>> TheCUBE presents Ignite 22 brought to you by Palo Alto Networks. >> Welcome back to Las Vegas, everyone. We're glad you're with us. This is theCUBE live at Palo Alto Ignite 22 at the MGM Grant in Las Vegas. Lisa Martin here with Dave Vellante, day one of our coverage. We've had great conversations. The cybersecurity landscape is so interesting Dave, it's such a challenging problem to solve but it's so diverse and dynamic at the same time. >> You know, Lisa theCUBE started in May of 2010 in Boston. We called it the chowder event, chowder and Lobster. It was a EMC world, 2010. BJ Jenkins, who's here, of course, was a longtime friend of theCUBE and made the, made the transition into from, well, it's still data, data to, to cyber. So >> True. And BJ is back with us. BJ Jenkins, president Palo Alto Networks great to have you back on theCUBE. >> It is great to be here in person on theCube >> Isn't it great? >> In Vegas. It's awesome. >> And we can tell by your voice will be, will be gentle. You, you've been in Vegas typical Vegas occupational hazard of losing the voice. >> Yeah. It was one of the benefits of Covid. I didn't lose my voice at home sitting talking to a TV. You lose it when you come to Vegas. >> Exactly. >> But it's a small price to pay. >> So things kick off yesterday with the partner summit. You had a keynote then, you had a customer, a CISO on stage. You had a keynote today, which we didn't get to see. But talk to us a little bit about the lay of the land. What are you hearing from CISOs, from CIOs as we know security is a board level conversation. >> Yeah, I, you know it's been an interesting three or four months here. Let me start with that. I think, cybersecurity in general is still front and center on CIOs and CISO's minds. It has to be, if you saw Wendy's presentation today and the threats out there companies have to have it front and center. I do think it's been interesting though with the macro uncertainty. We've taken to calling this year the revenge of the CFO and you know these deals in cybersecurity are still a top priority but they're getting finance and procurements, scrutiny which I think in this environment is a necessity but it's still a, you know, number one number two imperative no matter who you talked to, in my mind >> It was interesting what Nikesh was saying in the last conference call that, hey we just have to get more approvals. We know this. We're, we're bringing more go-to-market people on board. We, we have, we're filling the pipeline 'cause we know they're going to split up deals big deals go into smaller chunks. So the question I have for you is is how are you able to successfully integrate those people so that you can get ahead of that sort of macro transition? >> Yeah I, you know, I think there's two things I'd say about uncertain macro situations and Dave, you know how old I am. I'm pretty old. I've been through a lot of cycles. And in those cycles I've always found stronger companies with stronger value proposition separate themselves actually in uncertain, economic times. And so I think there's actually an opportunity here. The message tilts a little bit though where it's been about innovation and new threat vectors to one of you have 20, 30, 40 vendors you can consolidate become more effective in your security posture and save money on your TCOs. So one of the things as we bring people on board it's training them on that business value proposition. How do you take a customer who's got 20 or 30 tools take 'em down to 5 or 10 where Palo is more central and strategic and be able to demonstrate that value. So we do that through, we're making a huge investment in our people but macroeconomic times also puts some stronger people back on the market and we're able to incorporate them into the business. >> What are the conditions that are necessary for that consolidation? Like I would imagine if you're, if you're a big customer of a big, you know, competitor of yours that that migration is going to be harder than if you're dealing with lots of little point tools. Do those, do those point tools, are they sort of is it the end of the subscription? Is it just stuff that's off the books now? What's, the condition that is ripe for that kind of consolidation? >> Look, I think the challenge coming into this year was skills. And so customers had all of these point products. It required a lot more human intervention as Nikesh was talking about to integrate them or make them work. And as all of us know finding people with cybersecurity skills over the last 12 months has been incredibly hard. That drove, if you know, if you think about that a CIO and a CISO sitting there going, I have all all this investment in tools. I don't have the people to operate 'em. What do I need to do? What we tried to do is elevate that conversation because in a customer, everybody who's bought one of those, they they bought it to solve a problem. And there's people with affinity for that tool. They're not just going to say I want to get consolidated and give up my tool. They're going to wrap their arms around it. And so what we needed to do and this changed our ecosystem strategy too how we leverage partners. We needed to get into the CIO and CISO and say look at this chaos you have here and the challenges around people that it's, it's presenting you. We can help solve that by, by standardizing, consolidating taking that integration away from you as Nikesh talked about, and making it easier for your your high skill people to work on high skill, you know high challenges in there. >> Let chaos reign, and then reign in the chaos. >> Yes. >> Andy Grove. >> I was looking at some stats that there's 26 million developers but less than 3 million cybersecurity professionals. >> Talked about that skills gap and what CISOs and CIOs are facing is do you consider from a value prop perspective Palo Alto Networks to be a, a facilitator of helping organizations deal with that skills gap? >> I think there's a short term and a long term. I think Nikesh today talked about the long term that we'll never win this battle with human beings. We're going to have to win it with automation. That, that's the long term the short term right here and now is that people need people with cybersecurity skills. Now what we're trying to do, you know, is multifaceted. We work with universities to standardize programs to develop skills that people can come into the marketplace with. We run our own programs inside the company. We have a cloud academy program now where we take people high aptitude for sales and technical aptitude and we will put them through a six month boot camp on cloud and they'll come out of that ready to really work with the leading experts in cloud security. The third angle is partners, right, there are partners in the marketplace who want to drive their business into high services areas. They have people, they know how to train. We give them, we partner with them to give them training. Hopefully that helps solve some of the short-term gaps that are out there today. >> So you made the jump from data storage to security and >> Yeah. >> You know, network security, all kinds of security. What was that like? What you must have learned a lot in the last better part of a decade? >> Yeah. >> Take us through that. >> You know, so the first jump was from EMC. I was 15 years there to be CEO of Barracuda. And you know, it was interesting because EMC was, you know large enterprise for the most part. At Barracuda we had, you know 250,000 small and mid-size enterprises. And it was, it's interesting to get into security in small and mid-size businesses because, you know Wendy today was talking about nation states. For small and mid-size business, it's common thievery right? It's ransomware, it's, and, those customers don't have, you know, the human and financial resources to keep up with the threat factor. So, you know, Nikesh talked about how it's taken 'em four and a half years to get into cybersecurity. I remember my first week at Barracuda, I was talking with a customer who had, you know, breached data shut down. There wasn't much bitcoin back then so it was just a pure ransom. And I'm like, wow, this is, you know, incredible industry. So it's been a good, you know, transition for me. I still think data is at the heart of all of this. Right? And I have always believed there's a strong connection between the things I learned growing up at EMC and what I put into practice today at Palo Alto Networks. >> And how about a culture because I, you know I know have observed the EMC culture >> Yeah. >> And you were there in really the heyday. >> Yeah. >> Right? Which was an awesome place. And it seems like Palo Alto obviously, different times but you know, similar like laser focus on solving problems, you know, obviously great, you know value sellers, you know, you guys aren't the commodity >> Yeah. For Product. But there seemed to be some similarities from afar. I don't know Palo Alto as well as I know EMC. >> I think there's a lot. When I joined EMC, it was about, it was 2 billion in in revenue and I think when I left it was over 20, 20, 21. And, you know, we're at, you know hopefully 5, 5 5 in revenue. I feel like it's this very similar, there's a sense of urgency, there's an incredible focus on the customer. you know, Near and Moche are definitely different individuals but the both same kind of disruptive, Israeli force out there driving the business. There are a lot of similarities. I, you know, the passion, I feel privileged as a, you know go to market person that I have this incredible portfolio to go, you know, work with customers on. It's a lucky position to be in, but very I feel like it is a movie I've seen before. >> Yeah. And but, and the course, the challenges from the, the target that you're disrupting is different. It was, you know, EMC had a lot of big, you know IBM obviously was, you know, bigger target whereas you got thousands of, you know, smaller companies. >> Yes. >> And, and so that's a different dynamic but that's why the consolidation play is so important. >> Look at, that's why I joined Palo Alto Networks when I was at Barracuda for nine years. It just fascinated me, that there was 3000 plus players in security and why didn't security evolve like the storage market did or the server market or network where working >> Yeah, right. >> You know, two or three big gorillas came to, to dominate those markets. And it's, I think it's what Nikesh talked about today. There was a new problem in best of breed. It was always best of breed. You can never in security go in and, you know, say, Hey it's good I saved us some money but I got the third best product in the marketplace. And there was that kind of gap between products. I, believe in why I joined here I think this is my last gig is we have a chance to change that. And this is the first company as I look from the outside in that had best of breed as, you know Nikesh said 13 categories. >> Yeah. >> And you know, we're in the leaders quadrant and it's a conversation I have with customers. You don't have to sacrifice best of breed but get the benefits of a platform. And I, think that resonates today. I think we have a chance to change the industry from that viewpoint. >> Give us a little view of the voice of the customer. You had, was it Sabre? >> Yeah. >> That was on >> Scott Moser, The CISO from Sabre. >> Give us a view, what are you hearing from the voice of the customer? Obviously they're quite a successful customer but challenges, concerns, the partnership. >> Yeah. Look, I think security is similar to industries where we come up with magic marketing phrases and, you know, things to you know, make you want to procure our solutions. You know, zero trust is one. And you know, you'll talk to customers and they're like, okay, yes. And you know, the government, right? Joe, Joe Biden's putting out zero trust executive orders. And the, the problem is if you talk to customers, it's a journey. They have legacy infrastructure they have business drivers that you know they just don't deal with us. They've got to deal with the business side who's trying to make the money that keeps the, the company going. it's really helped them draw a map from where they're at today to zero trust or to a better security architecture. Or, you know, they're moving their apps into the cloud. How am I going to migrate? Right? Again, that discussion three years ago was around lift and shift, right? Today it's about, well, no I need cloud native developed apps to service the business the way I want to, I want to service it. How do I, so I, I think there's this element of a trusted partner and relationship. And again, I think this is why you can't have 40 or 50 of those. You got to start narrowing it down if you want to be able to meet and beat the threats that are out there for you. So I, you know, the customers, I see a lot of 'em. It's, here's where I'm at help me get here to a better position. And they know it's, you know Scott said in our keynote today, you don't just, you know have layer three firewall policies and decide, okay tomorrow I'm going to go to layer seven. That, that's not how it works. Right? There's, and, and by the way these things are a mission critical type areas. So there's got to be a game plan that you help customers go through to get there. >> Definitely. Last question, my last question for you is, is security being a board level conversation I was reading some stats from a survey I think it was the what's new in Cypress survey that that Palo Alto released today that showed that while significant numbers of organizations think they've got a cyber resiliency playbook, there's a lot of disconnect or lack of alignment at the boardroom. Are you in those conversations? How can you help facilitate that alignment between the executive team and the board when it comes to security being so foundational to any business? >> Yeah, it's, I've been on three, four public company boards. I'm on, I'm on two today. I would say four years ago, this was a almost a taboo topic. It was a, put your head in the sand and pray to God nothing happened. And you know, the world has changed significantly. And because of the number of breaches the impact it's had on brand, boards have to think about this in duty of care and their fiduciary duty. Okay. So then you start with a board that may not have the technical skills. The first problem the security industry had is how do I explain your risk profile in a way you can understand it. I'm, I'm on the board of Generac that makes home generators. It's a manufacturing, you know, company but they put Wifi modules in their boxes so that the dealers could help do the maintenance on 'em. And all of a sudden these things were getting attacked. Right? And they're being used for bot attacks. >> Yeah. >> Everybody on their board had a manufacturing background. >> Ah. >> So how do you help that board understand the risk they have that's what's changed over the last four years. It's a constant discussion. It's one I have with CISOs where they're like help us put it in layman's terms so they understand they know what we're doing and they feel confident but at the same time understand the marketplace better. And that's a journey for us. >> That Generac example is a great one because, you know, think about IOT Technologies. They've historically been air gaped >> Yes. >> By design. And all of a sudden the business comes in and says, "Hey we can put wifi in there", you know >> Connect it to a home Wifi system that >> Make our lives so much easier. Next thing you know, it's being used to attack. >> Yeah. >> So that's why, as you go around the world are you discerning, I know you were just in Japan are you discerning significant differences in sort of attitudes toward, towards cyber? Whether it's public policy, you know things like regulation where you, they don't want you sharing data, but as as a cyber company, you want to share that data with you know, public and private? >> Look it, I, I think around the world we see incredible government activity first of all. And I think given the position we're in we get to have some unique conversations there. I would say worldwide security is an imperative. I, no matter where I go, you know it's in front of everybody's mind. The, on the, the governance side, it's really what do we need to adapt to make sure we meet local regulations. And I, and I would just tell you Dave there's ways when you do that, and we talk with governments that because of how they want to do it reduce our ability to give them full insight into all the threats and how we can help them. And I do think over time governments understand that we can anonymize the data. There's, but that, that's a work in process. Definitely there is a balance. We need to have privacy, we need to have, you know personal security for people. But there's ways to collect that data in an anonymous way and give better security insight back into the architectures that are out there. >> All right. A little shift the gears here. A little sports question. We've had some great Boston's sports guests on theCUBE right? I mean, Randy Seidel, we were talking about him. Peter McKay, Snyk, I guess he's a competitor now but you know, there's no question got >> He got a little funding today. I saw that. >> Down round. But they still got a lot of money. Not of a down round, but they were, but yeah, but actually, you know, he was on several years ago and it was around the time they were talking about trading Brady. He said Never trade Brady. And he got that right. We, I think we can agree Brady's the goat. >> Yes. >> The big question I have for you is, Belichick. Do you ever question Has your belief in him as the greatest coach of all time wavered, you know, now that- No. Okay. >> Never. >> Weigh in on that. >> Never, he says >> Still the Goat. >> I'll give you my best. You know, never In Bill we trust. >> Okay. Still. >> All right >> I, you know, the NFL is a unique property that's designed for parody and is designed, I mean actively designed to not let Mr. Craft and Bill Belichick do what they do every year. I feel privileged as a Boston sports fan that in our worst years we're in the seventh playoff spot. And I have a lot of family in Chicago who would kill for that position, by the way. And you know, they're in perpetual rebuilding. And so look, and I think he, you know the way he's been able to manage the cap and the skill levels, I think we have a top five defense. There's different ways to win titles. And if I, you know, remember in Brady's last title with Boston, the defense won us that Super Bowl. >> Well thanks for weighing in on that because there's a lot of crazy talk going on. Like, 'Hey, if he doesn't beat Arizona, he's got to go.' I'm like, what? So, okay, I'm sometimes it takes a good good loyal fan who's maybe, you know, has >> The good news in Boston is we're emotional fans too so I understand you got to keep the long term long term in mind. And we're, we're in a privileged position in Boston. We've got Celtics, we've got Bruins we've got the Patriots right on the edge of the playoffs and we need the Red Sox to get to work. >> Yeah, no, you know they were last, last year so maybe they're going to win it all like they usually do. So >> Fingers crossed. >> Crazy worst to first. >> Exactly. Well you said, in Bill we trust it sounds like from our conversation in BJ we trust from the customers, the partners. >> I hope so. >> Thank you so much BJ, for coming back on theCUBE giving us the lay of the land, what's new, the voice of the customer and how Palo Alto was really differentiated in the market. We always appreciate your, coming on the show you >> Honor and privilege seeing you here. Thanks. >> You may be thinking that you were watching ESPN just now but you know, we call ourselves the ESPN at Tech News. This is Lisa Martin for Dave Vellante and our guest. You're watching theCUBE, the Leader and live emerging in enterprise tech coverage. (upbeat music)

