>> From the Amazon Meeting Center in downtown Seattle, it's theCUBE! Covering IMAGINE: A Better World, a global education conference sponsored by Amazon Web Services. >> Hey welcome back everybody, Jeff Frick here with theCUBE. We're in Seattle, Washington at the AWS IMAGINE education event. First time ever as part of the public sector series. Theresa Carlson kicked it off earlier today. 900 registered people watched this thing grow, like every other Amazon event that we've ever covered. And really, this is all about education. We're excited to be here. Our next guest has been working on this for awhile, He's Lou Pugliese, he's the Senior Innovation Fellow and Managing Director of Technology Innovation at Action Lab, Arizona State. Welcome. >> Thanks for letting me interview here. >> Absolutely. So just before we get started, kind of general impressions of this event? >> You know, it's amazing. I was just saying just a few minutes ago that you go to a lot of conferences, and you know, you go to so many conferences that the goal is to sort of try to meet 80% of the time new people. And you don't ever do that. Here you do, you know. And so there's a lot of people here that I've known for years, that I haven't seen. And there are a lot of new faces here too, so it's great. >> Right. It's really interesting, we cover a lot of conferences and kind of the lifecycle as they grow. But when they're small like this and just getting started you know, it's so intimate. There's so much hall conversations going on, there's so much just genuine sharing of best practices 'cause everybody's still trying to figure it out. >> Exactly, exactly. That's what you're doing here now. >> Absolutely. So, one of the things you're involved in, that caught my eye doing the research for this, is working on research based approach to really understand what works for the student learning experience. So there's all kinds of conversations we can have about higher education. Does it work, does it not work, is it broken? There's a lot of interesting things. Here, you know, it's been really interesting to focus on community colleges specifically and this kind of direct path between skills and getting a job. And it almost feels like the old apprenticeship model, kind of back in the day. You're at a big four year institution and really exploring. What is changing in the education interaction between kids and teachers, kids and curriculum, and how that stuff gets communicated and what's effective? 'Cause it's a new world, it's not the old world. >> No, it is. And you know, at ASU, what's interesting is is that there's a significant digital presence. You know, 35 thousand students very historically, back to 2009. So with that comes a significant amount of footsteps, digital footsteps, that students have taken. And so now you have the ability to be able to analyze that at a much higher level. And so now what we can do, and the part of what we're doing at the Action Lab is: looking specifically at the efficacy of these digital programs, finding out what course design elements do work, and what needs to be changed. And that gives us the ability to sort of feed that information back into the instructional design process, and continue to iterate on that improvement. The unique thing about the lab is that, it's a persistent lab. Most universities are sort of stop and start research initiatives, and they learn a lot and they publish a lot of papers. We've been around for three years, and we'll be around for 10 more, and it's a persistent examination of what we're doing at a digital environment, and we're taking it one step further, we're trying to understand how students behave in a digital environment. We know a lot about how students behave in a classroom or traditional learning setting, but we don't know how they how they learn in a digital environment. >> Right. I love, you said digital footprints, not digital exhaust, (both laugh) and it kind of reminds me of kind of these older you know, long term longitudinal studies, because it's still pretty early days in trying to figure out how these educational tools and mobile and stuff are impacting the way these kids learn. But we know they spend so much time on them, that is their interface to the world. It's almost like your remote control to life is actually this little thing that you carry around in your hand. So I'm curious, what are some of the things you've discovered that are working? What are some of the things that maybe that were kind of surprising that didn't work? What's some of the early findings that's coming out of that research? >> Sure, so in the early studies, we looked specifically at how demographic populations succeed or don't succeed in an environment. And what we found out is: there are certain demographics of students that flourish in an online environment, and consistently perform well. There are some that don't. The second thing we learned specifically is: what types of design features within a course, like the interaction within students, or exposing learning objectives, or getting students to really understand what rubrics of measurement, how content is being used and paced throughout our curriculum. A lot of really detailed information that faculty need to reorient and redesign their instruction, and so we can see a direct predictive value of improvement based on those changes. >> Right. So are you getting stuff out now that's impacting curriculum development? Or are you still kind of pulling the data together and there has not been enough time to really implement it? >> We are doing that, absolutely. One of the elements that we're introducing into the research now is: this notion of, it sounds like a fancy term, non cognitive or social and emotional learning; things that are a predispositions of learning about a student in their, you know, sort of soft skills world. Grit, determination, goal orientation, a variety of different soft skills, and their disposition, and how that impacts how they learn, and how they succeed in a classroom. >> And how important is that? I would imagine it's got to be super important. >> It's a field that is just still early in its science, but we're learning a lot. Not necessarily just about how students will succeed in a course environment, but those types of social/emotional learning skills that are required for them to be successful in a workplace environment. >> Right, right. And then the other factors that were discussed earlier in the key note are some of the, you know, what's happening at home? You know, there's all these other factors that are in a student's life that aren't directly tied to their education, but it can have a significant impact on their ability to learn, either temporarily, or-- >> They're all predispositions, yeah absolutely, yeah. >> Yeah, or full time. That's great. So, as you look forward now, and I think it came up too in the keynote, there's no shortage of data (chuckles) in this education environment. It's really been the time to grab it, analyze it, and put it to work. So, how are, you know, your engagement with Amazon kind of helping you to move your objectives forward? >> Well the Amazon engagement allows us to sort of off load all of the technological constraints, and gives us ultimate possibilities of not necessarily focusing on the tough stuff; the hardware, the integration, the specific tool sets that are required to extract data and analyze data, and focusing specifically on the research. So ultimately, it allows us to redirect our focus in what's really important in our world, because it's not necessarily about the technology, it's how the technology can point and draw a direct line between what the data says and how we create an intervention with students. >> Right. So I'm just curious to get your perspective. You said before we turned on the cameras, you've been involved in this field for a long time, trying to figure out how people can learn, how they can learn better, more effectively. Are there some big, kind of macro themes, that maybe people don't think about enough, that you've seen repeated time and time again, that people should be thinking about when they think about effective education and how to get kids to actually learn what we're trying to teach them? >> Sure, so a couple things. I mean, what we're focused on is not necessarily what we call big data, what we typically know big data as, it's really more about small data, which shows us causality. So for instance, one of the things that we are learning is that peer-to-peer engagement is really, really important in many courses in engaging in asynchronous and synchronous organizations within the course to learn from peers. Also avenues specifically to faculty, so faculty can actually look at the map of the entire classroom and understand who's achieving and focus just only on those people. >> Interesting. Well, good stuff, and, I'm sure, as you get more and more of the digital footprints, the insights will only increase by leaps and bounds. >> Absolutely. >> Alright, Lou, well thanks for taking a few minutes of your time >> Thank you. and we'll look forward to catching up next year and getting some new information. >> Thanks. >> He's Lou, I'm Jeff, thanks for watchin', we're in Seattle, signing off from AWS IMAGINE educate, See ya next time. (upbeat techno music)

>> Narrator: Live from Nice, France. It's theCUBE covering .NEXT conference 2017 Europe brought to you by Nutanix. Hi, I'm Stu Miniman and this is theCUBE's coverage of Nutanix .NEXT. So there's a lot of executives from Nutanix we've had on the program many times. People who've been in job for quite a long time. So Lou Attanasio is the Chief Revenue Officer of Nutanix, and might hold the record for the shortest time in a new job before coming on theCUBE. I love it. Lou, it's like less than a week, right? It's less, five days. Five days? This is the fifth day. All right, so thank you so much for joining us. >> Lou: Nah, it's my pleasure, actually. So for our audience, give us a little bit about your background-- Sure. What brought you to Nutanix? That's a good question. The new IPO company. So I've been in the IT industry quite a long time. To give you a little history, started out actually at IBM, at their Watson Research Center in Yorktown Heights. I had a great span. I was everything from research to a systems engineer to, in sales for a long time. Had many positions, and was there for 38 years at IBM. It was a good run. My last job at IBM was the GM for their cloud software business, and I also had mainframe software reporting to me, and it was a great team. Then, you know, it was time. There was some things that, you always want to see how you could do outside IBM, outside the mothership. I still have blue in my blood, but I went to another company,, an enterprise cloud data management company, Informatica, and had an incredibly good run there. Quite frankly, I wasn't looking for a job. You can probably tell, I'm not a job hopper, and an opportunity came about. And I'll answer your second, why Nutanix. Someone reached and said, hey, a CEO of an incredible company wants to just have a conversation with you. Frankly, I said no, (Stu laughs) and I have to be real honest with you, Dheeraj was pretty persistent, and we had a meeting. It was on a Sunday, and we spent four hours together. There was something very interesting about that meeting and it really kind of got my head spinned a little bit. In the four hours, we spent probably about two and half hours talking about family, but it wasn't just biological family. He talked about his team and the employees as his family, and then, that wasn't enough, then he talked about his clients and how they were family, and once I started realizing that, that's the kind of company that I was used to, that really cared about its people, that great products don't make great companies, great people make great companies. It was instantaneous, I realized that this is a company that was pretty special. Dheeraj was very special, and that's the reason why I came. Yeah, I think back to Dheerj's first keynote at the Nutanix show in Miami, the first one. I've been at all five of the Nutanix .NEXT events, and he got up on stage and spent time, I think he called it his constituencies. There's the employees, there's the partners, customers, of course, very important, and then he said, you know, not too distant future I'll have a new constituency, kind of alluding to going public eventually, and of course, we're there. So as Chief Revenue Officer, paint us a picture as to which of these constituencies do you actually interact with and-- It would really be all. Yeah. I mean, listen, the growth path that Nutanix is on right now is incredibly steep. I've been fortunate to have some very large teams and some big responsibilities in the past, and so my job is to do two things. One is obviously continue the growth, but also make sure that the foundation upon which this growth I going is solid. You need a good foundation, you know? So that's where I'm going to be first focusing. I'm not coming in here with any preconceived notion, and I've told my team this, is that, I'm not coming in here and saying, ah, we got to change everything. They're doin' pretty damn good on their own. They don't need me to change things. But what they do need is to make sure that that growth can continue, and that we put infrastructure and things in place to continue to help with that, and that's really what I'm spending time with. So my first week has been listening to the field teams and gettin' to know them and getting them to know me, but also probably the most important is I've been listening to clients, and I've never been part of any company where I've seen more clients who have more passion for the products that Nutanix has. It surprised me, and I shouldn't have been surprised, in what was told to me, but everything that has been told to me has come to fruition. So one of the things that you talk about, change, Nutanix is making some of their own changes themselves with how they're putting together, their expanding the product line, some of the go-to market pieces. Just had a conversation with Sudheesh yesterday, had a conversation with Dheeraj on theCUBE. Talked about how the goal for Nutanix has become an iconic software company. Right. And there's been things out in the financial news talking about, okay, does Nutanix become a software only company? So if, hypothetically that happened, what does that mean from a revenue, margin, growth, sales, I mean, that has a pretty big ripple effect. Yeah but, I would say this, if you look at any of the companies, IBM, if you look at how they've changed from a hardware company to a services company and then a software company and now it's a cognitive company, every company has gone through, and you need to change. Any company that stays in one place for too long will get crushed in the environment that we have. The