Nicole Johnson, Head of Social Impact & Sustainability | The Path To Sustainable IT
>>Hi everyone. Welcome to this special event, pure Storage, the Path to Sustainable it. I'm your host, Lisa Martin. Very pleased to be joined by Nicole Johnson, the head of Social Impact and Sustainability at Pure Storage. Nicole, welcome to the >>Cube. Thanks for having me, Lisa. >>Sustainability is such an important topic to talk about, and I understand that Pure just announced a report today about sustainability. What can you tell me what nuggets are in this report? >>Well, actually quite a few really interesting nuggets, at least for us. And I, I think probably for you and your viewers as well. So we actually commissioned about a thousand sustainability leaders across the globe to understand, you know, what are their sustainability goals, what are they working on, and what are the impacts of buying decisions, particularly around infrastructure when it comes to sustainable goals. I think one of the things that was really interesting for us was the fact that around the world we did not see a significant variation in terms of sustainability being a top priority. You've, I'm sure you've heard about the energy crisis that's happening across Europe. And so, you know, there was some thought that perhaps that might play into AMEA being a larger, you know, having sustainability goals that were more significant. But we actually did not find that we found sustainability to be really important no matter where the respondents were located. >>So, very interesting at pure sustainability is really at the heart of what we do and has been since our founding. It's interesting because we set out to make storage really simple, but it turns out really simple, is also really sustainable and the products and services that we bring to our customers have really powerful outcomes when it comes to decreasing their, their own carbon footprints. And so, you know, we often hear from customers that we've actually really helped them to significantly improve their storage performance, but also allow them to save on space power and cooling costs and, and their footprint. So really significant findings. One example of that is a company called Cengage, which is a global education technology company. They recently shared with us that they have actually been able to reduce their overall storage footprint by 80% while doubling to tripling the performance of their storage systems. So it's really critical for, for companies who are thinking about their sustainability goals, to consider the dynamic between their sustainability program and their IT teams who are making these buying decisions. >>Right? Those two teams need to be really inextricably linked these days. You talked about the fact that there was really consistency across the regions in terms of sustainability being of high priority for organizations. You had a great customer story that you shared that showed significant impact can be made there by bringing the sustainability both together with it. But I'm wondering why are we seeing that so much of the vendor selection process still isn't revolving around sustainability or it's overlooked? What are some of the things that you see despite so many people saying sustainability huge priority? >>Well, in this survey, the most commonly cited challenge was really around the fact that there was a lack of management buy-in. 40% of respondents told us this was the top roadblock. So getting, I think getting that out of the way. And then we also just heard that sustainability teams were not brought into tech purchasing processes until after it's already rolling, right? So they're not even looped in. And that, that being said, you know, we know that it has been identified as one of the key departments to supporting a company's sustainability goals. So we, we really want to ensure that these two teams are talking more to each other. When we look even closer at the data from the respondents, we see some really positive correlations. We see that 65% of respondents reported that they're on track to meet their sustainability goals, and that it, of those 65%, it is significantly engaged with reporting data for those sustainability initiatives. We saw that, that for those who did report, the sustainability is a top priority for vendor selection. They were twice as likely to be on track with their goals and their sustainability directors said that they were getting involved at the beginning of the tech purchasing program. Our process, I'm sorry, rather than towards the end. And so, you know, we know that to curb the impact of climate crisis, we really need to embrace sustainability from a cross-functional viewpoint. >>Definitely has to be cross-functional. So, so strong correlations there in the report that organizations that had closer alignment between the sustainability folks and the IT folks were farther along in their sustainability program development, execution, et cetera, those CO was correlations, were they a surprise? >>Not entirely. You know, when we look at some of the statistics that come from the, you know, places like the World Economic Forum, they say that digitization generated 4% of greenhouse gas emissions in 2020. So, and that, you know, that's now almost three years ago, digital data only accelerates and by 2025, we expect that number could be almost double. And so we know that that communication and that correlation is gonna be really important because data centers are taking up such a huge footprint of when companies are looking at their emissions. And it's, I mean, quite frankly, a really interesting opportunity for it to be a trailblazer in the sustainability journey. And, you know, perhaps people that are in IT haven't thought about how they can make an impact in this area, but there really is some incredible ways to help us work on cutting carbon emissions, both from your company's perspective and from the world's perspective, right? >>Like we are, we're all doing this because it's something that we know we have to do to drive down climate change. So I think when you, when you think about how to be a trailblazer, how to do things differently, how to differentiate your own department, it's a really interesting connection that IT and sustainability work together. I would also say, you know, I'll just note that of the respondents to the survey we were discussing, we do over half of those respondents expect to see closer alignment between the organization's IT and sustainability teams as they move forward. >>And that's really a tip the, to those organizations embracing cultural change. That's always hard to do, but for those two, for sustainability and IT to come together as part of really the overall ethos of an organization, that's huge. And it's great to see the data demonstrating that, that those, that alignment, that close alignment is really on its way to helping organizations across industries make a big impact. And wanna dig in a little bit to peers, ESG goals. What can you share with us about >>That? Absolutely. So as I mentioned, peers kind of at the beginning of our formal ESG journey, but really has been working on the, on the sustainability front for a long time. I would, I, it's funny as we're, as we're doing a lot of this work and, and kind of building our own profile around this, we're coming back to some of the things that we have done in the past that consumers weren't necessarily interested in then, but are now because the world has changed, becoming more and more invested in. So that's exciting. So we did a baseline scope one, two, and three analysis and discovered, interestingly enough that 70% of our emissions comes from use of sold products. So our customers work running our products in their data centers. So we know that we, we've made some ambitious goals around our Scope one and two emissions, which is our own office, our utilities, you know, those, they only account for 6% of our emissions. So we know that to really address the issue of climate change, we need to work on the use of sold products. So we've also made a, a really ambitious commitment to decrease our carbon emissions by 66% per bed per petabyte by 2030 in our products. So decreasing our own carbon footprint, but also affecting our customers as well. And we've also committed to a science based target initiative and our road mapping how to achieve the ambitious goals set out in the Paris agreement. >>That's fantastic. It sounds like you really dialed in on where is the biggest opportunity for us as peer storage to make the biggest impact across our organization, across our customers' organizations. There lofty goals that pure set, but knowing what I know about Pure, you guys are probably well on track to, to accomplish those goals in record time. >>I hope So. >>Talk a little bit about advice that you would give to viewers who might be at the very beginning of their sustainability journey and really wondering what are the core elements besides it, sustainability, team alignment that I need to bring into this program to make it actually successful? >>Yeah, so I think, you know, understanding that you don't have to pick between really powerful technology and sustainable technology. There are opportunities to get both and not just in storage, right in, in your entire IT port portfolio. We know that, you know, we're in a place in the world where we have to look at things from the bigger picture. We have to solve new challenges and we have to approach business a little bit differently. So adopting solutions and services that are environmentally efficient can actually help to scale and deliver more effective and efficient IT solutions over time. So I think that that's something that we need to, to really remind ourselves, right? We have to go about business a little bit differently and that's okay. We also know that data centers utilize an incredible amount of, of energy and, and carbon. And so everything that we can do to drive that down is going to address the sustainability goals for us individually as well as, again, drive down that climate change. So we, we need to get out of the mindset that data centers are, are about reliability, your cost, et cetera. And really think about efficiency and carbon footprint when you're making those business decisions. I'll also say that, you know, the earlier that we can get sustainability teams into the conversation, the more impactful your business decisions are going to be and helping you to guide sustainable decision making. >>So shifting sustainability and it left almost together really shows that the correlation between those folks getting together in the beginning with intention, the report shows and the successes that peers had, demonstrate that that's very impactful for organizations to actually be able to implement even the cultural change that's needed for sustainability programs to be successful. My last question for you goes back to that report. You mentioned in there that the data show a lot of organizations are hampered by management buy-in, where sustainability is concerned. How can pure help its customers navigate around those barriers so that they get that management buy and they understand that the value in it for >>Them? Yeah, so I mean, I think that for me, my advice is always to speak to hearts and minds, right? And help the management to understand, first of all, the impact right on climate change. So I think that's the kind of hearts piece on the mind piece. I think it's addressing the sustainability goals that these companies have set for themselves and helping management understand how to, you know, how their IT buying decisions can actually really help them to reach these goals. We also, you know, we always run kind of TCOs for customers to understand what is the actual cost of, of the equipment. And so, you know, especially if you're in a, in a location in which energy costs are rising, I mean, I think we're seeing that around the world right now with inflation. Better understanding your energy costs can really help your management to understand the, again, the bigger picture and what that total cost is gonna be. Often we see, you know, that maybe the, the person who's buying the IT equipment isn't the same person who's purchasing, who's paying the, the electricity bills, right? And so sometimes even those two teams aren't talking. And there's a great opportunity there, I think, to just to just, you know, look at it from a more high level lens to better understand what total cost of ownership is. >>That's a great point. Great advice. Nicole. Thank you so much for joining me on the program today, talking about the new report that on sustainability that Pure put out some really compelling nuggets in there, but really also some great successes that you've already achieved internally on your own ESG goals and what you're helping customers to achieve in terms of driving down their carbon footprint and emissions. We so appreciate your insights and your thoughts. >>Thank you, Lisa. It's been great speaking with you. >>Pleasure speaking with you as well. We wanna thank you so much for watching. This is Pure Storage, the path to sustainable it. I'm Lisa Martin, we'll see you next time.
SUMMARY :
Very pleased to be joined by Nicole Johnson, the head of Social What can you tell me what nuggets are in this report? And so, you know, there was some thought that perhaps that might play into AMEA And so, you know, we often hear from customers that What are some of the things that you see despite so many people saying sustainability And so, you know, we know that to curb the that had closer alignment between the sustainability folks and the IT folks were farther along So, and that, you know, that's now almost three years ago, digital data only you know, I'll just note that of the respondents to the And it's great to see the data demonstrating that, our Scope one and two emissions, which is our own office, our utilities, you know, those, but knowing what I know about Pure, you guys are probably well on track to, to accomplish those goals And so everything that we can do to actually be able to implement even the cultural change that's needed for sustainability programs to I think, to just to just, you know, look at it from a more high level lens to Thank you so much for joining me on the program today, This is Pure Storage, the path to sustainable
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Ed Casmer, Cloud Storage Security & James Johnson, iPipeline | AWS Startup Showcase S2 E4
(upbeat music) >> Hello, everyone. Welcome back to theCUBE's presentation of the AWS Startup Showcase. This is season two, episode four of the ongoing series covering the exciting startups from the AWS ecosystem. And talking about cybersecurity. I'm your host, John Furrier. Excited to have two great guests. Ed Casmer, founder and CEO of Cloud Storage Security, back CUBE alumni, and also James Johnson, AVP of Research and Development at iPipeline. Here to talk about cloud storage security antivirus on S3. James, thanks for joining us today. >> Thank you, John. >> Thank you. >> So the topic here is cloud security, storage security. Ed, we had a great CUBE conversation previously, earlier in the month. Companies are modernizing their apps and migrating the cloud. That's fact. Everyone kind of knows that. >> Yeah. >> Been there, done that. Clouds have the infrastructure, they got the OS, they got protection, but the end of the day, the companies are responsible and they're on the hook for their own security of their data. And this is becoming more permanent now that you have hybrid cloud, cloud operations, cloud native applications. This is the core focus right now in the next five years. This is what everyone's talking about. Architecture, how to build apps, workflows, team formation. Everything's being refactored around this. Can you talk about how organizations are adjusting and how they view their data security in light of how applications are being built and specifically around the goodness of say S3? >> Yep, absolutely. Thank you for that. So we've seen S3 grow 20,000% over the last 10 years. And that's primarily because companies like James with iPipeline are delivering solutions that are leveraging this object storage more and above the others. When we look at protection, we typically fall into a couple of categories. The first one is, we have folks that are worried about the access of the data. How are they dealing with it? And so they're looking at configuration aspects. But the big thing that we're seeing is that customers are blind to the fact that the data itself must also be protected and looked at. And so we find these customers who do come to the realization that it needs to happen, finding out, asking themselves, how do I solve for this? And so they need lightweight, cloud native built solutions to deliver that. >> So what's the blind spot? You mentioned there's a blind spot. They're kind of blind to that. What specifically are you seeing? >> Well so, when we get into these conversations, the first thing that we see with customers is I need to predict how I access it. This is everyone's conversation. Who are my users? How do they get into my data? How am I controlling that policy? Am I making sure there's no east-west traffic there, once I've blocked the north-south? But what we really find is that the data is the key packet of this whole process. It's what gets consumed by the downstream users. Whether that's an employee, a customer, a partner. And so it's really, the blind spot is the fact that we find most customers not looking at whether that data is safe to use. >> It's interesting. When you talk about that, I think about all the recent breaches and incidents. "Incidents," they call them. >> Yeah. >> They've really been around user configurations. S3 buckets not configured properly. >> Absolutely. >> And this brings up what you're saying, is that the users and the customers have to be responsible for the configurations, the encryption, the malware aspect of it. Don't just hope that AWS has the magic to do it. Is that kind of what you're getting at here? Is that the similar, am I correlating that properly? >> Absolutely. That's perfect. And we've seen it. We've had our own customers, luckily iPipeline's not one of them, that have actually infected their end users because they weren't looking at the data. >> And that's a huge issue. So James, let's get in, you're a customer partner. Talk about your relationship with these guys and what's it all about? >> Yeah, well, my pipeline is building a digital ecosystem for life insurance and wealth management industries to enable the sale of life insurance to under-insured and uninsured Americans, to make sure that they have the coverage that they need, should something happen. And our solutions have been around for many years. In a traditional data center type of an implementation. And we're in process now of migrating that to the cloud, moving it to AWS, in order to give our customers a better experience, a better resiliency, better reliability. And with that, we have to change the way that we approach file storage and how we approach scanning for vulnerabilities in those files that might come to us via feeds from third parties or that are uploaded directly by end users that come to us from a source that we don't control. So it was really necessary for us to identify a solution that both solved for these vulnerability scanning needs, as well as enabling us to leverage the capabilities that we get with other aspects of our move to the cloud and being able to automatically scale based on load, based on need, to ensure that we get the performance that our customers are looking for. >> So tell me about your journey to the cloud, migrating to the cloud and how you're using S3 specifically. What led you to determine the need for the cloud based AV solution? >> So when we looked to begin moving our applications to the cloud, one of the realizations that we had is that our approach to storing certain types of data was a bit archaic. We were storing binary files in a database, which is not the most efficient way to do things. And we were scanning them with the traditional antivirus engines that would've been scaled in traditional ways. So as our need grew, we would need to spin up additional instances of those engines to keep up with load. And we wanted a solution that was cloud native and would allow us to scan more dynamically without having to manage the underlying details of how many engines do I need to have running for a particular load at a particular time and being able to scan dynamically. And also being able to move that out of the application layer, being able to scan those files behind the scenes. So scanning in, when the file's been saved in S3, it allows us to scan and release the file once it's been deemed safe rather than blocking the user while they wait for that scan to take place. >> Awesome. Well, thanks for sharing that. I got to ask Ed, and James, same question next. It's, how does all this factor in to audits and self compliance? Because when you start getting into this level of sophistication, I'm sure it probably impacts reporting workflows. Can you guys share the impact on that piece of it? The reporting? >> Yeah. I'll start with a comment and James will have more applicable things to say. But we're seeing two things. One is, you don't want to be the vendor whose name is in the news for infecting your customer base. So that's number one. So you have to put something like this in place and figure that out. The second part is, we do hear that under SOC 2, under PCI, different aspects of it, there are scanning requirements on your data. Traditionally, we've looked at that as endpoint data and the data that you see in your on-prem world. It doesn't translate as directly to cloud data, but it's certainly applicable. And if you want to achieve SOC 2 or you want to achieve some of these other pieces, you have to be scanning your data as well. >> Furrier: James, what's your take? As practitioner, you're living it. >> Yeah, that's exactly right. There are a number of audits that we go through where this is a question that comes up both from a SOC perspective, as well as our individual customers who reach out and they want to know where we stand from a security perspective and a compliance perspective. And very often this is a question of how are you ensuring that data that is uploaded into the application is safe and doesn't contain any vulnerabilities. >> James, if you don't mind me asking, I have to kind of inquire because I can imagine that you have users on your system but also you have third parties, relationships. How does that impact this? What's the connection? >> That's a good question. We receive data from a number of different locations from our customers directly, from their users and from partners that we have as well as partners that our customers have. And as we ingest that data, from an implementation perspective, the way we've approached this, there's a minimal impact there in each one of those integrations. Because everything comes into the S3 bucket and is scanned before it is available for consumption or distribution. But this allows us to ensure that no matter where that data is coming from, that we are able to verify that it is safe before we allow it into our systems or allow it to continue on to another third party whether that's our customer or somebody else. >> Yeah, I don't mean to get in the weeds there, but it's one of those things where, this is what people are experiencing right now. Ed, we talked about this before. It's not just siloed data anymore. It's interactive data. It's third party data from multiple sources. This is a scanning requirement. >> Agreed. I find it interesting too. I think James brings it up. We've had it in previous conversations that not all data's created equal. Data that comes from third parties that you're not in control of, you feel like you have to scan. And other data you may generate internally. You don't have to be as compelled to scan that although it's a good idea, but you can, as long as you can sift through and determine which data is which and process it appropriately, then you're in good shape. >> Well, James, you're living the cloud security, storage security situation here. I got to ask you, if you zoom out and not get in the weeds and look at the board room or the management conversation. Tell me about how you guys view the data security problem. I mean, obviously it's important. So can you give us a level of how important it is for iPipeline and with your customers and where does this S3 piece fit in? I mean, when you guys look at this holistically, for data security, what's the view, what's the conversation like? >> Yeah. Well, data security is critical. As Ed mentioned a few minutes ago, you don't want to be the company that's in the news because some data was exposed. That's something that nobody has the appetite for. And so data security is first and foremost in everything that we do. And that's really where this solution came into play, in making sure that we had not only a solution but we had a solution that was the right fit for the technology that we're using. There are a number of options. Some of them have been around for a while. But this was focused on S3, which we were using to store these documents that are coming from many different sources. And we have to take all the precautions we can to ensure that something that is malicious doesn't make its way into our ecosystem or into our customers' ecosystems through us. >> What's the primary use case that you see the value here with these guys? What's the aha moment that you had? >> With the cloud storage security specifically, it goes beyond the security aspects of being able to scan for vulnerable files, which is, there are a number of options and they're one of those. But for us, the key was being able to scale dynamically without committing to a particular load whether that's under committing or overcommitting. As we move our applications from a traditional data center type of installation to AWS, we anticipated a lot of growth over time and being able to scale up very dynamically, literally moving a slider within the admin console, was key to us to be able to meet our customer's needs without overspending, by building up something that was dramatically larger than we needed in our initial rollout. >> Not a bad testimonial there, Ed. >> I mean, I agree. >> This really highlights the applications using S3 more in the file workflow for the application in real time. This is where you start to see the rise of ransomware other issues. And scale matters. Can you share your thoughts and reaction to what James just said? >> Yeah. I think it's critical. As the popularity of S3 has increased, so has the fact that it's an attack vector now. And people are going after it whether that's to plant bad malicious files, whether it's to replace code segments that are downloaded and used in other applications, it is a very critical piece. And when you look at scale and you look at the cloud native capability, there are lots of ways to solve it. You can dig a hole with a spoon, but a shovel works a lot better. And in this case, we take a simple example like James. They did a weekend migration, so they've got new data coming in all the time, but we did a massive migration 5,000 files a minute being ingested. And like he said, with a couple of clicks, scale up, process that over sustained period of time and then scale back down. So I've said it before, I said it on the previous one. We don't want to get in the way of someone's workflow. We want to help them secure their data and do it in a timely fashion that they can continue with their proper processing and their normal customer responses. >> Frictionless has to be key. I know you're in the marketplace with your antivirus for S3 on the AWS. People can just download it. So people are interested, go check it out. James, I got to ask you and maybe Ed can chime in over the top, but it seems so obvious. Data. Secure the data. Why is it so hard? Why isn't this so obvious? What's the problem? Why is it so difficult? Why are there so many different solutions? It just seems so obvious. You know, you got ransomware, you got injection of different malicious payloads. There's a ton of things going on around the data. Why is, this so obvious? Why isn't it solved? >> Well, I think there have been solutions available for a long time. But the challenge, the difficulty that I see, is that it is a moving target. As bad actors learn new vulnerabilities, new approaches and as new technology becomes available, that opens additional attack vectors. >> Yeah. >> That's the challenge, is keeping up on the changing world including keeping up on the new ways that people are finding to exploit vulnerabilities. >> And you got sensitive data at iPipeline. You do a lot of insurance, wealth management, all kinds of sensitive data, super valuable. This brings me up, reminds me of the Sony hack Ed, years ago. Companies are responsible for their own militia. I mean, cybersecurity is no government help for sure. I mean, companies are on the hook. As we mentioned earlier at the top of this interview, this really is highlighted that IT departments have to evolve to large scale cloud, cloud native applications, automation, AI machine learning all built in, to keep up at the scale. But also from a defense standpoint. I mean, James you're out there, you're in the front lines, you got to defend yourself basically, and you got to engineer it. >> A hundred percent. And just to go on top of what James was saying is, I think there, one of the big factors and we've seen this. There's skill shortages out there. There's also just a pure lack of understanding. When we look at Amazon S3 or object storage in general, it's not an executable file system. So people sort of assume that, oh, I'm safe. It's not executable. So I'm not worried about it traversing my storage network. And they also probably have the assumption that the cloud providers, Amazon is taking care of this for them. And so it's this aha moment. Like you mentioned earlier, that you start to think, oh it's not about where the data is sitting per se. It's about scanning it as close to the storage spot. So when it gets to the end user, it's safe and secure. And you can't rely on the end user's environment and system to be in place and up to date to handle it. So it's that really, that lack of understanding that drives some of these folks into this. But for a while, we'll walk into customers and they'll say the same thing you said, John. Why haven't I been doing this for so long? And it's because they didn't understand that it was such a risk. That's where that blind spot comes in. >> James, it's just a final note on your environment. What's your goals for the next year? How's things going over there on your side? How you look at the security posture? What's on your agenda for the next year? How are you guys looking at the next level? >> Yeah. Well, our goal as it relates to this is to continue to move our existing applications over to AWS to run natively there. Which includes moving more data into S3 and leveraging the cloud storage security solution to scan that and ensure that there are no vulnerabilities that are getting in. >> And the ingestion, is there like a bottlenecks log jams? How do you guys see that scaling up? I mean, what's the strategy there? Just add more S3? >> Well, S3 itself scales automatically for us and the cloud storage solution gives us leverage to pull to do that. As Ed mentioned, we ingested a large amount of data during our initial migration which created a bottleneck for us. As we were preparing to move our users over, we were able to make an adjustment in the admin console and spin up additional processes entirely behind the scenes and broke the log jam. So I don't see any immediate concerns there, being able to handle the load. >> The term cloud native and hyperscale native, cloud native, one cloud's hybrid. All these things are native. We have antivirus native coming soon. And I mean, this is what we're basically doing is making it native into the workflows. Security native. And soon there's going to be security clouds out there. We're starting to see the rise of these new solutions. Can you guys share any thoughts or vision around how you see the industry evolving and what's needed? What's working and what's needed? Ed, we'll start with you. What's your vision? >> So I think the notion of being able to look at and view the management plane and control that has been where we're at right now. That's what everyone seems to be doing and going after. I think there are niche plays coming up. Storage is one of them, but we're going to get to a point where storage is just a blanket term for where you put your stuff. I mean, it kind of already is that. But in AWS, it's going to be less about S3. Less about work docs, less about EVS. It's going to be just storage and you're going to need a solution that can span all of that to go along with where we're already at the management plane. We're going to keep growing the data plane. >> James, what's your vision for what's needed in the industry? What's the gaps, what's working, and where do you see things going? >> Yeah, well, I think on the security front specifically, Ed's probably a little bit better equipped to speak to them than I am since that his primary focus. But I see the need for just expanded solutions that are cloud native that fit and fit nicely with the Amazon technologies. Whether that comes from Amazon or other partners like Cloud Storage Security to fill those gaps. We are focused on the financial services and insurance industries. That's our niche. And we look to other partners like Ed to help be the experts in these areas. And so that's really what I'm looking for, is the experts that we can partner with that are going to help fill those gaps as they come up and as they change in the future. >> Well, James, I really appreciate you coming on, sharing your story and I'll give you the final word. Put a quick, spend a minute to talk about the company. I know Cloud Storage Security is an AWS partner with the security software competency and is one of I think 16 partners listed in the competency and the data category. So take a minute to explain what's going on with the company, where people can find more information, how they buy and consume the products. >> Okay. >> Put the plug in. >> Yeah, thank you for that. So we are a fast growing startup. We've been in business for two and a half years now. We have achieved our security competency as John indicated. We're one of 16 data protection security competent ISV vendors globally. And our goal is to expand and grow a platform that spans all storage types that you're going to be dealing with and answer basic questions. What do I have and where is it? Is it safe to use? And am I in proper control of it? Am I being alerted appropriate? So we're building this storage security platform, very laser focused on the storage aspect of it. And if people want to find out more information, you're more than welcome to go and try the software out on Amazon marketplace. That's basically where we do most of our transacting. So find it there. Start of free trial. Reach out to us directly from our website. We are happy to help you in any way that you need it. Whether that's storage assessments, figuring out what data is important to you and how to protect it. >> All right, Ed. Thank you so much. Ed Casmer, founder and CEO of Cloud Storage Security. And of course James Johnson, AVP of Research and Development, iPipeline customer. Gentlemen, thank you for sharing your story and featuring the company and the value proposition, certainly needed. This is season two, episode four. Thanks for joining us. Appreciate it. >> Casmer: Thanks John. >> Okay. I'm John Furrier. That is a wrap for this segment of the cybersecurity season two, episode four. The ongoing series covering the exciting startups from Amazon's ecosystem. Thanks for watching. (upbeat music)
SUMMARY :
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Ed Casmer & James Johnson Event Sesh (NEEDS SLIDES EDL)
(upbeat intro music) >> Hello, everyone. Welcome back to theCube's presentation of the AWS Startup Showcase. This is season two, episode four, of the ongoing series covering the exciting startups from the a AWS ecosystem. Talk about cybersecurity. I'm your host, John Furrier. Here, excited to have two great guests. Ed Casmer, Founder & CEO of Cloud Storage Security. Back, Cube alumni. And also James Johnson, AVP of Research & Development, iPipeline here. Here to talk about Cloud Storage Security, antivirus on S3. Gents, thanks for joining us today. >> Thank you, John. >> Thank you. >> So, the topic here is cloud security, storage security. Ed, we had a great Cube conversation previously, earlier in the month. You know, companies are modernizing their apps and migrating to the cloud. That's fact. Everyone kind of knows that. Been there, done that. You know, clouds have the infrastructure, they got the OS, they got protection. But, the end of the day, the companies are responsible and they're on the hook for their own security of their data. And this is becoming more preeminent now that you have hybrid cloud, cloud operations, cloud-native applications. This is the core focus right now. In the next five years. This is what everyone's talking about. Architecture, how to build apps, workflows, team formation. Everything's being refactored around this. Can you talk about how organizations are adjusting, and how they view their data security in light of how applications are being built and specifically, around the goodness of say, S3? >> Yep, absolutely. Thank you for that. So, we've seen S3 grow 20,000% over the last 10 years. And that's primarily because companies like James with iPipeline, are delivering solutions that are leveraging this object storage more and above the others. When we look at protection, we typically fall into a couple of categories. The first one is, we have folks that are worried about the access of the data. How are they dealing with it? So, they're looking at configuration aspects. But, the big thing that we're seeing is that customers are blind to the fact that the data itself must also be protected and looked at. And, so, we find these customers who do come to the realization that it needs to happen. Finding out like how asking themselves, "How do I solve for this?" And, so, they need lightweight, cloud-native built solutions to deliver that. >> So, what's the blind spot? You mentioned there's a blind spot. They're kind of blind to that. What specifically are you seeing? >> Well, so when we get into these conversations, the first thing that we see with customers is, "I need to predict how I access it." This is everyone's conversation. "Who are my users? How do they get into my data? How am I controlling that policy? Am I making sure there's no east-west traffic there, once I've blocked the north-south?" But, what we really find is that the data is the key packet of this whole process. It's what gets consumed by the downstream users. Whether that's an employee, a customer, a partner. And, so, it's really the blind spot is the fact that we find most customers not looking at whether that data is safe to use. >> It's interesting. You know, when you talk about that, I think about like all the recent breaches and incidents. "Incidents" they call them. >> Yeah. >> They're really been around user configurations. S3 buckets not configured properly. And this brings up what you're saying, is that the users and the customers have to be responsible for the configurations, the encryption, the malware aspect of it. Don't just hope that AWS has the magic to do it. Is that kind of what you're getting at here? Is that the similar? Am I correlating that properly? >> Absolutely. That's perfect. And, and we've seen it. We've had our own customers, luckily, iPipeline's not one of them, that have actually infected their end users, because they weren't looking at the data. >> Yeah. And that's a huge issue. So, James, let's get in, you're a customer-partner. Talk about your relationship with these guys and what's it all about? >> Yeah. Well, iPipeline is building a digital ecosystem for life insurance and wealth management industries to enable the sale of life insurance to underinsured and uninsured Americans, to make sure that they have the coverage that they need should something happen. And, our solutions have been around for many years in a traditional data center type of an implementation. And, we're in process now of migrating that to the cloud, moving it to AWS. In order to give our customers a better experience, better resiliency, better reliability. And, with that, we have to change the way that we approach file storage and how we approach scanning for vulnerabilities in those files that might come to us via feeds from third parties, or that are uploaded directly by end users that come to us from a source that we don't control. So, it was really necessary for us to identify a solution that both solved for these vulnerability scanning needs, as well as enabling us to leverage the capabilities that we get with other aspects of our move to the cloud. Being able to automatically scale based on load, based on need. To ensure that we get the performance that our customers are looking for. >> So, tell me about your journey to the cloud, migrating to the cloud, and how you're using S3. Specifically, what led you to determine the need for the cloud-based AV solution? >> Yeah. So, when we looked to begin moving our applications to the cloud, one of the realizations that we had is that our approach to storing certain types of data, was a bit archaic. We were storing binary files in a database, which is not the most efficient way to do things. And, we were scanning them with the traditional antivirus engines, that would've been scaled in traditional ways. So, as our need grew, we would need to spin up additional instances of those engines to keep up with load. And we wanted a solution that was cloud-native, and would allow us to scan more dynamically without having to manage the underlying details of how many engines do I need to have running for a particular load at a particular time, and being able to scan dynamically and also being able to move that out of the application layer, being able to scan those files behind the scenes. So, scanning in, when the file's been saved in S3. It allows us to scan and release the file once it's been deemed safe, rather than blocking the user while they wait for that scan to take place. >> Awesome. Well, thanks for sharing that. I got to ask Ed and James, same question. And next is, how does all this factor into audits and self-compliance? Because, when you start getting into this level of sophistication, I'm sure it probably impacts reporting, workflows. Can you guys share the impact on that piece of it? The reporting. >> Yeah, I'll start with a comment, and James will have more applicable things to say. But, we're seeing two things. One, is you don't want to be the vendor whose name is in the news for infecting your customer base. So, that's number one. so you have to put something like this in place and figure that out. The second part is, we do hear that under SOC 2, under PCI, different aspects of it, there are scanning requirements on your data. Traditionally, we've looked at that as endpoint data and the data that you see in your on-prem world. It doesn't translate as directly to cloud data, but, it's certainly applicable. And if you want to achieve SOC 2 or you want to achieve some of these other pieces, you have to be scanning your data as well. >> James, what's your take? As practitioner, you're living it. >> Yeah. That's exactly right. There are a number of audits that we go through, where this is a question that comes up both from a SOC perspective, as well as our individual customers, who reach out, and they want to know where we stand from a security perspective and a compliance perspective. And, very often, this is a question of "How are you ensuring that the data that is uploaded into the application is safe and doesn't contain any vulnerabilities?" >> James, if you don't mind me asking. I have to kind of inquire, because I can imagine that you have users on your system, but also you have third parties, relationships. How does that impact this? What's the connection? >> That's a good question. We receive data from a number of different locations. From our customers directly, from their users, and from partners that we have, as well as partners that our customers have. And, as we ingest that data, from an implementation perspective, the way we've approached this, there's minimal impact there in each one of those integrations, because everything comes into the S3 bucket and is scanned before it is available for consumption or distribution. But, this allows us to ensure that no matter where that data is coming from, that we are able to verify that it is safe before we allow it into our systems or allow it to continue on to another third party, whether that's our customer or somebody else. >> Yeah. I don't mean to get in the weeds there, but it's one of those things where, you know, this is what people are experiencing right now. You know, Ed, we talked about this before. It's not just siloed data anymore. It's interactive data. It's third party data from multiple sources. This is a scanning requirement. >> Agreed. I find it interesting, too. I think James brings it up. We've had it in previous conversations, that not all data's created equal. Data that comes from third parties that you're not in control of, you feel like you have to scan and other data you may generate internally. You don't, have to be as compelled to scan that, although it's a good idea. But it's, you can kind of, as long as you can sift through and determine which data is which, and process it appropriately, then you're in good shape. >> Well, James. You're living the cloud security storage security situation, here. I got to ask you if you zoom out, not get in the weeds, and look at kind of the boardroom or the management conversation. Tell me about how you guys view the data security problem. I mean, obviously it's important, right? So, can you give us a level of, you know, how important it is for iPipeline and with your customers and where does this S3 piece fit in? I mean, when you guys look at this holistically, for data security, what's the view? What's the conversation like? >> Yeah. Well, data security is critical. As Ed mentioned a few minutes ago, you don't want to be the company that's in the news because some data was exposed. That's something that nobody has the appetite for. And, so, data security is, first and foremost, in everything that we do. And that's really where this solution came into play and making sure that we had not only a solution, but, we had a solution that was the right fit for the technology that we're using. There are a number of options. Some of them have been around for a while. But this is focused on S3, which we were using to store these documents that are coming from many different sources. And, you know, we have to take all the precautions we can to ensure that something that is malicious doesn't make its way into our ecosystem or into our customers' ecosystems through us. >> What's the primary use case that you see the value here with these guys? What's the "aha" moment that you had? >> With the Cloud Storage Security, specifically, it was really, it goes beyond the security aspects of being able to scan for vulnerable files, which is there are a number of options and, and they're one of those. But for us, the key was being able to scale dynamically without committing to a particular load, whether that's under committing or over committing. As we move our applications from a traditional data center type of installation to AWS, we anticipated a lot of growth over time. And being able to scale up very dynamically, you know, literally moving a slider within the admin console was key to us, to be able to meet our customer's needs without overspending. By building up something that was, dramatically larger than we needed in our initial rollout. >> Not a bad testimonial there, Ed. I mean. >> I agree. >> This is really highlights the applications using S3 more in the file workflow for the application in real time. This is where you start to see the rise of ransomware, other issues and scale matters. Can you share your thoughts and reaction to what James just said? >> Yeah, I think it's critical. I mean, as the popularity of S3 has increased, so has the fact that it's an attack vector now, and people are going after it. Whether that's to plant bad, malicious files, whether it's to replace code segments that are downloaded and used in other applications, it is a very critical piece. And when you look at scale, and you look at the cloud-native capability, there are lots of ways to solve it. You can dig a hole with a spoon, but a shovel works a lot better. And, in this case, you know, we take a simple example like James. They did a weekend migration, so, they've got new data coming in all the time. But, we did a massive migration. 5,000 files a minute being ingested. And, like he said, with a couple of clicks, scale up, process that over a sustained period of time, and then scale back down. So, you know, I've said it before. I said it on the previous one. We don't want to get in the way of someone's workflow. We want to help them secure their data and do it in a timely fashion, that they can continue with their proper processing and their normal customer responses. >> Yeah. Friction always has to be key. I know you're in the marketplace with your antivirus, for S3 on AWS. People can just download it. So, people are interested, go check it out. James, I got to ask you, and maybe Ed can chime in over the top, but, it seems so obvious. Data. Secure the data. Why is it so hard? Why isn't this so obvious? What's the problem? Why is it so difficult? Why are there so many different solutions? It just seems so obvious. You know, you got ransomware, you got injection of different malicious payloads. There's a ton of things going around around the data. Why is this? This is so obvious. Why isn't it solved? >> Well, I think there have been solutions available for a long time. That the challenge, the difficulty that I see is, that it is a moving target. As bad actors learn new vulnerabilities, new approaches. And as new technology becomes available, that opens additional attack vectors. That's the challenge. Is keeping up on the changing world. Including keeping up on the new ways that people are finding to exploit vulnerabilities. >> Yeah. And you got sensitive data at iPipeline. You do a lot of insurance, wealth management, all kinds of sensitive data, super valuable. You know, just brings me up, reminds me of the Sony hack, Ed, years ago. You know, companies are responsible for their own militia. I mean, cybersecurity, there's no government help for sure. I mean, companies are on the hook, as we mentioned earlier at the top of this interview. This really is highlighted that, IT departments and are, have to evolve to large scale cloud, you know, cloud-native applications, automation, AI machine learning all built in, to keep up at the scale. But, also, from a defense standpoint, I mean, James, you're out there, you're in the front lines. You got to defend yourself, basically, and you got to engineer it. >> A hundred percent. And just to go on top of what James was saying is, I think they're one of the big factors, and we've seen this. There's skill shortages out there. There's also just a pure lack of understanding. When we look at Amazon S3 or object storage in general, it's not an executable file system. So, people sort of assume that, "Oh, I'm safe. It's not executable. So, I'm not worried about it traversing my storage network." And they also probably have the assumption that the cloud providers, Amazon, is taking care of this for 'em. And, so, it's this "aha" moment, like you mentioned earlier. That you start to think, "Oh, it's not about where the data is sitting, per se, it's about scanning it as close to the storage spot. So, when it gets to the end user, it's safe and secure. And you can't rely on the end users' environment and system to be in place and up to date to handle it. So, it's that really, that lack of understanding that drives some of these folks into this, but for a while, we'll walk into customers and they'll say the same thing you said, John. "Why haven't I been doing this for so long?" And, it's because they didn't understand that it was such a risk. That's where that blind spot comes in. >> James, it's just a final note on your environment. What's your goals for the next year? How's things going over there in your side? How do you look at the security posture? What's on your agenda for the next year? How do you guys looking at the next level? >> Yeah, well, our goal as it relates to this is, to continue to move our existing applications over to AWS, to run natively there, which includes moving more data into S3 and leveraging the cloud storage security solution to scan that and ensure that it's, that there are no vulnerabilities that are getting in. >> And the ingestion? Is there like a bottlenecks, log jams? How do you guys see that scaling up? I mean, what's the strategy there? More, just add more S3? >> Well, S3 itself scales automatically for us and, the Cloud Storage Solution gives us levers to pull to do that. As Ed mentioned, we ingested a large amount of data during our initial migration, which created a bottleneck for us, as we were preparing to move our users over. We were able to, you know, make an adjustment in the admin console and spin up additional processes entirely behind the scenes and broke the log jam. So, I don't see any immediate concerns there. Being able to handle the load. >> You know, the term cloud-native and, you know, hyperscale-native, cloud-native, OneCloud, it's hybrid. All these things are native. We have anti-virus native coming soon. And I mean, this is what we're. You're basically doing is making it native into the workflows. Security native, and soon there's going to be security clouds out there. We're starting to see the rise of these new solutions. Can you guys share any thoughts or vision around how you see the industry evolving and what's needed, what's working and what's needed? Ed, we'll start with you. What's your vision? >> So, I think the notion of being able to look at and view the management plane and control that, has been where we're at right now. that's what everyone seems to be doing and going after. I think there are niche plays coming up, storage is one of them. But, we're going to get to a point where storage is just a blanket term for where you put your stuff. I mean, it kind of already is that, but, in AWS, it's going to be less about S3, less about work docs, less about EVS. It's going to be just storage and you're going to need a solution that can span all of that, to go along with where we're already at at the management plane. We're going to keep growing the data plane. >> James, what's your vision for what's needed in the industry? What's the gaps? What's working? And where do you see things going? >> Yeah, well, I think on the security front, specifically, Ed's probably a little bit better equipped to speak to them than I am. Since that's his primary focus. But I see the need for just expanded solutions that are cloud-native, that fit and fit nicely with the Amazon technologies, Whether that comes from Amazon or other partners like Cloud Storage Security, to fill those gaps. We're focused on, you know, the financial services and insurance industries. That's our niche. And we look to other partners, like Ed, to help be the experts in these areas. And so that's really what I'm looking for is, you know, the experts that we can partner with that are going to help fill those gaps as they come up and as they change in the future. >> Well, James, I really appreciate you coming on sharing your story. Ed, I'll give you the final word. Put a quick, spend a minute to talk about the company. I know Cloud Storage Security is an AWS partner, with the Security Software Competency. And is one of, I think, 16 partners listed in the competency and data category. So, take a minute to explain, you know, what's going on with the company, where people can find more information, how they buy and consume the products. >> Okay. >> Put the plug in. >> Yeah, thank you for that. So, we are a fast growing startup. We we've been in business for two and a half years, now. We have achieved our Security Competency. As John indicated, we're one of 16 data protection, Security Competent ISV vendors, globally. And, our goal is to expand and grow a platform that spans all storage types that you're going to be dealing with. And answer basic questions. "What do I have and where is it? Is it safe to use?" And, "Am I in proper control of it? Am I being alerted appropriately?" You know, so we're building this storage security platform, very laser-focused on the storage aspect of it. And, if people want to find out more information, you're more than welcome to go and try the software out on Amazon Marketplace. That's basically where we do most of our transacting. So, find it there, start a free trial, reach out to us directly from our website. We are happy to help you in any way that you need it, whether that's storage assessments, figuring out what data is important to you, and how to protect it. >> All right, Ed, thank you so much. Ed Casmer. Founder & CEO of Cloud Storage Security and of course James Johnson, AVP Research & Development, iPipeline customer. Gentlemen, thank you for sharing your story and featuring the company and the value proposition. It's certainly needed. This is season two, episode four. Thanks for joining us. Appreciate it. >> Thanks, John. >> Okay. I'm John Furrier. That is a wrap for this segment of the cybersecurity, season two, episode four. The ongoing series covering the exciting startups from Amazon's ecosystem. Thanks for watching. (gentle outro music)
SUMMARY :
of the ongoing series and migrating to the cloud. realization that it needs to happen. They're kind of blind to that. find is that the data is You know, when you talk about that, has the magic to do it. And, and we've seen it. and what's it all about? migrating that to the cloud, migrating to the cloud, is that our approach to storing certain I got to ask Ed and James, same question. and the data that you see James, what's your take? the data that is uploaded into because I can imagine that you the way we've approached this, get in the weeds there, You don't, have to be as I got to ask you if you zoom out, and making sure that we And being able to scale up I mean. and reaction to what I mean, as the popularity and maybe Ed can chime in over the top, That's the challenge. I mean, companies are on the the same thing you said, John. How do you guys looking at the next level? and leveraging the cloud and broke the log jam. and soon there's going to be of being able to look at that are going to help fill those gaps So, take a minute to explain, you know, We are happy to help you in and featuring the company the exciting startups
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Jennifer Johnson, Amplitude | CUBE Conversation, March 2021
>>Well, good day, everybody. And it's great to have you with us here on the cube. As we continue our key conversations as a part of the AWS startup showcase, please welcome Jennifer Johnson. Insidery, Jennifer's the chief marketing and strategy officer at amplitude, which is a global leader in product intelligence, and she tells her friends collar JJ. And so today it's still all JJ, how are you doing? I'm doing great, John, how are you doing very well. Thanks for being with us. We appreciate the time. Um, first off, tell us a little bit about amplitude about your work and job for those who might not be familiar. And also, I like to hear a little more about product intelligence about that concept. It's certainly taken on probably a pretty different meaning in this digital world that we're in today. That's right. That's right. Well, so I've been at amplitude. >>I joined in October of 2020. So, uh, not that long. Uh, and let me tell you, I, anyone who knows me knows that I am a CMO, but I am also a category designer. So I look at, uh, I look at companies, I look at opportunities as market creation opportunities, and we're going to talk about that because that's a big reason why I joined amplitude and why I'm so excited for the future of amplitude. Um, and so when we think about our website today says product intelligence. If you read between the lines and I tell you I'm a category designer, you might understand that maybe that will evolve over time, but what product intelligence actually means is it, is it really connects digital products to revenue. And what do I mean by that? And we all know that everything is digital. I don't need to tell you that everything is digital. >>We have the whole world just moved to digital. Um, and it's interesting because we think about digital and we think about the door dashes and the Peloton of the world, but really it's every company and every industry, um, you know, are some of our largest customers are hundred-year-old companies, right? And they have had to not just because of the last year in the pandemic, but they've been really thinking about how do we disrupt ourselves. Really? It's not even about disrupting the industry. It's actually about disrupting their own business around digital. So digital really, isn't a nice to have anymore. It's existential. And we all, I think we all know that at this point. Um, but you know, if the whole world has moved to digital and I think I read something that IDC wrote, we're going to spend $6.8 trillion by 2023 on digital transformation. We're spending an enormous, I mean, I think enormous has even an understatement amount of money on digital. >>So what is the next thing that you have to do once you've spent all this time and money and effort and probably millions of dollars, billions per company actually transforming is you have to actually optimize it and you have to figure out what your, what digital products and digital investments you're making. You have to make sure that actually connect to business outcomes. Things like, uh, revenue, things like lifetime value of things like loyalty, things that drive your business forward. And that's really where product intelligence and the future where amplitude is going is so critical. Because if you think about actually one of our customers said it best the customers of yesterday or the companies of yesterday. They put a website in front of their old way of doing things, their old products, their old way of doing things and call it a digital, like we just put a website in front of it. >>So it's digital. That is no longer the case. Now it's about redesigning your business and transforming value through new digital products and services. So digital products are actually the future of how businesses will operate in the new era. And so what happens is companies say, okay, we need to go build all these new products and services. And we have these goals of growth and revenue, and we hope the revenue comes out the other end, but there's really no way for, or no really effective way for companies to actually figure out how to manage and measure that in between you build a product, you put it out to market. Revenue comes out the other end, but how do you actually know if you're building the right things in the first place? How do you know what, uh, what features, what behaviors, what actions, what combinations of those actually lead to things like engagement and revenue and loyalty, and then how do you actually go and double down on those? >>And what I mean by that is adapting the experience. If you know, something works and you know that every customer that looks like that person will do this and you can predict an outcome. Why wouldn't you serve that up to every single person that looks like that. And really that whole notion of prediction and understanding, and prediction and adapting, that's really where amplitude plays a role. And that's what got me really excited about joining amplitude and really excited about the future is every company is a digital company and really companies have to completely rethink how they manage digital because it isn't just putting a website in front of it anymore. >>Yeah. I mean, you you've hit on something to them. In fact, we've got a lot to unpack here, which is great. Um, but, but you, you talk about that. Digital's lost, right? You got to have it's existential now you're dealing with business, which I think is absolutely correct, but because it's everybody and it is everywhere and you've got a lot of categories, right. Um, as a chief strategy officer, uh, you can't be all things to all people. You can't go off in every which way, but, so how are you focusing then your efforts in terms of identifying the key categories of prime categories, as opposed to looking at this huge landscape, and that could be overwhelming, you know, in some respects, how are you focusing? >>Yeah. I mean, there's, there's two ways to look at it and it is, you know, every company is a digital company, but really any company that has any kind of a digital product or an app digital app, anything that's digital is a as a relevant target for, for amplitude. Um, traditionally we have focused with probably no surprise. We focused on the, probably the, what I'd say the digital native companies, the companies that are more mature, but really they grew up through digitally through digital native. Those are the door dashes, the Postmates, the Uber's, the Lyft's right. Um, and those companies were just built by design to think this way, right? We're building products. Our app is our business. Our product is our business. So we need to make sure that we deeply understand how the interactions with our customers through that experience actually translates. And how do we continue to tweak and test and optimize and digitally native companies tend to understand that inherently. >>So that's been a lot of the early adopters of amplitude have been those digitally native companies. Now what we're seeing and no surprise is there's a really long tail of companies and more traditional industries. I mean, everything from, uh, you know, hospitality and restaurants, obviously media is going through a huge digital disruption right now. Um, automotive, I mean, any, any company that's looking at, how do we build new ways to engage and provide experiences to our customers through any kind of a digital means digital, digital product and app. Those are relevant targets for amplitude. So I think, you know, people think, Oh, it's every, every, uh, industry looks very different, but the commonality is everyone needs to move to digital. And the great thing for amplitude and for the market at large is a lot of our customers are these digitally native, what I would call the thought leaders around digital. And so if we can help bring that, bring those best practices and bring that approach to some of the more traditional companies in traditional industries and help them become more like the Peloton and the door dashes of the world. Then that's great for everybody, >>You know, JJ, when you talk about this transformation that's going on and the spaces in which is going on, which is everywhere right now, I imagine there are still some folks who might be a little reluctant, right? And you talked about slapping the new website and the old material, and they think they're done and they wash your hands and they go away and it's not that simple. Right. Um, so what's that conversation like to people who maybe aren't willing to jump in to take that risk as they see it, whereas, you know, it's an essential to their business. >>Yeah. So, you know, I do think that every disruption, technologically speaking or other is really change management and digital is no different, right? It's not just about moving to digital, it's changing the way that you're organized, it's changing your business structure, your, your strategy priorities. So I think that that organizations know they have to go there now. And even the ones that are reluctant, I'd say, if they're reluctant, they're probably going to get disrupted. So I think everyone understands they need to go there. Our role is really to help organizations get there without, I mean, digital, the, the word that usually follows digital is transformation. And I think a lot of people think that digital transformation needs to be this, you know, three to five year strategic journey and costs millions of dollars with armies of consultants. And really what we're helping to do is help organizations just answer the question, how is our product tied to our revenue? >>And we do that by bringing the data to the teams that actually need it. And it was really, it was really surprising to me to understand the process and some of these really large enterprises around how product and marketing teams, uh, get data. And, and a lot of times, if you have a question about something, if you're a product, if you're a product manager, obviously you want to understand how is our product doing what features are resonating? What features are leading to things like engagement or revenue or subscriptions or loyalty or whatever it is, right. As a marketer, you also want to know that as a marketer, you also want to know what campaigns are we driving that are actually creating value. Are there things that we should be doing? Are there areas we should double down on? And so the process is if you have a question about something or a hypothesis that you want to answer, a lot of times you have to send this request to some centralized data team or a data science team. >>Uh, you know, organizations have, you know, large B2C organizations. Most of them have armies of data scientists and business intelligence platforms. And you send a request and you might get an answer back in a few weeks, maybe a month. And, uh, maybe it's the right answer or usually what happens. And I think we can all relate to this. As you ask a question and you get data back and then it sparks five more questions. And so that whole process is the cyclical thing that I always say, if by the time you actually figure out the answer to your question, it's enough time to get Amazon in the new digital era. And so what we're actually doing is helping to bring that data, which we all know is the crown jewel of any organization. We're bringing that data and we're democratizing it and bringing it to all the teams that actually need it, lock, unlock it from data scientists and BI and bring it to the teams that need it, whether it's product, whether it's marketing, whether it's sales, whether it's customer success. >>And the greatest thing is it's not as a tool for everyone. And then all of a sudden you have these silo tools marketing as their tool product has their tools. CS has their tool is you actually have one platform, one system, and one source of data that all those teams use. So marketing doesn't say, well, yeah, my mind says this and it looks at it from this lens. And product says, well, my data says this, but it looks at it from this lens. All of a sudden you've removed that entire conversation or that entire debate. And that changes everything. It changes the way that companies get insights into customer behavior. It changes the way that they build products. It changes the way that the teams work together, product and marketing can now work off of a common set of data. And so really amplitude is helping to drive that change. >>And you don't have to do it through a three year implementation with an army of consultants that come in. It's something that can be done very easily. And so, and it, you know, I know everyone wants an easy button. Um, it is quite easy though. It's not, it's not the, the three-year or even the one year transformation. It's actually a way to, to bring that data to the teams that need it quickly. Um, the other thing I'd say to it is it's bringing the right data to them. Um, I was reading something from Gardner that said 85% of marketing analytics tools. Now these are tools that usually track things like ad attribution, website visits and how that, you know, how that relates to revenue well in a customer acquisition scenario, while you just want to know what ads actually lead to a cart, uh, put someone going to a cart, someone purchasing that was probably sufficient, but in the, in the new world, that's just not answering the same question. >>Like if you need to add, answer a question of what features, what behaviors, what actions within the product actually drive business outcomes, knowing what ads people clicked on and what web visits that you know, that, that, you know people had. And that's not going to answer it. That's not, it's just answering a totally different question. And 85% of companies are using marketing analytics tools to actually answer questions like what features we need to build. So that's another key point here is companies need to answer this question. They know they do. They just don't have the tools to do it and the data to do it. So they're using tools that were designed for a completely different purpose. And so really that's another great thing about amplitude is we're actually giving them the actual, the right data to answer the questions. >>So if you're, if you're somebody who's headlights, you know, for down the road, then in terms of, you know, you're looking for behavior, straights and patterns, you're looking for increased customer engagements, right. They have all these wonderful tools now, you know, not that you're missing anything, but where do you think that you could even sharpen the pencil a little bit more so that down the road here, what, what do you think technologically, you are capable or you would like to be able to, there's a making that an even richer in case even a bigger, a deeper dig? >>Well, I mean, so we, we have this, this, uh, immense deep, fast, smart database of customer behavior. So if you think of it, it's almost like the possibilities are endless. Anything that you need to be able to know or any question you could ask of your data to know what combinations of features, what combinations of behaviors actually lead to things like retention or churn or revenue. And then you can actually start to model those into cohorts. If I know that a customer does these five things in this order, and they're five times more likely to churn, well, then any customer that actually doesn't just look like that based on your demographics, who you are, where you live, et cetera, but based on actually what you do in the product, we can start to cohort them and say, this person actually looks like this other person based on their behavior. >>And therefore we might actually personalize an experience for them. We might send them an offer if we think they're going to turn, because we know they're likely to turn base cause other people that look like them do, um, or we're not going to send them anything because we already know they're loyal. So they're already likely to buy. So it's answering more questions, but then it's also, how do you actually use that to really personalize experiences? And I, that word is so overused, but in this way, I mean, it's not about I'm going to serve you a piece of content because I know what industry you work in, or I know where you live. I'm actually going to personalize your experience because I know that you, John, as an individual, do these things. And therefore I know that you are either a loyal customer or you've got a high likelihood to churn, et cetera. >>And then I'm going to personalize an experience. That's a good experience for you, but also it could experience for the business. So I think there's more, um, types of analytics. There's more ways to personalize and build experiences. I think in the, in the modern way, not the old demographic way. Um, but also even every organization around the company, like everyone touches the customer. So, you know, customer experience, as we know, is, is, you know, I hate to call it, call it the buzzword. Of course, everybody wants a great customer experience, but everybody talks about customer experience. Anyone who touches the customer as part of customer experience, which is basically the whole company. And so if you think about today, there's obviously product teams, marketing teams are heavy users of, of amplitude, but going forward, I mean, imagine a world where, you know, anytime, you know, anytime you have a touch point with a customer, you can use this, this insight into what they're actually doing in the product to, to get some level of, of intelligence that you didn't have before and use it to proactively give them a better experience, right? >>Whether it's, you know, uh, you know, at renewal time or you know, that they're likely to do something. So you offer something that gives them a better experience or you're in customer service. And wouldn't it be great to actually know if someone's logging a support ticket, what they're actually doing in the product it's going to help you give them a better support experience, et cetera, et cetera. I mean, the options here I think are because of the data that we have and the way that we can, like you said, build these patterns and pattern match, what features and actions lead to outcomes. Uh, I think the options are limitless. And I think this is the new way, like customers, that companies that understand this is the Holy grail of the new way of, of digital and understanding your customers and having this intelligence into the product is the new way to engage the customers that get that are going to be the customers that win. >>What is the new game you're right. I think limitless is a really good word too, because the capabilities that you're developing and the product and services you're providing. Um, so thanks for sharing the time and the insight and pleasure to have you on the queue. Thanks for being here. It's been great. Thank you, John. You've got jumbles here on the cube to conversation on AWS startup showcase. In fact, we have Jennifer Johnson.
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And it's great to have you with us here on the cube. I don't need to tell you that Um, but you know, if the whole world has moved So what is the next thing that you have to do once you've spent all this time and money and effort and Revenue comes out the other end, but how do you actually know if you're building the right things in If you know, something works and you know that every and that could be overwhelming, you know, in some respects, how are you focusing? And how do we continue to tweak and test and optimize and digitally native companies tend I mean, everything from, uh, you know, And you talked about slapping the new website and the old material, you know, three to five year strategic journey and costs millions of dollars And, and a lot of times, if you have a question about something, if you're a product, say, if by the time you actually figure out the answer to your question, it's enough time to get Amazon And then all of a sudden you have these And you don't have to do it through a three year implementation with an army of consultants and what web visits that you know, that, that, you know people had. the road here, what, what do you think technologically, you are capable or you would like And then you can actually start to model those And therefore I know that you are either a loyal customer or you've got a high likelihood And so if you think about and the way that we can, like you said, build these patterns and pattern match, what features and actions lead to so thanks for sharing the time and the insight and pleasure to have you on the queue.
