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Day Three Kickoff | Cloud City Live 2021


 

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

Published Date : Jul 6 2021

SUMMARY :

Great to see you again. but the right people are hundreds of people from the Yeah, and the thing I will a lot to say as we all know. But I think it was Danielle: Can't shut me up. for the big guys to tap out We're going to talk about it again. And it's not about the And I'm starting to see these connections And the integration partnership, And I think for you guys, that's going to be frozen. One time to upgrade it every First of all, my kids love him. I mean, he is amazing. and he's just close it off. He takes the failures. And I think that's what I like but he fired the entire PR department Obviously, the crypto Danielle: I think he And again, the growth that you What's your reaction? And I think it's an I got to chime in here for a second to run all the software-defined stuff. But the cloud, what you And so the Telcos are going And that is going to and the AI and the ML but they let you buy And that's why you see Amazon so that the businesses could I think with the AI and machine learning, This is going to be And it's a great start to and the events will be back. now is the time to act That was great look at what's It had the security clicking people, Let's take a look at this Dave, that was a highlight reel yesterday. down to a couple of That's the way he thinks. I think it's going to help What is the key message And it's going to be shrunk And if you look out a couple of years, pretty good as we say in chess. on getting the public cloud I mean the late Clayton Christensen I mean, all these things are going on. and the consumer saying, hey, And that's what we're going I want to love my Telco. And again, Cloud City's a home run. Thanks for having theCUBE. Thank you guys. and it's all going to go online

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Day Three Intro


 

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

Published Date : Jul 3 2021

SUMMARY :

Great to see you again. but the right people are the first event to cancel it's just the top of Dave: I think I got to say, Danielle: Can't Shut me up. for the big guys to tap out and it's not about the And I'm starting to see these connections And they're talking about Android Danielle: And I think for you guys, I mean, that's really the theme, Danielle: One time to John: I mean, he's He's just, you know what? and he's just blows it off. He takes the failures, And that's going to take a decade. but he fires the entire PR department Danielle: I think he and all the open ranch stuff, and it's just going to keep eating it, And that is going to be a huge difference. and the analytics and the AI, and ML And just going to again, This is going to be And it's a great start to and the events will be back, now is the time to act and back to a star studded performance. in Cloud City, this next video DR, It had the security, clicking peoples, this awesome highlight video Dave, that was a highlight reel yesterday. and software down to a couple I think it's going to help it's going to become hybrid dynamics, and it's going to be shrunk down, in these chess game that you play? on getting to the public John: I mean the late Clay Christianson Danielle: If we're and the consumer saying, Hey, I can't wait for that I and you're driving it. Thank you guys as always, and it's all going to go online

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Day 3 Kickoff with Danielle Royston | Cloud City Live 2021


 

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

Published Date : Jun 30 2021

SUMMARY :

Great to see you again. hundreds of people from the big groups coming to the show, we're seeing the executives are coming smaller He says, one of the things that's happened with this hybrid events is that people are watching. I think I got to say you have a lot to say as we all know. I'm hearing the conversation in the booth about like, Hey, I talked to Pete when security or I went and talked And they're talking about Android with Android, for mobile. And I think that's bringing in the hyperscalers, I mean, that's really the theme, right? Yeah. I mean, he's always a crowd pleaser. He's just, you know what? And he's just, you know, and he's just like, He takes the failures, And I think that's what I like to compare myself to Elon Musk, right? I'm just going to go do my own, his own PR actually the crypto, And I think my young kids, not young, they're in their twenties. And I think it's a, And so the telcos are going to go through the same thing. And I think people in telcos still don't get this about the public cloud. I think with the AI and machine learning where you start getting into these new And it's a great start to get your stuff over And this has been a great experience for the cube. that now is the time to act on embracing public clouds back in cloud All the people from their booths are all coming in to watch. Dave, that was a highlight reel yesterday. what a lot of people don't know is when you look at autonomous vehicles, remember you're driving down Palo Alto, you see one of those LIDAR And I think it's a great idea. What is the key message that you'd like to send me? I think all of the software in telco needs to be written. If you look out a couple of years, what would be a successful? on getting to the public cloud and you can't sit there and protect your old business models, your, you know, I mean the late clay Christianson had all the same things. And that's what we're going to see. I want to love my Netflix. And again, cloud cities, a home run. It's always super fun. And of course, Adam in cloud city studio was waiting for

