>> Narrator: Live from Stanford University, it's theCUBE! Covering Stanford Women in Data Science 2020, brought to you by SiliconAngle Media. >> Hi, and welcome to the cube, I'm your host, Sonia Tagare. And we're live at Stanford University, covering the fifth annual WiDS, Women in Data Science Conference. Joining us today is Ya XU, the head of data science at LinkedIn. Ya Welcome to the cube. >> Thank you for having me. >> So tell us a little bit about your role and about LinkedIn. >> So LinkedIn is, first of all, the biggest professional social network, where we have a massive economic graph that we have been creating with millions actually close to 700 million members and millions of companies and jobs and of course, you know, with students of skills and also schools as well as part of it. And, and I lead the data science team at LinkedIn. And my team really spans across the global presence that LinkedIn offices have. And yeah really working on various different areas. That's both thinking about how we can iterate and understand and improve our products, that we deliver to our members and our customers. And also at the same time thinking about how we can make our infrast6ructure more efficient, and thinking about how we can make our sales and marketing more efficient as well, so we really span across. >> And how has the use of data science evolved to deliver a better user experience for users of LinkedIn? >> Yeah, so first of all, I think we LinkedIn in general, we truly believe that everybody can benefit from better data, better data access, in general. So we're certainly using data to continuously understand better of what our members are looking for. As a simple example, is that whenever we launch new feature, we're not just  blindly deciding ourselves what is the better feature for our members, but we actually understand how our users are reacting to it. Right? So we use data to understand that, and then certainly making decisions, and whether we should be eventually launching this feature to all members or not. So that's a very prominent way for us to use data. And obviously, we also use data to understand and just even before we build certain features. Is this sort of feature that's right feature to build. We do both survey and understand the survey data, but also at the same time understanding just user behavior data for us to be able to come up with better features for users. >> And do you use AB testing as well? >> Oh absolutely, Yeah. So we do a lot of AV experiments. That's what, I was not trying to use that word by that like that terminology, but this is what we use to have an understanding of user features that we are developing, that we are putting in front of our users. Is that what they enjoy as much as we think they will enjoy? >> Right, so you had a talk today about creating global economic opportunities with responsible data. So give us some highlights from your talk. >> So, first of all, at LinkedIn we we truly believe in the vision that we are working towards, which is really creating economic opportunity for every member of the global workforce. And if you're kind of starting from that, and thinking about that is our sort of the axiom that we're working towards, and then thinking about how you can do that, and obviously, the sort of the table stake or just the fundamental thing that we have to start with is to be able to preserve the privacy of our members as we are leveraging the data that our members entrust with us. Right, so how can we do that? We have some early effort in using and developing differential privacy as a technique for us to do a lot better. Always regarding preserving their privacy as we're leveraging the data, but also at the same time, it doesn't ends there, right? Because you're thinking about creating opportunity. It's not just about to preserve their privacy, but also, when we are leveraging the data, how can we leverage the data in a way that is able to create opportunity in a fair way? So here is also a lot of effort that we're having with regarding, how can we do that? And what does fairest mean? What are the ways we can actually turn some of the key concepts that we have into action that is really able to drive the way we develop product, the way that we think about responsible design, and the way that we build our algorithms, the way that we measure in every single dimension. >> And and speaking about that bias, at the opening address, they mentioned that diversity is really great because it provides many perspectives, and also helps reduce this bias. So how have you at LinkedIn been able to create a more diverse team? >> So first of all, I think it's certain we all believe that diversity is certainly better as we building product. Thinking about if you have a diverse team that is really a representation of the customer and some members that you're serving, then definitely you're able to come up with better features that is able to serve the needs of the population of our members. But also at the same time, that's just the right thing to do as well. Right, thinking about we all have had experiences we may not you know, feel as much belonging when we walk into a room that we are the only person that we identify with to be in that room. And, we certainly wanted to be able to create that environment for all the employees as well. And and thinking about, I think there is also studies that has done as what makes a high performing team. Some of the studies has done I google with the psychological safety aspects of it, which is really there's a lot of brain science that says when you make people feel they belong, that they will actually be so much more creative and innovative and everything right. So we have that belief. But tactically, there are many things that we're doing from all the divs aspect, right? How can you bring diversity, inclusion and belonging? Starting from and hiring, right? So we certainly are very much emphasized how can we increase the diversity of individuals that we're bringing to LinkedIn? And when they are at LinkedIn, can we make them feel more belonging, and feel more included in every aspects? We have different inclusion groups, right? We have I mean, obviously, I'm very much involved in Women tech. At LinkedIn we have both money efforts that we do to help women at LinkedIn in engineering, and in other groups as well to feel they belong to this community. At the same time, there is concrete actions that we're taking too. Right, that we are helping women to have a much better understanding, and aware of some of the ways that we operate that is slightly different from maybe our male colleagues will operate, right? There are certain things that we're doing to change the current processes, hiring processes, promotion process, that we are able to bring more equal footing to the way that we're thinking about gender gap and gender diversity. >> Right, that's great. And what advice would you give to women who are just starting college or who are just out of college who are interested in going into data science. >> So I want to say the biggest learning for me, is just have that can do attitude. I, you know, the woman biologically and all just like in every way, we're not any less than men. And that you certainly have seen many strong and very talented women that we have in the field. So don't let people's perceptions or biases around you to bring you down. And then thinking about what you wanted, and then just go for it, and then go for the the advice that you can get from people. And then there are so many as you can see in the conference today, so many talented women that you can reach out to who are winning and very willing to help you as well. >> And in this age of AI and ML, where do you see data science going in the future? >> That's a really interesting question. So in the way that, you know, data science I want to say is a field that is really broad, right? So if you're thinking about things that I would consider to be part of data science may not necessarily part of AI, but some of the course of influence that is extremely popular and important. And then I think the fields will continue to evolve, there are going to be and then the fields are continually overlapping with each other as well. You cannot do data science without understanding or have a strong skill in AI and machine learning. And you also can't do great machine learning without understanding the data science either. Right? So thinking about some of the talk that definitely colder earlier was sharing, as in you know, you can blind in the wrong algorithm and without realizing the bias. That all the algorithm is really just detecting the machines that's using the images versus you know, actually detecting the difference between broken bones or not right, like so. So I think having, I do see there is a continuously big overlap and I think the individuals who are involved in both communities should continue to be very comfortable being in that way too. >> Right, great. Thank you so much for being on theCUBE and thank you for your insight. >> Of course, thank you for having me. >> I'm your host, Sonia Takari. Thank you for watching theCUBE and stay tuned for more. (Upbeat music)

>> Announcer: From the VMware campus in Palo Alto, California, it's the Cube, covering Women Transforming Technology. >> Hi, Lisa Martin with the Cube, on the ground at VMware in Palo Alto, at the third annual Women Transforming Technology event, we're excited to welcome to the Cube, Caroline Hubbard, an Analyst at LinkedIn, and the founder of ThreadBred, Caroline, nice to have you here. >> Thank you for having me. >> So you, as young as you are, you're a speaker at this event, you spoke in >> Caroline: I am. >> The Emerging Leaders Track, tell me the name of your session, and what >> Caroline: Yeah. >> Some of the key messages were that you delivered today. >> Definitely, my session was called, "Stand up, Stand Out, "How to Become and Advocate for Change in the Workplace," and my session detailed my experiences thus far, navigating corporate America, not only as a woman, but as a person of color, and some of the really eye opening experiences I've had, in terms of the toxic cultures that are rampant in our organizations across America, and through this experience, I learned really valuable lessons. And two of those lessons are that performance and how you're perceived can only take you so far in an organization; ultimately, if you're not in a place that values your identity, or values you for your differences, not just in spite of your differences, then your chances of success are going to be limited, and if you allow toxic cultures to eat away at your own perception of self, then you're going to be in even more dangerous positions. So I sort of talked about how I learned those lessons, and provided a framework for which we can all go back to our companies and bring awareness to issues that are affecting underrepresented people. >> How did you hear about Women Transforming Technology? >> Yeah, so since I've moved here, 10 months ago, I've just been taking the city by storm, networking, joining lots of women's groups, to just try to find women with similar experiences as me; I'm from the east coast, so I don't really have that many friends or a network out here, and that's what I wanted to build, so through one of the women's groups I'm associated with, I was speaking with a friend, who was like, "Well, you should check out this conference," so I did that; I went online, and I connected with one of the program leads here, and we were able to talk a little bit about my experience, and I was invited to speak. >> Fantastic. >> Yeah. >> And now you can say you've spoken at an event where Laila Ali spoke this morning >> Caroline: I know >> That's an honor (laughing) >> She was so inspiring, because you know, you look at a woman like Laila, who's >> Right. >> Who you think is just born with confidence, and courage, and she talked about how a lot of that is true, very innate, but there was times where she kind of has to recheck >> Caroline: Yeah. >> Kind of do a gut check, and say, "Alright, I feel like "I'm kind of nocked back a bit," >> Caroline: Mm-hmm. >> I loved her recommendations for you know, like the Boy Scouts, what, always be prepared, >> Caroline: Yeah. >> But the preparation is really key; have you found that to be something that helps you kind of harness your inner mojo, your inner confidence? >> Absolutely. >> Whether you're speaking at Watermark, or you're here. >> Yeah, absolutely, and I come from a performing arts background, and I spent a lot of time on stage, and I just found that throughout my life, being on stage energizes me, and being able to connect with people and be fully transparent is something that's really refreshing, but with that, comes a lot of preparation, and I've spent hours, actually, last month when I did a similar talk, my mother and I were up until five A.M. the night before a big speech, just working and making sure it was perfect, and deliver the right message. So I definitely agree, preparation is always key; it helps you feel confident, but like she said, there are times when preparation isn't enough, and you just feel a little bit unprepared or un-confident, and that's okay >> Yeah. >> What really matters is how you bounce back from those instances in which you don't feel as confident. >> I agree, I felt very validated with Laila Ali >> Caroline: Yes. >> Saying sometimes I don't always feel my best, so tell me a little bit, before we get into ThreadBred, I want to talk to you about a little bit about this program that you're in at LinkedIn, where you get to in finance, you get to work in different parts of the business >> Caroline: Right. >> Yeah, it's a really unique program, it's a two year long program, for people directly out of college, that gives you a lot of exposure across the company, so it's technically under the business operations organization, so your first year is split between rotations in sales operations and business operations, and then the second year, you can have more of an elective choice, where you can sort of dabble in product marketing or corporate developments, so it's a really unique experience in that it allows you to see multiple parts of the business, and currently, I'm on the consumer product growth team, which is responsible for getting people to use our app, and I also focus a little bit on our SEO strategy, so it's really opened me up to the world of tech, and how large scale enterprise companies work, which has been exhilarating. >> What have been your experiences, in terms of the diversity not just at LinkedIn >> Caroline: Right, right. >> But as you say, you've been in the valley now, for about 10 months. >> Yeah. >> What are some of the observations that you have made? >> Yeah, I think that a lot of the workforces, actual workforces are reflective of the actual diversity that's in the city, and if you look at the city, first of all, it's not very diverse, so it's kind of impossible for the organizations to have that same diversity, so it's been a challenge; I think that LinkedIn has done an incredible job, given the fact that there are not equal amounts of multiple different demographics, and I think LinkedIn is very conscious of the problem, and we're actively working to solve it, so I feel good about that, but I have noticed that in terms of gender, in terms of race, not everyone is represented on equal levels, and representation is so important, because for other people who are coming in future generations, you can't be what you can't see, so if there aren't people that look like you, you're going to be discouraged from pursuing an opportunity there, when that opportunity might be perfect for you. So I'm really empowered and passionate about trying to increase representation for all people in these organizations. >> It's refreshing to be at a conference like WT squared, because the accountability is so key, and what they announced this morning, with VMware investing $15 million into an innovation lab for women's leadership; the fact that they're together, expanding this stand in VMware >> Caroline: Mm-hmm. >> Relationship it's been over the last five years, but actively going to be looking at what are these barriers; the diversity barriers that women are facing, how do they identify optimal ways to eradicate those barriers? >> Mm-hmm. >> Because VMware knows, and the McKinsey report that was actually cited in the press release >> Caroline: Yeah. >> That they came out with this morning, companies that have more diversity at the executive level, are 21% more profitable. >> Caroline: Yeah. >> So they're understanding this is going to not just be benefiting our culture and diversity or our chief people officer HR function >> Absolutely. >> This is actually something that will benefit the entire company. >> Yeah. >> And what does this company deliver? Technology that other businesses and people use, to better our lives, so they get that, and that's saying refreshing is >> Yeah. >> Kind of an understatement. >> That is, yeah. >> But it really is nice to see companies that are willing to go, "Hey, we want to know exactly what these problems "are, so that we can then be strategic "in how we can solve them." >> Exactly, it is refreshing, and I think that more and more companies are realizing that diversity is not a luxury or just sort of a platitude, it's something that is intrinsic to the business, and to the health of the business, and the retention of employees, and as more and more people begin to realize that, I think that we will get better at increasing representation down the line. >> You know, I talked with a lot of women today and wanted to get their thoughts on the MeToo movement, Time's Up; in the last six months, that erupted on the scenes >> Caroline: Yeah. >> Unlikely alliance with Hollywood, and the resounding opinions have been, actually, that's momentum that we can take advantage of; we should be leveraging this, because when you have a platform that's that big, and that global, >> Mm-hmm. >> For an issue that affects every industry, including us in technology >> Mm-hmm. >> That they actually saw that as kind of an elevation of the platform >> Caroline: Yeah. >> I'm curious what your thoughts are about that. >> Yeah, I actually spoke about MeToo, and a couple of other social movements in my talk earlier, and one of the reasons I started my blog, ThreadBred, is because I started to realize this really unique cultural moment, in which I've emerged into the workplace, which has been characterized by these social movements, and a lot of these social movements have been galvanized through social media; social media's been able to bring so much attention to important issues, and shift public perceptions, so with MeToo, a movement that was founded by an African-American woman in 2006, and then it sort of gained more momentum in 2017 when Alyssa Milano tweeted it out, and then to have, a month later, Jackie Speier, congresswoman of California, introduce the MeToo Congress Act, you know, changes happening at such a rapid pace. More so than it ever has in the past, so I'm really excited to be a part of that, and I'm really excited that we are seeing this much progress on this rate. >> We need to keep that going. >> We need to keep it going, absolutely. >> Tell me a little bit more about ThreadBred. >> Yeah, so ThreadBred started in 2014, just as a fun, personal blog; my friends and I were getting our first internships, the summer after our Freshman year of college, and we were all in different industries, and couldn't really, or didn't know where to go in terms of where to get advice about what to wear, and of course, we wanted to make a good impression, so I just started creating outfits, dressing my friends up, telling them, this is what you should wear when you go here or there, and it sort of turned into this personal branding, as a young professional blog, and I started writing more about what are some of the experiences that young people have, directly out of college? What are some of the things they wish they knew before they started their jobs? And then I restarted it when I entered the work world now, and because of what's happening in society, I wanted to shift the attention to focus on these important social issues, such as women's empowerment, the representation of underrepresented minorities, and I've been able to have a lot of great dialogs with people that I know, and people that I have just met, who might have opinions that are different from me, and I think those are the most interesting ones, because they're the learning opportunities, and it sort of transformed into this story space, where we can consolidate information and learn from each other. >> I love that; one of the things that I thought was really cool, when I walked into the event today, was there's a headshot area >> Caroline: Yeah. >> And there's a resume writing clinic and a LinkedIn profile clinic, as well, and you kind of think, those are really foundational pieces to help someone have a professional looking photo, that doesn't have like somebody's arm that you need cropped out. >> Caroline: Absolutely, yeah. >> Or you know, a strong LinkedIn profile, especially if you're young, maybe just finishing with school and don't have a ton of experience; those are really important foundational elements, and it sounds like what you've done with ThreadBred, >> Caroline: Yeah. >> To advise young people on how should you look professional; that's a really cool thing that you've done, there. >> Caroline: Thank you. >> It's an area where you might think it's a small thing, but I think that can be very impactful. >> Yeah, it's kind of like the things that nobody tells you once you go in, it's just we're trying to capture all of that knowledge in one place, and share it with as many people as possible. >> Yeah. >> Yeah. >> So if you look down, finishing in the next what, year or so, >> Caroline: Yeah >> Your two year program at LinkedIn. >> Caroline: Yeah. >> What direction do you think you'd want to go in? >> Well, I love LinkedIn, and when I interviewed, I actually said that I was like the physical manifestation of LinkedIn; I am a networking person, I love connecting people with opportunity, and I love LinkedIn's message of trying to create economic opportunity for the global workforce, and I think that it's really rare that you find a company that's for profit, that also has this really social impact admission, and I want to stay in this space as long as possible, but years down the line, I could envision myself being an entrepreneur, and starting my own company to focus specifically on problems affecting people of color and underrepresented people around the world. I think that that's what I've identified I'm passionate about, and that's what I want to pursue. >> I can feel that from you, so I think definitely entrepreneurial. >> Caroline: Thank you. >> Kind of in summary, what are some of the things that you're going to be taking away from this third annual Women Transforming Technology event? >> Yeah, absolutely, well, from the keynote earlier this morning, it's about listening to the inner voice inside of you, always finding that inner warrior as Leila Ali mentioned, because I think that's so important; I think life is about just having good days, and then having days where you're encountering adversity, and it doesn't matter how much adversity happens to you, it matters how you respond to that, so always leaning into that inner voice and then using your voice to empower other women around you, who might have similar experiences, but who don't necessarily know how to navigate the same situations is where you can be most helpful, so supporting women and always finding your inner strength is what I'm going to take away from today. >> I love that; I'm going to borrow that from you, that was fantastic >> Caroline: Okay. >> Well, Caroline, you're going to be a big star, I can already tell >> Caroline: Oh, thank you. >> It's really nice to hear someone that's so young, that sees the opportunities here, and wants to very naturally, make a difference in it; you're one to watch, >> Caroline: Thank you. >> For sure. >> Thank you. >> Lisa: Thanks for joining us. >> Thank you. >> We want to thank you; I'm Lisa Martin with the Cube, we are on the ground at VMware, at the third annual Women Transforming Technology event, thanks for watching. (upbeat techno)

(click) >> I'm Lisa Martin with theCUBE on the ground at Google for the sixth annual CloudNOW Top Women in Cloud Award Event and we're very excited to be joined by one of the award winners, Neha Jain, Engineering Manager at LinkedIn. Welcome to theCUBE. >> Hi, thank you, Lisa. >> And, second of all, congratulations on the award. We'll talk about that in a second, but one of the things that I found very inspiring when I was doing some research about you is how you describe yourself on LinkedIn. A lot of us use LinkedIn, of course. I love that you said that you love to work on technology that empowers users and uplifts the society. What a beautiful statement. >> Thank you so much. >> Tell me a little bit more about what you mean about that. >> Growing up, I always wanted to be in a space where I was doing something for the community. A little bit about myself is I'm an only child and my father passed away when I was barely a year old. So my mom, who's also disabled, raised me literally single-handedly and we had a lot of help on the way. So the thing that always kept me going and inspired is if I could do it, then anyone can. And I have to make that happen, and that is an obligation or a responsibility that I have toward the world. That's basically what I did. Initially I wanted to become a doctor and help the patients get the best of their health but I couldn't deal with blood. >> That's kind of a key. That was a good decision. >> I was really interested in math as a child, so I was like, "Yeah, let's try this engineering thing. "It also sounds pretty fun." And then that's how I started in the engineering field. Initially I joined a company directly from college, but the work didn't inspire me as much. And then I found out about SlideShare. It was a company in the user-generated space, user-generated content space, and they had a female CEO and I was like, "Oh my God, this is just perfect, "and I have to get there." So I joined SlideShare, and six months later it got acquired by LinkedIn. Interesting turn of events. And then now at LinkedIn, we are in the process of creating economic opportunity for every member of the global workforce. And that's a mission I can live for. That's something that inspires me every single day and gets me up in the morning, gets me to work, where we are trying to get the right talent matched with the right job, get the companies the right hire. That's very inspiring work to do. >> As an, and I would say, inspiring female in technology, what are some of the things that once you finished your education, you said your first job, you realized, "This isn't quite what I want." But you have the drive, it sounds like probably innately for you that, "I want something else." You kind of knew what you were looking for. Or maybe you knew, "I know when I get there." >> Yeah, you could say that. It's something that, ah, what I was doing was interesting work, but in terms of impact, it wasn't very clear. So I'm sort of a person who's driven more by results, by metrics or something like that. There should be something tangible that's coming out of it, that I can measure. >> Right, yes, validating, right? >> So then I was like, at that time, internet was taking off, and it was all very -- People were all over the place and there were so many things getting shared. And then Facebook came around and then there was Arab Spring and so many other things that were happening. People were taking ownership of their own lives and their own values. I thought that something in the internet space would be an interesting place to be where you could make the change and empower people, empower your users. And I wasn't willing to move out of India at that point, so it was like, "Let's just join SlideShare." I'd been using SlideShare when I was in college doing researches and working for Google Summer of Code. So then I saw that they had a banner that they were hiring, and I'm like, "Okay, yeah, let's just interview for them." >> And here you are. Within the last couple of minutes here, I want to talk about the Top Women in Cloud Award that you're being honored with tonight. And also something that I thought was really, really honest that you wrote on LinkedIn was your experience with imposter syndrome, which I've had for many years and didn't even know what it was until I read about it. And I think that's so, it's such a strong message, knowing that you've had that, but also seeing how accomplished you are, what does this CloudNOW Top Women in Cloud Award mean to you? >> That's a very good question. That's something that I'd been asking myself as well when I first got nominated for it. So my friend, who is the co-founder of Haliburton School, Silmar, he nominated me for the award. I got the email and I was very excited that okay, this is really interesting. How could I become this person? And then I read the application form. There were five questions and I'm like, "I'm not good enough. "I'll not be selected. "I'll just spend a lot of time filling out "this application form, and it will all be futile." So I thought, "Let's just not do it." But then Silmar, he just didn't nominate me for the award, he pushed me to apply, to fill out the application. >> Because he knew how accomplished you were. >> And I am so grateful to him for that. He started a Google Doc where he copied all the questions, and he started listing all the things that I'd done. >> That's fantastic, Neha. >> He is the kind of mentor or the kind of friend, the kind of force that I guess if all the females and all the people had, the world would be a different place. So that's the kind of inspiration, the kind of support that you want from people. >> Absolutely. >> Then I was talking to my husband and my husband was like, he's a very logical person, he wouldn't give you direct prescriptions that, "Okay, no, you should do it, "you should do that," or this or that. He would ask you questions and then make you decide what you want to do, but in those questions will steer you in the direction. >> Right. >> Which is very clever of him. Very few people have the kind of smartness to do that where you don't even realize that you are being pushed into some of the things. >> It sounds like he helps you think through, and you realize, "I have accomplished a lot. "I am deserving of this award." And here you are, being honored tonight. >> Yeah, so it's like, maybe that's not what I thought. What I thought is that there are things, and I should probably apply for it and not wait, not give up because of the result. So that's something that I've also learned in my life. My mom always tells me, "Don't bind yourself to the result. "Just give your best shot. "That's all which is in your control, "so just do that." And that's basically also what my husband also ended up pointing out to me. So then I was like, "Okay, fine, I'll apply." And it was basically like just three days before the application deadline. So I filled out the application form, sent it out to the LinkedIn's comps team for review, my manager reviewed the entire work-related stuff, and I'm so grateful that they were able to do the review process in time so that I could apply right before the deadline. I don't know what the CloudNOW award will mean for me, and I hope that we are able to drive real change in the tech field and bring more women and more diversity and inclusion and belonging in the community. So today, Vint Cerf was the keynote speaker. And he was saying that when he joined the tech industry there were 50 percent women, and there were women who were programming. And if you've seen the movie Hidden Figures, >> Oh, yes. >> There were women who figured out how to program. >> A very long time ago. >> Yeah, a long time ago. And we've had people like Grace Hopper and all these other women leaders. And now just 20 years later, you would think the situation would get better, but it has actually gotten worse. >> Right. >> So why is it? The thing that falls on us as a responsibility is to figure out why would we change direction for the worse. And, people have gotten smarter, not lesser intelligent, right? So why would women not opt into computer science and give up? There is something that we aren't doing right. And I think a lot of companies have started asking the right question. Like in LinkedIn, we have the diversity, inclusion and belonging initiative. And we try to make these differences in real time. When I joined LinkedIn, when I moved to the United States, I couldn't recognize people because of the variety of facial structures. And I had a lot of difficulty. I had always grown up seeing Indian faces. And I could easy tell that you were Calcutta or you're from Bangalore. And I could tell it from their faces. But that wasn't something here. And I would always confuse people, and that bothered me a lot. But at LinkedIn, all the things that we had, all the initiatives that we had, the culture and the values, they help me feel belonged. And not a single day has passed where I don't feel that I am not the right person for this job. >> You're making a contribution. >> Yeah. >> Well, congratulations Neha on the award. >> Thank you. >> Thank you so much for stopping by, and I think you're quite inspirational. >> Thank you so much. >> And we want to thank you for watching. I'm Lisa Martin on the ground with theCUBE at Google. Thanks for watching.