beautiful thing about this coming into more of a software business is that now we can give our clients choice. Clients don't want us to go in there and say, you must do it this way and you have to do it this way. The fact that we're givin' 'em choice on the hypervisor, on the ability to run on multiple hardware. If a company's already invested in company that already has a different set of hardware, and then all of a sudden we introduce a new hardware, that just puts more burden on them. So I think that the, and, by the way, as you probably know, software has some very good profit margins. Yeah. And I'm not here to tell you what those profit margins are, but history has shown that it's a good thing for a business as a whole, and I think that the strategy that the board and Dheeraj is on, I think it's the absolute right one. All right, Lou, what about scaling sales? Whether the software piece being a piece of it, but how do you look at that from a philosophical standpoint? We're at an international event here. I've been watching Nutanix since it was a couple dozen people, and now it's 2,800 people. How do you look at growing sales direct, indirect, and that piece of the business? Sure, so one of the things that I think is unique here is that all our business goes through partners, so there's no real channel conflict and I think that's a great thing. I mean, I will tell you that I think the team, the growth that they've been on and the amount of reps and technical teams and everyone they've hired over the last couple years, I tell you what, in my first five days here I could tell ya, they've done a really, really good job. My hat's off to the team. Our job is to continue that momentum, and one of the key things is going to be enablement. We got to make sure that the people we bring in here, you know, I have a saying, and I'll continue to use it. It's, average is no longer good enough. We can't be average, not to compete in the marketplace that we're in. So my job is to make sure that we bring in the very best people we can, both on the technical side, on the channel side, on the sales side, the leadership side. And fortunately, what an incredible good base that I have to work off of because a lot of 'em are already here. Yeah. When I think about the slice of money, there's the partners on the technology side, you've got the OEMs, you've got a pretty large ecosystem of software partners helping out here. You've got the channel and you've got Nutanix. How do you balance that? How do you look at growing that and keeping all those various constituencies-- The interesting thing is, for any company and for any ones that I've been part of, the number one reason why anyone loses, the number one reason why you lose is you're not there. So you need to have routes to market. No matter how big of a sales team I have, I'll never be able to have the reach, and more importantly, the relationships that some of these partners have had for some of their clients for years and years and years. So my job and our job is to take advantage of those relationships and to give them the technology to help solve some of their clients' problems. So I think we're well positioned, and I want to use all the different routes to market, no matter where we are in different parts of the world. Some I may use more of in some areas, and also, I don't believe in, you know, we're a US-based company but I don't believe in, oh, well this is the way we're going to do it, and then go out to all the different geographies and say, well this is how we're doin' it. I like to listen, because things that are done in Europe, in EMEA, are going to be very different than what we do in AP, and I really want to make sure that each of those geographies can work the system culturally and business-wise for their geography. I treat my field leaders as CEOs of their own business, and I'll give them the tools that they need to be successful. Yeah, how do you deal with the lumpiness of the business, especially, I think, dealing with certain partners? You kind of got the end of quarter, end of year that comes onto those-- Yeah, well it's interesting. I think most of the lumpiness in most businesses is due to ELAs. ELAs, I always say it's a drug. It's drug that's tough to get off of, because you can have one really big quarter and because you did a couple ELAs and then others. I have to admit, this company is not on a, not been doin' it. Our whole premise is, start small and you can go in and then you can grow. Where other companies, it's, we're going to get you into a big ELA, and then we're going to trap you into that ELA. You'll never be able to get out of it because the penalties will be so high. And then you have a customer who, frankly, they have your products but they don't really want your products, but they have to have your products. We'd rather have them want our products and grow small and then grow big, so I think right now, any company, by the way, will have some lumps here and there, and we'll get a big deal now and then and sometimes it's tough. But the growth that they're on, I anticipate bein' a little less of that, and my view is, get that steady growth, no lumps. I think that we're positioned to do that. Yeah. Any commentary on kind of, just global economic conditions? How that plays into things? I've had many conversations with Dheeraj about kind of the timing of the IPO and the challenging of it, and he was like, well, we're going to go out, so in the long it doesn't matter really whether it was a down month or quarter. Right. Up, or anything like that. But there's a lot of uncertainty in the world these days, so how does that impact your thinking? Yeah but I, you know what, there's always uncertainty now. I think the interesting part is, we're so well positioned that we can actually, even if economic businesses are down or economy's down, I think that some of the solutions that we have, in some cases provide such great value that they could save money, so I think we're in a much better position even in a down economy. So, listen, I've been in businesses we've done really well when economies are down and when the economy's up. You just got to keep the focus. You can't keep changing strategy every time you hear a news report. If you stay to your goal, you keep pushin' on the goal, you got great leadership, and that's how great businesses are done. Okay, so Lou, want to just give you the final word. Sure. You've been, I think, in learning and listening mode for a lot of it. Anything we should be looking for, that we should be looking differently from Nutanix kind of over the next six to 12 months? I would just say this, the best thing I could say is, you're going to get more of the same. That's great news. More of the same means we're going to continue the growth that we've been on. I think that you're going to see, that comment of average is no longer good enough, we want to make sure that everything that we do, we're the very best at it. I think we have some of the best programmers and development people in the world. I think that we have incredibly good visionaries. We've got people who are backing us, we've got momentum, both on the press, oh, with our customers, probably most important is our customers. And then I also, before I came here I looked at all the commentary that employees have about the company, so all the way around I couldn't be more honored to be part of this team, and I'm proud to be part of it and I hope to add value to the team moving forward. All right, well, Lou Attanasio, in addition to being new to Nutanix, you're now a CUBE alumni too. So thank you so much for joining us. Of course. Look forward to catching up with you again once you've dug in a little bit more. That sounds good, thank you very much. All right, so I'm Stu Miniman. We'll be back with lots more coverage here. You're watching theCUBE. (upbeat music)

foreign [Music] my name is Savannah Peterson and I am very excited to be coming to you today from the cube in Palo Alto we're going to be talking about kubecon giving a little preview of the hype and what you might be able to expect in Detroit with the one and only co-founder and CEO of the cube and siliconangle John ferriere John hello how are you today thanks for hosting and doing the preview with me my goodness a pleasure I we got acquainted this time last year how do you think the ecosystem has changed are you excited well first of all I missed kubecon Valencia because I had covid I was so excited to be there this big trip plan and then couldn't make it but so much has gone on I mean we've been at every kubecon the cube was there at the beginning when openstack was still going on kubernetes just started came out of Google we were there having beers with Lou Tucker and a bunch of The Luminaries when it all kind of came together and then watch it year by year progress through and how it's changed the industry and mainly how open source has been really the wave behind it combining with the Linux foundation and then cncf and then open source movement and good kubernetes has been amazing and under it all containers has been the real driver and all this so you know Docker containers Docker was a well-funded company they had to Pivot and were restructured now they're pure open source so containers have gone Supernova on top of that kubernetes and with that's a complete ecosystem of opportunity to create the next operating system in in software development so to me kubecon is at the center of software software 2030 what do you want to call it super cloud it's that it's really action it's not where the old school is it's where the new school is excellent so what has you most excited this year what's the biggest change from this time last year and now well two things I'm looking at this year uh carefully both from an editorial lens and also from a sponsorship lenses where is the funding going on the sponsorships because again a very diverse ecosystem of Builders but also vendors so I'm going to see how that Dynamics going on but also on the software side a lot of white space going on in the stack or in the map if you will you know the run times you've got observability you got a lot of competition maybe projects might be growing some Rising some falling maybe merge together I'm going to see how that but there's a lot of white spaces developing so I'm curious to see what's new on that area and then service meshes is a big deal this year so I'm looking for what's going on so it's been kind of a I won't say cold war but kind of like uh you know where is this going to go and because it's a super important part of of the of the orchestration and managing containers and so be very interested to see how service mesh does istio and other versions out there have been around for a while so that and also the other controversy is the number of stars on GitHub a project may have so sometimes that carries a lot of weight but we're going to look at which ones are rising which ones are falling again um which ones are getting the most votes by the developers vote with their code yeah absolutely well we did definitely miss you down in Los Angeles but it will be great to be in Detroit what has you most excited do you think that we're going to see the number of people in person that we have in the past I know you've seen it since the beginning so I think this year is going to be explosive from that psychology angle because I think it was really weird because La was on they were a bold to make that move we're all there is first conference back it was a lot a lot of like badges don't touch me only handshakes fist pumps but it was at the beginning of the covid second wave right so it was kind of still not yet released where everyone's was not worried about it so I think it's in the past year in the past eight months I mean I've been places with no masks people have no masks Vegas other places so I think it's going to be a year where it will be a lot more people in person because the growth and the opportunities are so big it's going to drive a lot of people in person just like Amazon reinvent those yeah absolutely and as the most important and prominent event in the kubernetes space I think everyone's very excited to to get back together when we think about this space do you think there that anyone's the clear winner yet or do you think it's still a bit of a open territory in terms of the companies and Partnerships I think Red Hat has done a great job and they're you know I think they're going to see how well they can turn this into gold for them because they've positioned themselves very well open shift years ago was kind of waffling I won't say it in a bad way but like but once they got view on containers and kubernetes red has done an exceptional job in how they position their company being bought by ibms can be very interesting to see how that influences change so if Red Hat can stay red hat I think IBM will win I think customers that's one company I like the startups we're seeing companies like platform nine Rafi systems young companies coming out in the kubernetes as a service space because I think whoever can make kubernetes easier because I think that's the hard part right now even though that the show is called kubecon is a lot more than kubernetes I think the container layer what docker's doing has been exceptional that's the real action the question is how does that impact the kubernetes layers so kubernetes is not a done deal yet I think it hasn't really crossed the chasm yet it's certainly popular but not every company is adopting it so we're starting to see that we need to see more adoption of kubernetes seeing that happen it's going to decide who the winners are totally agree with that if you look at the data a lot of companies are and people are excited about kubernetes but they haven't taken the plunge to shifting over their stack or fully embracing it because of that complexity so I'm very curious to see what we learn this week about who those players might be moving forward how does it feel to be in Detroit when was the last time you were here I was there in 2007 was the last time I was in that town so uh we'll see what's like wow yeah but things have changed yeah the lions are good this year they've got great hockey goalies there so you know all right you've heard that sports fans let John know what you're thinking your Sports predictions for this season I love that who do you hope to get to meet while we're at the show I want to meet more end user customers we're gonna have Envoy again on the cube I think Red Hat was going to be a big sponsor this year they've been great um we're looking for end user project most looking for some editorial super cloud like um commentary because the cncf is kind of the developer Tech Community that's powering in my opinion this next wave of software development Cloud native devops is now Cloud native developers devops is kind of going away that's killed I.T in my opinion