>>Um, okay, thanks to the studio there for the handoff. Appreciate it. We're here for breaking news and it's exciting that we have who's the managing director. Google is breaking some hard news here, Dave. We want to bring him in and get commentary while we end up Dave too. Honestly, the story here is cloud city. We are in the cloud city and all, thanks for coming on remotely into our physical hybrid set here. Thanks for coming >>On. Thank you, John. And very excited to be here. What Juliet. >>Well, we got Bon Jovi ready to play. Everyone's waiting for that concert in the year. The only thing standing between bunch of LV and all the great stuff. So a lot of people watching. Thanks for coming on, sir. So you guys got some big news, um, first Erickson partners with you guys on 5g platform, deal with Anthem, as well as, uh, open ran Alliance. You guys are joining huge, a Testament to the industry. I see Google with all your innovation you guys have in the big three cloud hyperscalers. Obviously you guys invented SRE, so you know, you no stranger to large scale. What's the news. Let's tell us why this Erickson news is so important. Let's start with the Erickson announcement. >>Sure. So John, I mean, we are very excited today to finally bring to the market, the strategic partnership that we've been building with Erickson for the last few months, uh, the partnership to recent retreat, which is very important to the industry is you're actually doing this in conjunction with very large CSPs. So it's not been in isolation. You are in fact in the press release that we have already launched something to get the big telecom Italia in Italy, because you will see that also in the past. And really the partnership is on three pillars. Number one, how can CSBs monetize 5g and edge, which is the real team at the moment using Google clouds solutions like the edge computing platform and, and POS, and Erikson's cutting edge 5g components, 5g solutions. And if we can onboard these together at the CSP, such as telecom Italia, that creates massive pain to market efficiency. So that's 0.1 because speed and agility is key John, but then point to it also unlocks a lot of edge use cases for a bunch of verticals, retail, manufacturing, healthcare, so on, which are already starting to launch together with that. Excellent. And so that's the second pillar. And then the final pillar of course, is this continuously cloud native innovation that you just highlighted. John, we are going to try and double down on it between ourselves and Ericsson to really time created this cloud native application suite or 5g or whatever. >>Talk about the innovations around cloud, because the message we're hearing him this year at mobile world Congress, is that the public cloud is driving the innovation. And, you know, I can be a little bit over the top. So the telcos are slow. They're like glaciers, they move slow, but they're just moving packets. They are there. They're moving the network around. The innovation is happening on top. So there's some hardened operations operating the networks. Now you have a build concept cloud native enables that. So you've got containers. You can put that encapsulate that older technology and integrated in. So this is not a rip and replace. Someone has to die to win. This is a partnership with the tellers. Can you share your thoughts on that piece? >>Smart Antone's photo? We believe that it's a massive partnership opportunity. There's zero conflict or tensions in this sort of ecosystem. And the reason for that is when you talk about that containerization and right once and deploy everywhere type architecture that we are trying to do, that's where the cloud native really helps. Like when you create Ericsson 5g solutions with the operators, adjust telecom Italia, once you build a solution, you don't have to worry about, do I need to kick it back again and again, but every deployment, as long as your mantra, genetics and working, you shouldn't be able to have the same experience. >>Yeah, I'm John. I talk all the time in the cube about how developers are really going to drive the edge. You're clearly doing that with your distributed cloud, building out a telco cloud. I wonder if you could talk a little bit more about how you see that evolving. A lot of the AI that's done today is done in the cloud. A lot of modeling being done. When you think about edge, you think about AI inferencing, you think about all these monetization opportunities. How are you thinking about that? >>So I think David, first of all, it's a fan best six Sigma in how we are looked in at analytics at the edge, right? So we, uh, we have realized that is a very, very, uh, uh, uh, data computing, heavy operation. So certainly the training of the models is still going to stay in cloud for the foreseeable future. But the influencing part that you mentioned is there something that we can offer to the edge? Why is that so important in the pandemic era, think of running a shop or a factory floor, completely autonomously meeting zero minimal human intervention. And if you want to look at an assembly line and look at AI influencing as a way to find out assembly line defects on products in manufacturing, that's very difficult problem to solve unless you actually create those influencing models at the edge. So creating that ecosystem of an Erickson and a Google cloud carrier gives you that edge placement of the workloads that would fit right next to our factory floor in our manufacturing example. And then on top of that, you could run that AI influence thing to really put in the hands of the manufacturer, a visual inspection capability to just bring this to life. >>Great. Thank you for that. And now the other piece of the announcement of course, is the open, open ran. We've been talking about that all weekend and you know, you well, remember when cloud first came out, people were concerned about security. Of course. Now everybody's asking the question, can we still get the reliability and the security that we're used to with the telcos? And of course over time we learned that you guys actually pretty good at security. So how do you see the security component, maybe first talk about the open ran piece, why that's important and how security fits? >>Sure. So first of all, open trend is something that we have taken great interest in the last year or so as it started evolving. And the reason for that is fairly simple. Dave, this aggregation of networks has been happening for some time in the radio layer. We believe that's the final frontier of sort of unlocking and dis-aggregating that radio layer. And why is it so important? 80% of the operators spend globally is on radio. 80% is on radio. If you disaggregate that. And if the internet synergies for your CSP partners and clients, that meant you have standard purpose hardware standard for software with open interfaces, number one, massive difference in VCO. Number two, the supply chain gets streamlined and become still really, really simple way to manage a fairly large distribution. That's about to get larger in 5g and the capital clarity that 5g needs. >>You're thinking of tens of thousands of micro cells and radio cells going everywhere. And having that kind of standardized hardware software with openings of Essex is an extremely important cost dimension to every new site finished that the reason we got to exact open brand was you can now run for a lot of API APIs on the radio net, cetera, that then certainly brings a whole developer community on the radio later. That then helps you do a bunch of things like closed loop automation for network optimization, as well as potentially looking at monetization opportunities by hyper personalizing, yours and mine experiences at the waist level from the self-doubt. And so that really is what is driving us towards this open grind paper. Come on, we go and >>Got a minute and a half. I want to get your thoughts real quick on, on open source and the innovation. Um, Danielle Royston, who's the CEO of telco, Dr. She's at a keynote today. And she mentioned that the iPhone 14 years ago was launched. Okay. And you think about open and you mentioned proprietary with the 5g and having Iran be more commodity and industry standard. That's going to lower the costs increase the surface here of infrastructure. Everyone wins because everyone wants more connectivity options. Software is going to be the key to success for the telco industry. And open source is driving. That is Android. The playbook that you guys pioneered, obviously at Google with the smart phones was very successful. How is that a playbook or an indicator to what could happen at telecom? >>Absolutely. John and the parallel and analogy that you raised is photon. Be believed in the telco world and tossed multi cloud as a unifying software development layer. The app development platform is the way that people will start to drive this innovation, whether it's radio or whether it's in the core or whether it's on the side of pups, same software planning, everywhere that really allows you that whole development models that we are familiar with, but on the telecom side. And that's where we are seeing some massive innovation opportunities for systems to come on board. >>That's great stuff. And I was just heard someone in the hallway just yesterday and say, you want to be the smartphone. You don't want to be the Blackberry going forward. That's pretty much the consensus here at mobile world Congress. I'm all. Thank you for coming on and sharing the hard news and Google regulations on the Erickson Anthem platform, a deal as well as the open Ranton Alliance. Uh, congratulations. Good to see you. And by the way, you'll be keynoting tomorrow on the cube featured segment. So >>Watch that in there. Thank you, John. Thank you. Glad >>To be here. Benching director telecom, industry, solicitor, Google, obviously player. He's managing that business. Big opportunities for Google because they have the technology. They got the chops, Dave, and we're going to now bring this Daniel. Russia says here when to bring up on the stage, Bon Jovi is about to go on behind us Bon Jovi's here. And this is like a nightclub, small intimate setting here in cloud city. Dave Bon. Jovi's right there. He's going to come on stage after we close down here, but first let's bring up the CEO of telco. Dr. And yeah, it was great to see she's hot off the keynote. We're going to see you to Mike. Great to see you. Oh, it's great to be there. We're going to see you tomorrow for an official unpacking of the keynote, but thanks for coming by and closing, >>Swinging by. I never closed down the show. It's been a big, it's been a big day-to-day at MWC and in cloud city, really starting to get packed. I mean, everyone's coming in the band's warming up. You can kind of hear it. Um, I think Elon Musk is about to go on as well. So I mean, it's really happening all the buzz about cloud city out there in the hallway. Yeah. Yeah, no, I mean, I think everyone's talking about it. I'm really, really excited with how it's going. >>Well, this is awesome. While we got you here, we want to put you to work being the cube analyst for the segment. You just heard Google. Uh, we broke them in for a breaking news segment. So hard news Erickson partnership. We're in the factory, former Erickson booth. They're not even here, it's now the Calco VR booth, but that's a relation. And then open ran again, open source, you got five G you got open source all happening. What's your take on this? >>You see, you know, there's two big. And I, I talked about it, my keynote this morning, and there's two big technological changes that are happening in our industry simultaneously. And I don't think we could have had it MWC 21. I certainly wanted to make it about the public cloud. I think I'm sort of successful in doing that. And I think the other piece is open ramp, right? And I think these two big shifts are happening and, um, I'm really thrilled about it. And so, yeah, >>Well I loved your keynote. We were here, live. Chloe was here filling in for Dave while David was going to do some research and some breaking stories to you are on stage. And we were talking well, he's like, there's trillions of dollars, John on the table. And I was making the point, the money is at the middle of the table and it's changing hands if people don't watch it. And then you onstage that this trillions of dollars, this is a real competitive shift with dollars on the table. And you've got cultural collision. You got operators and builders trying to figure out it feels like dev ops is coming in here. Yeah. I mean, what's the, what's the holistic vibe. What's >>The, yeah, I think my message is about, we can use the software and specifically the software, the public cloud to double your ARPU without massive cap X expenditure. And I think the CSPs is always viewed to get the increase in ARPU. I got to build out the network. I got to spend a lot of money. And with these two technologies that require might be dropped. And then in exchange for doubling our poo, why not? We should do that. Absolutely. >>You know, your message has been pretty clear that you got to get on, on the wave that arrived the way you're going to become driftwood. As John said yesterday. And I think it's pretty, it's becoming pretty clear that that's the case for the telcos. I feel like Danielle, that they were entering this decade, perhaps with a little bit more humility than they have in the past. And then, you know, maybe, especially as it relates to developers, we're just talking about building out the edge. We always talk about how developers are really going to be a key factor in the edge. And that's not a wheelhouse necessarily. It's obviously they're going to have to partner for that to have going to have to embrace cloud native. I mean, it's pretty clear that your premise is right on it. We'll see how long it takes, but if it, if they don't move fast, you know, what's going to happen. Well, I >>Think you look at it from the enterprise's perspective. And I think we just heard Google talking about it. We need to provide a tech stack that the enterprises can write to now, historically they haven't had this opportunity historically that CSPs have provided it. Now you're going to be able to write against Google's tech stack. And that's something that is documented. It's available. There's developers out there that know it. Um, and so I think that's the big opportunity and this might be the big use case that they've been looking for with 5g and looking forward to 16th. And so it's a huge opportunity for CSS. >>I think that's an important point because you got to place bets. And if I'm betting on Google or Amazon, Microsoft, okay. Those are pretty safe bets, right. Those guys are going to be around. >>I mean, they're like, no, don't trust the hyperscalers. I'm like, um, are you guys nuts? If they're safe, right. Safe >>Bets in terms of your investment in technology, now you got to move fast. Yeah. That's the other piece of it. You've got to change your business model. >>Well, you gotta be in the right side of history too. I mean, I mean, what is trust actually really mean? The snowflake trust Amazon, it sure did to get them where they are. Um, but now that's a >>Great example, John. It really is because there's a company that can move fast, but at the same time they compete with the same time they add incremental value. And so yeah, >>Here, the, you can see the narrative like, oh no, we're partnering telcos. Aren't bad. No one needs to die to bring in the new containers. Do we'll help them manage that operational legacy. But if they don't move, they're going to have an asset. That'll get rolled up into a SPAC or some sort of private equity deal. And because the old model of building cap backs and extract rents is kind of shifting because the value shifting. So to me, I think this is what we're watching still kind of unknown. Danielle Love to get your thoughts on this because if the value shifts to services, which is a consumption model like cloud, yeah. Then you can, don't have to try and extract the rents out of the cap ex >>Yeah. I don't think you need to own the entire stack to provide value. And I think that's where we are today in telco, right there. I mean, nuts and bolts of the stack, the servers, you know, the cabling, everything. And I'm like, stand on the shoulders of these amazing tech giants that have solved, you know, mega data centers, right. Huge data centers at scale, and just leverage their, their investment and uh, for your own benefit, it starts to focus. And we heard, um, all talking about it starts to focus on your subscriber and driving a great experience for us. Right? Yeah. Well, you're >>Talking about that many times they can do, but you're right. If the conversation hasn't has to go beyond, okay, we're just conductivity. It's gotta be ongoing and be like, oh, it's $10 a month for roaming charges. Ah, great. Yeah. Tick that box, right? It's those value added services that you're talking about and it's an infinite number of those that can be developed. And that's where the partnerships come in a creativity in the industry. It's just >>A blank piece of paper for, well, we, you know, everyone thinks Google knows everything about you, right. We've had the experience on our phone where they're serving of ads and you're like, how did you write Facebook? But you know, who knows more about us than, than Google or your mother, even your telco, you take your phone with you everywhere. Right? And so it's time to start unlocking all of that knowledge and using it to provide >>A really great, by the way, congratulations on the CEO to Toby and the investment a hundred million dollars. That's a game changer statement again, back to the billing. And there's a good, there's a whole new chain, even all up and down the stack of solutions, great stuff. And I want to unpack that tomorrow. I don't hold that. We're going and we're going to meet tomorrow. I want, I wanna want to leave that to stay >>In the data for a second, because you made the point before in your keynote as well. That it's, that it's the data that drives the value of these companies. Why is it that apple, Amazon, Google Facebook now trillion dollar evaluations. It's all about the data and the telcos have the data, but they can't figure out how to turn that into valuation. >>There's two parts of the data problem, which is number one, the data is trapped in on-premise siloed systems that are not open. You can't connect them and they certainly can't do without. And we talked about it, I think yesterday, you know, millions of dollars of expenditure. And I think the other piece that's really interesting is that it's not connected to a mechanism to get it out in a timely manner, right? This is data that's aging by the minute. And when it takes you weeks to get the insight it's useless. Right? And so to Togi we announced the launch to Togi, I'll get a little to Tokyo plug in there, right. To Toby is connecting that insight to the charger, to the engagement engine and getting it out to subscribers. I think that's the beginning of this connection. I think it's a hard problem to solve and would have been solved already. >>But I think the key is leveraging the public cloud to get your data out of on-premise and, and mashing it up against these great services that Google and Azure and Amazon provides to drive it into the hands of the subscriber, make it very actionable, very monetizeable right at the end, that's what they want. More ARPU, more revenue. Right. And you know, we heard some keynotes from GSA yesterday, some big, big guys, you know, talking about how, you know, it's not fair that these other communication platforms are not regulated. You know, telco is heavily regulated and they're like, it's not fair. And I'm like, yep. It's not fair. That's like right. South complaining about it and start treating your customers better. So they are, they're happy to give you more. >>Yeah. And I think that's the message about the assets do, um, well, one thing I will say is this mobile world Congress is that we've been having a lot of fun here in cloud city. I have to ask you a personal question. Have you been having fun? You look great on the keynote of spring to your staff, cloud cities. Beautiful. Spectacular here. Give us some highlights, personal highlights from your trip. So far, >>Number one, I'm, I'm psyched that the keynote is delivered and, and done. I mean, I think it takes my blood pressure down a blind, um, you know, the spring in my step, I wore these fun little tennis shoes and, and that was really fun, but yeah, I'm having, I'm having, I think a lot of things, great conversations. Yes. The attendance has reduced, um, you know, usually you see hundreds of people from the big group carriers, especially the European groups and yeah, the attendance is reduced, but the senior guys are here, right. The senior leadership teams are in the booth or having meetings, running amazing conversations. I think the last year we really did live a decade in one year. I think they woke up to the power of the public cloud. I mean, there was no way that they got business done without cloud based tools. And I think the light bulb went off, I think I'm right in the right moment. Awesome. Do you think that, >>Do you think that they'd think in there, like left money on the table because you look at the pandemic, there were three categories of companies, losers, people who held the line struggled and then winners. Yeah. Big time tailwind booming. Obviously the zooms of the world telcos did well. They were up and running. Uh, this, this was good. You think we might've left some money on the table? They could have done more. >>Yeah. I think the ones that were, you know, people talk about digital transformation where digital telco we're digitally enabled, but I think the pandemic really tested this. Right. Can you deliver a contactless SIM or do you need to go to a store in person to get to go pick it up? And I had a broken SIM during the pandemic. My provider made me go to the store and I'm like, is it even open? And so I heard other stories of telcos that were very digitally enabled, right. They were using Uber to deliver Sims, all sorts of fun, crazy stuff and new ideas. And they were able to pivot right. Agile. And so I think, I think that was a really big telemedicine booming. So >>If you were in a digital business during the pandemic in general, you're out of business maybe unless you were telco, but I think you're right. I think the light bulb went off. It was an aha moment. And they said, oh, if >>We don't, I mean, I am not kidding. Right. As an ex CEO where I was trying to collect signatures on renewals, right. Here's a DocuSign, which for the world is like, duh. I mean, our school uses DocuSign. I had telcos that required an in-person signature, right. In some country once a month on Tuesday between 10 and two. And I'm like, how are you doing business? Like that? That's like the dark ages. >>Yeah. This is where the crypto guys got it right. With know your customer. Right. >>Because they have the data. Well, there's a lot of things that come in wrong. We don't want to get the whole show on that, but then you have great to have you drop biopsy Bon Jovi's here. How did you get Bon Jovi? Huge fan, New Jersey boy Patriots fan. We'd love it. Well, >>Yeah. I mean, who doesn't love Bon Jovi. Right. Um, we knew we wanted a rocker, right. Rock and roll is all about challenging the status quo. Um, that, I mean, since the beginning and that's what we're doing here, right. We're really challenging. Like the way things have been done in telco kind of just shattering the glass ceiling and lots of different ways. Right. Calling the old guys dinosaurs. I'm sure those guys love me. Right. I mean, how much do they hate me right now? Or they're like that girl? Oh, we're punk >>Rock. They're rock and roll. Right, right. I mean, maybe we should have gotten the clash >>Right. Black flag. Right. I'm a little bit old. >>Accessible. Still >>Edgy. Yeah. So really excited to get them here. Um, I've met him before. Um, and so hopefully he'll remember me. It's been a couple of years since I've seen him. So can't wait to connect with him again. I think we have Elon Musk coming up and that's going to be, it's always exciting to hear that guy talk. So >>Yeah, it could be inspiration off after you've talked to space, space X and kind to star lake. >>Right. I mean, those guys are launching rockets and deploying satellites. And >>I think that's really interesting for >>Rural right. In telco. Right. Being able to deploy very quickly in rural where the, maybe the cost, um, you know, per gig doesn't make sense. You know, the cost for deployment of tower. I think, I mean, that's an interesting idea right there. It's exciting. It's exciting. >>He's inspirational. I think a lot of people look at the younger generation coming into this issue. Why are we doing things? A lot of people are questioning and they see the cloud. They're saying, oh, Hey, you're a B, why are we doing this? This is such an easier, better way. Yeah. I think eventually the generation shifts >>It's coming. I'm so excited to be a part of it. Yeah. Great, >>Great leadership. And I want to say that you are real innovative, glad to have us here and presenting with you here. >>Awesome team. I'm psyched to have you guys. We talked last night about how great this partnership has said. Yeah. >>Cuba's keep us rocking inside the cloud city. The streets of the city are packed in here. All stuff. Great stuff. Thanks for coming on. Thanks. Bon Jovi is here. We've got a shot. A bunch of we do we have a screenshot of Bon Jovi? Yup. There it is. Okay. He's about to come on stage and uh, we're gonna take a break here. We're gonna take and send it back to Adam and the team in the studio. Thanks guys.

>> Okay. We're back here. theCube and all the action here in Mobile World Congress, cloud city, I'm John ferry, host of the cube. We've got a great remote interviews. Of course, it's a hybrid event here in the cube. And of course, cloud city's bringing all the physical face-to-face and we're going to get the remote interviews. Peter Adderton, founder, chairman, CEO of Mobile X Global. Nicholas Gerrard, founder and CEO of OxyGo. Gentlemen, thank you for coming in remotely onto the cube here in the middle of cloud city. You missed Bon Jovi last night, he was awesome. The little acoustic unplugged and all the action. Thanks for coming on. >> Yeah, thanks for having us. >> All right, Peter and Nicholas, if you don't mind, just take a quick 30 seconds to set the table on what you guys do, your business and your focus here at Mobile World Congress. >> So I'll jump in quickly. Being the Australian, I'll go first, but just quick by way of background, I founded a company called Boost Mobile, which is one of the, is now the fourth largest mobile brand in, in America. And I spent a lot of time managing effort in that, in that space and now launching Mobile X, which is kind of the first cloud AI platform that we're going to build for mobile. >> Awesome. Nicholas. >> So I'm a founder of a company called, Ox Fuel where we do is basically a telecommunity service platform for brands to basically incorporate telecom as part of their services and learn from their customers through what we call a telecom business intelligence. So basically making sense of the telecom data to improve their business across retail, financial services or in-demand economy. >> Awesome. Well, thanks for the setup. Peter, I want to ask you first, if you don't mind, the business models in the telecom area is really becoming, not just operate, but build and build new software enabled software defined just cloud-based software. And this has been a change in mindset, not so much a change so much in the actual topologies per se, or the actual investments, but as a change in personnel. What's your take on this whole cloud powering the change in the future of telco? >> Well, I think you've got to look at where the telcos have come from in order to understand where they're going in the future. And where they've come from is basically using other people's technology to try to create a differentiation. And I think that that's the struggle that they're going to have. They talk about wanting to convert themselves from telcos into techcos. I just think it's a leap too far for the carriers to do that. So I think we're going to see, you know, them pushing 5G, which you see they're doing out there right now. Then they start talking about open rand and cloud and, and at the end of the day, all they want to do is basically sell you a plan, give you a phone attached to that and try to make as much money out of you as they possibly can. And they disguise that basically in the whole technology 5G open rand discussion, but they really, I don't think care. And at the end of the day, I don't think the consumers care, their model isn't built around technology. The model is built around selling your data and, and that's their fundamental principle and how they do that. And I've seen them go through from 2G, 3G, 4G, 5G. Every G we see come out has a promise of something new and incredible. But what we basically get is a data plan with the minutes. Right? >> Yeah, yeah I totally right on. And I think we're going to get into the whole edge piece of what that's going to open up when you start thinking about what, what the capabilities are and this new stakeholders who are going to have an interest in the trillions of dollars on the table right now, up for grabs. But Nicholas wanted to get to you on this whole digital-first thing, because one of the things we've been saying on theCube and interviewing folks and riffing on is: If digital drives more value and there's new use cases that are going to bring on, that's going to enabled by software. There's now new stakeholders coming and saying, Hey, you know what? I need more than just a pipe. I need more than just the network. I need to actually run healthcare. I need to run education on the edge. These are now industrial and consumer related use cases. I mean, this is software. This is where software and apps shine. So cloud native can enable that. So what's your take on the industry as they start to wake up and say, holy shit, this is going to be pretty massive when you look at what's coming. Not so much what's going to be replatformed, but what's coming. >> Yeah, no, I think it's a, it's where I kind join Peter on this. There's been pretty significant, heavy innovation on the carrier side for, you know, if you think about it 30 years or so of like just reselling plans effectively, which is a virtual slice of the network that built. And all of a sudden they started competing against, you know, the heavyweights on the internet. We had, putting the bar really high in terms of, you know, latency in terms of expectation, in terms of APIs, right? We've we've heard about telecom APIs for 15 years, right? It's- nothing comes close to what you could get if you start building on top of a Stripe or a Google. So I think, it's going to be hard for a lot of those companies. What we do with our show is we try to bridge that gap. Right, we try to build on top of their infrastructure to be able to expose modern APIs, to be able to open up a programmatic interface so that innovators like Peter's are able to actually really take the user experience forward and start, building those specialized businesses across healthcare, financial services, and whatnot. >> Yeah, David Blanca and I were on the, on theCube yesterday talking about how Snowflake, a company that basically sits on top of Amazon built almost nothing on the infrastructure. Built on top of it and was successful. Peter, this is a growth thing. One of the things I want to get your thoughts on is you've had experiences in growing companies. How do you look at the growth coming into this market, Peter, because you know, you got to have new opportunities coming in. It's a growth play too. It's not just take share from someone. It's net new capabilities. >> Yeah. Here's the issue you've got with the wireless industry is that there's only a very few amount of them that actually have that last mile covered. So if you're going to build something on top of it, you're going to have to deal with the carrier, and the carrier as out of like a duopoly slash monopoly, because without their access to their network, you're not going to be able to do these incredible things. So I think we've got a real challenge there where you're going to have to get the carriers to innovate. Now you've got the CEO of Deutsche Telekom coming out yesterday saying that the OTT players aren't paying their fair share. Right, and I sit back and go, well, hang on. You're selling data to customers who basically are using that data to use apps and OTT. And now he's saying, well, they should pay as well. So not only the consumer pay, but now the OTT players should pay. It's a mixed message. So what you're going to have to do, and what we're going to have to do as a, as a growth industry is we're going to have to allow it to grow. And the only way to do that is that the carriers are going to have to have better access, allow more access to their networks, as Nico said, let the APIs has become more available. I just think that that's a leap too far. So I think we're going to be handicapped in our growth based on these carriers. And it's going to take regulators and it's going to take innovation and consumers demanding carriers, do it, otherwise, you know, you're still going to deal with the three carriers in your world. >> Yeah, That's interesting about- I was just talking to Danielle Royce, the DR here at TelcoDR. And she said, I was talking about ORAN and there's more infrastructure than needed. She said, oh, it's more software. I don't disagree with her. I do agree with it. But I also think that the ORAN points to, Nicholas, kind of this idea that there's more surface area to be had on the scale side. So standardizing hardware creates a lower fixed cost, so you can get some cost reduction. And then with standardized software, you get more enablement for hardened openness. I mean, open source is already proven. You can still be secure. And obviously Cloud was once said, could never be secure and most, is probably more secure than anything. What's your take on this whole ORAN commodity standardization mission- efforts? >> I think it's a, I mean, it goes along to the second phase, right? Of what the differentiation in telecom was, you know. Early on, specialized boxes that are very expensive. You know, that you, you, you, you get from a few vendors, then you have the transition over to a software. We lower the price, as you were mentioning. It can run on off the shelf hardware. And then we're in the transition, which is what Danielle is, is evangelizing, right. Transition towards the cloud and specifically the public cloud, because there's no such thing as a private cloud really. And, and so up and running is just another, another piece where you can make the Legos connect better effectively and just have more flexibility. And generally the, the, the game here is to also break the agenda when you- from, from the vendors, right? Because now you have a standard, so you don't necessarily need to buy the entire stack from, from the same vendors. You have a lot more flexibility. You know, you've probably followed the same debate that we've all seen, right. With a push against Huawei, for instance. Th-this is extremely hard for an operator, to start ripping out an entire vendor, because most of the time, they, they own the entire stack. But something like ORAN, now you can start mixing and matching with different vendors, but generally this is also a trend that's going to accelerate the move towards the public cloud. >> That's awesome. Peter, I want to get your thoughts because you're basically building on the cloud. And if you don't mind chime it in to kind of end the segment on this one point. People are trying to really get their minds around what refactoring means. And we've been saying, and talking about, you know, the three phases of, of waking up to the world. Reset your business, or reboot. Replatform to the cloud, and then refactor, which means take advantage of cloud enabled things, whether it's AI and other things. But first get on the platform, understand the economics, and then replatform. So the question, Peter, we'll start with you. What does refactoring actually mean and look like in a successful future execution or playbook? Can you share your thoughts, because this is what people want to get to because that's where the value will come from. That's where the iteration gets you. What's your take on this refactoring? >> Yeah, yeah. So I always, I mean, we're in the consumer business, so I'm always about what is the difference going to make for the consumer? So, whether you're, and when you look at refactoring and you look at what's happening in the space. Is what is the difference that's going to, what are the consumers going to see that's different and are they willing to pay for that? And so we can strip away the technical layers and we all get caught up in the industry with these buzzwords and terms, and we get, and at the end of the day, when it moves to the consumer, the consumer just sits there and says, so what's the value? How much am I paying? And so what we're trying to do at MobileX is, we're trying to use the cloud and we're trying to use kind of innovation into create a better experience for the consumer. One way to do that is to basically help the customer, understand their usage patents. You know, right now today, they don't understand that. Right if I asked you how much you paid for your mobile bill, you will tell me my cell phone bill is $150, but I'm going to ask you the next question How much data do you use? You go, I don't know, right? >> John: unlimited. >> And then I'd say why am I started- well you'd say limited, right. I will go. I'd go, I don't know. So I sit back and go, most customers are like you. You're basically paying for a service that you have no clear, no idea what you're getting. And it's designed by the carriers to scare you into thinking you need it. So I think we've got to get away from the buzzwords that we use as an industry and just dumb that down to what, what does that mean for a consumer? And I think that the cloud is going to allow us to create some very unique ways for consumers to interact with their device and their usage of that device. And I think that that's the holy grail for me. >> Yeah. That's a great point. And it's worth calling out because I think if the cloud can get you a 10X value at, at a reduction in costs compared to the competition, that's one benefit that people will pay for. And the other one is just, Hey, that's really cool. I want I'll, I value that, that's a valuable thing. I'll pay for it. So it's interesting that the cloud scale there, it's just a good mindset. >> Yeah. So it's always, I always like say to people, you know, I've spoken a lot to the Dish guys about what open rand is going to do and I keep saying to them, so what's the value that I'm going to get from a consumer. And they'll say, oh it's flexible pricing plans. They're now starting to talk about, okay, what the end product is of this technology. You look at ECM, right? ECM has been around for a long time. It's only now that we're to see ECM technology, get enabled. The carriers fought that for a long, long time. So there's a monumental shift that needs to take place. And it's in the four or five carriers in our counties. >> Awesome. Nicholas, what's your take on refactoring? Obviously, you know, you've got APIs, you've got all this cool software enabled. How do you get to refactoring and how do you execute through that? >> I mean, it's a little bit of a, what Peter was saying as well, right? There's the, the advantage of that point is to be, you know, all our stuff basically lives in the cloud, right. So it's opportunity to, to get that closer, you know, just having better latency, making sure that, you know, you're not losing your, your photos and your data as you lose your phone and yep. Just bet- better access in general. I, I think ultimately like the, the push to the cloud right now is it's mostly just a cost reduction. The back tick, as far as the carriers are concerned, right. They don't necessarily see how they can build that break. And then from there start interacting with the rest of the OTT world and, and, you know, Netflix is built on Amazon and companies like that, right? Like, so as you're able to get closer as a carrier to that cloud where the data lives, this is also just empowering better digital experience. >> Yeah I think that's where the that's, the proof point will be there, as they say, that's where the rubber will meet the road or proof is in the pudding, whatever expression. Once they get to that cost reduction, if they can wake up to that, whoa we can actually do something better here and make m- or if they don't someone else will. Right. That's the whole point. So, final question as we wrap up, ecosystem changeover. Lot more ecosystem action. I mean, there's a lot of vendors here at Mobile Congress, but real quick, Peter, Nicholas, your take on the future of ecosystem around this new telco. Peter, we'll start with you. >> Yeah, I look, I mean, it, it, again, it keeps coming back to, to, to where I say that consumers have driven all the ecosystems that have ever existed. And when I say consumers also to IOT as well, right? So it's not just the B to C it's also B to B. So look to the consumer and look to the business to see what pain points you can solve. And that will create the ecosystems. None of us bet on Uber, none of us bet on Airbnb. Otherwise we'd all be a lot richer than we are today. So none of us took that platform- and by the way, we've been in mobile and wireless and any kind of that space smartphone space for a long time. And we will miss those applications. And if you ask a CEO today of a telco, what's the 5G killer application, that's going to send 5G into the next atmosphere, they can't answer the question. They'll talk about drones and robotic surgeries and all things that basically will never have any value to a consumer at the end of the day. So I think we've got to go back to the consumer and that's where my focus is and say, how do we make their lives better? And that will create the ecosystem. >> Yeah, I mean, they go for the low hanging fruit. Low latency and, and whatnot. But yeah, let's, it's going to be, it's going to be, we'll see what happens. Nicolas your take on ecosystems as they develop. A lot more integrations and not customization. What's your thoughts? >> Yeah, I think so too. I mean, I think going back to, you know, again like 20- 20 years ago, the network was the product conductivity to the product. Today it's a, it's a building block, right? Something that you integrate that's part of your experience. So the same way we're seeing like conversions between telecom and financial services. Right? You see a lot of telcos trying to be banks. Banks and fintechs trying to be telcos. It's, it's a blending of that, right? So it, at the end of the day, it's like, why, what is the experience? What is the above and beyond the conductivity? Because customers, at this point, it's just not differentiated based on conductivity, kind of become just a busy commodity. So even as you look at what Peter is building, right, this, what is the experience above and beyond just buying a plan that I get out of it, or if you are a media company, you know, how do I pair my content or resolve real problems? Like for instance, we work a lot to the NBA and TikTok. They get into markets where, you know, having a video product at the end and people not being well-connected, that's a problem, right? So it's an opportunity for them to bring the building block into their ecosystem and start offering solutions that are a different shape. >> Awesome. Gentlemen, thank you so much. Both of you, both experienced entrepreneurs and executives riding the wave on the right side of history, I believe. Thanks for coming on theCube, I appreciate it. >> Thanks for having us. >> If you're not riding the wave the right way, you're driftwood. And we're going to toss it back to the studio. Adam and the team, take it from here.