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James Grant and Andrew Hoskin, LastMileXchange | Cloud City Live 2021


 

(upbeat music) >> Back the cube here. I'm John Furrier with the cube. Thanks Adam in the studio. We've got two entrepreneurs here. Co-founders of LastMileXchange, Andrew Hoskin and James Grant. Guys, thanks for coming on the cube, >> John. Good to be here. >> Love to get the entrepreneur, both co-founders making it happen. I mean, the pandemic was either a tailwind or a headwind for companies and certainly the internet didn't break. Everything worked out great. So, let's just jump in, why don't we get into some of the questions. What does LMX do? Who are you guys? Take a quick minute to explain what you guys do. >> Sure. So, we're a software provider. We have a cloud-based SAS platform, which effectively it's a bit like a Skyscanner or an Expedia for networks. Carriers need to buy and sell networks from each other and we help them do that. And we have been in the cloud since day one. And so, that's what we do while we're here and it's a good place for us to tell you about it. >> I got it. I got to ask you, because one of the things being entrepreneur, you've got to read the tea leaves. One of the secrets of being a co-founder and doing anything entrepreneurial these days is you got to see the future, but then you've got to come back to the present and convince everybody, what's going on. >> Entrepreneurs: Yeah. >> What is the core value proposition? What's the day in the life of a conversation? I mean you're talking to Martians now, like, huh? What's the public cloud it's like, is it like, isn't it just the internet? It's changing. What's the value proposition? What's the conversation like? >> So, the value position for us is that we, you know, we work with our customers to accelerate the sales cycle through cloud based services. So, a lot of our customers are global tier one carriers. So, we're looking to automate their connectivity pricing, and we do that via a cloud-based solution. So it is vital to us. And particularly with having customers all across the globe, being able to sort of deploy cloud-based services makes life much easier. >> I got to ask you, one of the things that we love about cloud is the agilities. >> Yeah. >> Can you talk about the impact of what you guys are offering for the agility side. What's the impact of the consumer, the application developer, what's the impact? >> Clouds have a big play for us, big impact for our customers. So we provide our solution effectively, almost a plug and play for them. So, we do quoting really, really well. You want to know where a network is, you want to know the connectivity, we'll sort that out for you, and we can give you a solution that they can plug into their systems really quickly. In terms of, for us, when we first started, we had servers in data centers and managing software on that, but we moved to Amazon pretty early. And what we now have is, we can spin up a new customer environment in a day, which you know, from previously two, three weeks. So, cloud has been transformational for us and hopefully for our customers as well. >> And you guys target mainly carriers? >> Very much so, yeah. We're very much in the big carrier Telco space. The people that provide the fabric upon which all of this sits. >> Yeah. And then by the way, it's magic and this, it's robust. It's what we need, utilities, it's important. Last mile, obviously, as we all, some people look at it and say, go back decades, rug ban, you know, last mile is always that last nut to crack. 5G's here, the mobile sector is looking at massive growth. You're starting to see the cloud providers recognize that the edge is just another network connection. >> Yeah, absolutely. >> How do you guys see that evolving? What's going on? How do you see that affecting your business, the customers on the market? >> Well, so network, I mean, access is all about getting onto the network, whether you're talking cloud or whatever. So, if you can't get into the network, cloud is nothing. If you can't sort of back haul your 5G, you're stuck. So, what we're seeing is, even with 5G, as it rolls out, as people look to densify their networks, they still need to get all that voice stuff, all that data traffic onto fiber. So, we're seeing a lot of interest there still in knowing where connectivity options are, knowing where the network is. With James also, I mean, that other aspect of access, 10 years ago was all about fiber. But you were just telling me before about how increasingly carriers are using 5G as effectively a router in a box, ship it in by a DPD or FedEx out to a customer. >> Yeah. So typically we'll think about mobile as connecting your mobile phone, but now we're looking at sort of, mobile connecting buildings. And one of the key challenges when you're connecting a building with mobile is what the actual connectivity within the building is. So, often we will see mobile maps that show you that sort of connectivity at sort of, the outside level. But of course, you're actually going to have your infrastructure in the building. So, you need to know what the straight signal strength is there. So, we're actually working with a partner at the moment so that we can identify within a building, what the quality of the signal is. >> I mean, that's class, if you think about like, most people think of, oh, it just drops to the end point and then you've got more network behind it, wireless. You got now to work at home dynamics, IOT devices. So, you guys have the buy-sell side of things going on, you got the carriers buying and selling there. >> Entrepreneurs: Yeah, absolutely. >> And then, SD WAN is a huge market, >> Andrew: Absolutely. >> That's growing and, as well. >> And all of that relies on access. Do you know what I mean? Like, you can talk 5G, you can talk IOT. And of course, those are the exciting, sexy things in the industry. But underpinning all of that is a network. And you mentioned