data and security Ops is the new kind of Ops the new it so it's good to see how devops turns into more of a software engineering meet supercloud so I think you're going to start to see the infrastructure become more programmable it's infrastructure as code so I think if anything I'm more excited to hear more stories about how infrastructure as code is now the new standard so if when that truly happens the super cloud model be kicking into high gear I love that let's you touched on it a little bit right there but I want to dig in a bit since you've been around since the beginning what is it that you appreciate or enjoy so much about the kubernetes community and the people around this I think there are authentic people and I think they're they're building they're also Progressive they're very diverse um they're open and inclusive they try stuff and um they can be critical but they're not jerks about it so when people try something um they're open-minded of a failure so it's a classic startup mentality I think that is embodied throughout the Linux Foundation but CNC in particular has to bridge the entrepreneurial and corporate Vibe so they've done an exceptional job doing that and that's what I like about this money making involved but there's also a lot of development and Innovation that comes out of it so the next big name and startup could come out of this community and that's what I hope to see coming out here is that next brand that no one's heard of that just comes out of nowhere and just takes a big position in the marketplace so that's going to be interesting to see hopefully we have on our stage there yeah that's the goal we're going to interview them all a year from now when we're sitting here again what do you hope to be able to say about this space or this event that we might not be able to say today I think it's going to be more of clarity around um the new modern software development techniques software next gen using AI more faster silicon chips you see Amazon with what they're doing the custom silicon more processing but I think Hardware matters we've been talking a lot about that I think I think it's we're going to shift from what's been innovative and what's changed I think I think if you look at what's been going on in the industry outside of crypto the infrastructure hasn't really changed much except for AWS what they've done so I'm expecting to see more Innovations at the physics level way down in the chips and then that lower end of the stack is going to be dominated by either one of the three clouds probably AWS and then the middle layer is going to be this where the abstraction is around making infrastructure as code really happen I think that's going to be Clarity coming out of this year next year we should have some visibility into the vertical applications and of the AI and machine learning absolutely digging in on that actually even more because I like what you're saying a lot what verticals do you think that kubernetes is going to impact the most looking even further out than say a year I mean I think that hot ones Healthcare fintech are obvious to get the most money they're spending I think they're the ones who are already kind of creating these super cloud models where they're actually changed over their their spending from capex to Opex and they're driving top line revenue as part of that so you're seeing companies that wants customers of the I.T vendors are now becoming the providers that's a big super cloud Trend we see the other verticals are going to be served by a lot of men in Surprise oil and gas you know all the classic versus Healthcare I mentioned that one those are the classic verticals retail is going to I think be massively huge as you get more into the internet of things that's truly internet based you're going to start to see a lot more Edge use cases so Telecom I think it's going to be completely disrupted by new brands so I think once that you see see how that plays out but all verticals are going to be disrupted just a casual statement to say yeah yeah no doubt in my mind that's great I'm personally really excited about the edge applications that are possible here and can't wait to see can't wait to see what happens next I'm curious as to your thoughts how based given your history here and we don't have to say number of years that you've been participating in in Cape Cod but give them your history what's the evolution looked like from that Community perspective when you were all just starting out having that first drink did you anticipate that we would be here with thousands of people in Detroit you know I knew the moment was happening around um 2017-2018 Dan Coney no longer with us he passed away I ran into him randomly in China and it was like what are you doing here he was with a bunch of Docker guys so they were already investing in so I knew that the cncf was a great Steward for this community because they were already doing the work Dan led a great team at that time and then they were they were they were kicking ass and they were just really setting the foundation they dig in they set the architecture perfectly so I knew that that was a moment that was going to be pretty powerful at the early days when we were talking about kubernetes before it even started we were always always talking about if this this could be the tcpip of of cloud then we could have kind of a de facto interoperability and Lou Tucker was working for Cisco at the time and we were called it interclouding inter-networking what that did during the the revolution Cloud yeah the revolution of the client server and PC Revolution was about connectivity and so tcpip was the disruptive enable that created massive amounts of wealth created a lot of companies created a whole generation of companies so I think this next inflection point is kind of happening right now I think kubernetes is one step of this abstraction layer but you start to see companies like snowflake who's built on AWS and then moved to multiple clouds Goldman Sachs Capital One you're going to see insurance companies so we believe that the rise of the super cloud is here that's going to be Cloud 3.0 that's software 3.0 it's software three what do you want to call it it's not yesterday's Cloud lift and shift and run a SAS application it's a true Enterprise digital digital transformation so that's that's kind of the trend that we see riding in now and so you know if you're not on that side of the street you're going to get washed away from that wave so it's going to be interesting to see how how it all plays out so it's fun to watch who's on the wrong side it is very fun I hope you all are listening to this really powerful advice from John he's dropping some serious knowledge bombs on us well holding the back for kubecon because we've got we got all the great guests coming on and that's where all the content comes from I mean the best part of the community is that they're sharing yeah absolutely so just for old time's sake and it's because it's how I met your fabulous team last year Define kubernetes for the audience kubernetes is like what someone said it was a magical Christmas I heard that was a well good explanation with that when I heard that one um you mean the technical definition or like the business definition or maybe both you can give us an interpretive dance if you'd like I mean the simplest way to describe kubernetes is an orchestration layer that orchestrates containers that are containing applications and it's a way to keep things running and runtime assembly of like the of the data so if you've got you're running containers you can containerize applications kubernetes gives you that capability to run applications at scale which feeds into uh the development uh cycle of the pipelining of apps so if you're writing applications and you want to scale up it's a fast way to stand up massive amounts of scale using containers and kubernetes so a variety of other things that are in the in the in the system too so that was pretty good there's a lot more under the hood but that's the oversimplified version I think that's what we were going for I think it's actually I mean it's harder to oversimplify it sometimes in this case it connects it connects well it's the connective tissue between all the container applications yes last question for you John we are here at the cube we're very excited to be headed to Detroit very soon what can people expect from the cube at coupon this year so we'll be broadcasting Wednesday Thursday and Friday we'll be there early I'll be there Monday and Tuesday we'll do our normal kind of hanging around getting some scoop on the on the ground floor you'll see us there Monday and Tuesday probably in the in the lounge too um come up and say hi to us um again we're looking for more stories this year we believe this is the year that you're going to hear a lot more storytelling coming out of this community as people get more proof points so come up to us share your email your your handle give us yours give us your story we'll publish it we think we think this is going to be the year that cloud native developers start showing the signs of the of the rise of the supercloud that's going to come out of this this community so you know if you got something to say you know we're open to share stories so we're here all that speaking of John how can people say hi to you and the team on Twitter at Furrier at siliconangle at thecube thecube.net siliconangle.com LinkedIn Dave vellantis they were open on all channels all right signal Instagram WhatsApp perfect well pick your channel we really hope to hear from you John thank you so much for joining us for this preview session and thank you for tuning in my name is Savannah Peterson here in Palo Alto at thecube Studios looking forward to Detroit we can't wait to hear your thoughts do let us know in the comments and let us know if you're headed to Michigan cheers [Music] thank you

(upbeat music) >> Hello, everyone. Welcome to theCUBE here, in Palo Alto, California for a Cube Conversation. I'm John Furrier, host of theCUBE. This is a KubeCon preview conversation. We got a great guest here, in studio, Madhura Maskasky, Co-Founder and VP of Product, Head of Product at Platform9. Madhura, great to see you. Thank you for coming in and sharing this conversation about, this cube conversation about KubeCon, a Kubecon conversation. >> Thanks for having me. >> A light nice play on words there, a little word play, but the fun thing about theCUBE is, we were there at the beginning when OpenStack was kind of on its transition, Kubernetes was just starting. I remember talking to Lou Tucker back in, I think Seattle or some event and Craig McLuckie was still working at Google at the time. And Google was debating on putting the paper out and so much has happened. Being present at creation, you guys have been there too with Platform9. Present at creation of the Kubernetes wave was not obvious only a few insiders kind of got the big picture. We were one of 'em. We saw this as a big wave. Docker containers at that time was a unicorn funded company. Now they've went back to their roots a few years ago. I think four years ago, they went back and recapped and now they're all pure open source. Since then Docker containers and containers have really powered the Kubernetes wave. Combined with the amazing work of the CNCF and KubeCon which we've been covering every year. You saw the maturation, you saw the wave, the early days, end user projects being contributed. Like Envoy's been a huge success. And then the white spaces filling in on the map, you got observability, you've got run time, you got all the things, still some white spaces in there but it's really been great to watch this growth. So I have to ask you, what do you expect this year? You guys have some cutting edge technology. You got Arlo announced and a lot's going on Kubernetes this year. It's going mainstream. You're starting to see the traditional enterprises embrace and some are scaling faster than others, manage services, plethora of choices. What do you expect this year at KubeCon North America in Detroit? >> Yeah, so I think you summarize kind of that life cycle or lifeline of Kubernetes pretty well. I think I remember the times when, just at the very beginning of Kubernetes, after it was released we were sitting I think with box, box dot com and they were describing to us why they are early adopters of Kubernetes. And we were just sitting down taking notes trying to understand this new project and what value it adds, right? And then flash forward to today where there are Dilbert strips written about Kubernetes. That's how popular it has become. So, I think as that has happened, I think one of the things that's also happened is the enterprises that adopted it relatively early are running it at a massive scale or looking to run it at massive scale. And so I think at scale cloud-native is going to be the most important theme. At scale governance, at scale manageability are going to be top of the mind. And the third factor, I think that's going to be top of the mind is cost control at scale. >> Yeah, and one of the things that we've seen is that the incubated projects a lot more being incubated now and you got the combination of end user and company contributed open source. You guys are contributing RLO >> RLO. >> and open source. >> Yeah. >> That's been part of your game plan there. So you guys are no stranger open source. How do you see this year's momentum? Is it more white space being filled? What's new coming out of the block? What do you think is going to come out of this year? What's rising in terms of traction? What do you see emerging as more notable that might not have been there last year? >> Yeah, so I think it's all about filling that white space, some level of consolidation, et cetera. That's usually the trend in the cloud-native space. And I think it's going to continue to be on that and it's going to be tooling that lets users simplify their lives. Now that Kubernetes is part of your day to day. And so it is observability, et cetera, have always been top of the mind, but I think starting this year, et cetera it's going to be at the next level. Which is gone other times of just running your Prometheus at individual cluster level, just to take that as an example. Now you need a solution- >> Yep. >> that operates at this massive scale across different distributions and your edge locations. So, it's taking those same problems but taking them to that next order of management. >> I'm looking at my notes here and I see orchestration and service mesh, which Envoy does. And you're seeing other solutions come out as well like Linkerd and whatnot. Some are more popular than others. What areas do you see are most needed? If you could go in there and be program chair for a day and you've got a day job as VP of product at Platform9. So you kind of have to have that future view of the roadmap and looking