(upbeat music) >> theCUBE's back on day three here in Cloud City Mobile World Congress. This is where all the action is, and this is theCUBE set. I'm John Furrier with Dave Vellante. We're here with DR, Danielle Royston, who is the CEO of TelcoDR, as well as the CEO of Totogi. Great to see you again. >> Hey. >> Hey, how are you guys? >> Good. >> Great time, great boat last night, good industry executives. A lot of intimate high player, big players here in the industry, even though not a lot of attendance, but the right people are here and events are back. >> Yeah. Yeah. I think, MWC was the first event to cancel with COVID in February, end of February 2020. So first big event to come back. It's such a nice symmetry. Yeah. Typically you have big delegations, hundreds of people from the big groups coming to the show. We're seeing the executives are coming, smaller delegations, but they're all in the booth and that we're having great conversations and it's awesome. >> Yeah, and the thing I will say is that theCUBE's back too. We'd like them to be, be in here in the action, because one of the things that's happened with this hybrid events is that people are watching. And so there's a virtual space and the physical space and Cloud City has built out paradise. It's beautiful and spectacular behind us. If you look around, for the people who can't see, it's really made for the combination of on-site and virtual experience, the content, the people, Bon Jovi last night, it's just the top of Mobile World Congress and it's translating to the industry. This has been amazing. So congratulations. >> Thank you so much. >> Well. I got to say, you have a lot to say as we all know. >> Danielle: Yeah. >> But I think it was easy for the big guys. >> Danielle: Can't shut me up. (laughing) >> That's why we love you in theCUBE. But I think it was easy for the big guys to tap out and say, hey, we can save a bunch more money. >> Danielle: Yeah. >> We don't really have much to talk about. We're going to talk about it again. Hey, let's talk about 5G. >> Yeah, yeah, exactly. >> 5G's coming. >> It's the revolution. >> And I told you about 5G though. >> Whereas the narrative here is all about the future. And it's not about the future of blah blah blah, it's about the future of, this is the journey that we're taking and here's where it's starting and with the meat in the bone. >> Yeah. And I think what's really interesting about Cloud City is the fact that we've brought these different players together that are all focused, as you said, on the future. And I'm starting to see these connections where they're collaborating. Vendors that didn't know each other probably would never have partnered before. Totally different areas. I'm hearing the conversation in the booth about like, hey, I talked to P1 security, or I went and talked to LMX and we're putting deals together 'cause we're complimentary. And it's amazing and so that's really good. >> And the integration partnership, heard that from Google yesterday on our news exclusive break in there. They see integration and they're talking about Android, with what Android did for mobile. They're seeing a whole new software paradigm coming into telco. Its partnership, its ecosystem and open. These are new kind of dynamics. >> And I think for you guys, when you say integration and open, I think those things are really paired and they're important. A lot of times Telco people will hear integration, and they'll think customization. Coding it up and customizing it so that they talk to each other. But I think the open part of that is really important where we're connecting via APIs. And I think that's bringing the hyperscalers. That's what they do. They provide these systems and the software that's all API based and you can use it very quickly and you can unravel it if you need to. And it's that feature velocity, we talked about a couple days ago. >> And automation is the underpinning. >> Yeah, yeah. >> I mean, that's really the theme, right? >> Right. >> It's not like a one-off hardcore custom integration that's going to be frozen. >> One time to upgrade it every 18 months or whatever it is. Yeah, it's a life. >> Dave: How about Musk yesterday? >> John: I mean, he's always a crowd pleaser. First of all, my kids love him. He's crazy. >> Who doesn't love Elon Musk? >> I mean, he is amazing. He's a builder and he takes no prisoners. He's just, you know what, my goal was not to go bankrupt. That's what he said a couple of years ago. >> Dave: Which was brilliant because everybody's gone bankrupt in that business and he's just close it off. >> And he's just like, look, we're here, we're just going to chip away at it and we're just going to keep striving, not making up excuses. He takes the failures. He takes the phase plans. He gets back up and he keeps going. He's focused on building. >> He's focused on one thing. He's not focused on everything. He's focused on getting to Mars. And I think that's what I like to compare myself to Elon Musk. Not that I'm building rockets or getting to Mars, but that the hard problem that I'm solving is getting Telco to the public cloud and that's going to take a decade. It might have been accelerated because of COVID, it might've taken 20 years and now it might take 10. But you look at what he does, and that guy, he has haters on Twitter that are pew- pew. Always like, throw in their bars, but he's like, I got my rocket company. I got my communication and space company. We're going to need the bore holes, the Boring Company. I need batteries, I got my Tesla company. And so this guy focuses. >> He's got some haters, but he's got a lot more lovers on his other side because people might not know this, but he fired the entire PR department because he's like, I don't need PR. I'm just going to go do my own, his own PR. >> Obviously, the crypto stuff's always fun. Doge coins, always a laugh. >> Danielle: I think he just plays around with that. >> And it's just more of like playing. >> Yeah, that's a watch this. >> He just likes to see what he can do. >> Doge coins app. That Saturday Night Live was an interesting thing he did, but I think he illustrates the point of a new generation. And I think my young kids, not young, they're in their twenties now. They look at him and they say, that's aspirational because he's building and he's focused on that one thing. And again, the growth that you mentioned Telco to the cloud, getting back to that is that, I want to ask you this growth question. It used to be like, okay, growth was there, people expanded cell towers, networks were networks. Now it seems that the growth of Telco, with Telco is going into, with the edge and all the open-RAN stuff, which means we need more infrastructure. >> Danielle: Yeah. >> We need more stuff. There's more needed and there's growth behind them. What's your reaction? >> I think we need more software. Software eats the world. And it's, I mean, there's a lot of hardware to chomp in Telco and it's just going to keep eating it and that's just going to accelerate. I think that's where Telco needs to start to build that muscle. They don't have great software capability. They don't have public cloud building capability. And so that's a big up-skilling. That's a new hiring. And I think it's an executive conversation. It's not just an IT thing or just a marketing thing or networking thing. >> I got to chime in here for a second because there are a lot of parallels with how the data center transition has occurred. And what's happening here. We talk about all the time. It was a mainframe, et cetera. There are parallels. >> Danielle: Yeah, yeah. >> And what happened when the data center went to software-defined a whole bunch of hardware was allocated to run all the software-defined stuff. It wasn't built for that. >> Danielle: Yeah. >> But the cloud, what you guys are doing with Totogi and taking advantage of AWS's is Nitro and Graviton. That's built to be software-defined. >> Correct. >> And so the Telcos are going to go through the same thing. If they just virtualize, they're going to say, oh wow, we're wasting 30% of our power, our compute power on just supporting all this software-defined stuff, because it wasn't built for that, but the cloud is built for that. >> Danielle: Yeah. >> And that is going to be a huge difference. >> And I keep trying to make this distinction. And I think people in Telco still don't get this about the public cloud. They think of it as a place. It's a place to run a workload. And that tells me, they think of it as infrastructure. They think of it as servers still like, well, I'm going to run into my closet or AWS's closet. I'm like, and I was just having a conversation about this with this senior person from GSMA. I'm like, it's actually about the software that's there. It's about the databases they're building and the analytics and the AI and the ML but they let you buy by the minutes or by the API call. And that is my, like you need to think about that because it's mind-blowing. It's a totally different way to think. >> And you're totally right. I'm just going to, again, give you props on this. I've had many one-on-one with Andy Jassy for the past seven years for exclusives, but over the years it's been consistent. Each platform lifting and shift wasn't the end game. Okay. Replatforming in the cloud, certainly a great advantage, a great starting point. It was the refactoring. And that's why you see Amazon Web Services, for instance, keep adding more services 'cause that's the model. >> Danielle: Yeah. >> They keep offering more goodness so that the businesses could refactor, not just replatform. >> Danielle: Yeah. >> And that's what you're getting at. I think with the AI and machine learning, where you start getting into these new use cases, but why I couldn't do that before. >> Danielle: Right, right. >> This is going to be a huge game changer. >> Well, Forrest Brazeal. A great guy, a cloud guru wrote a great blog called a lift-and-shift is a ticking time bomb. And it's a great start to get your stuff over there. It forces your team to start to interact with like an AWS or GCP in a real way. Like now they, they got to use it. You take it away and I'm like, but once you move it, you got to re-factor. You got to rewrite. And then that's why it's a ticking time bomb. You got to get, move it over and get going. >> Danielle Royston, DR, Digital Revolution of you are one. You got it here, Telco DR. And this has been a great experience for theCUBE, as we get back to business with real life events and virtual. For the folks who couldn't make it here, Barcelona is still a great city. Obviously a great place to come and the events will be back. They'll be hybrid. They'll be different. Certainly, theCUBE will wait double them down, but, we've got a great video. I want to share for the group, the Barcelona and Cloud City. This is a montage of what it's like here and a little experiential video. So take it away and run that video. (upbeat techno music) >> Hi, I'm Katie Goldfinch, here in Barcelona for an action packed Day Two at TelcoDR's Cloud City. This morning, the focus was firmly on DR. and her MWC keynote, which told Telco execs in no uncertain terms that now is the time to act on embracing public cloud. Back in Cloud City content ruled the day with both theCUBE and Cloud City live stages, hosting public cloud, thought-leaders covering a wide range of topics to educate and inspire attendees. And in the beautiful space of Cloud City, the excitement grew throughout the day as we streamed MWC's exclusive keynotes from Elon Musk and preparations got underway for tonight's star performer, Jon Bon Jovi. (upbeat techno music) Wow! What an amazing day from groundbreaking keynotes into space and back to a star studded performance. Don't forget, you can catch up on anything you missed and join us for the rest of the week at cloudcity.telcodr.com or following #cloudcity. (upbeat techno music) >> Okay, we're back. That was great look at what's going on here in Cloud City. This next video, DR, you're going to love this. Your keynote highlights and some Bon Jovi highlights, which by the way, was the most epic thing. People were packed. >> Dave: It was exciting. >> Place was packed. It had the security clicking people, counting all the people, people are standing back. All the people from their booths are all coming in to watch. >> Dave: He was pumped. >> Let's take a look at this awesome highlight video from yesterday. (upbeat techno music) (upbeat techno music) >> Okay, we're back at theCUBE. Dave, that was a highlight reel yesterday. DR has got some action on stage, great messaging, revolution, digital revolution. >> You know your comment about how you think like Elon Musk. That's an inspiration from it. I mean, what a lot of people don't know is when you look at autonomous vehicles, remember you're driving down Palo Alto, you see one of those lidar things. He's doing away with lidars, it's too expensive. It's $7,000. He's taking it with cheap cameras and software down to a couple of hundred bucks per vehicle. >> Danielle: Wow. >> That's the way he thinks. And you're doing the same thing to Telco. >> Danielle: I am. I am I'm trying to change Telco. I mean, he's changing the world. He might be one of the most important humans on Earth right now. I don't think I'm exactly that level, but I'm trying to become a really important person in Telco. We have this great message. I think it's going to help Telcos to get better businesses. And I think it's a great idea. >> For the folks out there watching, what is that big change? If you're going to drive down this Cloud City street, main street of Cloud City and just all about Cloud. Because public clouds here, it's going to become hybrid, dynamics, operating models are changing. What is the key message that you'd like to send? >> I think all of the software in Telco needs to be rewritten. And that's how many millions of lines of code is that? And it's going to be shrunk down and put out on public cloud and rewritten using the software Legos of the public cloud. That is a big undertaking. No one's working on it. I'm working on it. I'm doing it. Let's go do it. >> Let's do it. And if you look out a couple of years, what would be a successful, what does checkmate look like in this chess game? >> I'm winning? #winning >> You're opening move is pretty good as we say in chess. >> I mean, I think it, it takes, again, it takes singular focus like Elon Musk on Mars. Someone needs to singularly focus on getting the public cloud and you can't sit there and protect your old business models, your CR revenue, if you're Amdocs. Give that up. When they start to give up their CR revenue to focus on public cloud, then they'll be, okay, there's a worthy adversary out there really focusing on it. >> I mean the late Clayton Christensen had all the same things. Innovator's dilemma. You get stuck here, what do you do? >> Danielle: What do you do? >> You kill your own, you eat your own to bring in the new, I mean, all these things are going on. This is a huge test. >> And to be willing to burn some boats. >> I think it's transparency, simplicity, and the consumer saying, hey, this is a great experience. That's the Tel sign. >> Danielle: Yeah. >> And that's what we're going to see over this next decade. >> Plus consumers love their Telco. I can't wait for that. I want to love my Telco. >> Dave: Like you love Netflix. >> Yes, exactly. >> DR, we love you because you've got a bold vision. You're putting it out there and you're driving it. You're walking the talk. Congratulations. And again, Cloud City's a home run. >> Awesome. >> Great success. Thanks for having theCUBE. >> Thank you guys. As always super fun. Great day. >> Okay. >> CUBE's coverage here. And remember, we're here getting all the action and it's all going to go online after a synchronous consumption. But right now, it's all about Mobile World Congress and Cloud City. This is the action. And of course, Adam in Cloud City Studio is waiting for us and he's going to take it from here.

(upbeat music) >> Okay, we're back here in theCUBE, this is day three of our coverage right here in the middle of all the action of Cloud City at Mobile World Congress. This is the hit of the entire show in Barcelona, not only in person, but out on the interwebs virtually, this is a hybrid event. This is back to real life, and theCUBE is here. I'm John Furrier and Dave Vellante and DR is here, Danielle Royston. >> Totally. >> Welcome back to theCUBE for the fourth time now at the anchor desk, coming back, we love you. >> Well, it's been a busy day, it's been a busy week. It's been an awesome week. >> John: Feeling good? >> Oh my God. >> You made the call. >> I've made the call. >> You did on your podcast what, months ago. >> Yeah, right? >> You made the call. >> Made the call. >> You're on the right side of history. >> Right, and people were like, it's going to be canceled. COVID won't be handled, blahbity blah. >> She's crazy. >> Nope, I was just crazy, I'm okay with that, right? >> Crazy good. >> Right, I'm like I'm forward looking in a lot of ways. And we were looking towards June and we're like, I think this is going to be the first event back. >> You know, the crazy ones commercial that Apple ran is one of the best commercials of all time. You can't ignore the crazy ones in a good way. You can't ignore what you're doing. And I think to me, what I'm so excited about is cause we've been covering cloud we're cloud bigots, we love the cloud, public cloud. We've been on that train from day one. But when you hear the interviews we did here in theCUBE and interviews that we talked about with the top people, Google, Amazon Web Services. We're talking about the top people, both technology leaders like Bill Vass and the people who run the telecom verticals like Alfonzo, Adolfo, I mean, Hernandez. We had Google's top networking executive, we had their industry leader and the telecom, Microsoft and the Silicon all are validating, and it's like, surround sound to what you're saying here, and it cannot be ignored. >> I mean, we are coming to a big moment in Telco, right? And I mean, I've been saying it's coming. I called 2021, the year of Public Cloud and Telco. It helped that Erickson bailed. So thank you, Erickson people. >> It was a gift. >> It was a gift. >> It was. >> It really was a gift. And it was not just for me, but I think also for the vendors in the booth, I mean, we have a Cloud City army, right? Here we go, let's start marching, and it's awesome. >> He reminds me of that baseball player that took a break, cause he had a hangover and, Cal Ripkin. >> Cal Ripkin? >> Yeah, what was that guy's name? >> Did that really happen? >> Yeah, he took a break and uh- >> New guy stepped in. >> Yeah, and so well, not Cal Ripkin. >> No, no, so before, you want to know, who was it, Lou Gehrig? >> Lou Gehrig, yeah, Lou Gehrig. >> Right, so, Lou Gehrig was nobody, and we can't remember the guy's name, nobody knows the guy's name, what was that guy's name? Nobody knows, oh, there's Lou Gehrig, he got hurt. He sat out and Lou Gehrig replaced him and never hear of him again. >> Danielle: Love it, I'll take that. >> Never, never missed a game for his entire career. So again, this is what Erickson did, they just okay, take a break. >> Yeah, but I mean, it's been great again. I had a great day yesterday, my keynote was delivered. Things are going well with the booth, we had Jon Bon Jovi. I mean, that was just epic and it was acoustic and it was right after lockdown. I think everyone was really excited to be there. But I was talking to a vendor that said we'd been able to accomplish in three days, what normally it would take three years from a sales funnel perspective. I mean, that's big and that's not me. That's not my organization. That's other organizations that are benefiting from this energy. Oh, it's awesome. >> The post isolation economy has become a living metaphor for transformation, and I've been trying to sort of grok and put the pieces together as to how this thing progresses in my interview with Portal One in particular really brought it into focus for me, anyway, I'd love to get your thoughts. One of the things we haven't talked much about is public policy, and I think about all the time, all the discussion in the United States about infrastructure, this is critical infrastructure, right? And the spectrum is a country like South Africa saying, come on in, we want to open up. We want to innovate, to me, that's the model for these tier two and tier three Telcos that are just going to disrupt the big guys, whereas, maybe China's maybe on the other end of the spectrum, very controlling, but it's the former that is going to adopt the cloud sooner, and it's going to completely transform the next decade. >> Yeah, I think this is a great technology for a smaller challenge or CSP that still is a large successful company to challenge the incumbents that are, they are dinosaurs too, they move a little bit slow, and maybe if you're a little bit faster, quicker dinosaur you'll survive longer, maybe you'll be able to transform and, and a public cloud enables that. And I think, you know I'm playing the long game here, right? Is public cloud already for every Telco in every corner of the world, no. And there's a couple of things that are barriers to that. We don't really talk about the downsides, and so maybe we sort of wrap up with- there are challenges and acknowledge there are challenges, you know, in some cases their data regulations and issues, right? And you can't right? There's not a hyperscaler in your country, right? And so you're having a little bit of challenges, but you trend this out over 10 years and then pace it with the hyperscalers that are building new data centers. They're each at 25 plus each, you know, plus or minus a few, right? They're marching along, and you trend this out over 10 years, I think one of two things happened, your data regulations are eased or a hyperscaler appears in a place you can use it, and those points converge and hopefully the software's there, and that's my effort and (claps) yeah. >> Dave: You know what's an interesting trend, DR and John, that is maybe a harbinger to this, is you just mentioned something. If the hyperscalers might not have a presence in, in a country, you know what they're doing? And our data shows this, I do that weekly series breaking analysis and the data Openstack was popping up. Like where does OpenStack come from, well, guess what, when you cut the data, it was Telcos using open source to build clouds in regions where there was no hyperscalers. >> It's a gap filler. >> Yeah, it's a gap filler, it's a bandaid. >> But I think this is where, like. outpost is such a great idea, right? Like getting outposts, and I think Microsoft has the ability to do this as well, Google less so, right? They're not providing the staff, they're doing Anthos. So you're still managing this, the rack, but they're giving you the ability to tap into their services. But I was talking to a CTO in Bolivia. He was like, we have data privacy issues in our country. There's no hyperscaler, not sure Bolivia is like next on the list for AWS, right? But he's like, I'm going to build my own public cloud. And I'm like why would you do that when you can just use outposts? And then when your data regulations release, where they get to Bolivia, you can switch and you're on the stack, and you're ready to go. I think that's what you should do. You should totally do that. >> John: Yeah, one of the things that's come up on here in the interviews, in theCUBE and here, the show is that there are risk takers and innovators and there's operators. And this has been the consistent theme around, yeah, the on-premises world you mentioned this regulation reasons, and or some workflows just have to be on premise for security reasons, whatever, that's the corner case. But the operating model of the technology architecture is shifted. And that reality, I don't think is debatable, so I find it, I got to ask you this because I'm really curious. I know you get a lot of people staring at ya, oh the public cloud's just a hosting, but why aren't people getting this architectural shift? I mean, you mentioned outpost and wavelength, which Amazon has, is a game changer. It's Amazon cloud at the hub. >> Yeah, at the edge. >> Okay, that's a low latency, again, low-hanging fruit applications, real buys, whatnot. I mean, that's an architectural dot that's been connected. Why are people getting it. >> In our industry, I think it is a lot of not invented here syndrome, right? And that's a very sort of nineties thought and I have been advocating stand on the shoulders of the greatest technologists in the world, right, and you know, there's, there is a geopolitical US thing, I think we lived through a presidency that had a sort of nationalistic approach and a lot of those conversations pop up, but I've also looked to these guys and I'm like, you're still, you still have your Huawei kit installed. And there's concerns with that too. So, and you picked it because of cost, and it's really hard to switch off of, so give me a break with your public cloud USA stuff, right? You can use it, you're just making excuses, you're just afraid. What are you afraid of, the HR implications? Let's talk about that, right? And the minute I take it there, conversation changes. >> Yeah, I talked to Teresa Carlson when she was running the public sector at AWS, she's now president of Splunk. I call her a Renaissance woman. She's been a great leader and public sector for this weird little pocket of AWS where it's a guess a sales division, but it's still its own company. >> Danielle: Yeah. >> And she's, did the CIA deal, the DOD, and the public sector partnerships are now private, a lot more private relationships, So it's not like just governments, you mentioned government and national security, and these things, you started to see the ecosystem not, not just be about companies, >> Danielle: Yeah. >> Government and private sector. So this whole vibe of the telecom being regulated, unregulated, unbundled is an interesting kind of theory. What's your thoughts and reactions to this, kind of this, melting pot of ecosystem change and evolution? >> Danielle: Yeah, I mean. I think there's a very nationalistic approach by the Telcos, right? They sort of think about the countries that they operate in. There's a couple of groups that go across multiple countries, but can there be a global Telco? Can that happen, right? Just like we say, you were saying it earlier, Netflix, right? You can say Netflix, UK. Right, and so can we have a global Telco, right. That is challenging on a lot of different levels. But think about that in a public cloud start to enable that idea, right? Elon Musk is going to get to Mars. You need a planetary level Telco. And I can, I think that day is, I mean, I don't think it's tomorrow, but I think that's like 10, 20 years away. >> Dave: You're done, we're going to see it start this decade, it's already starting. We're going to see the fruits of that dividend. >> Danielle: Yeah, it's crazy. >> I've got to ask you, you're a student of the industry and you get so much experience, it's great to have you on theCUBE and chat about, riff about these things, but, the classic who's ready for disruption question comes up, and I think there's no doubt that the Telcos as an industry has been slow moving and the role and the importance has changed. People need the need to have the internet access they need to access. >> Yeah. >> So, and you've got the edge, now applications are now running on it, since the iPhone 14 years ago, as you pointed out, people now are interested in how packets move. That's fast whether it's a doctor or an emergency worker or someone. >> Danielle: What we have done in 2020 without the internet and broadband and our mobile phones, I mean? >> You know, I think about 1920 when the Spanish flu pandemic hit a hundred years ago, those guys did not have mobile phones and they must have been bored, right? I mean, what are you going to do, right? And so, yeah I think last year really moved a lot of thinking forward in this respect, so. >> Yeah, it's always like that, that animal out in the Serengeti that gets taken down, you know, by the cheetah or the lion. How do know when someone is going to be disrupted What's the, what's the tell sign in your mind, you look at the Telco landscape. What is someone waiting to be disrupted or replaced like? >> You know what they're ostriches, how do you say that word, right? They stick their head in the sand. Like I don't want to talk about it, la la la, I don't want to, I don't want to think about it. You know, they bring up all these like roadblocks, and I'm like, okay, I'm going to come visit you in another six months to a year, and let's see what happens when the guys that are moving fast that are open-minded to this, and it's, I mean, when you start to use the public cloud, you don't, like, turn it on overnight. You start experimenting, right? You start, you take an application that is non-threatening. You have, I mean, these guys are running thousands of apps inside their data centers. Pick some boring ones, pick some old ones that no one likes, and move that to the public cloud, play with it. Right, I'm not talking about moving a whole network overnight tomorrow. You got to learn, you have no, I mean, very little talent in the Telco that know how to program against the AWS stack. Start hiring, start doing it, and you're going to start to learn about the compensation, and I used to do compensation, right? I spent a lot of time in HR, right? The compensation points and structures, they compare AWS and Google, versus a Telco. Do you want Telco stock? Do you want Google stock? >> Dave: Right, where do you want to go? >> Right, right? like that's going to challenge the HR organization in terms of compensate. How do we compensate our people when they're learning these new valuable skills? >> When you think about disruption, you know, the master or the professor of disruption, Clay Christensen, one of the best lectures he ever gave was who at Cambridge, and he gave a lecture on the steel industry, and he was describing it, it was like four layers of value in the steel industry, the value chain, it started with rebar, like the lowest end, right? >> Danielle: Yeah yeah. >> And the Telco's actually the opposite, so that, you know, when, when the international companies came in, they went after rebar, and the higher end steel companies said, nah, let them have it, that's the low margin stuff. And then eventually, uh, when they got up to the high end. >> Danielle: It was over, yeah. >> The Telcos are the opposite. They're like, the, you know, in the, in the conductivity and they're hanging on to that because it's so big, but all the high value stuff, it's already gone to the, over the top players, right. >> It's being eaten away, and I'm like, what is going to wake you guys up to realize those are your competitors, that's where the battle is, right? >> John: That's really where the value is. >> The battle of the bastards, you're there by yourself, like "Game of Thrones" and they're coming at you. >> John: You need a dragon. >> What are you doing about it? >> John: I need a dragon to compete in this market. Riding a dragon would be a good strategy. >> I know, I was just watching. Cause I have a podcast, I have a podcast called "Telco In 20" and we always put like little nuggets in the show notes, I personally reviewed them, I was just reviewing the one for the keynote that we're putting out, and I had a dragon in my keynote, right? It was a really great moment, it was really fun to do, but there's, I don't know if you guys are "Game of Thrones" fans. >> Yeah. >> Sure. >> Right, but there's a great moment when Daenerys gets her dragons, the baby dragons, and she takes over the Unsullied Army, right? And it's just this, right? Like all of a sudden the tables turn in an instant where she has nothing, and she's like on her quest, right. I'm on a quest. >> Dave: Comes out of the fire. >> Right, comes out of the fire, the unburnt, right? She has her dragons, right? She has them hatch. She takes over the Unsullied Army, right? Slaves, it starts her march, right? And I'm like, we're putting that clip into the show notes because I think that's where we are. I think I've hatched some dragons, right? The Cloud City army, let's go, let's go take on Telco. >> John: Well, I mean, this to me. >> Easy. >> It definitely have made, made it happen because I heard many people talking about cloud, this is turning into a cloud show. The question is, when does this going to be a cloud show? That's just Cloud City, it's a big section of the show. I mean, all the big players are behind it. >> Danielle: Yeah, yeah. >> Amazon Web Services, Google Azure, Ecosystem, startups, thinking differently, but everyone's agreeing why aren't we doing this? >> I think, like I said, I mean, people are like, you're such a visionary, and how did, why do you think this will work, I'm like, it's worked in every other industry. Am I really that visionary, and like, these are the three best tech companies in the world, like, are, are you kidding me? And so I think we've shown the momentum here. I think we're looking forward to 2022, you know? And that we see 2022, you got to start planning this the minute we get back, right? Like I wouldn't recommend doing this in a hundred days again, that was a very painful, but you know, February, I was, there's a sign inside NWC, February 28th. Right, we're talking seven months. You got to get going now. >> John: Let's get on the phone. >> With Telco, I mean, I think you're right on. I mean, you know, remember Skype, in the early days, right? >> Danielle: Yeah, yeah. >> It wasn't regional. It was just, plug into the internet. >> Danielle: It was just Skype, it was just WhatsApp. >> Well this is a great location, if you can get a shot guys of the people behind us, I don't know if you can, if you're watching check out the scene here, It's winding down, a lot of people having happy hour. Now this is a social construct here at Cloud City, not only is it chock full of information, reporting that we're doing and getting all the data and with the presentations on the main stage, with Adam and the studio and the team, this is a place where people are meeting and there's deals being done face to face, intimate relationships, the best of the best are here, they make the trek. So there's been a successful formula. Of course theCUBE is in the middle of all the action, which we love, we're psyched to be back. I want to thank you personally, while we have you on stage here. >> I want to thank you guys, and the crew, the crew has been amazing, turning out videos on short order. We have all these crews in different cities, it's, our own show has been virtual. You know, Adam's in Bristol, right? We're here, this was an experiment, we talked about this a hundred days ago, 90 days ago. Could we get theCUBE there, do the show but also theCUBE. >> You are a visionary, you said made for TV hybrid event with your team, produce television shows, theCUBE, we're digital, we love you guys, great alignment, but it's magical because the content doesn't end here, the show might end, they might break down the beautiful plants and the exhibits, but the community is going to continue, the content and the conversations. >> Yeah. >> So, we were looking forward to it and- >> I'm super glad, super glad we did this. >> Awesome, well, any final moments that you would like to share in the last two minutes we have, favorite moments, observations, funny things that have happened to you, weird things that have happened to you, share something that people might not know, or a favorite moment? >> I think, I don't know that people know, we have a 3D printer in the coffee shops, and so you can upload any picture and they're 3d printing, coffee art, right? So I've been seeing lots of social posts around people uploading their, their logos and things like that. I think Jon Bon Jovi, he was super thankful to be back. He thanked me personally two different times of like, I'm just glad to be out in front of people. And I think just even just the people walking around, thank you for being brave, thank you for coming back. You've helped Barcelona and we're happy to be together. Even if it is with masks, it's hard to do business with masks on, everyone's happy and psyched. >> John: Well the one thing that people cannot do relative to you is they cannot ignore you. You are making a great big wave. >> Danielle: I shout pretty loud, It's kind of hard to ignore me. >> You're making a great big wave, you're on the right side, we believe, of history, public cloud is driving the bus down main street of Cloud City, and if people don't get out of the way, they will be under the bus. >> I'm, like I said, in my keynote, it's go time let's do it. >> Okay. Thank you so much for all your attention and mission behind the cloud and the success. >> Danielle: We'll do it again. We're going to do it again soon. >> After Togi's a hundred million dollar investment, you're the CEO of Togi that, let's follow that progress, and of course, Telco DR, Danielle Royston, the digital revolution. Thanks for coming on with you. >> Thank you guys, it was super fun. >> This is theCUBE I'm John Furrier with Dave Vallante, we're going to send it back to Adam in the studio. Thanks, the team here. >> Woo! (audience applauding) >> I want to thank the team, everyone here, Adam is great, Chloe. >> Great working with you guys. >> Awesome, and what a great crew. >> So great. >> Thank you everybody. That's it for theCUBE, here on the last day, Wednesday of theCUBE, stay tuned for tomorrow more action on the main stage, here in Cloud City. Thanks for watching.