>>Hey everyone. Welcome to the cubes presentation of the AWS startup showcase. This is season two, episode four of our ongoing series that features exciting startups within the AWS ecosystem. This episode's theme, cybersecurity protect and detect against threats. I'm your host, Lisa Martin, and I'm pleased to welcome back. One of our alumni chase joins me the principal strategist at jump cloud chase. It's great to have you back on the >>Perfect Michael, thank you so much for having me again, >>Tell the audience just a little quick refresher on jump cloud, open directory platform. We just give them that little bit of context. >>You bet. So jump cloud provides an open directory platform and what we mean by that is we help manage all of your employees, identities, the devices that they operate on, and then all the access that they need in order to get their work done in a modern it environment. >>So from a target, a market segment perspective, this is really targeted at small medium enterprise SMEs managed security providers. MSPs, talk to me a little bit about that and some of the what's in it for me, for those folks. >>Yeah, absolutely. And when we are thinking about specifically within that market, so small, medium enterprises and the it, or the managed service providers that help support those organizations, there's a lot of different technologies that you use in order to make sure that you have a secure organization. And within that group specifically, there's a lot less of a luxury right of an enterprise budget or kind of all these different personnel that you might have available to you. And it's really kind of down to maybe one team or just a couple folks or just one person wearing a lot of different hats. And so we've designed the open directory platform to help accommodate for a lot of those different pieces where we're bringing in multiple different types of technologies from identity access management, device management and MDM, MFA access through single sign on all of those different pieces and more that help kind of come into one platform. >>So not only do you have all the technology there at your disposable, but also all the visibility and analytics of folks that are getting in and just trying to get their job done. But now all of those pieces are, are consolidated into one platform and it really helps support a lot of those organizations, right? And keep in mind, you know, small, medium businesses are the most common businesses, not everyone's coming in from an enterprise. And so here we're able to layer on levels of security and making sure that you have best practices, no matter what size you're operating in. >>So consolidating it management, securing employees, access to a variety of it. Resources is really kind of in a nutshell. >>Absolutely. And just making sure that you're combining that combination of securely accessing all the things that you need, but also making sure that from an end user perspective, it's really easy and you have all those things kind of built in from the get go. >>So how are SSEs and MSPs leveraging jump cloud right now? What are some of the outcomes that you are helping them to achieve? Anything stand out to you? >>I think there's a couple different areas that we help support organizations. One is you can think about just the whole employee life cycle. So when, when someone joins an organization from onboarding, you know, where does that identity come from? How can we make sure that they're productive, you know, effective human beings as they come into it, but then the whole life cycle, as they're accessing or changing resources within their role, all the way to the end, where they might be leaving the organization and we can securely off board that person. And so that whole flow that you might have from an organization standpoint is one aspect. Another area is as companies continue to grow, they might be going after, you know, maybe audits, level compliance, other pieces that might help them grow. And there's a lot of layers that you need to think about or different types of technologies and processes to have those certifications and credentials. >>And so we help support those organizations again, by consolidating all those different technologies into one spot. It makes it a lot easier for people to get up to par in how they think that their security standards should be set within an organization. And finally too, I'd say just ease of mind. There's a lot of pieces when you're thinking about, you know, where people might be coming in from how do I get visibility into all those different aspects? And when you have all that under one roof, it adds a lot of, I'd say, you know, less mental stress in terms of one, how all those technologies should be working together effectively, also securely, but then also making sure that you have time in the day to tackle big projects and let some of the, let's say, run rate security out of the way. >>Yeah. That's really important to be able to assign resources that are able to make the biggest impact across the organization, moving things off the plate that are not necessary or more mundane twice a year. I understand jump cloud does a survey with SMEs where you really are aimed at understanding kind of where they are in the market today, their concerns, trends, challenges, budgets. Then I saw you just published results from a survey in June of 2022. Talk to me a little bit about the demographics of the survey, who, who are you talking to within SMEs? And then we can kind of crack open some of those really interesting findings that came out this year. >>Yeah. So we love to get a pulse check of what's happening within the industry, but specifically within that small, medium size, if you will. And so for that survey that we ran, we talked to 400 different roles, kind of that touch it from security. So from vice president of the CCSO all the way down to it, admins and anyone else in between, and we're really looking at organizations that had about 500 employees or less, cuz there's a lot of information out there, especially from the enterprise of, you know, Hey, here's best practices. Here's all the things that you can do. But for smaller organizations, it's not as clear cut or you have less of an understanding of what your peers might be going through or kind of what their concerns are. And so when we're running that survey, that's one thing that we like to keep in mind is it's really meant for organizations at that size because there's, there's some commonalities that you start to see in suss out. >>And it's not to say that those aren't the same concerns that the enterprise folks have as well, because a lot of the things that will come out, you know, they are security based say, Hey, what's top of mind, or what's kind of keeping you up at night. There were some clear indicators and especially well from kind of, as we do this survey, you know, every six months or kind of even year over year, you start to see some trends that are emerging. And so a, a lot of the big ones are, you know, ransomware software, vulnerability and network security. Those are kind of the top three aspects when we're looking at, Hey, what are specifics that are keeping you up? And those are easy to say because ransomware is obviously in the news. Even this week, there are three different organizations just kind of pick out. >>So brussel who does dental manufacturing, they had ransomware in trust, which is another cybersecurity organization. They were breached. But then also Fremont county here in Colorado as a government organization, all three of those were hit by ransomware. And you might not say, Hey, there's, you know, they're all kind of random and they're not put together, but under the hood really it's a lot of the same different technologies that are powering, how people get access into things. Do they have the right levels of credentials? Are there conditions set within that type of access, especially if it's privilege. And so you start to consolidate and bubble down all those different things that can lead up to those concerns. And then even on the software vulnerability side, Mac release, two different vulnerabilities this week. And so now it quickly becomes, okay, great. How can I make sure that my employees are using not only a secure device, but a secure device, that's up to date because it's a dynamic field as all of these things coming through. >>And these are a lot of the gotchas that can keep, you know, small, medium enterprises up at night because if something happens a security event like that, it could be a, you know, a career ending event, but also a company ending event. When you think about that. And so that becomes a really high level of importance because no one wants to see their name in the news, but it also takes a lot of different steps in order to create the layers that are necessary in order to achieve, you know, really solid round stand on for organization to do that. And so that's where we like to come in and help and making sure that a lot of those layers are actually easier to implement than you thought. And it's not this huge project, but you're doing it in a way that's conscious and also not really getting the way of kind of battling users or making sure that their experience is a nightmare as well in order to achieve these goals that you have as an organization, >>You bring up ransomware, it's become a household term that I think probably every generation alive right now in some form or fashion understands what it is to a, to some degree it's now security threats in general. Now no longer if we get hit, it's a matter of one. You gave three great examples of SMEs that were hit recently and organizations. We wouldn't think really them everybody's vulnerable. You talked about the different, you know, some of the, the concerns, software, vulnerable vulnerability, exploits, the use of unsecured networks, people, and this is so common using the same password across applications that SSEs and enterprises too are dealing with. They have to be able to lean on MSPs, for example, in the SME space to say, help us with these obvious vulnerabilities, we need to make sure that our employees are productive. They're working together. We can onboard and offboard people in a secure way. How did this survey uncover how SMEs are leaning more on MSPs to help solve some of those risks that you've talked about? >>I think one of the more interesting trends that we've seen is just the ability and the ramp for organizations to lean on managed service providers. You saw a lot of this during kind of the, the beginning of the pandemic or kind of this really shift to remote work where people kind of have this mentality of, okay, it might be a cost center and, and will have, but it it's always felt this importance to making sure that people are on site. They understand their culture. They understand the, the ways that the organization works. However, now, a lot more organizations are stepping back and saying, well, if I can't see anyone in the office or if there's only half or maybe 10% that are showing up, you know, are there other economies of scale almost that I can get from leveraging a managed service provider bringing in other expertise, right? >>And so it might be valuable to say, Hey, it's not only just managing my organization, but five others. And so now you can start to see and kind of lean on best practices that they've evolved over time. And I think one of the more interesting stats is we see that, you know, almost nine out of 10 organizations that we surveyed are either leveraging an MSP or have considered it. And one of those things that's actually pulling them back or some organizations say, Hey, I've looked at it, but I'm not quite ready to commit to outsourcing this section of my organization that, or kind of bringing in someone to manage it fully alongside with me almost in a co-managed type of environment is a third of 'em say, Hey, I, I don't know how secure the MSPs are themselves. How do they think about their own internal practices? >>And what does that look like? Because again, you, you're thinking about handing over the crown jewels over to someone and say, Hey, here's some of our, our most vulnerable or critical assets that we need to have secured and, and making sure that that's part of the organization. And so it's a, it's an honest conversation that a lot of owners have with MSPs and say, look, are, are you up to snuff, right? Because if something happens, sure, I might have one person to go after, or you might have SLAs that I can, I can go. But it still means me as an organization has been targeted. What does that look like in our types of relationship? And so a lot of the partners that we have on the jump outside, it's a very common conversation that they have with our clients and saying, walking them through and say, Hey, here's our, our security plan. >>Here's how we approach that. Here's all the different tools that we have at, at our disposal that are working alongside jump cloud in order to make sure that not only do you have good posture, I'd say good areas where the organization is set up for success, where you're thinking about not sharing passwords or there's password complexity, or there's other technologies like single sign on that, help reduce that. But in addition to what type of network scanning do you have available? What type of antivirus do you leverage? What are all the other pieces that create that holistic security structure? And so sometimes it's a lot easier for MSPs to deliver that and package it up instead of having, you know, an overburdened it, admin said, great, this is another project that I have to go through and think about and look at pricing and kind of other those components, because it helps speed up. I'd say your time to being more secure. And that's a really real conversation for organizations as they think about planning, as they think about budgets and what impact that might have on organization, making sure that employees can get work done. But we're also thinking about in a very secure mindset within the organization. >>That's so critical as we talked about every or every organization of every size in every industry is vulnerable. There's just no weight getting around it. These days. You talked about an interesting stat, about 90% of the SME surveyed some written we're yes, we're relying on MSV, but we still worry about security. Talk to me from the jump cloud, AWS perspective. How do you help though? That's cause that's a big number, the 90% of SMEs that are still concerned about security, how do you help them dial that down? >>I think it's really understanding, you know, you mentioned AWS, so what are the critical access and what are those points that look like that we need to get a handle on? And how can we make that easier? Cause I think one of the pieces that will often come at and say, Hey, we really wanna make this approach work. We really wanna make sure that when you, when you wake up and you need to get into Q and a environments or, or production