>>Que presents HP Discover 2022. Brought to You by HP >>Good morning, everyone. It's the Cube live in Las Vegas. Day two of our coverage of HP Discover 2022 from the Venetian Expo Centre. Lisa Martin and David want a what a day we had yesterday and today. Unbelievable >>for today. Big Big day today, >>Big day Today we've got a lot. We got some big heavy hitters on talking with HP customers. Partners, leadership. We've a couple of guests up with us next. Going to be talking more about the ecosystem. He's welcome. Corey Dire, the chief revenue officer, Digital Realty and Cliff Evans, senior director. H P E Green like partner ecosystem Guys. Great to have you on the >>programme. Thank you. Great to be here. >>Thank you for having us excited to be here >>with. So that's so that's harness that excitement. Cory, talk to us about the partnership. The announcement? What's going on there with Digital Realty and Green like? >>Yeah, we're crazy excited about it. You know, we've got customers dealing with data, gravity and the opportunity around that and how they could make use of it. And then they're thinking through digital transformation. How how you doing? Multi cloud and they need a partnership. To do that in this partnership with Green Leg and digital is perfect solution for them. So I'm crazy excited to be here with Cliff absolute with all of you to talk about it and hopefully build out a great partnership in relationship with HP. >>Talk to us. Sure, you're crazy Excitement >>club? Absolutely no. I think it is absolutely fantastic Partnership. I think the term is coming together as organisations. Bringing the two platforms together isn't it is an amazing thing that we have for customers, customers we know they want. They want a cloud experience. But really, they want to do that without really the DC footprint that had previously. So how did they do that in a way that really works for them in a secure client secure, sustainable way. But with the cloud experience. Really, the combination of the two pieces coming together really makes that happen, and that is what that's exciting. So we >>dig in to the two things that you mentioned Cory digital transformation and multiply. When I go back to the early days of cloud, it was that girl, you know, nobody's going to do anything you know ever again in the data centre. You know Charles Phillips, the the CEO of in four, famously said, Friends don't let friends, Bill Data centres, right? Everything's going in the cloud. So a lot of people predicted, You know, guys like you were going to be in trouble. The exact opposite happened. The market took off. So you mentioned digital transformation of multi cloud. Can we peel the onion on that? What? What is it about those two items? Are there other trends? They're driving your business, >>you know, You tied right on to to where it started. All enterprises started going to the club and then they got to the cloud and there was more that they needed to make that rial. I talk about multi cloud. You're going to use different cloud providers for different opportunities and different applications. And so you have to start thinking about how does this work in a world where you're gonna go to multiple clouds, multiple locations and what it really drove? It is the need for Cole location to make this because you've got a distributed architecture in order to enable all of this and then having to have us help you out with it. And partners like HP. That's part of where it comes from. But if you think through going to the cloud, can you stay there? Is that the full solution? You need to secure sustainable solution for that. One of the opportunities for us around that is that if you're building data centres for yourself on Prem, you don't have all the cloud access we do. We've got more cloud access points than anybody. So that helps in this digital transformation. >>How How much home? I'm sorry, Didn't mean to you how much homogeneity is there are our clients or customers saying, Hey, I kind of want the same experience in the same infrastructure. Same same. Or they saying, Hey, I want to do stuff in Digital Realty that I can't get from, you know, a cloud provider, Oracle Rack. You know, something like that, >>I would tell you that they come to us from all the partners. So we are partner community. We are not going up the stack anywhere on that. We do are we do our part. We're really good at doing the data centres really good at building data. They descended sustainable. Our position in the market is sustainability around it. We were the first to sign up on the science based initiatives for zero kind of carbon neutrality and in the future in 2030. And so yeah, so I think there's the partner aspect that they need help with on it to drive that Yeah. >>And I think from that from the HP Green Lake perspective, I think customers they very much want that that cloud experience. But I want to do on their own terms. The partnership allows that to happen on Gapen simply the cloud experiencing with the green light cloud platform to really go and deliver that genuine cloud experience and then building cloud services. On top of that, they get all the benefits that they would have from a public cloud experience, but done in the way that they would prefer to do it. So it's bringing those pieces together on >>I think the other side of you asked if it was it was the same across the board and ubiquitous. It's very bespoke. Solutions weaken D'oh! Every customer we have has a different footprint. Most from the multinationals. So we think through where their data is, where it needs to be accessed where their customers are, where their employees are, what makes the most sense. And then the partnership we have with HP into a whole lot for making very bespoke solution for that customer and help them be successful. Journey >>s O on. That s o. So what we've done with destroy lt is we have a specific offer around how we go to market with this really going how customers So we call it Green Light with co location. It's all about really positioning on offer to customers that says, Look, we can go and do this with you and do it simply and really make it happen very quickly and efficiently. So the customer ends up with a single contract in a single invoice for Green Lake Cloud Services on the co location piece, all in one single contracts. That just makes it a lot easier in terms of organising on a really big part of that as well is that our involvement is also spans right from the design to the implementation to support. So we do the whole thing to really help organisations golf and do this. So that's the big for me. The big differentiator. So rather than just having Green Lake in Cloud Services, were saying, Look, we can now do the Coehlo piece and they can really take the whole thing to a whole new level in terms of that public cloud experience >>in the sari and that that that invoice comes from HPD or Digital Realty is bundled into that >>correct? Yes, directly through the channel. We can sell that in a number of different ways. Customers get that that single invoice on a big part of that as well, just going a little bit deeper on that. So what we do is we We use a part of the company called Data Centre Technology Services, which are a great kind of consulting organisation with tremendous experience and something like 3000 projects across 40 countries from the very smallest of the very largest of data centre implementation. So all of that really makes the whole thing a lot easier from a customer's perspective in terms of designing, implementing and then supporting. So you pull all of that together. It's fantastic >>and I think it's really changed to add on to that partner in prison. So customers, now we're thinking about it differently and data centres differently, and they see us as a strategic partner along with HP. To go after this used to be space, power and calling. Now it's How much connectivity do you have? What your sustainability profile? What's your security profile? How do you secure this data? Date is the lifeblood of all these companies and you have to have a really secure, sustainable solution for them, >>right? That's absolutely critical for every industry. Talk about the specific value prop at a bespoke co location solution delivers to customers. Maybe you got a favourite customer example that you think really articulates the value of this partnership. >>So I think a combination. So so I think we touched on a lot of it, actually. So there's obviously the data centre aspect itself in terms of with the footprint that realty have across the world, you can pick and choose the data centre in the class of data centre that you want in terms of your Leighton see and connectivity that you want. Then really, it's the green make peace in terms of the flexibility that you get with that really is that value. And as I touched on the Green Lake with Cole Oh, I think for me is from our perspective, I think the biggest piece of value that we provide there to really go make it happen. Yeah, >>there's about 70 applications right now that are part of Green Lake Polo that you can bespoke for what you need to. You can think around your specific solutions that you need, and we've got it all right there with HP Green like and follow for us. And because we have a 290 data centre footprint across 50 markets, it gives us the opportunity really be the data centre provider in the Partner for H P, pretty much anywhere but with connective ity everywhere. >>When you say 70 applications, these the 70 services are you talking about talking >>about? Okay, Category 70 services. There's a lot of stuff. >>Cory, when you talked about sustainability a couple of times, is a really important ingredient of the customer decision. Why is it because they're indirectly paying the power bill or is because that's the right thing to do? And they care. There's increased. People care about it more because you go back a while ago. People way always talked about green it, but it was all lip service. Is that changing or is that there? Is there an economics >>changing in a really big way? Almost every conversation I have with customers is how are you doing Sustainability. So if they're doing an on Prem, that's not their core capabilities. They don't know how to do that. On our end, I mentioned our SP R science based initiatives that we signed up for. But how do we enable that? Enable it for how do we build in designer data centres? How do we actually work them and operate them? And then how do we go after all the green sources of sustainable energy including, I think since 2015, we've issued six billion in green bonds around that same support of it. So yeah, >>and your customer can then I presume, report that on their sustainability report a >>good way to think about it. You no longer have your data centre at its sometimes less efficient way than way are we're really good at building sustainable data centres, and then you can actually get some credits back and forth, >>just from agreement. Perspective. So Green Lake. So there's a specific Forrester Impact report that looks a green lake on how it how it performs from sustainability. Perspective on Greenlee really is giving you their 30% reduction in your energy consumption. So there's a big kind of win there as well, I think. Which is then, >>why? Where does that come from? >>So it Zim part that kind of the avoidance of over provisioning such that you going right size things, Then you have you have you have a certain amount of reserve capacity that you're using them just using the extra consumption piece when you need it. So rather than having everything running at full speed, it really is kind of struggling as to how that work. So you get a combination of effects >>with consulting and the thoughtfulness around this bespoke solution that you have. You end up needing fewer servers, pure technology that drives less power consumption and therefore you get a lot of this same really base it down. You >>talked about the savings you talked about the simplification delivery perspective. Talk about the implementation. What's the time to value that Organisations can glean from this partnership >>superfast So So yeah this This does accelerate the whole process from from initial kind of opportunity if you like and customer inquiry through to actual implementation So previously this would take considerable amount of time in terms of to ing and froing between multiple organisations on Now what we do is coordinate that do it efficiently and effectively So D. C. T s Data Sentinel services team very closely. Just have those connections often do those things incredibly quickly and it does accelerate the whole time >>and they're tied in with our team is well around. Where's the leighton? See where the solutions Because we're really thinking about what is your stack looked like from an HP perspective, but then where you need to deploy it so that you have access to the clouds You have the right proper Leighton see across your environment and you really haven't distributed architecture that works the best for you and your company. >>So this is probably answer those questions Probably both, but I'm asking anyway, I've always been a repatriation sceptic, but I'm happy to be proven wrong. You guys have other data. And maybe this is part of what one of my blind spots question is, is what's driving your business in terms of the EU's case? Is it organisations saying Hey, we want to get out of the data centre business way Don't want to put everything into the cloud but we're going to go on a digital realty and being green leg and we're gonna move into that cola Or is it? People say, You know, while we over rotated into the cloud, you were going to come back. So it's >>both. It's both, >>Yeah, in the empire. The credit. >>I think there are a lot of customers with good intentions on going to the cloud, and then there's some cost with it that maybe they didn't fully factor in it at that time. And now you've got the ability around these bespoke solutions to really right size every bit of this. And when they originally did it, they didn't think through a distributor architecture. They thought my own prim, and then I'm just gonna burst everything that a cloud that's no longer the case, and it's not really the most efficient way to your point about repatriation. They start pulling their storage back in. Well, where do you want your data? Where do you want your storage? You wanted as close as you can to the clouds for that capability and in a solution that's wrapped around it makes it very simple for you. >>I think the repatriation is very real and is increasing, eh? So we're seeing a lot of it in terms of activity and customers really trying to understand the cost that they're incurring now from a public cloud perspective. And how can they do that differently? In fact, with combined offer that we have it, it makes it a lot easier to compare. So, yeah, that really is accelerating because you don't >>see it in the macro numbers. I mean, just to be honest, you see the cloud guys combined growing 35%. And is that because your business is in transition from traditional on prime model, too, and as a service model, and so you've got that imbalance and it gets hidden in >>all that, and I think it's I think it's a new wave of things that are happening. Yeah. I mean, there's a there's a lot of things, obviously, that makes complete sense to me in Public Cloud, but I do think there's been an over rotation towards it, so I think now that realisation and it's going to take time to kind of pick that. But it's absolutely happening. There are a lot of opportunities that we've gotten some very big ones I'd love to talk about. Can't quite talk about them just get but really, where there's big, big savings in terms of what they're paying from a public cloud perspective, Really, what they want is that full management cloud service to go make it happen. So the combination of the data centre piece to Green Lake piece and then some management services, whether they're from ourselves or from party community, from manage service providers that we also work with, that gives them the complete package. >>So I have another premise. A lot of it, of course, is traditionally been focused on internal, and I feel like there's a new era coming. It's talks of the ecosystem. Are you seeing customers not only running there it in digital realty and connecting to the cloud in a hybrid fashion, but also actually building new value and building businesses that are customer facing on that that air monetize herbal. Are you seeing that? Is that happening and having examples, even generic? >>Well, basic from our perspective, our partner community, that's what they do. We have a tonne of enterprise customers, but I'll need to connect and integrate the data that you have doesn't do anything for you, Fitz on its own. And it's not interacting with other data points. And it's not around interacting with other customers, other solutions in one night. So it does help build out a partner community, a solution community for our customers in our data centres and across the >>are their industry patterns emerging. In other words, is that data ecosystems emerging by industry or is a sort of or horizontal? >>There's a mix. So I think there's a lot of lot of financial sector stuff. Yes, certainly. And then certainly manufacturing s O. I think it's interesting that you're getting a bit of a combination, but not a lot of financial sector. >>Of course, the big bags early on that they could build their own cloud. Yeah, now they're probably rethinking that. Yeah, well, maybe >>they're also service providers. When you're that large a za bank on their end. They're doing a lot of work. E. I would also say the other part that a lot of people see as an opportunity is around all the HPC and AI applications as well, in addition to manufacturing distribution. So there's a lot of use cases, a lot of reasons, like us from sort of doing this >>wrap us up with value, perhaps that you're talking Torto Financial Services Organisation or a manufacturing company. What is that 32nd elevator pitch value problem? Why they should go HP Making Digital Realty together. >>So I would say green, like Rico location gives you a single contract. Singling voice, easy to go and design, implement support and go make happen. Sorry, that's very simple way say, very just make it easy >>on. And I would just say thank you on that. It's been great to speak with you guys. And yeah, when you think through that part of it also is a bespoke opportunity to put your data where it needs to be closer to your customers. Closer to the action you were thinking through the rape reiteration of it. A lot of it's being built out there on phones and whatnot. So you've got to think through where your data is and how you managed to >>write and enable every every company in every industry to be a data company. Because that's what, of course, the demanding consumers demanding that demand isn't it is not going to turn down right now. Absolutely. Just thanks so much for David. Very much. Thank you. Together in the ecosystem, there are guests. And Dave l want a I'm Lisa Martin. You're watching the key of live from the Venetian Expo Centre in Vegas, Baby. David, I will be back there next guest in a minute.

>>From around the globe. It's the queue with digital coverage of IBM. Think 20, 21 brought to you by IBM. Oh, welcome to here to the cube as we continue our series of IBM. Thank on John Walls. Your host here on the cube for our discussion with Scott Leighton, who is the senior partner and global finance transformation practice at IBM Scott. Thanks for joining us here on the cube. Good to see you today. >>Oh, great. See you, John. Thanks for having me. You >>Bet. Absolutely looking forward to it. Um, first off, I want you to just to put yourself in the CFO shoes these days, um, we're talking about this digital transformation and all that's occurring, particularly in finance and, and what are the, I guess, uh, issues or the challenges you think that are kind of keeping them up at night, and then we're gonna transition over to how you at IBM are trying to solve those problems for them. But first let's look at the CFO role. >>Sure, sure. Great question. And, and you know, if you'd asked us two years ago, we'd have a different answer in some ways, right? Uh, COVID has, has put a tremendous amount of pressure on businesses and CFOs in particular, especially when it comes to managing cash. Managing logistics, supply chain has been, has been pushed pretty hard to its limits. I think cash is, has always been King, but even more so now and their preservation of cash. Um, I think as well, we're now seeing in the last year or two, this push towards digitization, like you said, there was a long time in a lot of CFO's minds, a lot of reluctance around how fast they can move towards digitization, how, how quickly they could get people working remotely or using technology better move away from paper, invoices and things like that. And what we're finding is when people didn't have a choice, it happened relatively effortlessly. And so we've now seen a much broader appetite towards digitization leveraging tools, again, in pursuit of managing cash and creating efficiencies, reducing costs. So it's the same, it's the same benefits they've always looked at maybe a little bit more focused on cost and cash, but now the tools that they're able to use to, to, to make that happen are, are much more prevalent. They're much more open to their use. >>Yeah. So, so you're talking about, uh, making a decision voluntarily and then maybe external forces pushing you into and to, you know, try having decisions. So is that kind of where we are right now, where there is, there's really no option, uh, you gotta go, you have to make this kind of move. And so, um, you've got to answer to those external pressures and, and, and so this is not a voluntary mission. It's a must have in today's finance world. >>Yeah, I think so in the it's it's always been something that CFOs have wanted to move towards. Like no CFO will tell you that they love manual processes and they want stuff on paper, but there was always this ability to defer the decision and punt it a bit. And, and what's happened with the pandemic and changing the ways of working. It's forced that decision to happen again, I don't think it's created a citizen. It wouldn't have happened eventually, but it's certainly accelerated it and caused them to take it quicker. >>So you've conducted and it just released, you know, study the CFO study where you've looked at and categorized, I think interestingly enough of three kind of stacks of CFOs, uh, one's the star side, right. Uh, the other two are, are lagging a bit, uh, tell us a little bit about that, about the study and those categories. And then we'll break down a little bit into why that one group is the star side of this equation kind of what they're doing and then what you're suggesting the other two do. >>Gotcha, sure. Yeah. So, so what we do is when we, when we go and we do these surveys, we ask hundreds of CFOs, uh, how they think about their business, where they put their priorities in the business and compare that to the performance of their business. And what we find is that when you look at these, these different categorizations of, of, of CFOs and organizations, you have one that clearly stands above the rest in terms of performance. And what we find is there's a direct correlation between things like the usage of AI, things like agile methodologies, lots of different kind of almost cutting edge techniques in business, but also in technology that they're using to differentiate their businesses. And they're again, directly correlated with their performance in the market. >>So in terms of, of, um, I guess the lesson learned or how another CEO, CFO rather could learn from those, you know, this group that that's ahead of the game, what do you think is maybe the, some of the key takeaways that if I was on the outside looking in or observing someone who you think is doing it, you know, better than I am, right. Or, or maybe has a little more vision than what you're suggesting I have, what, what should I be looking at if I'm, if I realize I am in a deficit and there are people who are doing things perhaps in a more advanced state. Yeah, >>Yeah. Maybe, maybe a couple things. So one, we talked a little bit about digitization already ready, right? Leveraging technology more and more. Uh, and when we talk about technology, you can think about technology in a couple different ways. You can think about this concept of a next gen ERP, or you can think about this tech technology is more of a, like what's called an exponential technology. And our position would be that you, as a CFO or as a business, you want to get as much of an off the shelf ERP as you can, and then build your exponential technology around it. So your, your AI, your machine learning, your automation set that on top of, and around your ERP because it's inside the exponential technologies, you're going to create differentiation. So that's one thing that we're seeing is just the adoption of next gen DRPs and exponential tech. >>I think the other thing that we're seeing is a fundamental rethinking of the way that we're doing working, uh, in this it's agile, but it's so much more than that. We have a lot of discussions today with CFOs about agile. And we make this distinction that says, listen, you can be a CFO in a finance organization that practices agile, or you can be an agile organization. And there's a very big gap between them. And what we're seeing as our best CFOs are adopting this new agile. And they're saying, we're redefining the ways that we're doing work. We're, we're removing duplication. We're removing finance to finance the finance discussions, which is a tremendous waste, right. We're really trying to align our finance team, even though they're an internal team, we're trying to align them with value to the customer. Uh, so that's maybe the second one. And then, and then I'd say, you know, the third one is really focused on, uh, preservation of cash and using analytics to, to drive a better understanding of cash and how cash flows for the business. So whether it's, um, improving your inventory, turn, whether it's improving your payment term terms, um, any number of different ways to manage your cash and preserve it. And again, using technology to do that. So then ERP exponential tech, agile, and then leveraging tech to really drive value in the business. >>Is there, can you, you raised kind of an interesting point about that definition, difference or deficient definitional difference in, in agility? Is there a difference in perception and reality then I may do some people think that, you know, because they're employing certain philosophies or concepts in one respect that we're good across the board and that maybe they're not, I mean, is there, is there a gap there? >>Yeah. There absolutely is. You'd be surprised the conversation we have you, well, they say, well we're Oh yeah, we're doing stand-ups, we're doing retrospectives. We're doing mood marbles. That's those are agile practices. What we're talking about is are you, are you eliminating huge amounts of part of your work because it's no longer needed and it's no longer driving value. Are you tracking, uh, how agile, what kind of agile maturity your organization has and how you're driving towards a leaner more efficient organization? There's, that's a very big difference in, yeah. We have daily meetings with our team versus this concept of being able to create an organization that is itself agile and is itself lean and aligned with the business. Uh, a lot of folks think by doing the former they're accomplishing the ladder and the, the true measure, is it productivity when you do this step change to an agile organization, big, big numbers talking 40 50% in a matter of orders, not years, it really can be significant because again, because of the way you're fundamentally rethinking the way that work gets done >>Well, that'll get your attention in a hurry. Won't it. It's talking about those kinds of gains in those kinds of timeframes. That's significant. Yeah. >>Um, we, we, you know, when you look at it, we're, we're seeing the same kind of gains with agile in, let's say a year and a half that we saw with labor arbitrage in five or 10 years, it's really changing the way it works. And again, you have to, you have to have an open culture to accept like that you're not going to do things or that you're maybe not going to support the business and the way you have for the last three decades. But once you had come to accept that the productivity gains and the value that you're able to create, and again, we don't think about productivity in terms of reducing head count. We think about it reinvesting. So what can finance now do the, to higher value, add how can they make their seat at the table, bigger to better support decisions, to better drive the businesses concept of, of driving the top line versus controlling. The bottom line is very important. >>And obviously AI has got a big role in that, right. Um, I mean, so let's talk about the function of AI in terms of finance and, and what you see or what you're talking to your clients about in terms of, of how artificial intelligence can be better incorporated into their systems and processes. >>Yeah. Yeah, sure. Look with, with AI, you've got a lot of different ways that you can apply it, of course, but, um, where we see it really helping is, uh, traditionally when you look at the lower end of, of finance processes, you, you were able to apply automation relatively well. But what you're finding is, as you move up that complexity stack, you now start needing AI to give you a better opportunity to automate. It really allows you to help create the decision support. So we're seeing in things like, um, being able to read contracts and use AI to suggest accounting treatment where Segun and being able to, um, suggest best action. So when a problem is encountered in a business, any kind of business, right, it could be finance, it could be the core processes. It says, how have we dealt with this in the past? What is that successful or not? And using machine learning and AI, it's suggesting maybe you should take this action. And here's why, so it's, it's we, you know, artificial intelligence or augmented intelligence, we prefer the ladder, right? It's this, it's this technology that's designed to assist in decision-making and provides you with more data and analysis, and you could physically do on your own to make a better decision. >>You know, when you're talking about these, uh, these really grand strategic transformations, right. That are occurring and, and, and, and B people have big decisions to make. Um, but they're taking on big problems. So if you would just talk about some of those problems in terms of, you know, new platforms, new technologies, you know, these, these, you know, real life of conundrum, sometimes people run into and how they are dealing with that, how you're helping them deal with these big time challenges, especially like on the platform level. >>Sure. Yeah. There's so many where to start. Um, you know, you look at things around, uh, financial forecasting and, and it used to be when you would do financial forecasting, as an example, you'd have your financial analyst and they're looking at three years of history and they're trying to figure out, all right, where's your revenue gland for the quarter of the month, a year, whatever it is, whatever period it is. And what we're finding very, very quickly is three years is irrelevant. You have to be looking at what happened last week. What happened the week before that, especially the economy is changing so rapidly and AI can help with that. AI can help you because what it's doing is when you, when you now have to change your focus from years to weeks, you've got to start looking at different data sources to give you insight into what that means, strange things, right? >>Like if you're in retail, you've got to start looking at weather, you've got to start looking at sentiments. We look at where, uh, you know, previous months where lockdowns were happening to help you understand whether you should be doing more business online, or whether you're going to have more in-store retail as an example. So all of these different, external data sources that finance people may not have traditionally been using, we're now having to incorporate, because we don't have that, that Corpus of three years of business information that's reliable. Um, so financial planning is a good one. Um, what else is we is we think about how to, uh, leverage AI audit and controls are near and dear to my heart. I used to be an audit director and do investigations, things like that. And one of the things that we always struggled with was how do we, how do we leverage experience of the auditors or the investigators have gone before us? So we've implemented natural language processing and natural language search. So you can say, tell me about the most significant risks that we've found in China in the last two years and the AI and the machine learning is going through our database of documents and using, understanding what you asked and giving you a meaningful answer. It's not a Google search, right? It's giving you a meaningful answer, understands what significant is and understands the tone of the language and how it's being presented. Just a few examples around that. >>Yeah. I mean, to me, context is everything right? And that's where we were making this huge shift in terms of having a much greater awareness and a sensitivity to the real context of, of a data point that you're looking for. So you make a great point. Um, so before we close out, I always like to hear about a practical application. So if you could, um, you know, I don't know how comfortable you are with naming names or not naming names, but can you just give us an idea of maybe how you've worked with a CFO or CFOs in terms of identifying, uh, areas where they can improve or they can implement, uh, some of your, uh, of your, uh, uh, advice, some of your, uh, solutions and where it's worked, you know, where they've had great success and, and, uh, has inspired perhaps more success within their organizations? >>Yeah, sure, sure. I think my, and I, I won't name names, but I'll, I'll give you an idea because we do this a lot in different CFOs, but it's this, I like to think of it as sizing the appetite and then serving what they want to eat. So when we, when we meet with the CFO, we, we have a discussion with them about where their pain points are and talk about advisory. And then instead of serving them this banquet meal, let's start with the dishes they really like, and it's really important to them. So we create this bite size proposal, and we use that to, because again, the days of a hundred, 200, $300 million transformations, why would anybody do that anymore? You know, don't, don't tell my bosses that, but I like to start with a smaller bit, right? Let's prove the value. And then let's create a self-funded transformation where the value that you're creating, whether it's in working capital, whether it's, you know, D day sales outstanding, or an actual productivity, you create that value with a small pilot proof of concept, MVP, whatever you want to call it. >>And then you use that in a portion of those savings to then fund the next phase. And you can, you can build to a very large transformation project very quickly, but again, for the CFO, it's critical to demonstrate value at every step of the way. So we like to do what we call a POC MVPs. We do this through a garage. We may come together, uh, do some co-creation. We might leverage one of our partnerships like Solonus to bring this fact-based approach to the table, to help them understand where their problems are. We co-create the solution with them. And it's typically finance it, developers all in the room, building something unique. And we're not talking months, we're talking in the morning. We talk about what the problem is. The developers build it in the afternoon. And we show the CFO the next morning, what we're thinking and what it actually looks like. >>And it's this concept of the days of a paper deliverable are done because of the way that we've, that society as a whole has democratized technology and made it so accessible. You can, you can listen to the requirements in the morning and build it in the afternoon, iterate the next couple of weeks. So that by the end of a four to six week period, you've got this incredible minimum viable product that is actually creating value for the business. And then you scale it out. Uh, that's the way I liked the transform of CFOs. You, listen, you learn, you help them build, create, solve their problems and self-fund transformation. >>Uh, that's where the cherry on top that's dessert right there. You satisfy the appetite. So, uh, all the way through, right. Scott, thanks for the insights. I appreciate it. And I love the analogy too. It's really a really clear, I appreciate that. Thanks for the time. >>Thanks, John. Appreciate it. Have a good day. >>Yeah, you bet the same to you, Scott Layton, joining us here on, on IBM thing. Talk to you about the appetite and trying to satisfy the CFO needs today, providing a little more than the appetizer, but very significant main course. You're watching the cube and IBM thing.