(soft upbeat music) >> TheCUBE's back on day three here in Cloud City, Mobile World Congress. This is where all the action is and this is theCUBE's set, I'm John with Dave Vellante. We're here with DR, Danielle Royston, who is the CEO of TelcoDR, as well as the CEO of Totogi. Great to see you again. >> Hey. >> Hey, how are you guys? >> Good >> Great time, great booth last night, good industry executives. A lot of intimate high player, big players here in the industry, even though not a lot of attendance, but the right people are here and events are back. >> Yeah. I think, MWC was the first event to cancel with COVID in end of February 2020. So first big event to come back, it's such a nice symmetry. Typically you have big delegations, hundreds of people from the big groups coming to the show. We're seeing the executives are coming, smaller delegations, but they're all in the booth and that we're having great conversations and it's awesome. >> Yeah. And the thing I will say is that theCUBE's back too we'd like them to be in here in the action, because one of the things that's happened with this hybrid events is that people are watching. And so there's a virtual space and the physical space, and Cloud City has built out paradise, it's beautiful and spectacular behind us. If you look around for the people who can't see, it's really made for the combination of onsite and virtual experience. The content, the people Bon Jovi last night, it's just the top of Mobile World Congress. And it's translating to the industry, this has been amazing. So congratulations. >> Danielle: Thanks so much. >> Dave: I think I got to say, you have a lot to say as we all know. But I think it was easy for the big guys. >> Danielle: Can't Shut me up. (chuckles) >> That's why we love you in theCUBE. But I think it was easy for the big guys to tap out and say, Hey, we're going to save a bunch more money, we don't really have much to talk about. We're going to talk about again. Hey, let's talk about 5G. (chuckles) >> It's a revolution >> Have I told you about 5G though. >> Whereas the narrative here is all about the future and it's not about the future of blah-blah-blah, it's about the future, this is the journey that we're taking and here's where it's starting, and with meat on the bone. >> Yeah. I think what's really interesting about Cloud City is the fact that we've brought these different players together that they're all focused, as you said, on the future. And I'm starting to see these connections where they're collaborating. Like, vendors that didn't know each other probably would never have partnered before, totally different areas. I'm hearing the conversation in the booth about like, Hey, I talked to people in security, or I went and talked to LMX and we're putting deals together 'cause we're complimentary and it's amazing. >> John: And integration partnership, heard that from Google yesterday on our news exclusive break in there, they see integration. And they're talking about Android with what Android did for mobile. They're seeing a whole new software paradigm coming into Telco, it's partnership, it's ecosystem and open. These are new kind of dynamics. >> Danielle: And I think for you guys, when you say integration and open, I think those things are really paired in and they're important. A lot of times Telco people will hear integration, they all think customization. Coding it up and customizing it, so that they talk to each other. But I think the open part of that is really important where we're connecting via API's and I think that's bringing the hyper-scalers, that's what they do. They provide these systems and the software, that's all API base and you can use it very quickly, and you can unravel it if you need to. And it's feature velocity we talked about a couple of days ago. >> And automation is the underpinning of that. I mean, that's really the theme, it's not like a one-off hardcore custom integration that's going to be frozen. >> Danielle: One time to upgrade every 18 months or whatever it is, it's alive. >> Dave: How about Musk yesterday? >> John: I mean, he's always a crowd pleaser. First of all, my kids love him. He's crazy. >> Who doesn't love Elon Musk? >> I mean, he is amazing. He's a builder. And he takes no prisoners. He's just, you know what? My goal was not to go bankrupt. That's what he said a couple of years ago. >> Dave: Which was brilliant because everybody's gone bankrupt in that business and he's just blows it off. >> And he's just like, look it, we're here to just want to chip away at it and we're just going to keep striving, not making up excuses. He takes the failures, he takes the face plants, he gets back up and he keeps going. He's focused on building the future. >> He's focused on one thing, he's on focused everything. He's focused on getting to Mars. And I think that's what I like to compare myself to Elon Musk, not that I'm building rockets or getting to Mars, but that the hard problem that I'm solving is getting Telco to the public cloud. And that's going to take a decade. It might have been accelerated because of COVID, it might've taken 20 years and now it might take 10, but you look at what he does and that guy, he has haters on Twitter they're kind of pew pew, always like throw in their bars, but he's like, I got my rocket company, I got my communication and space company. We're going to need to bore a holes, The Boring Company. I need batteries, I got my Tesla company. And so this guy focuses. >> John: He's got some haters, but he's got a lot more lovers on his other side because people might not know this, but he fires the entire PR department because he's like, I don't need PR I'm just going to go do my own, his own PR. Actually the crypto stuff's always fun, Dogecoins are always a laugh. >> Danielle: I think he just plays around with that. >> And it's just more of like playing. >> Dave Vellante: And that's like, watch this! (laughs) >> He just like to see what he can do. >> I said that live was interesting thing he did, but I think he illustrates the point of a new generation. And I think my young kids, not young, they're in their '20s now, they look at him and they say, that's aspirational because he's building and he's not, he's focused on that one thing. And again, the growth that you mentioned Telco to the cloud, getting back to that, I want to ask you this growth question. It used to be like, okay, growth was there, people expanded cell towers, networks were networks, now it seems like the growth of Telco, what Telco is going into with Edge and all the open ranch stuff, which means that we need more infrastructure. We need more stuff, there's more needed and there's growth behind them. What's your reaction? >> Danielle: I think we need more software. Software eats the world. And it's, I mean, there was a lot of hardware to chomp in Telco and it's just going to keep eating it, and that's just going to accelerate. I that's where Telcos need to start to build that muscle. They don't have great software capability, they don't have public cloud building capability. And so that's a big up-skilling that's a new hiring and I think it's an executive conversation. It's not just an IT thing or just a marketing thing, or networking thing. >> Dave: I got to chime in here for a second because there are a lot of parallels with how the data center transition has occurred. And what's happening here. We talk about all the time, Oh, it's a mainframe, et cetera. There are parallels. And what happened when the data center went to software-defined a whole bunch of hardware was allocated to run all the software-defined stuff. It wasn't built for that, but the cloud, what you guys are doing with Togi and taken advantage of AWS's Nitro and Graviton. That's built to be software-defined. And so the Telcos are going to go through the same thing. If they just virtualized, they're going to say, oh wow, we're wasting 30% of our power our compute power on just supporting all this software-defined stuff, 'cause it wasn't built for that, but the cloud is built for that. And that is going to be a huge difference. >> Danielle: And I keep trying to make this distinction and I think people in Telco still don't get this about the public cloud. They think of it as a place. It's a place to run a workload. And that tells me, they think of it as infrastructure. They think of it as servers still like, well, I'm going to run into my closet or AWS' has closet. I'm like, and I was just having a conversation about this with a senior person from GSMA. I'm like, it's actually about the software that's there, it's about the databases they're building and the analytics and the AI, and ML that they let you buy by the minutes or by the API call. And that is like, you need to think about that 'cause it's mind blowing, it's a totally different way to think. >> John: You're totally right. And just going to again, give you props on this. I've had many ones with Andy Jackson for the past seven years for exclusives, but over the years it's been consistent. Each platform lifting and shift wasn't the end game. Re-platforming in the cloud certainly a great advantage, a great starting point. It was the refactoring. And that's why you see Amazon Web Services for instance, keep adding more services 'cause that's the model. They keep offering more goodness so that the businesses could refactor, not just re-platform. And that's what you're getting, I think with the AI and machine learning, where you start getting into these new use cases, but why couldn't do that before? >> Danielle: Right. >> This is going to be a huge game changer. >> Well Forrest Brazeal, a great guy, a cloud guru wrote a great blog called a lift-and-shift is a ticking time bomb. And it's a great start to get your stuff over there, it forces your team to start to interact with like, an AWS or GCP in a real way like now they, they got to use it. You take it away and I'm like, but once you move it you got to re-factor you got to rewrite and then that's why it's a ticking time bomb. You got to move it over and get going. >> John: You know, Royston DR, Digital Revolution of you are one, you got it here TelcoDR and this has been a great experience for theCUBE as we get back to business with real life events and virtual, the folks who couldn't make it here, Barcelona is still a great city, obviously a great place to come and the events will be back, they'll be hybrid, they'll be different. certainly theCUBE will lay, doubling down, but we've got a great video. I want to share for the group, the Barcelona and Cloud City, this is a montage of what it's like here and little experiential video. So take it away and run that video. (slow upbeat music) (upbeat music) >> Hi, I'm Katie Goldfinch here in Barcelona for an action packed day two at TelcoDR's Cloud City. This morning, the focus was firmly on DR and her MWC keynote which told Telco execs in no uncertain terms that now is the time to act on embracing public cloud. Back in Cloud City, content ruled the day with both theCUBE and Cloud City live stages, hosting public cloud thought-leaders, covering a wide range of topics to educate and inspire attendees. And in the beautiful space of Cloud City, the excitement grew throughout the day as we streamed MWC's exclusive keynotes from Elon Musk. And preparations got underway for tonight's star performer, Jon Bon Jovi. (upbeat music) >> Katie: Wow! What an amazing day from groundbreaking keynotes into space and back to a star studded performance. Don't forget, you can catch up on anything you missed and join us for the rest of the week at cloudcity.telcodr.com or following #cloudcity. (slow upbeat music) >> OK we're back, that was great look at what's going on here in Cloud City, this next video DR, you're going to love this. Your keynote highlights and some Bon Jovi highlights, which by the way, was the most epic thing, people were packed, >> Dave: It was exciting. >> This place was packed. It had the security, clicking peoples, counting all the people, people are standing back. All the people on their booths, they're all coming in to watch. >> Dave: He was pumped. >> Let's take a look at this awesome highlight video from yesterday. (slow upbeat music) (upbeat music) (slow upbeat music) >> Okay. We're back to theCUBE. Dave, that was a highlight reel yesterday. DR has got some action on stage, great messaging, revolution, digital revolution. >> You know your comment about how you think like Elon Musk, that's an inspiration from it. I mean, what a lot of people don't know is when you look at autonomous vehicles, remember you're driving down Palo Alto, you see one of those LIDAR things, he's doing away with LIDARs, it's too expensive. It's $7,000, he's taking it with cheap cameras and software down to a couple of hundred bucks per vehicle, that's the way he thinks and you're doing the same thing to Telco. >> Danielle: I am. I'm trying to change Telco. I mean, he's changing the world. He might be one of the most important humans on earth right now. I don't think I'm exactly that level, but I'm trying to become a really important person in Telco, we have this great message. I think it's going to help Telcos to get better businesses ad I think it's a great idea. >> John: For the folks out there watching, what is that big change? You're going to drive down this Cloud City street, main street of Cloud City and just all about cloud. 'Cause public clouds here, it's going to become hybrid dynamics, operating models are changing. What is the key message that you'd like to send? >> I think all of the software in Telco needs to be re-written. And that's how many millions of lines of code is that and it's going to be shrunk down, and put out on public cloud, and re-written using the software legos of the public cloud, that is a big undertaking. No one's working on it. I'm working on it. I'm doing it. Let's go do it. >> John: Let's do it. And if you look out a couple of years, what would be a successful, what does checkmate look like in these chess game that you play? >> (chuckles) I'm winning, hashtag winning. (laughs and crosstalk) I think it takes, again, it takes singular focus like Elon Musk on Mars. Somebody needs to singularly focus on getting to the public cloud and you can't sit there, and protect your old business models, your CR revenue if you're Amdocs, give that up. When they start to give up their CR revenue to focus on public cloud, then they'll be, okay there's a worthy adversary out there really focusing on it. >> John: I mean the late Clay Christianson had all the same things. Innovator's dilemma. You just get stuck here, what do you do? You kill your own, you eat your own to bring in the new, I mean, all these things are going on, this is a huge test. >> Danielle: If we're willing to burn some boats. >> I think it's transparency, simplicity, and the consumer saying, Hey, this is a great experience. that's the tell sign. And that's what we're going to see over this next decade. >> Consumers love their Telco, I can't wait for that I want to love my Telco. >> Dave: Like you love Netflix. >> Yes, exactly. >> DR, we love you because you've got a bold vision. You put it out there and you're driving it. You're walking the talk. Congratulations. And again, Cloud City is a home run, great success. Thanks for having theCUBE. >> Thank you guys as always, super fun. Great day. >> Okay. TheCUBE's coverage here and remember we're here getting all the action, and it's all going to go online after, synchronous consumption. But right now, it's all about Mobile World Congress and Cloud City. This is the action. And of course, Adam in Cloud City Studio, is waiting for us and you're going to take it from here.

(upbeat music) >> Hey, we're back here in theCube. This is day three of our coverage right here in the middle of all the action of Cloud City at Mobile World Congress. This is the hit of the entire show in Barcelona, not only in person, but out on the interwebs virtually. This is a hybrid event. This is back to real life, and theCube is here. I'm John Furrier with Dave Vellante and D. R. is here, Danielle Royston. >> Totally. >> Welcome back to theCube for fourth time. now at the anchor desk, coming back. >> I don't know. It's been a busy day. It's been a busy week. It's been an awesome week. >> Dave: Feeling good? >> Oh, my god. >> You made the call. >> I made the call. You finished your podcast, what months ago? >> Yeah. >> Made the call. >> Made the call. You're on the right side of history. >> Right? And people were like, "It's going to be canceled. COVID won't be handled." Blahbity blah. >> She's crazy. >> And I'm like, nope. She's crazy. I'm okay with that. Right? But I'm like... >> Crazy good. >> Right, I'm like, I'm forward-looking in a lot of ways. And we were looking towards June, and we're like, "I think this is going to be the first event back. We're going to be able to do it." >> You know, the crazy one's commercial that Apple ran, probably one of the best commercials of all time. You can't ignore the crazy ones in a good way. You can't ignore what you're doing. And I think to me, what I'm so excited about is, 'cause we've been covering cloud. We're cloud bigots. We love the cloud, public cloud. We've been on that train from day one. But when you hear the interviews we did here on theCube and interviews that we talked about with the top people, Google, Amazon Web Services. We're talking about the top people, both technology leaders like Bill Vass and the people who run the Telecom Verticals like Alf, Alfonzo. >> Danielle: Yeah. >> Adolfo, I mean, Hernandez. >> Danielle: Yeah. >> We had Google's top networking executive. We had their industry leader in the telecom, Microsoft, and the Silicon. All are validating, and it's like surround sound to what you're saying here. And it cannot be ignored. >> I mean, we are coming to a big moment in Telco, right? And I mean, I've been saying that it's coming. I called 2021, the year of public cloud and Telco. It helped that Ericcson bailed. So thank you, Ericcson people. >> Dave: It was a gift. >> It was a gift. >> John: It really was. >> It really was a gift. And it was not just for me, but I think also for the vendors in the booth. I mean, we have a Cloud City army, right? Here we go. Let's start marching. And it's awesome. >> He reminds me of that baseball player that took a break 'cause he had a hangover and Cal Ripken. >> Cal Ripken, right, yeah, yeah. What was that guy's name? >> Did it really happen? >> Yeah, he took a break and... >> The new guy stepped in? >> Yeah, and so we'll go to Cal Ripken. >> No, no, so before it was it? Lou Gehrig. >> Lou Gehrig, yeah. >> Right, so Lou Gehrig was nobody. And we can't remember the guy's name. Nobody knows the guy's name. >> Danielle: Yeah, yeah. >> What was that guy's name? Nobody knows. Oh, 'cause Lou Garrett, he got hurt. >> Danielle: And Lou Gehrig stepped in. >> He sat out, and Lou Gehrig replaced him. >> Danielle: Love it. >> And never heard of him again. >> Danielle: I'll take that. >> Never missed a game. Never missed a game for his entire career. So again, this is what Ericcson did. They just okay, take a break and... >> But I mean, it's been great. Again, I had a great day yesterday. My keynote was delivered. Things are going well with the booth. We had Jon Bon Jovi. I mean, that was just epic, and it was acoustic, and it was right after lockdown. I think everyone was really excited to be there. But I was talking to a vendor that said we'd been able to accomplish in three days what normally it would take three years from a sales funnel perspective. I mean, that is, that's big, and that's not me. That's not my organization. That's other organizations that are benefiting from this energy. Oh, that's awesome. >> The post-isolation economy has become a living metaphor for transformation. And I've been trying to sort of grok and put the pieces together as to how this thing progresses. And my interview with Portaone, in particular, >> Danielle: Yeah. >> really brought it into focus for me, anyway. I'd love to get your thoughts. One of the things we haven't talked much about is public policy. And I think about all the time, all the discussion in the United States about infrastructure, this is critical infrastructure, right? >> Danielle: Yeah. >> And the spectrum is a country like South Africa saying, "Come on in. We want to open up." >> Danielle: Yeah. >> "We want to innovate." And to me that's to me, that's the model for these tier two and tier three telcos that are just going to disrupt the big guys. Whereas, you know, China, may be using the other end of the spectrum, very controlling, but it's the former that is going to adopt the cloud sooner. It's going to completely transform the next decade. >> Yeah, I think this is a great technology for a smaller challenger CSP that still is a large successful company to challenge the incumbents that are, they are dinosaurs too. They move a little bit slow. And maybe if you're a little bit faster, quicker dinosaur you'll survive longer. Maybe it will be able to transform and a public cloud enables that. And I think, you know, I'm playing the long game here, right? >> Dave: Yeah. >> Is public cloud ready for every telco in every corner of the world? No. And there's a couple of things that are barriers to that. We don't really talk about the downsides, and so maybe we sort of wrap up with, there are challenges, and I acknowledge there are challenges. You know, in some cases there are data regulations and issues, right? And you can't, right? There's not a hyperscaler in your country, right? And so you're having a little bit of challenges, but you trend this out over 10 years and then pace it with the hyperscalers are building new data centers. They're each at 25 plus each, plus or minus a few, right? They're marching along, and you trend this out over 10 years, I think one of two things happens. Your data regulations are eased or you a hyperscaler appears in a place you can use it. And those points converge, and hopefully the software's there, and that's my effort. And, yeah. >> You know what's an interesting trend, D. R., John? That is maybe a harbinger to this. You just mentioned something. If the hyperscalers might not have a presence in a country, you know what they're doing? And our data shows this, I do that weekly series "Breaking Analysis," and the data, OpenStack was popping up. >> Danielle: Yeah. >> Like where does OpenStack come from? Well, guess what. When you cut the data, it was telcos using open source to build clouds in regions where there was no hyperscaler. >> Where it didn't exist, yeah. >> So it's a-- >> Gap-filler. >> Yeah, it's a gap-filler. It's a Band-aid. >> But I think this is where like Outpost is such a great idea, right? Like getting Outposts, and I think Microsoft has the ability to do this as well, Google less so, right. They're not providing the staff. They're doing Anthos, so you're still managing this, the rack, but they're giving you the ability to tap into those services. But I was talking to a CE, a CTO in Bolivia. He was like, "We have data privacy issues in our country. There's no hyperscaler." Not sure Bolivia is like next on the list for AWS, right? But he's like, "I'm going to build my own public cloud." And I'm like, "Why would you do that when you can just use Outposts?" And then when your data regulations release or there's a, they get to Bolivia, you can switch and you're on the stack and you're ready to go. I think that's what you should do. You should totally do that. >> Yeah, and one of the things that's come up here on the interviews and theCube and here, the show, is that there are risk takers and innovators and there's operators. And this has been the consistent theme around, yeah, the on-premises world. You mentioned this regulation reasons and/or some workflows just have to be on premise for security reasons, whatever. That's the corner case. >> Danielle: Yeah. >> But the operating model of the technology architecture is shifted. >> Danielle: Yep. >> And that reality, I don't think, is debatable. So I find it. I've got to ask you this because I'm really curious. I know you get a lot of people steering 'ya, oh the public cloud's just a hosting, but why aren't people getting this architectural shift? I mean, you mentioned Outpost, and Wavelength, which Amazon has, is a game changer. It's Amazon Cloud at the hub. >> Yeah, at the edge, yeah. >> Okay, that's a low latency again, low-hanging fruit applications, robotics, whatnot. I mean, that's an architectural dot that's been connected. >> Yeah. >> Why aren't people getting it? >> In our industry, I think it is a lot of not invented here syndrome, right? And that's a very sort of nineties thought, and I have been advocating stand on the shoulders of the greatest technologists in the world. Right? And you know, there is a geopolitical US thing. I think we lived through a presidency that had a sort of nationalistic approach and a lot of those conversations pop up, but I've also looked to these guys and I'm like, you still have your Huawei kit installed, and there's concerns with that, too. So, and you picked it because of cost. And it's really hard to switch off of. >> John: Yeah. >> So give me a break with your public cloud USA stuff, right? You can use it. You're just making excuses. You're just afraid. What are you afraid of? The HR implications? Let's talk about that, right? And the minute I take it there, conversation changes. >> I talked to Teresa Carlson when she was running the public sector at AWS. She's now president of Splunk. I call her a Renaissance woman. She's been a great leader. In public sector there's been this weird little pocket of AWS where it's, I guess, a sales division, but it's still its own company. >> Danielle: Yeah. >> And she just did the CIA deal. The DOD and the public sector partnerships are now private, a lot more private relationships. So it's not like just governments. You mentioned government and national security and these things. You start to see the ecosystem, not, not just be about companies, government and private sector. So this whole vibe of the telecomm being regulated, unregulated, unbundled is an interesting kind of theory. What's your thoughts and reactions to this kind melting pot of ecosystem change and evolution? >> Yeah, I mean, I think there's a very nationalistic approach by the telcos, right? They sort of think about the countries that they operate in. There's a couple of groups that go across multiple countries, but can there be a global telco? Can that happen, right? Just like we say, you were saying it earlier, Netflix. Right? You didn't say Netflix, UK, right? And so can we have a global telco, right? That is challenging on a lot of different levels. But think about that in a public cloud starts to enable that idea. Right? Elon Musk is going to get Mars. >> Dave: Yep. >> John: Yeah. >> You need a planetary level telco, and I think that day is, I mean, I don't think it's tomorrow, but I think that's like 10, 20 years away. >> You're done. We're going to see it start this decade. It's already starting. >> Danielle: Yeah. >> But we're going to see the fruits of that dividend. >> Danielle: Right, yeah. >> I got to ask you. You're a student of the industry and you got so much experience. It's great to have you on theCube and chat about, riff about, these things, but the the classic "Who's ready for disruption?" question comes up. And I think there's no doubt that the telcos, as an industry, has been slow moving, and the role and the importance has changed. People need the need to have the internet access. They need to access. >> Danielle: Yeah. >> So and you've got the Edge. Now applications are now running on a, since the iPhone 14 years ago, as you pointed out, people now are interested in how packets move. >> Danielle: Yeah. >> That's fast, whether it's a doctor or an emergency worker or someone. >> What would we have done in 2020 without the internet and broadband and our mobile phones? I mean. >> Dave: We would have been miserable. >> You know, I think about 1920 when the Spanish flu pandemic hit a hundred years ago. Those guys did not have mobile phones, and they must have been bored, right? I mean, what are you going to do? Right? And so, yeah, I think, I think last year really moved a lot of thinking forward in this respect, so. >> Yeah, it's always like that animal out in the Serengeti that gets taken down, you know, by the cheetah or the lion. How do you know when someone is going to be disrupted? What's the, what's the tell sign in your mind? You look at the telco landscape, what is someone waiting to be disrupted or replaced look like? >> Know what? They're ostriches. Ostriches, how do you say that word right? They stick their head in the sand. Like they don't want to talk about it. La, la, la, I don't want to. I don't want to think about it. You know, they bring up all these like roadblocks, and I'm like, okay, I'm going to come visit you in another six months to a year, and let's see what happens when the guys that are moving fast that are open-minded to this. And it's, I mean, when you start to use the public cloud, you don't like turn it on overnight. You start experimenting, right? You start. You take an application that is non-threatening. You have, I mean, these guys are running thousands of apps inside their data centers. Pick some boring ones. Pick some old ones that no one likes. Move that to the public cloud. Play with it, right? I'm not talking about moving your whole network overnight tomorrow. You got to learn. You have no, I mean, very little talent in the telco that know how to program against the AWS stack. Start hiring. Start doing it. And you're going to start to learn about the compensation. And I used to do compensation, right? I spent a lot of time in HR, right? The compensation points and structures, and they can bear AWS and Google versus a telco. You want Telco stock? Do you want Google stock? >> John: Right, where do you want to go? >> Right? Right? And so you need to start. Like that's going to challenge the HR organization in terms of compensate. How do we compensate our people when they're learning these new, valuable skills? >> When you think about disruption, you know, the master or the professor of disruption, Clay Christensen, one of the best lectures he ever gave is we were at Cambridge, and he gave a lecture on the steel industry and he was describing it. It was like four layers of value in the steel industry, the value chain. It started with rebar, like the lowest end. Right? >> Danielle: Yeah, yeah. >> And the telco's actually the opposite. So, you know, when the international companies came in, they went after rebar, and the higher end steel companies said, "Nah, let them have it." >> Danielle: Let it go. >> "That's the low margin stuff." And then eventually when they got up to the high end, they all got killed. >> Danielle: It was over, yeah. >> The telcos are the opposite. They're like, you know, in the connectivity, and they're hanging on to that because it's so big, but all the high value stuff, it's already gone to the over-the-top players, right? >> It's being eaten away. And I'm like, "What is going to wake you guys up to realize those are your competitors?" That's where the battle is, right? >> Dave: That's really where the value is. >> The battle of the bastards. You're there by yourself, the Game of Thrones, and they're coming at you. >> John: You need a dragon. >> What are you doing about it? >> I need a dragon. I need a dragon to compete in this market. Riding on the dragon would be a good strategy. >> I know. I was just watching. 'Cause I have a podcast. I have a podcast called "Telco in 20," and we always put like little nuggets in the show notes. I personally review them. I was just reviewing the one for the keynote that we're putting out. And I had a dragon in my keynote, right? It was a really great moment. It was really fun to do. But there's, I don't know if you guys are Game of Thrones fans. >> Dave: Oh, yeah. >> John: For sure. >> Right? But there's a great moment when Daenerys guts her dragons, the baby dragons, and she takes over the Unsullied Army. Right? And it's just this, right? Like all of a sudden, the tables turn in an instant where she has nothing, and she's like on her quest, right? I'm on a quest. >> John: Comes out of the fire. >> Right, comes out of the fire. The unburnt, right? She has her dragons, right? She has them hatch. She takes over the Unsullied Army, right? Slays and starts her march, right? And I'm like, we're putting that clip into the show notes because I think that's where we are. I think I've hatched some dragons, right? The Cloud City Army, let's go, let's go take on Telco. >> John: Well, I mean to me... >> Easy. >> I definitely have made it happen because I heard many people talking about cloud. This is turning into a cloud show. The question is, when does this be, going to be a cloud show? You know it's just Cloud City is a big section of the show. I mean, all the big players are behind it. >> Danielle: Yeah, yeah. >> Amazon Web Services, Google, Azure, Ecosystem, startups thinking differently, but everyone's agreeing, "Why aren't we doing this?" >> I think, like I said, I mean, people are like, you're such a visionary. And how did, why do you think this will work? I'm like, it's worked in every other industry. Am I really that visionary? And like, these are the three best tech companies in the world. Like, are you kidding me? And so I think we've shown the momentum here. I think we're looking forward to 2022, you know? And do we see 2022, you get to start planning this the minute we get back. Right? >> John: Yeah. >> Like I wouldn't recommend doing this in a hundred days again. That was a very painful, but you know, February, I was, there's a sign inside NWC, February 28th, right? We're talking seven months. You got to get going now. >> John: Let's get on the phone. (John and Dave talking at the same time) >> I mean, I think you're right on. I mean, you know, remember Skype in the early days? >> Danielle: Yeah, yeah, yeah, yeah. >> It wasn't regional. >> Danielle: Yeah. >> It was just plug into the internet, right? >> Danielle: It was just Skype. It was just WhatsApp. >> Well, this great location, and if you can get a shot, guys, of the people behind us. I don't know if you can. If you're watching, check out the scene here. It's winding down. A lot of people having happy hour now. This is a social construct here at Cloud City. Not only is it chock full of information, reporting that we're doing and getting all the data and with the presentations on the main stage with Adam and the studio and the team. This is a place where people are meeting and there's deals being done face to face, intimate relationships. The best of the best are here. They make the trek, so there's been a successful formula. Of course theCube is in the middle of all the action, which we love. We're excited to be back. I want to thank you personally while we have you on stage here. >> I want to thank you guys and the crew. The crew has been amazing turning out videos on short order. We have all these crews in different cities. It's our own show has been virtual. You know, Adam's at Bristol, right? We're here. This was an experiment. We talked about this a hundred days ago, 90 days ago. Could we get theCube there and do the show, but also theCube. >> You are a visionary. And you said, made for TV hybrid event with your team, reduced television shows, theCube. We're digital. We love you guys. Great alignment, but it's magical because the content doesn't end here. The show might end. They might break down the beautiful plants and the exhibits, but the community is going to continue. The content and the conversations. >> Yeah. >> So. >> We are looking forward to it and. >> Yeah, super-glad, super-glad we did this. >> Awesome. Well, any final moments that you would like to share? And the last two minutes we have, favorite moments, observations, funny things that have happened to you, weird things that have happened to you. Share something that people might not know or a favorite moment. >> I think, I mean I don't know that people know we have a 3D printer in the coffee shops, and so you can upload any picture, and there are three 3D printing coffee art, right? So I've been seeing lots of social posts around people uploading their, their logos and things like that. I think Jon Bon Jovi, he was super-thankful to be back. He thanked me personally two different times of like, I'm just glad to be out in front of people. And I think just even just the people walking around, thank you for being brave, thank you for coming back. You've helped Barcelona, and we're happy to be together even if it is with masks. It's hard to do business with masks on. Everyone's happy and psyched. >> The one thing that people cannot do relative to you is they cannot ignore you. You are making a great big waves. >> Danielle: I shout pretty loud. It's kind of hard to ignore me. >> Okay, you're making a great big wave. You're on the right side, we believe, of history. Public cloud is driving the bus down main street of Cloud City, and if people don't get out of the way, they will be under the bus. >> And like I said, in my keynote, it's go time. Let's do it. >> Okay, thank you so much for all your tension and mission behind the cloud and the success of... >> Danielle: We'll do it again. We're going to do it again soon. >> Ketogi's hundred million dollar investment. Be the CEO of Togi as we follow that progress. And of course, Telco D. R. Danielle Royston, the digital revolution. Thanks for coming on theCube. >> Thank you, guys. It was super-fun. Thank you so much. >> This is theCube. I'm John Furrier with Dave Vellante. We're going to send it back to Adam in the studio. Thanks the team here. (Danielle clapping and cheering) I want to thank the team, everyone here. Adam is great. Chloe, great working with you guys. Awesome. And what a great crew. >> So great. >> Thank you everybody. That's it for theCube here on the last day, Wednesday, of theCube. Stay tuned for tomorrow, more action on the main stage here in Cloud City. Thanks for watching.

>>Okay. Okay. We're back on the cube here in cloud city. I'm John Farah, David latte. Thanks Adam. And guys in the studio. Awesome stuff. Dave mobile world Congress is happening. It's basically a hybrid show. Mostly virtual. Actually the physical action is a lot of booths. Cloud city is tricked out, big time made for TV. The cubes, obviously here, we've got the main stage with Adam and crew, Chloe and team, and it's pretty, pretty cool. Cloud cities, thematic John, we're going to see the next decade be about the cloudification of telco and major, major portions of telco. We're going to move to the cloud. It's very clear. And especially the front end stuff, a lot of the business support systems, some of the operational systems are going to go. When you're seeing that, you're seeing that with Amazon, you're seeing Microsoft, you're seeing Google. They're all moving in that direction. >>So it's inevitable. And I just love the fact that events are back. That's a game changing statement. Mobile world. Congress is not going to go away. There's no way they're going to let this event slide by. Even though we're coming out of the pandemic, clearly Bon Jovi was here. He said, quote, we met him last night, face to face. He's like, go Patriots. Hope they have a good season. This year. He's a big Patriots fan. He said, it's going to be better. This could be better. But he also said he it's the first time he's performed in a year and a half in front of all excited. He wasn't calm, small little intimate crowd. Again, look behind this. You can see the cloud city. This is really built out extremely well. A lot of executives here, but the content has been awesome here, but also remote. We've been bringing people in live remotes and we also had some prerecorded assets that we have. And we've got one here from Booz Allen, who I had a conversation with earlier in the month and grab some time to talk about the impact of 5g telecom and how it relates to national security for cover mints and society. And so let's take a look at that video right now. >>Hi, welcome to the cube conversation here in the cube studios in Palo Alto, California, I'm John for a, your host had a great conversation with two great guests gonna explore the edge, what it means in terms of commercial, but also national security. And as the world goes digital, we're going to have the deep dive conversation around, um, how it's all transforming. We've got Kate Lee, vice president Booz Allen's digital business. Kate. Great to have you, uh, John Paisano principal at Booz Allen's digital cloud solutions. Gentlemen, thanks for coming on. So one of the most hottest topics, obviously besides cloud computing, having the most refactoring impact on business and government and public sector has been the next phase of cloud growth and cloud scale, and that's really modern applications, um, and consumer, and then here, uh, for national security and for governments here in the U S is in the military impact. >>And as digital transformation starts to go to the next level, you starting to see the architectures emerge, where the edge, the IOT edge, the industrial IOT edge, or any kind of edge concept 5g is exploding, making that much more of a dense, more throughput for connectivity with wireless. You've got Amazon with snowballs, snowmobile, all kinds of ways to deploy technology. That's it like and operational technologies it's causing quite a cloud operational opportunity and disruption. So I want to get into it. Let's key. Let's start with you. I mean, we're looking at an architecture, that's changing both commercial and public sector with the edge. What are the key considerations that you guys see as people have to really move fast and this new architecture of digital, >>Which I think is a great question. And, um, if I could just, uh, share our observation on why we even started investing in edge, um, you mentioned cloud, um, but as we've reflected upon kind of the history of it on you to take a look from mainframes to desktops, to servers, to a cloud, to mobile, and now I have a T what we observed was that, um, industry investing in infrastructure led to kind of an evolution of, uh, uh, of it, right? So as you mentioned with industry spending billions on IOT and edge, um, we've just feel that that's going to be the next evolution. Um, if you've take a look at, um, you mentioned 5g, I think 5g will be certainly, um, an accelerator to edge, um, because of the, the resilience, the lower latency and so forth, but, um, taking a look at what's happening in space, you mentioned space earlier as well, right. >>Um, and, uh, what, uh, Starlink is doing by putting satellites to actually provide transport into the space. Um, we're thinking that that actually is going to be the next ubiquitous thing. Once transport becomes ubiquitous, just like cloud allows stores to be ubiquitous. We think that, you know, the next generation internet will be space-based. Um, so when you think about it, um, connected, it won't be connected servers per se. It will be connected devices. Um, so, uh, that's kind of, you know, some of the observations and why we've been really focusing on investing in, in edge. >>Awesome. I'd love to sh to, uh, continue the conversation on space and the edge, um, and super great conversation to have you guys on and really appreciate it. I do want to ask you guys about the innovation and the opportunities, uh, this new shift that's happening is the next big thing is coming quickly and it's here on us and that's cloud. I call it cloud 2.0, the cloud scale, modern software development environment, uh, edge with 5g changing the game. I key, I completely agree with you. And I think this is where people are focusing their attention from startups to companies that are transforming and repivoting, or refactoring their, their, uh, existing assets to be positioned. And you're starting to see clear winners and losers as a pattern emerge, right? You gotta be in the cloud, you gotta be leveraging data. You gotta be, uh, horizontally scalable, but you've gotta have AI machine learning in there with modern software practices that are secure. >>That's the playbook. Some people are it, some people are not getting there. So I got to ask you guys, you know, as telcos become super important and the ability to be a telco. Now, we just mentioned standing up a tactical edge, for instance, uh, launching a satellite couple of hundred K you're going to launch a cube set. Um, that could be good and bad, right? So, so, you know, the telco business is changing radically cloud telco cloud is emerging as an edge phenomenon with 5g, certainly business commercial benefits, more than consumer. How do you guys see the innovation and disruption happening with telco? >>Um, you know, as we think through, um, cloud to edge, um, one thing that we realized, because our definition of edge, John was actually at the point of data collection, right on the sensor themselves, others definition of edge is we're a little bit further back when we call it the edge of the it enterprise. Um, but you know, as we look at this, we realize that you need, you needed this kind of multi echelon environment, right? From your cloud to your tactical clouds, right. Where you can do some processing and then at the edge themselves, really at the end of the day, it's all about, I think, data, right? I mean, everything we're talking about is still all about the data, right? The AI needs to Dane, the telco is transporting the data. Right. And so, um, I think if you think about it from a data perspective, in relationship to telcos, right, one edge will actually enable a very different paradigm in a distributed paradigm for data processing. Right. So instead of bringing the data to some central cloud, right. Um, which takes bandwidth off your telcos, push the products to the data, right. So mitigate, what's actually being sent over to those telco lines to increase the efficiencies of them. Right. Um, so I think, you know, at the end of the day, uh, the telcos are gonna have a pretty big, uh, component to this, um, even from space down to ground station, right. How that works. Um, so, um, the, the network of these telcos, I think, are just going to expand >>John, what's your perspective. I mean, startups are coming out. The scalability speed of innovation is a big factor. The old telco days had like, I mean, you know, months and years, new towers go up and now you've got backbone. You've got, you know, it's kind of a slow glacier pace. Now it's under siege with rapid innovation. >>Yeah. So, um, I definitely echo the sentiments that Q would have, but I would also, if we go back and think about the digital battle space and what we've talked about, um, faster speeds being available, you know, in places it's not been before is great. However, when you think about basing an adversary, that's a near peer threat. The first thing they're going to do is make it contested congested, and you have to be able to survive. I, while yes, the, the pace of innovation is absolutely pushing comms. The places we've not had it before. Um, we have to be mindful to not get complacent and over rely on it, assuming it will always be there because I know in my experience wearing the uniform and even if I'm up against it adversary, that's the first thing I'm gonna do is I'm going to do whatever I can to disrupt your ability to communicate. So how do you take it down to that lowest level and still make that squad, the platoon, whatever that structure is, you know, continued some survivable and lethal. And so that's something I think, as we look at the innovations, we need to be mindful of that so low. And I talk about how do you architect it? What services do you use? Those are all those things that you have to think about. What if I lose it at this echelon? How could, how do I continue to mission? >>Yeah. It's interesting. Mean if you look at how companies have been procuring and consuming technology key, it's been like siloed. Okay. We've got a workplace workforce project, uh, and we have the tactical edge and we have the, you know, siloed it solution when really work in play, whether it's work here. And John's example is the war fighter. And so his concern is safety is his life. Right. And, and protection, the department has to manage the coms. And so they have to have countermeasures and contingencies ready to go. Right. So all this is integrate integrated. Now it's not like one department it's like, it's it's together. >>Yeah. Do you, I mean, you're, you're, uh, I love what you just said. I mean, we have to get away from this siloed siloed banking. Um, not only within a single organization, but across the enterprise. Right. Um, you know, from a digital battlefield perspective, you know, I, you know, it's a joint fight, right. So even across these enterprise of enterprises, right. So I think you're spot on. We have to look horizontally, uh, we have to integrate, we have to inter-operate. Um, and, and by doing that, that's where the innovation is also going to be accelerated too. Right. Not reinventing the wheel. >>Yeah. You know, I think the infrastructure edge is so key. It's going to be very interesting to see how the existing incumbents can handle themselves. Obviously the towers are important. Five GLC has much more, more deployments, not as centralized in terms of the, of the spectrum. Uh, it's more dense. It's gonna create more connectivity options. Um, how do you guys see that impacting? Because certainly more gear, like, obviously not, not the centralized tower from a backhaul standpoint, but now the edge, the radios themselves, the wireless, uh, uh, uh, transit is key. Um, that's the real edge here. How does, how do you guys see that evolving? >>So, um, you know, we're seeing, uh, we're seeing a lot of, um, innovations actually through small companies. We're really focused on very specific niche problems. I think it's a great starting point, um, because what they're doing is showing the art of the possible, right. Um, because again, we're in a different environment now there's different rules, there's different capabilities now, but then we're also seeing, you mentioned earlier on, um, uh, some of the larger companies, Amazon and Microsoft also investing, um, as well. Right. So, um, I think the merge of the, you know, are the unconstrained are the possible right by these small companies that are, you know, just kind of driving, you know, uh, innovations, uh, supported by the, the, the maturity and the, the, the heft of these large companies who are building out kind of these, um, pardoned kind of, uh, capabilities. Um, they're going to converge at some point, right. Um, and, and that's where I think they want to get further innovation. >>Well, I really appreciate you guys taking the time. Final question for you guys, as people are watching this, a lot of smart executives and teams are coming together to kind of put the battle plans together for their companies, as they transition from old to this new way, which is clearly cloud-scale role of data. We've got them, we hit out all the key points. I think here, as they start to think about architecture and how they deploy their resources, this becomes now the new boardroom conversation that trickles down and includes everyone, including the developers. You know, the developers are now going to be on the front lines. Um, mid-level managers are going to be integrated in as well. It's a group conversation. What are some of the advice that you would give to folks who are in this mode of planning, architecture, trying to be positioned to come out of this pandemic with a massive growth opportunity and, and to be on the right side of history? What's your advice? >>Um, this is a quick question. Um, so I think, um, you, you touched upon it. Um, one is take the holistic approach. Uh, you mentioned orchestras a couple of times, and I think that's, that's critical understanding, um, how your edge architectures will let you connect with your cloud architecture. So they're, they're not disjointed, right? They're not siloed, right. They're interoperable, they integrate. So you're taking that enterprise approach. Um, I think the second thing is be patient. Uh, it took us some time to really kind of, and we've been looking at this for, uh, about three years now. Um, and we were very intentional in assessing the landscape, how people were, you know, um, discussing around edge, um, and kind of pulling that all together, but it took us some time to even figure it out, kind of, Hey, what are the use cases? How can we actually apply this and get some ROI and value, um, out for our clients? Right. So being a little bit patient, um, in thinking through kind of how you can leverage this and potentially be a disruptor, >>John, your thoughts on advice to people watching as they try to put the right plans together to be positioned and not foreclose any future value. >>Yeah, absolutely. So, in addition to the points, the key res I would, number one, amplified the fact of recognize that you're going to have a hybrid environment of legacy and modern capabilities. And in addition to thinking, you know, open architectures and whatnot, think about your culture, the people, your processes, your techniques, and whatnot, and your governance. How do you make decisions when it needs to be closed versus open? Where do you invest in the workforce? What decisions are you going to make in your architecture that drive that, that hybrid world that you're going to live in? All those recipes, you know, patients open all that, that I think we often overlook the cultural people aspect of, you know, upskilling it, this is a very different way of thinking on modern software delivery. Like, how do you go through this lifecycle? How's security embedded. So making sure that's part of that boardroom conversation >>Back day, this is a great interview. We just had with Kaley for Booz Allen reason, why I wanted to bring that into the cube programming this week was because you heard him saying ivory cloud. You heard him say public cloud innovation, edge, all elements of the architecture. And he says, we are learning and it takes patience. And the other thing that he was hyper focused on was the horizontal scalability, not silos. And this is an architectural shift. Who's Alan again, premier firm, and they're doing like killer work. Those guys are amazing. So this brings up the whole theme here, which is you got to nail the architecture. If you don't know what checkmate looks like, don't play chess. That's what I always say. Well, you don't know what the game is, don't play it. And I think the telco story that we hear from Dr is that these guys don't know the game. >>Now I would question that Amazon and others think they do because as they're all partnering with them, yeah, Amazon's got great partnerships. Google just announced a partnership with Ericsson goes on and on. I think anything that can move into the hybrid cloud, Ken should and will that'll happen, but there's some stuff that's going to take some time. Maybe we'll never move. You see that with mainframes. But what they'll do is they'll put an abstraction layer around it and it's got to communicate. And I think the big question is, okay, is it going to be the cloud stack coming on prem, which I think is going to happen, or is it going to be the reverse? And I would bet on the former, well, you know, we've been covering the cloud from day one. We've been part of that wave. We've had all the top conversations with Andy Jassy when, and he was just breaking through the growth. All the cloud players we've been there. We talked to all their customers. We have our finger on the pulse of cloud and we are in cloud city. Main street of cloud city is where all the action is. And the main stage is up there. Adam and team take it from here.

