>> Hello everyone. Welcome to theCUBE's coverage of International Women's Day. I'm John Furrier, host of theCUBE been profiling the leaders in the technology world, women in technology from developers to the boardroom, everything in between. We have two great guests promoting in from Malaysia. Nancy Wang is the general manager, also CUBE alumni from AWS Data Protection, and founder and board chair of Advancing Women in Tech, awit.org. And of course Kate Watts who's the executive director of Advancing Women in Tech.org. So it's awit.org. Nancy, Kate, thanks for coming all the way across remotely from Malaysia. >> Of course, we're coming to you as fast as our internet bandwidth will allow us. And you know, I'm just thrilled today that you get to see a whole nother aspect of my life, right? Because typically we talk about AWS, and here we're talking about a topic near and dear to my heart. >> Well, Nancy, I love the fact that you're spending a lot of time taking the empowerment to go out and help the industries and helping with the advancement of women in tech. Kate, the executive director it's a 501C3, it's nonprofit, dedicating to accelerating the careers of women in groups in tech. Can you talk about the organization? >> Yes, I can. So Advancing Women in Tech was founded in 2017 in order to fix some of the pathway problems that we're seeing on the rise to leadership in the industry. And so we specifically focus on supporting mid-level women in technical roles, get into higher positions. We do that in a few different ways through mentorship programs through building technical skills and by connecting people to a supportive community. So you have your peer network and then a vertical sort of relationships to help you navigate the next steps in your career. So to date we've served about 40,000 individuals globally and we're just looking to expand our reach and impact and be able to better support women in the industry. >> Nancy, talk about the creation, the origination story. How'd this all come together? Obviously the momentum, everyone in the industry's been focused on this for a long time. Where did AWIT come from? Advancing Women in Technology, that's the acronym. Advancing Women in Technology.org, where'd it come from? What's the origination story? >> Yeah, so AWIT really originated from this desire that I had, to Kate's point around, well if you look around right and you know, don't take my word for it, right? Look at stats, look at news reports, or just frankly go on your LinkedIn and see how many women in underrepresented groups are in senior technical leadership roles right out in the companies whose names we all know. And so that was my case back in 2016. And so when I first got the idea and back then I was actually at Google, just another large tech company in the valley, right? It was about how do we get more role models, how we get more, for example, women into leadership roles so they can bring up the next generation, right? And so this is actually part of a longer speech that I'm about to give on Wednesday and part of the US State Department speaker program. In fact, that's why Kate and I are here in Malaysia right now is working with over 200 women entrepreneurs from all over in Southeast Asia, including Malaysia Philippines, Vietnam, Borneo, you know, so many countries where having more women entrepreneurs can help raise the GDP right, and that fits within our overall mission of getting more women into top leadership roles in tech. >> You know, I was talking about Teresa Carlson she came on the program as well for this year this next season we're going to do. And she mentioned the decision between the US progress and international. And she's saying as much as it's still bad numbers, it's worse than outside the United States and needs to get better. Can you comment on the global aspect? You brought that up. I think it's super important to highlight that it's just not one area, it's a global evolution. >> Absolutely, so let me start, and I'd love to actually have Kate talk about our current programs and all of the international groups that we're working with. So as Teresa aptly mentioned there is so much work to be done not just outside the US and North Americas where typically tech nonprofits will focus, but rather if you think about the one to end model, right? For example when I was doing the product market fit workshop for the US State Department I had women dialing in from rice fields, right? So let me just pause there for a moment. They were holding their cell phones up near towers near trees just so that they can get a few minutes of time with me to do a workshop and how to accelerate their business. So if you don't call that the desire to propel oneself or accelerate oneself, not sure what is, right. And so it's really that passion that drove me to spend the next week and a half here working with local entrepreneurs working with policy makers so we can take advantage and really leverage that passion that people have, right? To accelerate more business globally. And so that's why, you know Kate will be leading our contingent with the United Nations Women Group, right? That is focused on women's economic empowerment because that's super important, right? One aspect can be sure, getting more directors, you know vice presidents into companies like Google and Amazon. But another is also how do you encourage more women around the world to start businesses, right? To reach economic and freedom independence, right? To overcome some of the maybe social barriers to becoming a leader in their own country. >> Yes, and if I think about our own programs and our model of being very intentional about supporting the learning development and skills of women and members of underrepresented groups we focused very much on providing global access to a number of our programs. For instance, our product management certification on Coursera or engineering management our upcoming women founders accelerator. We provide both access that you can get from anywhere. And then also very intentional programming that connects people into the networks to be able to further their networks and what they've learned through the skills online, so. >> Yeah, and something Kate just told me recently is these courses that Kate's mentioning, right? She was instrumental in working with the American Council on Education and so that our learners can actually get up to six college credits for taking these courses on product management engineering management, on cloud product management. And most recently we had our first organic one of our very first organic testimonials was from a woman's tech bootcamp in Nigeria, right? So if you think about the worldwide impact of these upskilling courses where frankly in the US we might take for granted right around the world as I mentioned, there are women dialing in from rice patties from other, you know, for example, outside the, you know corporate buildings in order to access this content. >> Can you think about the idea of, oh sorry, go ahead. >> Go ahead, no, go ahead Kate. >> I was going to say, if you can't see it, you can't become it. And so we are very intentional about ensuring that we have we're spotlighting the expertise of women and we are broadcasting that everywhere so that anybody coming up can gain the skills and the networks to be able to succeed in this industry. >> We'll make sure we get those links so we can promote them. Obviously we feel the same way getting the word out. I think a couple things I'd like to ask you guys cause I think you hit a great point. One is the economic advantage the numbers prove that diverse teams perform better number one, that's clear. So good point there. But I want to get your thoughts on the entrepreneurial equation. You mentioned founders and startups and there's also different makeups in different countries. It's not like the big corporations sometimes it's smaller business in certain areas the different cultures have different business sizes and business types. How do you guys see that factoring in outside the United States, say the big tech companies? Okay, yeah. The easy lower the access to get in education than stay with them, in other countries is it the same or is it more diverse in terms of business? >> So what really actually got us started with the US State Department was around our work with women founders. And I love for Kate to actually share her experience working with AWS startups in that capacity. But frankly, you know, we looked at the content and the mentor programs that were providing women who wanted to be executives, you know, quickly realize a lot of those same skills such as finding customers, right? Scaling your product and building channels can also apply to women founders, not just executives. And so early supporters of our efforts from firms such as Moderna up in Seattle, Emergence Ventures, Decibel Ventures in, you know, the Bay Area and a few others that we're working with right now. Right, they believed in the mission and really helped us scale out what is now our existing platform and offerings for women founders. >> Those are great firms by the way. And they also are very founder friendly and also understand the global workforce. I mean, that's a whole nother dimension. Okay, what's your reaction to all that? >> Yes, we have been very intentional about taking the product expertise and the learnings of women and in our network, we first worked with AWS startups to support the development of the curriculum for the recent accelerator for women founders that was held last spring. And so we're able to support 25 founders and also brought in the expertise of about 20 or 30 women from Advancing Women in Tech to be able to be the lead instructors and mentors for that. And so we have really realized that with this network and this individual sort of focus on product expertise building strong teams, we can take that information and bring it to folks everywhere. And so there is very much the intentionality of allowing founders allowing individuals to take the lessons and bring it to their individual circumstances and the cultures in which they are operating. But the product sense is a skill that we can support the development of and we're proud to do so. >> That's awesome. Nancy, I want to ask you some never really talk about data storage and AWS cloud greatness and goodness, here's different and you also work full-time at AWS and you're the founder or the chairman of this great organization. How do you balance both and do you get, they're getting behind you on this, Amazon is getting behind you on this. >> Well, as I say it's always easier to negotiate on the way in. But jokes aside, I have to say the leadership has been tremendously supportive. If you think about, for example, my leaders Wayne Duso who's also been on the show multiple times, Bill Vaas who's also been on the show multiple times, you know they're both founders and also operators entrepreneurs at heart. So they understand that it is important, right? For all of us, it's really incumbent on all of us who are in positions to do so, to create a pathway for more people to be in leadership roles for more people to be successful entrepreneurs. So, no, I mean if you just looked at LinkedIn they're always uploading my vote so they reach to more audiences. And frankly they're rooting for us back home in the US while we're in Malaysia this week. >> That's awesome. And I think that's a good culture to have that empowerment and I think that's very healthy. What's next for you guys? What's on the agenda? Take us through the activities. I know that you got a ton of things happening. You got your event out there, which is why you're out there. There's a bunch of other activities. I think you guys call it the Advancing Women in Tech week. >> Yes, this week we are having a week of programming that you can check out at Advancing Women in Tech.org. That is spotlighting the expertise of a number of women in our space. So it is three days of programming Tuesday, Wednesday and Thursday if you are in the US so the seventh through the ninth, but available globally. We are also going to be in New York next week for the event at the UN and are looking to continue to support our mentorship programs and also our work supporting women founders throughout the year. >> All right. I have to ask you guys if you don't mind get a little market data so you can share with us here at theCUBE. What are you hearing this year that's different in the conversation space around the topics, the interests? Obviously I've seen massive amounts of global acceleration around conversations, more video, things like this more stories are scaling, a lot more LinkedIn activity. It just seems like it's a lot different this year. Can you guys share any kind of current trends you're seeing relative to the conversations and topics being discussed across the the community? >> Well, I think from a needle moving perspective, right? I think due to the efforts of wonderful organizations including the Q for spotlighting all of these awesome women, right? Trailblazing women and the nonprofits the government entities that we work with there's definitely more emphasis on creating access and creating pathways. So that's probably one thing that you're seeing is more women, more investors posting about their activities. Number two, from a global trend perspective, right? The rise of women in security. I noticed that on your agenda today, you had Lena Smart who's a good friend of mine chief information security officer at MongoDB, right? She and I are actually quite involved in helping founders especially early stage founders in the security space. And so globally from a pure technical perspective, right? There's right more increasing regulations around data privacy, data sovereignty, right? For example, India's in a few weeks about to get their first data protection regulation there locally. So all of that is giving rise to yet another wave of opportunity and we want women founders uniquely positioned to take advantage of that opportunity. >> I love it. Kate, reaction to that? I mean founders, more pathways it sounds like a neural network, it sounds like AI enabled. >> Yes, and speaking of AI, with the rise of that we are also hearing from many community members the importance of continuing to build their skills upskill learn to be able to keep up with the latest trends. There's a lot of people wondering what does this mean for my own career? And so they're turning to organizations like Advancing Women in Tech to find communities to both learn the latest information, but also build their networks so that they are able to move forward regardless of what the industry does. >> I love the work you guys are doing. It's so impressive. I think the economic angle is new it's more amplified this year. It's always kind of been there and continues to be. What do you guys hope for by next year this time what do you hope to see different from a needle moving perspective, to use your word Nancy, for next year? What's the visual output in your mind? >> I want to see real effort made towards 50-50 representation in all tech leadership roles. And I'd like to see that happen by 2050. >> Kate, anything on your end? >> I love that. I'm going to go a little bit more touchy-feely. I want everybody in our space to understand that the skills that they build and that the networks they have carry with them regardless of wherever they go. And so to be able to really lean in and learn and continue to develop the career that you want to have. So whether that be at a large organization or within your own business, that you've got the potential to move forward on that within you. >> Nancy, Kate, thank you so much for your contribution. I'll give you the final word. Put a plug in for the organization. What are you guys looking for? Any kind of PSA you want to share with the folks watching? >> Absolutely, so if you're in a position to be a mentor, join as a mentor, right? Help elevate and accelerate the next generation of women leaders. If you're an investor help us invest in more women started companies, right? Women founded startups and lastly, if you are women looking to accelerate your career, come join our community. We have resources, we have mentors and who we have investors who are willing to come in on the ground floor and help you accelerate your business. >> Great work. Thank you so much for participating in our International Women's Day 23 program and we'd look to keep this going quarterly. We'll see you next year, next time. Thanks for coming on. Appreciate it. >> Thanks so much John. >> Thank you. >> Okay, women leaders here. >> Nancy: Thanks for having us >> All over the world, coming together for a great celebration but really highlighting the accomplishments, the pathways the investment, the mentoring, everything in between. It's theCUBE. Bring as much as we can. I'm John Furrier, your host. Thanks for watching.

>>The Cube Presents UI Path Forward five. Brought to you by UI Path. >>Welcome back to the Cube's Coverage of Forward five UI Path Customer event. This is the fourth forward that we've been at. We started in Miami, had some great events. It's all about the customer stories. Dave Valante with Dave Nicholson, Flow Yees here. She's the director of engineering and development at dsu and Kate Hall is to her right. And Kate is the director of Automation Solutions at dsu. Ladies, welcome to the Cube. Thanks so much. Thanks >>You to >>Be here. Tell us about dsu. You guys are huge company, but but give us the focus. >>Yeah, absolutely. Dentsu, it's one of the largest advertising networks out there. One of the largest in the world with over 66,000 employees and we're operating in a hundred plus countries. We're really proud to serve 95% of the Fortune 100 companies. Household names like Microsoft Factor and Gamble. If you seen the Super Bowls ads last year, Larry, Larry Davids ads for the crypto brand. That's a hilarious one for anyone who haven't seen it. So we're just really proud to be here and we really respect the creatives of our company. >>That was the best commercial, the Super Bowl by far. For sure. I, I said at the top of saying that Dave and I were talking UI pass, a cool company. You guys kinda look like cool people. You got cool jobs. Tell, tell us about your respective roles. What do you guys do? Yeah, >>Absolutely, absolutely. Well, I'm the director of engineering and automation, so what I really do is to implement the automation operating model and connecting developers across five continents together, making sure that we're delivering and deploying automation projects up to our best standards setting by the operating model. So it's a really, really great job. And when we get to see all these brilliant minds across the world >>And, And Kate, what's your role? Yeah, >>And the Automation Solutions vertical that I head up, the focus is really on converting business requirements into technical designs for flows, developers to deliver. So making sure that we are managing our pipeline, sourcing the right ideas, prioritizing them according to the business businesses objectives and making sure that we route them to the right place. So is it, does it need to be an automation first? Do we need to optimize the process? Does this make sense for citizen developers or do we need to bring in the professional resources on flow's >>Team? So you're bilingual, you speak, you're like the translator, you speak geek and wall, right? Is that fair? Okay. So take me back to the, let's, let's do a little mini case study here. How did you guys get started? I'm always interested, was this a top down? Is, is is top down required to be successful? Cuz it does feel like you can have bottom up bottoms up with rpa, but, but how did you guys get started? What was the journey like? >>Yeah, we started back in 2017, very traditional top down approach. So we delivered a couple POCs working directly with UiPath. You know, going back those five years, delivered those really highly scalable top down solutions that drove hundreds of thousands of hours of ROI for the business. However, as people kind of began to embrace automation and they learned that this is something that they could, that could help them, it's not something that they should be afraid of to take away their jobs. You know, DSU is a young company with a lot of young, young creatives. They wanna make their lives better. So we were absolutely inundated with all of these use cases of, hey I, I need a bot to do this. I need a bot to do that i's gonna save me, you know, 10 hours a week. It's gonna save my team a hundred hours a month, et cetera, et cetera. All of these smaller use cases that were gonna be hugely impactful for the individuals, their teams, even in entire department, but didn't have that scalable ROI for us to put professional development resources against it. So starting in 2020 we really introduced the citizen development program to put the power into those people's hands so that they could create their own solutions. And that was really just a snowball effect to tackle it from the bottom up as well as the top down. >>So a lot of young people, Dave, they not not threatened by robots that racing it. So >>They've grown up with the technology, they know that they can order an Uber from their phone, right? Why am I, you know, sitting here at MITs typing data from Excel into a program that might be older than some of our youngest employees. >>Yeah. Now, now the way you described it, correct me if I'm wrong, the way you described it, it sounds like there's sort of a gating function though. You're not just putting these tools in the hands of people sitting, especially creatives who are there to create. You're not saying, Oh you want things automated, here are the tools. Go ahead. Automated. We'll we, for those of you who want to learn how to use the tools, we'll have you automate that there. Did I hear that right? You're, you're sort of making decisions about what things will be developed even by citizen developers. >>Let me, Do you wanna talk to them about governance? Yeah, absolutely. >>Yeah, so I think we started out with assistant development program, obviously the huge success, right? Last year we're also here at the Cubes. We're very happy to be back again. But I think a lot, a lot had changed and we've grown a lot since last year. One, I have the joy being a part of this team. And then the other thing is that we really expanded and implemented an automation operating model that I mentioned briefly just earlier. So what that enabled us to do is to unite developers from five continents together organically and we're now able to tap into their talent at a global scale. So we are really using this operating model to grow our automation practice in a scalable and also controlled manner. Okay. What I mean by that is that these developer originally were sitting in 18 plus markets, right? There's not much communication collaboration between them. >>And then we went in and bridged them together. What happened is that originally they were only delivering projects and use cases within their region and sometimes these use cases could be very, very much, you know, small scale and not really maximizing their talent. What we are now able to do is tap into a global automation pipeline. So we connecting these highly skilled people to the pipeline elsewhere, the use cases elsewhere that might not be within their regions because one of our focus, a lot of change I mentioned, right? One thing that will never change with our team, it's used automation to elevate people's potential. Now it's really a win-win situation cuz we are connecting the use cases from different pipelines. So the business is happy cuz we are delivering these high scalable solutions. We also utilizing these developers and they're happy because their skills are being maximized and then at the same time growing our automation program. So then that way the citizen development program so that the lower complexities projects are being delivered at a local level and we are able to innovate at a local level. >>I, I have so many questions flow based on what you just said. It's blowing my mind >>Here. It's a whole cycle. >>So let me start with how do you, you know, one of the, one of the concerns I had initially with RPA, cuz just you're talking about some very narrow use cases and your goal is to expand that to realize the potential of each individual, right? But early days I saw a lot of what I call paving the cow path, taking a process that was not a great process and then automating it, right? And that was limiting the potential. So how do you guys prioritize which processes to focus on and maybe which processes should be rethought, >>Right? Exactly. A lot of time when we do automation, right, we talk about innovations and all that stuff, but innovation doesn't happen with the same people sitting in the same room doing the same thing. So what we are doing now, able to connect all these people, different developers from different groups, we really bring the diversity together. That's diversity D diverse diversity in the mindset, diversity in the skill. So what are we really able to do and we see how we tackle this problem is to, and that's a problem for a lot of business out there is the short-termism. So there's something, what we do is that we take two approaches. One, before we, you know, for example, when we used to receive a use case, right? Maybe it's for the China market involving a specific tool and we just go right into development and start coding and all that good stuff, which is great. >>But what we do with this automation framework, which we think it's a really great service for any company out there that want to grow and mature their automation practice, it's to take a step back, think about, okay, so the China market would be beneficial from this automation. Can we also look at the Philippine market? Can we also look at the Thailand market? Because we also know that they have similar processes and similar auto tools that they use. So we are really able to make our automation in a more meaningful way by scaling a project just beyond one market. Now it's impacting the entire region and benefiting people in the entire region. That is what we say, you know, putting automation for good and then that's what we talked about at dsu, Teaming without limits. And that's a, so >>By taking, we wanna make sure that we're really like taking a step back, connecting all of the dots, building the one thing the right way, the first time. Exactly. And what's really integral into being able to have that transparency, that visibility is that now we're all working on the same platform. So you know, Brian spoke to you last year about our migration into automation cloud, having everything that single pipeline in the cloud. Anybody at DSU can often join the automation community and get access to automation hub, see what's out there, submit their own ideas, use the launchpad to go and take training. Yeah. And get started on their own automation journey as a citizen developer and you know, see the different paths that are available to them from that one central space. >>So by taking us a breath, stepping back, pausing just a bit, the business impact at the tail end is much, much higher. Now you start in 2017 really before you UI path made it's big enterprise play, it acquired process gold, you know, cloud elements now most recently referenced some others. How much of what you guys are, are, are doing is platform versus kind of the initial sort of robot installation? Yeah, >>I mean platforms power people and that's what we're here to do as the global automation team. Whether it's powering the citizen developers, the professional developers, anybody who's interacting with our automations at dsu, we wanna make sure that we're connecting the docs for them on a platform basis so that developers can develop and they don't need to develop those simple use cases that could be done by a citizen developer. You know, they're super smart technical people, they wanna do the cool shit with the new stuff. They wanna branch into, you know, using AI center and doing document understanding. That's, you know, the nature of human curiosity. Citizen developers, they're thrilled that we're making an investment to upscale them, to give them a new capability so that they can automate their own work. And they don't, they, they're the process experts. They don't need to spend a month talking to us when they could spend that time taking the training, learning how to create something themselves. >>How, how much sort of use case runway when you guys step back and look at your business, do you see a limit to the use cases? I mean where are you, if you had on a spectrum of, you know, maturity, how much more opportunity is there for DSU to automate? >>There's so much I think the, you feel >>Like it's limitless? >>No, I absolutely feel like it's limitless because there one thing, it's, there's the use cases and I think it's all about connecting the talent and making sure that something we do really, you know, making sure that we deliver these use cases, invest the time in our people so we make sure our professional developers part of our team spending 10 to 20% of the time to do learning and development because only limitless if our people are getting the latest and the greatest technology and we want to invest the time and we see this as an investment in the people making sure that we deliver the promise of putting people first. And the second thing, it's also investment in our company's growth. And that's a long term goal. And overcoming just focusing on things our short term. So that is something we really focus to do. And not only the use cases we are doing what we are doing as an operating model for automation. That is also something that we really value because then this is a kind of a playbook and a success model for many companies out there to grow their automation practice. So that's another angle that we are also focusing >>On. Well that, that's a relief because you guys are both seem really cool and, and I'm sitting here thinking they don't realize they're working themselves out of a job once they get everything automated, what are they gonna do? Right? But, but so, so it sounds like it's a never ending process, but because you guys are, are such a large global organization, it seems like you might have a luxury of being able to benchmark automations from one region and then benchmark them against other regions that aren't using that automation to be able to see very, very quickly not only realize ROI really quickly from the region where it's been implemented, but to be able to compare it to almost a control. Is that, is that part of your process? Yeah, >>Absolutely. Because we are such a global brand and with the automation, automation operating model, what we are able to do, not only focusing on the talent and the people, but also focusing on the infrastructure. So for example, right, maybe there's a first use case developing in Argentina and they have never done these automation before. And when they go to their security team and asking for an Okta bypass service account and the security team Argentina, like we never heard of automation, we don't know what UiPath is, why would I give you a service account for good reason, right? They're doing their job right. But what we able to do with automation model, it's to establish trust between the developers and the security team. So now we have a set up standing infrastructure that we are ready to go whenever an automation's ready to deploy and we're able to get the set up standing infrastructure because we have the governance to make sure the quality would delivered and making sure anything that we deployed, automation that we deploy are developed and governed by the best practice. So that's how we able to kind of get this automation expand globally in a very control and scalable manner because the people that we have build a relationship with. What are >>The governors to how fast you can adopt? Is it just expertise or bandwidth of that expertise or what's the bottleneck? >>Yeah, >>If >>You wanna talk more about, >>So in terms of the pipeline, we really wanna make sure that we are taking that step back and instead of just going, let's develop, develop, develop, here are the requirements like get started and go, we've prove the value of automation at Densu. We wanna make sure we are taking that step back and observing the pipeline. And it's, it's up to us to work with the business to really establish their priorities and the priorities. It's a, it's a big global organization. There might be different priorities in APAC than there are in EM for a good reason. APAC may not be adopted on the same, you know, e r P system for example. So they might have those smaller scale ROI use cases, but that's where we wanna work with them to identify, you know, maybe this is a legitimate need, the ROI is not there, let's upscale some citizen developers so that they can start, you know, working for themselves and get those results faster for those simpler use cases. >>Does, does the funding come from the line of business or IT or a combination? I mean there are obviously budget constraints are very concerned about the macro and the recession. You guys have some global brands, you know, as, as things ebb and flow in the economy, you're competing with other budgets. But where are the budgets coming from inside of dsu? Is it the business, is it the tech >>Group? Yeah, we really consider our automation group is the cause of doing business because we are here connecting people with bridging people together and really elevating. And the reason why we structure it that way, it's people, we do automation at dsu not to reduce head count, not to, you know, not, not just those matrix number that we measure, but really it's to giving time back to the people, giving time back to our business. So then that way they can focus on their wellbeing and that way they can focus on the work-life balance, right? So that's what we say. We are forced for good and by using automation for good as one really great example. So I think because of this agenda and because DSU do prioritize people, you know, so that's why we're getting the funding, we're getting the budget and we are seeing as a cause of doing business. So then we can get these time back using innovation to make people more fulfilling and applying automation in meaningful ways. >>Kate and Flo, congratulations. Your energy is palpable and really great success, wonderful story. Really appreciate you sharing. Thank you so >>Much for having us today. >>You're very welcome. All keep it right there. Dave Nicholson and Dave Ante. We're live from UI path forward at five from Las Vegas. We're in the Venetian Consent Convention Center. Will be right back, right for the short break.