back at where you've come, what would you want to prioritize if you could bring your VP of product skills to the open source and saying, hey, can I point out some needs here? What would you say? >> Yeah, I think just the more tooling that lets people make sense and reduce some of the chaos that this prowling ecosystem of cloud-native creates. Which is tooling, that is not adding more tooling that covers white space is great, but introducing abilities that let you better manage what you have today is probably absolutely top of the mind. And I think that's really not covered today in terms of tools that are around. >> You know, I've been watching the top five incubated projects in CNCF, Argo cracked the top five. I think they got close to 12,000 GitHub stars. They have a conference now, ArgoCon here in California. What is that about? >> Yeah. >> Why is that so popular? I mean, I know it's kind of about obviously workflows and dealing with good pipeline, but why is that so popular right now? >> I think it's very interesting and I think Argo's journey and it's just climbed up in terms of its Github stars for example. And I think it's because as these scale factors that we talk about on one end number of nodes and clusters growing, and on the other end number of sites you're managing grows. I think that CD or continuous deployment of applications it used to kind of be something that you want to get to, it's that north star, but most enterprises wouldn't quite be there. They would either think that they're not ready and it's not needed enough to get there. But now when you're operating at that level of scale and to still maintain consistency without sky rocketing your costs, in terms of ops people, CD almost becomes a necessity. You need some kind of manageable, predictable way of deploying apps without having to go out with new releases that are going out every six months or so you need to do that on a daily basis, even hourly basis. And that's why. >> Scales the theme again, >> Yep. >> back to scale. >> Yep. >> All right, final question. We'll wrap up this preview for KubeCon in Detroit. Whereas we start getting the lay of the land and the focus. If you had to kind of predict the psychology of the developer that's going to be attending in person and they're going to have a hybrid event. So, they will be not as good as being in person. Us, it's going to be the first time kind of post pandemic when I think everyone's going to be together in LA it was a weird time in the calendar and Valencia was the kind of the first international one but this is the first time in North America. So, we're expecting a big audience. >> Mhm. >> If you could predict or what's your view on the psychology of the attendee this year? Obviously pumped to be back. But what do you think they're going to be thinking about? what's on their mind? What are they going to be peaked on? What's the focus? Where will be the psychology? Where will be the mindset? What are people going to be looking for this year? If you had to make a prediction on what the attendees are going to be thinking about what would you say? >> Yeah. So there's always a curiosity in terms of what's new, what new cool tools that are coming out that's going to help address some of the gaps. What can I try out? That's always as I go back to my development roots, first in mind, but then very quickly it comes down to what's going to help me do my job easier, better, faster, at lower cost. And I think again, I keep going back to that theme of automation, declarative automation, automation at scale, governance at scale, these are going to be top of the mind for both developers and ops teams. >> We'll be there covering it like a blanket like we always do from day one, present at creation at KubeCon we are going to be covering again for the consecutive year in a row. We love the CNCF. We love what they do. We thank the developers this year, again continue going mainstream closer and closer to the front lines as the company is the application. As we say, here on theCUBE we'll be there bringing you all the signal. Thanks for coming in and sharing your thoughts on KubeCon 2022. >> Thank you for having me. >> Okay. I'm John Furrier here in theCUBE in Palo Alto, California. Thanks for watching. (upbeat music)

>>Okay, welcome back everyone. Day three of the cube coverage here at VMware VMware Explorer, not world 12 years. The Cube's been covering VMware is end user conference this year. It's called explore previously world. We got two great guests, friends of the cube friend, cube, alumni and cloud rod, Keith Townson, principal CTO advisor, air streaming his way into world this year in a big way. Congratulations. And course James Erhard principal technology, a at tan zoo cloud ARA. He's been in cloud game for a long time. We've known each other for a long, long time, even before cloud was cloud. So great to see you guys. Thanks for coming on. >>Ah, it's a pleasure, always happy to >>Be here. So day threes are kind of like riff. I'll throw out super cloud. You guys will, will trash it. We'll debate. It'll be controversial and say this damage done by the over rotation of developer experience. We'll defend Tansu, but really the end of the game is, is that guys, we have been on the cloud thing for a long time. We're we're totally into it. And we've been saying infrastructure is code as the end state. We want to get there. Right? DevOps and infrastructure is code has always been the, the, the underlying fire burning in, in all the innovation, but it's now getting legitimately enterprised it's adopted in, in, in large scale, Amazon web services. We saw that rise. It feels we're in another level right now. And I think we're looking at this new wave coming. And I gotta say, you know, the Broadcom thing has put like an electric shock syndrome into this ecosystem cuz they don't know what's gonna happen next. So as a result, everyone's kind of gotta spring in their step a little, whether it's nervous, energy or excitement around something happening, it's all cloud native. So, you know, as VMware's got such a great investment in cloud native, but yet multi cloud's the story. Right? So, so messaging's okay. So what's happening here? Like guys let's, let's break it down. You're on the show floor of the Airstream you're on the inside, but with the seeing the industry, James will start with you what's happening this year with cloud next level and VMware's future. >>Yeah, I think the big thing that is happening is that we are beginning to see the true separation of capacity delivery from capacity consumption in computing. And what I mean by that is the, the abstractions that sort of bled between the idea of a server and the idea of an application have sort of become separated much better. And I think Kubernetes is, is the strong evidence of that. But also all of the public cloud APIs are strong evidence of that. And VMware's APIs, frankly, before that we're strong evidence of that. So I think what's, what's starting to happen now then is, is developers have really kind of pulled very far away from, from anything other than saying, I need compute, I need network. I need storage. And so now you're seeing the technologies that say, well, we've figured out how to do that at a team level, like one team can automate an application to an environment, but another team will, you know, other teams, if I have hundreds of teams or, or thousands of applications, how do I handle that? And that's what the excitement I think is right >>Now. I mean the, the developer we talking, we're going on camera before you came on camera Keith around, you know, your contr statement around the developer experience. Now we, I mean, I believe that the cloud native development environment is doing extremely well right now. You talk to, you know, look around the industry. It's, it's at an all time high and relative to euphoria, you know, sit on the beach with sunglasses. You couldn't be better if you were a developer open source, booming, everything's driving to their doorstep, self service. They're at the center of the security conversation, which shift left. Yeah. There's some things there, but it's, it's a good time. If you're a developer now is VMware gonna be changing that and, and you know, are they gonna meet the developers where they are? Are they gonna try to bring something new? So these are conversations that are super important. Now VMware has a great install base and there's developers there too. So I think I see their point, but, but you have a take on this, Keith, what's your, what's your position on this? How do the developer experience core and tangential played? >>Yeah, we're I think we're doing a disservice to the industry and I think it's hurting and, or D I think I'm gonna stand by my statement. It's damaging the in industry to, to an extent VMware >>What's damaging to the >>Industry. The focusing over focusing on developer experience developer experience is super important, but we're focusing on developer experience the, the detriment of infrastructure, the infrastructure to deliver that developer experience across the industry isn't there. So we're asking VMware, who's a infrastructure company at core to meet the developer where the developer, the developer is at today with an infrastructure that's not ready to deliver on the promise. So when we're, when NetApp is coming out with cool innovations, like adding block storage to VMC on AWS, we collectively yawn. It's an amazing innovation, but we're focused on, well, what does that mean for the developer down the road? >>It should mean nothing because if it's infrastructure's code, it should just work, right. >>It should just work, but it doesn't. Okay. >>I see the damage there. The, >>The, when you're thinking, oh, well I should be able to just simply provide Dr. Service for my on-prem service to this new block level stores, because I can do that in a enterprise today. Non-cloud, we're not there. We're not at a point where we can just write code infrastructure code and that happens. VMware needs the latitude to do that work while doing stuff like innovating on tap and we're, you know, and then I think we, we, when buyers look at what we say, and we, we say VMware, isn't meeting developers where they're at, but they're doing the hard work of normalizing across clouds. I got off a conversation with a multi-cloud customer, John, the, the, the, the unicorn we all talk about. And at the end I tried to wrap up and he said, no, no, no way. I gotta talk about vRealize. Whoa, you're the first customer I heard here talk about vRealize and, and the importance of normalizing that underlay. And we just don't give these companies in this space, the right >>Latitude. So I'm trying to, I'm trying to rock a little bit what you're saying. So from my standpoint, generically speaking, okay. If I'm a, if the developers are key to the, to the cloud native role, which I, I would say they are, then if I'm a developer and I want, and I want infrastructure as code, I'm not under the hood, I'm not getting the weeds in which some lot people love to do. I wanna just make things work. So meet me where I'm at, which means self-service, I don't care about locking someone else should figure that problem out, but I'm gonna just accelerate my velocity, making sure it's secure. And I'm moving on being creative and doing my thing, building apps. Okay. That's the kind of the generic, generic statement. So what has to happen in your mind to >>Get there? Yeah. Someone, someone has to do the dirty work of making the world move as 400, still propagate the data center. They're still H P X running SAP, E there's still, you know, 75% of the world's transactions happen through SAP. And most of that happens on bare metal. Someone needs to do the plumbing to give that infrastructure's cold world. Yeah. Someone needs to say, okay, when I want to do Dr. Between my on premises edge solution and the public cloud, someone needs to make it invisible to the Kubernetes, the, the Kubernetes consuming that, that work isn't done. Yeah. It >>Is. It's an >>Opportunity. It's on paper. >>It's an opportunity though. It's not, I mean, we're not in a bad spot. So I mean, I think what you're getting at is that there's a lot of fix a lot of gaps. All right. I want Jay, I wanna bring you in, because we had a panel at super cloud event. Chris Hoff, you know, beaker was on here. Yeah. He's always snarky, but he's building, he's been building clouds lately. So he's been getting his, his hands dirty, rolling up his sleeves. The title of panel was originally called the innovators dilemma with a question, mark, you know, haha you know, innovators, dilemma, little goof on that. Cuz you know, there's challenges and trade offs like, like he's talking about, he says we should call it the integrator's dilemma because I think a lot of people are talking about, okay, it's not as seamless as it can be or should be in the Nirvana state. >>But there's a lot of integration going on. A lot of APIs are, are key to this API security. One of the most talked about things. I mean I interviewed six companies on API security in the past couple months. So yeah. I mean I never talked to anybody about API security before this year. Yeah. APIs are critical. So these key things of cloud are being attacked. And so there's more complexity as we're getting more successful. And so, so I think this is mucking up some of the conversations, what's your read on this to make the complexity go away. You guys have the, the chaos rain here, which I actually like that Dave does too, but you know, Andy Grove once said let chaos rain and then rain in the chaos. So we're in that reign in the chaos mode. Now what's your take on what Keith was saying around. Yeah. >>So I think that the one piece of the puzzle that's missing a little bit from Keith's narrative that I think is important is it's really not just infrastructure and developers. Right? It's it's there's in fact, and, and I, I wrote a blog post about this a long time ago, right? There's there's really sort of three layers of operations that come out of the cloud model in long term and that's applications and infrastructure at the bottom and in the middle is platform and services. And so I think one of the, this is where VMware is making its play right now is in terms of providing the platform and service capability that does that integration at a lower level works with VMs works with bare metal, works with the public cloud services that are available, makes it easy to access things like database services and messaging services and things along those lines. >>It makes it easy to turn code that you write into a service that can be consumed by other applications, but ultimately creates an in environment that begins to pull away from having to know, to write code about infrastructure. Right. And so infrastructure's, code's great. But if you have a right platform, you don't have to write code about