>> Announcer: Live from Orlando, Florida, it's the Cube. Covering Grace Hopper Celebration of Women in Computing. Brought to you by SiliconAngle Media. >> Welcome back to the Cube's coverage of the Grace Hopper Conference, here in Orlando Florida. I'm your host Rebecca Knight, along with my co-host Jeff Frick. We're joined by Sarah Clatterback. She's the Senior Director of Engineering at LinkedIn, and Erica Lockheimer, the head of Growth Engineering at LinkedIn. Thanks so much for coming on the show, again. >> Yes, thank you. >> Thanks for having us again. >> We're getting the band back together. >> Absolutely. >> So before the cameras were rolling you were talking about the exciting initiatives and programs you have at LinkedIn. One of them that definitely caught Jeff's imagination was Reach. It's sort of a cross-fit for engineers. So tell us more about Reach. >> Yeah, so Reach is a program where we wanted to really look at how we're hiring talent in a different way. So one of the things, actually it was an inspiration of a candidate that we had at Grace Hopper last year, where she had come and she gave us her resume. >> Yep. >> Abby, and she said "I can't get an engineering job. I did a boot camp but no one will hire me. I don't have enough experience." And she really was the catalyst that really created the program. We said, we need to look at talent in a very different way. So we decided, it stemmed also from her and also from Whit where if there's working mothers, how do they get back into the workforce? So these two ideas started coming together, and we said, why not create a program where we can maybe have them come to LinkedIn, get their skills back up, teach them how to code, and eventually work at LinkedIn. So we kicked off the program, and we did very little media, and we had over 700 people apply, and we went through 500 applications, and had 30 candidates at LinkedIn. So they just finished the end of the group session, but they are converting. They're learning how to code. They're checking code live to the site, and these are people from different backgrounds. As a veteran, returning back to work, even some people that have been in a bad situation of being homeless. I mean, this is talking about, not only about career transformation, but transforming their lives. And it's such a special program that has just changed the way that we're thinking about hiring. I don't know if you want to add anything. >> Yeah, I mean, I think that it's had a great impact on our company. I think, the way we think about hiring, but also how the whole team has interacted and really come together to support these apprentices, in being successful as engineers. So I've seen it actually transform the entire culture of our engineering team through this whole program. >> It's interesting, you use the word apprenticeship . And I think of that too, 'cause there's always the talk, right, about technology taking jobs. On the other hand, we hear over and over, there's all these open tech jobs. There's nobody to fill them. >> Yes. >> And then you got the transition with the truck drivers that are all going to be displaced by autonomous trucks, in the not distant future. So it's interesting as you point out, to kind of rethink, kind of the classic, go to school do your time, come in at the bottom and work your way up. Because there needs to be a much more variant to be able to get people to retrain, to take people through various backgrounds. And are you seeing that reflected, 'cause you guys, obviously, represent a bunch of companies that are looking for people. Are you seeing a broader adoption of this kind of non-traditional approach to getting talent? >> Well, it's a program that we started off as a pilot. >> Okay. >> We are definitely going to do a second round. So we would love to share and open source how we're doing it and we'd love to have other companies thinking this way. But it's truly, back to Sarah's point, it's really not only transformed our culture, but it's even thinking about how we're hiring. We're in hiring committee every single week, and we start looking at these candidates, like oh, it looks like a Reach candidate. Before you would've maybe bypassed them and said oh they're not ready. This is now a different way to invest. But I definitely want more companies to do this, and we'll pilot, we'll share it, we'll open source it, and it will be fantastic. >> So talk about some of the other programs including Invest, and how you're helping, making sure that employees are happy where they are. >> So Invest is a program that came out of the Women and Tech Initiative between Sarah and I, and we thought about some of the personal experiences that we had, is how did we get to where we're at? And you want to design a program about your own experiences. You're like, hey I know that works. Let me just create a playbook around it. So we met, and we said we have executive coaching. We had basically a community of people, we could talk to about some challenges and we had managers invest in us. So why not create a program about that. So we have, this is our third session that we're doing it, and we have 50 women in the program. But the program consists of two day executive coaching, one-on-one with your manager, continuant of bringing the community of women together, and going through this. And what we've found in the success results is there's zero in the last 10 months of them being part of this program, and 40 percent promotions which is fantastic. And then what also happens is they go into this program, and they want to be mentored, and they graduate really literally from the program. Now we want them to pay it forward. >> Pay it forward to the next cohort that's going to come through this program. And I think we have several things we can measure. I mean, you talked about the promotion rate, but we can also talk about, did they have, sort of, a career moment in the year following their trip through the program. Were they able to step up and take a bigger assignment, more responsibility. There are other ways to measure the success of the program, as well, and we're seeing that across the board. >> Yeah, and just to add on to it, it really is a community that we're starting to build within the company, and it just feels fantastic. People feel great. We're walking around through the hallways like, I'm part of Invest when can I sign up. Everybody wants to be a part of it. So we need to figure out, and we can scale it faster. >> Well measurement is also so important too, because so many companies want to know what the return on investment. So how do you think about the data collection and then measuring progress? >> Yeah, so basically for all these initiatives before we start them we say what are going to be the things that we're going to measure? What are the metrics of success. And I think in this particular case, Erika mentioned attrition rate. That's what's in it for the company is retaining top talented women. But then on the other side, are they achieving their career goals? Are they getting promoted? Are they able to step up? So those were, kind of, the two metrics that we had set for the program before we even started. And then we can basically check and see, are we achieving those results, or do we need to pivot something about the program, or reshape the program. So we do this at least yearly, if not quarterly, to see if we're tracking towards our goals. >> And just to add on to measurement, like she mentioned, it's hard to mention, how do you feel? You went through this program, how do you feel? They are feeling better. They are feeling more empowered. They want to actually be part of Whitmore and then help pay it forward. So that's also an amazing measurement of success too. >> I went to an interesting pitch night a little while ago. Stanford, I think MIT, Babson, and Cal, and there was a start up there. They were looking at external data sources, social media, et cetera to try and quickly identify high-risk leaves inside the company. So to basically would be the drive your candidate's election to say this person looks like, they're doing behaviors that might indicate they might be boogieing. >> Right, right? >> So maybe they should invested in to keep it going. 'Cause obviously it's so much better to keep your good people than to have to hire, retrain. >> Definitely. >> Et cetera. The huge ROI. And of course, the last thing, and I joke with you guys every time I see you. 'Cause I see you so often on LinkedIn usually, in a classroom. >> Good, keep on using LinkedIn >> With a bunch of little girls, teaching them, taking your weekends to teach coding and tech. It's just fantastic. But really interesting that you're expanding that program as well. So that Sarah can get some of her Saturdays back which I'm happy for. And really taking something successful. >> Yeah. >> And as you said, open sourcing. Open source continues to be such a great innovation engine. One of you can tell us a little bit about that. >> Yeah, absolutely. So our high school trainee program, we've been running it for three years now. We just finished our third cohort, and I think the results sort of speak for themselves. We've got a 96 percent rate of students going on to pursue stem degrees, and 89 percent studying computer science in particular. So I think we're actually seeing the result that we want out of the program, and we've even gone and reached a lot of girls who might be first generation college attendees, and we're even having the same success with them. So we really wanted to expand this program, horizontally scale it so to speak. So what we've done is we've put our program outline, as well as our curriculum that we do during the summer, online on GitHub, and we're encouraging other companies to pick this up, to adapt it to their own needs, and to provide additional opportunity for students around Silicone Valley and beyond. >> What's the biggest, consistent, it's not a surprise if it's consistent, and you've been doing it for three years. But as you run these programs, when you get the girls in for the first time, what's the thing that most people would never expect that you see over, and over, and over? >> I think for me, it's really seeing the identity transformation of the students. They come in. They're not sure if they belong. They feel intimidated, and by the end of the summer, they're confident, they're certain that they're going to be engineers. They see a future for themselves in Silicon Valley, and that's reflected not only at the end of the program, but also as they follow up with us in the subsequent years. So, for example, one of our first cohort has already finished her undergrad at Berkeley >> Yay! >> Wow! >> in two years, in computer Science. >> She finished in two years? >> She finished her undergrad >> She's a very motivated lady. >> She's so excited. >> She's amazing. >> Wow. >> And she's in a third year master's program right now. I get updates periodically from all the students. How they're doing, how their programs are going. One of the women from our first cohort, Vanessa, is also here at Grace Hopper. So we're going to meet up for dinner tomorrow night. It's really great to follow them as they become confident technologists into their career. >> Great story. >> So I want to ask you, being here at Grace Hopper, it's easy to feel that companies really get it in the sense of the importance of recruiting and retaining women, making sure that there's opportunities for them. But in terms of the state of the industry, and I'm asking LinkedIn which really epitomizes professional career management. >> Yes. >> Do companies get it? Where are we? >> So I think there's several companies that want to do something, I think we're all still trying to figure it out. As sad as that may be at times, but it's a hard problem to solve. When you're at a conference like this and you're like, there's not enough women in tech. There's tons of women in tech. If you have to think about how you're hiring in and if you want different results, you have to do something different. So what are you doing? Your old ways of doing things is not the way to do it, clearly. So how can you pivot and change? So I think they need to continually try different things. But I feel good. I feel we're going to get in that right trajectory, but it's going to take some time. >> Yeah, I think this is algorithm optimization, right? >> Yes, good analogy, good analogy. >> The inputs and the outputs. Are we getting the result that we want? And we're all iterating our algorithms to figure out what's working, and how we can do better. >> New inputs, new inputs. >> Excellent. Well Erika, Sarah, thank you so much. It's always so much fun having you on the show. >> Well thank you for having us, it's fantastic. >> Absolutely >> I'm Rebecca Knight, for Jeff Frick who will be back tomorrow with more from Grace Hopper. See you then. (upbeat music)

>> Announcer: Live, from Stanford University, it's the Cube, covering The Women in Data Science Conference, 2017. >> Welcome back to The Cube, we are live at Stanford University, at the 2nd annual Women in Data Science Conference, this great, fantastic one day technical conference. And we are so excited to be joined by Yael Garten, who was one of the career panelists. Yael, you are the Director of Data Science at LinkedIn, welcome to the cube. >> Yeah, thank you, thanks for having me. So excited to have you here, everybody knows LinkedIn. My parents even have probably multiple LinkedIn accounts, but they do. You've served, what 400 and plus million accounts, I'd love to understand, what is the role, what's the data scientist's role in the business overall? >> Yeah, so I guess when people ask me about data science, what I love to kind of start with is there are a couple different types of data science. And so I would basically say that there are two main categories by which we use data science at LinkedIn. If you think about it, there is really data science where a product of your work is for a human to consume. So using data to help inform business or product strategy, to make better products, make more informed decisions about how you're investing your resources. So that's one side, which is often called decision sciences, or advanced analytics. Another type of data science is where the consumer of the output is a machine. Alright so rather than a human, a machine. So basically they these are things like machine learning models and recommendation systems. So we have really both of those. The second category is what we call data products. And so we use those in virtually everything we do. So on the data products, much of LinkedIn is a data product, it's really based on date. Right, our profiles, our connection graph, the way that people are engaging with LinkedIn helps us improve the product for our members and clients. And then we use that data internally, to really make better decisions, to understand, you know how can we better serve the world's professionals, and make them more productive and successful? >> Right, fantastic, so tell us a little bit about your team. It sounds like it's sort of broken into those two domains. You must have quite a, a large team, or a lean team? >> So yeah, we have, the way we have our team is that we work really closely within all of our product verticals, and we embed closely with the business, to really understand kind of what are the needs. And then we work very cross-functionally. So we will typically have in any group, sort of a product manager, and engineer, a designer, a data scientist, often it's from both kinds of data scientists. So sort of one on the analytic side, one on the machine learning side. Right, marketing, business operation, so really very cross-functional teams working together, using this data. >> Very smart, it sounds very integrated from the beginning, where they kind of by design-- >> Yes. >> So that collaboration is really sort of natural within LinkedIn? >> Yes. >> That's fantastic, very progressive. And certainly it's something that everybody benefits from. >> Yes. >> Right because as whether you're on the advanced analytic side, or on the machine learning side, you're getting exposure to the business side, vice versa, which, that's really a great environment for success. >> Yes, yeah and part of, I think, what I love about LinkedIn is actually our data culture, and how kind of data is infused in the culture of how we do things. >> Right, which is really-- >> Right, not always the case. >> It's not, and it's, cultural shifts have, we were talking about that with a number of guests today, and especially the size of the organization, that's tough. >> Yael: Yes. >> So to have that built in and that integration as part of, this is how we do business is, really you can imagine all the potential and possibilities there. So would love to understand, how is LinkedIn using data to recommend ways to evolve products and services to best serve all of it's members? >> Yeah, so maybe two different examples of how we do this, one is, what we do is every launch that we have, so every feature that we generate, we really do it at an online experimentation setting. So we have a certain feature that we're about to roll out to our members. And we want to make sure that it's a better experience for our members. And better, as measured by kind of the metrics that we've defined in terms of measures of success. And so, which is really aligned to what value we believe we're delivering our members and customers. And so when we roll out features, we'll roll it out to a certain percentage of our users, test the downstream impacts of that, and then decide, based on that, whether we actually roll that feature out to 100% of members. And so that's one of the things that my team is heavily involved in, is really helping to use that data to make sure that we are structuring things in a way that's statistically sound, so that we can measure the impacts correctly, of rolling out certain features. So that's kind of one category of work. And the other category is really to, to do sort of opportunity identification, and kind of deep-dive insights into understanding into a certain product area. Where are there opportunities to improve the product? So one, let me give you a high-level example. One of the ways we might use data is to say okay, Are certain members in certain countries accessing via iOS or Android? And if so, should we be developing more in differentiating between iOS and Android apps? It's one simple example right, where we'll actually decide our R&D investments, based on the data that we're seeing in terms of how people are using our products and do we think that that's important enough of an investment to improve the products and invest in that area? >> Wow very, very smart. What are some of the basic ways that data scientists can deliver more value for their stakeholders, whether they're internal stakeholders, across different functions within the organization, or the members, the external stakeholders? >> Yeah, I think one of the most important things is to really embed closely into these kind of functional or domain areas, and understand qualitatively and quantitatively, what's important. Right, so understanding what the business context is and what problem you're trying to solve. And I think one of the most important that data scientists play a role is actually helping to ensure are we even answering the right question? So as an example, a product manager might ask a data scientist to pull certain data, or to do a certain analysis, and a part of the conversation and the culture has to be what are you trying to get at? What are you trying to understand? And really thinking through is that even the right question to be asking? Or could we ask it in a different way? Because that's going to inform what analysis you do, right what, really what, how you're delivering the results of this analysis to make better decisions. So I think that's a big part of it is, having this iterative process of doing data science. >> Really, it sounds like such and innovative culture, and you're right, looking at the data to determine is this the right next step? Is it not? How do we maybe adapt and change based on really what this data is telling us. If we kind of look at collaboration for a second. You talked about the integrated teams, but I'm wondering how do you scale collaboration within LinkedIn across so many businesses and engineering stakeholders? >> Yeah, so the way I kind of like to think about it is, there's really, you have to invest in culture, process, and tools. So let me start from the bottom up. So on the tools or technology, one of the ways to do it, is actually to create self-served tools, to really democratize the data. So first of all investing in foundations of really good data quality, right, whether you're creating that data yourself, or you're collecting that from externally, from different organizations. Once you have really good data quality, making sure that you have foundations that enable self-serve data basically. So for example, some of the things that data scientists are used today in various companies, really doesn't need a data scientist if you've invested in ways where business partners, let's say, can quarry that data themselves. So they don't need a data scientist to be doing this role. So that's an important investment on the technology side. In addition, making data scientists really productive, by using and investing in tools that will enable them to access the data is really important. So once you have that sort of technology, it enables your data scientist to be productive. The process is really important. So just as an example we have a sort of playbook in terms of how do we launch features? And part of that is kind of bring in data insights, in terms of which features we should be building. And then once you've determined how using the data on those insights, it's okay how are we going to launch this in terms of experimental design and setting? And then what are the success metrics? How are we going to know that this actually a good-- (speaker drowned out by crashing sound) And then once we've launched the experiment, analyzing that, where all of the stakeholders are part of this right? The project manager, the executive, the engineer, the data scientist, and then kind of iterating on the results and deciding what the decision is. So having actually a process that the whole team or the company abides by, really helps at having this collaboration where it's clear what everyone is doing and kind of what's the process by which we use data to develop and to innovate? And then finally culture, I think that's such an important part, and that really needs to be sort of bottoms up, top down, everywhere. It really needs to be a community and a culture where data is discussed and where data is expected, and where decision making really is grounded on, on data. I fundamentally believe that any product being developed, or any decision being made really should be data informed if not data driven. >> Right absolutely. One of the things that I'm hearing in what you're doing is enabling some of business users to be self-sufficient. So you're taking that feedback and that input from the business side to be able to determine what tools they need to have and how you need to enable them so that you've got your resources aligned on certain products. >> Yeah, just as an example, one of the things that we do for example, is we realized over time that, this isn't actually productive, and how do we make ourselves scale, so we started doing data boot camps, for example. >> Interviewer: Okay. >> Where we'll actually train new people coming into the company, on data, and on self-serve tools, and on how to run experiments. And so a variety of different kind of aspects, and even how to work with data scientists productively. So we have actually train that >> fantastic. >> So this data boot camp really helps us to instill a data culture, and it rally empowers the team. >> So this is, anybody coming in, whether they're coming in for a marketing role, or a sales ops role, they get this data boot camp? >> Yeah. >> Wow. >> And it's open to anyone and you know, it yeah, typically is going to be a certain subset of those people, but it really is open to anyone, and we're talking about more ways of how do we scale that and maybe how we put that on LinkedIn learning and make that more broadly accessible. >> Yeah. >> Yeah. >> So you have quite a big team, how do you keep all of the data scientists that you've got happy, what are the challenges that they face, how do you evaluate those challenges and move forward so that they have an opportunity to make an impact at LinkedIn? >> Yeah, so part of the things are actually the things that I mentioned right? So a culture of data so a, it's really important when we see that this is not happening, actually addressing that. So data scientists are going to thrive in a community where data is valued, and where data scientists are valued, so that's actually a really important aspect. And you know luckily people come to use because they know that we do value data. But I think that that's very important for any company and so, I advise startups as well, and this is one of the things that I tell people that are founding companies, is you have to have a culture which values data to attract data scientists, because otherwise they have other options. The other thing is having these, these foundations that enable them to be productive. Right, so these tools and these systems that enable them to really do high-value work, and invest in the right areas. So start graduating from doing things that are more, maybe repetitive or low-level and figure out how do you scale that so that you can have data scientists really, efficiently using their time for things that only they can do? >> Right, I love that this culture is sort of grooming them. One of the things that, a couple things I read recently. One, was that, I think it was Forbes that said, 2017, the best job to apply for is data scientist. But, from an trends perspective, it's looking that by 2018, there's going to be a demand so high, there's not going to be enough talent. How are, what's your perspective on LinkedIn? Are you, have you, it sounds like from a foundational perspective, it is a data driven company that really values data, is that something that you see as a potential issue or you really have built a culture of such, not just collaboration and innovation, but education that LinkedIn is in a very good position? >> Yeah, well so one thing is that, I didn't mention in terms of the happiness factor right? Is that it is actually a place where data scientists look for a place where they can also grow and learn and be with other like-minded data scientists. So I think that's something that we strongly support, again for companies that, people that may be viewing this and are not in such environments, there are a lot of ways to do this. So keeping data scientists happy also can be facilitating meetups, right with data scientists from your local region, and so those are ways that people share information and share techniques and share challenges even right? >> Interviewer: Yeah. >> Because this a growing and evolving field. And so that's, having that community and one of the things that's amazing about this conference is that it's creating this community of data scientists that are all sharing successes and failures as data science is evolving. The other thing is that data science draws from so many different backgrounds right? >> Yeah. >> It's a broad field, right, and there's so many different kinds of data science, and even that is getting both more specialized and more broad. So I think that part of it is also looking at different backgrounds, different educational backgrounds and figuring out how can you expand the pool of people that you're looking at, you know that are data scientists? >> Interviewer: Right. >> And how do you augment what skills they may not have yet, you know, on the job or through training or through online education, and so we're looking at all of these ways so. >> That's fantastic, we've heard a lot of that today. The fact that, the core data science skills are still absolutely vital, but there's some other sort of softer skills, you talked about sharing. Communication has come up a number of times today. It's really a key, not only to be able to understand and interpret the data from a creative perspective and communicate what the data say. But to your point, to grow and learn and keep the data scientists happy, that social skill element is quite important. >> Yael: Yes. >> So that was, that was an interesting learning that I heard today, and I'm sure you've heard many interesting things today that have inspired you as well. >> Yeah, and that's something that you know, creating this culture is something that even data science leaders around the world, where we're discussing this and talking about this, you know what are the challenges? And how do we evolve this field? And how do we help define and help kind of groom the next generation of data scientists? >> Interviewer: Right. >> And to be in a more stable and be in a better place than where we were and to help to continue to evolve it, and so it is yeah. >> Evolution, it's a great word. I think that that's another theme that we've heard today and as much as I'm sure you've inspired and educated these women that are here. Not just in person today, but all the what 70, 70 cities and 25 countries it's being live streamed. >> Yael: Yeah, it was 80 cities and six continets. >> It's growing it's amazing. >> And yeah. >> And I'm sure that they'd vote a 10 from you, but it's probably just in the little bit that we've had a time to chat, I'm sure that you're probably gleaning a lot from them as well. >> Yeah, definitely, absolutely. >> And it's the, we're scratching the surface. >> Yes, absolutely and so there are many more years to come. >> Interviewer: Exactly, Yeal thank you so much for joining us on The Cube. >> Thank you, it's pleasure. >> It's a pleasure talking to you, we wish you continued success at LinkedIn. >> Thank you, it's a pleasure. >> And we want to thank you for watching The Cube. We've had a great day at the 2nd annual Women in Data Science conference at Stanford University. Join the conversation #wids2017. Thanks so much for watching, we'll see ya next time. 