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Jennifer Johnson, Amplitude | CUBE Conversation, March 2021
(upbeat music) >> Well, good day, everybody. And it's great to have you with us here on the theCUBE. As we continue our CUBE Conversations as a part of the AWS startup showcase. Pleased to welcome Jennifer Johnson in today. Jennifer is the Chief Marketing and Strategy Officer at Amplitude, which is a global leader in product intelligence. And she tells me her friends call her JJ. And so, today it's... Hello JJ, how are you doing? >> I'm doing great, John. How are you? >> I'm doing very well. Thanks for being with us, we appreciate the time. First off, tell us a little bit about Amplitude, about your work in general for those who might not be familiar, and also, I'd like to hear a little more about product intelligence and about that concept, if you will, and how that has certainly taken on probably a pretty different meaning in this digital world that we're in today. >> That's right. Well, so I've been at Amplitude, I joined in October of 2020. So not that long. And let me tell you, anyone who knows me knows that I am a CMO, but I am also a Category Designer. So, I look at companies, I look at opportunities as market creation opportunities. And we're going to talk about that 'cause that's a big reason why I joined Amplitude and why I'm so excited for the future of Amplitude. And so when we think about... Our website today says product intelligence. If you read between the lines and I tell you I'm a category designer, you might understand that maybe that will evolve over time. But what product intelligence actually means is, is that it really connects digital products to revenue. And what do I mean by that? And we all know that everything is digital. I don't need to tell you that everything is digital. The whole world just moved to digital. And it's interesting because, we think about digital and we think about the DoorDashs and the Pelotons of the world, but really it's every company in every industry. Some of our largest customers are 100-year old companies. And they have had to, not just because of the last year in the pandemic, but they've been really thinking about how do we disrupt ourselves, really. It's not even about disrupting the industry. It's actually about disrupting their own business around digital. So digital really, isn't a nice to have anymore. It's existential. And we all, I think we all know that at this point. But, if the whole world has moved to digital and I think I read something that IDC wrote, we're going to spend $6.8 trillion by 2023 on digital transformation. We're spending an enormous, I mean, I think enormous is even an understatement amount of money on digital. So what is the next thing that you have to do, once you've spent all this time and money and effort in probably millions of dollars, billions per company actually transforming, is you have to actually optimize it. And you have to figure out what digital products and digital investments you're making. You have to make sure that they actually connect to business outcomes. Things like, revenue, things like lifetime value, things like loyalty, things that drive your business forward. And that's really where product intelligence and the future where Amplitude is going is so critical. Because if you think about... Actually, one of our customers said it best. The customers of yesterday or the companies of yesterday, they put a website in front of their old way of doing things, their old products, their old way of doing things and called it digital. Like we just put a website in front of it so it's digital. That is no longer the case. Now it's about redesigning your business and transforming value through new digital products and services. So digital products are actually, the future of how businesses will operate in the new era. And so what happens is, companies say, "Okay, we need to go build all these new products "and services. "And we have these goals of growth and revenue "and we hope the revenue comes out the other end." But there's really no way for... Or no really effective way for companies to actually figure out how to manage and measure that in-between. You build a product, you put it out to market, revenue comes out the other end, but how do you actually know if you're building the right things in the first place? How do you know what features, what behaviors, what actions, what combinations of those, actually lead to things like engagement and revenue and loyalty. And then how do you actually go and double down on those? And what I mean by that is adapting the experience. If you know something works, and you know that every customer that looks like that person will do this, and you can predict an outcome, why wouldn't you serve that up to every single person that looks like that? And really that whole notion of prediction and understanding and prediction and adapting, that's really where Amplitude plays a role. And that's what got me really excited about joining Amplitude and really excited about the future is, every company is a digital company and really companies have to completely rethink how they manage digital because it isn't just putting website in front of it anymore. >> Yeah I mean, you've hit on something there. In fact, we've got a lot to unpack here, which is great. But you talk about that digital (mumbles) you got to have. It's existential now to doing your business which I think is absolutely correct. But because it's everybody, and it is everywhere and you've got a lot of categories, as a Chief Strategy Officer, I mean, you can't be all things to all people. You can't go off in every which way, so how are you focusing then in your efforts in terms of identifying maybe key categories or prime categories, as opposed to, looking at this huge landscape, and that can be overwhelming in some respects how are you focusing then? >> Yeah. I mean, there's two ways to look at it. And it is... Every company is a digital company, but really any company that has any kind of a digital product or a digital app, anything that's digital is a relevant target for Amplitude. Traditionally, we have focused with probably no surprise, we focused on the, probably what I'd say the digital native companies, the companies that are more mature, but really they grew up through digital native. Those are the DoorDashs, the Postmates, the Ubers, the Lyfts. And those companies were just built by design to think this way. "We're building products. "Our app is our business. Our product is our business." So we need to make sure that we deeply understand how the interactions with our customers through that experience actually translates, and how do we continue to tweak and test and optimize. And digitally native companies, tend to understand that inherently. So that's been a lot of the early adopters of Amplitude have been those digitally native companies. Now what we're seeing, and no surprise is, there's a really long tail of companies in more traditional industries. I mean, everything from, hospitality and restaurants. Obviously media is going through a huge digital disruption right now. Automotive. I mean, any company that's looking at how do we build new ways to engage and provide experiences to our customers through any kind of a digital means, a digital product, an app, those are relevant targets for Amplitude. So I think people think, "Oh, it's..." Every industry looks very different but the commonality is everyone needs to move to digital. And the great thing for Amplitude and for the market at large is a lot of our customers are these digitally native, what I would call the thought leaders around digital. And so if we can help bring that, bring those best practices and bring that approach to some of the more traditional companies, in traditional industries and help them become more like the Pelotons and the DoorDashs of the world, then that's great for everybody. >> You know, JJ, when you talk about, this transformation that's going on and the spaces in which is going on which is everywhere right now, I imagine there are still some folks who might be a little reluctant. And you talked about slapping a new website on the old material and they think they're done and they wash their hands and they go away. And it's not that simple. So what's that conversation like to people who maybe aren't willing to jump in, to take that "risk" as they see it, whereas you know, it's an essential to their business. >> Yeah. So, I do think that every disruption technologically speaking or other, is really change management. And digital's no different. It's not just about moving to digital, it's changing the way that you're organized. It's changing your business structure, your strategy, your priorities. So, I think that organizations know they have to go there now. And even the ones that are reluctant, I'd say if they're reluctant they're probably going to get disrupted. So I think everyone understands they need to go there. Our role is really to help organizations get there, without... I mean, digital, the word that usually follows digital is transformation. And I think a lot of people think that digital transformation needs to be this, three to five year strategic journey, and cost millions of dollars with armies of consultants. And really what we're helping to do is, help organizations just answer the question, "how is our product tied to our revenue?" And we do that by bringing the data to the teams that actually need it. And it was really surprising to me to understand the process in some of these really large enterprises, around how product and marketing teams get data. And a lot of times if you have a question about something, if you're a product manager obviously you want to understand how is our product doing? What features are resonating? What features are leading to things like engagement or revenue or subscriptions or loyalty or whatever it is. As a marketer you also want to know that. As a marketer you also want to know, what campaigns are we driving that are actually creating value. Are there things that we should be doing? Are there areas we should double down on? And so the process is if you have a question about something or a hypothesis that you want to answer, a lot of times you have to send this request to some centralized data team or a data science team. Organizations have, large B2C organizations. Most of them have armies of data scientists and business intelligence platforms. And you send a request and you might get an answer back in a few weeks, maybe a month and maybe it's the right answer or usually what happens, and I think we can all relate to this. Is you ask a question and you get data back and then it sparks five more questions. And so that whole process is the cyclical thing that I always say, by the time you actually figure out the answer to your question, it's enough time to get Amazoned in the new digital era. And so what we're actually doing is helping to bring that data which we all know is the crown jewel of any organization. We're bringing that data and we're democratizing it and bringing it to all the teams that actually need it. Unlock it from data scientists and BI, and bring it to the teams that need it, whether it's product, whether it's marketing, whether it's sales, whether it's customer success. And the greatest thing is it's not a tool for everyone. And then all of a sudden you have these siloed tools, marketing has their tool, product has their tool, CS has their tool. Is you actually have one platform, one system, and one source of data that all those teams use. So marketing doesn't say, "Well yeah, my mind says this "and it looks at it from this lens." And product says, "Well, my data says this, "but it looks at it from this lens." All of a sudden you've removed that entire conversation or that entire debate. And that changes everything. It changes the way that companies get insights into customer behavior. It changes the way that they build products. It changes the way that the teams work together. Product and marketing can now work off of a common set of data. And so really Amplitude is helping to drive that change. And you don't have to do it through a three-year implementation with an army of consultants that come in. It's something that can be done very easily. And so, I know everyone wants an easy button. It is quite easy though. It's not the three-year or even the one-year transformation. It's actually a way to bring that data to the teams that need it quickly. The other thing I'd say to it is, it's bringing the right data to them. I was reading something from Gartner that said, 85% of marketing analytics tools, now these are tools that usually track things like ad attribution, website visits, and how that relates to revenue. Well in a customer acquisition scenario, well, you just want to know what ads actually lead to a cart. Put someone going to a cart, someone purchasing that was probably sufficient, but in the new world, that's just not answering the same question. Like if you need to answer a question of what features, what behaviors, what actions within the product actually drive business outcomes, knowing what ads people clicked on and what web visits that people had, that's not going to answer... It's just answering a totally different question. And 85% of companies are using marketing analytics tools to actually answer questions like what features, do we need to build? So that's another key point here is, companies need to answer this question. They know they do. They just don't have the tools to do it and the data to do it. So they're using tools that were designed for a completely different purpose. And so really that's another great thing about Amplitude, is we're actually giving them the actual, the right data to answer the questions. >> So, if you're somebody's headlights, for down the road, then in terms of, you're looking for behavior, straights and patterns. You're looking for increased customer engagements, and you have all these wonderful tools now, not that you're missing anything, but where do you think that you could even sharpen the pencil a little bit more so that down the road here, what do you think technologically you are capable or that you would like to be able to deliver, because of making that an even richer engagement, even a bigger, a deeper dig. >> Yeah. Well, I mean, so, we have this immense deep, fast, smart database of customer behavior. So if you think of it, it's almost like the possibilities are endless. Anything that you need to be able to know or any question you could ask of your data to know what combinations of features, what combinations of behaviors actually lead to things like retention or churn or revenue. And then you can actually start to model those into cohorts. If I know that a customer does these five things in this order, and they're five times more likely to churn, well then, any customer that actually, doesn't just look like that based on your demographics, who you are, where you live, et cetera, but based on actually what you do in the product. We can start to cohort them and say, "this person actually looks like this other person "based on their behavior." And therefore we might actually personalize an experience for them. We might send them an offer if we think they're going to churn because we know they're likely to churn base 'cause other people that look like them do. Or we're not going to send them anything because we already know they're loyal. So they're already likely to buy. So it's answering more questions, but then it's also, how do you actually use that to, really personalize experiences? And that word is so overused, but in this way, I mean, it's not about I'm going to serve you a piece of content because I know what industry you work in, or I know where you live. I'm actually going to personalize your experience because I know that you, John, as an individual, do these things and therefore I know that you are either, a loyal customer, or you've got a high likelihood to churn, et cetera. And then I'm going to personalize an experience, that's a good experience for you but also a good experience for the business. So, I think there's more types of analytics. There's more ways to personalize and build experiences. I think in the modern way, not the old demographic way. But also, even every organization around the company, like everyone touches the customer. So, customer experience as we know is, I hate to call it the buzzword. Of course, everybody wants a great customer experience but everybody talks about customer experience. Anyone who touches the customer is part of customer experience, which is basically the whole company. And so if you think about, today, there's obviously product teams, marketing teams, are heavy users of Amplitude. But going forward, I mean, imagine a world where, anytime you have a touch point with a customer, you can use this insight into what they're actually doing in the product to get some level of intelligence that you didn't have before, and use it to proactively give them a better experience. Whether it's, at renewal time, or you know that they're likely to do something so you offer something that gives them a better experience or you're in customer service. And wouldn't it be great to actually know if someone's logging a support ticket. What they're actually doing in the product is going to help you give them a better support experience, et cetera, et cetera. I mean, the options here I think are, because of the data that we have and the way that we can, like you said, build these patterns and pattern match what features and actions lead to outcomes, I think the options are limitless. And I think this is the new way. Like companies that understand this is the Holy grail of the new way of digital and understanding your customers and having this intelligence into the product is the new way to engage, the customers that get that are going to be the customers that win. >> Well, it is a new game, you're right. I think limitless is a really good word too because the capabilities that you're developing and the product and services you're providing, really are limitless. So thanks for sharing the time and the insight, a pleasure to have you on theCUBE. Thanks for being here. >> Thank you. It's been great. Thank you, John. >> You've got John Walls here on theCUBE, CUBE Conversation on the AWS startup showcase. I'm talking with Jennifer Johnson from Amplitude. (soft music)
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Grant Johnson, Ancestry | Qualys Security Conference 2019
>> Narrator: From Las Vegas, it's theCUBE. Covering Qualys Security Conference 2019. Brought to you by Qualys. >> Hey, welcome back, you ready with Jeff Frick here with theCUBE. We are at the Qualys Security Conference in Las Vegas. This show's been going on, I think, 19 years. This is our first time here. We're excited to be here, and we've got, there's always these people that go between the vendor and the customer and back and forth. We've had it go one way, now we've got somebody who was at Qualys and now is out implementing the technology. We're excited to welcome Grant Johnson. He is the director of Risk and Compliance for Ancestry. Grant, great to see you. >> Thank you for having me, great to be here. >> Yeah, it is always interesting to me and there's always a lot of people at these shows that go back and forth between, and their creating the technology and delivering the technology versus implementing the technology and executing at the customer side. So, you saw an opportunity at Ancestry, what opportunity did you see and why did you make that move? >> Well it's a good question, I was really happy where I was at, I worked for here at Qualys for a long time. But, I had a good colleague of mine from way back just say, hey look, he took over as the chief information security officer at Ancestry and said, "they've got an opportunity here, do you want it?" I said, "hey sure." I mean, it was really kind of a green field. It was the ability to get in on the ground floor, designing the processes, the environment, the people and everything to, what I saw is really a really cool opportunity, they were moving to the cloud. Complete cloud infrastructure which was a few years ago, you know, a little uncommon so it was just and opportunity to learn a lot of different things and kind of be thinking through some different processes and the way to fix it. >> Right, right, so you've been there for a little while now. Over three years, what was the current state and then what was the opportunity to really make some of those changes, as kind of this new initiative with this new see, so? >> No, yeah, we were traditional. You know, a server data center kind of background and everything like that. But with the way the company was starting to go as we were growing it, really just crazy, just at a crazy clip, to where we really couldn't sustain. We wanted to go global, we wanted to move Ancertry out to Europe and to other environments and just see the growth that was going to happen there, and there just wasn't a way that we could do it with the traditional data center model. We're plugging those in all over the place, so the ideas is, we're going to go to a cloud and with going to the cloud, we could really rethink the way that we do security and vulnerability management, and as we went from a more traditional bottle which is, where you scan and tell people to patch and do things like that, to where we can try to start to bake vulnerability management into the process and do a lot of different things. And you know, we've done some pretty cool things that way, I think as a company and, always evolving, always trying to be better and better every day but it was a lot of fun and it's been really kind of a neat ride. >> So, was there a lot of app redesign and a whole bunch of your core infrastructure. Not boxes, but really kind of software infrastructure that had to be redone around a cloud focus so you can scale? >> Yeah. There absolutely was. We really couldn't lift and shift. We really had to take, because we were taking advantage of the cloud environment, if we just lifted and shifted our old infrastructure in there, it wasn't going to take advantage of that cloud expansion like we needed it to. >> Right. >> We needed it to be able to handle it tide, of high tide, low tide, versus those traffic times when we're high and low. So it really took a rewrite. And it was a lot of really neat people coming together. We basically, at the onset of this right when I started in 2016, our chief technology officer got up and said, "we're going to burn the ships." We have not signed the contract for our data center to renew at 18 months. So we have to go to the cloud. And it was really neat to see hundreds of people really come together and really make that happen. I've been involved in the corporate world for a long time in IT. And a lot of those projects fail. And it was really neat to see a big project like that actually get off the ground. >> Right, right. It's funny, the burning the ship analogy is always an interesting one. (grant laughs) Which you know, Arnold Schwarzenegger never had a plan B. (grant laughs) Because if you have plan B, you're going to fall back. So just commit and go forward. >> A lot of truth to that. Right, you're flying without a net, whatever kind of metaphor you want to use on that one. Yeah, but you have to succeed and there is a lot that'll get it done I think, if you just don't have that plan B like you said. >> Right, so talk about kind of where Ancestry now is in terms of being able to roll out apps quicker, in terms of being able to scale much larger, in terms of being able to take advantages of a lot more attack surface area, which probably in the old model was probably not good. Now those are actually new touch points for customers. >> It's a brave new world on a lot of aspects. I mean, to the first part of that, we're just a few days away from cyber Monday. Which is you know, our normal rate clip of transactions is about 10 to 12 transactions a second. >> So still a bump, is cyber Monday still a bump? >> It's still huge for us. >> We have internet at home now. We don't have to go to work to get on the internet to shop. >> You know, crazy enough, it still is. You know, over the course of the week, and kind of starting on Thanksgiving, we scale to have about 250 transactions a second. So that was one of the good parts of the cloud, do you invest and the big iron and in the big piping for your peak times of the year. Or and it sits, your 7-10% utilization during the rest of the year, but you can handle those peaks well. So I mean, we're just getting into the time of year, so that's where our cloud expansion, where a lot of the value for that has come. In terms, of attack surface, yeah, absolutely. Five years ago, I didn't even know what a container was. And we're taking advantage a lot of that technology to be able to move nimbly. You can't spin up a server fast enough to meet the demands of user online clicking things. You really have to go with containers and that also increases what you really need to be able to secure with people and the process and technology and everything like that. >> Right. >> So it's been a challenge. It's been really revitalizing and really, really neat to me to get in there and learn some new things and new stuff like that. >> That's great. So I want to ask you. It may be a little sensitive, not too sensitive but kind of sensitive right. Is with 23 and Me and Ancestry, and DNA registries, et cetera, it's opened up this whole new conversation around cold case and privacy and blah blah blah. I don't want to get into that. That's a whole different conversation, but in terms of your world and in terms of risking compliance, that's a whole different type of a data set I think that probably existed in the early days of Ancestry.com >> Yeah >> Where you're just trying to put your family tree together. So, how does that increased value, increased sensitivity, increased potential opportunity for problems impact the way that you do your job and the way that you structure your compliance systems? >> Boy. Honestly, that is part of the reason why I joined the company. Is that I really kind of saw this opportunity. Kind of be a part of really a new technology that's coming online. I'd have to say. >> Or is it no different than everyone else's personal information and those types of things? Maybe it's just higher profile in the news today. >> Not it all, no. It kind of inherent within our company. We realized that our ability to grow and stay affable or just alive as a business, we pivot on security. And security for us and privacy is at the fore front. And I think one of the key changes that's done for maybe in other companies that I get is, people from our development teams, to our operations teams, to our security department, to our executives. We don't have to sell security to em. They really get it. It's our customer privacy and their data that we're asking people to share their most personal data with us. We can give you a new credit card. Or, you can get a new credit card number issued. We can't give you a new DNA sequence. >> Right. >> So once that's out there, it's out there and it is the utmost to us. And like I said, we don't have to sell security internally, and with that we've gotten a lot of support internally to be able to implement the kind of things that we needed to implement to keep that data as secure as we can. >> Right, well that's nice to hear and probably really nice for you to be able to execute your job that you don't have to sell securities. It is important, important stuff. >> Grant: Yes, that's absolutely true. >> All right, good. So we are jamming through digital transformation. If we talk a year from now, what's on your plate for the next year? >> We just continue to evolve. We're trying to still continue the build in some of those processes that make us better, stronger, faster, as we go through, to respond to threats. And just really kind of handle the global expansion that our company's undergoing right now. Just want to keep the lights on and make sure that nobody even thinks about security when they can do this. I can't speak for them, but I think we really want to lead the world in terms of privacy and customer trust and things like that. So there are a lot of things that I think we've got coming up that we really want to kind of lead the way on. >> Good, good. I think that is a great objective and I think you guys are in a good position to be the shining light to be, kind of guiding in that direction 'cause it's important stuff, really important stuff. >> Yeah, we hope so, we really do. >> Well Grant, nothing but the best to you. Good luck and keep all that stuff locked down. >> Thank you, thank you so much! Thanks for having me. >> He's Grant, I'm Jeff. You're watching theCube. We're at the Qualys Security Conference at the Bellagio in La Vegas. Thanks for watching. We'll see you next time. (upbeat music)
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Brought to you by Qualys. and now is out implementing the technology. and why did you make that move? you know, a little uncommon and then what was the opportunity to really make and there just wasn't a way that we could do it that had to be redone around a cloud focus so you can scale? We really had to take, We needed it to be able to Which you know, Arnold Schwarzenegger never had a plan B. Yeah, but you have to succeed in terms of being able to roll out apps quicker, I mean, to the first part of that, We don't have to go to work to get on the internet to shop. and that also increases what you really need to be able to and really, really neat to me to get in there and in terms of risking compliance, impact the way that you do your job and the Honestly, that is part of the reason Maybe it's just higher profile in the news today. We realized that our ability to grow and stay affable to be able to implement the kind of things that we needed really nice for you to be able to execute your job So we are jamming through digital transformation. And just really kind of handle the global expansion and I think you guys are in a good position Well Grant, nothing but the best to you. Thanks for having me. We're at the Qualys Security Conference
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Julie Johnson, Armored Things | MIT CDOIQ 2019
>> From Cambridge Massachusetts, it's The Cube covering MIT Chief Data Officer, and Information Quality Symposium 2019. Brought to you by SiliconANGLE Media. (electronic music) >> Welcome back to MIT in Cambridge, Massachusets everybody. You're watching The Cube, the leader in live tech coverage. My name is Dave Vellante I'm here with Paul Gillin. Day two of the of the MIT Chief Data Officer Information Quality Conference. One of the things we like to do, at these shows, we love to profile Boston area start-ups that are focused on data, and in particular we love to focus on start-ups that are founded by women. Julie Johnson is here, She's the Co-founder and CEO of Armored Things. Julie, great to see you again. Thanks for coming on. >> Great to see you. >> So why did you start Armored Things? >> You know, Armored Things was created around a mission to keep people safe. Early in the time where were looking at starting this company, incidents like Las Vegas happened, Parkland happened, and we realized that the world of security and operations was really stuck in the past right? It's a manual solutions generally driven by a human instinct, anecdotal evidence, and tools like Walkie-Talkies and video cameras. We knew there had to be a better way right? In the world of Data that we live in today, I would ask if either of you got in your car this morning without turning on Google Maps to see where you were going, and the best route with traffic. We want to help universities, ball parks, corporate campuses do that for people. How do we keep our people safe? By understanding how they live. >> Yeah, and stay away from Lambert Street in Cambridge by the way. >> (laughing) >> Okay so, you know in people, when they think about security they think about cyber, they think about virtual security, et cetera et cetera, but there's also the physical security aspect. Can you talk about the balance of those two? >> Yeah, and I think both are very important. We actually tend to mimic some of the revolutions that have happened on the cyber security side over the last 10 years with what we're trying to do in the world of physical security. So, folks watching this who are familiar with cyber security might understand concepts like anomaly detection, SIEM and SOAR for orchestrated response. We very much believe that similar concepts can be applied to the physical world, but the unique thing about the physical world, is that it has defined boundaries, right? People behave in accordance with their environment. So, how do we take the lessons learned in cyber security over 10 to 15 years, and apply them to that physical world? I also believe that physical and cyber security are converging. So, are there things that we know in the physical world because of how we approach the problem? That can be a leading indicator of a threat in either the physical world or the digital world. What many people don't understand is that for some of these cyber security hacks, the first weak link is physical access to your network, to your data, to your systems. How do we actually help you get an eye on that, so you already have some context when you notice it in the digital realm. >> So, go back to the two examples you sited earlier, the two shooting examples. Could those have been prevented or mitigated in some way using the type of technology you're building? >> Yeah, I hate to say that you could ever prevent an incident like that. Everyone wants us to do better. Our goal is to get a better sense predicatively of the leading indicators that tell you you have a problem. So, because we're fundamentally looking at patterns of people and flow, I want to know when a normal random environment starts to disperse in a certain way, or if I have a bottle neck in my environment. Because if then I have that type of incident occur, I already know where my hotspots are, where my pockets of risk are. So, I can address it that much more efficiently from a response perspective. >> So if people are moving quickly away from a venue, it might be and indication that there's something wrong- >> It could be, Yeah. That demands attention. >> Yeah, when you go to a baseball game, or when you go to work I would imagine that you generally have a certain pattern of behavior. People know conceptually what those patterns are. But, we're the first effort to bring them data to prove what those patterns are so that they can actually use that data to consistently re-examine their operations, re-examine their security from a staffing perspective, from a management perspective, to make sure that they're using all the data that's at their disposal. >> Seems like there would be many other applications beyond security of this type of analysis. Are you committed to the security space, or do you have broader ambitions? >> Are we committed to the security space is a hundred percent. I would say the number one reason why people join our team, and the number one reason why people call us to be customers is for security. There's a better way to do things. We fundamentally believe that every ball park, every university, every corporate campus, needs a better way. I think what we've seen though is exactly what you're saying. As we built our software, for security in these venues, and started with an understanding of people and flow, there's a lot that falls out of that right? How do I open gates that are more effective based on patterns of entry and exit. How do I make sure that my staffing's appropriate for the number of people I have in my environment. There's lots of other contextual information that can ultimately drive a bottom line or top line revenue. So, you take a pro sports venue for example. If we know that on a 10 degree colder day people tend to eagres more early in the game, how do we adjust our food and beverage strategy to save money on hourly workers, so that we're not over staffing in a period of time that doesn't need those resources. >> She's talking about the physical and the logical security worlds coming together, and security of course has always been about data, but 10 years ago it was staring at logs increasing the machines are helping us do that, and software is helping us do that. So can you add some color to at least the trends in the market generally, and then maybe specifically what you're doing bringing machine intelligence to the data to make us more secure. >> Sure, and I hate to break it to you, but logs are still a pretty big part of what people are watching on a daily basis, as are video cameras. We've seen a lot of great technology evolve in the video management system realm. Very advanced technology great at object recognition and detecting certain behaviors with a video only solution, right? How do we help pinpoint certain behaviors on a specific frame or specific camera. The only problem with that is, if you have people watching those cameras, you're still relying on humans in the loop to catch a malicious behavior, to respond in the event that they're notified about something unusual. That still becomes a manual process. What we do, is we use data to watch not only cameras, but we are watching your cameras, your Wi-Fi, access control. Contextual data from public transit, or weather. How do we get this greater understanding of your environment that helps us watch everything so that we can surface the things that you want the humans in the loop to pay attention to, right? So, we're not trying to remove the human, we're trying to help them focus their time and make decisions that are backed by data in the most efficient way possible. >> How about the concerns about The Surveillance Society? In some countries, it's just taken for granted now that you're on camera all the time. In the US that's a little bit more controversial. Is what your doing, do you have to be sensitive to that in designing the tools you're building? >> Yeah, and I think to Dave's question, there are solutions like facial recognition which are very much working on identifying the individual. We have a philosophy as a company, that security doesn't necessarily start with the individual, it starts with the aggregate. How do we understand at an aggregate macro level, the patterns in an environment. Which means I don't have to identify Paul, or I don't have to identify Dave. I want to look for what's usual and unusual, and use that as the basis of my response. There's certain instances where you want to know who people are. Do I want to know who my security personnel are so I can dispatch them more efficiently? Absolutely. Let's opt those people in and allow them to share the information they need to share to be better resources for our environment. But, that's the exception not the norm. If we make the norm privacy first, I think we'll be really successful in this emerging GDPR data centric world. >> But I could see somebody down the road saying hey can you help us find this bad guy? And my kids at camp this week, This is his 7th year of camp, and this year was the first year my wife, she was able to sign up for a facial recognition thing. So, we used to have to scroll through hundreds and hundreds of pictures to see oh, there he is! And so Deb signs up for this thing, and then it pings you when your son has a picture taken. >> Yeah. And I was like, That's awesome. Oh. (laughing) >> That's great until you think about it. >> But there aren't really any clear privacy laws today. And so you guys are saying, look it, we're looking at the big picture. >> That's right. >> But that day is coming isn't it? >> There's certain environments that care more than others. If you think about universities, which is where we first started building our technology, they cared greatly about the privacy of their students. Health care is a great example. We want to make sure that we're protecting peoples personal data at a different level. Not only because that's the right thing to do, but also from a regulatory perspective. So, how do we give them the same security without compromising the privacy. >> Talk about Bottom line. You mentioned to us earlier that you just signed a contract with a sports franchise, you're actually going to help them, help save them money by deploying their resources more efficiently. How does your technology help the bottom line? >> Sure, you're average sporting venue, is getting great information at the point a ticket is scanned or a ticket is purchased, they have very little visibility beyond that into the customer journey during an event at their venue. So, if you think about again, patterns of people and flow from a security perspective, at our core we're helping them staff the right gates, or figure out where people need to be based on hot spots in their environment. But, what that also results in is an ability to drive other operational benefits. Do we have a zone that's very low utilization that we could use as maybe even a benefit to our avid fans. Send them to that area, get traffic in that area, and now give them a better concession experience because of it, right? Where they're going to end up spending more money because they're not waiting in line in the different zone. So, how do we give them a dashboard in real time, but also alerts or reports that they can use on an ongoing basis to change their decision making going forward. >> So, give us the company overview. Where are you guys at with funding, head count, all that good stuff. >> So, we raised a seed round with some great Boston and Silicon Valley investors a year ago. So, that was Glasswing is a Boston AI focused fund, has been a great partner for us, and Inovia which is Canada's largest VC fund recently opened a Silicon Valley office. We just started raising a series A about a week ago. I'm excited to say those conversation have been going really well so far. We have some potential strategic partners who we're excited about who know data better then anyone else that we think would help us accelerate our business. We also have a few folks who are very familiar with the large venue space. You know, the distributed campuses, the sporting and entertainment venues. So, we're out looking for the right partner to lead our series A round, and take our business to the next level, but where we are today with five really great branded customers, I think we'll have 20 by the end of next year, and we won't stop fighting 'till we're at every ball park, every football stadium, every convention center, school. >> The big question, at some point will you be able to eliminate security lines? (laughing) >> I don't think that's my core mission. (laughing) But, optimistically I'd love to help you. Right, I think there's some very talented people working on that challenge, so I'll defer that one to them. >> And rough head count today? >> We have 23 people. >> You're 23 people so- >> Yeah, I headquartered in Boston Post Office Square. >> Awesome, great location. So, and you say you've got five customers, so you're generating revenue? >> Yes >> Okay, good. Well, thank you for coming in The Cube >> Yeah, thank you. >> And best of luck with the series A- >> I appreciate it and going forward >> Yeah, great. >> All right, and thank you for watching. Paul Gillin and I will be back right after this short break. This is The Cube from MIT Chief Data Officer Information Quality Conference in Cambridge. We'll be right back. (electronic music)
SUMMARY :
Brought to you by SiliconANGLE Media. Julie, great to see you again. to see where you were going, in Cambridge by the way. Okay so, you know in people, How do we actually help you get an eye on that, So, go back to the two examples you sited earlier, Yeah, I hate to say that you could ever prevent That demands attention. data to prove what those patterns are or do you have broader ambitions? and the number one reason why people bringing machine intelligence to the data Sure, and I hate to break it to you, sensitive to that in designing the tools you're building? Yeah, and I think to Dave's question, and then it pings you when your son And I was like, That's awesome. And so you guys are saying, Not only because that's the right thing to do, You mentioned to us earlier that you So, if you think about again, Where are you guys at with funding, head count, and take our business to the next level, so I'll defer that one to them. So, and you say you've got five customers, Well, thank you for coming in The Cube All right, and thank you for watching.
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Alastair Johnson, Nuage Networks | CUBE Conversation, December 2018
[Music] hi I'm Peter Burris and welcome to another Cube conversation from our outstanding studios in Palo Alto California got a great conversation today we're gonna be talking about some of the challenges and changes taking place in the MSP the managed service provider part of the marketplace made possible by software to find when SD Wang technologies and to do that we've got Alastair Johnson as a principal architect at nuage Networks here with us on the cube today Alastair welcome to the cube Thank You Peter it's great to be here so let's start corporate update nuage Networks what's going on well we've had a pretty good year so far a number of customers that we'll be announcing over the next few months that we've established this year in addition to the the major wins that I'm sure most of the markets familiar with over the last few years we're really seeing that in the managed services space that Sdn is gaining a lot of traction we're finding that particularly outside of North America but with increasing North American interest that enterprises are looking towards a managed SD wine service as opposed to doing it themselves going down the path of having a carrier come in and provide them with both connectivity and the service layer or looking at taking the service layer from a managed services provider and sourcing the connectivity themselves so this is an area that's especially fruitful and open for some significant innovation and innovation that's going to have enormous impact in how the market pays so let me let me run something by you so here's the observation I've made over the years that servers Moore's law meant that there was this kind of smooth growth and performance and even in software it would kind of followed Moore's law but network because of its because of the degree of interplay and natural integration amongst the components there was always this kind of weird step function where every four or five years the big telecommunications companies our managed service providers would make major investments in their networks and you got this very rough course odd step function and that sometimes scared some of these companies away from participating in all the innovation of the cloud have I got that right absolutely I mean the tradition of having both your service layer and your transport layer being coupled you know an IP Network is offering both the IP transport but also the services like MPLS VPNs or layer 2 VPNs has meant that you know the tech lifecycle became relatively long the process to qualify deploy managed and then eventually automate services and the delivery of those services took a long time Sdn has presented a really interesting opportunity for the carrier's as long along with the broader audience in the industry to really leverage software and the frequency of updates the software can give you without needing to make those hardware changes at the same time so you can still do the hardware changes but you get a smoother upward innovation curve absolutely so the underlying transport platforms the routers the DWDM systems etc those can be changed as needed to buy capacity demands or vendor changes or new technology that comes out in those spaces but we can use Sdn or in this case st wan to smooth out the service offering on the top and as it becomes a software delivered function we can upgrade that much faster and we can roll it out much more like we update our you know cell phones our tablets etc and introduce new functionality into the service layer much faster than we were able to do in the past where we had a very much a hardware coupled service offering now I made a comment that in many respects some of the big telecommunications companies some of the beginner Spees have not participated in this explosive innovation that's associated with the cloud and part of the reason is because when you think about cloud someone can say I can think of a new service and then they can create it and deploy because it's largely in software whereas a lot of the telecommunications MSP type companies go I get to give a new service but then they look around and they say oh the hardware's not ready and I don't wait for the hardware to be ready how does this notion of SD win and this software to find service layers start to alter the way that some of these big companies think about their underlying infrastructure cost structures how they think about automation how they go about competing for new services well well it's it becomes a very big competitive differentiator because you know I can be a carrier and I can offer new services much faster a we touched on I'm getting a benefit of automation very quickly because Sdn was heavily around automating the configuration in the service elements and I can become a lot more cost-effective with that you know customers are looking for more self control more self management information Diagnostics tooling etc but without the overheads of running very large IT and network specialized personnel so the carrier's get that advantage the enterprise's get that advantage everyone is getting you know effectively a much more modern service experience we saw that with the cloud I guess revolution if you want to put it that way that you know I no longer needed to order a server put it in a rack deploy an operating system put my application on it take six months that changed with the cloud everyone understands that the network layer did not change it's fast and that's where we saw Sdn and the data centers come along to address that problem that's what we're solving with sd1 as well so when we think about the relationship between big cloud players and some of these nm msps it is that we've got the big cloud pairs that are virtualizing everything the msps are still kind of physically stuck but still have the vast majority of those last miles that are so crucial to having that end and productivity and compatibility absolutely does that start to change as we start to think about new wireless technologies how does SD LAN improve the MS Pease ability to both bring new automation and bri new but also introduced some of these new technologies that will bring make it easier to think cloud last-mile in the same breath well it's an interesting point I mean you could look at an MSP that has no lost mile infrastructure at all.they or maybe reselling a carriers infrastructure or procuring a full their enterprise customers now they have the ability to actually manage the service layer and they could be using carrier a today to reach the customers location but they strike a new deal tomorrow with carry a B and they can swap that customer over effectively changing the engines on the airplane in flight the customer experience doesn't change for the enterprise they're still getting the same Sdn service but maybe they swapped from DSL to cable as a transport or they've added an MPLS service to a new site as well for greater reliability so this allows the msps and the carriers to you know get services out to the customers faster decoupling it from whatever the last mile technology may be and this where there's opportunities for wireless you know we're seeing a lot of interest from enterprises to augment with LTE and in the future 5g as a backup connectivity to their sites particularly in retail I mean I'm sure in Silicon Valley you've seen everyone here is swiping your card on a tablet well you know you don't want that tablet to be offline it needs connectivity or they're not making money so making sure you have reliable connectivity with the same experience is a big deal for these enterprises and and they're msps but it's not becomes part of a coherent solution as opposed to I'm gonna do my cloud thing and I'm gonna do my MSP thing absolutely and so that's another area where we're seeing a lot of interest I mean even if I look at what our internal IT is doing which is you know we need to make sure that the cloud is part of our LAN and we need to make sure that we can you know drop an application in our private data center but have resources in our public infrastructure also using that and the experience for me sitting at my desk down the street from here is the same regardless of where that application is being accessed from all right the last thing I want to talk to you about Alastair is this this notion I have I'm going to test something by you and see if I if I got it right and if I can if I'm anticipating some of the changes over in C so a lot of people presume that the cloud was a one-way ticket to something centralized and big and that had an enormous impact on how people think about the cloud we actually think about the cloud as a strategy in the technology for more easily and coherently distributing data and distributing function to where it needs to be on location basis and in certain respects I can look at the cloud kind of as a network programming model where the some of those hybrid cloud services are they're being introduced by some of the big cloud players now are really almost a layer 7 they're providing some structure to the developer about how to think about building hybrid distributed applications now I want to test that does that resonate with you from a networking standpoint absolutely and again that's something we see a lot of interest in a reasonable amount of demand as enterprises and their internal developers are getting their heads around that concept that the application can live anywhere whether it be on premises at the branch data center or in the cloud and that cloud as you point out can be rightly geographically distributed and being able to be the network glue that binds all of those locations together allows the developer and the IT organization supporting that developer to have you know if the effect of a single fabric regardless of where the application or the user is seamlessly connecting them and so it also suggestions there's nothing on a test with you that that that we are it makes it possible to imagine greater specialization in what those distributed services look like especially from a networking perspective which means that if MSPs and big teller codes do successfully incorporate some of these technologies improve their automate ability their ability to think about the service and then deliver the service very rapidly then we could see them actually being able to pick up a sizeable piece of this cloud business because they can introduce services that are specialized with a network strong network affinity that have that build on that heritage of distribution of function absolutely and you see that today you know the carriers are already providing a valuable service connecting the enterprises to the cloud but that goes beyond in you know an SDN 2.0 model I need to move certain applications to the branch there's some things that always need to live there and as an IT manager I need to manage that networking effectively but I have applications that I want to have that are running you know in a very public cloud you know SAS applications etc and I want to give my users the most efficient path to them but I also have my private applications that it may be running in a public environment but I want to carry that as if it was part of my internal corporate one and being able to get that the from an enterprise you know services perspective from an MSP from a carrier that can bundle all of this together that's a huge advantage and a time-saving for me yeah the one other thing I'd say is that we're actually talking some very large enterprises right now that are discovering that their customers there their customers are demanding very concrete strict and well-documented notions of the capabilities that they provide and this idea of SD wine is making it easier for them to sell services in to companies that want that digital interface that highly competent working digital interface absolutely so it's what last thing is we think about where this is going is there any technology on the horizon that you think Sdn is going to make easier to deploy or that's gonna make SD went that much more important oh that's an interesting question and I think as you know the ongoing digital transformation of business happens you know we're connectivity is more important than ever making sure it's reliable and available and that the user experience regardless of what type of site I'm visiting as a you know an enterprise employee making sure that you know my telephony works that my can access my documents that my R&D teams can span the globe that is a key requirement of today's enterprise at Nokia that's how we need to work internally and that's how we do work I travel around the world visit our offices my experience is seamless in the same and that I think is where Sdn is bringing a huge amount of automation value security in many cases and tell you some great anecdotes that we found in the Sdn world there and just the management and control layer well let's save another cube conversation to talk about those security antidotes well but this is Peterborough's we've been talking to Alastair Johnson who's a principal architect at nuage networks about the potential for SD when to increase the relevance of MSPs telecom providers in a marketplace that is being dominated by the cloud experience and how greater automation leads to improve service opportunities for a lot of customers and a lot of cloud related service providers Alastair thanks very much for being on the cube thanks Peter and once again on Peter Burris and you've been watching another cube conversation until next time [Music] you
SUMMARY :
sure that we can you know drop an
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David Johnson, Latium
>> From the Hard Rock Hotel in Las Vegas, It's theCUBE, covering HoshoCon 2018. Brought to you by Hosho. >> Okay, welcome back everyone. We're here live in Las Vegas for theCUBE's exclusive coverage of HoshoCon. This is the first inaugural event of its kind. It's the first security blockchain conference, where all the top minds in the security blockchain decentralized world come together to try to work on, solve, and enhance the security profile of how the world's running. As we know blockchains run the infrastructure, and we need security. I'm John Furrier, co-host of theCUBE. I'm here with David Johnson, the CEO of Latium. Welcome to theCUBE thanks for joining me. >> Thanks for having me John. >> So, you're one of the brain trusts in the industry here at this event, trying to solve the security problems. Let's get into it, but first take a minute to explain what you guys do. What does your company do? What's your purpose to exist? Why are you in business? >> Well our main goal is trying to help get the message of crypto out and increase adoption in the space. We do a lot of things, we're a multifunctional platform. We're trying to make it easy by putting everything in one place. We believe that there's a lot of complexity, there's a lot of technical knowledge required. I mean, I've been in technology for 30 years, and it's really complex to use crypto. And we just think everyday people probably will not learn that. It's like they don't know why their car moves when they press the gas pedal, but they know that it does, and we're trying to solve that for crypto. >> It's like a car, imagine having to open the hood up, throw a switch, put the screwdriver on this, get a charge, go back in, run in, I mean just turn the key, come on. >> It's asking a bit much, at least that's our philosophy. >> Okay, so when you say moving a lot of complexity into the platform, are you talking about custody, are you talking about tech stack? What specifically are you guys doing? Is it technology stack, is it a framework, is it software, is it? >> It's a platform, it's a platform as far, it is a community where they can come in. It's a multicurrency wallet, it's an exchange. They can work for crypto, they can hire for crypto. So, again we're taking it from the client side, anything they would want to do with crypto, we'll try to put that in one place. >> So, you're trying to build a multipurpose platform where someone can run turn key. >> Exactly. >> A full end to end life cycle of crypto. >> That's correct. >> And why would they do that, build an app, marketplaces, is it business model driven? So what's your target customer looking to do? Are they developers, are they big businesses? >> Well, our target market is the everyday person who wants access to crypto, they're hearing about crypto, but they don't know how to participate. So, it starts off easy for them. They can come into the platform and they can perform a task on our platform, and now they're immediately a crypto holder, right? So, we just want to expose that space and make that access point as easy as possible. >> That's where they get people into crypto, is give the crypto away. >> And that's kind of what we're doing, we're giving them crypto for their production. >> All right, so give me an example. We're into crypto, we're doing a little CUBE crypto. How do we get involved? What do we do, how do we use you? >> Well one way you could use it, is you could use us if you were trying to, say promote something. That would be one way to do it. You want the community to get behind something? You want feedback. Say you have a website and you want feedback. You need Beta testers, right? You could list a task on our platform, our community base would see that listing, they could decide, I want to perform this task, and be paid in crypto. >> So you guys are looking at the, the Upwork-like crypto model. >> Similar, similar. >> So WorkCoin is another, is they competitive to you guys? >> I don't really feel like anybody in the space is a true competitor. There's crossover in some functionality, but because we're approaching the whole solution, as a wallet, an exchange, and a tasking platform, I don't really see anybody as direct competition. >> That's good, I like the platform approach. So having platforms that are open versus closed is what people are concerned about these days. How are you handling the open versus closed question? You guys let people own their own data. How is that working on the platform? >> Well, as it stands right now, we're a hybrid between blockchain and centralization and the reason for that is for scalability purposes. Blockchain tech is just not there. I know we all want it to be there. >> That's true, that's fair. >> But if we're honest, we're not there. So we're trying to build an enterprise application and we know that if that's 100% pure blockchain right now that you're going to run into scale issues. >> And for liability, many issues, we all know that. >> Yes, and data ownership is definitely a sensitive topic. As far as our approach on that, we're pretty open on what we're storing. Our biggest data point is really a TrustScore and you have full control over that by how you participate within the system. You know, good actors get the benefits of being a good actor and there's consequences if you're a bad actor in the system. And the way that we do that is, we have a verification system that's using biometric data, off of your face, and we're creating a unique digital profile tied back to the user. So unlike other platforms where they could just make a new account, become a bad actor, you can't do that on our system. So that's one space that's very unique. >> I think crypto's got a lot of opportunities to manage bad actors, if you can make the incentive costly, that's an interesting dynamic. Is that kind of what you guys are thinking too? Bad actors, always the problem is in web it's easy to be anonymous. >> That's it. >> You start a bot and get killed, you create a new one, respawn. >> I always say that the internet gave us this amazing platform for communication and networking and opened up a whole new world, but it removed trust, totally removed trust. There is no concept of trust. >> Yeah, reputation and trust. Reputation and trust are scattered. >> It's a big issue. >> A lot of people in crypto are struggling with two things. I want to get your thoughts and reaction to. One is community. >> Yes >> And the other is marketplaces. You're a classic marketplace. If you're doing tasks, gig economy, >> Yes. >> We know what that means, you share, you're open you're publishing. >> Sure. >> It's open, so check on the marketplace. Community is another one, how do you build a community? >> Sure. >> People raise these big ICOs and they say, hey I need a community. >> Yes. >> You can't buy a community. >> No, no you have to have something people want. And so that's the question, I mean in any business model you got to define what it is that you're building that someone wants. If you can't define that, then you don't have a business. >> All right so here's a pressure question for you. What's the hallway conversations like that you're overhearing and also you're participating in here at HoshoCon? A lot of smart people, I've overheard a bunch of conversations I just want to bust in and listen. >> Yeah >> I feel rude, but I'm just leaning in. Interesting people here, great dynamics. What are some of the hallway conversations that you're overhearing, and some that you're participating in? >> Well I think there's a lot of focus on the security levels of the contracts. There's been quite a few hacks just in the last couple days so that's been a buzz, and I think it's kind of interesting that we're at a security conference and then we have hacks going on. So there's been a lot of buzz around that. >> 'Cause people have been traveling on a plane, they attack when all the security guys are traveling. (laughing) >> Absolutely. >> Social engineering at it's best. >> Yeah, that might be the case, yeah. >> All right anything else, sessions you've been to? >> As far as the sessions go, I mean I think that Max put on a great session today. He's always an eloquent speaker. And so that was a great speech as far as I was concerned. You know, I think that it's nice to see that we're moving in the direction of acknowledging that security is a big deal in the space and I think it's great that Hosho's bringing that out. >> What's the biggest surprise this week for you here? >> I would say that the biggest surprise for me is just how well organized the event is. You know, I've been to quite a few events and the Hosho team has done a great job organizing this event. >> Yeah, and it's not too crowded either. It's the right mix of people. Of course, you know, they're video taping all the sessions so just lettin' everyone know, we'll put those videos up in theCUBE cloud and make them searchable for HoshoCon. So we're going to help get those videos out as well. Cool, so what's new at the business? How's things going? Give us the update, funding status? Employees? >> Things are going really well, we've actually seen exponential growth this month. We're registering between a 1,000, 3,000 registrations a day now. We've got about 22,000 verified members in our system and when I say verified, it again means that they've actually gone through a verification process so they can't duplicate accounts. >> And they've got a wallet, they're downloading. >> Exactly. >> They've got the wallet. >> Exactly, it's all in one. You register, you get multicurrency wallet off the bat. So we've seen a lot of growth and a lot of attention so far in this month. >> And which blockchain are you using? >> Again, we're a multicurrency, so we're tied-- >> You don't care. >> Well, our token is a ERC-20, but as far as how we deal with other blockchains, right now we have Bitcoin integration, Tether integration, Ethereum integration, and we're going to be adding ERC-20s. >> So you're using the ERC-20 mainly for smart contract on the transaction? >> Yeah, we're using the ERC-20 for our own tokens, yes. >> Okay got it, and the tokens for the gigs, the work, utility tokens? >> Yes, that's our token. >> That's your token, okay got it. >> That's correct, so they're getting, but they can take that immediately and they can change it out for Bitcoin if they like or they can hold our token. >> That's the exchange piece. >> Correct, it's all there. >> So multipurpose, yeah that's interesting. Great, well hey congratulations, David Johnson, he's the CEO of Latium, check him out. End to end exchange, getting work done, tasks. We certainly could use some UI on our project so can we put that in there? >> There you go, there you go. (laughing) >> Get some business down here, theCUBE, bringing you live coverage here at HoshoCon. Stay with us, we've got two days of wall to wall coverage. We'll be back with more after this short break. (techno music)
SUMMARY :
Brought to you by Hosho. It's the first security blockchain conference, but first take a minute to explain what you guys do. and increase adoption in the space. It's like a car, imagine having to open the hood up, So, again we're taking it from the client side, So, you're trying to build a multipurpose platform Well, our target market is the everyday person is give the crypto away. And that's kind of what we're doing, We're into crypto, we're doing a little CUBE crypto. Well one way you could use it, is you could use us So you guys are looking at the, in the space is a true competitor. That's good, I like the platform approach. and the reason for that is for scalability purposes. and we know that if that's 100% pure blockchain And the way that we do that is, Is that kind of what you guys are thinking too? you create a new one, respawn. I always say that the internet gave us Reputation and trust are scattered. I want to get your thoughts and reaction to. And the other is marketplaces. you share, you're open you're publishing. It's open, so check on the marketplace. People raise these big ICOs and they say, And so that's the question, I mean in any business model What's the hallway conversations What are some of the hallway conversations that and then we have hacks going on. they attack when all the security guys are traveling. of acknowledging that security is a big deal in the space You know, I've been to quite a few events and the Hosho team It's the right mix of people. and when I say verified, it again means and a lot of attention so far in this month. but as far as how we deal with other blockchains, and they can change it out for Bitcoin if they like he's the CEO of Latium, check him out. There you go, there you go. bringing you live coverage here at HoshoCon.
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Kurt Kuckein, DDN Storage, and Darrin Johnson, NVIDIA | CUBEConversation, Sept 2018
[Music] [Applause] I'll Buena Burris and welcome to another cube conversation from our fantastic studios in beautiful palo alto california today we're going to be talking about what infrastructure can do to accelerate AI and specifically we're gonna use a relationship a burgeoning relationship between PDN and nvidia to describe what we can do to accelerate AI workloads by using higher performance smarter and more focused of infrastructure for computing now to have this conversation we've got two great guests here we've got Kurt ku kind who is the senior director of marketing at ddn and also Darren Johnson is a global director of technical marketing for enterprise and NVIDIA Kurt Gerron welcome to the cube thanks for thank you very much so let's get going on this because this is a very very important topic and I think it all starts with this notion of that there is a relationship that you guys have put forward Kurt once you describe it sure well so what we're announcing today is ddn's a3i architecture powered by Nvidia so it is a full rack level solution a reference architecture that's been fully integrated and fully tested to deliver an AI infrastructure very simply very completely so if we think about how this is gonna or why this is important AI workloads clearly have a special stress on underlying technology Darin talk to us a little bit about the nature of these workloads and why in particular things like GPUs and other technologies are so important to make them go fast absolutely and as you probably know AI is all about the data whether you're doing medical imaging whether you're doing natural language processing whatever it is it's all driven by the data the more data that you have the better results that you get but to drive that data into the GPUs you need great IO and that's why we're here today to talk about ddn and the partnership of how to bring that I owe to the GPUs on our dgx platforms so if we think about what you described a lot of small files off and randomly just riveted with nonetheless very high-profile jobs that just can't stop midstream and start over absolutely and if you think about the history of high-performance computing which is very similar to a I really I owe is just that lots of files you have to get it they're low latency high throughput and that's why ddn's probably nearly twenty years of experience working in that exact same domain is perfect because you get the parallel file system which gives you that throughput gives you that low latency just helps drive the GPU so we you'd mention HPC from 20 years of experience now it used to be that HPC you'd have scientists with a bunch of graduate students setting up some of these big honkin machines but now we're moving into the commercial domain you don't have graduate students running around you don't have very low cost high quality people you're you know a lot of administrators who nonetheless good people but a lot to learn so how does this relationship actually start making or bringing AI within reach of the commercial world exactly where this reference architecture comes in right so a customer doesn't need to start from scratch they have a design now that allows them to quickly implement AI it's something that's really easily deployable we've fully integrated this solution ddn has made changes to our parallel file system appliance to integrate directly within the DG x1 environment makes that even easier to deploy from there and extract the maximum performance out of this without having to run around and tune a bunch of knobs change a bunch of settings it's really gonna work out of the box and the you know nvidia has done more than just the DG x1 it's more than hardware you've done a lot of optimization of different of AI toolkits if Sarah I'm talking what about that Darin yeah so I mean talking about the example I use researchers in the past with HPC what we have today are data scientists data scientists understand pie tours they understand tensorflow they understand the frameworks they don't want to understand the underlying filesystem networking RDMA InfiniBand any of that they just want to be able to come in run their tensorflow get the data get the results and just turn that keep turning that whether it's a single GPU or 90 Jex's or as many dejection as you want so this solution helps bring that to customers much easier so those data scientists don't have to be system administrators so a reference architecture that makes things easier but that's more than just for some of these commercial things it's also the overall ecosystem new application providers application developers how is this going to impact the aggregate ecosystem it's growing up around the need to do AI related outcomes well I think one point that Darrin was getting to you there and one of the big effects is also as these ecosystems reach a point where they're going to need to scale right there's somewhere where ddn has tons of experience right so many customers are starting off with smaller data sets they still need the performance a parallel file system in that case is going to deliver that performance but then also as they grow right going from one GPU to 90 G X's is going to be an incredible amount of both performance scalability that they're going to need from their i/o as well as probably capacity scalability and that's another thing that we've made easy with a3i is being able to scale that environment seamlessly within a single namespace so that people don't have to deal with a lot of again tuning and turning of knobs to make this stuff work really well and drive those outcomes that they need as they're successful right so in the end it is the application that's most important to both of us right it's it's not the infrastructure it's making the discoveries faster it's processing information out in the field faster it's doing analysis of the MRI faster it's you know helping the doctors helping the anybody who's using this to really make faster decisions better decisions exactly and just to add to that I mean in automotive industry you have datasets that are from 50 to 500 petabytes and you need access to all that data all the time because you're constantly training and Retraining to create better models to create better autonomous vehicles and you need you need the performance to do that ddn helps bring that to bear and with this reference architecture simplifies it so you get the value add of nvidia gpus plus its ecosystem of software plus DD on its match made in heaven Darren Johnson Nvidia Curt Koo Kien ddn thanks very much for being on the cube thank you very much and I'm Peter burrs and once again I'd like to thank you for watching this cube conversation until next time [Music]
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9_20_18 with Peter, Kuckein & Johnson DDN
>> What up universe? Welcome to our theCUBE conversation from our fantastic studios in beautiful Palo Alto, California. Today we're going to be talking about what infrastructure can do to accelerate AI. And specifically we're going to use a relationship, a burgeoning relationship between DDN and NVIDIA to describe what we can do to accelerate AI workloads by using higher performance, smarter, and more focused infrastructure for computing. Now to have this conversation, we've got two great guests, here. We've got Kurt Kuckein, who's the senior director of marketing at DDN. And also Darren Johnson, who's the global director of technical marketing for Enterprise and NVIDIA. Kurt, Darren, welcome to theCUBE. >> Thanks For having us. >> Thank you very much. >> So let's get going on this because this is a very, very important topic. And I think it all starts with this notion of that there is a relationship that you guys put forth. Kurt, why don't you describe it. >> So what we're announcing today is the ends A3I architecture, powered by NVIDIA. So it is a full, rack-level solution, a reference to architecture that's been fully integrated and fully tested to deliver an AI infrastructure very simply very completely. >> So if we think about how this or why this is important, AI workloads clearly have a special stress on underlying technology. Darren, talk to us a little bit about the nature of these workloads, and why in particular, things like GPU's and other technologies are so important to make them go fast. >> Absolutely. And as you probably know AI is all about the data. Whether you're doing medical imaging, or whether your doing actual language processing, whatever it is, it's all driven by the data. The more data that you have, the better results that you get. But to drive that data into the GPU's, you need great IO. And that's why we're here today, to talk about DDN and the partnership and how to bring that IO to the GPU's on our DJX platforms. >> So if we think about what you describe, a lot of small files, often randomly distributed, with nonetheless very high profile jobs that just can't stop this dream and start over. >> Absolutely. And if you think about the history of high-performance computing, which is very similar to AI, really IO is just that, lots of files, you have to get it there, low latency, high throughput and that's why DDN's probably nearly 20 years of experience working in that exact same domain is perfect. Because you get the parallel file system which gives you that throughput, gives you that low latency, just helps drive the GPU. >> So you mentioned HPC from twenty years of experience, now, it used to be that HPC you'd have some scientists with a bunch of graduate students, setting up some of these big, honking machines. But now we're moving with commercial domain. You don't have graduate students running around. You don't have very low cost, high quality people here. So, you know, there's a lot of administrators who nonetheless good people, but want to learn. So, how does this relationship actually start making or bringing AI within reach of the commercial world? Kurt, why don't- >> That's exactly where this reference architecture comes in right. So a customer doesn't need to start from scratch. They have a design now that allows them to quickly implement AI, It's something that's really easily deployable. We've fully integrated this solution. DDN has made changes to our parallel file system appliance to integrate directly within the DGX-1 environment. That makes that even easier to deploy from there. And extract the maximum performance out of this without having to run around and tune a bunch of knobs, change a bunch of settings, it's really going to work out of the box. >> And you know it's really done more than just the DGX-1, it's more than hardware. You've done a lot of optimization of different AI toolkits, et cetera et cetera. Talk a little about that Darren. >> Yeah so, I mean, talking about the example used, researchers in the past with HPC, what we have today are data scientists. Data scientists understand pi charts, they understand tenser flow, they understand the frameworks. They don't want to understand the underlying file system, networking, RDMA, InfiniBand, any of that. They just want to be able to come in, run their tenser flow, get the data, get the results. And just churn that, keep churning that, whether it's a single GPU or 90 DJX's or as many DJX's as you want. So this solution helps bring that to customers much easier so those data scientists don't have to be system administrators. >> So, reference architecture that makes things easier. But it's more than just for some of these commercial things. It's also the overall ecosystem, you have application providers, application developers. How is this going to impact the average ecosystem that's growing up around the need to do AI related outcomes? >> Well, I think the one point that Darren was getting to there, and one of the big impacts is also as these ecosystems reach a point where they're going to need a scale. There's somewhere where DDN has tons of experience. So many customers are starting off with smaller data sets, they still need the performance, the parallel file system in that case is going to deliver that performance. But then also, as they grow, going from one GPU to 90 DJX's is going to be an incredible amount of both performance scalability that they're going to need from their IO, as well as probably capacity, scalability. And that's another thing that we've made easy with A3I, is being able to scale that environment seamlessly, within a single name space so that people don't have to deal with a lot of, again, tuning and turning of knobs to make this stuff work really well and drive those outcomes that they need as their successful. In the end, it is the application that's most important to both of us. It's not the end of a structure, it's making the discoveries faster, it's processing the information out in the field faster, it's doing analysis of the MRI faster, and helping the doctor, helping anybody who's using this to really make faster decisions, better decisions. >> Exactly. And just to add to that, in automotive industry, you have data sets that are from 50 to 500 petabytes, and you need access to all that data, all the time, because you're constantly training and retraining to create better models, to create better autonomous vehicles. And you need the performance to do that. DDN helps bring that to bear, and with this reference architecture, simplifies it. So you get the value add of InfiniData GPU's plus its ecosystem is software plus DDN is a match made in Heaven. >> Darren Johnson, NVIDIA, Kurt Kuckein, DDN. Thanks very much for being on theCube. >> Thank you very much. >> Glad I could be here. >> And I'm Peter Burns, and once again I'd like to thank you for watching this Cube Conversation. Until next time.
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and NVIDIA to describe what we can do of that there is a relationship that you guys put forth. a reference to architecture that's been Darren, talk to us a little bit about the nature But to drive that data into the GPU's, you need great IO. So if we think about what you describe, lots of files, you have to get it there, low latency, So you mentioned HPC from twenty years of experience, change a bunch of settings, it's really going to work And you know it's really done more than just the DGX-1, that to customers much easier so those data scientists How is this going to impact the average ecosystem in that case is going to deliver that performance. that are from 50 to 500 petabytes, and you need access Thanks very much for being on theCube. And I'm Peter Burns, and once again I'd like to thank you
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Rod Johnson, Infor | Inforum DC 2018
>> Live from Washington DC, it's theCUBE. Covering Inforum DC 2018. Brought to you by Infor. >> Well good afternoon, and welcome back here on theCUBE as we continue our coverage here at Inforum 2018, live from Washington, DC. We're in the Washington Convention Center centrally located, I got to tell ya. The White house less than a mile that way, Capital Hill's just right up the street as well. We're kind of caught in the middle. Bad spot to be these days! (laughing) >> I hope you're not setting the tone for this. >> We'll leave that alone. >> I like being in the middle, personally. (laughing) I'll take it from both sides. >> When you sit in the middle of the road, there's a six inch yellow line, you get it equally hard from both sides. >> Bring it on! >> So, lets stay away from that. Dave Vellante, John Walls and Rod Johnson, who is the EVP of Manufacturing and Supply Chain, and the GT Nexus Business Unit at Infor. Rod, good to see you Sir! >> Great to be here, thanks guys. >> You're okay with being in the middle? >> Yeah, sure! Yeah, of course. >> Independent thought, right? I love it. >> Middle of the road. It's the place to be. >> So you're the new kid on the block, right? >> One of them, yeah. >> You've been here, just at Infor for a few months now, assuming the EVP role. How's it been for you so far? >> Hey, it's been a breath of fresh air. I was 11 years with one of our competitors, the Oracle Corporation. Its quite a breath of fresh air. Go with a company that's agile, innovative, much more customer centric. I think the timing is perfect for a company like Infor, that's really grown up in these key industries and working with customers for over decades. Now its made this transition to the Cloud, and now I think all the markets are waking up. It's not just CRM or HR, they're looking at: How do I take advantage of all this innovation, the Cloud's the platform, and who's the companies that really understand our type of business, whether you're a distribution company, or a food company, or an A&D Company. So it's a great time to be here, there's a lot of good energy, a lot of good innovation. A lot of good buzz from the customers about what we're doing. >> Necessity is the mother of invention, as the saying goes. I mean, you're right. The model of just having an install base that you can have locked in and just keep milking is very hard to do these days. Unless, you know, some of the private equity guys have done it, that's clearly not the case here at Infor. You know, Oracle is successful at it. I think it's because they do spend a lot of money on R&D, but boy oh boy! That model, you can't just go and reinvent that. >> Right. >> You're going to fail. >> Right. >> And if you're trying to hold on to that model, maybe they're the exception that proves the rule, but you're going to be toast. You know, in the long run. So you see what Amazon's doing, you see what Microsoft; how Microsoft completely pivoted away from that model. >> Right, Right. >> And Infor's riding that wave. >> Right, right. Hey, this is a business model. Fundamental business model change. You know, we can talk a lot about the technology, but transitioning from a product company that sells a license that sits on a maintenance base is a model that's no longer viable for what customers expect. They want a service provider that's delivering continuous innovation in service, and that's a big change. That's a big change to how we engage with our customers, how we support them, the service levels we're committing to. So, I lived through a bunch of that stuff at Oracle, transitioning to the cloud had a role for the last six years; doing that both from a sales and a global strategy role. Here, we're trying to do it better, faster, and never lose sight of the customer. >> So, you've serviced the manufacturing sector. >> Yeah, yeah. >> It's still a lot of Infor's business that install base and that maintenance. You're in the process of transitioning those customers. >> Yeah. >> So, that takes a lot of care, a lot of feeding, cause anytime there's a transition everybody wants a piece of that action. So how's that going, what's the conversation like, and why should they stay with Infor? >> The conversation is, One: We really believe in a pragmatic business-led path to the Cloud. There's not going to be any forced march, no technology agenda that's going to drive us. It's got to be driven by value. We've got to present a business case to them that makes sense. That makes them more productive, now allows them to better engage with their customers, delivers innovation to their supply chain. So that's what we're spending a lot of time talking about. What's the case for change? What's the business case for change? I mean, all of the stuff about operating the Cloud, the service levels, potential total co-services, great! But, at the end of the day we deal with pretty, we're dealing with manufacturers. They're pretty down to earth. They know that they make their money building stuff, and shipping stuff and servicing that product. So we got to be engaged at that level, to show them how we help them do that better. I think the excitement is growing. That they recognize that there is real net new business value, new innovation that could really help their business. >> So lets talk about that. Forced march is a powerful phrase and you certainly see that in the industry. Thinking about supply chain, and the opportunities to drive even more efficiencies out of the supply chain, maybe through automation, we've heard a lot about RPA. >> Yeah. >> Maybe even bring back some of that offshore manufacturing. >> Right. >> That's certainly a conversation >> Right. >> that's going on in your world, so talk about that a little bit. >> Yeah, so one of our diamonds in the Infor portfolio is a product called GT Nexus. Which is, its been around for about 20 years. We have 65,000 companies around the world who are operating on a common network based platform that provides supply chain visibilities, supplies supply chain financial processing. Connects brands to their manufacturers to provide all the visibility and control and that. So, that's a powerful capability because you're right, it's an incredibly dynamic time. With the change of trade wars, weather events that are ever increasing. The supply chain's a very hard thing to manage. So if the asset is we've got a platform that enables companies to connect much deeper in their supply chain then use that information to make far better decisions on how they get their products to their customer at the right cost. So, and I see, you know the supply chain market, I always think of this transition to Cloud in waves. You know, we had the first wave breaking was the sales. Then the HR, the finance function. Operations in supply chains is the one that's cresting on the horizon. And you know, keep that going, we've got our surfboards in the water, we've got great capability. And we're really, really excited about what we can do for our clients! >> You got to ride the waves or you'll become driftwood >> How big is that wave? >> Well, hey that's the biggest market, right? I mean, you look at the size of the Enterprise software spend. Core ERP supply chain industry functionality is the big piece. It's probably two. It's probably by an HR, CRM, financials together, and it's not even as big as sort of the industry supply chain, manufacturing, procurement market core ERP market. So, its big! Its a big opportunity, but it requires a much more sophisticated response because you talk to our customers they're like hey, we operate our plants 365 days a year, three shifts sometimes in peak seasons. We can't afford an environment that isn't mission critical, that doesn't step up to service levels. So, you know, we're working really hard to address the mission critical system challenge, not just the benefits and payroll. >> So, there's certainly an opportunity with AI, with machine learning, certainly more analytics, bringing that to the manufacturing world. >> Oh yeah. >> So that's clearly fundamental to your strategies. >> Yeah. >> Is that, in your view, the tipping point to get really this whole market moving? >> I think. I mean I would agree with you. Its sort of an accumulation of digital capabilities. Certainly, mobility's sort of proved that its important, but its a little bit of a nice-to-have. Some of the innovations around user experiences, is really important but nice-to-have. I think that is the game changer. When you can use data as a weapon, a competitive weapon that you can make decisions faster, and how you discount your product or how you identify shortage faster than someone else. That's where, there's real money that comes out of that. >> What about Block Chain? We hear a lot about Block Chain in the supply chain and cutting out the middle man. We haven't heard much here about it, its not something. We're going to ask Charles. Somebody said to me, Once Charles gets on it, boom the company is behind it. >> Yeah. >> But, how real is that in manufacturing and supply chain specifically? Is it just way too early? Do you think there's potential there? Have you looked at it? >> Obviously we've looked at it, we've worked on with customers on prototypes. There's a couple areas, you know, there's a lot of hype as you guys know. You talked to a lot of us, a lot of hype in that space. It's certainly unproven in a lot of areas. But we think in the area of supply chain financing, Block Chain has a very, very powerful, you know, where you have multi parties, you've got suppliers and logistics companies and banks all who need a piece of information. We need distributed capabilities around that. We think there's a big potential in some of that area. We're talking. We're working with some of the banks on that. We think in the area of getting deeper into the supply chain around sustainability, to the ethical and traceability of the Supply Chain. You know, where you're goin down. Yeah we got customers in the pero business that are going down to the farms. They want to know exactly the lineage of all of their stuff that's going into their product that's ending up in a consumer. That's potentially a more efficient mechanism, to have all these different entities collaborating on a distributed model. So, I mean; and especially if we talk about the GT Nexus Network. There's natural extensions to it. That it already is a common platform that is serving a wide variety of companies, logistics companies, and manufacturers. So there's a lot of natural exit points from that, sort of, that integrated network to support a couple of these more extended processes that are a little bit more distributed. >> Yes, the smart contracts maybe fits there, and you talked about distributed a couple of times. What about IOT? The pendulum seems to be swinging now. Obviously Cloud is hot. Its got a re-centralization. But IOT's a whole new world. You get a lot of IT companies kind of pushing the IT model top down into operations technology and we don't think that's the way it's going to work. That the OT guys are actually going to drive the standards and the trends. What are you seeing? >> Well I think yeah hey, the people that have the, that make the equipment, you know, make the pipelines. Hey, obviously they got a big stake in this. You know, they understand how their kipid works, they know how to attach the sensors. They know how to translate things that are going on in the machines into data. We're going to be, and we're going to be taking that data, and how do you connect it to a business process. That's something that they don't understand. They don't understand how a heat event could translate, could connect to a maintenance process and how do you deploy a technician with the right part to go in there so they can offer some proactive service? So I think there's going to be a very tight partnership, where people coming from the equipment up, or the asset up, connect with the people that understand process analytics and sort of execution. >> Yeah. You talked about sustainability there just a moment ago, so obviously companies, their focus is changing in that regard. Right? People are paying more attention, a lot of that is being customer driven. >> Right >> At the same time too, in terms of distribution, in terms of manufacturing, customer expectations are changing too. Right? >> Right. >> We expect things on a much different time table. >> Absolutely. >> So how are you helping your clients recognize all those things? Like you're thinking about tomorrow today, and trying to get them to address that in terms of their technology plays down the road to meet these really fast changing demands. >> Yeah, I mean one of our really dominant industries is distribution. You know, probably three out of five distribution companies around the world run our software. So distribution is a space, typically between the manufacturing world and the consumer or the retail world is under tremendous pressure. While Amazon is inching into distribution centric industry so there's a lot of pressure from that, but there's also rising expectations that you have to do instantaneous fulfillment. That you have to provide complete visibility into where my order is, when am I going to get it, because I don't want to carry this supply. You got to carry it. So we're seeing a big rejuvenation of that industry, a little because of the pressures driving them to rethink e-commerce, to rethink the types of services they're providing to their companies. That even in some cases they're sneaking into retail, and having that type of experience because they need to compete in different ways. And I think that's always, the industry change is good for companies like us that have a lot of experience in the industry cause we can help them! Ya know, and they need a catalyst, right? They need a catalyst to go out and change and rethink how they operate, and it's created a pretty interesting opportunity. >> So, I wonder Rod if you could talk a little bit about, I know you're only a few months in, but just your impressions of the differentiation. Give us the bumper sticker pitch. Why Infor? How are you different? >> So, I mean, three things. Just netted out three things. Industry, and we talk a lot about industry. We talk a lot about last mile, its real. Its compelling to our customers. They're tired of having to finish the software for the vendor at their site. They want the provider to finish the software and take it to meet their unique needs. Two is I think even though we're smaller than some of the big, big names out there, I think pound for pound we out innovate almost every company. And I can talk very specifically, transitioning from a very, very large competitor. When you're actually looking into the detail of what we've actually delivered around AI, or what we've actually delivered around analytics or mobility, and pound for pound we fight way above our weight on that front. And I think, you know, if you look at even what we've done at Hook and Loop Digital over the years, the types of proof points we have with customers are something that very few of our competitors could boast. So I think, digital over use term, but just sort of understanding how this new technology works and being able to translate that to our customers is huge. And three, is culture. I think we have a fast oriented culture. There's not a lot of levels. We can cut through the nonsense for our customers pretty quickly. We organize around our customers, we don't have 3,000 sales teams trying to sell them piece parts so we can do the solution thing. And we're really working hard to differentiate on customer centricity. I made the comment yesterday at our executive forum that, in general, service at Enterprise Software stinks. You wouldn't accept, ya know, if a retailer was treating you the way the average Enterprise Software, you wouldn't accept it, right? You'd go somewhere else. We've had the benefit, or we've had customers that have such big investments in us, they have to deal with it. And we need to, we have an opportunity to fix that, to change that, to really reorganize and reorient our customer around the outcomes that matter to them. And its so important, if they're going to trust us. And its really about trust. They got to trust us to run their applications, our mission critical applications in our Cloud. We need to really change the game on that front, and we're doing a lot of things structurally. Like for example, maybe someone talked about were taking development customer support in Cloud operations, integrating that into a common organization. So, there's no finger pointing. If something goes down, its not well its the network, Its a bug, Its a knowledge issue. It's one team that's accountable for making sure that we resolve that issue rapidly. Same on the field side. So now we're organizing for manufacturing and distribution. Really, all the resources we need to both sell and service, deliver for our customers in a common team, so there's accountability. And on both sides. There's our product side, product and Cloud ops side, there's accountability and from a sort of customer engagement or accounts management accountability. And then, you know, we got to do a lot of things around service and automation, and better, proactive. We're running their cloud, we should be able to tell them, hey, this isn't running optimally. We need to come in and do this change. I mean, that's where we need to get. That's where the industry needs to get. And we want to get there first. >> Well, you're on the right path. >> Yeah. >> Again, congratulations on the new position, >> Yeah, thank you! >> and we appreciate the time here today, and wish you all the best down the road. >> I appreciate what you guys do. I love your show and content. >> Thank you, Rod. We appreciate that. Thank you sir. Back with more here on theCUBE. We are at Inforum 2018. We're in Washington, DC. (electronic jingle)
SUMMARY :
Brought to you by Infor. We're kind of caught in the middle. I like being in the middle, personally. When you sit in the middle of the road, Rod, good to see you Sir! Yeah, of course. I love it. It's the place to be. assuming the EVP role. So it's a great time to be here, install base that you can have locked in You know, in the long run. That's a big change to how we engage with our customers, You're in the process of transitioning So how's that going, what's the conversation like, I mean, all of the stuff about operating the Cloud, and you certainly see that in the industry. so talk about that a little bit. So if the asset is we've got a platform that enables Well, hey that's the biggest market, right? bringing that to the manufacturing world. that you can make decisions faster, and cutting out the middle man. that are going down to the farms. That the OT guys are actually going to that are going on in the machines into data. a lot of that is being customer driven. At the same time too, in terms of distribution, in terms So how are you helping your clients and the consumer or the retail world So, I wonder Rod if you could talk a little bit about, the types of proof points we have with customers and wish you all the best down the road. I appreciate what you guys do. Thank you sir.
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Kerry “KJ” Johnson, FieldCore & Ruya Atac-Barrett, Dell EMC | Dell Technologies World 2018
(techno music) >> Announcer: Live from Las Vegas, it's theCUBE. Covering Dell Technologies World 2018. Brought to you by Dell EMC and its Ecosystem Partners. >> Welcome back to theCUBE, we are live on day one is Las Vegas, of Dell Technologies World. I'm Lisa Martin with Dave Vellante. And we have a couple guests joining us now. We've got Ruya Barrett, the VP of Product Marketing for Data Protection at Dell EMC. Welcome back to theCUBE. >> Thank you. >> Lisa: And we've also got Kerry "KJ" Johnson from FieldCore, you are a senior systems engineer. Welcome, KJ. >> Thank you very much. >> So, KJ, we'll start with you. Tell us a little bit about FieldCore. I know you're a GE company but what is it about FieldCore that you guys do that makes you unique and how are you working with Dell EMC? >> Okay, so FieldCore is a global service provider in the power services sector. Our customers are governments and large countries. We service and build power plants all over the world. We're in the power generation business. So, anything that generates power. That could be wind, it could be water, it could be traditional oil and gas, it could be nuclear, anything that generates power. Basically, what FieldCore does is we service it, and we keep the lights on around the world, especially in, we're in 92 countries. So, other countries don't have the infrastructure that the United States has and experience outages a little more frequently than us. So our job is to get the power back on as quickly and as efficiently as possible. >> So last fall in the U.S. we were slammed with a lot of natural disasters, including Hurricane Irma. You guys at FieldCore had a critical situation last fall when that hurricane struck. Tell us about that, and how working with Dell EMC Technologies you were able to recover. >> Okay, so last year, they changed the forecast on Hurricane Irma from coming up the east coast of the state to coming up the west coast. And they were projecting it to hit the Tampa Bay area, which put all of our production systems directly in its path. So with them projecting the storm to hit us within about three to four days, we weren't prepared for it. I was on a call with all of the directors, and they asked me, what was our level of preparedness for this storm. So I told them that as far as data protection, we had replication, that was fine. We were replicating all of our SAP, Oracle, databases, all of our email via Exchange and file systems, to our data recovery center that was in Atlanta, via Dell EMC RecoverPoint appliances, so that was fine. We had a recovery point objective of less than two minutes. We could go back two minutes and be up and running. The problem was, had the storm hit us, and we had to then throw over and go live at our DR facility in Atlanta because Tampa was down, we wouldn't have any way to have backups during that time that we were live. So that was a gap that I identified. They subsequently asked me, is there something that could be done in three days- >> Dave: Got any magic beans? >> Yeah, exactly, so I'm going, I'll do everything in my power to make something happen. So basically I got on the phone and called my Dell EMC Data Protection rep, Matthew Sattler. And he was actually at a Dell management boot camp in Boston I believe, at the headquarters. And he actually took my call. He snuck out of the meeting and answered the call, which was an all-day meeting, which was, that enabled us to do what we did. He offered a solution that we could actually use virtual appliances, because we had not rolled out our DR equipment yet, it was wasn't even scheduled to be delivered for two weeks. So he shored up the licensing, he called a sales engineer, who got in touch with me, his name was Dominic Greco, he's based out of Pittsburgh, great guy. He lined up all of the resources. I got my resources together, and we put a plan together, and we actually had the project started by the end of that first day. >> Just another day at the factory. >> Hey, you know, our customers call us and we answer. That's how it works. >> So, it's common scenario for you guys? >> I think we had an exceptional team on the account, so exceptional teams always make a huge difference, and I think in this case, we definitely had a great team. And I think one of the things that KJ talked about, is how flexible the software-defined data protection approach can be. I think sometimes people think of us as an infrastructure company, infrastructure meaning hardware predominantly, but our data protection capabilities are just as robust on the software-defined data center front. So I think the flexibility of being able to do DR, and put in place a DR environment, that gave KJ all that flexibility, is really a testament to the software capabilities. >> So could we just kind of review exactly what happened? So, if I understand it correctly, you were concerned about the exposure on your remote site, right? You're going to fail over, RPO of only two minutes, so you're going to lose, maybe exposed to two minutes of data loss, you can live with that in business, right, understood that, you communicate it. But then you have no way to back up that failover site. >> KJ: Yeah. >> And so, the team came in and what, you you accelerated a DR project that was sort of in the pipeline? >> Exactly, we had hardware that was scheduled to be delivered to Atlanta, and be deployed within two weeks, but we didn't have the two weeks. >> Ruya: Three days. >> So our DR facility was still running on a legacy product, and that wouldn't work for us, because all of our production data was backed up to data domain and it's not interoperable. So, we went with the virtual appliances, and we deployed a virtual data domain, a virtual Avamar appliance, running Dell EMC Data Protection Software Suite, and an NDMP Accelerator, I always have trouble with that one, for our file systems, and by the end of the day, they were deployed and we were already starting the replication. >> So in this situation did you do you failover proactively, or you just wait for the disaster to hit? What's the- >> Well, the thing was just to be prepared. So, the storm was projected to hit Saturday. Day two, was Thursday, and we convened the conference call, an indefinite conference call, that means I was going to be on it, all of Dell EMC's people were going to be on it, until either we finished, or the storm blew us away. So we monitored the replication all Thursday and by like 6:45 that evening, all of the data had replicated over to the DR, and the next day, the office had closed early so people could go home and hunker down for the storm, look after their families and their property, and we kept the call going from home, but the data had finished by that evening. And the storm hit, started coming around midnight that evening on Saturday. So, fortunately, the storm only hit us as a weak Category 1, so we never even had to throw over to it, but had it hit us as a Category 3, we would have been very much in trouble, had we, weren't able to accomplish that. >> So I wanted to get, kind of an idea KJ, in terms of what is the business impact that you've been able to achieve? You've obviously had to accelerate this part of your security transformation, which you were able to do, what's the business impact that your bosses, and their bosses in the C-suite, at FieldCore, have seen as a result of being able to have the agility, with Dell EMC to implement this so quickly? >> Well, some of the things that came into play with the setup that we had with Dell EMC, one was the Data Protection Suite encompasses everything, hardware, software, licensing, replication, it's all one suite of things. It's not nickel and dime add-ons or bolt-ons, it's one full protection suite. So the package that we had, Matt said, "You already have this package", you know, there's nothing to buy, there was no charge for any of the resources rolling it out because we were on a, what's called a utility mode of billing, and it's basically, it's like instead of a CapEx expenditure, where we buy hardware, we don't buy anything, they bring it out for free, they install it for free, as soon as we start backing up, okay, how much deduplicated data do you have on a data domain? We'll bill you for it. And they send us a bill every month. So that helped us out. >> And you know the data domain efficiency quotient is just through the roof, it's one of the best platforms for dedupe, so it really helps our customers, especially when you're talking about a utility-base model as well, that efficiency, that architecture, that really brings that to bear. >> Dave: What do you call this utility model? >> This utility, it's the utility model, it's just one of our consumption models. It's the flexible consumption models that we offer across data protection software, as well as our platforms. >> So it's a pay by the drink? >> Ruya: Yeah absolutely. >> Now, I'm interested in the ripple effects, and I don't know your business well enough, but it sounds like, not only were you covered, but had a Category 3 hit, your customers, there would've been a ripple effect here to your customers, around the world, 92 countries I think you said. Is that right or is it, is this not a real-time business? >> Well, our users, the vast majority of them, are field technicians, they're field service guys. >> Dave: Oh. They work on turbines, they work on boilers, they work on nuclear plants, they're out in the field. They work on windmills. So they're not very technical people, but all of the laptops that they carry and hook up to this equipment, feeds equipment into our systems, and our systems can't go down. So, the impact would've been pretty great had our systems been offline for any amount of time, because when your global you know, there's really no good time to be down. When I'm sleeping, there's people busting their butts in other countries and you know, middle production hours. >> So last question here Ruya, to you, on this theme of Dell Technologies World, of make it real, KJ you've done a great job articulating how you've been leveraging your partnership as well as the technology, to make your security transformation a reality. Ruya, last question to you is, there was a recent ESG study on IT maturity, can you share with us some of the impacts there that you've seen, and how it kind of relates to FieldCore? >> Yeah, absolutely, be happy to. So we just recently unveiled a study we did with ESG, where we surveyed 4,000 customers, IT professionals, over 16 countries. And it really had to do with the IT transformation maturity curve, and their adoption. And one of the things that was really interesting is customer feedback, was that transformed companies, that have gone through this massive IT transformation, are perceived to be 16 times more innovative, be 2 1/2 times more competitive, perceived as being 2 1/2 times more competitive, and six times more apt to have IT as part of the business decision-making process. And data protection was one of the top areas of this transformation as well, because it's so critical. As data's moving out of the data center and becoming more distributed, we talked about the distributed core today, going to the edge with IOT, and all of those types of applications, there is this massive amount of data moving out, outside of the data center. So data's growing, it's moving out, and it's also becoming more and more critical for customers. So data protection, that recoverability, operational recoverability, disaster recoverability, cyber recovery, are becoming more and more critical. And there was three things in the maturity curve on data protection. Transformed companies are basically protecting data in five types of different applications. So they're not really looking at just physical protection, which a lot of legacy companies are still kind of stuck at physical, and maybe virtual, and starting to really do a lot more on virtual. These guys are looking at data protection across distributed environments, they're looking at public cloud, they're looking at hybrid cloud, they're looking at physical, virtual, so very comprehensive. So that was number one. Two, is really self-service models. Transformed companies, that have gone through IT transformation for their data protection have enabled application owners to be able to do self-service. So that has become a part of how they offer data protection. And the last one was really about automation and automated policies. So when you add a virtual machine, when you bring in a new system, how do you automatically apply policies, so protection isn't something that needs to happen as a backend consideration? And I think KJ talked about some of those things as well. And they're doing a self-service model as part of what they're rolling out, as well as the automated protection policies. So I think they're well on their way to transformation, and this is what makes it great, in terms of the partnership we have with our customers. >> Well thank you both so much for stopping by, sharing, KJ the great successes that you've had with that one very, very potent example, Ruya thanks for stopping by and sharing with us that data protection continues to be hot, hot, hot. >> And thanks for having us again. Thank you, nice seeing you guys. >> Our pleasure. We want to thank you, you're watching theCUBE live, day one, Dell Technologies World in Las Vegas, stick around. I'm Lisa Martin with Dave Vellante. We'll be back after a short break. (techno music)
SUMMARY :
Brought to you by Dell EMC and its Ecosystem Partners. Welcome back to theCUBE, we are live on day one from FieldCore, you are a senior systems engineer. and how are you working with Dell EMC? that the United States has and experience outages So last fall in the U.S. we were slammed of the state to coming up the west coast. So basically I got on the phone Hey, you know, our customers call us and we answer. and I think in this case, we definitely had a great team. So could we just kind of review exactly what happened? but we didn't have the two weeks. for our file systems, and by the end of the day, all of the data had replicated over to the DR, So the package that we had, Matt said, that really brings that to bear. It's the flexible consumption models that we offer around the world, 92 countries I think you said. Well, our users, the vast majority of them, but all of the laptops that they carry Ruya, last question to you is, in terms of the partnership we have with our customers. that data protection continues to be hot, hot, hot. And thanks for having us again. I'm Lisa Martin with Dave Vellante.