>>Yeah. Hello and welcome to the Cuba's International Women's Showcase, featuring International Women's Day. I'm John, host of the Kiwi here in California. Great remote guest. She's amazing founder and C e O of Cuba, and great to see you. Okay, thanks for coming on. Um, good to see you. >>You as well. Always a pleasure. You >>know, International Women's Day is the big celebration. We're doing a lot of interviews with great people making things happen, moving and shaking things. Um, but every day, International Women's Day, As far as I'm concerned, it's happening all around the world. But these are stories of innovation, the stories of changes, the stories of transformation for the better. You've been doing a lot of things. Um and I want to get into that. But let's start with your background. Tell us a bit about who you are and what you've got going on. >>Yeah, my background is a little strange. I used to be a maritime archaeologists. So dumb shit breaks for a little bit. That was amazing. I always just It's only partial just because it's actually a bit of truth to it, that learning how to, you know, handle things at depth really does train you to be a C e o. Because you learn to control your breath and and focus on the things that matter and not be so reactive because it's three activity that will panic that will kill you. Uh, always knowing how to reframe. Return to the basics. Um, there's a really good things to hold on to, even in the world of business. Right? So I at some point, ended up doing doing a lot of things. Largely business development, following my time diving and amazing woman. Um, another woman for International Women's Day named Doctor who was a biotech entrepreneur from Japan, stepping down as her role at the helm of her company. Um, and she wanted to launch a space for a young innovators from around the world who are doing amazing work to tackle this very complex challenges we all know exist, um, and figure out a way to give them time and space to do their best work and pursue their their highest visions for change. We decided that we would focus on for-profit companies largely who were using sustainable, scalable business models to pursue both profit and purpose. Um creating a virtuous cycle between the return of money to a company and putting that into to go even further and faster towards, um, solving a problem. Um, so we now have companies over 200 companies from around the world that we have helped support tackling every single, sustainable development goal. Um, and I'm proud to say, you know, particularly related to the subject that fifty-nine percent of our companies have a woman founder or CO-FOUNDER. Um, and 69% of the founder of color. Um, so we're working with entrepreneurs from every every area of the world. Many approximate to the problem that they are trying to solve, so they intimately understand it. Um, and they're doing amazing things. >>Yeah, you can help the great mission. You have a lot of other things going on your helping women encouraging them to your career in the tech sector. Um, good statistics could be better, right? Is higher and better. So, um, what are you guys doing? What, you specifically to help and encourage women to forge their career and tech? >>Yeah. I mean, look, the good news is I do think that it's getting better. I particularly think that we will see the adventure is improving. Um, it takes a while because the companies that have been funded up until now are still working in the biggest amount in the later stages. So I think that percentage hasn't been shifting. But I have to believe that that's a bit of an illusion, and then a couple of years, we're going to start to sea level out. But you know as well as I do that they're pretty poultry statistics in terms of the amount of venture that women like cos. Capture, Um, and the other ways that women are doubted, um, in terms of their ability and potential. Um, so we we love to work with any underrepresented group of entrepreneurs, and there's ways that we do that whether it's helping them sort of find their power and hold space and be confident. And, um, you know, be able to pitch to any room, talk to any investor, talk to any customer but also working to be directed about some of the systemic challenges, both in terms of talking to existing investors and trying to educate them to see the opportunities that they're missing because there is a an economic imperative to them understanding what they're missing. Um, but there's also some things that we're doing in-house to make sure that we're also helping to close capital gaps for all our entrepreneurs. So we actually now have a suite of three capital mechanisms that are entrepreneurs can access on the back end of our incubator, a microphone fund, which is very quick turnaround, small amounts of capital for entrepreneurs who existing opportunities owns, which is a tax destination. Just this in the U. S. But that's meant to be deployed so that they can access capital towards revenue without credit checks, collateral being put up, a slow moving pace of banks and C. D. S s. It's particularly useful for people who may not raise venture. And it's useful for, uh, you know, people who maybe don't have that friends and family check that they can expect similar. We've got a great angel network who look at the best impact deals from around the world. Um, and it doesn't have to be a housing company, just a great venture that's pursuing impact on profit. Um, and then lastly, we're just about to announce that we have a fund of our own on the back end of our incubator that funds only healthy and companies. Um, it's an early stage fund. Um, but watch this space because our pipeline is just increasing your every year. We used to sort of just 16 companies here. Now, we're serving 60 this year, so, um, yeah, it's really exciting. Um, and so obviously, it's really great that, you know, we're going to be able to help scale the impact that we want to see. Uh, ideally a lot. A lot faster. >>Well, you definitely taking control. I remember when we had a few years ago. I think four years ago, you just thinking about getting going and going now with great tailwind. Um, >>and the diversity >>of sources of capital as well as diversity of firms is increasing. That's helping, uh, that we're seeing, but you're also got the back end fun for the housing companies. But also, you've been involved in we capital for a long time. Can you talk about that? Because that's a specific supporting women entrepreneurs initiative. Um, yeah. What's up with capital share? That >>was That was another venture that I-i embarked on with such coz. Um as well as Sheila Johnson and Jonny Adam, Person who runs Rethink Impact. We capital is a group of about 16 women that I pulled together women investors to invest through rethink impact, which is another fun that is looking for impact businesses but predominantly looking for those businesses that are led by women. So this investment group is women supporting women. Um, through the use of deployment of capital, um, they're doing amazingly well. They've had some really stunning news recently that I'll let you dig up. >>I'll definitely thanks for the lead there. I'm gonna go jump on that story. >>Yeah, >>the Okay, Thanks for that lead on that trend, though in Silicon Valley and certainly in other areas that are hot like New York, Boston and D. C. Where you're at, um, you're seeing now multiple years in almost a decade in of the pioneers of these women, only funds or women only firms and your investment. Um, and it's starting to increase to under all underrepresented minorities and entrepreneurs. Right? So take us through how you see that because it's just getting more popular. Is that going to continue to accelerate in your mind? Are their networks of networks. They cross pollinating. >>Yeah, I think you know, it's It's I'm glad to see it. And, you know, it's been a long time coming. I think you know, I think we all look forward to a future where it's not necessary. Um, and you know, funds. Just invest in everyone Until then, making sure that we have specific pools of capital allocated to ensure that that, you know, those entrepreneurs who have not always been equally represented get to pursue their ideas not just because they deserve to pursue their ideas, but because the world needs their ideas. Right. And as I mentioned, there is a business imperative, right? We've got lots of examples of businesses like banks that you wouldn't have gotten a shot just because the investors just didn't understand the opportunity. Um, and I think that's normal. That's human. It happens to everyone. You are successful as an investor largely because you recognize patterns. And if something is, you know, outside of your life experience, you are not going to identify it. So it's very important that we create different kinds of capital run by different types of people. Um, and, uh, and you know. I know lots of investors have every type that are investing in these funds because they recognize that, you know, perhaps the highest growth potential is gonna come out of these, you know, particular kind of funds, which is really exciting. >>That's super important, because half the world is women, and that's just like the population is inspired by many new ventures. And that's super exciting trend. I wanna ask you about your other areas of doing a lot of work in the queue has been to buy multiple times, um, initially reporting on a region out there, and that's certainly isn't important part of the world. Um, you've got a lot of good news going on there. Can you share what's going on with, uh, the social entrepreneurship going on in Bahrain around the region? >>Yeah, I'm happy to. We we've actually been so privileged to work with a W S for a very long time. Almost since the start of the incubator they've supported are entrepreneurs, all of our entrepreneurs with access to cloud credits and services. Um, and we've sort of double down with a W S in the last couple of years in areas where We both want to create an uplift, um, for small businesses and rapidly growing tax solutions to these these social environmental problems. We see. So there's been an excellent partner to do that. And one of the areas we did in the water was with rain, particularly with women, tech startups, women tech startups in Bahrain. Yeah, we did that last year. We had an amazing group of women over in D. C. Um, and we continue to support them. One of them is actually in the process of raising. I think she just closed her seed round recently. And that's why for, um, al yet, um, and she created playbook, which is an amazing, uh, platform for women to take master classes and network and really sort of level up, as one says, Um, but also, um, the mall of work. Um uh, just really talented women over in Bahrain, um, pushing the envelope and all sorts of directions, and it was wonderful to get the opportunity to work with them. Um, that has now spawned another set of programs serving entrepreneurs in the Middle East in North Africa. They were also working on with us as well as the U S. State Department. Um, so we're going to be working for the next two years with entrepreneurs to help our recovery from covid. Um, in China. Um, and then I'm also proud to say that we're working with a W s in South Africa because there is just an extraordinary energy, you know, in the continent, Um, and some amazing entrepreneurial minds working on, you know, the many problems and opportunities that they're facing and recognizing. Um So we're supporting, you know, companies that are working on finding, um, skilled refugees to be able to help them resettle and use their talents and make money. Um, sadly, are very relevant company now with what's going on in Ukraine. Um, but also, uh, zombie and satellite company, um, companies that are preventing food, food waste by providing, um, solar-powered refrigerators to rural areas in South Africa. Um, so a lot of, um, you know, just incredible talent and ideas that we're seeing globally. Um, and happy to be doubling down on that with the help of a W s. >>That's awesome. Yeah, following the work when we met in D. C. And again, you always had this international view um it's International Women's Day. It's not North America >>Women's Day. It's >>International Women's Day. Can you share your thoughts on how that landscape is changing outside the U. S. For example, and around the world and how the international peace is important and you mentioned pattern matching? Um, you also, when you see patterns, they become trends. What do you see forming that have been that that are locked in on the U. C they're locked in on that are happening that are driving. What are some of those trends that you see on the international side that's evolving? >>Yeah. You know, I think the wonderful opportunity with the Internet and social media is that, you know, both, uh, we can be more transparent about areas for improvement and put a little pressure where maybe things are moving fast enough. We've all seen the power of that, Um, the other, um, you know, things that certainly in countries where women maybe as free to move and operate, they can still acquire skills education they can set up cos they can do so so much. Um, you know, through these amazing technologies that we now have at our disposal growing an amazing rates. Um, they can connect via zoom. Right? I think that while the pandemic definitely set women back and we should acknowledge that, um, uh, the things that the pandemic perhaps helped us to exponentially scale will move women forward. And perhaps that's the target to hang on to, to feel optimistic about where we're headed. >>And also, there's a lot of problems to solve. And I think one of the things we're seeing you mentioned the Ukraine situation. You're seeing the geopolitical landscape changing radically with technology driving a lot of value. So with problems comes opportunities. Um, innovation plays a big role. Can you share some of the successful stories that you were inspired by that you've seen, um, in the past couple of years. And as you look forward, what What some of those innovation stories look like? And what are you inspired by? >>Yeah. I mean, there's so, so many. Um, you know, we just, uh, had a couple of entrepreneurs, and just the last year, Um, you know, after I think everyone sort of took an initial breath with the pandemic, They realize that they either had an opportunity or they had a problem to solve to your point. Um, and they did that well or not. And or some of them, you know, just didn't didn't have any more cards to play and had to really pivot. Um, it was really interesting to see how everyone handled handled that particular moment in time. One company that I think of is everywhere. Um, and she had created a wearable device that you can just put on your ear. It looks like an earring right at the top of your ear. Um, and it was for her for herself because she suffered from pulmonary complications. And, uh, without more discreet wearable, you know, had to wear a huge device and look around and oxygen tank and, you know, just to sort of have a good quality of life. Um, it turns out, obviously, during covid, that is a very useful item, not just for patients suffering from covid and wanting to know what their oxygen levels were doing, but also potentially athletics. So, um, she's really been able to double down as a result of the trends from the pandemic. Um, and I'm really proud of part of her. And that's actually where another great one that we just just came through. Our last 15 is Maya. Um, and she had a brick and mortar store. Um, uh, called Cherry Blossom. Intimate where she helped women have an enjoyable experience finding, uh, and fitting bras post mastectomy to include sort of, you know, the necessary, um, prosthetics and things like that. Um, she even made it so that you could go with your friends who haven't had a mistake, and she could also find some lovely luxury. Um, but the pandemic meant that that experience was sort of off the table. Um, and what they did was she decided to make it a technological one. So now she's she's essentially will be part of it. You can, you know, go to my, um, online. And you can, um, you know, order, uh, measure yourself, work with a specialist, all online, get a few different options, figure out the one that's perfect for you and the rest back. Um, and I don't think without the pandemic, that would not have happened. So she's now able to serve exponentially more. Um, you know, women who deserve to feel like themselves post it to me. >>That's also a model and inspirational. I have to ask you for the young women out there watching. What advice would you share with them as they navigate into a world that's changing and evolving and getting better with other women, mentors and entrepreneurs and or just an ecosystem of community? What advice would you give them as they step into the world and have to engage and experience life? >>Yeah, gosh, part of me always wants to resist that they don't listen to anyone to do you follow your heart, follow your gut, or at least be careful who you listen to because a lot of people will want to give you advice. I would >>say, Uh, that's good advice. Don't take my advice. Well, you've been a great leader. Love the work, you're doing it and I'll say N D. C. But all around the world and again, there's so much change going on with innovation. I mean, just the advances in technology across the board, from with machine learning and AI from linguistics and understanding. And I think we're going to be a bigger community. Your thoughts on as you see community organically becoming a big part of how people are engaging. What's your what's your view As you look out across the landscape, communities becoming a big part of tribes. What's your vision on how the role of communities place? >>You know, we we actually do you think a lot about community and healthy. And we say that are you know, alchemy really is providing space, you know, physical and mental space to think, um, access access to capital access to networks, Um, community, Um, and the community piece is very, very important. Are entrepreneurs leave us like the number one thing that they miss is being among like-minded, um, you know, slightly slightly crazy audacious people. Um, and I often joked that we're building a kind army because it is, you know, it's people who want to do it differently if people want to do it with integrity. Is people who are in it for a very different motivations than just money. Um, and, you know, you start to feel the power of that group together and its entirety and what that might look like as as a community solving global problems. Um, and it really is inspiring. Um, I do think that people are starving for FaceTime and people time, real human time after the pandemic, I think they won't go away. It's a great tool, but we all want a little bit of that, and I will mention just along those lines. And if you don't mind a quick plug for an event that we're having March 16, Um, also in partnership with a W s called Build her relevant to International Women's Day as well. People can, either. If they're in the city, they can come in person. But we also have a virtual program, and we'll be listening to some of the most inspiring. Women leaders and entrepreneurs both in government and also the private sector share their knowledge on the side of the pandemic for for, you know, the next tribal group of women entrepreneurs and leaders. >>That's great. Well, you are on our website for sure. >>Thank you. Thank you. Appreciate it. >>And we love the fact that you're in our community as well. Doing great work. Thanks for spending time with the Cube and on International Women's Day celebration. Thanks for coming on and sharing. >>Thank you, John. >>Okay. The Cube International showcase Women's Day, featuring some great guests all around the world, Not just in the U S. But all over the world. I'm your host. Thanks for watching. Yeah, Yeah, yeah, hm, Yeah.

>>from around the globe. It's the Q with digital coverage of AWS Public sector online brought to you by Amazon Web services. Welcome back to the cubes. Virtual coverage of AWS Amazon Web services published. Public Sector Summit Online I'm John for your host with a great Gas Cube alumni Kate Goodall, Healthy in co founder and CEO, also known as the Halsey in house in the D C area. Kate, great to see you. Thanks for coming on. Virtually >>you, too. Thanks for having me, John. >>We can't be there in person. Normally, we're in person by rain going to these events. We can't do it this year because of Cove in the Pandemic. But this topic that I'm proud to talk to you about is Bahrain Women intensive program and just diversity in the global tech scene in general. So first tell us what's going on with the 2021 by Rain. Women's initiative Intensive initiative. >>Yeah, absolutely. As you know, Housing Incubator has been running for about seven years now. We've welcomed during that time over 150 entrepreneurs through a full time fellowship program which you were there, John, you saw, you know It is a really unique program that includes residents in a ah house in Georgetown s O that people really get to sort of former community. But the full time residential program isn't the right fit preneurs. So we also offer these intensive housing incubator programs for early stage social entrepreneurs from different parts of the world in different industries and sectors. Um, a W s been an amazing partner both for the full time fellowship program on for many of these intensive, including one that was focused earlier this year on entrepreneurs, an opportunity zones in our very own city. Um, but this new intensive partnership is designed specifically to support tech oriented social enterprise startups that are founded by women and based in Bahrain s. So it's It's really nicely at this intersection of calcium goal off supporting entrepreneurs who are often underserved or underrepresented. And AWS is very clearly stated goal of diversifying leadership in tech. >>I was there last year in person Bahrain, and, uh, I went to the women's diversity um, breakfast and I'm like, This is exciting and I had to give up my seat. There was so many people, there was high demand eso I >>wanna >>ask you what >>is >>this program hoping to achieve the intensive initiative? >>Yeah. I mean, there's certain things that we're always seeking to achieve in supporting and serving sort of the brightest minds and the best ideas in social enterprise. On in many ways, this one is no different. Um, but we're really looking Thio Thio, find some incredible startups in Bahrain. Um, applications for the program start today. Andi will be measuring. You know, the success of the program on a number of factors, Aziz, we always do. You know, ultimately, it's the number of jobs that get created theme the quality and quantity of the impact of the startups Onda And ultimately, you know, revenue and dollars raised all of the things that you would measure a successful business by, um uh, s so we're just really excited to find some incredible ventures that fit really well in this in the selection criteria. Andi, we'll be looking thio. Everyone's help spread the word about this great opportunity. >>Congratulations on your new program. I wanna ask you specifically, if you could give some examples of the kinds of startups you're hoping to attract, so as you look at the candidates. What's gonna be the criteria you mentioned is a criteria What jumps off the page in your mind. >>Yeah. So we want people that really understand that. Why, you know, why are they starting that business on bond? Ideally, people that have a really good idea for a rapidly scaling tech startup that also has a double bottom line attached to it. So something whereby the business models succeeds and scales and achieves eso to with the impact that is inherent in that in that model, you know, some some examples from just passed cohorts at healthy. And, you know, we've had most recently, um, incredible entrepreneur that came out off the US prison system and was really interested in reducing recidivism and worked on a tech startup that allows families to communicate with incarcerated loved ones where through a tech platform where you can convert your text to a loved one into a postcard that then could be sent into the system because obviously people aren't allowed to communicate through cell phones when they're incarcerated s Oh, that's a good example of something where you know the profit and impact really scale themselves. Um, you know, similarly from just this. You know, recent cohorts, we had a, uh, founder who herself suffered from pulmonary pulmonary hypertension. And she created a really great wearable device that can attach to your ear. Looks just like an earring. It's quite fashionable, actually. I want one. And, um, it lets you know how your oxygen level is because she just didn't have access to something that was that easy and wearable, but needed to monitor her oxygen level. Turns out, that's actually really, ah, useful piece of technology during covert. So, you know, we're looking for people that are thinking about healthcare, thinking about the environment, thinking about education on decree, ating a sustainable business model that that will help them to scale that idea. >>I wanna get into the whole social entrepreneurship conversation. It's really great when I wanna unpack that, But let's stay on this program. Um, it's super exciting. How do people get involved? It's open, but there's some criteria. Um, you mentioned startups. You're looking for changing world double Bottom line. How do people get involved? >>Really excited. You asked that because I you know, I have some people that are watching can help us um certainly, uh, going to the home page of our website housing house dot or GTA. If anyone knows any great social entrepreneurs in Bahrain, please let them know and help us spread the word. Really happy to be working with AWS and startup Borane to do so. But we we want to, you know, make it as far and wide as possible. So both for people that are interested in applying to the program and also people that are interested in helping because we always pull together a vast network of mentors and advisors and investors to really make the programmers robustas possible, they should I would encourage everyone to reach out and get in touch either through the website or, uh at housing inspires on Social Media said that our team can get back to you >>for the question is how, um What? How will the selection process work and when will they be >>partnering with AWS and start up by rain? Thio select the best start up ventures. They'll be notified in December on by The program will begin virtually in January. >>And what are the winners get? They get money. Do they get mentoring? What can you talk >>about package, so every in computer program is a little bit different. But generally they all get, uh, some serious training and assigned mentor a specific skill. Siri's that's bespoke to that intensive, and those founders needs. But more than likely, this one will include, as as they all do, you know ways to plan Thio, acquire customers ways to improve your business model and make good projections ways to think about investment and how to understand. Um, investment bond, get investment should you need thio eso. It'll have all of that along with marketing and branding and how to measure impact. But then also some bespoke things. You know, once we know exactly what the founders needs are on but then very bespoke advisors and mentors in accordance with those needs >>and really nurturing that start up in that project to getting some traction, then hopefully track into some funding vehicles. I imagine right? >>Absolutely, absolutely, and access to D. C. S. You know, great landscape when it comes to this kind of thing, both in terms of sort of three institutions that air here and the investment that is here on do all of them will also, of course, receive a ws cloud computing credits and technical support, which we found to be profoundly helpful for all of our, um, tech startups or tech enabled startups. >>Yeah, I think that's one of the things that people don't realize that some free credits out there as well take advantage of those That's awesome. And I love how this ecosystem nurturing here. When I was in Bahrain, I noticed that very young demographics changing demographics. Diversity is huge. But like here in North America and all around the world, the lack of diversity in the tech sector has been a big conversation is always happening. Thes, impact driven businesses actually consult two things you're doing. A program that impacts the diversity as well as solves the problem for diversity. Talking about double Bottom line. Can you talk about this diversity? >>Yeah, absolutely. I mean, e think you know, it's interesting because we all know that diverse teams out perform. We all understand the imperative to do that, but you're right, it's it's not just a US problem or Bahrain problem. It's a global problem, you know. And I think one of the ways to solve it is to go early because we know that women founders and founders of color and other marginalized founders, you know, start businesses roughly at the same rate. But they generally don't grow as big, and they don't, um, uh often get us much investment. In fact, the investment numbers are quite stark. In terms of who receives venture capital eso. We know that there's a lot left to disrupt, but we also know that if we're going to solve the problems that we all face right now that we need the whole population involved in solving it. So we're really interested in in in creating a much better ecosystem everywhere for for women. Founders on DWI know that that requires the support of everyone, regardless of gender and background and lived experience. Eso it is it is an imperative. But it's also a tremendous opportunity, you know, to get more people involved on Bahrain's got some incredible women and some great, uh, resource is and pieces of the ecosystem already in place. Thio, I think really be a leader in this area. >>Yes. Start up our rain to you mentioned that they have a great program. They're they're really there to help the entrepreneur, and I think the key here and I want to get your reaction to this is that not only is that important to get off the ground and having someone to be around and being a community that fosters the kind of innovation, thinking and getting started, great. But you've had a very successful program. The Halsey in house housing house dot org's as you mentioned, the u R L. You've had success, but you've been physically in D. C. What have you learned from the house? Your house success that you're applying that could be applied for others? Toe learn. >>Yeah, there's there's a lot to unpack there. I mean, we've had a Zai mentioned about 150 you know, Fellows come through our doors and they've gone on to create over 1800 jobs around the world. Received $150 million in funding, which for early stage social social ventures is a really good mark of success. Andi have gone on to impact the lives of more than 2.5 million people around the world, so I hope that this program is that you know will be able to help empower these founders, um, in Bahrain to do exactly those things and to be able to scale the adventures to create that impact. You know, we've learned a lot about you know what these startups need. Um, you know, that goes beyond just sort of the the office space and sort of traditional incubator offerings that they need a really strong community around them to celebrate their successes and also to help them with their lows. Entrepreneurship is a very rocky journey, and so that community becomes really, really important. Eso we know a lot about building, you know, supportive, nurturing community. We also know that you know, women when they go to get investment, are going to receive 70% mawr prevention questions. And this is even from women venture capitalists, right? They just venture capitalists are creatures of habit, and they generally will just look at the patterns, successes and trends that they've had and repeat those. So they're going to be looking for the same types of people. Are they funded in the past, which are traditionally young white males and eso? We know that just by virtue of the system that we all live in on DWhite. It's implanted in all of us that women are going to receive more questions about the risk of their business many, many more than they will about the opportunity. So how do we train women for that landscape? You know, how do we train them to answer the questions about the risk realistically and fairly but pivot so that they get the same opportunities as a male entrepreneur, perhaps to answer questions about the ceiling as well as the floor. >>Yeah, and addresses trade up and understand the criteria and having that confidence. And I think that the great news is that we're all changing and we're all open to it. And there's more funds now like this and your >>leadership. E love that point, John. I think, you know, I think that everyone's eyes are open right, and I can say that sort of it with a really strong sense of conviction. That, like 2020 is is a great year for acknowledging this problem and for I think a lot of joint motivation to really properly address it. So I'm actually feeling really optimistic about it, >>and we're at a cultural crossroads. Everyone kind of knows that you're seeing it play out on the big stage of the world on again. Your leadership has been doing this, and I want to get your thoughts on this because you mentioned entrepreneurship, the ups and downs. Some call it a rollercoaster highs and lows. You have great days, and you have really, really bad days. And it's even compounded when you're not in the pattern matching world of what people are seeing. If you're a woman or under verse, a minority or group, I gotta ask you the question around mental health because one of the things, especially with co vid, is having that community. Because the ups and downs swings are important that people maintain their confidence, and mentors and community add value there. Can you talk about that important piece of the equation because it's it plays a big role, often not talked about much? Um, it is tough now more than ever than ever before, but still not enough. This community there, it's >>having support. We can, you know, we talk about it a lot of healthy and what people need to prioritize their mental health as they grow a business. And ultimately, if you're not doing a good job of that. Your business will not succeed because your team would be healthy and you're just it compounds. Um, so it's really imperative. And it does take a toll on founders on entrepreneurs, I think in in higher degrees. And it does in the general population because a small crack can become a chasm if people are not careful. Andi, everyone knows even if you're super passionate about something, putting in 20 hours a day, every day continuously is eventually going to catch up with you, right? So you have to create healthy habits from the beginning for you and your team on board. And certainly during covert we've seen some of those things exacerbated due to isolation. So that community peace becomes really, really important. I don't think she would mind me saying so. I'm going Thio mention that one of our previous entrepreneurs and Yang brilliant, brilliant woman actually did a great piece. Uh, you can just google and Yang entrepreneur depression, mental health and and it will come up for you, but just a really candid expose on what it is like. Thio be an entrepreneur that perhaps struggles with with mental health >>Yeah, it's super important. And I gotta say, I really love your work. I've always been an admirer of the Halsey in Mission and the people behind it, the halcyon house. And now you're taking it to buy rain under with an intensive kind of program. It's a global landscape. Final word, Kate. What should people know about this program? Summarize it real quick. >>We're just super happy to be reaching out and supporting a greater number off talented founders from the Middle East with Although Bahrain on our partners started, Borane and AWS have to offer. You know, we we love to expand our work to serve more and more entrepreneurs. And we couldn't be more excited to support these women. >>We're an upward better time now than ever. It's gonna be a big change happening. Big cultural change. Your part of it. Thank you for joining me. >>Thank you, John. >>Great to see you >>really appreciate it. >>Thank you. I'm John for your here. The cube. Virtual covering A W s public sector online. Thanks for watching