or whatever, that might be, that it's a seamless experience, but we as an organization have visibility into what's going on and Hey, if you're getting promoted or your role is changing, we wanna make sure that those attributes or kind of those pieces that are associated to you and your identity are changing with it. And so making sure that there's this dynamic motion available to folks, as they start thinking about, you know, where a majority of their IP lives, it's no longer in some server closet and yes, it might still be on a, on a manufacturing floor, but it's those components that become the most critical for organizations you've heard, I'd say, you know, certainly within the last five years and probably even goes further back where a lot of traditional organizations say, Hey, we're a software company now we're, you know, kind of insert for innovation, making sure we can do that. >>And I think a lot of organizations are still going through that transition, but right behind it and what's coming next. And certainly a lot of organizations start to say, not only are we a software company, but we're a security company. And with that, that comes the mindset. Not only of here's how we tactically get into the things that we need to do our job, but the why behind it. And I think that's one of the elements that might be missing or is certainly one of, I know that we have a lie attainment kind of take that approach of, yes, we're gonna be implementing, we need to have your device passion updated because there's vulnerabilities. But for everyone else kind of on the end user side, it's like, well, okay, well why, why do we need to do that? And so by having that security first type of mentality, that allows everyone to be on the same page, play on the same team and making sure that when, you know, those requests are coming in both back and forth between end users and its security team, anyone else that might be involved within that process, you all understand that say, Hey, it's not, you know, it, it's not my job. >>It's everyone's job, right? We're all in this together because that's some of the parts where it can start to fall down too. You might have a team that has the best practices and in, you know, in intentions, but if the implementation and the follow through isn't bought in from everyone, then you're also playing against the speed of the organization to adopt it. And that's really the timeline that you're battling, especially when you're thinking about ransomware or someone who already might be in it is how can we help mitigate a lot of those different pieces. So by combining all those different elements into a thought process, into a mentality of being a security first organization, that's really kind of helps within the ripple effect all the way down into, you know, the critical resources like AWS. >>It has to be a holistic view. There's really no other choice these days. And it also has to be done in a timely fashion. What did, as we wrap up kind of talking about the survey here, what were some of the trends, the future trends it uncovered as we are still in a remote and distributed work environment. It probably always will be. We've seen challenges and everyone's mental health in terms of, of strapped resources. What did the survey uncover as to what these folks saw as future trends? >>So I'd say there's a, there's a couple, there there's a lot, but we'll break it down and say, I'd say three core trends that you saw across every organization that we talked to, including our own base of over 180,000 organizations that rely on gem cloud is, Hey, security is number one, right? And we we've talked to that about at length device management is another extension of that. I'm sorry, making sure that, Hey, this is the only piece of hardware I have from the company in front of me. I wanna make sure that I can manage secure it, make sure it's patched as well as we kind of operate in this dynamic and environment, making sure that we're resilient as an organization. And then I'd say finally, as those pieces start to evolve, there's still some organizations that are how trying to understand kind of truly manage what does hybrid and remote and kind of what does that look like for me as an organization? >>Cause I think we're now out of this panic mode and now organizations are now setting up. Okay, what are some of the long term structures as I think about that, and you hear a lot about too, from other organizations that are mandating folks to come back or okay. Maybe it's just a couple days a week or all of those decisions have impacts on the it organization. So that is very alive and well, I'd say one of the other pieces you mentioned mental health is that we are starting to understand a little bit more, you know, kind of who's behind the computer. Who's, who's behind the keyboard. What does the impact have for them? Because in this type of work environment as well, you know, it's still challenging to find really good talent. And so you might be strapped for resources. You might be the only person that's trying to implement these processes or the security protocol, or trying to help get us up into a good compliance posture, all of those different pieces kind of on it. >>And so you can start to think about man, how do I, how do I make progress? And I think that's one of the other pieces that is really important for folks kind of from that perspective is, you know, always understand that you're making progress, even though the, the tickets might be coming at you and you, there's never ending in sight. All those steps that you take for an organization are critically important. And so, and it's not always just a people answer cuz you might, might not be in the position to say, Hey, we need an extra five hands on this in order to make it done. It might have to be more of a conversation of, Hey, here are the pieces that we need to automate. Here are the business processes that we really need to think about in order to have a fundamental impact on what we can do. >>And then you can come back and say, great. And if we have this, it might actually look like one and a half people. You can't really hire a half person, but you come into those types of mentality with a really solid argument of here's what we need to have in order to make this happen. And I think too, getting that type of buy-in again, making sure, Hey, we are a security company after all, we're all in this together that allows everyone to kind of help pitch in because if you don't have that piece, then you know, everything can feel much more burdensome, right? And the level of burnout increases the, the level of mental health in general, across the teams that are acting as supporting functions for an organization, start to get burnout. And it might not always be as Hey, as important as, as revenue or Hey, we're getting this marketing campaign out, but it's this underwriting thing in terms of really, truly important infrastructure that the company needs to think about. >>And when you can involve all of those different pieces, then people feel like they can make a positive impact. They feel more empowered. They have, you know, emojis attached to tickets and say, Hey, it was so great to help you out today. And a lot of those I'd say interpersonal connections that you might be missing in a remote only type of world in organization. And so bringing all those little tidbits back into, you know, how to, how to be a good person, how to be a good human and how to make sure that there's some personality involved with it. And it's not just this ongoing process. I think there's a little bit of give and take, but that's one other thing that we've surfaced is really just understanding a better picture of who's implementing all these amazing things around the world. >>That's so important. There's so many different levers to the pull here where becoming a security company is concerned. Where can folks go to one chase, get the surveying two, some final thoughts. What, where can folks go to actually test out jump drive? >>Yeah, absolutely >>Jump out. Excuse me. >>So within everything that we talked about, some from various different technologies from identity management, device management, SSO, MFA, and many, many more. So you can go to jumpcloud.com, create a free organization. It's free up to 10 users, 10 devices. So even for really small organizations, even if you're a startup, we can help leverage enterprise grade security technology for you to implement as well as more detailed on the reports. And so if you wanna get a better sense of kind of how we look at the world types of information that we can bring back and making sure that you're learning from your peers and how to implement and put your best foot forward within the organization, we always have a ton of amazing resources and content that really looks at, you know, who's doing the work. Why are they doing the work? And how is that work impactful within multiple different organizations and not only just the organizations themselves, but those that are supporting it like managed service providers of the world. >>Got it. Awesome. Chase. Thank you so much for joining me on this episode of the AWS startup showcase, talking to us about what jump cloud is uncovered with respect to the concerns that SMEs have, how MSPs are helping, how jump cloud is also a facilitator of really helping to organizations to become security organizations. We appreciate your time. >>Absolutely. Thank you so much for having me again. >>Our pleasure. We wanna you for watching. Keep it right here on the, for more action. The, is your leader in live coverage?

(bright, upbeat music) >> Thank you, Adam, you're looking great in the studio. Those clouds going behind you in that beautiful blue sky. Okay. We're excited here at the Fira in Barcelona at Mobile World Congress 21. Yes, it's on. Yes, it's alive and I'd say it's pretty well. Andriy Zhylenko is here as the CEO of Porta One and Roman Khalenkov is joining us as well He's the Chief Commercial Officer of Porta One. Gents, great to see you. Thanks for coming on the Cube. >> Thank you very much for having us. >> You're very welcome. You guys are local Barcelonans now. That's awesome. You've came in from Russia. You had this great idea for a company. Tell us about Porta One. >> Well, Porta One exists for over 20 years and we focus on helping Telco operators to deliver services more efficiently or create something new by providing an open architecture platform. And we mostly focus on tier two and three operator. So, I think about us as this weapon they can use to fight the Goliath; the large telecom operators because they need flexibility and the ability to get there faster. >> I mean, I love that, right. And we're going to talk about the cloud is a key part of that because you're now giving the smaller operators the capabilities that the big guys have had but actually doing it a way that may be cleaner and more agile, it's cloud based, they can price differently. It's a whole new ball game, right? I mean, what are you seeing when you talk to customers? What's that? What's the initial conversation like? >> Well, people still, to some extent, are afraid of the cloud but we try to give them different options on premises or in the cloud. It's a software after all. >> Dave: What, what are they afraid of with the cloud? >> They're afraid of not having the full control and usually people are afraid of things, which they don't completely understand and I guess having us here helps them to overcome that fear. >> Well, we saw this with the traditional enterprise IT when we used to have financial services executives on the cube. 10 years ago, they go, we will never put our data in the cloud. It's never going to happen. It was financial services, one of the fastest growing and largest customer segments for the cloud. But you're focusing on, you say, the tier two and tier three, I would think they have a greater motivation, right? Because they see the opportunity to disrupt. Right? >> That's true. I see cloud and other technologies such as SDN as this great equalizer because now it doesn't matter that much how much of the fiber optics you have in the ground or how many base towers you have. The true advantage will come from your platform, from the application and the service you can create. And if there's a company, they can create a great service, if it's in the cloud, it can scale to millions of subscribers easily, they just to find that product market fit. >> And Roman, you've got almost 500 customers, I believe. >> Yes. All around the globe. >> Well, that's the interesting thing, you got like 90 customers or more and so, >> 90 countries >> 90 countries, I meant 500 customers in 90 countries. So you've got local laws, you've got local politics, public policy, different across those countries, you know, provenance etc. etc. How do you see - what's the spectrum like are they open to the tier two and tier three disrupting? I mean, I would imagine some countries are trying to protect, you know, their relationships with the big Telcos because it's such critical infrastructure. What's that spectrum look like? Paint a picture of that diversity. >> It all depends on the specific country. In some countries like South Africa, the market is totally liberalized. You want to become a Telco. Here you go. In other countries like China, for example, it's only for a very small group of national carriers. So we basically follow the lead of the customers. If there are an opportunity in the specific countries, they will pop up like mushrooms. If there is no market liberation, what can you do? >> Right. Okay. So now talk more about what you guys sell to these customers. You're talking about the BSS systems and what exactly am I buying from you? And how is that all working? >> We sell the ability to manage your subscribers, create new services, and then provision and deliver those services to a variety of network elements, equipment and through integrations, and through connections to various types of apps. And right now with the cloud move, I see this as an- it's a challenge and an opportunity at the same time. If Telco has existing infrastructure that's our chance to rethink the architecture and approach. Because if they just think we have a cloud, it's some kind of computer where I'm going to run the applications a bit cheaper, they're missing the point. We were born in Soviet Union and one of my treasures is the jokes from Soviet Union times is one of them is a lady writes to the Central Committee of Communist Party and she says, I work at the Moscow Teapot Factory. And I like my job, I like my colleagues, I'm employee of the month, but, what bothers me; I can never buy a teapot in my store. I go there but they never have teapots. Can you do something? And she receives a reply saying, well, we can not change the way how we distribute goods in the whole country but there's an exception that will allow you to take one part of teapot, bring it home, and you can assemble teapot for yourself. And then two months later, there's now a letter from the same lady saying, Dear comrades, I did as you told me and now in my backyard, I have an intercontinental ballistic missile SS20 but I still don't have a teapot. So you cannot replicate what already had to just bring it piece by piece into the cloud and expect it's going to be something different, it's going to be better. >> Dave: We call it the Lunar Landing Module, very complex. Okay! Let's talk about the move from and the journey from on-prem maybe through hybrid but to the cloud, ultimately, and it starts with the customer conversation. First of all, they got to be willing. Right? Okay. But what's that journey look like? What are the phases that we should- how should we think about that? >> Over the last 20 years we've been offering our platform on premises and usually with unlimited license. So, whatever you can squeeze out of your physical machines is all yours. We don't count that. And that was a pretty straightforward model because you own your servers. We give you the license to the product, and it's fully separated. In the cloud it's not possible by default. You will provide both the physical infrastructure and software infrastructure. So, we need to change that model and we need to explain to our customers first of all. The next step; no Telco is the same. So, they provide different set of services. They offer their products to different audiences of the end-users. So it can be hosted PPBX or IP Centrics environments. So, we would then price our platform based on the number of active seats or it can be a mobile operator, a full mobile network operator or virtual mobile operator MVNO, or even enabler MVNE. So in that case, we would price our platform based on number of active sims. Many manual customers prefer to diversify. They want to choose different models, serve different market segments and not only deliver voice, but also data, messaging, value added services. We have a huge customer in Brazil, for example, they don't have a single end-user customer because everything what they do is pure IOT. So how do we price the platform? Because the variety of business models is so huge. We use the idea of billable events. So any call, any message, any data session, subscription, or anything which can produce a rate-able file can counter against the capacity of what the customer uses. So it gives a full transparency for the customer and it's easy to predict the future costs >> And you're able to charge