I've got a software development background, but I also have a network operations background watching these two worlds come together. It's so exciting and being out at the forefront, really pushing the envelope off. What we can do from an automation perspective is really been exciting >> so as to mention we're in the definite zone. This definite communities mass it is John Fourier and I had the opportunity to cover definite create back in Mountain View about six or eight weeks ago. I think that number this is Yoo, he mentioned, is 585,000 members, strong looking at Red hat and the spirit of this open source community. Talk to us about sort of the alignment of these communities and how this is helping to drive, not just technology forward, but be able to get that feedback from customers in any industry to drive these emerging technologies into mainstream. >> You know, I think you touched on the key there. It really is all about the customer and the customer's experience. You know, the wonderful thing about open source community is the fact that we can all come together. Vendor supply our customer, you know, consulting team, whoever you are, we all can come together, and it really does become right. We're all better together, and we're all pushing forward and trying. Teo really change the way that we approach how we build design and operate now destruction. >> Peter Peter Wonder if you've got a you know, a customer example. I know sometimes you need to anonymous things are what kind of things are customers Went, went when they're going through this. The outcomes and results that change how their business works, >> you know? So one of the things that and I got one particular customer mind. I can't say who they are, but one particular customer that that we worked a lot of time with him. What >> they were >> able to do is they were actually able. We gave them back the gift of time. That's what we talked about with automation. And what we mean by that is they were able to take a job that used to take them literally weeks to get done, that we could now automate and get it done once a night twice, you know, do it in a single night as opposed to them taking ways to get that job done. That frees them up to doing the more high value work. That networking here's really wanted you and not saddle them with more Monday and stuff. >> So just to follow up on that because, you know, traditionally that's been one of the pieces right is how do you know make my employees mohr efficient? Howto I give them more environment, something that they talked about. The keynote this morning is some of the scale and some of the you know you're dealing with EJ applications and all these environments is even if I had the resource, I probably couldn't keep up with the pace of change. Correct. They're doing so when you start throwing in things like a I and ML on top of those. But there's time to find their way intersect with what you're doing. >> Absolutely, they really are. And it's areas that we're starting to look into a swell. You know, Ansel's been doing this for a long time, but we're starting to see how do we bring some of these other two separate pieces and bring them together underneath this automation umbrella? And really again, we want to drive out that that everyday task out of of the operations Hansel. They can focus on the high value things of evaluating technology and moving things forward for their organizations. >> You say you were able to give that particular customer back the gift of time. I've got everybody breathing on the planet today, wants back the gift of time. But I would love to follow that story down the road because the gift of time has so much potential. Posit did impact all the way up to the C suite. Teo, you know, being able to move resources around to identify new revenue streams, new business nodules, new products, new services expanded into new markets. So that gift of time is transformative. >> Absolutely. Without, without a doubt, it is. And you know what we're seeing and what we're getting feedback from our customers on is that because of that gift of time, they're able to now focus on pushing their businesses forward. Right? And they're starting to solve challenges that have always been on that traditional, ever going task list. Right? That never you never get Teo. And they're really starting to be able to focus on those tasks such that they can start to become more innovative. They become more agile and they focus on their business, not on the active managing technology. >> All right, So, Peter, another another big theme of the show here is multi cloud, something we heard. A lot of red has something. Also, it's this skill set that one of the biggest challenges for customers working behind between those various environment. How sensible helping customers bridge some of those worlds today. >> Well, so you know, obviously, Ansel's not just a network to write. We automate anything and everything. And we like to talk about Ansel as the language of automation and really what it does for organizations. Whether you're looking at at infrastructure, whether you're looking at hybrid Cloud, what we do is we bring a language to the operations team where you get these two separate teams talking in a dialect that they can understand each other. And that's really what Ancel starts to bring your two. Those organizations. >> That internal collaboration. Absolutely. Maybe bridging business folks and folks who not wouldn't normally necessarily be driving towards the same types of solution. Correct? Correct. And it really >> kind of starts. And this is actually how we see Answer will kind of unfolding most organizations, right? It starts in these pockets, and small teams will start to use answerable. And then it just kind of grows and grows and grows. And what we find is all of a sudden, you've got, you know, a cloud Administrator's going out talk to a network engineer, and they can talk through this language of automation instead of trying to figure out how to communicate. They actually become productive immediately. >> OKay, Peter, Some of the big waves coming down the line that we're talking the keynote this morning, You know, five g y 56 You know, just incremental changes, you know, in your world. Or, you know, what will some of these new architectures that they're talking