(techno music) >> Narrator: Live from Chicago, Illinois, its theCUBE. Covering LeMon 2018. Brought to you by VeeAM. >> Welcome back to the windy city everybody. You're watching theCUBE, the leader in live tech coverage. We go out to the events. We track the signal, extract the signal from the noise. My name is Dave Vellante and I'm here with co-host Stu Miniman. This is our second year here at VeeAMON. Hashtag Veeamon, simple enough. Kate Hutchison is here, she's the CMO of VeeAm. >> Yes, thank you very much for having me. Its a pleasure to be here. >> You're very welcome, thanks so much for taking time out of your busy schedule, great show. You've painted the town in green. >> We certainly have. (laughs) >> So VeeAM obviously didn't need your expert help in creating awareness in places like this. >> Kate: Yes. >> And having a persona around around the green team. Awesome. Your background, Riverbed, Polycom, VMware, Citrix, BEA, some rockstar companies. You've got a lot of experience there. Why did you come to Veeam, and why now? >> Yes, so I was attracted to VeeAM for many reasons. We have some, as you know, some stellar attributes as a company. We've been talking about our net promoter score of 73, which is three and half times the industry average. And of course the executive team themselves, and meeting them and really wanting to be a part of that team. So that was a huge reason for me joining, but as it relates to my career and my background and what I thought I could bring to VeeAM. Very much about enterprise marketing. So I've spent about the last 20 years in the industry, as you mentioned the company names. Really helping those companies build the powerhouse brand, and so I just love being a company who is known for one thing, but is very successful that being known for something that's even broader and more strategic. And that's why I wanted to join the company. >> You mentioned the phrase powerhouse brand. What is a powerhouse brand, and how do you go about building it? >> Well everybody probably has a different definition of a powerhouse brand, but having spent a good 15 years in the Bay area, Silicon Valley, when you're walking around Silicon Valley and you say who you work for and everyone recognizes it, you're working for a powerhouse brand. That hasn't been the case with VeeAM. Now we're very strong, we do our research. We come out pretty strong it Europe, but in terms of our brand awareness in North America we have a ways to go there. Again, and I think because when it comes to building a brand and a powerhouse brand, enterprises really rely on customers to do that. To really leverage the voice of customers, to get the word out and to get the customers to go on record to talk about the power and value of VeeAM. Because when customers go on to talk about it, there really is no better marketing that you can do. >> Ya Kate, one of the things I saw. VeeAM started out with the geeks, and I say that in the most loving terms. People that did virtualization. >> Kate: Yes. >> VeeAM solved a problem, simple, huge adoption in that market, but as we've been talking about all day here, data protection is going up the stack. >> Kate: It is. >> It's hitting the seed sweep more, so. >> Kate: Yes. >> Maybe you could explain to a lot of our audience are the techies and they're like I don't understand this brand in marketing things. >> Kate: Sure. >> We just want the next little containers and things there. >> Kate: Absolutely. >> So why the brand elevation? >> So, first and foremost, we're known for one thing in the industry, as it relates to our product. It just works, and we're not leaving that behind, and certainly the enterprise cares a lot about the product, but as we go into the enterprise space, there's some things that an enterprise customer is going to look for, that an SMB may not. Enterprise is one of the assured company that they're doing business with, has long term viability. They want to make sure that there's plenty of addressable market and headroom for them to go far and above, beyond their sights of, a billion in our case. The other thing is, enterprise customers have a different way of engaging with that company, as it relates to the selling motion. So whether it's our partners, our alliance partners, our resellers, our sales teams directly, they want to be able to work with them as trusted advisors, and they want our folks to be able to anticipate their needs, well ahead of when they actually encounter them. So, we're talking a lot about a journey for our customers. We've been talking about intelligent data management, and the five stages of getting to that. So its really, its building on our core. Which has been SMB and commercial, but also now, up leveling the story, and by the way, the technologists at all companies of all sizes, want to be doing more to influence the outcomes, the business outcomes. So we're telling a story that we think will resonate with them and there's always plenty of click downs into the technology if you want it. (laughs) >> So you guys are putting a lot of emphasis on the up leveling. As Stu mentioned, CXO is becoming more aware of the data protection problem. >> Kate: Yes. >> Its becoming a board level topic. >> Kate: Yes. >> So I think I get the why now. >> Kate: Yes. >> My question is, why VeeAM? And what is the brand promise that you're going to bring to that enterprise? >> So I think, traditionally, VeeAM has been thought of as more of an S&B and commercial play. So the why now is that we have a much broader portfolio then we had a few years ago, and yet we're thought of as just back up and replication. Now, we're building on what our reputation is and back up and replication, but we want to take customers to where we know the puck is going. So for example, as enterprise customers want to take advantage of public clouds, of manage clouds, of SAS applications, they need to be able to get control of all their data. That's the one thing we hear over and over. I don't know where all my data is. Right? So they need to have a platform that can give them that visibility and that aggregated view, that single paint of glass. Then they're going to eventually want to take advantage of being able to move workloads into places where it makes more sense to have them. In cases where there needs to be tighter protection, or in the case of archive data, that they don't need to spend a lot of money on primary storage. It just depends on what our customers want to do. And, ultimately, to be able to move to more of a behavior based way of managing that data. For example, if we see malware crossing that network we can immediately respond and make sure that those workloads are secure. It could also happen as it relates to weather systems and being able to have the data be smart enough to sense and respond where it needs to move to. >> We saw some slides this morning that Peter McKay was showing, like off the platform slide, and I tweeted out that we learned years ago, working with Eric Brinyawlson and Andy McAfee that platforms beat products. >> Kate: Yes. >> So, talk about the importance of platforms through the enterprise. >> Yes, so first of all you cannot be a platform provider without an ecosystem that's embracing and extending the value, and we're working with our ecosystem through the API's, the application programming interfaces, that we make available to them so that they can integrate with our products, and actually allow our platform to be able to be the most complete platform for intelligent data management. That is not all coming from VeeAm, we are very heavily dependent on our ecosystem. >> Dave: Right. >> So that's really the crux of how important a platform is because customers have a lot of technology already in their environments. They want to make sure that if I'm buying something from you, that it'll integrate into my existing environment so I don't have to do a complete rip and replace. That's a very expensive proposition. So, we have been investing and we have thousands of technology partners that are embracing our API's and again, extending the value of our platform. >> I don't want to jump in but, I was going to ask you how you add value to those partners, and it's not just the product and the features, and doing what you say you're going to do from a product standpoint, it's having that platform that makes it easy to integrate, >> Kate: That's right. >> And creating that scale effect, that flyaway effect. >> Absolutely, and a solution that is better together. So, customers really like buying solutions that are already packaged and integrated as it might relate to Cysco and VeeAM or HPE and VeeAM or NetApp and VeeAM. That's what we've been doing with those partners in particular and really going to market together, and that is a preferred way for many customers to buy. >> Or IBM and VeeAM, or Microsoft and VeeAM, >> Yes >> Botanics and VeeAM. VMware and Veeam, we don't want to leave anybody out. >> Kate: We don't want to leave anyone out. Those three that I mentioned, we're on their price list and we are reselling. >> So that's the difference. >> Yes. That's the difference >> Okay, that's really the point. >> Yes. >> Okay. >> So my question is, as you go up the stack a bit, talk about platforms and things like orchestration, >> Kate: yes >> the swim lanes get a little bit muddy, because if you talk about those same partners, the VMware, Microsoft, the Newtanics of the world. >> Kate: Yes. >> They want to own a lot of those pieces in the multi cloud world. >> Kate: Yes. >> Maybe you can help explain that. >> I think we're all probably saying some of the same words, but defining them a little differently. So when we talk about orchestration, it's very much about allowing workloads to move seamlessly across multi-clouds. To do that while the data is secure and protected, and eventually introduce, we have partnerships today that allow us to leverage artificial intelligence. So that those workloads can move seamlessly without any disruption to the business as they're moving to the right location. So yes, I think you hear a lot of the terms, but as you drill down into it and you double click on what does that mean for, in your environment, it's a little different. >> So when VeeAM decided to expand deeper into the enterprise, it's putting its money where its mouth is. I mean Robby brought in Peter McKay, he brought in a number of folks on the sale side with enterprise, now yourself. >> Kate: Yes. >> We saw Dave Russel up on stage today. >> Kate: Yes. >> He's got some enterprise jobs. >> I'm looking forward to working with him. >> You're not just talking to talk, you're walking to walk. Which is great to see, and thinking about the total available market, its a TAM expansion move, can you address that at all? >> Kate: Yes. >> I know you guys are very research oriented, as a company. >> Kate: Yes. >> You have relationships with all the big research houses. What do you see from a taman standpoint. >> Yes, so, remember that our proposition is to have the most complete platform for intelligent data management. By virtue of saying that, it really means we have to look at adjacent markets for additional capabilities to put into our platform, to ensure that we remain ahead of the competition as it relates to intelligent data management. We're looking at various adjacent markets. Whether that be through a build buyer partner strategy. So one of the largest market opportunities in an adjacency is the cloud infrastructure as a service market. It's huge. Its about 90 billion. It's got a very fast clip in terms of its compounded annual growth rate, and we've already made some pretty great progress there, both organically, as well as through the acquisition of N2WS. When we move into fast growing market segments like that, and we have many others that are adjacent as well, it's creating an addressable market of about 30 billion for us as we look out into 2022. So we're pretty excited about that, and again, that gets back to making those investments so that an enterprise customer feels confident betting their business on us. We have that scale ability. We have that addressable market, and we are increasingly helping our folks on the front lines become trusted advisors to our customers. >> In your estimation, I know some of this is hard when you're doing the analysis >> Kate: Yes. >> I used to do that for a living so I know. In your estimation is that sort of an approximation of spend, or does it include what we look at, as the money that's left on the table by the global 2000 because they have inadequate data protection. Presume it does not include that. >> Kate: Yeah. >> Because if it did, it would probably be a trillion. >> Kate: Right >> But I wonder if you can add some color to it. >> Well I think as we get into an era of compliance, we have GDPR coming down this month, I think companies are taking a new look at what does it really mean to ensure that I know where all my data is, that I ensure it's protected, that I'm sure that it's secure, and that it's in compliance. I think you're seeing more attention, more money. You mentioned earlier that this is becoming more of a sea level issue, and I think in an era of compliance and regulations that are coming down, you're going to see that only increase. >> One of the interesting things that we saw about VeeAM when we were looking at the show here, you're almost, how do I say it, a tweener. You're still kind of a startup, but you're one of the bigger companies in the space. There's a lot of buzz and energy, and customer interest >> Yes. >> In this all market thing. How do you look at yourself compared to some of the legacy giants, >> Yeah. >> And some of the new startups? >> So we are a very fast growing company. We posted 40 percent growth in Q4. We were at 36% year over year. I mean off the very big numbers. I haven't seen these numbers since I was at VMware. So that is a rapid growth company that grows up quickly when it's growing at that clip, so I think there's a part of us that's extremely paranoid about the competition and looking at some of the new entrance to make sure that we are really staying ahead and innovating, continuing to innovate. Then we look at some being legacy companies that have been in this space, and we see in some cases, a downward trend in their revenue and in their investments in this era, in this area. Again, I think it's a healthy balance of innovative and paranoid, and recognizing that customers want the solution that VeeAM offers, and they do want to be able to migrate off of the legacy systems that are out there. We are seeing that time and again. We just showed, this morning in the general session, we showed a Royal Caribbean video and that was a case where they abandoned their legacy system to go with VeeAM. >> Well that's quite a story. Nearly a billion dollars, growing at 35 plus percent a year. You got to look to companies like Service Now, Work Day. >> Kate: Yes. >> You're in that rare-ified air. Well Kate thanks so much for coming. >> Absolutely. >> Congratulations on the new role. >> Thank you. >> Really excited to see you sort of take VeeAM up into that new stratosphere. >> I'm very excited to be here. >> It's great to be part of VeeAMON 2018. Thanks for watching everybody. We'll be right back with our next guess, right after this short break. (techno music)

(uptempo techno music) >> Announcer: Live from Washington, D.C, it's CUBE Conversations with John Furrier. >> Hello there and welcome to this special CUBE Conversations here in Washington, D.C. We're getting all the stories, we're at the Halcyon House here with Kate Goodall who is the Co-Founder and CEO of Halcyon for a CUBE Conversation. Thanks for joining me today. >> My pleasure. >> So talk about Halcyon and your mission. You're doing something really important here in societal entrepreneurship. It's a non-profit, it's a really interesting mission. You're having an impact. Talk about what you guys are doing. >> Yeah, we believe in the power of human creativity and the power of compassion to change the world for the better. And by that I mean that we take some incredible change makers with really bold ideas about how they can affect societal change through business and art, and we give them a number of supports including a free place to live in this very expensive city, a fantastic mentor, an office, a community around them, money, and we don't take equity in their ventures. >> And this house that we're here is a mansion in Washington, D.C. Talk about the story about this house and this residence. >> Yeah, it's got very revolutionary roots. It was built by Benjamin Stoddert who was the first Secretary of the Navy during the Revolutionary War. And from then it exchanged hands several times. One of them was a relative of Mark Twain. And he is responsible for most of its 30,000 square feet. And then lastly, it was in the hands of the Dreyfus family before it was bought by Dr. Kuno who is my co-founder and the chair of Halcyon. >> And the Halcyon mission, you guys have a unique formula. Talk about how the fellowships, how do you guys select the ventures, what's the program? They live here. >> Yeah. >> It's a residence. >> Yeah. >> So it's interesting. >> Yeah, we give them three things, everything thing breaks down into three things. Space, community, and access. We believe that if you give people not only physical space, which is important because we have to remember that not everyone has a parents' basement they can live in and friends and family they can go get money from. So it democratizes the playing field to just be able to select people with the best ideas and the most talent and not the best drive. But also head space. What does it mean when you give someone with a brilliant idea five months to just work on their idea? Then community is very, very important. There's a lot of atrocious analogies for entrepreneurship. People compare it to staring into the abyss or chewing glass or... It creates a lot of emotions, lots of ups and downs. So having a built in community, which we have here is very important. Then lastly access, and by that I mean there are not only investors, but these days governments, philanthropists, others that are seeking solutions to some of these very hairy 21st century problems. They want access to these ideas. And if we do our job correctly, we're creating a bridge for these entrepreneurs to those people as well. >> Yeah entrepreneurship certainly is hard. And it's even harder when you're trying to crack the code on societal problems. >> Kate: Yes. >> And so this kind of brings up an interesting trend that we've been seeing emerging really rapidly in the past few years with cloud computing and other... Big data, internet of things technologies on a global scale, is the societal entrepreneurship model where you're accelerating opening up new ways to democratize, crowd source, fund, and change the game and reimagine philanthropy, policy, education, diversity, all in one. >> Yeah. >> You guys are kind of doing that here. It really is a ground zero here in Washington, D.C because of the access and the ecosystem of governments and everything's here. So you're seeing this building up in Washington, D.C. Talk about this new force, this new driving force of change called societal entrepreneurship. >> Yeah so it's, we believe it's definitely one way to really change the game. It's a way to use business principles to attack some of these enormous social problems. Many would argue that philanthropy and perhaps government have failed at some of this recently. Philanthropy was originally designed to solve problems, not to become a charity machine. And certainly, the government finds it hard to do some of those things today as well. And so figuring out how to really attack some of these enormous, hairy 21st century problems using these business principles so that their solutions can also be scaled effectively is absolutely what we're trying to approach. >> It's interesting, you see the old guard, the old ways of doing things, policy, people just checking boxes, philanthropy a big donor kind of model. And then now with cloud computing, new things are emerging. In your mind, what's changed the most now from just even 5, 10 years ago? What's the big difference in today's culture and today's environment in the world and Washington, D.C? >> Oh my gosh, so many things I could talk about. One of the reasons I think that social enterprise really came into being, partially is because there was recession and millennials didn't have jobs. So they had to create them and they created them in a new model. They created them in a way that gave them satisfaction beyond just getting a paycheck. The Jobs Act gave foundations the ability to invest in for profits and gave us crowd sourcing and crowd funding. And these things have really made some of this cross sectoral pollenization possible for the first time. I think people genuinely are frustrated that this amazing pace of change and Internet of Things and all of this stuff still hasn't solved some of these big problems. So there's so many forces at play. And I think one thing that I'll also point to because as I explained to you, I'm an archeologist and historian by training, and if you look over the course of human history, any time when you've had rapid change in technologies or you've had vast inequalities in terms of wealth, you end up with a depression or a war, or both. And I really believe that the power of social entrepreneurship can, for once, maybe let the gas out of the balloon a little bit more gently, and I think that's something really great to be optimistic about. >> How do you see that happening? I mean, we're a connected society now. >> Yeah. >> We have our mobile devices. >> Yeah, yeah. >> We have our things on our body, Internet of Things. It's all there, is that how you see it? How do you see the relief coming so we don't have a war or a depression? >> Yeah, I think that's the point, we have tremendous power now, right? To just in our hands, to be able solve some of these problems. Human ingenuity is a great thing. I think creativity and compassion are going to be the things that machines replicate last. And so we support that wholeheartedly. And I think maybe we can talk about some examples of some of our ventures, right, and what they're doing because I think that's the best way to paint. What does this mean, what is it? One of our current fellows, Ryan Soscia has created JDoe which is a way to anonymously unite victims of sexual assaults so that they can take legal action. It has a business model, but it's been proven that victims of assault are much more effective when they go as a group instead of alone. So it's a really brilliant way to use technology. Another one from our past cohort, Brandon Anderson is using a chat bot, Raheem AI to collect better data on policing. And then is working with police departments to use that data so that they can have better community relations. So these are both very relevant and timely issues that we're approaching in a non-partisan way using technology to solve. One more I'll give in our current cohort. Pilleve, which is a company that's thinking about the Internet of Things and how it can solve for the opiate crisis. They've created a pill bottle that connects to your phone or your family's phone and can give data and control over medication so that you can really start to attack addiction. >> Kate, talk about the power of we capital, what you've been doing with women's networking in Washington DC. >> Yeah. >> Because it's not just the women in tech inclusion issue, there's a lot of disparity we've been covering certainly at Silicon Angle, but there's really a lot of powerful women and talented folks, whether it's creative or on the business side or technical side, where the societal problems, these are products that are used by the entire population and so there's an effort to have more women involved in not just designing products, but actually being part of these new re-imagined solutions and technologies. >> Yeah. >> How important do you see that here, and what are some of the hurdles and successes that you've had here? >> I agree with that analysis completely. And I'm biased, but I think that Washington is an amazing city for some incredibly smart women. And when we created Halcyon, we created a committee that was diverse and reflective of the diversity we wanted to see how cohorts. So diverse by any factor. Age, gender, race, sexual orientation and what's that resulted in happily is a housing community that has 52% of our ventures founded or co-founded by women, and 58% of our ventures founded by a person of color. But then when we looked around, the investor base didn't exactly reflect our fellows. So we started to think about how we could engender and cultivate investors that were also diverse. And one of the ways to do that was to create a group of women in D.C. that wanted to fund social impact, leaning women led ventures, and it's called the WE Capital. It's led by Dr. Kuno, who is my co-founder and chair at Halcyon, and Sheila Johnson who was one of the founders of BET and has now founded Salamander Resorts. And there's 13 other remarkable women in that contingent and they're all paying it back. But and a very smart way that gets them market rate returns. >> This is interesting, the community paying forward has been the ethos of very robust and successful communities Silicon Valley here in Washington, D.C. How do you scale that? How do you go global with this? Because now you have a global model. Silicon Valley D.C. and all around world where you now have different communities coming together, all the same mission potentially. How do you blend it all in? How do you take that to the next level? >> That's a good question. We're gradually building what I call a kind Army. Just this amazing community that has ripple effects. We don't feel that we have to own or control this in anyway. Just over 3 1/2 years, we've had 55 ventures come through here. They've raised nearly $40 million dollars. Impacted half a million people around the world in a positive way. They've created nearly 500 jobs. You start to see the exponential growth even just as we sit here in this building. But I do think that's a long way to go in terms of people understanding this social societal entrepreneurship. People have different definitions for it and it's a long way to go in term terms of government and philanthropy really being able to understand it. Because in some ways as I mentioned, they lost touch with who their customers are. >> Okay and I've always been saying in Silicon Valley and on my Facebook page and also on theCube that SiliconValley doesn't get D.C. They try to come in waves around. You don't get it and they're impatient, I would say if I categorize. They get D.C. but I don't think they have the patience for it. It's a new culture here. Also the pace of change is accelerating in D.C. but it's a formula for D.C. What is the secret to be successful in Washington, D.C if you're a tech entrepreneur or investor or someone from Silicon Valley or not from here? >> We do get the advantage of being able to see who does that well and who doesn't. And tech is obviously leading ahead of policy. Policy is trailing tech and I think that can understandably make policymakers nervous. They've got a lot of understanding to do to be able to make some policy decisions. And these tech solutions are very complicated so the people in tech that I see being successful around policy of those that will take the time to really sit down and pick through a problem with policy maker and help them to understand it. Policy makers are actually very smart but they're dealing with a lot. >> John: So education. >> Education, education absolutely. You can't come in here >> Patience. >> And be impatient that they're not getting it. But I think that's going to essential. We've got to figure out how to talk each other and how to talk across different languages, different domain, different sectors and creates some better intersectionality. >> So what's next for Halcyon? What's the vision? What's your vision of how this will go forward? Obviously you've got a great model, batches coming through cohorts, and you have demo days here. I noticed your set up downstairs for a demo day so it's very robust, classic incubator, accelerator model with the residences leading it there. What's next? Where do you go from here? >> We don't take equity in any of our ventures but we are thinking about creating a fund, because so many of our ventures are performing exceptionally well. And we're actually going to be launching a festival that really takes the power of creativity and compassion, and art and technology here in D.C. and that will be in June. And we're hoping it that way, we can reach a wide audience, and that's going to be very exciting. The long term vision really is how can we harness the power of compassionate and creativity to solve 21st century problems, and how can we do that at scale? >> The classic disruption model is gate keepers start being disrupted by the new guard as Andy Jassy would say in Amazon. These a new creative as well. I did a panel at Sundance a few weeks ago where we talked about this creative where democratization is happening at artist level, and the government maker level. And that seems to be happening across all industries. A new creative is developing. What's your view of the digital impact? Because artistry can be sculptures and painting and whatnot to classic artistry or film making but now tech's involved, digital. >> Yeah. >> It's coming together. Is the vision how you see art and science coming together? >> Yeah, artists are fantastic disrupters. Sometimes they don't even need to paint a picture. They just use their ability as an artist to do things other people can't. And that's why they're awfully fun to be round. I think that you're absolutely right. I point to Dee Rees as an great example, who didn't get her funding for her film Mudbound through the the Hollywood machine, instead she went straight to Netflix and now she's getting an Oscar. That's a new way of doing things. We have one of our fellows, DeShuna who created kweliTV which is Netflix for the African diaspora because Netflix just doesn't have the kind of black filmmaking that she wants to see. So yeah I absolutely see people using digital to do different kinds of disrupting including on the outside of things. We have another program, the Arts Lab. Very similar to this but working with excellent artists who are thinking about social justice. One of the artist, Georgia Os-acs is doing a project called Two Future Women. And she's collecting letters that women are writing to other women 19 years from now. They're being archived by the museums in D.C. and will be displayed on the eve of the Women's March. Wouldn't it be great to know what the suffragette were thinking? And that all requires technology to be able to successfully collect those, disseminate them, archive them et cetera. >> So New channels to the market place breaking down the barriers for the gate keeper seems to be the trend. How is that happening in your world, in D.C and in philanthropy? You're now creating a new model of entrepreneurship. >> Yes, yes. >> Not just philanthropy, hey nice job or policy check box, it's real change. >> And arguably a new model for philanthropy because very rarely is philanthropy so immersive where we're literally taking these people and we're in the living with them for five months, and giving them all of these supports. And I think it's also a new model and that it's risk taking. It's not a safe and secured, metric based, proven solutions. It's some of these centers are going to fail and I think that that's okay. That's just testing and trying and finding the best and moving forward. I was going to make another point. >> You guys are changing the world obviously, I made a comment on Facebook, we're saving the world at the same time because you mentioned you can actually get ahead of some of these trends with this gap. Whether it's inequity, inequality or however these gaps are causing even war or depression as history points out. Now you have an opportunity to use, not just diagnostic capability but predictive and prescriptive mechanisms. What are some of those things that someone could see and connect the dots around an example of something that's prescriptive. Say wait, wow, time out. We've got something going on over there as a problem space we can solve with a solution. What are some examples that you see playing out where this model could work? >> I'm not sure I quite understand the question. >> If you had the ability to use technology to solve some societal problems, what are some examples that you're seeing here in your incubator that are pointing to this new trend? >> Yeah, I think that our fellows are fantastic examples of that. Many of them are tech enabled whether or not they're using apps or the cloud or just a new actual technology product. One of our fellows is using, he's created a new product that disrupts the vestibular system so that you don't feel motion sickness. Now this is actually a product that is obviously very valuable for just everyday people, who are going to be in driver-less cars trying to do their work. But it turns out very useful for the military and very useful for people who are trying to create virtual reality. 40% of people can not put a virtual reality headset on and not feel nauseous. So I do think that it is tech's job to solve some of the problems that we haven't been able to solve yet. In many ways, the internet and the Internet of Things is our biggest leap forward since fire. Now how are we going to use it to create the disruption that fire did? Fire allowed us to eat more things, grow bigger then start to farm and and I think that we haven't even hit the cusp of what the internet can do yet. It can do way more things and deliver products to our doorsteps. >> Next up at the wheel, you get fired-- >> Right, what's is the tech wheel? I think it's going to be really-- >> Personal question for you, what is the big learnings that you've had over the past few years? (mumbles) say well I didn't expect that to happen or wow, that was super awesome or a failure or a success? What was your big learnings that you've come out-- >> Oh my gosh, do you have an hour? We've learnt how not to do and how to do mentorship very well. You can't take mentorship lightly. This is human chemistry we're talking about and even if you think you've got the perfect match on paper, it may not work. We have certainly learned a lot about how it is really important to have investors that reflect entrepreneurs because to your very point, that work is going to take everyone to create technologies that work for everyone. It also creates and builds even investors who look like everyone because otherwise there is an inherent bias. Really good people have inherent bias and that needs to be solved for. Because I straddle both art and entrepreneurship in my role. These some really interesting things that I've noticed in terms of how entrepreneurs see the world as infinite resource and artist see it as very finite. And how some of our systemic problems are reflected almost identically in both fields. This is an interesting statistic. 5% of venture capital goes to women, we know that and 1% to African Americans, 0.01% to Black women. In the museum world, in museums in the western hemisphere, 5% of their art collection is women artists, 1% is African American artists. That's not a coincidence, that's a clear picture of how power structures have evolved to make certain types of decisions about who should get capital, who is worth collecting, and we're definitely solving for that. >> And certainly having a lens on that and exposing that-- >> Kate: Absolutely. >> Is the way to-- >> It's very important. >> Talk about artistry, one of the things we've been talking about in the software and in the tech business is the role of artistry and craft. And that we see that swinging back with cloud computing. I would say to the craft out a software development but you're seeing these integrated solutions where craftsmanship and art are coming together. We're seeing examples, certainly in Asia, in China we're seeing examples where the development world, the technical world has come together with artistry world to create these new solutions. So you've got creative and you've got technical coming together. That's what you're doing. >> Yeah, no absolutely. >> What's the success formula? Is there one? Is it right brain, left brain, what's the-- >> I don't know. We've just got this bubbly caldron of creativity and we're pulling stuff out of it as we go, but I think it's important for us not to forget about art. Art has been at the forefront of every social change, every movement. If it does its job, it's of the moment and it tells us a lot about ourselves. But there's also that important thing about art with technology, and with consumer products. The reason that the iPhone was so successful is because it's a thing of beauty, and everyone is in awe of it. So design is critical, it's absolutely critical when you're thinking about scale or consumer products or tech that works. >> And having a good taste for a good art is also a skill. >> Yeah. >> Knowing what's beautiful. >> Of course. >> Tech guys love to have that skill. >> You could argue that that's getting democratized and disrupted as well. >> Kate, thanks so much for spending some time here. >> My pleasure, this is fun. >> Cube Conversation, Kate Goodall, co-founder and CEO of Halcyon here in Washington, D.C. Changing the world, societal entrepreneurship. A lot of great actions. This is theCube coverage. Thanks for watching. (uptempo techno music)

>> Narrator: Live from Las Vegas, it's theCUBE. Covering HPE Discover 2017. Brought to you by Hewlett-Packard Enterprise. >> Okay, welcome back everyone. We are here live in Las Vegas for SiliconANGLE Media's, theCUBE's exclusive coverage for three days for HPE Discover 2017. We're on day three, down to the wire here. I'm John Furrier with SiliconANGLE with my co-host Dave Vellante, my partner in crime with Wikibon. Our next guest, Ric Lewis. Software Defined Cloud Senior Vice President, President and GM of HPE, welcome back to theCUBE. >> Thank you. >> And Kate Swanborg, Senior Vice-President Tech Communications and Strategic Alliances, DreamWorks Animation. Welcome back as well. >> Thank you. >> John: Great to have you guys back. >> It's good to be here. >> So obviously DreamWorks, you guys are a big customer, Ric you are now leading up the team for Software Defined infrastructure, as we call it programmable infrastructure, a lot of great things. >> Ric: Yeah. >> Synergy we talked heavily about last year. >> Ric: Yeah. >> I kind of was geeking out with you on that in terms of all that programming ability and automation. Meg story this week was simplifying hybrid IT, which is the key part of where Software's coming in. >> That's exactly right. >> And so we got DreamWorks here, what's your vision in how that's going to happen? How do you take that simple message and put it into practice? >> Yeah so, we're completely about making hybrid IT simple, and we have three primary vectors that we're driving in order to make that happen. The first is our hyperconverged appliances that we deliver, and the second is HPE Synergy, our composable, and the third is our hybrid IT management stacked software that we have. And we've got momentum across all of those. In Hyper Converged, you guys know we acquired SimpliVity, it closed in February. Got a lot of customers on that. We had Red Bull on-stage here at Discover talking about their use case of that in their racing. It was a packed house, people completely interested in all the things we're doing in hybrid IT. That's SimpliVity. Synergy, we now have almost 400 customers that have adopted Synergy. We started shipping in volume in December, and DreamWorks Animation is one of those customers, and real excited for you to hear a little bit about how they're using it, but we had, I think we had around 10 customers from Synergy across all kinds of verticals and use cases, including service providers that were on-stage here. And the final thing is our hybrid IT management stack, a program that we introduced here at Discover called Project New Stack. So, that's what's going on in Software Defined & Cloud, it's a lot right now. >> And we had a SimpliVity customer on by the way, they were really glowing. >> Yeah. >> Great to see that happen. >> That was a great story. >> Great story, Kate, so DreamWorks, you guys have a business, you've got to put a product out there and so you got to look at technology, make it work for you, and sometimes you got to get in the weeds, there's pieces and pieces, at the end of the day you got a product to deliver. How are you guys taking some of the things that are coming out at HPE and putting them into action? What are some of the things you're doing? >> Well, I think one of the things that is often surprising to people is just how much technology we consume to make a CG feature animated film. These films take 80 million compute hours to render the images, petabytes of storage and we're typically working on five or six active films in production because they take us four or five years to make. And so we want to be able to have the capability of releasing two or three films a year, we must have simultaneous production. But of course, not all of the productions are exactly the same, and we've also got other media opportunities, whether it's television or theme park. And so, what's critical to us is that we're actually able to provision the right amount of digital resource to the right project quickly and easily so that as those creative inspirations are growing and burgeoning at the studio, we've got the resource behind it in an effortless fashion. >> And how are you making that happen with the Synergy for example, because last year we were looking at thinking well this has got a lot of potential. I mean you can do it through the orchestration, making the management work kind of takes that, abstracts away a lot of the complexity. How are you guys dealing with that, I mean how have you put that into action? >> Well, we've been working within a hybrid environment for years now, so the idea of a hybrid environment isn't new to us. The key however, is that it's labor intensive. It's time-consuming. In order to get all of the right configurations of the networking and the storage, the compute to actually work in a realtime environment for our artists, that has taken us an enormous amount of effort over the years. What we're looking for in the Synergy deployment is to reduce those weeks down to days and those days down to hours. Once we're able to do that, our engineers can go off and focus on the niche technology solutions that actually matter to the artists. And that's where we want to get the business benefit. >> And with Synergy, compute, storage and fabric all managed under the same management domain. >> That's right. >> Single API that you can get access to all those resources, so it makes it super easy. It's the world's easiest way to do infrastructure as a service, it's built into the platform natively. >> That's right, and one of the things that's been so impressive to us is that we've been working with the Pointnext team to come in and actually configure this for our environment. Everybody uses a high-performance compute environment, but nobody's is exactly the same. The configure ability of this and the customability of this to our environment has been critical, and we've seen incredible benefits from that. >> So Ric, we kind of pushed you in theCUBE last year, cause you were saying "there's nothing like this in the marketplace". We said, okay define what's different. (John laughs) One of the things you touched on was the fluid pools of infrastructure. >> Yes. >> And Kate, what you just described is bringing technology to different digital teams. >> The dynamicism if you will. >> Absolutely. >> Being able to dynamically configure the thing, yes. >> So, let's test it. I mean, it sounds like that's exactly what you're doing, and