>>from around the globe. It's the Cube presenting Cuban Cloud brought to you by Silicon Angle. Welcome back to the live segment of the Cuban cloud. I'm Dave, along with my co host, John Ferrier. John Rose is here. He's the global C T o Dell Technologies. John, great to see you as always, Really appreciate >>it. Absolutely good to know. >>Hey, so we're gonna talk edge, you know, the the edge, it's it's estimated. It's a multi multi trillion dollar opportunity, but it's a highly fragmented, very complex. I mean, it comprises from autonomous vehicles and windmills, even retail stores outer space. And it's so it brings in a lot of really gnarly technical issues that we want to pick your brain on. Let me start with just what to you is edge. How do you think about >>it? Yeah, I think I mean, I've been saying for a while that edges the when you reconstitute Ike back out in the real world. You know, for 10 years we've been sucking it out of the real world, taking it out of factories, you know, nobody has an email server under their desk anymore. On that was because we could put it in data centers and cloud public clouds, and you know that that's been a a good journey. And then we realized, Wait a minute, all the data actually was being created out in the real world. And a lot of the actions that have to come from that data have to happen in real time in the real world. And so we realized we actually had toe reconstitute a nightie capacity out near where the data is created, consumed and utilized. And, you know, that turns out to be smart cities, smart factories. You know, uh, we're dealing with military apparatus. What you're saying, how do you put, you know, edges in tow, warfighting theaters or first responder environments? It's really anywhere that data exists that needs to be processed and understood and acted on. That isn't in a data center. So it's kind of one of these things. Defining edge is easier to find. What it isn't. It's anywhere that you're going to have. I t capacity that isn't aggregated into a public or private cloud data center. That seems to be the answer. So >>follow. Follow that. Follow the data. And so you've got these big issue, of course, is late and see people saying, Well, some applications or some use cases like autonomous vehicles. You have to make the decision locally. Others you can you can send back. And you, Kamal, is there some kind of magic algorithm the technical people used to figure out? You know what, the right approaches? Yeah, >>the good news is math still works and way spent a lot of time thinking about why you build on edge. You know, not all things belong at the edge. Let's just get that out of the way. And so we started thinking about what does belong at the edge, and it turns out there's four things you need. You know, if you have a real time responsiveness in the full closed loop of processing data, you might want to put it in an edge. But then you have to define real time, and real time varies. You know, real time might be one millisecond. It might be 30 milliseconds. It might be 50 milliseconds. It turns out that it's 50 milliseconds. You probably could do that in a co located data center pretty far away from those devices. One millisecond you better be doing it on the device itself. And so so the Leighton see around real time processing matters. And, you know, the other reasons interesting enough to do edge actually don't have to do with real time crossing they have to do with. There's so much data being created at the edge that if you just blow it all the way across the Internet, you'll overwhelm the Internets. We have need toe pre process and post process data and control the flow across the world. The third one is the I T. O T boundary that we all know. That was the I O t. Thing that we were dealing with for a long time. And the fourth, which is the fascinating one, is it's actually a place where you might want to inject your security boundaries, because security tends to be a huge problem and connected things because they're kind of dumb and kind of simple and kind of exposed. And if you protect them on the other end of the Internet, the surface area of protecting is enormous, so there's a big shift basically move security functions to the average. I think Gardner made up a term for called Sassy. You know, it's a pretty enabled edge, but these are the four big ones. We've actually tested that for probably about a year with customers. And it turns out that, you know, seems to hold If it's one of those four things you might want to think about an edge of it isn't it probably doesn't belong in >>it. John. I want to get your thoughts on that point. The security things huge. We talked about that last time at Del Tech World when we did an interview with the Cube. But now look at what's happened. Over the past few months, we've been having a lot of investigative reporting here at Silicon angle on the notion of misinformation, not just fake news. Everyone talks about that with the election, but misinformation as a vulnerability because you have now edge devices that need to be secured. But I can send misinformation to devices. So, you know, faking news could be fake data say, Hey, Tesla, drive off the road or, you know, do this on the other thing. So you gotta have the vulnerabilities looked at and it could be everything. Data is one of them. Leighton. See secure. Is there a chip on the device? Could you share your vision on how you see that being handled? Cause it's a huge >>problem. Yeah, this is this is a big deal because, you know, what you're describing is the fact that if data is everything, the flow of data ultimately turns into the flow of information that knowledge and wisdom and action. And if you pollute the data, if you could compromise it the most rudimentary levels by I don't know, putting bad data into a sensor or tricking the sensor which lots of people can dio or simulating a sensor, you can actually distort things like a I algorithms. You can introduce bias into them and then that's a That's a real problem. The solution to it isn't making the sensors smarter. There's this weird Catch 22 when you sense arise the world, you know you have ah, you know, finite amount of power and budget and the making sensors fatter and more complex is actually the wrong direction. So edges have materialized from that security dimension is an interesting augment to those connected things. And so imagine a world where you know your sensor is creating data and maybe have hundreds or thousands of sensors that air flowing into an edge compute layer and the edge compute layer isn't just aggregating it. It's putting context on it. It's metadata that it's adding to the system saying, Hey, that particular stream of telemetry came from this device, and I'm watching that device and Aiken score it and understand whether it's been compromised or whether it's trustworthy or whether it's a risky device and is that all flows into the metadata world the the overall understanding of not just the data itself, but where did it come from? Is it likely to be trustworthy? Should you score it higher or lower in your neural net to basically manipulate your algorithm? These kind of things were really sophisticated and powerful tools to protect against this kind of injection of false information at the sensor, but you could never do that at a sensor. You have to do it in a place that has more compute capacity and is more able to kind of enriched the data and enhance it. So that's why we think edges are important in that fourth characteristic of they aren't the security system of the sensor itself. But they're the way to make sure that there's integrity in the sense arised world before it reaches the Internet before it reaches the cloud data centers. >>So access to that metadata is access to the metadata is critical, and it's gonna be it's gonna be near real time, if not real time, right? >>Yeah, absolutely. And, you know, the important thing is, Well, I'll tell you this. You know, if you haven't figured this out by looking at cybersecurity issues, you know, compromising from the authoritative metadata is a really good compromise. If you could get that, you can manipulate things that a scale you've never imagined. Well, in this case, if the metadata is actually authoritatively controlled by the edge note the edge note is processing is determining whether or not this is trustworthy or not. Those edge nodes are not $5 parts, their servers, their higher end systems. And you can inject a lot more sophisticated security technology and you can have hardware root of trust. You can have, you know, mawr advanced. PK I in it, you can have a I engines watching the behavior of it, and again, you'd never do that in a sensor. But if you do it at the first step into the overall data pipeline, which is really where the edges materializing, you can do much more sophisticated things to the data. But you can also protect that thing at a level that you'd never be able to do to protect a smart lightbulb. A thermostat in your house? >>Uh, yes. So give us the playbook on how you see the evolution of the this mark. I'll see these air key foundational things, a distributed network and it's a you know I o t trends into industrial i o t vice versa. As a software becomes critical, what is the programming model to build the modern applications is something that I know. You guys talk to Michael Dell about this in the Cuban, everyone, your companies as well as everyone else. Its software define everything these days, right? So what is the software framework? How did people code on this? What's the application aware viewpoint on this? >>Yeah, this is, uh, that's unfortunately it's a very complex area that's got a lot of dimensions to it. Let me let me walk you through a couple of them in terms of what is the software framework for for For the edge. The first is that we have to separate edge platforms from the actual edge workload today too many of the edge dialogues or this amorphous blob of code running on an appliance. We call that an edge, and the reality is that thing is actually doing two things. It's, ah, platform of compute out in the real world and it's some kind of extension of the cloud data pipeline of the cloud Operating model. Instance, he added, A software probably is containerized code sitting on that edge platform. Our first principle about the software world is we have to separate those two things. You do not build your cloud your edge platform co mingled with the thing that runs on it. That's like building your app into the OS. That's just dumb user space. Colonel, you keep those two things separate. We have Thio start to enforce that discipline in the software model at the edges. The first principle, the second is we have to recognize that the edges are are probably best implemented in ways that don't require a lot of human intervention. You know, humans air bad when it comes to really complex distributed systems. And so what we're finding is that most of the code being pushed into production benefits from using things like kubernetes or container orchestration or even functional frameworks like, you know, the server list fast type models because those low code architectures generally our interface with via AP, eyes through CCD pipelines without a lot of human touch on it. And it turns out that, you know, those actually worked reasonably well because the edges, when you look at them in production, the code actually doesn't change very often, they kind of do singular things relatively well over a period of time. And if you can make that a fully automated function by basically taking all of the human intervention away from it, and if you can program it through low code interfaces or through automated interfaces, you take a lot of the risk out of the human intervention piece of this type environment. We all know that you know most of the errors and conditions that break things are not because the technology fails it because it's because of human being touches it. So in the software paradigm, we're big fans of more modern software paradigms that have a lot less touch from human beings and a lot more automation being applied to the edge. The last thing I'll leave you with, though, is we do have a problem with some of the edge software architectures today because what happened early in the i o t world is people invented kind of new edge software platforms. And we were involved in these, you know, edge X foundry, mobile edge acts, a crane. Oh, and those were very important because they gave you a set of functions and capabilities of the edge that you kind of needed in the early days. Our long term vision, though for edge software, is that it really needs to be the same code base that we're using in data centers and public clouds. It needs to be the same cloud stack the same orchestration level, the same automation level, because what you're really doing at the edge is not something that spoke. You're taking a piece of your data pipeline and you're pushing it to the edge and the other pieces are living in private data centers and public clouds, and you like they all operate under the same framework. So we're big believers in, like pushing kubernetes orchestration all the way to the edge, pushing the same fast layer all the way to the edge. And don't create a bespoke world of the edge making an extension of the multi cloud software framework >>even though the underlying the underlying hardware might change the microprocessor, GPU might change GP or whatever it is. Uh, >>by the way, that that's a really good reason to use these modern framework because the energies compute where it's not always next 86 underneath it, programming down at the OS level and traditional languages has an awful lot of hardware dependencies. We need to separate that because we're gonna have a lot of arm. We're gonna have a lot of accelerators a lot of deep. Use a lot of other stuff out there. And so the software has to be modern and able to support header genius computer, which a lot of these new frameworks do quite well, John. >>Thanks. Thanks so much for for coming on, Really? Spending some time with us and you always a great guest to really appreciate it. >>Going to be a great stuff >>of a technical edge. Ongoing room. Dave, this is gonna be a great topic. It's a clubhouse room for us. Well, technical edge section every time. Really. Thanks >>again, Jon. Jon Rose. Okay, so now we're gonna We're gonna move to the second part of our of our technical edge discussion. Chris Wolf is here. He leads the advanced architecture group at VM Ware. And that really means So Chris's looks >>at I >>think it's three years out is kind of his time. Arise. And so, you know, advanced architecture, Er and yeah. So really excited to have you here. Chris, can you hear us? >>Okay. Uh, >>can Great. Right. Great to see you again. >>Great >>to see you. Thanks for coming on. Really appreciate it. >>So >>we're talking about the edge you're talking about the things that you see way set it up is a multi trillion dollar opportunity. It's It's defined all over the place. Uh, Joey joke. It's Could be a windmill. You know, it could be a retail store. It could be something in outer space. Its's It's it's, you know, whatever is defined A factory, a military installation, etcetera. How do you look at the edge. And And how do you think about the technical evolution? >>Yeah, I think it is. It was interesting listening to John, and I would say we're very well aligned there. You know, we also would see the edge is really the place where data is created, processed and are consumed. And I think what's interesting here is that you have a number off challenges in that edges are different. So, like John was talking about kubernetes. And there's there's multiple different kubernetes open source projects that are trying to address thes different edge use cases, whether it's K three s or Cubbage or open your it or super edge. And I mean the list goes on and on, and the reason that you see this conflict of projects is multiple reasons. You have a platform that's not really designed to supported computing, which kubernetes is designed for data center infrastructure. Uh, first on then you have these different environments where you have some edge sites that have connectivity to the cloud, and you have some websites that just simply don't write whether it's an oil rig or a cruise ship. You have all these different use cases, so What we're seeing is you can't just say this is our edge platform and, you know, go consume it because it won't work. You actually have to have multiple flavors of your edge platform and decide. You know what? You should time first. From a market perspective, I >>was gonna ask you great to have you on. We've had many chest on the Cube during when we actually would go to events and be on the credit. But we appreciate you coming into our virtual editorial event will be doing more of these things is our software will be put in the work to do kind of a clubhouse model. We get these talks going and make them really valuable. But this one is important because one of the things that's come up all day and we kind of introduced earlier to come back every time is the standardization openness of how open source is going to extend out this this interoperability kind of vibe. And then the second theme is and we were kind of like the U S side stack come throwback to the old days. Uh, talk about Cooper days is that next layer, but then also what is going to be the programming model for modern applications? Okay, with the edge being obviously a key part of it. What's your take on that vision? Because that's a complex area certain a lot of a lot of software to be written, still to come, some stuff that need to be written today as well. So what's your view on How do you programs on the edge? >>Yeah, it's a It's a great question, John and I would say, with Cove it We have seen some examples of organizations that have been successful when they had already built an edge for the expectation of change. So when you have a truly software to find edge, you can make some of these rapid pivots quite quickly, you know. Example was Vanderbilt University had to put 1000 hospital beds in a parking garage, and they needed dynamic network and security to be able to accommodate that. You know, we had a lab testing company that had to roll out 400 testing sites in a matter of weeks. So when you can start tohave first and foremost, think about the edge as being our edge. Agility is being defined as you know, what is the speed of software? How quickly can I push updates? How quickly can I transform my application posture or my security posture in lieu of these types of events is super important. Now, if then if we walk that back, you know, to your point on open source, you know, we see open source is really, uh you know, the key enabler for driving edge innovation and driving in I S V ecosystem around that edge Innovation. You know, we mentioned kubernetes, but there's other really important projects that we're already seeing strong traction in the edge. You know, projects such as edge X foundry is seeing significant growth in China. That is, the core ejects foundry was about giving you ah, pass for some of your I o T aps and services. Another one that's quite interesting is the open source faith project in the Linux Foundation. And fate is really addressing a melody edge through a Federated M L model, which we think is the going to be the long term dominant model for localized machine learning training as we continue to see massive scale out to these edge sites, >>right? So I wonder if you could You could pick up on that. I mean, in in thinking about ai influencing at the edge. Um, how do you see that? That evolving? Uh, maybe You know what, Z? Maybe you could We could double click on the architecture that you guys see. Uh, progressing. >>Yeah, Yeah. Right now we're doing some really good work. A zai mentioned with the Fate project. We're one of the key contributors to the project. Today. We see that you need to expand the breath of contributors to these types of projects. For starters, uh, some of these, what we've seen is sometimes the early momentum starts in China because there is a lot of innovation associated with the edge there, and now it starts to be pulled a bit further West. So when you look at Federated Learning, we do believe that the emergence of five g I's not doesn't really help you to centralized data. It really creates the more opportunity to create, put more data and more places. So that's, you know, that's the first challenge that you have. But then when you look at Federated learning in general, I'd say there's two challenges that we still have to overcome organizations that have very sophisticated data. Science practices are really well versed here, and I'd say they're at the forefront of some of these innovations. But that's 1% of enterprises today. We have to start looking at about solutions for the 99% of enterprises. And I'd say even VM Ware partners such as Microsoft Azure Cognitive Services as an example. They've been addressing ML for the 99%. I say That's a That's a positive development. When you look in the open source community, it's one thing to build a platform, right? Look, we love to talk about platforms. That's the easy part. But it's the APS that run on that platform in the services that run on that platform that drive adoption. So the work that we're incubating in the VM, or CTO office is not just about building platforms, but it's about building the applications that are needed by say that 99% of enterprises to drive that adoption. >>So if you if you carry that through that, I infer from that Chris that the developers are ultimately gonna kind of win the edge or define the edge Um, How do you see that From their >>perspective? Yeah, >>I think its way. I like to look at this. I like to call a pragmatic Dev ops where the winning formula is actually giving the developer the core services that they need using the native tools and the native AP eyes that they prefer and that is predominantly open source. It would some cloud services as they start to come to the edge as well. But then, beyond that, there's no reason that I t operations can't have the tools that they prefer to use. A swell. So we see this coming together of two worlds where I t operations has to think even for differently about edge computing, where it's not enough to assume that I t has full control of all of these different devices and sensors and things that exists at the edge. It doesn't happen. Often times it's the lines of business that air directly. Deploying these types of infrastructure solutions or application services is a better phrase and connecting them to the networks at the edge. So what does this mean From a nightie operations perspective? We need tohave, dynamic discovery capabilities and more policy and automation that can allow the developers to have the velocity they want but still have that consistency of security, agility, networking and all of the other hard stuff that somebody has to solve. And you can have the best of both worlds here. >>So if Amazon turned the data center into an A P I and then the traditional, you know, vendors sort of caught up or catching up and trying to do in the same premise is the edge one big happy I Is it coming from the cloud? Is it coming from the on Prem World? How do you see that evolving? >>Yes, that's the question and races on. Yeah, but it doesn't. It doesn't have to be exclusive in one way or another. The VM Ware perspective is that, you know, we can have a consistent platform for open source, a consistent platform for cloud services. And I think the key here is this. If you look at the partnerships we've been driving, you know, we've on boarded Amazon rds onto our platform. We announced the tech preview of Azure Arc sequel database as a service on our platform as well. In addition, toe everything we're doing with open source. So the way that we're looking at this is you don't wanna make a bet on an edge appliance with one cloud provider. Because what happens if you have a business partner that says I am a line to Google or on the line to AWS? So I want to use this open source. Our philosophy is to virtualized the edge so that software can dictate, you know, organizations velocity at the end of the day. >>Yeah. So, Chris, you come on, you're you're an analyst at Gartner. You know us. Everything is a zero sum game, but it's but But life is not like that, right? I mean, there's so much of an incremental opportunity, especially at the edge. I mean, the numbers are mind boggling when when you look at it, >>I I agree wholeheartedly. And I think you're seeing a maturity in the vendor landscape to where we know we can't solve all the problems ourselves and nobody can. So we have to partner, and we have to to your earlier point on a P. I s. We have to build external interfaces in tow, our platforms to make it very easy for customers have choice around ice vendors, partners and so on. >>So, Chris, I gotta ask you since you run the advanced technology group in charge of what's going on there, will there be a ship and focus on mawr ships at the edge with that girl singer going over to intel? Um, good to see Oh, shit, so to speak. Um, all kidding aside, but, you know, patch leaving big news around bm where I saw some of your tweets and you laid out there was a nice tribute, pat, but that's gonna be cool. That's gonna be a didn't tell. Maybe it's more more advanced stuff there. >>Yeah, I think >>for people pats staying on the VMRO board and to me it's it's really think about it. I mean, Pat was part of the team that brought us the X 86 right and to come back to Intel as the CEO. It's really the perfect book end to his career. So we're really sad to see him go. Can't blame him. Of course it's it's a It's a nice chapter for Pat, so totally understand that. And we prior to pack going to Intel, we announced major partnerships within video last year, where we've been doing a lot of work with >>arm. So >>thio us again. We see all of this is opportunity, and a lot of the advanced development projects were running right now in the CTO office is about expanding that ecosystem in terms of how vendors can participate, whether you're running an application on arm, whether it's running on X 86 or whatever, it's running on what comes next, including a variety of hardware accelerators. >>So is it really? Is that really irrelevant to you? I mean, you heard John Rose talk about that because it's all containerized is it is. It is a technologies. Is it truly irrelevant? What processor is underneath? And what underlying hardware architectures there are? >>No, it's not. You know it's funny, right? Because we always want to say these things like, Well, it's just a commodity, but it's not. You didn't then be asking the hardware vendors Thio pack up their balls and go home because there's just nothing nothing left to do, and we're seeing actually quite the opposite where there's this emergence and variety of so many hardware accelerators. So even from an innovation perspective, for us. We're looking at ways to increase the velocity by which organizations can take advantage of these different specialized hardware components, because that's that's going to continue to be a race. But the real key is to make it seamless that an application could take advantage of these benefits without having to go out and buy all of this different hardware on a per application basis. >>But if you do make bets, you can optimize for that architecture, true or not, I mean, our estimate is that the you know the number of wafer is coming out of arm based, you know, platforms is 10 x x 86. And so it appears that, you know, from a cost standpoint, that's that's got some real hard decisions to make. Or maybe maybe they're easy decisions, I don't know. But so you have to make bets, Do you not as a technologist and try to optimize for one of those architectures, even though you have to hedge those bets? >>Yeah, >>we do. It really boils down to use cases and seeing, you know, what do you need for a particular use case like, you know, you mentioned arm, you know, There's a lot of arm out at the edge and on smaller form factor devices. Not so much in the traditional enterprise data center today. So our bets and a lot of the focus there has been on those types of devices. And again, it's it's really the It's about timing, right? The customer demand versus when we need to make a particular move from an innovation >>perspective. It's my final question for you as we wrap up our day here with Great Cuban Cloud Day. What is the most important stories in in the cloud tech world, edge and or cloud? And you think people should be paying attention to that will matter most of them over the next few years. >>Wow, that's a huge question. How much time do we have? Not not enough. A >>architect. Architectural things. They gotta focus on a lot of people looking at this cove it saying I got to come out with a growth strategy obvious and clear, obvious things to see Cloud >>Yeah, yeah, let me let me break it down this way. I think the most important thing that people have to focus on >>is deciding How >>do they when they build architectures. What does the reliance on cloud services Native Cloud Services so far more proprietary services versus open source technologies such as kubernetes and the SV ecosystem around kubernetes. You know, one is an investment in flexibility and control, lots of management and for your intellectual property, right where Maybe I'm building this application in the cloud today. But tomorrow I have to run it out at the edge. Or I do an acquisition that I just wasn't expecting, or I just simply don't know. Sure way. Sure hope that cova doesn't come around again or something like it, right as we get past this and navigate this today. But architect ng for the expectation of change is really important and having flexibility of round your intellectual property, including flexibility to be able to deploy and run on different clouds, especially as you build up your different partnerships. That's really key. So building a discipline to say you know what >>this is >>database as a service, it's never going to define who I am is a business. It's something I have to do is an I T organization. I'm consuming that from the cloud This part of the application sacked that defines who I am is a business. My active team is building this with kubernetes. And I'm gonna maintain more flexibility around that intellectual property. The strategic discipline to operate this way among many of >>enterprise customers >>just hasn't gotten there yet. But I think that's going to be a key inflection point as we start to see. You know, these hybrid architectures continue to mature. >>Hey, Chris. Great stuff, man. Really appreciate you coming on the cube and participate in the Cuban cloud. Thank you for your perspectives. >>Great. Thank you very much. Always a pleasure >>to see you. >>Thank you, everybody for watching this ends the Cuban Cloud Day. Volonte and John Furry. All these sessions gonna be available on demand. All the write ups will hit silicon angle calm. So check that out. We'll have links to this site up there and really appreciate you know, you attending our our first virtual editorial >>event again? >>There's day Volonte for John Ferrier in the entire Cube and Cuba and Cloud Team >>Q 3 65. Thanks >>for watching. Mhm

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by Silicon angle. Hello. We wanna welcome back to the Cuban cloud where we're talking to CEOs, C. E. O s, chief technology officers and investors. On the future of Cloud with me is Dave Humphrey, who is the managing director and co head of Private Equity North America at Bain Capital. They've welcome to the Cube. First time, I think. >>First time. Yeah, David, thanks very much for having so >>let's get right into it. As an investor, how are you thinking about the evolution of cloud? When you look back at the last decade, you know it's not gonna be the same, uh, in this coming decade, you know, Thio ironic 2020 is has thrown us into, you know, the accelerated digital transformation and cloud. But how do you look at the evolution of cloud from an investment perspective? What's your thesis? >>That's a great question, David. You know, for us, we're focused on investing in technology and really across the economy. And I'd say the cloud is the overarching trends and dynamic in the technology markets. And really, for two reasons, one is a major shift. Of course, that's going on. But the second and frankly, even more interesting one to us is all the growth that the cloud is creating in the technology marketplace. You know the ship. It has been well covered. But five years ago in 2015, by our analysis, two thirds of all computing workloads were done on premises and Onley. Five years later, that's that's flipped. So two thirds of all computing workloads now done done in the cloud. And, of course, that shift. There's a lot of ramifications as an investor. But even more interesting dust is the growth in technology and the usage of technology that the cloud is creating. So over that same period of time, the total number of computing workloads run has increased by 2.6 times just a five year period time, which is really a a dramatic thing. And it makes sense when you think about all the new software applications that could be created, all the data that could be used by new users and new segments, and the real time inside that could be gleaned from that is that growth that really were focused on investing behind a Z. Investors in technology. You >>know, it's interesting you just took share those numbers and you hear a lot of numbers. I I actually think you you know, you your even being conservative. You know, Ginny Rometty used to talk about 80% of workloads or are still on Prem. Andy Jassy it reinvent said that 96% of spending is still on premises. So that was kind of an interesting stat. And I guess the other thing that I would, I would note is it's not just a share shift. It is. It's not just, you know, the cloud eating away it on Prem. We've clearly seen that, but there's also incremental opportunity as well. If you look at snowflake, for example, and adding value on top of, you know across multiple clouds and creating new markets, so there's there's that, you know, double that 12 punch of stealing share from on Prem but also incremental growth, which is probably accelerated as a result of this, you know, compressed digital transformation. So when you look at the Big Three cloud players, I mean roughly speaking, they probably account for $80 billion in total revenue which I guess is a small portion of the overall I t. Market. So it has a a long way to go. But But what's the best way to get good returns from an investment standpoint without getting clobbered by their tendency to sometimes coop some of the best ideas and put them on their primary services? >>Yeah, absolutely. Well, you know, for us, uh, it really comes back to the same fundamental principles we look for in any investment, which is finding a business that solves a really important problem for its customers and does so in a way that's really advantaged vs competition can and do something that other competitors just can't do, whether those be the hyper scale is that you're describing or, you know, other specialized and focused competitors, and then finding a way that we can partner with those companies to help them to accelerate their growth. So surely the growth of the likes of AWS and Microsoft and Google, as you're describing, has been a profound competitive shift, along with the cloud shift that we've all talked about. And those companies, of course, can offer and do things that you past purveyors of computing couldn't. But fundamentally, they're selling and infrastructure layer, and there is room for all sorts of new competitors and new applications that can do something better than anybody else can. So any company that we're looking at, we're asking ourselves the question. Why are they the best ones to do what they're doing? How could they solve the most problem for their customers and do that in a way that's that's Brazilian and we see lots of those opportunities, >>and I wanna I wanna pick your brain about the Nutanix investment. But before we get there, I wonder if you could just talk about Bain Capital in their their history of investment in both cloud and infrastructure software and and how do those investments? How would they performed? And how do they inform your current thesis? >>Yeah, absolutely. So being Capital was started in in the mid eighties, 1984 actually has a spin out of being a company consulting, and the basic premise was that if we're good at advising and supporting businesses, we should partner with them and invest behind them, and if they do well, we'll do well. And, as I said, focusing on these businesses but do something really valuable for their customers in a riel advantaged way, with some discontinuous growth opportunity that's led us to grow a lot. You know, we started out actually in the venture business and grew into the private equity business. But now we invest across all life stages of companies and all over the world. So we're $105 billion in assets that we managed across 10 lines of business on were truly global. So I think we have about 470 investment professionals and 210 of those at this point are located outside the U. S. One of the really interesting things for us in investing in technology broadly and in infrastructure in the cloud more specifically is that we're able to do that all over the world. And we're able to do that across all the different life stages of companies. We have a thriving venture capital business that really we've been in since the origins of being capital has invested across countless cloud and security and infrastructure businesses taken successful companies public like like solar wind sold companies to strategic and grown businesses. You know, in really thriving ways we have a, um, growth mid market growth technology business that we launched last year. Called their Technology Opportunities Fund. They've made a really interesting cloud based investment in a company called the Cloud Gurus Cloud Guru Excuse me? That trains the next generation of I t professionals to be successful in the club on then, of course, in our private equity business, you know where I spend my time. We are highly focused on technology sector and the the impacts of the cloud in that sector. Broadly, we've invested in many infrastructure businesses, scale businesses like BMC software and Rockets software security businesses like blue coat systems and semantic. And of course, for those big businesses they've got both on premises solutions. They've got cloud solutions, and often we're focused on helping them continue to grow and innovate and take their solutions to the cloud. And then, uh, that's taking us to our most recent investment in Nutanix that we're very excited about it. We think it's truly a growth business in a large market that has an opportunity to capitalize on these trends we're talking about. >>I wonder if you could comment on some of the changes that have occurred. You guys have been in the private equity business for a long time. And if you look at what you know, kind of the early days of private equity, it was all you know, even, uh, suck as much cash out of the company is possible. You know, whatever's left over will figure out what to do with it. It it seems like you know, investors have realized Wow, we can actually, if we put a little investment in and do some engineering and some go to market, we can actually get better multiples. And so you've got the kind of rule of 30 35 40 where he made a plus. Growth is kind of the metric. How do you think about that? And look at that evolution. >>Yeah, you know, it's interesting because in many ways, being capital was started as the antithesis to what to what you're describing. So we started again, as as with a strategic lens and a focus on growth and a focus on if we got the long term and the lasting impact of our business is right, that the returns would would follow. And you're right that the market has evolved in that way. I mean, I think some of the some of the dynamics that we've seen has been certainly growth of the private equity business. It's It's become a much larger piece of the, you know, the capital markets than it was certainly 10 years ago in 20 years ago. Also, with that growth comes the globalization, that business all over the world and the specialization. So you certainly see technology focused firms and technology focused funds in a way that you didn't see, uh, 10 years ago, or certainly 20 years ago actually being capital. Interestingly enough, we had a technology focused fund in 1989 called called Being Information Partners. So we've been focused on the sector for a very long time. But you certainly see ah, lot more technology investors, uh, than than you did you know 10 or 20 years ago? >>How are you