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>> From theCUBE Studios in Palo Alto and Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. >> Spark became a top level Apache project in 2014, and then shortly thereafter, burst onto the big data scene. Spark, along with the cloud, transformed and in many ways, disrupted the big data market. Databricks optimized its tech stack for Spark and took advantage of the cloud to really cleverly deliver a managed service that has become a leading AI and data platform among data scientists and data engineers. However, emerging customer data requirements are shifting into a direction that will cause modern data platform players generally and Databricks, specifically, we think, to make some key directional decisions and perhaps even reinvent themselves. Hello and welcome to this week's wikibon theCUBE Insights, powered by ETR. In this Breaking Analysis, we're going to do a deep dive into Databricks. We'll explore its current impressive market momentum. We're going to use some ETR survey data to show that, and then we'll lay out how customer data requirements are changing and what the ideal data platform will look like in the midterm future. We'll then evaluate core elements of the Databricks portfolio against that vision, and then we'll close with some strategic decisions that we think the company faces. And to do so, we welcome in our good friend, George Gilbert, former equities analyst, market analyst, and current Principal at TechAlpha Partners. George, good to see you. Thanks for coming on. >> Good to see you, Dave. >> All right, let me set this up. We're going to start by taking a look at where Databricks sits in the market in terms of how customers perceive the company and what it's momentum looks like. And this chart that we're showing here is data from ETS, the emerging technology survey of private companies. The N is 1,421. What we did is we cut the data on three sectors, analytics, database-data warehouse, and AI/ML. The vertical axis is a measure of customer sentiment, which evaluates an IT decision maker's awareness of the firm and the likelihood of engaging and/or purchase intent. The horizontal axis shows mindshare in the dataset, and we've highlighted Databricks, which has been a consistent high performer in this survey over the last several quarters. And as we, by the way, just as aside as we previously reported, OpenAI, which burst onto the scene this past quarter, leads all names, but Databricks is still prominent. You can see that the ETR shows some open source tools for reference, but as far as firms go, Databricks is very impressively positioned. Now, let's see how they stack up to some mainstream cohorts in the data space, against some bigger companies and sometimes public companies. This chart shows net score on the vertical axis, which is a measure of spending momentum and pervasiveness in the data set is on the horizontal axis. You can see that chart insert in the upper right, that informs how the dots are plotted, and net score against shared N. And that red dotted line at 40% indicates a highly elevated net score, anything above that we think is really, really impressive. And here we're just comparing Databricks with Snowflake, Cloudera, and Oracle. And that squiggly line leading to Databricks shows their path since 2021 by quarter. And you can see it's performing extremely well, maintaining an elevated net score and net range. Now it's comparable in the vertical axis to Snowflake, and it consistently is moving to the right and gaining share. Now, why did we choose to show Cloudera and Oracle? The reason is that Cloudera got the whole big data era started and was disrupted by Spark. And of course the cloud, Spark and Databricks and Oracle in many ways, was the target of early big data players like Cloudera. Take a listen to Cloudera CEO at the time, Mike Olson. This is back in 2010, first year of theCUBE, play the clip. >> Look, back in the day, if you had a data problem, if you needed to run business analytics, you wrote the biggest check you could to Sun Microsystems, and you bought a great big, single box, central server, and any money that was left over, you handed to Oracle for a database licenses and you installed that database on that box, and that was where you went for data. That was your temple of information. >> Okay? So Mike Olson implied that monolithic model was too expensive and inflexible, and Cloudera set out to fix that. But the best laid plans, as they say, George, what do you make of the data that we just shared? >> So where Databricks has really come up out of sort of Cloudera's tailpipe was they took big data processing, made it coherent, made it a managed service so it could run in the cloud. So it relieved customers of the operational burden. Where they're really strong and where their traditional meat and potatoes or bread and butter is the predictive and prescriptive analytics that building and training and serving machine learning models. They've tried to move into traditional business intelligence, the more traditional descriptive and diagnostic analytics, but they're less mature there. So what that means is, the reason you see Databricks and Snowflake kind of side by side is there are many, many accounts that have both Snowflake for business intelligence, Databricks for AI machine learning, where Snowflake, I'm sorry, where Databricks also did really well was in core data engineering, refining the data, the old ETL process, which kind of turned into ELT, where you loaded into the analytic repository in raw form and refine it. And so people have really used both, and each is trying to get into the other. >> Yeah, absolutely. We've reported on this quite a bit. Snowflake, kind of moving into the domain of Databricks and vice versa. And the last bit of ETR evidence that we want to share in terms of the company's momentum comes from ETR's Round Tables. They're run by Erik Bradley, and now former Gartner analyst and George, your colleague back at Gartner, Daren Brabham. And what we're going to show here is some direct quotes of IT pros in those Round Tables. There's a data science head and a CIO as well. Just make a few call outs here, we won't spend too much time on it, but starting at the top, like all of us, we can't talk about Databricks without mentioning Snowflake. Those two get us excited. Second comment zeros in on the flexibility and the robustness of Databricks from a data warehouse perspective. And then the last point is, despite competition from cloud players, Databricks has reinvented itself a couple of times over the year. And George, we're going to lay out today a scenario that perhaps calls for Databricks to do that once again. >> Their big opportunity and their big challenge for every tech company, it's managing a technology transition. The transition that we're talking about is something that's been bubbling up, but it's really epical. First time in 60 years, we're moving from an application-centric view of the world to a data-centric view, because decisions are becoming more important than automating processes. So let me let you sort of develop. >> Yeah, so let's talk about that here. We going to put up some bullets on precisely that point and the changing sort of customer environment. So you got IT stacks are shifting is George just said, from application centric silos to data centric stacks where the priority is shifting from automating processes to automating decision. You know how look at RPA and there's still a lot of automation going on, but from the focus of that application centricity and the data locked into those apps, that's changing. Data has historically been on the outskirts in silos, but organizations, you think of Amazon, think Uber, Airbnb, they're putting data at the core, and logic is increasingly being embedded in the data instead of the reverse. In other words, today, the data's locked inside the app, which is why you need to extract that data is sticking it to a data warehouse. The point, George, is we're putting forth this new vision for how data is going to be used. And you've used this Uber example to underscore the future state. Please explain? >> Okay, so this is hopefully an example everyone can relate to. The idea is first, you're automating things that are happening in the real world and decisions that make those things happen autonomously without humans in the loop all the time. So to use the Uber example on your phone, you call a car, you call a driver. Automatically, the Uber app then looks at what drivers are in the vicinity, what drivers are free, matches one, calculates an ETA to you, calculates a price, calculates an ETA to your destination, and then directs the driver once they're there. The point of this is that that cannot happen in an application-centric world very easily because all these little apps, the drivers, the riders, the routes, the fares, those call on data locked up in many different apps, but they have to sit on a layer that makes it all coherent. >> But George, so if Uber's doing this, doesn't this tech already exist? Isn't there a tech platform that does this already? >> Yes, and the mission of the entire tech industry is to build services that make it possible to compose and operate similar platforms and tools, but with the skills of mainstream developers in mainstream corporations, not the rocket scientists at Uber and Amazon. >> Okay, so we're talking about horizontally scaling across the industry, and actually giving a lot more organizations access to this technology. So by way of review, let's summarize the trend that's going on today in terms of the modern data stack that is propelling the likes of Databricks and Snowflake, which we just showed you in the ETR data and is really is a tailwind form. So the trend is toward this common repository for analytic data, that could be multiple virtual data warehouses inside of Snowflake, but you're in that Snowflake environment or Lakehouses from Databricks or multiple data lakes. And we've talked about what JP Morgan Chase is doing with the data mesh and gluing data lakes together, you've got various public clouds playing in this game, and then the data is annotated to have a common meaning. In other words, there's a semantic layer that enables applications to talk to the data elements and know that they have common and coherent meaning. So George, the good news is this approach is more effective than the legacy monolithic models that Mike Olson was talking about, so what's the problem with this in your view? >> So today's data platforms added immense value 'cause they connected the data that was previously locked up in these monolithic apps or on all these different microservices, and that supported traditional BI and AI/ML use cases. But now if we want to build apps like Uber or Amazon.com, where they've got essentially an autonomously running supply chain and e-commerce app where humans only care and feed it. But the thing is figuring out what to buy, when to buy, where to deploy it, when to ship it. We needed a semantic layer on top of the data. So that, as you were saying, the data that's coming from all those apps, the different apps that's integrated, not just connected, but it means the same. And the issue is whenever you add a new layer to a stack to support new applications, there are implications for the already existing layers, like can they support the new layer and its use cases? So for instance, if you add a semantic layer that embeds app logic with the data rather than vice versa, which we been talking about and that's been the case for 60 years, then the new data layer faces challenges that the way you manage that data, the way you analyze that data, is not supported by today's tools. >> Okay, so actually Alex, bring me up that last slide if you would, I mean, you're basically saying at the bottom here, today's repositories don't really do joins at scale. The future is you're talking about hundreds or thousands or millions of data connections, and today's systems, we're talking about, I don't know, 6, 8, 10 joins and that is the fundamental problem you're saying, is a new data error coming and existing systems won't be able to handle it? >> Yeah, one way of thinking about it is that even though we call them relational databases, when we actually want to do lots of joins or when we want to analyze data from lots of different tables, we created a whole new industry for analytic databases where you sort of mung the data together into fewer tables. So you didn't have to do as many joins because the joins are difficult and slow. And when you're going to arbitrarily join thousands, hundreds of thousands or across millions of elements, you need a new type of database. We have them, they're called graph databases, but to query them, you go back to the prerelational era in terms of their usability. >> Okay, so we're going to come back to that and talk about how you get around that problem. But let's first lay out what the ideal data platform of the future we think looks like. And again, we're going to come back to use this Uber example. In this graphic that George put together, awesome. We got three layers. The application layer is where the data products reside. The example here is drivers, rides, maps, routes, ETA, et cetera. The digital version of what we were talking about in the previous slide, people, places and things. The next layer is the data layer, that breaks down the silos and connects the data elements through semantics and everything is coherent. And then the bottom layers, the legacy operational systems feed that data layer. George, explain what's different here, the graph database element, you talk about the relational query capabilities, and why can't I just throw memory at solving this problem? >> Some of the graph databases do throw memory at the problem and maybe without naming names, some of them live entirely in memory. And what you're dealing with is a prerelational in-memory database system where you navigate between elements, and the issue with that is we've had SQL for 50 years, so we don't have to navigate, we can say what we want without how to get it. That's the core of the problem. >> Okay. So if I may, I just want to drill into this a little bit. So you're talking about the expressiveness of a graph. Alex, if you'd bring that back out, the fourth bullet, expressiveness of a graph database with the relational ease of query. Can you explain what you mean by that? >> Yeah, so graphs are great because when you can describe anything with a graph, that's why they're becoming so popular. Expressive means you can represent anything easily. They're conducive to, you might say, in a world where we now want like the metaverse, like with a 3D world, and I don't mean the Facebook metaverse, I mean like the business metaverse when we want to capture data about everything, but we want it in context, we want to build a set of digital twins that represent everything going on in the world. And Uber is a tiny example of that. Uber built a graph to represent all the drivers and riders and maps and routes. But what you need out of a database isn't just a way to store stuff and update stuff. You need to be able to ask questions of it, you need to be able to query it. And if you go back to prerelational days, you had to know how to find your way to the data. It's sort of like when you give directions to someone and they didn't have a GPS system and a mapping system, you had to give them turn by turn directions. Whereas when you have a GPS and a mapping system, which is like the relational thing, you just say where you want to go, and it spits out the turn by turn directions, which let's say, the car might follow or whoever you're directing would follow. But the point is, it's much easier in a relational database to say, "I just want to get these results. You figure out how to get it." The graph database, they have not taken over the world because in some ways, it's taking a 50 year leap backwards. >> Alright, got it. Okay. Let's take a look at how the current Databricks offerings map to that ideal state that we just laid out. So to do that, we put together this chart that looks at the key elements of the Databricks portfolio, the core capability, the weakness, and the threat that may loom. Start with the Delta Lake, that's the storage layer, which is great for files and tables. It's got true separation of compute and storage, I want you to double click on that George, as independent elements, but it's weaker for the type of low latency ingest that we see coming in the future. And some of the threats highlighted here. AWS could add transactional tables to S3, Iceberg adoption is picking up and could accelerate, that could disrupt Databricks. George, add some color here please? >> Okay, so this is the sort of a classic competitive forces where you want to look at, so what are customers demanding? What's competitive pressure? What are substitutes? Even what your suppliers might be pushing. Here, Delta Lake is at its core, a set of transactional tables that sit on an object store. So think of it in a database system, this is the storage engine. So since S3 has been getting stronger for 15 years, you could see a scenario where they add transactional tables. We have an open source alternative in Iceberg, which Snowflake and others support. But at the same time, Databricks has built an ecosystem out of tools, their own and others, that read and write to Delta tables, that's what makes the Delta Lake and ecosystem. So they have a catalog, the whole machine learning tool chain talks directly to the data here. That was their great advantage because in the past with Snowflake, you had to pull all the data out of the database before the machine learning tools could work with it, that was a major shortcoming. They fixed that. But the point here is that even before we get to the semantic layer, the core foundation is under threat. >> Yep. Got it. Okay. We got a lot of ground to cover. So we're going to take a look at the Spark Execution Engine next. Think of that as the refinery that runs really efficient batch processing. That's kind of what disrupted the DOOp in a large way, but it's not Python friendly and that's an issue because the data science and the data engineering crowd are moving in that direction, and/or they're using DBT. George, we had Tristan Handy on at Supercloud, really interesting discussion that you and I did. Explain why this is an issue for Databricks? >> So once the data lake was in place, what people did was they refined their data batch, and Spark has always had streaming support and it's gotten better. The underlying storage as we've talked about is an issue. But basically they took raw data, then they refined it into tables that were like customers and products and partners. And then they refined that again into what was like gold artifacts, which might be business intelligence metrics or dashboards, which were collections of metrics. But they were running it on the Spark Execution Engine, which it's a Java-based engine or it's running on a Java-based virtual machine, which means all the data scientists and the data engineers who want to work with Python are really working in sort of oil and water. Like if you get an error in Python, you can't tell whether the problems in Python or where it's in Spark. There's just an impedance mismatch between the two. And then at the same time, the whole world is now gravitating towards DBT because it's a very nice and simple way to compose these data processing pipelines, and people are using either SQL in DBT or Python in DBT, and that kind of is a substitute for doing it all in Spark. So it's under threat even before we get to that semantic layer, it so happens that DBT itself is becoming the authoring environment for the semantic layer with business intelligent metrics. But that's again, this is the second element that's under direct substitution and competitive threat. >> Okay, let's now move down to the third element, which is the Photon. Photon is Databricks' BI Lakehouse, which has integration with the Databricks tooling, which is very rich, it's newer. And it's also not well suited for high concurrency and low latency use cases, which we think are going to increasingly become the norm over time. George, the call out threat here is customers want to connect everything to a semantic layer. Explain your thinking here and why this is a potential threat to Databricks? >> Okay, so two issues here. What you were touching on, which is the high concurrency, low latency, when people are running like thousands of dashboards and data is streaming in, that's a problem because SQL data warehouse, the query engine, something like that matures over five to 10 years. It's one of these things, the joke that Andy Jassy makes just in general, he's really talking about Azure, but there's no compression algorithm for experience. The Snowflake guy started more than five years earlier, and for a bunch of reasons, that lead is not something that Databricks can shrink. They'll always be behind. So that's why Snowflake has transactional tables now and we can get into that in another show. But the key point is, so near term, it's struggling to keep up with the use cases that are core to business intelligence, which is highly concurrent, lots of users doing interactive query. But then when you get to a semantic layer, that's when you need to be able to query data that might have thousands or tens of thousands or hundreds of thousands of joins. And that's a SQL query engine, traditional SQL query engine is just not built for that. That's the core problem of traditional relational databases. >> Now this is a quick aside. We always talk about Snowflake and Databricks in sort of the same context. We're not necessarily saying that Snowflake is in a position to tackle all these problems. We'll deal with that separately. So we don't mean to imply that, but we're just sort of laying out some of the things that Snowflake or rather Databricks customers we think, need to be thinking about and having conversations with Databricks about and we hope to have them as well. We'll come back to that in terms of sort of strategic options. But finally, when come back to the table, we have Databricks' AI/ML Tool Chain, which has been an awesome capability for the data science crowd. It's comprehensive, it's a one-stop shop solution, but the kicker here is that it's optimized for supervised model building. And the concern is that foundational models like GPT could cannibalize the current Databricks tooling, but George, can't Databricks, like other software companies, integrate foundation model capabilities into its platform? >> Okay, so the sound bite answer to that is sure, IBM 3270 terminals could call out to a graphical user interface when they're running on the XT terminal, but they're not exactly good citizens in that world. The core issue is Databricks has this wonderful end-to-end tool chain for training, deploying, monitoring, running inference on supervised models. But the paradigm there is the customer builds and trains and deploys each model for each feature or application. In a world of foundation models which are pre-trained and unsupervised, the entire tool chain is different. So it's not like Databricks can junk everything they've done and start over with all their engineers. They have to keep maintaining what they've done in the old world, but they have to build something new that's optimized for the new world. It's a classic technology transition and their mentality appears to be, "Oh, we'll support the new stuff from our old stuff." Which is suboptimal, and as we'll talk about, their biggest patron and the company that put them on the map, Microsoft, really stopped working on their old stuff three years ago so that they could build a new tool chain optimized for this new world. >> Yeah, and so let's sort of close with what we think the options are and decisions that Databricks has for its future architecture. They're smart people. I mean we've had Ali Ghodsi on many times, super impressive. I think they've got to be keenly aware of the limitations, what's going on with foundation models. But at any rate, here in this chart, we lay out sort of three scenarios. One is re-architect the platform by incrementally adopting new technologies. And example might be to layer a graph query engine on top of its stack. They could license key technologies like graph database, they could get aggressive on M&A and buy-in, relational knowledge graphs, semantic technologies, vector database technologies. George, as David Floyer always says, "A lot of ways to skin a cat." We've seen companies like, even think about EMC maintained its relevance through M&A for many, many years. George, give us your thought on each of these strategic options? >> Okay, I find this question the most challenging 'cause remember, I used to be an equity research analyst. I worked for Frank Quattrone, we were one of the top tech shops in the banking industry, although this is 20 years ago. But the M&A team was the top team in the industry and everyone wanted them on their side. And I remember going to meetings with these CEOs, where Frank and the bankers would say, "You want us for your M&A work because we can do better." And they really could do better. But in software, it's not like with EMC in hardware because with hardware, it's easier to connect different boxes. With software, the whole point of a software company is to integrate and architect the components so they fit together and reinforce each other, and that makes M&A harder. You can do it, but it takes a long time to fit the pieces together. Let me give you examples. If they put a graph query engine, let's say something like TinkerPop, on top of, I don't even know if it's possible, but let's say they put it on top of Delta Lake, then you have this graph query engine talking to their storage layer, Delta Lake. But if you want to do analysis, you got to put the data in Photon, which is not really ideal for highly connected data. If you license a graph database, then most of your data is in the Delta Lake and how do you sync it with the graph database? If you do sync it, you've got data in two places, which kind of defeats the purpose of having a unified repository. I find this semantic layer option in number three actually more promising, because that's something that you can layer on top of the storage layer that you have already. You just have to figure out then how to have your query engines talk to that. What I'm trying to highlight is, it's easy as an analyst to say, "You can buy this company or license that technology." But the really hard work is making it all work together and that is where the challenge is. >> Yeah, and well look, I thank you for laying that out. We've seen it, certainly Microsoft and Oracle. I guess you might argue that well, Microsoft had a monopoly in its desktop software and was able to throw off cash for a decade plus while it's stock was going sideways. Oracle had won the database wars and had amazing margins and cash flow to be able to do that. Databricks isn't even gone public yet, but I want to close with some of the players to watch. Alex, if you'd bring that back up, number four here. AWS, we talked about some of their options with S3 and it's not just AWS, it's blob storage, object storage. Microsoft, as you sort of alluded to, was an early go-to market channel for Databricks. We didn't address that really. So maybe in the closing comments we can. Google obviously, Snowflake of course, we're going to dissect their options in future Breaking Analysis. Dbt labs, where do they fit? Bob Muglia's company, Relational.ai, why are these players to watch George, in your opinion? >> So everyone is trying to assemble and integrate the pieces that would make building data applications, data products easy. And the critical part isn't just assembling a bunch of pieces, which is traditionally what AWS did. It's a Unix ethos, which is we give you the tools, you put 'em together, 'cause you then have the maximum choice and maximum power. So what the hyperscalers are doing is they're taking their key value stores, in the case of ASW it's DynamoDB, in the case of Azure it's Cosmos DB, and each are putting a graph query engine on top of those. So they have a unified storage and graph database engine, like all the data would be collected in the key value store. Then you have a graph database, that's how they're going to be presenting a foundation for building these data apps. Dbt labs is putting a semantic layer on top of data lakes and data warehouses and as we'll talk about, I'm sure in the future, that makes it easier to swap out the underlying data platform or swap in new ones for specialized use cases. Snowflake, what they're doing, they're so strong in data management and with their transactional tables, what they're trying to do is take in the operational data that used to be in the province of many state stores like MongoDB and say, "If you manage that data with us, it'll be connected to your analytic data without having to send it through a pipeline." And that's hugely valuable. Relational.ai is the wildcard, 'cause what they're trying to do, it's almost like a holy grail where you're trying to take the expressiveness of connecting all your data in a graph but making it as easy to query as you've always had it in a SQL database or I should say, in a relational database. And if they do that, it's sort of like, it'll be as easy to program these data apps as a spreadsheet was compared to procedural languages, like BASIC or Pascal. That's the implications of Relational.ai. >> Yeah, and again, we talked before, why can't you just throw this all in memory? We're talking in that example of really getting down to differences in how you lay the data out on disk in really, new database architecture, correct? >> Yes. And that's why it's not clear that you could take a data lake or even a Snowflake and why you can't put a relational knowledge graph on those. You could potentially put a graph database, but it'll be compromised because to really do what Relational.ai has done, which is the ease of Relational on top of the power of graph, you actually need to change how you're storing your data on disk or even in memory. So you can't, in other words, it's not like, oh we can add graph support to Snowflake, 'cause if you did that, you'd have to change, or in your data lake, you'd have to change how the data is physically laid out. And then that would break all the tools that talk to that currently. >> What in your estimation, is the timeframe where this becomes critical for a Databricks and potentially Snowflake and others? I mentioned earlier midterm, are we talking three to five years here? Are we talking end of decade? What's your radar say? >> I think something surprising is going on that's going to sort of come up the tailpipe and take everyone by storm. All the hype around business intelligence metrics, which is what we used to put in our dashboards where bookings, billings, revenue, customer, those things, those were the key artifacts that used to live in definitions in your BI tools, and DBT has basically created a standard for defining those so they live in your data pipeline or they're defined in their data pipeline and executed in the data warehouse or data lake in a shared way, so that all tools can use them. This sounds like a digression, it's not. All this stuff about data mesh, data fabric, all that's going on is we need a semantic layer and the business intelligence metrics are defining common semantics for your data. And I think we're going to find by the end of this year, that metrics are how we annotate all our analytic data to start adding common semantics to it. And we're going to find this semantic layer, it's not three to five years off, it's going to be staring us in the face by the end of this year. >> Interesting. And of course SVB today was shut down. We're seeing serious tech headwinds, and oftentimes in these sort of downturns or flat turns, which feels like this could be going on for a while, we emerge with a lot of new players and a lot of new technology. George, we got to leave it there. Thank you to George Gilbert for excellent insights and input for today's episode. I want to thank Alex Myerson who's on production and manages the podcast, of course Ken Schiffman as well. Kristin Martin and Cheryl Knight help get the word out on social media and in our newsletters. And Rob Hof is our EIC over at Siliconangle.com, he does some great editing. Remember all these episodes, they're available as podcasts. Wherever you listen, all you got to do is search Breaking Analysis Podcast, we publish each week on wikibon.com and siliconangle.com, or you can email me at David.Vellante@siliconangle.com, or DM me @DVellante. Comment on our LinkedIn post, and please do check out ETR.ai, great survey data, enterprise tech focus, phenomenal. This is Dave Vellante for theCUBE Insights powered by ETR. Thanks for watching, and we'll see you next time on Breaking Analysis.