how is this different than the infrastructure that you used to have? >> So, the reason that it's different is that we've got, we've got a simply said, a single infrastructure. We've got a compute farm, we've got storage, and historically what we had to do was actually partition off certain pieces of that for certain productions in order to protect their resources. The problem with that is that any given day, particularly in a creative environment, maybe they're using all of it, maybe they need more, maybe they need less. The challenge is is that historically if they needed less we can't reprovision that to another production in order to take advantage of their inspiration and their business motivations. Now we can. Now we have the opportunity to actually have the infrastructure be as dynamic as our creative environment, and that's saying a lot. >> And you can reconfigure those resources three clicks, five minutes, you literally can deprovision -- >> Kate: That's it. >> So the old way they're like bitchin and moanin, where's the servers? >> Absolutely. >> Right. >> And running around scrambling. >> They're on order. (all laugh) >> Six weeks. No this what we're talking about. >> Yeah. >> This is about speed, right? I mean this is -- >> It absolutely is. >> Alright, so I want to ask you a question about the HPE event. You mentioned you're here. So, a lot of people go to these events and they try and extract all the action. You've heard a lot of firsts, last year was Synergy first, big claim there. We're hearing some security stuff with servers here. >> Ric: Yeah. >> As a practitioner that comes to these shows, what's your strategy when you come to an event like HPE Discover, and obviously the schmooze is going on and getting wined and dined by HP, a big customer, but like when you go in there, what are you looking for, how do you connect the dots, what tea leaves do you read, what's your strategy? >> Well, I'll tell you, one of the things that really interests me about Discover is we've got a deep partnership with Hewlett-Packard Enterprise. We're talking to Hewlett-Packard Enterprise all the time. So we might actually think that we know what's going on. It's not true, there's so much innovation happening that when we bring our team to this show, we learn things that could really help our business. I'll give you a great example, so we learned this week about SimpliVity. Now, we had sort of heard about it, but we had not taken our time out of our schedules to really understand how that could help our VM environment. Our team's sitting in one of the panels this week, and he's texting other engineers on our team going "We have got to look at this next week at DreamWorks Animation". That's the kind of environment this is. I'll tell you something else, New Stack, we're going to lean heavy into New Stack because we believe that the innovation that we're seeing in that space is really, finally going to deliver on this promise of cloud that's been out there. >> What specifically about New Stack do you like? I want to just double down on that. Is it the rule of your own, is it the flexibility, what's the big thing there? >> Well, again this is one of those things where our team today is actually writing code and creating architectures that are sort of New Stack-like, but we're having to do it, we're having to invest our own time. It's trial and error, some of the things work some of the things don't, and that time is not being spent focused on our animation productions. The fact of the matter is, here's Hewlett-Packard actually doubling down and making sure that there is going to be a robust solution that works, that we can bring into our environment. >> We're in enterprises across the world every day. We're having these conversations, and most enterprises are doing kind of a roll-your-own cloud kind've thing. >> That's right. >> They're playing with OpenStack, they're playing with Kubernetes, they're playing with all these tools, they got a bunch of custom code, but we're really what we're trying to do with New Stack is take the best of what they're all trying to do, constrain that down, take our standard Software Defined infrastructure as the base, put a stack on top of that that they can count on to do a private cloud with bridge-to-hybrid capabilities, that's standard, that ships, that delivers and has updates, so that they're not messing around with it. Their developers don't want to spend time doing that, they just want to have a private cloud installation that has hybrid capabilites and have it installed. >> This is super relevant, this is super relevant, and we call you a tech athlete because you want to go out there and deliver value to your group and actually build products, right? >> That's right. >> The film. But Dave's team just put out the True Private Cloud Report which shows on PRAM, cloud-like environment, $260 billion dollar TAM, but the notable thing is that the labor costs were non-differentiated spend is going up by a $150 billion shifting in 10 years. >> Yeah. >> That's exactly the point here that you're talking about, is my guy's aren't working on the product that they need to be building. They're doing the R&D, so the OpenStack and all these things you're talking about, they're doing the R&D. Here, you're doing the R&D, delivering the product to the customer. >> Well and when we deliver that, we're still going to leverage all of those technologies. OpenStack is a key part of New Stack. Kubernetes is a key part of New Stack, but what we're doing is pulling that together so that they don't have to curate their own private cloud. >> Kate: That's right. >> We create that, deliver it in a way that's an appliance-like way, just like we deliver Hyper Converged today, in a controlled plane that manages that hybrid IT estate and gives them visibility into public cloud uses and private cloud, and it's really going to help them a lot, and it's going to help a whole lot of other customers cause we're making it standard and easily deployable. >> Well, we've seen this story unfold over this decade, where the corner office has said I don't want to spend money on that caching and provisioning. Okay, so go to the cloud. And then IT said, well, eh, we can't do that. (laughs) Okay, and so they get in with Hewlett-Packard Enterprise and others say what's the answer? Okay, but what you've described is this horizontal infrastructure capability that you can throw any workload at. >> That's right. >> And so my question is, what does it mean for the business? Does it mean you can do things faster, you have happier animators, you can do more movies, what does it mean? >> I think it means a couple of things. First of all, opportunity cost. In our business, a new opportunity for a creative endeavor, that comes up all the time, and the key is is that you want to be able to explore that as quickly as possible. Creative ideas work out sometimes, sometimes they don't, but they key is is that if takes you time and effort and money to just explore it, you've got an opportunity cost you don't want. >> Yeah, yep. >> Something like Synergy will allow us to provision resources to new ideas and new potentials quickly enough, easily enough, and at a cost-effective measure, so that we can actually determine which creative endeavors are going to work more quickly in our environment. That's a huge deal. >> So you were missing opportunities because of the infrastructure limitations, is that right? >> That's -- >> The mockups and everything have to get done. >> That's right! >> All the CG work. >> Again, when our filmmakers have a new idea for a new sequence, a new character, those types of characters, they take tremendous amounts of resources. I often talk about the dragon in Shrek. Back in 2001 we released Shrek, and it had this beautiful, huge pink dragon in it. And she was fantastic, but frankly she was so complex and so computationally heavy, we actually had to cut her out of parts of the film because we couldn't produce the shots she was in. Fast forward a few years, and we decide to make a movie called How to Train Your Dragon that's nothing but dragons. The key is is that we never want to be in a position again where we're tabling a great creative idea because we can't resource for it. And solutions like SimpliVity and Synergy and particularly where we're going with New Stack and the ability to actually harness the cloud without having to do all the work ourselves, that's going to bring that potential to reality. >> John: And then you know, your application in this opportunity cost is for your business. Other companies have apps, right? So their opportunity costs are very similar. >> That's right. >> John: This is the classic how shadow IT was born. >> Oh, yes! >> And people want to experiment, show proof of concept. Not a PowerPoint, an actual demo of real working product. It may not have the scale there, but you get to that point of where it's workable. >> Look, every business is facing some element of this right now, and I will tell you the other reason of the two reasons that I think that this is going to make a difference. It's future-proofing our environment. >> Ric: Yeah. >> The world is so dynamic right now, things are changing so quickly. Even in our environment with media and entertainment, the world of what people want to consume and how they want to consume it and the nature of how we're looking at innovation in both filmmaking techniques, as well as new media opportunities, the key in all of that is is that we have to be dynamic in order to be future-proofed. These types of solutions give us the confidence that we're actually putting the money in the right place. It's an investment in our future. >> Earlier you mentioned Pointnext services, and the narrative from Hewlett-Packard Enterprise is my inference is it's more cloud-like. Do different types of business models. Are you seeing that? I mean, is it more than just a new name, a new brand, are you starting to see an evolution of the way in which you engage with Hewlett-Packard services? >> We absolutely are, and it's one thing to talk about strategy, but at the end of the day, you don't call up your technology and have a conversation with it, you call up people. And what we're seeing is that Hewlett-Packard Enterprise is investing in a level of expertise within the Pointnext services organization that is unparalleled. That is a massive change over the course of the last five, six, 10 years. These folks are coming into our environment now and we're finding that we are inspired by their strategies. We're not having to teach them about our business, they're actually coming in with all of these other learnings that they've gotten from all of these corporations and they're looking at our ambitions and going hey, we think we've got some ideas here. I'll tell you, our engineers are hard to impress. >> That's the truth. >> They are used to, what was your phrase, rolling it on their own. >> Yeah. >> They are used to being responsible, and they have very little tolerance for actually giving other people time within our organization. Pointnext has blown them away. We could not be doing the work that we're doing on Synergy as quickly and as effectively, installation and strategy around that without the Pointnext team. >> Well, that's the proof, that is the proof in the pudding in my opinion when your people who are, I won't say cocky, but they're kind of, sounds like they're pretty cocky. (laughs) >> Ric: Confident. >> But that you're in a, you're in media entertainment. It is one of the most disruptive, being disrupted markets right now. Smart Cities, IoT, media entertainment it's, you're the leading trend in IT right now, media entertainment. >> And in our team, there's simply no tolerance at DreamWorks Animation for technology getting in the way of the business. The fact of the matter is technology always has to be enabling the storytellers, enabling the filmmakers, enabling the business and ambition. And the key is is that our engineering team, they feel responsible to that. One of the things that we're finding with the new Hewlett-Packard Enterprise, the Pointnext team, Ric's team with the Synergy deployments, is that we actually feel like we've got a partner that can up our own game. >> John: Good. >> And we do deep beta programs with them on everything that we're doing to make sure that we're meeting that next generation of what they need. It's a fantastic partnership. >> Well Ric, congratulations on the success, and Kate thanks for sharing all the great stories and your experience DreamWorks Animation. Great to see that trend, again media entertainment, you guys are doing great stuff. We're doing our share with digital TV here, we're not a, we live on the edge of the network with theCUBE here at HP Discover. With DreamWorks Animation, I'm John Furrier, Dave Vellante, stay with us for more day three coverage here in Las Vegas at HP Discover. We'll be right back. (tech music)

>> Announcer: TheCube presents HPE Discover 2022, brought to you by HPE. >> Welcome back to HPE Discover 2022, theCube's continuous wall to wall coverage, Dave Vellante with John Furrier. Keith Basil is here as the General Manager for the Edge Business Unit at SUSE. Keith, welcome to theCube, man good to see you. >> Great to be here, it's my first time here and I've seen many shows and you guys are the best. >> Thanks you. >> Thank you very much. >> Big fans of SUSE you know, we've had Melissa on several times. >> Yes. >> Let's start with kind of what you guys are doing here at Discover. >> Well, we're here to support our wonderful partner HPE, as you know SUSE's products and services are now being integrated into the GreenLake offering. So that's very exciting for us. >> Yeah. Now tell us about your background. It's quite interesting you've kind of been in the mix in some really cool places. Tell us a little bit about yourself. >> Probably the most relevant was I used to work at Red Hat, I was a Product Manager working in security for OpenStack and OpenShift working with DOD customers in the intelligence community. Left Red Hat to go to Rancher, started out there as VP of Edge Solutions and then transitioned over to VP of Product for all of Rancher. And then obviously we know SUSE acquired Rancher and as of November 1st, of 2020, I think it was. >> Dave: 2020. >> Yeah, yeah time is flying. I came over, I still remained VP of Product for Rancher for Cloud Native Infrastructure. And I was working on the edge strategy for SUSE and about four months ago we internally built three business units, one for the Linux business, one for enterprise container management, basically the Rancher business, and then the newly minted business unit was the Edge business. And I was offered the role to be GM for that business unit and I happily accepted it. >> Very cool. I mean the market dynamics since the 2018 have changed dramatically, IBM bought Red Hat. A lot of customers said, "Hmm let's see what other alternatives are out there." SUSE popped its head up. You know, Melissa's been quite, you know forthcoming about that. And then you acquire Rancher in 2020, IPO in 2021. That kind of gives you another tailwind. So there's a new market when you go from 2018 to 2022, it's a completely changed dynamic. >> Yes and I'm going to answer your question from the Rancher perspective first, because as we were at Rancher, we had experimented with different flavors of the underlying OS underneath Kubernetes or Kubernetes offerings. And we had, as I said, different flavors, we weren't really operating system people for example. And so post-acquisition, you know, one of my internal roles was to bring the two halves of the house together, the philosophies together where you had a cloud native side in the form of Rancher, very progressive leading innovative products with Rancher with K3s for example. And then you had, you know, really strong enterprise roots around compliance and security, secure supply chain with the enterprise grade Linux. And what we found out was SUSE had been building a version of Linux called SLE Micro, and it was perfectly designed for Edge. And so what we've done over that time period since the acquisition is that we've brought those two things together. And now we're using Kubernetes directives and philosophies to manage all the way down to the operating system. And it is a winning strategy for our customers. And we're really excited about that. >> And what does that product look like? Is that a managed service? How are customers consuming that? >> It could be a managed service, it's something that our managed service providers could embrace and offer to their customers. But we have some customers who are very sophisticated who want to do the whole thing themselves. And so they stand up Rancher, you know at a centralized location at cloud GreenLake for example which is why this is very relevant. And then that control plane if you will, manages thousands of downstream clusters that are running K3s at these Edge locations. And so that's what the complete stack looks like. And so when you add the Linux capability to that scenario we can now roll a new operating system, new kernel, CVE updates, build that as an OCI container image registry format, right? Put that into a registry and then have that thing cascade down through all the downstream clusters and up through a rolling window upgrade of the operating system underneath Kubernetes. And it is a tremendous amount of value when you talk to customers that have this massive scale. >> What's the impact of that, just take us through what happens next. Is it faster? Is it more performant? Is it more reliable? Is it processing data at the Edge? What's the impact of the customer? >> Yes, the answer is yes to that. So let's actually talk about one customer that we we highlighted in our keynote, which is Home Depot. So as we know, Kubernetes is on fire, right? It is the technology everybody's after. So by being in demand, the skills needed, the people shortage is real and people are commanding very high, you know, salaries. And so it's hard to attract talent is the bottom line. And so using our software and our solution and our approach it allows people to scale their existing teams to preserve those precious human resources and that human capital. So that now you can take a team of seven people and manage let's say 3000 downstream stores. >> Yeah it's like the old SRE model for DevOps. >> Correct. >> It's not servers they're managing one to many. >> Yes. >> One to many clusters. >> Correct so you've got the cluster, the life cycle of the cluster. You already have the application life cycle with the classic DevOps. And now what we've built and added to the stack is going down one step further, clicking down if you will to managing the life cycle of the operating system. So you have the SUSE enterprise build chain, all the value, the goodness, compliance, security. Again, all of that comes with that build process. And now we're hooking that into a cloud native flow that ends up downstream in our customers. >> So what I'm hearing is your Edge strategy is not some kind of bespoke, "Hey, I'm going after Edge." It connects to the entire value chain. >> Yes, yeah it's a great point. We want to reuse the existing philosophies that are being used today. We don't want to create something net new, cause that's really the point in leverage that we get by having these teams, you know, do these things at scale. Another point I'm going to make here is that we've defined the Edge into three segments. One is the near Edge, which is the realm of the-- >> I was going to ask about this, great. >> The telecommunications companies. So those use cases and profiles look very different. They're almost data center lite, right? So you've had regional locations, central offices where they're standing up gear classic to you machines, right? So things you find from HPE, for example. And then once you get on the other side of the access device right? The cable modem, the router, whatever it is you get into what we call the far Edge. And this is where the majority of the use cases reside. This is where the diversity of use cases presents itself as well. >> Also security challenges. >> Security challenges. Yes and we can talk about that following in a moment. And then finally, if you look at that far Edge as a box, right? Think of it as a layer two domain, a network. Inside that location, on that network you'll have industrial IOT devices. Those devices are too small to run a full blown operating system such as Linux and Kubernetes in the stack but they do have software on them, right? So we need to be able to discover those devices and manage those devices and pull data from those devices and do it in a cloud native way. So that's what we called the tiny Edge. And I stole that name from the folks over at Microsoft. Kate and Edrick are are leading a project upstream called Akri, A-K-R-I, and we are very much heavily involved in Akri because it will discover the industrial IOT devices and plug those into a local Kubernetes cluster running at that location. >> And Home Depot would fit into the near edge is that correct? >> Yes. >> Yeah okay. >> So each Home Depot store, just to bring it home, is a far Edge location and they have over 2,600 of these locations. >> So far Edge? You would put far Edge? >> Keith: Far Edge yes. >> Far edge, okay. >> John: Near edge is like Metro. Think of Metro. >> And Teleco, communication, service providers MSOs, multi-service operators. Those guys are-- >> Near Edge. >> The near edge, yes. >> Don't you think, John's been asking all week about machine learning and AI, in that tiny Edge. We think there's going to be a lot of AI influencing. >> Keith: Oh absolutely. >> Real time. And it actually is going to need some kind of lighter weight you know, platform. How do you fit into that? >> So going on this, like this model I just described if you go back and look at the SUSECON 2022 demo keynote that I did, we actually on stage stood up that exact stack. So we had a single Intel nook running SLE Micro as we mentioned earlier, running K3s and we plugged into that device, a USB camera which was automatically detected and it loaded Akri and gave us a driver to plug it into a container. Now, to answer your question, that is the point in time where we bring in the ML and the AI, the inference and the pattern recognition, because that camera when you showed the SUSE plush doll, it actually recognized it and put a QR code up on the screen. So that's where it all comes together. So we tried to showcase that in a complete demo. >> Last week, I was here in Vegas for an event Amazon and AWS put on called re:Mars, machine learning, automation, robotics, and space. >> Okay. >> Kind of but basically for me was an industrial edge show. Cause The space is the ultimate like glam to edge is like, you're doing stuff in space that's pretty edgy so to speak, pun intended. But the industrial side of the Edge is going to, we think, accelerate with machine learning. >> Keith: Absolutely. >> And with these kinds of new portable I won't say flash compute or just like connected power sources software. The industrial is going to move really fast. We've been kind of in a snails pace at the Edge, in my opinion. What's your reaction to that? Do you think we're going to see a mass acceleration of growth at the Edge industrial, basically physical, the physical world. >> Yes, first I agree with your assessment okay, wholeheartedly, so much so that it's my strategy to go after the tiny Edge space and be a leader in the industrial IOT space from an open source perspective. So yes. So a few things to answer your question we do have K3s in space. We have a customer partner called Hypergiant where they've launched satellites with K3s running in space same model, that's a far Edge location, probably the farthest Edge location we have. >> John: Deep Edge, deep space. >> Here at HPE Discover, we have a business unit called SUSE RGS, Rancher Government Services, which focuses on the US government and DOD and IC, right? So little bit of the world that I used to work in my past career. Brandon Gulla the CTO of of that unit gave a great presentation about what we call the tactical Edge. And so the same technology that we're using on the commercial and the manufacturing side. >> Like the Jedi contract, the tactical military Edge I think. >> Yes so imagine some of these military grade industrial IOT devices in a disconnected environment. The same software stack and technology would apply to that use case as well. >> So basically the tactical Edge is life? We're humans, we're at the Edge? >> Or it's maintenance, right? So maybe it's pulling sensors from aircraft, Humvees, submarines and doing predictive analysis on the maintenance for those items, those assets. >> All these different Edges, they underscore the diversity that you were just talking Keith and we also see a new hardware architecture emerging, a lot of arm based stuff. Just take a look at what Tesla's doing at the tiny Edge. Keith Basil, thanks so much. >> Sure. >> For coming on theCube. >> John: Great to have you. >> Grateful to be here. >> Awesome story. Okay and thank you for watching. This is Dave Vellante for John Furrier. This is day three of HPE Discover 2022. You're watching theCube, the leader in enterprise and emerging tech coverage. We'll be right back. (upbeat music)

>>Welcome back to the cubes. Continuous live coverage of AWS reinvent 2021 live from Las Vegas. It's I'm Lisa Martin. And it's so great to say that we are doing with AWS and its massive ecosystem of partners. One of the most important hybrid tech events of the year. We've two sets over a hundred guests to remote studios, lots going on. I've got an alumni back with me and a new guest. Please. Welcome back. Sabina. Jo said the GM of technology partners at AWS and Neil Fowler joins her is the GM of micro-focus AMC. And you're going to tell me what AMC stands for >>Application modernization and >>Connectivity. I love it. Awesome guys. It's great. It's great to see you again in person. Thank you for having us. It's great to have the buzz. I know it's gonna be a little bit hard to hear, but great to have. AWS has done a phenomenal job of getting everyone in here safely. I want to give them kudos to that. So being to talk to me with, it's been a while since I've seen you in person, but talk to me about your current role at AWS. What's going on? >>Yeah, so I'm the general manager for technology partnerships globally out of the Americas. We also help partners out of EMEA and APAC grow in the Americas. And one of the great examples of a successful partnership is micro-focus with their solutions across application modernization security, database services, mainframes. >>And so from your perspective, through your lens, how do you think they're performing as a partner? Yes. >>So, um, first of all, kudos to Neil and the entire micro-focus team. They have done a great job leaning in with a cloud first strategy with SAS solutions on AWS and these solutions help customers across application modernization, application, delivery, security, cyber resiliency, database services, and also it performance management. And we've been working with them now for a few years. And in fact, today we have actually 400 customer wins together regulations and then also eight digit annual recurring revenue. They have six active listings in marketplace and all of this is really helping customers move their workloads and modernize their workloads into AWS. >>We've seen that such an acceleration nail in the digital transformation cloud adoption. The pandemic has really been a forcing function for that. There are some silver linings, but talk to me about some of the things that you've seen at micro-focus the last 20 months or so. And how have you helped those 400 customers, you know, getting to that big ARR, how are you helping them with that acceleration? >>Well, I think as you're saying that there's lots of changes in the last 12 to 18 months, some of it brought on by the pandemic and the change in business in business to having to respond, deliver solutions more quickly to the market, as well as remote working. So optimizing and the economic environment of costs, but being there to be more dynamic, it really has caused businesses to have to do something different than just to be able to survive and serve their customers better. That was a >>Big thing that we saw in the very beginning. It was not survival mode. And then of course it wasn't too long when we started seeing those survivors really start to thrive. And you started seeing who were going to be the winners of tomorrow. Cause the thing is every company, these days is a data company. If it's not, it's going to be passed up by competitor, that's right there in the rear view mirror. >>For sure. And so we've got, you know, organizations, so running mainframes, you know, older applications, legacy applications, modernization, where are most industries in terms of adopting that, the mindset, first of all, that they need to change? Well, I think across the whole industry, I mean, it doesn't matter whether it's retail. I mean, if you think about airlines with when the, when the pandemic hit business went down to, unless they've got that elastic nature of flashy to respond to it, but everyone had to bring in new services, new offerings very quickly. So the ability to be able to innovate in their environments and bring more solutions to their customers in a really fast way, you know, they couldn't just sit there and work with what they had. They had to move forward just to be able to stay in the business, but also be able to reduce the costs out of what they're trying to do. So running and transforming at the same time. >>Absolutely. And so how can organizations integrate existing core applications with new technologies to really be able to thrive in today's dynamic market? >>We look at modernization overall. We think of it in sort of three different ways with application process and infrastructure. So with a move to cloud, that's the infrastructure modernization they've immediately got far more access to more scalable dynamic elastic, compute resources, as well as all the technology platforms they have around. And then if you look at the application size and that's where the Microfocus platform comes in, we can help customers actually move those applications forward in terms of making them available through API APIs, maybe as a journey to microservices and cloud native. But once that core business logic and that data is available, it can be integrated into artificial intelligence machine learning and actually rained out the whole solution. So the final part of that from the process modernization, if you, as they're developing these applications with new tools, new ranges, in terms of where they can deploy on the AWS platform, they can automate the build deployment and operations so that all those existing applications and they were running on to contemporary platform with full access to the technologies that were available. >>That's fantastic and so necessary for businesses in any industry. So can you talk about some of the different business units of micro-focus? Are there any ones in particular that you want to call out? >>Yeah, so we work with them across all of their business units, but some of them that come to my mind is of course, Neil and team are doing a great job with application modernization and connectivity, really helping customers modernize the applications. And as customers are modernizing the applications, their cyber resiliency business unit is helping customers secure those applications. And then they also have their it operations management bridge product listed in marketplace. And then just since September are verdict a business unit launch Vertica accelerator on AWS. So I think they have a very holistic story to help customers >>On AWS. Talk to me a little bit, Neil, about cyber resiliency. We have seen such a dramatic change in cybersecurity in the threat landscape the last 20 months. I think I saw a stat recently that ransomware was up almost 11 X in the first half of 2021. Every, every day that companies had had a company, that data is gotta be secure. It's no longer a nice to have. That is a core requirement. How are you helping customers achieve that cyber? >>Well, the thing is, I mean, as you say, across the whole spectrum from cyber, from, from the identity access management through data encryption, through data protection, it's not, it's not a nice to actually say it's not a nice to have Kate take capability. You really have to have an integrated solution to be able to manage access control it, and also generating the events in terms of being able to, if anyone tries to get into the systems and log it because, you know, before, by the time you've discovered something it's too late, so you really need a combined solution for multi-factor authentication to really take it to that next level. >>Absolutely. Right. Once you've detected it, it's too late. And I mean, with ransomware as a service, cyber criminals are getting so much more sophisticated and also more brazen. There's so much money in it that the security front is, is I think even more interesting now than it's ever been. Talk to me about some joint customers and how you've helped them together with AWS with micro-focus achieve some of those key outcomes that you were talking about earlier. Well, I think >>Obviously with AWS as a platform has quite over a technology solutions going in, what we often find with our customers is a lots of, um, they're coming from an existing on-prem solution. So they need that hybrid model. So as part of taking that forward, been able to have that integrated solution that allows them to work both on-prem and as part of the cloud, most of it all being hooked up now, even that from even down to the, uh, as they're developing the applications now to do static code analysis, to help those applications be more secure with things like 40 pound demand, as well as integrating internet security platform for multifactor. So I think as you know, it's a combination of Brunel to bridge between all the different technologies, but have one single view of mail to protect the whole real estate, multiple layers for both external and internal threat. So that's, that's the other thing you also need to take into and can be able to protect all, all layers multi-layered approach. >>Absolutely. But you're right. The internal threats is something that we don't talk about as much, but that is obviously a substantial problem for organizations and most, if not any industries to be, to talk to me a little bit about, let's kind of get into the, the responsibilities that you have a little bit more in there. You've got responsibility for multiple solutions segments at AWS. You told me before we went live, you have 50 meetings this week. My goodness. And since day one, it taught all good. It's fun, fun. It is. Talk to me about AWS approach to partnering. What does it look like? What are some of the things that you think are really critical components? Yeah. >>So as you may have heard, we always start with the, at Amazon and AWS, we start with the customer. We work backwards when we are relaunching our products, our programs or services, you really go and ask the customers, what do you want us to develop? Where do you want us to focus the resources? It takes a lot of discipline to do that, but it's something that where we really want to walk the talk and we use the same approach with our partners when we started to work with micro-focus, we really kind of want to make sure that what we are working on together is what customers want, because we firmly believe that once you lay that foundation of that solution, you can scale your business a lot more quicker. Your story is a lot more simple and the customers are going to find a lot of value in what you are doing together. So it's really all about the customer for us. It is >>Absolutely critical, right? That's the whole point that the whole reason that we're here now, talk to me a little bit about maybe some cultural alignment with AWS, that customer first customer obsession. It sounds like at Microfocus, very similar. >>Absolutely. I mean, the way that we always think about how we're building our products, it's all around customer centric innovation. So that aspect of trying to make sure that we can solve what the business, understanding what the customers are trying to do to then help develop, to deliver solutions that meet that and that combination of a, the way that we look at it from that infrastructure modernization and the range of technologies that are available and that relentless focus on making customer successful is so key. But we have to make sure that that collaboration works together to make sure that the solutions align and we're helping customers get there together >>In your customer conversations. I imagine they've changed quite a bit during the pandemic with so many things being escalated to the C-suite to the board. How have your, how important is that cultural alignment between AWS and Microfocus from your customer's perspective? Is it something that comes up fairly often? Well, >>It's, it's a, I think it, when you actually get a mismatching culture, it's more obvious. So don't think that necessarily people are looking for it to say, I need organizations, but if you're not thinking the same way, you're not behaving the same way and actually partnering. I think that partnering part of it is really important because you're both working together to come up with that desired outcome. So I think it's more, more obvious when it isn't a good match as opposed to what it looking for that particular site. But I think that's a really key aspect in the sense of working together to help that customer be successful. >>Right? That's a great point that you bring up, but it's probably more obvious when it isn't working than when it's beautifully aligned, falling into place and really focused on that customer. So what are some of the things that attendees can, can feel and see and learn at the micro-focus booth at this year's reinvent nail, >>As well as obviously the key Roundup application modernization, where we're looking at the mainframe modernization on the site, we've got the full range of the Microsoft booth in terms of cyber resilience, as well as our, uh, item, my top, uh, it operations management or ADM portfolios. So we've got a lot of technologies which we can learn about in the booth interactive as well as all by experts to understand how we can do all these things and work together as part of the AWS platform to be able to deliver those solutions. >>Excellent. I'm sure there will be plethora of, of knowledge shared at the booth there. Last question, Neil, for you, talk to me about the vision going forward with the partnership. What are some of the things that you're looking forward to as we end 2021 and go into hopefully what is a better year, 2022? >>You know, one of the key things, you know, especially range, no one might, my passionate areas is helping our customers really look in terms of building the platform of the future. We can help solve their customer the problems today, but we're really trying to create that innovation platform to going through. So again, that combination of the technologies that we can bring to help our customers and the breadth and the investment that AWS continue making in the platform, those two combinations really helps us help our customers, not just solve today's problems, who really move into the forward to be the platform for innovation for the next decade. >>And that's really critical that that future ready state that is so undefined most of the time, I mean, none of us saw the pandemic coming, all right. That was a complete shock, but to be able to partner together, to help your customers really set up the foundation to be innovative as things happen that we can't even predict is really critical. So congratulations on your 400 customer wins your eight digit ARR. That's fantastic. Yes, we thank you so much for joining us on the queue, talking about the Microfocus AWS partnership and all of the successes that you guys have had. Great job. And I hope that you have cough drops and a lot of water this week. Sabina. I hope you do too guys. Thanks for joining me. Pleasure for my is I'm Lisa Martin. You're watching the cube, the global leader in live tech coverage.