the word before and it's right, utility, you know, maybe it's not the sexy side of things, but you've got to have it, otherwise, nothing else works. >> You know, one of the things we do a lot of cloud cover, we cover all of Amazon shows here coming into Telco, the Telco, digital revolution that's going on here, you can see it. And some people aren't ready for it. Almost like, reminds me of the mainframe days back when I was growing up in college, it's like, oh, I'm not, I don't want to do the mainframe. I'm the new guy, I'm the young kid. I love this, a PC and mini computers. Here, it's the same thing. It's kind of like, okay, I see the cloud, but when you have infrastructure as code, >> Yeah. >> Everything gets fuzzy. >> Yeah. >> I mean, now you're talking about programmability. So, that edge at the application level, some say it's going to be a massive innovation enabler, which is going to change that infrastructure's code, which means that guys like you guys got to be able to provide programmable routes, programmable and, >> Yeah. And APR is our, and the programmability of the network, the whole interplay from whether it's quoting, whether it's ordering, whether it's delivering services, whether it's kind of somebody going into somewhere and saying, "I'd like a, a hundred gig into this building", pressing a button and 15 minutes later, everything rolls together to turn it up, is where the whole industry is going. >> Let's take that for a second. >> Sure. >> Just a mind blowing scenario right there. Sounds simple. >> Yeah. >> Compared to where we were just 15 years ago. >> Yeah. >> That scenario didn't exist. >> No. >> And it's hard. It's not trivial. >> No. >> It's not non-trivial. All right. So what's this mean for customers? Are they like buying this level now, like, are they like, where are they on the spectrum of, you know, buying and the progression of operationalizing their business to be fully robust, network end to end, visibility on workloads to network? >> I would say it often depends where the customer is. So, obviously we deal with global customers and that's one of our big selling points is that, you know, a lot of people are focusing on the US, the Western European market, you know, and the connectivity challenges that they're trying to solve there. Our customers have global customers who are looking for connectivity all throughout world. And often there'll be things like mining companies who don't have fiber going into them. And so, we need to be able to work with our customers and their suppliers to be able to automate everything, because you can only fully quote a network when you've got all the locations back. And if you're waiting for information coming back from Africa or from the former CIS, then you know, you're going to have a problem. And we're working with companies in Africa and Russia, Kazakhstan, at the moment to help them automate everything. >> You know what's interesting, I just, my mind just goes nuts here when thinking about what you guys do, because as people start rolling their own with applications, they're going to need to have this programmability, like almost on demand, they're going to need to have, I want to do a digital TV network, I want to provision something or something's hybrid or at the edge. >> You've got a football game, or you've got something like this where you need capacity, you need it quickly. You need it for an event. >> Yeah, exactly. And 5G's perfect. I mean, how many times we've all been at a soccer game or a football game. It's like, I got bars but I have no back haul. Like we all been there. >> Yeah. >> Why, oh? >> Saturated the network and everyone's doing the same thing. >> The radios working, the back haul's choking. I mean, this is real. >> Absolutely. >> How does, does 5G solve that? I mean, where does that get, how does that get solved? I mean, is it going to be ubiquitous? Truly 5G going to make us all work better? I mean, certainly for the end use of 5G is it provides speed, it provides capacity. And also for the operators it provides being able to get more people onto it. And so, and 5G is not my core strength, but it absolutely will be transformative. What I can comment on is, like you say, for an event like this or the football or anything, the Euros, it ultimately goes into a pipe. So, you've got to make sure that you've got to have the right connectivity there and the right capacity there, from the user's phone, through the towers, all the way into the network, all the way to the data center and back again. So the edge, everything, has to play together to do that, and probably, rolling it out quickly and making sure it's agile and making sure it's fast and making sure it's quick and reliable. That's what needs to all work together. I liked how you said you know, the Expedia of the networks. >> Andrew: Yeah. >> That immediately in my mind says, okay, ease of use. >> Andrew: Yeah. >> From consumption standpoint, what's the next level of growth for you guys? I'm almost imagining is programmability or cloudifying or amplifying it, make it rain. >> Yeah, certainly we are going to continue to push into, yeah, effectively digital transformation in fact, across telecoms is happening. You would think there would be a lot further ahead than it is. It's not. There are a lot of people still quoting, ordering manually. So, we're very much part of that, but certainly the ordering and the provisioning, like we've mentioned, that's a big part, but for the industry, and we're going to hopefully be part of that, or we expect to be part of that. So that's, and making sure that connectivity is there when you need it. You know, I'm here, what's there? A bit like flights, I'd like to fly to New York. Who can do it, how much will it cost? I'll buy that one please. And that's what networks should be as well. >> James, what's your vision on how the customers are progressing in their mindset? Obviously, you've got the blocking and tackling to do, you're in the