thinking about valuations? Thes days? I mean, that is good. It's good to be in tech. It's even better to be in the cloud. You know, Service officer, software Cloud. You know if if if you're looking at, you know some of the companies, especially the work from home pivot. But a lot of that appears to be. You know, many people believe it's going to be permanent. How are you feeling about the both public market and private market valuations in that dynamic? >>Yeah, well, you know, it's it's amazing, right? I don't think any of us in March, when the covert crisis was just emerging, would have anticipated that that come November, the markets, and certainly the technology markets would be even more robust and stronger than than they were say in January February. But I think it's a testament to the resilience of the technology on that just how intricate and intertwined technology has become with our daily lives and and how much companies depend on its use. And frankly, it's been the cove environments that an accelerant for many of the ways in which we depend on technology. So witnessed this interview, of course, through through the through the cloud, and you're seeing the way that we operate our business day to day the way cos they're accessing their data and information. It's only further accelerated the need for technology and the importance of that technology to how how businesses operate. So I think you're seeing that reflected in the market values out there. But, you know, frost work. We're focused on businesses that still have that catalytic opportunity ahead that can more than compensate for for the price of entry. >>So let's talk about this massive investment. You guys made a Nutanix 750 million, I guess, is a small piece of your 105 billion, but still a massive investment. How did that opportunity come to you? What was your thinking? You know, behind that that investment and what are you looking for in terms of the go forward plan and growth plan for 2021 really importantly, beyond. >>Yeah, absolutely. Well, we're thrilled to be partnered with and invested in Nutanix. We think is a terrific company. And, you know, our most recent technology investment and private equity business. It really came about through a proactive efforts that we had in in the spring. Um, you know, we've got a team focused on the technology sector, focused across infrastructure and applications, and, uh, internet and digital media businesses and financial technology. And, uh, you know, through those efforts, we were looking for businesses. Um, that we felt had faced some dislocation and their market values associated with the Koven environment that we're facing but that we thought were really attractive. Business is well positioned, had leading solutions and had substantial and discontinuous growth opportunities. And as we looked through that effort, we really felt that Nutanix stood out just as a core leader and in fact, really the innovator and the inventor of the market in which it competes with a substantial market share in position solving a really important problem for its customers with a big growth opportunity ahead. But, um, the stock price had had come down because the business has been undergoing ah transition, and we didn't think that that was fully understood by by the market. And so way saw an opportunity Thio partner with Nutanix to invest money into the business to help to fund its transition and its growth. Yeah, and Thio to be partners along for all the value the business will will continue to create. We think it's a terrific company, and we're excited to be to be invested >>Well, you and I have talked about this that transition, you know, from a traditional, you know, license model to one That's Anania recurring revenue model, which many companies have gone through. You know, Adobe certainly has done it. Tableau successfully did it. Splunk is kind of in the middle of that transition right now and maybe not well understood. You've got companies like like Data Dog that and snowflake again to doing consumption based pricing. So there's a lot of confusion in the marketplace, and I wonder if you could talk about that transition and why it It was attractive to you to actually, you know, place that bet now? >>Yeah, absolutely. And as you say, a number of companies at this point have been through various forms of this shift, from from selling their technology upfront to selling it over time on, we find that the model of selling the technology over time eyes one that could be powerful. It could be aligning for customers as well as for, uh, vendor of the software solutions. And in Nutanix in particular again, we saw all the ingredients that we think make this an opportunity for for the business again, market leading technology that customers love. That is solving really important problem. The technology, because Nutanix had been grown and bootstrapped under the leadership of, uh, you know of zeros when it was built and founded, had been selling its software together with an appliance, you know, often in a, um, upfront sale Andi has been undergoing under their own initiative transition from selling that software with an appliance to a software based model to one that s'more rattle over time. And, you know, we thought that there was the opportunity to continue that to continue that transition and by doing that, to be able to offer mawr growth and mawr innovation that we could bring to our customers Thio continue to fund the shift. So something that frankly was well underway before we invested. Um, you know, as a za business makes this transition from collecting upfront Thio, you know, thio more evenly. Over time, you know, we saw a potentially use for our capital to help to fund that growth. And we're just focused on being a good partner toe help the company keep investing in abating, as as it contains to do that. >>I was talking to somebody other day, David. I told him I was interviewing you, and I was mentioning the Nutanix investment. I said, I'm definitely gonna cover that as part of this. You know, Cuban Cloud program. And they said Hit Nutanix. That's not cloud. I'm like, Wait a minute, What's cloud? So we heard Andy Jassy reinvent talking a lot about hybrid Antonio Neary, right after HP made its earnings last earnings announcement he came on on, said that well, we heard the big Cloud player talk about hybrid, and so the definition is changing. But so how are you looking at the market? Uh, certainly. There's this hyper converged infrastructure, but there's also this software play. There's this cloud play. Help us squint through how you see that >>absolutely so Nutanix, as you alluded to, pioneered the market for hyper converged infrastructure for bringing computing storage networking together. Uh, you know, often in private cloud environments in a way that was really powerful for for customers. Make, of course, continue to be the leaders in that marketplace. But they've continued to innovate and invest in ways that can solve problems for customers and related problems across the hybrid cloud. So combining both the public cloud with, you know, with that private cloud and across multiple public clouds with things like clusters and lots of innovation that business is doing in partnership with the likes of, um, Amazon and Microsoft and others. And so, yeah, we think that New Chance has a powerful role to play in that hyper cloud world in a multi cloud world. And we're excited toe back on them. >>Well, I think to what maybe people don't understand is that not only is Nutanix, you know, compatible with AWS and compatible with azure and G C. P. But it's actually kind of create a nabs traction layer across those those clouds. Now there's two sides of that debate. Some some will say, Well, that that that has Leighton see issues or yes, it reduces complexity. But at the same time, it doesn't give you that fine grained access. That's kind of the A W s narrative customers, you know, want simplicity. And we're seeing, you know, the uptake across clouds. I have a multipart question for you, Dave. So obviously being very strong and strategy I'm curious is toe how how much you get involved in the operational details. I mean, obviously 750 million u got a state there, but what are the 2 to 2 or three major strategic considerations for not just even just Nutanix but cloud and software infrastructure companies. And and how much focus do you put on the operational and one of the priorities There? >>Absolutely. Well, you know, we pride ourselves in being good partners to our businesses and in helping them to grow, not just with our capital, which I think is, of course, important, but also, you know, with our sweat equity and our and our human capital in our partnership that we could do that in lots of ways is fundamentally about, um, you know, supporting our businesses, however, is needed to help them thio grow. We've been investing in the technology sector, as I described for over over 30 years. And so we've built up a set of capabilities around things like helping toe partner with the sales force of our company is helping them toe, you know, think about the you know, the ways in which they they allocate their, uh their research and development and their in their innovation raised in which they, you know, continue Thio do acquisitions toe. You know, further that pipeline, we support our businesses in lots of ways, but you know we're not engineers were not. Developers, of course, were looking for businesses that are fundamentally great. They've got great technology. They solve problems for customers in a way, you know, that we could never replicate. That's what's the amazing but a business like Nutanix and just over a 10 year period of time, it literally has customer satisfaction levels that we haven't seen from any other. Infrastructures offer company that we've had the, you know, the pleasure of diligence ing over the last several years. So what we're focused on is how can we take those great products and offerings that Nutanix has and continue to support them through the further growth and expansion in areas like, um, you know, the further salesforce investment Thio expand into these new areas like clusters that we were talking about and thinking about, you know, things that they could do toe further expand the strategic hold. Um, And so, you know, we have, ah, large team of being capital. A zai mentioned 260 investment professionals in a private equity business alone. About a third of those are just available to our companies to help support them. Uh, you know, with various initiatives and efforts after after we invest. And we'll certainly, of course, make all of those available to new taxes. Well, somebody >>was asking me the other day, You know, what's hyper converged infrastructure? How did that come about? I was explaining what, Back in the day you had. You buy some servers and some storage and you have a network and you sort of have different teams and you put applicant, You figure out all out and put the applications on top, you know, test it, make sure it all works. And then and then the guys at V. C and VM Ware and Cisco and the M. C. They got together and said, Okay, we're gonna bolt together a bunch of different components and, you know, pre tested. Here you go. Here's a Here's a skew. And then what Nutanix did was actually really transformational and saying, Okay, look, we do this through software on DSO. And now that was what, Late, late two thousands. Now we're sort of entering this new era, this next generation of cloud cross clouds. So I wonder how you think about, you know, based on what you were just talking about the whole notion of M and A versus organic. There's a lot of organic development that needs to be done. But perhaps you could you could buy in or in organically through emanate toe, actually get there faster. How do you think about that balance? >>Look, I I think that that was an articulate, by the way explanation of I think that the origins of hyper converged infrastructure. So I enjoyed that very much. But, you know, I think that with any of our businesses and with Nutanix, we're of course, looking at where we trying to get to in several years and one of the best ways to support the business to get there, you know? Of course, they'll, um you know, primarily that will be through or continued organic investment in the company and all the innovation in the product. Um, that they've been doing will the company contemplate acquisitions toe further achieve the development goals and the objectives for solving pain points for customers to get, you know, to the strategic places they're trying to get to, of course. But you know, it all is a part of the package of of What's it a good fit company and its growth object. >>I mean, with the size of your portfolio, I mean your full stack investor, I would say, Is there any part of the so called tech stack that you won't touch that you would actually, you know, not not walk, but run away from, >>uh well, you know, I wouldn't say that we're running away from, you know, anything but the questions that we're asking ourselves. Our is the technology that we're investing in durable, ISAT advantaged and does have a growing role in the world. And, you know, if if we think that those things are true are absolutely, um, thrilled toe invest behind those things. You know, if if there are things that we feel like you, that's that's not the case, um, you know, then then we would tend toe to shy away from those investments. We've certainly found opportunities and businesses that people perceived as one. But you know, we believe to be another >>Well, so let me ask you specifically about about Nutanix. I mean, clearly, they achieved escape velocity. One of the few companies actually from last decade. It was Nutanix pure, not a whole lot of others. That actually, you know, were ableto maintain independence as a as a public company. What do you see is their durability. Uh, they're they're they're in their moat. If you if you will. >>Yeah, absolutely. Well, clearly, we think that it's a very durable and very advantage business. You know, that's that's the investment. Look, we think that Nutanix has been able to offer the best hyper converged infrastructure product on the market bar None. Um, one that has got the best ease of use Eyes is the most nimble and flexible for for customers. And you just see that, you know, recently and customer feedback And also that plays across very heterogeneous architectures in a way that, you know, it's really, really powerful because of that. You know, we think that their best position to be able to leverage that technology as they have been, uh, to continue to play across both public and private hybrid cloud environments. And so we're excited toe to back them and and that journey it really starts from solving and acute customer pain point, you know, better than anybody else can. And, you know, we're looking to to back them toe continue to expand that vision. >>Yeah, well, I've talked to a lot of Nutanix customers over the years, and that is the fundamental value. Proposition is it's really simple, very high, you know, customer satisfaction. So that makes a lot of sense. Well, Dave, thanks very much for coming on the Cube and participating in the Cuban cloud. Really? Appreciate your perspectives. Wish you best of luck. And hopefully we could do this again in the future. Maybe face to face >>now, face to face, maybe something even know. Dave, I really appreciate it's been a pleasure and good luck with with the rest of your interviews. >>All right. Thank you. We keep it right. Everybody from or Cuban Cloud, this is Dave Volonte. We'll be right back.

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by silicon angle. >>We continue >>with Cuban Cloud. We're here with Milan Thompson Bukovec, who's the vice president? Block and object storage at A W s, which comprise comprises elastic block storage, AWS s three and Amazon Glacier. Milan. Great to see you again. Thanks so much for coming on the program. >>Nice to be here. Thanks for having me, David. >>You're very welcome it So here we are. We're unpacking the future of cloud. And we'd love to get your perspectives on how customers should think about the future of infrastructure, things like applying machine intelligence to their data. But just to set the stage when we look back at the history of storage in the Cloud is obviously started with us three. And then a couple years later was introduced CBS for block storage. And those are the most well known services in the portfolio. But there's there's Mawr, this cold storage and new capabilities that you announced recently. It reinvent around, you know, super duper block storage and in tearing is another example. But it looks like AWS is really starting to accelerate and pick up the pace of customer >>options in >>storage. So my first question is, how should we think about this expanding portfolio? >>Well, I think you have to go all the way back to what customers air trying to do with their data. Dave, The path to innovation is paved by data. If you don't have data, you don't have machine learning. You don't have the next generation of analytics applications. That helps you chart a path forward into a world that seems to be changing every week. And so in orderto have that insight in orderto have that predictive forecasting that every company needs, regardless of what industry that you're in today. It all starts from data, and I think the key shift that I've seen is how customers are thinking about that data about being instantly usable, whereas in the past it might have been a backup. Now it's part of a data lake, and if you could bring that data into a data lake, you can have not just analytics or machine learning or auditing applications. It's really what does your application do for your business, and how can it take advantage of that vast amount of shared data set in your business. Awesome. >>So thank you. So I wanna I wanna make sure we're hitting on the big trends that you're seeing in the market. That kind of informing your strategy around the portfolio and what you're seeing with customers Instant usability. You you bring in machine learning into the equation. I think, um, people have really started to understand the benefits of of of cloud storage as a service on the pay paid by the drink and that whole whole model, obviously co vid has accelerated that cloud migration has accelerated. Anything else we're missing there. What are the other big trends that you see if any? >>Well, Dave, you did a good job of capturing a lot of the drivers. The one thing I would say that just sits underneath All of it is the massive growth of digital data year over year I. D. C. Says digital data is growing at a rate of 40% year over year, and that has been true for a while. And it's not going to stop. It's gonna keep on growing because the sources of that data acquisition keeps on expanding and whether it's coyote devices whether it is content created by users. That data is going to grow, and everything you're talking about depends on the ability to not just capture it and store it. But as you say, use it well, >>you know, and we talk about data growth a lot, and sometimes it becomes bromide. But I think the interesting thing that I've observed over the last a couple of decades really is that the growth is nonlinear on. It's really the curve is starting. Thio used to shape exponentially. You guys always talk about that flywheel. Effect it. It's really hard to believe, You know, people say trees don't grow to the moon. It seems like data does. >>It does. And what's interesting about working in the world of AWS storage Dave is that it's counterintuitive. But our goal without data growth is to make it cost effective. And so year over year, how could we make it cheaper and cheaper? Just have customers store more and more data so they can use it. But it's also to think about the definition of usage. And what kind of data is that? Eyes being tapped by businesses for their insights and make that easier than it's ever been before. Let me ask >>you a follow up question on that my life could I get asked this a lot? Or guy here comments a lot that yes, A W s continuously and rigorously reduces pricing. But it's just >>kind of >>following the natural curve of Moore's law or, you know, whatever. How >>do you >>respond to that? And there are other factors involved. Obviously, labor is another cost reducing factor. But what's the trend line say, >>Well, cost efficiencies in our DNA, Dave. We come to work every day and aws across all of our services, and we ask ourselves, How can we lower our costs and be able to pass that along to customers? As you say, there are many different aspects to cost. There's the cost of the storage itself is the cost of the data center. And that's really what we've seen impact a lot of customers that were slower or just getting started with removed. The cloud is they entered 2020 and then they found out exactly how expensive that data center was to maintain because they had to put in safety equipment and they had to do all the things that you have to do in a pandemic in a data center. And so sometimes that cost is a little bit hidden or won't show up until you really don't need to have it land. But the cost of managing that explosive growth of data is very riel. And when we're thinking about cost, we're thinking about cost in terms of how can I lower it on a per gigabyte per month basis? But we're also building into the product itself adaptive discounts like we have a storage class in S three that's called intelligent hearing. And in intelligence hearing, we have built in monitoring where, if particular objects aren't frequently accessed in a given month, ah, customer will automatically get a discounted price for that storage or a customer Can you know, as of late last year, say that they wanna automatically move storage in the storage class that has been stored, for example, longer than 100 and 80 days and saves 95% by moving it into archive storage, deep archives storage? And so it's not just, you know, relentlessly going after and lowering the cost of storage. It's also building into the products these new ways where we can adaptive Lee discount storage based on what a customer's storage is actually doing >>well. And I would, I would add to our audience, is the other thing that does has done is it's really forced transparency almost the same way that Amazon has done on retail. And now my mom, When we talked last I mentioned that s three was an object store. And of course, that's technically technically correct. But your comment to me was Dave. It's more than that. And you started to talk about sage Maker and AI and bringing in machine learning. And I wonder if you could talk a little bit about the future of how storage is gonna be leveraged in the cloud that's may be different than what we've been, you know, used to in the early days of s three and how your customers should be thinking about infrastructure not as bespoke services but as a suite of capabilities and maybe some of those adjacent adjacent services that you see as most leverage a ble for customers And why? >>Well, to tell this story, dude, we're gonna have to go a little bit back in time all the way back to the 19 nineties. Or before then, when all you had waas, a set of hardware appliance vendors that sold you appliances that you put in your data center and inherently created a data silo because those hardware appliances were hardwired to your application. And so an individual application that was dealing with auditing as an example wouldn't really be able to access the storage for another application. Because you know, the architecture er of that legacy world is tied to a data silo and s tree came out launched in 2000 and six and introduced very low cost storage. That is an object. And I'll tell you, Dave, you know, over the last 10 plus years, we have seen all kinds of data come into us three, whereas before it might have been backups or it might have been images and videos. Now a pretty substantial data set is our parquet files and orc files. Thes files are there for business analytics for more real time type of processing. And that has really been the trend of the future. Is taking these different files putting them in a shared file layer, So any application today or in the future can tap into that data. And so this idea of the shared file layer is a major trend that has been taking off for the last. I would say five or six years, and I expect that to not only keep on going, but to really open up the type of services that you can then do on that shared file layer and whether that sage maker or some of the machine learning introduced by our connect service, it's bringing together the data as a starting point. And then the applications can evolve very rapidly. On top of that, I want to >>ask your opinion about big data architectures. One of our guests, Jim Octagon E. She's amazing, uh, data architect, and she's put forth this notion of a distributed global mesh, and I picked him picking up on some of the comments. Andy Jassy made it at reinvent How essentially Hey, we're bringing a W s to the edge. We see the data center is just another edge. Notes. You're seeing this massive distributed system evolving. You guys have talked about that for a while, and data by its very nature is distributed. But we've had this tendency to put into it monolithic Data Lake or a data warehouse on bits sort of antithetical to that distributed nature. So how >>do >>you see that playing out? What do you see customers in the future doing in terms of their big data architectures? And what does that mean for storage? >>It comes down to the nature of the data and again, the usage and Dave. That's where I see the biggest difference in these modern data architectures from the legacy of 20 years ago is the idea that the data need drives the data storage. So let's taken example of the type of data that you always wanna have on the edge. We have customers today that need tohave storage in the field and whether the field of scientific research or oftentimes, it's content creation in the in the film industry or if it's for military operations. There's a lot of data that needs to be captured and analyzed in the field and for us, what that means is that you know we have a suite of products called Snowball and whether it's snowball or snow cone, take your pick. That whole portfolio of AWS services is targeted at customers that need to do work with storage at the edge. And so it you know, if you think about the need for multiple applications acting on the same data set, that's when you keep it in an AWS region. And what we've done in AWS storage is we've recognized that depending on the need of usage, where you put your data and how you interactive, it may vary. But we've built a whole set of services like data transfer to help make sure that we can connect data from, for example, that new snow cone into a region automatically. And so our goal Dave, is to make sure that when customers air operating at the edge or they're operating in the region, they have the same quality of storage service, and they have easy ways to go between them. You shouldn't have to pick. You should be able to do it all. >>So in the spirit of do it all, this is sort of age old dynamic in the tech business, where you've got the friction between the the best of breed and the integrated suite, and my question is around what you're optimizing for for customers. And can you have your cake and eat it too? In other words, why A W S storage does what makes a compelling? Is it because it's kind of a best of breed storage service? Or is it because it's integrated with a W S? Would you ever sub optimize one in in order to get an advantage to the other? Or can you actually, >>you >>know, have your cake and eat it, too? >>The way that we build storage is to focus on being both the breath of capabilities on the depth of capabilities. And so where we identify ah, particular need where we think that it takes a whole new service to deliver, we'll go build that service and example for that is FTP, our AWS sftp service, which you know there's a lot of sftp usage out there and there will be for a while because of the you know, the Legacy B two b type of architectures that still live in the business world today. And so we looked at that problem. We said, How are we gonna build that in the best depth way and the best focus? And we launched a separate service for them. And so our goal is to take the individual building blocks of CBS and Glacier and s three and make the best of class and the most comprehensive in the capabilities of what we can dio and where we identify very specific need. We'll go build a service for. But, Dave, you know, as an example for that idea of both depths and breath s three storage lands is a great example of that s three storage lands is a new capability that we launched last year. And what it does is it lets you look across all your regions and all your accounts and get a summary view of all your s three storage and whether that's buckets or, you know, the most active prefixes that you have and be able to drill down from that and that is built in to the S three service and available for any customer that wants to turn it on in the AWS Management Council. >>Right? And we we saw just recently made I called it super duper block storage. But you made some, you know, improvements and really addressing the highest performance. Um, I want to ask you So we've all learned about an experience the benefits of cloud over the last several years, and especially in the last 10 months during the pandemic. But one >>of >>the challenges, and it's particularly acute with bio is, of course, Leighton see and moving data around and accessing data remotely. It's It's a challenge for customers, you know, due to speed of light, etcetera. So my question is, how was a W s thinking about all that data that still resides on premises? I think we heard that reinvent. That's still 90% of the opportunities or or the workloads. They're still on Prem that live inside a customer's data center. So how do you tap into those and help customers innovate with on Prem data, particularly from a storage >>angle? Well, we always want to provide the best of class solution for those little Leighton see workloads, and that's why we launched Block Express just late last year. It reinvent and Black expresses a new capability and preview on top of our Iot to provisioned eye ops volume type, and what's really interesting about Block Express Dave, is that the way that we're able to deliver the performance of Block Express, which is sound performance with cloud elasticity, is that we went all the way down to the network layer and we customize the hardware software. And at the network Lehrer, we built a Block Express on something called SRD, which stands for a scalable, reliable diagrams. And basically, what is letting us to do is offload all of our EBS operations for Block Express on the Nitro card on hardware. And so that type of innovation where we're able Thio, you know, take advantage of modern cop commodity, multi tenant data center networks where we're sending in this new network protocol across a large number of network paths, and that that type of innovation all the way down to that protocol level helps us innovate in a way that's hard. In fact, I would say impossible for for other sound providers to kind of really catch up and keep up. And so we feel that the amount of innovation that we have for delivering those low latency workloads in our AWS cloud storage is is unlimited, really, Because of that ability to customize software, hardware and network protocols as we go along without requiring upgrades from a customer it just gets better and the customer benefits. Now if you want to stay in your data center, that's why we built outposts. And for outpost, we have EBS and we have s three for outposts. And our goal there is that some customers will have workloads where they want to keep them resident in the data center And for those customers, we want to give them that AWS storage opportunities as well. So >>thank you for coming back to block Express. So you call it in sand in the cloud eso Is that essentially you've you've comprises a custom built, essentially storage storage network. Is that is that right? What kind of what you just described? SRD? I think you call it. >>Yeah, it's SRT is used by other AWS services as well, but it is a custom network protocol that we designed to deliver the lowest latency experience on We're taking advantage of it with Block Express >>sticking with traditional data centers for a moment, I'm interested in your thoughts on the importance of the cloud you know, pricing approach I e. The consumption model to paid by the drink. Obviously, it's one of the most attractive features But But And I ask that because we're seeing what Andy Jassy first, who is the old Guard Institute? Flexible pricing models. Two of the biggest storage companies HP with Green Lake and Dell has this thing called Apex. They've announced such models for on Prem and and presumably, Cross Cloud. How >>do you think >>this is going to impact your customers Leverage of AWS cloud storage? Is it something that you have ah, opinion on? >>Yeah, I think it all comes down to again that usage of the storage And this is where I think there is an inherent advantage for our cloud storage. So there might be an attempt by the old guard toe lower prices or add flexibility. But the end of the day it comes down to what the customer actually needs to to. And if you think about gp three, which is the new E. B s volume, the idea with GP three is we're gonna pass along savings to the customer by making the storage 20% cheaper than GP two. And we're gonna make the product better by giving a great, reliable baseline performance. But we're also going to let customers who want to run work clothes like Cassandra on TBS tune their throughput separately, for example, from their capacity. So if you're running Cassandra, sometimes you don't need to change your capacity. Your storage capacity works just fine, but what happens with for example, Cassandra were quote is that you may need more throughput. And if you're buying hardware appliance, you just have to buy for your peak. You have to buy for the max of what you think, your throughput in the max of what your storage is and this inherent flexibility that we have for AWS storage and being able to tune throughput separate from IOP, separate from capacity like you do for GP three. That is really where the future is for customers having control over costs and control over customer experience without compromising or trading off either one. >>Awesome. Thank you for that. So another time we have remaining my line. I want to talk about the topic of diversity. Uh, social impact on Daz. Ah, woman leader, women executive on. I really wanna get your perspectives on this, and I've shared with the audience previously. One of my breaking analysis segments your your boxing video, which is awesome and eso so you've got a lot of unique, non traditional aspects to your to your life, and and I love it. But I >>want to >>ask you this. So it's obviously, you know, certainly politically and socially correct to talk about diversity, the importance of diversity. There's data that suggests that that that diversity is good both economically, not just socially. And of course, it's the right thing to do. But there are those. Peter Thiel is probably the most prominent, but there are others who say, You know what, >>But >>get that. Just hire people just like you will be able to go faster, ramp up more quickly, hit escape velocity. It's natural. And that's what you should dio. Why is that not the right approach? Why is diversity both course socially responsible, but also good for business? >>For Amazon, we think about diversity as something that is essential toe how we think about innovation. And so, Dave, you know, as you know, from listening to some of the announcements I reinvent, we launched a lot of new ideas, new concepts and new services in AWS and just bringing that lends down to storage U. S. Tree has been reinventing itself every year since we launched in 2000 and six. PBS introduced the first Son on the Cloud late last year and continues to reinvent how customers think about block storage. We would not be able Thio. Look at a product in a different way and think to ourselves Not just what is the legacy system dio in a data center today. But how do we want to build this new distributed system in a way that helps customers achieve not just what they're doing today, but what they want to do in five and 10 years? You can't get that innovative mindset without bringing different perspectives to the table. And so we strongly believe in hiring people who are from underrepresented groups and whether that's gender or it's related racial equality or if its geographic, uh, diversity and bringing them in tow have the conversation. Because those divers viewpoints inform how we can innovate at all levels in a W s >>right. And so I really appreciate the perspectives on that, and we've had a zoo. You probably know the Cube has been, you know, a very big advocate of diversity, you know, generally, but women in tech Specifically, we participated a lot. And you know, I often ask this question is, you know, as a smaller company, uh, I and some of my other colleagues in in small business Sometimes we struggle. Um and so my question is, how >>how do >>you go beyond What's your advice for going beyond, you know, the good old boys network? I think its large companies like AWS and the big players you've got a responsibility to that. You can put somebody in charge and make it you know, their full time job. How should smaller companies, um, that are largely white, male dominated? How should they become more diverse? What should they do? Thio increase that diversity? >>Well, I think the place to start his voice. A lot of what we try to dio is make sure that the underrepresented voice is heard. And so, Dave, any small business owner of any industry can encourage voice for your under represented or your unheard populations. And honestly, it is a simple as being in a meeting and looking around that table, we're on your screen as it were and asking yourself Who hasn't talked? Who hasn't weighed in particularly if the debate is contentious or even animated. And you will see, particularly if you note this. Over time you will see that there may be somebody and whether it's an underrepresented, a group or its ah woman whose early career or it's it's not. It's just a member of your team who happens to be a white male to who's not being hurt. And you can ask that person for their perspective. And that is a step that every one of us can and should do, which is asked toe, have everyone's voice at the table, toe listen and to weigh in on it. So I think that is something everyone should dio. I think if you are a member of an underrepresented groups, as for example, I'm Vietnamese American and I'm the female in Tech. I think it z something to think about how you can make sure that you're always taking that bold step forward. And it's one of the topics that we covered it at reinvent. We had a great discussion with a group of women CEOs, and a lot of it we talked about is being bolt, taking the challenge of being bold in tough situations, and that is an important thing, I think, for anybody to keep in mind, but especially for members of underrepresented groups, because sometimes Dave, that bold step that you kind of think of is like, Oh, I don't know if I should ask for that promotion or I don't know if I should volunteer for that project It's not. It's not a big ask, but it's big in your head. And so if you can internalize as a member of some, you know, a group that maybe hasn't heard or seen as much how you can take those bold challenges and step forward and learn, maybe fell also because that's how you learn. Then that is a way toe. Also have people learn and develop and become leaders in whatever industry it ISS. It's >>great advice, and I reminds me of, I mean, I think most of us can relate to that my land, because when we started in the industry, we may be timid. You didn't want to necessarily speak up, and I think it's incumbent upon those in a position of power. And by the way, power might just be running a meeting agenda to maybe calling those folks that are. Maybe it's not diversity of gender or, you know, our or race. And maybe it's just the underrepresented. Maybe that's a good way to start building muscle memory. So that's unique advice that I hadn't heard before. So thank you very much for that. Appreciate it. And, uh hey, listen, thanks so much for coming on the Cuban cloud. Uh, we're out of time and and really, always appreciate your perspectives. And you're doing a great job, and thank you. >>Great. Thank you, Dave. Thanks for having me and have a great day. >>All right? And keep it right, everybody. You're watching the cube on cloud right back.