infrastructure. You can actually D declare what basic needs of the application are. And then that platform will say, okay, well I will interpret that. And that's really, that's what Kubernetes strength is. Yeah. And that's what VMware's taking advantage of with what we're doing >>With. Yeah. I remember when we first Lou Tucker and I, and I think you might have been in the room during those OpenStack days and when Kubernetes was just starting and literally just happened, the paper was written, gonna go out and a couple companies formed around it. We said that could be the interoperability layer between clouds and our, our dream at that time was Hey. And, and we, we mentioned and Stratus in our, our super cloud, but the days of spanning clouds, a dream, we thought that now look at Kubernetes. Now it's kind of become that defacto rallying moment for, I won't say middleware, but this abstraction that we've been talking about allows for right once run anywhere. I think to me, that's not nowhere in the market today. Nobody has that. Nobody has anything that could write once, read one, write once and then run on multiple clouds. >>It's more true than ever. We had one customer that just was, was using AKs for a while and then decided to try the application on EKS. And they said it took them a couple of hours to, to get through the few issues they ran into. >>Yeah. I talked to a customer who who's going from, who went from VMC on AWS to Oracle cloud on Oracle cloud's VMware solution. And he raved about now he has a inherent backup Dr. For his O CVS solution because there's a shim between the two. And >>How did he do >>That? The, there there's a solution. And this is where the white space is. James talked about in the past exists. When, when I go to a conference like Cuban, the cube will be there in, in Detroit, in, in, in about 45 days or so. I talk to platform group at the platform group. That's doing the work that VMware red had hash Corp all should be doing. I shouldn't have to build that shim while we rave and, and talk about the power Kubernetes. That's great, but Kubernetes might get me 60 to 65% of their, for the platform right now there's groups of developers within that sit in between infrastructure and sit in between application development that all they do is build platforms. There's a lot of opportunity to build that platform. VMware announced tap one, 1.3. And the thing that I'm surprised, the one on Twitter is talking about is this API discovery piece. If you've ever had to use an API and you don't know how to integrate with it or whatever, and now it, it just magically happens. The marketing at the end of developing the application. Think if you're in you're, you're in a shop that develops hundreds of applications, there's thousands or tens of thousands of APIs that have to be documented. That's beating the developer where it's at and it's also infrastructure. >>Well guys, thanks for coming on the cube. I really appreciate we're on a time deadline, which we're gonna do more. We'll follow up on a power panel after VMware Explorer. Thanks for coming on the cube. Appreciate it. No problem. See you pleasure. Yeah. Okay. We'll be back with more live coverage. You, after this short break, stay with us.

>>Okay, welcome back everyone. There's the cubes coverage of VMware Explorer, 22 formerly world. We've been here since 2010 and world 2010 to now it's 2022. And it's VMware Explorer. We're here at the CEO, regular writer. Welcome back to the cube. Great to see you in person. >>Yeah. Great to be here in person, >>Dave and I are, are proud to say that we've been to 12 straight years of covering VMware's annual conference. And thank you. We've seen the change in the growth over time and you know, it's kind of, I won't say pinch me moment, but it's more of a moment of there's the VMware that's grown into the cloud after your famous deal with Andy jazzy in 2016, we've been watching what has been a real sea change and VMware since taking that legacy core business and straightening out the cloud strategy in 2016, and then since then an acceleration of, of cloud native, like direction under your leadership at VMware. Now you're the CEO take us through that because this is where we are right now. We are here at the pinnacle of VMware 2.0 or cloud native VMware, as you point out on your keynote, take us through that history real quick. Cuz I think it's important to know that you've been the architect of a lot of this change and it's it's working. >>Yeah, definitely. We are super excited because like I said, it's working, the history is pretty simple. I mean we tried running our own cloud cloud air. We cloud air didn't work so well. Right. And then at that time, customers really gave us strong feedback that the hybrid they wanted was a Amazon together. Right. And so that's what we went back and did and the andjay announcement, et cetera. And then subsequently as we were continue to build it out, I mean, once that happened, we were able to go work with the Satia and Microsoft and others to get the thing built out all over. Then the next question was okay, Hey, that's great for the workloads that are running on vSphere. What's the story for workloads that are gonna be cloud native and benefit a lot from being cloud native. So that's when we went the Tansu route and the Kubernetes route, we did a couple of acquisitions and then we started that started paying off now with the Tansu portfolio. And last but not the least is once customers have this distributed portfolio now, right. Increasingly everything is becoming multi-cloud. How do you manage and connect and secure. So that's what you start seeing that you saw the management announcement, networking and security and everything else is cooking. And you'll see more stuff there. >>Yeah know, we've been talking about super cloud. It's kinda like a multi-cloud on steroids kind a little bit different pivot of it. And we're seeing some use cases. >>No, no, it's, it's a very great, it's a, it's pretty close to what we talk about. >>Awesome. I mean, and we're seeing this kind of alignment in the industry. It's kind of open, but I have to ask you, when did you, you have the moment where you said multicloud is the game changer moment. When did you have, because you guys had hybrid, which is really early as well. When was the Raghu? When did you have the moment where you said, Hey, multicloud is what's happening. That's we're doubling down on that go. >>I mean, if you think about the evolution of the cloud players, right. Microsoft really started picking up around the 2018 timeframe. I mean, I'm talking about Azure, right? >>In a big way. >>Yeah. In a big way. Right. When that happened and then Google got really serious, it became pretty clear that this was gonna be looking more like the old database market than it looked like a single player cloud market. Right. Equally sticky, but very strong players all with lots of IP creation capability. So that's when we said, okay, from a supplier side, this is gonna become multi. And from a customer side that has always been their desire. Right. Which is, Hey, I don't want to get locked into anybody. I want to do multiple things. And the cloud vendors also started leveraging that OnPrem. Microsoft said, Hey, if you're a windows customer, your licensing is gonna be better off if you go to Azure. Right. Oracle did the same thing. So it just became very clear. >>I am, I have gone make you laugh. I always go back to the software mainframe because I, I think you were here. Right. I mean, you're, you're almost 20 years in. Yeah. And I, the reason I appreciate that is because, well, that's technically very challenging. How do you make virtualization overhead virtually non-existent how do you run any workload? Yeah. How do you recover from, I mean, that's was not trivial. Yeah. Okay. So what's the technical, you know, analog today, the real technical challenge. When you think about cross cloud services. >>Yeah. I mean, I think it's different for each of these layers, right? So as I was alluding to for management, I mean, you can go each one of them by themselves, there is one way of Mo doing multi-cloud, which is multiple clouds. Right. You could say, look, I'm gonna build a great product for AWS. And then I'm gonna build a great product for Azure. I'm gonna build a great product for Google. That's not what aria is. Aria is a true multi-cloud, which means it pulls data in from multiple places. Right? So there are two or three, there are three things that aria has done. That's I think is super interesting. One is they're not trying to take all the data and bring it in. They're trying to federate the data sources. And secondly, they're doing it in real time and they're able to construct this graph of a customer's cloud resources. >>Right. So to keep the graph constructed and pulling data, federating data, I think that's a very interesting concept. The second thing that, like I said is it's a real time because in the cloud, a container might come and go like that. Like that is a second technical challenge. The third it's not as much a technical challenge, but I really like what they have done for the interface they've used GraphQL. Right? So it's not about if you remember in the old world, people talk about single pan or glass, et cetera. No, this is nothing to do with pan or glass. This is a data model. That's a graph and a query language that's suited for that. So you can literally think of whatever you wanna write. You can write and express it in GraphQL and pull all sorts of management applications. You can say, Hey, I can look at cost. I can look at metrics. I can look at whatever it is. It's not five different types of applications. It's one, that's what I think had to do it at scale is the other problem. And, and >>The, the technical enable there is just it's good software. It's a protocol. It's >>No, no, it's, it's, it's it's software. It's a data model. And it's the Federation architecture that they've got, which is open. Right. You can pull in data from Datadog, just as well as from >>Pretty >>Much anything data from VR op we don't care. Right? >>Yeah. Yeah. So rego, I have to ask you, I'm glad you like the Supercloud cuz you know, we, we think multi-cloud still early, but coming fast. I mean, everyone has multiple clouds, but spanning this idea of spanning across has interesting sequences. Do you data, do you do computer both and a lot of good things happening. Kubernetes been containers, all that good stuff. Okay. How do you see the first rev of multi-cloud evolving? Like is it what happens? What's the sequence, what's the order of operations for a client standpoint? Customer standpoint of, of multicloud or Supercloud because we think we're seeing it as a refactoring of something like snowflake, they're a data base, they're a data warehouse on the cloud. They, they say data cloud they'd they like they'll tell us no, you, we're not a data. We're not a data warehouse. We're data cloud. Okay. You're a data warehouse refactored for the CapEx from Amazon and cooler, newer things. Yeah, yeah, yeah. That's a behavior change. Yeah. But it's still a data warehouse. Yeah. How do you see this multi-cloud environment? Refactoring? Is there something that you see that might be different? That's the same if you know what I'm saying? Like what's what, what's the ne the new thing that's happening with multi-cloud, that's different than just saying I'm I'm doing SAS on the cloud. >>Yeah. So I would say, I would point to a, a couple of things that are different. Firstly, my, the answer depends on which category you are in. Like the category that snowflake is in is very different than Kubernetes or >>Something or Mongo DB, right? >>Yeah. Or Mongo DB. So, so it is not appropriate to talk about one multi-cloud approach across data and compute and so, so on and so forth. So I'll talk about the spaces that we play. Right. So step one, for most customers is two application architectures, right? The cloud native architecture and an enterprise native architecture and tying that together either through data or through networks or through et cetera. So that's where most of the customers are. Right. And then I would say step two is to bring these things together in a more, in a closer fashion and that's where we are going. And that is why you saw the cloud universal announcement and that's already, you've seen the Tansu announcement, et cetera. So it's really, the step one was two distinct clouds. That is just two separate islands. >>So the other thing that we did, that's really what my, the other thing that I'd like to get to your reaction on, cause this is great. You're like a masterclass in the cube here. Yeah, totally is. We see customers becoming super clouds because they're getting the benefit of, of VMware, AWS. And so if I'm like a media company or insurance company, if I have scale, if I continue to invest in, in cloud native development, I do all these things. I'm gonna have a da data scale advantage, possibly agile, which means I can build apps and functionality very quick for customers. I might become my own cloud within the vertical. Exactly. And so I could then service other people in the insurance vertical if I'm the insurance company with my technology and create a separate power curve that never existed before. Cause the CapEx is off the table, it's operating expense. Yep. That runs into the income statement. Yep. This is a fundamental business model shift and an advantage of this kind of scenario. >>And that's why I don't think snowflakes, >>What's your reaction to that? Cuz that's something that, that is not really, talk's highly nuanced and situational. But if Goldman Sachs builds the biggest cloud on the planet for financial service for their own benefit, why wouldn't they >>Exactly. >>And they're >>Gonna build it. They sort of hinted at it that when they were up on stage on AWS, right. That is just their first big step. I'm pretty sure over time they would be using other clouds. Think >>They already are on >>Prem. Yeah. On prem. Exactly. They're using VMware technology there. Right? I mean think about it, AWS. I don't know how many billions of dollars they're spending on AWS R and D Microsoft is doing the same thing. Google's doing the same thing we are doing. Not as much as them that you're doing oral chair. Yeah. If you are a CIO, you would be insane not to take advantage of all of this IP that's getting created and say, look, I'm just gonna bet on one. Doesn't make any sense. Right. So that's what you're seeing. And then >>I think >>The really smart companies, like you talked about would say, look, I will do something for my industry that uses these underlying clouds as the substrate, but encapsulates my IP and my operating model that I then offer to other >>Partners. Yeah. And their incentive for differentiation is scale. Yeah. And capability. And that's a super cloud. That's a, or would be say it environment. >>Yeah. But