>>Back cubes back on day three here in cloud city, global world Congress. This is where all the action is. And this is the cube set. I'm John. We're here with Dr., who is the CEO of telco VR, as well as the CEO of Tacoma. Great to see you again. Hey, Hey, how are you guys? Good, great time. Great boat last night. Good industry executives. A lot of intimate high player players here in the industry, even though not a lot of attendance, but the right people are here and events are back. >>Yeah. Yeah. I think, um, you know, MWC was the first event to cancel with COVID in, uh, February of 20 end of February, 2020. So first big event to come back. It's such a nice symmetry. Um, yeah, typically you have big delegations, hundreds of people from the big groups coming to the show, we're seeing the executives are coming smaller delegations, but they're all in the booth and that we're having great conversations and it's awesome. >>Yeah. And the thing I will say is that the cubes back to we'd like them to be fee in here in the action. He says, one of the things that's happened with this hybrid events is that people are watching. And so there's a virtual space and the physical space and cloud city has built out paradise. It's beautiful and spectacular behind this. Look, you look around for the people who can't see, it's really made for the combination of onsite and virtual experience, the content, the people Bon Jovi last night, just, it's just the top of mobile world Congress. And it's translating to the industry. This has been amazing. So congratulations. Well, >>I think I got to say you have a lot to say as we all know. Yeah. But I think it was easy for the big guys. That's why we love you in the queue, but I think it was easy for the big guys to tap out and say, Hey, we can save a bunch more money. We don't really have much to talk about. Right. We're going to talk about again, let's talk about 5g revolution. Whereas, whereas the narrative here is all about the future and it's not about the future of blah, blah, blah. It's about the future. You know, this is the journey that we're taking and here's where it starting and with leaving the boat. >>Yeah. And I think what's really interesting about cloud city is the fact that we've brought these different players together that are all focused, as you said, on the, on the future. And I'm starting to see these connections where they're collaborating right vendors that didn't know each other probably would never have partnered before. Totally different areas. I'm hearing the conversation in the booth about like, Hey, I talked to Pete when security or I went and talked to, you know, LMX and we're putting deals together because we're complimentary and it's amazing. >>And integration partnership heard that from Google yesterday on our, our news exclusive break in there, they see integration. And they're talking about Android with Android, for mobile. They're seeing a whole new software paradigm coming into telephones it's partnership ecosystem and open. These are new kind of dynamics >>For you guys. When you say integration and open, I think those things are really paired and they're important. A lot of times telco people will hear integration, I'll think customization, right? Coding it up and customizing it so that they talk to each other. But I think the open part of that is really important where we're connecting via API APIs. And I think that's bringing in the hyperscalers, that's what they do. Right? They provide these systems and the software, it's all API base and you can use it very quickly and you can unravel it if you need to. It's feature velocity that we talked about a couple of days and automation >>Is the underpinning. I mean, that's really the theme, right? It's not like a one-off hardcore custom integration. That's gonna be, I have >>To upgrade every 18 months or whatever it is. Yeah. It's, it's alive. Yeah. >>How about Musk yesterday? I mean, he's always a crowd pleaser. First of all, my kids love him. He's crazy. >>I mean, he is amazing. >>He's he's, he's a builder. He takes no prisoners. He's just, you know what? My goal was not to go bankrupt. That's what he said a couple of years ago, which >>Was brilliant because everybody's gone bankrupt in that business. And he's just, you know, and he's just like, look it, we're here to >>Just want to chip away at it. And we're just going to keep striving, not making up excuses. He takes the failures, he takes the face plant. He gets back up and he keeps going. He's focused on buildings, >>Some one thing, right? He's not focused on everything. He's focused on getting to Mars. And I think that's what I like to compare myself to Elon Musk, right? Not that I'm building rockets or getting to Mars, but that the hard problem that I'm solving is getting telco to the public cloud. And that's going to take a decade. It might've been accelerated because of COVID, it might've taken 20 years and now it might take 10, but you look at what he does and that guy, he has, he has haters on Twitter there. Pew, pew always like throwing their bars, but he's like, I got, I got my rocket company. I got my, you know, communication and space company. We're going to need the bore holes, the boring company. I need batteries. I got my Tesla company. And so this guy focuses. He's got >>Some haters, but he's got a lot more lovers on his other side because people might not know this, but he fires entire PR department because he's like, I don't need PR. I'm just going to go do my own, his own PR actually the crypto, stuff's always fun. Goats, coins, >>Always a laugh. >>And it's just more of like playing watch this. >>I said, I live was interesting thing he did, but I think he illustrates the point of a new generation. And I think my young kids, not young, they're in their twenties. Now they look at him and they say, that's aspirational because he's building and he's not, he's focused on that one thing. And again, the growth that you mentioned telco to the cloud, thinking back to that, I want to ask you this growth question. It used to be like, okay, growth was there, people expand itself? Howard's networks were networks. Now it seems like the growth of telco for telco is going into what's the edge and all the open ranch stuff, which means that we need more infrastructure. Yeah. We need more stuff. There's more and more needed and there's grow. Find them. >>What's your, what's your, I think we need more software. Right. Software eats the world. Right. And it's, I mean, there was a lot of hardware to Trump in telco and it's just gonna keep eating it. Um, and that's just gonna accelerate. I think that's where tacos needs to start to build that muscle. They don't have great software capability. They don't have public cloud building capability. And so that's a big upskilling. That's a new hiring. And I think it's a, it's an executive conversation. It's not just an it thing or just a marketing thing. I got to chime >>In here for a second because there are a lot of parallels with how the data center transition has occurred. And what's happening here. We talk about all the time. It was a mainframe, et cetera. There are parallels. Yeah. And what happened when the data center went to software defined a whole bunch of hardware was allocated to run all the software defined stuff. It wasn't built for that. But the cloud, what you guys are doing with Togi and taken advantage of AWS is nitro and graviton. That's built to two V software defined. Correct. And so the telcos are going to go through the same thing. If they just virtualized, they're going to say, oh wow, we're wasting 30% of our power, our compute power on just supporting all this software defined stuff, because it wasn't built for that. But the cloud is built for that. And that is going to be a huge >>Difference. And I keep trying to make this distinction. And I think people in telcos still don't get this about the public cloud. They think of it as a place. It's a place to run a workload. And that tells me, they think of it as infrastructure. I think of it as servers still like, well, I'm going to run it in my closet. Or AWS has closet. I'm like, I was just having a conversation about this with a senior person from DSMA. I'm like, it's actually about the software. That's there. It's about the databases they're building and the analytics and the AI and ML that they let you buy by the minutes by the API call. And that is my, like, you need to think about that. Cause it's mindblowing, it's a totally different way. And you're >>Totally right. And just spend it again, give you props on this. I've had many one on with Andy gesture the past seven years, not for exclusives, but over the years it's been consistent. Each platform lifting and shift. Wasn't the end game. Okay. Replatforming in the cloud. Certainly a great advantage, a great starting point. It was the refactoring. And that's why you see Amazon web services. For instance, keep adding more services because that's the model. They keep offering more goodness so that the businesses could refactor, not just replatform. Yeah. And that's what you're getting. I think with the AI and machine learning where you start getting into these new use cases, but why couldn't do that before? Right? Right. This is going to be a huge >>Game changer. Forest Brazil, right? A great guy. A cloud guru wrote a great blog called a lift and shift is a ticking time bomb. And it's a great start to get your stuff over there. It forces your team to start to interact with like an AWS or GCP in a real way. Like now they, they gotta use it. You take it away. And I'm like, but once you move it, you got to read factor. You got to rewrite. And then that's why it's a ticking time bomb. You got to get, move it over and get you're going >>To rush him. Dr. Digital revolution of you are one. You got it here, tells the VR. And this has been a great experience for the cube. As we get back to business with real life events and virtual, the folks who couldn't make it here, Barcelona is still a great city, obviously a great place to come and events. We'll be back. There'll be hybrid. There'll be different. Certainly the queue we'll wait doubling down, but, but we've got a great video. I want to share with the group, the Barcelona and cloud city. This is a montage of what it's like here and a little experiential video. So they get away and run that video. >>Hi, I'm Katie Goldfinch here in Barcelona for an action packed day two at telco DER's cloud setting this morning, the focus was firmly on Dr. And her MWC keynote, which told telco exactly in no uncertain terms that now is the time to act on embracing public clouds back in cloud city content ruled the day with both the cube and cloud city life stages, hosting public cloud, thought-leaders covering a wide range of topics to educate and inspire attendees and in the beautiful space of cloud city, the excitement grew throughout the day. As we streamed MW cities, exclusive keynotes from Elon Musk and preparations got underway for tonight. Star performer, Jon Bon Jovi. Wow. What an amazing day from groundbreaking keynotes into space and back to a star studded performance. Don't forget. You can catch up on anything you missed and join us for the rest of the week@cloudcitydottelcor.com or following hashtag cloud Ceci. >>Yeah, that was a great look at what's going on here in cloud city. This next video, Dr. You're going to love this. Your keynote highlights and some Bon Jovi highlights, which by the way, was the most epic thing people were packed. It was excited. It was packed. It had the security flicking, peoples counting. All the people, people are standing back. All the people from their booths are all coming in to watch. He was pumped. Let's take a look at this awesome highlight video from yesterday isolation. >>Dave, that was a highlight reel yesterday. Um, VR has got some action on stage, great messaging, um, revolution, digital revolution. >>You know your comment about how you think like Elon Musk, that's an inspiration from it. I mean, what a lot of people don't know is when you look at autonomous vehicles, remember you're driving down Palo Alto, you see one of those LIDAR things he's doing away with lidars too expensive. It's $7,000. He's taken it with cheap cameras and software down to a couple hundred bucks per vehicle. That's the way he thinks. And you're doing the same thing to telco. >>I am, I am. I'm trying to change ELCA, right? I mean, he's changing the world. He might be one of the most important humans on earth right now. I don't think I'm exactly that level, but I'm trying to become a really important person to taco. We had this great message. I think it's going to help tacos get better businesses. And I think it's a great idea. >>The folks out there watching, what is that big change you're going to drive down this cloud city street, main street of cloud city and just all about cloud. Because public clouds here, it's going to become hybrid dynamics, operating models, and changing. What is the key message that you'd like to send me? >>I think all of the software in telco needs to be written. And that's how many millions of lines of code is that. And it's going to shrunk down and put out on the public cloud and rewritten using the software Legos of the public cloud. That is a big undertaking. No, one's working on it. I'm working on it. I'm doing it. >>Let's go do it. Let's do it. If you look out a couple of years, what would be a successful? What does checkmate look like in this >>I'm winning hashtag. I mean, I think it takes, again, it takes singular focus like Elon Musk on Mars. So when these to singularly focused on getting to the public cloud and you can't sit there and protect your old business models, your, you know, uh, CR revenue, if you're Amdocs, right? Give that up. When they start to give up their CR revenue to focus on public cloud, then they'll be okay. There's there's a worthy adversary out there really. >>I mean the late clay Christianson had all the same things. Innovator's dilemma. You just get stuck here. What do you do? You kill your own debris. You eat your own to bring in the new, I mean, all these things are going on and this is, this is a huge test. >>Have to be willing to burn some boats. >>I think it's transparency, simplicity, and the consumer saying, Hey, this is a great experience. That's the thing. Yeah. Right. And that's what we're going to see. Consumers >>Love their telco. I can't wait for that. I want to love my Netflix. Yes, exactly. >>We'd love you because you've got a bold vision. You putting it out there and you're driving it. You're walking the talk. Congratulations. And again, cloud cities, a home run. Great success. Thanks for >>Having me. It's always super fun. >>Okay. Cubes coverage here. And remember we're here getting all the action and it's all going to go online after the synchronous consumption. But right now it's all about mobile world Congress and cloud city. This is the action. And of course, Adam in cloud city studio was waiting for us and you're going to take it from here.

(upbeat music) >> Okay, thanks to the studio there for the handoff. Appreciate it, we're here for breaking news and it's exciting that we have Amol Phadke who's the Managing Director, Google is breaking some hard news here, Dave, so we want to bring him in and get commentary while we end out day two. Obviously, the story here is CLOUD CITY. We are in the CLOUD CITY. Amol, thanks for coming on remotely into our physical hybrid set here. Thanks for coming on. >> Thank you, John. I'm very excited to be here, virtually at MWC 21. >> Oh we got Bon Jovi ready to play. Everyone's waiting for that concert and you're the only thing standing between Bon Jovi and all the great stuff so. >> A lot of people watching. >> Thanks for coming on. Seriously you guys got some big news first Ericsson partners with you guys on 5G, platform deal with anthesis as well as open O-ran Alliance. You guys are joining huge testament to the industry. Obviously Google with all your innovation you guys have in the big three cloud hyperscalers. Obviously you guys invented SRE, so you know, you're no stranger to large scale. What's the news? Tell us why this Ericsson news is so important. Let's start with the Ericsson announcement. >> Sure, so, John, I mean, we are very excited today to finally bring to the market, the strategic partnership that we've been building with Ericsson for the last few months, the partnership, the reason we feel this is very important to the industry is we are actually doing this in conjunction with very large CSPs. So it's not done in isolation. You in fact saw in the press release that we have already launched something together with Telecom Italia in Italy. Because you will see that also in the press. And really the partnership is on three pillars. Number one, how can CSPs monetize 5G and Edge, which is a real team at the moment using Google Clouds solutions like the Edge computing platform and Anthos and Ericsson's cutting Edge 5G components, 5G solutions. And if we can onboard this together at the CSPs, such as Telecom Italia, that creates massive time to market efficiency. So that's point 1. Speed and agility is key John. But then point 2, it also unlocks a lot of Edge use cases for a bunch of verticals, retail, manufacturing, healthcare and so on. Which we are already starting to launch together with Ericsson. And so that's the second pillar. And then the final pillar of course, is this continuous wave of Cloud Native innovation that you just highlighted, John. We are going to try and double down on it between ourselves and Ericsson to really try and create this Cloud Native Application Suite for 5G over time. >> Talk about the innovations around Cloud, because the message we're hearing this year at Mobile World Congress is that the public cloud is driving the innovation and you know, I can be a little bit over the top and say, so the Telcos are slow, they're like glaciers, they move slow, but they're just moving packets. They are there, they're moving the network around. The innovation is happening on top. So there's some hardened operations operating the networks. Now you have a build concept, Cloud Native enables that. So you've got containers. You can put that, encapsulate that older technology and integrate it in. So this is not a rip and replace, someone has to die to win. This is a partnership with the Telco's. Can you share your thoughts on that piece? >> Spot on, John, spot on. We, we believe that it's a massive partnership opportunity. There's zero conflict or tensions in this sort of ecosystem. And the reason for that is, when you talk about that containerization and write once and deploy everywhere type architecture, that we are trying to do, that's where the Cloud Native be really helps. Like when you create Ericsson 5G solutions with the operators at Telecom Italia, once you build a solution, you don't have to worry about, do I need to go create that again and again for every deployment. As long as you have Anthos and Ericsson working, you should be able to have the same experience everywhere. >> Yeah, John and I talk all the time in theCUBE about how developers are really going to drive the Edge. You're clearly doing that with your Distributor Cloud, building out a Telco Cloud. I wonder if you could talk a little bit more about how you see that evolving and a lot of the AI that's done today is done in the cloud. A lot of modeling being done. When you think about Edge, you think about AI inferencing, you think about all these monetization opportunities. How are you thinking about that? >> Sure, so I think David first of all, it's a fantastic segue into how we are looking at analytics at the Edge, right? So we, we have realized that (connection disruption) is a very, very data computing, heavy operation. So certainly the training of the models is still going to stay in cloud for the foreseeable future. But the influencing part that you mentioned, is definitely something that we can offload to the Edge? Why is that so important? In the pandemic era think of running a shop or a factory floor, completely autonomously, needing zero minimal human intervention. And if you want to look at an assembly line and look at AI influencing as a way to find out assembly line defects on products and manufacturing. That's a very difficult problem to solve unless you actually create those influencing models at the Edge. So creating that ecosystem of an Ericsson and a Google Cloud and Telecom Italia type of carrier, gives you that Edge placement of the workloads that would fit right next to a factory floor in our manufacturing example. And then on top of that, you could run the AI influencing to really put in the hands of the manufacturer, a visual inspection capability to just bring this to life. >> Great, thank you for that and now the other piece of the announcement of course is the open, Open RAN. We've been talking about that all week. And you know, you well remember when Cloud first came out, people were concerned about security. And of course, now everybody's asking the question, can we still get the reliability and the security that we're used to with the Telcos? And of course over time we learned that you guys actually are pretty good at security. So how do you see the security component? Maybe first talk about the Open RAN piece, why that's important and how security fits? >> Sure, so first of all, Open RAN is something that we have taken great interest in the last year or so as it started evolving. And the reason for that is fairly simple Dave, this aggregation of networks has been happening for some time. In the radio layer, we believe that's the final frontier of sort of unlocking and desegregating that radio layer. And why is that so important? 80% of the operators spent globally is on radio across the entire infrastructure, 80% is on radio. If you disaggregate that and if you created synergies for your CSP partners and clients, that meant you have standard purpose hardware, standard purpose software with open interfaces, number one, massive difference in PCO. Number two, the supply chain gets streamlined and becomes a really, really simple way to manage a fairly large distribution, that's about to get larger with 5G and the capillarity that 5G needs. You're thinking of tens of thousands of micro cells and radio cells going everywhere. And having that kind of standardized hardware, software with open interfaces, is an extremely important cost dimension too. And on the revenue side, the things is that, the reason we got so excited with Open RAN was, you can now run a lot of API's on the radio net itself. That then suddenly brings a whole developer community on the radio layer. That then helps you do a bunch of things like closed loop automation for network optimization, as well as potentially looking at monetization opportunities by hyper personalizing yours and mine experiences at a device level, from the cell tower. And so that really is what is driving us towards this Open RAN type announcement. >> John: Amol, we've only got a minute and a half. I want to get your thoughts real quick on, on Open Source and the innovation. Danielle Royston, who's the CEO of TelcoDr. She's a keynote today. And she mentioned that the iPhone, 14 years ago was launched, okay. And you think about Open, and you mentioned proprietary with the 5G, and having O-RAN be more commodity and industry standard. That's going to lower the costs, increase the surface area of infrastructure. Everyone wins, 'cause everyone wants more connectivity options. Software is going to be the key to success for the telco industry, and Open Source is driving that. Is Android the playbook that you guys pioneered, obviously at Google with phones was very successful. How is that a playbook or an indicator to what could happen at Telco? >> Absolutely John and the parallel analogy that you raised is spot on. We believe in the Telco world Anthos multi-cloud as a unifying software development layer and the app development platform is the way that people will start to drive this innovation. Whether it's a radio or whether it's in the core or whether it's on the IT side of house. Same software running everywhere. That really allows you that whole CICD SRE type development models that we are familiar with, but on the telecom side. And that's where we are seeing some massive innovation opportunities for start, that would be for systems to come on. >> John: That's great stuff. And I was, just heard someone in the hallway just yesterday and say, you want to be the smartphone. You don't want to be the Blackberry going forward. That's pretty much the consensus here at Mobile World Congress. Amol, thank you for coming on and sharing the hard news with Google. Congratulations on the Ericsson Anthos platform deal as well as the Open Ran Alliance. Congratulations, good to see you. And by the way, you'll be keynoting tomorrow on theCUBE featured segments. So, watch that interview. >> Thank you John. Glad to be here. >> Thanks Amol. Managing Director, Telecom Industry Solutions at Google, obviously player, he's managing that business. Big opportunities for Google because they have the technology to get the chops Dave, and we're going to now, bring on Danielle Royston, she's here, I want to bring her up on the stage. Bon Jovi's about to go on, behind us, Bon Jovi's here. And this is like a nightclub, small intimate setting here in CLOUD CITY. Dave, Bon Jovi is right there. He's going to come on stage after we close down here, but first let's bring up the CEO of TelcoDR, Danielle Royston, great to see you. She's hot off the keynote. We're going to see you have a mic. Great to see you. >> Oh, it's great to be here, awesome. >> We are going to see you tomorrow for an official unpacking of the keynote but thanks for coming by and closing, swinging by. >> I know we're closing down the show. It's been a big, it's been a big day today at MWC and in CLOUD CITY. >> And Bon Jovi by the way. >> Day two, I mean really starting to get packed. >> And I mean, everyone's coming in, the band's warming up. You can kind of hear it. I think Elon Musk is about to go on as well. So I mean, it's really happening. >> A lot of buzz about CLOUD CITY out there in the hallway. >> Yeah, yeah. No, I mean, I think everyone's talking about it. I'm really, really excited >> Awesome. >> with how it's going, so yeah. >> Well, this is awesome, while we got you here, we want to put you to work being theCUBE analyst for this segment. You just heard Google. We broke them in for a breaking news segment. Obviously, so hard news Ericsson partnership. We're in the, actually former Ericsson booth. They're not even here, it's now the TelcoDR booth. But that's and then Open RAN again, Open Source. You got 5G, you got Open Source all happening. What's your take on this, as you're seeing this? >> Yeah, I think, you know, there's two big, and I talked about in my keynote this morning, there's two big technological changes that are happening in our industry simultaneously. And I don't think we could have had it--MWC 21 I certainly wanted to make it about the Public Cloud. I think I'm sort of successful in doing that. And I think the other piece is Open RAN, right? And I think these two big shifts are happening and I'm really thrilled about it. And so, yeah, we saw these two. >> I loved your keynote, we were here live Chloe was here filling in for Dave while Dave was going to do some research and getting some breaking stories. But you are on stage and, and we were talking, Chloe's like, these there's trillions of dollars, John on the table. And I was making the point, that the money's in the middle of the table and it's changing hands. If people don't watch it. And then you onstage said there's trillions of dollars. This is a real competitive shift with dollars on the table. And you've got cultural collision. You've got operators and builders trying to figure out, it feels like Dev Ops is coming in here. >> Yeah. >> I mean, what's the, what's the holistic vibe. What's the, what do you? >> Yeah, I think my message is about, we can use the software and specifically the software, the Public Cloud, to double your ARPU without massive CapEx expenditure. And I think the CSPs has always viewed to get the increase in ARPU, I got to build out the network, I got to spend a lot of money. And with these two technologies that require might be dropped. And then in exchange for doubling our ARPU, why not? We should do that absolutely. >> You know, your message has been pretty clear that you got to get on, on the wave. Got to ride the wave or become driftwood, as John said yesterday. And I think it's pretty, it's becoming pretty clear that that's the case for the Telcos. I feel like Danielle, that they entering this decade, perhaps with a little bit more humility than they have in the past. And then, you know, maybe, especially as it relates to developers, we're just talking about building out the Edge. We always talk about how developers are really going to be a key factor in the Edge and that's not a wheelhouse necessarily. But, obviously they're going to have to partner for that to have, they're going to have to embrace Cloud Native. I mean, it's pretty clear that your premise is right on. We'll see how long it takes, but if it, if they don't move fast, you know, what's going to happen. >> Well, I think you look at it from the enterprise's perspective. And we just heard Google talking about it. We need to provide a tech stack that the enterprises can write to. Now, historically they haven't had this opportunity. Historically that CSPs have provided it. Now you're going to be able to write against Google's tech stack. And that's something that is documented, it's available. There's developers out there that know it. And so I think that's the big opportunity. And this might be the, the big use case that they've been looking for with 5G and looking forward to 6G. And so it's a huge opportunity for CSPs to do that. >> I think that's an important point because you've got to place bets. And if I'm betting on Google or Amazon, Microsoft, okay, those are pretty safe bets, right? Those guys are going to be around. >> You think, I mean, they're like, no, don't trust the hyperscalers. And like, are you guys nuts? They're safe bets. >> Safe bets in terms of your investment in technology, now you've got to move fast. >> Yeah. >> That's the other piece of it. >> Yeah. >> You got to change your business model. >> Yeah, absolutely. >> Well, you got to be in the right side of history too. I mean, I mean, what is trust actually really mean? Does Snowflake trust Amazon? It sure did to get them where they are, but now they're looking at other options. >> That is a great example, John. It really is, because there's a company that can move fast, but the same time they compete, but the same time they add incremental value. >> And so here you can see the narrative like, oh no, we're partnering, Telcos aren't bad. No one needs to die to bring in the new. Well containers do, will help them manage that operational legacy, but culturally, if they don't move, they're going to have an asset that'll get rolled up into a SPAC or some sort of private equity deal. And because the old model of building CapEx and extract rents is kind of shifting because the value's shifting. So to me, I think this is what we're watching still kind of unknown. Danielle, love to get your thoughts on this, because if the value shifts to services, which is a consumption model like cloud, >> Yeah. >> Then you can, don't have to try to extract the rents out of the CapEx or, what's your thought, I mean. >> Yeah, I don't think you need to own the entire stack to provide value. And I think that's where we are today in Telco, right. There, I mean, nuts and bolts of the stack, the servers, you know, the cabling, everything. And I'm like, stand on the shoulders of these amazing tech giants that have solved, you know, mega data centers, right? Huge data centers at scale, and just leverage their investment and for your own benefit and start to focus, and we heard Amol talking about it, starts to focus on your subscriber and driving a great experience for us, right, yeah. >> Well, you've talking about that many times that you exhibit, you're right. If the conversation has been, has to go beyond, okay, we're just connectivity. It's got to be going to be like, oh, it's $10 a month for roaming charges, ah great. >> Yeah. >> Tick that box. Right, it's those value added services that you're talking about. And it's an infinite number of those that can be developed. And that's where the partnerships come in, and creativity in the industry. It's just a blank piece of paper. >> Well, we, you know, everyone thinks Google knows everything about you, right? We've had the experience on our phone where they're serving up ads and you're like, how did it? >> Facebook does? >> Right, Facebook. But you know who knows more about us than, than Google or your mother even, your Telco. >> Yeah. >> You take your phone with you everywhere, right? And so it's time to start unlocking all of that knowledge and using it to provide a really great experience. >> And by the way, congratulations on the CEO to Totogi and the investment hundred million dollars. That's a game changer statement again, back to the billing and the there's a good, there's a whole new team, even all up and down the stack of solutions, great stuff. And I want to unpack that tomorrow. I want to hold that, we're going to meet tomorrow. I want to, I want to, leave that here. >> Stay in the data for a second, because you made the point before in your keynote as well. That, it's that it's the data that drives the value of these companies. Why is it that Apple, Amazon, Google, Facebook now trillion dollar valuations. >> Yeah. >> It's all about the data and the Telco's have the data, but they can't figure out how to turn that into valuation. >> I think there's two parts of the data problem, which is number one, the data is trapped in on-premise, siloed systems that are not open. You can't connect them, and you certainly do it without, and we talked about it, I think yesterday, you know, millions of dollars of expenditure. And I think the other piece that's really interesting is that it's not connected to a mechanism to get it out in a timely manner, right? This is data that's aging by the minute. And when it takes you weeks to get the insight , it's useless, right? And so to Totogi, we announced the launch of Totogi, I'll get a little to Totogi plug in there, right. Totogi is connecting that insight to the charger, to the engagement engine and getting it out to subscribers. I think that's the beginning of this connection. I think it's a hard problem to solve it would have been solved already. But I think the key is leveraging the Public Cloud to get your data out of on-premise and, and mashing it up against these great services that Google and Azure and Amazon provide to drive it into the hands of the subscriber, make it very actionable, very monetizeable right at the end, that's what they want. More ARPU, more revenue, right. And you know, we've heard some keynotes from GSMA yesterday, some big, big guys, you know, talking about how, you know, it's not fair that these other communication platforms are not regulated. You know, Telco is heavily regulated and they're like, it's not fair. And I'm like, yep, it's not fair. That's life, right? >> Yeah. >> Stop complaining about it and start treating your customers better. So they're happy to give you more money. >> Yeah, and I think that's the message about the assets too. But one thing I will say, this Mobile World Congress, is that we've been having a lot of fun here in CLOUD CITY. I have to ask you a personal question. Have you been having fun? You look great on the keynote. You have a spring to your step. CLOUD CITY is beautiful, spectacular here. >> Yeah. >> Give us some highlights, personal highlights from your trip so far. >> Well number one, I'm, I'm psyched that the keynote is delivered in and done. I mean, I think it takes my blood pressure down a bunch. You know, the spring in my step, I wore these fun little tennis shoes and that was really fun. But yeah, I'm having, I'm having, I think a lot of things, great conversations. Yes the attendance is reduced. You know, usually you see hundreds of people from the big group carriers, especially the European groups. And yeah the attendance is reduced, but the senior guys are here, right? The senior leadership teams are in the booth. We're having meetings, we're having amazing conversations. I think the last year we really did live a decade in one year. I think they woke up to the power of the Public Cloud. >> Yeah, the pandemic helped. >> I mean, there was no way that they got business done without cloud based tools. And I think the light bulb went off. I think I'm right in the right moment. It's Awesome. >> Do you think that, do you think that they'll think in there, like left money on the table because you look at the pandemic, there were three categories of companies, losers, people who held the line, struggled and then winners. >> Yeah. >> Big time tale wind, booming. Obviously the Zooms of the world. Telco's did well. They were up and running, business was good. You think they might've left some money on the table? They could have done more. >> Yeah, I think the ones that were, you know, people talk about digital transformation. We're digital Telco, we're digitally enabled. And I think the pandemic really tested this, right. Can you deliver a contactless SIM? Or do you need to go to a store, in person, to get to go pick it up? And I had a broken SIM during the pandemic. My provider made me go to the store and I'm like, is it even open? And so I heard other stories of Telcos that were very digitally enabled, right. They were using Uber to deliver sims, and all sorts of fun, crazy stuff and new ideas. And they were able to pivot. >> Agile. >> Right, agile. And so I think, I think that was a really big wake up call. >> Telemedicine booming. >> So If you were in a digital business during the pandemic. In general, you're out of business, maybe unless you were a Telco, but I think you're right. I think the light bulb went off. It was an aha moment. And they said, oh-oh, if we don't move. >> I mean, I am not kidding right. As an ex-CEO where I was trying to collect signatures on renewals, right. Here's a DocuSign, which for the world is like, duh. I mean, our school uses DocuSign. I had telcos that required an in-person signature, >> Facts. >> Right, in some country, once a month on Tuesday between 10 and 2. And I'm like, how are you doing business, like that? That's like the dark ages. >> Yeah, this is where the crypto guys got it right, with know your customer. >> Yeah, right. >> 'Cause they have the data. >> Well, they had to, they had to. >> Yeah. >> There's a lot of things that's going wrong on crypto, we don't want to, we could do a whole show on that. But Danielle great to have you drop by, obviously Bon Jovi's here. How did you get Bon Jovi? Huge fan, New Jersey boy, Patriot's fan. >> Yeah. >> Dave, we love him. >> Fantastic. >> Well, I mean, who doesn't love Bon Jovi, right? We knew we wanted a rocker, right. Rock and roll is all about challenging the status quo. That, I mean, since the beginning and that's what we're doing here, right. We're really challenging like the way things have been done in Telco. Kind of just shattering the glass ceiling in lots of different ways, right. Calling the old guys dinosaurs. I'm sure those guys love me, right. I mean, how much do they hate me right now? Or they're like that girl, oh, so. >> Well we are punk rock. They're rock and roll. >> Right, right. I mean, maybe we should have gotten The Clash, right. Black Flag, right. I'm a little bit older than you. >> Bon Jovi's good. >> Right, we'll go with Bon Jovi. >> We like both of them. >> Accessible, right. >> Once's more conservative rock and roll still edgy. >> Yeah, so really excited to get them here. I've met him before. And so hopefully he'll remember me. It's been a couple of years since I've seen him. So can't wait to connect with him again. I think we have Elon Musk coming up and that's going to be, it's always exciting to hear that guy talk, so yeah. >> Yeah, he's going to be inspiration he'll talk space, SpaceX, >> Oh yeah. >> And possibly Starlink. >> Talking about the edge. >> Starlink, right. >> Starlink. >> I mean, those guys are launching rockets and deploying satellites and I think that's really interesting for rural. For rural right in Telco, right. Being able to deploy very quickly in rural where the, maybe the cost, you know, per gig doesn't make sense. You know, the cost for deployment of tower, I think. I mean, that's an interesting idea right there, yeah. >> It's exciting, he's inspirational. I think a lot of people look at the younger generation coming in and saying why are we doing things? A lot of people are questioning and they see the cloud. They're saying, oh, A or B, why are we doing this? This is such an easier, better way. >> Yeah. >> I think eventually the generation shifts in time. >> It's coming. I'm so excited to be a part of it, yeah. >> Great, great leadership. And I want to say that you are real innovative, glad to have us here and presenting with you here. >> Awesome team. >> I'm excited to have you guys. We talked last night about how great this partnership is, so thank you so much, yeah. >> TheCUBE, theCUBE's rocking inside the CLOUD CITY. The streets of the CLOUD CITY are hustling and booming. >> Packed. >> Packed in here. All stuff, great stuff. Thanks for coming on. >> Yep, thanks so much. >> Bon Jovi is here, we got a shot of Bon Jovi. Do we have a screenshot of Bon Jovi? >> Yeah, there it is. >> There it is, yeah. >> Okay, he's about to come on stage and we're going to take a break here. We're going to take and send it back to Adam and the team in the studio. Thanks guys.