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by silicon angle. Hi. I'm still Minuteman. And welcome back to the Cube on Cloud. Talking about really important topics is toe how developers we're changing how they build their applications where they live. Of course. Long discussion we've had for a number of years, you know? How do things change in hybrid environment? We've been talking for years. Public cloud and Private Cloud and really excited for this session. We're gonna talk about how edge environment and ai impact that. So happy to walk back. One of our cube alumni, Simon Crosby, is currently the chief technology officer with swim. Got plenty of viewpoints on AI the edge and knows the developer world. Well, Simon, welcome back. Thanks so much for joining us. >>Thank you, sir, for having me. >>All right. So let let let's start start for a second. Let's talk about developers, you know, used to be, you know, for for years we talked about, you know, what's the level of abstraction we get? Does it sit? You know, you know, do I put it on bare metal? Do I virtualized it? Do I contain Arise it. Do I make it serve? Ellis? Ah, lot of those things. You know that the app developer doesn't want to even think about. But location matters a whole lot when we're talking about things like a I where do I have all my data? That I could do my training? Where do I actually have to do the processing? And, of course, edge. Just changes by orders of magnitude, Some of the things like Leighton see, and where data lives and everything like that. So with that as a set up would love to get just your framework as to what you're hearing from developers and what will gettinto Some of the solutions that that you and your team are helping them toe do their jobs >>where you're up to lights to the data onslaught is very riel. Companies that I deal with are facing more and more real time data from products from their infrastructure from their partners, whatever it happens to be, and they need to make decisions rapidly. And the problem that they're facing is that traditional ways of processing that data or to so so perhaps the big data approach which by now is a bit old. It's been long in the tooth, Um, where you stored it and then you analyze it later is problematic. First of all, data streams of boundless so you don't really know winter analyze. But second, you can't store all. And so the story and analyze approach has to change and swim is trying to do something about this by adopting a process off. Analyze um, on the fly. So as dead is generate as you receive events, you don't bother Saw them. You you analyze them, and then if you have tow you still the data. But you you need to analyze as you receive data. Andre react immediately to be able to generate reasonable insights or predictions that can drive commerce and decisions in the real world. >>Yeah, absolutely. I remember back, you know, the early days of big data, you know, real time got thrown around a little, but it was usually I need to react fast enough toe. Make sure we don't, you know, lose the customer, we react toe something. But it was we gather all the data and let's move compute to the data. Uh, today is you talk about real time streams are so important. We've been talking about observe ability for last couple of years to just really understand the systems and the outputs More than, uh, looking back historically at where things were waiting for alerts. So could you give us some examples, if you would, Is toe You know that those streams, you know what is so important about being able to interact and leverage that data when you need it? And, boy, it's great if we can if we can use it then and not have to store it and think about it later. Obviously, there's some benefits there because >>every product nowadays has a CPU, right? And so there's more and more data and just let me give you an example. Um, swim processes real time data from more than 100 million mobile devices in real time, Um, in for a mobile operator. And what we're doing there is We're optimizing connection quality between devices and the network. Now that volume of data is more than four petabytes per day. Okay, now there is simply no way you could ever store that and analyze it later. The interesting thing about this is that if you adopt and analyze. And then if you really have to store architecture, you get to take advantage of Muslim. So you're running at CPU memory speeds instead of a disc speed, and so that gives you a million fold speed up. And it also means you don't have the Leighton see problem off reaching out to her boat storage, dead base or whatever. And so that reduces cost so we can do it all about 10% of the infrastructure that they previously had for her do style implementation. >>So maybe would help if we just explain when we say edge, people think of a lot of different things. Is it? You know, on I o. T device sitting out into the edge Are we talking about the telecom edge? We're watching a WS for years, you know, Spider out their services and into various environment. So what when you talk about the type of solutions you're doing and what your customers have is that the Telkom edges that the, you know, actual device edge, you know, where where does processing happen and where do these, you know, services that that work on it live? >>Uh, so I think the right way to think about edges. Where can you reasonably process the data? And it obviously makes sense to process data at the first opportunity you have. But much data is encrypted between the original device. Say Onda. The application and so edge as a place doesn't make as much sense as edge as an opportunity to decrypt and analyze data in the clear. So is computing is not so much a place in my view as the first opportunity you have to process state in the clear and to make sense of it. And then edge makes sense in terms of Leighton, see, by locating compute as close as possible to the sources of data, um, to reduce latency and maximize your ability to get insights. You know, Andre return to uses in, you know, quickly. So edge for me often is the cloud >>excellent. One of the other things I I think about back from, you know, the big data days or even earlier It was that how long it took to get from the raw data to processing that data, to be able to getting some insight and then being able to take action. Uh, it sure sounds like we're trying to collapse That completely. Is that you know, how do we do that? You know, Can we actually, you know, build the system so that we can, you know, in that real time continuous model that you talk about, You know? So what character movements? One >>of the wonderful things about cloud computing is that two major abstractions really served us on. Those are rest which expect this computing and databases and rest means in the old server can do the job for me. And then the database is just a napi I call away. The problem with that is that it's desperately slow. So when I say desperately slow, I mean, it's probably thrown away the last 10 years, Um, was law. Just think about this way. Your CPU runs at gigahertz and the network runs at milliseconds. So by definition, every time you reach out to a data store, you're going a million times slower than your Cebu. That's terrible. It's absolutely tragic. Okay, so a model which is much more effective is to have and in memory, computing architecture er in which you engage in state will computation. So instead of having to reach out to a database every time to update the database and whatever you know, store something and then fetch it again a few moments later when the next event arrives. You keep state in memory and you compute on the fly as data arrives and that way you get a million times speed up. You also end up with this tremendous cost direction because you don't end up with as many instances having to compute by comparison. So let me give you a quick example. If you go to a traffic dots from the AI, you can see, um, the real time state off the traffic infrastructure in Palo Alto. And, um, each one of those, um intersections is predicting its own future. Now, the volume of data from just a few 100 lights in Palo Alto is about four terabyte today. And sure, you can deal with this in AWS Lambda. There are lots and lots of servers up there. But the problem is that the end to end per event leighton see, is about 100 milliseconds. And you know, if I'm dealing with 30,000 events a second, that's just too much so solving that problem with a stateless architectures is extraordinarily expensive. You know, more than $5000 a month. Where is the staple architectural? Which you could think of as an evolution all for, uh, you know, something reactive or the actor model, Um, get you, You know, something like 1/10 of the cost. Okay, so cloud is fabulous for things that need to scale wide, but a state formal is required for dealing with things which update you rapidly or regularly about their changes in state. >>Yeah, absolutely. I You know, I think about if we were talking, I mentioned before AI training models often, if you look at something like autonomous vehicles, the massive amounts of data that it needs to process, you know, has to happen in the public cloud. Um, but then that gets pushed back down to the end device. In this case, it's a car because it needs to be able to react in real time and get fed at a regular update. The new training algorithms that that it has there. Um what are you saying? You know, we >>were reviews on on this training approach and the science in general, and that is that there aren't enough the scientists or no smart people to train these algorithms, deploy them to the edge and so on. And so there is an alternative worldview, which is a much simpler one, and that is that relatively simple algorithms deployed at scale to staple representatives. Their school, you know, digital twins off things, um, can deliver enormous improvements in behavior. Um, as things learn for themselves. So the way I think the at least this edge world gets smaller is that relatively simple models off things will learn for themselves for their own futures based on what they can see and and then react. And so this idea that we have lots and lots of very scientists dealing with vast amounts of information in the cloud, Um, it's suitable for certain algorithms, but it doesn't work for the vast majority of our applications. >>So where are we with the state of what the developers need to think about? You mentioned that there's compute in most devices. That's true, but you know they need some special in video chip set out there. Are there certain programming languages that that you're seeing more prevalent? Yeah, you know, interoperability. Give us a little bit of toe, you know, some tips and tricks for for those developing >>super so number one a staple architectures is fundamental and sure react is well known. Andi, there are, For example, on er lang swim is another. So I'm going to use some language. And I would encourage you to look at Cem O s or G to go from play there. A staple architecture, ER which allows actors small, concurrent objects to Stapley evolve their own state based on updates from the real world is fundamental. But the way in swim, we use data to build these models. So, um, these little agents for things we call them Web agents because the object I'd is a your I, um they staple evolved by processing their own real world data safely representing it. And then they do this wonderful thing, which is build a model on the fly, and they build a model by linking to things that they're related to. So a knit section would link to all of its sensors. But it would also licked all of its neighbors because the neighbors and linking is like a sub in pubs up and it allows that Web agent then to continually analyze, learn and predict on the fly. And so every one of these concurrent objects is doing this job off and analyzing its own raw data and then predicting from that and streaming the results so and swim you get stream board data in. And what streams out is predictions. Predictions about the future state off the infrastructure, and that's a very powerful staple approach, which can run all the memory. No stories required, by the way. It's still persistence. If you lose the no, you can just come back up and carry on. But there's no need to store huge amounts of raw data if you don't need it. And let me just be clear. The volumes of raw data from the real world are staggering, right? So for Porter by today from Palo Alto. But Las Vegas, about 60 terabytes today from the traffic lights, Um, no more than 100 million mobile devices is is tens of petabytes per day, which is just too much the store. >>Well, Simon, you'd mentioned that we we have a shortage when it comes to data scientists and the people that could be involved in those things. How about from the developer side? Do most enterprises that you're talking to? Do they have the skill set? Is the ecosystem mature enough for the company take involved? Or what do we need to do? Looking forward, toa help companies be able to take advantage of this opportunity. >>Yeah, So there is a huge change in terms of, I guess just cloud native skills. Um, and this is exacerbated. The more you get out into, I guess what you could think of as traditional kind of companies, all of whom have tons and tons of data sources. So we need to make it easy and swim tries to do this by effectively using skills of people already have Java or JavaScript and giving them easy ways to develop, deploy and then run applications without thinking about them. So instead of finding developers to notions of place and where databases are and all that sort of stuff, if they can write simple, object oriented programs about things like intersections and push buttons, a pedestrian lights, and in road loops and so on and simply relate basic objects in their world to each other, then we let data build the model by essentially creating these little concurrent objects for each thing, and they will then link to each other and solve the problem. We end up solving a huge problem for developers to which is that they don't need to acquire complicated cloud native skill sets to get to work. >>Well, absolutely. Simon, that's something we've been trying to do for a long time. Is to truly simplify things. I wanna let you have the final word. Uh, if you look out there, uh, the opportunity that challenge in the space, what final takeaways would would you get our audience? >>So very simple. If you adopt a staple competing Achter should like swim, you get to go a million times faster. The applications always have an answer. They analyze, learn and predict on the fly, and they go million times faster. They use 10% less. No. So 10% off the infrastructure of a store than analyze approach. And it's the way of the future. >>Simon Crosby. Thanks so much for sharing. Great having you on the program. >>Thank you too. >>And thank you for joining. I'm stew Minuteman. Thank you. As always for watching the cube. Yeah,

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by Silicon Angle. Hi, this is David Linton. You're watching the Cubes coverage of the Cube on Cloud, our own virtual event where we're trying to understand the future of cloud, where we've come from and where we're going. And we're bringing in visionaries to really have that detailed conversation. Daniel Jones is here. He's the CEO of automation specialist. You. I path Daniel. Thanks for coming on and sharing your insights here. >>Thank you so much for inviting me. They've appreciated. >>That's always a pleasure to get together with folks that have started companies with a seed of a vision and have exploded in tow. You know, great success. And when I wanna go back to the the the founding days of you, I path 2005. It was a pre cloud. There's certainly pre cloud as we know it today. A w s came out in 2006. Aw, and then we saw the clouds Ascendancy. But but your original founding premise there was no cloud, you know, it wasn't like a startup could just spend up stuff in the cloud. But what you've seen that evolution. So when you first started to see cloud evolved, What did you think? Did you think Oh, well, we'll see what happens. Or did you? Did you know at the time that this was gonna be a bigas? It actually has become. What were your thoughts back then? >>Well, I honestly, I thought that we are kind of agent. And maybe it's stupid to not to pie foot in tow, The new trends in technology like Cloud Mobile social and I we kept, you know, working on this computer vision technology that 15 years ago, war was not really hot. But with the evolution of self driving cars and the latest development in AI, we we've been able to capture our investments in the domain that was not hot. But suddenly, you know, became the word the of the greatest minds in I t. And we definitely we specialize Our computer vision toe a narrow use case, but still, it's the It's the key of what we've done in, uh, in the end, the robots are powered by computer vision technology. This kind of a robot emulate how human user work. So obviously we use vision a lot in our day by day work and having the best technology that allows our robots to interact with the computer screen more like human user is quintessential and, uh, making our business reliable and easy to use. So we were lucky. But I always felt that maybe I should change it. And we were feeling I remember you know, many discussions with my, you know, initial developers because we like what you're doing. What we felt a bit left outside my door. What way? Got lucky in the end. >>So So I have a premise here and that when you go back to the early days of cloud, what they got right was they were attacking the human labor problem and they automate it was storage. It was it was networking. It was compute. But really the automation that they brought toe i t. And the quality that that drove and the flexibility was, you know, a game changer. Of course, we know that now. And you know, many of us at the time were very excited about Cloud. I'm not sure we predicted the impact that it had, but my premise is that there's a parallel in your business with the automation that you're driving into the business. We've talked toe people, for instance, that some of your customers have said, You know I can't do Six Sigma. I can't afford to do six Sigma before things like R P. A. For business process. I do that for Mission critical things, but now I can apply six Sigma thinking across my entire business that drives quality. It takes costs out of my business. So what do you think about that premise? That there's a parallel between the early days of cloud taking human labor out of the equation and driving quality and flexibility, cost saving speed and revenue, etcetera and what you're doing on the business side, >>it is clearly a parallel. I can tell that the cloud was built by looking at ICTY Automation use cases first of all, because this is all software engineers understand the most software engineers. Let's be you little on this. They don't understand the business work. They don't understand all how the rial work is performing a big enterprise and they don't care. Sometimes when in my own discussions with our CFO, he is surprised that I don't know all the use cases in the world. Yes, of course. I don't know exactly how an insurance company work All the processes in a health care, all the banking processes. I have intellectual curiosity how they were. But what interests me the most is our computer vision technology that works uniformly well across different. That was the same from the cloud. So initially they built and they build a cow cloud one toe, help them when what they know the best. And now, for we were put in the face of having great technology, this computer region technology, but without having a great use case in the I t world that we understood. And when we when I'm speaking about our early days like 12, 13, 14, I believe this technology has a lot less applicable bility in the real world. Because again, we were thinking of some sorts of small I T automation gigs that were not possible just doing the AP ice. But when I discovered the messy world of business processes and how important is to emulate people when you think automation, that was a big ah ha moment. So I believe that we can do for business processes what the cloud has done for I t processes on. We are really patient now about this business processes on helping people toe eliminate all the repetitive work that is their delegate. This work two robots and have the people that are required to do this work do do better. A smaller number of tasks every day. Everyone has own, as on her or him played today like, let's say, 10, 20 different activities. Some of them can be completely delegated to rob to robots, and they are the low value type of activities, while they can focus on the high value activities like interaction with people, creativity, decision making and this type of human like things that we as humans really love. >>I love that you shared that story, but you thought it was a very narrow, sort of set of use cases when you first started and then, you know, that's that's just an awesome founders, you know, really ization. I love it when we've often said in the Cube that, you know, for decades we've marched to the tune of Moore's Law. That was the innovation engine. No longer is that case. It's a combination of of data, applied machine intelligence and cloud for scale. And I guess the computer vision pieces How you in just the data you've you've made some investments in a I and there's many more to come the industry in general and the cloud is sort of the piece of that equation that we see for scale. So I wonder how you see those pieces fitting to your business. Uh, and how important is the cloud for your scale? At last? Uh, at last year, I path forward. There was a lot of talk amongst your customers about scaling. Is the cloud critical for that scale? >>Yeah, I believe so. And we are thinking of clouds in tow. Distinct ways number one. We're offering Onda manage automation service in our own close, using where we host everything by ourselves, including our orchestrator, and then be next to have the plans to include our the robots that execute the automation And people simply can't connect to our cloud building automation and just scheduled to run without any maintainers. And they will have access to oh, great analytics, Everything integrated. So this is a major force to us, and the way we launching G a. This cloud offering in April this year, and I can tell you that until now, 20% of our customers already are in a shape or another in this type of offering, not 20% dollar amount, but 20% of our customers. And it's clear that at this point this has mawr applicability into the long tail, a smaller customers than in the on our biggest customers. But the second, this thing type of cloud offering that we focus on is toe have best in class support and best in class multi cloud support for the cloud of choice of our customers. For instance, if you go in if you go in a w, g, c, p usher and you buy a subscription there, you wear buildings. Specialized editions were with one click. You will be able to install our technology in those clouds and you'll be ableto scale up and down your robots. You can connect your robots to our many service were within your tenant, but basically the angle is toe lesson. Ah lot the administration, the maintainers footprint of your installation, either on our own cloud, even on your cloud of choice. I'm a strong believer that we will see an accelerated transition from the completely on Prem Workloads into these two source of cloud workloads. >>I wanna ask you, is a a technologist if you see. So you mentioned that you're gonna take your products and your support. Multiple clouds will run on any cloud in A lot of companies are talking about that, you know, for their respective whether it's a database or, you know, whatever storage device, etcetera. Do you see the day where you'll actually start? You're collaborating across clouds. Where the user, uh, maybe maybe the user today doesn't know, but maybe a developer does know which cloud it's running on. But do you see any value in actual, you know, connecting across clouds where the data and one cloud is relevant for the data? Another cloud is I know there are latent see issues. Is that you know, technically feasible. And is it it? Will it drive business value? What do you think about that cross cloud connection? >>I believe it is already happening. There is a mesh between between various services and who knows in which cloud they are awful. Already. I feel the Leighton see is less and less of a problem as much as the biggest cloud provider have have a very distributed geographically president. So as long as I can playing AWS in East Coast, on on Asia in East Coast, it's not such a big Leighton see issue. Uh huh. Frankly, in the past, our customers at least start telling us they seen how it is to be completely looking toe one technology on people would like Toa have optionality. It's not necessarily that I will use three clothes, but I would like to use the vendor that gives me optionally even. And this is what we're trying to offer. >>Do you, when you think about the future of work? I mean, e said before the cloud one dato was infrastructure storage, networking, computing Uh, it seems like to Dato we're bringing in more ai new workloads. We're seeing, you know, analytics and machine intelligence applied to the data and then, you know, distributed at scale self serve to the business. How do you see the future of work specifically as it relates toe automation affecting that, uh on you know what role does cloud play there? What's your vision? >>So as the workloads will move to cloud. It's absolutely critical that the processes will move to cloud, so there is no way back. I think, that moving in tow, moving from home for and software into cloud will make even easier toe automate this type of workloads into the cloud. It's gonna be less maintain us. You will deal less with legacy applications that require some special care. It's kind of a bit more easier to automate modern Onley, Web based type of application so that Z we'll see an acceleration on the moving to cloud. But again, there will be different sorts of cloud from a completely manage automation service from us toe managing yourself the automation in your cloud tenant, but not on prayer. I'm not a big believer that we will accept unless very few critical sectors I don't think that we will see home Primor roads in the past five years. >>I mean, I agree in this case, the business case for on Prem just gets, you know, less and less. I mean, it'll be a certain applications for sure. My last question is, when thinking about from a software developer standpoint, you obviously you're gonna wanna run in a W S and G, C P and Azure. Uh, perhaps Alibaba, Uh, do you look at other clouds? Whether their regional clouds, of course. You got your own cloud. Maybe Oracle. IBM. How do you think about those? Do you just sort of evaluated on a case by case basis? You let customers, you know, tell you where you need to be. >>Yeah, way focus on the on the three big clouds today, but we're building on the top off Q Burnett is most of our way. We have a big shift in tow building que Burnett is micro services. And my guess is that all mother clouds would offer fantastic support for kubernetes. So what What it takes when you create a new edition for another cloud is toe is toe have the underlying services. Like if we plan to use snowflake, for instance in our analytics offering, you better have snowflake in another cloud. Otherwise, probably the the analytics will will have toe be delayed or use a less of one part technology. So it's not only about what we are building, but it's also, you know, the vast availability of other set of technologies that we try toe use when you choose a technology. Now, first of all, we are looking. We need to choose something that is multi cloud. There's who's dedicated from one cloud vendor. That's that's our first priority. This is why I've mentioned snowflake and then when when we moved into a cloud. We are limited by the offerings that are there, but I my belief is in the main clouds, probably in the US I don't know one of the region's what's gonna happen, but in the main crowds in the U. S. In I believe that they will. In the end, they will catch up in terms off offering and convincing of other defenders toe have kind of kind of similar offering on their own. I don't know if, besides, the Big Three, or you'll see someone and that is able to compete could be too much fragmented. Maybe they will be dedicated clouds for certain services. But for General Cloud, I think three is more than enough. >>Yeah, and so, you know, in the early days of cloud, people talked about dial tone, and essentially, that's what's becoming. It's the it's the value that's running on top of the cloud from software companies like ey Path and others that is really driving. So the cloud to Dato the next generation Daniel Dennett is thanks so much for sharing your vision on participating in the Cuban cloud. Really appreciate it. >>My pleasure, Dave. Thank you so much for inviting. >>You're welcome. You always great to talk to you. And thank you for watching everybody keep it right there. We'll be back with our next guest right into this short break. This is Dave Volonte for the Cube. Yeah.