this is why this, >>It seems like the same >>Game, but >>This, I mean, I think it environment is different than >>Well, I mean it advantage to help the business, the old day service, you >>Said snowflake guys out the marketing guys. So you, >>You said snowflake data warehouse. See, I don't think it's in data warehouse. It's not, that's like saying, you >>Know, I, over >>VMware is a virtualization company or service now is a help desk tool. I, this is the change. Yes. That's occurring. Yes. And that you're enabling. So take the Goldman Sachs example. They're gonna run OnPrem. They're gonna use your infrastructure to do selfer. They're gonna build on AWS CapEx. They're gonna go across clouds and they're gonna need some multi-cloud services. And that's your opportunity. >>Exactly. That's that's really, when you, in the keynote, I talked about cloud universal. Right? So think of a future where we can go to a customer and say, Mr. Customer buy thousand scores, a hundred thousand cores, whatever capacity you can use it, any which way you want on any application platform. Right. And it could be OnPrem. It could be in the cloud, in the cloud of their choice in multiple clouds. And this thing can be fungible and they can tie it to the right services. If they like SageMaker they could tie it to Sage or Aurora. They could tie it to Aurora, cetera, et cetera. So I think that's really the foundation that we are setting. Well, I think, I >>Mean, you're building a cloud across clouds. I mean, that's the way I look at it. And, and that's why it's, to me, the, the DPU announcement, the project Monterey coming to fruition is so important. Yeah. Because if you don't have that, if you're not on that new Silicon curve yep. You're gonna be left behind. Oh, >>Absolutely. It allows us to build things that you would not otherwise be able to do, >>Not to pat ourselves on the back Ragu. But we, in what, 2013 day we said, feel >>Free. >>We, we said with Lou Tucker when OpenStack was crashing. Yeah. Yeah. And then Kubernetes was just a paper. We said, this could be the interoperability layer. Yeah. You got it. And you could have inter clouding cuz there was no clouding. I was gonna riff on inter networking. But if you remember inter networking during the OSI model, TCP and IP were hardened after the physical data link layer was taken care of. So that enabled an entire new industry that was open, open interconnect. Right. So we were saying inter clouding. So what you're kind of getting at with cross cloud is you're kind of creating this routing model if you will. Not necessarily routing, but like connection inter clouding, we called it. I think it's kinda a terrible name. >>What you said about Kubernetes is super critical. It is turning out to be the infrastructure API so long. It has been an infrastructure API for a certain cluster. Right. But if you think about what we said about VSE eight with VSE eight Kubernetes becomes the data center API. Now we sort of glossed over the point of the keynote, but you could do operations storage, anything that you can do on vSphere, you can do using a Kubernetes API. Yeah. And of course you can do all the containers in the Kubernetes clusters and et cetera, is what you could always do. Now you could do that on a VMware environment. OnPrem, you could do that on EKS. Now Kubernetes has become the standard programming model for infrastructure across. It >>Was the great equalizer. Yeah. You, we used to say Amazon turned the data center through an API. It turns, turns of like a lot of APIs and a lot of complexity. Right. And Kubernetes changed. >>Well, the role, the role of defacto standards played a lot into the T C P I P revolution before it became a standard standard. What the question Raghu, as you look at, we had submit on earlier, we had tutorial on as well. What's the disruptive enabler from a defacto. What in your mind, what should, because Kubernetes became kind of defacto, even though it was in the CNCF and in an open source open, it wasn't really standard standard. There's no like standards, body, but what de facto thing has to happen in your mind's eye around making inter clouding or connecting clouds in a, in a way that's gonna create extensibility and growth. What do you see as a de facto thing that the industry should rally around? Obviously Kubernetes is one, is there something else that you see that's important for in an open way that the industry can discuss and, and get behind? >>Yeah. I mean, there are things like identity, right? Which are pretty critical. There is connectivity and networking. So these are all things that the industry can rally around. Right. And that goes along with any modern application infrastructure. So I would say those are the building blocks that need to happen on the data side. Of course there are so many choices as well. So >>How about, you know, security? I think about, you know, when after stuck net, the, the whole industry said, Hey, we have to do a better job of collaborating. And then when you said identity, it just sort of struck me. But then a lot of people tried to sort of monetize private reporting and things like that. So you do you see a movement within the technology industry to do a better job of collaborating to, to solve the acute, you know, security problems? >>Yeah. I think the customer pressure and government pressure right. Causes that way. Yeah. Even now, even in our current universe, you see, there is a lot of behind the scenes collaboration amongst the security teams of all of the tech companies that is not widely seen or known. Right. For example, my CISO knows the AWS CSO or the Microsoft CSO and they all talk and they share the right information about vulnerability attacks and so on and so forth. So there's already a certain amount of collaboration that's happening and that'll only increase. Do, >>Do you, you know, I was somewhat surprised. I didn't hear more in your face about security would, is that just because you had such a strong multi-cloud message that you wanted to get, get across, cuz your security story is very strong and deep. When you get into the DPU side of things, the, you know, the separation of resources and the encryption and I'll end to end >>I'm well, we have a phenomenal security story. Yeah. Yeah. Tell security story and yes. I mean I'll need guilty to the fact that in the keynote you have yeah, yeah, sure time. But what we are doing with NSX and you will hear about some NSX projects as you, if you have time to go to some of the, the sessions. Yeah. There's one called project, not star. Another is called project Watchman or watch, I think it's called, we're all dealing with this. That is gonna strengthen the security story even more. Yeah. >>We think security and data is gonna be a big part of it. Right. As CEO, I have to ask you now that you're the CEO, first of all, I'd love to talk about product with you cuz you're yeah. Yeah. We just great conversation. We want to kind of read thet leaves and ask pointed questions cuz we're putting the puzzle together in real time here with the audience. But as CEO, now you have a lot of discussions around the business. You, the Broadcom thing happening, you got the rename here, you got multi-cloud all good stuff happening. Dave and I were chatting before we came on this morning around the marketplace, around financial valuations and EBIDA numbers. When you have so much strategic Goodwill and investment in the oven right now with the, with the investments in cloud native multi-year investments on a trajectory, you got economies of scale there. >>It's just now coming out to be harvest and more behind it. Yeah. As you come into the Broadcom and or the new world wave that's coming, how do you talk about that value? Cuz you can't really put a number on it yet because there's no customers on it. I mean some customers, but you can't probably some for form. It's not like sales numbers. Yeah. Yeah. How do you make the argument to the PE type folks out there? Like EBIDA and then all the strategic value. What's the, what's the conversation like if you can share any, I know it's obviously public company, all the things going down, but like how do you talk about strategic value to numbers folks? >>Yeah. I mean, we are not talking to PE guys at all. Right. I mean the only conversation we have is helping Broadcom with >>Yeah. But, but number people who are looking at the number, EBIDA kind of, >>Yeah. I mean, you'd be surprised if, for, for example, even with Broadcom, they look at the business holistically as what are the prospects of this business becoming a franchise that is durable and could drive a lot of value. Right. So that's how they look at it holistically. It's not a number driven. >>They do. They look at that. >>Yeah. Yeah, absolutely. So I think it's a misperception to say, Hey, it's a numbers driven conversation. It's a business driven conversation where, I mean, and Hawk's been public about it. He says, look, I look at businesses. Can they be leaders in their market? Yeah. Because leaders get, as we all know a disproportionate share of the economic value, is it a durable franchise that's gonna last 10 years or more, right. Obviously with technology changes in between, but 10 years or more >>Or 10, you got your internal, VMware talent customers and >>Partners. Yeah. Significant competitive advantage. So that's, that's really where the conversation starts and the numbers fall out of it. Got it. >>Okay. So I think >>There's a track record too. >>That culture >>That VMware has, you've always had an engineering culture. That's turned, you know, ideas and problems into products that, that have been very successful. >>Well, they had different engineering cultures. They're chips. You guys are software. Right. You guys know >>Software. Yeah. Mean they've been very successful with Broadcom, the standalone networking company since they took it over. Right. I mean, it's, there's a lot of amazing innovation going on there. >>Yeah. Not, not that I'm smiling. I want to kind of poke at this question question. I'll see if I get an answer out of you, when you talk to Hawk tan, does he feel like he bought a lot more than he thought or does he, did he, does he know it's all here? So >>The last two months, I mean, they've been going through a very deliberate process of digging into each business and certainly feels like he got a phenomenal asset base. Yeah. He said that to me even today after the keynote, right. Is the amazing amount of product capability that he's seeing in every one of our businesses. And that's been the constant frame. >>But congratulations on that. >>I've heard, I've heard Hawk talk about the shift to, to Mer merchant Silicon. Yeah. From custom Silicon. But I wanted to ask you when you look at things like AWS nitro yeah. And graviton and train and the advantage that AWS has with custom Silicon, you see Google and Microsoft sort of Alibaba following suit. Would it benefit you to have custom Silicon for, for DPU? I mean, I guess you, you know, to have a tighter integration or do you feel like with the relationships that you have that doesn't buy you anything? >>Yeah. I mean we have pretty strong relationships with in fact fantastic relationships with the Invidia and Intel and AMD >>Benon and AMD now. >>Yeah. Yeah. I mean, we've been working with the Pendo team in their previous incarnations for years. Right, right. When they were at Cisco and then same thing with the, we know the Melanox team as well as the invi original teams and Intel is the collaboration right. From the get go of the company. So we don't feel a need for any of that. We think, I mean, it's clear for those cloud folks, right. They're going towards a vertical integration model and select portions of their stack, like you talked about, but there is always a room for horizontal integration model. Right. And that's what we are a part of. Right. So there'll be a number of DPU pro vendors. There'll be a number of CPU vendors. There'll be a number of other storage, et cetera, et cetera. And we think that is goodness in an alternative model compared to a vertically integr >>And yeah. What this trade offs, right. It's not one or the other, I mean I used to tell, talk to Al Shugar about this all the time. Right. I mean, if vertically integrated, there may be some cost advantages, but then you've got flexibility advantages. If you're using, you know, what the industry is building. Right. And those are the tradeoffs, so yeah. Yeah. >>Greg, what are you excited about right now? You got a lot going on obviously great event. Branding's good. Love the graphics. I was kind of nervous about the name changed. I likem world, but you know, that's, I'm kind of like it >>Doesn't readily roll off your phone. Yeah. >>I know. We, I had everyone miscue this morning already and said VMware Explorer. So >>You pay Laura fine. Yeah. >>Now, I >>Mean a quarter >>Curse jar, whatever I did wrong. I don't believe it. Only small mistake that's because the thing wasn't on. Okay. Anyway, what's on your plate. What's your, what's some of the milestones. Do you share for your employees, your customers and your partners out there that are watching that might wanna know what's next in the whole Broadcom VMware situation. Is there a timeline? Can you talk publicly about what? To what people can expect? >>Yeah, no, we, we talk all the time in the company about that. Right? Because even if there is no news, you need to talk about what is where we are. Right. Because this is such a big transaction and employees need to know where we are at every minute of the day. Right? Yeah. So, so we definitely talk about that. We definitely talk about that with customers too. And where we are is that the, all the processes are on track, right? There is a regulatory track going on. And like I alluded to a few minutes ago, Broadcom is doing what they call the discovery phase of the integration planning, where they learn about the business. And then once that is done, they'll figure out what the operating model is. What Broadcom is said publicly is that the acquisition will close in their fiscal 23, which starts in November of this year, runs through October of next year. >>So >>Anywhere window, okay. As to where it is in that window. >>All right, Raghu, thank you so much for taking valuable time out of your conference time here for the queue. I really appreciate Dave and I both appreciate your friendship. Congratulations on the success as CEO, cuz we've been following your trials and tribulations and endeavors for many years and it's been great to chat with you. >>Yeah. Yeah. It's been great to chat with you, not just today, but yeah. Over a period of time and you guys do great work with this, so >>Yeah. And you guys making, making all the right calls at VMware. All right. More coverage. I'm shot. Dave ante cube coverage day one of three days of world war cup here in Moscone west, the cube coverage of VMware Explorer, 22 be right back.