market. Where are they going with the use case and the application? >> The customers are getting to the stage where they're expecting to be able to go into a portal and turn up services. So, as with many things that we're seeing throughout life today, you can go into an app, you can press a couple of buttons and you can, you can order something. So, that's what they're expecting is to be able to just go and say, I need a hundred mg here, press a few buttons. And in 10 minutes time, the circuit's not only quoted, but it's provisioned. At the moment, there's this sort of a digital divide between those that have the digitization in place and those that don't. And that's the sort of the key that we're trying to sort of help the industry with is the sort of the, the outliers and, and also the main carriers to make sure that it's not a sort of, a digital haves and a digital have-nots. >> I was just going to say that. So, if you have the digital haves and have-nots, is that a function of them just not being operationalized in their digitization? Or is it they're not set up for it or they don't have you guys? What's that have-not side of it? How do they become the haves? >> One of the biggest challenges is actually around the sort of, identifying the connectivity at a particular location. So, in some countries it's very easy to do, like the US, UK, Netherlands. We have nice sort of standard address formatting, and you can identify a building at roof level. And when it comes to turning up connectivity straight away, you want to make sure that you turn up the connectivity to the right building. And that's one of the challenges that we're seeing throughout sort of, some of the Eastern European and the LatAm, the Asian and the African markets. >> I mean, we saw what happened with Amazon instances. You've got spot instances, you get reserved instances, you're starting to see that mindset. That's a SAS mindset. >> Yeah. >> That's kind of where things are going. Is that, you guys see the same thing here or is it different? >> Yeah. Well, certainly at the enterprise space, they tend to make decisions over a longer scale. So there, maybe not so much that you sign contracts in a year's term et cetera, but yeah, certainly as a provider, a SAS provider, using all those things, the ability to to tune your expenses, tune your costs, even your resource, you know, you're turning up servers by the hour, by the minute is a big thing. And it takes a mindset change for us and our customers. >> If you don't mind me asking, how long have you guys been doing business as co-founders, when did it start? What was the guiding principle? How do you guys look back now? >> James and I met working for Verizon many years ago. You might've heard of them. And, we sort of did what we do now, in as much as James ran the commercial side of things, I ran the software side of things and we saw that connectivity was a universal problem. And so we saw our opportunity. We went out, we started LastMileXchange. We pivoted once or twice, still in the same space, but we eventually realized that where we are now was what the industry needed. And that's where we've been pushing now for quite a few years. >> I want to give you guys a lot of credit and a lot of props, congratulations. I think, you know, the digital divide has been a broadband challenge for many, many years and decades. Now, you've got that urban divide where people don't have access. And I heard stories during the pandemic that people had access in the region, but couldn't get it to the home, affordability, access, devices. These are new issues, the digital divide, they have connectivity options. >> Andrew: Yeah. >> But it's not really clear yet. So, you're starting to see a lot more of that going on. Of course, the rural areas. >> Andrew: Yeah. >> I live out in the countryside on a farm. So, I'm quite used to their challenges of connectivity. You know, when I first moved into my house, I ended up having to get to way satellite broadband and things have improved now. But when we're talking about 5G, you have people in London, they have 5G. 5G is something that I'm not going to see for three, four years probably. >> Globally, it'll democratize access because like we were saying, we're sitting in an enterprise. You can send out a rooter or a router with a SIM card in it. I mean, you can give a kid a mobile phone in the middle of, you know, Kenya, and he can have access to the world through the internet. So, you know, that increased capacity, that increased densification of networks. Okay, they're not all going to be on 5G today. James hasn't got 5G and he only lives 30 minutes out of London. But 3G, 4G, I think the gentlemen on one of the keynotes was talking there about 3G Plus. You know, effectively, that's going to roll out. The 5G's are going to be in New Yorks and London, but, >> Like, it's going to be bring your own G to your house soon. And I think this space ops is going to be great. And I think overall, just overall, the challenges and the topologies, you're going to start to see diversity in the network topology, and actually it's going to explode. >> Andrew: Yeah, absolutely. Absolutely. >> Going to be super exciting. Well, again, I think you guys are under something big. I think this idea of sasifying, making things programmable, infrastructure as code is going to be pretty big. So, thanks for coming on. And what's your take, real quick, of Cloud City. >> It's been great. We've just walked in. We both said, as we came in, we came in yesterday to set up and we were really blown away and the rest of our team arrived today and they were very impressed as well. I was going to say Telco D on the team, have done a really impressive job. >> I think you have to come here and see it to believe it because when we walked in, it was just like, this place is stunning. >> Awesome. Well that's the cube coverage, we're rocking and rolling here. We're going back to the studio to see Adam and the team. Back to you.