about, you know, have some dramatic impacts? >> Well, they're gonna have huge. In fact, you know, I think you know one of the things That's very interesting. You look at some of these technologies coming down, the coming down the ways now is everything is getting faster. I mean, that's nothing that we've been. You know, anyone who's been a knight for any period of time knows it's always faster, faster, faster. But what it's doing is is it's really motivating us to look at ants one and rethink how we do certain things so that we can keep up with the demand and allow organizations to, you know, meet the demands of their customers in accelerating their time to market. >> Maybe dig into that a little bit more in terms of the customer feedback. How are you guys? How is answerable being able to work with your customers across any industry, get their feedback to really accelerate what you guys are able to then deliver back to the market. What's that feedback loop? Well, I think >> you know, when you think about automation, automation is certainly it's a technology, but it's also very much about how organizations work, right? I like to talk about automation is really more a state of mind, Not so necessarily a state of action. And so therefore, you know, we spend a lot of time with our customers to understand how do they run their business and how Khun Automation become a way that they think about running the organization and really help them move forward. So we spent a lot of time understanding our customers business before we ever get into the bits and bytes of what automation really is. >> Yeah, you mentioned some of those organizational pieces, like the cloud guy in the network guy. What are some of the biggest challenges that you're seeing customers these days, and, you know, how are they helping to, you know, mature the organization to this new modern, multi cloud developer centric? You know, software defined, you know, Buzz, word of the day. >> You know, I think that you know, the biggest challenge that we see every single day with our car? Does Moses. You know, just where to get started, how you get started with. There's so much of it out there. Now it's it's they're looking at, and how do you get started with this? And how do you let this thing take on a life of its own? And so we spent a lot of time just getting them. You 123 steps down the road, get going in the open source and then let it expand from there. And we bring a whole suite of capabilities, then to the customer, whether it's through red at consulting, whether it's you're working through our open source communities to really help them on that journey. >> Wondering customer meetings. Where is this conversation now with respect to automation? Is he talked about giving the gift back of time. That would go all the way up to the C suite. So much potential there. Are you still having the conversation with more? The technical folks are where the lines of business or maybe even the executive sweet in terms of being a part of this decision in understanding the massive impact that automation will deliver. >> Yeah, it was just starting to see that that trend transition. Now, you know, we just came off of Redhead Summit, and we spent a lot of time talking with senior directors. See sweet individuals about kind of that transition in how automation is. As I mentioned before, it's no longer just a technical tool in the tool back. It really is becoming a business tool and how you could leverage it to really drive the business. So that's those conversations air starting now. We're just starting to see that, and it's really it's really exciting is really an exciting time to be part of this. >> All right, Peter, what will tell us a little bit about what red hats got going out of the show? I happen to show this to stop down the show floor, I saw the like command line video game, which I see that Red House seems that's making the go around there. I know your team's having a lot of fun team who can get the high score. What else at the show should people be looking at for red hat? >> Well, so you know, In addition, to answer. Well, of course, we also spent a lot of time talking about open shift, which is the other big red hat, you know, flagship product and really, what we're doing in terms of being able to deliver and the multi G hybrid cloud infrastructure and be able to run workloads in any cloud infrastructure, no matter where that may be. And then, of course, they'd always always comes back. Tio the operating system Red hat. Lennox, you know, they go hand in hand, way are always gonna be about the operating system, and everything kind of bubbles up from there. >> So here we are, halfway through calendar year 2019 which is scary. What are some of the things that you're looking forward to as the rest of the year progresses? Some, you know, exciting things going with Red had a big blue, for example. >> Well, there there is there. Certainly that although you could probably tell me more about how that's going that I get to know even anymore. But you know, I think really, What? What's exciting about the second half of this year and you're going to hear more about it? Actually, a definite this is a good time for me to mention this is that you know, we're doing a lot with Cisco right now. One of the things that course you know, Cisco's making a huge investment in definite and Red Hat is really becoming a very key partner with Cisco in that. So you're going to see a lot of open source community work around red Hand Cisco collaborating together to enhance what Ansel's doing and try and bring even more traditional and nontraditional people into these communities. >> More collaboration, I presume, over some of their cognitive collaborations, >> like absolutely, absolutely. >> That does work on linen because I've been using blue jeans most the time. >> It does. I You know, I I I pushed them really hard because yes, at first I had troubles with it, But yes, now it worked fantastic on Lenny. I couldn't be happier. >> You heard it. Here, Peter, Thank you so much for joining stew and me on the Cube this afternoon. We appreciate your time. I >> appreciate it. Thank you so much for >> having all right. It was fun for stupid aman. I am Lisa Martin. You're watching the Cube live from Cisco live in sunny San Diego. Thanks for watching