>> Welcome back to Los Angeles. TheCUBE is live. I can't say that enough. The cube is live. We're at KubeCon Cloud Native Con 21. We've been here all day yesterday, and today and tomorrow I'm talking with lots of guests, really uncovering what's going on in the world of Kubernetes. Lisa Martin, here with Dave Nicholson. We've got some folks. Next we're going to be talking about a customer use case, which is always one of my favorite things to talk about. Please welcome Micah Coletti, the principal platform engineer at CHG healthcare, and Venkat Ramakrishnan VP of products from Portworx by Pure Storage, guys welcome to the program. >> Thank you. >> Happy to be here. >> Yeah. So Micah, first of all, let's go ahead and start with you. Give the audience an overview of CHG healthcare. >> Yeah. So CHG healthcare, we're a staffing company. So we try like a little companion. So our clients are doctors and hospitals, so we help staff hospitals with temporary doctors or even permanent placing. So we deal with a lot of doctors, a lot of nursing and we're a combination of multiple companies. So CHG is the parent. So, and yeah, we're known in the industry as one of the leaders in this field and providing hospitals with high quality doctors and nurses. And, you know, our customer service is like number one, and one of the things our CEO is really focused on is now how do we make that more digital? How do we provide that same level of quality of service, but a digital experience as rich for her. >> I can imagine it was a massive need for that in the last 18 months alone. >> COVID definitely really raised that awareness up for us and the importance of that digital experience and that we need to be out there in the digital market. >> Absolutely. So you're a customer port works by pure storage, we're going to get into that, but then Venkat talk to us about what's going on, the acquisition of port works by pure storage was about a year ago. Talk to us about your VP of products what's going on. >> Yeah, I mean, you know, first of all, I think I could not say how much of a great fit for a Portworx will be part of pure storage, it's, pure itself is a very fast moving, large startup that's a dominant leader in the flash and data center space, and, you know, pure recognizes the fact that Kubernetes is the new operating system of the cloud is not how, you know, it's kind of virtualizing the cloud itself, and there's a, you know, a big burgeoning need for data management and Kubernetes and how you can kind of orchestrate workloads between your on-prem data centers and the cloud and back. So Portworx fits right into the story as complete vision of data management for our customers, and it's been phenomenal. Our business has grown as part of being part of a pure, and you know, we're looking at launching some new products as well, and it's all exciting times. >> So you must've been pretty delighted to be acquired as a startup by essentially a startup because, because although pure has reached significant milestones in the storage business and is a leader in flash storage still that that startup mindset is absolutely unique. That's not, that's not the same as being acquired by a company that's been around for a hundred years seeking to revitalize itself. >> Absolutely. >> Can you talk a little bit about that aspect? >> Yeah, So I think, you know, purist culture is a highly innovation-driven and it's a very open, flat culture, right? I mean, it's, everybody in pure is accessible. It can easily have a composition with folks and everybody has his learning mindset and Portworx is and has always been the same way. Right? So when you put these teams together, if we can create wonders, I mean, we right after the acquisition, just within a few months, we announced an integrated solution that portworx orchestrates volumes and file shares in pure splash products and then delivers as an integrated solution for our customers, and pure has a phenomenal cloud-based monitoring and management system called pure one that we integrated well into. Now, we're bringing the power of all of the observability that pure's customers are used to for all of the corporate customers, and I've been super happy, you know, delegating that capability to our customers and our customers are delighted. Now they can have a complete view all the way from Kubernetes app to the flash. and I don't think any one company in the planet can even plan they can do that. >> I think it's fair to acknowledge that pure one was observability before observability was a word that everyone used regularly. >> Yep. >> Sounds very interesting. >> Micah Talk to us about, obviously you are a customer. CHG is a customer of Portworx now Portworx by Pure Storage. Talk to us about the use case. What, what was the compellent? Was there a compelling event and from a storage perspective that led you to Portworx in the first place. >> So we beat, they began this, our CEO base came to the vision, we need to have a digital presence we need enhances. and this was even before COVID. So they brought me on board and my, my manager read glossary. We basically had this task to, how are we going to get out into the cloud? How are we going to make that happen? And we chose to follow a very much a cloud native strategy and the platform of choice, I mean, it just made sense with Kubernetes. And so when we were looking at Kubernetes, we were starting to figure out how we're doing. We knew that data is going to be a big factor. You know, being a, provide data. We're very much focused on an event driven. We're really pushing to event driven architecture. So we leverage Kafka on top of Kubernetes, but at the time we were actually leveraging Kafka with a MSK down, out in AWS, and that was just a huge cost to us. So I came on board, I had experienced with Portworx, a prior company before that, and I basically said, we need to figure out a great storage relay overlay. and the only way to do is we got to have high performance storage, we've got to have secure. We got to be able to backup and recover that storage. And the Portworx was the right match. And that allowed us to have a very smooth transition off of MSK onto Kubernetes saving us a significant amount of money per month, and just leverage that already existing hardware that our existing compute memory and just, and the, and move right to Portworx. >> Leveraging your existing investments. >> Exactly. >> Which is key, >> Very key, very key so. >> So how common are the challenges that when you guys came together with CHG, how common are the challenges? >> It's actually a, that's a great question. You know, this is, you know, I'll tell you the challenges that Micah and his team are running into is what we see a lot in the industry where people pay a ton of money, you know to other vendors are, you know, especially in some cases use some cloud native services, but they want to have control over the data. They want to control the cost and they want higher performance and they want to have, you know, there's also governance and regulatory things that they need to control better. So they want to kind of bring these services and have more control over them. Right? So now we will work very well with all of our partners, including the cloud providers, as well as, you know, on-prem and server vendors and everybody, but different customers have different kinds of needs. And Portworx gives them that flexibility. If you are a customer who want, you know, have a lot of control over your applications, the performance, the latency, and want to control costs very well and leverage your existing investments Portworx can deliver that for you in your data center. Right now, you can integrate that with pure slash and you get a complete solution, or you want to run it in cloud, and you still want to have leverage the agility of the cloud and scale Portworx delivers a solution for you as well. So it kind of not only protects their investment its future proves their architecture, you get future proving your architecture completely. So if you want to tear the cloud or burst the cloud, you have a great solution that you can continue to leverage >> Micah, when you hear future-proof and I'm a marketer. So I always go, I love to know what it means to different people. What does that mean to you in your environment? >> My environment. So a future-proof means like one of the things we've been addressing lately, that's just a real big challenge. And I'm sure it's a challenge in the industry, especially the Q and A's is upgrading our clusters. The ability to actually maintain a consistent flow with how fast Kubernetes is growing, you know, they're, they they're out. I think he cast, we leverage the cast. So it's like 121 or 122 now, and that effort to upgrade a cluster, it can be a daunting one. With Portworx, we actually were able to make that to where we could actually spin up a brand new cluster. And with Portworx shift, all our applications, services, data migrated completely over, Portworx handles all of that for us and stand up that new cluster in, in less than a day. And that effort, I mean, it would take us a week, two weeks to do so, not even man hours and time spent there, but just the reliability of being able to do that in the cost, you know, instead of standing up a new cluster and configuring it and doing all that and spending all that time, we can just really, we move to what we call blue green cut-over strategy. And Portworx is an essential piece of that. >> So Venkat, is it fair to say that there are a variety of ways that people approach Portworx from a value perspective in terms of, I know that one area that you are particularly good in is the area of backups in this environment, but then you get data management and there's a third kind of vector there. What is the third vector? >> As all of the data services, >> Data services, >> Yeah Like for example, deep database as a service on any Kubernetes cluster feed on your cloud or your on-prem data centers. >> Which data, what kind of databases are you talking about? >> I mean we're talking about anything from Reddit Kafka, Post-stress my sequel console, we are supporting. We just announced something called a Portworx Data Services Offering that essentially delivers all these databases as a service on any Kubernetes cluster that a customer can point to and lets them kind of get the automated management of the database from day one to day three, the entire life cycle, you know, through regular Kubernetes, scoop cuddle experience through APIs and SDKs and a nice slick UI that they can, you know, that's, role-based access control and all of that, that they can completely control their data and their applications through it. And you know, that's the third vector of Portworx office. >> Micah a question for you. So Portworx has been a part of pure storage? You've known it since obviously for several years before you were at CHG, you brought it to CHG. You now know it a year into being acquired by a fast paced startup. Talk to me about the relationship and some of the benefits that you're getting with Portworx as a part of pure storage? >> Well, I mean, one of the things I, you know, when I heard about the acquisition, my first thing was, I was a little bit concerned is that relationship going to change? And when we were acquiring, when we were looking at adopting Portworx, one thing I would tell my management is Portworx is not just a vendor that wants to throw a solution on you and provide some capability. They're a partner. They want to partner with you and your success in your journey and this whole cloud native journey to provide this rich digital experience in the, for not only our platform engineering team, but our Dev teams, but also be able to really accelerate the development of our services. So we can provide that digital portal for our end users. And that didn't change. If anything, that it accelerated that relationship did not change. You know, I came to Venkat with an issue. We just we're, we're dealing with, he immediately got someone on a phone call with me. And so that has not changed. So it's really exciting to see that now that they've been acquired, that they still are very much invested in the success of their customers and making sure we're successful. You know, it's not all of a sudden. I was worried I was going to have to do a whole different support PA process, and it was going to go into a black hole. Didn't happen. They still are very much involved with their customers. >> It's sounds kind of Venkat similar to what you talked about with the cultural alignment. I've known here for a long time and they're very customer centric sounds like one of the areas in which there was a very strong alignment with Portworx >> Absolutely. and Portworx has always taken pride in being customer first company. Our founders are heavily customer focused. You know, they are aligned. They want, they have always aligned. our portraits business to our customers' needs. Now Pure is a company that's maniacally focused on customers, right? I mean, that's all in a pure pounder cars and everybody cared about. And so, you know, bringing these companies together and being part of the Pure team, I kind of see how, how synergistic it is. And, you know, we have, you know, that has enabled us to serve our customer's customers even better than before. >> So I'm curious about the two of you personally, in terms of your, your histories, I'm going to assume that you didn't both just bounce out of high school into the world of Kubernetes, right? So like Lisa and I you're spanning the generations between the world of say virtualization based on x86 architecture, virtualization, where you're not, you don't have microservices, you have a full blown operating system that you're working with. Kind of talk about, you know, Micah with you first talk about what that's been like navigating that change. We were in the midst of that. Do you have advice for others that are navigating that change? >> Don't be afraid of it. You know, a lot of people want to, you know, I call it we're moving from where we're name me. We still have cats and dogs. They have a name that the VMs either whether or not they're physical boxes or their VMs to where it's more like, he'd say cattle, you know, it's like we don't own the OOS and not to be afraid of afraid of that, because change is really good. You know, the ability for me to not have to worry about patching and operating system, it's huge, you know, where I can rely on someone like EKS and, and the version and allow them to, if a CV comes out, they let me know. I go and I use their tools to be able to upgrade. So I don't have to literally worry about owning that OOS and containers as the same thing. You know, you, you know, it's all about being fault-tolerant right. And being able to be changed or where, you know, you can actually roll out a new version of a container, a base image with a lot of ease without having to go and patch a bunch of servers. I mean, patch night was hell and sorry if I could say that, but it was a nightmare, you know, but this whole world has just been a game changer with that. >> So Venkat from your perspective, you were coming at it, going into a startup, looking at the landscape in the future and seeing opportunity. What what's that been like for you? I guess the question for you is more something, Lisa and I talk about this concept of peak Kubernetes, where are we in the wave? Is this just, is this just the beginning? Are we in the thick of it? >> I think I would say we're kind of transitioning from early adopters, early majority phase in the whole, you know, crossing the chasm analogy, right? So I would say we're still early stages of this big wave. That's going to transform how infrastructure is built. Apps are apps are built and managed and run in production. I think some of the pieces, the key pieces are falling in place and maturing. There are some other pieces like observability and security, you know, kind of edge use cases need to be, you know, they're kind of going to get a lot more mature and you'll see that the cloud, as we know today, and the apps, as we know today, they're going to be radically different. And you know, if you're not building your apps and your business on this modern platform, on this modern infrastructure, you're going to be left behind. You know, I, my wife's birthday was a couple of days ago. I was telling the story to my couple of friends is that I, I used another flowers delivery website. They miss delivering the flowers on the same day, right. So they told me all kinds of excuses. Then I just went and looked up a, you know, like door dash, which is delivers, you know, and then, you know, like your food, but there's also flower delivery and door dash and I don't do I door dash flowers to her, and I can track the flower delivery all the way she did not need them, but my kids love the chocolates though. Right. So, and you know, the case in point is that you cannot be in a building, a modern business without leveraging the model tool chain and modern tool chain and how the business is going to be delivered at that thing is going to be changing dramatically. And those kinds of customer experience, if you don't deliver, you're not going to be successful in business. And Kubernetes is the fundamental technology that enables this containers is a fundamental piece of technology that enables building new businesses, you know, modernizing existing businesses. And the 5G is going to be, there's going to be new innovations. It's going to get unleashed. And again, Kubernetes and containers enable us to leverage those. And so we're still scratching the surface on this. It's big. Now, it's going to be much, much bigger, you know, as, as we go into the next couple of years. >> Speaking, scratching the surface, Micah, take us out in the last 30 seconds or so with where CHG healthcare is on institutional transformation, how is Portworx facilitating that? >> So we're, we're right in the thick of it. I mean, we are, we still have what we call the legacy. We're working on getting those, but I mean, we're really moving forward to provide that rich experience, especially with event driven platforms like Kafka and Kubernetes and partnering with Portworx is one of the key things for us with that. And AWS along with that. But we're a, and I remember I heard a talk and I can't, I can't remember her name, but he talked about how, how Pure Kubernetes is sort of like the 56K modem, right. You're hearing it and see, but it's got to get to the point where it's just there. It's just the high-speed internet and Kelsey Hightower. That's great. But yeah, and I really liked that because that's true, you know, and that's where we are. We're all in that transition where we're still early, it's still at 50. So you still want to hear note, you still want to do cube CTL. You want to learn it the hard way and do all that fun stuff. But eventually it's going to be where it's just, it's just there. And it's running everything like 5G. I mean, stripped down doing micro, you know, Kate's things like that. You know, we're going to see it in a lot of other areas and just periphery and really accelerate the industry in compute and memory and storage, and. >> Yeah, a lot of acceleration. Guys thank you. This has been a really interesting session. I always love digging into customer use cases. How CHG is really driving its evolution with Portworx. Venkat, thanks for sharing with us, What's going on with Portworx a year after the acquisition. It sounds like all good stuff. >> Thank you. Thanks for having us. >> Pleasure. All right. For Dave Nicholson, I'm Lisa Martin. You're watching theCUBE live from Los Angeles. This is our coverage of KubeCon Cloud Native Con 21.

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

>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS and our community partners. Hey, is Keith Townsend, principal at CTO Adviser, and you're watching the Cube virtual coverage of AWS reinvent 2020. I'm really excited whenever we get toe talk to actual end users. Builders. The conversation is dynamic. This is no exception. Back on the show, Al Vanish despondent head off architectures at logic I've been ish. Welcome back to the show. >>Thanks, Kate. Good to be here >>and on the other side of my screen or how you depend on how you're looking at it is Anthony Brooks Williams C E O off HBR Anthony, Welcome back to the Cube. I know your kind of tired of seeing us, but the conversation is gonna be good, I promise. >>Thanks very much. Look forward to being here and great as you said to talk about a use case for the customer in the real world. >>So I'll be let's start off by talking about lodge attacking. What are you guys doing in a W s in general? I mean, e no. Every company has public cloud, but Logitech and AWS and Public Cloud doesn't naturally come to mind. Help educate the audience. What do you guys doing? >>Sure, so traditionally, audience knows Logitech as the Mice and keyboard company, but we do have a lot of brands which are cool brands off logic tech If you know about gaming, Logitech G is a huge brand for us. We are in video collaboration space. We compete with the likes off Ciscos of the world, where we have hardware that goes on bond works with Zoom Google as well as Microsoft ecosystems. That has been a huge success in a B two b well for us. Beyond music industry gaming as an Astro gaming Jay Bird head phones for athletes. We are also in security system space. On top of that were also in the collaboration space off streaming as in stream labs so a Z can see logic has grown toe where that a lot off use cases, apart from just peripherals, is out there. We connected devices, so we're also looking to move towards a cloud ecosystem where we could be in on on our toes, toe provisioning information on DNA, make sure we are computing to the best of the world. So we are in AWS. We do a lot more in AWS now, compared to what we used to do in the past last five years has seen a change and a shift towards more cloud public cloud usage pure SAS environments in the ws as well And we provisioned data for analysis and essentially a data driven enterprise. Now more so on V as we move towards more future >>and Anthony talked to me about not necessarily just largest heck, but the larger market. How are you seeing companies such as logic? Heck take advantage off A W s and Public cloud. >>Yeah, but I think you mean ultimately we've seen it accelerated the show. Me Castle's just looking for a better way to connect with their prospects, you know, and leverage data in doing so. And we've seen this this driver around digital transformation and that's just being sped up the shirt, given what we've seen around covert and so a lot more companies have really pushed forward and adopting, you know, the infrastructure and the availability off systems and solutions that you find in a platform such as AWS on bets that we've seen grand deduction from our side of customers doing that, we provide the most efficient way of protesters to move data to so platforms such as I don't yes, and that's what we've seen. A big uptick picture. >>So let's focus the conversation around data data, the new oil. We've heard the taglines. Let's put some meat on the bone, so to speak and talk through How are you at logic Tech using real time data in the public cloud? >>Sure, Yeah. I mean, traditionally, if you look at it, uh, logic could selling hardware. Andi hope it >>works for >>the end consumer. Uh, we would not necessarily have an insight into how that product is being used. I think come fast forward. Today's world. It's a connected devices environment. You want to make sure when you sell something, it is working for that consumer. You would want them to be happy about that product, ensuring a seamless experience. Eso customer experience is big. You might want to see a repeat customer come about right. So So the intent is to have a lot off. It is connected experience where you could provisional feedback loop to the engineering team toe to ensure stability off the product, but also enhancements around that product in terms off usage patterns. And and we play a big role with hardware in what you're gaming, for example. And as you can see, that whole industry is growing toe where everything is connected. Probably people do not buy anything, which is a static discussing thing. It's all online gaming. So we want to ensure we don't add Leighton. See in the hardware that we have, ensuring a successful experience and repeat customers right? The essential intent is at the end of the day, to have success with what you sell because there's obviously other options on the market and you want to make sure our customers are happy with the hardware they are investing. Maurin that hardware platform and adding different, very fills along with it so that seamless experiences where we wanna make sure it's connected devices to get that insight. We also look at what people are saying about our products in terms off reviews on APS are on retail portals to ensure we we hear the wise off customer on channel. How's that energy in a positive way to improve the products as well as trying to figure out if there are marketing opportunities were you could go across sailing up cells, so that's essentially driving business towards that success, and at the end of it, that would essentially come up with a revenue generation model >>for us. So Anthony talked to me about how HBR fits into this, because when I look at cloud big, that can be a bit overbearing, like, where's where's the starting point? >>So I mean, for us, you mean the starting point Answer questions around. Acquiring the data data is generated in many places across organizations in many different platforms and many systems. And so we have the ability to have a very efficient technique in the way we go acquire data the way we capture data through this technique called CBC Chinese share the capture where you're feeding incremental updates off off the data across the network. That's the most efficient way to move this data. Firstly, across a wide area network cloud is an endpoint. Uh, you mean off that, And so, firstly, we specializing in supporting many different source systems and so we can acquire that data very efficiently, put it into our into a very scalable, flexible architecture that we have. That's that's a great foot for this modern world of great foot for the cloud. So not only can we capture data from many different source systems, their complexities and a lot of these type of the moments that customers have, we could take the data and move it very efficiently across that network at scale. Because we know, as you've said, data is the new oil that's the lifeblood of organizations today. So we can move that data efficiently at scale across the network and then put it into a system such a snowflake running in AWS like we do for a hobby and a larger taken. So that's really where we fit. I mean, we can, you know, we support data taken from many sources, too many different target systems. We make sure that data is highly accurate. When we move that data across that matches what was in the source of matches, what's in the in the target system. And we do that in this particular use case and what we see predominantly today, the source systems are capturing the data typically today. Still generated on Prem could be data that's sitting in an SFP environment. Unpack that data. Decode that data is to be complex to get out and understand it on moving across and put it in their target system, that predominance sitting in the cloud for all the benefits that we see that the cloud brings around elasticity and efficiency and operational costs the most type of things. And that's probably human in where we fit into this picture. >>You know, I think if I add a little bit there, right, So to Anthony's point for us, we generate a lot of data. You're looking at billions off rolls a day from the edge where people like you and I are using logic devices and we also have a lot off prp transactions That going so the three V s Typically that they call about big data is like the variety off data volume of data at velocity that you want to consume it. So the intent is if you need to be data driven, the data should be available for business consumption as it is being generated very near real time, and that the intent for some of these platforms like H we are, is How efficiently could you move that data, whether it's on Prem or a different cloud into AWS on giving it for business consumption of business analysis in near real time. So you know we strive, Toby Riel time. Whether it's data from China in our factory, on the shop floor, whether it's being generated from people like you and I playing a game for eight hours on generating so many events, we're gonna ensure all that data is being available for business analysis and gone out of those days where we would load that data once a day. And in the hope that we do a weekly analysis right today, we do analysis on make business decisions on that data as the data is being generated. And that's the key to success with such platforms, where we want to make sure we also look at build vs buy rather than us doing all that core and trying toe in just that data we obviously partner with which we are in certain application platforms to ensure stability off it. And they have proven with their experience the I P or the knowledge around how to build those platforms, which even if we go build it, we might need bigger teams to build that. I would rather rely on partners for that capability. And I bring more business value by enabling and implementing such solutions. >>So let's put a little color around that skill whenever I talk to CDOs. Chief data officers, data architects One of the biggest problems that they have in these massive systems you're talking about getting data from E. AARP uh, Internet of things devices, etcetera is simple data transformation. E t l data scientists spend a good droid at a time, maybe sometimes 80% of their time on that data transformation process that slows down the ability to get answers to critical business. Analytic questions. How is HBR assistant you guys and curling down at time for detail? >>Absolutely. So we we do not. We went to cloud about five years back, and the methodology that you talk about e t. L is sort of a point back in the day when you would do, you know, maybe a couple of times a day ingestion. So it's like in the the transition off the pipeline. As you are ingesting data, you would transform and massage the return, enhance the data and provisioned it for business consumption. Today we do lt we extract loaded into target and natively transform it as needed from business consumption. So So we look at each. We are, for example, is, uh, we're replicating all off our e r P data into snowflake in the cloud for real time ingestion and consumption. Uh, if you do all of this analysis on article side to it, typically you would have ah, processing where you would put put in a job toe, get that data out, and analysis comes back to you in a couple of hours out here, you could be slicing and dicing the data as needed on it's all self serve on provisioning. We do not build analysis foreign users. Neither do we do a lot off the data science. But we want to make sure when businesses using that data they can act on that as it's available on the example is we had a processing back in the day with demand forecasting, which we do for every product off logic for 52 weeks, looking ahead for for every week, right, and it will run for a couple of days that processing today with such platforms on in public Lot. We do that in an hour's time. Right now That's critical for business success because you want to know the methodologies you feel need Tofail or have challenges. You probably wanna have them now rather than wait a couple of days for that process in the show up, and then you do not have enough time to, at just the parameters are bringing back some other business process toe augmented. So that's what we look at. The return on investment for such investment are essentially ensuring business continuity and success outfront on faster time to deliver. >>Yeah, >>so, Anthony, this seems like this would really change the conversation within enterprises. The target customer or audience really changes from kind of this IittIe centric movement tome or strategic move. We talked to me about the conversations you've had, what customers and how this has transformed their business. >>Yeah, a few things to unpack there, um, one. You mean, obviously, customs wanna make decisions on the freshest data, so they typically relied on in the past on these batch orientated tough data movement techniques, which which will be touched on there and how we're able to reduce that that time window. Let them make decisions on the freshest data where that takes, you, choose into other parts of organizations. Because, Azzawi said, already, I mean, we know that is the lifeblood of them. There was many, I would say, Typically, I t semi, but let's call it data. Seven people sitting in the both side of organizations, if not Mawr, than used to sit in the legacy I t side. They want access to this data. They want to be able to access their daily easy. And so one of these things cloud based system SAS based systems have made that a lot easier for them. And the conversations. We have a very much driven from not only the chief data officers, but the CEOs. Now they know in order to get the advantage to win. To survive in today's times, they need to be data driven organizations, and it sounds cliche. We hear these digital transformation stories and data driven taglines. They get thrown out there, but what we've seen is where it's really it's been put to toss this year it is happening. Projects that would happen 9 12 months have been given to month Windows to happen because it's a matter of survival and so that's what's really driven. And then you also have the companies that benefit as well. You mean we're fortunate that we are able as a company globally, with composer of all to work from her very efficiently. But then support customers like Obvious who or providing these work from home technology systems that can enable another? The semester It's really moved. That's driven down from being purely I t driven to its CEO, CEO, CEO driven because its's what they've got to do. It z no longer just table stakes. >>I >>think the lines are great, right way we roll up into CEO and like I work for the CEO at at large detect. But we strive to be more service oriented than support. So I t was traditionally looked at as a support our right. But we obviously are enabling the enterprise to be data driven, so we strive to be better at what we do and how we position ourselves. As as more off service are connected to business problem, we understand the business problem and the challenge that they have on and ensuring we could find solutions and solution architectures around that problem to ensure success for that, right? And that's the key to it. Whether we build, vs, buy it. It's all about ensuring business doesn't have toe find stopgap solutions to be successful in finding a solution for their problem. >>Avi Anthony, I really appreciate you guys taking the time to peel back the layers and help the audience understand how to take thes really abstract terms and make them rial for getting answers on real time data and kind of blowing away these concepts of E t l and data transformations and how toe really put data toe work using public cloud resource sources against their real time data assets. Thank you for joining us on this installment of the Cube virtual as we cover A W s re event, make sure to check out the portal and Seymour great coverage off this exciting area off data and data analysis