(ambient music) >> Good morning, everyone. Lisa Martin with theCUBE, live at the eighth Annual Women in Data Science Conference. This is one of my absolute favorite events of the year. We engage with tons of great inspirational speakers, men and women, and what's happening with WiDS is a global movement. I've got two fabulous co-hosts with me today that you're going to be hearing and meeting. Please welcome Tracy Zhang and Hannah Freitag, who are both from the sata journalism program, master's program, at Stanford. So great to have you guys. >> So excited to be here. >> So data journalism's so interesting. Tracy, tell us a little bit about you, what you're interested in, and then Hannah we'll have you do the same thing. >> Yeah >> Yeah, definitely. I definitely think data journalism is very interesting, and in fact, I think, what is data journalism? Is definitely one of the big questions that we ask during the span of one year, which is the length of our program. And yeah, like you said, I'm in this data journalism master program, and I think coming in I just wanted to pivot from my undergrad studies, which is more like a traditional journalism, into data. We're finding stories through data, so that's why I'm also very excited about meeting these speakers for today because they're all, they have different backgrounds, but they all ended up in data science. So I think they'll be very inspirational and I can't wait to talk to them. >> Data in stories, I love that. Hannah, tell us a little bit about you. >> Yeah, so before coming to Stanford, I was a research assistant at Humboldt University in Berlin, so I was in political science research. And I love to work with data sets and data, but I figured that, for me, I don't want this story to end up in a research paper, which is only very limited in terms of the audience. And I figured, okay, data journalism is the perfect way to tell stories and use data to illustrate anecdotes, but to make it comprehensive and accessible for a broader audience. So then I found this program at Stanford and I was like, okay, that's the perfect transition from political science to journalism, and to use data to tell data-driven stories. So I'm excited to be in this program, I'm excited for the conference today and to hear from these amazing women who work in data science. >> You both brought up great points, and we were chatting earlier that there's a lot of diversity in background. >> Tracy: Definitely. >> Not everyone was in STEM as a young kid or studied computer science. Maybe some are engineering, maybe some are are philosophy or economic, it's so interesting. And what I find year after year at WiDS is it brings in so much thought diversity. And that's what being data-driven really demands. It demands that unbiased approach, that diverse, a spectrum of diverse perspectives, and we definitely get that at WiDS. There's about 350 people in person here, but as I mentioned in the opening, hundreds of thousands will engage throughout the year, tens of thousands probably today at local events going on across the globe. And it just underscores the importance of every organization, whether it's a bank or a grocer, has to be data-driven. We have that expectation as consumers in our consumer lives, and even in our business lives, that I'm going to engage with a business, whatever it is, and they're going to know about me, they're going to deliver me a personalized experience that's relevant to me and my history. And all that is powered by data science, which is I think it's fascinating. >> Yeah, and the great way is if you combine data with people. Because after all, large data sets, they oftentimes consist of stories or data that affects people. And to find these stories or advanced research in whatever fields, maybe in the financial business, or in health, as you mentioned, the variety of fields, it's very powerful, powerful tool to use. >> It's a very power, oh, go ahead Tracy. >> No, definitely. I just wanted to build off of that. It's important to put a face on data. So a dataset without a name is just some numbers, but if there's a story, then I think it means something too. And I think Margot was talking about how data science is about knowing or understanding the past, I think that's very interesting. That's a method for us to know who we are. >> Definitely. There's so many opportunities. I wanted to share some of the statistics from AnitaB.org that I was just looking at from 2022. We always talk at events like WiDS, and some of the other women in tech things, theCUBE is very much pro-women in tech, and has been for a very long, since the beginning of theCUBE. But we've seen the numbers of women technologists historically well below 25%, and we see attrition rates are high. And so we often talk about, well, what can we do? And part of that is raising the awareness. And that's one of the great things about WiDS, especially WiDS happening on International Women's Day, today, March 8th, and around event- >> Tracy: A big holiday. >> Exactly. But one of the nice things I was looking at, the AnitaB.org research, is that representation of tech women is on the rise, still below pre-pandemic levels, but it's actually nearly 27% of women in technical roles. And that's an increase, slow increase, but the needle is moving. We're seeing much more gender diversity across a lot of career levels, which is exciting. But some of the challenges remain. I mean, the representation of women technologists is growing, except at the intern level. And I thought that was really poignant. We need to be opening up that pipeline and going younger. And you'll hear a lot of those conversations today about, what are we doing to reach girls in grade school, 10 year olds, 12 year olds, those in high school? How do we help foster them through their undergrad studies- >> And excite them about science and all these fields, for sure. >> What do you think, Hannah, on that note, and I'll ask you the same question, what do you think can be done? The theme of this year's International Women's Day is Embrace Equity. What do you think can be done on that intern problem to help really dial up the volume on getting those younger kids interested, one, earlier, and two, helping them stay interested? >> Yeah. Yeah, that's a great question. I think it's important to start early, as you said, in school. Back in the day when I went to high school, we had this one day per year where we could explore as girls, explore a STEM job and go into the job for one day and see how it's like to work in a, I dunno, in IT or in data science, so that's a great first step. But as you mentioned, it's important to keep girls and women excited about this field and make them actually pursue this path. So I think conferences or networking is very powerful. Also these days with social media and technology, we have more ability and greater ways to connect. And I think we should even empower ourselves even more to pursue this path if we're interested in data science, and not be like, okay, maybe it's not for me, or maybe as a woman I have less chances. So I think it's very important to connect with other women, and this is what WiDS is great about. >> WiDS is so fantastic for that network effect, as you talked about. It's always such, as I was telling you about before we went live, I've covered five or six WiDS for theCUBE, and it's always such a day of positivity, it's a day of of inclusivity, which is exactly what Embrace Equity is really kind of about. Tracy, talk a little bit about some of the things that you see that will help with that hashtag Embrace Equity kind of pulling it, not just to tech. Because we're talking and we saw Meta was a keynote who's going to come to talk with Hannah and me in a little bit, we see Total Energies on the program today, we see Microsoft, Intuit, Boeing Air Company. What are some of the things you think that can be done to help inspire, say, little Tracy back in the day to become interested in STEM or in technology or in data? What do you think companies can and should be doing to dial up the volume for those youngsters? >> Yeah, 'cause I think somebody was talking about, one of the keynote speakers was talking about how there is a notion that girls just can't be data scientists. girls just can't do science. And I think representation definitely matters. If three year old me see on TV that all the scientists are women, I think I would definitely have the notion that, oh, this might be a career choice for me and I can definitely also be a scientist if I want. So yeah, I think representation definitely matters and that's why conference like this will just show us how these women are great in their fields. They're great data scientists that are bringing great insight to the company and even to the social good as well. So yeah, I think that's very important just to make women feel seen in this data science field and to listen to the great woman who's doing amazing work. >> Absolutely. There's a saying, you can't be what you can't see. >> Exactly. >> And I like to say, I like to flip it on its head, 'cause we can talk about some of the negatives, but there's a lot of positives and I want to share some of those in a minute, is that we need to be, that visibility that you talked about, the awareness that you talked about, it needs to be there but it needs to be sustained and maintained. And an organization like WiDS and some of the other women in tech events that happen around the valley here and globally, are all aimed at raising the profile of these women so that the younger, really, all generations can see what they can be. We all, the funny thing is, we all have this expectation whether we're transacting on Uber ride or we are on Netflix or we're buying something on Amazon, we can get it like that. They're going to know who I am, they're going to know what I want, they're going to want to know what I just bought or what I just watched. Don't serve me up something that I've already done that. >> Hannah: Yeah. >> Tracy: Yeah. >> So that expectation that everyone has is all about data, though we don't necessarily think about it like that. >> Hannah: Exactly. >> Tracy: Exactly. >> But it's all about the data that, the past data, the data science, as well as the realtime data because we want to have these experiences that are fresh, in the moment, and super relevant. So whether women recognize it or not, they're data driven too. Whether or not you're in data science, we're all driven by data and we have these expectations that every business is going to meet it. >> Exactly. >> Yeah. And circling back to young women, I think it's crucial and important to have role models. As you said, if you see someone and you're younger and you're like, oh I want to be like her. I want to follow this path, and have inspiration and a role model, someone you look up to and be like, okay, this is possible if I study the math part or do the physics, and you kind of have a goal and a vision in mind, I think that's really important to drive you. >> Having those mentors and sponsors, something that's interesting is, I always, everyone knows what a mentor is, somebody that you look up to, that can guide you, that you admire. I didn't learn what a sponsor was until a Women in Tech event a few years ago that we did on theCUBE. And I was kind of, my eyes were open but I didn't understand the difference between a mentor and a sponsor. And then it got me thinking, who are my sponsors? And I started going through LinkedIn, oh, he's a sponsor, she's a sponsor, people that help really propel you forward, your recommenders, your champions, and it's so important at every level to build that network. And we have, to your point, Hannah, there's so much potential here for data drivenness across the globe, and there's so much potential for women. One of the things I also learned recently , and I wanted to share this with you 'cause I'm not sure if you know this, ChatGPT, exploding, I was on it yesterday looking at- >> Everyone talking about it. >> What's hot in data science? And it was kind of like, and I actually asked it, what was hot in data science in 2023? And it told me that it didn't know anything prior to 2021. >> Tracy: Yes. >> Hannah: Yeah. >> So I said, Oh, I'm so sorry. But everyone's talking about ChatGPT, it is the most advanced AI chatbot ever released to the masses, it's on fire. They're likening it to the launch of the iPhone, 100 million-plus users. But did you know that the CTO of ChatGPT is a woman? >> Tracy: I did not know, but I learned that. >> I learned that a couple days ago, Mira Murati, and of course- >> I love it. >> She's been, I saw this great profile piece on her on Fast Company, but of course everything that we're hearing about with respect to ChatGPT, a lot on the CEO. But I thought we need to help dial up the profile of the CTO because she's only 35, yet she is at the helm of one of the most groundbreaking things in our lifetime we'll probably ever see. Isn't that cool? >> That is, yeah, I completely had no idea. >> I didn't either. I saw it on LinkedIn over the weekend and I thought, I have to talk about that because it's so important when we talk about some of the trends, other trends from AnitaB.org, I talked about some of those positive trends. Overall hiring has rebounded in '22 compared to pre-pandemic levels. And we see also 51% more women being hired in '22 than '21. So the data, it's all about data, is showing us things are progressing quite slowly. But one of the biggest challenges that's still persistent is attrition. So we were talking about, Hannah, what would your advice be? How would you help a woman stay in tech? We saw that attrition last year in '22 according to AnitaB.org, more than doubled. So we're seeing women getting into the field and dropping out for various reasons. And so that's still an extent concern that we have. What do you think would motivate you to stick around if you were in a technical role? Same question for you in a minute. >> Right, you were talking about how we see an increase especially in the intern level for women. And I think if, I don't know, this is a great for a start point for pushing the momentum to start growth, pushing the needle rightwards. But I think if we can see more increase in the upper level, the women representation in the upper level too, maybe that's definitely a big goal and something we should work towards to. >> Lisa: Absolutely. >> But if there's more representation up in the CTO position, like in the managing level, I think that will definitely be a great factor to keep women in data science. >> I was looking at some trends, sorry, Hannah, forgetting what this source was, so forgive me, that was showing that there was a trend in the last few years, I think it was Fast Company, of more women in executive positions, specifically chief operating officer positions. What that hasn't translated to, what they thought it might translate to, is more women going from COO to CEO and we're not seeing that. We think of, if you ask, name a female executive that you'd recognize, everyone would probably say Sheryl Sandberg. But I was shocked to learn the other day at a Women in Tech event I was doing, that there was a survey done by this organization that showed that 78% of people couldn't identify. So to your point, we need more of them in that visible role, in the executive suite. >> Tracy: Exactly. >> And there's data that show that companies that have women, companies across industries that have women in leadership positions, executive positions I should say, are actually more profitable. So it's kind of like, duh, the data is there, it's telling you this. >> Hannah: Exactly. >> Right? >> And I think also a very important point is work culture and the work environment. And as a woman, maybe if you enter and you work two or three years, and then you have to oftentimes choose, okay, do I want family or do I want my job? And I think that's one of the major tasks that companies face to make it possible for women to combine being a mother and being a great data scientist or an executive or CEO. And I think there's still a lot to be done in this regard to make it possible for women to not have to choose for one thing or the other. And I think that's also a reason why we might see more women at the entry level, but not long-term. Because they are punished if they take a couple years off if they want to have kids. >> I think that's a question we need to ask to men too. >> Absolutely. >> How to balance work and life. 'Cause we never ask that. We just ask the woman. >> No, they just get it done, probably because there's a woman on the other end whose making it happen. >> Exactly. So yeah, another thing to think about, another thing to work towards too. >> Yeah, it's a good point you're raising that we have this conversation together and not exclusively only women, but we all have to come together and talk about how we can design companies in a way that it works for everyone. >> Yeah, and no slight to men at all. A lot of my mentors and sponsors are men. They're just people that I greatly admire who saw raw potential in me 15, 18 years ago, and just added a little water to this little weed and it started to grow. In fact, theCUBE- >> Tracy: And look at you now. >> Look at me now. And theCUBE, the guys Dave Vellante and John Furrier are two of those people that are sponsors of mine. But it needs to be diverse. It needs to be diverse and gender, it needs to include non-binary people, anybody, shouldn't matter. We should be able to collectively work together to solve big problems. Like the propaganda problem that was being discussed in the keynote this morning with respect to China, or climate change. Climate change is a huge challenge. Here, we are in California, we're getting an atmospheric river tomorrow. And Californians and rain, we're not so friendly. But we know that there's massive changes going on in the climate. Data science can help really unlock a lot of the challenges and solve some of the problems and help us understand better. So there's so much real-world implication potential that being data-driven can really lead to. And I love the fact that you guys are studying data journalism. You'll have to help me understand that even more. But we're going to going to have great conversations today, I'm so excited to be co-hosting with both of you. You're going to be inspired, you're going to learn, they're going to learn from us as well. So let's just kind of think of this as a community of men, women, everything in between to really help inspire the current generations, the future generations. And to your point, let's help women feel confident to be able to stay and raise their hand for fast-tracking their careers. >> Exactly. >> What are you guys, last minute, what are you looking forward to most for today? >> Just meeting these great women, I can't wait. >> Yeah, learning from each other. Having this conversation about how we can make data science even more equitable and hear from the great ideas that all these women have. >> Excellent, girls, we're going to have a great day. We're so glad that you're here with us on theCUBE, live at Stanford University, Women in Data Science, the eighth annual conference. I'm Lisa Martin, my two co-hosts for the day, Tracy Zhang, Hannah Freitag, you're going to be seeing a lot of us, we appreciate. Stick around, our first guest joins Hannah and me in just a minute. (ambient music)

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

(gentle music) >> Hello, and welcome to theCUBE's coverage of International Women's Day. I'm John Furrier, host of theCUBE. I've got a great guest here, CUBE alumni and very impressive, inspiring, Rachel Mushahwar Skaff, who's a managing director and general manager at AWS. Rachel, great to see you. Thanks for coming on. >> Thank you so much. It's always a pleasure to be here. You all make such a tremendous impact with reporting out what's happening in the tech space, and frankly, investing in topics like this, so thank you. >> It's our pleasure. Your career has been really impressive. You worked at Intel for almost a decade, and that company is very tech, very focused on Moore's law, cadence of technology power in the industry. Now at AWS, powering next-generation cloud. What inspired you to get into tech? How did you get here and how have you approached your career journey, because it's quite a track record? >> Wow, how long do we have? (Rachel and John laugh) >> John: We can go as long as you want. (laughs) It's great. >> You know, all joking aside, I think at the end of the day, it's about this simple statement. If you don't get goosebumps every single morning that you're waking up to do your job, it's not good enough. And that's a bit about how I've made all of the different career transitions that I have. You know, everything from building out data centers around the world, to leading network and engineering teams, to leading applications teams, to going and working for, you know, the largest semiconductor in the world, and now at AWS, every single one of those opportunities gave me goosebumps. And I was really focused on how do I surround myself with humans that are better than I am, smarter than I am, companies that plan in decades, but live in moments, companies that invest in their employees and create like artists? And frankly, for me, being part of a company where people know that life is finite, but they want to make an infinite impact, that's a bit about my career journey in a nutshell. >> Yeah. What's interesting is that, you know, over the years, a lot's changed, and a theme that we're hearing from leaders now that are heading up large teams and running companies, they have, you know, they have 20-plus years of experience under their belt and they look back and they say, "Wow, "things have changed and it's changing faster now, "hopefully faster to get change." But they all talk about confidence and they talk about curiosity and building. When did you know that this was going to be something that you got the goosebumps? And were there blockers in your way and how did you handle that? (Rachel laughs) >> There's always blockers in our way, and I think a lot of people don't actually talk about the blockers. I think they make it sound like, hey, I had this plan from day one, and every decision I've made has been perfect. And for me, I'll tell you, right, there are moments in your life that mark a differentiation and those moments that you realize nothing will be the same. And time is kind of divided into two parts, right, before this moment and after this moment. And that's everything from, before I had kids, that's a pretty big moment in people's lives, to after I had kids, and how do you work through some of those opportunities? Before I got married, before I got divorced. Before I went to this company, after I left this company. And I think the key for all of those is just having an insatiable curiosity around how do you continue to do better, create better and make better? And I'll tell you, those blockers, they exist. Coming back from maternity leave, hard. Coming back from a medical leave, hard. Coming back from caring for a sick parent or a sick friend, hard. But all of those things start to help craft who you are as a human being, not as a leader, but as a human being, and allows you to have some empathy with the people that you surround yourself with, right? And for me, it's, (sighs) you can think about these blockers in one of two ways. You can think about it as, you know, every single time that you're tempted to react in the same way to a blocker, you can be a prisoner of your past, or you can change how you react and be a pioneer of the future. It's not a blocker when you think about it in those terms. >> Mindset matters, and that's really a great point. You brought up something that's interesting, I want to bring this up. Some of the challenges in different stages of our lives. You know, one thing that's come out of this set of interviews, this, of day and in conversations is, that I haven't heard before, is the result of COVID, working at home brought empathy about people's personal lives to the table. That came up in a couple interviews. What's your reaction to that? Because that highlights that we're human, to your point of view. >> It does. It does. And I'm so thankful that you don't ask about balance because that is a pet peeve of mine, because there is no such thing as balance. If you're in perfect balance, you are not moving and you're not changing. But when you think about, you know, the impact of COVID and how the world has changed since that, it has allowed all of us to really think about, you know, what do we want to do versus what do we have to do? And I think so many times, in both our professional lives and our personal lives, we get caught up in doing what we think we have to do to get ahead versus taking a step back and saying, "Hey, what do I want to do? "And how do I become a, you know, "a better human?" And many times, John, I'm asked, "Hey, "how do you define success or achievement?" And, you know, my answer is really, for me, the greatest results that I've achieved, both personally and professionally, is when I eliminate the word success and balance from my vocabulary, and replace them with two words: What's my contribution and what's my impact? Those things make a difference, regardless of gender. And I'll tell you, none of it is easy, ever. I think all of us have been broken, we've been stretched, we've been burnt out. But I also think what we have to talk about as leaders in the industry is how we've also found endurance and resilience. And when we felt unsteady, we've continued to go forward, right? When we can't decide, the best answer is do what's uncomfortable. And all of those things really stemmed from a part of what happened with COVID. >> Yeah, yeah, I love the uncomfortable and the balance highlight. You mentioned being off balance. That means you're growing, you're not standing still. I want to get your thoughts on this because one thing that has come out again this year, and last year as well, is having a team with you when you do it. So if you're off balance and you're going to stretch, if you have a good team with you, that's where people help each other. Not just pick them up, but like maybe get 'em back on track again. So, but if you're solo, you fall, (laughs) you fall harder. So what's your reaction to that? 'Cause this has come up, and this comes up in team building, workforce formation, goal setting, contribution. What's your reaction to that? >> So my reaction to that that is pretty simple. Nobody gets there on their own at all, right? Passion and ambition can only take you so far. You've got to have people and teams that are supporting you. And here's the funny thing about people, and frankly, about being a leader that I think is really important: People don't follow for you. People follow for who you help them become. Think about that for a second. And when you think about all the amazing things that companies and teams are able to do, it's because of those people. And it's because you have leaders that are out there, inspiring them to take what they believe is impossible and turn it into the possible. That's the power of teams. >> Can you give an example of your approach on how you do that? How do you build your teams? How do you grow them? How do you lead them effectively and also make 'em inclusive, diverse and equitable? >> Whew. I'll give you a great example of some work that we're doing at AWS. This year at re:Invent, for the first time in its history, we've launched an initiative with theCUBE called Women of the Cloud. And part of Women of the Cloud is highlighting the business impact that so many of our partners, our customers and our employees have had on the social, on the economic and on the financials of many companies. They just haven't had the opportunity to tell their story. And at Amazon, right, it is absolutely integral to us to highlight those examples and continue to extend that ethos to our partners and our customers. And I think one of the things that I shared with you at re:Invent was, you know, as U2's Bono put it, (John laughs) "We'll build it better than we did before "and we are the people "that we've been waiting for." So if we're not out there, advocating and highlighting all the amazing things that other women are doing in the ecosystem, who will? >> Well, I've got to say, I want to give you props for that program. Not only was it groundbreaking, it's still running strong. And I saw some things on LinkedIn that were really impressive in its network effect. And I met at least half a dozen new people I never would have met before through some of that content interaction and engagement. And this is like the power of the current world. I mean, getting the voices out there creates momentum. And it's good for Amazon. It's not just personal brand building for my next job or whatever, you know, reason. It's sharing and it's attracting others, and it's causing people to connect and meet each other in that world. So it's still going strong. (laughs) And this program we did last year was part of Rachel Thornton, who's now at MessageBird, and Mary Camarata. They were the sponsors for this International Women's Day. They're not there anymore, so we decided we're going to do it again because the impact is so significant. We had the Amazon Education group on. It's amazing and it's free, and we've got to get the word out. I mean, talk about leveling up fast. You get in and you get trained and get certified, and there's a zillion jobs out (laughs) there in cloud, right, and partners. So this kind of leadership is really important. What was the key learnings that you've taken away and how do you extend this opportunity to nurture the talent out there in the field? Because when you throw the content out there from great leaders and practitioners and developers, it attracts other people. >> It does. It does. So look, I think there's two types of people, people that are focused on being and people who are focused on doing. And let me give you an example, right? When we think about labels of, hey, Rachel's a female executive who launched Women of the Cloud, that label really limits me. I'd rather just be a great executive. Or, hey, there's a great entrepreneur. Let's not be a great entrepreneur. Just go build something and sell it. And that's part of this whole Women of the cloud, is I don't want people focused on what their label is. I want people sharing their stories about what they're doing, and that's where the lasting impact happens, right? I think about something that my grandmother used to tell me, and she used to tell me, "Rachel, how successful "you are, doesn't matter. "The lasting impact that you have "is your legacy in this very finite time "that you have on Earth. "Leave a legacy." And that's what Women of the Cloud is about. So that people can start to say, "Oh, geez, "I didn't know that that was possible. "I didn't think about my career in that way." And, you know, all of those different types of stories that you're hearing out there. >> And I want to highlight something you said. We had another Amazonian on the program for this day earlier and she coined a term, 'cause inside Amazon, you have common language. One of them is bar raising. Raise the bar, that's an Amazonian (Rachel laughs) term. It means contribute and improve and raise the bar of capability. She said, "Bar raising is gender neutral. "The bar is a bar." And I'm like, wow, that was amazing. Now, that means your contribution angle there highlights that. What's the biggest challenge to get that mindset set in culture, in these- >> Oh. >> 'Cause it's that simple, contribution is neutral. >> It absolutely is neutral, but it's like I said earlier, I think so many times, people are focused on success and being a great leader versus what's the contribution I'm making and how am I doing as a leader, you know? And when it comes to a lot of the leadership principles that Amazon has, including bar raising, which means insisting on the highest standards, and then those standards continue to raise every single time. And what that is all about is having all of our employees figure out, how do I get better every single day, right? That's what it's about. It's not about being better than the peer next to you. It's about how do I become a better leader, a better human being than I was yesterday? >> Awesome. >> You know, I read this really cute quote and I think it really resonates. "You meditate to upgrade your software "and you work out to upgrade your hardware." And while it's important that we're all ourselves at work, we can't deny that a lot of times, ourselves still need that meditation or that workout. >> Well, I hope I don't have any zero days in my software out there, so, but I'm going to definitely work on that. I love that quote. I'm going to use that. Thank you very much. That was awesome. I got to ask you, I know you're really passionate about, and we've talked about this, around, so you're a great leader but you're also focused on what's behind you in the generation, pipelining women leaders, okay? Seats at the table, mentoring and sponsorship. What can we do to build a strong pipeline of leaders in technology and business? And where do you see the biggest opportunity to nurture the talent in these fields? >> Hmm, you know, that's great, great question. And, you know, I just read a "Forbes" article by another Amazonian, Tanuja Randery, who talked about, you know, some really interesting stats. And one of the stats that she shared was, you know, by 2030, less than 25% of tech specialists will be female, less than 25%. That's only a 6% growth from where we are in 2023, so in seven years. That's alarming. So we've really got to figure out what are the kinds of things that we're going to go do from an Amazon perspective to impact that? And one of the obvious starting points is showcasing tech careers to girls and young women, and talking openly about what a technology career looks like. So specifically at Amazon, we've got an AWS Git IT program that helps schools and educators bring in tech role models to show them what potential careers look like in tech. I think that's one great way that we can help build the pipeline, but once we get the pipeline, we also have to figure out how we don't let that pipeline leak. Meaning how do we keep women and, you know, young women on their tech career? And I think big part of that, John, is really talking about how hard it is, but it's also greater than you can ever imagine. And letting them see executives that are very authentic and will talk about, geez, you know, the challenges of COVID were a time of crisis and accelerated change, and here's what it meant to me personally and here's what we were able to solve professionally. These younger generations are all about social impact, they're about economic impact and they're about financial impact. And if we're not talking about all three of those, both from how AWS is leading from the front, but how its executives are also taking that into their personal lives, they're not going to want to go into tech. >> Yeah, and I think one of the things you mentioned there about getting people that get IT, good call out there, but also, Amazon's going to train 30 million people, put hundreds of millions of dollars into education. And not only are they making it easier to get in to get trained, but once you're in, even savvy folks that are in there still have to accelerate. And there's more ways to level up, more things are happening, but there's a big trend around people changing careers either in their late 20s, early 30s, or even those moments you talk about, where it's before and after, even later in the careers, 40s, 50s. Leaders like, well, good experience, good training, who were in another discipline who re-skilled. So you have, you know, more certifications coming in. So there's still other pivot points in the pipeline. It's not just down here. And that, I find that interesting. Are you seeing that same leadership opportunities coming in where someone can come into tech older? >> Absolutely. You know, we've got some amazing programs, like Amazon Returnity, that really focuses on how do we get other, you know, how do we get women that have taken some time off of work to get back into the workforce? And here's the other thing about switching careers. If I look back on my career, I started out as a civil engineer, heavy highway construction. And now I lead a sales team at the largest cloud company in the world. And there were, you know, twists and turns around there. I've always focused on how do we change and how do we continue to evolve? So it's not just focused on, you know, young women in the pipeline. It's focused on all gender and all diverse types throughout their career, and making sure that we're providing an inclusive environment for them to bring in their unique skillsets. >> Yeah, a building has good steel. It's well structured. Roads have great foundations. You know, you got the builder in you there. >> Yes. >> So I have to ask you, what's on your mind as a tech athlete, as an executive at AWS? You know, you got your huge team, big goals, the economy's got a little bit of a headwind, but still, cloud's transforming, edge is exploding. What's your outlook as you look out in the tech landscape these days and how are you thinking about it? What your plans? Can you share a little bit about what's on your mind? >> Sure. So, geez, there's so many trends that are top of mind right now. Everything from zero trust to artificial intelligence to security. We have more access to data now than ever before. So the opportunities are limitless when we think about how we can apply technology to solve some really difficult customer problems, right? Innovation sometimes feels like it's happening at a rapid pace. And I also say, you know, there are years when nothing happens, and then there's years when centuries happen. And I feel like we're kind of in those years where centuries are happening. Cloud technologies are refining sports as we know them now. There's a surge of innovation in smart energy. Everyone's supply chain is looking to transform. Custom silicon is going mainstream. And frankly, AWS's customers and partners are expecting us to come to them with a point of view on trends and on opportunities. And that's what differentiates us. (John laughs) That's what gives me goosebumps- >> I was just going to ask you that. Does that give you goosebumps? How could you not love technology with that excitement? I mean, AI, throw in AI, too. I just talked to Swami, who heads up the AI and database, and we just talked about the past 24 months, the change. And that is a century moment happening. The large language models, computer vision, more compute. Compute's booming than ever before. Who thought that was going to happen, is still happening? Massive change. So, I mean, if you're in tech, how can you not love tech? >> I know, even if you're not in tech, I think you've got to start to love tech because it gives you access to things you've never had before. And frankly, right, change is the only constant. And if you don't like change, you're going to like being irrelevant even less than you like change. So we've got to be nimble, we've got to adapt. And here's the great thing, once we figure it out, it changes all over again. And it's not something that's easy for any of us to operate. It's hard, right? It's hard learning new technology, it's hard figuring out what do I do next? But here's the secret. I think it's hard because we're doing it right. It's not hard because we're doing it wrong. It's just hard to be human and it's hard to figure out how we apply all this different technology in a way that positively impacts us, you know, economically, financially, environmentally and socially. >> And everyone's different, too. So you got to live those (mumbles). I want to get one more question in before we, my last question, which is about you and your impact. When you talk to your team, your sales, you got a large sales team, North America. And Tanuja, who you mentioned, is in EMEA, we're going to speak with her as well. You guys lead the front lines, helping customers, but also delivering the revenue to the company, which has been fantastic, by the way. So what's your message to the troops and the team out there? When you say, "Take that hill," like what is the motivational pitch, in a few sentences? What's the main North Star message in today's marketplace when you're doing that big team meeting? >> I don't know if it's just limited to a team meeting. I think this is a universal message, and the universal message for me is find your edge, whatever that may be. Whether it is the edge of what you know about artificial intelligence and neural networks or it's the edge of how do we migrate our applications to the cloud more quickly. Or it's the edge of, oh, my gosh, how do I be a better parent and still be great at work, right? Find your edge, and then sharpen it. Go to the brink of what you think is possible, and then force yourself to jump. Get involved. The world is run by the people that show up, professionally and personally. (John laughs) So show up and get started. >> Yeah as Steve Jobs once said, "The future "that everyone looks at was created "by people no smarter than you." And I love that quote. That's really there. Final question for you. I know we're tight on time, but I want to get this in. When you think about your impact on your company, AWS, and the industry, what's something you want people to remember? >> Oh, geez. I think what I want people to remember the most is it's not about what you've said, and this is a Maya Angelou quote. "It's not about what you've said to people "or what you've done, "it's about how you've made them feel." And we can all think back on leaders or we can all think back on personal moments in our lives where we felt like we belonged, where we felt like we did something amazing, where we felt loved. And those are the moments that sit with us for the rest of our lives. I want people to remember how they felt when they were part of something bigger. I want people to belong. It shouldn't be uncommon to talk about feelings at work. So I want people to feel. >> Rachel, thank you for your time. I know you're really busy and we stretched you a little bit there. Thank you so much for contributing to this wonderful day of great leaders sharing their stories. And you're an inspiration. Thanks for everything you do. We appreciate you. >> Thank you. And let's go do some more Women of the Cloud videos. >> We (laughs) got more coming. Bring those stories on. Back up the story truck. We're ready to go. Thanks so much. >> That's good. >> Thank you. >> Okay, this is theCUBE's coverage of International Women's Day. It's not just going to be March 8th. That's the big celebration day. It's going to be every quarter, more stories coming. Stay tuned at siliconangle.com and thecube.net here, with bringing all the stories. I'm John Furrier, your host. Thanks for watching. (gentle music)