accordingly and transparently because you've written software to do that. >> Roman: Absolutely. >> Its in the cloud, I presume. And so, you're able to show your customers exactly what you're paying for and the seat in that instance is somebody who's creating those services or somebody who's administering those services, or it's a developer? >> It's an extension >> Somebody who's using the service. So the end user. >> Ah, right. Yeah, okay. >> And actually we use our own software to charge our customers for using our software. >> Okay so you eat your own dog food or drink your own champagne as people like to say, right? How about from an engineering standpoint? Going from on-prem to the cloud, how should we think about architecting that? What are some of the roadblocks that we potentially see? >> The biggest roadblock we see in the developing countries is data centers not being available yet. That customer in Brazil, they were like knocking on the doors of the data center >> 9: 00 AM when it just opened, because they've been waiting for so long. We have about 15 customers in South Africa. They still are waiting for proper cloud at the center to be open there. But that's just the question of time. We just have to wait a little bit and this will get improved. And then that's a big thing. that you have your data center, you have your cloud software, and then you have your existing operations. You have your systems. So how do you move there? And I'm a proponent of gradual migration and gradual movement because every Telco, if they were in business for at least a few years, they have accumulated the variety of different systems, legacy, different products, different departments. It's difficult to jump in the cloud in one jump. So let's build a ladder. And with our customers, we use a technology called Dual-Version with RADIUS. It's a gradual migration. You don't move it at once You first with the pilot batch of customers, observe them, then add more customers, add more customers, and you keep going until everybody's on the new version. And it helps tremendously with new technology, or just with different user experience, because maybe some things which were improved in our perspective from some users, they don't like the change or they need some adjustments. So we see a way to the cloud. It's starting the small steps and then get them to the cloud and the process doesn't start there because once you get to version one of Clio cloud software, it's going to be version two and version three and version four. So the first is a general change in the mentality of telco, all this constant gradual improvements. >> You call it radio? Gradual? >> Gradual. >> Okay, so, gradual migration. So when you do a migration and it's gradual what, do you create some kind of abstraction layer so they don't have to freeze everything, right? Or, maybe I do freeze it but I can still operate with the pieces that have moved. >> Exactly. >> So I'm not shutting down my business. >> No, no way. >> That's the problem with migrations, right? I got to, I got to freeze it. And then, so I say, forget it. I don't ever do a migration, but technology allows you to hide that. >> Right. Some freeze may be required because maybe you should not add a new product or change one, which is currently being immigrated. >> Right. >> But to try to minimize the amount of those freezes from a product catalog perspective and the amount of potential inconveniences for the end user while they be integrated. >> Let's talk about the business value. We know that before, we know what it's like, it's a hairball. You described that spaghetti code. It's slow. It's not transparent. It's expensive. What are you seeing in the after state with some of your tier two and tier three customers, in particular, the ones that are disrupting the Telcos, what do you see? Roman. >> It Brings value, first of all. Because the scalability is no longer an issue. Their ability to migrate, ability to update the system to the new releases is also, much more easier in the cloud. So, the industry's changing fast. The consumers are instantly moving from one preferred way of communicating to another. So the Telcos need to change as well, pretty rapidly. So we are trying to give them that set of tools so they are not being dragged behind by the changes. So update faster, scale faster, introduce new products faster, configure new subscription, and get more customers. >> And then that leads to compress time to monetization. >> Roman: Exactly >> Better customer satisfaction. If we talked in this industry about NPS and how it's so negative. Usually people talk about "my NPS is better than Apple's". When they, in this industry, it's like we need to improve the NPS. Unique approach. Okay! Guys, we're almost out of time. Andriy, I'll give you the last word, put a bow on Mobile World Congress 2021 and how poor to seize it. >> Well, I think it's very symbolic, this place we are in right now, it's a space which used to belong to a large telecom software vendor. And now there's a variety of smaller disruptive companies. And I think that's the future. So the days when Telco would shop for a single huge RFP to solve all of their problems, are gone for good. Because now with the cloud, with integration, with API, You, the Telcos, have the power to build what they need, peak the solutions to integrate and create something which will deliver value and allow them to have it (indistinct) >> Fantastic. We are tracking the transformation of Telco and it just coincides with the exit of the post isolation economy. We're really excited to be here in cloud city. Adam, back to you in the studio.

(digital music) >> From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. >> The storage business as we know it has changed forever. On-prem storage was once a virtually unlimited and untapped bastion of innovation, VC funding and lucrative exits. Today it's a shadow of its former self and the glory days of storage will not return. Hello everyone, and welcome to this week's Wikibon CUBE Insights Powered by ETR. In this breaking analysis, we'll lay out our premise for what's happening in the storage industry, and share some fresh insights from our ETR partners, and data that supports our thinking. We've had three decades of tectonic shifts in the storage business. From the simplified history of this industry shows us there've been five major waves of innovation spanning five decades. The dominant industry model has evolved from what was first the mainframe centric vertically integrated business, but of course by IBM and it became a disintegrated business that saw between like 70 or 80 Winchester disk drive companies that rose and then fell. They served a booming PC industry in this way it was led by the likes of Seagate. Now Seagate supplied the emergence of an intelligent controller based external disc array business that drove huge margins for functions that while lucrative was far cheaper than captive storage from system vendors, this era of course was led by EMC and NetApp. And then this business was disrupted by a flash and software defined model that was led by Pure Storage and also VMware. Now the future of storage is being defined by cloud and intelligent data management is being led by AWS and a three letter company that we'll just call TBD, otherwise known as Jump Ball Incorporated. Now, let's get into it here, the impact of AWS cannot be overstated now while legacy storage players, they're sick and tired of talking about the cloud, the reality cannot be ignored. The cloud has been the most disruptive force in storage over the past 10 years, and we've reported on the spending impact extensively. But cloud is not the only factor pressuring the on-prem storage business, flash has killed what we call performance by spindles. In other words, the practice of adding more disk drives to keep performance from tanking. So much flash has been injected into the data center that that no longer is required. But now as you drill down into the cloud, AWS has been by far the most significant factor in our view. Lots of people talked about object storage before AWS, but there sure wasn't much spending going on, S3 changed that. AWS is getting much more aggressive about expanding its storage portfolio and its offerings. S3 came out in 2006 and it was the very first AWS service and then Elastic Block Service EBS came out a couple of years later, nobody really paid much attention. Well last fall at storage day, we saw AWS announce a number of services, many fire-related and this year we saw four new announcements of Amazon at re:Invent. We think AWS' storage revenue will surpass 8 billion this year and could be as high as 10 billion. There's not much data out there, but this would mean that AWS' storage biz is larger than that of a NetApp, which means AWS is larger than every traditional storage player with the exception of Dell. Here's a little glimpse of what's coming at the legacy storage business. It's a clip of the vice-president of AWS storage, her name is Mahlon Thompson Bukovec, watch this. Okay now, you may say Dave, what the heck does that have to do with anything? Yeah, I don't know, but as an older white guy, that's been in this business for awhile, I just think it's badass that this woman boxes and runs a business that we think is approaching $10 billion. Now let's take a quick look at the storage announcements AWS made at re:Invent. The company made four announcements this year, let me try to be brief, the first is EBS io2 Block Express Volumes, got to love the names. AWS was claims this is the first storage area network or sand for the cloud and it offers up to 256,000 IOPS and 4,000 megabytes per second throughput and 64 terabytes of capacity. Hey, sounds pretty impressive right, Well let's dig in a little bit okay, first of all, this is not the first sand in the cloud, at least in my view there may be others but Pure Storage announced cloud block store in 2019 at its annual accelerate customer conference and it's pretty comparable here. Maybe not so much in the speeds and feeds, but the concept of better block storage in the cloud with higher availability. Now, as you may also be saying, what's the big deal? The performance come on, we can smoke that we're on-prem vendor We can bury that. Compared to what we do, AWS' announcement is really not that impressive okay, let me give you a point of comparison there's a startup out there called VAST Data. Just there for you and closure with bundled storage and compute can do 400,000 IOPS and 40,000 megabytes per second and that can be scaled, so yeah, I get it. And AWS also announced that io2 two was priced at 20% less than previous generation volumes, which you might say is also no big deal and I would agree 20% is not as aggressive as the average price decline per gigabyte of any storage technology. AWS loves to make a big deal about its price declines, it's essentially following the industry trends but the point is that this feature will be great for a lot of workloads and it's fully integrated with AWS services meaning for example, it will be very convenient for AWS customers to invoke this capability for example Aurora and other AWS databases through its RDS service, just another easy button for developers to push. This is specially important as we see AWS rapidly expanding its machine learning in AI capabilities with SageMaker, it's embedding ML into things like Redshift and driving analytics, so integration is very key for its customers. Now, is Amazon retail going to run its business on io2 volumes? I doubt it. I believe they're running on Oracle and they need much better performance, but this is a mainstream service for the EBS masses to tap. Now, the other notable announcement was EBS Gp3 volumes. This is essentially a service that lets let you programmatically set SLAs for IOPS and throughput independently without needing to add additional storage. Again, you may be saying things like, well atleast I remember when SolidFire let me do this several years ago and gave me more than 3000 IOPS and 125 megabytes per a second performance, but look, this is great for mainstream customers that want more consistent and predictable performance and that want to set some kind of threshold or floor and it's integrated again into the AWS stack. Two other announcements were made, one that automatically tiers data to colder storage tiers and a replication service. On the former, data migrates to tier two after 90 days of inaccess and tier three, after 180 days. AWS remember, they hired a bunch of folks out of EMC years ago and they put them up in the Boston Seaport area, so they've acquired lots of expertise in a lot of different areas I'm not sure if tiering came out of that group but look, this stuff is not rocket science, but it saves customers money. So these are tried and true techniques that AWS is applying but the important thing is it's in the cloud. Now for sure we'd like to see more policy options than say for example, a fixed 90 day or 180 day policy and more importantly we'd like to see intelligent tiering where the machine is smart enough to elevate and promote certain datasets when they're needed for instance, at the end of a quarter for comparison purposes or at the end of the year, but as NFL Hall of Fame Coach Hank Stram would have said, AWS is matriculating the ball down the field. Okay, let's look at some of the data that supports what we're saying here in our premise today. This chart shows spending across the ETR taxonomy. It depicts the net score or spending velocity for different sectors. We've highlighted storage, now don't put too much weight on the January data because the survey was just launched, but you can see storage continues to be a back burner item relative to some other spending priorities. Now as I've reported, CIOs are really focused on cloud, containers, container orchestration, automation, productivity and other key areas like security. Now let's take a look at some of the financial data from the storage crowd. This chart shows data for eight leading names in storage and we put storage in quotes because as we said earlier, the market is shifting and for sure companies like Cohesity and Rubrik, they're not positioning as storage players in fact, that's the last thing they want to do. Rather they're category creators around data management or intelligent data management but their inadjacency to storage, they're partnering with all the primary storage companies and they're in the ETR taxonomy. Okay, so as you can see, we're showing the year over year, quarterly revenue growth for the leading storage companies. NetApp is a big winner, they're growing at a whopping 2%. They beat expectations, but expectations were way down so you can see in the right most column upper right, we've added the ETR net score from October and net score of 10% says that if you ask customers, are you spending more or less with a company, there are 10% of the customers that are essentially spending more than are spending less, get into that a little further later. For comparison, a company like Snowflake, it has a net score approaching 70% Pure Storage used to be that high several years ago or high sixties anyway. So 10% is in the red zone and yet NetApp, is the big winner this quarter. Now Nutanix isn't really again a storage company, but they're an adjacency and they sell storage and like many of these companies, it's transitioning to a subscription pricing model, so that puts pressure on the income statement, that's why they went out and did a deal with Bain, Bain put in $750 million to help Bridge that transition so that's kind of an interesting move. Every company in this chart is moving to an annual recurring revenue model and that as a service approach is going to be the norm by the end of the decade. HPE's doing it with GreenLake, Dell has announced Apex, virtually every company is headed in this direction. Now speaking of HPE, it's Nimble business that has momentum, but other parts of the storage portfolio are quite a bit softer. Dell continues to see pressure on its storage business although VxRail is a bright spot. Everybody's got a bright spot, everybody's got new stuff that's growing much faster than the old stuff, the problem is the old stuff is much much bigger than the new stuff. IBM's mainframe storage cycle, well that's seems to have run its course, they had been growing for the last several quarters that looks like it's over. And so very very cyclical businesses here now as you can see, The data protection data management companies, they are showing spending momentum but they're not public so we don't have revenue data. But you got to wonder with all the money these guys have raised and the red hot IPO and tech markets, why haven't these guys gone public? The answer has to be that they're either not ready or maybe their a numbers weren't where they want them to be, maybe they're not predictable enough, maybe they don't have their operational act together or maybe they need to you get that in order, some combination of those factors is likely. They'll tell you, they'll give other answers if you ask them, but if they had their stuff together they'd be going out right now. Now here's another look at the spending data in terms of net score, which is again spending velocity. The ETR here is measuring the percent of respondents that are adopting new, spending more, spending flat, spending less or retiring the platform. So net score is adoptions, which is the lime green plus the spending