>>on the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS and our community partners. Hello and welcome back to the Cubes Live coverage Cube live here in Palo Alto, California, with the Virtual Cube this year because we can't be there in person. I'm your host, John Fairy year. We're kicking off Day two of the three weeks of reinvent a lot of great leadership sessions to review, obviously still buzzing from the Andy Jassy three. Our keynote, which had so many storylines, is really hard to impact. We're gonna dig that into into into that today with Jerry Chan, who has been a Cube alumni since the beginning of our AWS coverage. Going back to 2013, Jerry was wandering the hallways as a um, in between. You were in between vm ware and V C. And then we saw you there. You've been on the Cube every year at reinvent with us. So special commentary from you. Thanks for coming on. >>Hey, John, Thanks for having me and a belated happy birthday as well. If everyone out there John's birthday was yesterday. So and hardest. Howard's working man in technology he spent his entire birthday doing live coverage of Amazon re events. Happy birthday, buddy. >>Well, I love my work. I love doing this. And reinvent is the biggest event of the year because it really is. It's become a bellwether and eso super excited to have you on. We've had great conversations by looking back at our conversations over the Thanksgiving weekend. Jerry, the stuff we were talking about it was very proposed that Jassy is leaning in with this whole messaging around change and horizontal scalability. He didn't really say that, but he was saying you could disrupt in these industries and still use machine learning. This was some of the early conversations we were having on the Cube. Now fast forward, more mainstream than ever before. So big, big part of the theme there. >>Yeah, it z you Amazon reinvent Amazon evolution to your point, right, because it's both reinventing what countries are using with the cloud. But also what Amazon's done is is they're evolving year after year with their services. So they start a simple infrastructure, you know, s three and e c. Two. And now they're building basically a lot of what Andy said you actually deconstructed crm? Ah, lot of stuff they're doing around the call centers, almost going after Salesforce with kind of a deconstructed CRM services, which is super interesting. But the day you know, Amazon announces all those technologies, not to mention the AI stuff, the seminar stuff you have slack and inquired by Salesforce for $27.7 billion. So ah, lot of stuff going on in the cloud world these days, and it's funny part of it, >>you know, it really is interesting. You look up the slack acquisition by, um, by Salesforce. It's interesting, you know, That kind of takes slack out of the play here. I mean, they were doing really well again. Message board service turns into, um, or collaboration software. They hit the mainstream. They have great revenue. Is that going to really change the landscape of the industry for Salesforce? They've got to acquire it. It opens the door up from, or innovation. And it's funny you mention the contact Center because I was pressing Jassy on my exclusive one on one with him. Like they said, Andy, my my daughter and my sons, they don't use the phone. They're not gonna call. What's this? Is it a call center deal? And he goes, No, it's the It's about the contact. So think about that notion of the contact. It's not about the call center. It's the point of contact. Okay, Linked in is with Microsoft. You got slack and Salesforce Contact driven collaboration. Interesting kind of play for Microsoft to use voice and their data. What's your take on that? >>I think it's, um you know, I have this framework. As you know, I talked my friend systems of engagement over systems intelligence and systems record. Right? And so you could argue voice email slack because we're all different systems of engagement, and they sit on top of system of record like CRM customer support ticketing HR. Something like that. Now what sells first did by buying slack is they now own a system engagement, right? Not on Lee is slack. A system engagement for CRM, but also system engagement for E. R. P Service. Now is how you interact with a bunch of applications. And so if you think about sales for strategy in the space, compete against Marcus Soft or serves now or other large AARP's now they own slack of system engagement, that super powerful way to actually compete against rival SAS companies. Because if you own the layer engagement layer, you can now just intermediate what's in the background. Likewise, the context center its own voice. Email, chat messaging, right? You can just inter mediate this stuff in the back, and so they're trying to own the system engagement. And then, likewise, Facebook just bought that company customer a week ago for a billion dollars, which also Omni Channel support because it is chat messaging voice. It's again the system engagement between End User, which could be a customer or could be employees. >>You know, this really gonna make Cit's enterprise has been so much fun over the past 10 years, I gotta say, in the past five, you know, it's been even more fun, has become or the new fun area, you know, And the impact to enterprise has been interesting because and we're talking about just engaging system of record. This is now the new challenge for the enterprise. So I wanna get your thoughts, Jerry, because how you see the Sea, X O's and CSOs and the architects out there trying to reinvent the enterprise. Jassy saying Look and find the truth. Be on the right side of history here. Certainly he's got himself service interest there, but there is a true band eight with Cove it and with digital acceleration for the enterprise to change. Um, given all these new opportunities Thio, revolutionize or disrupt or radically improve, what's the C. C X's do? What's your take on? How do you see that? >>It's increasingly messy for the CXS, and I don't I don't envy them, right? Because back in the day they kind of controlled all the I t spend and kind of they had a standard of what technologies they use in the company. And then along came Amazon in cloud all of sudden, like your developers and Dio Hey, let me swipe my credit card and I'm gonna access to a bunch of a P I s around computing stories. Likewise. Now they could swipe the credit card and you strike for billing, right? There's a whole bunch of services now, so it becomes incumbent upon CSOs. They need Thio new set of management tools, right? So not only just like, um, security tools they need, they need also observe ability, tools, understanding what services are being used by the customers, when and how. And I would say the following John like CSOs is both a challenge for them. But I think if I was a C X, so I'll be pretty excited because now I have a bunch of other weapons and other bunch of services I could offer. My end users, my developers, my employees, my customers and, you know it's exciting for them is not only could they do different things, but they also changed how their business being done. And so I think both interact with their end users. Be a chat like slack or be a phone like a contact center or instagram for your for your for your kids. It's actually a new challenge if I were sick. So it's it's time to build again, you know, I think Cove it has said it is time to build again. You can build >>to kind of take that phrase from the movie Shawshank Redemption. Get busy building or get busy dying. Kinda rephrase it there. And that's kind of the theme I'm seeing here because covert kind of forced people saying, Look, this things like work at home. Who would have thought 100% people would be working at home? Who would have thought that now the workloads gonna change differently? So it's an opportunity to deconstruct or distant intermediate these services. And I think, you know, in all the trends that I've seen over my career, it's been those inflection points where breaking the monolith or breaking the proprietary piece of it has always been an opportunity for for entrepreneur. So you know, and and for companies, whether you're CEO or startup by decomposing and you can come in and create value E I think to me, snowflake going public on the back of Amazon. Basically, this is interesting. I mean, so you don't have to be. You could kill one feature and nail it and go big. >>I think we talked to the past like it's Amazon or Google or Microsoft Gonna win. Everything is winner take all winner take most, and you could argue that it's hard to find oxygen as a start up in a broad platform play. But we think Snowflake and other companies have done and comes like mongo DB, for example, elastic have shown that if you can pick a service or a problem space and either developed like I p. That's super deep or own developer audience. You can actually fight the big guys. The Big Three cloud vendors be Amazon, Google or or market soft in different markets. And I think if you're a startup founder, you should not be afraid of competing with the big cloud vendors because there there are success patterns and how you can win and you know and create a lot of value. So I have found Investor. I'm super excited by that because, you know, I don't think you're gonna find a company takedown Amazon completely because they're just the scale and the network effects is too large. But you can create a lot of value and build Valuable comes like snowflake in and around the Amazon. Google Microsoft Ecosystem. >>Yeah, I want to get your thoughts. You have one portfolio we've covered rock rock set, which does a lot of sequel. Um, one of your investments. Interesting part of the Kino yesterday was Andy Jassy kind of going after Microsoft saying Windows sequel server um, they're targeting that with this new, uh, tool, but, you know, sucks in the database of it is called the Babel Fish for Aurora for post Chris sequel. Um, well, how was your take on that? I mean, obviously Microsoft big. Their enterprise sales tactics are looking like more like Oracle, which he was kind of hinting at and commenting on. But sequel is Lingua Franca for data >>correct. I think we went to, like, kind of a no sequel phase, which was kind of a trendy thing for a while and that no sequel still around, not only sequel like mongo DB Document TV. Kind of that interface still holds true, but your point. The world speaks sequel. All your applications be sequel, right? So if you want backwards, compatibility to your applications speaks equal. If you want your tire installed base of employees that no sequel, we gotta speak sequel. So, Rock said, when the first public conversations about what they're building was on on the key with you and Me and vent hat, the founder. And what Rock said is doing their building real time. Snowflake Thio, Lack of better term. It's a real time sequel database in the cloud that's super elastic, just like Snowflake is. But unlike snowflake, which is a data warehouse mostly for dashboards and analytics. Rock set is like millisecond queries for real time applications, and so think of them is the evolution of where cloud databases air going is not only elastic like snowflake in the cloud like Snowflake. We're talking 10 15 millisecond queries versus one or two second queries, and I think what any Jassy did and Amazon with bowel officials say, Hey, Sequels, Legal frank of the cloud. There's a large installed base of sequel server developers out there and applications, and we're gonna use Babel fish to kind of move those applications from on premise the cloud or from old workload to the new workloads. And, I think, the name of the game. For for cloud vendors across the board, big and small startups thio Google markets, often Amazon is how do you reduce friction like, How do you reduce friction to try a new service to get your data in the cloud to move your data from one place to the next? And so you know, Amazon is trying to reduce friction by using Babel fish, and I think it is a great move by them. >>Yeah, by the way. Not only is it for Aurora Post Chris equal, they're also open sourcing it. So that's gonna be something that is gonna be interesting to play out. Because once they open source it essentially, that's an escape valve for locking. I mean, if you're a Microsoft customer, I mean, it ultimately is. Could be that Gateway drug. It's like it is ultimately like, Hey, if you don't like the licensing, come here. Now there's gonna be some questions on the translations. Um, Vince, um, scuttlebutt about that. But we'll see it's open source. We'll see what goes on. Um great stuff on on rocks that great. Great. Start up next. Next, uh, talk track I wanna get with you is You know, over the years, you know, we've talked about your history. We're gonna vm Where, uh, now being a venture capitalist. Successful, wanted Greylock. You've seen the waves, and I would call it the two ways pre cloud Early days of cloud. And now, with co vid, we're kind of in the, you know, not just born in the cloud Total cloud scale cloud operations. This is kind of what jazz he was going after. E think I tweeted Cloud is eating the world and on premise and the edges. What it's hungry for. It kind of goof on mark injuries since quote a software eating the world. This is where it's going. So it's a whole another chapter coming. You saw the pre cloud you saw Cloud. Now we've got basically global I t everything else >>It's cloud only I would say, You know, we saw pre cloud right the VM ware days and before that he called like, you know, data centers. I would say Amazon lawns of what, 6 4007, the Web services. So the past 14 15 years have been what I've been calling cloud transition, right? And so you had cos technologies that were either doing on migration from on premise and cloud or hybrid on premise off premise. And now you're seeing a generation of technologies and companies. Their cloud only John to your point. And so you could argue that this 15 year transitions were like, you know, Thio use a bad metaphor like amphibians. You're half in the water, half on land, you know, And like, you know, you're not You're not purely cloud. You're not purely on premise, but you can do both ways, and that's great. That's great, because that's a that's a dominant architecture today. But come just like rock set and snowflake, your cloud only right? They're born in the cloud, they're built on the cloud And now we're seeing a generation Startups and technology companies that are cloud only. And so, you know, unlike you have this transitionary evolution of like amphibians, land and sea. Now we have ah, no mammals, whatever that are Onley in the cloud Onley on land. And because of that, you can take advantage of a whole different set of constraints that are their cloud. Only that could build different services that you can't have going backwards. And so I think for 2021 forward, we're going to see a bunch of companies or cloud only, and they're gonna look very, very different than the previous set of companies the past 15 years. And as an investor, as you covering as analysts, is gonna be super interesting to see the difference. And if anything, the cloud only companies will accelerate the move of I t spending the move of mawr developers to the cloud because the cloud only technologies are gonna be so much more compelling than than the amphibians, if you will. >>Yeah, insisting to see your point. And you saw the news announcement had a ton of news, a ton of stage making right calls, kind of the democratization layer. We'll look at some of the insights that Amazon's getting just as the monster that they are in terms of size. The scope of what? Their observation spaces. They're seeing all these workloads. They have the Dev Ops guru. They launched that Dev Ops Guru thing I found interesting. They got data acquisition, right? So when you think about these new the new data paradigm with cloud on Lee, it opens up new things. Um, new patterns. Um, S o. I think I think to me. I think that's to me. I see where this notion of agility moves to a whole nother level, where it's it's not just moving fast, it's new capabilities. So how do you How do you see that happening? Because this is where I think the new generation is gonna come in and be like servers. Lambs. I like you guys actually provisioned E c. Two instances before I was servers on data centers. Now you got ec2. What? Lambda. So you're starting to see smaller compute? Um, new learnings, All these historical data insights feeding into the development process and to the application. >>I think it's interesting. So I think if you really want to take the next evolution, how do you make the cloud programmable for everybody? Right. And I think you mentioned stage maker machine learning data scientists, the sage maker user. The data scientists, for example, does not on provisioned containers and, you know, kodama files and understand communities, right? Like just like the developed today. Don't wanna rack servers like Oh, my God, Jerry, you had Iraq servers and data center and install VM ware. The generation beyond us doesn't want to think about the underlying infrastructure. You wanna think about it? How do you just program my app and program? The cloud writ large. And so I think where you can see going forward is two things. One people who call themselves developers. That definition has expanded the past 10, 15 years. It's on Lee growing, so everyone is gonna be developed right now from your white collar knowledge worker to your hard core infrastructure developer. But the populist developers expanding especially around machine learning and kind of the sage maker audience, for sure. And then what's gonna happen is, ah, law. This audience doesn't want to care about the stuff you just mentioned, John in terms of the online plumbing. So what Amazon Google on Azure will do is make that stuff easy, right? Or a starved could make it easy. And I think that the move towards land and services that moved specifically that don't think about the underlying plumbing. We're gonna make it easy for you. Just program your app and then either a startup, well, abstract away, all the all the underlying, um, infrastructure bits or the big three cloud vendors to say, you know, all this stuff would do in a serverless fashion. So I think serverless as, ah paradigm and have, quite frankly, a battlefront for the Big Three clouds and for startups is probably one in the front lines of the next generation. Whoever owns this kind of program will cloud model programming the Internet program. The cloud will be maybe the next platform the next 10 or 15 years. I still have two up for grabs. >>Yeah, I think that is so insightful. I think that's worth calling out. I think that's gonna be a multi year, um, effort. I mean, look at just how containers now, with ks anywhere and you've got the container Service of control plane built in, you got, you know, real time analytics coming in from rock set. And Amazon. You have pinned Pandora Panorama appliance that does machine learning and computer vision with sensors. I mean, this is just a whole new level of purpose built stuff software powered software operated. So you have this notion of Dev ops going to hand in the glove software and operations? Kind of. How do you operate this stuff? So I think the whole new next question was Okay, this is all great. But Amazon's always had this problem. It's just so hard. Like there's so much good stuff. Like, who do you hired operate it? It is not yet programmable. This has been a big problem for them. Your thoughts on that, >>um e think that the data illusion around Dev ops etcetera is the solution. So also that you're gonna have information from Amazon from startups. They're gonna automate a bunch of the operations. And so, you know, I'm involved to come to Kronos Fear that we talked about the past team kind of uber the Bilson called m three. That's basically next generation data dog. Next generation of visibility platform. They're gonna collect all the data from the applications. And once they have their your data, they're gonna know how to operate and automate scaling up, scaling down and the basic remediation for you. So you're going to see a bunch of tools, take the information from running your application infrastructure and automate exactly how to scale and manager your app. And so AI and machine learning where large John is gonna be, say, make a lot of plumbing go away or maybe not completely, but lets you scale better. So you, as a single system admin are used. A single SRE site reliability engineer can scale and manage a bigger application, and it's all gonna be around automation and and to your point, you said earlier, if you have the data, that's a powerful situations. Once have the data can build models on it and can start building solutions on the data. And so I think What happens is when Bill this program of cloud for for your, you know, broad development population automating all this stuff becomes important. So that's why I say service or this, You know, automation of infrastructure is the next battleground for the cloud because whoever does that for you is gonna be your virtualized back and virtualized data center virtualized SRE. And if whoever owns that, it's gonna be a very, very strategic position. >>Yeah, it's great stuff. This is back to the theme of this notion of virtualization is now gone beyond server virtualization. It's, you know, media virtualization with the Cube. My big joke here with the Q virtual. But it's to your point. It's everything can now be replicated in software and scale the cloud scale. So it's super big opportunity for entrepreneurs and companies. Thio, pivot and differentiate. Uh, the question I have for you next is on that thread Huge edge discussion going on, right. So, you know, I think I said it two years ago or three years ago. The data center is just a edges just a big fat edge. Jassy kind of said that in his keynote Hey, looks at that is just a Nedum point with his from his standpoint. But you have data center. You have re alleges you've got five G with wavelength. This local zone concept, which is, you know, Amazon in these metro areas reminds me the old wireless point of presence kind of vibe. And then you've got just purpose built devices like cameras and factory. So huge industrial innovation, robotics, meet software. I mean, whole huge edge development exploding, Which what's your view of this? And how do you look at that from? Is an investor in industry, >>I think edges both the opportunity for start ups and companies as well as a threat to Amazon, right to the reason why they have outposts and all the stuff the edges if you think about, you know, decentralizing your application and moving into the eggs from my wearable to my home to my car to my my city block edges access Super interesting. And so a couple things. One companies like Cloudflare Fastly company I'm involved with called Kato Networks that does. SAS is secure access service edge write their names and the edges In the category definition sassy is about How do you like get compute to the edge securely for your developers, for your customers, for your workers, for end users and what you know comes like Cloudflare and Kate have done is they built out a network of pops across the world, their their own infrastructure So they're not dependent upon. You know, the big cloud providers, the telco providers, you know, they're partnering with Big Cloud, their parting with the telcos. But they have their own kind of system, our own kind of platform to get to the edge. And so companies like Kato Networks in Cloud Player that have, ah, presence on the edge and their own infrastructure more or less, I think, are gonna be in a strategic position. And so Kate was seen benefits in the past year of Of of Cove it and locked down because more remote access more developers, Um, I think edge is gonna be a super great area development going forward. I think if you're Amazon, you're pushing to the edge aggressively without post. I think you're a developer startup. You know, creating your own infrastructure and riding this edge wave could be a great way to build a moat against a big cloud guy. So I'm super excited. You think edge in this whole idea of your own infrastructure. Like what Kato has done, it is gonna be super useful going forward. And you're going to see more and more companies. Um, spend the money to try to copy kind of, ah, Cloudflare Kato presence around the world. Because once you own your own kind of, um, infrastructure instead of pops and you're less depend upon them a cloud provider, you're you're in a good position because there's the Amazon outage last week and I think like twilio and a bunch of services went down for for a few hours. If you own your own set of pops, your independent that it is actually really, really secure >>if you and if they go down to the it's on you. But that was the kinesis outage that they had, uh, they before Thanksgiving. Um, yeah, that that's a problem. So on this on. So I guess the question for you on that is that Is it better to partner with Amazon or try to get a position on the edge? Have them either by you or computer, create value or coexist? How do you see that that strategy move. Do you coexist? Do you play with them? >>E think you have to co exist? I think that the partner coexist, right? I think like all things you compete with Amazon. Amazon is so broad that will be part of Amazon and you're gonna compete with and that's that's fair game, you know, like so Snowflake competes against red shift, but they also part of Amazon's. They're running Amazon. So I think if you're a startup trying to find the edge, you have to coexist in Amazon because they're so big. Big cloud, right, The Big three cloud Amazon, Google, Azure. They're not going anywhere. So if you're a startup founder, you definitely coexist. Leverage the good things of cloud. But then you gotta invest in your own edge. Both both figure early what? Your edge and literally the edge. Right. And I think you know you complement your edge presence be it the home, the car, the city block, the zip code with, you know, using Amazon strategically because Amazon is gonna help you get two different countries, different regions. You know you can't build a company without touching Amazon in some form of fashion these days. But if you're a star found or doing strategically, how use Amazon and picking how you differentiate is gonna be key. And if the differentiation might be small, John. But it could be super valuable, right? So maybe only 10 or 15%. But that could be ah Holton of value that you're building on top of it. >>Yeah, and there's a little bit of growth hack to with Amazon if you you know how it works. If you compete directly against the core building blocks like a C two has three, you're gonna get killed, right? They're gonna kill you if the the white space is interest. In the old days in Microsoft, you had a white space. They give it to you or they would roll you over and level you out. Amazon. If you're a customer and you're in a white space and do better than them, they're cool with that. They're like, basically like, Hey, if you could innovate on behalf of the customer, they let you do that as long as you have a big bill. Yeah. Snowflakes paying a lot of money to Amazon. Sure, but they also are doing a good job. So again, Amazon has been very clear on that. If you do a better job than us for, the customer will do it. But if they want Amazon Red Shift, they want Amazon Onley. They can choose that eso kind of the playbook. >>I think it is absolutely right, John is it sets from any jassy and that the Amazon culture of the customer comes first, right? And so whatever is best for the customer that's like their their mission statement. So whatever they do, they do for the customer. And if you build value for the customer and you're on top of Amazon, they'll be happy. You might compete with some Amazon services, which, no, the GM of that business may not be happy, but overall. Net Net. Amazon's getting a share of those dollars that you're that you're charging the customer getting a share of the value you're creating. They're happy, right? Because you know what? The line rising tide floats all the boats. So the Mork cloud usage is gonna only benefit the Big Three cloud providers Amazon, particularly because they're the biggest of the three. But more and more dollars go the cloud. If you're helping move more. Absolute cloud helping build more solutions in the cloud. Amazon is gonna be happy because they know that regardless of what you're doing, you will get a fraction of those dollars. Now, the key for a startup founder and what I'm looking for is how do we get mawr than you know? A sliver of the dollars. How to get a bigger slice of the pie, if you will. So I think edge and surveillance or two areas I'm thinking about because I think there are two areas where you can actually invest, own some I p owned some surface area and capture more of the value, um, to use a startup founder and, you know, are built last t to Amazon. >>Yeah. Great. Great thesis. Jerry has always been great. You've been with the Cube since the beginning on our first reinvented 2013. Um, and so we're now on our eighth year. Great to see your success. Great investment. You make your world class investor to great firm Greylock. Um great to have you on from your perspective. Final take on this year. What's your view of Jackie's keynote? Just in general, What's the vibe. What's the quick, um, soundbite >>from you? First, I'm so impressed and you can do you feel like a three Archy? No more or less by himself. Right then, that is, that is, um, that's a one man show, and I'm All of that is I don't think I could pull that off. Number one. Number two It's, um, the ability to for for Amazon to execute at so many different levels of stack from semiconductors. Right there, there there ai chips to high level services around healthcare solutions and legit solutions. It's amazing. So I would say both. I'm impressed by Amazon's ability. Thio go so broad up and down the stack. But also, I think the theme from From From Andy Jassy is like It's just acceleration. It's, you know now that we will have things unique to the cloud, and that could be just a I chips unique to the cloud or the services that are cloud only you're going to see a tipping point. We saw acceleration in the past 15 years, John. He called like this cloud transition. But you know, I think you know, we're talking about 2021 beyond you'll see a tipping point where now you can only get certain things in the cloud. Right? And that could be the underlying inference. Instances are training instances, the Amazons giving. So all of a sudden you as a founder or developer, says, Look, I guess so much more in the cloud there's there's no reason for me to do this hybrid thing. You know, Khyber is not gonna go away on Prem is not going away. But for sure. We're going to see, uh, increasing celebration off cloud only services. Um, our edge only services or things. They're only on functions that serve like serverless. That'll be defined the next 10 years of compute. And so that for you and I was gonna be a space and watch >>Jerry Chen always pleasure. Great insight. Great to have you on the Cube again. Great to see you. Thanks for coming on. >>Congrats to you guys in the Cube. Seven years growing. It's amazing to see all the content put on. So you think it isn't? Just Last point is you see the growth of the curve growth curves of the cloud. I'd be curious Johnson, The growth curve of the cube content You know, I would say you guys are also going exponential as well. So super impressed with what you guys have dealt. Congratulations. >>Thank you so much. Cute. Virtual. We've been virtualized. Virtualization is coming here, or Cubans were not in person this year because of the pandemic. But we'll be hybrid soon as events come back. I'm John for a year. Host for AWS reinvent coverage with the Cube. Thanks for watching. Stay tuned for more coverage all day. Next three weeks. Stay with us from around the globe. It's the Cube with digital coverage of aws reinvent 2020 sponsored by Intel >>and AWS. Welcome back here to our coverage here on the Cube of AWS.