>>from around the globe. It's the Cube presenting Cuban cloud brought to you by silicon angle, everybody to Cuban cloud. My name is Dave Volonte, and I'll be here throughout the day with my co host, John Ferrier, who was quarantined in an undisclosed location in California. He's all good. Don't worry. Just precautionary. John, how are you doing? >>Hey, great to see you. John. Quarantine. My youngest daughter had covitz, so contact tracing. I was negative in quarantine at a friend's location. All good. >>Well, we wish you the best. Yeah, well, right. I mean, you know what's it like, John? I mean, you're away from your family. Your basically shut in, right? I mean, you go out for a walk, but you're really not in any contact with anybody. >>Correct? Yeah. I mean, basically just isolation, Um, pretty much what everyone's been kind of living on, kind of suffering through, but hopefully the vaccines are being distributed. You know, one of the things we talked about it reinvent the Amazon's cloud conference. Was the vaccine on, but just the whole workflow around that it's gonna get better. It's kind of really sucky. Here in the California area, they haven't done a good job, a lot of criticism around, how that's rolling out. And, you know, Amazon is now offering to help now that there's a new regime in the U. S. Government S o. You know, something to talk about, But certainly this has been a terrible time for Cove it and everyone in the deaths involved. But it's it's essentially pulled back the covers, if you will, on technology and you're seeing everything. Society. In fact, um, well, that's big tech MIT disinformation campaigns. All these vulnerabilities and cyber, um, accelerated digital transformation. We'll talk about a lot today, but yeah, it's totally changed the world. And I think we're in a new generation. I think this is a real inflection point, Dave. You know, modern society and the geo political impact of this is significant. You know, one of the benefits of being quarantined you'd be hanging out on these clubhouse APS, uh, late at night, listening to experts talk about what's going on, and it's interesting what's happening with with things like water and, you know, the island of Taiwan and China and U. S. Sovereignty, data, sovereignty, misinformation. So much going on to talk about. And, uh, meanwhile, companies like Mark injuries in BC firm starting a media company. What's going on? Hell freezing over. So >>we're gonna be talking about a lot of that stuff today. I mean, Cuba on cloud. It's our very first virtual editorial event we're trying to do is bring together our community. It's a it's an open forum and we're we're running the day on our 3 65 software platform. So we got a great lineup. We got CEO Seo's data Practitioners. We got a hard core technologies coming in, cloud experts, investors. We got some analysts coming in and we're creating this day long Siri's. And we've got a number of sessions that we've developed and we're gonna unpack. The future of Cloud computing in the coming decade is, John said, we're gonna talk about some of the public policy new administration. What does that mean for tech and for big tech in General? John, what can you add to that? >>Well, I think one of the things that we talked about Cove in this personal impact to me but other people as well. One of the things that people are craving right now is information factual information, truth texture that we call it. But hear this event for us, Davis, our first inaugural editorial event. Robbo, Kristen, Nicole, the entire Cube team Silicon angle, really trying to put together Morva cadence we're gonna doom or of these events where we can put out feature the best people in our community that have great fresh voices. You know, we do interview the big names Andy Jassy, Michael Dell, the billionaires with people making things happen. But it's often the people under there that are the rial newsmakers amid savory, for instance, that Google one of the most impressive technical people, he's gotta talk. He's gonna present democratization of software development in many Mawr riel people making things happen. And I think there's a communal element. We're going to do more of these. Obviously, we have, uh, no events to go to with the Cube. So we have the cube virtual software that we have been building and over years and now perfecting and we're gonna introduce that we're gonna put it to work, their dog footing it. We're gonna put that software toe work. We're gonna do a lot mawr virtual events like this Cuban cloud Cuban startup Cuban raising money. Cuban healthcare, Cuban venture capital. Always think we could do anything. Question is, what's the right story? What's the most important stories? Who's telling it and increase the aperture of the lens of the industry that we have and and expose that and fastest possible. That's what this software, you'll see more of it. So it's super exciting. We're gonna add new features like pulling people up on stage, Um, kind of bring on the clubhouse vibe and more of a community interaction with people to meet each other, and we'll roll those out. But the goal here is to just showcase it's cloud story in a way from people that are living it and providing value. So enjoy the day is gonna be chock full of presentations. We're gonna have moderated chat in these sessions, so it's an all day event so people can come in, drop out, and also that's everything's on demand immediately after the time slot. But you >>want to >>participate, come into the time slot into the cube room or breakout session. Whatever you wanna call it, it's a cube room, and the people in there chatting and having a watch party. So >>when you're in that home page when you're watching, there's a hero video there. Beneath that, there's a calendar, and you'll see that red line is that red horizontal line of vertical line is rather, it's a linear clock that will show you where we are in the day. If you click on any one of those sessions that will take you into the chat, we'll take you through those in a moment and share with you some of the guests that we have upcoming and and take you through the day what I wanted to do. John is trying to set the stage for the conversations that folks are gonna here today. And to do that, I wanna ask the guys to bring up a graphic. And I want to talk to you, John, about the progression of cloud over time and maybe go back to the beginning and review the evolution of cloud and then really talk a little bit about where we think it Z headed. So, guys, if you bring up that graphic when a W S announced s three, it was March of 2000 and six. And as you recall, John you know, nobody really. In the vendor and user community. They didn't really pay too much attention to that. And then later that year, in August, it announced E C two people really started. They started to think about a new model of computing, but they were largely, you know, chicken tires. And it was kind of bleeding edge developers that really leaned in. Um what? What were you thinking at the time? When when you saw, uh, s three e c to this retail company coming into the tech world? >>I mean, I thought it was totally crap. I'm like, this is terrible. But then at that time, I was thinking working on I was in between kind of start ups and I didn't have a lot of seed funding. And then I realized the C two was freaking awesome. But I'm like, Holy shit, this is really great because I don't need to pay a lot of cash, the Provisional Data center, or get a server. Or, you know, at that time, state of the art startup move was to buy a super micro box or some sort of power server. Um, it was well past the whole proprietary thing. But you have to assemble probably anyone with 5 to 8 grand box and go in, and we'll put a couple ghetto rack, which is basically, uh, you know, you put it into some coasting location. It's like with everybody else in the tech ghetto of hosting, still paying monthly fees and then maintaining it and provisioning that's just to get started. And then Amazon was just really easy. And then from there you just It was just awesome. I just knew Amazon would be great. They had a lot of things that they had to fix. You know, custom domains and user interface Council got better and better, but it was awesome. >>Well, what we really saw the cloud take hold from my perspective anyway, was the financial crisis in, you know, 709 It put cloud on the radar of a number of CFOs and, of course, shadow I T departments. They wanted to get stuff done and and take I t in in in, ah, pecs, bite sized chunks. So it really was. There's cloud awakening and we came out of that financial crisis, and this we're now in this 10 year plus boom um, you know, notwithstanding obviously the economic crisis with cove it. But much of it was powered by the cloud in the decade. I would say it was really about I t transformation. And it kind of ironic, if you will, because the pandemic it hits at the beginning of this decade, >>and it >>creates this mandate to go digital. So you've you've said a lot. John has pulled forward. It's accelerated this industry transformation. Everybody talks about that, but and we've highlighted it here in this graphic. It probably would have taken several more years to mature. But overnight you had this forced march to digital. And if you weren't a digital business, you were kind of out of business. And and so it's sort of here to stay. How do you see >>You >>know what this evolution and what we can expect in the coming decades? E think it's safe to say the last 10 years defined by you know, I t transformation. That's not gonna be the same in the coming years. How do you see it? >>It's interesting. I think the big tech companies are on, but I think this past election, the United States shows um, the power that technology has. And if you look at some of the main trends in the enterprise specifically around what clouds accelerating, I call the second wave of innovations coming where, um, it's different. It's not what people expect. Its edge edge computing, for instance, has talked about a lot. But industrial i o t. Is really where we've had a lot of problems lately in terms of hacks and malware and just just overall vulnerabilities, whether it's supply chain vulnerabilities, toe actual disinformation, you know, you know, vulnerabilities inside these networks s I think this network effects, it's gonna be a huge thing. I think the impact that tech will have on society and global society geopolitical things gonna be also another one. Um, I think the modern application development of how applications were written with data, you know, we always been saying this day from the beginning of the Cube data is his integral part of the development process. And I think more than ever, when you think about cloud and edge and this distributed computing paradigm, that cloud is now going next level with is the software and how it's written will be different. You gotta handle things like, where's the compute component? Is it gonna be at the edge with all the server chips, innovations that Amazon apple intel of doing, you're gonna have compute right at the edge, industrial and kind of human edge. How does that work? What's Leighton see to that? It's it really is an edge game. So to me, software has to be written holistically in a system's impact on the way. Now that's not necessarily nude in the computer science and in the tech field, it's just gonna be deployed differently. So that's a complete rewrite, in my opinion of the software applications. Which is why you're seeing Amazon Google VM Ware really pushing Cooper Netease and these service messes in the micro Services because super critical of this technology become smarter, automated, autonomous. And that's completely different paradigm in the old full stack developer, you know, kind of model. You know, the full stack developer, his ancient. There's no such thing as a full stack developer anymore, in my opinion, because it's a half a stack because the cloud takes up the other half. But no one wants to be called the half stack developer because it doesn't sound as good as Full Stack, but really Cloud has eliminated the technology complexity of what a full stack developer used to dio. Now you can manage it and do things with it, so you know, there's some work to done, but the heavy lifting but taking care of it's the top of the stack that I think is gonna be a really critical component. >>Yeah, and that that sort of automation and machine intelligence layer is really at the top of the stack. This this thing becomes ubiquitous, and we now start to build businesses and new processes on top of it. I wanna I wanna take a look at the Big Three and guys, Can we bring up the other The next graphic, which is an estimate of what the revenue looks like for the for the Big three. And John, this is I asked and past spend for the Big Three Cloud players. And it's It's an estimate that we're gonna update after earning seasons, and I wanna point a couple things out here. First is if you look at the combined revenue production of the Big Three last year, it's almost 80 billion in infrastructure spend. I mean, think about that. That Z was that incremental spend? No. It really has caused a lot of consolidation in the on Prem data center business for guys like Dell. And, you know, um, see, now, part of the LHP split up IBM Oracle. I mean, it's etcetera. They've all felt this sea change, and they had to respond to it. I think the second thing is you can see on this data. Um, it's true that azure and G C P they seem to be growing faster than a W s. We don't know the exact numbers >>because >>A W S is the only company that really provides a clean view of i s and pass. Whereas Microsoft and Google, they kind of hide the ball in their numbers. I mean, I don't blame them because they're behind, but they do leave breadcrumbs and clues about growth rates and so forth. And so we have other means of estimating, but it's it's undeniable that azure is catching up. I mean, it's still quite distance the third thing, and before I want to get your input here, John is this is nuanced. But despite the fact that Azure and Google the growing faster than a W s. You can see those growth rates. A W s I'll call this out is the only company by our estimates that grew its business sequentially last quarter. Now, in and of itself, that's not significant. But what is significant is because AWS is so large there $45 billion last year, even if the slower growth rates it's able to grow mawr and absolute terms than its competitors, who are basically flat to down sequentially by our estimates. Eso So that's something that I think is important to point out. Everybody focuses on the growth rates, but it's you gotta look at also the absolute dollars and, well, nonetheless, Microsoft in particular, they're they're closing the gap steadily, and and we should talk more about the competitive dynamics. But I'd love to get your take on on all this, John. >>Well, I mean, the clouds are gonna win right now. Big time with the one the political climate is gonna be favoring Big check. But more importantly, with just talking about covert impact and celebrating the digital transformation is gonna create a massive rising tide. It's already happening. It's happening it's happening. And again, this shift in programming, uh, models are gonna really kinda accelerating, create new great growth. So there's no doubt in my mind of all three you're gonna win big, uh, in the future, they're just different, You know, the way they're going to market position themselves, they have to be. Google has to be a little bit different than Amazon because they're smaller and they also have different capabilities, then trying to catch up. So if you're Google or Microsoft, you have to have a competitive strategy to decide. How do I wanna ride the tide If you will put the rising tide? Well, if I'm Amazon, I mean, if I'm Microsoft and Google, I'm not going to try to go frontal and try to copy Amazon because Amazon is just pounding lead of features and scale and they're different. They were, I would say, take advantage of the first mover of pure public cloud. They really awesome. It passed and I, as they've integrated in Gardner, now reports and integrated I as and passed components. So Gardner finally got their act together and said, Hey, this is really one thing. SAS is completely different animal now Microsoft Super Smart because they I think they played the right card. They have a huge installed base converted to keep office 3 65 and move sequel server and all their core jewels into the cloud as fast as possible, clarified while filling in the gaps on the product side to be cloud. So you know, as you're doing trends job, they're just it's just pedal as fast as you can. But Microsoft is really in. The strategy is just go faster trying. Keep pedaling fast, get the features, feature velocity and try to make it high quality. Google is a little bit different. They have a little power base in terms of their network of strong, and they have a lot of other big data capabilities, so they have to use those to their advantage. So there is. There is there is competitive strategy game application happening with these companies. It's not like apples, the apples, In my opinion, it never has been, and I think that's funny that people talk about it that way. >>Well, you're bringing up some great points. I want guys bring up the next graphic because a lot of things that John just said are really relevant here. And what we're showing is that's a survey. Data from E. T. R R Data partners, like 1400 plus CEOs and I T buyers and on the vertical axis is this thing called Net score, which is a measure of spending momentum. And the horizontal axis is is what's called market share. It's a measure of the pervasiveness or, you know, number of mentions in the data set. There's a couple of key points I wanna I wanna pick up on relative to what John just said. So you see A W S and Microsoft? They stand alone. I mean, they're the hyper scale er's. They're far ahead of the pack and frankly, they have fall down, toe, lose their lead. They spend a lot on Capex. They got the flywheel effects going. They got both spending velocity and large market shares, and so, but they're taking a different approach. John, you're right there living off of their SAS, the state, their software state, Andi, they're they're building that in to their cloud. So they got their sort of a captive base of Microsoft customers. So they've got that advantage. They also as we'll hear from from Microsoft today. They they're building mawr abstraction layers. Andy Jassy has said We don't wanna be in that abstraction layer business. We wanna have access to those, you know, fine grain primitives and eso at an AP level. So so we can move fast with the market. But but But so those air sort of different philosophies, John? >>Yeah. I mean, you know, people who know me know that I love Amazon. I think their product is superior at many levels on in its way that that has advantages again. They have a great sass and ecosystem. They don't really have their own SAS play, although they're trying to add some stuff on. I've been kind of critical of Microsoft in the past, but one thing I'm not critical of Microsoft, and people can get this wrong in the marketplace. Actually, in the journalism world and also in just some other analysts, Microsoft has always had large scale eso to say that Microsoft never had scale on that Amazon owned the monopoly on our franchise on scales wrong. Microsoft had scale from day one. Their business was always large scale global. They've always had infrastructure with MSN and their search and the distributive how they distribute browsers and multiple countries. Remember they had the lock on the operating system and the browser for until the government stepped in in 1997. And since 1997 Microsoft never ever not invested in infrastructure and scale. So that whole premise that they don't compete well there is wrong. And I think that chart demonstrates that there, in there in the hyper scale leadership category, hands down the question that I have. Is that there not as good and making that scale integrate in because they have that legacy cards. This is the classic innovator's dilemma. Clay Christensen, right? So I think they're doing a good job. I think their strategy sound. They're moving as fast as they can. But then you know they're not gonna come out and say We don't have the best cloud. Um, that's not a marketing strategy. Have to kind of hide in this and get better and then double down on where they're winning, which is. Clients are converting from their legacy at the speed of Microsoft, and they have a huge client base, So that's why they're stopping so high That's why they're so good. >>Well, I'm gonna I'm gonna give you a little preview. I talked to gear up your f Who's gonna come on today and you'll see I I asked him because the criticism of Microsoft is they're, you know, they're just good enough. And so I asked him, Are you better than good enough? You know, those are fighting words if you're inside of Microsoft, but so you'll you'll have to wait to see his answer. Now, if you guys, if you could bring that that graphic back up I wanted to get into the hybrid zone. You know where the field is. Always got >>some questions coming in on chat, Dave. So we'll get to those >>great Awesome. So just just real quick Here you see this hybrid zone, this the field is bunched up, and the other companies who have a large on Prem presence and have been forced to initiate some kind of coherent cloud strategy included. There is Michael Michael, multi Cloud, and Google's there, too, because they're far behind and they got to take a different approach than a W s. But as you can see, so there's some real progress here. VM ware cloud on AWS stands out, as does red hat open shift. You got VM Ware Cloud, which is a VCF Cloud Foundation, even Dell's cloud. And you'd expect HP with Green Lake to be picking up momentum in the future quarters. And you've got IBM and Oracle, which there you go with the innovator's dilemma. But there, at least in the cloud game, and we can talk about that. But so, John, you know, to your point, you've gotta have different strategies. You're you're not going to take out the big too. So you gotta play, connect your print your on Prem to your cloud, your hybrid multi cloud and try to create new opportunities and new value there. >>Yeah, I mean, I think we'll get to the question, but just that point. I think this Zeri Chen's come on the Cube many times. We're trying to get him to come on lunch today with Features startup, but he's always said on the Q B is a V C at Greylock great firm. Jerry's Cloud genius. He's been there, but he made a point many, many years ago. It's not a winner. Take all the winner. Take most, and the Big Three maybe put four or five in there. We'll take most of the markets here. But I think one of the things that people are missing and aren't talking about Dave is that there's going to be a second tier cloud, large scale model. I don't want to say tear to cloud. It's coming to sound like a sub sub cloud, but a new category of cloud on cloud, right? So meaning if you get a snowflake, did I think this is a tale? Sign to what's coming. VM Ware Cloud is a native has had huge success, mainly because Amazon is essentially enabling them to be successful. So I think is going to be a wave of a more of a channel model of indirect cloud build out where companies like the Cube, potentially for media or others, will build clouds on top of the cloud. So if Google, Microsoft and Amazon, whoever is the first one to really enable that okay, we'll do extremely well because that means you can compete with their scale and create differentiation on top. So what snowflake did is all on Amazon now. They kind of should go to azure because it's, you know, politically correct that have multiple clouds and distribution and business model shifts. But to get that kind of performance they just wrote on Amazon. So there's nothing wrong with that. Because you're getting paid is variable. It's cap ex op X nice categorization. So I think that's the way that we're watching. I think it's super valuable, I think will create some surprises in terms of who might come out of the woodwork on be a leader in a category. Well, >>your timing is perfect, John and we do have some questions in the chat. But before we get to that, I want to bring in Sargi Joe Hall, who's a contributor to to our community. Sargi. Can you hear us? All right, so we got, uh, while >>bringing in Sarpy. Let's go down from the questions. So the first question, Um, we'll still we'll get the student second. The first question. But Ronald ask, Can a vendor in 2021 exist without a hybrid cloud story? Well, story and capabilities. Yes, they could live with. They have to have a story. >>Well, And if they don't own a public cloud? No. No, they absolutely cannot. Uh hey, Sergey. How you doing, man? Good to see you. So, folks, let me let me bring in Sergeant Kohala. He's a He's a cloud architect. He's a practitioner, He's worked in as a technologist. And there's a frequent guest on on the Cube. Good to see you, my friend. Thanks for taking the time with us. >>And good to see you guys to >>us. So we were kind of riffing on the competitive landscape we got. We got so much to talk about this, like, it's a number of questions coming in. Um, but Sargi we wanna talk about you know, what's happening here in Cloud Land? Let's get right into it. I mean, what do you guys see? I mean, we got yesterday. New regime, new inaug inauguration. Do you do you expect public policy? You'll start with you Sargi to have What kind of effect do you think public policy will have on, you know, cloud generally specifically, the big tech companies, the tech lash. Is it gonna be more of the same? Or do you see a big difference coming? >>I think that there will be some changing narrative. I believe on that. is mainly, um, from the regulators side. A lot has happened in one month, right? So people, I think are losing faith in high tech in a certain way. I mean, it doesn't, uh, e think it matters with camp. You belong to left or right kind of thing. Right? But parlor getting booted out from Italy s. I think that was huge. Um, like, how do you know that if a cloud provider will not boot you out? Um, like, what is that line where you draw the line? What are the rules? I think that discussion has to take place. Another thing which has happened in the last 23 months is is the solar winds hack, right? So not us not sort acknowledging that I was Russia and then wish you watching it now, new administration might have a different sort of Boston on that. I think that's huge. I think public public private partnership in security arena will emerge this year. We have to address that. Yeah, I think it's not changing. Uh, >>economics economy >>will change gradually. You know, we're coming out off pandemic. The money is still cheap on debt will not be cheap. for long. I think m and a activity really will pick up. So those are my sort of high level, Uh, >>thank you. I wanna come back to them. And because there's a question that chat about him in a But, John, how do you see it? Do you think Amazon and Google on a slippery slope booting parlor off? I mean, how do they adjudicate between? Well, what's happening in parlor? Uh, anything could happen on clubhouse. Who knows? I mean, can you use a I to find that stuff? >>Well, that's I mean, the Amazons, right? Hiding right there bunkered in right now from that bad, bad situation. Because again, like people we said Amazon, these all three cloud players win in the current environment. Okay, Who wins with the U. S. With the way we are China, Russia, cloud players. Okay, let's face it, that's the reality. So if I wanted to reset the world stage, you know what better way than the, you know, change over the United States economy, put people out of work, make people scared, and then reset the entire global landscape and control all with cash? That's, you know, conspiracy theory. >>So you see the riches, you see the riches, get the rich, get richer. >>Yeah, well, that's well, that's that. That's kind of what's happening, right? So if you start getting into this idea that you can't actually have an app on site because the reason now I'm not gonna I don't know the particular parlor, but apparently there was a reason. But this is dangerous, right? So what? What that's gonna do is and whether it's right or wrong or not, whether political opinion is it means that they were essentially taken offline by people that weren't voted for that. Weren't that when people didn't vote for So that's not a democracy, right? So that's that's a different kind of regime. What it's also going to do is you also have this groundswell of decentralized thinking, right. So you have a whole wave of crypto and decentralized, um, cyber punks out there who want to decentralize it. So all of this stuff in January has created a huge counterculture, and I had predicted this so many times in the Cube. David counterculture is coming and and you already have this kind of counterculture between centralized and decentralized thinking and so I think the Amazon's move is dangerous at a fundamental level. Because if you can't get it, if you can't get buy domain names and you're completely blackballed by by organized players, that's a Mafia, in my opinion. So, uh, and that and it's also fuels the decentralized move because people say, Hey, if that could be done to them, it could be done to me. Just the fact that it could be done will promote a swing in the other direction. I >>mean, independent of of, you know, again, somebody said your political views. I mean Parlor would say, Hey, we're trying to clean this stuff up now. Maybe they didn't do it fast enough, but you think about how new parlor is. You think about the early days of Twitter and Facebook, so they were sort of at a disadvantage. Trying to >>have it was it was partly was what it was. It was a right wing stand up job of standing up something quick. Their security was terrible. If you look at me and Cory Quinn on be great to have him, and he did a great analysis on this, because if you look the lawsuit was just terrible. Security was just a half, asshole. >>Well, and the experience was horrible. I mean, it's not It was not a great app, but But, like you said, it was a quick stew. Hand up, you know, for an agenda. But nonetheless, you know, to start, get to your point earlier. It's like, you know, Are they gonna, you know, shut me down? If I say something that's, you know, out of line, or how do I control that? >>Yeah, I remember, like, 2019, we involved closing sort of remarks. I was there. I was saying that these companies are gonna be too big to fail. And also, they're too big for other nations to do business with. In a way, I think MNCs are running the show