>>Hello everyone. Thank you, add appreciating the studio. We're here at the cube here in cloud city telco DRS Cloud city. I'm Jeffrey Day Volonte. We're here for the next three days. Wall to wall live coverage. It's a physical event with a virtual program. It's hybrid. We're here with Daniel Royston, the Ceo of telco D. R. And the acting Ceo Toby, which is announced today. Great >>to see you. It's awesome to see you guys. >>Awesome to see how you doing, how you >>Feeling? I'm feeling congratulations. Right. 101 days ago, I didn't even think this doesn't exist. Right. And we got in contact with you guys and we said we knew there was always going to be a big virtual component and we invited you guys and here we are together. It's insane. >>Well we did the preview videos, but we're kind of walking through and document in the early stages. It all came together beautifully spectacular For the folks watching behind us is the most spectacular build out clouds. It's an ecosystem open concept. It feels like the Apple store meets paradise. Of course. We got the cube here in the set and we got the studio with all the command and control of adam there. So I gotta ask you with the connected keynotes going on right now. The connected world. Yeah. It's connected. We all know that everyone knows that what's, what's different now real quick before we get into the program, what's going on? >>Yeah. I think a big part of my messages and advocating it's more than just the network, Right? And I think telcos forever have relied on. That's all it is. That's what it's about. And I'm like, nope, you guys got to start focusing on your subscribers, right? And so the over the top players keep coming in and siphoning away their revenue and it's time for them to start focusing on us, right and making experience great. And I think that's what this is all about. >>So we're gonna get the news but I want to toss it to Katie. The roving reporter is going to give it a detail on how it all came together. So Katie take it away. >>Mhm We're here in Barcelona and so excited to be back in this beautiful city over at the convention center. The team is working hard putting the finishing touches to tell Cody are amazing cloud city booth at MwC Barcelona 2021. I'm sure you know the story of how this all came together as one of the biggest vendors Erickson pulled out of M. W. C. With just over 100 days until the start of the event. When this happened last year, it kicked off a tidal wave of departures and MwC was called off this year. We all wondered if MWC was going to be cancelled again and that's when Daniel Royston Ceo of Telco D. R. And Tito G swooped in and took over the booth all 6000 square meters of it. The plan turn the booth into cloud city, the epicenter of public cloud innovation at MWC crews have been working around the clock. Over 100 and 50 people have been on this construction site for over three weeks with covid testing every day to prevent outbreaks during the build and in 100 days, it's become just that Cloud city has over 30 vendors presenting over 70 demos with 24 private meeting areas. Cloud City Live is a virtual showcase and live broadcast studio featuring 50 guests from cloud Thought leaders around the world. They have telepresence robots for a more personalized experience and the Cloud city quest game with a chance to win more than $100,000 to gain access to live streams of our nightly concerts with rosario flores and rock legend Jon bon Jovi. And don't forget to visit cloud city dot telco D R dot com to join in on the fun Daniel Royston and Nacho Gomez, founder and Ceo of one of the key vendors in the construction of the booth gave us a behind the scenes tour of the booth. >>Nacho. We did it. Yeah, we did. It can't even touch because of Covid. Yeah, but look what we did. But right, 100 days ago I called and I said I'm taking over the Ericsson booth. What did you think? I know you were crazy but just a little bit crazy, realized that you were mortgages than I thought. So at the very, at the very beginning I thought, yeah, she's crazy. But then I couldn't sleep that night. But the next uh then I realized that it was a very good it's a great idea. Yeah super smart. So yeah we're gonna show everyone toward the booth. Yeah let's go. Let's go. Okay So how do we build such an amazing, beautiful building now? So this is we've made building inside a book. So it was very hard to find a glassful of facade. The roof is around 24 tones. Yeah so it's crazy crazy but we made it work and it's totally amazing. Yeah. Do you want to go to tragedy life? Do let's go. Okay so here we are Cloud city live. I know we're producing a whole live streaming tv show. We always knew because of covid that not everyone will be able to come to Mwc as we wanted to make sure that people can learn about the public cloud. So over here we have the keynote stage, we're gonna have awesome speakers talking all throughout M. W. C. People from AWS Microsoft, google vendors companies. So really really great content. And then over there we have the cube interviewing people again 15 minute segments, live streaming but also available on demand. And you can find all of this content on cloud city. Tell Cody are calm and it's available for anyone to you. Well, a lot of content. And what about the roberts? I never get them out. Come on. We remember 100 days ago we were locked down. So we came up with the idea of having robots for the people who cannot attend in person. I know right. We always knew that there was gonna be a big virtual component to MWC this year. So we bought 100 telepresence robots. It's a great way to have a more personal experience inside the boot. Just sign up for one on cloud city dot telco D r dot com and you can control it yourself. Right? So today we have Nikki with us, who's dialing in from the Philippines in Manila? Hello, Nicky. Hi there, how are you? I were great. Can you show us a twirl all gaining on us? Super cool. Yeah, it is. What an experience. So Nikki robots are not the only cool thing we have in cloud city. We also have super awesome concert. We have rosario flores on monday. Who's a latin grammy award winner. We have Jon bon Jovi, Jon bon Jovi on Tuesday, can't be changing telephone that a little bit of rock n roll and that's Tuesday. And on Wednesday we have DJ official, it's going to be a super party. Now if you play our cloud city quest on cloud city telco D R dot com you can participate in a live streaming concert and so I know a lot of people out there have been a lockdown. Haven't been able to be going to concerts. Things from austin texas, which is the live music capital of the world, How to have music. It would be so exciting is gonna be great. I'm getting hungry. Why don't we go to the restaurant? Let's go eat. Let's go. Yeah, Here is our awesome restaurant. I know it's called Cloud nine. Right? It's a place to come and sit down and relax now. Barcelona is known for its great food and I'm a foodie. So we had to have a restaurant. Should we go check out my secret bar? Let's go. Mhm. Yeah, here >>thanks to a R. And thank you Nacho if you're watching this at home, I'm so sorry you can't join us in person. However, let's not forget this is a hybrid event meaning we're bringing all the public cloud action right to you wherever in the world you might be. This includes the Pact cloud city live program. We've partnered with the cube Silicon angle Media's live streaming video studio to make sure that all of the keynotes, panel discussions, demos, case studies interviews and way more are available on demand so you can watch them whenever and wherever you want or you can live stream and enjoy all things cloud city as and when they happen. So for those of you not able to join us in, Barcelona, be sure to log in to cloud city live and catch all the action and don't miss the awesome concert Tuesday night with Jon bon Jovi available for free. If you participate in our cloud city quest game, I'll be here throughout MWc bringing you reports and updates. Stay >>tuned. Yeah. >>Mhm. Okay, we're back here on the cube on the floor at mobile world congress in cloud city telco DRS clouds. They were here with D. R. Of telco, D R. Danielle Rice and great to see you back, we're back. So the keynotes going on connected world, the big news here, I'll see the open shift that's happening is going open. Open ran, it's been a big thing. Open ran alliance. You're starting to see the industry come together around this clear mandate that applications are gonna be cloud native and the public cloud is just coming in like a big wave and people are gonna be driftwood or they'll be surfing the wave. Yeah, this is what's happening. >>Yeah, I think public cloud is an unstoppable megatrend. It's hit every other industry regulated industries like banking, right? Top secret industries like government. They all use the public cloud tells us the last, you know, standing old school industry and it's coming and I don't think we could have had an MWc without talking about open man. That's the other major shift. And so we're bringing both of those ideas here together in cloud city. So >>the big theme is telco transformation. Maybe we could start with the basics like paint a picture of what the telco infrastructure looks like, particularly the data center stuff because they all have big data centers >>because that's >>those are the candidates to go into the cloud explained to the audience. >>Well, do you have a time machine? I think if any of us were in tech in the late 90s and early 2000s, that's what telcos like today. Right. So for people outside of the industry don't know right there mostly still managing their own data centers, they're just sort of adopting virtualization. Some of the more advanced telcos are mostly virtualized public cloud. Is this idea that like this advanced thought and so yeah, I mean things are on premise, things are in silom, things don't use a P. I. S there all integrated with custom code. And so the transformation, we can all see it because we've lived it in other industries. And I'm bringing that to telco and say come along for the ride. It totally works and it's gonna be amazing. >>So it's hardened purpose built infrastructure. Okay. That ultimately parts of that need to go to the public cloud. Right. What parts do you see going first? >>I think all of it. Really. Yeah. And I think when you look at like dish in the W. S. Which was an announcement that came out about two months ago. Right. I mean dish was doing all these are FPs. Everyone knew about it. They were looking for a cloud native software and no one knew what they were. They knew a big part was open man. But their coupling open ran with AWS and deploying their parts of their network onto the public cloud and the whole industry is like wait we thought this was years away, right? Or number two, you're crazy. And I'm saying this is what I've been talking about guys. This is exactly what you can do, leverage the Capex over. Let's see. I think Amazon did $100 billion 2020 right, leverage that Capex for yourself. Get that infinite scalability right? It's going to, well we >>have, we have a saying here in the queue, we just made this up called D. R. That's your initial tucker. The digital revolution and the three Rs reset re platform and re factor. I think the observation we're seeing is that you're coming in with the narrative what everyone's kind of like they're waking up because they have to reset and then re platform with the cloud. But the opportunity is gonna be the re factoring, You're seeing the public cloud, do that already with the Enterprise Enterprises. Already re factoring has done that. Already done that now. Telcos the last area to be innovated by the cloud. >>Yeah, I think there's old school big, we're kind of on a hollowed ground here in the Ericsson booth that I took over, right? They bailed and I kind of made fun of them. I was like, they don't have anything to say, right, They're not going to go to the show. I'm like, this is this is a revolution that's happening in telco and I don't think the big guys are really interested in rewriting their software that frankly makes them billions and billions of dollars of revenue. And I'm like to use the public cloud. All of the software needs to be rewritten needs to be re factored and you've got to start training your teams on how to use it. They don't have any capability. The telcos, in terms of those skills hire the right people, retrain your teams, move your applications, rewrite them. And I think that's what we're talking, this is not a short journey, this is a 10 year journey. So >>let's fast forward to the future a little bit because when I look around cloud city, I see ecosystem everywhere. So as you well know, the telcos have generally done a poor job of attacking adjacent seas. So my question is can they go beyond should they go beyond connectivity or is that going to be the role of the ecosystem? >>Yeah, I think it's time that the telco starts to focus on their subscriber, right? It's been really easy for them to rely on the oligopoly of the network, Right? The network, we live in the United States, we see the 18 T Verizon T mobile five G network, five G network. Like what about us? Right. And it's really easy for the over the top players right, that come in and they're always, telcos are always complaining about being coming dumb pipes and I'm like, you don't focus on the customer, we would rather buy from an Apple and amazon if they provided a mobile service because the customer experience will be better. Right? They need to start focusing on us. They have great businesses but they want to make them better. They need to start focusing on the subscriber, so >>it's a partnership with the ecosystem then for them to go beyond just straight connectivity because you're right, those are the brands that we want to do business >>with. You know, there was a great survey, Peter Atherton who will be talking as a speaker I think um I can't remember when he's talking but he was talking about how there was a survey done, where would you rather get your mobile service from? And it had a couple of big names in telco and then of course the obvious, you know, consumer brands, the ones that we all know and it was like overwhelmingly would rather buy from an amazon or an apple. And I'm like, this is like if you guys don't change, right, if telco doesn't change they keep rolling out 60 and blah blah blah. It's about the network and I don't start making about the subscriber right? Those revenues are going to continue to erode and they just sit there and complain about the O. T. T. Players. Like it's time to fight back. Yeah, I own the subscriber >>relationship. It's a digital revolution and I think This event really encapsulates in my mind this hybrid world here because it's physical events back. It's been since 2019 winter that this event actually happened. >>Well no it was even longer than, well I guess winter it was February of 19, right? And so like you look at ericsson and some of the big names that dropped out of the show, the time they come back, three years will have passed three years, right? This is how you feel your sales funnel is how you connect with your customers right? Tokyo is a very global, you know experience and so you gotta, you gotta get in front of people and you got to talk a >>lot of change to its happened, look at just what public clouds done in 2.5 years. You imagine three years being just >>gone, right? And I think a lot of people back to edition A. W. S. I think the industry was a little bit surprised by that announcement. So I've been telling executives if you were surprised by that, if you think that's, you know, if you don't know how that's gonna work, you need to come to cloud cities, you start meeting all the vendors are here. We have over 30 vendors, 70 demos, right? People who are pushing the technology forward, you need to learn what's going on here. We have several dish vendors here. Come learn about open rand, come learn about public cloud. So >>we're tight on time today, but we're going to have you back and we want to get into the tech, Get it to open, ran a little bit, get into what 5G and beyond and how we're going to take advantage of that and monetize it and what that all means. >>And also we want to hear what's going on the hallways. I know you got a lot of your key noting, you're gonna be a lot of events, the yacht. You've got a lot of briefings, >>yep. Yeah, I've already had two meetings this morning. I shot a video. Um, I met with one of the world's largest groups and I met with a tiny little super app company. Right? So running the gamut, doing everything reporter >>now, we could be like our roaming >>reporter. You know, I love, I love talking to execs and telco getting their perspective on what is public cloud and where are they going, what are they thinking about? And you talked to people who really, really get it and you get people who are just nascent and everywhere in between and I love mwc it's going great. >>Daniel Rose and you are a digital revolution telco DDR. There's amazing. Davis has been fantastic. Again for the folks watching, this is a hybrid events, there's an online component and we're reaching out with our remote interviews to get people brought in and we're shipping this content out to the masses all over the world. It's gonna be really amazing cube coverages here. It's gonna be rocking you guys are doing great. I just want to give you a compliment that you guys just did an amazing job. And of course we've got adam in the studio with the team. So adam, I'm gonna pass it off back to you in the studio

>>From around the globe. It's the cube with digital coverage of AWS reinvent executive summit 2020, sponsored by Accenture and AWS. >>Hi, everyone. Welcome to the cube virtual coverage of the executive summit at AWS reinvent 2020 virtual. This is the cube virtual. We can't be there in person like we are every year we have to be remote. This executive summit is with special programming supported by Accenture where the cube virtual I'm your host John for a year. We had a great panel here called on cloud first digital transformation from some experts, Stuart driver, the director of it and infrastructure and operates at lion Australia, Douglas Regan, managing director, client account lead at lion for Accenture as a deep Islam associate director application development lead for Accenture gentlemen. Thanks for coming on the cube virtual. >>That's a mouthful, >>All that digital, but the bottom line it's cloud transformation. This is a journey that you guys have been on together for over 10 years to be really a digital company. Now, some things have happened in the past year that kind of brings all this together. This is about the next generation organization. So I want to ask a Stuart, you first, if you can talk about this transformation at lion has undertaken some of the challenges and opportunities and how this year in particular has brought it together because you know, COVID has been the accelerant of digital transformation. Well, if you're 10 years in, I'm sure you're there. You're in the, uh, on that wave right now. Take a minute to explain this transformation journey. >>Yeah, sure. So number of years back, we, we looked at kind of our infrastructure and our landscape. I'm trying to figure out where we wanted to go next. And we were very analog based, um, and stuck in the old it Grove of Capitol reef rash, um, struggling to transform, struggling to get to a digital platform and we needed to change it up so that we could, uh, become very different business to the one that we were back then. Um, obviously cloud is an accelerant to that and we had a number of initiatives that needed a platform to build on. And a cloud infrastructure was the way that we started today. That side, we went through a number of transformation programs that we didn't want to do that in the old world. We wanted to do it in the new world. So, um, for us, it was palming up with, uh, you know, dried organizations that can take you on the journey and, uh, you know, start to deliver a bit by bit incremental progress, uh, to get to the, uh, I guess the promise land. >>Um, we're not, uh, not all the way there, but to where we were a long way along. And then when you get to some of the challenges like we've had this year, um, it makes all of the hard work worthwhile because you can actually change pretty quickly, um, provide capacity and, uh, and increase your environments and, you know, do the things that you need to do in a much more dynamic way than we would have been able to previously where we might've been waiting for the hardware vendors, et cetera, to deliver, um, capacity for us this year. It's been a pretty strong year from an it perspective and delivering for the business needs before we hit the Douglas. I want to >>Just really quick redirect to you and say, you know, if all the people who said, Oh yeah, you got to jump on cloud, get in early, you know, a lot of naysayers like, well, wait till to mature a little bit. Really, if you got in early and you, you know, paying your dues, if you will taking that medicine with the cloud, you're really kind of peaking at the right time. Is that true? Is that one of the benefits that comes out of this getting in there? >>Well, I mean, John, this has been an unprecedented year, right? And, um, you know, Australia, we had to live through bushfires and then we had covert and, and then we actually had to deliver a, um, a project on very large transformational product project, completely remote. And then we also had had some, some cyber challenges, which is public as well. And I don't think if we weren't moved into and enabled through the cloud, we would have been able to achieve that this year. It would have been much different. It would have been very difficult to do the fact that we're able to work and partner with Amazon through this year, which has been unprecedented and actually come out the other end and we've delivered a brand new digital capability across the entire business. Um, it really wouldn't have been impossible if we could, I guess, stayed in the old world. The fact that we were moved into the new Naval by the Navy allowed us to work in this unprecedented year. >>Just quick. What's your personal view on this? Because I've been saying on the Cuban reporting, necessity's the mother of all invention and the word agility has been kicked around as kind of a cliche, Oh, be agile. You know, we're going to get to Sydney. You can a minute on specifically, but from your perspective, uh, Douglas, what does that mean to you? Because there is benefits there for being agile. And >>I mean, I think as Stuart mentioned, right, in a lot of these things we try to do and, you know, typically, you know, hardware capabilities, uh, the last to be told and, and, and always the only critical path to be done, you know, we really didn't have that in this case, what we were doing with our projects in our deployments, right. We were able to move quickly able to make decisions in line with the business and really get things going, right. So a lot of times in a traditional world, you have these inhibitors, you have these critical path, it takes weeks and months to get things done as opposed to hours and days, and, and truly allowed us to, we had to, you know, BJ things, move things. And, you know, we were able to do that in this environment with AWS to support and the fact that we can kind of turn things off and on as quickly as we needed. Yeah. >>Cloud-scale is great for speed. So DECA, Gardez get your thoughts on this cloud first mission, you know, it, you know, the dev ops world, they saw this early, that jumping in there, they saw the, the, the agility. Now the theme this year is modern applications with the COVID pandemic pressure, there's real business pressure to make that happen. How did you guys learn to get there fast? And what specifically did you guys do at Accenture and how did it all come together? Can you take us inside kind of how it played out? >>No ma'am. So we started off with us and we worked with lions experts and, uh, the lost knowledge that I had, um, we then applied >>Our journey to cloud strategy and basically revolves around the seminars and, and, uh, you know, the deep repeating steps from our perspective was, uh, assessing the current environment, setting up the new cloud environment. And as we go modernizing and migrating these applications to the cloud now, you know, one of the key things that, uh, you know, we did not along this journey was that, you know, you can have the best plans, but the environment that we were dealing with, we, we often than not have to make changes. Uh, what opened a lot of agility and also work with a lot of collaboration with the, uh, Lyon team, as well as, uh, uh, AWS. I think the key thing for me was being able to really bring it all together. It's not just, uh, you know, essentially mobilize all of us working together to make this happen. >>What were some of the learnings real quick here for your journey there? >>So I think so from our perspective, the key learnings that, you know, uh, you know, when, when we look back at, uh, the, the infrastructure that was that we were trying to migrate over to the cloud, a lot of the documentation, et cetera, was not, uh, available. We were having to, uh, figure out a lot of things on the fly. Now that really required us to have, uh, uh, people with deep expertise who could go into those environments and, and work out, uh, you know, the best ways to, to migrate the workloads to the cloud. Uh, I think, you know, the biggest thing for me was making Jovi had on that real SMEs across the board globally, that we could leverage across the various technologies, uh, uh, and, and, and, you know, that would really work in our collaborative and agile. A lot of it would lie. >>Let's do what I got to ask you. How did you address your approach to the cloud and what was your experience? >>Yeah, for me, it's around getting the foundations right. To start with and then building on them. Um, so, you know, you've gotta have your, your, your process and you've got to have your, your kind of your infrastructure there and your blueprints ready. Um, AWS do a great job of that, right. Getting the foundations right. And then building upon it, and then, you know, partnering with Accenture allows you to do that very successfully. Um, I think, um, you know, the one thing that was probably surprising to us when we started down this journey and kind of after we got a long way down the track and looking backwards is actually how much you can just turn off. Right? So a lot of stuff that you, uh, you get left with a legacy in your environment, and when you start to work through it with the types of people that civic just mentioned, you know, the technical expertise working with the business, um, you can really rationalize environment and, uh, um, you know, cloud is a good opportunity to do that, to drive that legacy out. >>Um, so you know, a few things there, the other thing is, um, you've got to try and figure out the benefits that you're going to get out of moving here. So there's no point just taking something that is not delivering a huge amount of value in the traditional world, moving it into the cloud, and guess what is going to deliver the same limited amount of value. So you've got to transform it, and you've got to make sure that you build it for the future and understand exactly what you're trying to gain out of it. So again, you need a strong collaboration, you need, uh, um, you know, good partners to work with, and you need good engagement from the business as well, because the kind of, uh, you know, digital transformation, cloud transformation, isn't really an it project, I guess, fundamentally it is at the core, but it's a business project that you've got to get the whole business aligned on. You've got to make sure that your investment streams are appropriate and that's, uh, you're able to understand the benefits and the value that say, you're going to draw it back towards the business. >>Let's do it. If you don't mind me asking, what was some of the obstacles you encountered or learnings, um, that might've differed from the expectations we all been there, Hey, you know, we're going to change the world. Here's the sales pitch, here's the outcome. And then obviously things happen, you know, you learn legacy, okay. Let's put some containerization around that cloud native, um, all that rational. You're talking about what are you going to have obstacles? That's how you learn. That's how perfection is developed. How, what obstacles did you come up with and how are they different from your expectations going in? Yeah, >>They're probably no different from other people that have gone down the same journey. If I'm totally honest, the, you know, 70 or 80% of what you do is relatively easy because of the known quantity, it's relatively modern architectures and infrastructures, and you can, you know, upgrade, migrate, move them into the cloud, whatever it is, rehost, replatform, you know, rearchitect, whatever it is you want to do, it's the other stuff, right? It's the stuff that always gets left behind. And that's the challenge. It's, it's getting that last bit over the line and making sure that you haven't invested in the future while still carrying all of your legacy costs and complexity within your environment. So, um, to be quite honest, that's probably taken longer and has been more of a challenge than we thought it would be. Um, the other piece I touched on earlier on in terms of what was surprising was actually how much of, uh, your environment is actually not needed anymore. >>When you start to put a critical eye across it and understand, um, uh, ask the tough questions and start to understand exactly what, what it is you're trying to achieve. So if you ask a part of the business, do they still need this application or this service a hundred percent of the time, they'll say yes, until you start to lay out to them, okay. Now going to cost you this to migrate it or this, to run it in the future. And, you know, here's your ongoing costs and, you know, et cetera, et cetera. And then, uh, for a significant amount of those answers, you get a different response when you start to layer on the true value of it. So you start to flush out those hidden costs within the, and you start to make some critical decisions as a company based on that, based on that. So that was a little tougher than we first thought and probably broader than we thought there was more of that than we anticipated, uh, which actually resulted in a much cleaner environment, post post migration, >>You know, the old expression, if it moves automated, you know, it's kind of a joke on government, how they want to tax everything, you know, you want to automate, that's a key thing in cloud, and you've got to discover those opportunities to create value, uh, Stuart and Siddique. Mainly if you can weigh in on this love to know the percentage of total cloud that you have now, versus when you started, because as you start to uncover whether it's by design for purpose, or you discover opportunity to innovate like you guys have, I'm sure it kind of, you took on some territory inside Lyon, what percentage of cloud now versus stark? >>Yeah. I just thought it was minimal, right. You know, close to zero rise, single and single digits. Right. It was mainly SAS environments that we had, uh, sitting in cloud when we, uh, when we started, um, Don mentioned that air on a really significant transformation project, um, that we've on the Turk and recently gone live on a multi-year one. Um, you know, that's all stood up on AWS and there's a, a significant portion of our environment, um, in terms of what we can move to cloud. Uh, we're probably at about 80 or 90% now. And the balanced bit is, um, legacy infrastructure that is just gonna retire as we go through the cycle rather than migrate to the cloud. Um, so we are significantly cloud biased and, uh, you know, we're reaping the benefits of it in a year, like 2020, and makes you glad that you did all of the hard yards in the previous years when you start business challenges starting out as, yeah. >>So I think any common reaction. Yeah. Still the cloud percentage penetration. Okay. >>So I do, I do guys, all I was going to say was, I think it's like the 80 20 rule, right? We, we, we worked really hard in the, you know, I think 2018, 19 to get any person off the application onto the cloud. And over the last year is the 20% that we have been migrating to extend. Right. Uh, not, I think that is also, that's going to be good diet. And I think our next big step is going to be obviously, you know, the icing on the cake, which is to decommission all of these apps as well. Right. So, you know, to get the real benefits out of, uh, the whole conservation program from a, uh, from a reduction of cap ex >>Douglas and Stuart, can you guys talk about the decision around the cloud because you guys have had success with AWS, why AWS how's that decision made? Can you guys give some insight into some of those thoughts? >>I can, I can stop, start off. I think back when the decision was made and it was, it was a while back, um, you know, there's some clear advantages of moving relay, Ws, a lot of alignment with some of the significant projects and the trend, that particular one big transformation project that we've alluded to as well. Um, you know, we needed some, um, um, some very robust and, um, just future proof and, um, proven technology. And AWS gave that to us. We needed a lot of those blueprints to help us move down the path. We didn't want to reinvent everything. So, um, you know, having a lot of that legwork done for us and AWS gives you that, right. And particularly when you partner up with, uh, with a company like Accenture as well, you get a combination of the technology and the, and the skills and the knowledge to, to move you forward in that direction. >>So, um, you know, for us, it was a, uh, uh, it was a decision based on, you know, best of breed, um, you know, looking forward and, and trying to predict the future needs and, and, and kind of the environmental that we might need. Um, and, you know, partnering up with organizations that can take you on the journey. Yeah. And just to build on that. So obviously, you know, lions like an NWS, but, you know, we knew it was a very good choice given the, um, uh, the skills and the capability that we had, as well as the assets and tools we had to get the most out of, um, out of the AWS. And obviously our CEO globally has just made an announcement about a huge investment that we're making in cloud. Um, but you know, we've, we've worked very well with AWS. We've done some joint workshops and joint investments, um, some joint POC. So yeah, w we have a very good working relationship, AWS, and I think, um, one incident to reflect upon the cyber is, and again, where we actually jointly, you know, dove in with, um, with Amazon and some of their security experts and our experts, and we're able to actually work through that with wine success, quite them. So, um, you know, really good behaviors as an organization, but also really good capabilities. >>Yeah. As you guys, you're essential cloud outcomes, research shown, it's the cycle of innovation with the cloud. That's creating a lot of benefits knowing what you guys know now, looking back certainly COVID has impacted a lot of people kind of going through the same process, uh, knowing what you guys know now, would you advocate people to jump on this transformation journey? If so, how and what tweaks they make what's, uh, changes, what would you advise? >>I might take that one to start with. Um, I hate to think where we would have been when, uh, COVID kicked off here in Australia and, you know, we were all sent home, literally were at work on the Friday, and then over the weekend. And then Monday, we were told not to come back into the office and all of a sudden, um, our capacity in terms of remote access quadrupled, or more four, five X, uh, what we had on the Friday we needed on the Monday. And we were able to stand that up during the day Monday night into Tuesday, because we were cloud-based and, uh, you know, we just spun up your instances and, uh, you know, sort of our licensing, et cetera. And, and we had all of our people working remotely, um, within, uh, you know, effectively one business day. Um, I know peers of mine in other organizations and industries that are relying on kind of a traditional wise and getting hardware, et cetera, that were weeks and before they could get the right hardware to be able to deliver to their user base. >>So, um, you know, one example where you're able to scale and, uh, um, get, uh, get value out of this platform beyond probably what was anticipated at the time you talked about, um, you know, less this, the, in all of these kinds of things. And you can also think of a few scenarios, but real world ones where you're getting your business back up and running in that period of time is, is just phenomenal. There's other stuff, right? There's these programs that we've rolled out, you do your sizing, um, and in the traditional world, you would just go out and buy more servers than you need. And, you know, probably never realize the full value of those, you know, the capability of those servers over the life cycle of them. Whereas, you know, in a cloud world, you're putting what you think is right. And if it's not right, you bump it up a little bit when, when all of your metrics and so on, I'm tell you that you need to bump it up. And conversely, you Scarlet down at a, at the same rate. So for us with the types of challenges and programs and, uh, uh, and just business need, that's come at as this year, uh, we wouldn't have been able to do it without a strong cloud base, uh, to, uh, to move forward with >>Yeah, Douglas, one of the things I talked to, a lot of people on the right side of history who have been on the right wave with cloud, with the pandemic, and they're happy, they're like, and they're humble. Like, well, we're just lucky, you know, luck is preparation meets opportunity. And this is really about you guys getting in early and being prepared and readiness. This is kind of important as people realize that you gotta be ready. I mean, it's not just, you don't get lucky by being in the right place, the right time. And there were a lot of companies were on the wrong side of history here who might get washed away. This is a super important one >>Yeah. To echo and kind of build on what Stewart said. I think that the reason that we've had success and, and I guess the momentum is we, we didn't just do it in isolation within it and technology. It was actually linked to broader business changes, you know, creating basically a digital platform for the entire business, moving the business, where are they going to be able to come back stronger after COVID, when they're actually set up for growth, um, and actually allows, you know, uh, line to achievements growth objectives, and also its ambitions as far as what it wants to do, uh, with growth and whatever they may do with acquiring other companies and moving into different markets and launching new products. So we've actually done it in a way that is, you know, real and direct business benefit. Uh, it actually enables learning to grow. >>Jim. I really appreciate you coming. I have one final question. If you can wrap up here, uh, Stuart and Douglas, you don't mind weighing in what's the priorities for the future. What's next for lion and essential >>Christmas holidays, I'll start Christmas holidays and it's been a big year and then a, and then a reset, obviously, right? So, um, you know, it's, it's figuring out, uh, transform what we've already transformed, if that makes sense. So God, a huge proportion of our services sitting in the cloud. Um, but we know we're not done even with the stuff that is in there. We need to take those steps. We need more and more automation and orchestration. Uh, we need to, um, uh, our environment is more future growth. We need to be able to work with the business and understand what's coming at them so that we can know, build that into our environment. So again, it's really transformation on top of transformation. It's the way that I'll describe it. And it's really an open book, right? Once you get it in and you've got the capabilities and the evolving tool sets that, uh, AWS continue to bring to the market, um, you know, working with the partners to, to figure out how we unlock that value, um, you know, drive our costs down our efficiency up, uh, all of those kind of, you know, standard metrics. >>Um, but you know, we're looking for the next things to transform and showed value back out to our customer base, um, that, uh, that we continue to, you know, sell our products to and work with and understand how we can better make their names. Yeah, I think just to echo that, I think it's really leveraging this end to end digital capability they have and getting the most out of that investment. And then I think it's also moving to, uh, in a dumping more new ways of working as far as, you know, the state of the business. Um, it's getting up the speed of the market is changing. So being able to launch and do things quickly and also, um, be competitive with it, you know, inefficient operating costs, uh, now that they're in the cloud, right. So I think it's really leveraging the most out of a platform and then, you know, being efficient in launching things. So putting it with the business, >>Sadiq, any word from you on your priorities by UC this year in folding. >>Yeah. So, uh, there's got to say like e-learning squares, right? For me around this journey, this is a journey to the cloud, right. And, uh, you know, as well dug the students at it's getting all, you know, different parts of the organization along the journey business to ID to your, uh, Warnock Legos, et cetera. Right. And it takes time. It is tough, but, uh, uh, you know, you got to get started on it and, you know, once we, once we finish off, uh, it's the realization of the benefits now that, you know, looking forward, I think for, from Alliance perspective is, is, uh, you know, once we migrate all the workloads to the cloud, it is leveraging, uh, our stack drive. And as I think Stewart said, uh, earlier, uh, with, uh, you know, the latest and greatest stuff that non-compete WLC, it's basically working to see how we can really, uh, achieve more better operational excellence, uh, from a, uh, from a cloud perspective. >>Well, Stewart, thanks for coming on with a century, sharing your environment and what's going on and your journey you're on the right wave. Did the work you're in the, it's all coming together with faster, congratulations for your success and, uh, really appreciate Douglas and Steve for coming on as well from Accenture. Thank you for coming on. Thanks, John. Okay. Just the cubes coverage of executive summit at AWS reinvent. This is where all the thought leaders share their best practices, their journeys, and of course, special programming with Accenture and the cube. I'm Sean ferry, your host. Thanks for watching.