>> Announcer: From theCUBE studios in Palo Alto in Boston, connecting with thought leaders all around the world, this is theCUBE conversation. >> Hey, welcome back everybody Jeff Frick here with the cube. This is a special week it's Grace Hopper week, and Grace Hopper is the best name in tech conferences. The celebration of women in computing, and we've been going there for years we're not there this year, but one of the themes that comes up over and over at Grace Hopper is women and girls need to see women in positions that they can envision themselves being in someday. That is a really important piece of the whole diversity conversation is can I see people that I can role model after and I just want to bring up something from a couple years back from 2016 when we were there, we were there with Mimi Valdez, Christina Deoja and Dr. Jeanette Epps, Dr. Jeanette Epps is the astronaut on the right. They were there talking about "The Hidden Figures" movie. If you remember it came out 2016, it was about Katherine Johnson and all the black women working at NASA. They got no credit for doing all the math that basically keep all the astronauts safe and they made a terrific movie about it. And Janet is going up on the very first Blue Origin Space Mission Next year. This was announced a couple of months ago, so again, phenomenal leadership, black lady astronaut, going to go into space and really provide a face for a lot of young girls that want to get into that and its clearly a great STEM opportunity. So we're excited to have four terrific women today that well also are the leaders that the younger women can look up to and follow their career. So we're excited to have them so we're just going to go around. We got four terrific guests, our first one is Annabel Chang, She is the Head of State Policy and Government Regulations at Waymo. Annabel great to see you, where are you coming in from today? >> from San Francisco >> Jeff: Awesome. Next up is Inamarie Johnson. She is the Chief People and Diversity Officer for Zendesk Inamarie, great to see you. Where are you calling in from today? >> Great to be here. I am calling in from Palos Verdes the state >> Jeff: awesome >> in Southern California. >> Jeff: Some of the benefits of a virtual sometimes we can, we couldn't do that without the power of the internet. And next up is Jennifer Cabalquinto she is the Chief Financial Officer of the Golden State Warriors. Jennifer, great to see you Where are you coming in from today? >> Well, I wish I was coming in from the Chase Center in San Francisco but I'm actually calling in from Santa Cruz California today. >> Jeff: Right, It's good to see you and you can surf a lot better down there. So that's probably not all bad. And finally to round out our panelists, Kate Hogan, she is the COO of North America for Accenture. Kate, great to see you as well. Where are you coming in from today? >> Well, it's good to see you too. I am coming in from the office actually in San Jose. >> Jeff: From the office in San Jose. All right, So let's get into it . You guys are all very senior, you've been doing this for a long time. We're in a kind of a crazy period of time in terms of diversity with all the kind of social unrest that's happening. So let's talk about some of your first your journeys and I want to start with you Annabel. You're a lawyer you got into lawyering. You did lawyering with Diane Feinstein, kind of some politics, and also the city of San Francisco. And then you made this move over to tech. Talk about that decision and what went into that decision and how did you get into tech? 'cause we know part of the problem with diversity is a pipeline problem. You came over from the law side of the house. >> Yes, and to be honest politics and the law are pretty homogenous. So when I made the move to tech, it was still a lot of the same, but what I knew is that I could be an attorney anywhere from Omaha Nebraska to Miami Florida. But what I couldn't do was work for a disruptive company, potentially a unicorn. And I seized that opportunity and (indistinct) Lyft early on before Ride Hailing and Ride Sharing was even a thing. So it was an exciting opportunity. And I joined right at the exact moment that made myself really meaningful in the organization. And I'm hoping that I'm doing the same thing right now at Waymo. >> Great, Inamarie you've come from one of my favorite stories I like to talk about from the old school Clorox great product management. I always like to joke that Silicon Valley needs a pipeline back to Cincinnati and Proctor and Gamble to get good product managers out here. You were in the classic, right? You were there, you were at Honeywell Plantronics, and then you jumped over to tech. Tell us a little bit about that move. Cause I'm sure selling Clorox is a lot different than selling the terrific service that you guys provide at Zendesk. I'm always happy when I see Zendesk in my customer service return email, I know I'm going to get taken care of. >> Oh wow, that's great. We love customers like you., so thank you for that. My journey is you're right from a fortune 50 sort of more portfolio type company into tech. And I think one of the reasons is because when tech is starting out and that's what Zendesk was a few five years back or so very much an early stage growth company, two things are top of mind, one, how do we become more global? And how do we make sure that we can go up market and attract enterprise grade customers? And so my experience having only been in those types of companies was very interesting for a startup. And what was interesting for me is I got to live in a world where there were great growth targets and numbers, things I had never seen. And the agility, the speed, the head plus heart really resonated with my background. So super glad to be in tech, but you're right. It's a little different than a consumer products. >> Right, and then Jennifer, you're in a completely different world, right? So you worked for the Golden State Warriors, which everybody knows is an NBA team, but I don't know that everyone knows really how progressive the Warriors are beyond just basketball in terms of the new Chase Center, all the different events that you guys put on it. And really the leadership there has decided we really want to be an entertainment company of which the Golden State Warrior basketball team has a very, very important piece, you've come from the entertainment industry. So that's probably how they found you, but you're in the financial role. You've always been in the financial role, not traditionally thought about as a lot of women in terms of a proportion of total people in that. So tell us a little bit about your experience being in finance, in entertainment, and then making this kind of hop over to, I guess Uber entertainment. I don't know even how you would classify the warriors. >> Sports entertainment, live entertainment. Yeah, it's interesting when the Warriors opportunity came up, I naturally said well no, I don't have any sports background. And it's something that we women tend to do, right? We self edit and we want to check every box before we think that we're qualified. And the reality is my background is in entertainment and the Warriors were looking to build their own venue, which has been a very large construction project. I was the CFO at Universal Studios Hollywood. And what do we do there? We build large attractions, which are just large construction projects and we're in the entertainment business. And so that sort of B to C was a natural sort of transition for me going from where I was with Universal Studios over to the Warriors. I think a finance career is such a great career for women. And I think we're finding more and more women entering it. It is one that you sort of understand your hills and valleys, you know when you're going to be busy and so you can kind of schedule around that. I think it's really... it provides that you have a seat at the table. And so I think it's a career choice that I think is becoming more and more available to women certainly more now than it was when I first started. >> Yeah, It's interesting cause I think a lot of people think of women naturally in human resources roles. My wife was a head of human resources back in the day, or a lot of marketing, but not necessarily on the finance side. And then Kate go over to you. You're one of the rare birds you've been at Accenture  for over 20 years. So you must like airplanes and travel to stay there that long. But doing a little homework for this, I saw a really interesting piece of you talking about your boss challenging you to ask for more work, to ask for a new opportunity. And I thought that was really insightful that you, you picked up on that like Oh, I guess it's incumbent on me to ask for more, not necessarily wait for that to be given to me, it sounds like a really seminal moment in your career. >> It was important but before I tell you that story, because it was an important moment of my career and probably something that a lot of the women here on the panel here can relate to as well. You mentioned airplanes and it made me think of my dad. My father was in the air force and I remember him telling stories when I was little about his career change from the air force into a career in telecommunications. So technology for me growing up Jeff was, it was kind of part of the dinner table. I mean it was just a conversation that was constantly ongoing in our house. And I also, as a young girl, I loved playing video games. We had a Tandy computer down in the basement and I remember spending too many hours playing video games down there. And so for me my history and my really at a young age, my experience and curiosity around tech was there. And so maybe that's, what's fueling my inspiration to stay at Accenture for as long as I have. And you're right It's been two decades, which feels tremendous, but I've had the chance to work across a bunch of different industries, but you're right. I mean, during that time and I relate with what Jennifer said in terms of self editing, right? Women do this and I'm no exception, I did this. And I do remember I'm a mentor and a sponsor of mine who called me up when I'm kind of I was at a pivotal moment in my career and he said you know Kate, I've been waiting for you to call me and tell me you want this job. And I never even thought about it. I mean I just never thought that I'd be a candidate for the job and let alone somebody waiting for me to kind of make the phone call. I haven't made that mistake again, (laughing) but I like to believe I learned from it, but it was an important lesson. >> It's such a great lesson and women are often accused of being a little bit too passive and not necessarily looking out for in salary negotiations or looking for that promotion or kind of stepping up to take the crappy job because that's another thing we hear over and over from successful people is that some point in their career, they took that job that nobody else wanted. They took that challenge that really enabled them to take a different path and really a different Ascension. And I'm just curious if there's any stories on that or in terms of a leader or a mentor, whether it was in the career, somebody that you either knew or didn't know that was someone that you got kind of strength from kind of climbing through your own, kind of career progression. Will go to you first Annabel. >> I actually would love to talk about the salary negotiations piece because I have a group of friends about that we've been to meeting together once a month for the last six years now. And one of the things that we committed to being very transparent with each other about was salary negotiations and signing bonuses and all of the hard topics that you kind of don't want to talk about as a manager and the women that I'm in this group with span all types of different industries. And I've learned so much from them, from my different job transitions about understanding the signing bonus, understanding equity, which is totally foreign to me coming from law and politics. And that was one of the most impactful tools that I've ever had was a group of people that I could be open with talking about salary negotiations and talking about how to really manage equity. Those are totally foreign to me up until this group of women really connected me to these topics and gave me some of that expertise. So that is something I strongly encourage is that if you haven't openly talked about salary negotiations before you should begin to do so. >> It begs the question, how was the sensitivity between the person that was making a lot of money and the person that wasn't? And how did you kind of work through that as a group for the greater good of everyone? >> Yeah, I think what's really eye opening is that for example, We had friends who were friends who were on tech, we had friends who were actually the entrepreneurs starting their own businesses or law firm, associates, law firm partners, people in PR, so we understood that there was going to be differences within industry and frankly in scale, but it was understanding even the tools, whether I think the most interesting one would be signing bonus, right? Because up until a few years ago, recruiters could ask you what you made and how do you avoid that question? How do you anchor yourself to a lower salary range or avoid that happening? I didn't know this, I didn't know how to do that. And a couple of women that had been in more senior negotiations shared ways to make sure that I was pinning myself to a higher salary range that I wanted to be in. >> That's great. That's a great story and really important to like say pin. it's a lot of logistical details, right? You just need to learn the techniques like any other skill. Inamarie, I wonder if you've got a story to share here. >> Sure. I just want to say, I love the example that you just gave because it's something I'm super passionate about, which is transparency and trust. Then I think that we're building that every day into all of our people processes. So sure, talk about sign on bonuses, talk about pay parody because that is the landscape. But a quick story for me, I would say is all about stepping into uncertainty. And when I coach younger professionals of course women, I often talk about, don't be afraid to step into the role where all of the answers are not vetted down because at the end of the day, you can influence what those answers are. I still remember when Honeywell asked me to leave the comfort of California and to come to the East coast to New Jersey and bring my family. And I was doing well in my career. I didn't feel like I needed to do that, but I was willing after some coaching to step into that uncertainty. And it was one of the best pivotal moment in my career. I didn't always know who I was going to work with. I didn't know the challenges and scope I would take on, but those were some of the biggest learning experiences and opportunities and it made me a better executive. So that's always my coaching, like go where the answers aren't quite vetted down because you can influence that as a leader. >> That's great, I mean, Beth Comstock former vice chair at GE, one of her keynotes I saw had a great line, get comfortable with being uncomfortable. And I think that its a really good kind of message, especially in the time we're living in with accelerated change. But I'm curious, Inamarie was the person that got you to take that commitment. Would you consider that a sponsor, a mentor, was it a boss? Was it maybe somebody not at work, your spouse or a friend that said go for it. What kind of pushed you over the edge to take that? >> It's a great question. It was actually the boss I was going to work for. He was the CHRO, and he said something that was so important to me that I've often said it to others. And he said trust me, he's like I know you don't have all the answers, I know we don't have this role all figured out, I know you're going to move your family, but if you trust me, there is a ton of learning on the other side of this. And sometimes that's the best thing a boss can do is say we will go on this journey together. I will help you figure it out. So it was a boss, but I think it was that trust and that willingness for him to stand and go alongside of me that made me pick up my family and be willing to move across the country. And we stayed five years and really, I am not the same executive because of that experience. >> Right, that's a great story, Jennifer, I want to go to you, you work for two owners that are so progressive and I remember when Joe Lacob came on the floor a few years back and was booed aggressively coming into a franchise that hadn't seen success in a very long time, making really aggressive moves in terms of personnel, both at the coaches and the players level, the GM level. But he had a vision and he stuck to it. And the net net was tremendous success. I wonder if you can share any of the stories, for you coming into that organization and being able to feel kind of that level of potential success and really kind of the vision and also really a focus on execution to make the vision real cause vision without execution doesn't really mean much. If you could share some stories of working for somebody like Joe Lacob, who's so visionary but also executes so very, very effectively. >> Yeah, Joe is, well I have the honor of working for Joe, for Rick Welts to who's our president. Who's living legend with the NBA with Peter Guber. Our leadership at the Warriors are truly visionary and they set audacious targets. And I would say from a story the most recent is, right now what we're living through today. And I will say Joe will not accept that we are not having games with fans. I agree he is so committed to trying to solve for this and he has really put the organization sort of on his back cause we're all like well, what do we do? And he has just refused to settle and is looking down every path as to how do we ensure the safety of our fans, the safety of our players, but how do we get back to live entertainment? And this is like a daily mantra and now the entire organization is so focused on this and it is because of his vision. And I think you need leaders like that who can set audacious goals, who can think beyond what's happening today and really energize the entire organization. And that's really what he's done. And when I talked to my peers and other teams in there they're talking about trying to close out their season or do these things. And they're like well, we're talking about, how do we open the building? And we're going to have fans, we're going to do this. And they look at me and they're like, what are you talking about? And I said, well we are so fortunate. We have leadership that just is not going to settle. Like they are just always looking to get out of whatever it is that's happening and fix it. So Joe is so committed His background, he's an epidemiologist major I think. Can you imagine how unique a background that is and how timely. And so his knowledge of just around the pandemic and how the virus is spread. And I mean it's phenomenal to watch him work and leverage sort of his business acumen, his science acumen and really think through how do we solve this. Its amazing. >> The other thing thing that you had said before is that you basically intentionally told people that they need to rethink their jobs, right? You didn't necessarily want to give them permission to get you told them we need to rethink their jobs. And it's a really interesting approach when the main business is just not happening, right? There's just no people coming through the door and paying for tickets and buying beers and hotdogs. It's a really interesting talk. And I'm curious, kind of what was the reception from the people like hey, you're the boss, you just figure it out or were they like hey, this is terrific that he pressed me to come up with some good ideas. >> Yeah, I think when all of this happened, we were resolved to make sure that our workforce is safe and that they had the tools that they needed to get through their day. But then we really challenged them with re imagining what the next normal is. Because when we come out of this, we want to be ahead of everybody else. And that comes again from the vision that Joe set, that we're going to use this time to make ourselves better internally because we have the time. I mean, we had been racing towards opening Chase Center and not having time to pause. Now let's use this time to really rethink how we're doing business. What can we do better? And I think it's really reinvigorated teams to really think and innovate in their own areas because you can innovate anything, right?. We're innovating how you pay payables, we're all innovating, we're rethinking the fan experience and queuing and lines and all of these things because now we have the time that it's really something that top down we want to come out of this stronger. >> Right, that's great. Kate I'll go to you, Julie Sweet, I'm a big fan of Julie Sweet. we went to the same school so go go Claremont. But she's been super aggressive lately on a lot of these things, there was a get to... I think it's called Getting to 50 50 by 25 initiative, a formal initiative with very specific goals and objectives. And then there was a recent thing in terms of doing some stuff in New York with retraining. And then as you said, military being close to your heart, a real specific military recruiting process, that's formal and in place. And when you see that type of leadership and formal programs put in place not just words, really encouraging, really inspirational, and that's how you actually get stuff done as you get even the consulting businesses, if you can't measure it, you can't improve it. >> Yeah Jeff, you're exactly right. And as Jennifer was talking, Julie is exactly who I was thinking about in my mind as well, because I think it takes strong leadership and courage to set bold bold goals, right? And you talked about a few of those bold goals and Julie has certainly been at the forefront of that. One of the goals we set in 2018 actually was as you said to achieve essentially a gender balance workforce. So 50% men, 50% women by 2025, I mean, that's ambitious for any company, but for us at the time we were 400,000 people. They were 500, 6,000 globally. So when you set a goal like that, it's a bold goal and it's a bold vision. And we have over 40% today, We're well on our path to get to 50%, I think by 2025. And I was really proud to share that goal in front of a group of 200 clients the day that it came out, it's a proud moment. And I think it takes leaders like Julie and many others by the way that are also setting bold goals, not just in my company to turn the dial here on gender equality in the workforce, but it's not just about gender equality. You mentioned something I think it's probably at as, or more important right now. And that's the fact that at least our leadership has taken a Stand, a pretty bold stand against social injustice and racism, >> Right which is... >> And so through that we've made some very transparent goals in North America in terms of the recruitment and retention of our black African American, Hispanic American, Latinex communities. We've set a goal to increase those populations in our workforce by 60% by 2025. And we're requiring mandatory training for all of our people to be able to identify and speak up against racism. Again, it takes courage and it takes a voice. And I think it takes setting bold goals to make a change and these are changes we're committed to. >> Right, that's terrific. I mean, we started the conversation with Grace Hopper, they put out an index for companies that don't have their own kind of internal measure to do surveys again so you can get kind of longitudinal studies over time and see how you're improving Inamarie, I want to go to you on the social justice thing. I mean, you've talked a lot about values and culture. It's a huge part of what you say. And I think that the quote that you use, if I can steal it is " no culture eats strategy for breakfast" and with the social injustice. I mean, you came out with special values just about what Zendesk is doing on social injustice. And I thought I was actually looking up just your regular core mission and value statement. And this is what came up on my Google search. So I wanted to A, you published this in a blog in June, taking a really proactive stand. And I think you mentioned something before that, but then you're kind of stuck in this role as a mind reader. I wonder if you can share a little bit of your thoughts of taking a proactive stand and what Zendesk is doing both you personally, as well as a company in supporting this. And then what did you say as a binder Cause I think these are difficult kind of uncharted waters on one hand, on the other hand, a lot of people say, hello, this has been going on forever. You guys are just now seeing cellphone footage of madness. >> Yeah Wow, there's a lot in there. Let me go to the mind reader comments, cause people are probably like, what is that about? My point was last December, November timing. I've been the Chief People Officer for about two years And I decided that it really was time with support from my CEO that Zendesk have a Chief Diversity Officer sitting in at the top of the company, really putting a face to a lot of the efforts we were doing. And so the mind reader part comes in little did I know how important that stance would become, in the may June Timing? So I joked that, it almost felt like I could have been a mind reader, but as to what have we done, a couple of things I would call out that I think are really aligned with who we are as a company because our culture is highly threaded with the concept of empathy it's been there from our beginning. We have always tried to be a company that walks in the shoes of our customers. So in may with the death of George Floyd and the world kind of snapping and all of the racial injustice, what we said is we wanted to not stay silent. And so most of my postings and points of view were that as a company, we would take a stand both internally and externally and we would also partner with other companies and organizations that are doing the big work. And I think that is the humble part of it, we can't do it all at Zendesk, we can't write all the wrongs, but we can be in partnership and service with other organizations. So we used funding and we supported those organizations and partnerships. The other thing that I would say we did that was super important along that empathy is that we posted space for our employees to come together and talk about the hurt and the pain and the experiences that were going on during those times and we called those empathy circles. And what I loved is initially, it was through our mosaic community, which is what we call our Brown and black and persons of color employee resource group. But it grew into something bigger. We ended up doing five of these empathy circles around the globe and as leadership, what we were there to do is to listen and stand as an ally and support. And the stories were life changing. And the stories really talked about a number of injustice and racism aspects that are happening around the world. And so we are committed to that journey, we will continue to support our employees, we will continue to partner and we're doing a number of the things that have been mentioned. But those empathy circles, I think were definitely a turning point for us as an organization. >> That's great, and people need it right? They need a place to talk and they also need a place to listen if it's not their experience and to be empathetic, if you just have no data or no knowledge of something, you need to be educated So that is phenomenal. I want to go to you Jennifer. Cause obviously the NBA has been very, very progressive on this topic both as a league, and then of course the Warriors. We were joking before. I mean, I don't think Steph Curry has ever had a verbal misstep in the history of his time in the NBA, the guy so eloquent and so well-spoken, but I wonder if you can share kind of inside the inner circle in terms of the conversations, that the NBA enabled right. For everything from the jerseys and going out on marches and then also from the team level, how did that kind of come down and what's of the perception inside the building? >> Sure, obviously I'm so proud to be part of a league that is as progressive and has given voice and loud, all the teams, all the athletes to express how they feel, The Warriors have always been committed to creating a diverse and equitable workplace and being part of a diverse and equitable community. I mean that's something that we've always said, but I think the situation really allowed us, over the summer to come up with a real formal response, aligning ourselves with the Black Lives Matter movement in a really meaningful way, but also in a way that allows us to iterate because as you say, it's evolving and we're learning. So we created or discussed four pillars that we wanted to work around. And that was really around wallet, heart, beat, and then tongue or voice. And Wallet is really around putting our money where our mouth is, right? And supporting organizations and groups that aligned with the values that we were trying to move forward. Heart is around engaging our employees and our fan base really, right? And so during this time we actually launched our employee resource groups for the first time and really excited and energized about what that's doing for our workforce. This is about promoting real action, civic engagement, advocacy work in the community and what we've always been really focused in a community, but this really hones it around areas that we can all rally around, right? So registration and we're really focused on supporting the election day results in terms of like having our facilities open to all the electorate. So we're going to have our San Francisco arena be a ballot drop off, our Oakland facilities is a polling site, Santa Cruz site is also a polling location, So really promoting sort of that civic engagement and causing people to really take action. heart is all around being inclusive and developing that culture that we think is really reflective of the community. And voice is really amplifying and celebrating one, the ideas, the (indistinct) want to put forth in the community, but really understanding everybody's culture and really just providing and using the platform really to provide a basis in which as our players, like Steph Curry and the rest want to share their own experiences. we have a platform that can't be matched by any pedigree, right? I mean, it's the Warriors. So I think really getting focused and rallying around these pillars, and then we can iterate and continue to grow as we define the things that we want to get involved in. >> That's terrific. So I have like pages and pages and pages of notes and could probably do this for hours and hours, but unfortunately we don't have that much time we have to wrap. So what I want to do is give you each of you the last word again as we know from this problem, right? It's not necessarily a pipeline problem, it's really a retention problem. We hear that all the time from Girls in Code and Girls in Tech. So what I'd like you to do just to wrap is just a couple of two or three sentences to a 25 year old, a young woman sitting across from you having coffee socially distanced about what you would tell her early in the career, not in college but kind of early on, what would the be the two or three sentences that you would share with that person across the table and Annabel, we'll start with you. >> Yeah, I will have to make a pitch for transportation. So in transportation only 15% of the workforce is made up of women. And so my advice would be that there are these fields, there are these opportunities where you can make a massive impact on the future of how people move or how they consume things or how they interact with the world around them. And my hope is that being at Waymo, with our self driving car technology, that we are going to change the world. And I am one of the initial people in this group to help make that happen. And one thing that I would add is women spend almost an hour a day, shuttling their kids around, and we will give you back that time one day with our self driving cars so that I'm a mom. And I know that that is going to be incredibly powerful on our daily lives. >> Jeff: That's great. Kate, I think I might know what you're already going to say, but well maybe you have something else you wanted to say too. >> I don't know, It'll be interesting. Like if I was sitting across the table from a 25 year old right now I would say a couple of things first I'd say look intentionally for a company that has an inclusive culture. Intentionally seek out the company that has an inclusive culture, because we know that companies that have inclusive cultures retain women in tech longer. And the companies that can build inclusive cultures will retain women in tech, double, double the amount that they are today in the next 10 years. That means we could put another 1.4 million women in tech and keep them in tech by 2030. So I'd really encourage them to look for that. I'd encouraged them to look for companies that have support network and reinforcements for their success, and to obviously find a Waymo car so that they can not have to worry where kids are on for an hour when you're parenting in a few years. >> Jeff: I love the intentional, it's such a great word. Inamarie, >> I'd like to imagine that I'm sitting across from a 25 year old woman of color. And what I would say is be authentically you and know that you belong in the organization that you are seeking and you were there because you have a unique perspective and a voice that needs to be heard. And don't try to be anything that you're not, be who you are and bring that voice and that perspective, because the company will be a better company, the management team will be a better management team, the workforce will be a better workforce when you belong, thrive and share that voice. >> I love that, I love that. That's why you're the Chief People Officer and not Human Resources Officer, cause people are not resources like steel and cars and this and that. All right, Jennifer, will go to you for the wrap. >> Oh my gosh, I can't follow that. But yes, I would say advocate for yourself and know your value. I think really understanding what you're worth and being willing to fight for that is critical. And I think it's something that women need to do more. >> Awesome, well again, I wish we could go all day, but I will let you get back to your very, very busy day jobs. Thank you for participating and sharing your insight. I think it's super helpful. And there and as we said at the beginning, there's no better example for young girls and young women than to see people like you in leadership roles and to hear your voices. So thank you for sharing. >> Thank you. >> All right. >> Thank you. >> Okay thank you. >> Thank you >> All right, so that was our diversity panel. I hope you enjoyed it, I sure did. I'm looking forward to chapter two. We'll get it scheduled as soon as we can. Thanks for watching. We'll see you next time. (upbeat music)