worldwide. They're running the government's. They are way. Have seen the proof of that in us this year. Late last year and this year, um, Twitter last night blocked Chinese Ambassador E in us. Um, from there, you know, platform last night and I was like, What? What's going on? So, like, we used to we used to say, like the Chinese company, tech companies are in bed with the Chinese government. Right. Remember that? And now and now, Actually, I think Chinese people can say the same thing about us companies. Uh, it's not a good thing. >>Well, let's >>get some question. >>Let's get some questions from the chat. Yeah. Thank you. One is on M and a subject you mentioned them in a Who do you see is possible emanate targets. I mean, I could throw a couple out there. Um, you know, some of the cdn players, maybe aka my You know, I like I like Hashi Corp. I think they're doing some really interesting things. What do you see? >>Nothing. Hashi Corp. And anybody who's doing things in the periphery is a candidate for many by the big guys, you know, by the hyper scholars and number two tier two or five hyper scholars. Right. Uh, that's why sales forces of the world and stuff like that. Um, some some companies, which I thought there will be a target, Sort of. I mean, they target they're getting too big, because off their evaluations, I think how she Corpuz one, um, >>and >>their bunch in the networking space. Uh, well, Tara, if I say the right that was acquired by at five this week, this week or last week, Actually, last week for $500 million. Um, I know they're founder. So, like I found that, Yeah, there's a lot going on on the on the network side on the anything to do with data. Uh, that those air too hard areas in the cloud arena >>data, data protection, John, any any anything you could adhere. >>And I think I mean, I think ej ej is gonna be where the gaps are. And I think m and a activity is gonna be where again, the bigger too big to fail would agree with you on that one. But we're gonna look at white Spaces and say a white space for Amazon is like a monster space for a start up. Right? So you're gonna have these huge white spaces opportunities, and I think it's gonna be an M and a opportunity big time start ups to get bought in. Given the speed on, I think you're gonna see it around databases and around some of these new service meshes and micro services. I mean, >>they there's a There's a question here, somebody's that dons asking why is Google who has the most pervasive tech infrastructure on the planet. Not at the same level of other to hyper scale is I'll give you my two cents is because it took him a long time to get their heads out of their ads. I wrote a piece of around that a while ago on they just they figured out how to learn the enterprise. I mean, John, you've made this point a number of times, but they just and I got a late start. >>Yeah, they're adding a lot of people. If you look at their who their hiring on the Google Cloud, they're adding a lot of enterprise chops in there. They realized this years ago, and we've talked to many of the top leaders, although Curry and hasn't yet sit down with us. Um, don't know what he's hiding or waiting for, but they're clearly not geared up to chicken Pete. You can see it with some some of the things that they're doing, but I mean competed the level of Amazon, but they have strength and they're playing their strength, but they definitely recognize that they didn't have the enterprise motions and people in the DNA and that David takes time people in the enterprise. It's not for the faint of heart. It's unique details that are different. You can't just, you know, swing the Google playbook and saying We're gonna home The enterprises are text grade. They knew that years ago. So I think you're going to see a good year for Google. I think you'll see a lot of change. Um, they got great people in there. On the product marketing side is Dev Solution Architects, and then the SRE model that they have perfected has been strong. And I think security is an area that they could really had a lot of value it. So, um always been a big fan of their huge network and all the intelligence they have that they could bring to bear on security. >>Yeah, I think Google's problem main problem that to actually there many, but one is that they don't They don't have the boots on the ground as compared to um, Microsoft, especially an Amazon actually had a similar problem, but they had a wide breath off their product portfolio. I always talk about feature proximity in cloud context, like if you're doing one thing. You wanna do another thing? And how do you go get that feature? Do you go to another cloud writer or it's right there where you are. So I think Amazon has the feature proximity and they also have, uh, aske Compared to Google, there's skills gravity. Larger people are trained on AWS. I think Google is trying there. So second problem Google is having is that that they're they're more focused on, I believe, um, on the data science part on their sort of skipping the cool components sort of off the cloud, if you will. The where the workloads needs, you know, basic stuff, right? That's like your compute storage and network. And that has to be well, talk through e think e think they will do good. >>Well, so later today, Paul Dillon sits down with Mids Avery of Google used to be in Oracle. He's with Google now, and he's gonna push him on on the numbers. You know, you're a distant third. Does that matter? And of course, you know, you're just a preview of it's gonna say, Well, no, we don't really pay attention to that stuff. But, John, you said something earlier that. I think Jerry Chen made this comment that, you know, Is it a winner? Take all? No, but it's a winner. Take a lot. You know the number two is going to get a big chunk of the pie. It appears that the markets big enough for three. But do you? Does Google have to really dramatically close the gap on be a much, much closer, you know, to the to the leaders in orderto to compete in this race? Or can they just kind of continue to bump along, siphon off the ad revenue? Put it out there? I mean, I >>definitely can compete. I think that's like Google's in it. Then it they're not. They're not caving, right? >>So But But I wrote I wrote recently that I thought they should even even put mawr oven emphasis on the cloud. I mean, maybe maybe they're already, you know, doubling down triple down. I just I think that is a multi trillion dollar, you know, future for the industry. And, you know, I think Google, believe it or not, could even do more. Now. Maybe there's just so much you could dio. >>There's a lot of challenges with these company, especially Google. They're in Silicon Valley. We have a big Social Justice warrior mentality. Um, there's a big debate going on the in the back channels of the tech scene here, and that is that if you want to be successful in cloud, you have to have a good edge strategy, and that involves surveillance, use of data and pushing the privacy limits. Right? So you know, Google has people within the country that will protest contract because AI is being used for war. Yet we have the most unstable geopolitical seen that I've ever witnessed in my lifetime going on right now. So, um, don't >>you think that's what happened with parlor? I mean, Rob Hope said, Hey, bar is pretty high to kick somebody off your platform. The parlor went over the line, but I would also think that a lot of the employees, whether it's Google AWS as well, said, Hey, why are we supporting you know this and so to your point about social justice, I mean, that's not something. That >>parlor was not just social justice. They were trying to throw the government. That's Rob e. I think they were in there to get selfies and being protesters. But apparently there was evidence from what I heard in some of these clubhouse, uh, private chats. Waas. There was overwhelming evidence on parlor. >>Yeah, but my point is that the employee backlash was also a factor. That's that's all I'm saying. >>Well, we have Google is your Google and you have employees to say we will boycott and walk out if you bid on that jet I contract for instance, right, But Microsoft one from maybe >>so. I mean, that's well, >>I think I think Tom Poole's making a really good point here, which is a Google is an alternative. Thio aws. The last Google cloud next that we were asked at they had is all virtual issue. But I saw a lot of I T practitioners in the audience looking around for an alternative to a W s just seeing, though, we could talk about Mano Cloud or Multi Cloud, and Andy Jassy has his his narrative around, and he's true when somebody goes multiple clouds, they put you know most of their eggs in one basket. Nonetheless, I think you know, Google's got a lot of people interested in, particularly in the analytic side, um, in in an alternative, hedging their bets eso and particularly use cases, so they should be able to do so. I guess my the bottom line here is the markets big enough to have Really? You don't have to be the Jack Welch. I gotta be number one and number two in the market. Is that the conclusion here? >>I think so. But the data gravity and the skills gravity are playing against them. Another problem, which I didn't want a couple of earlier was Google Eyes is that they have to boot out AWS wherever they go. Right? That is a huge challenge. Um, most off the most off the Fortune 2000 companies are already using AWS in one way or another. Right? So they are the multi cloud kind of player. Another one, you know, and just pure purely somebody going 200% Google Cloud. Uh, those cases are kind of pure, if you will. >>I think it's gonna be absolutely multi cloud. I think it's gonna be a time where you looked at the marketplace and you're gonna think in terms of disaster recovery, model of cloud or just fault tolerant capabilities or, you know, look at the parlor, the next parlor. Or what if Amazon wakes up one day and said, Hey, I don't like the cubes commentary on their virtual events, so shut them down. We should have a fail over to Google Cloud should Microsoft and Option. And one of people in Microsoft ecosystem wants to buy services from us. We have toe kind of co locate there. So these are all open questions that are gonna be the that will become certain pretty quickly, which is, you know, can a company diversify their computing An i t. In a way that works. And I think the momentum around Cooper Netease you're seeing as a great connective tissue between, you know, having applications work between clouds. Right? Well, directionally correct, in my opinion, because if I'm a company, why wouldn't I wanna have choice? So >>let's talk about this. The data is mixed on that. I'll share some data, meaty our data with you. About half the companies will say Yeah, we're spreading the wealth around to multiple clouds. Okay, That's one thing will come back to that. About the other half were saying, Yeah, we're predominantly mono cloud we didn't have. The resource is. But what I think going forward is that that what multi cloud really becomes. And I think John, you mentioned Snowflake before. I think that's an indicator of what what true multi cloud is going to look like. And what Snowflake is doing is they're building abstraction, layer across clouds. Ed Walsh would say, I'm standing on the shoulders of Giants, so they're basically following points of presence around the globe and building their own cloud. They call it a data cloud with a global mesh. We'll hear more about that later today, but you sign on to that cloud. So they're saying, Hey, we're gonna build value because so many of Amazon's not gonna build that abstraction layer across multi clouds, at least not in the near term. So that's a really opportunity for >>people. I mean, I don't want to sound like I'm dating myself, but you know the date ourselves, David. I remember back in the eighties, when you had open systems movement, right? The part of the whole Revolution OS I open systems interconnect model. At that time, the networking stacks for S N A. For IBM, decadent for deck we all know that was a proprietary stack and then incomes TCP I p Now os I never really happened on all seven layers, but the bottom layers standardized. Okay, that was huge. So I think if you look at a W s or some of the comments in the chat AWS is could be the s n a. Depends how you're looking at it, right? And you could say they're open. But in a way, they want more Amazon. So Amazon's not out there saying we love multi cloud. Why would they promote multi cloud? They are a one of the clouds they want. >>That's interesting, John. And then subject is a cloud architect. I mean, it's it is not trivial to make You're a data cloud. If you're snowflake, work on AWS work on Google. Work on Azure. Be seamless. I mean, certainly the marketing says that, but technically, that's not trivial. You know, there are latent see issues. Uh, you know, So that's gonna take a while to develop. What? Do your thoughts there? >>I think that multi cloud for for same workload and multi cloud for different workloads are two different things. Like we usually put multiple er in one bucket, right? So I think you're right. If you're trying to do multi cloud for the same workload, that's it. That's Ah, complex, uh, problem to solve architecturally, right. You have to have a common ap ice and common, you know, control playing, if you will. And we don't have that yet, and then we will not have that for a for at least one other couple of years. So, uh, if you if you want to do that, then you have to go to the lower, lowest common denominator in technical sort of stock, if you will. And then you're not leveraging the best of the breed technology off their from different vendors, right? I believe that's a hard problem to solve. And in another thing, is that that that I always say this? I'm always on the death side, you know, developer side, I think, uh, two deaths. Public cloud is a proxy for innovative culture. Right. So there's a catch phrase I have come up with today during shower eso. I think that is true. And then people who are companies who use the best of the breed technologies, they can attract the these developers and developers are the Mazen's off This digital sort of empires, amazingly, is happening there. Right there they are the Mazen's right. They head on the bricks. I think if you don't appeal to developers, if you don't but extensive for, like, force behind educating the market, you can't you can't >>put off. It's the same game Stepping story was seeing some check comments. Uh, guard. She's, uh, linked in friend of mine. She said, Microsoft, If you go back and look at the Microsoft early days to the developer Point they were, they made their phones with developers. They were a software company s Oh, hey, >>forget developers, developers, developers. >>You were if you were in the developer ecosystem, you were treated his gold. You were part of the family. If you were outside that world, you were competitors, and that was ruthless times back then. But they again they had. That was where it was today. Look at where the software defined businesses and starve it, saying it's all about being developer lead in this new way to program, right? So the cloud next Gen Cloud is going to look a lot like next Gen Developer and all the different tools and techniques they're gonna change. So I think, yes, this kind of developer ecosystem will be harnessed, and that's the power source. It's just gonna look different. So, >>Justin, Justin in the chat has a comment. I just want to answer the question about elastic thoughts on elastic. Um, I tell you, elastic has momentum uh, doing doing very well in the market place. Thea Elk Stack is a great alternative that people are looking thio relative to Splunk. Who people complain about the pricing. Of course it's plunks got the easy button, but it is getting increasingly expensive. The problem with elk stack is you know, it's open source. It gets complicated. You got a shard, the databases you gotta manage. It s Oh, that's what Ed Walsh's company chaos searches is all about. But elastic has some riel mo mentum in the marketplace right now. >>Yeah, you know, other things that coming on the chat understands what I was saying about the open systems is kubernetes. I always felt was that is a bad metaphor. But they're with me. That was the TCP I peep In this modern era, C t c p I p created that that the disruptor to the S N A s and the network protocols that were proprietary. So what KUBERNETES is doing is creating a connective tissue between clouds and letting the open source community fill in the gaps in the middle, where kind of way kind of probably a bad analogy. But that's where the disruption is. And if you look at what's happened since Kubernetes was put out there, what it's become kind of de facto and standard in the sense that everyone's rallying around it. Same exact thing happened with TCP was people were trashing it. It is terrible, you know it's not. Of course they were trashed because it was open. So I find that to be very interesting. >>Yeah, that's a good >>analogy. E. Thinks the R C a cable. I used the R C. A cable analogy like the VCRs. When they started, they, every VC had had their own cable, and they will work on Lee with that sort of plan of TV and the R C. A cable came and then now you can put any TV with any VCR, and the VCR industry took off. There's so many examples out there around, uh, standards And how standards can, you know, flair that fire, if you will, on dio for an industry to go sort of wild. And another trend guys I'm seeing is that from the consumer side. And let's talk a little bit on the consuming side. Um, is that the The difference wouldn't be to B and B to C is blood blurred because even the physical products are connected to the end user Like my door lock, the August door lock I didn't just put got get the door lock and forget about that. Like I I value the expedience it gives me or problems that gives me on daily basis. So I'm close to that vendor, right? So So the middle men, uh, middle people are getting removed from from the producer off the technology or the product to the consumer. Even even the sort of big grocery players they have their APs now, uh, how do you buy stuff and how it's delivered and all that stuff that experience matters in that context, I think, um, having, uh, to be able to sell to thes enterprises from the Cloud writer Breuder's. They have to have these case studies or all these sample sort off reference architectures and stuff like that. I think whoever has that mawr pushed that way, they are doing better like that. Amazon is Amazon. Because of that reason, I think they have lot off sort off use cases about on top of them. And they themselves do retail like crazy. Right? So and other things at all s. So I think that's a big trend. >>Great. Great points are being one of things. There's a question in there about from, uh, Yaden. Who says, uh, I like the developer Lead cloud movement, But what is the criticality of the executive audience when educating the marketplace? Um, this comes up a lot in some of my conversations around automation. So automation has been a big wave to automate this automate everything. And then everything is a service has become kind of kind of the the executive suite. Kind of like conversation we need to make everything is a service in our business. You seeing people move to that cloud model. Okay, so the executives think everything is a services business strategy, which it is on some level, but then, when they say Take that hill, do it. Developers. It's not that easy. And this is where a lot of our cube conversations over the past few months have been, especially during the cova with cute virtual. This has come up a lot, Dave this idea, and start being around. It's easy to say everything is a service but will implement it. It's really hard, and I think that's where the developer lead Connection is where the executive have to understand that in order to just say it and do it are two different things. That digital transformation. That's a big part of it. So I think that you're gonna see a lot of education this year around what it means to actually do that and how to implement it. >>I'd like to comment on the as a service and subject. Get your take on it. I mean, I think you're seeing, for instance, with HP Green Lake, Dell's come out with Apex. You know IBM as its utility model. These companies were basically taking a page out of what I what I would call a flawed SAS model. If you look at the SAS players, whether it's salesforce or workday, service now s a P oracle. These models are They're really They're not cloud pricing models. They're they're basically you got to commit to a term one year, two year, three year. We'll give you a discount if you commit to the longer term. But you're locked in on you. You probably pay upfront. Or maybe you pay quarterly. That's not a cloud pricing model. And that's why I mean, they're flawed. You're seeing companies like Data Dog, for example. Snowflake is another one, and they're beginning to price on a consumption basis. And that is, I think, one of the big changes that we're going to see this decade is that true cloud? You know, pay by the drink pricing model and to your point, john toe, actually implement. That is, you're gonna need a whole new layer across your company on it is quite complicated it not even to mention how you compensate salespeople, etcetera. The a p. I s of your product. I mean, it is that, but that is a big sea change that I see coming. Subject your >>thoughts. Yeah, I think like you couldn't see it. And like some things for this big tech exacts are hidden in the plain >>sight, right? >>They don't see it. They they have blind spots, like Look at that. Look at Amazon. They went from Melissa and 200 millisecond building on several s, Right, Right. And then here you are, like you're saying, pay us for the whole year. If you don't use the cloud, you lose it or will pay by month. Poor user and all that stuff like that that those a role models, I think these players will be forced to use that term pricing like poor minute or for a second, poor user. That way, I think the Salesforce moral is hybrid. They're struggling in a way. I think they're trying to bring the platform by doing, you know, acquisition after acquisition to be a platform for other people to build on top off. But they're having a little trouble there because because off there, such pricing and little closeness, if you will. And, uh, again, I'm coming, going, going back to developers like, if you are not appealing to developers who are writing the latest and greatest code and it is open enough, by the way open and open source are two different things that we all know that. So if your platform is not open enough, you will have you know, some problems in closing the deals. >>E. I want to just bring up a question on chat around from Justin didn't fitness. Who says can you touch on the vertical clouds? Has your offering this and great question Great CP announcing Retail cloud inventions IBM Athena Okay, I'm a huge on this point because I think this I'm not saying this for years. Cloud computing is about horizontal scalability and vertical specialization, and that's absolutely clear, and you see all the clouds doing it. The vertical rollouts is where the high fidelity data is, and with machine learning and AI efforts coming out, that's accelerated benefits. There you have tow, have the vertical focus. I think it's super smart that clouds will have some sort of vertical engine, if you will in the clouds and build on top of a control playing. Whether that's data or whatever, this is clearly the winning formula. If you look at all the successful kind of ai implementations, the ones that have access to the most data will get the most value. So, um if you're gonna have a data driven cloud you have tow, have this vertical feeling, Um, in terms of verticals, the data on DSO I think that's super important again, just generally is a strategy. I think Google doing a retail about a super smart because their whole pitches were not Amazon on. Some people say we're not Google, depending on where you look at. So every of these big players, they have dominance in the areas, and that's scarce. Companies and some companies will never go to Amazon for that reason. Or some people never go to Google for other reasons. I know people who are in the ad tech. This is a black and we're not. We're not going to Google. So again, it is what it is. But this idea of vertical specialization relevant in super >>forts, I want to bring to point out to sessions that are going on today on great points. I'm glad you asked that question. One is Alan. As he kicks off at 1 p.m. Eastern time in the transformation track, he's gonna talk a lot about the coming power of ecosystems and and we've talked about this a lot. That that that to compete with Amazon, Google Azure, you've gotta have some kind of specialization and vertical specialization is a good one. But of course, you see in the big Big three also get into that. But so he's talking at one o'clock and then it at 3 36 PM You know this times are strange, but e can explain that later Hillary Hunter is talking about she's the CTO IBM I B M's ah Financial Cloud, which is another really good example of specifying vertical requirements and serving. You know, an audience subject. I think you have some thoughts on this. >>Actually, I lost my thought. E >>think the other piece of that is data. I mean, to the extent that you could build an ecosystem coming back to Alan Nancy's premise around data that >>billions of dollars in >>their day there's billions of dollars and that's the title of the session. But we did the trillion dollar baby post with Jazzy and said Cloud is gonna be a trillion dollars right? >>And and the point of Alan Answer session is he's thinking from an individual firm. Forget the millions that you're gonna save shifting to the cloud on cost. There's billions in ecosystems and operating models. That's >>absolutely the business value. Now going back to my half stack full stack developer, is the business value. I've been talking about this on the clubhouses a lot this past month is for the entrepreneurs out there the the activity in the business value. That's the new the new intellectual property is the business logic, right? So if you could see innovations in how work streams and workflow is gonna be a configured differently, you have now large scale cloud specialization with data, you can move quickly and take territory. That's much different scenario than a decade ago, >>at the point I was trying to make earlier was which I know I remember, is that that having the horizontal sort of features is very important, as compared to having vertical focus. You know, you're you're more healthcare focused like you. You have that sort of needs, if you will, and you and our auto or financials and stuff like that. What Google is trying to do, I think that's it. That's a good thing. Do cook up the reference architectures, but it's a bad thing in a way that you drive drive away some developers who are most of the developers at 80 plus percent, developers are horizontal like you. Look at the look into the psyche of a developer like you move from company to company. And only few developers will say I will stay only in health care, right? So I will only stay in order or something of that, right? So they you have to have these horizontal capabilities which can be applied anywhere on then. On top >>of that, I think that's true. Sorry, but I'll take a little bit different. Take on that. I would say yes, that's true. But remember, remember the old school application developer Someone was just called in Application developer. All they did was develop applications, right? They pick the framework, they did it right? So I think we're going to see more of that is just now mawr of Under the Covers developers. You've got mawr suffer defined networking and software, defined storage servers and cloud kubernetes. And it's kind of like under the hood. But you got your, you know, classic application developer. I think you're gonna see him. A lot of that come back in a way that's like I don't care about anything else. And that's the promise of cloud infrastructure is code. So I think this both. >>Hey, I worked. >>I worked at people solved and and I still today I say into into this context, I say E r P s are the ultimate low code. No code sort of thing is right. And what the problem is, they couldn't evolve. They couldn't make it. Lightweight, right? Eso um I used to write applications with drag and drop, you know, stuff. Right? But But I was miserable as a developer. I didn't Didn't want to be in the applications division off PeopleSoft. I wanted to be on the tools division. There were two divisions in most of these big companies ASAP. Oracle. Uh, like companies that divisions right? One is the cooking up the tools. One is cooking up the applications. The basketball was always gonna go to the tooling. Hey, >>guys, I'm sorry. We're almost out of time. I always wanted to t some of the sections of the day. First of all, we got Holder Mueller coming on at lunch for a power half hour. Um, you'll you'll notice when you go back to the home page. You'll notice that calendar, that linear clock that we talked about that start times are kind of weird like, for instance, an appendix coming on at 1 24. And that's because these air prerecorded assets and rather than having a bunch of dead air, we're just streaming one to the other. So so she's gonna talk about people, process and technology. We got Kathy Southwick, whose uh, Silicon Valley CEO Dan Sheehan was the CEO of Dunkin Brands and and he was actually the c 00 So it's C A CEO connecting the dots to the business. Daniel Dienes is the CEO of you I path. He's coming on a 2:47 p.m. East Coast time one of the hottest companies, probably the fastest growing software company in history. We got a guy from Bain coming on Dave Humphrey, who invested $750 million in Nutanix. He'll explain why and then, ironically, Dheeraj Pandey stew, Minuteman. Our friend interviewed him. That's 3 35. 1 of the sessions are most excited about today is John McD agony at 403 p. M. East Coast time, she's gonna talk about how to fix broken data architectures, really forward thinking stuff. And then that's the So that's the transformation track on the future of cloud track. We start off with the Big Three Milan Thompson Bukovec. At one oclock, she runs a W s storage business. Then I mentioned gig therapy wrath at 1. 30. He runs Azure is analytics. Business is awesome. Paul Dillon then talks about, um, IDs Avery at 1 59. And then our friends to, um, talks about interview Simon Crosby. I think I think that's it. I think we're going on to our next session. All right, so keep it right there. Thanks for watching the Cuban cloud. Uh huh.