>>From around the globe. It's the cube with digital coverage of AWS reinvent executive summit 2020, sponsored by Accenture and AWS. >>Welcome to cube three 60 fives coverage of the Accenture executive summit. Part of AWS reinvent. I'm your host Rebecca Knight. Today we are joined by a cube alum, Karthik, Lorraine. He is Accenture senior managing director and lead Accenture cloud. First, welcome back to the show Karthik. >>Thank you. Thanks for having me here. >>Always a pleasure. So I want to talk to you. You are an industry veteran, you've been in Silicon Valley for decades. Um, I want to hear from your perspective what the impact of the COVID-19 pandemic has been, what are you hearing from clients? What are they struggling with? What are their challenges that they're facing day to day? >>I think, um, COVID-19 is being a eye-opener from, you know, various facets, you know, um, first and foremost, it's a, it's a hell, um, situation that everybody's facing, which is not just, uh, highest economic bearings to it. It has enterprise, um, an organization with bedding to it. And most importantly, it's very personal to people, um, because they themselves and their friends, family near and dear ones are going through this challenge, uh, from various different dimension. But putting that aside, when you come to it from an organization enterprise standpoint, it has changed everything well, the behavior of organizations coming together, working in their campuses, working with each other as friends, family, and, uh, um, near and dear colleagues, all of them are operating differently. So that's what big change to get things done in a completely different way, from how they used to get things done. >>Number two, a lot of things that were planned for normal scenarios, like their global supply chain, how they interact with their client customers, how they go innovate with their partners on how that employees contribute to the success of an organization at all changed. And there are no data models that give them a hint of something like this for them to be prepared for this. So we are seeing organizations, um, that have adapted to this reasonably okay, and are, you know, launching to innovate faster in this. And there are organizations that have started with struggling, but are continuing to struggle. And the gap between the leaders and legs are widening. So this is creating opportunities in a different way for the leaders, um, with a lot of pivot their business, but it's also creating significant challenge for the lag guides, uh, as we defined in our future systems research that we did a year ago, uh, and those organizations are struggling further. So the gap is actually widening. >>So you just talked about the widening gap. I've talked about the tremendous uncertainty that so many companies, even the ones who have adapted reasonably well, uh, in this, in this time, talk a little bit about Accenture cloud first and why, why now? >>I think it's a great question. Um, we believe that for many of our clients COVID-19 has turned, uh, cloud from an experimentation aspiration to an origin mandate. What I mean by that is everybody has been doing something on the other end cloud. There's no company that says we don't believe in cloud are, we don't want to do cloud. It was how much they did in cloud. And they were experimenting. They were doing the new things in cloud, but they were operating a lot of their core business outside the cloud or not in the cloud. Those organizations have struggled to operate in this new normal, in a remote fashion, as well as, uh, their ability to pivot to all the changes the pandemic has brought to them. But on the other hand, the organizations that had a solid foundation in cloud were able to collect faster and not actually gone into the stage of innovating faster and driving a new behavior in the market, new behavior within their organization. >>So we are seeing that spend to make is actually fast-forwarded something that we always believed was going to happen. This, uh, uh, moving to cloud over the next decade is fast forward it to happen in the next three to five years. And it's created this moment where it's a once in an era, really replatforming of businesses in the cloud that we are going to see. And we see this moment as a cloud first moment where organizations will use cloud as the, the, the canvas and the foundation with which they're going to reimagine their business after they were born in the cloud. Uh, and this requires a whole new strategy. Uh, and as Accenture, we are getting a lot in cloud, but we thought that this is the moment where we bring all of that, gave him a piece together because we need a strategy for addressing, moving to cloud are embracing cloud in a holistic fashion. And that's what Accenture cloud first brings together a holistic strategy, a team that's 70,000 plus people that's coming together with rich cloud skills, but investing to tie in all the various capabilities of cloud to Delaware, that holistic strategy to our clients. So I want you to >>Delve into a little bit more about what this strategy actually entails. I mean, it's clearly about embracing change and being willing to experiment and having capabilities to innovate. Can you tell us a little bit more about what this strategy entails? >>Yeah. The reason why we say that as a need for strategy is like I said, cloud is not new. There's almost every customer client is doing something with the cloud, but all of them have taken different approaches to cloud and different boundaries to cloud. Some organizations say, I just need to consolidate my multiple data centers to a small data center footprint and move the nest to cloud. Certain other organizations say that well, I'm going to move certain workloads to cloud. Certain other organizations said, well, I'm going to build this Greenfield application or workload in cloud. Certain other said, um, I'm going to use the power of AI ML in the cloud to analyze my data and drive insights. But a cloud first strategy is all of this tied with the corporate strategy of the organization with an industry specific cloud journey to say, if in this current industry, if I were to be reborn in the cloud, would I do it in the exact same passion that I did in the past, which means that the products and services that they offer need to be the matching, how they interact with that customers and partners need to be revisited, how they bird and operate their IP systems need to be the, imagine how they unearthed the data from all of the systems under which they attract need to be liberated so that you could drive insights of cloud. >>First strategy hands is a corporate wide strategy, and it's a C-suite responsibility. It doesn't take the ownership away from the CIO or CIO, but the CIO is, and CDI was felt that it was just their problem and they were to solve it. And everyone as being a customer, now, the center of gravity is elevated to it becoming a C-suite agenda on everybody's agenda, where probably the CDI is the instrument to execute that that's a holistic cloud-first strategy >>And it, and it's a strategy, but the way you're describing it, it sounds like it's also a mindset and an approach, as you were saying, this idea of being reborn in the cloud. So now how do I think about things? How do I communicate? How do I collaborate? How do I get done? What I need to get done. Talk a little bit about how this has changed, the way you support your clients and how Accenture cloud first is changing your approach to cloud services. >>Wonderful. Um, you know, I did not color one very important aspect in my previous question, but that's exactly what you just asked me now, which is to do all of this. I talked about all of the variables, uh, an organization or an enterprise is going to go through, but the good part is they have one constant. And what is that? That is their employees, uh, because you do, the employees are able to embrace this change. If they are able to, uh, change them, says, pivot them says retool and train themselves to be able to operate in this new cloud. First one, the ability to reimagine every function of the business would be happening at speed. And cloud first approach is to do all of this at speed, because innovation is deadly proposed there, do the rate of probability on experimentation. You need to experiment a lot for any kind of experimentation. >>There's a probability of success. Organizations need to have an ability and a mechanism for them to be able to innovate faster for which they need to experiment a lot, the more the experiment and the lower cost at which they experiment is going to help them experiment a lot. And they experiment demic speed, fail fast, succeed more. And hence, they're going to be able to operate this at speed. So the cloud-first mindset is all about speed. I'm helping the clients fast track that innovation journey, and this is going to happen. Like I said, across the enterprise and every function across every department, I'm the agent of this change is going to be the employees or weapon, race, this change through new skills and new grueling and new mindset that they need to adapt to. >>So Karthik what you're describing it, it sounds so exciting. And yet for a pandemic wary workforce, that's been working remotely that may be dealing with uncertainty if for their kid's school and for so many other aspects of their life, it sounds hard. So how are you helping your clients, employees get onboard with this? And because the change management is, is often the hardest part. >>Yeah, I think it's, again, a great question. A bottle has only so much capacity. Something got to come off for something else to go in. That's what you're saying is absolutely right. And that is again, the power of cloud. The reason why cloud is such a fundamental breakthrough technology and capability for us to succeed in this era, because it helps in various forms. What we talked so far is the power of innovation that can create, but cloud can also simplify the life of the employees in an enterprise. There are several activities and tasks that people do in managing that complex infrastructure, complex ID landscape. They used to do certain jobs and activities in a very difficult underground about with cloud has simplified. And democratised a lot of these activities. So that things which had to be done in the past, like managing the complexity of the infrastructure, keeping them up all the time, managing the, um, the obsolescence of the capabilities and technologies and infrastructure, all of that could be offloaded to the cloud. >>So that the time that is available for all of these employees can be used to further innovate. Every organization is going to spend almost the same amount of money, but rather than spending activities, by looking at the rear view mirror on keeping the lights on, they're going to spend more money, more time, more energy, and spend their skills on things that are going to add value to their organization. Because you, every innovation that an enterprise can give to their end customer need not come from that enterprise. The word of platform economy is about democratising innovation. And the power of cloud is to get all of these capabilities from outside the four walls of the enterprise, >>It will add value to the organization, but I would imagine also add value to that employee's life because that employee, the employee will be more engaged in his or her job and therefore bring more excitement and energy into her, his or her day-to-day activities too. >>Absolutely. Absolutely. And this is, this is a normal evolution we would have seen everybody would have seen in their lives, that they keep moving up the value chain of what activities that, uh, gets performed buying by those individuals. And this is, um, you know, no more true than how the United States, uh, as an economy has operated where, um, this is the power of a powerhouse of innovation, where the work that's done inside the country keeps moving up to value chain. And, um, us leverage is the global economy for a lot of things that is required to power the United States and that global economic, uh, phenomenon is very proof for an enterprise as well. There are things that an enterprise needs to do them soon. There are things an employee needs to do themselves. Um, but there are things that they could leverage from the external innovation and the power of innovation that is coming from technologies like cloud. >>So at Accenture, you have long, long, deep Stan, sorry, you have deep and long-standing relationships with many cloud service providers, including AWS. How does the Accenture cloud first strategy, how does it affect your relationships with those providers? >>Yeah, we have great relationships with cloud providers like AWS. And in fact, in the cloud world, it was one of the first, um, capability that we started about years ago, uh, when we started developing these capabilities. But five years ago, we hit a very important milestone where the two organizations came together and said that we are forging a pharma partnership with joint investments to build this partnership. And we named that as a Accenture, AWS business group ABG, uh, where we co-invest and brought skills together and develop solutions. And we will continue to do that. And through that investment, we've also made several acquisitions that you would have seen in the recent times, like, uh, an invoice and gecko that we made acquisitions in in Europe. But now we're taking this to the next level. What we are saying is two cloud first and the $3 billion investment that we are bringing in, uh, through cloud-first. >>We are going to make specific investment to create unique joint solution and landing zones foundation, um, cloud packs with which clients can accelerate their innovation or their journey to cloud first. And one great example is what we are doing with Takeda, uh, billable, pharmaceutical giant, um, between we've signed a five-year partnership. And it was out in the media just a month ago or so, where we are, the two organizations are coming together. We have created a partnership as a power of three partnership, where the three organizations are jointly hoarding hats and taking responsibility for the innovation and the leadership position that Takeda wants to get to with this. We are going to simplify their operating model and organization by providing and flexibility. We're going to provide a lot more insights. Tequila has a 230 year old organization. Imagine the amount of trapped data and intelligence that is there. >>How about bringing all of that together with the power of AWS and Accenture and Takeda to drive more customer insights, um, come up with breakthrough R and D uh, accelerate clinical trials and improve the patient experience using AI ML and edge technologies. So all of these things that we will do through this partnership with joined investment from Accenture cloud first, as well as partner like AWS, so that Takeda can realize their gain. And, uh, their senior actually made a statement that five years from now, every ticket an employee will have an AI assistant. That's going to make that beginner employee move up the value chain on how they contribute and add value to the future of tequila with the AI assistant, making them even more equipped and smarter than what they could be otherwise. >>So, one last question to close this out here. What is your future vision for, for Accenture cloud first? What are we going to be talking about at next year's Accenture executive summit? Yeah, the future >>Is going to be, um, evolving, but the part that is exciting to me, and this is, uh, uh, a fundamental belief that we are entering a new era of industrial revolution from industry first, second, and third industry. The third happened probably 20 years ago with the advent of Silicon and computers and all of that stuff that happened here in the Silicon Valley. I think the fourth industrial revolution is going to be in the cross section of, uh, physical, digital and biological boundaries. And there's a great article, um, in one economic forum that people, uh, your audience can Google and read about it. Uh, but the reason why this is very, very important is we are seeing a disturbing phenomenon that over the last 10 years are seeing a Blackwing of the, um, labor productivity and innovation, which has dropped to about 2.1%. When you see that kind of phenomenon over that longer period of time, there has to be breakthrough innovation that needs to happen to come out of this barrier and get to the next, you know, base camp, as I would call it to further this productivity, um, lack that we are seeing, and that is going to happen in the intersection of the physical, digital and biological boundaries. >>And I think cloud is going to be the connective tissue between all of these three, to be able to provide that where it's the edge, especially is good to come closer to the human lives. It's going to come from cloud. Yeah. Pick totally in your mind, you can think about cloud as central, either in a private cloud, in a data center or in a public cloud, you know, everywhere. But when you think about edge, it's going to be far reaching and coming close to where we live and maybe work and very, um, get entertained and so on and so forth. And there's good to be, uh, intervention in a positive way in the field of medicine, in the field of entertainment, in the field of, um, manufacturing in the field of, um, you know, mobility. When I say mobility, human mobility, people, transportation, and so on and so forth with all of this stuff, cloud is going to be the connective tissue and the vision of cloud first is going to be, uh, you know, blowing through this big change that is going to happen. And the evolution that is going to happen where, you know, the human grace of mankind, um, our person kind of being very gender neutral in today's world. Um, go first needs to be that beacon of, uh, creating the next generation vision for enterprises to take advantage of that kind of an exciting future. And that's why it, Accenture, are we saying that there'll be change as our, as our purpose? >>I genuinely believe that cloud first is going to be the forefront of that change agenda, both for Accenture as well as for the rest of the work. >>Excellent. Let there be changed. Indeed. Thank you so much for joining us Karthik. A pleasure I'm Rebecca Knight stay tuned for more of Q3 60 fives coverage of the Accenture executive summit >>From around the globe. It's the cube with digital coverage of AWS reinvent executive summit 2020, sponsored by Accenture and AWS. >>Welcome everyone to the cube virtual and our coverage of the Accenture executive summit. Part of AWS reinvent 2020. I'm your host Rebecca Knight. Today, we are talking about the power of three. And what happens when you bring together the scientific, how of a global bias biopharmaceutical powerhouse in Takeda, a leading cloud services provider in AWS, and Accenture's ability to innovate, execute, and deliver innovation. Joining me to talk about these things. We have Aaron, sorry. Arjan Beatty. He is the senior managing director and chairman of Accenture's diamonds leadership council. Welcome Arjun. Thank you, Karl hick. He is the chief digital and information officer at Takeda. >>What is your bigger, thank you, Rebecca >>And Brian Beau Han global director and head of the Accenture AWS business group at Amazon web services. Thanks so much for coming on. Thank you. So, as I said, we're talking today about this relationship between, uh, your three organizations. Carl, I want to talk with you. I know you're at the beginning of your cloud journey. What was the compelling reason? Why w why, why move to the cloud and why now? >>Yeah, no, thank you for the question. So, you know, as a biopharmaceutical leader, we're committed to bringing better health and a brighter future to our patients. We're doing that by translating science into some really innovative and life transporting therapies, but throughout, you know, we believe that there's a responsible use of technology, of data and of innovation. And those three ingredients are really key to helping us deliver on that promise. And so, you know, while I think a I'll call it, this cloud journey is already always been a part of our strategy. Um, and we've made some pretty steady progress over the last years with a number of I'll call it diverse approaches to the digital and AI. We just weren't seeing the impact at scale that we wanted to see. Um, and I think that, you know, there's a, there's a need ultimately to, you know, accelerate and broaden that shift. >>And, you know, we were commenting on this earlier, but there's, you know, it's been highlighted by a number of factors. One of those has been certainly a number of the acquisitions we've made Shire, uh, being the most pressing example, uh, but also the global pandemic, both of those highlight the need for us to move faster, um, at the speed of cloud, ultimately. Uh, and so we started thinking outside of the box because it was taking us too long and we decided to leverage the strategic partner model. Uh, and it's giving us a chance to think about our challenges very differently. We call this the power of three, uh, and ultimately our focus is singularly on our patients. I mean, they're waiting for us. We need to get there faster. It can take years. And so I think that there is a focus on innovation at a rapid speed, so we can move ultimately from treating conditions to keeping people healthy. >>So as you are embarking on this journey, what are some of the insights you want to share about, about what you're seeing so far? >>Yeah, no, it's a great question. So, I mean, look, maybe right before I highlight some of the key insights, uh, I would say that, you know, with cloud now as the, as a launchpad for innovation, you know, our vision all along has been that in less than 10 years, we want every single to kid, uh, the associate or employee to be empowered by an AI assistant. And I think that, you know, that's going to help us make faster, better decisions. That'll help us, uh, fundamentally deliver transformative therapies and better experiences to, to that ecosystem, to our patients, to physicians, to payers, et cetera, much faster than we previously thought possible. Um, and I think that technologies like cloud and edge computing together with a very powerful I'll call it data fabric is going to help us to create this, this real-time, uh, I'll call it the digital ecosystem. >>The data has to flow ultimately seamlessly between our patients and providers or partners or researchers, et cetera. Uh, and so we've been thinking about this, uh, I'll call it weekly, call up sort of this pyramid, um, that helps us describe our vision. Uh, and a lot of it has to do with ultimately modernizing the foundation, modernizing and rearchitecting, the platforms that drive the company, uh, heightening our focus on data, which means that there's an accelerated shift towards, uh, enterprise data platforms and digital products. And then ultimately, uh, uh, uh, you know, really an engine for innovation sitting at the very top. Um, and so I think with that, you know, there's a few different, I'll call it insights that, you know, are quickly kind of come zooming into focus. I would say one is this need to collaborate very differently. Um, you know, not only internally, but you know, how do we define ultimately, and build a connected digital ecosystem with the right partners and technologies externally? >>I think the second component that maybe people don't think as much about, but, you know, I find critically important is for us to find ways of really transforming our culture. We have to unlock talent and shift the culture certainly as a large biopharmaceutical very differently. And then lastly, you've touched on it already, which is, you know, innovation at the speed of cloud. How do we re-imagine that? You know, how do ideas go from getting tested in months to kind of getting tested in days? You know, how do we collaborate very differently? Uh, and so I think those are three, uh, perhaps of the larger I'll call it, uh, insights that, you know, the three of us are spending a lot of time thinking about right now. >>So Arjun, I want to bring you into this conversation a little bit. Let's, let's delve into those a bit. Talk first about the collaboration, uh, that Carl was referencing there. How, how have you seen that? It is enabling, uh, colleagues and teams to communicate differently and interact in new and different ways? Uh, both internally and externally, as Carl said, >>No, thank you for that. And, um, I've got to give call a lot of credit because as we started to think about this journey, it was clear. It was a bold ambition was, uh, something that, you know, we had all to do differently. And so the concept of the power of three that Carl has constructed has become a label for us as a way to think about what are we going to do to collectively drive this journey forward. And to me, the unique ways of collaboration means three things. The first one is that, um, what is expected is that the three parties are going to come together and it's more than just the sum of our resources. And by that, I mean that we have to bring all of ourselves, all of our collective capabilities, as an example, Amazon has amazing supply chain capabilities. They're one of the best at supply chain. >>So in addition to resources, when we have supply chain innovations, uh, that's something that they're bringing in addition to just, uh, talent and assets, similarly for Accenture, right? We do a lot, uh, in the talent space. So how do we bring our thinking as to how we apply best practices for talent to this partnership? So, um, as we think about this, so that's, that's the first one, the second one is about shared success very early on in this partnership, we started to build some foundations and actually develop seven principles that all of us would look at as the basis for this success shared success model. And we continue to hold that sort of in the forefront, as we think about this collaboration. And maybe the third thing I would say is this one team mindset. So whether it's the three of our CEOs that get together every couple of months to think about, uh, this partnership, or it is the governance model that Carl has put together, which has all three parties in the governance and every level of leadership, we always think about this as a collective group so that we can keep that front and center. >>And what I think ultimately has enabled us to do is it's allowed us to move at speed, be more flexible. And ultimately all we're looking at the target the same way, the North side, the same way, >>Brian, about you, what have you observed and what are you thinking about in terms of how this is helping teams collaborate differently? Yeah, >>Absolutely. And RJ made some, some great points there. And I think if you really think about what he's talking about, it's that, that diversity of talent, diversity of skill and viewpoint and even culture, right? And so we see that in the power of three. And then I think if we drill down into what we see at Takeda and frankly Takeda was, was really, I think, pretty visionary and on their way here, right. And taking this kind of cross-functional approach and applying it to how they operate day to day. So moving from a more functional view of the world to more of a product oriented view of the world, right? So when you think about we're going to be organized around a product or a service or a capability that we're going to provide to our customers or our patients or donors in this case, it implies a different structure all to altogether and a different way of thinking, right? >>Because now you've got technical people and business experts and marketing experts all working together in this is sort of cross collaboration. And what's great about that is it's really the only way to succeed with cloud, right? Because the old ways of thinking where you've got application people and infrastructure, people in business, people is suboptimal, right? Because we can all access this tool as these capabilities and the best way to do that. Isn't across kind of a cross collaborative way. And so this is product oriented mindset. It's a keto was already on. I think it's allowed us to move faster. >>Carl, I want to go back to this idea of unlocking talent and culture. And this is something that both Brian and Arjun have talked about too. People are an essential part of their, at the heart of your organization. How will their experience of work change and how are you helping re-imagine and reinforce a strong organizational culture, particularly at this time when so many people are working remotely. >>Yeah. It's a great question. And it's something that, you know, I think we all have to think a lot about, I mean, I think, um, you know, driving this, this color, this, this digital and data kind of capability building, uh, it takes a lot of, a lot of thinking. So, I mean, there's a few different elements in terms of how we're tackling this one is we're recognizing, and it's not just for the technology organization or for those actors that, that we're innovating with, but it's really across all of the Qaeda where we're working through ways of raising what I'll call the overall digital leaders literacy of the organization, you know, what are the, you know, what are the skills that are needed almost at a baseline level, even for a global bio-pharmaceutical company and how do we deploy, I'll call it those learning resources very broadly. >>And then secondly, I think that, you know, we're, we're very clear that there's a number of areas where there are very specialized skills that are needed. Uh, my organization is one of those. And so, you know, we're fostering ways in which, you know, we're very kind of quickly kind of creating, uh, avenues excitement for, for associates in that space. So one example specifically, as we use, you know, during these, uh, very much sort of remote, uh, sort of days, we, we use what we call global it meet days, and we set a day aside every single month and this last Friday, um, you know, we, we create during that time, it's time for personal development. Um, and we provide active seminars and training on things like, you know, robotic process automation, data analytics cloud, uh, in this last month we've been doing this for months and months now, but in his last month, more than 50% of my organization participated, and there's this huge positive shift, both in terms of access and excitement about really harnessing those new skills and being able to apply them. >>Uh, and so I think that that's, you know, one, one element that can be considered. And then thirdly, um, of course every organization has to work on how do you prioritize talent, acquisition and management and competencies that you can't rescale? I mean, there are just some new capabilities that we don't have. And so there's a large focus that I have with our executive team and our CEO and thinking through those critical roles that we need to activate in order to kind of, to, to build on this, uh, this business led cloud transformation. And lastly, probably the hardest one, but the one that I'm most jazzed about is really this focus on changing the mindsets and behaviors. Um, and I think there, you know, this is where the power of three is, is really, uh, kind of coming together nicely. I mean, we're working on things like, you know, how do we create this patient obsessed curiosity, um, and really kind of unlock innovation with a real, kind of a growth mindset. >>Uh, and the level of curiosity that's needed, not to just continue to do the same things, but to really challenge the status quo. So that's one big area of focus we're having the agility to act just faster. I mean, to worry less, I guess I would say about kind of the standard chain of command, but how do you make more speedy, more courageous decisions? And this is places where we can emulate the way that a partner like AWS works, or how do we collaborate across the number of boundaries, you know, and I think, uh, Arjun spoke eloquently to a number of partnerships that we can build. So we can break down some of these barriers and use these networks, um, whether it's within our own internal ecosystem or externally to help, to create value faster. So a lot of energy around ways of working and we'll have to check back in, but I mean, we're early in on this mindset and behavioral shift, um, but a lot of good early momentum. >>Carl you've given me a good segue to talk to Brian about innovation, because you said a lot of the things that I was the customer obsession and this idea of innovating much more quickly. Obviously now the world has its eyes on drug development, and we've all learned a lot about it, uh, in the past few months and accelerating drug development is all, uh, is of great interest to all of us. Brian, how does a transformation like this help a company's ability to become more agile and more innovative and at a quicker speed to, >>Yeah, no, absolutely. And I think some of the things that Carl talked about just now are critical to that, right? I think where sometimes folks fall short is they think, you know, we're going to roll out the technology and the is going to be the silver bullet where in fact it is the culture, it is, is the talent. And it's the focus on that. That's going to be, you know, the determinant of success. And I will say, you know, in this power of three arrangement and Carl talked a little bit about the pyramid, um, talent and culture and that change, and that kind of thinking about that has been a first-class citizen since the very beginning, right. That absolutely is critical for, for being there. Um, and so that's been, that's been key. And so we think about innovation at Amazon and AWS and Chrome mentioned some of the things that, you know, a partner like AWS brings to the table is we talk a lot about builders, right? >>So we're kind of obsessive about builders. Um, and, and we meet what we mean by that is we, we, at Amazon, we hire for builders, we cultivate builders and we like to talk to our customers about it as well. And it also implies a different mindset, right? When you're a builder, you have that, that curiosity, you have that ownership, you have that stake and whatever I'm creating, I'm going to be a co-owner of this product or this service, right. Getting back to that kind of product oriented mindset. And it's not just the technical people or the it people who are builders. It is also the business people as, as Carl talked about. Right. So when we start thinking about, um, innovation again, where we see folks kind of get into a little bit of, uh, innovation, pilot paralysis, is that you can focus on the technology, but if you're not focusing on the talent and the culture and the processes and the mechanisms, you're going to be putting out technology, but you're not going to have an organization that's ready to take it and scale it and accelerate it. >>Right. And so that's, that's been absolutely critical. So just a couple of things we've been doing with, with the Qaeda and Decatur has really been leading the way is, think about a mechanism and a process. And it's really been working backward from the customer, right? In this case, again, the patient and the donor. And that was an easy one because the key value of Decatur is to be a patient focused bio-pharmaceutical right. So that was embedded in their DNA. So that working back from that, that patient, that donor was a key part of that process. And that's really deep in our DNA as well and Accentures. And so we were able to bring that together. The other one is, is, is getting used to experimenting and even perhaps failing, right. And being able to iterate and fail fast and experiment and understanding that, you know, some decisions, what we call it at Amazon are two two-way doors, meaning you can go through that door, not like what you see and turn around and go back. And cloud really helps there because the costs of experimenting and the cost of failure is so much lower than it's ever been. You can do it much faster and the implications are so much less. So just a couple of things that we've been really driving, uh, with Decatur around innovation, that's been really critical. >>Carl, where are you already seeing signs of success? Yeah, no, it's a great question. And so we chose, you know, uh, with our focus on, on innovation to try to unleash maybe the power of data digital in, uh, in focusing on what I call sort of a nave. And so we chose our, our, our plasma derived therapy business, um, and you know, the plasma-derived therapy business unit, it develops critical life-saving therapies for patients with rare and complex diseases. Um, but what we're doing is by bringing kind of our energy together, we're focusing on creating, I'll call it state of the art digitally connected donation centers. And we're really modernizing, you know, the, the, the donor experience right now, we're trying to, uh, improve also I'll call it the overall plasma collection process. And so we've, uh, selected a number of alcohol at a very high-speed pilots that we're working through right now, specifically in this, in this area. And we're seeing really great results already. Um, and so that's, that's one specific area of focus >>Arjun. I want you to close this out here. Any ideas, any best practices advice you would have for other pharmaceutical companies that are, that are at the early stage of their cloud journey for me? Yes. >>Yeah, no, I was breaking up a bit. No, I think they, um, the key is what's sort of been great for me to see is that when people think about cloud, you know, you always think about infrastructure technology. The reality is that the cloud is really the true enabler for innovation and innovating at scale. And, and if you think about that, right, in all the components that you need, that ultimately that's where the value is for the company, right? Because yes, you're going to get some cost synergies and that's great, but the true value is in how do we transform the organization in the case of the Qaeda and the life sciences clients, right. We're trying to take a 14 year process of research and development that takes billions of dollars and compress that, right. Tremendous amounts of innovation opportunity. You think about the commercial aspect, lots of innovation can come there. The plasma derived therapy is a great example of how we're going to really innovate to change the trajectory of that business. So I think innovation is at the heart of what most organizations need to do. And the formula, the cocktail that the Qaeda has constructed with this Fuji program really has all the ingredients, um, that are required for that success. >>Great. Well, thank you so much. Arjun, Brian and Carl was really an enlightening conversation. >>Yeah, it's been fun. Thanks Rebecca. >>Thank you for tuning into the cube virtuals coverage of the Accenture executive summit from around the globe. It's the cube with digital coverage of AWS reinvent executive summit 2020, sponsored by Accenture and AWS. Welcome everyone to the cubes of Accenture >>Executive summit here at AWS reinvent. I'm your host Rebecca Knight for this segment? We have two guests. First. We have Helen Davis. She is the senior director of cloud platform services, assistant director for it and digital for the West Midlands police. Thanks so much for coming on the show, Helen, And we also have Matthew lb. He is Accenture health and public service associate director and West Midlands police account lead. Thanks so much for coming on the show. Matthew, thank you for having us. So we are going to be talking about delivering data-driven insights to the West Midlands police force. Helen, I want to start with you. Can you tell us a little bit about the West Midlands police force? How big is the force and also what were some of the challenges that you were grappling with prior to this initiative? >>Yes, certainly. So Westerners police is the second largest police force in the UK, outside of the metropolitan police in London. Um, we have an excessive, um, 11,000 people work at Westminster police serving communities, um, through, across the Midlands region. So geographically, we're quite a big area as well, as well as, um, being population, um, density, having that as a, at a high level. Um, so the reason we sort of embarked on the data-driven insights platform and it, which was a huge change for us was for a number of reasons. Um, namely we had a lot of disparate data, um, which was spread across a range of legacy systems that were many, many years old, um, with some duplication of, um, what was being captured and no single view for offices or, um, support staff. Um, some of the access was limited. You have to be in a, in an actual police building on a desktop computer to access it. Um, other information could only reach officers on the frontline through a telephone call back to one of our enabling services where they would do a manual checkup, um, look at the information, then call the offices back, um, and tell them what they needed to know. So it was a very long laborious process and not very efficient. Um, and we certainly weren't exploiting the data that we had in a very productive way. >>So it sounds like as you're describing and an old clunky system that needed a technological, uh, reimagination, so what was the main motivation for, for doing, for making this shift? >>It was really, um, about making us more efficient and more effective in how we do how we do business. So, um, you know, certainly as a, as an it leader and sort of my operational colleagues, we recognize the benefits, um, that data analytics could bring in, uh, in a policing environment, not something that was, um, really done in the UK at time. You know, we have a lot of data, so we're very data rich and the information that we have, but we needed to turn it into information that was actionable. So that's where we started looking for, um, technology partners and, um, suppliers to help us and sort of help us really with what's the art of the possible, you know, this hasn't been done before. So what could we do in this space that's appropriate for policing >>Helen? I love that idea. What is the art of the possible, can you tell us a little bit about why you chose AWS? >>I think really, you know, as with all things and when we're procuring a partner in the public sector that, you know, there are many rules and regulations quite rightly as you would expect that to be because we're spending public money. So we have to be very, very careful and, um, it's, it's a long process and we have to be open to public scrutiny. So, um, we sort of look to everything, everything that was available as part of that process, but we recognize the benefits that tide would provide in this space because, you know, without moving to a cloud environment, we would literally be replacing something that was legacy with something that was a bit more modern. Um, that's not what we wanted to do. Our ambition was far greater than that. So I think, um, in terms of AWS, really, it was around scalability, interoperability, you know, disaster things like the disaster recovery service, the fact that we can scale up and down quickly, we call it dialing up and dialing back. Um, you know, it's it's page go. So it just sort of ticked all the boxes for us. And then we went through the full procurement process, fortunately, um, it came out on top for us. So we were, we were able to move forward, but it just sort of had everything that we were looking for in that space. >>Matthew, I want to bring you into the conversation a little bit here. How are you working with the wet with the West Midlands police, sorry, and helping them implement this cloud first journey? >>Yeah, so I guess, um, by January the West Midlands police started, um, pay for five years ago now. So, um, we set up a partnership with the force I, and you to operate operation the way that was very different to a traditional supplier relationship. Um, secretary that the data difference insights program is, is one of many that we've been working with less neutral on, um, over the last five years. Um, as having said already, um, cloud gave a number of, uh, advantages certainly from a big data perspective and the things that that enabled us today, um, I'm from an Accenture perspective that allowed us to bring in a number of the different themes that we have say cloud themes, security teams, um, interacted from a design perspective, as well as more traditional services that people would associate with the country. >>So much of this is about embracing comprehensive change to experiment, innovate, and try different things. Matthew, how, how do you help an entity like West Midlands police think differently when they are, there are these ways of doing things that people are used to, how do you help them think about what is the art of the possible, as Helen said, >>There's a few things for that, you know, what's being critical is trying to co-create solutions together. Yeah. There's no point just turning up with, um, what we think is the right answer, try and say, um, collectively work through, um, the issues that the forest