more, which is the forest green. Add those two and then subtract spending less, which is the pink and then leaving the platform, which is the bright red, what's left over is net score. So, let's look at the picture here, Cohesity leads all players in the storage taxonomy, the ETR storage taxonomy, again they don't position that way, but that's the way the customers are answering. They've got 55% net score which is really solid and you can see the data in the upper right-hand corner, it's followed by Nutanix. Now they're really not again in the scope of Pure play storage play but speaking of Pure, its net score has come down from its high of 73% in January, 2016. It's not going to climb back up there, but it's going to be interesting to see if Pure net scorecard rebound in a post COVID world. We're also watching what Pure does in terms of unifying file and object and how it's fairing in cloud and what it does with the Portworx acquisition which is really designed to bring forth a new programming model. Now, Dell is doing fine with VxRail, but VSAN is well off its net score highs which we're in the 60% plus range a couple of years ago, VSAN is definitely been a factor from VMware, but again that's come off its highs, HPE with Nimble still has some room to improve, I think it actually will I think that these figures that we're showing here they're are somewhat depressed by the COVID factor, I expect Nimble is going to bounce back in future surveys. Dell and NetApp are the big leaders in terms of presence or market share in the data other than VMware, 'cause VMware has a lot of instances, it's software defined that's why they're so prominent. And with VMware's large share you'd expect them to have net scores that are tepid and you can see a similar pattern with IBM. So Dell, NetApp, tepid net scores as is IBM because of their large market share VMware, kind of a newer entry into the play and so doing pretty well there from a net score standpoint. Now Commvault like Cohesity and Rubrik is really around intelligent data management, trying to go beyond backup into business recovery, data protection, DevOps, bringing that analytics, bringing that to the cloud, we didn't put Veeam in here and we probably should have. They had pre-COVID net scores well in to the thirties and they have a steadily increasing share of the market, so we expect good things from Veeam going forward. They were acquired earlier this year by Insight, capital private equity firm. So big changes there as well, that was their kind of near-term exit maybe more to come. But look, it's all relative, this is a large and mature market that is moving to the cloud and moving to other adjacencies. And the core is still primary storage, that's the main supreme prerequisite and everything else flows from there, data protection, replication, everything else. This chart gives you another view of the competitive landscape, it's that classic XY chart it plots net score in the vertical axis and market share on the horizontal axis, market share remember is a measure of presence in the dataset. Now think about this from the CIO's perspective, they have their on-prem estate, got all this infrastructure and they're putting a brick wall around their core systems. And what do they want out of storage for that class of workload? They want it to perform consistently, they want it to be efficient and they want it to be cost-effective, so what are they going to do? they're going to consolidate, They're going to consolidate the number of vendors, they're going to consolidate the storage, they're going to minimize complexity, yeah, they're going to worry about the blast radius, but there's ways to architect around that. The last thing they want to worry about is managing a zillion storage vendors this business is consolidating, it has been for some time, we've seen the number of independent storage players that are going public as consolidated over the years, and it's going to continue. so on-prem storage arrays are not giving CIOs the innovation and strategic advantage back when things like storage virtualization, space efficient snapshots, data de-duplication and other storage services were worth maybe taking a flyer on a feature product like for example, a 3PAR or even a Data Domain. Now flash gave the CIOs more headroom and better performance and so as I said earlier, they're not just buying spindles to increase performance, so as more and more work gets pushed to the cloud, you're seeing a bunkering in on these large scale mission-critical workloads. As you saw earlier, the legacy storage market is consolidating and has been for a while as I just said, it's essentially becoming a managed decline business where RnD is going to increasingly get squeezed and go to other areas, both from the vendor community and on the buy-side where they're investing on things like cloud, containers and in building new layers in their business and of course the DX, the Digital Transformation. I mentioned VAST Data before, it is a company that's growing and another company that's growing is Infinidat and these guys are traditional storage on-prem models they don't bristle If I say traditional they're nexgen if you will but they don't own a cloud, so they were selling to the data center. Now Infinidat is focused on petabyte scale and as they say, they're growing revenues, they're having success consolidating storage that thing that I just talked about. Ironically, these are two Israeli founder based companies that are growing and you saw earlier, this is a share shift the market is not growing overall the part of that's COVID, but if you exclude cloud, the market is under pressure. Now these two companies that I'm mentioning, they're kind of the exception to the rule here, they're tiny in the grand scheme of things, they're really not going to shift the market and their end game is to get acquired so they can still share, but they're not going to reverse these trends. And every one on this chart, every on-prem player has to have a cloud strategy where they connect into the cloud, where they take advantage of native cloud services and they help extend their respective install bases into the cloud, including having a capability that is physically proximate to the cloud with a colo like an Equinix or some other approach. Now, for example at re:Invent, we saw that AWS has hybrid strategy, we saw that evolving. AWS is trying to bring AWS to the edge and they treat the data center as just another edge note, so outposts and smaller versions of outposts and things like local zones are all part of bringing AWS to the edge. And we saw a few companies Pure, Infinidant, Veeam come to mind that are connecting to outpost. They saw the Qumulo was in there, Clumio, Commvault, WekaIO is also in there and I'm sure I'm missing some so, DM me, email me, yell at me, I'm sorry I forgot you but you get the point. These companies that are selling on-prem are connecting to the cloud, they're forced to connect to the cloud much in the same way as they were forced to join the VMware ecosystem and try to add value, try to keep moving fast. So, that's what's going on here, what's the prognosis for storage in the coming year? Well, where've of all the good times gone? Look, we would never bet against data but the days of selling storage controllers that masks the deficiencies of spinning disc or add embedded hardware functions or easily picking off a legacy install base with flash, well, those days are gone. Repatriation, it ain't happening it's maybe tiny little pockets. CIOs are rationalizing their on-premises portfolios so they can invest in the cloud, AI, machine learning, machine intelligence, automation and they're re-skilling their teams. Low latency high bandwidth workloads with minimal jitter, that's the sweet spot for on-prem it's becoming the mainframe of storage. CIOs are also developing a cloud first strategy yes, the world is hybrid but what does that mean to CIOs? It means you're going to have some work in the cloud and some work on-prem, there's a hybrid We've got both. Everything that can go to the cloud, will go to the cloud, in our opinion and everything that can't or shouldn't won't. Yes, people will make mistakes and they'll "repatriate" but generally that's the trend. And the CIOs they're building an abstraction layer to connect workloads from an observability and manageability standpoint so they can maintain control and manage lock-in risk, they have options. Everything that doesn't go to the cloud will likely have some type of hybridicity to it, the reverse won't likely be the case. For vendors, cloud strategies involve supporting your install basis migration to the cloud, that's where they're going, that's where they want to go, they want your help there's business to be made there so enabling low latency hybrids in accommodating subscription models, well, that's a whole another topic, but that's the trend that we see and you rethink the business that you're in, for instance, data management and developing an edge strategy that recognizes that edge workloads are going to require new architecture and that's more efficient than what we've seen built around general purpose systems, and wow, that's a topic for another day. You're seeing this whole as a service model really reshape the entire cultures in the way in which the on-prem vendors are operating no longer is it selling a box that has dramatically marked up controllers and disc drives, it's really thinking about services that could be invoked in the cloud. Now remember, these episodes are all available as podcasts, wherever you listen, just search Breaking Analysis podcasts and please subscribe, I'd appreciate that checkout etr.plus for all the survey action. We also publish a full report every week on wikibon.com and siliconangle.com. A lot of ways to get in touch. You can email me at david.vellante@siliconangle.com. you could DM me @dvellante on Twitter, comment on our LinkedIn posts, I always appreciate that. This is Dave Vellante for theCUBE Insights Powered by ETR. Thanks for watching everyone stay safe and we'll see you next time. (upbeat music)

>> Hello, my name is Petar Bojovic, director of technology infrastructure from Blue Cross Blue Shield of North Carolina. I have been with this organization for over three years and I own system engineering across private and public cloud, virtualization, OS, backup, storage, OpenShift platform, and automation. I have been implementing significant change improving our operating model since I arrived. Blue Cross Blue Shield North Carolina is transforming healthcare by changing the current model. We are focusing on something called value-based healthcare. Traditionally, healthcare model is typically a fee for service or capitated approach in which providers are paid based on the amount of health care services they deliver. Fee for service versus outcome. So when you go to a doctor and you do an office visit, they charge you for every item that they see you with. Based on that, they send that to my organization to adjudicate those claims. Value-based healthcare, on the other hand is a healthcare delivery model in which providers, including hospitals and physicians, are paid based on patient health outcomes. The value in value-based healthcare is derived from measuring health outcomes against the cost of delivering those outcomes. Well, we want to do the same and derive value out of IT as well. Significant value can be attained through automation on all levels. Just like most journeys, mine began with motivation. Let's talk about how I got here, how did I get started and how you can do it too. But first let's talk about Ansible. The automation engine is designed to provide an easy, reusable and platform-independent vehicle to automate complex and repetitive tasks. First off, Ansible is an open-source tool. It is very simple to use and set up. Even better, it's extremely powerful and flexible. You can orchestrate the entire application environment, no matter where it's deployed. You can also customize it based on your needs. Back in 2018, we had to build 150 jump server VMs in under 24 hours. Well, we leveraged some of the cobbled automation tools and scripts to get this done within that timeline. Without leveraging these tools and automation, this would have taken at least a week to facilitate the build. So a couple key takeaways from that exercise. Number one, this was awesome. All right, number two. We saw amazing potential in automation. Number three, we ran into network and other related build issues. Number four, we were unsure what to do next and where to focus within the realm of automation. So fast forward to May, 2019. My infrastructure engineering team introduced infrastructure automation software, you guessed it, Ansible to Blue Cross North Carolina to reduce overall IT costs, increase agility, productivity, and delivery while reducing delays and reliance on outside managed service providers or those repetitive manual tasks. So in the past, to provision a single server or virtual machine would take a minimum of 10 business days. That's not the overall process. That is just the deployment, would take 10 business days and over 20 hours of work, resulting in a cost of approximately $3,300 in charges per build. That's over $3,000 per build per server. However, with the automation platform provided by Ansible, this effort was significantly reduced. Reduced to under one business day, a half-hour worth of work and zero managed service provider charges. Let's fast forward a bit, to middle to late 2019. Blue Cross North Carolina decided to re-host the Facets application platform in-house within our co-locations. Well, Facets is a claim adjudication platform. After a medical claim is submitted, the insurance company Blue Cross determines their financial responsibility for the payment to the provider. This process is referred to as claims adjudication. Blue Cross was faced with the requirement to create roughly 1000 virtual machines as quickly as possible across all regions. Development, tests, training, QA, UAT, P stage, a staging environment, production, NDR. Well, our current managed service provider projected requiring 12 dedicated staff members and 16 weeks to process this request. Nope. There had to be a better way. By leveraging automation, the existing infrastructure engineering team was able to successfully provision all the required servers across three business days, in a total of 16 hours as well as nine weeks ahead of the project plan schedule, resulting in a cost avoidance of over $850,000. That's amazing, isn't it? Well, since then, the infrastructure engineering team has continued to use automation to assist teams both inside and outside of IT by reducing hours spent on repetitive tasks. Automation has increased the speed and accuracy of account creation, security hardening, and remediations, environment-wide configuration changes and software agent installations, just to name a few. This implementation had a significant positive impact on cost savings and cost avoidance and how quickly we can deliver and deploy infrastructure for projects. How were we able to implement this meaningful change? Well, I'll tell you, we started to evangelize and convert those naysayers to the wonderful world of automation. "Automate everything" was our mantra, even automate the automation. We'll eventually get there. It took a top-down approach to really accelerate use and adoptions. I spoke to anyone and everyone I could, my VP did the same, and even my CIO, Jo Abernathy. She started touting how important automation will be to the organization, its value, and how we can stay competitive and deploy faster and deliver at the speed of innovation. Wow, just wow. With a top-down approach for automation, we are empowering teams throughout the business to focus on those areas that are ripe for automation. Repetitive mundane tasks, those that are time delays are ideal candidates and allow these teams to focus on their core workload, versus time spent on those repetitive tasks. We are flaunting our automation successes within IT infrastructure to other departments in IT and the business at large. These conversations are opening up new possibilities to empower team members to leverage automation to deploy and deliver more quickly to meet the demand of enterprise projects and initiatives. Since its inception, the team has delivered on every project request ahead of schedule for infrastructure build, think about that. Every project request has been delivered ahead of schedule from an infrastructure perspective. That's fantastic. Well, automation is not new to the company, my company, nor yours. There's many tools, we use scripting, there's a lot available, but with Ansible and the way we've been able to implement it and make meaningful impact quickly, is new to the industry. We have been able to automate and reap significant cost avoidance in a short amount of time. Other similarly-sized companies are leveraging the same tool for longer and are not able to accomplish as much as we did in a short of time. We had motivation. Since starting this initiative, we are averaging cost avoidances in excess of $250,000 monthly. As difficult as it is to implement something new in most companies, the team implemented this capability and way of thinking within months. The sheer dedication to the business objective and the can-do attitude allowed us to be extremely successful. Thank you very much for your time and allowing me to tell my story.