(inspiring music) >> Announcer: theCUBE presents HPE Discover 2022. Brought to you by HPE. >> Welcome back to theCUBE's coverage of HPE Discover 2022, from the Venetian in Las Vegas, the first Discover since 2019. I really think this is my 14th Discover, when you include HP, when you include Europe. And I got to say this Discover, I think has more energy than any one that I've ever seen, about 8,000 people here. Really excited to have one of HPE's longstanding partners, Veeam CTO, Danny Allen is here, joined by David Harvey, Vice President of Strategic Alliances at Veeam. Guys, good to see you again. It was just earlier, let's see, last month, we were together out here. >> Yeah, just a few weeks ago. It's fantastic to be back and what it's telling us, technology industry is coming back. >> And the events business, of course, is coming back, which we love. I think the expectations were cautious. You saw it at VeeamON, a little more than you expected, a lot of great energy. A lot of people, 'cause it was last month, it was their first time out, >> Yes. >> in two years. Here, I think people have started to go out more, but still, an energy that's palpable. >> You can definitely feel it. Last night, I think I went to four consecutive events and everyone's out having those discussions and having conversations, it's good to be back. >> You guys hosted the Storage party last night, which is epic. I left at midnight, I took a picture, it was still packed. I said, okay, time to go, nothing good happens after midnight kids. David, talk about the alliance with HPE, how it's evolved, and where you see it going? >> I appreciate it, and certainly this, as you said, has been a big alliance for us. Over 10 years or so, fantastic integrations across the board. And you touched on 2019 Discover. We launched with GreenLake at that event, we were one of the launch partners, and we've seen fantastic growth. Overall, what we're excited about, is that continuation of the movement of the customer's buying patterns in line with HPE's portfolio and in line with Veeam. We continue to be with all their primary, secondary storage, we continue to be a spearhead position with GreenLake, which we're really excited about. And we're also really excited to hear from HPE, unfortunately under NDA, some of their future stuff they're investing in, which is a really nice invigoration for what they're doing for their portfolio. And we see that being a big deal for us over the next 24 months. >> Your relationship with HPE predates the HP, HPE split. >> Mmm. >> Yes. >> But it was weird, because they had Data Protector, and that was a quasi-competitor, or really not, but it was a competitor, a legacy competitor, of what you guys have, kind of modern data protection I think is the tagline, if I got it right. Post the split, that was an S-curve moment, wasn't it, in terms of the partnership? >> It really was. If you go back 10 years, we did our first integration sending data to StoreOnce and we had some blueprints around that. But now, if you look what we have, we have integrations on the primary side, so, 3PAR, Primera, Nimble, all their top-tier storage, we can manage the snapshots. We have integration on the target side. We integrate with Catalyst in the movement of data and the management of data. And, as David alluded to, we integrate with GreenLake. So, customers who want to take this as a consumption model, we integrate with that. And so it's been, like you said, the strongest relationship that we have on the technology alliance side. >> So, V12, you announced at VeeamON. What does that mean for HPE customers, the relationship? Maybe you guys could both talk about that. >> Technology side, to touch on a few things that we're doing with them, ransomware has been a huge issue. Security's been a big theme, obviously, at the conference, >> Dave: Yeah, you bet. and one of the things we're doing in V12 is adding immutability for both StoreOnce and StoreEver. So, we take the features that our partners have, immutability being big in the security space, and we integrate that fully into the product. So a customer checks a box and says, hey, I want to make sure that the data is secure. >> Yeah, and also, it's another signification about the relationship. Every single release we've done has had HPE at the heart of it, and the same thing is being said with V12. And it shows to our customers, the continual commitment. Relationships come and go. They're hard, and the great news is, 10 years has proven that we get through good times and tricky situations, and we both continue to invest, et cetera. And I think there's a lot of peace of mind and the revenue figures prove that, which is what we're really excited about. >> Yeah I want to come back to that, but just to follow up, Danny, on that immutability, that's a feature that you check? It's service within GreenLake, or within Veeam? How does that all work? >> We have immutability now depending on the target. We introduced the ability to send data, for example, into S3 two years ago, and make it immutable when you send it to an S3 or S3 compatible environment. We added, in Version 11, the ability to take a Linux repository and make it, and harden it, essentially make it immutable. But what we're doing now is taking our partner systems like StoreOnce, like StoreEver, and when we send data there, we take advantage of an API flag or whatever it happens to be, that it makes the data, when it's written to that system, can't be deleted, can't be encrypted. Now, what does that mean for a customer? Well, we do all the hard work in the back end, it's just a check box. They say, I want to make it immutable, and we manage how long it's immutable. Because if you made everything immutable forever, that's hugely expensive, right? So, it's all about, how long is that immutable before you age it out and make sure the new data coming in is immutable. >> Dave: It's like an insurance policy, you have that overlap. >> Yes. >> Right, okay. And then David, you mentioned the revenue, Lou bears that out. I got the IDC guys comin' on later on today. I'll ask 'em about that, if that's their swim lane. But you guys are basically a statistical tie, with Dell for number one? Am I getting that right? And you're growing at a faster rate, I believe, it's hard to tell 'cause I don't think Dell reports on the pace of its growth within data protection. You guys obviously do, but is that right? It's a statistical tie, is it? >> Yeah, hundred percent. >> Yeah, statistical tie for first place, which we're super excited about. When I joined Veeam, I think we were in fifth place, but we've been in the leader's quadrant of the Gartner Magic- >> Cause and effect there or? (panelists laughing) >> No, I don't think so. >> Dave: Ha, I think maybe. >> We've been on a great trajectory. But statistical tie for first place, greatest growth sequentially, and year-over-year, of all of the data protection vendors. And that's a testament not just to the technology that we're doing, but partnerships with HPE, because you never do this, the value of a technology is not that technology alone, it's the value of that technology within the ecosystem. And so that's why we're here at HPE Discover. It's our joint technology solutions that we're delivering. >> What are your thoughts or what are you seeing in the field on As-a-service? Because of course, the messaging is all about As-a-service, you'd think, oh, a hundred percent of everything is going to be As-a-service. A lot of customers, they don't mind CapEx, they got good, balance sheet, and they're like, hey, we'll take care of this, and, we're going to build our own little internal cloud. But, what are you seeing in the market in terms of As-a-service, versus, just traditional licensing models? >> Certainly, there's a mix between the two. What I'd say, is that sources that are already As-a-service, think Microsoft 365, think AWS, Azure, GCP, the cloud providers. There's a natural tendency for the customer to want the data protection As-a-service, as well for those. But if you talk about what's on premises, customers who have big data centers deployed, they're not yet, the pendulum has not shifted for that to be data protection As-a-service. But we were early to this game ourselves. We have 10,000, what we call, Veeam Cloud Service Providers, that are offering data protection As-a-service, whether it be on premises, so they're remotely managing it, or cloud hosted, doing data protection for that. >> So, you don't care. You're providing the technology, and then your customers are actually choosing the delivery model. Is that correct? >> A hundred percent, and if you think about what GreenLake is doing for example, that started off as being a financial model, but now they're getting into that services delivery. And what we want to do is enable them to deliver it, As-a-service, not just the financial model, but the outcome for the customer. And so our technology, it's not just do backup, it's do backup for a multi-tenant, multi-customer environment that does all of the multi-tenancy and billing and charge back as part of that service. >> Okay, so you guys don't report on this, but I'm going to ask the question anyway. You're number one now, let's call you, let's declare number one, 'cause we're well past that last reporting and you're growin' faster. So go another quarter, you're now number one, so you're the largest. Do you spend more on R&D in data protection than any other company? >> Yes, I'm quite certain that we do. Now, we have an unfair advantage because we have 450,000 customers. I don't think there's any other data protection company out there, the size and scope and scale, that we have. But we've been expanding, our largest R&D operation center's in Prague, it's in Czech Republic, but we've been expanding that. Last year it grew 40% year on year in R&D, so big investment in that space. You can see this just through our product space. Five years ago, we did data protection of VMware only, and now we do all the virtual environments, all the physical environments, all the major cloud environments, Kubernetes, Microsoft 365, we're launching Salesforce. We announced that at VeeamON last month and it will be coming out in Q3. All of that is coming from our R&D investments. >> A lot of people expect that when a company like Insight, a PE company, purchases a company like Veeam, that one of the things they'll dial down is R&D. That did not happen in this case. >> No, they very much treat us as a growth company. We had 22% year-over-year growth in 2020, and 25% year-over-year last year. The growth has been tremendous, they continue to give us the freedom. Now, I expect they'll want returns like that continuously, but we have been delivering, they have been investing. >> One of my favorite conversations of the year was our supercloud conversation, which was awesome, thank you for doing that with me. But that's clearly an area of focus, what we call supercloud, and you don't use that term, I know, you do sometimes, but it's not your marketing, I get that. But that is an R&D intensive effort, is it not? To create that common experience. And you see HPE, attempting to do that as well, across all these different estates. >> A hundred percent. We focus on three things, I always say, our differentiators, simplicity, flexibility, and reliability. Making it simple for the customers is not an easy thing to do. Making that checkbox for immutability? We have to do a lot behind the scenes to make it simple. Same thing on flexibility. We don't care if they're using 3PAR, Primera, Nimble, whatever you want to choose as the primary storage, we will take that out of your hands and make it really easy. You mentioned supercloud. We don't care what the cloud infrastructure, it can be on GreenLake, it can be on AWS, can be on Azure, it can be on GCP, it can be on IBM cloud. It is a lot of effort on our part to abstract the cloud infrastructure, but we do that on behalf of our customers to take away that complexity, it's part of our platform. >> Quick follow-up, and then