are seeing the outcomes they're looking to achieve rather than simply focusing on the long list of requirements I think was critical and then being really open to working together to create the right solution. Um, rather than just, you know, trying to pick something off the shelf that maybe doesn't fit the forces requirements in the way that it should to, right. It's not always a one size fits all. Obviously, you know, today what we thought was critical is making sure that we're creating something that met the forces needs, um, in terms of the outcomes they're looking to achieve the financial envelopes that were available, um, and how we can deliver those in a, uh, iterative agile way, um, rather than spending years and years, um, working towards an outcome, um, that is going to outdate before you even get that. >>How, how are things different? What kinds of business functions and processes have been re-imagined in, in light of this change and this shift >>It's, it's actually unrecognizable now, um, in certain areas of the business as it was before. So to give you a little bit of context, when we, um, started working with essentially century AWS on the data driven insights program, it was very much around providing, um, what was called locally, a wizzy tool for our intelligence analysts to interrogate data, look at data, you know, decide whether they could do anything predictive with it. And it was very much sort of a back office function to sort of tidy things up for us and make us a bit better in that, in that area or a lot better in that area. And it was rolled out to a number of offices, a small number on the front line. Um, I'm really, it was, um, in line with a mobility strategy that we, hardware officers were getting new smartphones for the first time, um, to do sort of a lot of things on, on, um, policing apps and things like that to again, to avoid them, having to keep driving back to police stations, et cetera. >>And the pilot was so successful. Every officer now has access to this data, um, on their mobile devices. So it literally went from a handful of people in an office somewhere using it to do sort of clever whizzbang things to, um, every officer in the force, being able to access that level of data at their fingertips literally. So what they would touch we've done before is if they needed to check and address or check, uh, details of an individual, um, just as one example, they would either have to, in many cases, go back to a police station to look it up themselves on a desktop computer. Well, they would have to make a call back to, um, a centralized function and speak to an operator, relay the questions either, wait for the answer or wait for a call back with the answer when those people are doing the data interrogation manually. >>So the biggest change for us is the self-service nature of the data we now have available. So officers can do it themselves on their phone, wherever they might be. So the efficiency savings, um, from that point of view are immense. And I think just parallel to that is the quality of our data because we had a lot of data, but just because you've got a lot of data and a lot of information doesn't mean it's big data and it's valuable necessarily. Um, so again, it was having the single source of truth as we, as we call it. So you know, that when you are completing those safe searches and getting the responses back, that it is the most accurate information we hold. And also you're getting it back within minutes as opposed to, you know, half an hour, an hour or a drive back to the station. So it's making officers more efficient and it's also making them safer. The more efficient they are, the more time they have to spend, um, out with the public doing what they, you know, we all should be doing. >>And have you seen that kind of return on investment because what you were just describing with all the steps that we'd needed to be taken in prior to this to verify and address say, and those are precious seconds when someone's life is on the line in, in sort of in the course of everyday police work. >>Absolutely. Yeah, absolutely. It's difficult to put a price on it. It's difficult to quantify. Um, but all the, you know, the minutes here and that certainly add up to a significant amount of efficiency savings, and we've certainly been able to demonstrate the officers are spending less time up police stations as a result and more time out on the front line. Also they're safer because they can get information about what may or may not be and address what may or may not have occurred in an area before very, very quickly without having to wait. >>Matthew, I want to hear your observations of working so closely with this West Midlands police. Have you noticed anything about changes in its culture and its operating model in how police officers interact with one another? Have you seen any changes since this technology change, >>Um, unique about the West new misplaces, the buy-in from the top, it depend on the chief and his exact team. And Helen is the leader from an IOT perspective. Um, the entire force is bought in. So what is a significant change program? Uh, uh, not trickles three. Um, everyone in the organization, um, change is difficult. Um, and there's a lot of time effort. That's been put into bake, the technical delivery and the business change and adoption aspects around each of the projects. Um, but you can see the step change that it's making in each aspect to the organization, uh, and where that's putting West Midlands police as a leader in, um, technology I'm policing in the UK. And I think globally, >>And this is a question for both of you because Matthew, as you said, change is difficult and there is always a certain intransigence in workplaces about this is just the way we've always done things and we're used to this and don't try to get us, don't try to get us to do anything new here. It works. How do you get the buy-in that you need to, to do this kind of digital transformation? >>I think it, it would be wrong to say it was easy. Um, um, we also have to bear in mind that this was one program in a five year program. So there was a lot of change going on, um, both internally for some of our back office functions, as well as front tie, uh, frontline offices. So with DDI in particular, I think the stat change occurred when people could see what it could do for them. You know, we had lots of workshops and seminars where we all talk about, you know, big data and it's going to be great and it's data analytics and it's transformational, you know, and quite rightly people that are very busy doing a day job that not necessarily technologists in the main and, you know, are particularly interested quite rightly so in what we are not dealing with the cloud, you know? >>And it was like, yeah, okay. It's one more thing. And then when they started to see on that, on their phones and what teams could do, that's when it started to sell itself. And I think that's when we started to see, you know, to see the stack change, you know, and, and if we, if we have any issues now it's literally, you know, our help desks in meltdown. Cause everyone's like, well, we call it manage without this anymore. And I think that speaks for itself. So it doesn't happen overnight. It's sort of incremental changes and then that's a step change in attitude. And when they see it working and they see the benefits, they want to use it more. And that's how it's become fundamental to our policing by itself, really without much selling >>Matthew, Helen just made a compelling case for how to get buy in. Have you discovered any other best practices when you are trying to get everyone on board for this kind of thing? >>So we've, um, we've used a lot of the traditional techniques, things around comms and engagement. We've also used things like, um, the 30 day challenge and nudge theory around how can we gradually encourage people to use things? Um, I think there's a point where all of this around, how do we just keep it simple and keep it user centric from an end user perspective? I think DDI is a great example of where the, the technology is incredibly complex. The solution itself is, um, you know, extremely large and, um, has been very difficult to, um, get delivered. But at the heart of it is a very simple front end for the user to encourage it and take that complexity away from them. Uh, I think that's been critical through the whole piece of video. >>One final word from Helen. I want to hear, where do you go from here? What is the longterm vision? I know that this made productivity, >>Um, productivity savings equivalent to 154 full-time officers. Uh, what's next, I think really it's around, um, exploiting what we've got. Um, I use the phrase quite a lot, dialing it up, which drives my technical architects crazy, but because it's apparently not that simple, but, um, you know, we've, we've been through significant change in the last five years and we are still continuing to batch all of those changes into everyday, um, operational policing. But what we need to see now is we need to exploit and build on the investments that we've made, um, in terms of data and claims specifically, the next step really is about expanding our pool of data and our functions. Um, so that, you know, we keep getting better and better, um, at this, um, the more we do, the more data we have, the more refined we can be, the more precise we are with all of our actions. >>Um, you know, we're always being expected to, again, look after the public purse and do more for less. And I think this is certainly an and our cloud journey and cloud first by design, which is where we are now, um, is helping us to be future-proofed. So for us, it's very much an investment. And I see now that we have good at embedded in operational policing for me, this is the start of our journey, not the end. So it's really exciting to see where we can go from here. Exciting times. Indeed. Thank you so much. And Matthew for joining us, I really appreciate it. And you are watching the cube stay tuned for more of the cubes coverage of the AWS reinvent Accenture executive summit. I'm Rebecca Knight from around the globe with digital coverage, >>AWS reinvent executive summit, 2020, sponsored by Accenture and AWS. Everyone. Welcome to the cube virtual coverage of the executive summit at AWS reinvent 2020 virtual. This is the cube virtual. We can't be there in person like we are every year we have to be remote. This executive summit is with special programming supported by Accenture where the cube virtual I'm your host John for a year, we had a great panel here called uncloud first digital transformation from some experts, Stuart driver, the director of it and infrastructure and operates at lion Australia, Douglas Regan, managing director, client account lead at lion for Accenture as a deep Islam associate director application development lead for Accenture gentlemen, thanks for coming on the cube virtual that's a mouthful, all that digital, but the bottom line it's cloud transformation. This is a journey that you guys have been on together for over 10 years to be really a digital company. Now, some things have happened in the past year that kind of brings all this together. This is about the next generation organization. So I want to ask Stuart you first, if you can talk about this transformation at lion has undertaken some of the challenges and opportunities and how this year in particular has brought it together because you, you know, COVID has been the accelerant of digital transformation. Well, if you're 10 years in, I'm sure you're there. You're in the, uh, uh, on that wave right now. Take a minute to explain this transformation journey. >>Yeah, sure. So number of years back, we, we looked at kind of our infrastructure and our landscape. I'm trying to figure out where we wanted to go next. And we were very analog based, um, and stuck in the old it groove of, you know, capital refresh, um, struggling to transform, struggling to get to a digital platform and we needed to change it up so that we could, uh, become very different business to the one that we were back then. Um, obviously cloud is an accelerant to that and we had a number of initiatives that needed a platform to build on. And a cloud infrastructure was the way that we started to do that. So we went through a number of transformation programs that we didn't want to do that in the old world. We wanted to do it in a new world. So for us, it was partnering up with a, you know, great organizations that can take you on the journey and, uh, you know, start to deliver a bit by bit incremental progress, uh, to get to the, uh, I guess the promise land. >>Um, we're not, uh, not all the way there, but to where we're a long way along. And then when you get to some of the challenges like we've had this year, um, it makes all of the hard work worthwhile because you can actually change pretty quickly, um, provide capacity and, uh, and increase your environments and, you know, do the things that you need to do in a much more dynamic way than we would have been able to previously where we might've been waiting for the hardware vendors, et cetera, to deliver capacity for us this year, it's been a pretty strong year from an it perspective and delivering for the business needs, >>Forget the Douglas. I want to just real quick and redirect to you and say, you know, for all the people who said, Oh yeah, you got to jump on cloud, get in early, you know, a lot of naysayers like, well, wait till to mature a little bit. Really, if you got in early and you paying your dues, if you will taking that medicine with the cloud, you're really kind of peaking at the right time. Is that true? Is that one of the benefits that comes out of this getting in the cloud, >>John, this has been an unprecedented year, right. And, um, you know, Australia, we had to live through Bush fires and then we had covert and, and then we actually had to deliver a, um, a project I'm very know transformational product project, completely remote. And then we also had had some, some cyber challenges, which is public as well. And I don't think if we weren't moved into and enabled through the cloud would have been able to achieve that this year. It would have been much different. It would have been very difficult to do the fact that we were able to work and partner with Amazon through this year, which is unprecedented and actually come out the other end and we've delivered a brand new digital capability across the entire business. Um, it wouldn't >>Have been impossible if we could, I guess, stayed in the old world. The fact that we moved into the new Naval by the Navy allowed us to work in this unprecedented gear >>Just quick. What's your personal view on this? Because I've been saying on the Cuban reporting, necessity's the mother of all invention and the word agility has been kicked around as kind of a cliche, Oh, it'd be agile. You know, we're gonna get to Sydney. You get a minute on specifically, but from your perspective, uh, Douglas, what does that mean to you? Because there is benefits there for being agile. And >>I mean, I think as Stuart mentioned writing, and a lot of these things we try to do and, you know, typically, you know, hardware capabilities of the last to be told and, and always the only critical path to be done. You know, we really didn't have that in this case, what we were doing with our projects in our deployments, right. We were able to move quickly able to make decisions in line with the business and really get things going, right. So you, a lot of times in a traditional world, you have these inhibitors, you have these critical path, it takes weeks and months to get things done as opposed to hours and days. And it truly allowed us to, we had to VJ things, move things. And, you know, we were able to do that in this environment with AWS to support and the fact that we can kind of turn things off and on as quickly as we need it. Yeah. >>Cloud-scale is great for speed. So DECA got, Gardez get your thoughts on this cloud first mission, you know, it, you know, the dev ops worlds, they saw this early, that jumping in there, they saw the, the, the agility. Now the theme this year is modern applications with the COVID pandemic pressure, there's real business pressure to make that happen. How did you guys learn to get there fast? And what specifically did you guys do at Accenture and how did it all come together? Can you take us inside kind of how it played out? >>All right. So we started off with us and we work with lions experts and, uh, the lost knowledge that allowed reconstructive being had. Um, we then applied our journey group cloud strategy basically revolves around the seven Oz and, and, uh, you know, the deep peaking steps from our perspective, uh, assessing the current bottom, setting up the new cloud in modern. And as we go modernizing and, and migrating these applications to the cloud now, you know, one of the things that, uh, no we did not along this journey was that, you know, you can have the best plans, but bottom of that, we were dealing with, we often than not have to make changes. Uh, what a lot of agility and also work with a lot of collaboration with the, uh, Lyon team, as well as, uh, uh, AWS. I think the key thing for me was being able to really bring it all together. It's not just, uh, you know, essentially mobilize all of us. >>What were some of the learnings real quick, your journey there? >>So I think perspective the key learnings around that, you know, uh, you know, what, when we look back at, uh, the, the infrastructure that was that we were trying to migrate over to the cloud, a lot of the documentation, et cetera, was not, uh, available. We were having to, uh, figure out a lot of things on the fly. Now that really required us to have, uh, uh, people with deep expertise who could go into those environments and, and work out, uh, you know, the best ways to, to migrate the workloads to the cloud. Uh, I think, you know, the, the biggest thing for me was making Jovi had on that real SMEs across the board globally, that we could leverage across various technologies, uh, uh, and, and, and, you know, that would really work in our collaborative and agile environment would line >>Just do what I got to ask you. How did you address your approach to the cloud and what was your experience? >>Yeah, for me, it's around getting the foundations right. To start with and then building on them. Um, so, you know, you've got to have your, your process and you're going to have your, your kind of your infrastructure there and your blueprints ready. Um, AWS do a great job of that, right. Getting the foundations right. And then building upon it, and then, you know, partnering with Accenture allows you to do that very successfully. Um, I think, um, you know, the one thing that was probably surprising to us when we started down this journey and kind of, after we got a long way down, the track of looking backwards is actually how much you can just turn off. Right? So a lot of stuff that you, uh, you get left with a legacy in your environment, and when you start to work through it with the types of people that civic just mentioned, you know, the technical expertise working with the business, um, you can really rationalize your environment and, uh, um, you know, cloud is a good opportunity to do that, to drive that legacy out. >>Um, so you know, a few things there, the other thing is, um, you've got to try and figure out the benefits that you're going to get out of moving here. So there's no point just taking something that is not delivering a huge amount of value in the traditional world, moving it into the cloud, and guess what it's going to deliver the same limited amount of value. So you've got to transform it, and you've got to make sure that you build it for the future and understand exactly what you're trying to gain out of it. So again, you need a strong collaboration. You need a good partners to work with, and you need good engagement from the business as well, because the kind of, uh, you know, digital transformation, cloud transformation, isn't really an it project, I guess, fundamentally it is at the core, but it's a business project that you've got to get the whole business aligned on. You've got to make sure that your investment streams are appropriate and that you're able to understand the benefits and the value that you're going to drive back towards the business. >>Let's do it. If you don't mind me asking what was some of the obstacles encountered or learnings, um, that might've differed from the expectation we all been there, Hey, you know, we're going to change the world. Here's the sales pitch, here's the outcome. And then obviously things happen, you know, you learn legacy, okay. Let's put some containerization around that cloud native, um, all that rational. You're talking about what are, and you're going to have obstacles. That's how you learn. That's how perfection has developed. How, what obstacles did you come up with and how are they different from your expectations going in? >>Yeah, they're probably no different from other people that have gone down the same journey. If I'm totally honest, the, you know, 70 or 80% of what you do is relative music, because they're a known quantity, it's relatively modern architectures and infrastructures, and you can, you know, upgrade, migrate, move them into the cloud, whatever it is, rehost, replatform, rearchitect, whatever it is you want to do, it's the other stuff, right? It's the stuff that always gets left behind. And that's the challenge. It's, it's getting that last bit over the line and making sure that you haven't invested in the future while still carrying all of your legacy costs and complexity within your environment. So, um, to be quite honest, that's probably taken longer and, and has been more of a challenge than we thought it would be. Um, the other piece I touched on earlier on in terms of what was surprising was actually how much of your environment is actually not needed anymore. >>When you start to put a critical eye across it and understand, um, uh, ask the tough questions and start to understand exactly what, what it is you're trying to achieve. So if you ask a part of a business, do they still need this application or this service a hundred percent of the time, they'll say yes, until you start to lay out to them, okay, now I'm going to cost you this to migrate it or this, to run it in the future. And, you know, here's your ongoing costs and, you know, et cetera, et cetera. And then, uh, for a significant amount of those answers, you get a different response when you start to layer on the true value of it. So you start to flush out those hidden costs within the business, and you start to make some critical decisions as a company based on, uh, based on that. So that was a little tougher than we first thought and probably broader than we thought there was more of that than we anticipated, which actually resulted in a much cleaner environment post and post migration. Yeah. >>Well, expression, if it moves automated, you know, it's kind of a joke on government, how they want to tax everything, you know, you want to automate, that's a key thing in cloud, and you've got to discover those opportunities to create value, uh, Stuart and Siddique. Mainly if you can weigh in on this love to know the percentage of total cloud that you have now, versus when you started, because as you start to uncover whether it's by design for purpose, or you discover opportunities to innovate, like you guys have, I'm sure it kind of, you took on some territory inside Lyon, what percentage of cloud now versus >>Yeah. At the start, it was minimal, right. You know, close to zero, right. Single and single digits. Right. It was mainly SAS environments that we had, uh, sitting in cloud when we, uh, when we started, um, Doug mentioned earlier a really significant transformation project that we've undertaken recently gone live on a multi-year one. Um, you know, that's all stood up on AWS and is a significant portion of our environment, um, in terms of what we can move to cloud. Uh, we're probably at about 80 or 90% now. And the balanced bit is, um, legacy infrastructure that is just gonna retire as we go through the cycle rather than migrate to the cloud. Um, so we are significantly cloud-based and, uh, you know, we're reaping the benefits of it in a year, like 2020, and makes you glad that you did all of the hard yards in the previous years when you start business challenges, trying out as, >>So do you get any common reaction to the cloud percentage penetration? >>Sorry, I didn't, I didn't catch that, but I, all I was going to say was, I think it's like the typical 80 20 rule, right? We, we, we worked really hard in the, you know, I think 2018, 19 to get 80% off the, uh, application onto the cloud. And over the last year is the 20% that we have been migrating. And Stuart said, right. A lot of it is also, that's going to be your diet. And I think our next big step is going to be obviously, you know, the icing on the cake, which is to decommission all of these apps as well. Right. So, you know, to get the real benefits out of, uh, out of the whole conservation program from a, uh, from a reduction of CapEx, OPEX perspective, >>Douglas and Stuart, can you guys talk about the decision around the clouds because you guys have had success with AWS? Why AWS how's that decision made? Can you guys give some insight into some of those things? >>I can, I can start, start off. I think back when the decision was made and it was, it was a while back, um, you know, there was some clear advantages of moving relay, Ws, a lot of alignment with some of the significant projects and, uh, the trend, that particular one big transformation project that we've alluded to as well. Um, you know, we needed some, um, some very robust and, um, just future proof and, and proven technology. And AWS gave that to us. We needed a lot of those blueprints to help us move down the path. We didn't want to reinvent everything. So, um, you know, having a lot of that legwork done for us and AWS gives you that, right. And particularly when you partner up with, uh, with a company like Accenture as well, you get combinations of technology and the, the skills and the knowledge to, to move you forward in that direction side. Um, you know, for us, it was a, uh, uh, it was a decision based on, you know, best of breed, um, you know, looking forward and, and trying to predict the future needs and, and, and kind of the environmental that we might need. Um, and, you know, partnering up with organizations that can then take you on the journey >>Just to build on that. So obviously, you know, lines like an antivirus, but, you know, we knew it was a very good choice given the, um, >>Uh, skills and the capability that we had, as well as the assets and tools we had to get the most out of an AWS. And obviously our CEO globally just made an announcement about a huge investment that we're making in cloud. Um, but you know, we've, we've worked very well with AWS. We've done some joint workshops and joint investments, um, some joint POC. So yeah, w we have a very good working relationship, AWS, and I think, um, one incident to reflect upon whether it's cyber it's and again, where we actually jointly, you know, dove in with, um, with Amazon and some of their security experts and our experts. And we're able to actually work through that with mine quite successful. So, um, you know, really good behaviors as an organization, but also really good capabilities. >>Yeah. As you guys, your essential cloud outcomes, research shown, it's the cycle of innovation with the cloud, that's creating a lot of benefits, knowing what you guys know now, looking back certainly COVID has impacted a lot of people kind of going through the same process, knowing what you guys know now, would you advocate people to jump on this transformation journey? If so, how, and what tweaks they make, which changes, what would you advise? >>I might take that one to start with. Um, I hate to think where we would have been when, uh, COVID kicked off here in Australia and, you know, we were all sent home, literally were at work on the Friday, and then over the weekend. And then Monday, we were told not to come back into the office and all of a sudden, um, our capacity in terms of remote access and I quadrupled, or more four, five X, what we had on the Friday we needed on the Monday. And we were able to stand that up during the day Monday into Tuesday, because we were cloud-based and, uh, you know, we just spun up your instances and, uh, you know, sort of our licensing, et cetera. And, and we had all of our people working remotely, um, within, uh, you know, effectively one business day. Um, I know peers of mine in other organizations and industries that are relying on kind of a traditional wise and getting hardware, et cetera, that were weeks and months before they could get the right hardware to be able to deliver to their user base. >>So, um, you know, one example where you're able to scale and, uh, uh, get, uh, get value out of this platform beyond probably what was anticipated at the time you talk about, um, you know, less this, the, and all of these kinds of things. And you can also think of a few scenarios, but real world ones where you're getting your business back up and running in that period of time is, is just phenomenal. There's other stuff, right? There's these programs that we've rolled out, you do your sizing, um, and in the traditional world, you would just go out and buy more servers than you need. And, you know, probably never realize the full value of those, you know, the capability of those servers over the life cycle of them. Whereas, you know, in a cloud world, you put in what you think is right. And if it's not right, you pump it up a little bit when, when all of your metrics and so on telling you that you need to bump it up and conversely Scarlett down at the same rate. So for us with the types of challenges and programs and, uh, uh, and just business need, that's come at as this year, uh, we wouldn't have been able to do it without a strong cloud base, uh, to, uh, to move forward with >>Yeah, Douglas, one of the things that I talked to, a lot of people on the right side of history who have been on the right wave with cloud, with the pandemic, and they're happy, they're like, and they're humble. Like, well, we're just lucky, you know, luck is preparation meets opportunity. And this is really about you guys getting in early and being prepared and readiness. This is kind of important as people realize, then you gotta be ready. I mean, it's not just, you don't get lucky by being in the right place, the right time. And there were a lot of companies were on the wrong side of history here who might get washed away. This is a second >>I think, to echo and kind of build on what Stewart said. I think that the reason that we've had success and I guess the momentum is we, we didn't just do it in isolation within it and technology. It was actually linked to broader business changes, you know, creating basically a digital platform for the entire business, moving the business, where are they going to be able to come back stronger after COVID, when they're actually set up for growth, um, and actually allows, you know, a line new achievements, growth objectives, and also its ambitions as far as what he wants to do, uh, with growth in whatever they may do as acquiring other companies and moving into different markets and launching new product. So we've actually done it in a way that there's, you know, real and direct business benefit, uh, that actually enables line to grow >>General. I really appreciate you coming. I have one final question. If you can wrap up here, uh, Stuart and Douglas, you don't mind waiting, and what's the priorities for the future. What's next for lion and a century >>Christmas holidays, I'll start Christmas holidays. And I spent a third year and then a, and then a reset, obviously, right? So, um, you know, it's, it's figuring out, uh, transform what we've already transformed, if that makes sense. So God, a huge proportion of our services sitting in the cloud. Um, but we know we're not done even with the stuff that is in there. We need to take those next steps. We need more and more automation and orchestration. We need to, um, our environment, there's more future growth. We need to be able to work with the business and understand what's coming at them so that we can, um, you know, build that into, into our environment. So again, it's really transformation on top of transformation is the way that I'll describe it. And it's really an open book, right? Once you get it in and you've got the capabilities and the evolving tool sets that AWS continue to bring to the market base, um, you know, working with the partners to, to figure out how we unlock that value, um, you know, drive our costs down our efficiency, uh, all of those kind of, you know, standard metrics. >>Um, but you know, we're looking for the next things to transform and show value back out to our customer base, um, that, uh, that we continue to, you know, sell our products to and work with and understand how we can better meet their needs. Yeah, I think just to echo that, I think it's really leveraging this and then digital capability they have and getting the most out of that investment. And then I think it's also moving to, >>Uh, and adopting more new ways of working as far as, you know, the state of the business. Um, it's getting up the speed of the market is changing. So being able to launch and do things quickly and also, um, competitive and efficient operating costs, uh, now that they're in the cloud, right. So I think it's really leveraging the most out of a platform and then, you know, being efficient in launching things. So putting the, with the business, >>Cedric, any word from you on your priorities by UC this year and folding. >>Yeah. So, uh, just going to say like e-learning squares, right for me were around, you know, just journey. This is a journey to the cloud, right. And, uh, you know, as well dug into sort of Saturday, it's getting all, you know, different parts of the organization along the journey business to ID to your, uh, product windows, et cetera. Right. And it takes time with this stuff, but, uh, uh, you know, you gotta get started on it and, you know, once we, once we finish off, uh, it's the realization of the benefits now that, you know, I'm looking forward? I think for, from Alliance perspective, it's, it is, uh, you know, once we migrate all the workloads to the cloud, it is leveraging, uh, all stack drive. And as I think Stewart said earlier, uh, with, uh, you know, the latest and greatest stuff that AWS it's basically working to see how we can really, uh, achieve more better operational excellence, uh, from a, uh, from a cloud perspective. >>Well, Stewart, thanks for coming on with a century and sharing your environment and what's going on and your journey you're on the right wave. Did the work you were in that it's all coming together with faster, congratulations for your success, and really appreciate Douglas with Steve for coming on as well from Accenture. Thank you for coming on. Thanks, John. Okay. Just the cubes coverage of executive summit at AWS reinvent. This is where all the thought leaders share their best practices, their journeys, and of course, special programming with the center and the cube. I'm Sean ferry, your host, thanks for watching From around the globe. It's the cube with digital coverage of AWS reinvent executive summit 2020, sponsored by Accenture and AWS. >>Welcome everyone to the cube virtuals coverage of the Accenture executive summit. Part of AWS reinvent 2020. I'm your host Rebecca Knight. We are talking today about reinventing the energy data platform. We have two guests joining us. First. We have Johan Krebbers. He is the GM digital emerging technologies and VP of it. Innovation at shell. Thank you so much for coming on the show. Johan you're welcome. And next we have Liz Dennett. She is the lead solution architect for O S D U on AWS. Thank you so much, Liz. You'll be. So I want to start our conversation by talking about OSD. You like so many great innovations. It started with a problem Johan. What was the problem you were trying to solve at shell? >>Yeah, the ethical back a couple of years, we started summer 2017, where we had a meeting with the deg, the gas exploration in shell, and the main problem they had. Of course, they got lots of lots of data, but are unable to find the right data. They need to work from once the day, this was scattered in is scattered my boss kind of Emirates all over the place and turned them into real, probably tried to solve is how that person working exploration could find their proper date, not just a day of loss of date. You really needed that we did probably talked about is summer 2017. We said, okay. The only way ABC is moving forward is to start pulling that data into a single data platform. And that, that was at the time that we called it as the, you, the subsurface data universe in there was about the shell name was so in, in January, 2018, we started a project with Amazon to start grating a freaking that building, that Stu environment that the, that universe, so that single data level to put all your exploration and Wells data into that single environment that was intent and every cent, um, already in March of that same year, we said, well, from Michele point of view, we will be far better off if we could make this an industry solution and not just a shelf solution, because Shelby, Shelby, if you can make this industry solution, but people are developing applications for it. >>It also is far better than for shell to say we haven't shell special solution because we don't make money out of how we start a day that we can make money out of, if you have access to the data, we can explore the data. So storing the data we should do as efficiently possibly can. So in March, we reached out to about eight or nine other large, uh, I gas operators, like the economics, like the totals, like the chefs of this world and say, Hey, we inshallah doing this. Do you want to join this effort? And to our surprise, they all said, yes. And then in September, 2018, we had our kickoff meeting with your open group where we said, we said, okay, if you want to work together, lots of other companies, we also need to look at, okay, how, how we organize that, or is that if you started working with lots of large companies, you need to have some legal framework around some framework around it. So that's why we went to the open group and said, okay, let's, let's form the ODU forum as we call it the time. So it's September, 2080, where I did a Galleria in Houston, but the kick off meeting for the OT four with about 10 members at the time. So there's just over two years ago, we started an exercise for me called ODU, kicked it off. Uh, and so that's really then we'll be coming from and how we got there. Also >>The origin story. Um, well, so what digging a little deeper there? What were some of the things you were trying to achieve with the OSD? >>Well, a couple of things we've tried to achieve with OSU, um, first is really separating data from applications. And what is the, what is the biggest problem we have in the subsurface space that the data and applications are all interlinked or tied together. And if you have them and a new company coming along and say, I have this new application and has access to the data that is not possible because the data often interlinked with the application. So the first thing we did is really breaking the link between the application, the data as those levels, the first thing we did, secondly, put all the data to a single data platform, take the silos out what was happening in the subsurface space. And they got all the data in what we call silos in small little islands out there. So we're trying to do is first break the link to great, great. >>They put the data in a single data bathroom, and a third part who does standard layer. On top of that, it's an API layer on top of the, a platform. So we could create an ecosystem out of companies to start developing soft applications on top of dev data platform across you might have a data platform, but you're only successful. If you have a rich ecosystem of people start developing applications on top of that. And then you can explore today, like small companies, last company, university, you name it, we're getting after create an ecosystem out here. So the three things, whereas was first break the link between application data, just break it and put data at the center and also make sure that data, this data structure would not be managed by one company. It would only be met. It will be managed the data structures by the OT forum. Secondly, then the data of single data platform certainly has an API layer on top and then create an ecosystem. Really go for people, say, please start developing applications because now you have access to the data. I've got the data no longer linked to somebody whose application was all freely available for an API layer. That was, that was all September, 2018, more or less. >>And to bring you in here a little bit, can you talk a little bit about some of the imperatives from the AWS standpoint in terms of what you were trying to achieve with this? Yeah, absolutely. And this whole thing is Johan said started with a challenge that was really brought out at shell. The challenges that geo-scientists spend up to 70% of their time looking for data, I'm a geologist I've spent more than 70% of my time trying to find data in these silos. And from there, instead of just figuring out how we could address that one problem, we worked together to really understand the root cause of these challenges and working backwards from that use case OSU and OSU on AWS has really enabled customers to create solutions that span, not just this in particular problem, but can really scale to be inclusive of the entire energy chain and deliver value from these use cases to the energy industry and beyond. Thank you, Lee, uh, Johann. So talk a little bit about Accenture's cloud first approach and how it has, uh, helped shell work faster and better with speed. >>Well, of course, access a cloud first approach only works together in an Amazon environment, AWS environment. So we really look at, at, at, at Accenture and others altogether helping shell in this space. Now the combination of the two is what we're really looking at, uh, where access of course can be, this is not a student who that environment operates, support knowledge to an environment. And of course, Amazon would be doing that to today's environment that underpinning, uh, services, et cetera. So, uh, we would expect a combination, a lot of goods when we started rolling out and put in production, the old you are three and bubble because we are anus. Then when the release feed comes to the market in Q1 next year of ODU, when he started going to Audi production inside shell, but as the first release, which is ready for prime time production across an enterprise will be released one just before Christmas, last year when he's still in may of this year. But release three is the first release we want to use for full scale production deployment inside shell, and also all the operators around the world. And there is what Amazon, sorry. Um, extensive can play a role in the ongoing, in the, in deployment building up, but also support environment. >>So one of the other things that we talk a lot about here on the cube is sustainability. And this is a big imperative at so many organizations around the world in particular energy companies. How does this move to OSD you, uh, help organizations become, how is this a greener solution for companies? >>Well, firstly make it, it's a great solution because you start making a much more efficient use of your resources, which is, which is already an important one. The second thing they're doing is also, we started with ODU in the oil and gas space with the expert development space. We've grown, uh OTU but in our strategy of growth, OSU now also do an alternative energy sociology. We'll all start supporting next year. Things like solar farms, wind farms, uh, the, the dermatomal environment hydration. So it becomes an and, and an open energy data platform, not just for the, for the, I want to get into steam that's for new industry, any type of energy industry. So our focus is to create, bring that data of all those various energy data sources together into a single data platform. You're going to use AI and other technology on top of that to exploit the data, to meet again in a single data platform. >>Liz, I want to ask you about security because security is, is, is such a big concern when it comes to how secure is the data on OSD you, um, actually, can I talk, can I do a follow up on the sustainability talking? Oh, absolutely. By all means. I mean, I want to interject though security is absolutely our top priority. I don't mean to move away from that, but with sustainability, in addition to the benefits of the OSU data platform, when a company moves from on-prem to the cloud, they're also able to leverage the benefits of scale. Now, AWS