>> Produced from the Cube studios. This's strong by science, in depth conversations about science based training, sports performance and all things health and wellness. Here's your hose, Max Marzo. I'm with >> the one and only Cory Slush Inger Cory is the director of men's sorry, director of performance from men's basketball at Stanford University. Good friend of mine, extremely passionate human. And for those you don't know former college basketball Hooper Corey really happened. Happy on a day to thank you for being here. >> No, man, it's an absolute pleasure. Me, Max. It's It's kind of crazy how our relationship has evolved throughout the years. Ah, start with Diem. You know, that's how it usually goes, the way your T shirt and he's got hair. So I wish I was that God, like I got it down here, but I got it out talk. So don't worry, Max. I'm going to make you a T shirt and I'm sending Teo. You said >> make a T shirt. I >> will wear >> until you plant cast with you again. >> Be careful with the pick. Might be >> way careful with that. Wait. Speaking of that, Corey, I mean, before we went on air here, you have a little story about your beard. And not to say you're only known for the beard, but the beer definitely is a staple in the slashing. Your appearance give me back for that. I want to hear it, and they will dive into some of the science. >> Yeah, man. So as far as the beard, I mean, it started at you. Maybe we're on a Spanish tour went overseas, and I did. One of those crazy handlebar mustache is right. I mean, it was gnarly, but being overseas just didn't shave, right? I mean, we're there for almost a week and a half, and I just started growing out the stubble. And then people are like, keep it going. And so I kept going and we were winning a lot of games. And then we end up winning a championship. And so it became like the tournament beard or became like the season beard. And so I just kept rolling it from there, and yeah, that's that's kind of where the beard is stated for now. And then when I realized, like if I could, it almost looks like a cancer patient. So I needed a key because he's blond eyebrows, man from five feet away. It looks like I'm ball period like I can't grow here. So, yeah, that's where the beard states is at this point. >> Well, Iet's fifty. I'm getting mine going. I'm not going to your caliber. I keep it trimmed, but it makes me feel like I'm a scientist or something. If I have a beard, makes you more intelligent, but getting off the topic here. When it comes to developing anybody, people say, you know, athletes, athletes, athletes athletes are what zero point zero zero one percent of population when it comes to developing anybody at all. We got talking about the bass aspects of human movement human development. You have an interesting take on this, and I don't want to spoil it for the listeners. I'd rather have you say it first, cause I'll just bastardized and screw it up. You're going to take on developing anybody regardless if they're an athlete or just general population, >> right? I mean, if you look through human evolution one or two things that we used to do, I used to farm. We used to kill things with our hands. We used to climb, you know, we used to throw things, you know? I mean, look at the the early Olympics, right? I mean, that's basically what the events wass. He wrestled someone. You ran faster than someone. You ran further than someone, and you threw some things. I and basically that's what human capacity is. So my goal before we actually trained them to be better athletes, is to make them better humans first, because if I can express their ability to be a better human, then they will be able to express their ability to be a better athlete. >> Joshua and with those movements, selections. If you have unique choice food people who don't follow up Instagram better weigh on your instagram handle at the end. But the selections of exercises you pick, it's not traditional a sense. Let's load a bar up. Let's do a hand claim you really take ownership of different shaped objects for that way, whether it be a yoke, whether it be a kettle bell, how do you come up with the most movements? Elections? What goes into that decision making? And for any individual out there, whether they are fast ball player who's seven one or a guy who's five eight, how do you decide which of those implements are best fitted for you? >> Well, everything that shaped the way I believe is one hundred ten percent based off my environment. And look, I played college basketball. Don't look at my stats. I was not that good, but I trained in or I've played with, and now for ten years I've trained that basketball athletic population, so you can imagine with me. Okay, I'm five foot ten. Very average, at best, especially with my links, man. Now imagine six foot six, but a seven foot two weeks man and all those things that I was good at, clean snatched jerk. You know, I was a purist in the beginning. I mean, of course I was right. I was just learning what strength iss How to be strong. Now, I'm trying to imagine further. Like, how do I have impact? How do I have quote unquote transfer? What? I'm trying to load these freaks. I mean, these guys are not normal human beings, right? They got seven foot two wings fans and short torso, so their levers are crazy. So now I'm asking them to do the same things that got me strong. Being at five. Ten, it just doesn't make much sense to me now, Not saying they don't have the capacity to do it mean help. Be honest with you. Some of my best weightlifters actually been seven foot tall, But that being said, if there's a way I can load them, that makes a lot more sense. That's easy to teach. I could do it often, and it's right in their comfort zone now, not comfort as in like we're not training hard, but like in their center of mass, where they can actually manipulate loads heavy loads at that with decent speeds. Then, yeah, I'm going to do that. So, for instance, we look at a bar bell, clean snatches all good. Why can't we do the same intent with a trap door? I mean, we could still pull. We could still triple extend and then we can still catch in that power position. The only thing that changes is the complexity of the movement. Now I'm not manipulating myself around a straight bar bell. It's in my centre of mass. And now I, Khun Express quote unquote force. Ah, lot more efficient, Effective. So now I can load it more loaded faster and do less teaching. Yeah, I do that. That makes a lot of things So that's really what it came from. And then to be honest with you, But how do you experience that light? How do you know a seven foot feels like? How do you know? And so you know, I've dabbled town some ways too. Open up my consciousness, if you will, to allow me to feel that ord, allow the imagination, my creativity to tryto understand what that could feel like. And then, of course, obviously feedback from my athletes. But I mean, why you always see, like the old school dues were just like, Oh, this is weak. This is squad. We we box what we what do we do? Whatever to get strong. But it's like, you know, it makes sense. If you're five foot six, it doesn't make much sense if your seven foot tall so you've got a truly find ways to experience it yourself. And now by the means that you do that probably not going to talk about on this podcast. But the way I did it work. >> Yeah, well, we'll refrain from diving that specific. I'd appreciate it on because to each his own one of the things you mentioned like talking about Hooper's I played basketball. I played your Batch three point shooter. Anyone's listening, too, By the way, when my feet are set, I'm not. I'm not an athlete, but I could shoot the shit out of basketball. I'LL be very blunt with you. I've >> been on the receiving end of that on one of our own game. You don't have to talk when you busted my ask way >> down to like. A lot of basketball players are bad movers, and what I mean by that it's their very good when you put a ball in their hands. That is something you talked about, too. But when you get them in a dance room right there, a lot different than football players and I mean by that is you don't see a bad end zone celebration, right? Want touchdown dances look really good, Odell Beckham being very soon and a lot of it's because those patterns are done without a ball in their hand. This is my opinion and they're very primal and natural with a minute and basketball everything's doing the ball in their hand and then when they start to move, especially because they're developing this, you starts. We're like a third rate. Now they have to only play basketball. And typically you don't play football and basketball, especially football. The high level, because you know you prepping for the basketball season itself. >> You get that deal in Scotland. Shit, bro, >> You have to play basketball for every waking hour the next fifteen years to get there. I'm kidding, but I'm thinking about my head is we're not exposed to those different movement. Parents were stuck in this ninety foot unless you're how light is forty six feet, something like that with court that really constrains how we move. And then you put someone in a waiting room where all the son of dealing with external loads and very unique movement patterns you get guys who just looked walking and I think you talked about this on different podcast, but I want to get into a little bit. Here was, I think so. That stems from our coaching of a young athletes and our physical education that we no longer does. Have we used to have back in the day and how that's really affecting athletes as they get older. >> I couldn't agree more. I mean, I get these quote unquote specialized athletes. And to be honest with you, I don't have athletes like I have guys who have a basketball in their hand. They got really long levers and they have some skill, right? They have some skill to be able to go from point A to point B and put on orange round ball into a cellar. That's that's so happen to be ten foot off the ground. That's what I have. I don't have a true athlete who can pick things up off the floor who could sit down on the floor and stand up, who can throw things who can sprint, who could jump onto things. I mean, some of the best vertical jumps that you see in basketball are not even close to what you would see in football and track and field. When you think this is a sport with the high flyers counter movement, jump hands on hips averages that I've seen on teams eighteen inches and everybody is like Oh, that's terrible But that's a true counter movement jump with long levers. So now if we add some momentum to that and add a seven foot two wingspan and then all of a sudden their elbows above the ramp. Right? So that's the difference we get. We see this a NRI or this false thought, or this false vision of what athleticism is because they're so long. But in reality. And then you put a bunch of cornerbacks out there that would be really special to see, because these are guys that are like five foot ten and the most explosive fast dude you've ever seen. There's don't have the skill to play basketball. So you know, with the way we are, physical education is set up now, obviously has been chopped in half, half, half so no more education. Physical education is what we get to. They only play one sport. They sit in chairs that they're not really made to be. They live in this wart western society where every chair they sit in Is that it? His ninety, which for them is more like this, right? And then they get up and down on these beds that their feet are hanging off of. So I don't know what sleep looks like for that. And if you saw my guys get on an airplane, a commercial airplane, you would be cringing the entire time because they're literally bundled up like this. And so not on ly. Are we trying to correct childhood development? I'm trying to correct what they deal with on a daily basis. Just walking the class. We watching my guys duck through door frames constantly. It is like some some of them are guards and they're ducking through frames. And you're just like I don't know how you've made it this far without knocking yourself out. So there's so many that it's really all about the environment and her. When I've trained my athletes, it's all about giving them the environment they have never had. So that's why we utilize the resting room. The gymnastics room. It's soft had so they know, so they don't necessarily fear the ground. They don't fear their interactions gravity. So now I'm giving them the ability to learn how to change levels. You know, little guys. So I don't see six foot ten guys wrestling, right? So I have an opportunity. Now they learn how to interact and change levels, and then even more so you put somebody with them. So now we're like pushing and pulling, just like you see in football. So now they know where they put their feet. So now we're not stepping on feet constantly looking. I mean, God, Hey, these guys are like because sixteen seventeen shoes like, of course, I'm going to step on each other's speed. But if they have that awareness in that sense of where other people are, then maybe they don't make that misstep. Or maybe they get their self out of harm's way and then even more so just learning how to fall. They learn how to fall properly from standing toe floor transitions. Then, when they jumped through the air at forty two inch words, whatever you see, that's make believe for you. Switch vertical right word, but and then they get hit in the air, and now they've got to figure out the most effective way. Not the break there. Nash. Well, most of the guys are going to do everything they can to stay on their feet. Well, that's where you want to get blown out, right? So now if I can give them a tumbling strategy, so now that they can interact with the floor a lot more smoother, athletic, well, then maybe they have a chance to not get hurt and be be back in the action, right? So it's performance enhancing as well as injury mitigation. >> I >> know that. I mean, I don't know where to begin. I have about nine comments off that. First. I love the idea of talking about how these guys are living in a world built for some one, five, ten. I'm six two and Kelsey, my girlfriend. But, hey, can you reach above and grab the top? Can apostle whatever I'm like? Yeah, Okay. But you look at a guy until you actually play hoops. I think, and really appreciate how big these dudes are. You play. It's a guy who's seven one. You look at him and go, Oh, my gosh, like that's at a different human. And then you know his shoe size next to you and you shake his hand and you get to the other side of his hand. You start to understand, like, who we dealing with here, right? You look at these, you know the body needs to heal when it goes into a stress or whatever, and we're putting these guys in positions that the body would not otherwise deem for recovery right now, like this call. Time out. Is that the funniest thing? MBA timeouts. Aside from LeBron James, that's got the nine foot chair right? These guys come out and these will stools that are too small for meaning, and >> so they're not really >> rusting. And you got a dude who's trying to recover his heart rate, but really the whole time, he's in a hip flexion. He's never been in the past, you know, thirty years, right? And if you're thinking about really taking care of an athlete, we spend so much time in the weight room and all this great stuff we can do. So Muchmore. If we had a liberty, too, I use we usually more like you, um, to you, then develop an environment that conducive to them. I know University. Kentucky did that. If you look at their dorm rooms, they had ESPN going on two years ago when they built at the new facility. For the basketball players, the sinks were higher, the magical tired, they were longer. And if you ever wash a guy who's seven foot dragging on the