>> From theCUBE Studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR, this is Breaking Analysis with Dave Vellante. >> While never really meant to be a consumer tech event, the rapid ascendancy of smartphones sucked much of the air out of Mobile World Congress over the years, now MWC. And while the device manufacturers continue to have a major presence at the show, the maturity of intelligent devices, longer life cycles, and the disaggregation of the network stack, have put enterprise technologies front and center in the telco business. Semiconductor manufacturers, network equipment players, infrastructure companies, cloud vendors, software providers, and a spate of startups are eyeing the trillion dollar plus communications industry as one of the next big things to watch this decade. Hello, and welcome to this week's Wikibon CUBE Insights, powered by ETR. In this Breaking Analysis, we bring you part two of our ongoing coverage of MWC '23, with some new data on enterprise players specifically in large telco environments, a brief glimpse at some of the pre-announcement news and corresponding themes ahead of MWC, and some of the key announcement areas we'll be watching at the show on theCUBE. Now, last week we shared some ETR data that showed how traditional enterprise tech players were performing, specifically within the telecoms vertical. Here's a new look at that data from ETR, which isolates the same companies, but cuts the data for what ETR calls large telco. The N in this cut is 196, down from 288 last week when we included all company sizes in the dataset. Now remember the two dimensions here, on the y-axis is net score, or spending momentum, and on the x-axis is pervasiveness in the data set. The table insert in the upper left informs how the dots and companies are plotted, and that red dotted line, the horizontal line at 40%, that indicates a highly elevated net score. Now while the data are not dramatically different in terms of relative positioning, there are a couple of changes at the margin. So just going down the list and focusing on net score. Azure is comparable, but slightly lower in this sector in the large telco than it was overall. Google Cloud comes in at number two, and basically swapped places with AWS, which drops slightly in the large telco relative to overall telco. Snowflake is also slightly down by one percentage point, but maintains its position. Remember Snowflake, overall, its net score is much, much higher when measuring across all verticals. Snowflake comes down in telco, and relative to overall, a little bit down in large telco, but it's making some moves to attack this market that we'll talk about in a moment. Next are Red Hat OpenStack and Databricks. About the same in large tech telco as they were an overall telco. Then there's Dell next that has a big presence at MWC and is getting serious about driving 16G adoption, and new servers, and edge servers, and other partnerships. Cisco and Red Hat OpenShift basically swapped spots when moving from all telco to large telco, as Cisco drops and Red Hat bumps up a bit. And VMware dropped about four percentage points in large telco. Accenture moved up dramatically, about nine percentage points in big telco, large telco relative to all telco. HPE dropped a couple of percentage points. Oracle stayed about the same. And IBM surprisingly dropped by about five points. So look, I understand not a ton of change in terms of spending momentum in the large sector versus telco overall, but some deltas. The bottom line for enterprise players is one, they're just getting started in this new disruption journey that they're on as the stack disaggregates. Two, all these players have experience in delivering horizontal solutions, but now working with partners and identifying big problems to be solved, and three, many of these companies are generally not the fastest moving firms relative to smaller disruptive disruptors. Now, cloud has been an exception in fairness. But the good news for the legacy infrastructure and IT companies is that the telco transformation and the 5G buildout is going to take years. So it's moving at a pace that is very favorable to many of these companies. Okay, so looking at just some of the pre-announcement highlights that have hit the wire this week, I want to give you a glimpse of the diversity of innovation that is occurring in the telecommunication space. You got semiconductor manufacturers, device makers, network equipment players, carriers, cloud vendors, enterprise tech companies, software companies, startups. Now we've included, you'll see in this list, we've included OpeRAN, that logo, because there's so much buzz around the topic and we're going to come back to that. But suffice it to say, there's no way we can cover all the announcements from the 2000 plus exhibitors at the show. So we're going to cherry pick here and make a few call outs. Hewlett Packard Enterprise announced an acquisition of an Italian private cellular network company called AthoNet. Zeus Kerravala wrote about it on SiliconANGLE if you want more details. Now interestingly, HPE has a partnership with Solana, which also does private 5G. But according to Zeus, Solona is more of an out-of-the-box solution, whereas AthoNet is designed for the core and requires more integration. And as you'll see in a moment, there's going to be a lot of talk at the show about private network. There's going to be a lot of news there from other competitors, and we're going to be watching that closely. And while many are concerned about the P5G, private 5G, encroaching on wifi, Kerravala doesn't see it that way. Rather, he feels that these private networks are really designed for more industrial, and you know mission critical environments, like factories, and warehouses that are run by robots, et cetera. 'Cause these can justify the increased expense of private networks. Whereas wifi remains a very low cost and flexible option for, you know, whatever offices and homes. Now, over to Dell. Dell announced its intent to go hard after opening up the telco network with the announcement that in the second half of this year it's going to begin shipping its infrastructure blocks for Red Hat. Remember it's like kind of the converged infrastructure for telco with a more open ecosystem and sort of more flexible, you know, more mature engineered system. Dell has also announced a range of PowerEdge servers for a variety of use cases. A big wide line bringing forth its 16G portfolio and aiming squarely at the telco space. Dell also announced, here we go, a private wireless offering with airspan, and Expedo, and a solution with AthoNet, the company HPE announced it was purchasing. So I guess Dell and HPE are now partnering up in the private wireless space, and yes, hell is freezing over folks. We'll see where that relationship goes in the mid- to long-term. Dell also announced new lab and certification capabilities, which we said last week was going to be critical for the further adoption of open ecosystem technology. So props to Dell for, you know, putting real emphasis and investment in that. AWS also made a number of announcements in this space including private wireless solutions and associated managed services. AWS named Deutsche Telekom, Orange, T-Mobile, Telefonica, and some others as partners. And AWS announced the stepped up partnership, specifically with T-Mobile, to bring AWS services to T-Mobile's network portfolio. Snowflake, back to Snowflake, announced its telecom data cloud. Remember we showed the data earlier, it's Snowflake not as strong in the telco sector, but they're continuing to move toward this go-to market alignment within key industries, realigning their go-to market by vertical. It also announced that AT&T, and a number of other partners, are collaborating to break down data silos specifically in telco. Look, essentially, this is Snowflake taking its core value prop to the telco vertical and forming key partnerships that resonate in the space. So think simplification, breaking down silos, data sharing, eventually data monetization. Samsung previewed its future capability to allow smartphones to access satellite services, something Apple has previously done. AMD, Intel, Marvell, Qualcomm, are all in the act, all the semiconductor players. Qualcomm for example, announced along with Telefonica, and Erickson, a 5G millimeter network that will be showcased in Spain at the event this coming week using Qualcomm Snapdragon chipset platform, based on none other than Arm technology. Of course, Arm we said is going to dominate the edge, and is is clearly doing so. It's got the volume advantage over, you know, traditional Intel, you know, X86 architectures. And it's no surprise that Microsoft is touting its open AI relationship. You're going to hear a lot of AI talk at this conference as is AI is now, you know, is the now topic. All right, we could go on and on and on. There's just so much going on at Mobile World Congress or MWC, that we just wanted to give you a glimpse of some of the highlights that we've been watching. Which brings us to the key topics and issues that we'll be exploring at MWC next week. We touched on some of this last week. A big topic of conversation will of course be, you know, 5G. Is it ever going to become real? Is it, is anybody ever going to make money at 5G? There's so much excitement around and anticipation around 5G. It has not lived up to the hype, but that's because the rollout, as we've previous reported, is going to take years. And part of that rollout is going to rely on the disaggregation of the hardened telco stack, as we reported last week and in previous Breaking Analysis episodes. OpenRAN is a big component of that evolution. You know, as our RAN intelligent controllers, RICs, which essentially the brain of OpenRAN, if you will. Now as we build out 5G networks at massive scale and accommodate unprecedented volumes of data and apply compute-hungry AI to all this data, the issue of energy efficiency is going to be front and center. It has to be. Not only is it a, you know, hot political issue, the reality is that improving power efficiency is compulsory or the whole vision of telco's future is going to come crashing down. So chip manufacturers, equipment makers, cloud providers, everybody is going to be doubling down and clicking on this topic. Let's talk about AI. AI as we said, it is the hot topic right now, but it is happening not only in consumer, with things like ChatGPT. And think about the theme of this Breaking Analysis in the enterprise, AI in the enterprise cannot be ChatGPT. It cannot be error prone the way ChatGPT is. It has to be clean, reliable, governed, accurate. It's got to be ethical. It's got to be trusted. Okay, we're going to have Zeus Kerravala on the show next week and definitely want to get his take on private networks and how they're going to impact wifi. You know, will private networks cannibalize wifi? If not, why not? He wrote about this again on SiliconANGLE if you want more details, and we're going to unpack that on theCUBE this week. And finally, as always we'll be following the data flows to understand where and how telcos, cloud players, startups, software companies, disruptors, legacy companies, end customers, how are they going to make money from new data opportunities? 'Cause we often say in theCUBE, don't ever bet against data. All right, that's a wrap for today. Remember theCUBE is going to be on location at MWC 2023 next week. We got a great set. We're in the walkway in between halls four and five, right in Congress Square, stand CS-60. Look for us, we got a full schedule. If you got a great story or you have news, stop by. We're going to try to get you on the program. I'll be there with Lisa Martin, co-hosting, David Nicholson as well, and the entire CUBE crew, so don't forget to come by and see us. I want to thank Alex Myerson, who's on production and manages the podcast, and Ken Schiffman, as well, in our Boston studio. Kristen Martin and Cheryl Knight help get the word out on social media and in our newsletters. And Rob Hof is our editor-in-chief over at SiliconANGLE.com. He does some great editing. Thank you. All right, remember all these episodes they are available as podcasts wherever you listen. All you got to do is search Breaking Analysis podcasts. I publish each week on Wikibon.com and SiliconANGLE.com. All the video content is available on demand at theCUBE.net, or you can email me directly if you want to get in touch David.Vellante@SiliconANGLE.com or DM me @DVellante, or comment on our LinkedIn posts. And please do check out ETR.ai for the best survey data in the enterprise tech business. This is Dave Vellante for theCUBE Insights, powered by ETR. Thanks for watching. We'll see you next week at Mobile World Congress '23, MWC '23, or next time on Breaking Analysis. (bright music)

>> Hello and welcome to theCUBE's coverage of International Women's Day. I'm John Furrier, host of theCUBE. Got a variety of interviews across the gamut from topics, women in tech, mentoring, pipelining, developers, open source, executives. Stanford's having International Women's Day celebration with the women in data science, which we're streaming that live as well. Variety of programs. In this segment, Meagen Eisenberg, friend of theCUBE, she's the CMO of Laceworks, is an amazing executive, got a great journey story as a CMO but she's also actively advising startups, companies and really pays it forward. I want to say Meagen, thank you for coming on the program and thanks for sharing. >> Yeah, thank you for having me. I'm happy to be here. >> Well, we're going to get into some of the journey celebrations that you've gone through and best practice what you've learned is pay that forward. But I got to say, one of the things that really impresses me about you as an executive is you get stuff done. You're a great CMO but also you're advised a lot of companies, you have a lot of irons in the fires and you're advising companies and sometimes they're really small startups to bigger companies, and you're paying it forward, which I love. That's kind of the spirit of this day. >> Yeah, I mean, I agree with you. When I think about my career, a lot of it was looking to mentors women out in the field. This morning I was at a breakfast by Eileen and we had the CEO of General Motors on, and she was talking about her journey nine years as a CEO. And you know, and she's paying it forward with us. But I think about, you know, when you're advising startups, you know, I've gathered knowledge and pattern recognition and to be able to share that is, you know, I enjoy it. >> Yeah. And the startups are also fun too, but it's not always easy and it can get kind of messy as you know. Some startups don't make it some succeed and it's always like the origination story is kind of rewritten and then that's that messy middle. And then it's like that arrows that don't look like a straight line but everyone thinks it's great and you know, it's not for the faint of heart. And Teresa Carlson, who I've interviewed many times, former Amazon, now she's the president of Flexport, she always says, sometimes startups on certain industries aren't for the faint of heart so you got to have a little bit of metal, right? You got to be tough. And some cases that you don't need that, but startups, it's not always easy. What have you learned? >> Yeah, I mean, certainly in the startup world, grit, creativity. You know, when I was at TripActions travel company, pandemic hits, nobody's traveling. You cut budget, you cut heads, but you focus on the core, right? You focus on what you need to survive. And creativity, I think, wins. And, you know, as a CMO when you're marketing, how do you get through that noise? Even the security space, Lacework, it's a fragmented market. You've got to be differentiated and position yourself and you know, be talking to the right target audience and customers. >> Talk about your journey over the years. What have you learned? What's some observations? Can you share any stories and best practices that someone watching could learn from? I know there's a lot of people coming into the tech space with the generative AI things going on in Cloud computing, scaling to the edge, there's a lot more aperture for technical jobs as well as just new roles and new roles that haven't, you really don't go to college for anymore. You got cybersecurity you're in. What are some of the things that you've done over your career if you can share and some best practices? >> Yeah, I think number one, continual learning. When I look through my career, I was constantly reading, networking. Part of the journey is who you're meeting along the way. As you become more senior, your ability to hire and bring in talent matters a lot. I'm always trying to meet with new people. Yeah, if I look at my Amazon feed of books I've bought, right, it kind of chronicle of my history of things I was learning about. Right now I'm reading a lot about cybersecurity, how the, you know, how how they tell me the world ends is the one I'm reading most recently. But you've got to come up to speed and then know the product, get in there and talk to customers. Certainly on the marketing front, anytime I can talk with the customer and find out how they're using us, why they love us, that, you know, helps me better position and differentiate our company. >> By the way, that book is amazing. I saw Nicole speak on Tuesday night with John Markoff and Palo Alto here. What a great story she told there. I recommend that book to everyone. It goes in and she did eight years of research into that book around zero day marketplaces to all the actors involved in security. And it was very interesting. >> Yeah, I mean, it definitely wakes you up, makes you think about what's going on in the world. Very relevant. >> It's like, yeah, it was happening all the time, wasn't it. All the hacking. But this brings me, this brings up an interesting point though, because you're in a cybersecurity area, which by the way, it's changing very fast. It's becoming a bigger industry. It's not just male dominated, although it is now, it's still male dominated, but it's becoming much more and then just tech. >> Yeah, I mean it's a constantly evolving threat landscape and we're learning, and I think more than ever you need to be able to use the data that companies have and, you know, learn from it. That's one of the ways we position ourselves. We're not just about writing rules that won't help you with those zero day attacks. You've got to be able to understand your particular environment and at any moment if it changes. And that's how we help you detect a threat. >> How is, how are things going with you? Is there any new things you guys got going on? Initiatives or programs for women in tech and increasing the range of diversity inclusion in the industry? Because again, this industry's getting much wider too. It's not just specialized, it's also growing. >> Yes, actually I'm excited. We're launching secured by women, securedbywomen.com and it's very much focused on women in the industry, which some studies are showing it's about 25% of security professionals are women. And we're going to be taking nominations and sponsoring women to go to upcoming security events. And so excited to launch that this month and really celebrate women in security and help them, you know, part of that continual learning that I talked about, making sure they're there learning, having the conversations at the conferences, being able to network. >> I have to ask you, what inspired you to pursue the career in tech? What was the motivation? >> You know, if I think way back, originally I wanted to be on the art side and my dad said, "You can do anything as long as it's in the sciences." And so in undergrad I did computer science and MIS. Graduated with MIS and computer science minor. And when I came out I was a IT engineer at Cisco and you know, that kind of started my journey and decided to go back and get my MBA. And during that process I fell in love with marketing and I thought, okay, I understand the buyer, I can come out and market technology to the IT world and developers. And then from there went to several tech companies. >> I mean my father was an engineer. He had the same kind of thing. You got to be an engineer, it's a steady, stable job. But that time, computer science, I mean we've seen the evolution of computer science now it's the most popular degree at Berkeley we've heard and around the world and the education formats are changing. You're seeing a lot of people's self-training on YouTube. The field has really changed. What are some of the challenges you see for folks trying to get into the industry and how would you advise today if you were talking to your young self, what would you, what would be the narrative? >> Yeah, I mean my drawback then was HTML pages were coming out and I thought it would be fun to design, you know, webpages. So you find something you're passionate about in the space today, whether it's gaming or it's cybersecurity. Go and be excited about it and apply and don't give up, right? Do whatever you can to read and learn. And you're right, there are a ton of online self-help. I always try to hire women and people who are continual learners and are teaching themselves something. And I try to find that in an interview to know that they, because when you come to a business, you're there to solve problems and challenges. And the folks that can do that and be innovative and learn, those are the ones I want on my team. >> It's interesting, you know, technology is now impacting society and we need everyone involved to participate and give requirements. And that kind of leads my next question for you is, like, in your opinion, or let me just step back, let me rephrase. What are some of the things that you see technology being used for, for society right now that will impact people's lives? Because this is not a gender thing. We need everybody involved 'cause society is now digital. Technology's pervasive. The AI trends now we're seeing is clearly unmasking to the mainstream that there's some cool stuff happening. >> Yeah, I mean, I think ChatGPT, think about that. All the different ways we're using it we're writing content and marketing with it. We're, you know, I just read an article yesterday, folks are using it to write children's stories and then selling those stories on Amazon, right? And the amount that they can produce with it. But if you think about it, there's unlimited uses with that technology and you've got all the major players getting involved on it. That one major launch and piece of technology is going to transform us in the next six months to a year. And it's the ability to process so much data and then turn that into just assets that we use and the creativity that's building on top of it. Even TripActions has incorporated ChatGPT into your ability to figure out where you want when you're traveling, what's happening in that city. So it's just, you're going to see that incorporated everywhere. >> I mean we've done an interview before TripAction, your other company you were at. Interesting point you don't have to type in a box to say, I'm traveling, I want a hotel. You can just say, I'm going to Barcelona for Mobile World Congress, I want to have a good time. I want some tapas and a nice dinner out. >> Yes. Yeah. That easy. We're making it easy. >> It's efficiency. >> And actually I was going to say for women specifically, I think the reason why we can do so much today is all the technology and apps that we have. I think about DoorDash, I think about Waze you know, when I was younger you had to print out instructions. Now I get in the car real quick, I need to go to soccer practice, I enter it, I need to pick them up at someone's house. I enter it. It's everything's real time. And so it takes away all the things that I don't add value to and allows me to focus on what I want in business. And so there's a bunch of, you know, apps out there that have allowed me to be so much more efficient and productive that my mother didn't have for sure when I was growing up. >> That is an amazing, I think that actually illustrates, in my opinion, the best example of ChatGPT because the maps and GPS integration were two techs, technologies merged together that replace driving and looking at the map. You know, like how do you do that? Like now it's automatically. This is what's going to happen to creative, to writing, to ideation. I even heard Nicole from her book read said that they're using ChatGPT to write zero day exploits. So you seeing it... >> That's scary stuff. You're right. >> You're seeing it everywhere. Super exciting. Well, I got to ask you before you get into some of the Lacework things that you're involved with, cause I think you're doing great work over there is, what was the most exciting projects you've worked on in your career? You came in Cisco, very technical company, so got the technical chops, CSMIS which stands for Management of Information Science for all the young people out there, that was the state of the art back then. What are some of the exciting things you've done? >> Yeah, I mean, I think about, I think about MongoDB and learning to market to developers. Taking the company public in 2017. Launching Atlas database as a service. Now there's so much more of that, you know, the PLG motion, going to TripActions, you know, surviving a pandemic, still being able to come out of that and all the learnings that went with it. You know, they recently, I guess rebranded, so they're Navan now. And then now back in the security space, you know, 14 years ago I was at ArcSite and we were bought by HP. And so getting back into the security world is exciting and it's transformed a ton as you know, it's way more complicated than it was. And so just understanding the pain of our customers and how we protect them as is fun. And I like, you know, being there from a marketing standpoint. >> Well we really appreciate you coming on and sharing that. I got to ask you, for folks watching they might be interested in some advice that you might have for them and their career in tech. I know a lot of young people love the tech. It's becoming pervasive in our lives, as we mentioned. What advice would you give for folks watching that want to start a career in tech? >> Yeah, so work hard, right? Study, network, your first job, be the best at it because every job after that you get pulled into a network. And every time I move, I'm hiring people from the last job, two jobs before, three jobs before. And I'm looking for people that are working hard, care, you know, are continual learners and you know, add value. What can you do to solve problems at your work and add value? >> What's your secret networking hack or growth hack or tip that you can share? Because you're a great networker by the way. You're amazing and you do add a lot of value. I've seen you in action. >> Well, I try never to eat alone. I've got breakfast, I've got lunch, I've got coffee breaks and dinner. And so when I'm at work, I try and always sit and eat with a team member, new group. If I'm out on the road, I'm, you know, meeting people for lunch, going for dinner, just, you know, don't sit at your desk by yourself and don't sit in the hotel room. Get out and meet with people. >> What do you think about now that we're out of the pandemic or somewhat out of the pandemic so to speak, events are back. >> Yes. >> RSA is coming up. It's a big event. The bigger events are getting bigger and then the other events are kind of smaller being distributed. What's your vision of how events are evolving? >> Yeah, I mean, you've got to be in person. Those are the relationships. Right now more than ever people care about renewals and you are building that rapport. And if you're not meeting with your customers, your competitors are. So what I would say is get out there Lacework, we're going to be at RSA, we're going to be at re:Inforce, we're going to be at all of these events, building relationships, you know, coffee, lunch, and yeah, I think the future of events are here to stay and those that don't embrace in person are going to give up business. They're going to lose market share to us. >> And networking is obviously very key on events as well. >> Yes. >> A good opportunity as always get out to the events. What's the event networking trick or advice do you give folks that are going to get out to the networking world? >> Yeah, schedule ahead of time. Don't go to an event and expect people just to come by for great swag. You should be partnering with your sales team and scheduling ahead of time, getting on people's calendars. Don't go there without having 100 or 200 meetings already booked. >> Got it. All right. Let's talk about you, your career. You're currently at Lacework. It's a very hot company in a hot field, security, very male dominated, you're a leader there. What's it like? What's the strategies? How does a woman get in there and be successful? What are some tricks, observations, any data you can share? What's the best practice? What's the secret sauce from Meagen Eisenberg? >> Yes. Yeah, for Meagen Eisenberg. For Lacework, you know, we're focused on our customers. There's nothing better than getting, being close to them, solving their pain, showcasing them. So if you want to go into security, focus on their, the issues and their problems and make sure they're aware of what you're delivering. I mean, we're focused on cloud security and we go from build time to run time. And that's the draw for me here is we had a lot of, you know, happy, excited customers by what we were doing. And what we're doing is very different from legacy security providers. And it is tapping into the trend of really understanding how much data you have and what's happening in the data to detect the anomalies and the threats that are there. >> You know, one of the conversations that I was just having with a senior leader, she was amazing and I asked her what she thought of the current landscape, the job market, the how to get promoted through the careers, all those things. And the response was interesting. I want to get your reaction. She said interdisciplinary skills are critical. And now more than ever, the having that, having a set of skills, technical and social and emotional are super valuable. Do you agree? What's your reaction to that and what would, how would you reframe that? >> Yeah, I mean, I completely agree. You can't be a leader without balance. You've got to know your craft because you're developing and training your team, but you also need to know the, you know, how to build relationships. You're not going to be successful as a C-level exec if you're not partnering across the functions. As a CMO I need to partner with product, I need to partner with the head of sales, I need to partner with finance. So those relationships matter a ton. I also need to attract the right talent. I want to have solid people on the team. And what I will say in the security, cybersecurity space, there's a talent shortage and you cannot hire enough people to protect your company in that space. And that's kind of our part of it is we reduce the number of alerts that you're getting. So you don't need hundreds of people to detect an issue. You're using technology to show, you know, to highlight the issue and then your team can focus on those alerts that matter. >> Yeah, there's a lot of emerging markets where leveling up and you don't need pedigree. You can just level up skill-wise pretty quickly. Which brings me to the next question for you is how do you keep up with all the tech day-to-day and how should someone watching stay on top of it? Because I mean, you got to be on top of this stuff and you got to ride the wave. It's pretty turbulent, but it's still growing and changing. >> Yeah, it's true. I mean, there's a lot of reading. I'm watching the news. Anytime something comes out, you know, ChatGPT I'm playing with it. I've got a great network and sharing. I'm on, you know, LinkedIn reading articles all the time. I have a team, right? Every time I hire someone, they bring new information and knowledge in and I'm you know, Cal Poly had this learn by doing that was the philosophy at San Luis Obispo. So do it. Try it, don't be afraid of it. I think that's the advice. >> Well, I love some of the points you mentioned community and network. You mentioned networking. That brings up the community question, how could people get involved? What communities are out there? How should they approach communities? 'Cause communities are also networks, but also they're welcoming people in that form networks. So it's a network of networks. So what's your take on how to engage and work with communities? How do you find your tribe? If someone's getting into the business, they want support, they might want technology learnings, what's your approach? >> Yeah, so a few, a few different places. One, I'm part of the operator collective, which is a strong female investment group that's open and works a lot with operators and they're in on the newest technologies 'cause they're investing in it. Chief I think is a great organization as well. You've got a lot of, if you're in marketing, there's a ton of CMO networking events that you can go to. I would say any field, even for us at Lacework, we've got some strong CISO networks and we do dinners around you know, we have one coming up in the Bay area, in Boston, New York, and you can come and meet other CISOs and security leaders. So when I get an invite and you know we all do, I will go to it. I'll carve out the time and meet with others. So I think, you know, part of the community is get out there and, you know, join some of these different groups. >> Meagen, thank you so much for spending the time. Final question for you. How do you see the future of tech evolving and how do you see your role in it? >> Yeah, I mean, marketing's changing wildly. There's so many different channels. You think about all the social media channels that have changed over the last five years. So when I think about the future of tech, I'm looking at apps on my phone. I have three daughters, 13, 11, and 8. I'm telling you, they come to me with new apps and new technology all the time, and I'm paying attention what they're, you know, what they're participating in and what they want to be a part of. And certainly it's going to be a lot more around the data and AI. I think we're only at the beginning of that. So we will continue to, you know, learn from it and wield it and deal with the mass amount of data that's out there. >> Well, you saw TikTok just got banned by the European Commission today around their staff. Interesting times. >> It is. >> Meagen, thank you so much as always. You're a great tech athlete. Been following your career for a while, a long time. You're an amazing leader. Thank you for sharing your story here on theCUBE, celebration of International Women's Day. Every day is IWD and thanks for coming on. >> Thank you for having me. >> Okay. I'm John Furrier here in theCUBE Studios in Palo Alto. Thank you for watching, more to come stay with us. (bright music)