is committed to running our business in the most environmentally friendly way possible. And our scale allows us to achieve higher resource utilization and energy efficiency than a typical on-prem data center. Now, a recent study by four 51 research found that AWS is infrastructure is 3.6 times more energy efficient than the median of surveyed enterprise data centers. Two thirds of that advantage is due to higher server utilization and a more energy efficient server population. But when you factor in the carbon intensity of consumed electricity and renewable energy purchases, four 51 found that AWS performs the same task with an 88% lower carbon footprint. Now that's just another way that AWS and OSU are working to support our customers is they seek to better understand their workflows and make their legacy businesses less carbon intensive. >>That's that's those are those statistics are incredible. Do you want to talk a little bit now about security? Absolutely. And security will always be AWS is top priority. In fact, AWS has been architected to be the most flexible and secure cloud computing environment available today. Our core infrastructure is built to satisfy. There are the security requirements for the military global banks and other high sensitivity organizations. And in fact, AWS uses the same secure hardware and software to build and operate each of our regions. So that customers benefit from the only commercial cloud that's had hits service offerings and associated supply chain vetted and deemed secure enough for top secret workloads. That's backed by a deep set of cloud security tools with more than 200 security compliance and governmental service and key features as well as an ecosystem of partners like Accenture, that can really help our customers to make sure that their environments for their data meet and or exceed their security requirements. Johann, I want you to talk a little bit about how OSD you can be used today. Does it only handle subsurface data >>And today it's hundreds of servers or Wells data. We got to add to that production around the middle of next year. That means that the whole upstate business. So we've got, if you look at MC, obviously this goes from exploration all the way to production. You've been at the into to a single data platform. So production will be added the round Q3 of next year. Then it principal, we have a difficult, the elder data that single environment, and we want to extended them to other data sources or energy sources like solar farms, wheat farms, uh, hydrogen hydro at San Francisco. We want to add a whore or a list of other day. >>And he saw a student and B all the data together into a single data club. So we move from an fallen guest, a data platform to an energy data platform. That's really what our objective is because the whole industry we've looked at, I've looked at our company companies all moving in that same direction of quantity, of course are very strong at all, I guess, but also increase the, got into all the other energy sources like, like solar, like wind, like, like the hydrogen, et cetera. So we, we move exactly the same method that, that, that the whole OSU can really support at home. And as a spectrum of energy sources, of course, >>And Liz and Johan. I want you to close us out here by just giving us a look into your crystal balls and talking about the five and 10 year plan for OSD. You we'll start with you, Liz. What do you, what do you see as the future holding for this platform? Um, honestly, the incredibly cool thing about working at AWS is you never know where the innovation and the journey is going to take you. I personally am looking forward to work with our customers, wherever their OSU journeys, take them, whether it's enabling new energy solutions or continuing to expand, to support use cases throughout the energy value chain and beyond, but really looking forward to continuing to partner as we innovate to slay tomorrow's challenges. >>Yeah. First, nobody can look that far ahead, any more nowadays, especially 10 years mean now, who knows what happens in 10 years, but if you look what our whole objective is that really in the next five years owes you will become the key backbone for energy companies for storing your data. You are efficient intelligence and optimize the whole supply energy supply chain in this world out there. >>Rubbers Liz Dennett. Thank you so much for coming on the cube virtual, >>Thank you, >>Rebecca nights, stay tuned for more of our coverage of the Accenture executive summit >>Around the globe. It's the cube with digital coverage of AWS reinvent executive summit 2020, sponsored by Accenture and AWS. >>Welcome everyone to the cubes coverage of the Accenture executive summit. Part of AWS reinvent. I'm your host Rebecca Knight today we're welcoming back to Kubila. We have Kishor Dirk. He is the Accenture senior managing director cloud first global services lead. Welcome back to the show >>Kishore. Thank you very much. >>Nice to meet again. And, uh, Tristin moral horse set. He is the managing director, Accenture cloud first North American growth. Welcome back to YouTube. >>Great to be back in. Great to see you again, Rebecca. >>Exactly. Even in this virtual format, it is good to see your faces. Um, today we're going to be talking about my nav and green cloud advisor >>Capability. Kishor I want to start with you. So my NAB is a platform that is really celebrating its first year in existence. Uh, November, 2019 is when Accenture introduced it. Uh, but it's, it has new relevance in light of this global pandemic that we are all enduring and suffering through. Tell us a little bit about the miner platform, what it is. >>Sure, Rebecca, you know, we lost it and now 2019 and, uh, you know, it is a cloud platform to help our clients navigate the complexity of cloud and cloud decisions and to make it faster and obviously innovate in the cloud, uh, you know, with the increased relevance and all the, especially over the last few months with the impact of COVID crisis and exhibition of digital transformation, you know, we are seeing the transformation of the acceleration to cloud much faster. This platform that you're talking about has enabled hundred and 40 clients globally across different industries. You identify the right cloud solution, navigate the complexity, provide a cloud specific solution simulate for our clients to meet the strategy business needs and the clients are loving it. >>I want to go to you now trust and tell us a little bit about how my nav works and how it helps companies make good cloud choices. >>Yeah. So Rebecca we've talked about cloud is, is more than just infrastructure and that's what mine app tries to solve for. It really looks at a variety of variables, including infrastructure operating model and fundamentally what clients business outcomes, um, uh, our clients are, are looking for and, and identify as the optimal solution for what they need. And we design this to accelerate and we mentioned the pandemic. One of the big focus now is to accelerate. And so we worked through a three-step process. The first is scanning and assessing our client's infrastructure, their data landscape, their application. Second, we use our automated artificial intelligence engine to interact with. We have a wide variety and library of, uh, collective plot expertise. And we look to recommend what is the enterprise architecture and solution. And then third, before we aligned with our clients, we look to simulate and test this scaled up model. And the simulation gives our clients a wait to see what cloud is going to look like, feel like and how it's going to transform their business before they go there. >>Tell us a little bit about that in real life. Now as a company, so many of people are working remotely having to collaborate, uh, not in real life. How is that helping them right now? >>So, um, the, the pandemic has put a tremendous strain on systems, uh, because of the demand on those systems. And so we talk about resiliency. We also now need to collaborate across data across people. Um, I think all of us are calling from a variety of different places where our last year we were all at the cube itself. Um, and, and cloud technologies such as teams, zoom that we're we're leveraging now has fundamentally accelerated and clients are looking to onboard this for their capabilities. They're trying to accelerate their journey. They realize that now the cloud is what is going to become important for them to differentiate. Once we come out of the pandemic and the ability to collaborate with their employees, their partners, and their clients through these systems is becoming a true business differentiator for our clients. >>Sure. I want to talk with you now about my NABS multiple capabilities, um, and helping clients design and navigate their cloud journeys. Tell us a little bit about the green cloud advisor capability and its significance, particularly as so many companies are thinking more deeply and thoughtfully about sustainability. >>Yes. So since the launch of my NAB, we continue to enhance capabilities for our clients. One of the significant, uh, capabilities that we have enabled is the brain trust advisor today. You know, Rebecca, a lot of the businesses are more environmentally aware and are expanding efforts to decrease power consumption, uh, and obviously carbon emissions and, uh, and run a sustainable operations across every aspect of the enterprise. Uh, as a result, you're seeing an increasing trend in adoption of energy, efficient infrastructure in the global market. And one of the things that we did, a lot of research we found out is that there's an ability to influence our client's carbon footprint through a better cloud solution. And that's what we entered by brings to us, uh, in, in terms of a lot of the client connotation that you're seeing in Europe, North America and others, lot of our clients are accelerating to a green cloud strategy to unlock beta financial, societal and environmental benefit, uh, through obviously cloud-based circular, operational and sustainable products and services. That is something that, uh, we are enhancing my now and we are having active client discussions at this point of time. >>So Tristan, tell us a little bit about how this capability helps clients make greener. >>Yeah. Um, well, let's start about the investments from the cloud providers in renewable and sustainable energy. Um, they have most of the hyperscalers today, um, have been investing significantly on data centers that are run or renewable energy, some incredibly creative constructs on the how to do that. And sustainability is therefore a key, um, key item of importance for the hyperscalers and also for our clients who now are looking for sustainable energy. And it turns out this marriage is now possible. I can, we marry the, the green capabilities of the cloud providers with a sustainability agenda of our clients. And so what we look into way the mine EF works is it looks at industry benchmarks and evaluates our current clients, um, capabilities and carpet footprint leveraging their existing data centers. We then look to model from an end-to-end perspective, how the, their journey to the cloud leveraging sustainable and, um, and data centers with renewable energy. We look at how their solution will look like and, and quantify carbon tax credits, um, improve a green index score and provide quantifiable, um, green cloud capabilities and measurable outcomes to our clients, shareholders, stakeholders, clients, and customers, um, and our green plot advisors, sustainability solutions already been implemented at three clients. And in many cases in two cases has helped them reduce the carbon footprint by up to 400% through migration from their existing data center to green club. Very, very important. Yeah, >>That is remarkable. Now tell us a little bit about the kinds of clients. Is this, is this more interesting to clients in Europe? Would you say that it's catching on in the United States where we're at? What is the breakdown that you're seeing right now? >>Sustainability is becoming such a global agenda and we're seeing our clients, um, uh, tie this and put this at board level, um, uh, agenda and requirements across the globe. Um, Europe has specific constraints around data sovereignty, right, where they need their data in country, but from a green, a sustainability agenda, we see clients across all our markets, North America, Europe, and our growth markets adopt this. And we have seen case studies in all three markets >>Kisha. I want to bring you back into the conversation. Talk a little bit about how mine up ties into Accenture's cloud first strategy, your Accenture's CEO, Julie Sweet has talked about post COVID leadership requiring every business to become a cloud first business. Tell us a little bit about how this ethos is in Accenture and how you're sort of looking outward with it too. >>So Rebecca mine is the launch pad, uh, to a cloud first transformation for our clients. Uh, Accenture, see you, uh, Julie Sweet, uh, shared the Accenture cloud first and our substantial investment demonstrate our commitment and is delivering data value for our clients when they need it the most. And with the district transformation requiring cloud at scale, you know, we're seeing that in the post COVID leadership, it requires that every business should become a cloud business. And my nap helps them get there by evaluating the cloud landscape, navigating the complexity, modeling architecting and simulating an optimal cloud solution for our clients. And as Justin was sharing a greener cloud, Tristan, talk a little >>Bit more about some of the real life use cases in terms of what are we, what are clients seeing? What are the results? >>Yes, thank you, Rebecca. I would say two key things right around my now the first is the iterative process. Clients don't want to wait, um, until they get started, they want to get started and see what their journey is going to look like. And the second is fundamental acceleration, dependent make, as we talked about, has accelerated the need to move to cloud very quickly. And my nav is there to do that. So how do we do that? First is generating the business cases. Clients need to know in many cases that they have a business case by business case, we talk about the financial benefits, as well as the business outcomes, the green green cloud impact sustainability impacts with minus we can build initial recommendations using a basic understanding of their environment and benchmarks in weeks versus months with indicative value savings in the millions of dollars arranges. >>So for example, very recently, we worked with a global oil and gas company, and in only two weeks, we're able to provide an indicative savings for $27 million over five years. This enabled the client to get started, knowing that there is a business case benefit and then iterate on it. And this iteration is, I would say the second point that is particularly important with my nav that we've seen in bank, the clients, which is, um, any journey starts with an understanding of what is the application landscape and what are we trying to do with those, these initial assessments that used to take six to eight weeks are now taking anywhere from two to four weeks. So we're seeing a 40 to 50% reduction in the initial assessment, which gets clients started in their journey. And then finally we've had discussions with all of the hyperscalers to help partner with Accenture and leverage mine after prepared their detailed business case module as they're going to clients. And as they're accelerating the client's journey, so real results, real acceleration. And is there a journey? Do I have a business case and furthermore accelerating the journey once we are by giving the ability to work in an iterative approach, >>It sounds as though that the company that clients and and employees are sort of saying, this is an amazing time savings look at what I can do here in, in so much in a condensed amount of time, but in terms of getting everyone on board, one of the things we talked about last time we met, uh, Tristin was just how much, uh, how one of the obstacles is getting people to sign on and the new technologies and new platforms. Those are often the obstacles and struggles that companies face. Have you found that at all? Or what is sort of the feedback that you're getting from? >>Yeah. Sorry. Yes. We clearly, there are always obstacles to a con journey. If there weren't obstacles, all our clients would be already fully in the cloud. What man I gives the ability is to navigate through those, to start quickly. And then as we identify obstacles, we can simulate what things are going to look like. We can continue with certain parts of the journey while we deal with that obstacle. And it's a fundamental accelerator. Whereas in the past one, obstacle would prevent a class from starting. We can now start to address the obstacles one at a time while continuing and accelerating the contrary. That is the fundamental difference. Kishor I want to give you the final word here. Tell us a little bit about what is next for Accenture might have and what we'll be discussing next year at the Accenture executive summit >>Sort of echo, we are continuously evolving with our client needs and reinventing, reinventing for the future. For my advisor, our plan is to help our clients reduce carbon footprint and again, migrate to a green cloud. Uh, and additionally, we're looking at, you know, two capabilities, uh, which include sovereign cloud advisor, uh, with clients, especially in, in Europe and others are under pressure to meet stringent data norms that Kristen was talking about. And the sovereign cloud advisor health organization to create an architecture cloud architecture that complies with the green. Uh, I would say the data sound-bitey norms that is out there. The other element is around data to cloud. We are seeing massive migration, uh, for, uh, for a lot of the data to cloud. And there's a lot of migration hurdles that come within that. Uh, we have expanded mine app to support assessment capabilities, uh, for, uh, assessing applications, infrastructure, but also covering the entire state, including data and the code level to determine the right cloud solution. So we are, we are pushing the boundaries on what might have can do with mine. And we have created the ability to take the guesswork out of cloud, navigate the complexity. We are rolling risks costs, and we are achieving clients strategy, business objectives, while building a sustainable lots with being cloud, >>Any platform that can take some of the guesswork out of the future. I'm I'm on board with. Thank you so much, Kristin and Kishore. This has been a great conversation. Thank you, Rebecca. Thank you, Rebecca. Stay tuned for more of the cubes coverage of the Accenture executive summit. I'm Rebecca Knight. >>Yeah, Yeah.

okay we're back at vmworld twenty twelve i'm john fairy with SiliconANGLE calm this is the cube this is our flagship telecast we go out to the events extract a signal from the noise and share that with you i'm joe and stu miniman my co-host with this segment and martine casado the co-founder of nicera you guys are ranking number one on our trending tool that we built under networking because it moved up to the top of the list because of vmworld company had spent a billion dollars for you guys jaishree from Arista called you guys the Instagram of networking kind of tongue-in-cheek on the huge buyout but hey congratulations great wired story today SR with you guys we've done about the talent you have and you brought over the vmworld and you're the top story here so congratulations thank you welcome to the cube thank you so take us through the logic and your motion around past year okay up until the buyout what a roller coaster so just share with us personally from Europe as an entrepreneur what was it like what highlights of what happened well I guess I've been very focused on changing networking right so for me it's been largely a technical ride and since we started the company five years ago we've been focusing on developing core technology and we did that for the first three years and then the last year to us was primarily about execution and customer engagement and so you know we've spent a lot of time proving the technology getting into production doing the support and fixing out that model and so it turned out is a very natural transition point when the acquisition happened because we had gotten traction we had starting to realize how difficult it is to address a market as large as this within a small start-up and so it was very welcome to come join a much larger company where we can kind of provide this as a much box so you guys have some big backers obviously you know they're all it's all well documented in the valley but every entrepreneur has that moments like wait a minute is this what I wanted is this tea but the dollars was so good and vmware's asti growing company what clicked for you what made you go is this the right thing take us through that decision you know absolutely so I mean like to me business guides behavior and at the end of the day the goal is is how do you change networking and have a very very firm belief that the access layer to that network is moving from within the network towards the edge and so we wanted to develop technologies that can use this position to re-implement networking and software and so once you get the core technology done once you prove it out with large customers once you prove out the market the question is is kind of what is the best way to have the biggest impact and I think in some respects you can look at vmware is one of the largest networking companies in the in the world just based on port count right the number of virtual ports that they control is as large as any large networking vendor so this is the opportunity of a lifetime to change in industry so like I've been doing this now you know sdn since those doing my PhD at stanford for so going on 10 years now and this is the the opportunity of a lifetime to actually have broad broad like planet scale impact well congratulations certainly you disrupted the market not only in the validation of the acquisition but as you guys were moving out and talking about some of the deployments you guys were doing it just came out of left field for most people but in the inside baseball sure people knew it was going on in terms of like how you guys are disrupting so so congratulations thank you here I want to talk about is also the messaging here at vmworld very solid around suffered to find datacenter sure and that really kind of brings you into a whole nother beyond networking so you know we've been covering converged infrastructure that's looking a look upon you know around house storage servers and networking so its bigger now than just networking right so now you're taking it to a whole nother leg of the journey so connect the dots out there for the folks between software virtualization and software-defined networking to this to the data center help them understand what is going to happen under that next leg of the journey yeah of course so we're all familiar with compute virtualization right I mean this is how vmware initially changed the world where the time it takes to provision a workload when from weeks to literally minutes like two minutes however I t isn't about single workloads ideas about applications and all the network services that those applications require for example firewalling or security or or monitoring debugging and so even though we reduce the time it took to provisional workload from weeks two minutes you still took days to do everything else that was required so if we take a broad scope if we take a broad look at a thai tea we still realize it still takes days to provision new applications and to provision new workloads and so the only way to get past this the next step that we want to take is to virtualize every aspect of infrastructure and so there's three of those there's there's compute which is virtualized their storage which we're making good progress on and there's network and network really is a pivot piece right it's the one piece that touches everything right it is between the compute in the storage it is between the different types of compute and so if you look at large data centers even cloud data centers the long pole in the tent and provisioning is the network so we must must virtualize that so the goal is the software-defined data center that's like everything's in software everything's totally dynamic you create it on demand you can move it its liquid it's like water it'll go anywhere but in order for this dream to be realized we've got to get the network out of the way and that's what the sierra does we've been talking about going to go and Wikibon we've just kicked up a whole kind of research section on what we're calling data infrastructure and really highlighting this modern era right and we kind of use a lot of sports analogies but you know a modern era meaning the new way not the old way right so you're a classic example of disruption in a new way so talk about the enablement that you see happening from a from a marker play standpoint just you know open your mind and share the crowds and vision around what you will enable with this because networking is has to be dynamic it has that makes total sense you guys have done it what's going to happen next in your mind's eye in terms of what the possibilities are yeah yeah absolutely so I think ultimately this is where we want to get to we want to build a platform that will provide that will recreate you know every Network Service and functionality in a virtualized manner in software from the edge and that means that there can be any service available anywhere over any type of hardware at any scale that's needed and it can be done all at virtualization timeframe so this is like you do an API call you get a virtual network abstraction you add a firewall to it you you configure ackles to it and so all of network configuration all of network services all of network operations become soft state it becomes like a VM image and it's available anywhere that you want it to and so that is the first step so I believe these transformations and systems and this happened many times in the past happen in two steps the first one is you virtualize and when you virtualize you offer the same thing but in a more flexible manner like when you virtualize compute you offered an x86 cpu but you did it in software after you virtualize you can actually change the operational paradigm like when you when they created compute virtualization they didn't immediately get to migration or snapshot or rewind all these other kind of operational benefits these came later so the first step is any networking anywhere you want at any scale automatically and then the second step is like drastically changing the operational paradigm so you can do things like better security so you can rewind configuration state I mean things that we can't even think about today because now we have this ultimate point of indirection that's virtualized this virtualized layer and who's the candidate for these developers just admins net admins all the above is it going to be software programmatic I mean how does that it takes DevOps right to a level of functionality that is just mind-boggling so yeah who's the new personnel yeah it was like who's life does this impact think what happens called a CI easy out there well I mean it's a good question whose life does this impact I mean I mean immediately anybody that's building out a data center like a cloud architect is going to have this this primitive that that they can use to architect better system just like you gave them a virtual machine they use that as a primitive for building better data centers now we're giving them virtual networks as a primitive build virtual data centers so the cloud architects job gets easier application developers don't have to worry about the basics of you know the way networks work our network configuration operations will have a lot more flexibility and the virtual layer of where they can move things around as far as the physical networking layer the problem actually becomes quite a bit simpler but you still have to focus the on the problem of building a physical network so for example when server virtualization came around you didn't like reduce the need for servers you needed more servers and just like the same thing will happen with with network virtualization which is you'll still need physical networks and they're going to probably have to be better physical networks but the problem now is more of how do you build a physical network with high capacity that can support any workload and less about doing all the operational stuff you do today how does an impact we just had chris hoffman from juniper who's now a worker he's been a big security buff a great guest for us but we just were just riffing on the security problems right so give us your perspective on how this new canvas of software-defined virtualization is gonna impact security paradise yeah so I mean I think there are a couple of answers i actually think ultimately the security model is improved honestly so yeah the original work was done with the intelligence community actually the the original funding for nasira came from the intelligence community my background I used to work for the intelligence agencies and when you move everything to software we already have a fundamental security paradigm which is crust consolidation in the hypervisor right and with network virtualization you follow the same paradigm which is you you entrust the hypervisor to enforce things like isolation enforce the security but now you've got a strongly authenticated endpoint there you're not guessing about things but but it requires the security community to evolve with the virtualization community so I think that there's much more of a socialization hurdle more of a social hurdle than a technical hurdle like all of the technology is there to do good security in the cloud I think getting the traditional vendors to evolve their tools into of all they're thinking it's much more difficult so I've got one more thing to add I actually think there's an opportunity to do security in entirely new ways ones that again can transform the industry so for example with virtualization you've got deep semantics into the workloads I mean you're in the hypervisor you can look inside the VMS you know who's using them know what applications they're using guy you could even know what the documents are being sent or or read or passed around and because you have this information at the edge if you virtualize the network as well you can pass this context into the network so now instead of like looking at packets and kind of trying to guess what application there is by looking at traffic you can actually get past like the ground truth information from the hypervisor so I think we have the potential so it's like drastically improved security that's Martine if you look at the networking industry there's lots of companies that have tried to change it in the past when you talk about innovation standards have a lot of times slow things down yep you know there's the legacy thought set you know great respect for ccie s but you know they have their install base in their way of doing things so you know there's there's so many pieces that make up networking and even the first time I saw your solution there's multiple standards and open you know groups working on this so you know how do you guys tease through and work through all of these issues yeah so clearly a very complex and multifarious question so I'm going to I'm going to attack one piece of it and we can go from there one of the primary benefits of actual virtualization like actual virtualization is that what you end up with should look like what you started with right so like if you're fundamentally changing an operational paradigm you're probably not doing virtualization so for example in a network virtualization solution the physical network is still a physical Network and it needs to be managed like a physical network with physical networking tools and in order to be fully virtualized the virtual abstraction I give you if I give you a virtual network that should also look like the networks that you've kind of grown to love as a child right they should have all the counters all the debugging the ability to interpose services right and so from from that standpoint you're still preserving the interfaces that people are used to it says there's more of them so like for example when I talk to a network operator today they're like oh this is confusing I've got virtualization I say actually instead of having one network that's really complicated you've got em and simple networks now you've got a very simple physical Network and if you got any virtual networks and they all all of the same interfaces that you use to manage it however there's one catch and that one catch is is there's an additional bit of information which is how do you map this virtual world to the physical world which happened in compute virtualization as well so like everybody understood a virtual machine everybody understood the physical machine but people weren't entirely sure how you debug the mapping between the two and that's incumbent as US is software providers and solution providers to provide that to provide the ability to to map from this kind of you know like platonic virtual reality down to this kind of gritty physical reality okay so from a standard standpoint you I mean you guys helped invent OpenFlow you guys created the open V switch you're heavily involved in OpenStack Andy there's been a lot of buzz since the acquisition about you know the involvement in OpenStack and yeah yeah kind of God how many people today everything in what's your thoughts on it yeah so let me also teach a tease apart you know two things before I get to that one so in networking standards are really important and like in the way standards work he's got a bunch of people that kind of go and talk about things and they design things they agree on them that's actually quite different than open source right and like their different processes different communities different rules of engagement so let me focus on the open source first then we'll go back to the standards thank you because I perfect just to give you a little bit foreshadowing like I hope the world goes open source not open Stan so can we do to it so but we'll get there right so as far as open source yes so I wrote the first version of open flow I mean it came out of my thesis right the first three employees of nicera created the first craft of open flow and it was it was just something that we wanted to use to control switches right i mean we wrote the first reference implementation the first open flow controller you know we seeded the stanford stuff of course i'm a consulting a faculty at stanford so i was involved there we also are the primary developers behind open V switch it's in the linux kernel you know we've probably put you know many millions of dollars in developing that it's used by competitors and partners alike that's used in many clouds and then we've heavily participated in an OpenStack in particular you know where the Delete on quantum which is the networking portion of OpenStack we've done a lot of development bear so as far as the merger is concerned the acquisitions concerned none of that will change we're fully committed to open V switch to OpenStack will continue and even escalate our contribution there quick quick note on OpenStack i was told that something for folks have actually entered some code into the OpenStack of storage just kind of curious about that so and we touched many areas of OpenStack and again the the networking piece touches everything and you know we do a lot of the development on quantum and we run actually nasira internally randa an openstack cloud for internal dev cloud and we've got thousands of VMs on it that we use it and so we're heavily we're like heavy users and contributors to both OpenStack and linux I mean if you look in Linux we've actually fixed a lot of the veal and issues in the kernel right so like and we're very very involved in open source but we're involved as users right like we don't sell you know linux we don't sell OpenStack but we do believe for to have a vibrant ecosystem is nice to have these tools out there and as we use the tools we fix them and we contribute it back okay what about multi hypervisor environments because that was one of the things that really impressed me about like the open D switch is it really doesn able kind of that that multi hypervisor even more than kind of heterogeneous switches it's the multi hypervisor piece yeah that's right so if you kind of zoom away like I think we've had like a fairly myopic focus in the industry on servers over the last 10 years and it's like if you zoom away from the server to a data center you end up in this realm of heterogeneous technologies multiple cloud management systems multiple hypervisors and so when we came up with our our initial strategy of building a network virtualization layer we knew networks touch everything we must support all of those technologies and so it was like a fundamental tenant of the technology that we might support all hypervisors and physical hardware switches as well because there are workloads that are not july's and so you know open V switch itself which is the V switch that we use it's in sports in kvm bare metal linux it's been ported to bsd it's been ported to other operating systems it's been ported to top-of-rack hardware switches so we can use all of them to do to do network virtualization so mark can I want to ask you about the sufferer define partnering strategy from a technical perspective obviously we're really big believers in open source as well they love that we'd love to think it's great and it's now a business model in the industry so it's great to see all that work as vmware now with you guys in the family there go to other unifying clouds so they took a multiple clouds at this point so you know what would you bring to the table from hyper Microsoft hyper-v environment and other big vendors HP Dell yeah Microsoft what can you bring to the table in working with those guys or are you outgoing are you talking to them and and if you were having those conversations what does what would those conversations be well so the product itself that we're developing and we we do bring to market now we will continue is a network virtualization platform that's multi hypervisor right and so the goal is to have something that you can deploy into any cloud environment regardless of what CMS are running and regardless of what of what hypervisors they're using now we have many many partners whether their system integrators with the solution partners and so you know we don't have any religion on on the type of technologies in play we want to provide the best virtual networking solution in the industry and that's really our primary our primary focus let me ask you about it Trent some trends in the in the tech community in in academia and the research areas obviously at this example just randomly low-level virtual machines that kind of those kinds of shifts are happening could you talk about just what you're tracking right now that your get your eye on in terms of what's going on at some of the top university obviously low-level virtual machines at the University of Illinois and in Chicago so what other areas can you share with us that you monitoring listen this is a great question to ask a nap academic and I'm going to totally disappoint you in that I you know I i I'm on a lot of pcs and I follow a lot of research I mean you know I submit papers you know all the time and like I've mostly lost faith in the academic process on the research side lately which i haven't relevant so in terms of trends no but that's exactly the point I think that there's enough vision to last for a century and like now it's time to do work and if it were up to me we would all be taking these ideas that we've come up with over the last 10 years there's very few new ones in my opinion and we'd be executing like crazy and so well again while i'm on the pcs and while i do review the papers i do submit the papers i think we should all focus on like changing infrastructure into software executing like hell and changing the world that way and so and I don't have a really bad attitude about this especially as abuse or but it's a bad attitude okay we say it we hit it all hang out so final question for me and if she wants to get one more in and don't you can't say the acquisition as the answer what is the biggest surprise that that that you fell out of your chair over the past 24 months around you in the industry in your entrepreneurial venture here now at VMware and it could be like a surprise and this trend didn't happen that happened that you know these are the things that happened it could be good or bad what's the biggest surprise that caught you off guard this year that's 24 months yeah it's a good question I think the one that actually been a little the most shocking is how how difficult is being just very honest is how difficult to manage perception in the industry and if you look at kind of social media and you look at a lot of the buzz in the rags so much of it is generated by non disinterested parties so invested parties and so I think it's possible to be a perfectly good citizen and then get paint in a very negative light or be a very negative citizen and be painted in a very good light and it's been counterintuitive to me how you manage this effectively like almost a dynamic feedback system so for example this year has been an enormous contributor to open source I think we've contributed more than anybody in our space by you know factor of 10 or more we contributed most of the core technologies and often people like well but it's a proprietary solution on the other hand there sometimes we're like okay this is a closer source product people like we should use this here because it's the open solution and so well I think that definitely felt on both sides you know being both open source and close or sometimes it's worked for us and for the wrong reasons sometimes it's not worked for us for the right reasons and so that dynamic has been the least intuitive to me so I'm not sure I fell off my chair but definitely it's been the most surprising yeah and you know and that's what we're trying to solve a SiliconANGLE as we say we're agile media and ultimately with social media the whole media business is changing so we know one of the things that we care about here so that's why we have the qubits we just this is raw data we want to share be provocative be edgy is too it's a data-driven world and we believe the media business is absolutely screwed up beyond all recognition so so because of just lack of fact-checking just old techniques aren't working and but it's the same game right so it's just so things circulate things get branded and we've seen a time and time again I've seen great people show up as like almost painted as criminals yeah so it's just a sad state of reporting and media so would agree with you there okay John so if I if I can have that one last question your machine you know the networking industries is a big community and when you talk about kind of the jobs that people are doing today what's your recommendation to folks out there in the networking industry what should what should they start to you know we'd or you know start playing with to kind of understand where things are going down the line honestly I don't want to say a cliche but I actually really believe this one I think I think networking networks are evolving to become proper systems and proper systems in an end-to-end manner meaning that goes a very well-defined hardware a software layer they all work together and I think the data center is is becoming a large computer and I think the most important thing is to view the industry and that lens meaning you know I would get as much information as I could on how guys like Google or Amazon or Facebook build their data centers and you realize that if you do a cross-section of these things like the Capital savings the operational savings the flexibility of the software like that's changing the world and if it's not changing the world directly by changing infrastructure it's changing the world to the surfaces they deliver and understanding that model in your bones I think is the beacon going forward so if it were me the first thing I do is I really understand why they make those decisions what the benefits are and I would use that to guide my learning going forward okay Martinez out of this co-founder of this year now at do you have a title at VMware yet or do you I mean did i do I don't know my head honcho of the Sierra am where Thanks coming inside the cube really preciate it we right back with our next guest we're going to wrap up try to wrap up the day as they start to bon jovi soundcheck here at V emerald 2012 this is SiliconANGLE calm and Wikibon doors continues coverage at vmworld great thank you