water fountain, I mean the amount of spinal flexion he has to go under. It's ridiculous. The guy's curling up in a C. And I mean, that's crazy to think about because the whole time on the way we were talking about how do we get these guys in a position that they can function successfully? And right now it's like optimally because obviously would have been something we did fifteen years ago to get in a position, right? But how do we get them to be successful? So I pose the question to your court. I'm gonna give you the keys to the castle. The kingdom. Okay, Philip, um, maybe not the whole environment. But there's three things you like to change the outside of the weight room that you had the crystal ball and you could go either back in time more just socially. Okay. I want to change his guys. You know, the size of his car. You know that the chair he sits and we're three things that you pick and dio >> number one. I would get them involved and dance or martial arts as their first sport. That would be probably number one so or gymnastics something. I don't care how tall you are like Who cares if you're not trying Win a gold medal at three, Right? Is just learning how to do those things right? Understanding your body number two. I would change how physical education is and in western society, um, and then number three. Let's give you something actual physical number three. If I could make what? I >> got some for you. Well, you're thinking, OK, I got you want to think your third for me? Basketball players eat horribly. You're so single, teacher. Yeah, basketball players, at least by team. And I will make this universal blanket statement. They just don't like to eat for some reason. Right? Who for? Three hours and drinking game and call it good. And I don't get it like I have a fat ass. My play. I gained weight in season. Really? Team he'll know what a food I take over which you're pulling their postgame meals. And that's when they remove the snack girl. Remember the snack role when, uh, >> you know, you have todo I had Taco Bell, bro. Like we won. We got talking about, you know? So I asked the level Appalachia, which we suck. >> I think I'm going to go a little. Can't you apologize? We're going to go play and that's a D three hoops. That's finest. We're rolling to a game. It's up north took a four hour drive and we stopped at the rude crib an hour and a half before taking a corner booth buffet of ribs. They got a bunch of island boys here. The rib crib you bring up platters were basically, you know, and capacity. And when they get like five points because our center had to pull out the throat at halftime. >> Yeah, it is. Did you ever have to drive the team ban? Because I have ways in the backseat in the bag who thought that was, like level once again, level athlete, that unreal. But I would say that the third thing Don't be wrong. Yes, food. But if there's a way, I mean, if there's a truly economical way across the board to just look, it got health, we could do that, don't care. But I can change your environment that could change your internal environment and will, And the number one is if I can just poof your gut and I can look at everything, then that will be the number one, because just a little moving world. But I don't know how you're absorbing it. I don't know what's going on. And then you wantto talk about these kids that you know, a phD or these kids that are super restless. Well, I think it starts with the gut, because if you're got health sucks, so does this. So that would be the third thing. >> No, that's crazy That way. May I have a little bit of experience is our company. I don't deal with the actual read now that the things I've learned and seeing the idea of taking that integrated approach. So hey, let's actually look at your stomach. Yes, you have to collect your poop three times a day, and I'm sorry. If you're going to do that, you can start to look at what you produced and way of excreting and whether or not you're absorbing what you need to absorb. And we start looking at injuries and no tendon, health and muscle tissue, everything as a holistic approach. What? We gotta look at the internal environment if any of our environments messed up inside and we're trying to impose a stressor on the body. But we have no idea what the internal systems like, and you have certain deficiencies or certain aspects that your lack and these were certain areas where it again people go, Oh, that's not scientific. There's no study. Well, unfortunately, if you understand complex systems and their dynamic interactions and not to get too detail, I'Ll explain it as simple as I can. But what happens is we have an outcome like a strange angle, and we say, Oh, and go weak angle get hurt, right? Well, kind of grooming. Or maybe it's ankle week. That's a risk factor. Athlete didn't sleep enough the past three nights. Risk factor Athlete had some sort of physical contact during the game. That critter there system risk factor athlete. Nutritionally, it wasn't recovering from previous workouts and games. Risk factors so happens of all these risk factors, and that's just a very there's no all the risk factors. A lot involved, all but these risk factors come about and then we have the probabilistic nature of something toe happen. So oh, how likely is it that something bad will go wrong and we see the last straw on the camel's back sprain an ankle and we go a week. But maybe it's didn't sleep enough Ankle week. All this other stuff and that ankle sprain. For people interested in complex systems, it's called an emergent pattern. So there's a common pattern that occurs when you have things go wrong. So if the money C l it's like, Oh, gluten medias is weak knee Val Agus. All right, you're a muscular control all these things that go into and nothing can pinpoint it. So if we're including these bomber, you know about mechanical factors and Eve Alvis, why aren't we including some internal factors like gut health Or, you know, the blood wood for the micro nutrient efficient season? Yes, I know I'm not versed enough to speak on micronutrient deficiencies and our interactions off, you know, health and whatnot. But something as simple as college in environments haven't adequate vitamin C for, you know, ten and healing instead of, you know, repair is obviously a factor. And so when we start looking the bottom, we gotta look at the big picture. It's not just how your knee bends. It's not how you shoot a jump shot. It's not how you land every time. >> Where are you? Our body is so much more resilient and durable than you. Give it credit for me. We've survived as a species. We're a very long time. You're very harsh conditions and you're going to tell me it's that one jump that got you one job. One job is the one that Oh, that needs a little dalliance. That's the one that got you. I mean, if you super slow mo A lot of these great expressions of physical capacity in sport it was you would be like, Oh, my God, they're neither this there that But in reality, like that's I'm close to the reason why they like break or don't Break. And Jordan shallow, brilliant dude, He gave me this metaphor. He was saying to Philip, a pond, Well, it's like this fungus that will Philip a pond and it doubles its size every day. So if it starts off it like, you know, point two, then the next day be point for and he asked me, he's like, Okay, if it's going to Philip in thirty days, Philip, the whole pond, What's the day? It's half full. Then I thought for a second it took me a lot longer than I should have thought about it. But he's like, but he an injection goes day twenty nine. I >> don't want an answer, by the way. >> Yeah, was like Day twenty nine I. That's why I look at the human body like that is literally the last thing and then pull. And so it's all these. We could have had all these interventions from day to today twenty eight or day twenty nine. Even the notes that one just last. Ah, strong. The camel's back to just there goes, you know, And that's what's great about being in the collegiate setting. And being a Stanford is we have a lot of safety nets for our safety, and that's if you will. So we try to have as many quote unquote KP eyes and objective measurements to give us an idea of what could possibly happen. But in reality, it's still the dynamic environment, so I don't understand. Like I can't account for school. I can't account for their sleep. I mean, we could through, like, grouper or or whatever, but it's not realistic and thine and are setting and in their gut hell's like way picking up poop. Three times a day. They were not drawn blood once. We're not doing these things. So unless we're doing that, then you're just trying to create most resilient, durable human beings so they can withstand the stressors some more than others. But hopefully have a successful season. >> No, that's like I hate to break it to people. We don't know what we're doing. We're doing our best. I think chase Wells with him. A Stanford. Get a great line, he said. We can't guarantee success. We can almost guarantee you're not guaranteed to fail. And what I mean by that is that you can't always KP eyes and really, we're looking at. If you jump nine inches, we're probably not going to be very good basketball unless you're seven. No, right. And so we're looking at the human system as a means of understanding what is going on really lagged behind in regards to your performance assessment and what might be hindering you in regards to launch into no tracking? Can I get a little bit of data? A lot? The way explain it is kind of like I don't ask my girlfriend Kelsey, how she's doing. Once a week, you know. I asked her every day and why I asked that every day is to realize, you know, all my clothes that I left out pissing her off. You know, I did. I forget that we're supposed to go on a date last night. You know, I might not have forgot a wallet last night. We went to dinner from now on, Accent, all supposed to buy. But that's a true story. WeII >> brought up. I mean, that's the most important thing is you gotta have feedback daily, right? And wait here. It's really simple. We take a controlled environment, do some things in it before they go into a dynamic environment, which is basketball games of basketball practice. So what we do is we call that microdot. It's our way of training. Every day, in some form or fashion, these individuals come into their work, their human capacity, a Siri's, if you will. Then after that, they go into their B series, which is complex. This is really what I know what's going on. I don't get me wrong when they walk in to get their weight, are joking or making eye contact and get that handshake. How firm is that handshake thes air, All the quantitative things that I'm trying to pick up as they're coming through the door. Then you watch them say We're hitting clean, complex and they're going through the motions and their consulate changing grip or or the pool isn't looking too good, and any sharp today will boom. That's my control Now. It's not the most objective feedback, but at least it's a constant. And so that's my way of having once against safety nets from a safety nets and then weekly or depending on how many games we have that we do, our force plate jumps. So once again, another safety net, and then we have our connects on day. So our GPS data that they do on the practice gym once again any one of those in isolation doesn't tell me much. But if I have a bunch of them, then I can at least paint a better picture from quantitative qualitative, and then I can go and knit. Pick what I think they're intervention may need to be, and so it's not going to be perfect, not even close, but as long as you have a constant and yours is beautiful. Like you said, Just something simple. You get daily. Hey, how are you doing? And you know how they express that. I'm doing good. I'm doing good. I'm cool. I'm great. Like, you know, what there was in flux is are like, you know what? They're how they're truly feeling. Just based off that one question alone. But once again, if you can set up your system or your program or whatever toe have safety nets for your safety nets, then I think you can You can catch a >> lot of those along the way. >> Yeah. No, that makes sense. It's how you provide context to a situation. And the more information that we can apply that we didn't classifier more to a system like jumping is, you know, your lower body strength and your verbal expressions, your most emotional state on DH, maybe even sweep or other things that go into that, the more we could understand what's actually happening to the person. So I was kind of really bad for a second. You said some of micro dose in and term overdose. You refer into training a little bit often. Yep. And Corey is well known for this and for those at home listening, I'm going to my best to explain it. Short weeks. I got a question off of it. If you know, explains it will stay here for another hour and a half because great to listen to. But I want Teo a little bit of a different direction off of athletics about it. Firstly, micro doses the idea that we're applying a moderate level toe, low level stressor consistently, and that adaptation occurs from the aggravation off those dresses over a period of time. So we're never going to Hi, we're never going to low. And the idea is that training in the weight room is only one small piece of your life. They even programmed High Day, and you don't sleep that night or you have emotional stressor for your case, your practice. Then all of a sudden, that high, big, magnified and starts spilling over the bar and becomes too much the idea of micro dozing, especially a non controlled external environment where it's called life, and we're trying to apply enough that you can handle. If someone's feeling good, then they can push a little bit that they themselves. Now My question for you, Cory, is I love an athletic sense. I also see it being very applicable to anyone out there general population and especially in terms of I got two things. Us too. In terms of one, someone learned a movement. You get a chance to do it often and daily and someone who wants to learn how to be in the weight room. And secondly, because there are, let's say we do it eight out of ten days. If you only miss one day, you're only missing ten percent of your entire workout, right? So instead of doing looking at this whole one workout one day, you look at like a ten day period. If you got eight days of pick from and you just can't do one, you only missed ten percent versus if you only had five days of pick one and you miss one, you missed twenty percent, right? And so now we have the ability to be more flexible in our environment. So how does that fit in like a general population? If it was my dad or my girlfriend trying to learn howto use some of this micro dose in the weight room. How do you plan? >> So one hundred percent with micro dozing. The reason why it came about was it was a solution to a problem. My problem is I don't have enough exposure to my guys. So how do I create more training frequency? And now we got rid of warm up something that was just kind of getting them ready for practice. That kind of don't care about it. The coach hated seen me do it. I personally hated doing it. So now it was a solution. What it turned into was motor learning. Now you want to learn how to train, will do it all the time. So that's where complex comes in. It's the value of orcs work, right? So basically, you take a bar bill and you do every movement that you would do in a weight room, in some sense, in one set, so you'd hinge You do a hip flexion. You do a press, do a pool. If I break down each one of those into isolation, it would look like already else Squad, Polish, military, press or row, those air all movements that you would do and if you separated each exercise in an isolation you would go more resistance on, just like you would see in general fitness, right? Like we're going to do three sets of ten on bench press or three sets a tent on back squad. Well, that's great. How about we just put it all in one and now we have more exposure. So now I'm learning how to do the movements, and then you can't tell me that doing one thing once a week is actually going to make you learn the movement. So now you learn those little small video sequences that you see with thirty year experience power lifters who truly understand, like, move from body, this foot stance, or this is how I start to hinge here within my squat X degree. And that's how they perfected is because they have so much exposure to it. So we're doing the same thing. We're just trying to create exposure at lower thresholds and and in doing it often now as faras general population, what's the number one concern? But I don't have enough time. Oh, really? You don't have a thirty minute today, twenty to thirty minutes a day to not kind ofwork. Now. Every day I call B s. I say You just don't want to train. So that's where my producing to me is beautiful in the general population is because it's living the way you start your day. It's lunch, or it's when you get off work. Perfect. You can pick any of those three slots twenty, thirty minutes. You can eat and shower and get backto work or before work. So you can't tell me that everybody doesn't have that situation. So now, creating training frequency, you're getting enough volume throughout the week. Now we have on and then most importantly, like you brought up if I just had to miss that one day, it's ten percent of my training like it's not well, only train twice a week, So fifty percent of my training is gone. So that's where I think it's beautiful. And that's where he could work from general population to the most elite athletes in the world and the reason why I say the most elite athletes in the world because I just so happen to train to of So I do it with all these populations