(inspirational music) (music ends) >> Okay, so now that we've heard Scott talk about smart data fabrics, it's time to see this in action. Right now we're joined by Jess Jowdy, who's the manager of Healthcare Field Engineering at InterSystems. She's going to give a demo of how smart data fabrics actually work, and she's going to show how embedding a wide range of analytics capabilities, including data exploration business intelligence, natural language processing and machine learning directly within the fabric makes it faster and easier for organizations to gain new insights and power intelligence predictive and prescriptive services and applications. Now, according to InterSystems, smart data fabrics are applicable across many industries from financial services to supply chain to healthcare and more. Jess today is going to be speaking through the lens of a healthcare focused demo. Don't worry, Joe Lichtenberg will get into some of the other use cases that you're probably interested in hearing about. That will be in our third segment, but for now let's turn it over to Jess. Jess, good to see you. >> Hi, yeah, thank you so much for having me. And so for this demo, we're really going to be bucketing these features of a smart data fabric into four different segments. We're going to be dealing with connections, collections, refinements, and analysis. And so we'll see that throughout the demo as we go. So without further ado, let's just go ahead and jump into this demo, and you'll see my screen pop up here. I actually like to start at the end of the demo. So I like to begin by illustrating what an end user's going to see, and don't mind the screen 'cause I gave you a little sneak peek of what's about to happen. But essentially what I'm going to be doing is using Postman to simulate a call from an external application. So we talked about being in the healthcare industry. This could be, for instance, a mobile application that a patient is using to view an aggregated summary of information across that patient's continuity of care or some other kind of application. So we might be pulling information in this case from an electronic medical record. We might be grabbing clinical history from that. We might be grabbing clinical notes from a medical transcription software, or adverse reaction warnings from a clinical risk grouping application, and so much more. So I'm really going to be simulating a patient logging in on their phone and retrieving this information through this Postman call. So what I'm going to do is I'm just going to hit send, I've already preloaded everything here, and I'm going to be looking for information where the last name of this patient is Simmons, and their medical record number or their patient identifier in the system is 32345. And so as you can see, I have this single JSON payload that showed up here of, just, relevant clinical information for my patient whose last name is Simmons, all within a single response. So fantastic, right? Typically though, when we see responses that look like this there is an assumption that this service is interacting with a single backend system, and that single backend system is in charge of packaging that information up and returning it back to this caller. But in a smart data fabric architecture, we're able to expand the scope to handle information across different, in this case, clinical applications. So how did this actually happen? Let's peel back another layer and really take a look at what happened in the background. What you're looking at here is our mission control center for our smart data fabric. On the left we have our APIs that allow users to interact with particular services. On the right we have our connections to our different data silos. And in the middle here, we have our data fabric coordinator which is going to be in charge of this refinement and analysis, those key pieces of our smart data fabric. So let's look back and think about the example we just showed. I received an inbound request for information for a patient whose last name is Simmons. My end user is requesting to connect to that service, and that's happening here at my patient data retrieval API location. Users can define any number of different services and APIs depending on their use cases. And to that end, we do also support full life cycle API management within this platform. When you're dealing with APIs, I always like to make a little shout out on this, that you really want to make sure you have enough, like a granular enough security model to handle and limit which APIs and which services a consumer can interact with. In this IRIS platform, which we're talking about today we have a very granular role-based security model that allows you to handle that, but it's really important in a smart data fabric to consider who's accessing your data and in what context. >> Can I just interrupt you for a second, Jess? >> Yeah, please. >> So you were showing on the left hand side of the demo a couple of APIs. I presume that can be a very long list. I mean, what do you see as typical? >> I mean you could have hundreds of these APIs depending on what services an organization is serving up for their consumers. So yeah, we've seen hundreds of these services listed here. >> So my question is, obviously security is critical in the healthcare industry, and API securities are like, really hot topic these days. How do you deal with that? >> Yeah, and I think API security is interesting 'cause it can happen at so many layers. So, there's interactions with the API itself. So can I even see this API and leverage it? And then within an API call, you then have to deal with all right, which end points or what kind of interactions within that API am I allowed to do? What data am I getting back? And with healthcare data, the whole idea of consent to see certain pieces of data is critical. So, the way that we handle that is, like I said, same thing at different layers. There is access to a particular API, which can happen within the IRIS product, and also we see it happening with an API management layer, which has become a really hot topic with a lot of organizations. And then when it comes to data security, that really happens under the hood within your smart data fabric. So, that role-based access control becomes very important in assigning, you know, roles and permissions to certain pieces of information. Getting that granular becomes the cornerstone of the security. >> And that's been designed in, it's not a bolt on as they like to say. >> Absolutely. >> Okay, can we get into collect now? >> Of course, we're going to move on to the collection piece at this point in time, which involves pulling information from each of my different data silos to create an overall aggregated record. So commonly, each data source requires a different method for establishing connections and collecting this information. So for instance, interactions with an EMR may require leveraging a standard healthcare messaging format like Fire. Interactions with a homegrown enterprise data warehouse for instance, may use SQL. For a cloud-based solutions managed by a vendor, they may only allow you to use web service calls to pull data. So it's really important that your data fabric platform that you're using has the flexibility to connect to all of these different systems and applications. And I'm about to log out, so I'm going to (chuckles) keep my session going here. So therefore it's incredibly important that your data fabric has the flexibility to connect to all these different kinds of applications and data sources, and all these different kinds of formats and over all of these different kinds of protocols. So let's think back on our example here. I had four different applications that I was requesting information for to create that payload that we saw initially. Those are listed here under this operations section. So these are going out and connecting to downstream systems to pull information into my smart data fabric. What's great about the IRIS platform is, it has an embedded interoperability platform. So there's all of these native adapters that can support these common connections that we see for different kinds of applications. So using REST, or SOAP, or SQL, or FTP, regardless of that protocol, there's an adapter to help you work with that. And we also think of the types of formats that we typically see data coming in as in healthcare we have HL7, we have Fire, we have CCDs, across the industry, JSON is, you know, really hitting a market strong now, and XML payloads, flat files. We need to be able to handle all of these different kinds of formats over these different kinds of protocols. So to illustrate that, if I click through these when I select a particular connection on the right side panel, I'm going to see the different settings that are associated with that particular connection that allows me to collect information back into my smart data fabric. In this scenario, my connection to my chart script application in this example, communicates over a SOAP connection. When I'm grabbing information from my clinical risk grouping application I'm using a SQL based connection. When I'm connecting to my EMR, I'm leveraging a standard healthcare messaging format known as Fire, which is a REST based protocol. And then when I'm working with my health record management system, I'm leveraging a standard HTTP adapter. So you can see how we can be flexible when dealing with these different kinds of applications and systems. And then it becomes important to be able to validate that you've established those connections correctly, and be able to do it in a reliable and quick way. Because if you think about it, you could have hundreds of these different kinds of applications built out and you want to make sure that you're maintaining and understanding those connections. So I can actually go ahead and test one of these applications and put in, for instance my patient's last name and their MRN, and make sure that I'm actually getting data back from that system. So it's a nice little sanity check as we're building out that data fabric to ensure that we're able to establish these connections appropriately. So turnkey adapters are fantastic, as you can see we're leveraging them all here, but sometimes these connections are going to require going one step further and building something really specific for an application. So why don't we go one step further here and talk about doing something custom or doing something innovative. And so it's important for users to have the ability to develop and go beyond what's an out-of-the box or black box approach to be able to develop things that are specific to their data fabric, or specific to their particular connection. In this scenario, the IRIS data platform gives users access to the entire underlying code base. So you not only get an opportunity to view how we're establishing these connections or how we're building out these processes, but you have the opportunity to inject your own kind of processing, your own kinds of pipelines into this. So as an example, you can leverage any number of different programming languages right within this pipeline. And so I went ahead and I injected Python. So Python is a very up and coming language, right? We see more and more developers turning towards Python to do their development. So it's important that your data fabric supports those kinds of developers and users that have standardized on these kinds of programming languages. This particular script here, as you can see actually calls out to our turnkey adapters. So we see a combination of out-of-the-box code that is provided in this data fabric platform from IRIS, combined with organization specific or user specific customizations that are included in this Python method. So it's a nice little combination of how do we bring the developer experience in and mix it with out-of-the-box capabilities that we can provide in a smart data fabric. >> Wow. >> Yeah, I'll pause. (laughs) >> It's a lot here. You know, actually- >> I can pause. >> If I could, if we just want to sort of play that back. So we went to the connect and the collect phase. >> Yes, we're going into refine. So it's a good place to stop. >> So before we get there, so we heard a lot about fine grain security, which is crucial. We heard a lot about different data types, multiple formats. You've got, you know, the ability to bring in different dev tools. We heard about Fire, which of course big in healthcare. And that's the standard, and then SQL for traditional kind of structured data, and then web services like HTTP you mentioned. And so you have a rich collection of capabilities within this single platform. >> Absolutely. And I think that's really important when you're dealing with a smart data fabric because what you're effectively doing is you're consolidating all of your processing, all of your collection, into a single platform. So that platform needs to be able to handle any number of different kinds of scenarios and technical challenges. So you've got to pack that platform with as many of these features as you can to consolidate that processing. >> All right, so now we're going into refinement. >> We're going into refinement. Exciting. (chuckles) So how do we actually do refinement? Where does refinement happen? And how does this whole thing end up being performant? Well the key to all of that is this SDF coordinator, or stands for Smart Data Fabric coordinator. And what this particular process is doing is essentially orchestrating all of these calls to all of these different downstream systems. It's aggregating, it's collecting that information, it's aggregating it, and it's refining it into that single payload that we saw get returned to the user. So really this coordinator is the main event when it comes to our data fabric. And in the IRIS platform we actually allow users to build these coordinators using web-based tool sets to make it intuitive. So we can take a sneak peek at what that looks like. And as you can see, it follows a flow chart like structure. So there's a start, there is an end, and then there are these different arrows that point to different activities throughout the business process. And so there's all these different actions that are being taken within our coordinator. You can see an action for each of the calls to each of our different data sources to go retrieve information. And then we also have the sync call at the end that is in charge of essentially making sure that all of those responses come back before we package them together and send them out. So this becomes really crucial when we're creating that data fabric. And you know, this is a very simple data fabric example where we're just grabbing data and we're consolidating it together. But you can have really complex orchestrators and coordinators that do any number of different things. So for instance, I could inject SQL logic into this or SQL code, I can have conditional logic, I can do looping, I can do error trapping and handling. So we're talking about a whole number of different features that can be included in this coordinator. So like I said, we have a really very simple process here that's just calling out, grabbing all those different data elements from all those different data sources and consolidating it. We'll look back at this coordinator in a second when we introduce, or we make this data fabric a bit smarter, and we start introducing that analytics piece to it. So this is in charge of the refinement. And so at this point in time we've looked at connections, collections, and refinements. And just to summarize what we've seen 'cause I always like to go back and take a look at everything that we've seen. We have our initial API connection, we have our connections to our individual data sources and we have our coordinators there in the middle that are in charge of collecting the data and refining it into a single payload. As you can imagine, there's a lot going on behind the scenes of a smart data fabric, right? There's all these different processes that are interacting. So it's really important that your smart data fabric platform has really good traceability, really good logging, 'cause you need to be able to know, you know, if there was an issue, where did that issue happen in which connected process, and how did it affect the other processes that are related to it? In IRIS, we have this concept called a visual trace. And what our clients use this for is basically to be able to step through the entire history of a request from when it initially came into the smart data fabric, to when data was sent back out from that smart data fabric. So I didn't record the time, but I bet if you recorded the time it was this time that we sent that request in and you can see my patient's name and their medical record number here, and you can see that that instigated four different calls to four different systems, and they're represented by these arrows going out. So we sent something to chart script, to our health record management system, to our clinical risk grouping application, into my EMR through their Fire server. So every request, every outbound application gets a request and we pull back all of those individual pieces of information from all of those different systems, and we bundle them together. And from my Fire lovers, here's our Fire bundle that we got back from our Fire server. So this is a really good way of being able to validate that I am appropriately grabbing the data from all these different applications and then ultimately consolidating it into one payload. Now we change this into a JSON format before we deliver it, but this is those data elements brought together. And this screen would also be used for being able to see things like error trapping, or errors that were thrown, alerts, warnings, developers might put log statements in just to validate that certain pieces of code are executing. So this really becomes the one stop shop for understanding what's happening behind the scenes with your data fabric. >> Sure, who did what when where, what did the machine do what went wrong, and where did that go wrong? Right at your fingertips. >> Right. And I'm a visual person so a bunch of log files to me is not the most helpful. While being able to see this happened at this time in this location, gives me that understanding I need to actually troubleshoot a problem. >> This business orchestration piece, can you say a little bit more about that? How people are using it? What's the business impact of the business orchestration? >> The business orchestration, especially in the smart data fabric, is really that crucial part of being able to create a smart data fabric. So think of your business orchestrator as doing the heavy lifting of any kind of processing that involves data, right? It's bringing data in, it's analyzing that information it's transforming that data, in a format that your consumer's not going to understand. It's doing any additional injection of custom logic. So really your coordinator or that orchestrator that sits in the middle is the brains behind your smart data fabric. >> And this is available today? It all works? >> It's all available today. Yeah, it all works. And we have a number of clients that are using this technology to support these kinds of use cases. >> Awesome demo. Anything else you want to show us? >> Well, we can keep going. I have a lot to say, but really this is our data fabric. The core competency of IRIS is making it smart, right? So I won't spend too much time on this, but essentially if we go back to our coordinator here, we can see here's that original, that pipeline that we saw where we're pulling data from all these different systems and we're collecting it and we're sending it out. But then we see two more at the end here, which involves getting a readmission prediction and then returning a prediction. So we can not only deliver data back as part of a smart data fabric, but we can also deliver insights back to users and consumers based on data that we've aggregated as part of a smart data fabric. So in this scenario, we're actually taking all that data that we just looked at, and we're running it through a machine learning model that exists within the smart data fabric pipeline, and producing a readmission score to determine if this particular patient is at risk for readmission within the next 30 days. Which is a typical problem that we see in the healthcare space. So what's really exciting about what we're doing in the IRIS world, is we're bringing analytics close to the data with integrated ML. So in this scenario we're actually creating the model, training the model, and then executing the model directly within the IRIS platform. So there's no shuffling of data, there's no external connections to make this happen. And it doesn't really require having a PhD in data science to understand how to do that. It leverages all really basic SQL-like syntax to be able to construct and execute these predictions. So, it's going one step further than the traditional data fabric example to introduce this ability to define actionable insights to our users based on the data that we've brought together. >> Well that readmission probability is huge, right? Because it directly affects the cost for the provider and the patient, you know. So if you can anticipate the probability of readmission and either do things at that moment, or, you know, as an outpatient perhaps, to minimize the probability then that's huge. That drops right to the bottom line. >> Absolutely. And that really brings us from that data fabric to that smart data fabric at the end of the day, which is what makes this so exciting. >> Awesome demo. >> Thank you! >> Jess, are you cool if people want to get in touch with you? Can they do that? >> Oh yes, absolutely. So you can find me on LinkedIn, Jessica Jowdy, and we'd love to hear from you. I always love talking about this topic so we'd be happy to engage on that. >> Great stuff. Thank you Jessica, appreciate it. >> Thank you so much. >> Okay, don't go away because in the next segment, we're going to dig into the use cases where data fabric is driving business value. Stay right there. (inspirational music) (music fades)

>> From the Cube Studios in Palo Alto in Boston, bringing you data-driven insights from The Cube and ETR. This is "Breaking Analysis" with Dave Vellante. >> The world's leading telcos are trying to shed the stigma of being monopolies lacking innovation. Telcos have been great at operational efficiency and connectivity and living off of transmission, and the costs and expenses or revenue associated with that transmission. But in a world beyond telephone poles and basic wireless and mobile services, how will telcos modernize and become more agile and monetize new opportunities brought about by 5G and private wireless and a spate of new innovations and infrastructure, cloud data and apps? Hello, and welcome to this week's Wikibon CUBE Insights powered by ETR. In this breaking analysis and ahead of Mobile World Congress or now, MWC23, we explore the evolution of the telco business and how the industry is in many ways, mimicking transformations that took place decades ago in enterprise IT. We'll model some of the traditional enterprise vendors using ETR data and investigate how they're faring in the telecommunications sector, and we'll pose some of the key issues facing the industry this decade. First, let's take a look at what the GSMA has in store for MWC23. GSMA is the host of what used to be called Mobile World Congress. They've set the theme for this year's event as "Velocity" and they've rebranded MWC to reflect the fact that mobile technology is only one part of the story. MWC has become one of the world's premier events highlighting innovations not only in Telco, mobile and 5G, but the collision between cloud, infrastructure, apps, private networks, smart industries, machine intelligence, and AI, and more. MWC comprises an enormous ecosystem of service providers, technology companies, and firms from virtually every industry including sports and entertainment. And as well, GSMA, along with its venue partner at the Fira Barcelona, have placed a major emphasis on sustainability and public and private partnerships. Virtually every industry will be represented at the event because every industry is impacted by the trends and opportunities in this space. GSMA has said it expects 80,000 attendees at MWC this year, not quite back to 2019 levels, but trending in that direction. Of course, attendance from Chinese participants has historically been very high at the show, and obviously the continued travel issues from that region are affecting the overall attendance, but still very strong. And despite these concerns, Huawei, the giant Chinese technology company. has the largest physical presence of any exhibitor at the show. And finally, GSMA estimates that more than $300 million in economic benefit will result from the event which takes place at the end of February and early March. And The Cube will be back at MWC this year with a major presence thanks to our anchor sponsor, Dell Technologies and other supporters of our content program, including Enterprise Web, ArcaOS, VMware, Snowflake, Cisco, AWS, and others. And one of the areas we're interested in exploring is the evolution of the telco stack. It's a topic that's often talked about and one that we've observed taking place in the 1990s when the vertically integrated IBM mainframe monopoly gave way to a disintegrated and horizontal industry structure. And in many ways, the same thing is happening today in telecommunications, which is shown on the left-hand side of this diagram. Historically, telcos have relied on a hardened, integrated, and incredibly reliable, and secure set of hardware and software services that have been fully vetted and tested, and certified, and relied upon for decades. And at the top of that stack on the left are the crown jewels of the telco stack, the operational support systems and the business support systems. For the OSS, we're talking about things like network management, network operations, service delivery, quality of service, fulfillment assurance, and things like that. For the BSS systems, these refer to customer-facing elements of the stack, like revenue, order management, what products they sell, billing, and customer service. And what we're seeing is telcos have been really good at operational efficiency and making money off of transport and connectivity, but they've lacked the innovation in services and applications. They own the pipes and that works well, but others, be the over-the-top content companies, or private network providers and increasingly, cloud providers have been able to bypass the telcos, reach around them, if you will, and drive innovation. And so, the right-most diagram speaks to the need to disaggregate pieces of the stack. And while the similarities to the 1990s in enterprise IT are greater than the differences, there are things that are different. For example, the granularity of hardware infrastructure will not likely be as high where competition occurred back in the 90s at every layer of the value chain with very little infrastructure integration. That of course changed in the 2010s with converged infrastructure and hyper-converged and also software defined. So, that's one difference. And the advent of cloud, containers, microservices, and AI, none of that was really a major factor in the disintegration of legacy IT. And that probably means that disruptors can move even faster than did the likes of Intel and Microsoft, Oracle, Cisco, and the Seagates of the 1990s. As well, while many of the products and services will come from traditional enterprise IT names like Dell, HPE, Cisco, Red Hat, VMware, AWS, Microsoft, Google, et cetera, many of the names are going to be different and come from traditional network equipment providers. These are names like Ericsson and Huawei, and Nokia, and other names, like Wind River, and Rakuten, and Dish Networks. And there are enormous opportunities in data to help telecom companies and their competitors go beyond telemetry data into more advanced analytics and data monetization. There's also going to be an entirely new set of apps based on the workloads and use cases ranging from hospitals, sports arenas, race tracks, shipping ports, you name it. Virtually every vertical will participate in this transformation as the industry evolves its focus toward innovation, agility, and open ecosystems. Now remember, this is not a binary state. There are going to be greenfield companies disrupting the apple cart, but the incumbent telcos are going to have to continue to ensure newer systems work with their legacy infrastructure, in their OSS and BSS existing systems. And as we know, this is not going to be an overnight task. Integration is a difficult thing, transformations, migrations. So that's what makes this all so interesting because others can come in with Greenfield and potentially disrupt. There'll be interesting partnerships and ecosystems will form and coalitions will also form. Now, we mentioned that several traditional enterprise companies are or will be playing in this space. Now, ETR doesn't have a ton of data on specific telecom equipment and software providers, but it does have some interesting data that we cut for this breaking analysis. What we're showing here in this graphic is some of the names that we've followed over the years and how they're faring. Specifically, we did the cut within the telco sector. So the Y-axis here shows net score or spending velocity. And the horizontal axis, that shows the presence or pervasiveness in the data set. And that table insert in the upper left, that informs as to how the dots are plotted. You know, the two columns there, net score and the ends. And that red-dotted line, that horizontal line at 40%, that is an indicator of a highly elevated level. Anything above that, we consider quite outstanding. And what we'll do now is we'll comment on some of the cohorts and share with you how they're doing in telecommunications, and that sector, that vertical relative to their position overall in the data set. Let's start with the public cloud players. They're prominent in every industry. Telcos, telecommunications is no exception and it's quite an interesting cohort here. On the one hand, they can help telecommunication firms modernize and become more agile by eliminating the heavy lifting and you know, all the cloud, you know, value prop, data center costs, and the cloud benefits. At the same time, public cloud players are bringing their services to the edge, building out their own global networks and are a disruptive force to traditional telcos. All right, let's talk about Azure first. Their net score is basically identical to telco relative to its overall average. AWS's net score is higher in telco by just a few percentage points. Google Cloud platform is eight percentage points higher in telco with a 53% net score. So all three hyperscalers have an equal or stronger presence in telco than their average overall. Okay, let's look at the traditional enterprise hardware and software infrastructure cohort. Dell, Cisco, HPE, Red Hat, VMware, and Oracle. We've highlighted in this chart just as sort of indicators or proxies. Dell's net score's 10 percentage points higher in telco than its overall average. Interesting. Cisco's is a bit higher. HPE's is actually lower by about nine percentage points in the ETR survey, and VMware's is lower by about four percentage points. Now, Red Hat is really interesting. OpenStack, as we've previously reported is popular with telcos who want to build out their own private cloud. And the data shows that Red Hat OpenStack's net score is 15 percentage points higher in the telco sector than its overall average. OpenShift, on the other hand, has a net score that's four percentage points lower in telco than its overall average. So this to us talks to the pace of adoption of microservices and containers. You know, it's going to happen, but it's going to happen more slowly. Finally, Oracle's spending momentum is somewhat lower in the sector than its average, despite the firm having a decent telco business. IBM and Accenture, heavy services companies are both lower in this sector than their average. And real quickly, snowflake's net score is much lower by about 12 percentage points relative to its very high average net score of 62%. But we look for them to be a player in this space as telcos need to modernize their analytics stack and share data in a governed manner. Databricks' net score is also much lower than its average by about 13 points. And same, I would expect them to be a player as open architectures and cloud gains steam in telco. All right, let's close out now on what we're going to be talking about at MWC23 and some of the key issues that we'll be unpacking. We've talked about stack disaggregation in this breaking analysis, but the key here will be the pace at which it will reach the operational efficiency and reliability of closed stacks. Telcos, you know, in a large part, they're engineering heavy firms and much of their work takes place, kind of in the basement, in the dark. It's not really a big public hype machine, and they tend to move slowly and cautiously. While they understand the importance of agility, they're going to be careful because, you know, it's in their DNA. And so at the same time, if they don't move fast enough, they're going to get hurt and disrupted by competitors. So that's going to be a topic of conversation, and we'll be looking for proof points. And the other comment I'll make is around integration. Telcos because of their conservatism will benefit from better testing and those firms that can innovate on the testing front and have labs and certifications and innovate at that level, with an ecosystem are going to be in a better position. Because open sometimes means wild west. So the more players like Dell, HPE, Cisco, Red Hat, et cetera, that do that and align with their ecosystems and provide those resources, the faster adoption is going to go. So we'll be looking for, you know, who's actually doing that, Open RAN or Radio Access Networks. That fits in this discussion because O-RAN is an emerging network architecture. It essentially enables the use of open technologies from an ecosystem and over time, look at O-RAN is going to be open, but the questions, you know, a lot of questions remain as to when it will be able to deliver the operational efficiency of traditional RAN. Got some interesting dynamics going on. Rakuten is a company that's working hard on this problem, really focusing on operational efficiency. Then you got Dish Networks. They're also embracing O-RAN. They're coming at it more from service innovation. So that's something that we'll be monitoring and unpacking. We're going to look at cloud as a disruptor. On the one hand, cloud can help drive agility, as we said earlier and optionality, and innovation for incumbent telcos. But the flip side is going to also do the same for startups trying to disrupt and cloud attracts startups. While some of the telcos are actually embracing the cloud, many are being cautious. So that's going to be an interesting topic of discussion. And there's private wireless networks and 5G, and hyperlocal private networks, they're being deployed, you know, at the edge. This idea of open edge is also a really hot topic and this trend is going to accelerate. You know, the importance here is that the use cases are going to be widely varied. The needs of a hospital are going to be different than those of a sports venue are different from a remote drilling location, and energy or a concert venue. Things like real-time AI inference and data flows are going to bring new services and monetization opportunities. And many firms are going to be bypassing traditional telecommunications networks to build these out. Satellites as well, we're going to see, you know, in this decade, you're going to have, you're going to look down at Google Earth and you're going to see real-time. You know, today you see snapshots and so, lots of innovations going in that space. So how is this going to disrupt industries and traditional industry structures? Now, as always, we'll be looking at data angles, right? 'Cause it's in The Cube's DNA to follow the data and what opportunities and risks data brings. The Cube is going to be on location at MWC23 at the end of the month. We got a great set. We're in the walkway between halls four and five, right in Congress Square, it's booths CS60. So we'll have a full, they're called Stan CS60. We have a full schedule. I'm going to be there with Lisa Martin, Dave Nicholson and the entire Cube crew, so don't forget to stop by. All right, that's a wrap. I want to thank Alex Myerson, who's on production and manages the podcast, Ken Schiffman as well. Kristin Martin and Cheryl Knight help get the word out on social media and in our newsletters. And Rob Hof is our editor-in-chief over at Silicon Angle, does some great stuff for us. Thank you all. Remember, all these episodes are available as podcasts. Wherever you listen, just search "Breaking Analysis" podcasts I publish each week on wikibon.com and silicon angle.com. And all the video content is available on demand at thecube.net. You can email me directly at david.vellante@silicon angle.com. You can DM me at dvellante or comment on my LinkedIn post. Please do check out etr.ai for the best survey data in the enterprise tech business. This is Dave Vellante for The Cube Insights powered by ETR. Thanks for watching and we'll see you at Mobile World Congress, and/or at next time on "Breaking Analysis." (bright music) (bright music fades)