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Matt Johnson, Cisco DevNet | DevNet Create 2018
>> Announcer: Live from the Computer History Museum in Mountain View, California, it's theCUBE, covering DevNet Create 2018. Brought to you by Cisco. (jingle) >> Hi, welcome back to theCUBE. My name is Lauren Cooney, and I'm here today with Matt Johnson who is a technologist at Cisco, with Cisco DevNet. Hi Matt. >> Hi, how's it going? Good to see you again. >> Pretty good. Good to see you again too. So what's going on here? What's going on with the show and what are you working on? >> Oh, sure. So the show in general is just this ability for us, you know, Cisco DevNet have always had quite a large and a growing presence at Cisco Live, kind of Cisco's, Europe and US yearly conferences. But this is the second year we've done Create, and it's really an opportunity to kind of take the real developer angle, the makers, the API integrators, kind of the real, kind of developer ecosystem that's going around Cisco's products and our APIs, and just kind of focus on that audience. So, you know, all the content here is developer for developer. And so it's just really nice to be able to experiment in a bit more of an open format. >> Yeah, exactly. So it's kind of that DIY environment of developers that are coming in and really doing all this stuff and starting to innovate on their own. >> Yeah, absolutely. And what I'm really excited about here we have the, we had kind of a two-day hackathon running at the same time as the event, and so, instead of that just being a little bit of time spent between sessions, these are teams that have already kind of been working behind the scenes on the run-up to the event, so they've already kind of met each other virtually through collaboration, they've already worked out what kind of problem space they want to solve, they've already started working on kind of sample and PLC code, so the idea that at the end of a two-day conference we could actually see some working solutions to real problems that our partners and our customer ecosystem is seeing, I think that's quite-- >> That's great. >> An exciting idea. >> Yeah, Mandy Whalen was just on with us. >> Oh, fantastic. >> And she actually talked a little bit about that, and you know, so these guys will be up for 24 hours hacking on stuff. Hopefully we'll see some great solutions come the end and you know, we'll talk about it here on theCUBE. >> Yeah. >> So tell me about what you're doing today at Cisco DevNet. >> Sure, so from one style of hacking to another, we are actually running this demo called the Black Hat White Hat Challenge. And I went to, I've always been a bit of a kind of hobbyist pentester. >> Lauren: Never, no. >> I liked breaking things from a young age. And I got to attend my first Defcon in Las Vegas last year, and coming from an evangelism background, coming from kind of doing workshops and talks and demos, I was absolutely amazed at the interactivity of pretty much everything that goes on at the black hat hacking conference, sorry the Defcon hacking conference. My apologies. They have, you know, hands-on IoT villages where you can go and try hacking against all the hardware, there is kind of labs and tutorials for people that are maybe just getting into kind of that side of hacking and penetration testing. So I kind of brought that back and I've always had a passion for security, and IoT nowadays, we are in a situation where a lot of these devices we are starting to bring into our homes and our businesses and things, are built to a budget. They are built cheap, they're not security devices. People aren't thinking of security, they're thinking of functionality when they're building those, so someone that makes fridge freezers isn't going to be thinking about the 10 year security roadmap for that fridge freezer. They're going to be thinking about selling the latest smart freezer. >> Lauren: Exactly. >> And so I wanted to kind of bring some of that hands-on Defcon-style hacking into a real-world scenario. So at security conferences and at developer conferences, we always talk about things being insecure, and we talk about needing to think about security. But what we have is a booth here where we actually take off-the-shelf IoT devices, and in a curated path we are getting attendees with no background in kind of pen testing to use real-world hacking tools and real exploits against those devices, to build their access into that network and eventually get to the goal, which is getting into an electrical safe with like a price inside. And all of that is real off-the-shelf IoT. It's real security. And the aim of that is to kind of-- >> So they are actually cracking the safe. >> They are cracking the safe, they are cracking into Wi-Fi. They're getting onto the guest Wi-Fi and then finding a vulnerability in the router which gets them onto the wired network, so that'd be like a guest network in a corporate environment or a guest network in a hotel, getting you onto the hotel's infrastructure network and then to a camera. >> So this is like straight up hacker one. >> Straight up, yeah, exactly, right? Which is perfect. >> Lauren: This is great. >> Yeah, exactly. So that's what we're doing and the idea is to just to kind of stop talking about it and start showing. This is not stuff you need to be super good at. This is stuff you can Google. The tools are out there, the tools are getting more and more easy to use. And also vulnerabilities are becoming more and more common because of the growth of IoT. There were double the number of CVE, like known vulnerabilities in the wild in 2017 than there were in 2016. >> Okay. >> And that's because of this constant pace of new devices. So we're kind of showing that these are really crackable by anyone with a bit of time and research. And then also showing kind of what can be done about that. And, you know, even without kind of the proactive and firewalls and things like that, just getting a developer audience thinking about this stuff, getting them, you know, fresh in their mind, you know, these are the kind of places we should be focusing on IoT security because it's these developers that will be writing code and those products today-- >> I think that's great. And I think security is so important today with everything going on, and then there's Facebook and testimonies that are happening today, and you know, lots of different things. Now, what are you using to actually kind of fill these holes, fill these kind of security vulnerabilities that you're using with these off-the-shelf IoT devices? >> Sure, so what we are showing is how kind of, if you know if you have these devices on your network, obviously layering things like Cisco's net-gen firewalls in line with those devices, has signatures that will detect. It's not going to patch the device itself, 'cause that might be from another vendor or an IoT camera or a light switch or something, but it's going to detect the malicious traffic trying to attack that device and drop it. So you're kind of protecting your perimeter, you're stopping a vulnerable device becoming an actual hack. Alternatively from a personal perspective, as we start looking at how we consume hardware in our homes and businesses, I actually really like kind of the Meraki model and the Nest Cam model, and you know, all the other camera vendors which charge you with subscription, 'cause if you buy hardware one-off, you have no idea whether that price for that hardware allotted budget for the development team to keep thinking about security or whether that team doesn't exist anymore and they're off building their next product. >> Lauren: Yup. >> Whereas if you're buying something on kind of a subscription basis, even though the hardware is in your home, you know that their profit is based on them keeping your product up-to-date. >> Lauren: Definitely. >> So you expect, you know, real-time updates, you expect timely security updates. And so I think that kind of a software as a service style delivery of on-prem hardware is definitely a more secure approach. >> Yeah, and the Meraki model is definitely moving forward as one of the prevalent models that we, you know, Cisco has. >> Exactly. Yeah. >> And it's, you know, that plug and play, easy-to-use, get it up and running, et cetera. >> Exactly, and then on the back of that you know that there's people working on those security things, which isn't something that you think about when you buy it for its APIs and its plug-and-play in its ease-of-use, but just knowing that that is there and, you know, you're paying for that development, is a good thing. >> Where do you see most of these vulnerabilities, and I know you have a lot of background in cloud computing and you know, in these arenas, but where do you see most of these vulnerabilities? >> Matt: So-- >> It's a big question. >> Yeah. I mean a lot of the, hackers are going to wherever, you know, is easiest for the amount of time and effort. Certainly when we see kind of malicious actors kind of looking for a large footprints, large, building botnets et cetera. There could be a very, very clever attack that requires a lot of time and effort, or there could be an IoT device that you know there's going to be 4 million of them sold online, they're going to go for those. And like I said, these devices are low-power, built to a budget. You can get them into your hands and like SaaS service online. So people can take them apart, they can have a look at the code inside of them. They can have a look at the operating system. So it's quite easy to find vulnerabilities on these IOT devices. >> Lauren: Oh yeah. >> So that is definitely a growing area. Also the level for harm on those kind of vulnerabilities, if we are talking about Internet-connected healthcare, Internet-connected hospital equipment, you know, control valves for factories that may or may not be dealing with certain kind of materials. That is definitely a focus both from a security industry perspective, and also kind of where we are seeing hackers targeting. >> That's great. So tell me a little bit about what else you're working on right now. I think, I always find it interesting to hear from you what you're kind of hacking with and-- >> Yeah, sure. So that's my, that's my kind of security hobby-cum-part time role I guess within DevNet. >> Lauren: Love it. >> I quite like that kind of hands-on security evangelism. A lot of other stuff I'm doing is all around kind of open source and micro services and containers. So we're doing lots of work internally with Kubernetes Right now. Proof of concepting, some new user space networking code. >> Lauren: Oh great. >> Which would allow basically the network your traffic takes from your application in the container, write out to the network card, to be a user space app. So, you know, you're not stuck with the networking that a cloud provider gives you. If you want to test your application fully like packet to app back to the wire, and know that that network is also going to go with you when you deploy anywhere, we're going to be able to do that. >> That's fabulous. >> And there's also some real performance benefits to kind of not going in and out of the Linux kernel, so we can kind of saturate 40 gigabits a second from a container, straight down to the wire on kind of commodity compute like UCS what like any x86 service. So really excited about that. It's in development at the moment. That's all open source. >> Lauren: It will be all open source. >> It's all open source already under the FD.io project, FD dot io. >> Oh. >> The integration into Kubernetes is ongoing. And obviously will be open sourced as it gets developed. But that's super exciting. Also just the whole Merakifi, Merakification if I can say that. This idea of turning on-prem devices into kind of black box, you know, cloud managed, cloud updated. You have an IT team. They're just remote and kind of paid for in a SaaS model rather than having to manage and patch those devices on-prem. >> Lauren: Oh yeah. >> You know, we currently do that with switches and routers and cameras as I'm sure you know that the Meraki product portfolio, I don't see why we don't do that with on-prem compute. Why don't we do that with on-prem, you know, Kubernetes clusters. Why should a Kubernetes cluster, just because it sat in your data center, be any different in terms of usability, billing, management, than the one you get from Google Cloud platform or Azure or AWS? It should have the same user experience. So across those two areas, yeah, that's where I'm spending most of my time at the moment. >> Great, well, we're kind of wrapping up here. Tell me, what is the most exciting thing for you that's coming down the path in the next six months or so? >> Um. >> Can you tell us? >> I cannot tell you the most exciting thing, I'm afraid. It has to do with everything I'm talking about, kind of the networking, the as a service, super excited about user space networking. We have customers that looking to do kind of real-time video pipelines for a broadcast in containers. And being able to do that on-prem or in cloud or wherever, and this FD.io VPP technology, I think will really unlock that. >> Lauren: That's great. >> So real use cases, and yeah, super excited. >> Great. Matt, thank you so much for coming on today. >> It's been pleasure. >> Yeah, my pleasure as well. This is Lauren Clooney and we'll be right back from the show here at Cisco DevNet Create. (jingle)
SUMMARY :
Brought to you by Cisco. and I'm here today with Matt Johnson Good to see you again. Good to see you again too. and just kind of focus on that audience. So it's kind of that DIY environment of developers and PLC code, so the idea and you know, so these guys will be up kind of hobbyist pentester. So I kind of brought that back in kind of pen testing to use real-world hacking tools and then to a camera. Which is perfect. and more common because of the growth of IoT. fresh in their mind, you know, and you know, lots of different things. and you know, all the other camera vendors kind of a subscription basis, So you expect, you know, Yeah, and the Meraki model is definitely moving Yeah. And it's, you know, that plug and play, of that you know that there's people working that you know there's going to be 4 million and also kind of where we are seeing hackers targeting. to hear from you what you're kind of hacking with and-- So that's my, kind of open source and micro services and containers. going to go with you when you deploy anywhere, kind of not going in and out of the Linux kernel, It's all open source already under the FD.io project, you know, cloud managed, cloud updated. and routers and cameras as I'm sure you know Tell me, what is the most exciting thing for you kind of the networking, Matt, thank you so much for coming on today. from the show here at Cisco DevNet Create.
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Alicia Johnson, Accenture Operations | Veritas Vision 2017
>> Male Announcer: Live from Las Vegas, it's theCUBE, covering Veritas Vision 2017. Brought to you by Veritas. >> Welcome back to The Aria in Las Vegas, everybody. This is theCUBE, the leader in live tech coverage. My name is Dave Vellante. I'm here With Stu Miniman. Alicia Johnson is here. She's the managing director at Accenture Operations, and we're going to have a conversation about diversity, women in tech. Alicia, thanks so much for coming on theCUBE. Appreciate it. >> Delighted to be here today. Thank you. >> Yeah, we're thrilled because we saw some action on Twitter, we saw the WAVE activity going on, we said, "Hey, we got to get some of these folks on theCUBE," so really appreciate you taking the time here. Let's start with your role at Accenture, and then we'll get into WAVE and what that's all about. >> Fantastic. So thank you for having me today, and I'm delighted to represent the Accenture and Veritas partnership and be able to speak at WAVE last evening. Within Accenture, we put a high priority on inclusion and diversity. One of the things that we've come out and publicly announced is that we want a 50% women workforce by 2025. We've been doing research over the last three years, and Accenture is publicly committed to growing that percentage of our women managing directors to at least 25% by 2020, so we really focus on retaining, attaining, and advancing women, and sponsoring them in that pursuit for gender balance. >> So that's an amazing statistic. I mean, I think the average in the tech industry is 17%. Is that about right? >> About that, yeah. And a lot of the fundraising these days actually goes to venture capital men-run firms, and so we're really interested in helping set that gender paradigm as well so that more VC money goes out toward women and women investments and women VCs. >> Well, it's interesting. I mean, we've done some work in this area at siliconANGLE, and we've funded some fellowships to study this problem, and two of the places that were egregious offenders, Silicon Valley and Cambridge, Massachusetts, but you have to get it out there and talk about it, right? But so, when you say 50% by 2025, that's a goal? Is that a strict, people would use the term quota? Let's have that discussion. What does that all mean? >> It's a commitment that we're making, and one of the ways that within Accenture we really feel that we can hold to that commitment is making some changes internally and also being very transparent. So we have set that transparency goal across not only sponsoring women in P&L goals, but coming forward and making that commitment to transparency by publicly making the announcement. So the company has already set these clear, published, measurable targets to grow the number of women. We publish our workforce demographics, and we do this across many countries, including U.S., Canada, South Africa, Japan, India, and also our Asian countries. We also launch initiatives that are very focused on high-demand, short-supply, high-performing women in technical architect roles, and so what we do is we not only collaborate with the teams across our business and government, but we look at the programs that we have internally, and we set metrics internally as well about hiring and promoting, and so we're really committed to this through the transparency, so answering your question directly, it is not only a goal that we're after, but we are on a clear transaction path to make that happen, and hopefully we can make it happen sooner. >> Yeah, so, many events have some piece at the conference. THey'll have a panel, they'll have breakfast. We actually at theCUBE covered many Women in Tech events. Here at the Veritas Vision, they have it the Women At Vision Empowered, or WAVE Program, which there's a workshop, there's networking, there's some other things, maybe. Walk us through a little bit of it. There was the panel last night. What's the breadth of the experience here at the show? >> The experience yesterday was very much about empowering women in technology. We went through some discussions around not only gender balance, but also how to empower women and support women in your careers. We also talked about women in technology, other groups that we can align to. We also talked about some of the gender balance conversations that you often don't get to have when you're not meeting, and we encourage men to also join us in these WAVE events, but really, it's about professionally and successfully being fulfilled in your career. Within Accenture, we actually created what we call a B operations program to foster, really, this inclusive culture, and I think that the WAVE event is also looking toward fostering this inclusive culture. The people are really at the center of everything that we do, and so having a culture that's really respectful of women, their careers, their personal goals, and the culture that focuses on work-life choices, that's really very important, because those aspirations, we encourage you to become who you really can be. Some of our Accenture operations and B operations goals are focused around being limitless, driving business outcomes, being relevant, being part of others' successes and failures because you learn through growing with success and failure, be caring, and then really be yourself. Be authentic, and bringing that to the WAVE conference and that empowering diversity initiative is really key to the success of that event. We do hope next year that we'll have an opportunity to have the event actually more during the conference so that we can really get more attendants and drive much more passion and invigoration to the event, but we really believe that the opportunity above all is to get the initiative out there, start talking about it, and really make a difference. >> So let's have a conversation about the why. We can all agree it's the right thing to do, but let's have a business case conversation. What's the business benefit of inclusion? >> Well, obviously, we all come from different backgrounds and different walks of life, and bringing those experiences to the business, it's been proven time and again with all of the factors that you can look at that women make different choices, and women can be different types of role models, and in business, you actually are more successful as an organization by having women lead oftentimes in a scenario where sometimes men have been typically the leaders, and so creating more women role models will change the dynamic of the business, and as a diverse culture, you probably watched the Emmys last night. Diversity and inclusion was a hot topic, so we're changing the world as we're going through and changing technology, and this is an area that we can control, and I think that it's time for us to take control and make that difference, and really going after, really going after the fact of the matter is why wouldn't we already be there, right? And if we can make a difference to really be effective, be good communicators, be authentic, be inspiring, why wouldn't we want women bringing that to the table? >> Yeah, we were having a conversation on theCUBE a couple weeks ago, and you bring up the P&L manager, and it was interesting to talk about some of the stereotypes. I wonder if you could comment as a woman. P&L managers tend to be leaders, and somebody did an analysis of performance reviews, and the adjectives for the male leaders tended to be assertive, great leader, and the adjectives for the female leaders tended to be things like abrasive, okay? But both high-performing individuals. As a woman, I mean, I'm sure you've experienced that in your career, and your colleagues have, as well. I wonder if you could comment on that. Are things changing, and where do you want to see it all go? >> Sure. That's a really great topic, and yes, I mean, in the work world you often see if a woman is assertive, she's referred to in a negative tone, and oftentimes you'll find women, the higher power they are in organizations, they're not looked upon as being friendly individuals, and I think that that's a cultural dynamic that goes back to probably maternal instinct, that you're trained to think, oh, well, we don't see empowered women as wildly successful, and that's something that we need to change as a culture. You mentioned you have a daughter, so seeing your daughter in an empowered position is going to be something that you want as a father. And then being able to proactively build upon why we look at males in a position of power as being someone who is assertive, but if the woman says the same thing, she's maybe looked at in a negative connotation, these are the questions we need to start asking, right, and is there a reason for that? There shouldn't be a reason for that. Equally intelligent, equally able to succeed. And so assertive and powerful is that gender balance, and that's really what we should start questioning in business, and it will make us better as large organizations, as individuals, and as fathers in going after what we want our children and the rest of our society to achieve. >> Yeah, and you certainly see some high-profile examples of women in leadership positions. Obviously, Accenture, IBM, Hewlett-Packard, Enterprise, and some others, but you also see on the masthead, if you will, it's like, man, man, man, man, oh, Head of HR, woman, and so a lot of the P&L managers, it's interesting. That's the first time specifically the P&L management. Why the P&L management? Why that emphasis? Maybe you could share with us. >> Well, within Accenture, one of the things that we can do is actually measure the goals that help us advance internally, and so we sponsored the company's most senior women to advance in P&L roles. We've been doing this for the last six years, and approximately 80% of the women in our global executive leadership program have been promoted and significantly expanded their areas of responsibility, and I think that we looked at the goals we could take within Accenture and really make examples of those goals. We also, the commitment to transparency, which I talked about a bit ago, that's really setting and measuring publicly and holding ourselves accountable, right, to those goals and measurable targets that we can grow to. We publish that, and we also challenge other organizations to come out and publish their workforce demographics, and I think before Accenture did that, there wasn't a lot of companies that were maybe as eager to come out and publish that workplace demographic, and so we're looking to make a change. We really want to launch initiatives within our organization that we can control, and ensuring that we can collaborate and create that gender balance in the workforce is key. One other area that I want to talk briefly about is within Accenture Operations, so just in my realm of Accenture. I did mention that we finished our fiscal year 2017 with 45.9% women, really setting the bar across Accenture. One of the things that I want to mention is what we're doing to sponsor and retain women in our local programs within Accenture and their careers, and we focus on staying true to passion, which I talked about with our B operations initiative. We also introduced a flexible work option, which is really focused on our teams in India. They allow the women to fit work and school around their nursery hours, and that's one of the other reasons that you find often women not staying in the workforce is because they make the choice between family and working and the working hours, and then within Accenture, we focus on hosting our International Women's Day, very similar to the WAVE event, and we would be delighted for you guys to join us this year at the upcoming event in March. And then we also sponsor what's called a woman stream, which is internally, to our 400+ thousand employees, at major events, we're able to promote women in cloud, we're able to promote WAVE events, we're able to promote our women in IT initiatives, and on a grassroots level, we'll go out and sponsor programs that are around Girls Who Code and get involved in NPower and other initiatives which bring people into the technical workforce, be it women or men, families, looking at how can we empower and help grow our society including all inclusion and diversity. >> Alicia, how about compensation? I feel like, actually, ironically, one of the best things that happened for women was when Satya Nadella put his foot in his mouth a couple of years ago at the Grace Hopper Conference. Since then, you've seen a much heightened awareness of compensation levels. Many companies have come out and said okay, we're going to, it should be transparent. States' Attorneys General have come out with strong advocates, in some cases laws mandating equal compensation. Maybe you could make some comments there, and what specifically is Accenture doing? >> Accenture is actually looking at the salaries of MDs and down through the food chain. We weigh what the percentage of men are paid versus the percentage of women, highest percentage-earning, and we also do adjustments based on that. I do find it interesting you had mentioned that the comments were made. Yes, that's true, and it's a very common fact that women make $0.49 on the dollar for what a man makes, and I can tell you, I don't believe that I'm only worth $0.49 on the dollar. It's really important for us to bring about these initiatives. You also hear people make excuses that maybe women aren't as good at negotiating, or maybe we don't go out and ask for the same balance, but it makes me say, well, why should women go out and have to ask for the same treatment, equal treatment? So I don't think it comes down to that. We all have to fight for what we want. We all have to go after how successful we want to be, and I think empowering and collaborating and really being authentic in that pursuit is really key, so yeah, good point. >> Well, and I think it's a bit self-fulfilling. Because women have historically been paid less than men, certainly in our industry, their expectations are perhaps lower, so that when they switch a job, if they're offered something lower, they're more apt to take it, and the hiring person says, "Okay, fine, that's good," so the only way out of it is if companies proactively adjust, and understandably, that can't happen overnight because there's economic realities, but it can and it feels like it's beginning to happen, slowly, maybe not as fast as you'd like. >> Yeah, and I would love to see women and girls getting more involved in tech. I watched a bit of a program last evening, actually, that referred to around in 4th grade, we start giving boys toys to work with and we start giving girls dolls to play with and different things like that. We can change that. Starting from the basic skills that you aspire for your children, you can start on paradigm, you can start with teaching others about technology. Women might always say it's not super sexy to be a technical architect, but I might disagree, with my background as a CIO. So I think it's really talking about the inclusion culture, getting more people interested in it from the beginning, and bringing more women with the opportunity to really fulfill that gender equality, and whether we promote them, within Accenture, you had asked me about the P&L case, that's something we can control as an organization, so each organization I would challenge to look at the ways that you can balance gender equality, and within Veritas, obviously, there's a very strong WAVE program that's being driven and Accenture's delighted to partner with and support, and that's a commitment to being a champion for change. >> Well, congratulations on being a champion for change and all the progress you're making at Accenture. Very impressive story, so thanks for coming on theCUBE and sharing it. >> Thank you very much. I'm delighted to be here today, and thank you for allowing me the opportunity to speak with you gentlemen. >> It's our pleasure. All right, keep it right there, everybody. Stu and I will be back with our next guest. It's theCUBE. We're live from Veritas Vision 2017. We'll be right back. (intelligent electronic theme)
SUMMARY :
Brought to you by Veritas. and we're going to have a conversation about Delighted to be here today. and then we'll get into WAVE and what that's all about. and publicly announced is that we want Is that about right? and so we're really interested and we've funded some fellowships to study this problem, and one of the ways that within Accenture Yeah, so, many events have some piece at the conference. and drive much more passion and invigoration to the event, We can all agree it's the right thing to do, and this is an area that we can control, and the adjectives for the male leaders tended to be and the rest of our society to achieve. and so a lot of the P&L managers, it's interesting. and measurable targets that we can grow to. and what specifically is Accenture doing? and have to ask for the same treatment, equal treatment? Well, and I think it's a bit self-fulfilling. and we start giving girls dolls to play with and all the progress you're making at Accenture. for allowing me the opportunity to speak with you gentlemen. Stu and I will be back with our next guest.
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Don Johnson, Oracle - Oracle OpenWorld - #oow16 - #theCUBE
>> Announcer: Live from San Francisco. It's the CUBE, covering Oracle Open World 2016. Brought to you by Oracle. Now here is your host, John Furrier and Peter Burris. >> Okay welcome back everyone we are here live in San Francisco for The Cube. This Silocon Angle Media's flagship program, where we go out to the events and extract the signal from the noise. I'm John Furrier, the co-CEO of Silicon Angle Media with Peter Burris, head of research for Silicon Angle Media. He's also the general manager of Wikibon Research. Check out wikibon dot com for all the latest research and cloud, big data infrastructure. And we're at Oracle OpenWorld 2016. I'm excited to have our next guest, Don Johnson, VP of engineering for product development for the Infrastructures as a Service for Oracle Cloud. Welcome to The Cube. >> Thank you. >> John: Thanks for spending the time to come on. We really appreciate it. >> My pleasure. >> And obviously Oracle's cloud last year was obviously the announcement they're marching to the cloud. A big building block in this, was Infrastructure as a Service. They had the sass. They're taking names, kicking butt in there and they're transforming. Platform as a service developing nicely this year, showed some progress. But the upgrade if you will, or reboot or reset, however you want to call it, was fundamentally to introduce the new stuff with Infrastructures as a Service, to kind of round everything off. Give us the update. What's the key new news for Infrastructure as a Service and why is it important? >> Well a couple things. Let me start with the last part of your question, why is it important. So, very broadly, I would say, There's kind of two strata of cloud. There's cloud platform and there's everything that's up above, apps, sass, etc. Cloud platform I think is a big category. It's broad spectrum but it's IaaS and Paas and then there's lots of stuff that falls inside of there. Iaas is a fundamental and foundational building block and all of the characteristics, that everything up above, relies on or requires is basically enabled by infrastructure If you want to run at massive scale, if you want network connectivity between place A and place B if you want intrinsic security, that's all things that are foundational characteristics and you either have them or you don't based on whether infrastructure IaaS gives them to you. And so, for us, for Oracle, we're a cloud platform company. This is a foundational piece, and we're investing in this very aggressively and we're driving in a very innovative direction on this. So, >> You've been at Amazon since 2005, just recently joined Oracle on the engineering side and you know, infrastructure right now we're seeing is a cost and performance game. Drive the cost down as low as possible while preserving scale and performance, real critical. And almost hardening the top if you will, creating a hardened infrastructure so that you can enable dev-ops and some coolness around agility all that good stuff above, on top of the could. So what's the key things this year that you guys filled in terms of product? What was the key innovations and, on the development side, what was the key sprint for you guys? >> Well, so what we've been announcing at IaaS is really our next generation infrastructure, which is two-fold. It is the infrastructure itself, what are data centers and networks and virtual network looks like and then it's a new suite of products that we put on top of this, bare metal cloud services. And this is the fruit of a big kind of back to basics foundational exercise where we have gone and redesigned everything from the ground up. We've done it with a focus on a bunch of core, core criteria. Core things that we wanted to, that we wanted to capture and that we wanted to do better, better than have been done in the industry to date. And I would characterize those as two-fold. First, we are bringing along, all of the best characteristics of the cloud and why the cloud is compelling and what people, use it for, Self-service, pay for to use. It's elastic; it's easy to use. It's, there's low friction. It's high-scale, etc. But there's a number of things that for our core customer-base, actually are very challenging in moving to the cloud. And when I say our core customer-base, if you have a large existing, you know, if you're an enterprise and you have a large existing infrastructure and deployment, typically on premise, you have a lot of constraints and it's difficult to actually move into this new environment and take advantage of all that it has to offer. And there are, this applies to how your applications will run there, the assumptions that they make, your security and controls. And so we've identified a number of areas that we fundamentally wanted to do better than they've been done before. Security, reliability, governance, the ability to manage, if you're a large complex organization, you have a large complex footprint and deployment in the cloud, the ability to manage it. Performance, performance is a broad spectrum. Peak performance, raw performance, predictable performance in a particular price performance. You're talking about performance and cost. And sort of an adjunct to performance is the ability to harness modern technologies because if you look at where storage is going, non-volatile RAM and technologies like Intel Crosspoint. How can you actually enable customers to get access to that and use it and harness what it offers, very, very quickly. And most, most of all really, flexibility. Sort of the choice and what I mean by that is when you're a cloud provider you, you kind of pick a, you pick a certain level at which you implement and define and build your abstractions, and then, that has consequences in what choices you actually offer. So let me be a little bit more precise about this. A core thing that we did, sort of the keys, the special sauce in any cloud platform is the virtual network. And we made a fundamental choice that the way in which we're going to do virtual networks is to pull the virtualization into the network itself where we think it belongs. >> John: So no hypervisor? >> It's not in the hypervisor. And so, what that means is first it means we're able to like the, the requirement that we have of something that we can plug into our cloud, your cloud, your virtual network is, it has an ethernet port. This means that we put, we can put anything into a virtualized network. Our whole infrastructure, you know the presentation to the customers is everything runs in a virtual overlay. It's all virtual network. But we could put any class of resource in there. We could do bare metal. We could do an engineered system. We can, honestly, we can take an arbitrary middle box from you know, any third party vendor. This lets us give our customers bare metal. Giving our customers bare metal means we can, we can take, so we provide bare metal, compute with NVME drives. They are phenomenal. There is nothing, like we're literally giving you a server in the cloud with a, you know, provision in minutes paid by the hour. And you get, in our biggest shape, you get in excess of four million 4k read-high ops. Like this is phenomenal power. So really there is nothing that stands between us, between the technology and us giving it to you. >> So that was the key design criteria, then? >> That was the key design criteria and so this you know, in terms of sort of, flexibility and preserving choice, this means, you know, principle you can bring any OS. You can bring any hypervisor. If you have some old stuff that's difficult to move, you can't break up our hypervisor. >> So you let the performance, everyone kind of speak for themselves if you will. So, the customer can put anything on this thing >> Yeah. And these are phenomenally powerful boxes. >> Okay so now, how does that compare with Amazon and Azure because the number one question I get is, and let me see if you can put some color around this. Obviously Amazon had a different thing. You guys had a clean sheet of paper and you took smaller steps, computed storage and built services and scaled up there. Azure had, kind of backed into it with their existing business and there portals and all their services and then now are moving their customers on there. So, the number one question I get is, well what's different with the IaaS on Oracle vis-à-vis AWS and Microsoft Azure. How do you answer that question? Is there a distinct difference? Is there a design philosophy? Is it? >> Well, the design philosophy for Iaas is what I was just articulating. And in essence it, it looks and acts very, very similar from the perspective of the customer, the user experience at scale. As well as, it preserves choice and flexibility and is amenable. Basically it is it is much more friendly to the large enterprise or large business that is outside of the, often times and typically, outside of the sweet spot of what an infrastructure like say Amazon was originally designed for. So as a principle, we are trying to meet our customers where they're at. From, they want to migrate over some apps and do it cautiously and maybe not change too much about them. And not see that as a constraint or an obstacle to get to all of the, all of the promise and power of, running modern applications in high-scale, highly available. >> Look in many respects, in many respects, cloud is naturally a network-centric compute model. >> Don: Yes. >> By putting more, by not putting network virtualization above the network but putting it into the network, does that also at some point in time give you greater flexibility, the option to bring even more of, >> Don: Absolutely. >> core work that's gone down into the network? So that you can actually start liberating some of the power of a real network computing model. Others can't do that right now. So if you think about it, what kinds of applications might that make possible in the future? Thinking about IOT for example, the ability to use a network model to describe how work gets allocated within a cloud of services? >> Well, I think the, the network ultimately, what you need it to do, there's a few things you need it to do. You need to very reliably and quickly move bits from place a to place b. You need it to it to have the flexibility sort of, as a topology to be able to put things in. And you need it to preserve, privacy and plugability. So the fundamental thing that I see our virtual network supporting and enabling, is basically building up a fabric of services, and letting us say, so everyone runs in a private overlay. We want to make it easy for any provider, ourselves as well as any third party provider, to inject micro-services into your, into your private network. We want to make it easy to be able to bring over traditional security controls, where, you want to, set up bastions and set up taps and be able to introspect you know, do, you know traditional IDS, IPS. So, I see network virtualization really as an enabler of, you know it's providing a fabric that lets you, that gives you great flexibility in wiring things together. I hope that answered your questions. >> So final question for you, what's next? So what's on the, what's the priorities on the to-do list for you guys as you go down, a two point five, a two point one? As they say at Microsoft, never make it an odd, an even number, make it a, you know. Two point one or two point five or three point o. What's next? >> There's a ton of things. So we're building up data centers and new geographies. We're going big. We're going to add a ton of skews. We're going to make bigger things, smaller things, adding, a ton more features really all across the board. So I don't know that I see it as there's a two point five. There's going to a rapid pace. >> So more slew of announcement >> Very similar >> Don: Yes. >> to the cadence we've been seeing at Oracle and Amazon traditionally had started that trend. Larry couldn't even finish the keynote on Sunday because the announcement stream was so large >> No we have a, you'll see a constant string of releases on a, you know, a weekly, monthly, quarterly basis. There's just a ton of stuff coming. We have a ton of features to add. We have a ton of interesting new services to add. >> So the pace is fast. You're running hard? >> Don: The pace is very fast. >> Well, congratulations and looking forward to following you guys and your success. Love the agile mindset. Love to see that cadence of shipping stuff, moving really, really fast and appreciate, >> Alright. >> you spending the time. >> Don: Thank you very much. >> Sharing your insights. The Cube live here at OpenWorld. You're watching The Cube. Back with more live coverage here in San Francisco after this short break. (softly intense techno music)
SUMMARY :
Brought to you by Oracle. for all the latest research the time to come on. But the upgrade if you and all of the characteristics, And almost hardening the top if you will, in the cloud, the ability to manage it. a server in the cloud with a, you know, and so this you know, in terms of sort of, So you let the performance, And these are phenomenally powerful boxes. and let me see if you can all of the promise and power of, cloud is naturally a the ability to use a So the fundamental thing that for you guys as you go all across the board. because the announcement on a, you know, a weekly, So the pace is fast. to following you guys and your success. here in San Francisco
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Prem Balasubramanian and Suresh Mothikuru | Hitachi Vantara: Build Your Cloud Center of Excellence
(soothing music) >> Hey everyone, welcome to this event, "Build Your Cloud Center of Excellence." I'm your host, Lisa Martin. In the next 15 minutes or so my guest and I are going to be talking about redefining cloud operations, an application modernization for customers, and specifically how partners are helping to speed up that process. As you saw on our first two segments, we talked about problems enterprises are facing with cloud operations. We talked about redefining cloud operations as well to solve these problems. This segment is going to be focusing on how Hitachi Vantara's partners are really helping to speed up that process. We've got Johnson Controls here to talk about their partnership with Hitachi Vantara. Please welcome both of my guests, Prem Balasubramanian is with us, SVP and CTO Digital Solutions at Hitachi Vantara. And Suresh Mothikuru, SVP Customer Success Platform Engineering and Reliability Engineering from Johnson Controls. Gentlemen, welcome to the program, great to have you. >> Thank. >> Thank you, Lisa. >> First question is to both of you and Suresh, we'll start with you. We want to understand, you know, the cloud operations landscape is increasingly complex. We've talked a lot about that in this program. Talk to us, Suresh, about some of the biggest challenges and pin points that you faced with respect to that. >> Thank you. I think it's a great question. I mean, cloud has evolved a lot in the last 10 years. You know, when we were talking about a single cloud whether it's Azure or AWS and GCP, and that was complex enough. Now we are talking about multi-cloud and hybrid and you look at Johnson Controls, we have Azure we have AWS, we have GCP, we have Alibaba and we also support on-prem. So the architecture has become very, very complex and the complexity has grown so much that we are now thinking about whether we should be cloud native or cloud agnostic. So I think, I mean, sometimes it's hard to even explain the complexity because people think, oh, "When you go to cloud, everything is simplified." Cloud does give you a lot of simplicity, but it also really brings a lot more complexity along with it. So, and then next one is pretty important is, you know, generally when you look at cloud services, you have plenty of services that are offered within a cloud, 100, 150 services, 200 services. Even within those companies, you take AWS they might not know, an individual resource might not know about all the services we see. That's a big challenge for us as a customer to really understand each of the service that is provided in these, you know, clouds, well, doesn't matter which one that is. And the third one is pretty big, at least at the CTO the CIO, and the senior leadership level, is cost. Cost is a major factor because cloud, you know, will eat you up if you cannot manage it. If you don't have a good cloud governance process it because every minute you are in it, it's burning cash. So I think if you ask me, these are the three major things that I am facing day to day and that's where I use my partners, which I'll touch base down the line. >> Perfect, we'll talk about that. So Prem, I imagine that these problems are not unique to Johnson Controls or JCI, as you may hear us refer to it. Talk to me Prem about some of the other challenges that you're seeing within the customer landscape. >> So, yeah, I agree, Lisa, these are not very specific to JCI, but there are specific issues in JCI, right? So the way we think about these are, there is a common issue when people go to the cloud and there are very specific and unique issues for businesses, right? So JCI, and we will talk about this in the episode as we move forward. I think Suresh and his team have done some phenomenal step around how to manage this complexity. But there are customers who have a lesser complex cloud which is, they don't go to Alibaba, they don't have footprint in all three clouds. So their multi-cloud footprint could be a bit more manageable, but still struggle with a lot of the same problems around cost, around security, around talent. Talent is a big thing, right? And in Suresh's case I think it's slightly more exasperated because every cloud provider Be it AWS, JCP, or Azure brings in hundreds of services and there is nobody, including many of us, right? We learn every day, nowadays, right? It's not that there is one service integrator who knows all, while technically people can claim as a part of sales. But in reality all of us are continuing to learn in this landscape. And if you put all of this equation together with multiple clouds the complexity just starts to exponentially grow. And that's exactly what I think JCI is experiencing and Suresh's team has been experiencing, and we've been working together. But the common problems are around security talent and cost management of this, right? Those are my three things. And one last thing that I would love to say before we move away from this question is, if you think about cloud operations as a concept that's evolving over the last few years, and I have touched upon this in the previous episode as well, Lisa, right? If you take architectures, we've gone into microservices, we've gone into all these server-less architectures all the fancy things that we want. That helps us go to market faster, be more competent to as a business. But that's not simplified stuff, right? That's complicated stuff. It's a lot more distributed. Second, again, we've advanced and created more modern infrastructure because all of what we are talking is platform as a service, services on the cloud that we are consuming, right? In the same case with development we've moved into a DevOps model. We kind of click a button put some code in a repository, the code starts to run in production within a minute, everything else is automated. But then when we get to operations we are still stuck in a very old way of looking at cloud as an infrastructure, right? So you've got an infra team, you've got an app team, you've got an incident management team, you've got a soft knock, everything. But again, so Suresh can talk about this more because they are making significant strides in thinking about this as a single workload, and how do I apply engineering to go manage this? Because a lot of it is codified, right? So automation. Anyway, so that's kind of where the complexity is and how we are thinking, including JCI as a partner thinking about taming that complexity as we move forward. >> Suresh, let's talk about that taming the complexity. You guys have both done a great job of articulating the ostensible challenges that are there with cloud, especially multi-cloud environments that you're living in. But Suresh, talk about the partnership with Hitachi Vantara. How is it helping to dial down some of those inherent complexities? >> I mean, I always, you know, I think I've said this to Prem multiple times. I treat my partners as my internal, you know, employees. I look at Prem as my coworker or my peers. So the reason for that is I want Prem to have the same vested interest as a partner in my success or JCI success and vice versa, isn't it? I think that's how we operate and that's how we have been operating. And I think I would like to thank Prem and Hitachi Vantara for that really been an amazing partnership. And as he was saying, we have taken a completely holistic approach to how we want to really be in the market and play in the market to our customers. So if you look at my jacket it talks about OpenBlue platform. This is what JCI is building, that we are building this OpenBlue digital platform. And within that, my team, along with Prem's or Hitachi's, we have built what we call as Polaris. It's a technical platform where our apps can run. And this platform is automated end-to-end from a platform engineering standpoint. We stood up a platform engineering organization, a reliability engineering organization, as well as a support organization where Hitachi played a role. As I said previously, you know, for me to scale I'm not going to really have the talent and the knowledge of every function that I'm looking at. And Hitachi, not only they brought the talent but they also brought what he was talking about, Harc. You know, they have set up a lot and now we can leverage it. And they also came up with some really interesting concepts. I went and met them in India. They came up with this concept called IPL. Okay, what is that? They really challenged all their employees that's working for GCI to come up with innovative ideas to solve problems proactively, which is self-healing. You know, how you do that? So I think partners, you know, if they become really vested in your interests, they can do wonders for you. And I think in this case Hitachi is really working very well for us and in many aspects. And I'm leveraging them... You started with support, now I'm leveraging them in the automation, the platform engineering, as well as in the reliability engineering and then in even in the engineering spaces. And that like, they are my end-to-end partner right now? >> So you're really taking that holistic approach that you talked about and it sounds like it's a very collaborative two-way street partnership. Prem, I want to go back to, Suresh mentioned Harc. Talk a little bit about what Harc is and then how partners fit into Hitachi's Harc strategy. >> Great, so let me spend like a few seconds on what Harc is. Lisa, again, I know we've been using the term. Harc stands for Hitachi application reliability sectors. Now the reason we thought about Harc was, like I said in the beginning of this segment, there is an illusion from an architecture standpoint to be more modern, microservices, server-less, reactive architecture, so on and so forth. There is an illusion in your development methodology from Waterfall to agile, to DevOps to lean, agile to path program, whatever, right? Extreme program, so on and so forth. There is an evolution in the space of infrastructure from a point where you were buying these huge humongous servers and putting it in your data center to a point where people don't even see servers anymore, right? You buy it, by a click of a button you don't know the size of it. All you know is a, it's (indistinct) whatever that name means. Let's go provision it on the fly, get go, get your work done, right? When all of this is advanced when you think about operations people have been solving the problem the way they've been solving it 20 years back, right? That's the issue. And Harc was conceived exactly to fix that particular problem, to think about a modern way of operating a modern workload, right? That's exactly what Harc. So it brings together finest engineering talent. So the teams are trained in specific ways of working. We've invested and implemented some of the IP, we work with the best of the breed partner ecosystem, and I'll talk about that in a minute. And we've got these facilities in Dallas and I am talking from my office in Dallas, which is a Harc facility in the US from where we deliver for our customers. And then back in Hyderabad, we've got one more that we opened and these are facilities from where we deliver Harc services for our customers as well, right? And then we are expanding it in Japan and Portugal as we move into 23. That's kind of the plan that we are thinking through. However, that's what Harc is, Lisa, right? That's our solution to this cloud complexity problem. Right? >> Got it, and it sounds like it's going quite global, which is fantastic. So Suresh, I want to have you expand a bit on the partnership, the partner ecosystem and the role that it plays. You talked about it a little bit but what role does the partner ecosystem play in really helping JCI to dial down some of those challenges and the inherent complexities that we talked about? >> Yeah, sure. I think partners play a major role and JCI is very, very good at it. I mean, I've joined JCI 18 months ago, JCI leverages partners pretty extensively. As I said, I leverage Hitachi for my, you know, A group and the (indistinct) space and the cloud operations space, and they're my primary partner. But at the same time, we leverage many other partners. Well, you know, Accenture, SCL, and even on the tooling side we use Datadog and (indistinct). All these guys are major partners of our because the way we like to pick partners is based on our vision and where we want to go. And pick the right partner who's going to really, you know make you successful by investing their resources in you. And what I mean by that is when you have a partner, partner knows exactly what kind of skillset is needed for this customer, for them to really be successful. As I said earlier, we cannot really get all the skillset that we need, we rely on the partners and partners bring the the right skillset, they can scale. I can tell Prem tomorrow, "Hey, I need two parts by next week", and I guarantee it he's going to bring two parts to me. So they let you scale, they let you move fast. And I'm a big believer, in today's day and age, to get things done fast and be more agile. I'm not worried about failure, but for me moving fast is very, very important. And partners really do a very good job bringing that. But I think then they also really make you think, isn't it? Because one thing I like about partners they make you innovate whether they know it or not but they do because, you know, they will come and ask you questions about, "Hey, tell me why you are doing this. Can I review your architecture?" You know, and then they will try to really say I don't think this is going to work. Because they work with so many different clients, not JCI, they bring all that expertise and that's what I look from them, you know, just not, you know, do a T&M job for me. I ask you to do this go... They just bring more than that. That's how I pick my partners. And that's how, you know, Hitachi's Vantara is definitely one of a good partner from that sense because they bring a lot more innovation to the table and I appreciate about that. >> It sounds like, it sounds like a flywheel of innovation. >> Yeah. >> I love that. Last question for both of you, which we're almost out of time here, Prem, I want to go back to you. So I'm a partner, I'm planning on redefining CloudOps at my company. What are the two things you want me to remember from Hitachi Vantara's perspective? >> So before I get to that question, Lisa, the partners that we work with are slightly different from from the partners that, again, there are some similar partners. There are some different partners, right? For example, we pick and choose especially in the Harc space, we pick and choose partners that are more future focused, right? We don't care if they are huge companies or small companies. We go after companies that are future focused that are really, really nimble and can change for our customers need because it's not our need, right? When I pick partners for Harc my ultimate endeavor is to ensure, in this case because we've got (indistinct) GCI on, we are able to operate (indistinct) with the level of satisfaction above and beyond that they're expecting from us. And whatever I don't have I need to get from my partners so that I bring this solution to Suresh. As opposed to bringing a whole lot of people and making them stand in front of Suresh. So that's how I think about partners. What do I want them to do from, and we've always done this so we do workshops with our partners. We just don't go by tools. When we say we are partnering with X, Y, Z, we do workshops with them and we say, this is how we are thinking. Either you build it in your roadmap that helps us leverage you, continue to leverage you. And we do have minimal investments where we fix gaps. We're building some utilities for us to deliver the best service to our customers. And our intention is not to build a product to compete with our partner. Our intention is to just fill the wide space until they go build it into their product suite that we can then leverage it for our customers. So always think about end customers and how can we make it easy for them? Because for all the tool vendors out there seeing this and wanting to partner with Hitachi the biggest thing is tools sprawl, especially on the cloud is very real. For every problem on the cloud. I have a billion tools that are being thrown at me as Suresh if I'm putting my installation and it's not easy at all. It's so confusing. >> Yeah. >> So that's what we want. We want people to simplify that landscape for our end customers, and we are looking at partners that are thinking through the simplification not just making money. >> That makes perfect sense. There really is a very strong symbiosis it sounds like, in the partner ecosystem. And there's a lot of enablement that goes on back and forth it sounds like as well, which is really, to your point it's all about the end customers and what they're expecting. Suresh, last question for you is which is the same one, if I'm a partner what are the things that you want me to consider as I'm planning to redefine CloudOps at my company? >> I'll keep it simple. In my view, I mean, we've touched upon it in multiple facets in this interview about that, the three things. First and foremost, reliability. You know, in today's day and age my products has to be reliable, available and, you know, make sure that the customer's happy with what they're really dealing with, number one. Number two, my product has to be secure. Security is super, super important, okay? And number three, I need to really make sure my customers are getting the value so I keep my cost low. So these three is what I would focus and what I expect from my partners. >> Great advice, guys. Thank you so much for talking through this with me and really showing the audience how strong the partnership is between Hitachi Vantara and JCI. What you're doing together, we'll have to talk to you again to see where things go but we really appreciate your insights and your perspectives. Thank you. >> Thank you, Lisa. >> Thanks Lisa, thanks for having us. >> My pleasure. For my guests, I'm Lisa Martin. Thank you so much for watching. (soothing music)
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In the next 15 minutes or so and pin points that you all the services we see. Talk to me Prem about some of the other in the episode as we move forward. that taming the complexity. and play in the market to our customers. that you talked about and it sounds Now the reason we thought about Harc was, and the inherent complexities But at the same time, we like a flywheel of innovation. What are the two things you want me especially in the Harc space, we pick for our end customers, and we are looking it sounds like, in the partner ecosystem. make sure that the customer's happy showing the audience how Thank you so much for watching.
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Prem Balasubramanian and Suresh Mothikuru | Hitachi Vantara: Build Your Cloud Center of Excellence
(soothing music) >> Hey everyone, welcome to this event, "Build Your Cloud Center of Excellence." I'm your host, Lisa Martin. In the next 15 minutes or so my guest and I are going to be talking about redefining cloud operations, an application modernization for customers, and specifically how partners are helping to speed up that process. As you saw on our first two segments, we talked about problems enterprises are facing with cloud operations. We talked about redefining cloud operations as well to solve these problems. This segment is going to be focusing on how Hitachi Vantara's partners are really helping to speed up that process. We've got Johnson Controls here to talk about their partnership with Hitachi Vantara. Please welcome both of my guests, Prem Balasubramanian is with us, SVP and CTO Digital Solutions at Hitachi Vantara. And Suresh Mothikuru, SVP Customer Success Platform Engineering and Reliability Engineering from Johnson Controls. Gentlemen, welcome to the program, great to have you. >> Thank. >> Thank you, Lisa. >> First question is to both of you and Suresh, we'll start with you. We want to understand, you know, the cloud operations landscape is increasingly complex. We've talked a lot about that in this program. Talk to us, Suresh, about some of the biggest challenges and pin points that you faced with respect to that. >> Thank you. I think it's a great question. I mean, cloud has evolved a lot in the last 10 years. You know, when we were talking about a single cloud whether it's Azure or AWS and GCP, and that was complex enough. Now we are talking about multi-cloud and hybrid and you look at Johnson Controls, we have Azure we have AWS, we have GCP, we have Alibaba and we also support on-prem. So the architecture has become very, very complex and the complexity has grown so much that we are now thinking about whether we should be cloud native or cloud agnostic. So I think, I mean, sometimes it's hard to even explain the complexity because people think, oh, "When you go to cloud, everything is simplified." Cloud does give you a lot of simplicity, but it also really brings a lot more complexity along with it. So, and then next one is pretty important is, you know, generally when you look at cloud services, you have plenty of services that are offered within a cloud, 100, 150 services, 200 services. Even within those companies, you take AWS they might not know, an individual resource might not know about all the services we see. That's a big challenge for us as a customer to really understand each of the service that is provided in these, you know, clouds, well, doesn't matter which one that is. And the third one is pretty big, at least at the CTO the CIO, and the senior leadership level, is cost. Cost is a major factor because cloud, you know, will eat you up if you cannot manage it. If you don't have a good cloud governance process it because every minute you are in it, it's burning cash. So I think if you ask me, these are the three major things that I am facing day to day and that's where I use my partners, which I'll touch base down the line. >> Perfect, we'll talk about that. So Prem, I imagine that these problems are not unique to Johnson Controls or JCI, as you may hear us refer to it. Talk to me Prem about some of the other challenges that you're seeing within the customer landscape. >> So, yeah, I agree, Lisa, these are not very specific to JCI, but there are specific issues in JCI, right? So the way we think about these are, there is a common issue when people go to the cloud and there are very specific and unique issues for businesses, right? So JCI, and we will talk about this in the episode as we move forward. I think Suresh and his team have done some phenomenal step around how to manage this complexity. But there are customers who have a lesser complex cloud which is, they don't go to Alibaba, they don't have footprint in all three clouds. So their multi-cloud footprint could be a bit more manageable, but still struggle with a lot of the same problems around cost, around security, around talent. Talent is a big thing, right? And in Suresh's case I think it's slightly more exasperated because every cloud provider Be it AWS, JCP, or Azure brings in hundreds of services and there is nobody, including many of us, right? We learn every day, nowadays, right? It's not that there is one service integrator who knows all, while technically people can claim as a part of sales. But in reality all of us are continuing to learn in this landscape. And if you put all of this equation together with multiple clouds the complexity just starts to exponentially grow. And that's exactly what I think JCI is experiencing and Suresh's team has been experiencing, and we've been working together. But the common problems are around security talent and cost management of this, right? Those are my three things. And one last thing that I would love to say before we move away from this question is, if you think about cloud operations as a concept that's evolving over the last few years, and I have touched upon this in the previous episode as well, Lisa, right? If you take architectures, we've gone into microservices, we've gone into all these server-less architectures all the fancy things that we want. That helps us go to market faster, be more competent to as a business. But that's not simplified stuff, right? That's complicated stuff. It's a lot more distributed. Second, again, we've advanced and created more modern infrastructure because all of what we are talking is platform as a service, services on the cloud that we are consuming, right? In the same case with development we've moved into a DevOps model. We kind of click a button put some code in a repository, the code starts to run in production within a minute, everything else is automated. But then when we get to operations we are still stuck in a very old way of looking at cloud as an infrastructure, right? So you've got an infra team, you've got an app team, you've got an incident management team, you've got a soft knock, everything. But again, so Suresh can talk about this more because they are making significant strides in thinking about this as a single workload, and how do I apply engineering to go manage this? Because a lot of it is codified, right? So automation. Anyway, so that's kind of where the complexity is and how we are thinking, including JCI as a partner thinking about taming that complexity as we move forward. >> Suresh, let's talk about that taming the complexity. You guys have both done a great job of articulating the ostensible challenges that are there with cloud, especially multi-cloud environments that you're living in. But Suresh, talk about the partnership with Hitachi Vantara. How is it helping to dial down some of those inherent complexities? >> I mean, I always, you know, I think I've said this to Prem multiple times. I treat my partners as my internal, you know, employees. I look at Prem as my coworker or my peers. So the reason for that is I want Prem to have the same vested interest as a partner in my success or JCI success and vice versa, isn't it? I think that's how we operate and that's how we have been operating. And I think I would like to thank Prem and Hitachi Vantara for that really been an amazing partnership. And as he was saying, we have taken a completely holistic approach to how we want to really be in the market and play in the market to our customers. So if you look at my jacket it talks about OpenBlue platform. This is what JCI is building, that we are building this OpenBlue digital platform. And within that, my team, along with Prem's or Hitachi's, we have built what we call as Polaris. It's a technical platform where our apps can run. And this platform is automated end-to-end from a platform engineering standpoint. We stood up a platform engineering organization, a reliability engineering organization, as well as a support organization where Hitachi played a role. As I said previously, you know, for me to scale I'm not going to really have the talent and the knowledge of every function that I'm looking at. And Hitachi, not only they brought the talent but they also brought what he was talking about, Harc. You know, they have set up a lot and now we can leverage it. And they also came up with some really interesting concepts. I went and met them in India. They came up with this concept called IPL. Okay, what is that? They really challenged all their employees that's working for GCI to come up with innovative ideas to solve problems proactively, which is self-healing. You know, how you do that? So I think partners, you know, if they become really vested in your interests, they can do wonders for you. And I think in this case Hitachi is really working very well for us and in many aspects. And I'm leveraging them... You started with support, now I'm leveraging them in the automation, the platform engineering, as well as in the reliability engineering and then in even in the engineering spaces. And that like, they are my end-to-end partner right now? >> So you're really taking that holistic approach that you talked about and it sounds like it's a very collaborative two-way street partnership. Prem, I want to go back to, Suresh mentioned Harc. Talk a little bit about what Harc is and then how partners fit into Hitachi's Harc strategy. >> Great, so let me spend like a few seconds on what Harc is. Lisa, again, I know we've been using the term. Harc stands for Hitachi application reliability sectors. Now the reason we thought about Harc was, like I said in the beginning of this segment, there is an illusion from an architecture standpoint to be more modern, microservices, server-less, reactive architecture, so on and so forth. There is an illusion in your development methodology from Waterfall to agile, to DevOps to lean, agile to path program, whatever, right? Extreme program, so on and so forth. There is an evolution in the space of infrastructure from a point where you were buying these huge humongous servers and putting it in your data center to a point where people don't even see servers anymore, right? You buy it, by a click of a button you don't know the size of it. All you know is a, it's (indistinct) whatever that name means. Let's go provision it on the fly, get go, get your work done, right? When all of this is advanced when you think about operations people have been solving the problem the way they've been solving it 20 years back, right? That's the issue. And Harc was conceived exactly to fix that particular problem, to think about a modern way of operating a modern workload, right? That's exactly what Harc. So it brings together finest engineering talent. So the teams are trained in specific ways of working. We've invested and implemented some of the IP, we work with the best of the breed partner ecosystem, and I'll talk about that in a minute. And we've got these facilities in Dallas and I am talking from my office in Dallas, which is a Harc facility in the US from where we deliver for our customers. And then back in Hyderabad, we've got one more that we opened and these are facilities from where we deliver Harc services for our customers as well, right? And then we are expanding it in Japan and Portugal as we move into 23. That's kind of the plan that we are thinking through. However, that's what Harc is, Lisa, right? That's our solution to this cloud complexity problem. Right? >> Got it, and it sounds like it's going quite global, which is fantastic. So Suresh, I want to have you expand a bit on the partnership, the partner ecosystem and the role that it plays. You talked about it a little bit but what role does the partner ecosystem play in really helping JCI to dial down some of those challenges and the inherent complexities that we talked about? >> Yeah, sure. I think partners play a major role and JCI is very, very good at it. I mean, I've joined JCI 18 months ago, JCI leverages partners pretty extensively. As I said, I leverage Hitachi for my, you know, A group and the (indistinct) space and the cloud operations space, and they're my primary partner. But at the same time, we leverage many other partners. Well, you know, Accenture, SCL, and even on the tooling side we use Datadog and (indistinct). All these guys are major partners of our because the way we like to pick partners is based on our vision and where we want to go. And pick the right partner who's going to really, you know make you successful by investing their resources in you. And what I mean by that is when you have a partner, partner knows exactly what kind of skillset is needed for this customer, for them to really be successful. As I said earlier, we cannot really get all the skillset that we need, we rely on the partners and partners bring the the right skillset, they can scale. I can tell Prem tomorrow, "Hey, I need two parts by next week", and I guarantee it he's going to bring two parts to me. So they let you scale, they let you move fast. And I'm a big believer, in today's day and age, to get things done fast and be more agile. I'm not worried about failure, but for me moving fast is very, very important. And partners really do a very good job bringing that. But I think then they also really make you think, isn't it? Because one thing I like about partners they make you innovate whether they know it or not but they do because, you know, they will come and ask you questions about, "Hey, tell me why you are doing this. Can I review your architecture?" You know, and then they will try to really say I don't think this is going to work. Because they work with so many different clients, not JCI, they bring all that expertise and that's what I look from them, you know, just not, you know, do a T&M job for me. I ask you to do this go... They just bring more than that. That's how I pick my partners. And that's how, you know, Hitachi's Vantara is definitely one of a good partner from that sense because they bring a lot more innovation to the table and I appreciate about that. >> It sounds like, it sounds like a flywheel of innovation. >> Yeah. >> I love that. Last question for both of you, which we're almost out of time here, Prem, I want to go back to you. So I'm a partner, I'm planning on redefining CloudOps at my company. What are the two things you want me to remember from Hitachi Vantara's perspective? >> So before I get to that question, Lisa, the partners that we work with are slightly different from from the partners that, again, there are some similar partners. There are some different partners, right? For example, we pick and choose especially in the Harc space, we pick and choose partners that are more future focused, right? We don't care if they are huge companies or small companies. We go after companies that are future focused that are really, really nimble and can change for our customers need because it's not our need, right? When I pick partners for Harc my ultimate endeavor is to ensure, in this case because we've got (indistinct) GCI on, we are able to operate (indistinct) with the level of satisfaction above and beyond that they're expecting from us. And whatever I don't have I need to get from my partners so that I bring this solution to Suresh. As opposed to bringing a whole lot of people and making them stand in front of Suresh. So that's how I think about partners. What do I want them to do from, and we've always done this so we do workshops with our partners. We just don't go by tools. When we say we are partnering with X, Y, Z, we do workshops with them and we say, this is how we are thinking. Either you build it in your roadmap that helps us leverage you, continue to leverage you. And we do have minimal investments where we fix gaps. We're building some utilities for us to deliver the best service to our customers. And our intention is not to build a product to compete with our partner. Our intention is to just fill the wide space until they go build it into their product suite that we can then leverage it for our customers. So always think about end customers and how can we make it easy for them? Because for all the tool vendors out there seeing this and wanting to partner with Hitachi the biggest thing is tools sprawl, especially on the cloud is very real. For every problem on the cloud. I have a billion tools that are being thrown at me as Suresh if I'm putting my installation and it's not easy at all. It's so confusing. >> Yeah. >> So that's what we want. We want people to simplify that landscape for our end customers, and we are looking at partners that are thinking through the simplification not just making money. >> That makes perfect sense. There really is a very strong symbiosis it sounds like, in the partner ecosystem. And there's a lot of enablement that goes on back and forth it sounds like as well, which is really, to your point it's all about the end customers and what they're expecting. Suresh, last question for you is which is the same one, if I'm a partner what are the things that you want me to consider as I'm planning to redefine CloudOps at my company? >> I'll keep it simple. In my view, I mean, we've touched upon it in multiple facets in this interview about that, the three things. First and foremost, reliability. You know, in today's day and age my products has to be reliable, available and, you know, make sure that the customer's happy with what they're really dealing with, number one. Number two, my product has to be secure. Security is super, super important, okay? And number three, I need to really make sure my customers are getting the value so I keep my cost low. So these three is what I would focus and what I expect from my partners. >> Great advice, guys. Thank you so much for talking through this with me and really showing the audience how strong the partnership is between Hitachi Vantara and JCI. What you're doing together, we'll have to talk to you again to see where things go but we really appreciate your insights and your perspectives. Thank you. >> Thank you, Lisa. >> Thanks Lisa, thanks for having us. >> My pleasure. For my guests, I'm Lisa Martin. Thank you so much for watching. (soothing music)
SUMMARY :
In the next 15 minutes or so and pin points that you all the services we see. Talk to me Prem about some of the other in the episode as we move forward. that taming the complexity. and play in the market to our customers. that you talked about and it sounds Now the reason we thought about Harc was, and the inherent complexities But at the same time, we like a flywheel of innovation. What are the two things you want me especially in the Harc space, we pick for our end customers, and we are looking it sounds like, in the partner ecosystem. make sure that the customer's happy showing the audience how Thank you so much for watching.