>> Voiceover: Live from San Francisco it's theCUBE. Covering AWS Summit 2017. Brought to you by Amazon Web Services. (upbeat music) >> Hey welcome back to theCUBE live at the Moscone Center at the Amazon Web Services Summit San Francisco. Very excited to be here, my co-host Jeff Rick. We're now talking to the Chief Scientist and professor at University of San Francisco, Greg Benson of SnapLogic. Greg, welcome to theCUBE, this is your first time here we're excited to have you. >> Thanks for having me. >> Lisa: So talk to us about what SnapLogic is, what do you do, and what did announce recently, today, with Amazon Web Services? >> Greg: Sure, so SnapLogic is a data integration company. We deliver a cloud-native product that allows companies to easily connect their different data sources and cloud applications to enrich their business processes and really make some of their business processes a lot easier. We have a very easy-to-use what we call self-service interface. So previously a lot of the things that people would have to do is hire programmers and do lots of manual programming to achieve some of the same things that they can do with our product. And we have a nice drag-and-drop. We call it digital programming interface to achieve this. And along those lines, I've been working for the last two years on ways to make that experience even easier than it already is. And because we're Cloud-based, because we have access to all of the types of problems that our customers run into, and the solutions that they solve with our product, we can now leverage that, and use it to harness machine-learning. We call this technology Iris, is what we're calling it. And so we've built out this entire meta-data framework that allows us to do data science on all of our meta-data in a very iterative and rapid fashion. And then we look for patterns, we look for historical data that we can learn from. And then what we do is we use that to train machinery and algorithms, in order to improve the customer experience in some way. When they're trying to achieve a task, specifically the first product feature that is based on the Iris technology is called the Integration Assistant. And the Integration Assistant is a very practical tool that is involved in the process of actually building out these pipelines. We call, when you build a pipeline it consists of these things called snaps, right? Snaps encapsulate functionality and then you can connect these snaps together. Now, it's often challenging when you have a problem to figure, OK, it's like a puzzle what snaps do I put together, and when do I put them together? Well, now that we've been doing this for a little while and we have quite a few customers with quite a few pipelines, we have a lot of knowledge about how people have solved those puzzles in the past. So, what we've done with Iris, is we've learned from all of those past solutions and now we give you automatic suggestions on where you might want to head next. And, we're getting pretty good accuracy for what we're predicting. So, we're basically, and this integration system is, a recommendation engine for connecting snaps into your pipelines as they're developing. So it's a real-time assistant. >> Jeff: So if I'm getting this right, it's really the intelligence of the crowd and the fact that you have so many customers that are executing many of the similar, same processes that you use as the basis to start to build the machine-learning to learn the best practices to make suggestions as people are going through this on their own. >> Greg: That's absolutely right. And furthermore, not only can we generalize from all of our customers to help new customers take advantage of this past knowledge, but what we can also do is tailor the suggestions for specific companies. So as you, as a company, as you start to build out more solutions that are specific to your problems, your different integration problems... >> Jeff: Right. >> The algorithms can now be, can learn from those specific things. So we both generalize and then we also make the work that you're doing easier within your company. >> And what's the specific impact? Are there any samples, stories you can share of what is the result of this type of activity? >> Greg: We're just, we're releasing it in May. >> Jeff: Oh OK. >> So it's going to be generally available to customers. >> Couple weeks still. >> Greg: Yeah. So... So... And... So... So we've done internal tests, so we've dove both through sort of the data science, so the experimentation to see, to feed it and get the feedback around how accurately it works. But we've also done user studies and what the user studies, not only did the science show but the user studies show that it can improve the time to completion of these pipelines, as you're building them. >> Lisa: So talk to us a little bit about who your target audience is. We're AWS, as we said. They really started 10 years ago in the start of space and have grown tremendous at getting to enterprise. Who is the target audience for SnapLogic that you're going after to help them really significantly improve their infrastructure get to the cloud, and beyond? >> Greg: So, so, so basically, we work with, largely with IT organizations within enterprises, who are, you know, larger companies are tasked with having sort of a common fabric for connecting, you know, which in an organization is lots of different databases for different purposes, ERP systems, you know, now, increasingly, lots of cloud applications and that's where part of our target is, we work with a lot of companies that still have policies where of course their data must be behind their firewall and maybe even on their premise, so our technology, while we're... we're hosted and run in the cloud, and we get the advantage of the SAS, a SAS platform, we also have the ability to run behind a firewall, and execute these data pipelines in the security domains of the customers themselves. So, they get the advantage of SAS, they get the advantage of things like Iris, and the Integration Assistant, right, because we can leverage all of the knowledge, but they get to adhere to any, you know, any regulatory or security policies that they have. And we don't have to see their data or touch their data. >> Lisa: So helping a customer that was, you know, using a service-oriented architecture or an ETL, modernize their infrastructure? >> Greg: Oh it's completely about modernization. Yeah, I mean, we, you know, our CEO, Gaurav Dhillon has been in the space for a while. He was formerly the CEO of Informatica. And so he has a lot of experience. And when he set out to start SnapLogic he wanted to look, you know, embrace the technologies of the time, right? So we're web-focused, right? We're HTTP and REST and JSON data. And we've centered the core technologies around these modern principles. So that makes us work very well with all the modern applications that you see today. >> Jeff: Look Greg, I want to shift gears a little bit. >> Greg: Yeah. >> You're also a professor. >> Greg: Correct. >> At University of San Francisco and UC Davis. I'd just love to get your perspective from the academic side of the house on what's happening at schools, around this new opportunity with big data, machine-learning, and AI and how that world is kind of changing? And then you are sitting in this great position where you kind of cross-over both... How does that really benefit, you know, to have some of that fresh, young blood, and learning, and then really take that back over, back into the other side of the house? >> Greg: Yeah, so a couple of things. Yeah, professor at University of San Francisco for 19 years. I did my PhD at UC Davis in computer science. And... My background is research in operating systems, parallel and distributed computing, in recent years, big data frameworks, big data processing. And University of San Francisco, itself, we have a, what we call the Senior and Masters Project Programs. Where, we've been doing this for, ever since I've been at USF, where what we do is we partner groups of students with outside sponsors, who are looking for opportunities to explore a research area. Maybe one that they can't allocate, you know, they can't justify allocating funds for, because it's a little bit outside of the main product, right? And so... It's a great win, 'cause our students get experience with a San Francisco, Silicon Valley company, right? So it helps their resume. It enhances their university experience, right? And because, you know, a lot of research happens in academia and computer science but a lot of research is also happening in industry, which is a really fascinating thing, if you look at what has come out of some of the bigger companies around here. And we feel like we're doing the same thing at SnapLogic and at the University of San Francisco. So just to kind of close that loop, students are great because they're not constrained by, maybe, some of us who have been in the industry for a while, about maybe what is possible and what's no so possible. And it's great to have somebody come and look at a problem and say, "You know, I think we could approach this differently." And, in fact, really, the impetus for the Integration Assistant came out of one of these projects where I pitched to our students, and I said "OK, we're going to explore SnapLogic meta-data and we're going to look at ways we can leverage machine-learning in the product on this data." But I left it kind of vague, kind of open. This fantastic student of mine from Thailand, his name is Jump, he kind of, he spent some time looking at the data and he actually said, "You know I'm seeing some patterns here. I'm seeing that, you know, we've got this great repository of these," like I described, "of these solved puzzles. And I think we could use that to train some algorithms." And so we spent, in the project phase, as part of his coursework, he worked on this technology. Then we demoed it at the company. The company said, "Wow, this is great technology. Let's put this into production." And then, there was kind of this transition from sort of this more academic, sort of experimental project into, going with engineers and making it a real feature. >> Lisa: What a great opportunity though, not just for the student to get more real-world applicability, like you're saying, taking it from that very experimental, investigational, academic approach and seeing all of the components within a business, that student probably gets so much more out of just an experiment. But your other point is very valid of having that younger talent that maybe doesn't have a lot of the biases and the pre-conceived notions that those of us that have been in the industry for a while. That's a great pipeline, no pun intended... >> Greg: Sure. >> For SnapLogic, is that something that you helped bring into the company by nature of being a professor? Just sort of a nice by-product? >> Well, so a couple of things there. One is that, like I said, University of San Francisco we were running this project class for a while, and... I got involved, you know, I had been at USF for a long time before I got involved with SnapLogic. I was introduced to Gaurav and there was this opportunity. And initially, right, initially, I was looking to apply some of my research to the technology, their product and their technology. But then it became clear that hey, you know we have this infrastructure in place at the university, they go through the academic training, our students are, it's a very rigorous program, back to your point about what they are exposed to, we have, you know, we're very modern, around big data, machine-learning, and then all of the core computer science that you would expect from a program. And so, yeah, it's been... It's been a great mutually beneficial relationship with SnapLogic and the students. But many other companies also come and pitch projects and those students also do similar types of projects at other companies. I would like to say that I started it at USF but I didn't. It was in existence. But I helped carry it forward. >> Jeff: That's great. >> Lisa: That is fantastic. >> And even before we got started, I mean you said your kind of attitude was to be the iPhone in this space. >> Greg: Of integration, yeah. >> Jeff: So again, taking a very different approach a really modern approach, to the expected behavior of things is very different. And you know, the consumerization of IT in terms of the expected behavior of how we interact with stuff has been such a powerful driver in the development of all these different applications. It's pretty amazing. >> Greg: And I think, you know, just like maybe, now you couldn't imagine most sort-of consumer-facing products not having a mobile application of some sort, increasingly what you're seeing is applications will require machine-learning, right, will require some amount of augmented intelligence. And I would go as far to say that the technology that we're doing at SnapLogic with self-service integration is also going to be a requirement. That, you just can't think of self-service integration without having it powered by a machine-learning framework helping you, right? It almost, like, in a few years we won't imagine it any other way. >> Lisa: And I like the analogy that Jeff, you just brought up, Greg, the being the iPhone of data integration. The simplicity message, something that was very prevalent today at the keynote, about making things simpler, faster, enabling more. And it sounds like that's what you're leveraging computer science to do. So, Greg Benson, Chief Scientist at SnapLogic. Thank you so much for being on theCUBE, you're now CUBE alumni, so that's fantastic. >> Alright. >> Lisa: We appreciate you being here and we appreciate you watching. For my co-host Jeff Rick, I'm Lisa Martin, again we are live from the AWS Summit in San Francisco. Stick around, we'll be right back. (upbeat music)