(upbeat music) >> Today more than ever before, organizations are striving to gain a competitive advantage, deliver more value to customers, reduce risk, and respond more quickly to the needs of businesses. Now, to achieve these goals, organizations need easy access to a single view of accurate, consistent and very importantly, trusted data. If it's not trusted, nobody's going to use it and all in near real time. However, the growing volumes and complexities of data make this difficult to achieve in practice. Not to mention the organizational challenges that have evolved as data becomes increasingly important to winning in the marketplace. Specifically as data grows, so does the prevalence of data silos, making, integrating and leveraging data from internal and external sources a real challenge. Now, in this final segment, we'll hear from Joe Lichtenberg who's the global head of product and industry marketing, and he's going to discuss how smart data fabrics can be applied to different industries. And by way of these use cases, we'll probe Joe's vast knowledge base and ask him to highlight how InterSystems, which touts a next gen approach to Customer 360, how the company leverages a smart data fabric to provide organizations of varying sizes and sectors in financial services, supply chain, logistics and healthcare with a better, faster and easier way to deliver value to the business. Joe welcome, great to have you here. >> Thank you, it's great to be here. That was some intro. I could not have said it better myself, so thank you for that. >> Thank you. Well, we're happy to have you on this show now. I understand- >> It's great to be here. >> You you've made a career helping large businesses with technology solutions, small businesses, and then scale those solutions to meet whatever needs they had. And of course, you're a vocal advocate as is your company of data fabrics. We talked to Scott earlier about data fabrics, how it relates to data mesh big discussions in the industry. So tell us more about your perspective. >> Sure, so first I would say that I have been in this industry for a very long time so I've been like you, I'm sure, for decades working with customers and with technology, really to solve these same kinds of challenges. So for decades, companies have been working with lots and lots of data and trying to get business value to solve all sorts of different challenges. And I will tell you that I've seen many different approaches and different technologies over the years. So, early on, point to point connections with custom coding, and I've worked with integration platforms 20 years ago with the advent of web services and service-oriented architectures and exposing endpoints with wisdom and getting access to disparate data from across the organization. And more recently, obviously with data warehouses and data lakes and now moving workloads to the cloud with cloud-based data marts and data warehouses. Lots of approaches that I've seen over the years but yet still challenges remain in terms of getting access to a single trusted real-time view of data. And so, recently, we ran a survey of more than 500 different business users across different industries and 86% told us that they still lack confidence in using their data to make decisions. That's a huge number, right? And if you think about all of the work and all of the technology and approaches over the years, that is a surprising number and drilling into why that is, there were three main reasons. One is latency. So the amount of time that it takes to access the data and process the data and make it fit for purpose by the time the business has access to the data and the information that they need, the opportunity has passed. >> Elapsed time, not speed a light, right? But that too maybe. >> But it takes a long time if you think about these processes and you have to take the data and copy it and run ETL processes and prepare it. So that's one, one is just the amount of data that's disparate in data silos. So still struggling with data that is dispersed across different systems in different formats. And the third, is data democratization. So the business really wants to have access to the data so that they can drill into the data and ask ad hoc questions and the next question and drill into the information and see where it leads them rather than having sort of pre-structured data and pre-structured queries and having to go back to IT and put the request back on the queue again and waiting. >> So it takes too long, the data's too hard to get to 'cause it's in silos and the data lacks context because it's technical people that are serving up the data to the business people. >> Exactly. >> And there's a mismatch. >> Exactly right. So they call that data democratization or giving the business access to the data and the tools that they need to get the answers that they need in the moment. >> So the skeptic in me, 'cause you're right I have seen this story before and the problems seem like they keep coming up, year after year, decade after decade. But I'm an optimist and so. >> As am I. >> And so I sometimes say, okay, same wine new bottle, but it feels like it's different this time around with data fabrics. You guys talk about smart data fabrics from your perspective, what's different? >> Yeah, it's very exciting and it's a fundamentally different approach. So if you think about all of these prior approaches, and by the way, all of these prior approaches have added value, right? It's not like they were bad, but there's still limitations and the business still isn't getting access to all the data that they need in the moment, right? So data warehouses are terrific if you know the questions that you want answered and you take the data and you structure the data in advance. And so now you're serving the business with sort of pre-planned answers to pre-planned queries, right? The data fabric, what we call a smart data fabric is fundamentally different. It's a fundamentally different approach in that rather than sort of in batch mode, taking the data and making it fit for purpose with all the complexity and delays associated with it, with a data fabric where accessing the data on demand as it's needed, as it's requested, either by the business or by applications or by the data scientists directly from the source systems. >> So you're not copying it necessarily to that to make that you're not FTPing it, for instance. I've got it, you take it, you're basically using the same source. >> You're pulling the data on demand as it's being requested by the consumers. And then all of the data management processes that need to be applied for integration and transformation to get the data into a consistent format and business rules and analytic queries. And with Jess showed with machine learning, predictive prescriptive analytics all sorts of powerful capabilities are built into the fabric so that as you're pulling the data on demand, right, all of these processes are being applied and the net result is you're addressing these limitations around latency and silos that we've seen in the past. >> Okay, so you've talked about you have a lot of customers, InterSystems does in different industries supply chain, financial services, manufacturing. We heard from just healthcare. What are you seeing in terms of applications of smart data fabrics in the real world? >> Yeah, so we see it in every industry. So InterSystems, as you know, has been around now for 43 years, and we have tens of thousands of customers in every industry. And this architectural pattern now is providing value for really critical use cases in every industry. So I'm happy to talk to you about some that we're seeing. I could actually spend like three hours here and there but I'm very passionate about working with customers and there's all sorts of exciting. >> What are some of your favorites? >> So, obviously supply chain right now is going through a very challenging time. So the combination of what's happening with the pandemic and disruptions and now I understand eggs are difficult to come by I just heard on NPR. >> Yeah and it's in part a data problem and a big part of data problem, is that fair? >> Yeah and so, in supply chain, first there's supply chain visibility. So organizations want a real time or near real time expansive view of what's happening across the entire supply chain from a supply all the way through distribution, right? So that's only part of the issue but that's a huge sort of real-time data silos problem. So if you think about your extended supply chain, it's complicated enough with all the systems and silos inside your firewall, before all of your suppliers even just thinking about your tier one suppliers let alone tier two and tier three. And then building on top of real-time visibility is what the industry calls a control tower, what we call the ultimate control tower. And so it's built in analytics to be able to sense disruptions and exceptions as they occur and predict the likelihood of these disruptions occurring. And then having data driven and analytics driven guidance in terms of the best way to deal with these disruptions. So for example, an order is missing line items or a cargo ship is stuck off port somewhere. What do you do about it? Do you reroute a different cargo ship, right? Do you take an order that's en route to a different client and reroute that? What's the cost associated? What's the impact associated with it? So that's a huge issue right now around control towers for supply chain. So that's one. >> Can I ask you a question about that? Because you and I have both seen a lot but we've never seen, at least I haven't the economy completely shut down like it was in March of 2020, and now we're seeing this sort of slingshot effect almost like you're driving on the highway sometimes you don't know why, but all of a sudden you slow down and then you speed up, you think it's okay then you slow down again. Do you feel like you guys can help get a handle on that product because it goes on both sides. Sometimes you can't get the product, sometimes there's too much of a product as well and that's not good for business. >> Yeah, absolutely. You want to smooth out the peaks and valleys. >> Yeah. >> And that's a big business goal, business challenge for supply chain executives, right? So you want to make sure that you can respond to demand but you don't want to overstock because there's cost associated with that as well. So how do you optimize the supply chains and it's very much a data silo and a real time challenge. So it's a perfect fit for this new architectural pattern. >> All right, what else? >> So if we look at financial services, we have many, many customers in financial services and that's another industry where they have many different sources of data that all have information that organizations can use to really move the needle if they could just get to that single source of truth in real time. So we sort of bucket many different implementations and use cases that we do around what we call Business 360 and Customer 360. So Business 360, there's all sorts of ways to add business value in terms of having a real-time operational view across all of the different GOs and parts of the business, especially in these very large global financial services institutions like capital markets and investment firms and so forth. So around Business 360, having a realtime view of risk, operational performance regulatory compliance, things like that. Customer 360, there's a whole set of use cases around Customer 360 around hyper-personalization of customers and in realtime next best action looking to see how you can sell more increase share of wallet, cross-sell, upsell to customers. We also do a lot in terms of predicting customer churn. So if you have all the historical data and what's the likelihood of customers churning to be able to proactively intercede, right? It's much more cost effective to keep assets under management and keep clients rather than going and getting new clients to come to the firm. A very interesting use case from one of our customers in Latin America, so Banco do Brasil largest bank in all of Latin America and they have a very innovative CTO who's always looking for new ways to move the needle for the bank. And so one of their ideas and we're working with them to do this is how can they generate net new revenue streams by bringing in new business to the bank? And so they identified a large percentage of the population in Latin America that does no banking. So they have no banking history not only with Banco do Brasil, but with any bank. So there's a fair amount of risk associated with offering services to this segment of the population that's not associated with any banks or financial institutions. >> There is no historical data on them, there's no. >> So it's a data challenge. And so, they're bringing in data from a variety of different sources, social media, open source data that they find online and so forth. And with us running risk models to identify which are the citizens that there's acceptable risk to offer their services. >> It's going to be huge market of unbanked people in vision Latin America. >> Wow, that's interesting. >> Yeah, yeah, totally vision. >> And if you can lower the risk and you could tap that market and be first >> And they are, yeah. >> Yeah. >> So very exciting. Manufacturing, we know industry 4.0 which is about taking the OT data, so the data from the MES systems and the streaming data, real-time streaming data from the machine controllers and integrating it with the IT data, so your data warehouses and your ERP systems and so forth to have not only a real-time view of manufacturing from supply and source all the way through demand but also predictive maintenance and things like that. So that's very big right now in manufacturing. >> Kind of cool to hear these use cases beyond your healthcare, which is obviously, your wheelhouse, Scott defined this term of smart data fabrics, different than data fabrics, I guess. So when we think about these use cases what's the value add of so-called smart data fabrics? >> Yeah, it's a great question. So we did not define the term data fabric or enterprise data fabric. The analysts now are all over it. They're all saying it's the future of data management. It's a fundamentally different approach this architectural approach to be able to access the data on demand. The canonical definition of a data fabric is to access the data where it lies and apply a set of data management processes, but it does not include analytics, interestingly. And so we firmly believe that most of these use cases gain value from having analytics built directly into the fabric. So whether that's business rules or predictive analytics to predict the likelihood of a customer churn or a machine on the shop floor failing or prescriptive analytics. So if there's a problem in the supply chain, what's the guidance for the supply chain managers to take the best action, right? Prescriptive analytics based on data. So rather than taking the data and the data fabric and moving it to another environment to run those analytics where you have complexity and latency, having tall of those analytics capabilities built directly into the fabric, which is why we call it a smart data fabric, brings a lot of value to our customers. >> So simplifies the whole data lifecycle, data pipelining, the hyper-specialized roles that you have to have, you can really just focus on one platform, is that? >> Exactly, basically, yeah. And it's a simplicity of architecture and faster speed to production. So a big differentiator for our technology, for InterSystems, Iris, is most if not all of the capabilities that are needed are built into one engine, right? So you don't need to stitch together 10 or 15 or 20 different data management services for relational database in a non-relational database and a caching layer and a data warehouse and security and so forth. And so you can do that. There's many ways to build this data fabric architecture, right? InterSystems is not the only way. >> Right? >> But if you can speed and simplify the implementation of the fabric by having most of what you need in one engine, one product that gets you to where you need to go much, much faster. >> Joe, how can people learn more about smart data Fabric some of the use cases that you've presented here? >> Yeah, come to our website, intersystems.com. If you go to intersystems.com/smartdatafabric that'll take you there. >> I know that you have like probably dozens more examples but it would be cool- >> I do. >> If people reach out to you, how can they get in touch? >> Oh, I would love that. So feel free to reach out to me on LinkedIn. It's Joe Lichtenberg I think it's linkedin.com/joeLichtenberg and I'd love to connect. >> Awesome. Joe, thanks so much for your time. Really appreciate it. >> It was great to be here. Thank you, Dave. >> All right, I hope you've enjoyed our program today. You know, we heard Scott now he helped us understand this notion of data fabrics and smart data fabrics and how they can address the data challenges faced by the vast majority of organizations today. Jess Jody's demo was awesome. It was really a highlight of the program where she showed the smart data fabrics inaction and Joe Lichtenberg, we just heard from him dug in to some of the prominent use cases and proof points. We hope this content was educational and inspires you to action. Now, don't forget all these videos are available on Demand to watch, rewatch and share. Go to theCUBE.net, check out siliconangle.com for all the news and analysis and we'll summarize the highlights of this program and go to intersystems.com because there are a ton of resources there. In particular, there's a knowledge hub where you'll find some excellent educational content and online learning courses. There's a resource library with analyst reports, technical documentation videos, some great freebies. So check it out. This is Dave Vellante. On behalf of theCUBE and our supporter, InterSystems, thanks for watching and we'll see you next time. (upbeat music)

>> Okay, so now that we've heard Scott talk about smart data fabrics, it's time to see this in action. Right now we're joined by Jess Jowdy, who's the manager of Healthcare Field Engineering at InterSystems. She's going to give a demo of how smart data fabrics actually work, and she's going to show how embedding a wide range of analytics capabilities including data exploration, business intelligence natural language processing, and machine learning directly within the fabric, makes it faster and easier for organizations to gain new insights and power intelligence, predictive and prescriptive services and applications. Now, according to InterSystems, smart data fabrics are applicable across many industries from financial services to supply chain to healthcare and more. Jess today is going to be speaking through the lens of a healthcare focused demo. Don't worry, Joe Lichtenberg will get into some of the other use cases that you're probably interested in hearing about. That will be in our third segment, but for now let's turn it over to Jess. Jess, good to see you. >> Hi. Yeah, thank you so much for having me. And so for this demo we're really going to be bucketing these features of a smart data fabric into four different segments. We're going to be dealing with connections, collections, refinements and analysis. And so we'll see that throughout the demo as we go. So without further ado, let's just go ahead and jump into this demo and you'll see my screen pop up here. I actually like to start at the end of the demo. So I like to begin by illustrating what an end user's going to see and don't mind the screen 'cause I gave you a little sneak peek of what's about to happen. But essentially what I'm going to be doing is using Postman to simulate a call from an external application. So we talked about being in the healthcare industry. This could be for instance, a mobile application that a patient is using to view an aggregated summary of information across that patient's continuity of care or some other kind of application. So we might be pulling information in this case from an electronic medical record. We might be grabbing clinical history from that. We might be grabbing clinical notes from a medical transcription software or adverse reaction warnings from a clinical risk grouping application and so much more. So I'm really going to be assimilating a patient logging on in on their phone and retrieving this information through this Postman call. So what I'm going to do is I'm just going to hit send, I've already preloaded everything here and I'm going to be looking for information where the last name of this patient is Simmons and their medical record number their patient identifier in the system is 32345. And so as you can see I have this single JSON payload that showed up here of just relevant clinical information for my patient whose last name is Simmons all within a single response. So fantastic, right? Typically though when we see responses that look like this there is an assumption that this service is interacting with a single backend system and that single backend system is in charge of packaging that information up and returning it back to this caller. But in a smart data fabric architecture we're able to expand the scope to handle information across different, in this case, clinical applications. So how did this actually happen? Let's peel back another layer and really take a look at what happened in the background. What you're looking at here is our mission control center for our smart data fabric. On the left we have our APIs that allow users to interact with particular services. On the right we have our connections to our different data silos. And in the middle here we have our data fabric coordinator which is going to be in charge of this refinement and analysis those key pieces of our smart data fabric. So let's look back and think about the example we just showed. I received an inbound request for information for a patient whose last name is Simmons. My end user is requesting to connect to that service and that's happening here at my patient data retrieval API location. Users can define any number of different services and APIs depending on their use cases. And to that end we do also support full lifecycle API management within this platform. When you're dealing with APIs I always like to make a little shout out on this that you really want to make sure you have enough like a granular enough security model to handle and limit which APIs and which services a consumer can interact with. In this IRIS platform, which we're talking about today we have a very granular role-based security model that allows you to handle that, but it's really important in a smart data fabric to consider who's accessing your data and in what contact. >> Can I just interrupt you for a second? >> Yeah, please. >> So you were showing on the left hand side of the demo a couple of APIs. I presume that can be a very long list. I mean, what do you see as typical? >> I mean you can have hundreds of these APIs depending on what services an organization is serving up for their consumers. So yeah, we've seen hundreds of these services listed here. >> So my question is, obviously security is critical in the healthcare industry and API securities are really hot topic these days. How do you deal with that? >> Yeah, and I think API security is interesting 'cause it can happen at so many layers. So there's interactions with the API itself. So can I even see this API and leverage it? And then within an API call, you then have to deal with all right, which end points or what kind of interactions within that API am I allowed to do? What data am I getting back? And with healthcare data, the whole idea of consent to see certain pieces of data is critical. So the way that we handle that is, like I said, same thing at different layers. There is access to a particular API, which can happen within the IRIS product and also we see it happening with an API management layer, which has become a really hot topic with a lot of organizations. And then when it comes to data security, that really happens under the hood within your smart data fabric. So that role-based access control becomes very important in assigning, you know, roles and permissions to certain pieces of information. Getting that granular becomes the cornerstone of security. >> And that's been designed in, >> Absolutely, yes. it's not a bolt-on as they like to say. Okay, can we get into collect now? >> Of course, we're going to move on to the collection piece at this point in time, which involves pulling information from each of my different data silos to create an overall aggregated record. So commonly each data source requires a different method for establishing connections and collecting this information. So for instance, interactions with an EMR may require leveraging a standard healthcare messaging format like FIRE, interactions with a homegrown enterprise data warehouse for instance may use SQL for a cloud-based solutions managed by a vendor. They may only allow you to use web service calls to pull data. So it's really important that your data fabric platform that you're using has the flexibility to connect to all of these different systems and and applications. And I'm about to log out so I'm going to keep my session going here. So therefore it's incredibly important that your data fabric has the flexibility to connect to all these different kinds of applications and data sources and all these different kinds of formats and over all of these different kinds of protocols. So let's think back on our example here. I had four different applications that I was requesting information for to create that payload that we saw initially. Those are listed here under this operations section. So these are going out and connecting to downstream systems to pull information into my smart data fabric. What's great about the IRIS platform is it has an embedded interoperability platform. So there's all of these native adapters that can support these common connections that we see for different kinds of applications. So using REST or SOAP or SQL or FTP regardless of that protocol there's an adapter to help you work with that. And we also think of the types of formats that we typically see data coming in as, in healthcare we have H7, we have FIRE we have CCDs across the industry. JSON is, you know, really hitting a market strong now and XML, payloads, flat files. We need to be able to handle all of these different kinds of formats over these different kinds of protocols. So to illustrate that, if I click through these when I select a particular connection on the right side panel I'm going to see the different settings that are associated with that particular connection that allows me to collect information back into my smart data fabric. In this scenario, my connection to my chart script application in this example communicates over a SOAP connection. When I'm grabbing information from my clinical risk grouping application I'm using a SQL based connection. When I'm connecting to my EMR I'm leveraging a standard healthcare messaging format known as FIRE, which is a rest based protocol. And then when I'm working with my health record management system I'm leveraging a standard HTTP adapter. So you can see how we can be flexible when dealing with these different kinds of applications and systems. And then it becomes important to be able to validate that you've established those connections correctly and be able to do it in a reliable and quick way. Because if you think about it, you could have hundreds of these different kinds of applications built out and you want to make sure that you're maintaining and understanding those connections. So I can actually go ahead and test one of these applications and put in, for instance my patient's last name and their MRN and make sure that I'm actually getting data back from that system. So it's a nice little sanity check as we're building out that data fabric to ensure that we're able to establish these connections appropriately. So turnkey adapters are fantastic, as you can see we're leveraging them all here, but sometimes these connections are going to require going one step further and building something really specific for an application. So let's, why don't we go one step further here and talk about doing something custom or doing something innovative. And so it's important for users to have the ability to develop and go beyond what's an out of the box or black box approach to be able to develop things that are specific to their data fabric or specific to their particular connection. In this scenario, the IRIS data platform gives users access to the entire underlying code base. So you cannot, you not only get an opportunity to view how we're establishing these connections or how we're building out these processes but you have the opportunity to inject your own kind of processing your own kinds of pipelines into this. So as an example, you can leverage any number of different programming languages right within this pipeline. And so I went ahead and I injected Python. So Python is a very up and coming language, right? We see more and more developers turning towards Python to do their development. So it's important that your data fabric supports those kinds of developers and users that have standardized on these kinds of programming languages. This particular script here, as you can see actually calls out to our turnkey adapters. So we see a combination of out of the box code that is provided in this data fabric platform from IRIS combined with organization specific or user specific customizations that are included in this Python method. So it's a nice little combination of how do we bring the developer experience in and mix it with out of the box capabilities that we can provide in a smart data fabric. >> Wow. >> Yeah, I'll pause. >> It's a lot here. You know, actually, if I could >> I can pause. >> If I just want to sort of play that back. So we went through the connect and the collect phase. >> And the collect, yes, we're going into refine. So it's a good place to stop. >> Yeah, so before we get there, so we heard a lot about fine grain security, which is crucial. We heard a lot about different data types, multiple formats. You've got, you know the ability to bring in different dev tools. We heard about FIRE, which of course big in healthcare. >> Absolutely. >> And that's the standard and then SQL for traditional kind of structured data and then web services like HTTP you mentioned. And so you have a rich collection of capabilities within this single platform. >> Absolutely, and I think that's really important when you're dealing with a smart data fabric because what you're effectively doing is you're consolidating all of your processing, all of your collection into a single platform. So that platform needs to be able to handle any number of different kinds of scenarios and technical challenges. So you've got to pack that platform with as many of these features as you can to consolidate that processing. >> All right, so now we're going into refine. >> We're going into refinement, exciting. So how do we actually do refinement? Where does refinement happen and how does this whole thing end up being performant? Well the key to all of that is this SDF coordinator or stands for smart data fabric coordinator. And what this particular process is doing is essentially orchestrating all of these calls to all of these different downstream systems. It's aggregating, it's collecting that information it's aggregating it and it's refining it into that single payload that we saw get returned to the user. So really this coordinator is the main event when it comes to our data fabric. And in the IRIS platform we actually allow users to build these coordinators using web-based tool sets to make it intuitive. So we can take a sneak peek at what that looks like and as you can see it follows a flow chart like structure. So there's a start, there is an end and then there are these different arrows that point to different activities throughout the business process. And so there's all these different actions that are being taken within our coordinator. You can see an action for each of the calls to each of our different data sources to go retrieve information. And then we also have the sync call at the end that is in charge of essentially making sure that all of those responses come back before we package them together and send them out. So this becomes really crucial when we're creating that data fabric. And you know, this is a very simple data fabric example where we're just grabbing data and we're consolidating it together. But you can have really complex orchestrators and coordinators that do any number of different things. So for instance, I could inject SQL Logic into this or SQL code, I can have conditional logic, I can do looping, I can do error trapping and handling. So we're talking about a whole number of different features that can be included in this coordinator. So like I said, we have a really very simple process here that's just calling out, grabbing all those different data elements from all those different data sources and consolidating it. We'll look back at this coordinator in a second when we introduce or we make this data fabric a bit smarter and we start introducing that analytics piece to it. So this is in charge of the refinement. And so at this point in time we've looked at connections, collections, and refinements. And just to summarize what we've seen 'cause I always like to go back and take a look at everything that we've seen. We have our initial API connection we have our connections to our individual data sources and we have our coordinators there in the middle that are in charge of collecting the data and refining it into a single payload. As you can imagine, there's a lot going on behind the scenes of a smart data fabric, right? There's all these different processes that are interacting. So it's really important that your smart data fabric platform has really good traceability, really good logging 'cause you need to be able to know, you know, if there was an issue, where did that issue happen, in which connected process and how did it affect the other processes that are related to it. In IRIS, we have this concept called a visual trace. And what our clients use this for is basically to be able to step through the entire history of a request from when it initially came into the smart data fabric to when data was sent back out from that smart data fabric. So I didn't record the time but I bet if you recorded the time it was this time that we sent that request in. And you can see my patient's name and their medical record number here and you can see that that instigated four different calls to four different systems and they're represented by these arrows going out. So we sent something to chart script to our health record management system, to our clinical risk grouping application into my EMR through their FIRE server. So every request, every outbound application gets a request and we pull back all of those individual pieces of information from all of those different systems and we bundle them together. And for my FIRE lovers, here's our FIRE bundle that we got back from our FIRE server. So this is a really good way of being able to validate that I am appropriately grabbing the data from all these different applications and then ultimately consolidating it into one payload. Now we change this into a JSON format before we deliver it, but this is those data elements brought together. And this screen would also be used for being able to see things like error trapping or errors that were thrown alerts, warnings, developers might put log statements in just to validate that certain pieces of code are executing. So this really becomes the one stop shop for understanding what's happening behind the scenes with your data fabric. >> Etcher, who did what, when, where what did the machine do? What went wrong and where did that go wrong? >> Exactly. >> Right in your fingertips. >> Right, and I'm a visual person so a bunch of log files to me is not the most helpful. Well, being able to see this happened at this time in this location gives me that understanding I need to actually troubleshoot a problem. >> This business orchestration piece, can you say a little bit more about that? How people are using it? What's the business impact of the business orchestration? >> The business orchestration, especially in the smart data fabric is really that crucial part of being able to create a smart data fabric. So think of your business orchestrator as doing the heavy lifting of any kind of processing that involves data, right? It's bringing data in, it's analyzing that information, it's transforming that data, in a format that your consumer's not going to understand it's doing any additional injection of custom logic. So really your coordinator or that orchestrator that sits in the middle is the brains behind your smart data fabric. >> And this is available today? This all works? >> It's all available today. Yeah, it all works. And we have a number of clients that are using this technology to support these kinds of use cases. >> Awesome demo. Anything else you want to show us? >> Well we can keep going. 'Cause right now, I mean we can, oh, we're at 18 minutes. God help us. You can cut some of this. (laughs) I have a lot to say, but really this is our data fabric. The core competency of IRIS is making it smart, right? So I won't spend too much time on this but essentially if we go back to our coordinator here we can see here's that original that pipeline that we saw where we're pulling data from all these different systems and we're collecting it and we're sending it out. But then we see two more at the end here which involves getting a readmission prediction and then returning a prediction. So we can not only deliver data back as part of a smart data fabric but we can also deliver insights back to users and consumers based on data that we've aggregated as part of a smart data fabric. So in this scenario, we're actually taking all that data that we just looked at and we're running it through a machine learning model that exists within the smart data fabric pipeline and producing a readmission score to determine if this particular patient is at risk for readmission within the next 30 days. Which is a typical problem that we see in the healthcare space. So what's really exciting about what we're doing in the IRIS world is we're bringing analytics close to the data with integrated ML. So in this scenario we're actually creating the model, training the model, and then executing the model directly within the IRIS platform. So there's no shuffling of data, there's no external connections to make this happen. And it doesn't really require having a PhD in data science to understand how to do that. It leverages all really basic SQL like syntax to be able to construct and execute these predictions. So it's going one step further than the traditional data fabric example to introduce this ability to define actionable insights to our users based on the data that we've brought together. >> Well that readmission probability is huge. >> Yes. >> Right, because it directly affects the cost of for the provider and the patient, you know. So if you can anticipate the probability of readmission and either do things at that moment or you know, as an outpatient perhaps to minimize the probability then that's huge. That drops right to the bottom line. >> Absolutely, absolutely. And that really brings us from that data fabric to that smart data fabric at the end of the day which is what makes this so exciting. >> Awesome demo. >> Thank you. >> Fantastic people, are you cool? If people want to get in touch with you? >> Oh yes, absolutely. So you can find me on LinkedIn, Jessica Jowdy and we'd love to hear from you. I always love talking about this topic, so would be happy to engage on that. >> Great stuff, thank you Jess, appreciate it. >> Thank you so much. >> Okay, don't go away because in the next segment we're going to dig into the use cases where data fabric is driving business value. Stay right there.