Published Date : Jun 28 2021

SUMMARY :

Thanks Adam in the studio. I mean, the pandemic was either a tailwind us to tell you about it. One of the secrets of being a co-founder is it like, isn't it just the internet? So, the value position I got to ask you, one of the things What's the impact of the consumer, and we can give you a solution The people that provide the fabric recognize that the edge is just So, if you can't get into the And one of the key challenges So, you guys have the buy-sell in the industry. It's kind of like, okay, I see the cloud, So, that edge at the application level, and the programmability of the network, Just a mind blowing Compared to where we It's not trivial. on the spectrum of, you know, the Western European market, you know, or something's hybrid or at the edge. where you need capacity, I mean, how many times we've all been and everyone's doing the same thing. the back haul's choking. I mean, certainly for the end use of 5G That immediately in my mind says, of growth for you guys? and the provisioning, on how the customers are And that's the sort of the key So, if you have the digital And that's one of the challenges I mean, we saw what Is that, you guys see the same thing here the ability to to tune your expenses, I ran the software side of things And I heard stories during the pandemic Of course, the rural areas. I live out in the in the middle of, you know, Kenya, diversity in the network topology, Andrew: Yeah, absolutely. going to be pretty big. and the rest of our team arrived today I think you have to come Well that's the cube coverage,

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