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Prem Balasubramanian & Suresh Mothikuru
(soothing music) >> Hey everyone, welcome to this event, "Build Your Cloud Center of Excellence." I'm your host, Lisa Martin. In the next 15 minutes or so my guest and I are going to be talking about redefining cloud operations, an application modernization for customers, and specifically how partners are helping to speed up that process. As you saw on our first two segments, we talked about problems enterprises are facing with cloud operations. We talked about redefining cloud operations as well to solve these problems. This segment is going to be focusing on how Hitachi Vantara's partners are really helping to speed up that process. We've got Johnson Controls here to talk about their partnership with Hitachi Vantara. Please welcome both of my guests, Prem Balasubramanian is with us, SVP and CTO Digital Solutions at Hitachi Vantara. And Suresh Mothikuru, SVP Customer Success Platform Engineering and Reliability Engineering from Johnson Controls. Gentlemen, welcome to the program, great to have you. >> Thank. >> Thank you, Lisa. >> First question is to both of you and Suresh, we'll start with you. We want to understand, you know, the cloud operations landscape is increasingly complex. We've talked a lot about that in this program. Talk to us, Suresh, about some of the biggest challenges and pin points that you faced with respect to that. >> Thank you. I think it's a great question. I mean, cloud has evolved a lot in the last 10 years. You know, when we were talking about a single cloud whether it's Azure or AWS and GCP, and that was complex enough. Now we are talking about multi-cloud and hybrid and you look at Johnson Controls, we have Azure we have AWS, we have GCP, we have Alibaba and we also support on-prem. So the architecture has become very, very complex and the complexity has grown so much that we are now thinking about whether we should be cloud native or cloud agnostic. So I think, I mean, sometimes it's hard to even explain the complexity because people think, oh, "When you go to cloud, everything is simplified." Cloud does give you a lot of simplicity, but it also really brings a lot more complexity along with it. So, and then next one is pretty important is, you know, generally when you look at cloud services, you have plenty of services that are offered within a cloud, 100, 150 services, 200 services. Even within those companies, you take AWS they might not know, an individual resource might not know about all the services we see. That's a big challenge for us as a customer to really understand each of the service that is provided in these, you know, clouds, well, doesn't matter which one that is. And the third one is pretty big, at least at the CTO the CIO, and the senior leadership level, is cost. Cost is a major factor because cloud, you know, will eat you up if you cannot manage it. If you don't have a good cloud governance process it because every minute you are in it, it's burning cash. So I think if you ask me, these are the three major things that I am facing day to day and that's where I use my partners, which I'll touch base down the line. >> Perfect, we'll talk about that. So Prem, I imagine that these problems are not unique to Johnson Controls or JCI, as you may hear us refer to it. Talk to me Prem about some of the other challenges that you're seeing within the customer landscape. >> So, yeah, I agree, Lisa, these are not very specific to JCI, but there are specific issues in JCI, right? So the way we think about these are, there is a common issue when people go to the cloud and there are very specific and unique issues for businesses, right? So JCI, and we will talk about this in the episode as we move forward. I think Suresh and his team have done some phenomenal step around how to manage this complexity. But there are customers who have a lesser complex cloud which is, they don't go to Alibaba, they don't have footprint in all three clouds. So their multi-cloud footprint could be a bit more manageable, but still struggle with a lot of the same problems around cost, around security, around talent. Talent is a big thing, right? And in Suresh's case I think it's slightly more exasperated because every cloud provider Be it AWS, JCP, or Azure brings in hundreds of services and there is nobody, including many of us, right? We learn every day, nowadays, right? It's not that there is one service integrator who knows all, while technically people can claim as a part of sales. But in reality all of us are continuing to learn in this landscape. And if you put all of this equation together with multiple clouds the complexity just starts to exponentially grow. And that's exactly what I think JCI is experiencing and Suresh's team has been experiencing, and we've been working together. But the common problems are around security talent and cost management of this, right? Those are my three things. And one last thing that I would love to say before we move away from this question is, if you think about cloud operations as a concept that's evolving over the last few years, and I have touched upon this in the previous episode as well, Lisa, right? If you take architectures, we've gone into microservices, we've gone into all these server-less architectures all the fancy things that we want. That helps us go to market faster, be more competent to as a business. But that's not simplified stuff, right? That's complicated stuff. It's a lot more distributed. Second, again, we've advanced and created more modern infrastructure because all of what we are talking is platform as a service, services on the cloud that we are consuming, right? In the same case with development we've moved into a DevOps model. We kind of click a button put some code in a repository, the code starts to run in production within a minute, everything else is automated. But then when we get to operations we are still stuck in a very old way of looking at cloud as an infrastructure, right? So you've got an infra team, you've got an app team, you've got an incident management team, you've got a soft knock, everything. But again, so Suresh can talk about this more because they are making significant strides in thinking about this as a single workload, and how do I apply engineering to go manage this? Because a lot of it is codified, right? So automation. Anyway, so that's kind of where the complexity is and how we are thinking, including JCI as a partner thinking about taming that complexity as we move forward. >> Suresh, let's talk about that taming the complexity. You guys have both done a great job of articulating the ostensible challenges that are there with cloud, especially multi-cloud environments that you're living in. But Suresh, talk about the partnership with Hitachi Vantara. How is it helping to dial down some of those inherent complexities? >> I mean, I always, you know, I think I've said this to Prem multiple times. I treat my partners as my internal, you know, employees. I look at Prem as my coworker or my peers. So the reason for that is I want Prem to have the same vested interest as a partner in my success or JCI success and vice versa, isn't it? I think that's how we operate and that's how we have been operating. And I think I would like to thank Prem and Hitachi Vantara for that really been an amazing partnership. And as he was saying, we have taken a completely holistic approach to how we want to really be in the market and play in the market to our customers. So if you look at my jacket it talks about OpenBlue platform. This is what JCI is building, that we are building this OpenBlue digital platform. And within that, my team, along with Prem's or Hitachi's, we have built what we call as Polaris. It's a technical platform where our apps can run. And this platform is automated end-to-end from a platform engineering standpoint. We stood up a platform engineering organization, a reliability engineering organization, as well as a support organization where Hitachi played a role. As I said previously, you know, for me to scale I'm not going to really have the talent and the knowledge of every function that I'm looking at. And Hitachi, not only they brought the talent but they also brought what he was talking about, Harc. You know, they have set up a lot and now we can leverage it. And they also came up with some really interesting concepts. I went and met them in India. They came up with this concept called IPL. Okay, what is that? They really challenged all their employees that's working for GCI to come up with innovative ideas to solve problems proactively, which is self-healing. You know, how you do that? So I think partners, you know, if they become really vested in your interests, they can do wonders for you. And I think in this case Hitachi is really working very well for us and in many aspects. And I'm leveraging them... You started with support, now I'm leveraging them in the automation, the platform engineering, as well as in the reliability engineering and then in even in the engineering spaces. And that like, they are my end-to-end partner right now? >> So you're really taking that holistic approach that you talked about and it sounds like it's a very collaborative two-way street partnership. Prem, I want to go back to, Suresh mentioned Harc. Talk a little bit about what Harc is and then how partners fit into Hitachi's Harc strategy. >> Great, so let me spend like a few seconds on what Harc is. Lisa, again, I know we've been using the term. Harc stands for Hitachi application reliability sectors. Now the reason we thought about Harc was, like I said in the beginning of this segment, there is an illusion from an architecture standpoint to be more modern, microservices, server-less, reactive architecture, so on and so forth. There is an illusion in your development methodology from Waterfall to agile, to DevOps to lean, agile to path program, whatever, right? Extreme program, so on and so forth. There is an evolution in the space of infrastructure from a point where you were buying these huge humongous servers and putting it in your data center to a point where people don't even see servers anymore, right? You buy it, by a click of a button you don't know the size of it. All you know is a, it's (indistinct) whatever that name means. Let's go provision it on the fly, get go, get your work done, right? When all of this is advanced when you think about operations people have been solving the problem the way they've been solving it 20 years back, right? That's the issue. And Harc was conceived exactly to fix that particular problem, to think about a modern way of operating a modern workload, right? That's exactly what Harc. So it brings together finest engineering talent. So the teams are trained in specific ways of working. We've invested and implemented some of the IP, we work with the best of the breed partner ecosystem, and I'll talk about that in a minute. And we've got these facilities in Dallas and I am talking from my office in Dallas, which is a Harc facility in the US from where we deliver for our customers. And then back in Hyderabad, we've got one more that we opened and these are facilities from where we deliver Harc services for our customers as well, right? And then we are expanding it in Japan and Portugal as we move into 23. That's kind of the plan that we are thinking through. However, that's what Harc is, Lisa, right? That's our solution to this cloud complexity problem. Right? >> Got it, and it sounds like it's going quite global, which is fantastic. So Suresh, I want to have you expand a bit on the partnership, the partner ecosystem and the role that it plays. You talked about it a little bit but what role does the partner ecosystem play in really helping JCI to dial down some of those challenges and the inherent complexities that we talked about? >> Yeah, sure. I think partners play a major role and JCI is very, very good at it. I mean, I've joined JCI 18 months ago, JCI leverages partners pretty extensively. As I said, I leverage Hitachi for my, you know, A group and the (indistinct) space and the cloud operations space, and they're my primary partner. But at the same time, we leverage many other partners. Well, you know, Accenture, SCL, and even on the tooling side we use Datadog and (indistinct). All these guys are major partners of our because the way we like to pick partners is based on our vision and where we want to go. And pick the right partner who's going to really, you know make you successful by investing their resources in you. And what I mean by that is when you have a partner, partner knows exactly what kind of skillset is needed for this customer, for them to really be successful. As I said earlier, we cannot really get all the skillset that we need, we rely on the partners and partners bring the the right skillset, they can scale. I can tell Prem tomorrow, "Hey, I need two parts by next week", and I guarantee it he's going to bring two parts to me. So they let you scale, they let you move fast. And I'm a big believer, in today's day and age, to get things done fast and be more agile. I'm not worried about failure, but for me moving fast is very, very important. And partners really do a very good job bringing that. But I think then they also really make you think, isn't it? Because one thing I like about partners they make you innovate whether they know it or not but they do because, you know, they will come and ask you questions about, "Hey, tell me why you are doing this. Can I review your architecture?" You know, and then they will try to really say I don't think this is going to work. Because they work with so many different clients, not JCI, they bring all that expertise and that's what I look from them, you know, just not, you know, do a T&M job for me. I ask you to do this go... They just bring more than that. That's how I pick my partners. And that's how, you know, Hitachi's Vantara is definitely one of a good partner from that sense because they bring a lot more innovation to the table and I appreciate about that. >> It sounds like, it sounds like a flywheel of innovation. >> Yeah. >> I love that. Last question for both of you, which we're almost out of time here, Prem, I want to go back to you. So I'm a partner, I'm planning on redefining CloudOps at my company. What are the two things you want me to remember from Hitachi Vantara's perspective? >> So before I get to that question, Lisa, the partners that we work with are slightly different from from the partners that, again, there are some similar partners. There are some different partners, right? For example, we pick and choose especially in the Harc space, we pick and choose partners that are more future focused, right? We don't care if they are huge companies or small companies. We go after companies that are future focused that are really, really nimble and can change for our customers need because it's not our need, right? When I pick partners for Harc my ultimate endeavor is to ensure, in this case because we've got (indistinct) GCI on, we are able to operate (indistinct) with the level of satisfaction above and beyond that they're expecting from us. And whatever I don't have I need to get from my partners so that I bring this solution to Suresh. As opposed to bringing a whole lot of people and making them stand in front of Suresh. So that's how I think about partners. What do I want them to do from, and we've always done this so we do workshops with our partners. We just don't go by tools. When we say we are partnering with X, Y, Z, we do workshops with them and we say, this is how we are thinking. Either you build it in your roadmap that helps us leverage you, continue to leverage you. And we do have minimal investments where we fix gaps. We're building some utilities for us to deliver the best service to our customers. And our intention is not to build a product to compete with our partner. Our intention is to just fill the wide space until they go build it into their product suite that we can then leverage it for our customers. So always think about end customers and how can we make it easy for them? Because for all the tool vendors out there seeing this and wanting to partner with Hitachi the biggest thing is tools sprawl, especially on the cloud is very real. For every problem on the cloud. I have a billion tools that are being thrown at me as Suresh if I'm putting my installation and it's not easy at all. It's so confusing. >> Yeah. >> So that's what we want. We want people to simplify that landscape for our end customers, and we are looking at partners that are thinking through the simplification not just making money. >> That makes perfect sense. There really is a very strong symbiosis it sounds like, in the partner ecosystem. And there's a lot of enablement that goes on back and forth it sounds like as well, which is really, to your point it's all about the end customers and what they're expecting. Suresh, last question for you is which is the same one, if I'm a partner what are the things that you want me to consider as I'm planning to redefine CloudOps at my company? >> I'll keep it simple. In my view, I mean, we've touched upon it in multiple facets in this interview about that, the three things. First and foremost, reliability. You know, in today's day and age my products has to be reliable, available and, you know, make sure that the customer's happy with what they're really dealing with, number one. Number two, my product has to be secure. Security is super, super important, okay? And number three, I need to really make sure my customers are getting the value so I keep my cost low. So these three is what I would focus and what I expect from my partners. >> Great advice, guys. Thank you so much for talking through this with me and really showing the audience how strong the partnership is between Hitachi Vantara and JCI. What you're doing together, we'll have to talk to you again to see where things go but we really appreciate your insights and your perspectives. Thank you. >> Thank you, Lisa. >> Thanks Lisa, thanks for having us. >> My pleasure. For my guests, I'm Lisa Martin. Thank you so much for watching. (soothing music)
SUMMARY :
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Yves Sandfort, Comdivision Group | CloudNativeSecurityCon 23
(rousing music) >> Hello everyone. Welcome back to "theCUBE's" day one coverage of Cloud Native Security Con 23. This is going to be an exciting panel. I've got three great guests. I'm Lisa Martin, you know our esteemed analysts, John Furrier, and Dave Vellante well. And we're excited to welcome to "theCUBE" for the first time, Yves Sandfort, the CEO of Comdivision Group, who's coming to us from Germany. As you know, Cloud Native Security Con is a global event. Everyone welcome Yves, great to have you in particular. Welcome to "theCUBE." >> Great to be here. >> Thank you for inviting me. >> Yves, tell us a little bit, before we dig into really wanting to understand your perspectives on the event and get Dave and John's feedback as well, tell us a little bit about you. >> So yeah, talking about me, or talking about Comdivision real quick. We are in the business for over 27 years already. We started as a SaaS company, then became more like an architecture and, and Cloud Native company over the last few years. But what's interesting is, and I think that's, that's, that's really interesting when we look at our industry. It hasn't really, the requirements haven't really changed over the years. It's still security. We still have to figure out how we deal with security. We still have to figure out how we deal with compliance and everything else. And I think therefore, it's more and more important that we take these items more seriously. Also, based on the fact that when we look at it, how development and other things happen nowadays, it's, it's, everybody says it's like open source. It's great because everybody can look into the code. We, I think the last few years have shown us enough example that that's not necessarily solving all the issues, but it's also code and development has changed rapidly when we look at the Cloud Native approach, where it's far more about gluing the pieces together, versus the development pieces. When I was actually doing software development 25 years ago, and had to basically build my code because I didn't have that much internet access for it. So it has evolved, but even back then we had to deal with security and everything. >> Right. The focus on security is, is incredibly important, and the focus keeps growing as you mentioned. This is, guys, and I want to get your perspectives on this. We're going to start with John. This is the first time Cloud Native Security Con is its own event being extracted from, and amplified from KubeCon. John, I want to understand from your perspective, break down the event, what you see, what you've heard, and Cloud Native Security in general. What does this mean to companies? What does it mean to customers? Is this a reality? >> Well, I think that's the topic we want to discuss, and I think Yves background, you see the VMware certification, I love that. Because what VMware did with virtualization, was abstract that from server virtualization, kind of really changed the game on things, and you start to see Cloud Native kind of go that next level of how companies will be operating their business, not just digital transformation, as digital transformation goes to completion, it's total business transformation where IT is everywhere. And so you're starting to see the trends where, "Okay, that's happening." Now you're starting to see, that's Cloud Native Con, or KubeCon, AWS re:Invent, or whatever show, or whatever way you want to look at it. But in, in the past decade, past five years, security has always been front and center as almost a separate thing, and, in and of itself, but the same thing. So you're starting to see the breakout of security conversations around how to make things work. So a lot of operational conversations around what used to be DevOps makes infrastructure as code, and that was great, that fueled that. Then DevSecOps came. So the Cloud Native next level, is more application development at scale, developers driving the standards with developer first thinking, shifting left, I get all that. But down in the lower ends of the stack, you got real operational issues. DNS we've heard in the keynote, we heard about the Colonel, the Lennox Colonel. Things that need to be managed and taken care of at a security level. These are like, seem like in the weeds, but you're starting to see that happen. And the other thing that I think's real about Cloud Native Security Con that's going to be interesting to watch, is Amazon has pretty much canceled all their re:Invent like shows except for two; Re:Invent, which is their annual conference, and Re:Inforce, which is dedicated to securities. So Cloud Native, Linux, the Linux Foundation has now breaking out Cloud Native Con and KubeCon, and now Cloud Native Security Con. They can't call it KubeCon because it's not Kubernetes, but it's like security focus. I think this is the beginning of starting to see this new developer driving, developers driving the standards, and it has it implications, what used to be called IT ops, and that's like the VMwares of the world. You saw all the stuff that was not at developer focus, but more ops, becoming much more in the application. So I think, I think it's real. The question is where does it go? How fast does it develop? So to me, I think it's a real trend, and it's worthy of a breakout, but it's not yet clear of where the landing zone is for people to start doing it, how they get started, what are the best practices. Machine learning's going to be a big part of this. So to me it's totally cool, but I'm not yet seeing the beachhead. So that's kind of my take. >> Dave, our inventor and host of breaking analysis, what's your take? >> So when you, I think when you zoom out, there's some, there's a big macro change that's been going on. I think when you look back, let's say 10, 12 years ago, the, the need for speed far trumped the, the, the security aspect, the governance, the data privacy. It was like, "Yeah, the risks, they're not that great compared to our opportunity." That has completely changed because the risks are now so much higher. And so what's happening, I think there's a, there's a major effort amongst CIOs and CISOs to try to make security not a blocker because it use to be, it still is. "Okay, I got this great initiative." Eh, give it to the SecOps pros, and let them take it for a while before we can go to market. And so a huge challenge now is to simplify, automate, AI comes in, the whole supply chain security, so the, so the companies can not be facing so much friction. And that is non-trivial. I don't think we're anywhere close there, but I think the goal is by, within the next several years, we're going to be in a position, that security, we heard today, is, wasn't designed in to the initial internet protocols. It was bolted on. And so increasingly, the fundamental architecture of the internet, the Cloud, et cetera, is, is seeing designed in security, and, and that is an imperative, or else business is going to come to a grinding halt. >> Right. It's no longer, the bolt no longer works. Yves, what's your perspective on Cloud Native Security, where it stands today? What's in it for customers, whether we're talking about banks, or hospitals, or retailers, what do you think? >> I think when we, when we look at security in the, in the modern world, is we need to as, as Dave mentioned, we need to rethink how we apply it. Very often, security in the past has been always bolted on in the end. If we continue to do that, it'll become more and more difficult, because as companies evolve, and as companies want to bring products and software to market in a much faster and faster way, it's getting more and more difficult if we bolt on the security process at the end. It's like, developers build something and then someone checks security. That's not going to work any longer. Especially if we also consider now the changes in the industry. We had Stack Overflow over the last 10 years. If I would've had Stack Overflow 15, 20, what, 25 years ago when I was a developer, it would've changed a hell lot. Looking at it now, and looking at it what we had in the last few weeks, it's like where nearly all of my team members say is like finally I don't need any script kiddies anymore because I can't go to (indistinct) who writes the code for me. Which is on one end great, because it enables us to solve certain problems in a much higher pace. But the challenge with that is, if the people who just copy and past that code, don't understand the implications of that code, we have a much higher risk continuously. And what people thought was, is challenging with Stack Overflow. Imagine that something in one of these AI engines, is actually going ballistic, and it creates holes in nearly every one of these applications. And trust me, there will be enough developers who are going to use these tools to develop codes, the same as students in university are going to take this to write their essays and everything else. And so it's really important that every developer team basically has a security person within their team, and not a security at the end. So we build something, we check it, go through QA, and then it goes to security. Security needs to be at the forefront. And I think that's where we see Cloud Native Security Con, where we see AWS. I saw it during re:Invent already where they said is like, we have reinforced next year. I think this becomes more and more of a topic, and I think companies, as much as it is become a norm that you have a firewall and everything else, it needs to become a norm that when you are doing software development, and every development team needs to have a security person on that needs to be trained. >> I love that chat comment Dave, 'cause you and I were talking about this. And I think that is going to be the issue. Do we need security chat for the chat bot? And there's like a, like a recursive model there. The biases are built in. I think, and I think our interview with the Palo Alto Network's co-founder, Dave, when he talked about zero trust as a structured way to start things, but he was referencing that with Cloud, there's a chance to rethink or do a do-over in security. So, I think this is kind of to me, where this is all going. And I think you asked Pat Gelsinger what, year 2013, 2014, can, is security a do over? I think we're in that do over time. >> He said yes. >> He said yes. (laughing) He was right. But yeah, eight years later... But this is, how do you, zero trust gives you some structure, but how do you organize and redo security? Because to me, I think that's what's happening here. >> And John you heard, Zuk at Palo Alto Network said, "Yeah, the, the words security and architecture, they don't go together historically." And so it is a total, total retake. >> Well is that because there's too many tools out there and- >> Yeah. For sure. >> Yeah, well, first of all, a lot of hardware. And then yeah, a lot of tools. You even see IIOT and industry 40, you see IOT security coming up as another stove pipe, and that's not the right approach. And, and so- >> Well let me, let me ask you a question Dave, and Yves, if you don't mind. 'Cause I was just riffing on this yesterday about this. In the ML space, you're seeing the ML models, you're seeing proprietary models versus open source. Is security going to go down this proprietary security methods and open source? Because that's interesting, because the CNCF is run by the the Linux Foundation. So you can almost maybe see a model where there's more proprietary security methods than open source. Or is it, is that a non-issue? >> I would, I would, let me, if I, if I jump in here first, I think the last, especially last five or 10 years have clearly shown the, the whole and, and I invested early on in the, in the end 90s in several open source startups in the Bay area. So, I'm well behind the whole open source idea and, and mid (indistinct) and others back then several times. But the point is, I think what we have seen is open source is not in general, more secure or less secure, because code is too complex nowadays. You have millions of lines of code, and it's not that either one way or the other is going to solve it. The ways I think we are going to look at it is more is what's the role to market, because only because something is open source doesn't necessarily mean it's going to be available for everyone. And the same for proprietary source from that perspective, even though everybody mixes licensing and payments and all that all the time, but it doesn't necessarily have anything to do with it. But I think as we are going through it, and when we also look at the industry, security industry over the last 10 plus years has been primarily hardware focused. And a lot of these vendors have done a good business out of selling hardware boxes, putting software on top of it. Whereas in reality, those were still X86 standard boxes in the end. So it was not that we had specific security ethics or anything like that in there anymore. And so overall, the question of the market is going to change. And as we are looking into Cloud Native, think about someone like an AWS, do you really envision them to have a hardware box of every supplier in their data center, and that in every availability zone in every region? Same for Microsoft, same for Google, etc? So we need to have new ways on how we can apply security. And that applies both on the backend services, but also on the front end side. >> And if I, and if I could chime in, I think the, the good, I think the answer is, is, is no and yes. And what I mean by that is if you take, antivirus and known malware, I mean pretty much anybody today can, can solve that problem, it's the unknown malware. So I think the yes part of the answer is yes, it's, it's going to be proprietary, but in the sense we're going to use open source tooling, and then apply that in a proprietary way with, with specific algorithms and unique architectures that are going to solve problems. For example, XDR with, with unknown malware. So, and that's the, that's the hard part. As somebody said, I think this morning at the keynote, it's, it's all the stuff that, that the SecOps team couldn't find. That's the really hard part. >> (laughs) Well the question will be will, is the new IP, the ability to feed ChatGPT some magical spelled insertion query string that does the job, that's unique, that might be the new IP, the the question to ask. >> Well, that's what the hackers are going to do. And I, they're on offense. (John laughs) And the offense knows what play is coming. So, they're going to start. >> So guys, let's take this conversation up a level. I want to get your perspectives on what's in this for me as a customer? We know security is a board level conversation. We talk about this all the time. We also know that they're based on, I think David, was the conversations that you and I had, with Palo Alto Networks at Ignite in December. There's a, there's a lack of alignment between the executives and the board from a security perspective. When we talk about Cloud Native Security, we all talked about the value in that, what's in it for customers? I want to get your perspectives on should this be a board level conversation, and if so, how do you advise organizations, whether it is a hospital, or a bank, or an organization that is really affected by things like ransomware? How should they be thinking about this from an organizational perspective? >> Well, I'll start first, because we had this conversation during our Super Cloud event last month, and this comes up a lot. And this is, the CEO board level. Yes it is a board level conversation for security, as is application development as in terms of transforming their business to be competitive, not to be on the wrong side of history with this wave coming. So I think that's more of a management. But the issue is, they tell their people, "Go do it." And they're like, 'cause they get sold on the idea of, "Hey, won't you transform your business, and everything's going to be data driven, and machine learning's going to power your apps, get new customers, be profitable." "Oh, sign me up for that." When you have to implement this, it's really hard. And I think the core issue is, where are companies in their life cycle of the ability to execute and architect this thing properly as Dave said, Nick Zuk said, "You can't have architecture and security, you need platforms." So, I think the re-platforming, and the re-factoring of business is a big factor, and that's got to get down into the, the organizational shifts and the people to do it. So are there skills? Do I do a managed service? How do I architect it? Are there more services? Are there developers doing applications that are going to be more agile? So, this is not an easy thing. And to move a business from IT operations that is proven, to be positioned for this enablement, is just really difficult. And it's expensive. And if you screw it up, you could be, could be on the wrong side of things. So, to me, that's the big issue is, you sell the dream and then you got to implement it. And that's really difficult. >> Yves, give us your perspective on, based on John's comments, how do organizations shift so dramatically? There's a cultural element there as well, but there's also organizations that are, have competitive competitors in the rear view mirror, and there's time to waste. What are your thoughts on that? >> I think that's exactly the point. It's like, as an organization, you need to take the decision between the time, the risk, and all the other elements we have into this game. Because you can try to achieve 100% security, but that's exactly the same as trying to, to protect gold or anything else 100%. It's most likely not going to be from a risk perspective anyway sensible. And that's the same from a corporational perspective. When you look at building new internet services, or IOT services, or any kind of new shopping experience or whatever else, you need to balance out between the risks and the advantages out of it. And you also need to be accepting that you potentially on the way make mistakes, but then it's more important than ever that you are able to quickly fix any mistakes, and to adjust to anything what's happening in the market. Because as we are building all these new Cloud Native applications, and build up all these skill sets, one of the big scenarios is we are far more depending on individual building blocks. These building blocks come out of open source communities, which have a much different way. When we look back in software development, back then we had application servers from Oracle, Web Logic, whatsoever, they had a release cycles of every three to six months. As now we have to deal with open source, where sometimes release cycles are on a four week schedule, in between security patches. So you need to be much faster in adopting that, checking that, implementing that, getting things to work. So there is a security stretch from that perspective. There is a speech stretch on the other thing companies have to deal with, and on the other side it's always a measurement between the risk, and the security you can afford. Because reality is, you will not be 100% protected no matter what you do. So, you need to balance out what you as an organization can actually build on. But I think, coming back also to the point, it's on the bot level nowadays. It's like nearly every discussion we have with companies nowadays as they move into the Cloud, especially also here in Europe where for the last five years, it was always, it's like "It's data privacy." Data privacy is no longer, I mean, yes, for certain people, it's still the point, but for many more people it's like, "How protected is my data?" "What do we do in case of ransomware attack?" "What do we do in case of a denial of service?" All of these things become more vulnerable, where in the past you were discussing these things with a becking page, or, or like a stock exchange. They were, it's like, "What the hell is going to happen if we have a denial of service?" Now all of the sudden, this now affects nearly everyone in their storefronts and everything else, because everything is depending on it. >> Yeah, I think you're right on. You think about how cultural change occurs, it's bottom ups or, bottom up, top down or middle out. And what, what's happened with security is the people in the security team cared about it, they were the, everybody said, "Oh, it's their problem." And then it just did an end run to the board, kind of mid, early last decade. And then the board sort of pushed that down. And the line of business is realizing, "Holy cow. My business, my EBIT can be dramatically affected by this, so I care." Now it's this whole house, cultural team sport. I know it's sort of a, a cliche, but it, it's true. Everybody actually is beginning to care about security because the risks are now so high, and it's going to affect not only the bottom line of the company, the bottom line of the business, their job, it's, it's, it's virtually everywhere. It's a huge cultural shift that we're seeing. >> And that's a big challenge for organizations in any industry. And Yves, you talked about ransomware service. Every industry across the globe is vulnerable to this. But how can, maybe John, we'll start with you. How can Cloud Native Security help organizations if they're able to embrace it, operationally, culturally, dial down some of the vulnerabilities that just seem to keep growing? >> Well, I mean that's the big question. The breaches are, are critical. The governances also could be a way that anchors down growth. So I think the balance between the governance compliance piece of it is key, but making the developers faster and more productive is the key to me. And I think having the security paradigm where they're not blockers, as Dave said, is critical. So I love the whole shift left, but now that we have more data focused initiatives around how that, you can use data to understand the security issues, I think data and security are together, and I think there's a going to be a data operating system model emerging, where data and security will be almost one thing. And that will be set up by the security teams, and the data teams together. And that will feed guardrails into the developer environment. So the developer should feel no pain at all in doing this. So I think the best practice will end up being what we're seeing with supply chain, security, with making sure code's verified. And you're going to see the container, security side completely address has been, and KubeCon, we just, I asked Scott Johnson, the CEO of Docker, and I asked him directly, "Are you guys all tight on container security?" He said, yes, but other people are suggesting that's not true. There's a lot of issues with the container security. So, there's all kinds of areas where there's holes. So Cloud Native is cool on one hand, and very relevant, but if it's not shored up, it's going to be a problem. But I, so I think that's where the action will be, at the developer pipeline, in the containers, and the data. So, that will be very relevant, and if companies nail that, they'll be faster, they'll have better apps, and that'll be the differentiator. And again, if they don't on this next wave, they're going to be driftwood. >> Dave, how do they prevent becoming driftwood? >> Well, I think Cloud has had a huge impact. And a Cloud's by no means a panacea, but let's face it, it's dramatically improved a lot of companies security posture. Now there's still that shared responsibility. Even though an S3 bucket is encrypted, it's still your responsibility to make sure that it doesn't get decrypted by somebody who has access to it. So there are things like that, but to Yve's earlier point, that can be, that's done through software now, it's done through best practices. Those best practices can be shared. So the way you, you don't become driftwood, is you start to, you step back, rethink that security architecture as we were talking about earlier, take advantage of the Cloud, take advantage of Cloud Native, and all the, the rapid pace of innovation that's occurring there, and you don't use, it's called before, The audit is the last line of defense. That's no longer a check box item. "Oh yeah, we're in compliance." It's, this is a business imperative, and because we're going to reduce our expected loss and reduce our business risk. That's part of the business case today. >> Yeah. >> It's a huge, critically important part of the business case. Yves, question for you. If you're in an elevator with a CEO, a CFO, and a CISO, and they're talking about security and Cloud Native Security, what's your value proposition to them on a, on a say a 32nd elevator ride? >> Difficult story. I think at the moment, the most important part is, we need to get people to work together, and we need to train people to work more much better together. I think that's the overall most important part for all of these solutions, because in the end, security is always a person issue. If, we can have the best tools in the industry, as long as we don't get all of these teams to work together, then we have a problem. If the security team is always seen as the end of the solution to fix everything, that's not going to work because they always are the bad guys in the game. And so we need to bring the teams together. And once we have the teams work together, I think we have a far better track on, on maintaining security. >> John and Dave, I want to get your perspectives on what Yves just said. In all the experience that the two of you have as industry analysts here on "theCUBE," Wikibon, Siliconangle Media. How do you advise organizations to get those teams together? As Eve said, that alignment is critical, but John, we'll start with you, then Dave go to you. What's your advice for organizations that need to align those teams and really don't have a lot of time to wait to do it? >> (chuckling) That's a great question. I think, I think that's everyone pays hundreds of thousands of millions of dollars to get that advice from these consultants, organizations out there doing the transformations. But I think it comes down to personnel and commitment. I think if there's a C-level commitment to the effort, you'll see the institutional structure change. So you can see really getting behind it with their, with their wallet and their, and their support of either getting more personnel to support and assist, or manage services, or giving the power to the teams to execute and doing it in a way that, that's, that's well known and best practices. Start small, build out the pilots, build the platform, and then start getting it right. And I think that's the key. Not the magic wand, the old model of rolling out stuff in, in six month cycles. It's really, get the proof points, double down and change the culture, but also execute and have real metrics. And changing the architecture, like having more penetration tests as a service. Doing pen tests is like a joke now. So that doesn't make any sense. You got to have that built in almost every day, and every minute. So, these kinds of new techniques have to be implemented and have to be tried. So that's why these communities are growing. That's why I like what open source has been doing, and I like the open source as the place to have these conversations, because that's where the action will be for new stuff. And I think people will implement open source like they did before, but with different ways, better testing, better supply chain on the software side, verifying code. So, I see open source actually getting a tailwind from this, not a headwind. So, I'm bullish on the open source piece here on, on all levels, machine learning- >> Lisa, my answer is intramural sports. And it's 'cause I think it's cultural. And what I mean by that, is you take your your best and brightest security, and this is what frankly, a lot of CISOs do, an examples is Lena Smart, MongoDB. Take your best and brightest security pros, make them captains of the intramural teams, and pair them up with pods of individuals across the organization, which is most people who don't know anything about security, and put them together, so that they can, they, so that the folks that understand security can, can realize how little people know, what, what, what, how, what the worst practices that are out there in the reverse, how they can cross pollinate. And they do that on a regular basis, I know at Mongo and other companies. And that kind of cultural assimilation is a starting point for how you get security awareness up to your question around making it a team sport. >> Absolutely critical. Yves, I want to kind of wrap things with you. We've got a couple of minutes left. When you're really looking at the Cloud Native community, the growth of it, we talked about earlier in the program, Cloud Native Security Con being now extracted and elevated out of KubeCon, what are your thoughts on the groundswell that this community is generating around Cloud Native Security, the benefits that organizations will achieve from it? >> I think overall, when we have these securities conferences, or these security arms a bit spread out and separated out of the main conference, it helps to a certain degree, because especially in the security space, when you look at at other like black hat or white hat conferences and things like that in the past, although they were not focused on Cloud Native, a lot of these security folks didn't feel well taken care of in any of the other conferences because they were always these, it's like they are always blocking us, they're always making us problems, and all these kinds of things. Now that we really take the Cloud Native piece and the security piece together, or like AWS does it with re:Inforce, I think we will see more and more that people understand is that security is a permanent topic we need to cover, but we need to bring different people together, because security also has compliance and a lot of other components in there. So we will see at these conferences moving forward, also a different audience. It's not going to be only the Cloud Native developers. And if I see some of these security audiences, I can't really imagine them to really be at KubeCon because there is too much other things going on. And you couldn't really see much of that at re:Invent because re:Invent by itself has become a complete monster of a conference. It covers too many topics. And so having this very, very important security piece separated, also gives the opportunity, I think, that we can bring in the security people, but also have the type of board level discussions potentially, between the leaders of the industry, to also discuss on how we can evolve, how we can make things better, and how, how we can actually, yeah, evolve our industry for it. Because let's face it, that threat is not going to go away. It's, it's a business. And one of the last security conferences I was on, on the ransomware part, it was one of the topics someone said is like, "Look, currently on average, it takes a hacker group roughly around they said 15 to 20 K to break into a company, and they on average make 100K. It's a business, let's face it. And it's a business we don't like. And ethically, it's no discussion that this is not good, but that's something which is happening. People are making money with it. And as long as that's going to go on, and we have enough countries where these people can hide, it's going to stay and survive. And so, with that being said, it's important for us to really build an industry around this. But I also think it's good that we have separate conferences. In the past we had more the RSA conference, which tried to cover all of these areas. But that is not really fitting Cloud Native and everything else. So I think it's good that we have these new opportunities, the Cloud Native one, but also what AWS brings up for someone. >> Yves, you just nailed it. It just comes down to simple math. It's a fraction. Revenue over cost. And if you could increase the hacker's cost, increase the denominator, their ROI will go down. And that is the game. >> Great point, Dave. What I'm hearing guys, and we can talk about technology for days and days. I know all of you. But there's, there's a big component that, that the elevation of Cloud Native Security, on its own as standalone is critical, as is the people component. You guys all talked about that. We talked about the cultural change necessary for that. Hopefully what we're seeing with Cloud Native Security Con 23, this first event is going to give us more insight over the next couple of days, and the next months or so, as to how this elevation, and how the people can come together to really help organizations from a math perspective as, as Dave talked about, really dial down the risks there, understand more of the vulnerabilities so that ransomware as a service is not as lucrative as it is today. Guys, so much appreciate your time, really breaking down Cloud Native Security, the value in it from different perspectives, and what your thoughts are on where it's going. Thanks so much for your time. >> All right. Thanks. >> Thanks, Lisa. >> Thank you. >> Thanks, Yves. >> All right. For my guests, I'm Lisa Martin. You're watching theCUBE's day one coverage of Cloud Native Security Con 23. Thanks for watching. (rousing music)
SUMMARY :
the CEO of Comdivision Group, perspectives on the event We are in the business and the focus keeps and that's like the VMwares of the world. And so increasingly, the the bolt no longer works. and not a security at the end. And I think that is going to be the issue. Because to me, I think And John you heard, Zuk and that's not the right approach. because the CNCF is run by and all that all the time, that the SecOps team couldn't find. is the new IP, the ability to feed ChatGPT And the offense knows what play is coming. between the executives and the board and the people to do it. and there's time to waste. and the security you can afford. And the line of business is realizing, that just seem to keep growing? is the key to me. The audit is the last line of defense. of the business case. because in the end, security that the two of you have or giving the power to the teams so that the folks that the growth of it, and the security piece together, And that is the game. and how the people can come together All right. of Cloud Native Security Con 23.
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Pure Storage The Path to Sustainable IT
>>In the early part of this century, we're talking about the 2005 to 2007 timeframe. There was a lot of talk about so-called green it. And at that time there was some organizational friction. Like for example, the line was that the CIO never saw the power bill, so he or she didn't care, or that the facilities folks, they rarely talked to the IT department. So it was kind of that split brain. And, and then the oh 7 0 8 financial crisis really created an inflection point in a couple of ways. First, it caused organizations to kind of pump the brakes on it spending, and then they took their eye off the sustainability ball. And the second big trend, of course, was the cloud model, you know, kind of became a benchmark for it. Simplicity and automation and efficiency, the ability to dial down and dial up capacity as needed. >>And the third was by the end of the first decade of the, the two thousands, the technology of virtualization was really hitting its best stride. And then you had innovations like flash storage, which largely eliminated the need for these massive farms of spinning mechanical devices that sucked up a lot of power. And so really these technologies began their march to mainstream adoption. And as we progressed through the 2020s, the effect of climate change really come into focus as a critical component of esg. Environmental, social, and governance. Shareholders have come to demand metrics around sustainability. Employees are often choosing employers based on their ESG posture. And most importantly, companies are finding that savings on power cooling and footprint, it has a bottom line impact on the income statement. Now you add to that the energy challenges around the world, particularly facing Europe right now, the effects of global inflation and even more advanced technologies like machine intelligence. >>And you've got a perfect storm where technology can really provide some relief to organizations. Hello and welcome to the Path to Sustainable It Made Possible by Pure Storage and Collaboration with the Cube. My name is Dave Valante and I'm one of the host of the program, along with my colleague Lisa Martin. Now, today we're gonna hear from three leaders on the sustainability topic. First up, Lisa will talk to Nicole Johnson. She's the head of Social Impact and Sustainability at Pure Storage. Nicole will talk about the results from a study of around a thousand sustainability leaders worldwide, and she'll share some metrics from that study. And then next, Lisa will speak to AJ Singh. He's the Chief Product Officer at Pure Storage. We've had had him on the cube before, and not only will he share some useful stats in the market, I'll also talk about some of the technology innovations that customers can tap to address their energy consumption, not the least of which is ai, which is is entering every aspect of our lives, including how we deal with energy consumption. And then we'll bring it back to our Boston studio and go north of Italy with Mattia Ballero of Elec Informatica, a services provider with deep expertise on the topic of sustainability. We hope you enjoyed the program today. Thanks for watching. Let's get started >>At Pure Storage, the opportunity for change and our commitment to a sustainable future are a direct reflection of the way we've always operated and the values we live by every day. We are making significant and immediate impact worldwide through our environmental sustainability efforts. The milestones of change can be seen everywhere in everything we do. Pure's Evergreen Storage architecture delivers two key environmental benefits to customers, the reduction of wasted energy and the reduction of e-waste. Additionally, Pure's implemented a series of product packaging redesigns, promoting recycled and reuse in order to reduce waste that will not only benefit our customers, but also the environment. Pure is committed to doing what is right and leading the way with innovation. That has always been the pure difference, making a difference by enabling our customers to drive out energy usage and their data storage systems by up to 80%. Today, more than 97% of pure arrays purchased six years ago are still in service. And tomorrow our goal for the future is to reduce Scope three. Emissions Pure is committing to further reducing our sold products emissions by 66% per petabyte by 2030. All of this means what we said at the beginning, change that is simple and that is what it has always been about. Pure has a vision for the future today, tomorrow, forever. >>Hi everyone, welcome to this special event, pure Storage, the Path to Sustainable it. I'm your host, Lisa Martin. Very pleased to be joined by Nicole Johnson, the head of Social Impact and Sustainability at Pure Storage. Nicole, welcome to the Cube. Thanks >>For having me, Lisa. >>Sustainability is such an important topic to talk about and I understand that Pure just announced a report today about sustainability. What can you tell me what nuggets are in this report? >>Well, actually quite a few really interesting nuggets, at least for us. And I, I think probably for you and your viewers as well. So we actually commissioned about a thousand sustainability leaders across the globe to understand, you know, what are their sustainability goals, what are they working on, and what are the impacts of buying decisions, particularly around infrastructure when it comes to sustainable goals. I think one of the things that was really interesting for us was the fact that around the world we did not see a significant variation in terms of sustainability being a top priority. You've, I'm sure you've heard about the energy crisis that's happening across Europe. And so, you know, there was some thought that perhaps that might play into AMEA being a larger, you know, having sustainability goals that were more significant. But we actually did not find that we found sustainability to be really important no matter where the respondents were located. >>So very interesting at Pure sustainability is really at the heart of what we do and has been since our founding. It's interesting because we set out to make storage really simple, but it turns out really simple is also really sustainable. And the products and services that we bring to our customers have really powerful outcomes when it comes to decreasing their, their own carbon footprints. And so, you know, we often hear from customers that we've actually really helped them to significantly improve their storage performance, but also allow them to save on space power and cooling costs and, and their footprint. So really significant findings. One example of that is a company called Cengage, which is a global education technology company. They recently shared with us that they have actually been able to reduce their overall storage footprint by 80% while doubling to tripling the performance of their storage systems. So it's really critical for, for companies who are thinking about their sustainability goals, to consider the dynamic between their sustainability program and their IT teams who are making these buying decisions, >>Right? Those two teams need to be really inextricably linked these days. You talked about the fact that there was really consistency across the regions in terms of sustainability being of high priority for organizations. You had a great customer story that you shared that showed significant impact can be made there by bringing the sustainability both together with it. But I'm wondering why are we seeing that so much of the vendor selection process still isn't revolving around sustainability or it's overlooked? What are some of the things that you received despite so many people saying sustainability, huge priority? >>Well, in this survey, the most commonly cited challenge was really around the fact that there was a lack of management buy-in. 40% of respondents told us this was the top roadblock. So getting, I think getting that out of the way. And then we also just heard that sustainability teams were not brought into tech purchasing processes until after it's already rolling, right? So they're not even looped in. And that being said, you know, we know that it has been identified as one of the key departments to supporting a company sustainability goals. So we, we really want to ensure that these two teams are talking more to each other. When we look even closer at the data from the respondents, we see some really positive correlations. We see that 65% of respondents reported that they're on track to meet their sustainability goals. And the IT of those 65%, it is significantly engaged with reporting data for those sustainability initiatives. We saw that, that for those who did report, the sustainability is a top priority for vendor selection. They were twice as likely to be on track with their goals and their sustainability directors said that they were getting involved at the beginning of the tech purchasing program. Our process, I'm sorry, rather than towards the end. And so, you know, we know that to curb the impact of climate crisis, we really need to embrace sustainability from a cross-functional viewpoint. >>Definitely has to be cross-functional. So, so strong correlations there in the report that organizations that had closer alignment between the sustainability folks and the IT folks were farther along in their sustainability program development, execution, et cetera, those co was correlations, were they a surprise? >>Not entirely. You know, when we look at some of the statistics that come from the, you know, places like the World Economic Forum, they say that digitization generated 4% of greenhouse gas emissions in 2020. So, and that, you know, that's now almost three years ago, digital data only accelerates, and by 2025, we expect that number could be almost double. And so we know that that communication and that correlation is gonna be really important because data centers are taking up such a huge footprint of when companies are looking at their emissions. And it's, I mean, quite frankly, a really interesting opportunity for it to be a trailblazer in the sustainability journey. And, you know, perhaps people that are in IT haven't thought about how they can make an impact in this area, but there really is some incredible ways to help us work on cutting carbon emissions, both from your company's perspective and from the world's perspective, right? >>Like we are, we're all doing this because it's something that we know we have to do to drive down climate change. So I think when you, when you think about how to be a trailblazer, how to do things differently, how to differentiate your own department, it's a really interesting connection that IT and sustainability work together. I would also say, you know, I'll just note that of the respondents to the survey we were discussing, we do over half of those respondents expect to see closer alignment between the organization's IT and sustainability teams as they move forward. >>And that's really a, a tip a hat to those organizations embracing cultural change. That's always hard to do, but for those two, for sustainability in IT to come together as part of really the overall ethos of an organization, that's huge. And it's great to see the data demonstrating that, that those, that alignment, that close alignment is really on its way to helping organizations across industries make a big impact. I wanna dig in a little bit to here's ESG goals. What can you share with us about >>That? Absolutely. So as I mentioned peers kind of at the beginning of our formal ESG journey, but really has been working on the, on the sustainability front for a long time. I would, it's funny as we're, as we're doing a lot of this work and, and kind of building our own profile around this, we're coming back to some of the things that we have done in the past that consumers weren't necessarily interested in then but are now because the world has changed, becoming more and more invested in. So that's exciting. So we did a baseline scope one, two, and three analysis and discovered, interestingly enough that 70% of our emissions comes from use of sold products. So our customers work running our products in their data centers. So we know that we, we've made some ambitious goals around our Scope one and two emissions, which is our own office, our utilities, you know, those, they only account for 6% of our emissions. So we know that to really address the issue of climate change, we need to work on the use of sold products. So we've also made a, a really ambitious commitment to decrease our carbon emissions by 66% per bed per petabyte by 2030 in our product. So decreasing our own carbon footprint, but also affecting our customers as well. And we've also committed to a science-based target initiative and our road mapping how to achieve the ambitious goals set out in the Paris agreement. >>That's fantastic. It sounds like you really dialed in on where is the biggest opportunity for us as Pure Storage to make the biggest impact across our organization, across our customers organizations. There lofty goals that pure set, but knowing what I know about Pure, you guys are probably well on track to, to accomplish those goals in record time, >>I hope So. >>Talk a little bit about advice that you would give to viewers who might be at the very beginning of their sustainability journey and really wondering what are the core elements besides it, sustainability, team alignment that I need to bring into this program to make it actually successful? >>Yeah, so I think, you know, understanding that you don't have to pick between really powerful technology and sustainable technology. There are opportunities to get both and not just in storage right in, in your entire IT portfolio. We know that, you know, we're in a place in the world where we have to look at things from the bigger picture. We have to solve new challenges and we have to approach business a little bit differently. So adopting solutions and services that are environmentally efficient can actually help to scale and deliver more effective and efficient IT solutions over time. So I think that that's something that we need to, to really remind ourselves, right? We have to go about business a little bit differently and that's okay. We also know that data centers utilize an incredible amount of, of energy and, and carbon. And so everything that we can do to drive that down is going to address the sustainability goals for us individually as well as, again, drive down that climate change. So we, we need to get out of the mindset that data centers are, are about reliability or cost, et cetera, and really think about efficiency and carbon footprint when you're making those business decisions. I'll also say that, you know, the earlier that we can get sustainability teams into the conversation, the more impactful your business decisions are going to be and helping you to guide sustainable decision making. >>So shifting sustainability and IT left almost together really shows that the correlation between those folks getting together in the beginning with intention, the report shows and the successes that peers had demonstrate that that's very impactful for organizations to actually be able to implement even the cultural change that's needed for sustainability programs to be successful. My last question for you goes back to that report. You mentioned in there that the data show a lot of organizations are hampered by management buy-in, where sustainability is concerned. How can pure help its customers navigate around those barriers so that they get that management buy-in and they understand that the value in it for >>Them? Yeah, so I mean, I think that for me, my advice is always to speak to hearts and minds, right? And help the management to understand, first of all, the impact right on climate change. So I think that's the kind of hearts piece on the mind piece. I think it's addressing the sustainability goals that these companies have set for themselves and helping management understand how to, you know, how their IT buying decisions can actually really help them to reach these goals. We also, you know, we always run kind of TCOs for customers to understand what is the actual cost of, of the equipment. And so, you know, especially if you're in a, in a location in which energy costs are rising, I mean, I think we're seeing that around the world right now with inflation. Better understanding your energy costs can really help your management to understand the, again, the bigger picture and what that total cost is gonna be. Often we see, you know, that maybe the I the person who's buying the IT equipment isn't the same person who's purchasing, who's paying the, the electricity bills, right? And so sometimes even those two teams aren't talking. And there's a great opportunity there, I think, to just to just, you know, look at it from a more high level lens to better understand what total cost of ownership is. >>That's a great point. Great advice. Nicole, thank you so much for joining me on the program today, talking about the new report that on sustainability that Pure put out some really compelling nuggets in there, but really also some great successes that you've already achieved internally on your own ESG goals and what you're helping customers to achieve in terms of driving down their carbon footprint and emissions. We so appreciate your insights and your thoughts. >>Thank you, Lisa. It's been great speaking with you. >>AJ Singh joins me, the Chief Product Officer at Peer Storage. Aj, it's great to have you back on the program. >>Great to be back on, Lisa, good morning. >>Good morning. And sustainability is such an important topic to talk about. So we're gonna really unpack what PEER is doing, we're gonna get your viewpoints on what you're seeing and you're gonna leave the audience with some recommendations on how they can get started on their ESG journey. First question, we've been hearing a lot from pure AJ about the role that technology plays in organizations achieving sustainability goals. What's been the biggest environmental impact associated with, with customers achieving that given the massive volumes of data that keep being generated? >>Absolutely, Lisa, you can imagine that the data is only growing and exploding and, and, and, and there's a good reason for it. You know, data is the new currency. Some people call it the new oil. And the opportunity to go process this data gain insights is really helping customers drive an edge in the digital transformation. It's gonna make a difference between them being on the leaderboard a decade from now when the digital transformation kind of pans out versus, you know, being kind of somebody that, you know, quite missed the boat. So data is super critical and and obviously as part of that we see all these big benefits, but it has to be stored and, and, and that means it's gonna consume a lot of resources and, and the, and therefore data center usage has only accelerated, right? You can imagine the amount of data being generated, you know, recent study pointed to roughly by twenty twenty five, a hundred and seventy five zetabytes, which where each zettabyte is a billion terabytes. So just think of that size and scale of data. That's huge. And, and they also say that, you know, pretty soon, today, in fact in the developed world, every person is having an interaction with the data center literally every 18 seconds. So whether it's on Facebook or Twitter or you know, your email, people are constantly interacting with data. So you can imagine this data is only exploding. It has to be stored and it consumes a lot of energy. In fact, >>It, oh, go ahead. Sorry. >>No, I was saying in fact, you know, there's some studies have shown that data center usage literally consumes one to 2% of global energy consumption. So if there's one place we could really help climate change and, and all those aspects, if you can kind of really, you know, tamp down the data center, energy consumption, sorry, you were saying, >>I was just gonna say, it's, it's an incredibly important topic and the, the, the stats on data that you provided and also I, I like how you talked about, you know, every 18 seconds we're interacting with a data center, whether we know it or not, we think about the long term implications, the fact that data is growing massively. As you shared with the stats that you mentioned. If we think about though the responsibility that companies have, every company in today's world needs to be a data company, right? And we consumers expect it. We expect that you are gonna deliver these relevant, personalized experiences whether we're doing a transaction in our personal lives or in business. But what is the, what requirements do technology companies have to really start billing down their carbon footprints? >>No, absolutely. If you can think about it, just to kind of finish up the data story a little bit, the explosion is to the point where, in fact, if you just recently was in the news that Ireland went up and said, sorry, we can't have any more data centers here. We just don't have the power to supply them. That was big in the news and you know, all the hyperscale that was crashing the head. I know they've come around that and figured out a way around it, but it's getting there. Some, some organizations and and areas jurisdictions are saying pretty much no data center the law, you know, we're, we just can't do it. And so as you said, so companies like Pure, I mean, our view is that it has an opportunity here to really do our bit for climate change and be able to, you know, drive a sustainable environment. >>And, and at Pure we believe that, you know, today's data success really ultimately hinges on energy efficiency, you know, so to to really be energy efficient means you are gonna be successful long term with data. Because if you think of classic data infrastructures, the legacy infrastructures, you know, we've got disk infrastructures, hybrid infrastructures, flash infrastructures, low end systems, medium end systems, high end systems. So a lot of silos, you know, a lot of inefficiency across the silos. Cause the data doesn't get used across that. In fact, you know, today a lot of data centers are not really built with kind of the efficiency and environmental mindset. So there's a big opportunity there. >>So aj, talk to me about some of the steps that Pure is implementing as its chief product officer. Would love to get your your thoughts, what steps is it implementing to help Pures customers become more sustainable? >>No, absolutely. So essentially we are all inherently motivated, like pure and, and, and, and everybody else to solve problems for customers and really forward the status quo, right? You know, innovation, you know, that's what we are all about. And while we are doing that, the challenge is to how do you make technology and the data we feed into it faster, smarter, scalable obviously, but more importantly sustainable. And you can do all of that, but if you miss the sustainability bit, you're kind of missing the boat. And I also feel from an ethical perspective, that's really important for us. Not only you do all the other things, but also kind of make it sustainable. In fact, today 80% of the companies, the companies are realizing this, 80% today are in fact report out on sustainability, which is great. In fact, 80% of leadership at companies, you know, CEOs and senior executives say they've been impacted by some climate change event, you know, where it's a fire in the place they had to evacuate or floods or storms or hurricanes, you, you name it, right? >>So mitigating the carbon impact can in fact today be a competitive advantage for companies because that's where the puck is going and everybody's, you know, it's skating, wanting to skate towards the, and it's good, it's good business too to be sustainable and, and, and meet these, you know, customer requirements. In fact, the the recent survey that we released today is saying that more and more organizations are kickstarting, their sustainability initiatives and many take are aiming to make a significant progress against that over the next decade. So that's, that's really, you know, part of the big, the really, so our view is that that IT infrastructure, you know, can really make a big push towards greener it and not just kind of greenwash it, but actually, you know, you know, make things more greener and, and, and really take the, the lead in, in esg. And so it's important that organizations can reach alignment with their IT teams and challenge their IT teams to continue to lead, you know, for the organization, the sustainability aspects. >>I'm curious, aj, when you're in customer conversations, are you seeing that it's really the C-suite plus it coming together and, and how does peer help facilitate that? To your point, it needs to be able to deliver this, but it's, it's a board level objective these days. >>Absolutely. We're seeing increasingly, especially in Europe with the, you know, the war in Ukraine and the energy crisis that, you know, that's, that's, you know, unleashed. We definitely see it's becoming a bigger and bigger board level objective for, for a lot of companies. And we definitely see customers in starting to do that. So, so in particular, I do want to touch briefly on what steps we are taking as a company, you know, to to to make it sustainable. And obviously customers are doing all the things we talked about and, and we're also helping them become smarter with data. But the key difference is, you know, we have a big focus on efficiency, which is really optimizing performance per wat with unmatched storage density. So you can reduce the footprint and dramatically lower the power required. And and how efficient is that? You know, compared to other old flash systems, we tend to be one fifth, we tend to take one fifth the power compared to other flash systems and substantially lower compared to spinning this. >>So you can imagine, you know, cutting your, if data center consumption is a 2% of global consumption, roughly 40% of that tends to be storage cause of all the spinning disc. So you add about, you know, 0.8% to global consumption and if you can cut that by four fifths, you know, you can already start to make an impact. So, so we feel we can do that. And also we're quite a bit more denser, 10 times more denser. So imagine one fifth the power, one 10th the density, but then we take it a step further because okay, you've got the storage system in the data center, but what about the end of life aspect? What about the waste and reclamation? So we also have something called non-disruptive upgrades. We, using our AI technology in pure one, we can start to sense when a particular part is going to fail and just before it goes to failure, we actually replace it in a non-disruptive fashion. So customer's data is not impacted and then we recycle that so you get a full end to end life cycle, you know, from all the way from the time you deploy much lower power, much lower density, but then also at the back end, you know, reduction in e-waste and those kind of things. >>That's a great point you, that you bring up in terms of the reclamation process. It sounds like Pure does that on its own, the customer doesn't have to be involved in that. >>That's right. And we do that, it's a part of our evergreen, you know, service that we offer. A lot of customers sign up for that service and in fact they don't even, we tell them, Hey, you know, that part's about to go, we're gonna come in, we're gonna swap it out and, and then we actually recycle that part, >>The power of ai. Love that. What are some of the, the things that companies can do if they're, if they're early in this journey on sustainability, what are some of the specific steps companies can take to get started and maybe accelerate that journey as it's becoming climate change and things are becoming just more and more of a, of a daily topic on the news? >>No, absolutely. There's a lot of things companies can do. In fact, the four four item that we're gonna highlight, the first one is, you know, they can just start by doing a materiality assessment and a materiality assessment essentially engages all the stakeholders to find out which specific issues are important for the business, right? So you identify your key priorities that intersect with what the stakeholders want, you know, your different groups from sales, customers, partners, you know, different departments in the organization. And for example, for us, when we conducted our materiality assessment, for us, our product we felt was the biggest area of focus that could contribute a lot towards, you know, making an impact in, in, in from a sustainability standpoint. That's number one. I think number two companies can also think about taking an Azure service approach. The beauty of the Azure service approach is that you are buying a, your customer, they're buying outcomes with SLAs and, and when you are starting to buy outcomes with SLAs, you can start small and then grow as you consume more. >>So that way you don't have systems sitting idle waiting for you to consume more, right? And that's the beauty of the as service approach. And so for example, for us, you know, we have something called Evergreen one, which is our as service offer, where essentially customers are able to only use and have systems turned onto as much as they're consuming. So, so that reduces the waste associated with underutilized systems, right? That's number two. Number three is also you can optimize your supply chains end to end, right? Basically by making sure you're moving, recycling, packaging and eliminating waste in that thing so you can recycle it back to your suppliers. And you can also choose a sustainable supplier network that following sort of good practices, you know, you know, across the globe and such supply chains that are responsive and diverse can really help you. Also, the big business benefit benefited. >>You can also handle surges and demand, for example, for us during the pandemic with this global supply chain shortages, you know, whereas most of our competitors, you know, lead times went to 40, 50 weeks, our lead times went from three to six weeks cuz you know, we had this sustainable, you know, supply chain. And so all of these things, you know, the three things important, but the fourth thing I say more cultural and, and the cultural thing is how do you actually begin to have sustainability become a core part of your ethos at the company, you know, across all the departments, you know, and we've at Pure, definitely it's big for us, you know, you know, around sustainability starting with a product design, but all of the areas as well, if you follow those four items, they'll do the great place to start. >>That's great advice, great recommendations. You talk about the, the, the supply chain, sustainable supply chain optimization. We've been having a lot of conversations with businesses and vendors alike about that and how important it is. You bring up a great point too on supplier diversity, if we could have a whole conversation on that. Yes. But I'm also glad that you brought up culture that's huge to, for organizations to adopt an ESG strategy and really drive sustainability in their business. It has to become, to your point, part of their ethos. Yes. It's challenging. Cultural change management is challenging. Although I think with climate change and the things that are so public, it's, it's more on, on the top mindset folks. But it's a great point that the organization really as a whole needs to embrace the sustainability mindset so that it as a, as an organization lives and breathes that. Yes. And last question for you is advice. So you, you outlined the Four Steps organizations can take. I look how you made that quite simple. What advice would you give organizations who are on that journey to adopting those, those actions, as you said, as they look to really build and deploy and execute an ESG strategy? >>No, absolutely. And so obviously, you know, the advice is gonna come from, you know, a company like Pure, you know, our background kind of being a supplier of products. And so, you know, our advice is for companies that have products, usually they tend to be the biggest generator, the products that you sell to your, your customers, especially if they've got hardware components in it. But, you know, the biggest generator of e-waste and, and and, and, and, and kind of from a sustainability standpoint. So it's really important to have an intentional design approach towards your products with sustainability in mind. So it's not something that's, that you can handle at the very back end. You design it front in the product and so that sustainable design becomes very intentional. So for us, for example, doing these non-disruptive upgrades had to be designed up front so that, you know, a, you know, one of our repair person could go into a customer shop and be able to pull out a card and put in a new card without any change in the customer system. >>That non-receptive approach, it has to be designed into the hardware software systems to be able to pull that on. And that intentional design enables you to recover pieces just when they're about to fail and then putting them through a recovery, you know, waste recovery process. So that, that's kind of the one thing I would say that philosophy, again, it comes down to if that is, you know, seeping into the culture, into your core ethos, you will start to do, you know, you know, that type of work. So, so I mean it's important thing, you know, look, this year, you know, with the spike in energy prices, you know, you know, gas prices going up, it's super important that all of us, you know, do our bit in there and start to drive products that are fundamentally sustainable, not just at the initial, you know, install point, but from an end to end full life cycle standpoint. >>Absolutely. And I love that you brought up intention that is everything that peers doing is with, with such thought and intention and really for organizations and any industry to become more sustainable, to develop an ESG strategy. To your point, it all needs to start with intention. And of course that that cultural adoption, aj, it's been so great to have you on the program talking about what PEER is doing to help organizations really navigate that path to sustainable it. We appreciate your insights on your time. >>Thank you, Lisa. Pleasure being on board >>At Pure Storage. The opportunity for change and our commitment to a sustainable future are a direct reflection of the way we've always operated and the values we live by every day. We are making significant and immediate impact worldwide through our environmental sustainability efforts. The milestones of change can be seen everywhere in everything we do. Pures Evergreen storage architecture delivers two key environmental benefits to customers, the reduction of wasted energy and the reduction of e-waste. Additionally, pures implemented a series of product packaging redesigns, promoting recycle and reuse in order to reduce waste that will not only benefit our customers, but also the environment. Pure is committed to doing what is right and leading the way with innovation. That has always been the pure difference, making a difference by enabling our customers to drive out energy usage and their data storage systems by up to 80% today, more than 97% of Pure Array purchased six years ago are still in service. And tomorrow our goal for the future is to reduce Scope three emissions Pure is committing to further reducing our sold products emissions by 66% per petabyte by 2030. All of this means what we said at the beginning, change that is simple and that is what it has always been about. Pure has a vision for the future today, tomorrow, forever. >>We're back talking about the path to sustainable it and now we're gonna get the perspective from Mattia Valerio, who is with Elec Informatica and IT services firm and the beautiful Lombardi region of Italy north of Milano. Mattia, welcome to the Cube. Thanks so much for coming on. >>Thank you very much, Dave. Thank you. >>All right, before we jump in, tell us a little bit more about Elec Informatica. What's your focus, talk about your unique value add to customers. >>Yeah, so basically Alma Informatica is middle company from the north part of Italy and is managed service provider in the IT area. Okay. So the, the main focus area of Al Meca is reach digital transformation innovation to our clients with focus on infrastructure services, workplace services, and also cybersecurity services. Okay. And we try to follow the path of our clients to the digital transformation and the innovation through technology and sustainability. >>Yeah. Obviously very hot topics right now. Sustainability, environmental impact, they're growing areas of focus among leaders across all industries. A particularly acute right now in, in Europe with the, you know, the energy challenges you've talked about things like sustainable business. What does that mean? What does that term Yeah. You know, speak to and, and what can others learn from it? >>Yeah. At at, at our approach to sustainability is grounded in science and, and values and also in customer territory, but also employee centered. I mean, we conduct regular assessments to understand the most significant environment and social issues for our business with, with the goal of prioritizing what we do for a sustainability future. Our service delivery methodology, employee care relationship with the local supplier and local area and institution are a major factor for us to, to build a such a responsibility strategy. Specifically during the past year, we have been particularly focused on define sustainability governance in the company based on stakeholder engagement, defining material issues, establishing quantitative indicators to monitor and setting medium to long-term goals. >>Okay, so you have a lot of data. You can go into a customer, you can do an assessment, you can set a baseline, and then you have other data by which you can compare that and, and understand what's achievable. So what's your vision for sustainable business? You know, that strategy, you know, how has it affected your business in terms of the evolution? Cuz this wasn't, hasn't always been as hot a topic as it is today. And and is it a competitive advantage for you? >>Yeah, yeah. For, for, for all intense and proposed sustainability is a competitive advantage for elec. I mean, it's so, because at the time of profound transformation in the work, in the world of work, CSR issues make a company more attractive when searching for new talent to enter in the workforce of our company. In addition, efforts to ensure people's proper work life balance are a strong retention factor. And regarding our business proposition, ELEX attempts is to meet high standard of sustainability and reliability. Our green data center, you said is a prime example of this approach as at the same time, is there a conditioning activity that is done to give a second life to technology devices that come from back from rental? I mean, our customer inquiries with respect to sustainability are increasingly frequent and in depth and which is why we monitor our performance and invest in certification such as EcoVadis or ISO 14,001. Okay, >>Got it. So in a previous life I actually did some work with, with, with power companies and there were two big factors in it that affected the power consumption. Obviously virtualization was a big one, if you could consolidate servers, you know, that was huge. But the other was the advent of flash storage and that was, we used to actually go in with the, the engineers and the power company put in alligator clips to measure of, of, of an all flash array versus, you know, the spinning disc and it was a big impact. So you, I wanna talk about your, your experience with Pure Storage. You use Flash Array and the Evergreen architecture. Can you talk about what your experience there, why did you make that decision to select Pure Storage? How does that help you meet sustainability and operational requirements? Do those benefits scale as your customers grow? What's your experience been? >>Yeah, it was basically an easy and easy answer to our, to our business needs. Okay. Because you said before that in Elec we, we manage a lot of data, okay? And in the past we, we, we see it, we see that the constraints of managing so many, many data was very, very difficult to manage in terms of power consumption or simply for the, the space of storing the data. And when, when Pure came to us and share our products, their vision to the data management journey for Element Informatica, it was very easy to choose pure why with values and numbers. We, we create a business case and we said that we, we see that our power consumption usage was much less, more than 90% of previous technology that we used in the past. Okay. And so of course you have to manage a grade oil deploy of flash technology storage, but it was a good target. >>So we have tried to monitoring the adoption of flash technology and monitor monitoring also the power consumption and the efficiency that the pure technology bring to our, to our IT systems and of course the IT systems of our clients. And so this is one, the first part, the first good part of our trip with, with Pure. And after that we approach also the sustainability in long term of choosing pure technology storage. You mentioned the Evergreen models of Pure, and of course this was, again, challenge for us because it allows, it allow us to extend the life cycle management of our data centers, but also the, IT allows us to improve the facility of the facilities of using technology from our technical side. Okay. So we are much more efficient than in the past with the choose of Pure storage technologies. Okay. Of course, this easy users, easy usage mode, let me say it, allow us to bring this value to our, to all our clients that put their data in our data centers. >>So you talked about how you've seen a 90% improvement relative to previous technologies. I always, I haven't put you in the spot. Yeah, because I, I, I was on Pure's website and I saw in their ESG report some com, you know, it was a comparison with a generic competitor presuming that competitor was not, you know, a 2010 spinning disc system. But, but, so I'm curious as to the results that you're seeing with Pure in terms of footprint and power usage. You, you're referencing some of that. We heard some metrics from Nicole and AJ earlier in the program. Do you think, again, I'm gonna put you in the spot, do you think that Pure's architecture and the way they've applied, whether it's machine intelligence or the Evergreen model, et cetera, is more competitive than other platforms that you've seen? >>Yeah, of course. Is more competitor improve competitive because basically it allows to service provider to do much more efficient value proposition and offer services that are more, that brings more values to, to the customers. Okay. So the customer is always at the center of a proposition of a service provider and trying to adopt the methodology and also the, the value that pure as inside by design in the technology is, is for us very, very, very important and very, very strategic because, because with like a glass, we can, our self transfer try to transfer the values of pure, pure technologies to our service provider client. >>Okay. Matta, let's wrap and talk about sort of near term 2023 and then longer term it looks like sustainability is a topic that's here to stay. Unlike when we were putting alligator clips on storage arrays, trying to help customers get rebates that just didn't have legs. It was too complicated. Now it's a, a topic that everybody's measuring. What's next for elec in its sustainability journey? What advice would you might have? Sustainability leaders that wanna make a meaningful impact on the environment, but also on the bottom line. >>Okay, so sustainability is fortunately a widely spread concept. And our role in, in this great game is to define a strategy, align with the common and fundamentals goals for the future of planet and capable of expressing our inclination and the, and the particularities and accessibility goals in the near future. I, I say, I can say that are will be basically free one define sustainability plan. Okay? It's fundamentals to define a sustainability plan. Then it's very important to monitor the its emissions and we will calculate our carbon footprint. Okay? And least button list produces certifiable and comprehensive sustainability report with respect to the demands of customers, suppliers, and also partners. Okay. So I can say that this three target will be our direction in the, in the future. Okay. >>Yeah. So I mean, pretty straightforward. Make a plan. You gotta monitor and measure, you can't improve what you can't measure. So you gonna set a baseline, you're gonna report on that. Yep. You're gonna analyze the data and you're gonna make continuous improvement. >>Yep. >>Matea, thanks so much for joining us today in sharing your perspectives from the, the northern part of Italy. Really appreciate it. >>Yeah, thank you for having aboard. Thank you very >>Much. It was really our pleasure. Okay, in a moment, I'm gonna be back to wrap up the program and share some resources that could be valuable in your sustainability journey. Keep it right there. >>Sustainability is becoming increasingly important and is hitting more RFPs than ever before as a critical decision point for customers. Environmental benefits are not the only impetus. Rather bottom line cost savings are proving that sustainability actually means better business. You can make a strong business case around sustainability and you should, many more organizations are setting mid and long-term goals for sustainability and putting forth published metrics for shareholders and customers. Whereas early green IT initiatives at the beginning of this century, were met with skepticism and somewhat disappointing results. Today, vendor r and d is driving innovation in system design, semiconductor advancements, automation in machine intelligence that's really beginning to show tangible results. Thankfully. Now remember, all these videos are available on demand@thecube.net. So check them out at your convenience and don't forget to go to silicon angle.com for all the enterprise tech news of the day. You also want to check out pure storage.com. >>There are a ton of resources there. As an aside, pure is the only company I can recall to allow you to access resources like a Gartner Magic Quadrant without forcing you to fill out a lead gen form. So thank you for that. Pure storage, I love that. There's no squeeze page on that. No friction. It's kind of on brand there for pure well done. But to the topic today, sustainability, there's some really good information on the site around esg, Pure's Environmental, social and Governance mission. So there's more in there than just sustainability. You'll see some transparent statistics on things like gender and ethnic diversity, and of course you'll see that Pure has some work to do there. But kudos for publishing those stats transparently and setting goals so we can track your progress. And there's plenty on the sustainability topic as well, including some competitive benchmarks, which are interesting to look at and may give you some other things to think about. We hope you've enjoyed the path to Sustainable it made possible by Pure Storage produced with the Cube, your leader in enterprise and emerging tech, tech coverage.