>> From theCUBE studios in Palo Alto in Boston, bringing you data-driven insights from theCUBE and ETR. This is Breaking Analysis with Dave Vellante. >> Confidential computing is a technology that aims to enhance data privacy and security by providing encrypted computation on sensitive data and isolating data from apps in a fenced off enclave during processing. The concept of confidential computing is gaining popularity, especially in the cloud computing space where sensitive data is often stored and of course processed. However, there are some who view confidential computing as an unnecessary technology in a marketing ploy by cloud providers aimed at calming customers who are cloud phobic. Hello and welcome to this week's Wikibon CUBE Insights powered by ETR. In this Breaking Analysis, we revisit the notion of confidential computing, and to do so, we'll invite two Google experts to the show, but before we get there, let's summarize briefly. There's not a ton of ETR data on the topic of confidential computing. I mean, it's a technology that's deeply embedded into silicon and computing architectures. But at the highest level, security remains the number one priority being addressed by IT decision makers in the coming year as shown here. And this data is pretty much across the board by industry, by region, by size of company. I mean we dug into it and the only slight deviation from the mean is in financial services. The second and third most cited priorities, cloud migration and analytics, are noticeably closer to cybersecurity in financial services than in other sectors, likely because financial services has always been hyper security conscious, but security is still a clear number one priority in that sector. The idea behind confidential computing is to better address threat models for data in execution. Protecting data at rest and data and transit have long been a focus of security approaches, but more recently, silicon manufacturers have introduced architectures that separate data and applications from the host system. Arm, Intel, AMD, Nvidia and other suppliers are all on board, as are the big cloud players. Now the argument against confidential computing is that it narrowly focuses on memory encryption and it doesn't solve the biggest problems in security. Multiple system images updates different services and the entire code flow aren't directly addressed by memory encryption, rather to truly attack these problems, many believe that OSs need to be re-engineered with the attacker and hacker in mind. There are so many variables and at the end of the day, critics say the emphasis on confidential computing made by cloud providers is overstated and largely hype. This tweet from security researcher Rodrigo Branco sums up the sentiment of many skeptics. He says, "Confidential computing is mostly a marketing campaign for memory encryption. It's not driving the industry towards the hard open problems. It is selling an illusion." Okay. Nonetheless, encrypting data in use and fencing off key components of the system isn't a bad thing, especially if it comes with the package essentially for free. There has been a lack of standardization and interoperability between different confidential computing approaches. But the confidential computing consortium was established in 2019 ostensibly to accelerate the market and influence standards. Notably, AWS is not part of the consortium, likely because the politics of the consortium were probably a conundrum for AWS because the base technology defined by the the consortium is seen as limiting by AWS. This is my guess, not AWS's words, and but I think joining the consortium would validate a definition which AWS isn't aligned with. And two, it's got a lead with this Annapurna acquisition. This was way ahead with Arm integration and so it probably doesn't feel the need to validate its competitors. Anyway, one of the premier members of the confidential computing consortium is Google, along with many high profile names including Arm, Intel, Meta, Red Hat, Microsoft, and others. And we're pleased to welcome two experts on confidential computing from Google to unpack the topic, Nelly Porter is head of product for GCP confidential computing and encryption, and Dr. Patricia Florissi is the technical director for the office of the CTO at Google Cloud. Welcome Nelly and Patricia, great to have you. >> Great to be here. >> Thank you so much for having us. >> You're very welcome. Nelly, why don't you start and then Patricia, you can weigh in. Just tell the audience a little bit about each of your roles at Google Cloud. >> So I'll start, I'm owning a lot of interesting activities in Google and again security or infrastructure securities that I usually own. And we are talking about encryption and when encryption and confidential computing is a part of portfolio in additional areas that I contribute together with my team to Google and our customers is secure software supply chain. Because you need to trust your software. Is it operate in your confidential environment to have end-to-end story about if you believe that your software and your environment doing what you expect, it's my role. >> Got it. Okay. Patricia? >> Well, I am a technical director in the office of the CTO, OCTO for short, in Google Cloud. And we are a global team. We include former CTOs like myself and senior technologists from large corporations, institutions and a lot of success, we're startups as well. And we have two main goals. First, we walk side by side with some of our largest, more strategic or most strategical customers and we help them solve complex engineering technical problems. And second, we are devise Google and Google Cloud engineering and product management and tech on there, on emerging trends and technologies to guide the trajectory of our business. We are unique group, I think, because we have created this collaborative culture with our customers. And within OCTO, I spend a lot of time collaborating with customers and the industry at large on technologies that can address privacy, security, and sovereignty of data in general. >> Excellent. Thank you for that both of you. Let's get into it. So Nelly, what is confidential computing? From Google's perspective, how do you define it? >> Confidential computing is a tool and it's still one of the tools in our toolbox. And confidential computing is a way how we would help our customers to complete this very interesting end-to-end lifecycle of the data. And when customers bring in the data to cloud and want to protect it as they ingest it to the cloud, they protect it at rest when they store data in the cloud. But what was missing for many, many years is ability for us to continue protecting data and workloads of our customers when they running them. And again, because data is not brought to cloud to have huge graveyard, we need to ensure that this data is actually indexed. Again, there is some insights driven and drawn from this data. You have to process this data and confidential computing here to help. Now we have end to end protection of our customer's data when they bring the workloads and data to cloud, thanks to confidential computing. >> Thank you for that. Okay, we're going to get into the architecture a bit, but before we do, Patricia, why do you think this topic of confidential computing is such an important technology? Can you explain, do you think it's transformative for customers and if so, why? >> Yeah, I would maybe like to use one thought, one way, one intuition behind why confidential commuting matters, because at the end of the day, it reduces more and more the customer's thresh boundaries and the attack surface. That's about reducing that periphery, the boundary in which the customer needs to mind about trust and safety. And in a way, is a natural progression that you're using encryption to secure and protect the data. In the same way that we are encrypting data in transit and at rest, now we are also encrypting data while in use. And among other beneficials, I would say one of the most transformative ones is that organizations will be able to collaborate with each other and retain the confidentiality of the data. And that is across industry, even though it's highly focused on, I wouldn't say highly focused, but very beneficial for highly regulated industries. It applies to all of industries. And if you look at financing for example, where bankers are trying to detect fraud, and specifically double finance where you are, a customer is actually trying to get a finance on an asset, let's say a boat or a house, and then it goes to another bank and gets another finance on that asset. Now bankers would be able to collaborate and detect fraud while preserving confidentiality and privacy of the data. >> Interesting. And I want to understand that a little bit more but I'm going to push you a little bit on this, Nelly, if I can because there's a narrative out there that says confidential computing is a marketing ploy, I talked about this upfront, by cloud providers that are just trying to placate people that are scared of the cloud. And I'm presuming you don't agree with that, but I'd like you to weigh in here. The argument is confidential computing is just memory encryption and it doesn't address many other problems. It is over hyped by cloud providers. What do you say to that line of thinking? >> I absolutely disagree, as you can imagine, with this statement, but the most importantly is we mixing multiple concepts, I guess. And exactly as Patricia said, we need to look at the end-to-end story, not again the mechanism how confidential computing trying to again, execute and protect a customer's data and why it's so critically important because what confidential computing was able to do, it's in addition to isolate our tenants in multi-tenant environments the cloud covering to offer additional stronger isolation. They called it cryptographic isolation. It's why customers will have more trust to customers and to other customers, the tenant that's running on the same host but also us because they don't need to worry about against threats and more malicious attempts to penetrate the environment. So what confidential computing is helping us to offer our customers, stronger isolation between tenants in this multi-tenant environment, but also incredibly important, stronger isolation of our customers, so tenants from us. We also writing code, we also software providers will also make mistakes or have some zero days. Sometimes again us introduced, sometimes introduced by our adversaries. But what I'm trying to say by creating this cryptographic layer of isolation between us and our tenants and amongst those tenants, we're really providing meaningful security to our customers and eliminate some of the worries that they have running on multi-tenant spaces or even collaborating to gather this very sensitive data knowing that this particular protection is available to them. >> Okay, thank you. Appreciate that. And I think malicious code is often a threat model missed in these narratives. Operator access, yeah, maybe I trust my clouds provider, but if I can fence off your access even better, I'll sleep better at night. Separating a code from the data, everybody's, Arm, Intel, AMD, Nvidia, others, they're all doing it. I wonder if, Nelly, if we could stay with you and bring up the slide on the architecture. What's architecturally different with confidential computing versus how operating systems and VMs have worked traditionally. We're showing a slide here with some VMs, maybe you could take us through that. >> Absolutely. And Dave, the whole idea for Google and now industry way of dealing with confidential computing is to ensure that three main property is actually preserved. Customers don't need to change the code. They can operate on those VMs exactly as they would with normal non-confidential VMs, but to give them this opportunity of lift and shift or no changing their apps and performing and having very, very, very low latency and scale as any cloud can, something that Google actually pioneer in confidential computing. I think we need to open and explain how this magic was actually done. And as I said, it's again the whole entire system have to change to be able to provide this magic. And I would start with we have this concept of root of trust and root of trust where we will ensure that this machine, when the whole entire post has integrity guarantee, means nobody changing my code on the most low level of system. And we introduce this in 2017 called Titan. It was our specific ASIC, specific, again, inch by inch system on every single motherboard that we have that ensures that your low level former, your actually system code, your kernel, the most powerful system is actually proper configured and not changed, not tampered. We do it for everybody, confidential computing included. But for confidential computing, what we have to change, we bring in AMD, or again, future silicon vendors and we have to trust their former, their way to deal with our confidential environments. And that's why we have obligation to validate integrity, not only our software and our former but also former and software of our vendors, silicon vendors. So we actually, when we booting this machine, as you can see, we validate that integrity of all of the system is in place. It means nobody touching, nobody changing, nobody modifying it. But then we have this concept of AMD secure processor, it's special ASICs, best specific things that generate a key for every single VM that our customers will run or every single node in Kubernetes or every single worker thread in our Hadoop or Spark capability. We offer all of that. And those keys are not available to us. It's the best keys ever in encryption space because when we are talking about encryption, the first question that I'm receiving all the time, where's the key, who will have access to the key? Because if you have access to the key then it doesn't matter if you encrypted or not. So, but the case in confidential computing provides so revolutionary technology, us cloud providers, who don't have access to the keys. They sitting in the hardware and they head to memory controller. And it means when hypervisors that also know about these wonderful things saying I need to get access to the memories that this particular VM trying to get access to, they do not decrypt the data, they don't have access to the key because those keys are random, ephemeral and per VM, but the most importantly, in hardware not exportable. And it means now you would be able to have this very interesting role that customers or cloud providers will not be able to get access to your memory. And what we do, again, as you can see our customers don't need to change their applications, their VMs are running exactly as it should run and what you're running in VM, you actually see your memory in clear, it's not encrypted, but God forbid is trying somebody to do it outside of my confidential box. No, no, no, no, no, they would not be able to do it. Now you'll see cyber and it's exactly what combination of these multiple hardware pieces and software pieces have to do. So OS is also modified. And OS is modified such way to provide integrity. It means even OS that you're running in your VM box is not modifiable and you, as customer, can verify. But the most interesting thing, I guess, how to ensure the super performance of this environment because you can imagine, Dave, that encrypting and it's additional performance, additional time, additional latency. So we were able to mitigate all of that by providing incredibly interesting capability in the OS itself. So our customers will get no changes needed, fantastic performance and scales as they would expect from cloud providers like Google. >> Okay, thank you. Excellent. Appreciate that explanation. So, again, the narrative on this as well, you've already given me guarantees as a cloud provider that you don't have access to my data, but this gives another level of assurance, key management as they say is key. Now humans aren't managing the keys, the machines are managing them. So Patricia, my question to you is, in addition to, let's go pre confidential computing days, what are the sort of new guarantees that these hardware-based technologies are going to provide to customers? >> So if I am a customer, I am saying I now have full guarantee of confidentiality and integrity of the data and of the code. So if you look at code and data confidentiality, the customer cares and they want to know whether their systems are protected from outside or unauthorized access, and that recovered with Nelly, that it is. Confidential computing actually ensures that the applications and data internals remain secret, right? The code is actually looking at the data, the only the memory is decrypting the data with a key that is ephemeral and per VM and generated on demand. Then you have the second point where you have code and data integrity, and now customers want to know whether their data was corrupted, tampered with or impacted by outside actors. And what confidential computing ensures is that application internals are not tampered with. So the application, the workload as we call it, that is processing the data, it's also, it has not been tampered and preserves integrity. I would also say that this is all verifiable. So you have attestation and these attestation actually generates a log trail and the log trail guarantees that, provides a proof that it was preserved. And I think that the offer's also a guarantee of what we call ceiling, this idea that the secrets have been preserved and not tampered with, confidentiality and integrity of code and data. >> Got it. Okay, thank you. Nelly, you mentioned, I think I heard you say that the applications, it's transparent, you don't have to change the application, it just comes for free essentially. And we showed some various parts of the stack before. I'm curious as to what's affected, but really more importantly, what is specifically Google's value add? How do partners participate in this, the ecosystem, or maybe said another way, how does Google ensure the compatibility of confidential computing with existing systems and applications? >> And a fantastic question by the way. And it's very difficult and definitely complicated world because to be able to provide these guarantees, actually a lot of work was done by community. Google is very much operate in open, so again, our operating system, we working with operating system repository OSs, OS vendors to ensure that all capabilities that we need is part of the kernels, are part of the releases and it's available for customers to understand and even explore if they have fun to explore a lot of code. We have also modified together with our silicon vendors a kernel, host kernel to support this capability and it means working this community to ensure that all of those patches are there. We also worked with every single silicon vendor as you've seen, and that's what I probably feel that Google contributed quite a bit in this whole, we moved our industry, our community, our vendors to understand the value of easy to use confidential computing or removing barriers. And now I don't know if you noticed, Intel is pulling the lead and also announcing their trusted domain extension, very similar architecture. And no surprise, it's, again, a lot of work done with our partners to, again, convince, work with them and make this capability available. The same with Arm this year, actually last year, Arm announced their future design for confidential computing. It's called Confidential Computing Architecture. And it's also influenced very heavily with similar ideas by Google and industry overall. So it's a lot of work in confidential computing consortiums that we are doing, for example, simply to mention, to ensure interop, as you mentioned, between different confidential environments of cloud providers. They want to ensure that they can attest to each other because when you're communicating with different environments, you need to trust them. And if it's running on different cloud providers, you need to ensure that you can trust your receiver when you are sharing your sensitive data workloads or secret with them. So we coming as a community and we have this attestation sig, the, again, the community based systems that we want to build and influence and work with Arm and every other cloud providers to ensure that we can interrupt and it means it doesn't matter where confidential workloads will be hosted, but they can exchange the data in secure, verifiable and controlled by customers way. And to do it, we need to continue what we are doing, working open, again, and contribute with our ideas and ideas of our partners to this role to become what we see confidential computing has to become, it has to become utility. It doesn't need to be so special, but it's what we want it to become. >> Let's talk about, thank you for that explanation. Let's talk about data sovereignty because when you think about data sharing, you think about data sharing across the ecosystem and different regions and then of course data sovereignty comes up. Typically public policy lags, the technology industry and sometimes is problematic. I know there's a lot of discussions about exceptions, but Patricia, we have a graphic on data sovereignty. I'm interested in how confidential computing ensures that data sovereignty and privacy edicts are adhered to, even if they're out of alignment maybe with the pace of technology. One of the frequent examples is when you delete data, can you actually prove that data is deleted with a hundred percent certainty? You got to prove that and a lot of other issues. So looking at this slide, maybe you could take us through your thinking on data sovereignty. >> Perfect. So for us, data sovereignty is only one of the three pillars of digital sovereignty. And I don't want to give the impression that confidential computing addresses it all. That's why we want to step back and say, hey, digital sovereignty includes data sovereignty where we are giving you full control and ownership of the location, encryption and access to your data. Operational sovereignty where the goal is to give our Google Cloud customers full visibility and control over the provider operations, right? So if there are any updates on hardware, software stack, any operations, there is full transparency, full visibility. And then the third pillar is around software sovereignty where the customer wants to ensure that they can run their workloads without dependency on the provider's software. So they have sometimes is often referred as survivability, that you can actually survive if you are untethered to the cloud and that you can use open source. Now let's take a deep dive on data sovereignty, which by the way is one of my favorite topics. And we typically focus on saying, hey, we need to care about data residency. We care where the data resides because where the data is at rest or in processing, it typically abides to the jurisdiction, the regulations of the jurisdiction where the data resides. And others say, hey, let's focus on data protection. We want to ensure the confidentiality and integrity and availability of the data, which confidential computing is at the heart of that data protection. But it is yet another element that people typically don't talk about when talking about data sovereignty, which is the element of user control. And here, Dave, is about what happens to the data when I give you access to my data. And this reminds me of security two decades ago, even a decade ago, where we started the security movement by putting firewall protections and login accesses. But once you were in, you were able to do everything you wanted with the data. An insider had access to all the infrastructure, the data and the code. And that's similar because with data sovereignty we care about whether it resides, where, who is operating on the data. But the moment that the data is being processed, I need to trust that the processing of the data will abide by user control, by the policies that I put in place of how my data is going to be used. And if you look at a lot of the regulation today and a lot of the initiatives around the International Data Space Association, IDSA, and Gaia-X, there is a movement of saying the two parties, the provider of the data and the receiver of the data are going to agree on a contract that describes what my data can be used for. The challenge is to ensure that once the data crosses boundaries, that the data will be used for the purposes that it was intended and specified in the contract. And if you actually bring together, and this is the exciting part, confidential computing together with policy enforcement, now the policy enforcement can guarantee that the data is only processed within the confines of a confidential computing environment, that the workload is cryptographically verified that there is the workload that was meant to process the data and that the data will be only used when abiding to the confidentiality and integrity safety of the confidential computing environment. And that's why we believe confidential computing is one necessary and essential technology that will allow us to ensure data sovereignty, especially when it comes to user control. >> Thank you for that. I mean it was a deep dive, I mean brief, but really detailed. So I appreciate that, especially the verification of the enforcement. Last question, I met you two because as part of my year end prediction post, you guys sent in some predictions and I wasn't able to get to them in the predictions post. So I'm thrilled that you were able to make the time to come on the program. How widespread do you think the adoption of confidential computing will be in 23 and what's the maturity curve look like, this decade in your opinion? Maybe each of you could give us a brief answer. >> So my prediction in five, seven years, as I started, it'll become utility. It'll become TLS as of, again, 10 years ago we couldn't believe that websites will have certificates and we will support encrypted traffic. Now we do and it's become ubiquity. It's exactly where confidential computing is getting and heading, I don't know we deserve yet. It'll take a few years of maturity for us, but we will be there. >> Thank you. And Patricia, what's your prediction? >> I will double that and say, hey, in the future, in the very near future, you will not be able to afford not having it. I believe as digital sovereignty becomes evermore top of mind with sovereign states and also for multi national organizations and for organizations that want to collaborate with each other, confidential computing will become the norm. It'll become the default, if I say, mode of operation. I like to compare that today is inconceivable. If we talk to the young technologists, it's inconceivable to think that at some point in history, and I happen to be alive that we had data at rest that was not encrypted, data in transit that was not encrypted, and I think that will be inconceivable at some point in the near future that to have unencrypted data while in use. >> And plus I think the beauty of the this industry is because there's so much competition, this essentially comes for free. I want to thank you both for spending some time on Breaking Analysis. There's so much more we could cover. I hope you'll come back to share the progress that you're making in this area and we can double click on some of these topics. Really appreciate your time. >> Anytime. >> Thank you so much. >> In summary, while confidential computing is being touted by the cloud players as a promising technology for enhancing data privacy and security, there are also those, as we said, who remain skeptical. The truth probably lies somewhere in between and it will depend on the specific implementation and the use case as to how effective confidential computing will be. Look, as with any new tech, it's important to carefully evaluate the potential benefits, the drawbacks, and make informed decisions based on the specific requirements in the situation and the constraints of each individual customer. But the bottom line is silicon manufacturers are working with cloud providers and other system companies to include confidential computing into their architectures. Competition, in our view, will moderate price hikes. And at the end of the day, this is under the covers technology that essentially will come for free. So we'll take it. I want to thank our guests today, Nelly and Patricia from Google, and thanks to Alex Myerson who's on production and manages the podcast. Ken Schiffman as well out of our Boston studio, Kristin Martin and Cheryl Knight help get the word out on social media and in our newsletters. And Rob Hof is our editor-in-chief over at siliconangle.com. Does some great editing for us, thank you all. Remember all these episodes are available as podcasts. Wherever you listen, just search Breaking Analysis podcast. I publish each week on wikibon.com and siliconangle.com where you can get all the news. If you want to get in touch, you can email me at david.vellante@siliconangle.com or dm me @DVellante. And you can also comment on my LinkedIn post. Definitely you want to check out etr.ai for the best survey data in the enterprise tech business. I know we didn't hit on a lot today, but there's some amazing data and it's always being updated, so check that out. This is Dave Vellante for theCUBE Insights, powered by ETR. Thanks for watching and we'll see you next time on Breaking Analysis. (upbeat music)