>>from around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS and our community partners. Welcome back to the Cubes Coverage of 80 Bus Reinvent 2020. This is the Cube virtual. I'm your host, John Ferrier normally were there in person, a lot of great face to face, but not this year with the pandemic. We're doing a lot of remote, and he's got a great great content guest here. Rebecca Weekly, who's the senior director and senior principal engineer at for Intel's hyper scale strategy and execution. Rebecca. Thanks for coming on. A lot of great news going on around Intel on AWS. Thanks for coming on. >>Thanks for having me done. >>So Tell us first, what's your role in Intel? Because obviously compute being reimagined. It's going to the next level, and we're seeing the sea change that with Cove in 19, it's putting a lot of pressure on faster, smaller, cheaper. This is the cadence of Moore's law. This is kind of what we need. More horsepower. This is big theme of the event. What's what's your role in intel? >>Oh, well, my team looks after a joint development for product and service offerings with Intel and A W s. So we've been working with AWS for more than 14 years. Um, various projects collaborations that deliver a steady beat of infrastructure service offerings for cloud applications. So Data Analytics, ai ml high performance computing, Internet of things, you name it. We've had a project or partnership, several in those the main faces on thanks to that relationship. You know, today, customers Committee choose from over 220 different instance types on AWS global footprint. So those feature Intel processors S, P. J s ai accelerators and more, and it's been incredibly rewarding an incredibly rewarding partnership. >>You know, we've been covering Intel since silicon angle in the Cube was formed 10 years ago, and this is what we've been to every reinvent since the first one was kind of a smaller one. Intel's always had a big presence. You've always been a big partner, and we really appreciate the contribution of the industry. Um, you've been there with with Amazon. From the beginning, you've seen it grow. You've seen Amazon Web services become, ah, big important player in the enterprise. What's different this year from your perspective. >>Well, 2020 has been a challenging here for sure. I was deeply moved by the kinds of partnership that we were able to join forces on within telling a W s, uh, to really help those communities across the globe and to address all the different crisis is because it it hasn't just been one. This has been, ah, year of of multiple. Um, sometimes it feels like rolling crisis is So When the pandemic broke out in India in March of this year, there were schools that were forced to close, obviously to slow the spread of the disease. And with very little warning, a bunch of students had to find themselves in remote school out of school. Uh, so the Department of Education in India engaged career launcher, which is a partner program that we also sponsor and partner with, and it really they had to come up with a distance learning solutions very quickly, uh, that, you know, really would provide Children access to quality education while they were remote. For a long as they needed to be so Korean launcher turned to intel and to a W s. We helped design infrastructure solution to meet this challenge and really, you know, within the first, the first week, more than 100 teachers were instructing classes using that online portal, and today it serves more than 165,000 students, and it's going to accommodate more than a million over the fear. Um, to me, that's just a perfect example of how Cove it comes together with technology, Thio rapidly address a major shift in how we're approaching education in the times of the pandemic. Um, we also, you know, saw kind of a climate change set of challenges with the wildfires that occurred this year in 2020. So we worked with a partner, Roman, as well as a partner who is a partner with AWS end until and used the EEC Thio C five instances that have the second Gen Beyond available processors. And we use them to be able to help the Australian researchers who were dealing with that wildfire increase over 60 fold the number of parallel wildfire simulations that they could perform so they could do better forecasting of who needed to leave their homes how they could manage those scenarios. Um, and we also were able toe work with them on a project to actually thwart the extinction of the Tasmanian Devils. Uh, in also in Australia. So again, that was, you know, an HPC application. And basically, by moving that to the AWS cloud and leveraging those e c two instances, we were able to take their analysis time from 10 days to six hours. And that's the kind of thing that makes the cloud amazing, right? We work on technology. We hope that we get thio, empower people through that technology. But when you can deploy that technology a cloud scale and watch the world's solve problems faster, that has made, I would say 2020 unique in the positivity, right? >>Yeah. You don't wanna wish this on anyone, but that's a real upside for societal change. I mean, I love your passion on that. I think this is a super important worth calling out that the cloud and the cloud scale With that kind of compute power and differentiation, you gets faster speed to value not just horsepower, but speed to value. This is really important. And it saved lives that changes lives. You know, this is classic change. The world kind of stuff, and it really is on center stage on full display with Cove. I really appreciate, uh, you making that point? It's awesome. Now with that, I gotta ask you, as the strategist for hyper scale intel, um, this is your wheelhouse. You get the fashion for the cloud. What kind of investments are you making at Intel To make more advancements in the clock? You take a minute, Thio, share your vision and what intel is working on? >>Sure. I mean, obviously were known more for our semiconductor set of investments. But there's so much that we actually do kind of across the cloud innovation landscape, both in standards, open standards and bodies to enable people to work together across solutions across the world. But really, I mean, even with what we do with Intel Capital, right, we're investing. We've invested in a bunch of born in the cloud start up, many of whom are on top of AWS infrastructure. Uh, and I have found that to be a great source of insights, partnerships, you know, again how we can move the needle together, Thio go forward. So, in the space of autonomous learning and adopt is one of the start ups we invested in. And they've really worked to use methodologies to improve European Health Co network monitoring. So they were actually getting a ton of false positive running in their previous infrastructure, and they were able to take it down from 50 k False positive the day to 50 using again a I on top of AWS in the public cloud. Um, using obviously and a dog, you know, technology in the space of a I, um we've also seen Capsule eight, which is an amazing company that's enabling enterprisers enterprises to modernize and migrate their workloads without compromising security again, Fully born in the cloud able to run on AWS and help those customers migrate to the public cloud with security, we have found them to be an incredible partner. Um, using simple voice commands on your on your smartphone hypersonic is another one of the companies that we've invested in that lets business decision makers quickly visualized insects insight from their disparate data sources. So really large unstructured data, which is the vast majority of data stored in the world that is exploding. Being able to quickly discern what should we do with this. How should we change something about our company using the power of the public cloud? I'm one of the last ones that I absolutely love to cover kind of the wide scope of the waves. That cloud is changing the innovation landscape, Um, Model mine, which is basically a company that allows people thio take decades of insights out of the mainframe data and do something with it. They actually use Amazon's cloud Service, the cloud storage service. So they were able Teoh Teik again. Mainframe data used that and be able to use Amazon's capabilities. Thio actually create, you know, meaningful insights for business users. So all of those again are really exciting. There's a bunch of information on the Intel sponsor channel with demos and videos with those customer stories and many, many, many more. Using Amazon instances built on Intel technology, >>you know that Amazon has always been in about startup born in the cloud. You mentioned that Intel has always been investing with Intel Capital, um, generations of great investments. Great call out there. Can you tell us more about what, uh, Amazon technology about the new offerings and Amazon has that's built on Intel because, as you mentioned at the top of the interview, there's been a long, long standing partnership since inception, and it continues. Can you take a minute to explain some of the offerings built on the Intel technology that Amazon's offering? >>Well, I've always happened to talk about Amazon offerings on Intel products. That's my day job. You know, really, we've spent a lot of time this year listening to our customer feedback and working with Amazon to make sure that we are delivering instances that are optimized for fastest compute, uh, better virtual memory, greater storage access, and that's really being driven by a couple of very specific workloads. So one of the first that we are introducing here it reinvents is the n five the n instant, and that's really ah, high frequency, high speed, low Leighton see network variants of what was, you know, the traditional Amazon E. C two and five. Um, it's powered by a second Gen Intel scalable processors, The Cascade late processors and really these have the highest all court turbo CPU performance from the on scalable processors in the club, with a frequency up to 4.5 gigahertz. That is really exciting for HPC work clothes, uh, for gaining for financial applications. Simulation modeling applications thes are ones where you know, automation, Um, in the automotive space in the aerospace industries, energy, Telkom, all of them can really benefit from that super low late and see high frequency. So that's really what the M five man is all about, um, on the br to others that we've introduced here today and that they are five beats and that is that can utilize up thio 60 gigabits per second of Amazon elastic block storage and really again that bandwidth and the 260 I ops that it can deliver is great for large relational databases. So the database file systems kind of workload. This is really where we are super excited. And again, this is built on Cascade Lake. The 2nd 10. Yeah, and it takes It takes advantage of many different aspects of how we're optimizing in that processor. So we were excited to partner with customers again using E. B s as well as various other solutions to ensure that data ingestion times for applications are reduced and they can see the delivery to what you were mentioning before right time to results. It's all about time to results on the last one is t three e. N. 33 e n is really the new D three instant. It's again on the Alexa Cascade Lake. We offer those for high density with high density local hard drive storage so very cost optimized but really allowing you to have significantly higher network speed and disk throughput. So very cost optimized for storage applications that seven x more storage capacity, 80% lower costs given terabytes of storage compared to the previous B two instances. So we will really find that that would be ideal for workloads in distributed and clustered file system, Big data and analytics. Of course, you need a lot of capacity on high capacity data lakes. You know, normally you want to optimize a day late for performance, but if you need tons of capacity, you need to walk that line. And I think the three and really will help you do that. And and of course, I would be absolutely remiss to not mention that last month we announced the Amazon Web Services Partnership with us on an Intel select solution, which is the first, you know, cloud Service provider to really launching until select solution there. Um, and it's an HPC space, So this is really about in high performance computing. Developers can spend weeks for months researching, you know, to manage compute storage network software configuration options. It's not a field that has gone fully cloud native by default, and those recipes air still coming together. So this is where the AWS parallel cluster solution using. It's an Intel Select solution for simulation and modeling on top of AWS. We're really excited about how it's going to make it easier for scientists and researchers like the ones I mentioned before, but also I t administrators to deploy and manage and just automatically scale those high performance computing clusters in Aws Cloud. >>Wow, that's a lot. A lot of purpose built e mean, no, you guys were really nailing. I mean, low late and see you got stories, you got density. I mean, these air use cases where there's riel workloads that require that kind of specialty and or e means beyond general purpose. Now, you're kind of the general purpose of the of the use case. This is what cloud does this is amazing. Um, final comments this year. I want to get your thoughts because you mentioned Cloud Service provider. You meant to the select program, which is an elite thing, right? Okay, we're anticipating Mawr Cloud service providers. We're expecting Mawr innovation around chips and silicon and software. This is just getting going. It feels like to me, it's just the pulse is different this year. It's faster. The cadence has changed. As a strategist, What's your final comments? Where is this all going? Because this is pretty different. Its's not what it was pre code, but I feel like this is going to continue transforming and being faster. What's your thoughts? >>Absolutely. I mean, the cloud has been one of the biggest winners in a time of, you know, incredible crisis for our world. I don't think anybody has come out of this time without understanding remote work, you know, uh, remote retail, and certainly a business transformation is inevitable and required thio deliver in a disaster recovery kind of business continuity environment. So the cloud will absolutely continue on continue to grow as we enable more and more people to come to it. Um, I personally, I couldn't be more excited than to be able Thio leverage a long term partnership, incredible strength of that insulin AWS partnership and these partnerships with key customers across the ecosystem. We do so much with SVS Os Vives s eyes MSP, you know, name your favorite flavor of acronym, uh, to help end users experience that digital transformation effectively, whatever it might be. And as we learn, we try and take those learnings into any environment. We don't care where workloads run. We care that they run best on our architecture. Er and that's really what we're designing. Thio. And when we partner between the software, the algorithm on the hardware, that's really where we enable the best and user demand and the end use their time to incite and use your time to market >>best. >>Um, so that's really what I'm most excited about. That's obviously what my team does every day. So that's of course, what I'm gonna be most excited about. Um, but that's certainly that's that's the future that you see. And I think it is a bright and rosy one. Um, you know, I I won't say things I'm not supposed to say, but certainly do be sure to tune into the Cube interview with It's on. And you know, also Chatan, who's the CEO of Havana and obviously shaken, is here at A W s, a Z. They talk about some exciting new projects in the AI face because I think that is when we talk about the software, the algorithms and the hardware coming together, the specialization of compute where it needs to go to help us move forward. But also, the complexity of managing that heterogeneity at scale on what that will take and how much more we need to do is an industry and as partners to make that happen. Um, that is the next five years of managing. You know how we are exploding and specialized hardware. I'm excited about that, >>Rebecca. Thank you for your great insight there and thanks for mentioning the Cube interviews. And we've got some great news coming. We'll be breaking that as it gets announced. The chips in the Havana labs will be great stuff. I wouldn't be remiss if I didn't call out the intel. Um, work hard, play hard philosophy. Amazon has a similar approach. You guys do sponsor the party every year replay party, which is not gonna be this year. So we're gonna miss that. I think they gonna have some goodies, as Andy Jassy says, Plan. But, um, you guys have done a great job with the chips and the performance in the cloud. And and I know you guys have a great partner. Concerts provide a customer in Amazon. It's great showcase. Congratulations. >>Thank you so much. I hope you all enjoy olive reinvents even as you adapt to New time. >>Rebecca Weekly here, senior director and senior principal engineer. Intel's hyper scale strategy and execution here in the queue breaking down the Intel partnership with a W s. Ah, lot of good stuff happening under the covers and compute. I'm John for your host of the Cube. We are the Cube. Virtual Thanks for watching

>>Yeah. >>All right. Welcome back to our third session, which is all about administering analytics at Global Scale. We're gonna be discussing how you can implement security data compliance and governance across the globe at for large numbers of users to ensure thoughts. What is open for everyone across your organization? So coming right up is Cheryl Zang, who is a senior director of product management of Thought spot, and Kendrick. He threw the sports sports director of Systems Engineering. So, Cheryl and Kendrick, the floor is yours. >>Thank you, Tina, for the introduction. So let's talk about analytics scale on. Let's understand what that is. It's really three components. It's the access to not only data but its technology, and we start looking at the intersection of that is the value that you get as an organization. When you start thinking about analytics scale, a lot of times we think of analysts at scale and we look at the cloud as the A seven m for it, and that's a That's an accurate statement because people are moving towards the cloud for a variety of reasons. And if you think about what's been driving, it has been the applications like Salesforce, Forcados, Mongo, DB, among others. And it's actually part of where we're seeing our market go where 64% of the company's air planning to move their analytics to the cloud. And if you think of stock spotted specifically, we see that vast majority of our customers are already in the cloud with one of the Big Four Cloud Data warehouses, or they're evaluated. And what we found, though, is that even though companies are moving their analytics to the cloud, we have not solved. The problem of accessing the data is a matter of fact. Our customers. They're telling us that 10 to 25% of that data warehouse that they're leveraging, they've moved and I'm utilizing. And if you look at in General, Forrester says that 60 to 73% of data that you have is not being leveraged, and if we think about why you go through, you have this process of taking enterprise data, moving it into these cubes and aggregates and building these reports dashboards. And there's this bottleneck typically of that be I to and at the end of the day, the people that are getting that data on the right hand side or on Lee. Anywhere from 20 to 30% of the population when companies want to be data driven is 20 to 30% of the population. Really what you're looking for now it's something north of that. And if you think of Cloud data, warehouse is being the the process and you bring Cloud Data Warehouse and it's still within the same framework. You know? Why invest? Why invest and truly not fix the problem? And if you take that out and your leverage okay, you don't necessarily have the You could go directly against the warehouse, but you're still not solving the reports and dashboards. Why investing truly not scale? It's the three pillars. It's technology, it's data, and it's a accessibility. So if we look at analytics at scale, it truly is being able to get to that north of the 20 to 30% have that be I team become enablers, often organization. Have them be ableto work with the data in the Cloud Data warehouse and allow the cells marking finding supplies and then hr get direct access to that. Ask their own questions to be able to leverage that to be able to do that. You really have to look at your modern data architecture and figure out where you are in this maturity, and then they'll be able to build that out. So you look at this from the left to right and sources. It's ingestion transformation. It's the storage that the technology brains e. It's the data from a historical predictive perspective. And then it's the accessibility. So it's technology. It's data accessibility. And how do you build that? Well, if you look at for a thought to spot perspective, it truly is taking and driving and leveraging the cloud data warehouse architectures, interrogated, essay behind it. And then the accessibility is the search answers pen boards and embedded analytics. If you take that and extend it where you want to augment it, it's adding our partners from E T L R E L t. Perspective like al tricks talent Matile Ian Streaming data from data brings or if you wanna leverage your cloud, data warehouses of Data Lake and then leverage the Martin capability of your child data warehouse. The augmentation leveraging out through its data bricks and data robot. And that's where your data side of that pillar gets stronger, the technologies are enabling it. And then the accessibility from the output. This thought spot. Now, if you look at the hot spots, why and how do we make this technology accessible? What's the user experience we are? We allow an organization to go from 20 to 30% population, having access to data to what it means to be truly data driven by our users. That user experience is enabled by our ability to lead a person through the search process. There are search index and rankings. This is built for search for corporate data on top of the Cloud Data Warehouse. On top of the data that you need to be able to allow a person who doesn't understand analytics to get access to the data and the questions they need to answer, Arcuri Engine makes it simple for customers to take. Ask those questions and what you might think are not complex business questions. But they turn into complex queries in the back end that someone who typically needs to know that's that power user needs to know are very engine. Isolate that from an end user and allows them to ask that question and drive that query. And it's built on an architecture that allows us to change and adapt to the types of things. It's micro services architecture, that we've not only gone from a non grim system to our cloud offering, in a matter of of really true these 23 years. And it's amazing the reason why we can do that, do that and in a sense, future proof your investment. It's because of the way we've developed this. It's wild. First, it's Michael Services. It's able to drive. So what this architecture ER that we've talked about. We've seen different conversations of beyond its thought spot everywhere, which allows us to take that spot. One. Our ability to for search for search data for auto analyzed the Monitor with that govern security in the background and being able to leverage that not only internally but externally and then being able to take thought spot modeling language for that analysts and that person who just really good at creating and let them create these models that it could be deployed anywhere very, very quickly and then taking advantage off the Cloud Data warehouse or the technology that you have and really give you accessibility the technology that you need as well as the data that you need. That's what you need to be able to administer, uh, to take analytics at scale. So what I'm gonna do now is I'm gonna turn it over to Cheryl and she's gonna talk about administration in thought spot. Cheryl, >>thank you very much Can take. Today. I'm going to show you how you can administrator and manage South Spot for your organization >>covering >>streaming topics, the user management >>data management and >>also user adoption and performance monitoring. Let's jump into the demo. >>I think the Southport Application The Admin Council provides all the core functions needed for system level administration. Let's start with user management and authentication. With the user tab. You can add or delete a user, or you can modify the setting for an existing user. For example, user name, password email. Or you can add the user toe a different group with the group's tab. You can add or delete group, or you can manage the group setting. For example, Privileges associated with all the group members, for example, can administrate a soft spot can share data with all users or can manage data this can manage data privilege is very important. It grants a user the privileges to add data source added table and worksheet, manage data for different organizations or use cases without being an at me. There is also a field called Default Pin Board. You can select a set of PIN board that will be shown toe all of the users in that group on their homepage in terms off authentication. Currently, we support three different methods local active directory and samel By default. Local authentication is enabled and you can also choose to have several integration with an external identity provider. Currently, we support actor Ping Identity, Seaside Minor or a T. F. S. The third method is integration with active directory. You can configure integration with L DAP through active directory, allowing you to authenticate users against an elder up server. Once the users and groups are added to the system, we can share pin board wisdom or they can search to ask and answer their own questions. To create a searchable data, we first need to connect to our data warehouses with embraced. You can directly query the data as it exists in the data warehouse without having to move or transfer the data. In this page, you can add a connection to any off the six supported data warehouses. Today we will be focusing on the administrative aspect off the data management. So I will close the tap here and we will be using the connections that are already being set up. Under the Data Objects tab, we can see all of the tables from the connections. Sometimes there are a lot of tables, and it may be overwhelming for the administrator to manage the data as a best practice. We recommend using stickers toe organize your data sets here, we're going to select the Salesforce sticker. This will refined a list off tables coming from Salesforce only. This helps with data, lineage and the traceability because worksheets are curated data that's based on those tables. Let's take a look at this worksheet. Here we can see the joints between tables that created a schema. Once the data analyst created the table and worksheet, the data is searchable by end users. Let's go to search first, let's select the data source here. We can see all of the data that we have been granted access to see Let's choose the Salesforce sticker and we will see all of the tables and work ship that's available to us as a data source. Let's choose this worksheet as a data source. Now we're ready to search the search Insight can be saved either into a PIN board or an answer. Okay, it's important to know that the sticker actually persist with PIN board and answers. So when the user logging, they will be able to see all of the content that's available to them. Let's go to the Admin Council and check out the User Adoption Pin board. The User Adoption Pin board contains essential information about your soft spot users and their adoption off the platform. Here, you can see daily active user, weekly, active user and monthly active user. Count that in the last 30 days you can also see the total count off the pin board and answers that saved in the system. Here, you can see that unique count off users. Now. You can also find out the top 10 users in the last 30 days. The top 10 PIN board consumers and top 10 ad hoc searchers here, you can see that trending off weekly, active users, daily, active users and hourly active users over time. You can also get information about popular pin boards and user actions in the last one month. Now let's zoom in into this chart. With this chart, you can see weekly active users and how they're using soft spot. In this example, you can see 60% of the time people are doing at Hawk search. If you would like to see what people are searching, you can do a simple drill down on quarry tax. Here we can find out the most popular credit tax that's being used is number off the opportunities. At last, I would like to show you assistant performance Tracking PIN board that's available to the ad means this PIN board contains essential information about your soft spot. Instance performance You this pimple. To understand the query, Leighton see user traffic, how users are interacting with soft spot, most frequently loaded tables and so on. The last component toe scowling hundreds of users, is a great on boarding experience. A new feature we call Search Assist helps automate on boarding while ensuring new users have the foundation. They need to be successful on Day one, when new users logging for the first time, they're presented with personalized sample searches that are specific to their data set. In this example, someone in a sales organization would see questions like What were sales by product? Type in 2020. From there are guided step by step process helps introduce new users with search ensuring a successful on boarding experience. The search assist. The coach is a customized in product Walk through that uses your own data and your own business vocabulary to take your business users from unfamiliar to near fluent in minutes. Instead of showing the entire end user experience today, I will focus on the set up and administration side off the search assist. Search Assist is easy to set up at worksheet level with flexible options for multiple guided lessons. Using preview template, we help you create multiple learning path based on department or based on your business. Users needs to set up a learning path. You're simply feeling the template with relevant search examples while previewing what the end user will see and then increase the complexity with each additional question toe. Help your users progress >>in summary. It is easy to administrator user management, data management, management and the user adoption at scale Using soft spot Admin Council Back to you, Kendrick. >>Thank you, Cheryl. That was great. Appreciate the demo there. It's awesome. It's real life data, real life software. You know what? Enclosing here? I want to talk a little bit about what we've seen out in the marketplace and some of them when we're talking through prospects and customers, what they talk a little bit about. Well, I'm not quite area either. My data is not ready or I've got I don't have a file data warehouse. That's this process. In this thinking on, we have examples and three different examples. We have a company that actually had never I hadn't even thought about analytics at scale. We come in, we talked to them in less than a week. They're able to move their data thought spot and ask questions of the billion rose in less than a week now. We've also had customers that are early adoption. They're sticking their toes in the water around the technology, so they have a lot of data warehouse and they put some data at it, and with 11 minute within 11 minutes, we were able to search on a billion rows of their data. Now they're adding more data to combine to, to be able to work with. And then we have customers that are more mature in their process. Uh, they put large volumes of data within nine minutes. We're asking questions of their data, their business users air understanding. What's going on? A second question we get sometimes is my data is not clean. We'll talk Spot is very, very good at finding that type of data. If you take, you start moving and becomes an inner door process, and we can help with that again. Within a week, we could take data, get it into your system, start asking business questions of that and be ready to go. You know, I'm gonna turn it back to you and thank you for your time. >>Kendrick and Carol thank you for joining us today and bringing all of that amazing inside for our audience at home. Let's do a couple of stretches and then join us in a few minutes for our last session of the track. Insides for all about how Canadian Tire is delivering Korean making business outcomes would certainly not in a I. So you're there

>>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

>>Hi and thanks for joining us today. I'm Arwa Qadoura, vice president of Goto Market for HP Green Lake. In this session, we're going to explore a few of the ways we're bringing the cloud to your data center and co locations, especially for your most demanding workloads. We'll show a few examples of how we do this and how we can help you with HP. Green Lake with HP Green Lake were leading the market for on premises and hybrid cloud. With a decade of experience and over 1000 customers, we've been able to continue enriching our portfolio of services, leveraging the vast input from our customers. And what we're hearing now is they want us to take on the apse and data that are most critical to run their business on our customers. Love the cloud experience and wanted available everywhere, including their data center and Coehlo H. P E. Green Lake is the cloud that comes to you. We deliver a cloud experience for your >>infrastructure and workloads in your data center or co location and at the edge. HP Greenlee Cloud Services offer consumption based economics and scalability for a wide range of platforms. All managed for you by HP or by a rich ecosystem of partners. In June, we brought the Self service point and click experience of the cloud to our new services for containers, virtual machines and ml apps, and dramatically sped up the delivery of our infrastructure services with standardized building blocks T shirt sized that you can get in ASL. It'll us 14 days and a few weeks ago we added V. D. I as a service to meet the strong demand to help your employees around the globe work securely wherever they may be. Today we will look at four examples of how we provide the cloud experience for the workloads that are most critical to run your business, and we'll give a few industry examples. First, we'll talk about helping financial institutions manage risk and compliance. We'll talk about improving health care with a secure, flexible electronic health records platform, optimizing production and delivery for manufacturing with S A P Hana and answering your biggest questions with high performance computing. When we talk about thes demanding workloads, whether we're talking about inventory management, payment processing, medical imaging or any additional ones you see here, two things typically hold true. First, they're very difficult to move to the public cloud due to the challenges around Leighton See and Performance data Gravity I P. And Privacy Protection and the data entanglement with many other APS. And secondly, they require app specific expertise to implement and integrate continual performance optimization, strong resiliency, security and compliance management. And container is a shin to achieve mobility. These air tough to meet but essential toe have. If you're betting your business on these workloads, we've helped our customers meet these challenges and requirements in the data center. Let's start our discussion about these workloads with managing risk and compliance. Risk and compliance management require analyzing huge amounts of data streaming in real time through the organization, and Splunk is widely used for this as the scales. We have found that often infrastructure is the bottleneck and organizations develop blind spots. Due to this, this means they could only see some of the data. Scaling and making changes is also a slow process with such a complex set of infrastructure, and I T resources often don't have the skills to manage new platforms such as container based implementations. We've looked at the situation and built a differentiated architecture er to solve this challenge. The solution is container based, using the HP as moral container platform. It's an infrastructure that is tuned for Splunk and resulted in a big reduction in the total servers needed. It's delivered as a service through HP Green Lake on premises fully managed to make adoption fast and to cover the skill gaps, I t may have the outcomes. We tested our approach and found the dramatic improvements you see here. Infrastructure efficiency improved dramatically, with 17 times increase in throughput and 12 Splunk indexers per host, up from one. Compliance and insights into risks improved from removing the blind spots with a 10 times reduction and infrastructure needed to ingest up to 8.7 terabytes per host per day. And customers have a greatly simplified I T operating model by moving to HP Green Lake fully managed so that HP takes care of the container and infrastructure management. Next, let's talk about improving health >>care with a secure, flexible e HR platform. The global pandemic is putting an extraordinary burden on an industry whose budgets and resources are already stretched to the limits and H P can help health systems in medical research institutions around the globe recognize the value of HP Green Lake for our infrastructure as a service needs scalable storage for high resolution medical imaging, high performance compute for medical research and v. D. I. For the digital workplace. Today we are pleased to introduce the platform for epics E H R System. This is a full platform. As a service offering for Elektronik Health Records, the service supports the epic software stack with validated HP infrastructure and epic certified expertise to run the full environment for you. This enables health care institutions toe offload the complexities of moving to and operating a modern epic platform, reducing cost risk and time with a fully managed paper use cloud service in their own data center or cola facility. Now our customers could focus on delivering life affecting healthcare outcomes and not on the nuances of daily technical operations and upgrades. So how is HP qualified? Think back to the requirements we talked about for expertise. We have a 25 year partnership with EPIC, and over 65% of epic customers use RHP infrastructure, including storage servers, software and networking. We know epic and are trusted by epic customers. We have a dedicated program management office with focused epic resources to help health care systems make the most of their epic platform improving their quality of care, financial performance, work, low efficiency and, most importantly, their patient outcomes. The next workload I'd like to cover is S a P Hana s A P Hannah runs many if not most manufacturing organizations, including our very own. Here in h P s A P finds that 70% of customers are looking to remain on premises with S A P Hana as they migrate toe s four For the reasons we discussed earlier performance, resiliency, security, I protection and control. And we're proud to be one of Aesop's most critical technology partners, running approximately 40% of the on Prem s a p customer base. Thes customers trust HP infrastructure to run their critical s a p environment and we're excited to extend the value into a fully managed on Prem Cloud service. Today we bring the cloud benefits of HP Green Lake toe s a P Hannah customers on premises in two ways. Standard hp Green Lake uses S a P certified technology from HP with the scalable paper use model with H P's outstanding support and management services ready to meet the demanding requirements of S A P. Hana. And now we are working with S a P for the S A P Hana Enterprise Cloud Customer Edition which is powered by HP Green Lake and fully managed by S A P for you, which is the sap cloud in your data center. HPD point next services are essential to our customers. One of the reasons that customers choose HP for workloads such as SAP is our expertise from strategy all the way to operation with advisory and professional services specific to your application. We help you succeed. HP understands migration toe s A. P s four hana and as the leading technology vendor of S a P Hannah Infrastructure and a large s a p Hannah customer ourself, we have the expertise within our advisory and professional services. To ensure your success as you move to s four, HP has delivered over 1500 s, a p Hana consulting projects and HP point Next services has the expertise globally to accelerate time to value and mitigate your risk. And lastly, HP offers a center of excellence Experience for S a P. Hannah providing specialized support from our experts Toe optimize operations for S a p environments The last and maybe the most demanding workload that will cover today is HPC high performance computing. Today we are announcing H p e Green Lake for HPC. This is an exciting time as we bring our cloud services to HPC wherever you need it. As the leader in HPC, we have significant i p To give HPC customers. We offer the speed and scalability that you need with components such as high speed interconnect, high density compute platforms and software to manage HPC operations and performance. And unlike other technology companies, thes are all from HP, fully integrated, fully supported and can be fully managed by HP. And we've built an ecosystem of I S V applications that we closely collaborate with to make HPC run seamlessly high. Performance computing can get complex with HP. Green Lake for HPC will simplify the approach without taking away any of the power. Pick the starting point that fits your use case small, medium or large, and get started. These building blocks are HPC optimized, meaning you could bring the technology that we use to predict weather or decode the human genome to your everyday APS. No capital up front, pay for what you use and the implementation is managed for you. With our building block approach, we can eliminate the long design and implementation phase, which could take months or even a year over time as your clusters grow, modernize and change H p e Green Lake Capacity management helps you always have capacity ready ahead of your needs. What is the experience with H. P Green Lake for HPC, you order, we deliver in as little as 14 days. We install your systems and you can quickly deploy your HPC APS. With the new point and click service experience, researchers and analysts can get access to their HPC cluster resources from the self service portal without putting. I t in the middle of every request we manage the clusters for you. Take care of upgrades, performance and growth, and you pay based on what you use. Simplifying HPC economics and operations. This is how we bring a cloud to your most demanding workloads. So we've covered a lot, and the big question is, so what? How do you benefit analysts have found that with HP Green Lake, you save 30 to 40% on total cost of ownership by eliminating over provisioning, which on its own is huge. But the additional benefits are equally important to our customers. You can speed deployments of projects by 75% cut your risk with 85% less unplanned downtime and improve ICTY productivity by 40% due to the services, including that greatly simplify I t operations. What's next? If you want to learn more about how we bring cloud services for your most demanding workloads, whether they're for risk management, E H. R s, a, p or HPC, or for other workloads you depend on us for Please engage your HP account team or your HP partner. If you're already are a customer for HP Green Lake, thank you. And we're ready to globally help you with your next project. And, of course, please visit us at p e dot com. Backslash Green Lake Thanks for joining me today.