SUMMARY :
trend, of course, was the cloud model, you know, kind of became a benchmark for it. And then you had innovations like flash storage, which largely eliminated the We hope you enjoyed the program today. At Pure Storage, the opportunity for change and our commitment to a sustainable future Very pleased to be joined by Nicole Johnson, the head of Social What can you tell me what nuggets are in this report? And so, you know, there was some thought that perhaps that might play into AMEA And so, you know, we often hear from customers that What are some of the things that you received despite so many people saying sustainability, And so, you know, we know that to curb the that had closer alignment between the sustainability folks and the IT folks were farther along So, and that, you know, that's now almost three years ago, digital data the respondents to the survey we were discussing, we do And it's great to see the data demonstrating our Scope one and two emissions, which is our own office, our utilities, you know, those, It sounds like you really dialed in on where is the biggest decisions are going to be and helping you to guide sustainable decision My last question for you goes back to that report. And so, you know, especially if you're in a, in a location Nicole, thank you so much for joining me on the program today, it's great to have you back on the program. pure AJ about the role that technology plays in organizations achieving sustainability it's on Facebook or Twitter or you know, your email, people are constantly interacting with you know, tamp down the data center, energy consumption, sorry, you were saying, We expect that you are gonna deliver these relevant, the explosion is to the point where, in fact, if you just recently was in the news that Ireland went So a lot of silos, you know, a lot of inefficiency across the silos. So aj, talk to me about some of the steps that Pure is implementing as its chief product officer. In fact, 80% of leadership at companies, you know, CEOs and senior executives say they've teams and challenge their IT teams to continue to lead, you know, To your point, it needs to be able to deliver this, but it's, it's a board level objective We're seeing increasingly, especially in Europe with the, you know, the war in Ukraine and the the back end, you know, reduction in e-waste and those kind of things. that on its own, the customer doesn't have to be involved in that. they don't even, we tell them, Hey, you know, that part's about to go, we're gonna come in, we're gonna swap it out and, companies can take to get started and maybe accelerate that journey as it's becoming climate the biggest area of focus that could contribute a lot towards, you know, making an impact in, So that way you don't have systems sitting idle waiting for you to consume more, and the cultural thing is how do you actually begin to have sustainability become But I'm also glad that you brought up culture that's And so obviously, you know, the advice is gonna come from, you know, it comes down to if that is, you know, seeping into the culture, into your core ethos, it's been so great to have you on the program talking about what PEER is doing to help organizations really are a direct reflection of the way we've always operated and the values we live by every We're back talking about the path to sustainable it and now we're gonna get the perspective from All right, before we jump in, tell us a little bit more about Elec Informatica. in the IT area. right now in, in Europe with the, you know, the energy challenges you've talked about things sustainability governance in the company based on stakeholder engagement, You know, that strategy, you know, how has it affected your business in terms of the evolution? Our green data center, you of, of, of an all flash array versus, you know, the spinning disc and it was a big impact. And so of course you have to manage a grade oil deploy of the facilities of using technology from our that competitor was not, you know, a 2010 spinning disc system. So the customer is always at the center of a proposition What advice would you might have? monitor the its emissions and we will calculate our So you gonna set a baseline, you're gonna report on that. the northern part of Italy. Yeah, thank you for having aboard. Okay, in a moment, I'm gonna be back to wrap up the program and share some resources case around sustainability and you should, many more organizations are setting mid can recall to allow you to access resources like a Gartner Magic Quadrant without forcing
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Garima Kapoor, Minio | VMware Explore 2022
>>Hey, welcome back everyone. Through the cubes coverage of VMware Explorer, 22, I'm John Fett, Dave ante, formerly world, our 12th year extracting the signal from the noise. A lot of great guests. It's very vibrant right here. The floor's great. The expo halls booming, the keynotes went great. We just had a keynote announce. So our next first guest here on day one is car Capor C co-founder and COO min IO. Welcome to the cube. Thanks for joining us. >>Thank you for having >>Me. You're also angel investor of variety of companies of Q alumnis and been in the valley for a long time. Thanks for coming on sharing. What's going on. So, first of all, obviously VMware still on the wave. They've always been relevant and they've always been part of it. Yes. But as that's changing a lot's going on security data's big conversation. Yeah. And now with their multi-cloud we call super cloud. But their multi-cloud it's it's about hyperscaler participation. Yes. Yes. Cloud universal. Yes. It's clear that VMware has to be successful in every cloud. Okay. And that's really important. And storage is one of it. You guys do that? So talk about how you guys relate with min IO, the vision, how that connects with what's happening here. >>Yeah. So like you already said, right? Most of the enterprises are become data enterprises in itself and storage is a foundation layer of how, and you do need a system that is simple, scalable, and high perform it at scale. Right? So that's where min IO fits into the picture. And we are software defined, open source. So, you know, like VMware has traditionally been focused on enterprise it, but that world is fast changing. They are making a move in terms, developer first approach and min IO, because it's open source. It's simple enough to start, get, start deploying object storage and cloud native applications on top. So that's where we come in. We have around 1.3 million DACA downloads a day. So we own the developer market overall. And that is where I feel the partnership with VMware as they are coming into multi-cloud on their own min IO is a foundational layer. >>So just to elaborate on it, whenever you talk about multi-cloud, there are two pieces to it. One is the compute side and one is on the storage side. So compute Kubernetes takes care of the compute sites. Once you containerize an application, you can deploy it any cloud, but the data has gravity and all the clouds that you see AWS, your Google cloud, they're inherently incompatible with each other. So you need a consistent storage layer with industry standard APIs that you can just deploy it around with your application without a single line of code change. So that's what we >>Do. Oh, so you got a great value proposition, love the story. So just kind of connect on something. So we heard the keynote today. We gotta win the developers. They didn't say that, but they said, they said that they have the ops lockdown, but DevOps is now the new developer. Yes. We've been covering a lot of the poop coupon as you know, and shifting left everyone's in the C I C D pipeline. So developers are driving all the action and it has to be self-service. Absolutely. It has to be high velocity. Can't be slow. Yes. Gotta be fast. So that sounds like you're winning that piece. >>Yes. Yes. And I think more than that, what is most important is it needs to be simple. It needs to get your job done in a very simple and efficient way. And I think that is very important to the developers overall. They don't like complex appliances or complex piece of software. They just want to get their job done and move on the next thing in order to build their application and deploy it successfully. So whatever you do, it needs to be very simple. And of course, you know, it needs to be feature rich and high performant and whatnot that comes with the, with the flow in itself. But I think simplicity is what wins, the developers, hearts and minds overall. >>So object storage always been simple, get put right. Pretty simple, you know, paradigm. Yes. But it was sort of the backwater before, you know, Amazon, you know, launched. Yes. You know, it's cloud. How have you seen object evolve? You mentioned performance. So I presume yes. Yes. You're not just for cheap and deep you're for cheap bin performance. So you could describe that a little bit if you would, >>For, for sure. Like you mentioned, right. When AWS was launched, S3 was the foundation layer. They launched S3 first and then came everything else around it. So object storage is the foundation of any cloud that you go with. And over a period of time, when we started the company back in 20 end of 2014, beginning 2015, it was all about cheap and deep storage. You know, you just get, put it into one basket, but over years, if you see, because the scale of data has increased quite a bit, new applications have emerged as well. That require high performance. That is where we partnered very closely with Intel early on. And I have to give it to them. Intel was the one who convinced us that you need to do high performance. You need to optimize your software with all the AVX five, 12 instruction set and so on. >>So we partnered very closely with them and we were the first one to come up with, you know, you need high performance, object storage and that in collaboration with Intel. So that's something that we take a lot of pride in, in terms of being the leader in that direction of bringing high performance object storage to the market, especially for big data workloads, AI ML, workloads, they're all object first, like even, you know, new age applications like snowflake and data bricks, they are not built on sand or file system. Right. They're all built on object storage rates. So that's where the, you need >>Performance. And I think the, I think the data bricks, snowflake examples. Good. And then you mentioned in 2014, when you started yes. At that time, big data was Hudu and you know, data, legs, data swamp. Yes. Yes. But the ones that were successful, the ones who optimize had the right bets, like you guys. Yeah. Now we're in an era. Okay. I gotta deploy this. So you got great downloads and update from developers. Now we see ops struggling to keep up yes. With the velocity of the development cycle. Yes. And with DevOps driving the cloud native yeah. Security data ops becomes important. Okay. Exactly. Security and data. A lot with storage going on there. Yes. How do you guys see that emerging? Cuz that becomes a lot of the conversations now in the architecture of the ops teams. I want to be supportive in enablement of dev. Yes. Yes. Do you guys target that world too? Or >>Yeah, we, we do target that. So the good thing about object storage is that if you look at the architecture in itself, it's very granular in terms of the controls that it can give to the end user. Right? So you can really customize in terms of, you know, what objects need to be accessible to whom what kind of policies you need to implement on the bucket level, what kind of access controls and provisions that you need to do. And especially like with ransomware attacks and what not, you can enable immutability and so on, so forth. So that's an important part of it. Especially I think the ransomware threats have increased quite a bit, especially with, you know, the macro, you know, situation with war and stuff. So we see that come up quite a bit. And that's where I think, you know, the data IU immutability, the data governance and compliance becomes extremely, extremely important for organizations. So we, we are partnering very closely with a lot of big organizations just for this use case itself. >>So how's it work if I want to build some kind of multi-cloud whatever X, right. Okay. I, I can use S three APIs or Azure blah. Okay. And I, and are all different. Yes. But if I want to use min IO, what's the experience like describe how I go about doing >>So if you've had any experience working with AWS, you don't need to even change a single line of code with us. You can just bring your applications directly onto min IO and it just behaves and act same way transparently what you would've experienced in AWS. Now you can just lift and shift that application and deploy it wherever you need it to be. Whether it is Azure, blah, whether it is Google cloud or even on edge. Like what we are seeing is that data is getting generated outside of public cloud. And most of the data that, you know, the emerging trend is that we see that data gets generated on edge quite a bit, whether it is autonomous cars, whether it is IOT, manufacturing units and so on. And you cannot push all that data back in the central cloud, it's extremely expensive for bandwidth and latency reasons. >>So you need to have an environment that looks and feels exactly what you have experienced at the central cloud on the edge itself. So a lot of our use cases are also getting deployed with Mani on the edge itself, whether it is on top of VMware because of the footprint of that VMware has within all these organizations itself. So we see that emerging quite a bit as well. And then you can tier the data off to any cloud, whether it is mid IO cloud, whether it is AWS, Azure, Google cloud, and so on. So you can have like a true multi-cloud environment. >>So you would follow VMware to the edge and be the object store there, or not necessarily if it's not VMware Kubernetes or whatever. >>Exactly. Exactly. Depending on the skill set that the organization has within, within their setup, if their DevOps savvy Kubernetes is becomes a very natural choice. If they are traditional enterprise, it, VMware is an ideal choice. So yeah. >>So you're seeing a lot of edge action you're saying, and we, >>We, we have seen starting it increasing yes. And >>Are customers. So they're persisting data at the edge. Yes. Yes they >>Are. Okay. >>It's not just the femoral and >>No, they are not because what the cost of putting all the data through bandwidth is extremely expansive to push all the data in central cloud and then process it and then store it. So we see that the data gets persisted on edge cloud as well in terms of processing and only the data that you need for, for the processing through whatever application systems that you, whether it is snowflake or data, bricks and whatnot, you know, you choose what applications from compute side, you want to bring on top of storage. And that can just seamlessly and transparently work. Yeah. >>Maria, you were saying that multi-cloud yeah. Games around Kubernetes. You, yes. That Kubernetes is all about multi-cloud that's the game. >>Yes. >>Yes. Can you explain what you mean by that? Why is multi-cloud a Kubernetes game? >>So multi-cloud has two foundations to it. One is the compute side. Another one is the storage side. Compute Kubernetes makes it extremely simple to deploy any application that is containerized. Once you containerize an application, it's no longer tied to the underlying infrastructure. You can actually deploy it no matter where you go. So Kubernetes makes that task extremely easy. And from storage standpoint, you know, the state of applications need to be held somewhere. You know, it's it, people say it's cloud, but it's computer somewhere. Right? So >>Exactly it's the >>Container. It needs, it needs to be stored somewhere. So that's where, you know, storage systems like man IO come into play where you can just take the storage and deploy it wherever you go. So it gets tightly bound with application itself, just like Kubernetes is for compute. Mano is for storage. >>I saw Scott Johnson, the CEO of Docker in Palo Alto last week did yeah. The spring to his step. So to speak Dockers doing pretty well as a result, they got, you know, starting to see certifications. Yes. So people are really rallying around containers in a more open way. Yes. But that's open source, but it's the Kubernetes, that's the action. Absolutely. That the container's really there now Docker's got a great business. Yes. Right now going yes. With how they're handling. I thought they did a great job. Yeah. But the Docker's now lingua Franco, right? Yes. That's the standard. It >>Is. It is. And I think where Kubernetes really makes it easy is in terms of when the scale is involved. Right. If there are, if the scale is small, it's okay. You can, you can work around it. But Kubernetes makes it extremely simple. If you have the right Kubernetes skill, I just need to put a disclaimer around there because not lot of people are Kubernetes expert, at least not yet. So if you have the expertise, Kubernetes makes the task extremely simple, predictable and automate and automated scale. I think that is what is >>The, so take me through a use case, cuz I've talked to a lot of enterprises, multiple versions, we're lifting and shifting to the cloud, that's kind of the, you know, get started, get your feet wet. Yes. Then there's like, okay, now we're refactoring really doing some native development and they're like, we don't have a staff on Kubernetes. We do a managed service. Yeah. So how does, how do you see that evolution piece taking place? Cause that's a critical adoption component as they start figuring out their Kubernetes relationship yes. To compute yes. How they roll it out. Yes. How do you see that playing out as a big part of this growth for a customer? >>Yeah. So we see a mix, you know, we see organizations that are born within cloud. Like they have just been in mono cloud like AWS. Now they are thinking about two things, right. With the economy being, you know, and the state that it is, they're getting hurt on the margin. Some of the SaaS companies that were born in cloud. So they are now actively thinking in terms of what mode they can do to bring the cost down. So they are partnering with min IO either to, you know, be in a colocation at Equinix, like data centers or go to other clouds to optimize for the compute modes and so on. So that's one thing that we see increasingly amongst enterprise. Second thing that we see is that because you know of that whole multi-cloud and cloud does go down, it's not like it, you know, and it's been evident over the last year or so that, you know, we've seen instances where Amazon was down or Google cloud was down. So they want to make sure that the data is available across the clouds in a consistent way. So with man IO, with the active, active application and so on, you can make the data available across the cloud. So your applications, even if one cloud is down for Dr. Purposes and so on, you can, you know, transparently, move the applications to another cloud and make sure that your business is not affected. So from business continuity reasons as well, the customers are partnering with us. So like I said, it's a mix. >>So the Tansu, you know, 1.3, the application development platform that we heard in the keynotes this morning, critical, you have to have that for cross cloud services. If you don't have a consistent experience, absolutely forget it. I mean it's table stake. Absolutely. But there's a lot of chatter on Twitter. A lot of skepticism that VMware can appeal to developers, some folk John as well chimed in saying, well, you know, it's, don't forget about the op side of the equation as well. They need security and consistency. Yes. What are you seeing in the marketplace in terms of VMware, specifically their customers and, and what do you, what do you, how do you rate their chances in terms of them being able to track the developer crowd, your, your peeps? >>Yeah. So VMware has a very strong hold on enterprise. It, you know, you have to give it to them. I don't come across any organization that does not have VMware, you know, for, with 500,000 customers. Right. Right. So they have done something really right for themselves. And if you have such a strong hold on the customers, it's not that hard to make the transition over to the developer mindset as well. And that is where with VMware partnership with partners like us, they can make, make that jump happen. So we partnered with them very closely for the data persistence layer and they wanted to bring Kubernetes the VMware tan natively to the VSAN interface itself. So we partnered with them, you know, we were their design partner and in, I think, 2020 or something, and we were their launch partner for that platform service. So now through the vCenter itself, you can provision object storage as a service for the developers. So I think they are working in terms of bridging the gap and they have the right mindset. It's all about execution like this. Right. >>They gotta get it >>Justed >>And it's the execution and timing. Exactly. And if they overshoot and the, it shifts over here, you know, this comes up a lot in our conversations. I want to get your reaction to this because I think that's a really great point. You guys are a nice foundational element. Yes. For VMware that plugs into them. That makes everything kind of float for them. Yes. Now we would, we were comparing OpenStack back in the day, how that had so much promise. Yes it did. If you remember, and storage was a big part of that conversation. It, it did. But the one thing that a lot of people didn't factor in on those industry discussions was Amazon was just ramping. Yes. So assuming that the hyper scales aren't stopping, innovating. Yeah. How does the multi-cloud fit with the constant struggles? Cuz abs is not rah multi-cloud cause they're there for the cloud, but customers are using Azure for yeah. Say office productivity teams or whatever, and then they have apps over here and then I'll see on private, private. Right. So hybrids there we get hybrid. Yeah. The clouds aren't changing. Yes. How does that change the dynamics in the market? Because it's a moving train. Some say, >>You know, it is, I would not characterize it like that because you know, AWS strength is that it is AWS, but also that it is not outside of AWS. Right. So it comes with the strengths and weaknesses and same goes for Azure. And same goes for Google cloud where VMware strength lies is the enterprise customers that it has. And I think if they can bridge the gap between the developers, enterprise customers and also the cloud, I think they have a really fair shot at, you know, making sure that the organizations and enterprise have the right experiences in terms of, you know, everyone needs to innovate. There is just no nothing that you can just sit back and relax. Everyone needs to innovate. And I think the good part about VMware is the partnership ecosystem that they have developed over the years and also making sure that their partners are successful along with them. And I think that is, that is going to be a key determining factor in terms of how well and how fast they can execute because nobody can do it alone in, in the enterprise world. So I think that that would be the >>Key, well, gua you're a great guest. Thanks for coming on and sharing you for having perspective on the cube. And obviously you've been on a, this from day 1, 20 15. Yes. I mean that's early and you guys made some great moves. Thank you. In a great position with VMware. Thank you. I like how you're the connective tissue and bridge to developers without a lot of disruption. Right? Real enablement. I think the question is can the VMware customers get there? So congratulations. No, thank you. And we got a couple minutes left. Take a minute to explain what's going on with the company that you co-founded, the team what's going on. Any updates funding very well, well funded. Yeah. How many people do you have? What's new. Are you gonna hire where take a minute to give the plug, give the commercial real quick >>For sure. So we started in 24 15, so it has been like seven, eight years now that we are at it. And I think we've been just very focused with the S3 compatible object storage, being AWS S3 for rest of the world. Like we get characterized at and over the years we've been like now we, we are used 60% in fortune 500 companies in some shape or format. So in terms of the scale and growth, we couldn't be more happier. We are about to touch a billion dollar billion Docker downloads in September. So that's something that we, we are very excited about. And in terms of the funding, we closed the, our series B sometime I think end of December last year and it's a billion dollar valuation and we have great partners in Intel capital and Dell ventures and soft bank. So we couldn't be in a more happier >>Spot. You're a unicorn soon to be decor. Right. >>What's next? Yes. I think, I think what is exciting for us is that the market, we could not be more happier with how the market is coming together with our vision, what we saw in 2015 and how everything is coming together nicely with, from the, the organization, realizing that multi-cloud is the core foundation and strategy of whatever they do next and lot has been accelerated due to COVID as well. Yeah. So in those terms, I think from market and product alignment, we just couldn't be more happier. >>Yeah. We think multi-cloud hybrids here. Steady state multi-cloud is gonna be a reality. Yeah. It becomes super cloud with the new dynamics. And again, David and I were talking last night, storage, networking, compute never goes away, never goes the operating. System's still gonna be out there. Just gonna be looked different and that >>Differently. Yes. I mean, yeah. And like, you know, in 10 years from now, Kubernetes might or might not be there as the foundation for, you know, compute, but storage is something that is always going to be there. People still need to persist the data. People still need a performance data store. People still need something that can scale to hundreds and hundreds of petabytes. So we are here. You bet against data >>As indie gross head once, you know, let chaos rain, rain in the chaos. There you go. Chaos cloud is gonna be simplified. Yeah. That's what innovation looks like. That's, >>That's what it is. >>Thanks for coming on the queue. Appreciate thank you for having me more coverage here. I'm John furrier with Dave Alane. Thanks for watching. More coverage. Three days just getting started. We'll be right back.
SUMMARY :
So our next first guest here on day one is car Capor So talk about how you guys relate with and storage is a foundation layer of how, and you do need a system that is simple, So just to elaborate on it, whenever you talk about multi-cloud, there are two pieces to it. as you know, and shifting left everyone's in the C I C D pipeline. And of course, you know, it needs to be feature rich and high performant and whatnot that comes with the, So you could describe that a little bit if you would, So object storage is the foundation of any cloud that you go with. So we partnered very closely with them and we were the first one to come up with, you know, you need high performance, So you got great downloads and update from developers. So the good thing about object storage is that if you look at So how's it work if I want to build some kind of multi-cloud whatever X, right. And most of the data that, you know, the emerging trend is that we see that data gets generated So you need to have an environment that looks and feels exactly what you have experienced at the central cloud on So you would follow VMware to the edge and be the object store there, or not necessarily if So yeah. We, we have seen starting it increasing yes. So they're persisting data at the edge. data that you need for, for the processing through whatever application systems that you, Maria, you were saying that multi-cloud yeah. Why is multi-cloud a Kubernetes game? And from storage standpoint, you know, the state of applications need to be held somewhere. So that's where, you know, So to speak Dockers doing pretty well as a result, they got, you know, starting to see certifications. So if you have the expertise, Kubernetes makes the task extremely So how does, how do you see that evolution piece taking With the economy being, you know, and the state that it is, they're getting hurt on the margin. So the Tansu, you know, 1.3, the application development platform that we heard in the keynotes So we partnered with them, you know, we were their design partner and So assuming that the hyper scales aren't stopping, innovating. the cloud, I think they have a really fair shot at, you know, Take a minute to explain what's going on with the company that you co-founded, the team what's going on. So in terms of the scale and growth, we couldn't be more happier. Right. So in those terms, I think from market and product alignment, we just couldn't be more happier. networking, compute never goes away, never goes the operating. And like, you know, As indie gross head once, you know, let chaos rain, rain in the chaos. Appreciate thank you for having me more coverage here.
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Raj Rajkotia, LootMogul | Monaco Crypto Summit 2022
>>Hello, welcome back to the cubes coverage of Monaco, crypto summit presented by digital bits. It's a conference where a lot of the people using digital bits and the industry coming together around the future of crypto in the applicates got a great guest garage, rod cot, founder, and CEO of an innovative company. Love this co I love this company, Luke mogul, Rob, thanks for coming on the queue. Appreciate it. Oh, >>Thank you for having >>Us. Yeah. So I checked out what you guys are doing. You've got the sports metaverse angle going on with super valuable, cuz sports is super entertaining. Uh, people are engaged. There's huge fan base, huge online now, digital convergence going on with the physical, you know, you see all kinds of sports betting going on now everything's going digital. There's a whole nother consumer experience going on with sports and the game is still the same on the, on the field or so to, or the court. That's correct. Yeah. Now it's going to digital take a minute to explain what you guys are working on. >>Yeah, so yes, we are building out a sports ERs where we are bringing athletes, whether they're NBA stars, NFL stars, w N B a many of those athletes into meows giving them the ownership of the entire, um, meows commerce along with gameplay. So that's something from our perspective, this, uh, this is something that we're focused on. We're building out stadiums. Athletes can own stadiums. Athlete can create their own training centers, media hubs. Um, and imagine Lisa, Leslie for example, is building out a woman leadership sports academy, right? We have Michael Cooper building out defensive academy. So those are all the brands. We have 174 NBA w N B stars. And, um, and we are building out this, >>The brand is the brand, is the platform that's correct. That's the trend we're seeing. And it's, it's also an extension of their reach in community. So there's, they can convert their star power and athlete with owner's approval. If they probably write it on to the contracts, he, they can imagine all the complications, but they bring that online and extend that energy and brand equity yep. To fans and social network. Yeah. >>And many of these athletes are tremendous successful in their web two careers, right? Yeah. Um, some are current athletes, some are former athletes, but they have built such a brand persona where people are following them on Instagram. For example, Carlos Boozer. He has like almost 6 million followers between Twitter and Instagram and those kind of brands are looking or how do I give back to the community? How do I engage with my community and web three? And especially with our platform, we are giving that power back to the players. >>So you guys got some big names booers on there. You mentioned Carlos Boozer. You mentioned that Lisa, Leslie others among others, Michael Cooper throw back to the old Lakers, uh, magic. Johnson's kind actually here in crypto. We just saw him in the lobbies and in dinner and the other night, um, at Nobu, um, you got a lot of NBA support. Take a take, take, even explain how you're working this angle. Uh, you got some great traction, uh, momentum. Um, you got great pedigree, riot games in your career. Uh, you kind of get the world, the tech world, the media world, as it comes together. What's the secret sauce here? Is it the NBA relationship combination of the team explained >>It's really focusing on what, uh, we are building on me was focusing on players first, right? So players are literally, we call our platform as, uh, owned by the players, made for the players. Uh, and engagement is really all done through the players, right? So that's our key sauce. And when we worked out with NBA, we, we are part of the NBA BPA acceleration program for 2022 that is funded by a six Z, uh, and, and many others. Um, and our partnership with league is very critical. So it's not only partnered with player association partnered with leagues, whether it's NBA, w N B a NFL. So those are the venues. And this becomes almost a program, especially for athletes to really generate this lifetime engagement and royalty model because some of this famous athletes really want to give back to the communities. So like for example, I use Lisa Leslie a lot, but Lisa, Leslie really wants to empower women leadership, leadership, and really help, um, women in sports, for example. Right? So those are the angles that, um, that really people are excited about. >>Well, for the people watching that might not understand some of the ins and outs of sports and, and rod, your background in your team, it's interesting. The sports teams have been on the big day to train for many, many years. You look at all the stadiums. Now they've got mobile devices, they got wifi under the chairs. They use data and technology to manage the team. Mm-hmm, <affirmative> manage the stadium and venue and operations suppliers, whatnot. And then also the fans. So you, they, they got about a decade or so experience already in the digital world. This is not new to the, to the sports world. Yeah. So you guys come to the table kind of at a good time. >>Yeah. Especially the defi of the sports, right? So there's a defi of the finance, but this is the really, uh, a, a decentralization of the sports is something that there's a lot of traction. And there are many companies that are really focusing on that. Our focus obviously is players first, right? How do we give power to the players? Uh, and those are really driving the entire engagement. And also the brands >>How's the NBA feel about this because, you know, you got the NBA and you get the team, you got the owners. I mean, the democratization of the players, which I love by the way that angle kind of brings their power. Now's the new kind of balance of power. How is the NBA handling this? What's some of the conversations you've had with the, the organization. >>Yeah. So obviously there are a lot of things that, uh, people have to be careful about, right? They have existing contracts, existing, digital media rights. Um, so that's something that, uh, we have to be very tactful when we are working with NBA and NPA, uh, on what we can say, we cannot say. So that is obviously they have a lot of existing multimillion or billion dollar contracts that they cannot void with the web because the evolution of web three, >>You know, I love, uh, riffing on the notion of contract compliance when there's major structural change happening. Remember back in baseball, back in the days before the internet, the franchise rights was geographic territory. Mm-hmm <affirmative> well, if you're the New York Yankees, you're doing great. If you're Milwaukee, you're not doing too good, but then comes the internet. That's good. That's no geography. There's no boundaries. That's good. So you're gonna have stadiums have virtual Bo. So again, how do they keep up with the contracts? Yeah. I mean, this is gonna be a fundamental issue. >>That's >>Good. Good. And I think if they don't move, the players are gonna fill that void. >>That's correct. Yeah. And especially with this, this an IL deal, right. That happened for the players, uh, especially college athletes. So we are in process of onboarding 1.5 million college athletes. Uh, and those athletes are looking for not only paying for the tuition for the colleges, but also for engagement and generating this early on, uh, >>More okay. Rod, we're gonna make a prediction here in the cube, 20, 20 we're in Monaco, all the NBA, NHL, the teams they're gonna be run by player Dows. Yeah. What do you think? A very good prediction. Yeah. Very good prediction. Yeah. I mean you, I mean, that's a joke, I'm joking aside. I mean, it's kind of connecting the dots, but you know, whether that happens or not, what this means is if this continues to go down this road, that's correct. Get the players collectively could come together. Yeah. And flip the script. >>Yeah. And that's the entire decentralization, right. So it's like the web three has really disrupted this industry as you know. Um, and, and I know your community knows that too. >>Of course, course we do. We love it. >>Something from sports perspective, we are very excited. >>Well, I love it. Love talking. Let's get to the, to the weeds here on the product, under the hood, tell about the roadmap, obviously NFTs are involved. That's kind of sexy right now. I get the digital asset model on there. Uh, but there's a lot more under the coverage. You gotta have a platform, you gotta have the big data and then ultimately align into connecting other systems together. How do you view the tech roadmap and the product roadmap? What's your vision? >>Yeah. So the, the one thing that you had to be T full, uh, as a company, whether it's LUT, mogul or any other startup, is you have to be really part of the ecosystem. So the reason why we are here at Monaco is that we obviously are looking at partnership with digital bits, um, and those kind of partnership, whether it's fourth centric, centric are very critical for the ecosystem in the community to grow. Um, and that's one thing you cannot build a, another, uh, isolated metaverse right? So that's one thing. Many companies have done it, but obviously not. >>It's a wall garden doesn't work. >>Exactly. So you have to be more open platform. So one things that we did early on in our platform, we have open APIs and SDKs where not only you as an athlete can bring in your, uh, other eCommerce or web, uh, NFTs or anything you want, but you can also bring in other real estate properties. So when we are building out this metaverse, you start with real estate, then you build out obviously stadiums and arenas and academies training academies, but then athletes can bring their, uh, web commerce, right. Where it's NFT wearables shoe line. So >>Not an ecosystem on top of Luke Mo. So you're like, I'm almost like you think about a platform as a service and a cloud computing paradigm. Yeah. Look different, not decentralized, but similarly enabling others, do the heavy lifting on their behalf. Yeah. Is that right? >>So that's correct. Yes. So we are calling ourself as the sports platform as a service, right. So we want to add the word sports because we, uh, in, in many contexts, right. When you're building metaverse, you can get distracted with them, especially we are in Los Angeles. Right. >>Can I get a luxury box for the cube and some of the metaverse islands and the stadiums you're doing? >>We, we are working >>On it. We're >>Definitely working on, especially the, uh, Los Angeles, uh, stadium. Yeah. >>Well, we're looking for some hosts, anyone out there looking for some hosts, uh, for the metaverse bring your avatar. You can host the cube, bro. Thanks for coming on the cube. Really appreciate. What's the, what's next for you guys, obviously, continuing to build momentum. You got your playful, how many people on the team what's going on, give a plug for the company. What are you looking for share with the audience, some of the, some of your goals. Yeah. >>So, uh, the main thing we're looking for is really, um, from a brand perspective, if you are looking at buying properties, this would be an amazing time to buy virtual sports stadium. Um, so we are, obviously we have 175 stadiums in roadmap right now. We started with Los Angeles. Then we are in San Francisco, New York, Qatar, Dubai. So all those sports stadiums, whether they're basketball, football, soccer are all the properties. And, uh, from a community perspective, if you want to get an early access, we are all about giving back to the community. Uh, so you can buy it at a much better presale price right now. Uh, so that's one, the second thing is that if you have any innovative ideas or a player that you want to integrate into, we have an very open platform from a community engagement perspective. If you have something unique from a land sale perspective yeah. Or the NFD perspective plug, contact us at, at Raj lumo.com. >>And I'm assuming virtual team, you in LA area where where's your home. >>So, yeah, so I live in Malibu, um, and our office is in Santa Monica. We have an office in India. Uh, we have few developers also in Europe. So, uh, and then we are team of 34 people right now >>Looking to hire some folks >>We are looking for, what >>Are you, what are you looking for? >>So, uh, we are looking for a passionate sports, uh, fanatics. >>It's a lot, not hard to find. Yeah. >><laugh> who knows how to also code. Right? So from blockchain perspective, we are, uh, chain agnostic. Uh, but obviously right now we are building on polygon, but we are chain agnostic. So if you have any blockchain development experience, uh, that's something we, we are looking for. Yeah. >>RA, thanks for coming out. Luke Mo check him out. I'm John furry with the cube here in Monaco for the mono crypto summit presented by digital bits. We got all the action, a lot of great guests going on, stay with us for more coverage. Um, John furrier, thanks for watching.
SUMMARY :
It's a conference where a lot of the people using digital bits and the industry coming together around the future of crypto in the applicates Now it's going to digital take a minute to explain what you guys are working on. So that's something from our perspective, this, uh, this is something that we're focused on. The brand is the brand, is the platform that's correct. we are giving that power back to the players. So you guys got some big names booers on there. So players are literally, we call our platform as, uh, So you guys come to the And also the brands How's the NBA feel about this because, you know, you got the NBA and you get the team, you got the owners. Um, so that's something that, uh, we have to be very tactful when we are So again, how do they keep up with the contracts? So we are in process of onboarding 1.5 million college athletes. I mean, it's kind of connecting the dots, but you know, whether that happens or not, what this means is if So it's like the web three has really Of course, course we do. I get the digital asset model on there. So the reason why we are So you have to be more open platform. do the heavy lifting on their behalf. So we want to add the word sports because we, uh, in, in many contexts, On it. Yeah. You can host the cube, bro. Uh, so that's one, the second thing is that if you have any innovative ideas or a player that you want to integrate into, So, uh, and then we are team of It's a lot, not hard to find. So if you have any blockchain development experience, uh, that's something we, We got all the action, a lot of great guests going on, stay with us for more coverage.
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Jon Sakoda, Decibel Partners | AWS Summit SF 2022
>>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco, where all the developers are the bay air at Silicon valley. And of course, eights summit in New York city is coming up in this summer. We'll be there as well. SF and NYC cube coverage. Look for us, of course, reinforcing Boston and re Mars with the whole robotics AI thing, all coming together. Lots of coverage. Stay with us. Say we've got a great guest from Deibel VC. John Skoda, founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, Matt. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over a decade. Um, >>It's been at least 10 years, at >>Least 10 years more, and we don't wanna actually go back as freeze back the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in >>It's a little bit of a throwback to the path though, in my opinion, >>It's all the same. It's all distributed computing and software. We ran each other in Cuban. You're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software, take old something old and make it better new, faster. So tell us about decibel. What's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you're doing. I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, sort of my was company when I was 24, if you remember before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called IM logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of software companies, uh, early investor in open source companies and cloud companies and spent a really wonderful 12 years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software C is, and I'll tell you, there's never been a better time than right now to start an enterprise software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or builder. Uh, they are building products that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops down. But you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community. So source or open source companies where you have a large technical cook community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great bottoms of motions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great grow, super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies there's no, I mean, consumer is enterprise now everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech and VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. Well, >>And, and I think all of us here that are, uh, may maybe students of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three. >>The hype is definitely one, three. You >>Yeah, but, >>But you know, for >>Sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and caught infrastructure spend, you know, it is by many measures over, uh, 500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, >>Well, let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get at it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher, a direct sales force and SAS kind of crushed that now SAS is being redefined, right. So what is SAS? Is snowflake a SaaS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data. And you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the Tech's better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all successful startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big, giant revolution. I call it the user driven revolution, right? It's the rise of the user. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one and the same. So sometimes people think the product, uh, is what is driving. >>You just pull the >>Product through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see and it, and it does extend into things like crypto or currencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement maybe started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. These end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the beneficiaries and the most, you know, kind of valued people in this. >>I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've been saying on the cube for probably about eight years now that we are gonna hit a digital hippie revolution, meaning a rebellion against the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it, it it's just like the, the, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign. >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion yeah. Around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either, it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try. I you, and sometimes, um, like it or not, it's a religious decision, right? Yeah. It's some, it's something that people just believe to be true almost without, uh, necessarily caring >>About I data, data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the person. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't think, oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. And I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and does it, is it gonna, it's gonna do, or it doesn't, or it either stands out to the load test or it doesn't. And so I, I feel like in this new economy that we live in really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product stand out for on the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their products exactly >>The volume back to the user led >>Growth. Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of Joe security used to say, Hey, like, you know, the, the really like today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's, if the, you know, it's gotta speak >>To the, to the user. But let me ask you a question for the people watching, who are maybe entrepreneurial entre entrepreneurs, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer? Just say, here's where I'm at. Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make bad vision of reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna align with your vision and, and want to invest in you wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta show the path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle. The journey can happen. Yeah. But it doesn't matter as much. If you share the long term vision, >>Don't flake out and, and be fashionable with the, the latest trends. Cause it's over before you even get >>There. Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens in six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Desel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There, there's three big trends that we invest in. And they're the, they're the only things we do day in, day out. One is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen on AMWA timeline >>Happening forever. >>But, uh, it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now a category of software. It's not just that we store data. It's now we move data and we develop applications. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more, more. Yeah. Uh, and those are the three major trends that we >>Run and security, you think we all need a dessert do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cybersecurity as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relat to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion and it still is a fraction of what >>We're, what we're national security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital that's >>Right. You mean arguably, right. Arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta outta say, I gotta love your firm. Love what you're doing. We're big supporters of your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking we'll maybe see a Coon. Uh, absolutely certainly EU maybe even north Americans in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the >>Show. Guess a bell V see Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After this short break, stay with us.
SUMMARY :
host of the cubes cube coverage of AWS summit 2022 here in San Francisco, Good to see you, Matt. I'm glad you're here because we run into each other all the time. So we'll get to that in It's all the same. I mean, you remember I'm a recovering entrepreneur, right? No, you're never recovering. if you remember before there was Facebook and friends, there was instant messaging. that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops Well, first of all, congratulations, and by the way, you got a great pedigree and great grow, super smart admire of your work You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. Ts is one big enterprise, cuz you gotta have imutability you got performance issues. of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, The hype is definitely one, three. the more time you spend in this world is this is the fastest growing part of I get at it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, And you might say product like growth is the beneficiaries and the most, you know, kind of valued people in this. you know, experienced the sixties. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution of, you know, societal trends with technology trends and how that manifests in our world is yes. You gotta convince someone to part with their ch their money and the first money in which you do a lot of is And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. of Joe security used to say, Hey, like, you know, the, the really like today's world of like consumption But let me ask you a question for the people watching, who are maybe entrepreneurial entre entrepreneurs, So I think the more that you can show Cause it's over before you even get I think many people that, that do what we do for a living will say, you know, What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right So I think many people think that all software is unquestionably moving to an Uh, and finally, it's the gift that keeps on giving. But if you think about it, the whole economy is moving online. So you get the convergence of national security, Arguably again, it's the area of the world that people should I gotta outta say, I gotta love your firm. Huge fan of what you guys are doing here. Founder for founders here on the cube,
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AWS Summit San Francisco 2022
More bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software and it starts with great technical founders with great products and great bottoms of emotions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart, but Myer of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies there's no, I mean, consumer is enterprise now, everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. <laugh> but remember, like right now there's also a tech and VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. >>Well, and, and I think all of us here that are, uh, may maybe students of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three >>Movement. The hype is definitely one web three. Yeah. >>But, >>But you know, >>For sure. Yeah, no, but now you're taking us further east of Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many measures over, uh, $500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, well, >>Let's get, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher, a direct sales force and SAS kind of crushed that now SAS is being redefined, right. So what is SAS is snowflake assassin or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data and you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of common across all successful startups and the overall adoption of technology. Um, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually like growth, right. They're one and the same. So sometimes people think the product, uh, is what is driving growth. >>You just pull the product >>Through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this, but maybe started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing. It's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the, and they're really the, the beneficiaries and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I have what been saying on the cube for probably about eight years now that we are gonna hit digital hippie revolution, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. You, we hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home group. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on. Well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal it'll trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion yeah. Around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? Yeah. It's so it's something that people just believe to be true almost without, uh, necessarily caring >>About data. Data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can get empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of it's about believing in the person. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. >>Oh, AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur. Right. And the persona of the entrepreneur would be, you know, so somebody who was a great salesperson or somebody who tell a great story, and I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and it does what it says it gonna it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in the new economy that we live in, really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative of because their product begins exactly >>The volume you back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the it's gotta speak to the, >>Speak to the user, but let me ask a question now that for the people watching, who are maybe entrepreneurial entre, preneurs, um, masterclass here in session. So I have to ask you, do you prefer, um, an entrepreneur come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine with you an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do, do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way. And we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be the, of more likely somebody is gonna align with your vision and, and wanna invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta >>Show the >>Path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle. The journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the latest trends because it's over before you can get there. >>Exactly. I think many people that, that do what we do for a living, we'll say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. <laugh> so you, you know, you sort of have to balance the, you know, we, we know that the world is going in this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but some times it happens in six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Bel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There's three big trends that we invest in. And the they're the only things we do day in, day out one is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen, an alwa timeline >>Happening forever. >>But, uh, it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now, a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a dessert do over, right? I mean, do we need you do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cybersecurity as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is run $150 billion. And it still is a fraction of what we're, >>What we're and national security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital that's >>Right. You mean arguably, right? I mean, arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say, you gotta love your firm. Love. You're doing we're big supporters, your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking and maybe see a Cuban. Uh, absolutely not. Certainly EU maybe even north Americans in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the show. >>Guess be VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After this short break, stay with us. Everyone. Welcome to the cue here. Live in San Francisco. K warn you for AWS summit 2022 we're live we're back with events. Also we're virtual. We got hybrid all kinds of events. This year, of course, summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube. Got a great guest here, Justin Kobe owner, and CEO of innovative solutions. Their booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us the story. What do you guys do? What's the elevator pitch. >>Yeah. <laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to mid-size businesses that are moving to the cloud, or have already moved to the cloud and really trying to understand how to best control security, compliance, all the good stuff that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is, but now we have offices down in Austin, Texas, up in Toronto, uh, Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago. And it's been a great ride. >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by a of us. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization, but obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? >>Yeah. It's a great question. Every CEO I talk to, that's a small mids to size business. They're all trying to understand how to leverage technology better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech is really at the, at the forefront and the center of that. So most customers are coming to us and they're of like, listen, we gotta move to the cloud or we move some things to the cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then so, uh, progressively working through a modernization strategy is always the better approach. And so we spend a lot of time with small to mid-size businesses who don't have the technology talent on staff to be able to do >>That. Yeah. And they want to get set up. But the, the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is not it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem. And you guys solve >>In the SMB space. The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and our hardened solutions. And so, um, what we try to do with, to technology staff that has traditional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether that's, we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to yeah. Feel like, listen, at the end of the day, I'm gonna be spending money in one place or another, whether that's on primer in the cloud, I just want know that I'm doing that way. That helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. Good. >>How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I think there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start down your journey in one way and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's a, gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning, the projects that early, not worrying about it, you got it mean most people don't abandon stuff cuz they're like, oh, I own it. >>Exactly. >>And they get, they get used to it. Like, and then they wait too long. >>That's exactly. >>Yeah. Frog and boiling water, as we used to say, oh, it's a great analogy. So I mean, this, this is a dynamic. That's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you guys come in. I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talked to at reinvent, that's a customer. Well, how many announcements did Andy jazzy announcer Adam? You know, the 5,000 announcement or whatever. They did huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just processes. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are >>Values. >>Our mission is, is very simple. We want to help every small to midsize business leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a 10 a company in the process of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning they know that we have their back and we're the safety net. So when a customer is saying, right, I'm gonna spend a couple thousand and dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going in alone. Who's there to help protect that. Number two, if you have a security posture and let's just say your high profile and you're gonna potentially be more vulnerable to security attacks. If you have a partner that's offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products, uh, that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own. It, it would cost 'em a four, >>The training alone would be insane. A risk factor. I mean the cost. Yes, absolutely opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018. When, uh, when we, he made the decision to go all in on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious, it wasn't requirement. It still isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front >>Desk and she could be running the Kubernetes clusters. I >>Love it. It's >>Amazing. >>But I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get >>The right people with. And that's a cultural factor that you guys have. So, so again, this is back to my whole point out SMBs and businesses in general, small and large it staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the buildout, um, uh, return factor, ROI piece. At what point in time as an owner, SMB, do I get to ROI? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cyber security issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one in the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Like critical issues. >>This is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about this, >>That's, that's what, at least a million in loading, if not three or more Just to get that app going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side. No. And they remind AI and ML. >>That's right. That's right. So to try to go it alone, to me, it's hard. It it's incredibly difficult. And the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll do all that exactly. In the it department. >>Exactly. >>So like, can we just call up, uh, you know, our old vendor that's >>Right. <laugh> right. Our old vendor. I like it, >>But that's so true. I mean, when I think about how, if I was a business owner starting a business today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. It's something that we talk about every, with every one of our small to mid-size >>Businesses. So just, I want get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative yeah. Award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, I was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduced other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. Yeah. I came in, I did an internship for six months and I loved it. I learned more in those six months than I probably did in my first couple of years at, uh, at RT long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2000 and I was like, Hey, I'm growing the value of this business. And who knows where you guys are gonna be another five years? What do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner. But if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that were gonna also buy the business with me. >>And they were the owners, no outside capital, >>None zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons. They all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like, if we're own, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015 and, uh, we made the decision that I was gonna buy the three partners out, um, go through an earn out process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the BI cuz they cared very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting all going all in on the cloud was important for us. And we haven't looked back. >>And at that time, the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly the, uh, and those kinds of big enterprises. The GA I don't wanna say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to midsize business to migrate completely to the cloud is as infrastructure was considered, that just didn't happen as often. Um, what we were seeing where the, a lot of our small to midsize business customers, they wanted to leverage cloud based backup, or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration. The, the Microsoft suite to the cloud. And a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on AWS at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is the app modernization? Is it data? What's the hot product and then put a plugin for the company. Awesome. >>So, uh, there's no question. Every customer is looking migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating into the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customer is not to be cash strapped and gives them an opportunity to move forward in a controlled, contained way so they can modernize. So >>Like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers and being empathetic to where they are in their journey. >>And that's the cloud upside is all about doubling down on the variable win that's right. Seeing the value and ING down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate >>It. Thank you very much for having me. >>Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching. We're back with more great coverage for two days after this short break >>Live on the floor in San Francisco for Aus summit. I'm John for host of the cube here for the next two days, getting all the actual back in person we're at AWS reinvent a few months ago. Now we're back events are coming back and we're happy to be here with the cube. Bring all the action. Also virtual. We have a hybrid cube, check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticking off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad to be here. >>So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to be back through events. It's >>Amazing. This is the first, uh, summit I've been to, to in what two, three >>Years. That's awesome. We'll be at the, uh, a AWS summit in New York as well. A lot of developers and the big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything devs sec ops, everyone kind of sees that you got containers, you got Benet, he's got cloud native. So the, the game is pretty much laid out. Mm-hmm <affirmative> and the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's >>Right. Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions. The at our around, especially the edge public cloud for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give >>An example, >>Uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech data and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running or FinTech on top of AWS services inside Panama. >>You know, what's interesting, Matthew is that we've been covering Aw since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and became the CEO. Now Adam slaps in charge, but the edge has always been that thing they've been trying to avoid. I don't wanna say trying to avoid, of course, Amazon would listens to the customer. They work backwards from the customer. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does >>Computing. >>It >>Does. That's not centralized in the public cloud now they got regions. So what is the issue with the edge what's driving? The behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see with the data at the edge, you got five GM having. So it's pretty obvious, but there was a slow transition. What was the driver for the edge? What's the driver now for edge action for AWS >>Data in is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation. Whereas today we have over 15 AWS edge services and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always use the riff on the cube, uh, cause it's basically Amazon in a box, pushed in the data center, running native, all this stuff, but now cloud native operations are kind of becoming standard. You're starting to see some standard. Deepak syncs group is doing some amazing work with opensource Raul's team on the AI side, obviously, uh, you got SW who's giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see local zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my datas center, do I want to manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outpost. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone now happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware can go deploy EKS anywhere in your VMware environment. And it's increasing the speed of adoption >>For sure. Right? So you guys are making a lot of good business decisions around managed cloud service. That's right. Innovative. Does that get the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in these new areas that you're helping out are they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their availability zones or their regions that you guys are delivering. What's the key is that they don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on what's making them money as a business. They wanna focus on their applications. They wanna focus on their customers. So they look towards AWS cloud and a AWS. You take the infrastructure, you take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. Uh, we help build out these things in local data centers for 32 plus year old company. We have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're that gap in helping deploy these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. So >>Basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it >>Works? Right. And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy fin in the Caribbean, we're gonna talk about hurricanes. And we're gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where now have data and you have applications that are tapping into that, that requirement. It makes total sense. We're seeing that across the board. So it's not like it's a, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. And in, in the islands there a lot of, lot of, lot of web three happening. What's your, what your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto to underlie parts of their central banks. Yeah. Um, so it's, it's up and coming. Uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a, uh, technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure, because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on >>It's interesting. I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, project going on. But if you look talk to all the crypto people that say, look, we do a smart contract, we use the blockchain. It's kind of over a lot of overhead and it's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain just for like smart contracts, for instance, or certain transactions. And they go to Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service. Well, what happened to decentralized? >>Yeah. And that's, and that's the conversation performance issue. Yeah. And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through, uh, a use case of a customer Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my a, I also want all the benefit of the cloud. So I want the modern, and I wanna migrate to the cloud for all those cloud benefits and the goodness of the cloud. What's the answer. >>Yeah. Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment that, that manufacturing plant can be hooked up, they don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with a regular commercially available hardware running VMware, and we deploy EKS anywhere on that. Inside of that manufacturing plant, we can do pre-procesing on things coming out of the robotics, depending on what we're manufacturing. Right. And then we can take those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard >>For data, data lake, or whatever, >>To the data lake. Yeah. Data lake house, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but a lot of that, uh, just in time business decisions, just time manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going to the data that saves that cost yeah. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data unless you have to. Um, but those new things are developing. So I wanna ask you what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacturing, industrial, whatever, the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? There's a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe, maybe this decision can wait. Right. And then how do I visualize that? By >>The way, it could be a bot tube doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture on the back. So there's new things developing. You've got more benefit. There >>Are, there are, and we have more and more people that, that want to talk less about databases and want to talk about data lakes because of this. They want to talk more about customers are starting to talk about throwing away data. Uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And well, >>I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session this, but the one pattern we're seeing come of the past year is that throwing away data's bad. Even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retrain their machine learning algorithms. Yep. So as data becomes co as we call it in our last showcase, we did a whole whole an event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw away. It's not just business benefits. Yeah. There's all kinds of new scale. There >>Are. And, and we have, uh, many customers that are running petabyte level. Um, they're, they're essentially data factories on, on, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move petabytes of data to AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a, kind of a, um, fun, I was told to ask you about your personal background on premise architect, Aus cloud, and skydiving instructor. How does that all work together? What tell, what does this mean? >>Yeah. Uh, I, >>You jumped out a plane and got a job. You got a customer to jump >>Out kind of. So I was, you jumped out. I was teaching Scott eing, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a Scott I instructor. Uh, I was teaching Scott eing and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and how his customers are working. And he can't find enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, I was living in a tent in the woods, teaching skydiving. I was like, I'd love to not live in a tent in the woods. So, uh, I started in the first day there, we had a, and, uh, EC two had just come out <laugh> um, and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that, and through being in on premises, migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services to premises. >>So it's such a great story. You know, I was gonna, you know, you know, the, the, the, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early days was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, uh, when that was coming out, it was, I mean, it was, it was still, and I, maybe it does still feel like that to some people, right. Yeah. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we >>It's much now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting stuff like jumping out of an airplane. Yeah. You guys, the right equipment, you gotta do the right things. Exactly. >>Right. >>Matthew, thanks for coming on the cube. Really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here, lot in San Francisco for AWS summit, I'm John for your host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. Look at this calendar for all the cube, actually@thecube.net. We'll right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube, a summit 2022. We're back in person. I'm John furry host of the cube. We'll be at the, a us summit in New York city this summer, check us out then. But right now, two days in San Francisco getting all coverage, what's going on in the cloud, we got a cube alumni and friend of the cube, my dos car CEO, investor, a Sierra, and also an investor and a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you, Pam. Cool. How are you? Good. >>How are you? >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah so give us the update. How much cash have you guys raised? What's the status of the company product what's going on? First >>Of all, thank you for having me. We're back to be business with you never while after. Great to see you. Um, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. Um, we have raised close to a hundred million there. Uh, the investors are people like nor west Menlo, true ventures, coast, lo ventures, Ram Shera, and all those people, all known guys that Antibe chime Paul Mayard web. So a whole bunch of operating people and, uh, Silicon valley vs are involved. >>And has it gone? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISR is going after is what I call the applying AI for customer service. It operations, it help desk the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and ServiceNow to take it to the next stage? Well, >>I love having you on the cube, Dave and I, and Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a, you're like a guest analyst. <laugh>, >>You know, >>You >>Get, the comment is fun to talk to you though. >>You get the commentary, you, your, your finger on the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud out scale. You predicted that we talked about in the cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing Docker just raised a hundred million on our $2 billion valuation back from the dead after they pivoted from an enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control, plane emerging, AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded observability there's 10 million observability companies. Data is the key. This is what's your angle on this. What's your take. Yeah, >>No, look, I think I'll give you the view that I see, right? I, from my side, obviously data is very clear. So the things that room system of record that you and me talked about, the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud native, it'll be called AI. NA NA is a new buzzword and using the AI for customer service, it operations. You talk about observability. I call it AI ops, applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and AI service desk. What needs to be helped desk with ServiceNow BMC <inaudible> you see a new ALA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflows, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with AI workflows. So you'll see AI going >>Off is RPA a company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI S one will be at their event this summer? Um, or is it a product company? I mean, I mean, RPA is almost, should be embedded in everything. >>It's a feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company also, but that automation should be a, in every area. Yeah. Like we call cloud NA and AI NATO it'll become automation. NA yeah. And that's your thinking. >>It's almost interesting me. I think about the, what you're talking about what's coming to mind is I'm kind having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it was middleware. It sat between two things and then the middle and it was software was action. Now you have all kinds of workflows abstractions everywhere. Right? So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed or they integrated. I mean, these are the challenges. This is crazy. What's the, >>So don't about the databases become all polyglot databases. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area, like, as you were talking about, it should be part of ServiceNow. It should be part of ISRA, like every company, every Salesforce. So that's why you see MuleSoft and Salesforce buying RPA companies. So you'll see all the SaaS companies could cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also will have an automation as a layer <inaudible> inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind us, you got the expo hall. You got, um, we're back to vents, but you got, you know, am Clume Ove, uh, Dynatrace data dog, innovative all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right. Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Deibel later today. He's a former NEA guy and we always talk to Jerry, Jen, we know all the, the VCs. What does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation. Cloud's bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's. Yes. Basically. Data's everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders, how Amazon created the startups 15 years back, everybody built on Amazon now, Azure and GCP. The next layer would be is people don't just build on Amazon. They're gonna build it on top of snowflake. Companies are snowflake becomes a data platform, right? People will build on snowflake. Right? So I see my old boss flagman try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer. Right? So I think that's the next level of <inaudible> trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis of a couple months ago called castles in the cloud where your Mo is what you do in the cloud. Not necessarily in, in the, in the IP. Um, Dave LAN and I had last reinvent, coined the term super cloud, right? He's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage, and guys, Charles Fitzgerald out there who we like was kind of shitting on us saying, Hey, you guys terrible, they didn't get it. Like, yeah, I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> cause he's cool. Um, but snowflake is on Amazon. Now. They say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist. And, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. It >>Is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer. Remember the middle layer pass will be snowflake so I can build it on snowflake. I can use them for data layer if I really need to size build it on force.com Salesforce. Yeah. Right. So I think that's where you'll see. So >>Basically the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be a super cloud. >>It is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. Yeah. >>Yeah. How are, how is Amazon and the clouds dealing with these big whales, the snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think they had Redshift. Amazon has got Redshift. Um, but Snowflake's a big customer in the, they're probably paying AWS, I think big bills too. So >>Joe on very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-optation will be there. So Amazon will have Redshift, but Amazon is also partnering with, uh, snowflake to have native snowflake data warehouses or data layer. So I think depending on the application use case, you have to use each of the above. I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that it comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, you know, foreclose, your, you that's right with some sort of internal hack. Uh, but I think, I think the general question that I have is that I, I think it's okay to have a super cloud like that because the rising tide is still happening at some point, when does the rising tide stop and do the people shopping up their knives, it gets more competitive or is it just an infinite growth? So >>I think it's growth. You call it cloud scale, you invented the word cloud scale. So I think look, cloud will continually agree, increase. I think there's as long as there more movement from on, uh, OnPrem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations. It helpless, even the customer service service now and, uh, ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go >>Made. I wanna get your thoughts for the folks watching that are, uh, enterprise buyers are practitioners, not suppliers to the more market, feel free to text me or DMing. The next question's really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products, cuz you know, the big enterprises now and you know, small, medium, large and large enterprise are all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or growing startup selling to an enterprise? Um, have you seen changes there? I mean I'm seeing some stuff, but why don't get your thoughts on that? What, >>No, it is. If I growing by or 2007 or eight, when I used to talk to you back then and Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or 1% today. Most companies are already spending 20, 30% with startups. Like if I look at a CIO or line of business, it's gone. Yeah. Can it go more? I think it can in the next four, five years. Yeah. Spending on the startups. >>Yeah. And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I reference the URL cause it's like, there's like a bunch of companies we've been promoting because the solutions that startups have actually are new stuff. Yes. It's bending, it's shifting for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there. Um, and goes back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure is code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share >>Yourself a lot of first is I see the AIOP solutions in the future should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app Dyna, right? Dynatrace, all this solution. We will go future towards predict to proactive solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service desk. Customers are give the data, share the data because we thought the data algorithms are useless. I can them, but I gotta train them, modify them, tweak them, make them >>Better, >>Make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to big data days back in 2009, you know, >>Look at, look how much data Rick has grown. >>It is. They doubled the >>Key cloud air kinda went private. So good stuff, man. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking at that growing customers and my customers are some of them, you like it's zoom auto desk McAfee, uh, grand to so all the top customers, um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on predict is one area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service. >>Great stuff, man. Great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of Aish summit 2022. And we're gonna be at Aus summit in San, uh, in New York in the summer. So look for that on this calendar, of course go to eight of us, startups.com. I mentioned that it's decipher all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit in new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the groove psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're can see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with bill group. He's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank >>You. Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit hosting, but they don't know how to do it. Like they're not >>Doing it right? So there's something opportunity there. It's like here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a midsize island, do begin doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enter prize technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream. But it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's of all the Adams, especially new CEO. Andy's move on to be the chief of all Amazon. Just so I'm the cover of was it time met magazine? Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. >>Well, there's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to port eight of us is trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. <laugh> either way, sounds like more exciting. Like I better >>Have a replacement ready <laugh> I, in case something goes wrong on the track, highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in east sports with other people in pure simulation of the race car. You gotta get the latest and videographic card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter, check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback late? Has there been uptick? What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's high. I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do >>That. We should do that. Actually. I think you're people would call in, oh, >>I, I think >>I guarantee we had that right now. People would call in and say, Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised about anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the >>Customer. You know, I always joke with Dave Alane about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0, 0 5, or we can't call, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And then there you go. Yeah. >>It's and the old joke at HP was if they, if they invented SU sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting. So they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on number of words, they can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage your parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination >>Of gots. You got EMR, you got EC two, you got S3 SQS. Well, RedShift's not an acronym you >>Gets is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation, they >>Shook up bean stock or is that still around? Oh, >>They never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, well, we built this thing in 2005 and everyone hates it, but while we certainly can't change it, now it has three customers on it. John three <laugh>. Okay. Simple BV still haunts our dreams. >>I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email I'm I couldn't figure out. Why can you just like roll it over? Why, why are you telling me? Just like, give me something else. All right. Okay. So let me talk about, uh, the other things I want to ask you, is that like, okay. So as Amazon better in some areas where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database Snowflake's got out database service. So Redshift, snowflake data breach is out there. So you got this co-op petition. Yes. How's that going? And what do you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with, and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multicloud. Cause obviously the other cloud shows are coming up. Amazon hated that word multicloud. Um, a lot of people though saying, you know, it's not a real good marketing word. Like multicloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multicloud? >>Multiple single >>Cloudant loves that term. Yeah. >>You know, you're building in multiple single points of failure, do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about my multi-cloud either as the industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on, but my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah, course. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journeyman and the, and the cloud journey going to all the events and then the pandemic hit. We now in the third year, who knows what it's gonna gonna end. Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing or just big changes you've seen with the pandemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece, come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck build group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas from wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is evenly. Distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smelled delightful. Let me assure you. But it was, but it's also nice to be. >>I have a product for you if you want, you know? Oh, >>Oh excellent. I look forward to it. What is it? Pudding? Why not? <laugh> >>What else have you seen? So when accessibility for talent. Yes. Which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentation have learned to tighten their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. Yeah. >>And you turn off your iMessage too. >>Oh yes. It's always fun in the, in the meetings when you're ho to someone and their colleague is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. Why >>Not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't the only entire sure. It's >>Fine. My kids text. Yeah, it's fine. Again, that's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you or I want to put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me about the painful spot that you specialize in. Yeah. Tell me a story there. >>I, I think >>That gets a glimpse in a hook and makes >>More, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did a thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they call for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in pan or Singapore, uh, to access them. And now they're in the index, they're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content. >>Absolutely >>Content value plus and >>Effecting. And that is the next big revelation of this industry is going to realize you have different companies. And, and I Amazon's case different service teams all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna basically give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here at Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up from the beginning. His great guy, check out his blog, his site, his newsletter screaming podcast. Corey, final question for, uh, what are you here doing? What's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck bill group. We solved one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are, it it's more or less a content operation where I in my continual and ongoing love affair with the sound of my own voice. >><laugh> and you're good. It's good content it's on, on point fun, Starky and relevant. So thanks for coming to the cube and sharing with us. Appreciate it. No >>Thank you button. >>You. Okay. This the cube covers here in San Francisco, California, the cube is back going to events. These are the summits, Amazon web services summits. They happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John fur. Keep, keep it right here. We'll be back with more coverage after this short break. Okay. Welcome back everyone. This's the cubes covers here in San Francisco, California, we're live on the show floor of AWS summit, 2022. I'm John for host of the cube and remember AWS summit in New York city coming up this summer, we'll be there as well. And of course reinvent the end of the year for all the cube coverage on cloud computing and AWS two great guests here from the APN global APN Sege chef Jenko and Jeff Grimes partner lead Jeff and Sege is doing partnerships global APN >>AWS global startup program. Yeah. >>Okay. Say that again. >>AWS. We'll start >>Program. That's the official name. >>I love >>It too long, too long for me. Thanks for coming on. Yeah, >>Of course. >>Appreciate it. Tell us about what's going on with you guys. What's the, how was you guys organized? You guys we're obviously we're in San Francisco bay area, Silicon valley, zillions of startups here, New York. It's got another one we're gonna be at tons of startups. A lot of 'em getting funded, big growth and cloud big growth and data secure hot in all sectors. >>Absolutely. >>So maybe, maybe we could just start with the global startup program. Um, it's essentially a white glove service that we provide to startups that are built on AWS. And the intention there is to help identify use cases that are being built on top of AWS. And for these startups, we want to pro vibe white glove support in co building products together. Right. Um, co-marketing and co-selling essentially, um, you know, the use cases that our customers need solved, um, that either they don't want to build themselves or are perhaps more innovative. Um, so the, a AWS global startup program provides white glove support. Dedicat at headcount for each one of those pillars. Um, and within our program, we've also provided incentives, programs go to market activities like the AWS startup showcase that we've built for these startups. >>Yeah. By the way, AWS startup, AWS startups.com is the URL, check it out. Okay. So partnerships are key. Jeff, what's your role? >>Yeah. So I'm responsible for leading the overall effort for the AWS global startup program. Um, so I've got a team of partner managers that are located throughout the us, uh, managing a few hundred startup ISVs right now. <laugh> >>Yeah, you got a >>Lot. We've got a lot. >>There's a lot. I gotta, I gotta ask a tough question. Okay. I'm I'm a startup founder. I got a team. I just got my series a we're grown. I'm trying to hire people. I'm super busy. What's in it for me. Yeah. What do you guys bring to the table? I love the white glove service, but translate that what's in it for what do I get out of it? What's >>A story. Good question. I focus, I think. Yeah, because we get, we get to see a lot of partners building their businesses on AWS. So, you know, from our perspective, helping these partners focus on what, what do we truly need to build by working backwards from customer feedback, right? How do we effectively go to market? Because we've seen startups do various things, um, through trial and error, um, and also just messaging, right? Because oftentimes partners or rather startups, um, try to boil the ocean with many different use cases. So we really help them, um, sort of laser focus on what are you really good at and how can we bring that to the customer as quickly as possible? >>Yeah. I mean, it's truly about helping that founder accelerate the growth of their company, right. And there's a lot that you can do with AWS, but focus is truly the key word there because they're gonna be able to find their little piece of real estate and absolutely deliver incredible outcomes for our customers. And then they can start their growth curve there. >>What are some of the coolest things you've seen with the APN that you can share publicly? I know you got a lot going on there, a lot of confidentiality. Um, but you know, we're here a lot of great partners on the floor here. I'm glad we're back at events. Uh, a lot of stuff going on digitally with virtual stuff and, and hybrid. What are some of the cool things you guys have seen in the APN that you can point to? >>Yeah, absolutely. I mean, I can point to few, you can take them. So, um, I think what's been fun over the years for me personally, I came from a startup brand sales at an early stage startup and, and I went through the whole thing. So I have a deep appreciation for what these guys are going through. And what's been interesting to see for me is taking some of these early stage guys, watching them progress, go public, get acquired and see that big day mm-hmm <affirmative>, uh, and being able to point to very specific items that we help them to get to that point. Uh, and it's just a really fun journey to watch. >>Yeah. I, and part of the reason why I really, um, love working at the AWS, uh, global startup program is working with passionate founders. Um, I just met with a founder today that it's gonna, he's gonna build a very big business one day, um, and watching them grow through these stages and supporting that growth. Um, I like to think of our program as a catalyst for enterprise is sort of scale. Yeah. Um, and through that we provide visibility, credibility and growth opportunities. >>Yeah. A lot, a lot of partners too. What I found talking to staff founders is when they have that milestone, they work so hard for it. Whether it's a B round C round Republic or get bought. Yeah. Um, then they take a deep breath and they look back at wow, what a journey it's been. So it's kind of emotional for sure. But still it's a grind. Right? You gotta, I mean, when you get funding, it's still day one. You don't stop. It's no celebrate, you got a big round or valuation. You still gotta execute >>And look it's hypercompetitive and it's brutally difficult. And our job is to try to make that a little less difficult and navigate those waters. Right. Where ever everyone's going after similar things. >>Yeah. And I think as a group element too, I observe that startups that I, I meet through the APN has been interesting because they feel part of AWS. Yeah, totally. As a group of community, as a vibe there. Um, I know they're hustling, they're trying to make things happen. But at the same time, Amazon throws a huge halo effect. I mean, that's a huge factor. I mean, you guys are the number one cloud in the business, the growth in every sector is booming. Yeah. And if you're a startup, you don't have that luxury yet. And look at companies like snowflake that built on top of AWS. I mean, people are winning by building on AWS. >>Yeah. And our, our, our program really validates their technology first. So we have, what's all the foundation's technical review that we put all of our startups through before we go to market. So that when enterprise customers are looking at startup technology, they know that it's already been vetted. And, um, to take that a step further and help these partners differentiate, we use programs like the competency programs, the DevOps competencies, the security competency, which continues to help, um, provide sort of a platform for these startups, help them differentiate. And also there's go to market benefits that are associated with that. >>Okay. So let me ask the, the question that's probably on everyone's mind, who's watching, certainly I asked this a lot. There's a lot of companies startups out there who makes the cut, is there a criteria cut? It's not like it's sports team or anything, but like sure. Like there's activate program, which is like, there's hundreds of thousands of startups out there. Not everyone is at the APN. Right? Correct. So ISVs again, that's a whole nother, that's a more mature partner that might have, you know, huge market cap or growth. How, how do you guys focus? How do you guys focus? I mean, you got a good question, you know, thousand flowers blooming all the time. Is there a new way you guys are looking at it? I know there's been some talk about restructure or, or new focus. What's the focus. >>Yeah. It's definitely not an easy task by any means. Um, but you know, I recently took over this role and we're really trying to establish focus areas, right. So obviously a lot of the ISVs that we look after are infrastructure ISVs. That's what we do. Uh, and so we have very specific pods that look after different type of partners. So we've got a security pod, we've got a DevOps pod, we've got core infrastructure, et cetera. And really, we're trying to find these ISVs that can solve, uh, really interesting AWS customer. >>You guys have a deliberate, uh, focus on these pillars. So what infrastructure, >>Security, DevOps, and data and analytics, and then line of business >>Line, business line business, like web >>Marketing, business apps, >>Owner type thing. Exactly. >>Yeah, exactly. >>So solutions there. Yeah. More solutions and the other ones are like hardcore. So infrastructure as well, like storage back up ransomware kind of stuff, or, >>Uh, storage, networking. >>Okay. Yeah. The classic >>Database, et cetera. Right. >>And so there's teams on each pillar. >>Yep. So I think what's, what's fascinating for the startups that we cover is that they've got, they truly have support from a build market sell perspective, right. So you've got someone who's technical to really help them get the technology, figured out someone to help them get the marketing message dialed and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in front of customers. >>Probably the number one request that we always ask for Amazon is can wish that sock report, oh, download it on the console, which we use all the time. <laugh> exactly. But security's a big deal. I mean, you know, ask the res are evolving, that role of DevOps is taking on dev SecOps. Um, I, I can see a lot of customers having that need for a relationship to move things faster. Do you guys provide like escalation or is that a part of a service or that not part of, uh, uh, >>Yeah, >>So the partner development manager can be an escalation for absolutely. Think of that. 'em as an extension of your business inside of AWS. >>Great. And you guys, how is that partner managers, uh, measure >>On those three pillars? Right. Got it. Are we billing, building valuable use cases? So product development go to market, so go to market activities, think blog, posts, webinars, case studies, so on and so forth. And then co-sell not only are we helping these partners win their current opportunities that they are sourcing, but can we also help them source net new deals? Yeah. Right. That's very, >>I mean, top asked from the partners is get me in front of customers. Right. Um, not an easy task, but that's a huge goal of ours to help them grow their top line. >>Right. Yeah. In fact, we had some interviews here on the cube earlier talking about that dynamic of how enterprise customers are buying. And it's interesting, a lot more POCs. I have one partner here that you guys work with, um, on observability, they got a huge POC with capital one mm-hmm <affirmative> and the enterprises are engaging the star ups and bringing them in. So the combination of open source software enterprises are leaning into that hard and bringing young growing startups in mm-hmm <affirmative>. Yep. So I could see that as a huge service that you guys can bring people in. >>Right. And they're bringing massively differentiated technology to the table. The challenge is they just might not have the brand recognition. The, at the big guys have mm-hmm <affirmative>. And so that's, our job is how do you get that great tech in front of the right situations? >>Okay. So my next question is about the show here, and then we'll talk globally. So here in San Francisco sure. You know, Silicon valley bay area, San Francisco bay area, a lot of startups, a lot of VCs, a lot of action. Mm-hmm <affirmative> so probably a big market for you guys. Yeah. So what's exciting here in SF. And then outside of SF, you guys have a global pro, have you see any trends that are geography based or is it sure areas more mature? There's certain regions that are better. I mean, I just interviewed a company here. That's doing, uh, a AWS edge really well in these cases. It's interesting that these, the partners are filling a lot of holes and gaps in the opportunities with a AWS. So what's exciting here. And then what's the global perspective. >>Yeah, totally. So obviously see a ton of partners from the bay area that we support. Um, but we're seeing a lot of really interesting technology come out of AMEA specifically. Yeah. Uh, and making a lot of noise here in the United States, which is great. Um, and so, you know, we definitely have that global presence and, and starting to see super differentiated technology come out of those regions. >>Yeah. Especially Tel Aviv. Yeah. >>Amy and real quick before you get into surge. It's interesting. The VC market in, in Europe is hot. They've got a lot of unicorns coming in. We've seen a lot of companies coming in. They're kind of rattling their own, you know, cage right now. Hey, look at us. Let's see if they crash, you know, but we don't see that happening. I mean, people have been predicting a crash now in, in the startup ecosystem for least a year. It's not crashing. In fact, funding's up. >>Yeah. The pandemic was hard on a lot of startups for sure. Yeah. Um, but what we've seen is many of these startups, they, as quickly as they can grow, they can also pivot as, as, as well. Um, and so I've actually seen many of our startups grow through the demo because their use cases are helping customers either save money, become more operationally efficient and provide value to leadership teams that need more visibility into their infrastructure during a pandemic. >>It's an interesting point. I talked to Andy jazzy and Adam Celski both say the same thing during the pandemic. Necessity's the mother of all invention. Yep. And startups can move fast. So with that, you guys are there to assist if I'm a startup and I gotta pivot cuz remember iterate and pivot, iterate and pivot. So you get your economics, that's the playbook of the ventures and the models. >>Exactly. How >>Do you guys help me do that? Give me an example of what me through. Pretend me, I'm a start up. Hey, I'm on the cloud. Oh my God. Pandemic. They need video conferencing. Hey cube. Yeah. What do I need? Search? What, what do >>I do? That's a good question. First thing is just listen. Yeah. I think what we have to do is a really good job of listening to the partner. Um, what are their needs? What is their problem statement? Where do they want to go at the end of the day? Um, and oftentimes because we've worked with, so how many successful startups that have come out of our program, we have, um, either through intuition or a playbook determined what is gonna be the best path forward and how do we get these partners to stop focusing on things that will eventually, um, just be a waste of time. Yeah. And, or not provide, or, you know, bring any fruit to the table, which, you know, essentially revenue. >>Well, we love startups here in the cube because one, um, they have good stories, they're oil and cutting edge, always pushing the envelope and they're kind of disrupting someone else. Yeah. And so they, they have an opinion. They don't mind sharing on camera. So love talking to startups. We love working with you guys on our startups. Showcases startups.com. Check out AWS startups.com and she got the showcase. So is, uh, final word. I'll give you guys the last word. What's the bottom line bumper sticker for AP globe. The global APN program summarize the opportunity for startups, what you guys bring to the table and we'll close it out. Totally. We'll start >>With you. Yeah. I think the AWS global startup programs here to help companies truly accelerate their business full stop. Right. And that's what we're here for. Love it. >>It's a good way to, it's a good way to put it. Dato yeah. >>All right. Thanks for coming out. Thanks John. Great to see you love working with you guys. Hey, startups need help. And the growing and huge market opportunities, the shift cloud scale data engineering, security infrastructure, all the markets are exploding in growth because of the digital transformation of realities here, open source and cloud. I'll making it happen here in the cube in San Francisco, California. I'm John furrier, your host. Thanks for >>Watching Cisco, John. >>Hello and welcome back to the Cube's live coverage here in San Francisco, California for AWS summit, 2022. I'm John for host of the cube. Uh, two days of coverage, AWS summit, 2022 in New York city coming up this summer will be there as well. Events are back. The cube is back of course, with the cube virtual cube hybrid, the cube.net. Check it out a lot of content this year more than ever a lot more cloud data cloud native, modern applic is all happening. Got a great guest here. Jeremy Burton, Cub alumni, uh, CEO of observe Inc in the middle of all the cloud scale, big data observability, Jeremy. Great to see you. Thanks. >>Coming on. Always great to come and talk to you on the queue, man. It's been been a few years, so, >>Um, well you, you got your hands. You're in the trenches with great startup, uh, good funding, great board, great people involved in the observability Smith hot area, but also you've been a senior executive president of Dell EMC. Um, 11 years ago you had a vision and you actually had an event called cloud meets big data. Um, yeah. And it's here, you predicted it 11 years ago. Um, look around it's cloud meets big data. >>Yeah. I mean the, the cloud thing I think, you know, was, was probably already a thing, but the big data thing I do claim credit for, for sort of catching that bus early, um, you know, we, we were on the, the, the bus early and, and I think it was only inevitable. Like, you know, if you could bring the economics and the compute of cloud to big data, you, you could find out things you could never possibly imagine. >>So you're close to a lot of companies that we've been covering deeply snowflake, obviously you involved, uh, at the board level, the other found, you know, the people there, uh, cloud, you know, Amazon, you know, what's going on here? Yeah. You're doing a startup as the CEO at the helm, uh, chief of observ, Inc, which is an observability, which is to me in the center of this confluence of data engineering, large scale integrations, um, data as code integrating into applications. I mean, it's a whole nother world developing, like you see with snowflake, it means snowflakes is super cloud as we call it. So a whole nother wave is here. What's your, what's this wave we're on what's how would you describe the wave? >>Well, a couple of things, I mean, people are, I think right in more software than, than ever before are why? Because they've realized that if, if you don't take your business online and offer a service, then you become largely irrelevant. And so you you've got a whole set of new applications. I think, I think more applications now than any point. Um, not, not just ever, but the mid nineties, I always looked at as the golden age of application development. Now, back then people were building for windows. Well, well now they're building for things like AWS is now the platform. Um, so you've got all of that going on. And then at the same time, the, the side effect of these applications is they generate data and lots of data. And the, you know, there's sort of the transactions, you know, what you bought today are something like that. But then there's what we do, which is all the telemetry, all the exhaust fumes. And I think people really are realizing that their differentiation is not so much their application. It's their understanding of the data. Can, can I understand who my best customers are, what I sell today. If people came to my website and didn't buy, then why not? Where did they drop off all of that? They wanna analyze. And, and the answers are all in the data. The question is, can you understand it >>In our last startup showcase, we featured data as code one of the insights that we got out of that, and I wanna get your opinion on our reaction to is, is that data used to be put into a data lake and turns into a data swamp or throw into the data warehouse. And then we'll do some queries, maybe a report once in a while. And so data, once it was done, unless it was real time, even real time was not good anymore after real time. That was the old way. Now you're seeing more and more, uh, effort to say, let's go look at the data, cuz now machine learning is getting better. Not just train once mm-hmm <affirmative> they're iterating. Yeah. This notion of iterating and then pivoting, iterating and pivoting. Yeah, that's a Silicon valley story. That's like how startups work, but now you're seeing data being treated the same way. So now you have another, this data concept that's now yeah. Part of a new way to create more value for the apps. So this whole, this whole new cycle of >>Yeah. >>Data being reused and repurposed and figured out and yeah, >>Yeah. I'm a big fan of, um, years ago. Uh, uh, just an amazing guy, Andy McAfee at the MIT C cell labs I spent time with and he, he had this line, which still sticks to me this day, which is look I'm I'm. He said I'm part of a body, which believes that everything is a matter of data. Like if you have enough data, you can answer any question. And, and this is going back 10 years when he was saying these kind of things and, and certainly, you know, research is on the forefront. But I think, you know, starting to see that mindset of the, the sort of MIT research be mainstream, you know, in enterprises, they they're realizing that. Yeah, it is about the data. You know, if I can better understand my data better than my competitor, then I've got an advantage. And so the question is is, is how, what, what technologies and what skills do I need in my organization to, to allow me to do that. >>So let's talk about observing you the CEO of, okay. Given you've seen the ways before you're in the front lines of observability, which again is in the center of all this action what's going on with the company. Give a quick minute to explain, observe for the folks who don't know what you guys do. What's the company doing? What's the funding status, what's the product status and what's the customer status. Yeah. >>So, um, we realized, you know, a handful of years ago, let's say five years ago that, um, look, the way people are building applications is different. They they're way more functional. They change every day. Uh, but in some respects they're a lot more complicated. They're distributed. They, you know, microservices architectures and when something goes wrong, um, the old way of troubleshooting and solving problems was not gonna fly because you had SA so much change going into production on a daily basis. It was hard to tell like where the problem was. And so we thought, okay, it's about time. Somebody looks at the exhaust fumes from this application and all the telemetry data and helps people troubleshoot and make sense of the problems that they're seeing. So, I mean, that's observability, it's actually a term that goes back to the 1960s. It was a guy called, uh, Rudolph like, like everything in tech, you know, it's, it's a reinvention of something from years gone by. >>Um, there's a guy called, um, Rudy Coleman in 1960s coiner term and, and, and the term was being able to determine the state of a system by looking at its external outputs. And so we've been going on this for, uh, the best part of four years now. Um, it took us three years just to build the product. I think, I think what people don't appreciate these days often is the barrier to entry in a lot of these markets is quite high. You, you need a lot of functionality to have something that's credible with a customer. Um, so yeah, this last year we, we, we did our first year selling, uh, we've got about 40 customers now. Um, we just we've got great investors for the hill ventures. Uh, I mean, Mike SP who was, you know, the, the guy who was the, really, the first guy in it snowflake and the, the initial investor were fortunate enough to, to have Mike and our board. And, um, you know, part of the observed story is closely knit with snowflake all of that time with your data, you know, we, we store in there. >>So I want to get, uh, yeah. Pivot to that. Mike SP snowflake, Jeremy Burton, the cube kind of, kind of same thinking this idea of a super cloud or what snowflake became. Yeah. Snowflake is massively successful on top of AWS. Mm-hmm <affirmative> and now you're seeing startups and companies build on top of snowflake. Yeah. So that's become an entrepreneurial story that we think that to go big in the cloud, you can have a cloud on a cloud, uh, like as Jerry, Jerry Chan and Greylock calls it, castles in the cloud where there are moats in the cloud. So you're close to it. I know you, you're doing some stuff with snowflake. So as a startup, what's your view on building on top of say a snowflake or an AWS, because again, you gotta go where the data is. You need all the data. >>Yeah. So >>What's your take on that? I mean, >>Having enough gray hair now, um, you know, again, in tech, I think if you wanna predict the future, look at the past. And, uh, you know, 20 years ago, 25 years ago, I was at a, a smaller company called Oracle and an Oracle was the database company. And, uh, their, their ambition was to manage all of the world's transactional data. And they built on a platform or a couple of platforms, one, one windows, and the other main one was Solaris. And so at that time, the operating system was the platform. And, and then that was the, you know, ecosystem that you would compete on top of. And then there were companies like SAP that built applications on top of Oracle. So then wind the clock forward 25 years gray hairs. <laugh> the platform, isn't the operating system anymore. The platform is AWS, you know, Google cloud. I gotta probably look around if I say that in. Yeah, >>It's okay. Columbia, but hyperscale. Yeah. CapX built out >>That is the new platform. And then snowflake comes along. Well, their aspiration is to manage all of the, not just human generated data, but machine generated data in the world of cloud. And I think they they've done an amazing job are doing for the, I'd say, say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And then there are folks like us come along and, and of course my ambition would be, look, if, if we can be as successful as an SAP building on top of snowflake, uh, as, as they were on top of Oracle, then, then we'd probably be quite happy, >>Happy. So you're building on top of snowflake, >>We're building on top of snowflake a hundred percent. And, um, you know, I've had folks say to me, well, aren't you worried about that? Isn't that a risk? It's like, well, that that's a risk. You're >>Still on the board. >>Yeah. I'm still on the board. Yeah. That's a risk I'm prepared to take. I am more on snowing. >>It sounds well, you're in a good spot. Stay on the board, then you'll know what's going on. Okay. No, yeah. Serious one. But the, this is a real dynamic. It is. It's not a one off its >>Well, and I do believe as well that the platform that you see now with AWS, if you look at the revenues of AWS is in order of magnitude, more than Microsoft was 25 years ago with windows mm-hmm <affirmative>. And so I've believe the opportunity for folks like snowflake and, and folks like observe it. It's an order of magnitude more than it was for the Oracle and the SAPs of the old world. >>Yeah. And I think this is really, I think this is something that this next generation of entrepreneurship is the go big scenario is you gotta be on a platform. Yeah. >>It's quite easy >>Or be the platform, but it's hard. There's only like how seats were at that table left >>Well value migrates up over time. So, you know, when the cloud thing got going, there were probably 10, 20, 30, you know, rack space and there's 1,000,001 infrastructure, a service platform as a service. My, my old, uh, um, employee EMC, we had pivotal, you know, pivotal was a platform as a service. Don't hear so much about it these days, but initially there's a lot of players and then it consolidates. And then to, to like extract, uh, a real business, you gotta move up, you gotta add value, you gotta build databases, then you gotta build applications. So >>It's interesting. Moving from the data center of the cloud was a dream for starters within if the provision, the CapEx. Yeah. Now the CapEx is in the cloud. Then you build on, on top of that, you got snowflake. Now you got on top of that. >>The assumption is almost that compute and storage is free. I know it's not quite free. Yeah. It's almost free, but you can, you know, as an application vendor, you think, well, what can I do if I assume compute and storage is free, that's the mindset you've gotta get >>Into. And I think the platform enablement to value. So if I'm an entrepreneur, I'm gonna get a series us multiple of value in what I'm paying. Yeah. Most people don't even blanket their Avis pills unless they're like massively huge. Yeah. Then it's a repatriation question or whatever discount question, but for most startups or any growing company, the Amazon bill should be a small factor. >>Yeah. I mean, a lot of people, um, ask me, uh, like, look you build in on snowflake. Um, you, you know, you, you, you're gonna be, you're gonna be paying their money. How, how, how, how does that work with your business model? If you're paying their money, you know, do, do you have a viable business? And it's like, well, okay. I, we could build a database as well and observe, but then I've got half the development team working on something that will never be as good as snowflake. And so we made the call early on that. No, no, we, we want a eight above the database. Yeah. Right. Snowflake are doing a great job of innovating on the database and, and the same is true of something like Amazon, like, like snowflake could have built their own cloud and their own platform, but they didn't. >>Yeah. And what's interesting is that Dave <inaudible> and I have been pointing this out and he's obviously a more on snowflake. I've been looking at data bricks, um, and the same dynamics happening, the proof is the ecosystem. Yeah. I mean, if you look at Snowflake's ecosystem right now and data bricks it's exploding. Right. I mean, the shows are selling out the floor. Space's book. That's the old days at VMware. Yeah. The old days at AWS. >>Well, and for snowflake and, and any platform from VI, it's a beautiful thing because, you know, we build on snowflake and we pay them money. They don't have to sell to us. Right. And we do a lot of the support. And so the, the economics work out really, really well. If you're a platform provider and you've got a lot of >>Ecosystems. Yeah. And then also you get, you get a, um, a trajectory of, uh, economies of scale with the institutional knowledge of snowflake integrations, right. New product, you're scaling a step function with them. >>Yeah. I mean, we manage 10 petabytes of data right now. Right. When I, when I, when I arrived at EMC in 2010, we had, we had one petabyte customer. And, and so at observe, we've been only selling the product for a year. We have 10 petabytes of data under management. And so been able to rely on a platform that can manage that is inve >>You know, well, Jeremy great conversation. Thanks for sharing your insights on the industry. Uh, we got a couple minutes left, um, put a plug in for observe. What do you guys know? You got some good funding, great partners. I don't know if you can talk about your, your, your POC customers, but you got a lot of high ends folks that are working with you. You getting in traction. >>Yeah. Yeah. Scales >>Around the corner. Sounds like, are you, is that where you are scale? >>We've got a big that that's when coming up in two or three weeks, we've got, we've got new funding, um, which is always great. Um, the product is, uh, really, really close. I think, as a startup, you always strive for market fit, you know, which is at which point can you just start hiring salespeople? And the revenue keeps going. We're getting pretty close to that right now. Um, we've got about 40 SaaS companies that run on the platform. They're almost all AWS Kubernetes, uh, which is our sweet spot to begin with, but we're starting to get some really interesting, um, enterprise type customers. We're, we're, you know, F five networks we're POC in right now with capital one, we got some interest in news around capital one coming up. I, I can't share too much, but it's gonna be exciting. And, and like I said, so hill continue to, to, >>I think capital one's a big snowflake customer as well. Right. >>They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early on. And, and they put snowflake in a position in the bank where they thought that snowflake could be successful. And, and today that, that is one of Snowflake's biggest accounts, >>Capital, one, very innovative cloud, obviously Atos customer, and very innovative, certainly in the CISO and CIO, um, on another point on where you're at. So you're, Prescale meaning you're about to scale, >>Right? >>So you got POCs, what's that trajectory look like? Can you see around the corner? What's, what's going on? What's on, around the corner. That you're, that you're gonna hit this straight and narrow and, and gas it fast. >>Yeah. I mean, the, the, the, the key thing for us is we gotta get the product. Right. Um, the nice thing about having a guy like Mike Pfizer on the board is he doesn't obsess about revenue at this stage. His questions that the board are always about, like is the product, right? Is the product right? Is the product right? Have you got the product right? And cuz we know when the product's right, we can then scale the sales team and, and the revenue will take care of itself. Yeah. So right now all the attention is on the product. Um, the, this year, the exciting thing is we we're, we're adding all the tracing visualizations. So people will be able to the kind of things that by in the day you could do with the new relics and AppDynamics, the last generation of, of APM tools, you're gonna be able to do that within observe. And we've already got the logs and the metrics capability in there. So for us this year is a big one, cuz we sort of complete the trifecta, you know, the, the >>Logs, what's the secret sauce observe. What if you had the, put it into a, a, a sentence what's the secret sauce? >>I, I, I think, you know, an amazing founding engineering team, uh, number one, I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. And we've got great long term investors and, and the biggest thing our investors give is it actually, it's not just money. It gives us time to get the product, right. Because if we get the product right, then we can get the growth. >>Got it. Final question. While I got you here, you've been on the enterprise business for a long time. What's the buyer landscape out there. You got people doing POCs on capital one scale. So we know that goes on. What's the appetite at the buyer side for startups and what are their requirements that you're seeing? Uh, obviously we're seeing people go in and dip into the startup pool because new ways to refactor their, this restructure. So, so a lot of happening in cloud, what's the criteria. How are enterprises engaging in with startups? >>Yeah. I mean, enterprises, they know they've gotta spend money transforming the business. I mean, this was, I almost feel like my old Dell or EMC self there, but, um, what, what we were saying five years ago is happening. Um, everybody needs to figure out a way to take their business to this digital world. Everybody has to do it. So the nice thing from a startup standpoint is they know at times they need to risk or, or take a bet on new technology in order to, to help them do that. So I think you've got buyers that a have money, uh, B it prepared to take risks and it's, it's a race against time to you'll get their, their offerings in this, a new digital footprint. >>Final, final question. What's the state of AWS. Where do you see them going next? Obviously they're continuing to be successful. How does cloud 3.0, or they always say it's day one, but it's more like day 10, but what's next for Aw. Where do they go from here? Obviously they're doing well. They're getting bigger and bigger. Yeah, >>Better. It's an amazing story. I mean, you know, we're, we're on AWS as well. And so I, I think if they keep nurturing the builders and the ecosystem, then that is their superpower. They, they have an early leads. And if you look at where, you know, maybe the likes of Microsoft lost the plot in the, in the late nineties, it was, they stopped, uh, really caring about developers in the folks who were building on top of their ecosystem. In fact, they started buying up their ecosystem and competing with people in their ecosystem. And I see with AWS, they, they have an amazing headstart and if they did more, you know, if they do more than that, that's, what's gonna keep this juggernaut rolling for many years to come. >>Yeah. They got the Silicon and got the stack. They're developing Jeremy Burton inside the cube, great resource for commentary, but also founding with the CEO of a company called observing in the middle of all the action on the board of snowflake as well. Um, great startup. Thanks for coming on the cube. Always a pleasure. Okay. Live from San Francisco. It's to cube. I'm John for your host. Stay with us more coverage from San Francisco, California after the short break. >>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco. We're all the developers are the bay air at Silicon valley. And of course, AWS summit in New York city is coming up in the summer. We'll be there as well. SF and NYC cube coverage. Look for us. Of course, reinforcing Boston and re Mars with the whole robotics, AI. They all coming together. Lots of coverage stay with us today. We've got a great guest from Bel VC. John founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, man. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over decade. Um, >>It's been at least 10 years, >>At least 10 years more. And we don't wanna actually go back as bring back the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in a second. We, >>We are, it's a little bit of a throwback to the path though, in my opinion, >>It's all the same. It's all distributed computing and software. We ran each other in cube con. You're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software to take an old something old and make it better new, faster. So tell us about Bel what's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you, I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, started my first company when I was 24. If you remember, before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called IM logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of software companies, uh, early investor in open source companies and cloud companies and spent a really wonderful years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software companies. And I'll tell you, there's never been a better time than right now to start an enterprise software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or a builder mm-hmm <affirmative>, uh, they are building that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops down. But you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early adopters. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great bottoms of motions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background. You're super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is, is all companies there's no, I mean, consumer is enterprise now. Everything is what was once a niche, not, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech in VC conference in Miami <laugh> and it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, well, >>MFTs is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. >>Well, and, and I think all of us here that are of may, maybe students of his stream have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three >>Movement. The hype is definitely web >>Three. Yeah. But, >>But you know, >>For sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case and maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many measures over, uh, $500 billion in growing, you know, 20 to 30 a year. So it it's a, it's a just incredibly fast >>Let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, for, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Lutman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, hire a direct sales force and sass kind of crushed that now SAS is being redefined, right. So what is SAS? Is snowflake a SAS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, and they own all my data. And you know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all six of startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one in the same. So sometimes people think the product, uh, is what is driving. >>You just pull the product >>Through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement may be started with open source where users were contributors, you know, contributors were users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the offic and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a gen Xer technically. So for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've, I've been saying on the cube for probably about eight years now that we are gonna hit a digital hippie Revolut, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one of group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>During the mainframe days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on like, well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion around the way in which a product is built. Right. And we can use open source. One example of that religion. Some people say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? It's, it's something that people just believe to be true almost without, uh, necessarily. I mean, >>The data drives all decision making. Let me ask you this next question. As a VC. Now you look at pitch, well, you've been a VC for many years, but you also have the founder entrepreneurial mindset, but you can empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the first. So faking it till you make it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. Oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. And I still think that that's important, right. It still is a human need for people to believe in narratives and stories. Yeah. But having said that you're right. The proof is in the pudding, right. At some point you click download and you try the product and it does what it says it's gonna, it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in this new economy, that're, we live in really, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their product begin for exactly >>The volume you back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song is the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, like the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with for right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the it's gotta speak to the, >>Exactly. Speak to the user. But let me ask a question now that for the people watching, who are maybe entrepreneurial entre entrepreneurs, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur to come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think will become, right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna to align with your vision and, and want to invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I, you gotta show the path. I think the single most important thing for any founder and VC relationship is that they have the same vision. Uh, if you have the same vision, you can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle of the journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the, the latest trends because it's over before you even get there. >>Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens ins six months. Sometimes it takes six years. Sometimes it takes 16 years. Uh, >>What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Tebel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There there's three big trends that we invest in. And then the, the only things we do day in day out one is the explosion at open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen an alwa timeline happening forever, but it is, it is accelerating faster than we've ever seen. So I, I think it's its one big mass of wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a market as any of the other markets that we invest in. Uh, and finally it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is underinvested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cyber security as an add-on. Yeah. But if you think about it, the whole like economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion and it still is a fraction of what >>We're, what we're and even boom is booming now. So you get the convergence of national security, geopolitics, internet digital >>That's right. You mean arguably, right. Arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say you gotta love your firm. Love who you're doing. We're big supporters of your mission. Congrat is on your entrepreneurial venture. And uh, we'll be, we'll be talking and maybe see a Cuban. Uh, >>Absolutely >>Not. Certainly EU maybe even north America's in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for helping me on the show. >>Des bell VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California, after the short break, stay with us. Hey everyone. Welcome to the cue here. Live in San Francisco, California for AWS summit, 2022 we're live we're back with events. Also we're virtual. We got hybrid all kinds of events. This year, of course, 80% summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube. Got a great guest here. Justin Colby, owner and CEO of innovative solutions they booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us the story. What do you guys do? What's the elevator pitch. Yeah. >><laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to midsize businesses that are moving to the cloud or have already moved to the cloud and really trying to understand how to best control, cost, security, compliance, all the good stuff, uh, that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is. But now we have offices down in Austin, Texas up in Toronto, uh, Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago. And it's been a great ride. >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by AWS. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization and obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? Yeah. >>It's a great question. Every CEO I talk to, that's a small to mid-size business. I'll try and understand how to leverage technology better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech is really at the, at the forefront and the center of that. So most customers are coming to us and they're like, listen, we gotta move to the out or we move some things to the cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then, uh, progressively working through a modernization strategy is always the better approach. And so we spend a lot of time with small to midsize businesses who don't have the technology talent on staff to be able to do >>That. Yeah. They want to get set up. But the, the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is. And it's not, it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem you guys solve >>The SMB space. The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and are hardened solutions. And so, um, what we try to do with technology staff that has additional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether that's, we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to, yeah, they're like, listen, the end of the day, I'm gonna be spending money in one place or another, whether that's OnPrem or in the cloud. I just want to know that I'm doing that in a way that helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. Good. >>How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I think there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start the, on your journey in one way, and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's a, gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning, the projects that early and not worrying about it, you got it. I mean, most people don't abandon stuff cuz they're like, oh, I own it. >>Exactly. >>And they get, they get used to it. Like, and then they wait too long. >>That's exactly. Yeah. >>Frog and boiling water as we used to say so, oh, it's a great analogy. So I mean this, this is a dynamic that's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you guys come in. I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talk to at reinvent, that's a customer. Well, how many announcements did Andy jazzy announcer Adam, you know, five, a thousand announcement or whatever they did with huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just product. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are >>The values. >>Our mission is, is very simple. We want to help every small to mid-size business, leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a tech company in the pro of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning know that we have their back and we're the safety net. So when a customer is saying, all right, I'm gonna spend a couple thousand dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going on loan. Who's there to help protect that. Number two, if you have a security posture and let's just say you're high profile and you're gonna potentially be more vulnerable to security attack. If you have a partner that's offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own, it would cost 'em a fortune. If >>It's training alone would be insane. A risk factor not mean the cost. Yes, absolutely. Opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. Yeah. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018, when, uh, when we made the decision to go all on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious decision. It wasn't requirement isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front desk >>And she could be running the Kubernetes clusters. I >>Love it. It's amazing. So I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get the right >>People involved. And that's a cultural factor that you guys have. So, so again, this is back to my whole point about SMBs and BIS is in general, small and large. It staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the build out, um, uh, return factor, ROI piece. At what point in time as an owner or SMB, do I get the why? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cyber security issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one in the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Like critical issues. This >>Is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about this, that's, >>That's what, at least a million in bloating, if not three or more Just to get that going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side now. Yeah. No. And nevermind AI and ML. That's >>Right. That's right. So to try to go it alone, to me, it's hard. It's incredibly difficult. And the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll do all that exactly. In the it department. >>Exactly. >>Like, can we just call up, uh, you know, our old vendor that's >>Right. <laugh> right. Our old vendor. I like >>It, >>But that's so true. I mean, when I think about how, if I were a business owner starting a business today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. And it's something that we tell, talk about every, with every one of our small to mid-size >>Businesses. So just, I wanna get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative yeah. Award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, I was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduce other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. And I came in, I did an internship for six months and I loved it. I learned more in those six months that I probably did in my first couple of years at, uh, at RT long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2010 and I was like, Hey, on the value of this business and who knows where you guys are gonna be another five years, what do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that were gonna also buy into the business with me. >>And they were the owners, no outside capital, none >>Zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons, they all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like if we're owners, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015, and, uh, we made the decision that I was gonna buy the three partners out, um, go through an early now process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the business, cuz they cared very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting going all in on the cloud was important for us and we haven't looked back. >>And at that time the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly. And those kinds of big enterprises, the GA I don't wanna say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to mid-size business, to migrate completely to the cloud as, as infrastructure was considered. That just didn't happen as often. Um, what we were seeing where a lot of our small to mid-size as customers, they wanted to leverage cloud-based backup or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration, the Microsoft suite to the cloud. And a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on AWS at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is it the app modernization? Is it data? What's the hot product and then put a plug in for the company. Awesome. >>So, uh, there's no question. Every customer is looking to migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customers not to be cash strap and gives them an opportunity to move forward in a controlled, contained way so that they can modernize. >>So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers and being empathetic to where they are in their journey. >>And that's the cloud upside is all about doubling down on the variable wind. That's right. Seeing the value and Ling down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate it. >>Thank you very much for having me. >>Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching. We're back with more great coverage for two days after this short break, >>Live on the floor and see San Francisco for a AWS summit. I'm John ferry, host of the cube here for the next two days, getting all the action we're back in person. We're at a AWS reinvent a few months ago. Now we're back. Events are coming back and we're happy to be here with the cube. Bring all the action. Also virtual. We have a hybrid cube. Check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticking off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad to be >>Here. So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to have to be back through events. >>It's amazing. This is the first, uh, summit I've been to and what two, three years. >>It's awesome. We'll be at the UHS summit in New York as well. A lot of developers and a big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, you got cloud native. So the game is pretty much laid out mm-hmm <affirmative> and the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's right. >>Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions that are around, especially the edge public cloud for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give an example, uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running their FinTech on top of AWS services inside Panama. >>You know, it's interesting, Matthew is that we've been covering a, since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and became the CEO. Now Adam's in charge, but the edge has always been that thing they've been trying to avoid. I don't wanna say trying to avoid, of course, Amazon would listen to the customers. They work backwards from the customer. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does computing. It >>Does. That's not centralized in the public cloud now they got regions. So what is the issue at the edge what's driving the behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see that the data at the edge, you got 5g having. So it's pretty obvious, but there's a slow transition. What was the driver for the edge? What's the driver now for edge action for AWS >>Data is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation where today we have over 15 AWS edge services and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always used to riff on the cube cause it's basically Amazon and a box pushed in the data center, running native, all the stuff, but now cloud native operations are kind of becoming standard. You're starting to see some standard Deepak syncs. Group's doing some amazing work with open source Rauls team on the AI side, obviously, uh, you got SW, he was giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see local zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my data center, do I want to manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outposts. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone. Now what's happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware. We can go deploy EKS anywhere or in your VMware environment. And it's increasing the speed of adoption >>For sure. Right? So you guys are making a lot of good business decisions around managed cloud service. That's right. Innovative as that you get the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in, in these new areas that you're helping out are, they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their availability zones or their regions that you guys are delivering. What's the key is it. They don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on, what's making them money as a business. They want on their applications. They want to focus on their customers. So they look towards AWS cloud and say, AWS, you take the infrastructure. You take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. Uh, we help build out these things in local data centers for 32 plus year old company. We have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're filling that gap in helping of these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. So >>Basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it works? Right. >>And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy FinTech in the Caribbean, we talk about hurricanes and we're gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where you now have data and you have applications that are tapping into that, that required. It makes total sense. We're seeing that across the board. So it's not like it's, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. And in, in the islands there a lot of, lot of, lot of web three happening. What's your, what's your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto to underlie parts of their central banks. Yeah. Um, so it's, it's up and coming a, uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a, uh, technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure, because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on it's >>Interesting. I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, projects going on. But if you look talk to all the crypto people that say, look, we do a smart concept. We use the blockchain. It's kind of over a lot of overhead and it's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain, just for this like smart contracts for instance, or certain transactions. And they go into Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service, but what happened to decentralized. >>Yeah. And that's, and that's the conversation performance issue. Yeah. And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through, uh, a use case of a customer, um, Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud. Um, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my ad. And I also want all the benefit of the cloud. So I want the modernization and I wanna migrate to the cloud for all those cloud benefits and the goodness of the cloud. What's the answer. Yeah. >>Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment inside that, that manufacturing plant can be hooked up. They don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with, uh, regular commercial available hardware running VMware, and we deploy EKS anywhere on that. Uh, inside of that manufacturing plant, uh, we can do pre-procesing on things coming out of the, uh, the robotics that depending on what we're manufacturing, right. Uh, and then we can take those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard for >>Data, data lake, or whatever, to >>The data lake. Yeah. Data lake house, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but a lot of that, uh, just in time business decisions, just in time, manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going to the data that saves that cost yep. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data, unless you have to, um, those new things are developing. So I wanna ask you what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacturing, industrial, whatever, the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? This is a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud out? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe maybe decision can wait. Right? Yeah. Uh, and then how do I visualize that? By >>The way, it could be a bot too, doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture on the back. So there's new things developing. You've got more benefit. There >>Are, there are. And, and we have more and more people that, that want to talk less about databases and want to talk more about data lakes because of this. They want to talk more about customers are starting to talk about throwing away data, uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And >>Well, I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session on this, but the one pattern was income of the past year is that throwing away data's bad. Even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retrain their machine learning algorithms. Yep. So as data becomes code, as we call it our lab showcase, we did a whole, whole, that event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw away. It's not just business benefits. Yeah. There's all kinds of new scale. There >>Are. And, and we have, uh, many customers that are run petabyte level. Um, they're, they're essentially data factories on, on, uh, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move petabytes of data to the AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a kind of a, um, fun note. I was told to ask you about your personal background on premise architect, a cloud and skydiving instructor. <laugh> how does that all work together? What tell, what does this mean? Yeah. >>Uh, you >>Jumped out a plane and got a job. You, you got a customer to jump out >>Kind of. So I was jump, I was teaching Scott eing, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a Scott I instructor. Yeah. Uh, I was teaching Scott eing and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and, and how his cus customers are working. And he can't find enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, uh, I was living in a tent in the woods teaching scout. I think I was like, I'd love to not live in a tent in the woods. So, uh, uh, I started in the first day there, uh, we had a, a discussion, uh, EC two, just come out <laugh> um, and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that and through being an on premises migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services to >>It's. So it's such a great story, you know, I was gonna, you know, you know, the, the, the, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early day was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, um, when that was coming out, it was, I mean, it was, it was still, and I, maybe it does still feel like that to some people. Right. But, uh, it was, it was the same kind of feeling that we had in the early days, AWS, the same feeling we have when we >>It's pretty much now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting edge stuff, like jumping out of an airplane. Yeah. You guys, the right equipment, you gotta do the right things. Exactly. >>Right. >>Matthew, thanks for coming on the cube. Really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here live and San Francisco for summit. I'm John Forry host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. look@thiscalendarforallthecubeactionatthecube.net. We'll be right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube a be summit 2022. We're back in person. I'm John fury host to the cube. We'll be at the eight of his summit in New York city. This summer, check us out then. But right now, two days in San Francisco, getting all the coverage what's going on in the cloud, we got a cube alumni and friend of the cube, my dudes, car CEO, investor, a Sierra, and also an investor and a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you, sir. Chris. Cool. How are, are you >>Good? How are you? >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah. So give us the update. How much cash have you guys raised? What's the status of the company product what's going on? First >>Of all, thank you for having me back to be business with you. Never great to see you. Um, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. Um, we have raised close to a hundred million there. Uh, the investors are people like Norwes Menlo, Tru ventures, coast, lo ventures, Ram Sheam and all those people, all well known guys. The Andy Beckel chime, Paul Mo uh, main web. So a whole bunch of operating people and, uh, Silicon valley VCs are involved >>And has it come? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISR is going after is what I call the applying AI for customer service. It operations, it help desk, uh, the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and ServiceNow to take it to the next stage? >>Well, I love having you on the cube, Dave and I, Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a GE, you're like a guest analyst. <laugh> >>You know who you >>Get to call this fun to talk. You though, >>You got the commentary, you, your, your finger on the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud scale. You predicted that we talked about on cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing DACA just raised a hundred million on a 2 billion valuation back from the dead after they pivoted from an enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control, plane emerging, AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded, observability there's 10 million observability companies. Data is the key. What's your angle on this? What's your take. Yeah, >>No, look, I think I'll give you the view that I see right from my side. Obviously data is very clear. So the things that remember system of recorded you and me talked about the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud NA it'll be called AI, NA AI native is a new buzzword and using the AI customer service it operations. You talk about observability. I call it, AIOps applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and service desk. What needs to be helped us with ServiceNow BMC G you see a new ELA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflow, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with a AI workflows. So you'll see AI going >>Off is RPA a company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI pass? One will be at their event this summer? Um, is it a product company? I mean, I mean, RPA is almost, should be embedded in everything. It's >>A feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company, or, but that automation should be embedded in every area. Yeah. Like we call cloud NA and AI NATO it'll become automation. NA yeah. And that's your thinking. >>It's almost interesting me. I think about the, what you're talking about what's coming to mind is I'm kinda having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it. It was middleware. It sat between two things and then the middle, and it was software abstraction. Now you have all, all kinds of workflows, abstractions everywhere. So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed or they integrated. I mean, these are the challenges. This is crazy. What's the, >>So don't about the databases become called poly databases. Yeah. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area like you were talking about. It should be part of service. Now it should be part of ISRA, like every company, every Salesforce. So that's why you see MuleSoft and Salesforce buying RPA companies. So you'll see all the SaaS companies, cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also have an automation as a layer <inaudible> inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind us, you've got the expo hall. We got, um, we're back to vents, but you got, you know, AMD, Clum, Ove, uh, Dynatrace data, dog, innovative, all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right. Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Bel later today. He's a former NEA guy and we always talk to Jerry, Jen. We know all the, the VCs. What does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation, clouds bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's code. Yes. Basically data is everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders of Amazon created the startups 15 years back. Everybody built on Amazon now, Azure and GCP. The next layer would be is people don't just build on Amazon. They're going to build it on top of snowflake. Companies are snowflake becomes a data platform, right? People will build on snowflake. Right? So I see my old boss flagman try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer. Right? So I think that's in the of, <inaudible> trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis a couple months ago called castles in the cloud where your moat is, what you do in the cloud. Not necessarily in the, in the IP. Um, Dave LAN and I had last reinvent, coined the term super cloud, right? He's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage. And guys like Charles Fitzgeral out there, who we like was kind of shit on us saying, Hey, you guys terrible, they didn't get it. Like, yeah. I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> if he's cool. Um, but snowflake is on Amazon. Yes. Now they say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist. And, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. >>It is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer. Remember the middle layer pass will be snowflake. So can build it on snowflake. I can use them for data layer. If I really need to size, I'll build it on four.com Salesforce. So I think that's where you'll see. So >>Basically if you're an entrepreneur, the north star in terms of the outcome is be a super cloud. >>It is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. >>Yeah. Yeah. How are, how is Amazon and the clouds dealing with these big whales? The snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think got Redshift. Amazon has got red, um, but Snowflake's a big customer. They're probably paying AWS think big bills too. >>So John, very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-option will be there. So Amazon will have Redshift, but Amazon is also partnering with, uh, snowflake to have native snowflake data warehouse as a data layer. So I think depending on the application use case, you have to use each of the above. I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, You know, foreclose your value that's right. But some sort of internal hack, but I think, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising tide is still happening at some point. When does the rising tide stop >>And >>Do the people shopping up their knives, it gets more competitive or is it just an infinite growth cycle? I >>Think it's growth. You call it cloud scale. You invented the word cloud scale. So I think look, cloud will continually agree, increase. I think there's, as long as there are more movement from on, uh, OnPrem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations. It helpless, even the customer service service now and, uh, ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go made. >>I wanna get your thoughts for the folks watching that are, uh, enterprise buyers or practitioners, not suppliers to the market, feel free to, to XME or DMing. Next question's really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products. Cause you know, the big enterprises now and, you know, small, medium, large, and large enterprise are all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or a growing startup selling to an enterprise? Um, have you seen changes there? I mean I'm seeing some stuff, but why don't we get your thoughts on that? What, no, it is. >>If I remember going back to our 2007 or eight, it, when I used to talk to you back then when Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or 1% today. Most companies are already spending 20, 30% with startups. Like if I look at a CIO line business, it's gone. Yeah. Can it go more? I think it can double in the next four, five years. Yeah. Spending on the startups. >>Yeah. And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I reference the URL cause it's like, there's like a bunch of companies we've been promoting because the solutions that startups have actually are new stuff. Yes. It's bending, it's shifting left for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there, um, and gives back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure as code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share >>Yourself? No, I have a lot of thoughts that plus I see AIOP solutions in the future should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app Dyna, right? Dynatrace, all this solution will go future towards to proactive solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service that customers are give the data, share the data because we thought the data algorithms are useless. I can come the best algorithm, but I gotta train them, modify them, tweak them, make them better, make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to our big data days back in 2009, you know, >>Look at, look how much data bricks has grown. >>It is uh, double, the key >>Cloud kinda went private, so good stuff. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking at that growing customers and my customers are some of them, you like it's zoom auto desk, Mac of fee, uh, grandchildren, all the top customers. Um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on predict S one area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, >>Great stuff, man. Doing great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of 80 summit, 2022. And we're gonna be at 80 summit in San, uh, in New York and the summer. So look for that on this calendar, of course go to eight of us, startups.com. I mentioned that it's a site for all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This to cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back a little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit new York's coming in the summer. We'll be there too with the cube on the set. We're getting back in the groove, psyched to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're gonna see a lot of virtual cube, a lot of hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economists with duck, bill groove, he founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank you. >>Thanks. Coming on. Sure is a lot of words to describe as shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at Mark's been doing a lot of shit posting lately, all a billionaires are shit posting, but they don't know how to do it. Like they're not >>Doing it right. Something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a mid-size island to begin doing this from, oh, then we're having fun. This >>Shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on the other side, I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what is shit posting? >>It's more or less talking about the world of enterprise tech, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream. But it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a jackass or more prosaically are worried about getting fired for better or worse. I don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you can see the growth of cloud native Amazons, all, all the Adams let see new CEO, Andy move on to be the chief of all. Amazon just saw him. The cover of was it time magazine. Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything these folks do. They they're effectively in a fishbowl, but I have trouble imagining the logistics. It takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. It's, it's sprawling, immense that dominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. Well, >>There's a lot of force for good conversations, seeing a lot of that going on, Amazon's trying to port and he was trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, sounds like more exciting >>Replacement ready <laugh> in case something goes wrong. I, the track highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula one is they have these new rigs out. Yeah. Where you can actually race in e-sports with other, in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. >>Oh, it's great too. And I can see the appeal of these tech companies getting into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going in your world. I know you have a lot of great success. We've been following you in the queue for many, many years. Got a great newsletter. Check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's back any blow back late there been uptick. What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's high. I'm emailing an awful lot of people at last week in AWS every week and okay. They must not have heard me it. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, >>I think >>Chief, we had that right now. People would call in and say, Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave ante about how John Fort's always at, uh, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0 5, or we can't, >>We have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And there you go. Yeah. >>It's and the old joke at HP was if they, if they invented sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish. That's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their >>Producting, they're going in different directions. When they named Amazon Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonused on a number of words. They can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, session manager is a great one. I love the service, ridiculous name. They have systems manager, parameter store, which is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage your parameter store does not. It's >>Fun. What's your, what's your favorite combination of acronyms >>Combination of you >>Got Ks. You got EMR, you got EC two. You got S three SQS. Well, Redshift the on an acronym, you >>Gots is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation. >>They still up bean stalk. Or is that still around? Oh, >>They never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, wow, we built this thing in 2005 and everyone hates it. But while we certainly can't change it, now it has three customers on it. John three <laugh>. >>Okay. >>Simple BV still haunts our dreams. >>I, I actually got an email. I saw one of my, uh, servers, all these C two S were being deprecated and I got an email I'm like, I couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, give me something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay. So as Amazon gets better in some areas, where do they need more work in your opinion? Because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database, Snowflake's got a database service. So Redshift, snowflake database is, so you got this co-op petition. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want and they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word, like multi sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multi-cloud >>Multiple single points? >>Dave loves that term. Yeah. >>Yeah. You're building in multiple single points of failure. Do it for the right reasons or don't do it as a default. I believe not doing it is probably the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as the industry leader, talk about other clouds, bad direction to go in from a market cap perspective, it doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of forms. Some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing, because it solves problems. That's when I shut up and listen. Yeah. >>Cool. Awesome. Corey, I gotta ask you a question, cause I know you, we you've been, you know, fellow journeymen and the, and the cloud journey going to all the events and then the pandemic hit where now in the third year, who knows what it's gonna gonna end. Certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations. Community's gonna emerge. You got a pretty big community growing and it's throwing like crazy. What's the weirdest or coolest thing, or just big chain angels. You've seen with the pandemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece, come in, you're commentating. You're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, fun, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who can pony up two grand and a week in Las Vegas and get to Las Vegas from wherever they happen to be by moving virtually suddenly it, it embraces the reality that talent is even distributed. Opportunity is not. And that means that suddenly these things are accessible to a wide swath of audience and potential customer base and the rest that hadn't been invited to the table previously, it's imperative that we not lose that. It's nice to go out and talk to people and have people come up and try and smell my hair from time to time, I smell delightful. Let make assure you, but it was, but it's also nice to be. >>I have a product for you if you want, you know. >>Oh, excellent. I look forward to it. What is it putting? Why not? <laugh> >>What else have you seen? So when accessibility for talent, which by the way is totally home run. What weird things have happened that you've seen? Um, that's >>Uh, it's, it's weird, but it's good that an awful lot of people giving presentations have learned to tighten their message and get to the damn point because most people are not gonna get up from a front row seat in a conference hall, midway through your Aing talk and go somewhere else. But they will change a browser tab and you won't get them back. You've gotta be on point. You've gotta be compelling if it's going to be a virtual discussion. >>Yeah. And also turn off your IMEs too. >>Oh yes. It's always fun in the, in the meetings when you're talking to someone and their co is messaging them about, should we tell 'em about this? And I'm sitting there reading it and it's >>This guy is really weird. Like, >>Yes I am and I bring it into the conversation and then everyone's uncomfortable. It goes, wow. >>Why not? I love when my wife yells at me over I message. When I'm on a business call, like, do you wanna take that about no, I'm good. >>No, no. It's better off. I don't. No, the only encourager it's fine. >>My kids. Excellent. Yeah. That's fun again. That's another weird thing. And, and then group behavior is weird. Now people are looking at, um, communities differently. Yes. Very much so, because if you're fatigued on content, people are looking for the personal aspect. You're starting to see much more of like yeah. Another virtual event. They gotta get better. One and two who's there. >>Yeah. >>The person >>That's a big part of it too is the human stories are what are being more and more interesting. Don't get up here and tell me about your product and how brilliant you are and how you built it. That's great. If I'm you, or if I wanna work with you or I want to compete with you, or I wanna put on my engineering hat and build it myself. Cause why would I buy anything? That's more than $8. But instead, tell me about the problem. Tell me about the painful spot that you specialize in. Tell me a story there. >>I, I >>Think that gets a glimpse in a hook and >>Makes more, more, I think you nailed it. Scaling storytelling. Yes. And access to better people because they don't have to be there in person. I just did it thing. I never, we never would've done the queue. We did. Uh, Amazon stepped up in sponsors. Thank you, Amazon for sponsoring international women's day, we did 30 interviews, APAC. We did five regions and I interviewed this, these women in Asia, Pacific eight, PJ, they called for in this world. And they're amazing. I never would've done those interviews cuz I never, would've seen 'em at an event. I never would've been in Japan or Singapore to access them. And now they're in the index. They're in the network. They're collaborating on LinkedIn. So a threads are developing around connections that I've never seen before. Yes. Around the content, >>Absolutely >>Content value plus >>The networking. And that is the next big revelation of this industry is going to realize you have different companies. And in Amazon's case, different service teams, all, all competing with each other, but you have the container group and you have the database group and you have the message cuing group. But customers don't really want to build things from spare parts. They want a solution to a problem. I want to build an app that does Twitter for pets or whatever it is I'm trying to do. I don't wanna basically have to pick and choose and fill my shopping cart with all these different things. I want something that's gonna give me what I'm trying to get as close to turnkey as possible. Moving up the stack. That is the future. And just how it gets here is gonna be >>Well we're here with Corey Quinn, the master of the master of content here in the a ecosystem. Of course we we've been following up in the beginnings. Great guy. Check out his blog, his site, his newsletter screaming podcast. Cory, final question for you. Uh, what do you hear doing what's on your agenda this week in San Francisco and give a plug for the duck build group. What are you guys doing? I know you're hiring some people what's on the table for the company. What's your focus this week and put a plug in for the group. >>I'm here as a customer and basically getting outta my cage cuz I do live here. It's nice to actually get out and talk to folks who are doing interesting things at the duck build group. We solve one problem. We fixed the horrifying AWS bill, both from engineering and architecture, advising as well as negotiating AWS contracts because it turns out those things are big and complicated. And of course my side media projects last week in aws.com, we are, it it's more or less a content operation where I indulge my continual and ongoing law of affair with the sound of my own voice. >><laugh> and you good. It's good content. It's on, on point fun, Starky and relevant. So thanks for coming to the cube and sharing with us. Appreciate it. No, thank you. Fun. You. Okay. This the cube covers here in San Francisco, California, the cube is back at to events. These are the summits, Amazon web services summits. They happen all over the world. We'll be in New York and obviously we're here in San Francisco this week. I'm John furry. Keep, keep it right here. We'll be back with more coverage after this short break. Okay. Welcome back everyone. This's the cubes covers here in San Francisco, California, we're live on the show floor of AWS summit, 2022. I'm John for host of the cube and remember AWS summit in New York city coming up this summer, we'll be there as well. And of course reinvent the end of the year for all the cube coverage on cloud computing and AWS. The two great guests here from the APN global APN se Jenko and Jeff Grimes partner leader, Jeff and se is doing partnerships global APN >>AWS global startup program. Yeah. >>Okay. Say that again. >>AWS global startup program. >>That's the official name. >>I love >>It too long, too long for me. Thanks for coming on. Yeah, of course. Appreciate it. Tell us about what's going on with you guys. What's the, how was you guys organized? You guys we're obviously were in San Francisco bay area, Silicon valley, zillions of startups here, New York. It's got another one we're gonna be at tons of startups. Lot of 'em getting funded, big growth and cloud big growth and data security, hot and sectors. >>Absolutely. >>So maybe, maybe we could just start with the global startup program. Um, it's essentially a white glove service that we provide to startups that are built on AWS. And the intention there is to help identify use cases that are being built on top of AWS. And for these startups, we want to provide white glove support in co building products together. Right. Um, co-marketing and co-selling essentially, um, you know, the use cases that our customers need solved, um, that either they don't want to build themselves or are perhaps more innovative. Um, so the, a AWS global startup program provides white glove support, dedicated headcount for each one of those pillars. Um, and within our program, we've also provided incentives, programs go to market activities like the AWS startup showcase that we've built for these startups. >>Yeah. By the way, start AWS startups.com is the URL, check it out. Okay. So partnerships are key. Jeff, what's your role? >>Yeah. So I'm responsible for leading the overall F for, for the AWS global startup program. Um, so I've got a team of partner managers that are located throughout the us, uh, managing a few hundred startup ISVs right now. <laugh> >>Yeah, I got >>A lot. We've got a lot. >>There's a lot. I gotta, I gotta ask the tough question. Okay. I'm I'm a startup founder. I got a team. I just got my series a we're grown. I'm trying to hire people. I'm super busy. What's in it for me. Yeah. What do you guys bring to the table? I love the white glove service, but translate that what's in it. What do I get out of it? What's >>A good story. Good question. I focus, I think. Yeah, because we get, we get to see a lot of partners building their businesses on AWS. So, you know, from our perspective, helping these partners focus on what, what do we truly need to build by working backwards from customer feedback, right? How do we effectively go to market? Because we've seen startups do various things, um, through trial and error, um, and also just messaging, right? Because oftentimes partners or rather startups, um, try to boil the ocean with many different use cases. So we really help them, um, sort of laser focus on what are you really good at and how can we bring that to the customer as quickly as possible? >>Yeah. I mean, it's truly about helping that founder accelerate the growth of their company. Yeah. Right. And there's a lot that you can do with AWS, but focus is truly the key word there because they're gonna be able to find their little piece of real estate and absolutely deliver incredible outcomes for our customers. And then they can start their growth curve there. >>What are some of the coolest things you've seen with the APN that you can share publicly? I know you got a lot going on there, a lot of confidentiality. Um, but you know, we're here lot of great partners on the floor here. I'm glad we're back at events. Uh, a lot of stuff going on digitally with virtual stuff and, and hybrid. What are some of the cool things you guys have seen in the APN that you can point to? >>Yeah, absolutely. I mean, I can point to few, you can take them. Sure. So, um, I think what's been fun over the years for me personally, I came from a startup, ran sales at an early stage startup and, and I went through the whole thing. So I have a deep appreciation for what these guys are going through. And what's been interesting to see for me is taking some of these early stage guys, watching them progress, go public, get acquired, and see that big day mm-hmm <affirmative>, uh, and being able to point to very specific items that we help them to get to that point. Uh, and it's just a really fun journey to watch. >>Yeah. I, and part of the reason why I really, um, love working at the AWS, uh, global startup program is working with passionate founders. Um, I just met with a founder today that it's gonna, he's gonna build a very big business one day, um, and watching them grow through these stages and supporting that growth. Um, I like to think of our program as a catalyst for enterprise sort of scale. Yeah. Um, and through that we provide visibility, credibility and growth opportunities. >>Yeah. A lot, a lot of partners too. What I found talking to staff founders is when they have that milestone, they work so hard for it. Whether it's a B round C round Republic or get bought. Yeah. Um, then they take a deep breath and they look back at wow, what a journey it's been. So it's kind of emotional for sure. Yeah. Still it's a grind. Right? You gotta, I mean, when you get funding, it's still day one. You don't stop. It's no celebrate, you got a big round or valuation. You still gotta execute >>And look it's hypercompetitive and it's brutally difficult. And our job is to try to make that a little less difficult and navigate those waters right. Where everyone's going after similar things. >>Yeah. I think as a group element too, I observe that startups that I, I meet through the APN has been interesting because they feel part of AWS. Yeah, totally. As a group of community, as a vibe there. Um, I know they're hustling, they're trying to make things happen. But at the same time, Amazon throws a huge halo effect. I mean, that's a huge factor. I mean, yeah. You guys are the number one cloud in the business, the growth in every sector is booming. Yeah. And if you're a startup, you don't have that luxury yet. And look at companies like snowflake, they're built on top of AWS. Yeah. I mean, people are winning by building on AWS. >>Yeah. And our, our, our program really validates their technology first. So we have, what's called a foundation's technical review that we put all of our startups through before we go to market. So that when enterprise customers are looking at startup technology, they know that it's already been vetted. And, um, to take that a step further and help these partners differentiate, we use programs like the competency programs, the DevOps compet, the, the security competency, which continues to help, um, provide sort of a platform for these startups, help them differentiate. And also there's go to market benefits that are associated with that. >>Okay. So let me ask the, the question that's probably on everyone's mind, who's watching. Certainly I asked this a lot. There's a lot of companies startups out there who makes the, is there a criteria? Oh God, it's not like his sports team or anything, but like sure. Like there's activate program, which is like, there's hundreds of thousands of startups out there. Not everyone is at the APN. Right? Correct. So ISVs again, that's a whole nother, that's a more mature partner that might have, you know, huge market cap or growth. How do you guys focus? How do you guys focus? I mean, you got a good question, you know, a thousand flowers blooming all the time. Is there a new way you guys are looking at it? I know there's been some talk about restructure or, or new focus. What's the focus. >>Yeah. It's definitely not an easy task by any means. Um, but you know, I recently took over this role and we're really trying to establish focus areas, right. So obviously a lot of the fees that we look after our infrastructure ISVs, that's what we do. Uh, and so we have very specific pods that look after different type of partners. So we've got a security pod, we've got a DevOps pod, we've got core infrastructure, et cetera. And really we're trying to find these ISVs that can solve, uh, really interesting AWS customer challenges. >>So you guys have a deliberate, uh, focus on these pillars. So what infrastructure, >>Security, DevOps, and data and analytics, and then line of business >>Line of business line, like web marketing >>Solutions, business apps, >>Business, this owner type thing. Exactly. >>Yeah, exactly. >>So solutions there. Yeah. More solutions and the other ones are like hardcore. So infrastructure as well, like storage, backup, ransomware of stuff, or, >>Uh, storage, networking. >>Okay. Yeah. The classic >>Database, et cetera. Right. >>And so there's teams on each pillar. >>Yep. So I think what's, what's fascinating for the startup that we cover is that they've got, they truly have support from a build market sell perspective. Right. So you've got someone who's technical to really help them get the technology, figured out someone to help them get the marketing message dialed and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in front of customers. >>Probably the number one request that we always ask for Amazon is can we waste that sock report? Oh, download it, the console, which we use all the time. Exactly. But security's a big deal. I mean, you know, SREs are evolving, that role of DevOps is taking on dev SecOps. Um, I, I could see a lot of customers having that need for a relationship to move things faster. Do you guys provide like escalation or is that a part of a service or not, not part of a, uh, >>Yeah, >>So the partner development manager can be an escalation point. Absolutely. Think of them as an extension of your business inside of AWS. >>Great. And you guys how's that partner managers, uh, measure >>On those three pillars. Right. Got it. Are we billing, building valuable use cases? So product development go to market, so go to market activities, think blog, posts, webinars, case studies, so on and so forth. And then co-sell not only are we helping these partners win their current opportunities that they are sourcing, but can we also help them source net new deals? Yeah. Right. That's >>Very important. I mean, top asked from the partners is get me in front of customers. Right. Um, not an easy task, but that's a huge goal of ours to help them grow their top >>Line. Right. Yeah. In fact, we had some interviews here on the cube earlier talking about that dynamic of how enterprise customers are buying. And it's interesting, a lot more POCs. I have one partner here that you guys work with, um, on observability, they got a huge POC with capital one mm-hmm <affirmative> and the enterprises are engaging the startups and bringing them in. So the combination of open source software enterprises are leaning into that hard and bringing young growing startups in mm-hmm <affirmative>. Yep. So I could see that as a huge service that you guys can bring people in. >>Right. And they're bringing massively differentiated technology to the table. Mm-hmm <affirmative> the challenge is they just might not have the brand recognition that the big guys have. And so that it's our job is how do you get that great tech in front of the right situations? >>Okay. So my next question is about the show here, and then we'll talk globally. So here in San Francisco sure. You know, Silicon valley bay area, San Francisco bay area, a lot of startups, a lot of VCs, a lot of action. Mm-hmm <affirmative> so probably a big market for you guys. Yeah. So what's exciting here in SF and then outside SF, you guys have a global program, you see any trends that are geography based or is it sure areas more mature? There's certain regions that are better. I mean, I just interviewed a company here that's doing, uh, AWS edge really well