>>from around the globe. It's the Cube with digital coverage of VM World 2020 brought to you by VM Ware and its ecosystem partners. Hello and welcome back to the cubes. Virtual coverage of VM World 2020 Virtual I'm John for your host of the Cube, our 11th year covering V emeralds. Not in person. It's virtual. I'm with my coast, Dave. A lot, of course. Ah, guest has been on every year since the cubes existed. Sanjay Putin, who is now the chief operating officer for VM Ware Sanjay, Great to see you. It's our 11th years. Virtual. We're not in person. Usually high five are going around. But hey, virtual fist pump, >>virtual pissed bump to you, John and Dave, always a pleasure to talk to you. I give you more than a virtual pistol. Here's a virtual hug. >>Well, so >>great. Back at great. >>Great to have you on. First of all, a lot more people attending the emerald this year because it's virtual again, it doesn't have the face to face. It is a community and technical events, so people do value that face to face. Um, but it is virtually a ton of content, great guests. You guys have a great program here, Very customer centric. Kind of. The theme is, you know, unpredictable future eyes is really what it's all about. We've talked about covert you've been on before. What's going on in your perspective? What's the theme of your main talks? >>Ah, yeah. Thank you, John. It's always a pleasure to talk to you folks. We we felt as we thought, about how we could make this content dynamic. We always want to make it fresh. You know, a virtual show of this kind and program of this kind. We all are becoming experts at many Ted talks or ESPN. Whatever your favorite program is 60 minutes on becoming digital producers of content. So it has to be crisp, and everybody I think was doing this has found ways by which you reduce the content. You know, Pat and I would have normally given 90 minute keynotes on day one and then 90 minutes again on day two. So 180 minutes worth of content were reduced that now into something that is that entire 180 minutes in something that is but 60 minutes. You you get a chance to use as you've seen from the keynote an incredible, incredible, you know, packed array of both announcements from Pat myself. So we really thought about how we could organize this in a way where the content was clear, crisp and compelling. Thekla's piece of it needed also be concise, but then supplemented with hundreds of sessions that were as often as possible, made it a goal that if you're gonna do a break out session that has to be incorporate or lead with the customer, so you'll see not just that we have some incredible sea level speakers from customers that have featured in in our pattern, Mikey notes like John Donahoe, CEO of Nike or Lorry beer C I, a global sea of JPMorgan Chase partner Baba, who is CEO of Zuma Jensen Wang, who is CEO of video. Incredible people. Then we also had some luminaries. We're gonna be talking in our vision track people like in the annuity. I mean, one of the most powerful women the world many years ranked by Fortune magazine, chairman, CEO Pepsi or Bryan Stevenson, the person who start in just mercy. If you watch that movie, he's a really key fighter for social justice and criminal. You know, reform and jails and the incarceration systems. And Malala made an appearance. Do I asked her personally, I got to know her and her dad's and she spoke two years ago. I asked her toe making appearance with us. So it's a really, really exciting until we get to do some creative stuff in terms of digital content this year. >>So on the product side and the momentum side, you have great decisions you guys have made in the past. We covered that with Pat Gelsinger, but the business performance has been very strong with VM. Where, uh, props to you guys, Where does this all tie together for in your mind? Because you have the transformation going on in a highly accelerated rate. You know, cov were not in person, but Cove in 19 has proven, uh, customers that they have to move faster. It's a highly accelerated world, a lot. Lots changing. Multi cloud has been on the radar. You got security. All the things you guys are doing, you got the AI announcements that have been pumping. Thean video thing was pretty solid. That project Monterey. What does the customer walk away from this year and and with VM where? What is the main theme? What what's their call to action? What's what do they need to be doing? >>I think there's sort of three things we would encourage customers to really think about. Number one is, as they think about everything in infrastructure, serves APS as they think about their APS. We want them to really push the frontier of how they modernize their athletic applications. And we think that whole initiative off how you modernized applications driven by containers. You know, 20 years ago when I was a developer coming out of college C, C plus, plus Java and then emerge, these companies have worked on J two ee frameworks. Web Logic, Be Aware logic and IBM Web Street. It made the development off. Whatever is e commerce applications of portals? Whatever was in the late nineties, early two thousands much, much easier. That entire world has gotten even easier and much more Micro service based now with containers. We've been talking about kubernetes for a while, but now we've become the leading enterprise, contain a platform making some incredible investments, but we want to not just broaden this platform. We simplified. It is You've heard everything in the end. What works in threes, right? It's sort of like almost t shirt sizing small, medium, large. So we now have tens Ooh, in the standard. The advanced the enterprise editions with lots of packaging behind that. That makes it a very broad and deep platform. We also have a basic version of it. So in some sense it's sort of like an extra small. In addition to the small medium large so tends to and everything around at modernization, I think would be message number one number two alongside modernization. You're also thinking about migration of your workloads and the breadth and depth of, um, er Cloud Foundation now of being able to really solve, not just use cases, you are traditionally done, but also new ai use cases. Was the reason Jensen and us kind of partner that, and I mean what a great company and video has become. You know, the king maker of these ai driven applications? Why not run those AI applications on the best infrastructure on the planet? Remember, that's a coming together of both of our platforms to help customers. You know automotive banking fraud detection is a number of AI use cases that now get our best and we want it. And the same thing then applies to Project Monterey, which takes the B c f e m A Cloud Foundation proposition to smart Knicks on Dell, HP Lenovo are embracing the in video Intel's and Pen Sandoz in that smart make architectural, however, that so that entire world of multi cloud being operative Phobia Macleod Foundation on Prem and all of its extended use cases like AI or Smart Knicks or Edge, but then also into the AWS Azure, Google Multi Cloud world. We obviously had a preferred relationship with Amazon that's going incredibly well, but you also saw some announcements last week from, uh, Microsoft Azure about azure BMR solutions at their conference ignite. So we feel very good about the migration opportunity alongside of modernization on the third priority, gentlemen would be security. It's obviously a topic that I most recently taken uninterested in my day job is CEO of the company running the front office customer facing revenue functions by night job by Joe Coffin has been driving. The security strategy for the company has been incredibly enlightening to talk, to see SOS and drive this intrinsic security or zero trust from the network to end point and workload and cloud security. And we made some exciting announcements there around bringing together MAWR capabilities with NSX and Z scaler and a problem black and workload security. And of course, Lassiter wouldn't cover all of this. But I would say if I was a attendee of the conference those the three things I want them to take away what BMR is doing in the future of APS what you're doing, the future of a multi cloud world and how we're making security relevant for distributed workforce. >>I know David >>so much to talk about here, Sanjay. So, uh, talk about modern APS? That's one of the five franchise platforms VM Ware has a history of going from, you know, Challenger toe dominant player. You saw that with end user computing, and there's many, many other examples, so you are clearly one of the top, you know. Let's call it five or six platforms out there. We know what those are, uh, and but critical to that modern APS. Focus is developers, and I think it's fair to say that that's not your wheelhouse today, but you're making moves there. You agree that that is, that is a critical part of modern APS, and you update us on what you're doing for that community to really take a leadership position there. >>Yeah, no, I think it's a very good point, David. We way seek to constantly say humble and hungry. There's never any assumption from us that VM Ware is completely earned anyplace off rightful leadership until we get thousands, tens of thousands. You know, we have a half a million customers running on our virtualization sets of products that have made us successful for 20 years 70 million virtual machines. But we have toe earn that right and containers, and I think there will be probably 10 times as many containers is their virtual machines. So if it took us 20 years to not just become the leader in in virtual machines but have 70 million virtual machines, I don't think it will be 20 years before there's a billion containers and we seek to be the leader in that platform. Now, why, Why VM Where and why do you think we can win in their long term. What are we doing with developers Number one? We do think there is a container capability independent of virtual machine. And that's what you know, this entire world of what hefty on pivotal brought to us on. You know, many of the hundreds of customers that are using what was formerly pivotal and FDR now what's called Tan Xue have I mean the the case. Studies of what those customers are doing are absolutely incredible. When I listen to them, you take Dick's sporting goods. I mean, they are building curbside, pick up a lot of the world. Now the pandemic is doing e commerce and curbside pick up people are going to the store, That's all based on Tan Xue. We've had companies within this sort of world of pandemic working on contact, tracing app. Some of the diagnostic tools built without they were the lab services and on the 10 zoo platform banks. Large banks are increasingly standardizing on a lot of their consumer facing or wealth management type of applications, anything that they're building rapidly on this container platform. So it's incredible the use cases I'm hearing public sector. The U. S. Air Force was talking about how they've done this. Many of them are not public about how they're modernizing dams, and I tend to learn the best from these vertical use case studies. I mean, I spend a significant part of my life is you know, it s a P and increasingly I want to help the company become a lot more vertical. Use case in banking, public sector, telco manufacturing, CPG retail top four or five where we're seeing a lot of recurrence of these. The Tan Xue portfolio actually brings us closest to almost that s a P type of dialogue because we're having an apse dialogue in the in the speak of an industry as opposed to bits and bytes Notice I haven't talked at all about kubernetes or containers. I'm talking about the business problem being solved in a retailer or a bank or public sector or whatever have you now from a developer audience, which was the second part of your question? Dave, you know, we talked about this, I think a year or two ago. We have five million developers today that we've been able to, you know, as bringing these acquisitions earn some audience with about two or three million from from the spring community and two or three million from the economic community. So think of those five million people who don't know us because of two acquisitions we don't. Obviously spring was inside Vienna where went out of pivotal and then came back. So we really have spent a lot of time with that community. A few weeks ago, we had spring one. You guys are aware of that? That conference record number of attendees okay, Registered, I think of all 40 or 50,000, which is, you know, much bigger than the physical event. And then a substantial number of them attended live physical. So we saw a great momentum out of spring one, and we're really going to take care of that, That that community base of developers as they care about Java Manami also doing really, really well. But then I think the rial audience it now has to come from us becoming part of the conversation. That coupon at AWS re invent at ignite not just the world, I mean via world is not gonna be the only place where infrastructure and developers come to. We're gonna have to be at other events which are very prominent and then have a developer marketplace. So it's gonna be a multiyear effort. We're okay with that. To grow that group of about five million developers that we today Kate or two on then I think there will be three or four other companies that also play very prominently to developers AWS, Microsoft and Google. And if we're one among those three or four companies and remembers including that list, we feel very good about our ability to be in a place where this is a shared community, takes a village to approach and an appeal to those developers. I think there will be one of those four companies that's doing this for many years to >>come. Santa, I got to get your take on. I love your reference to the Web days and how the development environment change and how the simplicity came along very relevant to how we're seeing this digital transformation. But I want to get your thoughts on how you guys were doing pre and now during and Post Cove it. You already had a complicated thing coming on. You had multi cloud. You guys were expanding your into end you had acquisitions, you mentioned a few of them. And then cove it hit. Okay, so now you have Everything is changing you got. He's got more complex city. You have more solutions, and then the customer psychology is change. You got to spectrums of customers, people trying to save their business because it's changed, their customer behavior has changed. And you have other customers that are doubling down because they have a tailwind from Cove it, whether it's a modern app, you know, coming like Zoom and others are doing well because of the environment. So you got your customers air in this in this in this, in this storm, you know, they're trying to save down, modernized or or or go faster. How are you guys changing? Because it's impacted how you sell. People are selling differently, how you implement and how you support customers, because you already had kind of the whole multi cloud going on with the modern APS. I get that, but Cove, it has changed things. How are you guys adopting and changing to meet the customer needs who are just trying to save their business on re factor or double down and continue >>John. Great question. I think I also talked about some of this in one of your previous digital events that you and I talked about. I mean, you go back to the last week of February 1st week of March, actually back up, even in January, my last trip on a plane. Ah, major trip outside this country was the World Economic Forum in Davos. And, you know, there were thousands of us packed into the small digits in Switzerland. I was sitting having dinner with Andy Jassy in a restaurant one night that day. Little did we know. A month later, everything would change on DWhite. We began to do in late February. Early March was first. Take care of employees. You always wanna have the pulse, check employees and be in touch with them. Because the health and safety of employees is much more important than the profits of, um, where you know. So we took care of that. Make sure that folks were taking care of older parents were in good place. We fortunately not lost anyone to death. Covert. We had some covert cases, but they've recovered on. This is an incredible pandemic that connects all of us in the human fabric. It has no separation off skin color or ethnicity or gender, a little bit of difference in people who are older, who might be more affected or prone to it. But we just have to, and it's taught me to be a significantly more empathetic. I began to do certain things that I didn't do before, but I felt was the right thing to do. For example, I've begun to do 25 30 minute calls with every one of my key countries. You know, as I know you, I run customer operations, all of the go to market field teams reporting to me on. I felt it was important for me to be showing up, not just in the big company meetings. We do that and big town halls where you know, some fractions. 30,000 people of VM ware attend, but, you know, go on, do a town hall for everybody in a virtual zoom session in Japan. But in their time zone. So 10 o'clock my time in the night, uh, then do one in China and Australia kind of almost travel around the world virtually, and it's not long calls 25 30 minutes, where 1st 10 or 15 minutes I'm sharing with them what I'm seeing across other countries, the world encouraging them to focus on a few priorities, which I'll talk about in a second and then listening to them for 10 15 minutes and be, uh and then the call on time or maybe even a little earlier, because every one of us is going to resume button going from call to call the call. We're tired of T. There's also mental, you know, fatigue that we've gotta worry about. Mental well, being long term. So that's one that I personally began to change. I began to also get energy because in the past, you know, I would travel to Europe or Asia. You know, 40 50%. My life has travel. It takes a day out of your life on either end, your jet lag. And then even when you get to a Tokyo or Beijing or to Bangalore or the London, getting between sites of these customers is like a 45 minute, sometimes in our commute. Now I'm able to do many of these 25 30 minute call, so I set myself a goal to talk to 1000 chief security officers. I know a lot of CEOs and CFOs from my times at S A P and VM ware, but I didn't know many security officers who often either work for a CEO or report directly to the legal counsel on accountable to the audit committee of the board. And I got a list of these 1,002,000 people we called email them. Man, I gotta tell you, people willing to talk to me just coming, you know, into this I'm about 500 into that. And it was role modeling to my teams that the top of the company is willing to spend as much time as possible. And I have probably gotten a lot more productive in customer conversations now than ever before. And then the final piece of your question, which is what do we tell the customer in terms about portfolio? So these were just more the practices that I was able to adapt during this time that have given me energy on dial, kind of get scared of two things from the portfolio perspective. I think we began to don't notice two things. One is Theo entire move of migration and modernization around the cloud. I describe that as you know, for example, moving to Amazon is a migration opportunity to azure modernization. Is that whole Tan Xue Eminem? Migration of modernization is highly relevant right now. In fact, taking more speed data center spending might be on hold on freeze as people kind of holding till depend, emmick or the GDP recovers. But migration of modernization is accelerating, so we wanna accelerate that part of our portfolio. One of the products we have a cloud on Amazon or Cloud Health or Tan Xue and maybe the other offerings for the other public dog. The second part about portfolio that we're seeing acceleration around is distributed workforce security work from home work from anywhere. And that's that combination off workspace, one for both endpoint management, virtual desktops, common black envelope loud and the announcements we've now made with Z scaler for, uh, distributed work for security or what the analysts called secure access. So message. That's beautiful because everyone working from home, even if they come back to the office, needs a very different model of security and were now becoming a leader in that area. of security. So these two parts of the portfolio you take the five franchise pillars and put them into these two buckets. We began to see momentum. And the final thing, I would say, Guys, just on a soft note. You know, I've had to just think about ways in which I balance work and family. It's just really easy. You know what, 67 months into this pandemic to burn out? Ah, now I've encouraged my team. We've got to think about this as a marathon, not a sprint. Do the personal things that you wanna do that will make your life better through this pandemic. That in practice is that you keep after it. I'll give you one example. I began biking with my kids and during the summer months were able to bike later. Even now in the fall, we're able to do that often, and I hope that's a practice I'm able to do much more often, even after the pandemic. So develop some activities with your family or with the people that you love the most that are seeing you a lot more and hopefully enjoying that time with them that you will keep even after this pandemic ends. >>So, Sanjay, I love that you're spending all this time with CSOs. I mean, I have a Well, maybe not not 1000 but dozens. And they're such smart people. They're really, you know, in the thick of things you mentioned, you know, your partnership with the scale ahead. Scott Stricklin on who is the C. C so of Wyndham? He was talking about the security club. But since the pandemic, there's really three waves. There's the cloud security, the identity, access management and endpoint security. And one of the things that CSOs will tell you is the lack of talent is their biggest challenge. And they're drowning in all these products. And so how should we think about your approach to security and potentially simplifying their lives? >>Yeah. You know, Dave, we talked about this, I think last year, maybe the year before, and what we were trying to do in security was really simplified because the security industry is like 5000 vendors, and it's like, you know, going to a doctor and she tells you to stay healthy. You gotta have 5000 tablets. You just cannot eat that many tablets you take you days, weeks, maybe a month to eat that many tablets. So ah, grand simplification has to happen where that health becomes part of your diet. You eat your proteins and vegetables, you drink your water, do your exercise. And the analogy and security is we cannot deploy dozens of agents and hundreds of alerts and many, many consoles. Uh, infrastructure players like us that have control points. We have 70 million virtual machines. We have 75 million virtual switches. We have, you know, tens of million's off workspace, one of carbon black endpoints that we manage and secure its incumbent enough to take security and making a lot more part of the infrastructure. Reduce the need for dozens and dozens of point tools. And with that comes a grand simplification of both the labor involved in learning all these tools. Andi, eventually also the cost of ownership off those particular tool. So that's one other thing we're seeking to do is increasingly be apart off that education off security professionals were both investing in ah, lot of off, you know, kind of threat protection research on many of our folks you know who are in a threat. Behavioral analytics, you know, kind of thread research. And people have come out of deep hacking experience with the government and others give back to the community and teaching classes. Um, in universities, there are a couple of non profits that are really investing in security, transfer education off CSOs and their teams were contributing to that from the standpoint off the ways in which we can give back both in time talent and also a treasure. So I think is we think about this. You're going to see us making this a long term play. We have a billion dollar security business today. There's not many companies that have, you know, a billion dollar plus of security is probably just two or three, and some of them have hit a wall in terms of their progress sport. We want to be one of the leaders in cybersecurity, and we think we need to do this both in building great product satisfying customers. But then also investing in the learning, the training enable remember, one of the things of B M worlds bright is thes hands on labs and all the training enable that happened at this event. So we will use both our platform. We in world in a variety of about the virtual environments to ensure that we get the best education of security to professional. >>So >>that's gonna be exciting, Because if you look at some of the evaluations of some of the pure plays I mean, you're a cloud security business growing a triple digits and, you know, you see some of these guys with, you know, $30 billion valuations, But I wanted to ask you about the market, E v m. Where used to be so simple Right now, you guys have expanded your tam dramatically. How are you thinking about, you know, the market opportunity? You've got your five franchise platforms. I know you're very disciplined about identifying markets, and then, you know, saying, Okay, now we're gonna go compete. But how do you look at the market and the market data? Give us the update there. >>Yeah, I think. Dave, listen, you know, I like davinci statement. You know, simplicity is the greatest form of sophistication, and I think you've touched on something that which is cos we get bigger. You know, I've had the great privilege of working for two great companies. s a P and B M where the bulk of my last 15 plus years And if something I've learned, you know, it's very easy. Both companies was to throw these TLS three letter acronyms, okay? And I use an acronym and describing the three letter acronyms like er or s ex. I mean, they're all acronyms and a new employee who comes to this company. You know, Carol Property, for example. We just hired her from Google. Is our CMO her first comments like, My goodness, there is a lot of off acronyms here. I've gotta you need a glossary? I had the same reaction when I joined B. M or seven years ago and had the same reaction when I joined the S A. P 15 years ago. Now, of course, two or three years into it, you learn everything and it becomes part of your speed. We have toe constantly. It's like an accordion like you expanded by making it mawr of luminous and deep. But as you do that it gets complex, you then have to simplify it. And that's the job of all of us leaders and I this year, just exemplifying that I don't have it perfect. One of the gifts I do have this communication being able to simplify things. I recorded a five minute video off our five franchise pill. It's just so that the casual person didn't know VM where it could understand on. Then, when I'm on your shore and when on with Jim Cramer and CNBC, I try to simplify, simplify, simplify, simplify because the more you can talk and analogies and pictures, the more the casual user. I mean, of course, and some other audiences. I'm talking to investors. Get it on. Then, Of course, as you go deeper, it should be like progressive layers or feeling of an onion. You can get deeper. It's not like the entire discussion with Sanjay Putin on my team is like, you know, empty suit. It's a superficial discussion. We could go deeper, but you don't have to begin the discussion in the bowels off that, and that's really what we don't do. And then the other part of your question was, how do we think about new markets? You know, we always start with Listen, you sort of core in contact our borough come sort of Jeffrey Moore, Andi in the Jeffrey more context. You think about things that you do really well and then ask yourself outside of that what the Jason sees that are closest to you, that your customers are asking you to advance into on that, either organically to partnerships or through acquisitions. I think John and I talked about in the previous dialogue about the framework of build partner and by, and we always think about it in that order. Where do we advance and any of the moves we've made six years ago, seven years ago and I joined the I felt VM are needed to make a move into mobile to really cement opposition in end user computing. And it took me some time to convince my peers and then the board that we should by Air One, which at that time was the biggest acquisition we've ever done. Okay. Similarly, I'm sure prior to me about Joe Tucci, Pat Nelson. We're thinking about nice here, and I'm moving to networking. Those were too big, inorganic moves. +78 years of Raghu was very involved in that. The decisions we moved to the make the move in the public cloud myself. Rgu pack very involved in the decision. Their toe partner with Amazon, the change and divest be cloud air and then invested in organic effort around what's become the Claudia. That's an organic effort that was an acquisition fast forward to last year. It took me a while to really Are you internally convinced people and then make the move off the second biggest acquisition we made in carbon black and endpoint security cement the security story that we're talking about? Rgu did a similar piece of good work around ad monetization to justify that pivotal needed to come back in. So but you could see all these pieces being adjacent to the core, right? And then you ask yourself, Is that context meaning we could leave it to a partner like you don't see us get into the hardware game we're partnering with. Obviously, the players like Dell and HP, Lenovo and the smart Knick players like Intel in video. In Pensando, you see that as part of the Project Monterey announcement. But the adjacent seas, for example, last year into app modernization up the stack and into security, which I'd say Maura's adjacent horizontal to us. We're now made a lot more logical. And as we then convince ourselves that we could do it, convince our board, make the move, We then have to go and tell our customers. Right? And this entire effort of talking to CSOs What am I doing is doing the same thing that I did to my board last year, simplified to 15 minutes and get thousands of them to understand it. Received feedback, improve it, invest further. And actually, some of the moves were now making this year around our partnership in distributed Workforce Security and Cloud Security and Z scaler. What we're announcing an XDR and Security Analytics. All of the big announcements of security of this conference came from what we heard last year between the last 12 months of my last year. Well, you know, keynote around security, and now, and I predict next year it'll be even further. That's how you advance the puck every year. >>Sanjay, I want to get your thoughts. So now we have a couple minutes left. But we did pull the audience and the community to get some questions for you, since it's virtually wanted to get some representation there. So I got three questions for you. First question, what comes after Cloud and number two is VM Ware security company. And three. What company had you wish you had acquired? >>Oh, my goodness. Okay, the third one eyes gonna be the turkey is one, I think. Listen, because I'm gonna give you my personal opinion, and some of it was probably predates me, so I could probably safely So do that. And maybe put the blame on Joe Tucci or somebody else is no longer here. But let me kind of give you the first two. What comes after cloud? I think clouds gonna be with us for a long time. First off this multi cloud world, you just look at the moment, um, that AWS and azure and the other clouds all have. It's incredible on I think this that multi cloud from phenomenon. But if there's an adapt ation of it, it's gonna be three forms of cloud. People are really only focus today in private public cloud. You have to remember the edge and Telco Cloud and this pendulum off the right balance of workloads between the data center called it a private cloud. The public cloud on one end and the telco edge on the other end. I think we're in a really good position for workloads to really swing between all three of those locations. Three other part that I think comes as a sequel to Cloud is cloud native. All of the capabilities a serverless functions but also containers that you know. Obviously the one could think of that a sister topics to cloud but the entire world of containers. The other seat, uh, then cloud a cloud native will also be topics, but these were all fairly connected. That's how I'd answer the first question. A security company? Absolutely. We you know, we aspire to be one of the leading companies in cyber security. I don't think they will be only one. We have to show this by the wealth on breath of our customers. The revenue momentum we have Gartner ranking us or the analysts ranking us in top rights of magic quadrants being viewed as an innovator simplifying the stack. But listen, we weren't even on the radar. We weren't speaking of the security conferences years ago. Now we are. We have a billion dollar security business, 20,000 plus customers, really strong presences and network endpoint and workload and Cloud Security. The three Coppola's a lot more coming in Security analytics, Cloud Security distributed workforce Security. So we're here to stay. And if anything, BMR persist through this, we're planning for multi your five or 10 year timeframe. And in that course I mean, the competition is smaller. Companies that don't have the breadth and depth of the n words are Andy muscle and are going market. We just have to keep building great products and serving customer on the third man. There's so many. But I mean, I think Listen, when I was looking back, I always wondered this is before I joined so I could say the summit speculatively on. Don't you know, make this This is BMR. Sorry. This is Sanjay one's opinion. Not VM. I gotta make very, very clear. Well, listen, I would have if I was at BMO in 2012 or 2013. I would love to about service now then service. It was a great company. I don't even know maybe the company's talk, but then talk about a very successful company at that time now. Maybe their priorities were different. I wasn't at the company at the time, but I can speculate if that had happened, that would have been an interesting Now I think that was during the time of Paul Maritz here and and so on. So for them, maybe there were other priorities the company need to get done. But at that time, of course, today s so it's not as big of a even slightly bigger market cap than us. So that's not happening. But that's a great example of a good company that I think would have at that time fit very well with VM Ware. And then there's probably we don't look back and regret we move forward. I mean, I think about the acquisitions we have made the big ones. Okay, Nice era air watch pop in black. Pivotal. The big moves we've made in terms of partnership. Amazon. What? We're announcing this This, you know, this week within video and Z scaler. So you never look back and regret. You always look for >>follow up on that To follow up on that from a developer, entrepreneurial or partner Perspective. Can you share where the white spaces for people to innovate around vm Where where where can people partner and play. Whether I'm an entrepreneur in a garage or venture back, funded or say a partner pivoting and or resetting with Govind, where's the white spaces with them? >>I think that, you know, there's gonna be a number off places where the Tan Xue platform develops, as it kind of makes it relevant to developers. I mean, there's, I think the first way we think about this is to make ourselves relevant toe all of that ecosystem around the C I. C. D type apply platform. They're really good partners of ours. They're like, get lab, You know, all of the ways in which open source communities, you know will play alongside that Hash E Corp. Jay frog there number of these companies that are partnering with us and we're excited about all of their relevancy to tend to, and it's our job to go and make that marketplace better and better. You're going to hear more about that coming up from us on. Then there's the set of data companies, you know, con fluent. You know, of course, you've seen a big I p o of a snowflake. All of those data companies, we'll need a very natural synergy. If you think about the old days of middleware, middleware is always sort of separate from the database. I think that's starting to kind of coalesce. And Data and analytics placed on top of the modern day middleware, which is containers I think it's gonna be now does VM or play physically is a data company. We don't know today we're gonna partner very heavily. But picking the right set of partners been fluent is a good example of one on. There's many of the next generation database companies that you're going to see us partner with that will become part of that marketplace influence. And I think, as you see us certainly produce out the VM Ware marketplace for developers. I think this is gonna be a game changing opportunity for us to really take those five million developers and work with the leading companies. You know, I use the example of get Lab is an example get help there. Others that appeal to developers tie them into our developer framework. The one thing you learn about developers, you can't have a mindset. With that, you all come to just us. It's a very mingled village off multiple ecosystems and Venn diagrams that are coalescing. If you try to take over the world, the developer community just basically shuns you. You have to have a very vibrant way in which you are mingling, which is why I described. It's like, Listen, we want our developers to come to our conferences and reinvent and ignite and get the best experience of all those provide tools that coincide with everybody. You have to take a holistic view of this on if you do that over many years, just like the security topic. This is a multi year pursuit for us to be relevant. Developers. We feel good about the future being bright. >>David got five minutes e. >>I thought you were gonna say Zoom, Sanjay, that was That was my wildcard. >>Well, listen, you know, I think it was more recently and very fast catapult Thio success, and I don't know that that's clearly in the complete, you know, sweet spot of the anywhere. I mean, you know, unified collaboration would have probably put us in much more competition with teams and, well, back someone you always have to think about what's in the in the bailiwick of what's closest to us, but zooms a great partner. Uh, I mean, obviously you love to acquire anybody that's hot, but Eric's doing really well. I mean, Erica, I'm sure he had many people try to come to buy him. I'm just so proud of him as a friend of all that he was named to Time magazine Top 100. But what he's done is phenomenon. I think he could build a company that's just his important, his Facebook. So, you know, I encourage him. Don't sell, keep building the company and you'll build a company that's going to be, you know, the enterprise version of Facebook. And I think that's a tremendous opportunity to do this better than anybody else is doing. And you know, I'm as an immigrant. He's, you know, China. Born now American, I'm Indian born, American, assim immigrants. We both have a similar story. I learned a lot from him. I learned a lot from him, from on speed on speed and how to move fast, he tells me he learns a thing to do for me on scale. We teach each other. It's a beautiful friendship. >>We'll make sure you put in a good word for the Kiwi. One more zoom integration >>for a final word or the zoom that is the future Facebook of the enterprise. Whatever, Sanjay, Thank >>you for connecting with us. Virtually. It is a digital foundation. It is an unpredictable world. Um, it's gonna change. It could be software to find the operating models or changing you guys. We're changing how you serve customers with new chief up commercial customer officer you have in place, which is a new hire. Congratulations. And you guys were flexing with the market and you got a tailwind. So congratulations, >>John and Dave. Always a pleasure. We couldn't do this without the partnership. Also with you. Congratulations of Successful Cube. And in its new digital format, Thank you for being with us With VM world here on. Do you know all that you're doing to get the story out? The guests that you have on the show, they look forward, including the nonviable people like, Hey, can I get on the Cuban like, Absolutely. Because they look at your platform is away. I'm telling this story. Thanks for all you're doing. I wish you health and safety. >>I'm gonna bring more community. And Dave is, you know, and Sanjay, and it's easier without the travel. Get more interviews, tell more stories and tell the most important stories. And thank you for telling your story and VM World story here of the emerald 2020. Sanjay Poon in the chief operating officer here on the Cube I'm John for a day Volonte. Thanks for watching Cube Virtual. Thanks for watching.