>>from >>around the globe. It's the Cube with digital coverage of AWS reinvent 2020. Special coverage sponsored by AWS Global Partner Network >>Right. Welcome, everyone to the Cube. Live covering aws reinvent 2020. I'm your host, Rebecca Knight. Today we're joined by Joshua Virgin. He is the general manager at AWS Outpost. Thanks so much for coming on the Cube. Joshua, >>thank you for having me. It's great to be here. >>Well, it's great to have you So tell our viewers a little bit about aws out AWS Outpost. >>Sure, it's the one of my favorite subjects, obviously. So outpost is a service from AWS that allows you to use the same tools technology ap ice. You know, programming interfaces that you do in the cloud, but install this and run it on your own premises or in a co location facility. So it really extends the reach of A W S two far more locations than you could otherwise use it. >>So what are some of the advancements this year? >>It's been an amazingly you know, busy year, even under unprecedented kind of circumstances, where we've tried to turn the crank really hard and deliver value for our customers. We increase the number of countries you could order outposts in up to 51 countries. You can now connect outpost all 22 AWS regions and or govcloud regions everything outside of China. On we delivered 15 new services or incremental features, including S three on outpost, which was the top thing that customers asked for. But also our application load balancer, elastic cash are relational database service RDS. You know, there's probably more that I'm missing here, but, you know, and we're definitely not slowing down in that regard. 2021 will probably be an even bigger year. >>So tell us a little bit about the response from customers since the launch of a W s outpost last year. What are you hearing? >>Yeah, I mean, we're hearing a lot. I think we've been pleasantly surprised by the breadth and the depth of the customer use cases. One >>of the >>biggest things we heard from people was, you know, the the outposts are great, but it's a it's a full rack of compute or many racks of compute in some cases in storage, you know, their locations that people wanted to put it in that were smaller where their space constrained. Maybe a restaurant or a factory floor or ah, you know, small medical facility. You know, a telco like a cell site. And and so what we did, based on that is something that we actually just announced and Andy's keynote just a few days ago here, which is the new small form factor outposts that are one you and to you size servers. It's about the size of one or two pizza boxes stacked on top of each other. So that's even going to make outposts available toe even Mawr use cases. Uh, you know, early on we kind of said to ourselves that it's important to kind of give people that consistent experience wherever they might need the compute and storage and the other services. And so I've been I've been really pleasantly surprised, as I mentioned earlier by how many people have talked to us. We have customers like Philips Healthcare. They are. They're bringing their medical imaging solution toe outposts, and it allows them to kind of modernize the way they deliver services, the hospitals and medical research centers around the world, something that really wouldn't be possible without having A W s everywhere, >>and that is much, much needed today. Um, tell us a little bit about Maura. About this year in particular. You said it yourself at the beginning of our conversation. This is an unprecedented year for so many different reasons. How has the cove in 19 pandemic affected AWS outpost and how your team interacts with customers and get your job done? >>Yeah, we I >>think we have >>some unique, you know, challenges in that regard. Obviously, as I mentioned earlier, a W s outposts are installed in a co location, facility or on a customer's own premises in a data center. You know, other things like that. So obviously we have to get our technicians out there toe, roll them in and hook them up to your network and, you know, to get them powered up. So that means that we are complying with, uh, covert restrictions. And as I mentioned 51 different countries. So there was even an install earlier this year at a mining location, you know, far outside the U. S. Where we had to get technicians working with, uh, local technicians from the customer following Kobe guidelines wearing protective gear and actually installing the outpost. You know, using kind of satellite connectivity and phones, toe phone home and talk to us during the installation, of course, because it's not hooked up yet. So those were just kind of examples of the lengths to which will go to make sure that, of course, we're safe. The customers were safe, but that they can kind of continue to modernize their application portfolio and get benefits from the outpost. >>And what are you hearing from clients and customers in terms of how they're thinking about their technology needs now and in the coming year? >>Yeah, that's a That's a great question. I mean, it really varies by market segment. So you have customers like Cisco and Ericsson and Telefonica. They're gonna be using Outpost Thio kind of run their five g packet core technology. It it's got to be run at the edge right there. Telcos. They need to minimize Leighton, see single digit milliseconds, or you might have a customer like Lockheed Martin, And what they've told us is they have projects that are subject to government contracts and regulations. And not only do they have, of course, compliance regimes like Fed ramp that they need to be aware of. But there's data residency requirements. So whether they're deploying in the United States or, you know, with our allies all around the world, the compute in the storage that they need to run in specific locations. So now outposts are going to be a key advancement and kind of a key differentiator for them in how they deliver services to their customers and still meet those data residency or compliance requirements. >>Joshua, tell our viewers more about AWS Outpost ready? >>Oh, that zits. Another thing. I'm really glad you mentioned. So the Outpost Ready program. These are solutions from our a Pienaar Amazon AWS partner Network that are validated in following our best practices on AWS outposts. They're certified toe work and you know they're generally available to customers. And so it's a program where, you know, I SVs and saz providers can ensure that the technology that they provide this third party technology is going to work in the outpost environment. And and there's there's something about outpost that I think makes this, uh, differentiator and uniquely valuable. When I mentioned kind of that consistent hybrid experience. When you think about how outposts are deployed, you know, in a customer's data center, Mike. Maybe alongside other technology they're already using. And so customers say, Look, these AWS services are great, but I already use a variety of, you know, third party technology, maybe from Veritas or Trend Micro Palo Alto Networks. Con vault sigh since pager duty Pure storage Netapp. You know, the list is actually pretty extensive of what people are already using. And so they said, you know, I do plan on using AWS services, but I also don't want to give up. You know what what my team is already familiar with, So can you make sure that's gonna work for me, whether I'm using it in the region or on the AWS outposts? And so the interest and kind of demand for this both from customers and the enthusiasm from the partners has been off the charts. We started the program in just September, which is not that long ago, and we had 32 partners, and as of today we have an additional, uh, additional 25 partners, right? It's 57 partners, total 64 certified solutions so that that's a lot of momentum in just kind of, ah, short amount of time. And I'm really happy that we can deliver that to the customers >>so it doesn't. It's already showing tremendous momentum. How do you think about it in terms of the primary benefits that it gives to customers and how it helps customers and partners? >>Yeah, I think, you know, in order to qualify, the solution has to be tested and validated upon against a bunch of criteria that we have very specific technical criteria, security requirements operational and you know, they're they're supported for customers with clear deployment guidelines. So you know, the customers can kind of think of this as a guarantee that we're not just saying maybe this could work, but but this will work. If you're already using it, it's going to continue to work in a way that's familiar to you and and again, that's important. That consistent hybrid experience, whether you're using a solution from a third party or from AWS, whether you're using it in the region or on a local zone or in a wavelength zone, some of our other, you know, kind of innovative infrastructure deployments or using it on outpost, no matter where you're using it, it has to work the same way. And so this is something that customers have said. I want to be able to get up and running quickly. We had a customer riot games. They're the maker of league of Legends. But also when they were launching their new game, Valerie Int, in June of 2020 they deployed outpost in four different locations to kind of ensure a level playing field in terms of latency. What they told us, you know, very much like this service ready program is they were able to get up and running in just a matter of days once the outpost was deployed. And it's because we gave them those same a p I s that same tooling. So I think that's really important for people. And, you know, I hope we can continue to deliver on that promise. >>So the closest out here, I want you to look into your crystal ball and think ahead 12 and 24 months when you know, fingers crossed things are back to somewhat more normal. What? What's in store for AWS Outpost? >>Yeah, I mean, we're going to deliver on what we announced here at reinvent, which is the new small form factor outposts on. I think what we're going to continue to do is listen to customers. We developed outpost from the very beginning because customers said Could could you deploy outposts in our in our data center or Sorry, can you deploy eight of us? And our data center didn't have a name back then. And so that's really the hallmark of AWS, you know, somewhere around 90% of our road maps or based on what customers tell us they want, then the other 10% is when we kind of look around the corner and hopefully delight people with something they didn't even know they needed. And I really hope for my team. And that that's what 2021 2022 brings is, you know, more countries, more services, more value, more compliance certifications. You know, all the things that people tell us they want. We're going to keep turning the crank as hard as we can and delivering that as quickly as possible >>with the trademark Amazon customer delight. >>Yes, absolutely >>excellent. Well, Joshua Virgin. Thank you so much for coming on the Cube. It was a pleasure having you. >>That was a pleasure talking to you. Thank you very much. >>I'm Rebecca night for more of the cubes. Coverage of AWS reinvent 2020. Stay tuned. >>Yeah.

>>from around 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 Virtual coverage of AWS reinvent 2020. Um, John for your host with a cube virtual were not there in person, but we're gonna do it our job with the best remote we possibly can. Where? Wall to wall coverage on the AWS reinvent site as well as on demand on the Cube. Three new 3 65 platform. We got some great power panel analysts here to dig in and discuss Partner Day for a W S what it means for the customer. What it means for the enterprise, the buyer, the people trying to figure out who to buy from and possibly new partners. How can they re engineer and reinvent their company to partner better with Amazon, take advantage of the benefits, but ultimately get more sales? We got Tim Crawford, star Beat Joel and Day Volonte, Friends of the Cube. We all know him on Twitter, You guys, the posse, the Cube policy. Thanks for coming on. I'm sure it's good guys entertaining and we're >>hanging out drinking beer. Oh, my God. That'd be awesome. You guys. >>Great to have you on. I wanted to bring you on because it's unique. Cross section of perspectives. And this isn't This is from the end user perspective. And, Tim, you've been talking about the c x o s for years. You expert in this? Sorry. You're taking more from a cloud perspective. You've seen the under the hood. What's happening? Let's all put it together. If your partner Okay, first question to the group. I'm a partner. Do I win with Amazon, or do I lose with Amazon? First question. >>Yeah, I'll jump in. I'll say, you know, regardless you win, you win with Amazon. I think there's a lot of opportunity for partners with Amazon. Um, you have to pick your battles, though. You have to find the right places where you can carve out a space that isn't too congested but also isn't really kind of fettered with a number of incumbents. And so if you're looking at the enterprise space, I think that there is a ton of potential because, let's face it, >>Amazon >>doesn't have all of the services packaged in a way that the enterprise can consume. And I think that leaves a lot of fertile ground for s eyes and I SVS to jump in and be able to connect those dots so I'd say it's win, win >>start be if you're like a so cohesively onstage. Jackson's coming out talking about China, the chips and data. If you're like a vendor and I s V you're a startup or your company trying to reinvent How do you see Amazon as a partner? >>Yeah, I see Amazon as a big market for me. You know, it increased my sort of tam, if you will. Uh, the one big sort off trend is that the lines between technology providers and service providers are blurred. Actually, it's flipping. I believe it will flip at some time. We will put consume technology from service providers, and they are becoming technology providers. Actually, they're not just being pipe and power kind of cloud. They are purely software, very high sort of highly constructed machinery, if you will. Behind the scenes with software. >>That's >>what Amazon is, uh, big machine. If you are, and you can leverage that and then you can help your customers achieve their business called as a partner. I think's the women and the roll off. Actually, Assize is changing, I believe a size. Well, I thought they were getting slow, sidetracked by the service providers. But now they have to actually change their old the way they they used to get these, you know, shrink wrap software, and then install and configure and all that stuff. Now it's in a cloud >>on >>they have to focus a little more on services, and and some of the s eyes are building tools for multi cloud consumption and all that. So things are changing under under this whole big shift to go out. >>I mean, I think if you're in S I and you're lifting and shifting, you make a few bucks and helping people do that deal with the tech. But I think we're the rial. Money is the business transformation, and you find the technology is there, it's it's another tool in the bag. But if you can change your operating model, that's gonna drive telephone numbers to the bottom line. That's a boardroom discussion, and that's where the real dollars are for s eyes. That's like that's why guys like Accent you're leading leading into the cloud Big time >>e think I think you're absolutely right, David. I think that's that's one aspect that we have to kind of call out is you can be one of those partners that is focused on the transaction and you'll be successful doing that. But you're absolutely right. If you focus on the long game. I think that is just like I said, completely fertile ground. And there are a lot of opportunities because historically Amazon was ah was a Lego parts, uh, type of cloud provider, right? They provided you with the basic building blocks, which is great for Web scale and startups not so good for enterprise. And so now Amazon is starting to put together in package part, so it's more consumable by enterprises. But you still need that help. And as Sarpy just mentioned, you also have to consider that Amazon is not the only aspect that you're gonna be using. You're gonna be using other providers to. And so I think this again is where partners they pick a primary, and then they also bring in the others where appropriate. >>All right, I want to get into this whole riff. I have a cherry chin on day one. Hey, came on the special fireside chat with me and we talked about, um, cloud errors before cloud Amazon. And now I'll call postcode because we're seeing this kind of whole new, you know, in the cloud kind of generation. And so he said, OK, this pre cloud you had Amazon generation, whereas lift and shift. Ah, lot of hybrid And you have everything is in the cloud like a snowflake kind of thing. And he kind of call it the reptiles versus the amphibians you're on. See your inland, your hybrid, and then you're you're in the water. I mean, so So he kind of went on, Took that another level, meaning that. Okay, this is always gonna be hybrid. But there's a unique differentiation for being all in the cloud. You're seeing different patterns. Amazon certainly has an advantage. See, Dev Ops guru, that's just mining the data of their entire platform and saying Okay, Yeah, do this. There's advantages for being in the cloud that aren't available. Hybrid. So amphibian on land and sea hybrid. And then in the cloud. How do you guys see that if you're a partner. You wanna be on the new generation. What's the opportunity to capture value? He has hybrid certainly coexist. But in the new era, >>remember Scott McNealy used to talk about car makers and car dealers. And of course, Sun's gone. But he used to say, We want to be a carmaker. Car dealers. They got big houses and big boats, but we're gonna be a carmaker. Oh, I think it's some similarities here. I mean, there's a lot of money to be made as a as a car dealer. But you see, companies like Dell, H P E. You know, they want to be carmakers. Obviously Google Microsoft. But there are gonna be a lot of successful really big carmakers in this game. >>Yeah, I believe I believe I always call it Amazon Is the makers cloud right, So they are very developer friendly. They were very developer friendly for startups. Uh, a stem said earlier, but now they are very developer, friendly and operations friendly. Now, actually, in a way for enterprises, I believe, and that the that well, the jerry tend to sort of Are you all all in cloud are sitting just in the dry land. Right now, I think every sort off organization is in a different sort off mature, at different maturity level. But I think we're going all going towards a technology consumption as a service. Mostly, I think it will be off Prem. It can be on Prem in future because off age and all that. And on that note, I think EJ will be dominated by Tier one cloud providers like crazy people who think edge will be nominally but telcos and all that. I think they're just, uh, if >>I made Thio, if I may interject for a second for the folks watching, that might not be old enough to know who Scott McNealy is. He's the founder of Sun Microsystems, which was bought by Oracle years ago. Yeah, basically, because many computer, there's a lot of young kids out there that even though Scott McNealy's But remember, >>do your homework, Scott, you have to know who Scott Scott McNealy >>also said, because Bill Gates was dominant. Microsoft owns the tires and the gas to, and they want to own the road. So remember Microsoft was dominating at that time. So, Tim Gas data is that I mean, Amazon might have everything there. >>I was gonna go back to the to the comment. You know, McNeely came out with some really, really good analogies over his tenure. Um, it's son and you know, son had some great successes. But unfortunately, Cloud is not as simplistic as buying a car and having the dealership and the ecosystem of gas and tires. And the rest you have to think about the toll journey. And that journey is incredibly complicated, especially for the enterprise that's coming from legacy footprints, monolithic application stacks and trying to understand how to make that transition. It's almost it's almost, in a way mawr analogous to your used to riding a bike, and now you're gonna operate a semi. And so how do you start to put all of the pieces into place to be able to make that transition? And it's not trivial. You have to figure out how your culture changes, how your processes changes. There are a lot of connected parts. It's not a simple as the ecosystem of tires and gas. We have to think about how that data stream fits in with other data streams where analytics are gonna be done. What about tying back to that system of record that is going to stay on the legacy platform. Oh, and by the way, some of that has to still stay on Prem. It can't move to the cloud yet. So we have this really complicated, diverse environment that we have to manage, and it's only getting more complicated. And I think that's where the opportunity comes in for the size and s visas. Step into that. Understand that journey, understand the transitions. I don't believe that enterprises, at least in the near term, let alone short term, will be all in cloud. I think that that's more of a fantasy than reality. There is a hybrid state that that is going to be transitory for some period of time, and that's where the big opportunity is. >>I think you're right on time. I think just to double down on that point, just to bring that to another level is Dave. Remember back in the days when PCs where the boom many computers with most clients there was just getting started? There was a whole hype cycle on hard drives, right? Hard drives were the thing. Now, if you look out today, there's more. Observe, ability, startups and I could count, right? So to Tim's point, this monolithic breakdown and component izing decomposing, monolithic APs or environments with micro services is complex. So, to me, the thing that I see is that that I could relate to is when I was breaking in in the eighties, you had the mainframes. Is being the youngun I'm like, Okay, mainframes, old monolithic client server is a different paradigm thing. You had, uh, PCs and Internet working. I think all that change is happening so fast right now. It's not like over 10 years to Tim's points, like mainframes to iPhones. It's happening in like three years. Imagine crunching all that complexity and change down to a short window. I think Amazon has kind of brought that. I'm just riffing on that, But >>yeah, you're absolutely right, John. But I think there's another piece and we can use a very specific example to show this. But another piece that we have to look at is we're trying to simplify that environment, and so a good place to simplify that is when we look at server lis and specifically around databases, you know, historically, I had to pick the database architecture that the applications would ride on. Then I have to have the infrastructure underneath and manage that appropriately so that I have both the performance a swell, a security as well as architecture. Er and I have to scale that as needed. Today, you can get databases of service and not have to worry about the underpinnings. You just worry about the applications and how those data streams connect to other data streams. And so that's the direction that I think things were going is, and we see this across the enterprise we're looking for. Those packaged package might be a generalized term, but we're looking for um, or packaged scenario and opportunity for enterprises rather than just the most basic building blocks. We have to start putting together the preformed applications and then use those as larger chunks. And >>this is the opportunity for a size I was talking before about business transformation. If you take, take Tim's database example, you don't need somebody anymore. Toe, you know, set up your database to tune it. I mean, that's becoming autonomous. But if you think about the way data pipelines work in the way organizations are structured where everything because it goes into this monolithic data lake or and and And it's like generic content coming in generic data where the business owner has to get in line and beg a data scientist or quality engineered or thio ingest a new data source. And it's just like the old data warehouse days where I think there's tremendous opportunities for s eyes to go in a completely re architect. The data model. Sergeant, This is something you and I were talking about on Twitter. It's That's why I like what snowflakes doing. It's kind of a AWS is trying to do with lasted glue views, but there's a whole business transformation opportunity for s eyes, which I just think is huge. Number l >>e all talk. Go ahead. Sorry. Yeah, >>I think we >>all talk, but we know we all agree on one thing that the future is hybrid for at least for next. You know, 10 years, if not more. Uh, hybrid is hard. The data proximity is, uh, very important. That means Leighton see between different workloads, right? That's super important. And I talk about this all the time and almost in every conversation I have about about. It's just scenario, is that there three types of applications every every enterprise systems or fractured systems, systems of engagement and the systems of innovation and my theory of cloud consumption tells me that sooner or later, systems off record. We'll move into SAS SAS world. That's that's how I see it. There's no other way around, I believe, and the systems off engagement or systems off differentiation something and call it. They will leverage a lot off platforms, the service and in that context context, I have said it many times the to be a best of the breed platform. As a service, you have to be best off the breed, um, infrastructure as a service provider. And that's Amazon. And that is that's also a zero to a certain extent, and then and and Google is trying to do that, too. So the feature sort off gap between number one cloud and two and three is pretty huge. I believe I think Amazon is doing great data democratization through several less. I just love serving less for that Several things over. Unless there is >>a winning formula is no doubt about several times I totally agree. But I think one of the things that I miss it has done is they've taken server lists. They brought their putting all the I as and the chips, and they're moving all the value up to the service layer, which gives them the advantage over others. Because everyone else is trying to compete down here. They're gonna be purpose built. If you look what Apple is doing with the chips and what the Amazon is doing, they're gonna kind of have this chip to chip scenario and then the middle. Where in between is the container ization, the micro services and Lambda? So if you're a developer, you approach is it's programmable at that point that could that could be a lock spec. I think for Amazon, >>it absolutely could be John. But I think there's another aspect here that we have to touch on, especially as we think about partners and where the opportunities come in. And that is that We often talk about non cloud to cloud right, how to get from on Prem to cloud. But the piece that you also have thio bring into the conversation is Theo edge to cloud continuum and So I think if you start to look at some of the announcements this week from AWS, you start looking at some of the new instance types uh, that are very ai focused. You look at the two new form factors for outposts, which allows you to bring cloud to a smaller footprint within an on premise premises, situation, uh, different local zones. And then Thea other piece that I think is really interesting is is their announcements around PCs and eks anywhere being able to take cloud in kubernetes, you know, across the board. And so the challenge here is, as I mentioned earlier, complexity is paramount. It's concern for enterprises just moving to cloud. You start layering in the edge to cloud continuum, and it just it gets exponentially more complicated. And so Amazon is not going to be the one to help you go through that. Not because they can't, but frankly, just the scale of help that is going to be needed amongst enterprises is just not there. And so this is really where I think the opportunity lies for the s eyes and I SVS and partners. You >>heard how Jassy defined hybrid John in the article that you wrote when you did your one on one with him, Tim and the in the analyst call, you answered my question and then I want to bring in Antonio near his comment. But Jassy basically said, Look, we see the cloud bring We're gonna bring a W s to the edge and we see data centers. This is another edge node and San Antonio Neary after HP is pretty good quarter uh came out and said, Well, we heard the public cloud provider talking about hybrid welcome, you know? >>Yeah, they were going and then getting here jumped on that big time. But we'll be looking hybrid. Tim nailed The complexity is the is the evil is friction is a friction area. If the complexity could be mastered by the edge provider closest to the customer, that's gonna be valuable, um, for partners. And then we can do that. Amazon's gonna have to continue to remove the friction and putting that together, which is why I'm nervous about their channel partners. Because if I'm a partner, I asked myself, How do I make money with Amazon? Right? At the end of the day, it's money making right. So how can I be successful? Um, not gonna sell more in the marketplace. Will the customer consumer through there? Is it friction or is a complex So this notion of complexity and friction becomes a double edged sword Tim on both sides. So we have five minutes left. Let's talk about the bottom side Complexity, >>friction. So you're absolutely right, John. And you know, the other thing that that I would say is for the partner, you have to look beyond what Amazon is selling today. Look at where the customers are going. And you know, David, I think you and I were both in an analyst session with Andy Jassy several years ago where one of the analysts asked the question. So you know, what's your perspective on Hybrid Cloud? In his response, candidly was, while we have this particular service and really, what he was talking to is a service that helps you on board to Amazon's public cloud. There was there was not an acknowledgment of hybrid cloud at the time, But look at how things have changed just in a short few years, and I understand where Jassy is coming from, but this is just exemplifies the fact that if you're a partner, you have to look beyond what Amazon is saying and think toe how the customer is evolving, how the enterprise is evolving and get yourself ahead of them. That will position you best for both today. And as you're building for the future. >>That's a great point, Dave. Complexity on buying. I'm a customer. You can throw me a marketplace all you want, but if I'm not gonna be tied into my procurement, how I'm consuming technology. Tim's point. Amazon isn't the only game in town. I got other suppliers. >>Yeah, well, certainly for some technology suppliers, they're basically could bring their on prem estate if it's big enough into the cloud. Uh, you know what is big enough? That's the big question here. You know, our guys like your red hats big enough. Okay, we know that Nutanix pure. They're sort of the next layer down. Can they do? They have enough of a customer base that they could bring into the cloud, create that abstraction layer, and then you got the born in the cloud guy Snowflake, Colombia or two good examples. Eso They've got the technology partners and then they're the size and consultants. And again, I see that is the really big opportunity is 10 points out? Amazon is acknowledging that hybrid Israel in in a newly defined way, they're going out to the edge, find you wanna call data center the edge. How are they going to support those installations? How are they gonna make sure that they're running properly? That they're connected to the business process? Those air That's s I whitespace. Huge. >>Guys, we have to wrap it up right now. But I just end on, you know, we'll get everyone go A little lightning around quick soundbite on the phrase with him, which stands for what's in it from me. So if I'm a partner, I'm a customer. I look at Amazon, I think. What's in it for me? Yeah. What a za customer like what do I get out of this? >>Yeah, having done, like more than 100 data center audits, and I'm seeing what mess up messes out there and having done quite a few migrations to cloud migrations of the messy messages piece, right? And it doesn't matter if you're migrating 10% or 20 or 30 it doesn't matter that how much you're migrating? It's a messy piece, and you cannot do with our partners that work. Actually, you need that. Know how you need to infuse that that education into into your organization, how to consume cloud, how toe make sense of it, how you change your processes and how you train your people. So it touches all the products, people and processes. So on three years, you gotta have partners on your side to make it >>so Hey, I'll go quick. And, Tim, you give you the last word. Complexity is cash. Chaos is cash. Follow the complexity. You'll make cash. >>Yeah, you said it, David. I think anyway, that you can help an enterprise simplify. And if you're the enterprise, if you're the customer, look for those partners. They're gonna help you simplify the journey over time. That's where the opportunity really lies. >>Okay, guys, Expert power panel here on Cuba live program, part of AWS reinvent virtual coverage, bringing you all the analysis from the experts. Digital transformations here. What's in it for me is a partner and customer. Help me make some money, master complexity and serve my customer. Mister Cube. Thanks for watching >>que Yeah, from around the globe. It's the cute