in these cases. It's interesting that these, the partners are filling a lot of holes and gaps in the opportunities with AWS. So what's exciting here. And then what's the global perspective. >>Yeah, totally. So obviously a ton of partners, I, from the bay area that we support. Um, but we're seeing a lot of really interesting technology coming out of AMEA specifically. Yeah. Uh, and making a lot of noise here in the United States, which is great. Um, and so, you know, we definitely have that global presence and, and starting to see super differentiated technology come out of those regions. >>Yeah. Especially Tel Aviv. Yeah. >>Amy real quick, before you get in the surge. It's interesting. The VC market in, in Europe is hot. Yeah. They've got a lot of unicorns coming in. We've seen a lot of companies coming in. They're kind of rattling their own, you know, cage right now. Hey, look at us. We'll see if they crash, you know, but we don't see that happening. I mean, people have been projecting a crash now in, in the startup ecosystem for at least a year. It's not crashing. In fact, funding's up. >>Yeah. The pandemic was hard on a lot of startups for sure. Yeah. Um, but what we've seen is many of these startups, they, as quickly as they can grow, they can also pivot as, as, as well. Um, and so I've actually seen many of our startups grow through the pandemic because their use cases are helping customers either save money, become more operationally efficient and provide value to leadership teams that need more visibility into their infrastructure during a pandemic. >>It's an interesting point. I talked to Andy jazzy and Adam Leski both say the same thing during the pandemic necessity, the mother of all invention. Yep. And startups can move fast. So with that, you guys are there to assist if I'm a startup and I gotta pivot cuz remember iterate and pivot, iterate and pivot. So you get your economics, that's the playbook of the ventures and the models. >>Exactly. How >>Do you guys help me do that? Give me an example of walk me through, pretend me I'm a startup. Hey, I am on the cloud. Oh my God. Pandemic. They need video conferencing. Hey cube. Yeah. What do I need? Surge? What, what do I do? >>That's a good question. First thing is just listen. Yeah. I think what we have to do is a really good job of listening to the partner. Um, what are their needs? What is their problem statement and where do they want to go at the end of the day? Um, and oftentimes because we've worked with so many successful startups, they have come out of our program. We have, um, either through intuition or a playbook, determined what is gonna be the best path forward and how do we get these partners to stop focusing on things that will eventually, um, just be a waste of time yeah. And, or not provide, or, you know, bring any fruit to the table, which, you know, essentially revenue. >>Well, we love star rights here in the cube because one, um, they have good stories. They're oil and cutting edge, always pushing the envelope and they're kind of disrupting someone else. Yeah. And so they have an opinion. They don't mind sharing on camera. So love talking to startups. We love working with you guys on our startup showcases startups.com. Check out AWS startups.com and you got the showcases, uh, final. We I'll give you guys the last word. What's the bottom line bumper sticker for AP the global APN program. Summarize the opportunity for startups, what you guys bring to the table and we'll close it out. Totally start >>With you. Yeah. I think the AWS global startup program's here to help companies truly accelerate their business full stop. Right. And that's what we're here for. I love it. >>It's a good way to, it's a good way to put it Dito. >>Yeah. All right, sir. Thanks for coming on. Thanks John. Great to see you love working with you guys. Hey, startups need help. And the growing and huge market opportunities, the shift cloud scale data engineering, security infrastructure, all the markets are exploding in growth because of the digital transformation of the realities here. Open source and cloud all making it happen here in the cube in San Francisco, California. I'm John furrier, your host. Thanks for watching >>John. >>Hello and welcome back to the cubes live coverage here in San Francisco, California for AWS summit, 2022. I'm John for host of the cube. Uh, two days of coverage, AWS summit, 2022 in New York city. Coming up this summer, we'll be there as well at events are back. The cube is back of course, with the cube virtual cube hybrid, the cube.net, check it out a lot of content this year, more than ever, a lot more cloud data cloud native, modern applic is all happening. Got a great guest here. Jeremy Burton, Cub alumni, uh, CEO of observe Inc in the middle of all the cloud scale, big data observability Jeremy. Great to see you. Thanks >>Always great to come and talk to you on the queue, man. It's been been a few years, so, >>Um, well you, you got your hands. You're in the trenches with great startup, uh, good funding, great board, great people involved in the observability hot area, but also you've been a senior executive president of Dell, uh, EMC, uh, 11 years ago you had a, a vision and you actually had an event called cloud meets big data. Um, yeah. And it's here. You predicted it 11 years ago. Um, look around it's cloud meets big data. >>Yeah. I mean the, the cloud thing I think, you know, was, was probably already a thing, but the big data thing I do claim credit for, for, for sort of catching that bus out, um, you know, we, we were on the, the, the bus early and, and I think it was only inevitable. Like, you know, if you could bring the economics and the compute of cloud to big data, you, you could find out things you could never possibly imagine. >>So you're close to a lot of companies that we've been covering deeply. Snowflake obviously are involved, uh, the board level, you know, the founders, you know, the people there cloud, you know, Amazon, you know, what's going on here? Yeah. You're doing a startup as the CEO at the helm, uh, chief of observ, Inc, which is an observability, which is to me in the center of this confluence of data engineering, large scale integrations, um, data as code integrating into applic. I mean, it's a whole nother world developing, like you see with snowflake, it means snowflake is super cloud as we call it. So a whole nother wave is here. What's your, what's this wave we're on what's how would you describe the wave? >>Well, a couple of things, I mean, people are, I think riding more software than, than ever fall. Why? Because they've realized that if, if you don't take your business online and offer a service, then you become largely irrelevant. And so you you've got a whole set of new applications. I think, I think more applications now than any point. Um, not, not just ever, but the mid nineties, I always looked at as the golden age of application development. Now back then people were building for windows. Well, well now they're building for things like AWS is now the platform. Um, so you've got all of that going on. And then at the same time, the, the side effect of these applications is they generate data and lots of data and the, you know, the sort of the transactions, you know, what you bought today or something like that. But then there's what we do, which is all the telemetry data, all the exhaust fumes. And I think people really are realizing that their differentiation is not so much their application. It's their understanding of the data. Can, can I understand who my best customers are, what I sell today. If people came to my website and didn't buy, then I not, where did they drop off all of that they wanna analyze. And, and the answers are all in the data. The question is, can you understand it >>In our last startup showcase, we featured data as code. One of the insights that we got out of that I wanna get your opinion on our reaction to is, is that data used to be put into a data lake and turns into a data swamp or throw into the data warehouse. And then we'll do some query, maybe a report once in a while. And so data, once it was done, unless it was real time, even real time was not good anymore after real time. That was the old way. Now you're seeing more and more, uh, effort to say, let's go look at the data cuz now machine learning is getting better. Not just train once mm-hmm <affirmative> they're iterating. Yeah. This notion of iterating and then pivoting, iterating and pivoting. Yeah, that's a Silicon valley story. That's like how startups work, but now you're seeing data being treated the same way. So now you have another, this data concept that's now yeah. Part of a new way to create more value for the apps. So this whole, this whole new cycle of >>Yeah. >>Data being reused and repurposed and figured out and >>Yeah, yeah. I'm a big fan of, um, years ago. Uh, uh, just an amazing guy, Andy McAfee at the MIT C cell labs I spent time with and he, he had this line, which still sticks to me this day, which is look I'm I'm. He said I'm part of a body, which believes that everything is a matter of data. Like if you, of enough data, you can answer any question. And, and this is going back 10 years when he was saying these kind of things and, and certainly, you know, research is on the forefront. But I, I think, you know, starting to see that mindset of the, the sort of MIT research be mainstream, you know, in enterprises, they they're realizing that yeah, it is about the data. You know, if I can better understand my data better than my competitor than I've got an advantage. And so the question is is, is how, what, what technologies and what skills do I need in my organization to, to allow me to do that. So >>Let's talk about observing you the CEO of, okay. Given you've seen the wave before you're in the front lines of observability, which again is in the center of all this action what's going on with the company. Give a quick minute to explain, observe for the folks who don't know what you guys do. What's the company doing? What's the funding status, what's the product status and what's the customer status. Yeah. >>So, um, we realized, you know, a handful of years ago, let's say five years ago that, um, look, the way people are building applications is different. They they're way more functional. They change every day. Uh, but in some respects they're a lot more complicated. They're distributed. They, you know, microservices architectures and when something goes wrong, um, the old way of troubleshooting and solving problems was not gonna fly because you had SA so much change going into production on a daily basis. It was hard to tell like where the problem was. And so we thought, okay, it's about time. Somebody looks at the exhaust fumes from this application and all the telemetry data and helps people troubleshoot and make sense of the problems that they're seeing. So, I mean, that's observability, it's actually a term that goes back to the 1960s. It was a guy called, uh, Rudolph like, like everything in tech, you know, it's, it's a reinvention of, of something from years gone by. >>But, um, there's a guy called, um, Rudy Coleman in 1960s, kinder term. And, and, and the term was been able to determine the state of a system by looking at its external outputs. And so we've been going on this for, uh, the best part of the all years now. Um, it took us three years just to build the product. I think, I think what people don't appreciate these days often is the barrier to entry in a lot of these markets is quite high. You, you need a lot of functionality to have something that's credible with a customer. Um, so yeah, this last year we, we, we did our first year selling, uh, we've got about 40 customers now. <affirmative> um, we just we've got great investors for the hill ventures. Uh, I mean, Mike SP who was, you know, the, the guy who was the, really, the first guy in it snowflake and the, the initial investor were fortunate enough to, to have Mike on our board. And, um, you know, part of the observed story yeah. Is closely knit with snowflake because all of that time data know we, we still are in there. >>So I want to get, uh, >>Yeah. >>Pivot to that. Mike Pfizer, snowflake, Jeremy Burton, the cube kind of, kind of same thinking this idea of a super cloud or what snowflake became snowflake is massively successful on top of AWS. Mm-hmm <affirmative> and now you're seeing startups and companies build on top of snowflake. Yeah. So that's become an entrepreneurial story that we think that to go big in the cloud, you can have a cloud on a cloud, uh, like as Jerry, Jerry Chan and Greylock calls it castles in the cloud where there are moats in the cloud. So you're close to it. I know you're doing some stuff with snowflake. So a startup, what's your view on building on top of say a snowflake or an AWS, because again, you gotta go where the data is. You need all the data. >>Yeah. So >>What's your take on that? >>I mean, having enough gray hair now, um, you know, again, in tech, I think if you wanna predict the future, look at the past. And, uh, you know, to many years ago, 25 years ago, I was at a, a smaller company called Oracle and an Oracle was the database company. And, uh, their, their ambition was to manage all of the world's transactional data. And they built on a platform or a couple of platforms, one, one windows, and the other main one was Solaris. And so at that time, the operator and system was the platform. And, and then that was the, you know, ecosystem that you would compete on top of. And then there were companies like SAP that built applications on top of Oracle. So then wind the clock forward 25 years gray hairs. <laugh> the platform, isn't the operating system anymore. The platform is AWS, you know, Google cloud. I gotta probably look around if I say that in. Yeah. It's >>Okay. But hyperscale, yeah. CapX built out >>That is the new platform. And then snowflake comes along. Well, their aspiration is to manage all of the, not just human generator data, but machine generated data in the world of cloud. And I think they they've done an amazing job doing for the, I'd say, say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And then there are folks like us come along and, and of course my ambition would be, look, if, if we can be as successful as an SAP building on top of snow snowflake, uh, as, as they were on top of Oracle, then, then we'd probably be quite happy. >>So you're building on top of snowflake. >>We're building on top of snowflake a hundred percent. And, um, you know, I've had folks say to me, well, aren't you worried about that? Isn't that a risk? It's like, well, that that's a risk. You >>Still on the board. >>Yeah. I'm still on the board. Yeah. That that's a risk I'm prepared to take <laugh> I am long on snowflake you, >>Well, you're in a good spot. Stay on the board, then you'll know what's going on. Okay. No know just doing, but the, this is a real dynamic. It is. It's not a one off it's. >>Well, and I do believe as well that the platform that you see now with AWS, if you look at the revenues of AWS is an order of magnitude more than Microsoft was 25 years ago with windows mm-hmm <affirmative>. And so I believe the opportunity for folks like snowflake and folks like observe it's an order of magnitude more than it was for the Oracle and the SAPs of the old >>World. Yeah. And I think this is really, I think this is something that this next generation of entrepreneurship is the go big scenario is you gotta be on a platform. Yeah. >>It's quite >>Easy or be the platform, but it's hard. There's only like how many seats are at that table left. >>Well, value migrates up over time. So, you know, when the cloud thing got going, there were probably 10, 20, 30, you know, Rackspace and there's 1,000,001 infrastructure, a service platform as a service, my, my old, uh, um, employee EMC, we had pivotal, you know, pivotal was a platform as a service. You don't hear so much about it, these, but initially there's a lot of players and then it consolidates. And then to, to like extract, uh, a real business, you gotta move up, you gotta add value, you gotta build databases, then you gotta build applications. So >>It's interesting. Moving from the data center of the cloud was a dream for starters. Cause then if the provision, the CapEx, now the CapEx is in the cloud. Then you build on top of that, you got snowflake you on top of that, the >>Assumption is almost that compute and storage is free. I know it's not quite free. Yeah. It's >>Almost free, >>But, but you can, you know, as an application vendor, you think, well, what can I do if I assume compute and storage is free, that's the mindset you've gotta get into. >>And I think the platform enablement to value. So if I'm an entrepreneur, I'm gonna get a serious, multiple of value in what I'm paying. Yeah. Most people don't even blanket their Avis pills unless they're like massively huge. Yeah. Then it's a repatriation question or whatever discount question, but for most startups or any growing company, the Amazon bill should be a small factor. >>Yeah. I mean, a lot of people, um, ask me like, look, you're building on snowflake. Um, you, you know, you are, you are, you're gonna be, you're gonna be paying their money. How, how, how, how does that work with your business model? If you're paying them money, you know, do, do you have a viable business? And it's like, well, okay. I, we could build a database as well in observe, but then I've got half the development team working on in that will never be as good as snowflake. And so we made the call early on that. No, no, we, we wanna innovate above the database. Yeah. Right. Snowflake are doing a great job of innovating on the database and, and the same is true of something like Amazon, like, like snowflake could have built their own cloud and their own platform, but they didn't. >>Yeah. And what's interesting is that Dave <inaudible> and I have been pointing this out and he's actually more on snowflake. I I've been looking at data bricks, um, and the same dynamics happening, the proof is the ecosystem. Yeah. I mean, if you look at Snowflake's ecosystem right now and data bricks it's exploding. Right. I mean, the shows are selling out the floor. Space's book. That's the old days at VMware. Yeah. The old days at AWS >>One and for snowflake and, and any platform provider, it's a beautiful thing. You know, we build on snowflake and we pay them money. They don't have to sell to us. Right. And we do a lot of the support. And so the, the economics work out really, really well. If you're a platform provider and you've got a lot of ecosystems. >>Yeah. And then also you get, you get a, um, a trajectory of, uh, economies of scale with the institutional knowledge of snowflake integrations, right. New products. You're scaling that function with the, >>Yeah. I mean, we manage 10 petabytes of data right now. Right. When I, when I, when I arrived at EMC in 2010, we had, we had one petabyte customer. And, and so at observe, we've been only selling the product for a year. We have 10 petabytes of data under management. And so been able to rely on a platform that can manage that is invaluable, >>You know, but Jeremy Greek conversation, thanks for sharing your insights on the industry. Uh, we got a couple minutes left. Um, put a plug in for observe. What do you guys, I know you got some good funding, great partners. I don't know if you can talk about your, your, your POC customers, but you got a lot of high ends folks that are working with you. You getting traction. Yeah. >>Yeah. >>Scales around the corner. Sounds like, are you, is that where you are scale? >>Got, we've got a big announcement coming up in two or weeks. We've got, we've got new funding, um, which is always great. Um, the product is, uh, really, really close. I think, as a startup, you always strive for market fit, you know, which is at which point can you just start hiring salespeople? And the revenue keeps going. We're getting pretty close to that right now. Um, we've got about 40 SaaS companies run on the platform. They're almost all AWS Kubernetes, uh, which is our sweet spot to begin with, but we're starting to get some really interesting, um, enterprise type customers. We're, we're, you know, F five networks we're POC in right now with capital one, we got some interest in news around capital one coming up. I, I can't share too much, uh, but it's gonna be exciting. And, and like I saids hill continued to, to, to stick, >>I think capital one's a big snowflake customer as well. Right. They, >>They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early on. And, and they put snowflake in a position in the bank where they thought that snowflake could be successful. Yeah. And, and today that, that is one of Snowflake's biggest accounts. >>So capital one, very innovative cloud, obviously AIOS customer and very innovative, certainly in the CISO and CIO, um, on another point on where you're at. So you're, Prescale meaning you're about to scale, right? So you got POCs, what's that trick GE look like, can you see around the corner? What's, what's going on? What's on, around the corner. That you're, that you're gonna hit the straight and narrow and, and gas it >>Fast. Yeah. I mean, the, the, the, the key thing for us is we gotta get the product. Right. Um, the nice thing about having a guy like Mike Pfizer on the board is he doesn't obsess about revenue at this stage is questions that the board are always about, like, is the product, right? Is the product right? Is the product right? If you got the product right. And cuz we know when the product's right, we can then scale the sales team and, and the revenue will take care of itself. Yeah. So right now all the attention is on the product. Um, the, this year, the exciting thing is we were, we're adding all the tracing visualizations. So people will be able to the kind of things that back in the day you could do with the new lakes and, and AppDynamics, the last generation of, of APM tools, you're gonna be able to do that within observe. And we've already got the logs and the metrics capability in there. So for us, this year's a big one, cuz we sort of complete the trifecta, you know, the, the logs, >>What's the secret sauce observe. What if you had the, put it into a, a sentence what's the secret sauce? I, >>I, I think, you know, an amazing founding engineering team, uh, number one, I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. And we've got great long term investors. And, and the biggest thing our investors give is actually it's not just money. It gives us time to get the product, right. Because if we get the product right, then we can get the growth. >>Got it. Final question. Why I got you here? You've been on the enterprise business for a long time. What's the buyer landscape out there. You got people doing POCs on capital one scale. So we know that goes on. What's the appetite at the buyer side for startups and what are their requirements that you're seeing? Uh, obviously we're seeing people go in and dip into the startup pool because new ways to refactor their business restructure. So a lot happening in cloud. What's the criteria. How are enterprises engaging in with startups? >>Yeah. I mean, enterprises, they know they've gotta spend money transforming the business. I mean, this was, I almost feel like my old Dell or EMC self there, but, um, what, what we were saying five years ago is happening. Um, everybody needs to figure out out a way to take their, this to this digital world. Everybody has to do it. So the nice thing from a startup standpoint is they know at times they need to risk or, or take a bet on new technology in order to, to help them do that. So I think you've got buyers that a have money, uh, B prepared to take risks and it's, it's a race against time to, you know, get their, their offerings in this. So a new digital footprint, >>Final, final question. What's the state of AWS. Where do you see them going next? Obviously they're continuing to be successful. How does cloud 3.0, or they always say it's day one, but it's more like day 10. Uh, but what's next for Aw. Where do they go from here? Obviously they're doing well. They're getting bigger and bigger. >>Yeah. They're, they're, it's an amazing story. I mean, you know, we we're, we're on AWS as well. And so I, I think if they keep nurturing the builders in the ecosystem, then that is their superpower. They, they have an early leads. And if you look at where, you know, maybe the likes of Microsoft lost the plot in the, in the late it was, they stopped, uh, really caring about developers and the folks who were building on top of their ecosystem. In fact, they started buying up their ecosystem and competing with people in their ecosystem. And I see with AWS, they, they have an amazing head start and if they did more, you know, if they do more than that, that's, what's gonna keep the jut rolling for many years to come. Yeah, >>They got the silicone and they got the staff act, developing Jeremy Burton inside the cube, great resource for commentary, but also founding with the CEO of a company called observing in the middle of all the action on the board of snowflake as well. Um, great start. Thanks for coming on the cube. >>Always a pleasure. >>Okay. Live from San Francisco to cube. I'm John for your host. Stay with us more coverage from San Francisco, California after the short break. >>Hello. Welcome back to the cubes coverage here live in San Francisco, California. I'm John furrier, host of the cubes cube coverage of AWS summit 2022 here in San Francisco. We're all the developers of the bay area at Silicon valley. And of course, AWS summit in New York city is coming up in the summer. We'll be there as well. SF and NYC cube coverage. Look for us. Of course, reinforcing Boston and re Mars with the whole robotics AI thing, all coming together. Lots of coverage stay with us today. We've got a great guest from Deibel VC. John Skoda, founding partner, entrepreneurial venture is a venture firm. Your next act, welcome to the cube. Good to see you. >>Good to see you, Matt. I feel like it's been forever since we've been able to do something in person. Well, >>I'm glad you're here because we run into each other all the time. We've known each other for over a decade. Um, >><affirmative>, it's been at least 10 years now, >>At least 10 years more. And we don't wanna actually go back as frees back, uh, the old school web 1.0 days. But anyway, we're in web three now. So we'll get to that in >>Second. We, we are, it's a little bit of a throwback to the path though, in my opinion, >><laugh>, it's all the same. It's all distributed computing and software. We ran each other in cube con you're investing in a lot of tech startup founders. Okay. This next level, next gen entrepreneurs have a new makeup and it's software. It's hardcore tech in some cases, not hardcore tech, but using software is take old something old and make it better, new, faster. <laugh>. So tell us about Deibel what's the firm. I know you're the founder, uh, which is cool. What's going on. Explain >>What you're doing. I mean, you remember I'm a recovering entrepreneur, right? So of course I, I, I, >>No, you're never recovering. You're always entrepreneur >>Always, but we are also always recovering. So I, um, started my first company when I was 24. If you remember, before there was Facebook and friends, there was instant messaging. People were using that product at work every day, they were creating a security vulnerability between their network and the outside world. So I plugged that hole and built an instant messaging firewall. It was my first company. The company was called, I am logic and we were required by Symantec. Uh, then spent 12 years investing in the next generation of our companies, uh, early investor in open source companies and cloud companies and spent a really wonderful 12 years, uh, at a firm called NEA. So I, I feel like my whole life I've been either starting enterprise software companies or helping founders start enterprise software companies. And I'll tell you, there's never been a better time than right now to start enter price software company. >>So, uh, the passion for starting a new firm was really a recognition that founders today that are starting in an enterprise software company, they, they tend to be, as you said, a more technical founder, right? Usually it's a software engineer or a builder mm-hmm <affirmative>, uh, they are building products that are serving a slightly different market than what we've traditionally seen in enterprise software. Right? I think traditionally we've seen it buyers or CIOs that have agendas and strategies, which, you know, purchased software that has traditionally bought and sold tops down. But, you know, today I think the most successful enterprise software companies are the ones that are built more bottoms up and have more technical early opts. And generally speaking, they're free to use. They're free to try. They're very commonly community source or open source companies where you have a large technical community that's supporting them. So there's a, there's kind of a new normal now I think in great enterprise software. And it starts with great technical founders with great products and great and emotions. And I think there's no better place to, uh, service those people than in the cloud and uh, in, in your community. >>Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart admire of your work and your, and, and your founding, but let's face it. Enterprise is hot because digital transformation is all companies. The is no, I mean, consumer is enterprise. Now everything is what was once a niche. No, I won't say niche category, but you know, not for the faint of heart, you know, investors, >>You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. But remember, like right now, there's also a giant tech in VC conference in Miami <laugh> it's covering cryptocurrencies and FCS and web three. So I think beauty is definitely in the eye of the beholder <laugh> but no, I, I will tell you, >>Ts is one big enterprise, cuz you gotta have imutability you got performance issues. You have, I IOPS issues. Well, and, >>And I think all of us here that are, uh, maybe students of history and have been involved in, open in the cloud would say that we're, you know, much of what we're doing is, uh, the predecessors of the web web three movement. And many of us I think are contributors to the web three movement. >>The hype is definitely that three. >>Yeah. But, but >>You know, for >>Sure. Yeah, no, but now you're taking us further east to Miami. So, uh, you know, look, I think, I, I think, um, what is unquestioned with the case now? And maybe it's, it's more obvious the more time you spend in this world is this is the fastest growing part of enterprise software. And if you include cloud infrastructure and cloud infrastructure spend, you know, it is by many men over, uh, 500 billion in growing, you know, 20 to 30% a year. So it it's a, it's a just incredibly fast, >>Let's getting, let's get into some of the cultural and the, the shifts that are happening, cuz again, you, you have the luxury of being in enterprise when it was hard, it's getting easier and more cooler. I get it and more relevant, but it's also the hype of like the web three, for instance. But you know, uh, um, um, the CEO snowflake, okay. Has wrote a book and Dave Valenti and I were talking about it and uh, Frank Luman has says, there's no playbooks. We always ask the CEOs, what's your playbook. And he's like, there's no playbook, situational awareness, always Trump's playbooks. So in the enterprise playbook, oh, higher direct sales force and SAS kind of crushed the, at now SAS is being redefined, right. So what is SAS? Is snowflake a SAS or is that a platform? So again, new unit economics are emerging, whole new situation, you got web three. So to me there's a cultural shift, the young entrepreneurs, the, uh, user experience, they look at Facebook and say, ah, you know, they own all my data. You know, we know that that cliche, um, they, you know, the product. So as this next gen, the gen Z and the millennials come in and our customers and the founders, they're looking at things a little bit differently and the tech better. >>Yeah. I mean, I mean, I think we can, we can see a lot of commonalities across all successful startups and the overall adoption of technology. Uh, and, and I would tell you, this is all one big giant revolution. I call it the user driven revolution. Right. It's the rise of the user. Yeah. And you might say product like growth is currently the hottest trend in enterprise software. It's actually user like growth, right. They're one in the same. So sometimes people think the product, uh, is what is driving. You >>Just pull the >>Product through. Exactly, exactly. And so that's that I, that I think is really this revolution that you see, and, and it does extend into things like cryptocurrencies and web three and, you know, sort of like the control that is taken back by the user. Um, but you know, many would say that, that the origins of this movement maybe started with open source where users were, are contributors, you know, contributors, we're users and looking back decades and seeing how it, how it fast forward to today. I think that's really the trend that we're all writing and it's enabling these end users. And these end users in our world are developers, data engineers, cybersecurity practitioners, right. They're really the users. And they're really the, the beneficiaries and the most, you know, kind of valued people in >>This. I wanna come back to the data engineers in a second, but I wanna make a comment and get your reaction to, I have a, I'm a GenXer technically, so for not a boomer, but I have some boomer friends who are a little bit older than me who have, you know, experienced the sixties. And I've, I've been staying on the cube for probably about eight years now that we are gonna hit a digital hippie revolution, meaning a rebellion against in the sixties was rebellion against the fifties and the man and, you know, summer of love. That was a cultural differentiation from the other one other group, the predecessors. So we're kind of having that digital moment now where it's like, Hey boomers, Hey people, we're not gonna do that anymore. We hate how you organize shit. >>Right. But isn't this just technology. I mean, isn't it, isn't it like there used to be the old adage, like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would get fired if you bought IBM. And I mean, it's just like the, the, I think, I think >>It's the main for days, those renegades were breaking into Stanford, starting the home brew club. So what I'm trying to get at is that, do you see the young cultural revolution also, culturally, just, this is my identity NFTs to me speak volumes about my, I wanna associate with NFTs, not single sign on. Well, >>Absolutely. And, and I think like, I think you're hitting on something, which is like this convergence of, of, you know, societal trends with technology trends and how that manifests in our world is yes. I think like there is unquestionably almost a religion around the way in which a product is built. Right. And we can use open source, one example of that religion. Some people will say, look, I'll just never try a product in the cloud if it's not open source. Yeah. I think cloud, native's another example of that, right? It's either it's, you know, it either is cloud native or it's not. And I think a lot of people will look at a product and say, look, you know, you were not designed in the cloud era. Therefore I just won't try you. And sometimes, um, like it or not, it's a religious decision, right? It's, it's something that people just believe to be true almost without, uh, necessarily. I mean >>The decision making, let me ask you this next question. As a VC. Now you look at pitch, well, you've made a VC for many years, but you also have the founder, uh, entrepreneurial mindset, but you can get empathize with the founders. You know, hustle is a big part of the, that first founder check, right? You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about believing in the person. So fing, so you make, it is hard. Now you, the data's there, you either have it cloud native, you either have the adaption or traction. So honesty is a big part of that pitch. You can't fake it. Oh, >>AB absolutely. You know, there used to be this concept of like the persona of an entrepreneur, right. And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. You, I still think that that's important, right? It still is a human need for people to believe in narratives and stories. But having said that you're right, the proof is in the pudding, right? At some point you click download and you try the product and it does what it says it it's gonna do, or it doesn't, or it either stands up to the load test or it doesn't. And so I, I feel like in this new economy that we live in, it's a shift from maybe the storytellers and the creators to, to the builders, right. The people that know how to build great product. And in some ways the people that can build great product yeah. Stand out from the crowd. And they're the ones that can build communities around their products. And, you know, in some ways can, um, you know, kind of own more of the narrative because their products exactly >>The volume back to the user led growth. >>Exactly. And it's the religion of, I just love your product. Right. And I, I, I, um, Doug song was the founder of du security used to say, Hey, like, you know, the, the really like in today's world of like consumption based software, the user is only gonna give you 90 seconds to figure out whether or not you're a company that's easy to do business with. Right. And so you can say, and do all the things that you want about how easy you are to work with. But if the product isn't easy to install, if it's not easy to try, if it's not, if, if the, you know, it's gotta speak to >>The, speak to the user, but let me ask a question now that the people watching who are maybe entrepreneurial entrepreneur, um, masterclass here is in session. So I have to ask you, do you prefer, um, an entrepreneur to come in and say, look at John. Here's where I'm at. Okay. First of all, storytelling's fine. Whether you're an extrovert or introvert, have your style, sell the story in a way that's authentic, but do you, what do you prefer to say? Here's where I'm at? Look, I have an idea. Here's my traction. I think here's my MVP prototype. I need help. Or do you wanna just see more stats? What's the, what's the preferred way that you like to see entrepreneurs come in and engage, engage? >>There's tons of different styles, man. I think the single most important thing that every founder should know is that we, we don't invest in what things are today. We invest in what we think something will become. Right. And I think that's why we all get up in the morning and try to build something different, right? It's that we see the world a different way. We want it to be a different way, and we wanna work every single moment of the day to try to make that vision a reality. So I think the more that you can show people where you want to be, the more likely somebody is gonna align with your vision and, and want to invest in you and wanna be along for the ride. So I, I wholeheartedly believe in showing off what you got today, because eventually we all get down to like, where are we and what are we gonna do together? But, um, no, I >>Show >>The path. I think the single most important thing for any founder and VC relationship is that they have the same vision, uh, have the same vision. You can, you can get through bumps in the road, you can get through short term spills. You can all sorts of things in the middle of the journey can happen. Yeah. But it doesn't matter as much if you share the same long term vision, >>Don't flake out and, and be fashionable with the latest trends because it's over before you can get there. >>Exactly. I think many people that, that do what we do for a living will say, you know, ultimately the future is relatively easy to predict, but it's the timing that's impossible to predict. So you, you know, you sort of have to balance the, you know, we, we know that the world is going this way and therefore we're gonna invest a lot of money to try to make this a reality. Uh, but sometimes it happens in six months. Sometimes it takes six years is sometimes like 16 years. >>Uh, what's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at right now with Desel partners, Tebel dot your site. What's the big wave. What's your big >>Wave. There, there's three big trends that we invest in. And they're the, they're the only things we do day in, day out. One is the explosion and open source software. So I think many people think that all software is unquestionably moving to an open source model in some form or another yeah. Tons of reasons to debate whether or not that is gonna happen and on what timeline happening >>Forever. >>But it is, it is accelerating faster than we've ever seen. So I, I think it's, it's one big, massive wave that we continue to ride. Um, second is the rise of data engineering. Uh, I think data engineering is in and of itself now, a category of software. It's not just that we store data. It's now we move data and we develop applications on data. And, uh, I think data is in and of itself as big of a, a market as any of the other markets that we invest in. Uh, and finally, it's the gift that keeps on giving. I've spent my entire career in it. We still feel that security is a market that is under invested. It is, it continues to be the place where people need to continue to invest and spend more money. Yeah. Uh, and those are the three major trends that we run >>And security, you think we all need a dessert do over, right? I mean, do we need a do over in security or is what's the core problem? I, >>I, I keep using this word underinvested because I think it's the right way to think about the problem. I think if you, I think people generally speaking, look at cyber security as an add-on. Yeah. But if you think about it, the whole economy is moving online. And so in, in some ways like security is core to protecting the digital economy. And so it's, it shouldn't be an afterthought, right? It should be core to what everyone is doing. And that's why I think relative to the trillions of dollars that are at stake, uh, I believe the market size for cybersecurity is around 150 billion. And it still is a fraction of what we're, what >>We're and security even boom is booming now. So you get the convergence of national security, geopolitics, internet digital >>That's right. You mean arguably, right? I mean, arguably again, it's the area of the world that people should be spending more time and more money given what to stake. >>I love your thesis. I gotta, I gotta say, you gotta love your firm. Love. You're doing we're big supporters of your mission. Congratulations on your entrepreneurial venture. And, uh, we'll be, we'll be talking and maybe see a Cub gone. Uh, >>Absolutely. >>Certainly EU maybe even north America's in Detroit this year. >>Huge fan of what you guys are doing here. Thank you so much for having me on >>The show. Guess bell VC Johnson here on the cube. Check him out. Founder for founders here on the cube, more coverage from San Francisco, California. After the short break, stay with us. Everyone. Welcome to the queue here. Live in San Francisco, California for AWS summit, 2022 we're live we're back with the events. Also we're virtual. We got hybrid all kinds of events. This year, of course, 80% summit in New York city is happening this summer. We'll be there with the cube as well. I'm John. Again, John host of the cube got a great guest here. Justin Coby owner and CEO of innovative solutions. Their booth is right behind us. Justin, welcome to the cube. >>Thank you. Thank you for having me. >>So we're just chatting, uh, uh, off camera about some of the work you're doing. You're the owner of and CEO. Yeah. Of innovative. Yeah. So tell us a story. What do you guys do? What's the elevator pitch. >>Yeah. <laugh> so the elevator pitch is we are, uh, a hundred percent focused on small to midsize businesses that are moving into the cloud or have already moved to the cloud and really trying to understand how to best control, cost, security, compliance, all the good stuff, uh, that comes along with it. Um, exclusively focused on AWS and, um, you know, about 110 people, uh, based in Rochester, New York, that's where our headquarters is, but now we have offices down in Austin, Texas up in Toronto, uh, key Canada, as well as Chicago. Um, and obviously in New York, uh, you know, the, the business was never like this, uh, five years ago, um, founded in 1989, made the decision in 2018 to pivot and go all in on the cloud. And, uh, I've been a part of the company for about 18 years, bought the company about five years ago and it's been a great ride. It >>It's interesting. The manages services are interesting with cloud cause a lot of the heavy liftings done by AWS. So we had Matt on your team on earlier talking about some of the edge stuff. Yeah. But you guys are a managed cloud service. You got cloud advisory, you know, the classic service that's needed, but the demands coming from cloud migrations and application modernization and obviously data is a huge part of it. Huge. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on the SMB side for edge. Yeah. For AWS, you got results coming in. Where's the, where's the forcing function. What's the pressure point. What's the demand like? >>Yeah. It's a great question. Every CEO I talk to, that's a small to midsize business. They're trying to understand how to leverage technology. It better to help either drive a revenue target for their own business, uh, help with customer service as so much has gone remote now. And we're all having problems or troubles or issues trying to hire talent. And um, you know, tech ISNT really at the, at the forefront and the center of that. So most customers are coming to us and they're like, listen, we gotta move to the cloud or we move some things to cloud and we want to do that better. And um, there's this big misnomer that when you move to the cloud, you gotta automatically modernize. Yeah. And what we try to help as many customers understand as possible is lifting and shifting, moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. And then, uh, progressively working through a modernization strateg, always the better approach. And so we spend a lot of time with small to midsize businesses who don't have the technology talent on staff to be able to do >>That. Yeah. They want get set up. But then the dynamic of like latency is huge. We're seeing that edge product is a big part of it. This is not a one-off happening around everywhere. It is. And it's not, it's manufacturing, it's the physical plant or location >>Literally. >>And so, and you're seeing more IOT devices. What's that like right now from a challenge and problem statement standpoint, are the customers, not staff, is the it staff kind of old school? Is it new skills? What's the core problem you guys solve >>In the SMB space? The core issue nine outta 10 times is people get enamored with the latest and greatest. And the reality is not everything that's cloud based. Not all cloud services are the latest and greatest. Some things have been around for quite some time and are hardened solutions. And so, um, what we try to do with technology staff that has traditional on-prem, uh, let's just say skill sets and they're trying to move to a cloud-based workload is we try to help those customers through education and through some practical, let's just call it use case. Um, whether that's a proof of concept that we're doing or whether we're gonna migrate a small workload over, we try to give them the confidence to be able to not, not necessarily go it alone, but to, to, to have the, uh, the Gusto and to really have the, um, the, the opportunity to, to do that in a wise way. Um, and what I find is that most CEOs that I talk to, yeah, they're like, listen, the end of the day, I'm gonna be spending money in one place or another, whether that's OnPrem or in the cloud. I just want to know that I'm doing that in a way that helps me grow as quickly as possible status quo. I think every, every business owner knows that COVID taught us anything that status quo is, uh, is, is no. No. >>Good. How about factoring in the, the agility and speed equation? Does that come up a lot? It >>Does. I think, um, I, there's also this idea that if, uh, if we do a deep dive analysis and we really take a surgical approach to things, um, we're gonna be better off. And the reality is the faster you move with anything cloud based, the better you are. And so there's this assumption that we gotta get it right the first time. Yeah. In the cloud, if you start down your journey in one way and you realize midway that it's not the right, let's just say the right place to go. It's not like buying a piece of iron that you put in the closet and now you own it in the cloud. You can turn those services on and off. It's gives you a much higher density for making decisions and failing >>Forward. Well actually shutting down the abandoning the projects that early and not worrying about it, you got it. I mean, most people don't abandon cause like, oh, I own it. >>Exactly. And >>They get, they get used to it. Like, and then they wait too long. >>That's exactly. Yeah. >>Frog and boiling water as we used to say. So, oh, it's a great analogy. So I mean, this is a dynamic that's interesting. I wanna get more thoughts on it because like I'm a, if I'm a CEO of a company, like, okay, I gotta make my number. Yeah. I gotta keep my people motivated. Yeah. And I gotta move faster. So this is where you, I get the whole thing. And by the way, great service, um, professional services in the cloud right now are so hot because so hot, you can build it and then have option optionality. You got path decisions, you got new services to take advantage of. It's almost too much for customers. It is. I mean, everyone I talked to at reinvent, that's a customer. Well, how many announcements did am jazzy announce or Adam, you know, the 5,000 announcement or whatever. They do huge amounts. Right. Keeping track of it all. Oh, is huge. So what's the, what's the, um, the mission of, of your company. How does, how do you talk to that alignment? Yeah. Not just processes. I can get that like values as companies, cuz they're betting on you and your people. >>They are, they are, >>What's the values. >>Our mission is, is very simple. We want to help every small to midsize business leverage the power of the cloud. Here's the reality. We believe wholeheartedly. This is our vision that every company is going to become a technology company. So we go to market with this idea that every customer's trying to leverage the power of the cloud in some way, shape or form, whether they know it or don't know it. And number two, they're gonna become a tech company in the process of that because everything is so tech-centric. And so when you talk about speed and agility, when you talk about the, the endless options and the endless permutations of solutions that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your, or it department to make all those decisions going it alone or trying to learn it as you go, it only gets you so far working with a partner. >>I'll just give you some perspective. We work with about a thousand small to midsize business customers. More than 50% of those customers are on our managed services. Meaning they know that we have their back Andre or the safety net. So when a customer is saying, all right, I'm gonna spend a couple thousand dollars a month in the cloud. They know that that bill, isn't gonna jump to $10,000 a month going in alone. Who's there to help protect that. Number two, if you have a security posture and let's just say you're high profile and you're gonna potentially be more vulnerable to security attack. If you have a partner, that's all offering you some managed services. Now you, again, you've got that backstop and you've got those services and tooling. We, we offer, um, seven different products, uh, that are part of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go out today and go buy a new Relic solution on their own. It, it would cost 'em a fortune. If >>Training alone would be insane, a factor and the cost. Yes, absolutely. Opportunity cost is huge, >>Huge, absolutely enormous training and development. Something. I think that is often, you know, it's often overlooked technologists. Typically they want to get their skills up. Yeah. They, they love to get the, the stickers and the badges and the pins, um, at innovative in 2018, when, uh, when we made the decision to go all in on the club, I said to the organization, you know, we have this idea that we're gonna pivot and be aligned with AWS in such a way that it's gonna really require us all to get certified. My executive assistant at the time looks at me. She said, even me, I said, yeah, even you, why can't you get certified? Yeah. And so we made, uh, a conscious decision. It wasn't requirement and still isn't today to make sure everybody in the company has the opportunity to become certified. Even the people that are answering the phones at the front desk >>And she could be running the Kubernetes clusters. I love it. It's amazing. >>But I'll tell you what, when that customer calls and they have a real Kubernetes issue, she'll be able to assist and get >>The right people involved. And that's a cultural factor that you guys have. So, so again, this is back to my whole point about SMBs and businesses in general, small en large, it staffs are turning over the gen Z and millennials are in the workforce. They were provisioning top of rack switches. Right. First of all. And so if you're a business, there's also the, I call the build out, um, uh, return factor, ROI piece. At what point in time as an owner or SMB, do I get the ROI? Yeah. I gotta hire a person to manage it. That person's gonna have five zillion job offers. Yep. Uh, maybe who knows? Right. I got cybersecurity issues. Where am I gonna find a cyber person? Yeah. A data compliance. I need a data scientist and a compliance person. Right. Maybe one and the same. Right. Good luck. Trying to find a data scientist. Who's also a compliance person. Yep. And the list goes on. I can just continue. Absolutely. I need an SRE to manage the, the, uh, the sock report and we can pen test. Right. >>Right. >>These are, these are >>Critical issues. This >>Is just like, these are the table stakes. >>Yeah. And, and every, every business owner's thinking about. So that's, >>That's what, at least a million in bloating, if not three or more Just to get that going. Yeah. Then it's like, where's the app. Yeah. So there's no cloud migration. There's no modernization on the app side though. Yeah. No. And nevermind AI and ML. That's >>Right. That's right. So to try to go it alone, to me, it's hard. It it's incredibly difficult. And, and the other thing is, is there's not a lot of partners, so the partner, >>No one's raising their hand boss. I'll >>Do all that >>Exactly. In it department. >>Exactly. >>Like, can we just call up, uh, you know, <laugh> our old vendor. That's >>Right. <laugh> right. Our old vendor. I like it, but that's so true. I mean, when I think about how, if I was a business owner, starting a business to today and I had to build my team, um, and the amount of investment that it would take to get those people skilled up and then the risk factor of those people now having the skills and being so much more in demand and being recruited away, that's a real, that's a real issue. And so how you build your culture around that is, is very important. And it's something that we talk about every, with every one of our small to midsize business. >>So just, I want to get, I want to get your story as CEO. Okay. Take us through your journey. You said you bought the company and your progression to, to being the owner and CEO of innovative award winning guys doing great. Uh, great bet on a good call. Yeah. Things are good. Tell your story. What's your journey? >>It's real simple. I was, uh, was a sophomore at the Rochester Institute of technology in 2003. And, uh, I knew that I, I was going to school for it and I, I knew I wanted to be in tech. I didn't know what I wanted to do, but I knew I didn't wanna code or configure routers and switches. So I had this great opportunity with the local it company that was doing managed services. We didn't call it at that time innovative solutions to come in and, uh, jump on the phone and dial for dollars. I was gonna cold call and introduce other, uh, small to midsize businesses locally in Rochester, New York go to Western New York, um, who innovative was now. We were 19 people at the time. And I came in, I did an internship for six months and I loved it. I learned more in those six months that I probably did in my first couple of years at, uh, at R I T long story short. >>Um, for about seven years, I worked, uh, to really help develop, uh, sales process and methodology for the business so that we could grow and scale. And we grew to about 30 people. And, um, I went to the owners at the time in 2010 and I was like, Hey, I'm growing the value of this business. And who knows where you guys are gonna be another five years? What do you think about making me an owner? And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, we'll, um, we'll work through a succession plan with you. And I said, okay, there were four other individuals at the time that we're gonna also buy the business with >>Me. And they were the owners, no outside capital, >>None zero, well, 2014 comes around. And, uh, the other folks that were gonna buy into the business with me that were also working at innovative for different reasons. They all decided that it wasn't for them. One started a family. The other didn't wanna put capital in. Didn't wanna write a check. Um, the other had a real big problem with having to write a check. If we couldn't make payroll, I'm like, well, that's kind of like if we're owners, we're gonna have to like cover that stuff. <laugh> so >>It's called the pucker factor. >>Exactly. So, uh, I sat down with the CEO in early 2015, and, uh, we made the decision that I was gonna buy the three partners out, um, go through an earn out process, uh, coupled with, uh, an interesting financial strategy that wouldn't strap the business, cuz they care very much. The company still had the opportunity to keep going. So in 2016 I bought the business, um, became the sole owner. And, and at that point we, um, we really focused hard on what do we want this company to be? We had built this company to this point. Yeah. And, uh, and by 2018 we knew that pivoting all going all in on the cloud was important for us and we haven't looked back. >>And at that time, the proof points were coming clearer and clearer 2012 through 15 was the early adopters, the builders, the startups and early enterprises. Yes. The capital ones of the world. Exactly the, uh, and those kinds of big enterprises. The game don't, won't say gamblers, but ones that were very savvy. The innovators, the FinTech folks. Yep. The hardcore glass eating enterprises >>Agreed, agreed to find a small to midsize business, to migrate completely to the cloud as, as infrastructure was considered. That just didn't happen as often. Um, what we were seeing were a lot of our small to midsize business customers, they wanted to leverage cloud based backup, or they wanted to leverage a cloud for disaster recovery because it lent itself. Well, early days, our most common cloud customer though, was the customer that wanted to move messaging and collaboration. The, the Microsoft suite to the cloud and a lot of 'em dipped their toe in the water. But by 2017 we knew infrastructure was around the corner. Yeah. And so, uh, we only had two customers on eight at the time. Um, and we, uh, we, we made the decision to go all in >>Justin. Great to have you on the cube. Thank you. Let's wrap up. Uh, tell me the hottest product that you have. Is it migrations? Is the app modernization? Is it data? What's the hot product and then put a plug in for the company. Awesome. >>So, uh, there's no question. Every customer is looking to migrate workloads and try to figure out how to modernize for the future. We have very interesting, sophisticated yet elegant funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. We know how to do it in a way that allows those customers not to be cash strapped and gives them an opportunity to move forward in a controlled, contained way so that they can modernize. >>So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, on the cash exposure. >>Absolutely. We are known for that and we're known for being creative with those customers, empathetic to where they are in their journey. And >>That's the cloud upside is all about doubling down on the variable wind. That's right. Seeing the value and doubling down on it. Absolutely not praying for it. Yeah. <laugh> all right, Justin. Thanks for coming on. You really appreciate it. Thank >>You very much for having >>Me. Okay. This is the cube coverage here live in San Francisco, California for AWS summit, 2022. I'm John for your host. Thanks for watching with back with more great coverage for two days after this short break >>Live on the floor in San Francisco for 80 west summit, I'm John ferry, host of the cube here for the next two days, getting all the action we're back in person. We're at AWS reinvent a few months ago. Now we're back events are coming back and we're happy to be here with the cube, bringing all the action. Also virtual, we have a hybrid cube, check out the cube.net, Silicon angle.com for all the coverage. After the event. We've got a great guest ticketing off here. Matthew Park, director of solutions, architecture with innovation solutions. The booth is right here. Matthew, welcome to the cube. >>Thank you very much. I'm glad >>To be here. So we're back in person. You're from Tennessee. We were chatting before you came on camera. Um, it's great to have to be back through events. >>It's amazing. This is the first, uh, summit I've been to and what two, three years. >>It's awesome. We'll be at the, uh, New York as well. A lot of developers and a big story this year is as developers look at cloud going distributed computing, you got on premises, you got public cloud, you got the edge. Essentially the cloud operations is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, you got cloud native. So the, the game is pretty much laid out. Mm. And the edge is with the actions you guys are number one, premier partner at SMB for edge. >>That's right. >>Tell us about what you guys doing at innovative and, uh, what you do. >>That's right. Uh, so I'm the director of solutions architecture. Uh, me and my team are responsible for building out the solutions that are around, especially the edge public cloud out for us edge is anything outside of an AWS availability zone. Uh, we are deploying that in countries that don't have AWS infrastructure in region. They don't have it. Uh, give >>An example, >>Uh, example would be Panama. We have a customer there that, uh, needs to deploy some financial tech data and compute is legally required to be in Panama, but they love AWS and they want to deploy AWS services in region. Uh, so they've taken E EKS anywhere. We've put storage gateway and, uh, snowball, uh, in region inside the country and they're running their FinTech on top of AWS services inside Panama. >>You know, what's interesting, Matthew is that we've been covering Aw since 2013 with the cube about their events. And we watched the progression and jazzy was, uh, was in charge and then became the CEO. Now Adam Slosky is in charge, but the edge has always been that thing they've been trying to, I don't wanna say, trying to avoid, of course, Amazon would listen to customers. They work backwards from the customers. We all know that. Uh, but the real issue was they were they're bread and butters EC two and S three. And then now they got tons of services and the cloud is obviously successful and seeing that, but the edge brings up a whole nother level. >>It does >>Computing. It >>Does. >>That's not central lies in the public cloud. Now they got regions. So what is the issue with the edge what's driving? The behavior. Outpost came out as a reaction to competitive threats and also customer momentum around OT, uh, operational technologies. And it merging. We see with the data at the edge, you got five GM having. So it's pretty obvious, but there was a slow transition. What was the driver for the <affirmative> what's the driver now for edge action for AWS >>Data is the driver for the edge. Data has gravity, right? And it's pulling compute back to where the customer's generating that data and that's happening over and over again. You said it best outpost was a reaction to a competitive situation. Whereas today we have over fit 15 AWS edge services, and those are all reactions to things that customers need inside their data centers on location or in the field like with media companies. >>Outpost is interesting. We always used to riff on the cube, uh, cuz it's basically Amazon in a box, pushed in the data center, uh, running native, all the stuff, but now cloud native operations are kind of become standard. You're starting to see some standard Deepak sings group is doing some amazing work with open source Rauls team on the AI side, obviously, uh, you got SW who's giving the keynote tomorrow. You got the big AI machine learning big part of that edge. Now you can say, okay, outpost, is it relevant today? In other words, did outpost do its job? Cause EKS anywhere seems to be getting a lot of momentum. You see low the zones, the regions are kicking ass for Amazon. This edge piece is evolving. What's your take on EKS anywhere versus say outpost? >>Yeah, I think outpost did its job. It made customers that were looking at outpost really consider, do I wanna invest in this hardware? Do I, do I wanna have, um, this outpost in my data center, do I wanna manage this over the long term? A lot of those customers just transitioned to the public cloud. They went into AWS proper. Some of those customers stayed on prem because they did have use cases that were, uh, not a good fit for outpost. They weren't a good fit. Uh, in the customer's mind for the public AWS cloud inside an availability zone. Now what's happening is as AWS is pushing these services out and saying, we're gonna meet you where you are with 5g. We're gonna meet you where you are with wavelength. We're gonna meet you where you are with EKS anywhere. Uh, I think it has really reduced the amount of times that we have conversations about outposts and it's really increased. We can deploy fast. We don't have to spin up outpost hardware. We can go deploy EKS anywhere in your VMware environment and it's increasing the speed of adoption >>For sure. So you guys are making a lot of good business decisions around managed cloud service. Innovative does that. You have the cloud advisory, the classic professional services for the specific edge piece and, and doing that outside of the availability zones and regions for AWS, um, customers in, in these new areas that you're helping out are they want cloud, like they want to have modernization a modern applications. Obviously they got data machine learning and AI, all part of that. What's the main product or, or, or gap that you're filling for AWS, uh, outside of their available ability zones or their regions that you guys are delivering. What's the key is it. They don't have a footprint. Is it that it's not big enough for them? What's the real gap. What's why, why are you so successful? >>So what customers want when they look towards the cloud is they want to focus on, what's making them money as a business. They wanna focus on their applications. They want focus on their customers. So they look towards AWS cloud and say, AWS, you take the infrastructure. You take, uh, some of the higher layers and we'll focus on our revenue generating business, but there's a gap there between infrastructure and revenue generating business that innovative slides into, uh, we help manage the AWS environment. We help build out these things in local data centers for 32 plus year old company, we have traditional on-premises people that know about deploying hardware that know about deploying VMware to host EKS anywhere. But we also have most of our company totally focused on the AWS cloud. So we're filling that gap in helping deploy these AWS services, manage them over the long term. So our customers can go to just primarily and totally focusing on their revenue generating business. >>So basically you guys are basically building AWS edges, >>Correct? >>For correct companies, correct? Mainly because the, the needs are there, you got data, you got certain products, whether it's, you know, low latency type requirements, right. And then they still work with the regions, right. It's all tied together, right. Is that how it works? Right. >>And, and our customers, even the ones in the edge, they also want us to build out the AWS environment inside the availability zone, because we're always gonna have a failback scenario. If we're gonna deploy FinTech in the Caribbean, we're gonna talk about hurricanes and gonna talk about failing back into the AWS availability zones. So innovative is filling that gap across the board, whether it be inside the AWS cloud or on the AWS edge. >>All right. So I gotta ask you on the, since you're at the edge in these areas, I won't say underserved, but developing areas where now have data, you have applications that are tapping into that, that requirement. It makes total sense. We're seeing across the board. So it's not like it's, it's an outlier it's actually growing. Yeah. There's also the crypto angle. You got the blockchain. Are you seeing any traction at the edge with blockchain? Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech in, in the islands. There are a lot of, lot of, lot of web three happening. What's your, what's your view on the web three world right now, relative >>To we, we have some customers actually deploying crypto, especially, um, especially in the Caribbean. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers that are deploying crypto. A lot of, uh, countries are choosing crypto underly parts of their central banks. Yeah. Um, so it's, it's up and coming. Uh, I, I have some, you know, personal views that, that crypto is still searching for a use case. Yeah. And, uh, I think it's searching a lot and, and we're there to help customers search for that use case. Uh, but, but crypto, as a, as a tech technology, um, lives really well on the AWS edge. Yeah. Uh, and, and we're having more and more people talk to us about that. Yeah. And ask for assistance in the infrastructure because they're developing new cryptocurrencies every day. Yeah. It's not like they're deploying Ethereum or anything specific. They're actually developing new currencies and, and putting them out there on it's >>Interesting. And I mean, first of all, we've been doing crypto for many, many years. We have our own little, um, you know, projects going on. But if you look talk to all the crypto people that say, look, we do a smart contract, we use the blockchain. It's kind of over a lot of overhead. It's not really their technical already, but it's a cultural shift, but there's underserved use cases around use of money, but they're all using the blockchain, just for this like smart contracts for instance, or certain transactions. And they go into Amazon for the database. Yeah. <laugh> they all don't tell anyone we're using a centralized service, but what happened to decent centralized. >>Yeah. And that's, and that's the conversation performance. >>Yeah. >>And, and it's a cost issue. Yeah. And it's a development issue. Um, so I think more and more as, as some of these, uh, currencies maybe come up, some of the smart contracts get into, uh, they find their use cases. I think we'll start talking about how does that really live on, on AWS and, and what does it look like to build decentralized applications, but with AWS hardware and services. >>Right. So take me through a, a use case of a customer, um, Matthew around the edge. Okay. So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. I want to modernize my business. And I got my developers that are totally peaked up on cloud. Um, but we've identified that it's just a lot of overhead latency issues. I need to have a local edge and serve my a and I also want all the benefits of the cloud. So I want the modernization and I wanna migrate to the cloud for all those cloud benefits and the good this of the cloud. What's the answer. Yeah. >>Uh, big thing is, uh, industrial manufacturing, right? That's, that's one of the best use cases, uh, inside industrial manufacturing, we can pull in many of the AWS edge services we can bring in, uh, private 5g, uh, so that all the, uh, equipment inside that, that manufacturing plant can be hooked up. They don't have to pay huge overheads to deploy 5g it's, uh, better than wifi for the industrial space. Um, when we take computing down to that industrial area, uh, because we wanna do pre-procesing on the data. Yeah. We want to gather some analytics. We deploy that with, uh, regular commercially available hardware running VMware, and we deploy EKS anywhere on that. Uh, inside of that manufacturing plant, uh, we can do pre-processing on things coming out of the, uh, the robotics that depending on what we're manufacturing, right. Uh, and then we can take the, those refined analytics and for very low cost with maybe a little bit longer latency transmit those back, um, to the AWS availability zone, the, the standard >>For data lake or whatever, >>To the data lake. Yeah. Data Lakehouse, whatever it might be. Um, and we can do additional data science on that once it gets to the AWS cloud. Uh, but I'll lot of that, uh, just in time business decisions, just in time, manufacturing decisions can all take place on an AWS service or services inside that manufacturing plant. And that's, that's one of the best use cases that we're >>Seeing. And I think, I mean, we've been seeing this on the queue for many, many years, moving data around is very expensive. Yeah. But also compute going of the data that saves that cost yep. On the data transfer also on the benefits of the latency. So I have to ask you, by the way, that's standard best practice now for the folks watching don't move the data unless you have to. Um, but those new things are developing. So I wanna ask you, what new patterns are you seeing emerging once this new architecture's in place? Love that idea, localize everything right at the edge, manufacture, industrial, whatever the use case, retail, whatever it is. Right. But now what does that change in the, in the core cloud? There's a, there's a system element here. Yeah. What's the new pattern. There's >>Actually an organizational element as well, because once you have to start making the decision, do I put this compute at the point of use or do I put this compute in the cloud? Uh, now you start thinking about where business decisions should be taking place. Uh, so not only are you changing your architecture, you're actually changing your organization because you're thinking, you're thinking about a dichotomy you didn't have before. Uh, so now you say, okay, this can take place here. Uh, and maybe, maybe this decision can wait. Yeah. Uh, and then how do I visualize that? By >>The way, it could be a bot tube doing the work for management. Yeah. <laugh> exactly. You got observability going, right. But you gotta change the database architecture in the back. So there's new things developing. You've got more benefit. There >>Are, there are. And, and we have more and more people that, that want to talk less about databases and want to talk more about data lakes because of this. They want to talk more about out. Customers are starting to talk about throwing away data, uh, you know, for the past maybe decade. Yeah. It's been store everything. And one day we will have a data science team that we hire in our organization to do analytics on this decade of data. And well, >>I mean, that's, that's a great point. We don't have time to drill into, maybe we do another session on this, but the one pattern we're seeing of the past year is that throwing away data's bad, even data lakes that so-called turn into data swamps, actually, it's not the case. You look at data, brick, snowflake, and other successes out there. And even time series data, which may seem irrelevant efforts over actually matters when people start retraining their machine learning algorithms. Yep. So as data becomes code, as we call it in our last showcase, we did a whole whole event on this. The data's good in real time and in the lake. Yeah. Because the iteration of the data feeds the machine learning training. Things are getting better with the old data. So it's not throw it away. It's not just business better. Yeah. There's all kinds of new scale. >>There are. And, and we have, uh, many customers that are running pay Toby level. Um, they're, they're essentially data factories on, on, uh, on premises, right? They're, they're creating so much data and they're starting to say, okay, we could analyze this, uh, in the cloud, we could transition it. We could move Aytes of data to the AWS cloud, or we can run, uh, computational workloads on premises. We can really do some analytics on this data transition, uh, those high level and sort of raw analytics back to AWS run 'em through machine learning. Um, and we don't have to transition 10, 12 petabytes of data into AWS. >>So I gotta end the segment on a, on a kind of a, um, fun note. I was told to ask you about your personal background, OnPrem architect, Aus cloud, and skydiving instructor. <laugh> how does that all work together? What tell, what does this mean? Yeah. >>Uh, you >>Jumped out a plane and got a job. You got a customer to jump out >>Kind of. So I was, you jumped out. I was teaching having, uh, before I, before I started in the cloud space, this was 13, 14 years ago. I was a, I still am a sky. I instructor, uh, I was teaching skydiving and I heard out of the corner of my ear, uh, a guy that owned an MSP that was lamenting about, um, you know, storing data and, and how his customers are working. And he can't find an enough people to operate all these workloads. So I walked over and said, Hey, this is, this is what I went to school for. Like, I'd love to, you know, uh, I was living in a tent in the woods, teaching skydiving. I was like, I'd love to not live in a tent in the woods. So, uh, uh, I started and the first day there, uh, we had a, a discussion, uh, EC two had just come out <laugh> and, uh, like, >>This is amazing. >>Yeah. And so we had this discussion, we should start moving customers here. And, uh, and that totally revolutionized that business, um, that, that led to, uh, that that guy actually still owns a skydiving airport. But, um, but through all of that, and through being in on premises, migrated me and myself, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, now let's take what we learned in the cloud and, and apply those lessons and those services tore >>It's. So it's such a great story, you know, was gonna, you know, you know, the whole, you know, growth mindset pack your own parachute, you know, uh, exactly. You know, the cloud in the early days was pretty much will the shoot open. Yeah. It was pretty much, you had to roll your own cloud at that time. And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. >>And so was Kubernetes by the way, 2015 or so when, uh, when that was coming out, it was, I mean, it was, it was still, and maybe it does still feel like that to some people. Right. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we >>It's now with you guys, it's more like a tandem jump. Yeah. You know, but, but it's a lot of, lot of this cutting edge stuff, like jumping out of an airplane. Yeah. You got the right equipment. You gotta do the right things. Exactly. >>Right. >>Yeah. Thanks for coming. You really appreciate it. Absolutely great conversation. Thanks for having me. Okay. The cubes here live in San Francisco for eight of us summit. I'm John for host of the cube. Uh, we'll be at a summit in New York coming up in the summer as well. Look up for that. Look up this calendar for all the cube, actually@thecube.net. We'll right back with our next segment after this break. >>Okay. Welcome back everyone to San Francisco live coverage here, we're at the cube a be summit 2022. We're back in person. I'm John fury host of the cube. We'll be at the eighties summit in New York city this summer, check us out then. But right now, two days in San Francisco, getting all the coverage what's going on in the cloud, we got a cube alumni and friend of the cube, my dos car CEO, investor, a Sierra, and also an investor in a bunch of startups, angel investor. Gonna do great to see you. Thanks for coming on the cube. Good to see you. Good to see you. Cool. How are you? Good. >>How hello you. >>So congratulations on all your investments. Uh, you've made a lot of great successes, uh, over the past couple years, uh, and your company raising, uh, some good cash as Sarah. So give us the update. How much cash have you guys raised? What's the status of the company product what's going on? >>First of all, thank you for having me. We're back to be business with you, never after to see you. Uh, so is a company started around four years back. I invested with a few of the investors and now I'm the CEO there. We have raised close to a hundred million there. The investors are people like Norwes Menlo ventures, coastal ventures, Ram Shera, and all those people, all well known guys. And Beckel chime Paul me Mayard web. So whole bunch of operating people and, uh, Silicon valley VCs are involved >>And has it gone? >>It's going well. We are doing really well. We are going almost 300% year over year. Uh, for last three years, the space ISRA is going after is what I call the applying AI for customer service. It operations, it help desk, uh, the same place I used to work at ServiceNow. We are partners with ServiceNow to take, how can we argument for employees and customers, Salesforce, and service now to take you to the next stage? Well, >>I love having you on the cube, Dave and I, Dave LAN as well loves having you on too, because you not only bring the entrepreneurial CEO experience, you're an investor. You're like a, you're like a guest analyst. <laugh> >>You know, who does >>You, >>You >>Get the call fund to talk to you though. You >>Get the commentary, your, your finger in the pulse. Um, so I gotta ask you obviously, AI and machine learning, machine learning AI, or you want to phrase it. Isn't every application. Now, AI first, uh, you're seeing a lot of that going on. You're starting to see companies build the modern applications at the top of the stack. So the cloud scale has hit. We're seeing cloud scale. You predicted that we talked about in the cube many times. Now you have that past layer with a lot more services and cloud native becoming a standard layer. Containerizations growing Docker just raised a hundred million on a $2 billion valuation back from the dead after they pivoted from enterprise services. So open source developers are booming. Um, where's the action. I mean, is there data control plan? Emerging AI needs data. There's a lot of challenges around this. There's a lot of discussions and a lot of companies being funded, observability there's 10 billion observability companies. Data is the key. This is what's your end on this. What's your take. >>Yeah, look, I think I'll give you the few that I see right from my side. Obviously data is very clear. So the things that rumor system of recorded you and me talked about the next layer is called system of intelligence. That's where the AI will play. Like we talk cloud native, it'll be called AI. NA AI enable is a new buzzword and using the AI for customer service. It, you talk about observability. I call it, AIOps applying AOPs for good old it operation management, cloud management. So you'll see the AOPs applied for whole list of, uh, application from observability doing the CMDB, predicting the events insurance. So I see a lot of work clicking for AIOps and AI services. What used to be desk with ServiceNow BMC GLA you see a new ALA emerging as a system of intelligence. Uh, the next would be is applying AI with workflow automation. So that's where you'll see a lot of things called customer workflows, employee workflows. So think of what UI path automation, anywhere ServiceNow are doing, that area will be driven with AI workflows. So you, you see AI going >>Off is RPA. A company is AI, is RPA a feature of something bigger? Or can someone have a company on RPA UI S one will be at their event this summer? Um, is it a product company? I mean, or I mean, RPA is, should be embedded in everything. It's a >>Feature. It is very good point. Very, very good thinking. So one is, it's a category for sure. Like, as we thought, it's a category, it's an area where RPA may change the name. I call it much more about automation, workflow automation, but RPA and automation is a category. Um, it's a company also, but that automation should be embedded in every area. Yeah. Like we call cloud NATO and AI. They it'll become automation data. Yeah. And that's your, thinking's >>Interesting me. I think about the, what you're talking about what's coming to mind is I'm kinda having flashbacks to the old software model of middleware. Remember at middleware, it was very easy to understand it was middleware. It sat between two things and then the middle, and it was software abstraction. Now you have all kinds of workflows, abstractions everywhere. So multiple databases, it's not a monolithic thing. Right? Right. So as you break that down, is this the new modern middleware? Because what you're talking about is data workflows, but they might be siloed. Are they integrated? I mean, these are the challenges. This is crazy. What's the, >>So remember the databases became called polyglot databases. Yeah. I call this one polyglot automation. So you need automation as a layer, as a category, but you also need to put automation in every area like you, you were talking about, it should be part of service. Now it should be part of ISRA. Like every company, every Salesforce. So that's why you see it MuleSoft and sales buying RPA companies. So you'll see all the SaaS companies, cloud companies having an automation as a core. So it's like how you have a database and compute and sales and networking. You'll also have an automation as a layer embedded inside every stack. >>All right. So I wanna shift gears a little bit and get your perspective on what's going on behind us. You can see, uh, behind, as you got the XPO hall got, um, we're back to vis, but you got, you know, AMD, Clum, Dynatrace data, dog, innovative, all the companies out here that we know, we interview them all. They're trying to be suppliers to this growing enterprise market. Right? Okay. But now you also got the entrepreneurial equation. Okay. We're gonna have John Sado on from Deibel later. He's a former NEA guy and we always talk to Jerry, Jen, we know all the, the VCs, what does the startups look like? What does the state of the, in your mind, cause you, I know you invest the entrepreneurial founder situation. Cloud's bigger. Mm-hmm <affirmative> global, right? Data's part of it. You mentioned data's code. Yes. Basically. Data's everything. What's it like for a first an entrepreneur right now who's starting a company. What's the white space. What's the attack plan. How do they get in the market? How do they engineer everything? >>Very good. So I'll give it to, uh, two things that I'm seeing out there. Remember leaders of Amazon created the startups 15 years back. Everybody built on Amazon now, Azure and GCP. The next layer would be people don't just build on Amazon. They're going to build it on top of snow. Flake companies are snowflake becomes a data platform, right? People will build on snowflake, right? So I see my old boss playing ment, try to build companies on snowflake. So you don't build it just on Amazon. You build it on Amazon and snowflake. Snowflake will become your data store. Snowflake will become your data layer, right? So I think that's the next level of companies trying to do that. So if I'm doing observability AI ops, if I'm doing next level of Splunk SIM, I'm gonna build it on snowflake, on Salesforce, on Amazon, on Azure, et cetera. >>It's interesting. You know, Jerry Chan has it put out a thesis a couple months ago called castles in the cloud where your moat is, what you do in the cloud. Not necessarily in the, in the IP. Um, Dave LAN and I had last re invent, coined the term super cloud, right? It's got a lot of traction and a lot of people throwing, throwing mud at us, but we were, our thesis was, is that what Snowflake's doing? What Goldman S Sachs is doing. You're starting to see these clouds on top of clouds. So Amazon's got this huge CapEx advantage. And guys like Charles Fitzgeral out there, who we like was kind of hitting on us saying, Hey, you guys terrible, they didn't get him. Like, yeah, I don't think he gets it, but that's a whole, can't wait to debate him publicly on this. <laugh> cause he's cool. Um, but snowflake is on Amazon. Yes. Now they say they're on Azure now. Cause they've got a bigger market and they're public, but ultimately without a AWS snowflake doesn't exist and, and they're reimagining the data warehouse with the cloud, right? That's the billion dollar opportunity. >>It is. It is. They both are very tight. So imagine what Frank has done at snowflake and Amazon. So if I'm a startup today, I want to build everything on Amazon where possible whatever is, I cannot build. I'll make the pass layer room. The middle layer pass will be snowflake. So I cannot build it on snowflake. I can use them for data layer if I really need to size, I'll build it on force.com Salesforce. Yeah. Right. So I think that's where you'll >>See. So basically the, the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be a super cloud. It >>Is, >>That's the application on another big CapEx ride, the CapEx of AWS or cloud, >>And that reduce your product development, your go to market and you get use the snowflake marketplace to drive your engagement. Yeah. >>Yeah. How are, how is Amazon and the clouds dealing with these big whales, the snowflakes of the world? I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. Yeah. So, I mean, I'll say, I think got Redshift. Amazon has got Redshift. Um, but snowflake big customer. The they're probably paying AWS big, >>I >>Think big bills too. >>So John, very good. Cause it's like how Netflix is and Amazon prime, right. Netflix runs on Amazon, but Amazon has Amazon prime that co-option will be there. So Amazon will have Redshift, but Amazon is also partnering with the snowflake to have native snowflake data warehouse as a data layer. So I think depending on the use case you have to use each of the above, I think snowflake is here for a long term. Yeah. Yeah. So if I'm building an application, I want to use snowflake then writing from stats. >>Well, I think that comes back down to entrepreneurial hustle. Do you have a better product? Right. Product value will ultimately determine it as long as the cloud doesn't, you know, foreclose your value. That's right. With some sort of internal hack, but I've think, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising tide is still happening at some point, when does the rising tide stop and the people shopping up their knives, it gets more competitive or is it just an infinite growth cycle? I >>Think it's growth. You call it closed skill you the word cloud scale. So I think look, cloud will continually agree, increase. I think there's as long as there more movement from on, uh, on-prem to the classical data center, I think there's no reason at this point, the rumor, the old lift and shift that's happening in like my business. I see people lift and shifting from the it operations, it helpless. Even the customer service service. Now the ticket data from BMCs CAS like Microfocus, all those workloads are shifted to the cloud, right? So cloud ticketing system is happening. Cloud system of record is happening. So I think this train has still a long way to go made. >>I wanna get your thoughts for the folks watching that are, uh, enterprise buyers are practitioners, not suppliers to the market. Feel free to text me or DMing. Next question is really about the buying side, which is if I'm a customer, what's the current, um, appetite for startup products. Cause you know, the big enterprises now and you know, small, medium, large, and large enterprise, they're all buying new companies cuz a startup can go from zero to relevant very quickly. So that means now enterprises are engaging heavily with startups. What's it like what's is there a change in order of magnitude of the relationship between the startup selling to, or growing startup selling to an enterprise? Um, have you seen changes there? I mean seeing some stuff, but why don't we get your thoughts on that? What it >>Is you, if I remember going back to our 2007 or eight, when I used to talk to you back then when Amazon started very small, right? We are an Amazon summit here. So I think enterprises on the average used to spend nothing with startups. It's almost like 0% or one person today. Most companies are already spending 20, 30% with startups. Like if I look at a C I will line our business, it's gone. Yeah. Can it go more? I think it can double in the next four, five years. Yeah. Spending on the startups. Yeah. >>And check out, uh, AWS startups.com. That's a site that we built for the startup community for buyers and startups. And I want to get your reaction because I, I reference the URL causes like there's like a bunch of companies we've been promoting because the solution that startups have actually are new stuff. Yes. It's bending, it's shifting left for security or using data differently or um, building tools and platforms for data engineering. Right. Which is a new persona that's emerging. So you know, a lot of good resources there. Um, and goes back now to the data question. Now, getting back to your, what you're working on now is what's your thoughts around this new, um, data engineering persona, you mentioned AIOps, we've been seeing AIOps IOPS booming and that's creating a new developer paradigm that's right. Which we call coin data as code data as code is like infrastructure as code, but it's for data, right? It's developing with data, right? Retraining machine learnings, going back to the data lake, getting data to make, to do analysis, to make the machine learning better post event or post action. So this, this data engineers like an SRE for data, it's a new, scalable role we're seeing. Do you see the same thing? Do you agree? Um, do you disagree or can you share? >>I, a lot of thoughts that Fu I see the AI op solutions in the futures should be not looking back. I need to be like we are in San Francisco bay. That means earthquake prediction. Right? I want AOPs to predict when the outages are gonna happen. When there's a performance issue. I don't think most AOPs vendors have not gone there yet. Like I spend a lot of time with data dog, Cisco app dynamic, right? Dynatrace, all this solution will go future towards predict to pro so solution with AOPs. But what you bring up a very good point on the data side. I think like we have a Amazon marketplace and Amazon for startup, there should be data exchange where you want to create for AOPs and AI service that customers give the data, share the data because we thought the data algorithms are useless. I can give the best algorithm, but I gotta train them, modify them, make them better, make them better. Yeah. And I think their whole data exchange is the industry has not thought through something you and me talk many times. Yeah. Yeah. I think the whole, that area is very important. >>You've always been on, um, on the Vanguard of data because, uh, it's been really fun. Yeah. >>Going back to big data days back in 2009, you know that >>Look at, look how much data bricks has grown. >>It is doubled. The key cloud >>Air kinda went private, so good stuff. What are you working on right now? Give a, give a, um, plug for what you're working on. You'll still investing. >>I do still invest, but look, I'm a hundred percent on ISRA right now. I'm the CEO there. Yeah. Okay. So right. ISRA is my number one baby right now. So I'm looking year that growing customers and my customers, or some of them, you like it's zoom auto desk, McAfee, uh, grand <inaudible>. So all the top customers, um, mainly for it help desk customer service. AIOps those are three product lines and going after enterprise and commercial deals. >>And when should someone buy your product? What's what's their need? What category is it? >>I think they look whenever somebody needs to buy the product is if you need AOP solution to predict, keep your lights on, predict ours. One area. If you want to improve employee experience, you are using a slack teams and you want to automate all your workflows. That's another value problem. Third is customer service. You don't want to hire more people to do it. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, >>Great stuff, man. Doing great to see you. Thanks for coming on. Congratulations on the success of your company and your investments. Thanks for coming on the cube. Okay. I'm John fur here at the cube live in San Francisco for day one of two days of coverage of a us summit 2022. And we're gonna be at Aus summit in San, uh, in New York in the summer. So look for that on the calendar, of course, go to a us startups.com. That's a site for all the hot startups and of course the cube.net and Silicon angle.com. Thanks for watching. We'll be back more coverage after this short break. >>Okay. Welcome back everyone. This the cubes coverage here in San Francisco, California, a Davis summit, 2022, the beginning of the event season, as it comes back, little bit smaller footprint, a lot of hybrid events going on, but this is actually a physical event, a summit in new York's coming in the summer. We'll be two with the cube on the set. We're getting back in the Groove's psych to be back. We were at reinvent, uh, as well, and we'll see more and more cube, but you're gonna see a lot of virtual cube outta hybrid cube. We wanna get all those conversations, try to get more interviews, more flow going. But right now I'm excited to have Corey Quinn here on the back on the cube chief cloud economist with duck bill groove, he's the founder, uh, and chief content person always got great angles, fun comedy, authoritative Corey. Great to see you. Thank you. >>Thanks. Coming on. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. Most days, >>Shit posting is an art form now. And if you look at mark, Andrew's been doing a lot of shit posting lately. All a billionaires are shit posting, but they don't know how to do it. They're >>Doing it right. There's something opportunity there. It's like, here's how to be even more obnoxious and incisive. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, it's like, I get excited with a nonsense I can do with a $20 gift card for an AWS credit compared to, oh well, if I could buy a mid-size island to begin doing this from, oh, then we're having fun. >>This shit posting trend. Interesting. I was watching a thread go on about, saw someone didn't get a job because of their shit posting and the employer didn't get it. And then someone on this side I'll hire the guy cuz I get that's highly intelligent shit posting. So for the audience that doesn't know what shit posting is, what, what is shitposting >>It's more or less talking about the world of enterprise technology, which even that sentence is hard to finish without falling asleep and toppling out of my chair in front of everyone on the livestream, but it's doing it in such a way that brings it to life that says the quiet part. A lot of the audience is thinking, but generally doesn't say either because they're polite or not a Jack ass or more prosaically are worried about getting fired for better or worse. I don't have that particular constraint, >>Which is why people love you. So let's talk about what you, what you think is, uh, worthy and not worthy in the industry right now, obviously, uh, Cuban coming up in Spain, which they're having a physical event, you see the growth of cloud native Amazon's evolving Atos, especially new CEO. Andy move on to be the chief of all. Amazon just saw him the cover of was it time magazine. Um, he's under a lot of stress. Amazon's changed. Invoice has changed. What's working. What's not, what's rising, what's falling. What's hot. What's not, >>It's easy to sit here and criticize almost anything. These folks do. They're they're effectively in a fishbowl, but I have trouble. Imagine the logistics, it takes to wind up handling the catering for a relatively downscale event like this one this year, let alone running a 1.7 million employee company having to balance all the competing challenges and pressures and the rest. I, I just can't fathom what it would be like to look at all of AWS. And it's, it's sprawling immense, the nominates our entire industry and say, okay, this is a good start, but I, I wanna focus on something with a broader remit. What is that? How do you even get into that position? And you can't win once you're there. All you can do is hold onto the tiger and hope you don't get mold. >>Well, there's a lot of force for good conversations. Seeing a lot of that going on, Amazon's trying to a, is trying to portray themselves, you know, the Pathfinder, you know, you're the pioneer, um, force for good. And I get that and I think that's a good angle as cloud goes mainstream. There's still the question of, we had a guy on just earlier, who was a skydiving instructor and we were joking about the early days of cloud. Like that was like skydiving, build a parachute open, you know, and now it's same kind of thing. As you move to edge, things are like reliable in some areas, but still new, new fringe, new areas. That's crazy. Well, >>Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon and his backfill replacement. The AWS CISO is CJ. Moses who as a hobby races, a as a semi-pro race car, our driver to my understanding, which either, I don't know what direction to take that in either. This is what he does to relax or ultimately, or ultimately it's. Huh? That, that certainly says something about risk assessment. I'm not entirely sure what, but okay. Either way, it sounds like more exciting. Like they >>Better have a replacement ready in case something goes wrong on the track, highly >>Available >>CSOs. I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, which I was never a fan of until I watched that Netflix series. But when you look at the formula one, it's pretty cool. Cause it's got some tech angles, I get the whole data instrumentation thing, but the most coolest thing about formula, the one is they have these new rigs out. Yeah. Where you can actually race in e-sports with other people in pure simulation of the race car. You gotta get the latest and video graphics card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're basically simulating racing. Oh, >>It's great too. And I can see the appeal of these tech companies getting it into it because these things are basically rocket shifts. When those cars go, like they're sitting there, we can instrument every last part of what is going on inside that vehicle. And then AWS crops up. And we can bill on every one of those dimensions too. And it's like slow down their hasty pudding one step at a time. But I do see the appeal. >>So I gotta ask you about, uh, what's going on in your world. I know you have a lot of great SA we've been following you in the queue for many, many years. Got a great newsletter. Check out Corey Quinn's newsletter, uh, screaming in the cloud program. Uh, you're on the cutting edge and you've got a great balance between really being snarky and, and, and really being delivering content. That's exciting, uh, for people, uh, with a little bit of an edge, um, how's that going? Uh, what's the blowback, any blowback late leads there been tick? What was, what are some of the things you're hearing from your audience, more Corey, more Corey. And then of course the, the PR team's calling you >>The weird thing about having an audience beyond a certain size is far and away as a landslide. The most common response I get is silence where it's hi, I'm emailing an awful lot of people at last week in AWS every week and okay. They not have heard me. It. That is not actually true. People just generally don't respond to email because who responds to email newsletters. That sounds like something, a lunatic might do same story with response to live streams and podcasts. It's like, I'm gonna call into that am radio show and give them a piece of my mind. People generally don't do that. >>We should do that. Actually. I think sure would call in. Oh, I, I >>Think >>I guarantee if we had that right now, people would call in and Corey, what do you think about X? >>Yeah. It not, everyone understands the full context of what I do. And in fact, increasingly few people do and that's fine. I, I keep forgetting that sometimes people do not see what I'm doing in the same light that I do. And that's fine. Blowback has been largely minimal. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, but it would be easier to dismiss me if I weren't generally. Right. When, okay, so you launch this new service and it seems pretty crappy to me cuz when I try and build something, it falls over and begs for help. And people might not like hearing that, but it's what customers are finding too. Yeah. I really am the voice of the customer. >>You know, I always joke with Dave Avante about how John Fort's always at, uh, um, reinvent getting the interview with jazzy now, Andy we're there, you're there. And so we have these rituals at the events. It's all cool. Um, one of the rituals I like about your, um, your content is you like to get on the naming product names. Um, and, and, and, and, and kind of goof on that. Now why I like is because I used to work at ETT Packard where they used to name things as like engineers, HP 1 0, 0 5, or we can't, we >>Have a new monitor. How are we gonna name it? Throw the wireless keyboard down the stairs again. And then there you go. Yeah. >>It's and the old joke at HP was if they, if they invented sushi, they'd say, yeah, we can't call sushi. It's cold, dead fish, but that's what it is. And so the joke was cold. Dead fish is a better name than sushi. So you know is fun. So what's the, what are the, how's the Amazon doing in there? Have they changed their naming, uh, strategy, uh, on some of their, their product >>They're going in different directions. When they named Aurora, they decided to explore a new theme of Disney princesses as they go down those paths. And some things are more descriptive. Some people are clearly getting bonus on number of words, they can shove into it. Like the better a service is the longer it's name. Like AWS systems manager, a session manager is a great one. I love the service ridiculous name. They have a systems manager, parameter store with is great. They have secrets manager, which does the same thing. It's two words less, but that one costs money in a way that systems manage through parameter store does not. It's fun. >>What's your, what's your favorite combination of acronyms >>Combination of you >>Got Ks. You got EMR, you got EC two. You got S three SQS. Well, RedShift's not an acronym. You got >>Gas is one of my personal favorites because it's either elastic block store or elastic bean stock, depending entirely on the context of the conversation, >>They still got bean stock or is that still >>Around? Oh, they never turn anything off. They're like the anti Google, Google turns things off while they're still building it. Whereas Amazon is like, wow, we built this thing in 2005 and everyone hates it. But while we certainly can't change it, now it has three customers on it, John. >>Okay. >>Simple BV still haunts our >>Dreams. I, I actually got an email on, I saw one of my, uh, servers, all these C twos were being deprecated and I got an email I'm like, I couldn't figure out. Why can you just like roll it over? Why, why are you telling me just like, gimme something else. Right. Okay. So let me talk about, uh, the other things I want to ask you is that like, okay, so as Amazon gets better in some areas where do they need more work? And you, your opinion, because obviously they're all interested in new stuff and they tend to like put it out there for their end to end customers. But then they've got ecosystem partners who actually have the same product. Yes. And, and this has been well documented. So it's, it's not controversial. It's just that Amazon's got a database Snowflake's got out database service. So, you know, Redshift, snowflake database is out there. So you've got this optician. Yes. How's that going? And what are you hearing about the reaction to any of that stuff? >>Depends on who you ask. They love to basically trot out a bunch of their partners who will say nice things about them. And it very much has heirs of, let's be honest, a hostage video, but okay. Cuz these companies do partner with Amazon and they cannot afford to rock the boat too far. I'm not partnered with anyone. I can say what I want. And they're basically restricted to taking away my birthday at worse so I can live with that. >>All right. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Amazon hated that word. Multi-cloud um, a lot of people are saying, you know, it's not a real good marketing word. Like multicloud sounds like, you know, root canal. Mm-hmm <affirmative> right. So is there a better description for multicloud? >>Multiple single >>Loves that term. Yeah. >>You're building in multiple single points of failure. Do it for the right reasons or don't do it as a default. I believe not doing it is probably the, the right answer. However, and if I were, if I were Amazon, I wouldn't want to talk about multi-cloud either as the industry leader, let's talk about other clouds, bad direction to go in from a market cap perspective. It doesn't end well for you, but regardless of what they want to talk about, or don't want to talk about what they say, what they don't say, I tune all of it out. And I look at what customers are doing and multi-cloud exists in a variety of some brilliant, some brain dead. It depends a lot on context. But my general response is when someone gets on stage from a company and tells me to do a thing that directly benefits their company. I am skeptical at best. Yeah. When customers get on stage and say, this is what we're doing because it solves problems. That's when I shut up and listen. >>Yeah. Cool. Awesome. Corey, I gotta ask you a question cause I know you we've been, you know, fellow journey mean in the, in the cloud journey, going to all the events and then the pandemic hit where now in the third year, who knows what it's gonna end, certainly events are gonna look different. They're gonna be either changing footprint with the virtual piece, new group formations community's gonna emerge. You've got a pretty big community growing and it's growing like crazy. What's the weirdest or coolest thing, or just big changes you've seen with the pan endemic, uh, from your perspective, cuz you've been in the you're in the middle of the whitewater rafting. You've seen the events you circle offline. You saw the online piece come in, you're commentating, you're calling balls and strikes in the industry. You got a great team developing over there. Duck bill group. What's the big aha moment that you saw with the pandemic. Weird, funny, serious, real in the industry and with customers what's >>Accessibility. Reinvent is a great example. When in the before times it's open to anyone who wants to attend, who >>Can pony. >>Hello and welcome back to the live cube coverage here in San Francisco, California, the cube live coverage. Two days, day two of a summit, 2022 Aish summit, New York city coming up in summer. We'll be there as well. Events are back. I'm the host, John fur, the Cub got great guest here. Johnny Dallas with Ze. Um, here is on the queue. We're gonna talk about his background. Uh, little trivia here. He was the youngest engineer ever worked at Amazon at the age. 17 had to get escorted into reinvent in Vegas cause he was underage <laugh> with security, all good stories. Now the CEO of company called Z know DevOps kind of focus, managed service, a lot of cool stuff, Johnny, welcome to the cube. >>Thanks John. Great. >>So tell a story. You were the youngest engineer at AWS. >>I was, yes. So I used to work at a company called Bebo. I got started very young. I started working when I was about 14, um, kind of as a software engineer. And when I, uh, it was about 16. I graduated out of high school early, um, working at this company Bebo, still running all of the DevOps at that company. Um, I went to reinvent in about 2018 to give a talk about some of the DevOps software I wrote at that company. Um, but you know, as many of those things were probably familiar with reinvent happens in a casino and I was 16. So was not able to actually go into the, a casino on my own. Um, so I'd have <inaudible> security as well as casino security escort me in to give my talk. >>Did Andy jazzy, was he aware of >>This? Um, you know, that's a great question. I don't know. <laugh> >>I'll ask him great story. So obviously you started a young age. I mean, it's so cool to see you jump right in. I mean, I mean you never grew up with the old school that I used to grew up in and loading package software, loading it onto the server, deploying it, plugging the cables in, I mean you just rocking and rolling with DevOps as you look back now what's the big generational shift because now you got the Z generation coming in, millennials on the workforce. It's changing like no one's putting and software on servers. Yeah, >>No. I mean the tools keep getting better, right? We, we keep creating more abstractions that make it easier and easier. When I, when I started doing DevOps, I could go straight into E two APIs. I had APIs from the get go and you know, my background was, I was a software engineer. I never went through like the CIS admin stack. I, I never had to, like you said, rack servers, myself. I was immediately able to scale. I was managing, I think 2,500 concurrent servers across every Ables region through software. It was a fundamental shift. >>Did you know what an SRE was at that time? >>Uh, >>You were kind of an SRE on >>Yeah, I was basically our first SRE, um, was familiar with the, with the phrasing, but really thought of myself as a software engineer who knows cloud APIs, not a SRE. All >>Right. So let's talk about what's what's going on now as you look at the landscape today, what's the coolest thing that's going on in your mind in cloud? >>Yeah, I think the, I think the coolest thing is, you know, we're seeing the next layer of those abstraction tools exist and that's what we're doing with Z is we've basically gone and we've, we're building an app platform that deploys onto your cloud. So if you're familiar with something like Carku, um, where you just click a GitHub repo, uh, we actually make it that easy. You click a GI hub repo and it will deploy on ALS using a AWS tools. So, >>Right. So this is Z. This is the company. Yes. How old's the company about >>A year and a half old now. >>All right. So explain what it does. >>Yeah. So we make it really easy for any software engineer to deploy on a AWS. It's not SREs. These are the actual application engineers doing the business logic. They don't really want to think about Yamo. They don't really want to configure everything super deeply. They want to say, run this API on S in the best way possible. We've encoded all the best practices into software and we set it up for you. Yeah. >>So I think the problem you're solving is that there's a lot of want be DevOps engineers. And then they realize, oh shit, I don't wanna do this. Yeah. And some people want to do it. They loved under the hood. Right. People love to have infrastructure, but the average developer needs to actually be as agile on scale. So that seems to be the problem you solve. Right? >>Yeah. We, we, we give way more productivity to each individual engineer, you know? >>All right. So let me ask you a question. So let me just say, I'm a developer. Cool. I build this new app. It's a streaming app or whatever. I'm making it up cube here, but let's just say I deploy it. I need your service. But what happens about when my customers say, Hey, what's your SLA? The CDN went down from this it's flaky. Does Amazon have, so how do you handle all that SLA reporting that Amazon provides? Cuz they do a good job with sock reports all through the console. But as you start getting into DevOps <affirmative> and sell your app, mm-hmm <affirmative> you have customer issues. How do you, how do you view that? Yeah, >>Well, I, I think you make a great point of AWS has all this stuff already. AWS has SLAs. AWS has contract. Aw has a lot of the tools that are expected. Um, so we don't have to reinvent the wheel here. What we do is we help people get to those SLAs more easily. So Hey, this is AWS SLA as a default. Um, Hey, we'll fix you your services. This is what you can expect here. Um, but we can really leverage S's reliability of you. Don't have to trust us. You have to trust ALS and trust that the setup is good there. >>Do you handle all the recovery or mitigation between, uh, identification say downtime for instance? Oh, the server's not 99% downtime. Uh, went down for an hour, say something's going on? And is there a service dashboard? How does it get what's the remedy? Do you have a, how does all that work? >>Yeah, so we have some built in remediation. You know, we, we basically say we're gonna do as much as we can to keep your endpoint up 24 7 mm-hmm <affirmative>. If it's something in our control, we'll do it. If it's a disc failure, that's on us. If you push bad code, we won't put out that new version until it's working. Um, so we do a lot to make sure that your endpoint stay is up, um, and then alert you if there's a problem that we can't fix. So cool. Hey S has some downtime, this thing's going on. You need to do this action. Um, we'll let you know. >>All right. So what do you do for fun? >>Yeah, so, uh, for, for fun, um, a lot of side projects. <laugh> uh, >>What's your side hustle right now. You got going on >>The, uh, it's >>A lot of tools playing tools, serverless. >>Yeah, painless. A lot of serverless stuff. Um, I think there's a lot of really cool WAM stuff as well. Going on right now. Um, I love tools is, is the truest answer is I love building something that I can give to somebody else. And they're suddenly twice as productive because of it. Um, >>It's a good feeling, isn't it? >>Oh yeah. There's >>Nothing like tools were platforms. Mm-hmm <affirmative>, you know, the expression, too many tools in the tool. She becomes, you know, tools for all. And then ultimately tools become platforms. What's your view on that? Because if a good tool works and starts to get traction, you need to either add more tools or start building a platform platform versus tool. What's your, what's your view on a reaction to that kind of concept debate? >>Yeah, it's a good question. Uh, we we've basically started as like a, a platform. First of we've really focused on these, uh, developers who don't wanna get deep into the DevOps. And so we've done all of the pieces of the stacks. We do C I C D management. Uh, we do container orchestration, we do monitoring. Um, and now we're, spliting those up into individual tools so they can be used. Awesome in conjunction more. >>All right. So what are some of the use cases that you see for your service? It's DevOps basically nano service DevOps. So people who want a DevOps team, do clients have a DevOps person and then one person, two people what's the requirements to run >>Z. Yeah. So we we've got teams, um, from no DevOps is kind of when they start and then we've had teams grow up to about, uh, five, 10 men DevOps teams. Um, so, you know, as is more infrastructure people come in because we're in your cloud, you're able to go in and configure it on top you're we can't block you. Uh, you wanna use some new AWS service. You're welcome to use that alongside the stack that we deploy >>For you. How many customers do you have now? >>So we've got about 40 companies that are using us for all of their infrastructure, um, kind of across the board, um, as well as >>What's the pricing model. >>Uh, so our pricing model is we, we charge basically similar to an engineering salary. So we charge a monthly rate. We have plans at 300 bucks a month, a thousand bucks a month, and then enterprise plan for >>The requirement scale. Yeah. So back into the people cost, you must have her discounts, not a fully loaded thing, is it? >>Yeah, there's a discounts kind of asking >>Then you pass the Amazon bill. >>Yeah. So our customers actually pay for the Amazon bill themselves. So >>Have their own >>Account. There's no margin on top. You're linking your, a analyst account in, um, got it. Which is huge because we can, we are now able to help our customers get better deals with Amazon. Um, got it. We're incentivized on their team to drive your costs down. >>And what's your unit main unit of economics software scale. >>Yeah. Um, yeah, so we, we think of things as projects. How many services do you have to deploy as that scales up? Um, awesome. >>All right. You're 20 years old now you not even can't even drink legally. <laugh> what are you gonna do when you're 30? We're gonna be there. >>Well, we're, uh, we're making it better, better, >>Better the old guy on the queue here. <laugh> >>I think, uh, I think we're seeing a big shift of, um, you know, we've got these major clouds. ALS is obviously the biggest cloud and it's constantly coming out with new services, but we're starting to see other clouds have built many of the common services. So Kubernetes is a great example. It exists across all the clouds and we're starting to see new platforms come up on top that allow you to leverage tools for multiple times. At the same time. Many of our customers actually have AWS as their primary cloud and they'll have secondary clouds or they'll pull features from other clouds into AWS, um, through our software. I think that's, I'm very excited by that. And I, uh, expect to be working on that when I'm 30. <laugh> awesome. >>Well, you gonna have a good future. I gotta ask you this question cuz uh, you know, I always, I was a computer science undergrad in the, in the, and um, computer science back then was hardcore, mostly systems OS stuff, uh, database compiler. Um, now there's so much compi, right? Mm-hmm <affirmative> how do you look at the high school college curriculum experience slash folks who are nerding out on computer science? It's not one or two things. You've got a lot of, lot of things. I mean, look at Python, data engineering and emerging as a huge skill. What's it, what's it like for college kids now and high school kids? What, what do you think they should be doing if you had to give advice to your 16 year old self back a few years ago now in college? Um, I mean Python's not a great language, but it's super effective for coding and the datas were really relevant, but it's, you've got other language opportunities you've got tools to build. So you got a whole culture of young builders out there. What should, what should people gravitate to in your opinion and stay away from or >>Stay away from? That's a good question. I, I think that first of all, you're very right of the, the amount of developers is increasing so quickly. Um, and so we see more specialization. That's why we also see, you know, these SREs that are different than typical application engineering. You know, you get more specialization in job roles. Um, I think if, what I'd say to my 16 year old self is do projects, um, the, I learned most of my, what I've learned just on the job or online trying things, playing with different technologies, actually getting stuff out into the world, um, way more useful than what you'll learn in kind of a college classroom. I think classroom's great to, uh, get a basis, but you need to go out and experiment actually try things. >>You know? I think that's great advice. In fact, I would just say from my experience of doing all the hard stuff and cloud is so great for just saying, okay, I'm done, I'm banning the project. Move on. Yeah. Cause you know, it's not gonna work in the old days. You have to build this data center. I bought all this, you know, people hang on to the old, you know, project and try to force it out there. Now you >>Can launch a project now, >>Instant gratification, it ain't working <laugh> or this is shut it down and then move on to something new. >>Yeah, exactly. Instantly you should be able to do that much more quickly. Right. So >>You're saying get those projects and don't be afraid to shut it down. Mm-hmm <affirmative> that? Do you agree with that? >>Yeah. I think it's ex experiment. Uh, you're probably not gonna hit it rich on the first one. It's probably not gonna be that idea is the genius idea. So don't be afraid to get rid of things and just try over and over again. It's it's number of reps >>That'll win. I was commenting online. Elon Musk was gonna buy Twitter, that whole Twitter thing. And someone said, Hey, you know, what's the, I go look at the product group at Twitter's been so messed up because they actually did get it right on the first time. And we can just a great product. They could never change it because people would freak out and the utility of Twitter. I mean, they gotta add some things, the added button and we all know what they need to add, but the product, it was just like this internal dysfunction, the product team, what are we gonna work on? Don't change the product so that you kind of have there's opportunities out there where you might get the lucky strike right outta the gate. Yeah. Right. You don't know. >>It's almost a curse too. It's you're not gonna hit curse Twitter. You're not gonna hit a rich the second time too. So yeah. >><laugh> Johnny Dallas. Thanks for coming on the cube. Really appreciate it. Give a plug for your company. Um, take a minute to explain what you're working on. What you're look looking for. You hiring funding. Customers. Just give a plug, uh, last minute and kind the last word. >>Yeah. So, um, John Dallas from Ze, if you, uh, need any help with your DevOps, if you're a early startup, you don't have DevOps team, um, or you're trying to deploy across clouds, check us out z.com. Um, we are actively hiring. So if you are a software engineer excited about tools and cloud, or you're interested in helping getting this message out there, hit me up. Um, find us on z.co. >>Yeah. LinkedIn Twitter handle GitHub handle. >>Yeah. I'm the only Johnny on a LinkedIn and GitHub and underscore Johnny Dallas underscore on Twitter. All right. Um, >>Johnny Dallas, the youngest engineer working at Amazon, um, now 20 we're on great new project here in the cube. Builders are all young. They're growing into the business. They got cloud at their, at their back it's tailwind. I wish I was 20. Again, this is a I'm John for your host. Thanks for watching. Thanks. >>Welcome >>Back to the cubes. Live coverage of a AWS summit in San Francisco, California events are back, uh, ADAS summit in New York cities. This summer, the cube will be there as well. Check us out there lot. I'm glad we have events back. It's great to have everyone here. I'm John furry host of the cube. Dr. Matt wood is with me cube alumni now VP of business analytics division of AWS. Matt. Great to see you. Thank >>You, John. Great to be here. >>Appreciate it. I always call you Dr. Matt wood, because Andy jazzy always says Dr. Matt, we >>Would introduce you on the he's the one and only the one and >>Only Dr. Matt wood >>In joke. I love it. >>Andy style. And I think you had walkup music too on, you know, >>Too. Yes. We all have our own personalized walk. >>So talk about your new role. I not new role, but you're running up, um, analytics, business or AWS. What does that consist of right now? >>Sure. So I work, I've got what I consider to be the one of the best jobs in the world. Uh, I get to work with our customers and, uh, the teams at AWS, uh, to build the analytics services that millions of our customers use to, um, uh, slice dice, pivot, uh, better understand their day data, um, look at how they can use that data for, um, reporting, looking backwards and also look at how they can use that data looking forward. So predictive analytics and machine learning. So whether it is, you know, slicing and dicing in the lower level of, uh Hado and the big data engines, or whether you're doing ETR with glue or whether you're visualizing the data in quick side or building models in SageMaker. I got my, uh, fingers in a lot of pies. >>You know, one of the benefits of, uh, having cube coverage with AWS since 2013 is watching the progression. You were on the cube that first year we were at reinvent 2013 and look at how machine learning just exploded onto the scene. You were involved in that from day one is still day one, as you guys say mm-hmm <affirmative>, what's the big thing now. I mean, look at, look at just what happened. Machine learning comes in and then a slew of services come in and got SageMaker became a hot seller, right outta the gate. Mm-hmm <affirmative> the database stuff was kicking butt. So all this is now booming. Mm-hmm <affirmative> that was the real generational changeover for <inaudible> what's the perspective. What's your perspective on, yeah, >>I think how that's evolved. No, I think it's a really good point. I, I totally agree. I think for machine machine learning, um, there was sort of a Renaissance in machine learning and the application of machine learning machine learning as a technology has been around for 50 years, let's say, but, uh, to do machine learning, right? You need like a lot of data, the data needs to be high quality. You need a lot of compute to be able to train those models and you have to be able to evaluate what those mean as you apply them to real world problems. And so the cloud really removed a lot of the constraints. Finally, customers had all of the data that they needed. We gave them services to be able to label that data in a high quality way. There's all the compute. You need to be able to train the models <laugh> and so where you go. >>And so the cloud really enabled this Renaissance with machine learning, and we're seeing honestly, a similar Renaissance with, uh, with data, uh, and analytics. You know, if you look back, you know, five, 10 years, um, analytics was something you did in batch, like your data warehouse ran a analysis to do, uh, reconciliation at the end of the month. And then was it? Yeah. And so that's when you needed it, but today, if your Redshift cluster isn't available, uh, Uber drivers don't turn up door dash deliveries, don't get made. It's analytics is now central to virtually every business and it is central to every virtually every business is digital transformation. Yeah. And be able to take that data from a variety of sources here, or to query it with high performance mm-hmm <affirmative> to be able to actually then start to augment that data with real information, which usually comes from technical experts and domain experts to form, you know, wisdom and information from raw data. That's kind of, uh, what most organizations are trying to do when they kind of go through this analytics journey. It's >>Interesting, you know, Dave LAN and I always talk on the cube, but out, you know, the future and, and you look back, the things we were talking about six years ago are actually happening now. Yeah. And it's not a, a, a, you know, hyped up statement to say digital transformation. It actually's happening now. And there's also times where we bang our fist on the table, say, I really think this is so important. And Dave says, John, you're gonna die on that hill <laugh>. >>And >>So I I'm excited that this year, for the first time I didn't die on that hill. I've been saying data you're right. Data as code is the next infrastructure as code mm-hmm <affirmative>. And Dave's like, what do you mean by that? We're talking about like how data gets and it's happening. So we just had an event on our 80 bus startups.com site mm-hmm <affirmative>, um, a showcase with startups and the theme was data as code and interesting new trends emerging really clearly the role of a data engineer, right? Like an SRE, what an SRE did for cloud. You have a new data engineering role because of the developer on, uh, onboarding is massively increasing exponentially, new developers, data science, scientists are growing mm-hmm <affirmative> and the, but the pipelining and managing and engineering as a system. Yeah. Almost like an operating system >>And as a discipline. >>So what's your reaction to that about this data engineer data as code, because if you have horizontally scalable data, you've gotta be open that's hard. <laugh> mm-hmm <affirmative> and you gotta silo the data that needs to be siloed for compliance and reasons. So that's got a very policy around that. So what's your reaction to data as code and data engineering and >>Phenomenon? Yeah, I think it's, it's a really good point. I think, you know, like with any, with any technology, uh, project inside an organization, you know, success with analytics or machine learning is it's kind of 50% technology and then 50% cultural. And, uh, you have often domain experts. Those are, could be physicians or drug experts, or they could be financial experts or whoever they might be got deep domain expertise. And then you've got technical implementation teams and it's kind of a natural often repulsive force. I don't mean that rudely, but they, they just, they don't talk the same language. And so the more complex the domain and the more complex the technology, the stronger that repulsive force, and it can become very difficult for, um, domain experts to work closely with the technical experts, to be able to actually get business decisions made. And so what data engineering does and data engineering is in some cases team, or it can be a role that you play. >>Uh, it's really allowing those two disciplines to speak the same language it provides. You can think of it as plumbing, but I think of it as like a bridge, it's a bridge between like the technical implementation and the domain experts. And that requires like a very disparate range of skills. You've gotta understand about statistics. You've gotta understand about the implementation. You've gotta understand about the, it, you've gotta understand and understand about the domain. And if you could pull all of that together, that data engineering discipline can be incredibly transformative for an organization, cuz it builds the bridge between those two >>Groups. You know, I was advising some, uh, young computer science students at the sophomore junior level, uh, just a couple weeks ago. And I told 'em, I would ask someone at Amazon, this questions I'll ask you since you're, you've been in the middle of of it for years, they were asking me and I was trying to mentor them on. What, how do you become a data engineer from a practical standpoint, uh, courseware projects to work on how to think, um, not just coding Python cause everyone's coding in Python mm-hmm <affirmative> but what else can they do? So I was trying to help them and I didn't really know the answer myself. I was just trying to like kind of help figure it out with them. So what is the answer in your opinion or the thoughts around advice to young students who want to be data engineers? Cuz data scientists is pretty clear in what that is. Yeah. You use tools, you make visualizations, you manage data, you get answers and insights and apply that to the business. That's an application mm-hmm <affirmative>, that's not the, you know, sta standing up a stack or managing the infrastructure. What, so what does that coding look like? What would your advice be to >>Yeah, I think >>Folks getting into a data engineering role. >>Yeah. I think if you, if you believe this, what I said earlier about like 50% technology, 50% culture, like the, the number one technology to learn as a data engineer is the tools in the cloud, which allow you to aggregate data from virtually any source into something which is incrementally more valuable for the organization. That's really what data engineering is all about. It's about taking from multiple sources. Some people call them silos, but silos indicates that the, the storage is kind of fungible or UND differentiated. That that's really not the case. Success requires you to really purpose built well crafted high performance, low cost engines for all of your data. So understanding those tools and understanding how to use 'em, that's probably the most important technical piece. Um, and yeah, Python and programming and statistics goes along with that, I think. And then the most important cultural part, I think is it's just curiosity. >>Like you want to be able to, as a data engineer, you want to have a natural curiosity that drives you to seek the truth inside an organization, seek the truth of a particular problem and to be able to engage, cuz you're probably, you're gonna have some choice as you go through your career about which domain you end up in, like maybe you're really passionate about healthcare. Maybe you're really just passionate about your transportation or media, whatever it might be. And you can allow that to drive a certain amount of curiosity, but within those roles, like the domains are so broad, you kind of gotta allow your curiosity to develop and lead, to ask the right questions and engage in the right way with your teams. So because you can have all the technical skills in the world, but if you're not able to help the team's truths seek through that curiosity, you simply won't be successful. >>We just had a guest on 20 year old, um, engineer, founder, Johnny Dallas, who was 16 when he worked at Amazon youngest engineer at >>Johnny Dallas is a great name by the that's fantastic. It's his real name? >>It sounds like a football player. Rockstar. I should call Johnny. I have Johnny Johnny cube. Uh it's me. Um, so, but he's young and, and he, he was saying, you know, his advice was just do projects. >>Yeah. That's get hands on. >>Yeah. And I was saying, Hey, I came from the old days though, you get to stand stuff up and you hugged onto the assets. Cause you didn't wanna kill the cause you spent all this money and, and he's like, yeah, with cloud, you can shut it down. If you do a project that's not working and you get bad data, no one's adopting it or you don't want like it anymore. You shut it down. Just something >>Else. Totally >>Instantly abandoned it. Move onto something new. >>Yeah. With progression. Totally. And it, the, the blast radius of, um, decisions is just way reduced, gone. Like we talk a lot about like trying to, you know, in the old world trying to find the resources and get the funding. And it's like, right. I wanna try out this kind of random idea that could be a big deal for the organization. I need 50 million in a new data center. Like you're not gonna get anywhere. You, >>You do a proposal working backwards, document >>Kinds, all that, that sort of stuff got hoops. So, so all of that is gone, but we sometimes forget that a big part of that is just the, the prototyping and the experimentation and the limited blast radius in terms of cost. And honestly, the most important thing is time just being able to jump in there, get fingers on keyboards, just try this stuff out. And that's why at AWS, we have part of the reason we have so many services because we want, when you get into AWS, we want the whole toolbox to be available to every developer. And so, as your ideas developed, you may want to jump from, you know, data that you have, that's already in a database to doing realtime data. Yeah. And then you can just, you have the tools there. And when you want to get into real time data, you don't just have kineses, but you have real time analytics and you can run SQL again, that data is like the, the capabilities and the breadth, like really matter when it comes to prototyping and, and >>That's culture too. That's the culture piece, because what was once a dysfunctional behavior, I'm gonna go off the reservation and try something behind my boss's back or cause now as a side hustle or fun project. Yeah. So for fun, you can just code something. Yeah, >>Totally. I remember my first Haddo project, I found almost literally a decommissioned set of servers in the data center that no one was using. They were super old. They're about to be literally turned off. And I managed to convince the team to leave them on for me for like another month. And I installed her DUP on them and like, got them going. It's like, that just seems crazy to me now that I, I had to go and convince anybody not to turn these service off, but what >>It was like for that, when you came up with elastic map produce, because you said this is too hard, we gotta make it >>Easier. Basically. Yes. <laugh> I was installing Haddo version, you know, beta nor 0.9 or whatever it was. It's like, this is really hard. This is really hard. >>We simpler. All right. Good stuff. I love the, the walk down memory lane and also your advice. Great stuff. I think culture's huge. I think. And that's why I like Adam's keynote to reinvent Adam. Lesky talk about path minds and trail blazers because that's a blast radius impact. Mm-hmm <affirmative> when you can actually have innovation organically just come from anywhere. Yeah, that's totally cool. Totally. Let's get into the products. Serverless has been hot mm-hmm <affirmative> uh, we hear a lot about EKS is hot. Uh, containers are booming. Kubernetes is getting adopted. There's still a lot of work to do there. Lambda cloud native developers are booming, serverless Lambda. How does that impact the analytics piece? Can you share the hot, um, products around how that translates? Sure, absolutely. Yeah, the SageMaker >>Yeah, I think it's a, if you look at kind of the evolution and what customers are asking for, they're not, you know, they don't just want low cost. They don't just want this broad set of services. They don't just want, you know, those services to have deep capabilities. They want those services to have as lower operating cost over time as possible. So we kind of really got it down. We got built a lot of muscle, lot of services about getting up and running and experimenting and prototyping and turning things off and turn turning them on and turning them off. And like, that's all great. But actually the, you really only most projects start something once and then stop something once. And maybe there's an hour in between, or maybe there's a year, but the real expense in terms of time and, and complexity is sometimes in that running cost. Yeah. And so, um, we've heard very loudly and clearly from customers that they want, that, that running cost is just undifferentiated to them and they wanna spend more time on their work and in analytics that is, you know, slicing the data, pivoting the data, combining the data, labeling the data, training their models, uh, you know, running inference against their models, uh, and less time doing the operational pieces. >>So is that why the servers focus is there? >>Yeah, absolutely. It, it dramatically reduces the skill required to run these, uh, workloads of any scale. And it dramatically reduces the UND differentiated, heavy lifting, cuz you get to focus more of the time that you would've spent on the operation on the actual work that you wanna get done. And so if you look at something just like Redshift serverless that we launched a reinvent, you know, there's a kind of a, we have a lot of customers that want to run like a, uh, the cluster and they want to get into the, the weeds where there is benefit. We have a lot of customers that say, you know, I there's no benefit for me though. I just wanna do the analytics. So you run the operational piece, you're the experts we've run. You know, we run 60 million instant startups every single day. Like we do this a lot. Exactly. We understand the operation. I >>Want the answers come on. So >>Just give the answers or just let, give me the notebook or just give the inference prediction. So today for example, we announced, um, you know, serverless inference. So now once you've trained your machine learning model, just, uh, run a few, uh, lines of code or you just click a few buttons and then yeah, you got an inference endpoint that you do not have to manage. And whether you're doing one query against that endpoint, you know, per hour or you're doing, you know, 10 million, but we'll just scale it on the back end. You >>Know, I know we got not a lot of time left, but I want, wanna get your reaction to this. One of the things about the data lakes, not being data swamps has been from what I've been reporting and hearing from customers is that they want to retrain their machine learning algorithm. They want, they need that data. They need the, the, the realtime data and they need the time series data, even though the time has passed, they gotta store in the data lake mm-hmm <affirmative>. So now the data lakes main function is being reusing the data to actually retrain. Yeah, >>That's >>Right. It worked properly. So a lot of, lot of postmortems turn into actually business improvements to make the machine learning smarter, faster. You see that same way. Do you see it the same way? Yeah, >>I think it's, I think it's really interesting. No, I think it's really interesting because you know, we talk it's, it's convenient to kind of think of analytics as a very clear progression from like point a point B, but really it's, you are navigating terrain for which you do not have a map and you need a lot of help to navigate that terrain. Yeah. And so, you know, being, having these services in place, not having to run the operations of those services, being able to have those services be secure and well governed, and we added PII detection today, you know, something you can do automatically, uh, to be able to use their, uh, any unstructured data run queries against that unstructured data. So today we added, you know, um, text extract queries. So you can just say, well, uh, you can scan a badge for example, and say, well, what's the name on this badge? And you don't have to identify where it is. We'll do all of that work for you. So there's a often a, it's more like a branch than it is just a, a normal, uh, a to B path, a linear path. Uh, and that includes loops backwards. And sometimes you gotta get the results and use those to make improvements further upstream. And sometimes you've gotta use those. And when you're downstream, you'll be like, ah, I remember that. And you come back and bring it all together. So awesome. It's um, it's, uh, uh, it's a wonderful >>Work for sure. Dr. Matt wood here in the queue. Got just take the last word and give the update. Why you're here. What's the big news happening that you're announcing here at summit in San Francisco, California, and update on the, the business analytics >>Group? Yeah, I think, you know, one of the, we did a lot of announcements in the keynote, uh, encouraged everyone to take a look at that. Uh, this morning was Swami. Uh, one of the ones I'm most excited about, uh, is the opportunity to be able to take, uh, dashboards, visualizations. We're all used to using these things. We see them in our business intelligence tools, uh, all over the place. However, what we've heard from customers is like, yes, I want those analytics. I want their visualization. I want it to be up to date, but you know, I don't actually want to have to go my tools where I'm actually doing my work to another separate tool to be able to look at that information. And so today we announced, uh, one click public embedding for quick side dashboards. So today you can literally, as easily as embedding a YouTube video, you can take a dashboard that you've built inside, quick site cut and paste the HTML, paste it into your application and that's it. That's all you have to do. It takes seconds and >>It gets updated in real time. >>Updated in real time, it's interactive. You can do everything that you would normally do. You can brand it like this is there's no power by quick site button or anything like that. You can change the colors, make it fit in perfectly with your, with your applications. So that's sitting incredibly powerful way of being able to take a, uh, an analytics capability that today sits inside its own little fiefdom and put it just everywhere. It's, uh, very transformative. >>Awesome. And the, the business is going well. You got the serverless and your tailwind for you there. Good stuff, Dr. Matt with thank you. Coming on the cube >>Anytime. Thank >>You. Okay. This is the cubes cover of eight summit, 2022 in San Francisco, California. I'm John host cube. Stay with us with more coverage of day two after this short break.
SUMMARY :
And I think there's no better place to, uh, service those people than in the cloud and uh, Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart, You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. Ts is one big enterprise, cuz you gotta have imutability you got performance issues. of history and have been involved in open source in the cloud would say that we're, you know, much of what we're doing is, Yeah. the more time you spend in this world is this is the fastest growing part I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, I call it the user driven revolution. And so that's that I, that I think is really this revolution that you see, the sixties was rebellion against the fifties and the man and, you know, summer of love. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution look, you know, you were not designed in the cloud era. You gotta convince someone to part with their ch their money and the first money in which you do a lot of it's And the persona of the entrepreneur would be, you know, so somebody who was a great salesperson or somebody who tell a great story, software, like the user is only gonna give you 90 seconds to figure out whether or not you're storytelling's fine with you an extrovert or introvert, have your style, sell the story in a way that's So I think the more that you can show in the road, you can get through short term spills. I think many people that, that do what we do for a living, we'll say, you know, What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at And the they're the only things we do day in, Uh, and finally, it's the gift that keeps on giving. But if you think about it, the whole economy is moving online. So you get the convergence of national security, I mean, arguably again, it's the area of the world that people should be I gotta, I gotta say, you gotta love your firm. Huge fan of what you guys are doing here. Again, John host of the cube. Thank you for having me. What do you guys do? and obviously in New York, uh, you know, the business was never like this, How is this factoring into what you guys do and your growth cuz you moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. manufacturing, it's the physical plant or location And you guys solve And the reality is not everything that's And the reality is the faster you move with anything cloud based, Well actually shutting down the abandoning, the projects that early, not worrying about it, And they get, they get used to it. I can get that like values as companies, cuz they're betting on you and your people. that a customer can buy in the cloud, how are you gonna ask a team of one or two people in If you have a partner that's offering you some managed services. I mean the cost. sure everybody in the company has the opportunity to become certified. Desk and she could be running the Kubernetes clusters. It's And that's a cultural factor that you guys have. There's no modernization on the app side. And the other thing is, is there's not a lot of partners, In the it department. I like it, And so how you build your culture around that is, is very important. You said you bought the company and We didn't call it at that time innovative solutions to come in and, And they were like, listen, you got long ways before you're gonna be an owner. Um, the other had a real big problem with having to write a check. So in 2016 I bought the business, um, became the sole owner. The capital ones of the world. The, the Microsoft suite to the cloud. Uh, tell me the hottest product that you have. funding solutions to help customers with the cash flow, uh, constraints that come along with those migrations. on the cash exposure. We are known for that and we're known for being creative with those customers and being empathetic And that's the cloud upside is all about doubling down on the variable win that's right. I'm John for your host. I'm John for host of the cube here for the next Thank you very much. We were chatting before you came on camera. This is the first, uh, summit I've been to, to in what two, three is running everything devs sec ops, everyone kind of sees that you got containers, you got Benet, Tell us about what you guys doing at innovative and, uh, what you do. Uh, so I'm the director of solutions architecture. We have a customer there that, uh, needs to deploy but the real issue was they were they're bread and butters EC two and S three. the data at the edge, you got five GM having. Data in is the driver for the edge. side, obviously, uh, you got SW who's giving the keynote tomorrow. And it's increasing the speed of adoption So you guys are making a lot of good business decisions around managed cloud service. You take the infrastructure, you got certain products, whether it's, you know, low latency type requirements, So innovative is filling that gap across the Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers We have our own little, um, you know, I think we'll start talking about how does that really live on, So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. That's, that's one of the best use cases, And that's, that's one of the best use cases that we're move the data unless you have to. Uh, so not only are you changing your architecture, you're actually changing your organization because you're But you gotta change the database architecture on the back. Uh, you know, for the past maybe decade. We don't have time to drill into, maybe we do another session this, but the one pattern we're seeing come of the past of data to AWS cloud, or we can run, uh, computational workloads So I gotta end the segment on a, on a, kind of a, um, fun, I was told to ask you You got a customer to jump I started in the first day there, we had a, and, uh, my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. the same feeling we have when we It's much now with you guys, it's more like a tandem jump. Matthew, thanks for coming on the cube. I'm John furry host of the cube. What's the status of the company product what's going on? We're back to be business with you never while after. It operations, it help desk the same place I used to work at ServiceNow. I love having you on the cube, Dave and I, and Dave Valenti as well loves having you on too, because you not only bring the entrepreneurial So the cloud scale has hit. So the things that room system of record that you and me talked about, the next layer is called system of intelligence. I mean, I mean, RPA is almost, should be embedded in everything. And that's your thinking. So as you break that down, is this So it's like how you have a database and compute and sales and networking. uh, behind us, you got the expo hall. So you don't build it just on Amazon. kind of shitting on us saying, Hey, you guys terrible, they didn't get it. Remember the middle layer pass will be snowflake so I Basically the, if you're an entrepreneur, the, the north star in terms of the, the outcome is be And that reduce your product development, your go to market and you get use the snowflake marketplace to I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. So I think depending on the application use case, you have to use each of the above. I have is that I, I think it's okay to have a super cloud like that because the rising tide is still happening I see people lift and shifting from the it operations. the big enterprises now and you know, small, medium, large and large enterprise are all buying new companies If I growing by or 2007 or eight, when I used to talk to you back then and Amazon started So you know, a lot of good resources there. Yourself a lot of first is I see the AIOP solutions in the future should be not looking back. I think the whole, that area is very important. Yeah. They doubled the What are you working on right now? I'm the CEO there. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service. I mentioned that it's decipher all the hot startups and of course the cube.net and Silicon angle.com. We're getting back in the groove psych to be back. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. And if you look at mark, Andrew's been doing a lot of shit posting lately. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what is shit posting? A lot of the audience is thinking, in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, And you can't win once you're there. of us is trying to portray themselves as you know, the Pathfinder, you know, you're the pioneer, Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon I gotta say one of the things I do like in the recent trend is that the tech companies are getting into the formula one, And I can see the appeal of these tech companies getting into it because these things are basically So I gotta ask you about, uh, what's going on in your world. People just generally don't respond to email because who responds I think you're people would call in, oh, People would call in and say, Corey, what do you think about X? Honestly, I am surprised about anything by how little I have gotten over the last five years of doing this, Um, one of the rituals I like about your, um, And then there you go. And so the joke was cold. I love the service ridiculous name. You got EMR, you got EC two, They're like the anti Google, Google turns things off while they're still building it. So let me talk about, uh, the other things I want to ask you, is that like, okay. Depends on who you ask. Um, a lot of people though saying, you know, it's not a real good marketing Yeah. I believe not doing it is probably the right answer. What's the big aha moment that you saw with the pandemic. When in the before times it's open to anyone I look forward to it. What else have you seen? But they will change a browser tab and you won't get them back. It's always fun in the, in the meetings when you're ho to someone and their colleague is messaging them about, This guy is really weird. Yes I am and I bring it into the conversation and then everyone's uncomfortable. do you wanna take that about no, I'm good. I don't the only entire sure. You're starting to see much more of like yeah. Tell me about the painful spot that you More, more, I think you nailed it. And that is the next big revelation of this industry is going to realize you have different companies. Corey, final question for, uh, what are you here doing? We fixed the horrifying AWS bill, both from engineering and architecture, So thanks for coming to the cube and And of course reinvent the end of the year for all the cube Yeah. We'll start That's the official name. Yeah, What's the, how was you guys organized? And the intention there is to So partnerships are key. Um, so I've got a team of partner managers that are located throughout the us, I love the white glove service, but translate that what's in it for what um, sort of laser focus on what are you really good at and how can we bring that to the customer as And there's a lot that you can do with AWS, but focus is truly the key word there because What are some of the cool things you guys have seen in the APN that you can point to? I mean, I can point to few, you can take them. Um, and through that we provide You gotta, I mean, when you get funding, it's still day one. And our job is to try to make I mean, you guys are the number one cloud in the business, the growth in every sector is booming. competency programs, the DevOps competencies, the security competency, which continues to help, I mean, you got a good question, you know, thousand flowers blooming all the time. lot of the ISVs that we look after are infrastructure ISVs. So what infrastructure, Exactly. So infrastructure as well, like storage back up ransomware Right. spread, and then someone to actually do the co-sell, uh, day to day activities to help them get in I mean, you know, ask the res are evolving, that role of DevOps is taking on dev SecOps. So the partner development manager can be an escalation for absolutely. And you guys, how is that partner managers, uh, measure And then co-sell not only are we helping these partners win their current opportunities but that's a huge goal of ours to help them grow their top line. I have one partner here that you guys work And so that's, our job is how do you get that great tech in lot of holes and gaps in the opportunities with a AWS. Uh, and making a lot of noise here in the United States, which is great. Let's see if they crash, you know, Um, and so I've actually seen many of our startups grow So you get your economics, that's the playbook of the ventures and the models. How I'm on the cloud. And, or not provide, or, you know, bring any fruit to the table, for startups, what you guys bring to the table and we'll close it out. And that's what we're here for. It's a good way to, it's a good way to put it. Great to see you love working with you guys. I'm John for host of the cube. Always great to come and talk to you on the queue, man. And it's here, you predicted it 11 years ago. do claim credit for, for sort of catching that bus early, um, you know, at the board level, the other found, you know, the people there, uh, cloud, you know, Amazon, And the, you know, there's sort of the transactions, you know, what you bought today are something like that. So now you have another, the sort of MIT research be mainstream, you know, observe for the folks who don't know what you guys do. So, um, we realized, you know, a handful of years ago, let's say five years ago that, And, um, you know, part of the observed story is we think that to go big in the cloud, you can have a cloud on a cloud, And, and then that was the, you know, Yeah. say the, the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. So you're building on top of snowflake, And, um, you know, I've had folks say to me, I am more on snowing. Stay on the board, then you'll know what's going on. And so I've believe the opportunity for folks like snowflake and, and folks like observe it. the go big scenario is you gotta be on a platform. Or be the platform, but it's hard. to like extract, uh, a real business, you gotta move up, you gotta add value, Moving from the data center of the cloud was a dream for starters within if the provision, It's almost free, but you can, you know, as an application vendor, you think, growing company, the Amazon bill should be a small factor. Snowflake are doing a great job of innovating on the database and, and the same is true of something I mean, the shows are selling out the floor. Well, and for snowflake and, and any platform from VI, it's a beautiful thing because, you know, institutional knowledge of snowflake integrations, right. And so been able to rely on a platform that can manage that is inve I don't know if you can talk about your, Around the corner. I think, as a startup, you always strive for market fit, you know, which is at which point can you just I think capital one's a big snowflake customer as well. And, and they put snowflake in a position in the bank where they thought that snowflake So you're, Prescale meaning you're about to So you got POCs, what's that trajectory look like? So people will be able to the kind of things that by in the day you could do with the new relics and AppDynamics, What if you had the, put it into a, a, a sentence what's the I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. What's the appetite at the buyer side for startups and what So the nice thing from a startup standpoint is they know at times What's the state of AWS. I mean, you know, we're, we're on AWS as well. Thanks for coming on the cube. host of the cubes cube coverage of AWS summit 2022 here in San Francisco. I feel like it's been forever since we've been able to do something in person. I'm glad you're here because we run into each other all the time. And we don't wanna actually go back as bring back the old school web It's all the same. No, you're never recovering. the next generation of software companies, uh, early investor in open source companies and cloud that have agendas and strategies, which, you know, purchase software that is traditionally bought and sold tops Well, first of all, congratulations, and by the way, you got a great pedigree and great background. You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. MFTs is one big enterprise, cuz you gotta have imutability you got performance issues. you know, much of what we're doing is, uh, the predecessors of the web web three movement. The hype is definitely web the more time you spend in this world is this is the fastest growing part I get it and more relevant <laugh> but there's also the hype of like the web three, for instance, but you know, I call it the user driven revolution. the offic and the most, you know, kind of valued people in in the sixties was rebellion against the fifties and the man and, you know, summer of love. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution look, you know, you were not designed in the cloud era. You gotta convince someone to part with their ch their money and the first money in which you do a lot of is about And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. software, like the user is only gonna give you 90 seconds to figure out whether or not you're But let me ask a question now that for the people watching, who are maybe entrepreneurial entre entrepreneurs, So I think the more that you can show I think many people that, that do what we do for a living will say, you know, What's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're looking at itself as big of a market as any of the other markets that we invest in. But if you think about it, the whole like economy is moving online. So you get the convergence of national security, Arguably again, it's the area of the world that I gotta, I gotta say you gotta love your firm. Huge fan of what you guys are doing here. Again, John host of the cube. Thank you for having me. What do you guys do? made the decision in 2018 to pivot and go all in on the cloud. How is this factoring into what you guys do and your growth cuz you guys are the number one partner on moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. it's manufacturing, it's the physical plant or location What's the core problem you guys solve And the reality is not everything that's And the reality is the faster you move with anything cloud based, Well actually shutting down the abandoning, the projects that early and not worrying about it, And they get, they get used to it. Yeah. So this is where you guys come in. that a customer can buy in the cloud, how are you gonna ask a team of one or two people in of our managed services that give the customer the tooling, that for them to go out and buy on their own for a customer to go A risk factor not mean the cost. sure everybody in the company has the opportunity to become certified. And she could be running the Kubernetes clusters. So I'll tell you what, when that customer calls and they have a real Kubernetes issue, And that's a cultural factor that you guys have. This There's no modernization on the app side now. And the other thing is, is there's not a lot of partners, so the partner, In the it department. I like And so how you build your culture around that is, is very important. You said you bought the company and We didn't call it at that time innovative solutions to come in and, on the value of this business and who knows where you guys are gonna be another five years, what do you think about making me an Um, the other had a real big problem with having to write a check. going all in on the cloud was important for us and we haven't looked back. The capital ones of the world. And so, uh, we only had two customers on AWS at the time. Uh, tell me the hottest product that you have. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, We are known for that and we're known for being creative with those customers and being empathetic to And that's the cloud upside is all about doubling down on the variable wind. I'm John for your host. I'm John ferry, host of the cube here for the Thank you very much. We were chatting before you came on camera. This is the first, uh, summit I've been to and what two, three years. So the game is pretty much laid out mm-hmm <affirmative> and the edge is with the Uh, so I'm the director of solutions architecture. but the real issue was they were they're bread and butters EC two and S three. It does computing. the data at the edge, you got 5g having. in the field like with media companies. uh, you got SW, he was giving the keynote tomorrow. And it's increasing the speed of adoption So you guys are making a lot of good business decisions around managed cloud service. So they look towards AWS cloud and say, AWS, you take the infrastructure. Mainly because the, the needs are there, you got data, you got certain products, And, and our customers, even the ones in the edge, they also want us to build out the AWS Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech. I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers We have our own little, um, you know, projects going on. I think we'll start talking about how does that really live on, So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. That's, that's one of the best use cases, And that's, that's one of the best use cases that we're for the folks watching don't move the data, unless you have to, um, those new things are developing. Uh, so not only are you changing your architecture, you're actually changing your organization because But you gotta change the database architecture on the back. away data, uh, you know, for the past maybe decade. actually, it's not the case. of data to the AWS cloud, or we can run, uh, computational workloads So I gotta end the segment on a, on a kind of a, um, fun note. You, you got a customer to jump out um, you know, storing data and, and how his cus customers are working. my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. the same feeling we have when we It's pretty much now with you guys, it's more like a tandem jump. I'm John Forry host of the cube. Thanks for coming on the cube. What's the status of the company product what's going on? Of all, thank you for having me back to be business with you. Salesforce, and ServiceNow to take it to the next stage? Well, I love having you on the cube, Dave and I, Dave Valenti as well loves having you on too, because you not only bring Get to call this fun to talk. So the cloud scale has hit. So the things that remember system of recorded you and me talked about the next layer is called system of intelligence. I mean, I mean, RPA is almost, should be embedded in everything. And that's your thinking. So as you break that down, is this So it's like how you have a database and compute and sales and networking. innovative, all the companies out here that we know, we interview them all. So you don't build it just on Amazon. is, what you do in the cloud. Remember the middle layer pass will be snowflake. Basically if you're an entrepreneur, the north star in terms of the outcome is be And that reduce your product development, your go to market and you get use the snowflake marketplace to of the world? So I think depending on the application use case, you have to use each of the above. I think the general question that I have is that I think it's okay to have a super cloud like that because the rising I see people lift and shifting from the it operations. Cause you know, the big enterprises now and, If I remember going back to our 2007 or eight, it, when I used to talk to you back then when Amazon started very small, So you know, a lot of good resources there, um, and gives back now to the data question. service that customers are give the data, share the data because we thought the data algorithms are Yeah. What are you working on right now? I'm the CEO there. Some of the areas where you want to scale your company, grow your company, eliminate the cost customer service, I mentioned that it's a site for all the hot startups and of course the cube.net and Silicon angle.com. We're getting back in the groove, psyched to be back. Sure is a lot of words to describe as shit posting, which is how I describe what I tend to do. And if you look at Mark's been doing a lot of shit posting lately, all a billionaires It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what is shit posting? A lot of the audience is thinking, in the industry right now, obviously, uh, coupons coming up in Spain, which they're having a physical event, you can see the growth And you can't win once you're there. to portray themselves as you know, the Pathfinder, you know, you're the pioneer, Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of Amazon I, the track highly card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're And I can see the appeal of these tech companies getting into it because these things are basically So I gotta ask you about, uh, what's going in your world. People just generally don't respond to email because who responds I think sure would call in. People would call in and say, Corey, what do you think about X? Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, reinvent getting the interview with jazzy now, Andy we're there, you're there. And there you go. And so the joke was cold. I love the service, ridiculous name. Well, Redshift the on an acronym, you the context of the conversation. Or is that still around? They're like the anti Google, Google turns things off while they're still building it. So let me talk about, uh, the other things I want to ask you is that like, okay. Depends on who you ask. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Yeah. I believe not doing it is probably the right answer. What's the big aha moment that you saw with When in the before times it's open to anyone I look forward to it. What else have you seen? But they will change a browser tab and you won't get them back. It's always fun in the, in the meetings when you're talking to someone and their co is messaging them about, This guy is really weird. Yes I am and I bring it into the conversation and then everyone's uncomfortable. do you wanna take that about no, I'm good. No, the only encourager it's fine. You're starting to see much more of like yeah. Tell me about the painful spot that you Makes more, more, I think you nailed it. And that is the next big revelation of this industry is going to realize you have different companies. Uh, what do you hear doing what's on your agenda this We fixed the horrifying AWS bill, both from engineering and architecture, And of course reinvent the end of the year for all the cube coverage Yeah. What's the, how was you guys organized? And the intention there is to So partnerships are key. Um, so I've got a team of partner managers that are located throughout the us, We've got a lot. I love the white glove service, but translate that what's in it. um, sort of laser focus on what are you really good at and how can we bring that to the customer as And there's a lot that you can do with AWS, but focus is truly the key word there What are some of the cool things you guys have seen in the APN that you can point to? I mean, I can point to few, you can take them. Um, and through that we provide You gotta, I mean, when you get funding, it's still day one. And our job is to try to You guys are the number one cloud in the business, the growth in every sector is booming. competency programs, the DevOps compet, the, the security competency, which continues to help, I mean, you got a good question, you know, a thousand flowers blooming all the time. lot of the fees that we look after our infrastructure ISVs, that's what we do. So you guys have a deliberate, uh, focus on these pillars. Business, this owner type thing. So infrastructure as well, like storage, Right. and spread, and then someone to actually do the co-sell, uh, day to day activities to help them get I mean, you know, SREs are evolving, that role of DevOps is taking on dev SecOps. So the partner development manager can be an escalation point. And you guys how's that partner managers, uh, measure And then co-sell not only are we helping these partners win their current opportunities I mean, top asked from the partners is get me in front of customers. I have one partner here that you guys And so that it's our job is how do you get that great tech in of holes and gaps in the opportunities with AWS. Uh, and making a lot of noise here in the United States, which is great. We'll see if they crash, you know, Um, and so I've actually seen many of our startups grow So with that, you guys are there to How I am on the cloud. And, or not provide, or, you know, bring any fruit to the table, what you guys bring to the table and we'll close it out. And that's what we're here for. Great to see you love working with you guys. I'm John for host of the cube. Always great to come and talk to you on the queue, man. You're in the trenches with great startup, uh, do claim credit for, for, for sort of catching that bus out, um, you know, the board level, you know, the founders, you know, the people there cloud, you know, Amazon, And so you you've One of the insights that we got out of that I wanna get your the sort of MIT research be mainstream, you know, what you guys do. So, um, we realized, you know, a handful of years ago, let's say five years ago that, And, um, you know, part of the observed story yeah. that to go big in the cloud, you can have a cloud on a cloud, I mean, having enough gray hair now, um, you know, again, CapX built out the big data world, what Oracle did for the relational data world, you know, way back 25 years ago. And, um, you know, I've had folks say to me, That that's a risk I'm prepared to take <laugh> I am long on snowflake you, Stay on the board, then you'll know what's going on. And so I believe the opportunity for folks like snowflake and folks like observe it's the go big scenario is you gotta be on a platform. Easy or be the platform, but it's hard. And then to, to like extract, uh, a real business, you gotta move up, Moving from the data center of the cloud was a dream for starters. I know it's not quite free. and storage is free, that's the mindset you've gotta get into. And I think the platform enablement to value. Snowflake are doing a great job of innovating on the database and, and the same is true of something I mean, the shows are selling out the floor. And we do a lot of the support. You're scaling that function with the, And so been able to rely on a platform that can manage that is invaluable, I don't know if you can talk about your, Scales around the corner. I think, as a startup, you always strive for market fit, you know, which is at which point can you just I think capital one's a big snowflake customer as well. They were early in one of the things that attracted me to capital one was they were very, very good with snowflake early So you got POCs, what's that trick GE look like, So right now all the attention is on the What if you had the, put it into a, a sentence what's the I mean, at the end of the day, you have to build an amazing product and you have to solve a problem in a different way. What's the appetite at the buyer side for startups and what So the nice thing from a startup standpoint is they know at times they need to risk or, What's the state of AWS. I mean, you know, we we're, we're on AWS as They got the silicone and they got the staff act, developing Jeremy Burton inside the cube, great resource for California after the short break. host of the cubes cube coverage of AWS summit 2022 here in San Francisco. I feel like it's been forever since we've been able to do something in person. I'm glad you're here because we run into each other all the time. the old school web 1.0 days. We, we are, it's a little bit of a throwback to the path though, in my opinion, <laugh>, it's all the same. I mean, you remember I'm a recovering entrepreneur, right? No, you're never recovering. in the next generation of our companies, uh, early investor in open source companies that have agendas and strategies, which, you know, purchased software that has traditionally bought and sold tops Well, first of all, congratulations, and by the way, you got a great pedigree and great background, super smart admire of your work You know, it's so funny that you say that enterprise is hot because you, and I feel that way now. Ts is one big enterprise, cuz you gotta have imutability you got performance issues. history and have been involved in, open in the cloud would say that we're, you know, much of what we're doing is, the more time you spend in this world is this is the fastest growing part I get it and more relevant, but it's also the hype of like the web three, for instance. I call it the user driven revolution. the beneficiaries and the most, you know, kind of valued people in the sixties was rebellion against the fifties and the man and, you know, summer of love. like, you know, you would never get fired for buying IBM, but now it's like, you obviously probably would So what I'm trying to get at is that, do you see the young cultural revolution look, you know, you were not designed in the cloud era. You gotta convince someone to part with their ch their money and the first money in which you do a lot of is And the persona of the entrepreneur would be, you know, somebody who was a great salesperson or somebody who tell a great story. software, the user is only gonna give you 90 seconds to figure out whether or not you're What's the, what's the preferred way that you like to see entrepreneurs come in and engage, So I think the more that you can in the road, you can get through short term spills. I think many people that, that do what we do for a living will say, you know, Uh, what's the hottest thing in enterprise that you see the biggest wave that people should pay attention to that you're One is the explosion and open source software. Uh, and finally, it's the gift that keeps on giving. But if you think about it, the whole economy is moving online. So you get the convergence of national security, I mean, arguably again, it's the area of the world that I gotta, I gotta say, you gotta love your firm. Huge fan of what you guys are doing here. Again, John host of the cube got a great guest here. Thank you for having me. What do you guys do? that are moving into the cloud or have already moved to the cloud and really trying to understand how to best control, How is this factoring into what you guys do and your growth cuz you guys are the number one partner on moving the stuff that you maybe currently have OnPrem and a data center to the cloud first is a first step. it's manufacturing, it's the physical plant or location What's the core problem you guys solve And the reality is not everything that's Does that come up a lot? And the reality is the faster you move with anything cloud based, Well actually shutting down the abandoning the projects that early and not worrying about it, And Like, and then they wait too long. Yeah. I can get that like values as companies, cuz they're betting on you and your people. that a customer can buy in the cloud, how are you gonna ask a team of one or two people in your, If you have a partner, that's all offering you some managed services. Opportunity cost is huge, in the company has the opportunity to become certified. And she could be running the Kubernetes clusters. And that's a cultural factor that you guys have. This So that's, There's no modernization on the app side though. And, and the other thing is, is there's not a lot of partners, No one's raising their hand boss. In it department. Like, can we just call up, uh, you know, <laugh> our old vendor. And so how you build your culture around that is, You said you bought the company and We didn't call it at that time innovative solutions to come in and, And they were like, listen, you got long ways before you're gonna be an owner, but if you stick it out in your patient, Um, the other had a real big problem with having to write a check. all going all in on the cloud was important for us and we haven't looked back. The capital ones of the world. The, the Microsoft suite to the cloud and Uh, tell me the hottest product that you have. So any SMB that's thinking about migrating to the cloud, they should be talking innovative solutions. So like insurance, basically for them not insurance class in the classic sense, but you help them out on the, We are known for that and we're known for being creative with those customers, That's the cloud upside is all about doubling down on the variable wind. I'm John for your host. Live on the floor in San Francisco for 80 west summit, I'm John ferry, host of the cube here for the Thank you very much. We were chatting before you came on camera. This is the first, uh, summit I've been to and what two, three years. is running everything dev sec ops, everyone kind of sees that you got containers, you got Kubernetes, Uh, so I'm the director of solutions architecture. to be in Panama, but they love AWS and they want to deploy AWS services but the real issue was they were they're bread and butters EC two and S three. It the data at the edge, you got five GM having. in the field like with media companies. side, obviously, uh, you got SW who's giving the keynote tomorrow. Uh, in the customer's mind for the public AWS cloud inside an availability zone. So you guys are making a lot of good business decisions around managed cloud service. So they look towards AWS cloud and say, AWS, you take the infrastructure. Mainly because the, the needs are there, you got data, you got certain products, And, and our customers, even the ones in the edge, they also want us to build out the AWS Because a lot of people are looking at the web three in these areas like Panama, you mentioned FinTech in, I keep bringing the Caribbean up, but it's, it's top of my mind right now we have customers We have our own little, um, you know, projects going on. I think we'll start talking about how does that really live So I'm a customer, pretend I'm a customer, Hey, you know, I'm, we're in an underserved area. That's, that's one of the best use cases, And that's, that's one of the best use cases that we're the folks watching don't move the data unless you have to. Uh, so not only are you changing your architecture, you're actually changing your organization because But you gotta change the database architecture in the back. away data, uh, you know, for the past maybe decade. We don't have time to drill into, maybe we do another session on this, but the one pattern we're seeing of the past year of data to the AWS cloud, or we can run, uh, computational workloads So I gotta end the segment on a, on a kind of a, um, fun note. You got a customer to jump out So I was, you jumped out. my career into the cloud, and now it feels like, uh, almost, almost looking back and saying, And so, you know, you, you jump on a plane, you gotta make sure that parachute is gonna open. But, uh, it was, it was the same kind of feeling that we had in the early days of AWS, the same feeling we have when we It's now with you guys, it's more like a tandem jump. I'm John for host of the cube. I'm John fury host of the cube. What's the status of the company product what's going on? First of all, thank you for having me. Salesforce, and service now to take you to the next stage? I love having you on the cube, Dave and I, Dave LAN as well loves having you on too, because you not only bring the entrepreneurial Get the call fund to talk to you though. So the cloud scale has hit. So the things that rumor system of recorded you and me talked about the next layer is called system of intelligence. I mean, or I mean, RPA is, should be embedded in everything. I call it much more about automation, workflow automation, but RPA and automation is a category. So as you break that down, is this the new modern middleware? So it's like how you have a database and compute and sales and networking. uh, behind, as you got the XPO hall got, um, we're back to vis, but you got, So you don't build it just on Amazon. is, what you do in the cloud. I'll make the pass layer room. It And that reduce your product development, your go to market and you get use the snowflake marketplace I mean, I know they got a great relationship, uh, but snowflake now has to run a company they're public. So I think depending on the use case you have to use each of the above, I think the general question that I have is that I think it's okay to have a super cloud like that because the rising I see people lift and shifting from the it operations, it helpless. Cause you know, the big enterprises now and you Spending on the startups. So you know, a lot of good resources there. And I think their whole data exchange is the industry has not thought through something you and me talk Yeah. It is doubled. What are you working on right now? So all the top customers, um, mainly for it help desk customer service. Some of the areas where you want to scale your company, So look for that on the calendar, of course, go to a us startups.com. We're getting back in the Groove's psych to be back. Sure is a lot of words to describe is shit posting, which is how I describe what I tend to do. And if you look at mark, Andrew's been doing a lot of shit posting lately. It's honestly the most terrifying scenario for anyone is if I have that kind of budget to throw at my endeavors, So for the audience that doesn't know what shit posting is, what, what is shitposting A lot of the audience is thinking, in the industry right now, obviously, uh, Cuban coming up in Spain, which they're having a physical event, And you can't win once you're there. is trying to portray themselves, you know, the Pathfinder, you know, you're the pioneer, Since the last time we've spoken, uh, Steve Schmidt is now the CISO for all of card, but it's basically a tricked out PC with amazing monitors and you have all the equipment of F1 and you're And I can see the appeal of these tech companies getting it into it because these things are basically So I gotta ask you about, uh, what's going on in your world. People just generally don't respond to email because who responds I think sure would call in. Honestly, I am surprised anything by how little I have gotten over the last five years of doing this, reinvent getting the interview with jazzy now, Andy we're there, you're there. And then there you go. And so the joke was cold. I love the service ridiculous name. You got S three SQS. They're like the anti Google, Google turns things off while they're still building So let me talk about, uh, the other things I want to ask you is that like, okay, so as Amazon gets better in Depends on who you ask. So I gotta ask about multi-cloud cause obviously the other cloud shows are coming up. Yeah. And I look at what customers are doing and What's the big aha moment that you saw with the pandemic. When in the before times it's open to anyone here is on the queue. So tell a story. Um, but you know, Um, you know, that's a great question. I mean, it's so cool to see you jump right in. I had APIs from the Yeah, I was basically our first SRE, um, was familiar with the, with the phrasing, but really thought of myself as a software engineer So let's talk about what's what's going on now as you look at the landscape today, what's the coolest thing Yeah, I think the, I think the coolest thing is, you know, we're seeing the next layer of those abstraction tools exist How old's the company about So explain what it does. We've encoded all the best practices into software and we So that seems to be the problem you solve. So let me ask you a question. This is what you can expect here. Do you handle all the recovery or mitigation between, uh, identification say Um, we'll let you know. So what do you do for fun? Yeah, so, uh, for, for fun, um, a lot of side projects. You got going on And they're suddenly twice as productive because of it. There's Mm-hmm <affirmative>, you know, the expression, too many tools in the tool. And so we've done all of the pieces of the stacks. So what are some of the use cases that you see for your service? Um, so, you know, as is more infrastructure people come in because we're How many customers do you have now? So we charge a monthly rate. The requirement scale. So team to drive your costs down. How many services do you have to deploy as that scales <laugh> what are you gonna do when you're Better the old guy on the queue here. It exists across all the clouds and we're starting to see new platforms come up on top that allow you to leverage I gotta ask you this question cuz uh, you know, I always, I was a computer science undergrad in the, I think classroom's great to, uh, get a basis, but you need to go out and experiment actually try things. people hang on to the old, you know, project and try to force it out there. then move on to something new. Instantly you should be able to do that much more quickly. Do you agree with that? It's probably not gonna be that idea is the genius idea. Don't change the product so that you kind of have there's opportunities out there where you might get the lucky strike You're not gonna hit a rich the second time too. Thanks for coming on the cube. So if you are a software engineer excited about tools and cloud, Um, Johnny Dallas, the youngest engineer working at Amazon, um, I'm John furry host of the cube. I always call you Dr. Matt wood, because Andy jazzy always says Dr. Matt, we I love it. And I think you had walkup music too on, you know, So talk about your new role. So whether it is, you know, slicing and dicing You know, one of the benefits of, uh, having cube coverage with AWS since 2013 is watching You need a lot of compute to be able to train those models and you have to be able to evaluate what those mean And so the cloud really enabled this Renaissance with machine learning, and we're seeing honestly, And it's not a, a, a, you know, hyped up statement to And Dave's like, what do you mean by that? you gotta silo the data that needs to be siloed for compliance and reasons. I think, you know, like with any, with any technology, And if you could pull all of that together, that data engineering discipline can be incredibly transformative And I told 'em, I would ask someone at Amazon, this questions I'll ask you since you're, the tools in the cloud, which allow you to aggregate data from virtually like the domains are so broad, you kind of gotta allow your curiosity to develop and lead, Johnny Dallas is a great name by the that's fantastic. I have Johnny Johnny cube. If you do a project that's not working and you get bad data, Instantly abandoned it. trying to, you know, in the old world trying to find the resources and get the funding. And honestly, the most important thing is time just being able to jump in there, So for fun, you can just code something. And I managed to convince the team to leave them on for It's like, this is really hard. How does that impact the analytics piece? combining the data, labeling the data, training their models, uh, you know, running inference against their And so if you look at something just like Redshift serverless that we launched a reinvent, Want the answers come on. we announced, um, you know, serverless inference. is being reusing the data to actually retrain. Do you see it the same way? So today we added, you know, um, text extract queries. What's the big news happening that you're announcing here at summit in San Francisco, California, I want it to be up to date, but you know, I don't actually want to have to go my tools where I'm actually You can do everything that you would normally do. You got the serverless and your tailwind for you there. Thank Stay with us with more coverage of day two after this short break.
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