I want to ask a question of David. I like talking to you guys because you don't care where it is, right? You're truly agnostic to it all. I'm trying to figure out this repatriation thing, cause I hear a lot of hey, Dave, you should look into repatriation that's happened all over the place, and I see pockets of it. What are you seeing in terms of repatriation? Have customers over-rotated to the cloud and now they're pullin' back a little bit? Or is it, as I'm claiming, in pockets? What's your visibility on that? >> Three things I see happening. There's the customers who lifted up their data center, moved it into the cloud and they get the first bill. >> (chuckling) Okay. >> And they will repatriate, there's no question. If I talk to those customers who simply lifted up and moved it over because the CIO told them to, they're moving it back on premises. But a second thing that we see is people moving it over, with tweaks. So they'll take their SQL server database and they'll move it into RDS, they'll change some things. And then you have people who are building cloud-native, they're never coming back on premises, they are building it for the cloud environment. So, we see all three of those. We only really see repatriation on that first scenario, when they get that first bill. >> And when you look at the numbers, I think it gets lost, 'cause you see the cloud is growing so fast. So David, what are the conversations like? You had several events last night, The Veeam party, slash Storage party, from HPE. What are you hearing from your alliance partners and the customers at the event. >> I think Danny touched on that point, it's about philosophy of evolution. And I think at the end of the day, whether we're seeing it with our GSI alliances we've got out there, or with the big enterprise conversations we're having with HPE, it's about understanding which workloads they want to move. In our mind, the customers are getting much smarter in making that decision, rather than experimenting. They're really taking a really solid look. And the work we're doing with the GSIs on workplace modernization, data center transformation, they're really having that investment work up front on the workloads, to be able to say, this works for me, for my personality and my company. And so, to the point about movement, it's more about decisive decision at the start, and not feeling like the remit is, I have to do one thing or another, it's about looking at that workflow position. And that's what we've seen with the revenue part as well. We've seen our movement to GreenLake tremendously grow in the last 18 months to two years. And from our GSI work as well, we're seeing the types of conversations really focus on that workload, compared to, hey, I just need a backup solution, and that's really exciting. >> Are you having specific conversations about security, or is it a data protection conversation still, (David chuckles) that's an adjacency to security? >> That's a great question. And I think it's a complex one, because if you come to a company like Veeam, we are there, and you touched on it before, we provide a solution when something has happened with security. We're not doing intrusion detection, we're not doing that barrier position at the end of it, but it's part of an end-to-end assumption. And I don't think that at this particular point, I started in security with RSA and Check Point, it was about layers of protection. Now it's layers of protection, and the inevitability that at some point something will happen, so about the recovery. So the exciting conversations we're having, especially with the big enterprises, is not about the fear factor, it's about, at some point something's going to occur. Speed of recovery is the conversation. And so for us, and your question is, are they talking to us about security, or more, the continuity position? And that's where the synergy's getting a lot simpler, rather than a hard demark between security and backup. >> Yeah, when you look at the stock market, everything's been hit, but security, with the exception of Okta, 'cause it got that weird benign hack, but security, generally, is an area that CIOs have said, hey, we can't really dial that back. We can maybe, some other discretionary stuff, we'll steal and prioritize. But security seems to be, and I think data protection is now part of that discussion. You're not a security company. We've seen some of your competitors actually pivot to become security companies. You're not doing that, but it's very clearly an adjacency, don't you think? >> It's an adjacency, and it's a new conversation that we're having with the Chief Information Security Officer. I had a meeting an hour ago with a customer who was hit by ransomware, and they got the call at 2:00 AM in the morning, after the ransomware they recovered their entire portfolio within 36 hours, from backups. Didn't even contact Veeam, I found out during this meeting. But that is clearly something that the Chief Information Security Officer wants to know about. It's part of his purview, is the recovery of that data. >> And they didn't pay the ransom? >> And they did not pay the ransom, not a penny. >> Ahh, we love those stories. Guys, thanks so much for coming on theCUBE. Congratulations on all the success. Love when you guys come on, and it was such a fun event at VeeamON. Great event here, and your presence is, was seen. The Veeam green is everywhere, so appreciate your time. >> Thank you. >> Thanks, Dave. >> Okay, and thank you for watching. This is Dave Vellante for John Furrier and Lisa Martin. We'll be back right after this short break. You're watching theCUBE's coverage of HPE Discover 2022, from Las Vegas. (inspiring music)

(upbeat music) >> Welcome to "The Power of And," theCUBE's coverage of the HPE Aruba Pensando announcement. Antonio Neri is here and John Chambers to help us set up the day. Guys, great to see you. Thanks so much for coming on. >> Yeah, thanks for having us today. >> Dave, it's going to be fun. >> It sure is. So two years ago, you guys might recall, we were in the Goldman Sachs offices, overlooking Manhattan, and that's when you announced the investment in Pensando, the relationship. Two years, it goes by fast. How's it going? >> Yeah, definitely two years have gone by fast, and a lot has happened, right? A lot has happened since then. What I will say first and foremost, the partnership has grown stronger, much stronger, because as John and I and the team worked together, we validated the vision, the vision that ultimately the world would be way more distributed, that Edge to Cloud architectures would be required, and the original idea that John had with the Pensando team partnered with us to bring that Cloud experience to the Edge. It got stronger and stronger and stronger. At the same time, we also introduced new joint offers with the Pensando Silicon Software with our HP ProLiant servers. And since then we have learned quite a bit, right? So, which inform us what the next steps should be. And that's why we're here today, to talk about not just the work we have done around the distributive services cards, as we talk about it in the past, but now the distributed services switching, which we believe is another market in transition opportunity for us to disrupt as we go forward. >> So, John speaking of transitions, you've seen a number of industry transitions, dating back to my East Coast days. >> Yes. >> But so what was the wave, or the waves that you saw, that sort of led you to this new venture, to the partnership with HPE? >> Well, the exciting part is Antonio and I can almost finish each other's sentences. You compete against market transitions enabled by new technology. The biggest transition of all is the clouds moving to the Edge, the computes move into the edge, your storage security, your software applications, et cetera. And we saw this wave together, and when you talk about what's changed in the last two years, I think it exceeded both of our expectations. How our teams worked together? We outlined audacious goals of a hundred million in terms of orders within the first two years. And we hit and exceeded that. We said, we're going to be in a billion; after three years after we had a hundred million, we're on track for that. And if you watch our dream of democratizing the cloud, giving the capability for any major hyper scaler to compete with an Amazon web services or generally with them, and now bringing it down to any enterprise or any government agency be able to do it and the ability to do this as a team is what's unheard of. Innovation is hard to move with speed. Two companies to move together with innovation and more focused on the outcome than anything else. Our teams work even better than I thought we could. And I think you're seeing today, the next major phase that we make, where we take these concepts and we're going to revolutionize the switching industry. In every 10 to 12 years is a chance for a major change. And you either get through that and often the incumbents don't change. We're going to get through this, we think very, very well and we're again setting a tremendous challenge to the market with, literally software and Silicon and programmability throughout the whole architecture, and results that I think even surprised our engineers; a hundred times the scale of the nearest competitor in the market today at 10 times the performance at one third the total cost of ownership. Antonio and I can't even sell that with that type of capability. Our teams are functioning well. It's that ability to see markets and say, how does your partner win, that culture is so important to us in terms of the direction. >> So to chime in on this because you for years have been talking about the basically redefining cloud, not just a remote set of services, somewhere out there in the cloud, but connecting to on-prem and hybrid, multi-cloud out to the Edge. Is that the big wave that, that you see here? Is that what you're riding? >> Definitely one component of the wave. I think the other part is, remember what I said in 2018, when I became CEO of Hewlett Packard Enterprise, that the enterprise of the future will be a centric cloud enabled and data driven. And through the unfortunate events of the global pandemic, right? That has been validated, right? We live now in a much more distributed and enterprise than ever before. The original architectures that John obviously pioneered for, for the case, you know, you have the data center and you have the campus and the branch, now you have these extension called the micro branch. The micro branch is our homes, our home offices, right? But now what happens is that the cloud obviously scared to stay because it's all about speed and agility, but it's also important that we define cloud correctly, which is an experience that we should bring to, for all the applications and data. And what we see that the vast majority of the data is created at the Edge, where we live and work. Here we are, you and I, and John having a conversation. There is cameras everywhere taping this, there's a lot of bits being created. And those bits, I hope have value when people watch this. But, but to me, that's the, the big opportunity to really disrupt the cloud as we know it and bring that set of capabilities closer to where the action is. The second part of this, which I think is important is that what we saw with the consumption of IT, and this is where, you know, we have a, a vision to become the Edge supply platform that you can consume as a service. And that's our HPE Green Lake offer. But the- as a service offerings taken off to a level we have not imagined. And it's not just the fact that the public cloud is there, it's everything, whether it's in your own premises or at the Edge. And that's why I'm so excited about the partnership with Pensando to disrupt this age to cloud architectures, with the know how that we have, our go to market in the, as a service model to accelerate those markets in transition. >> You take the excitement of a company that's reinventing itself. And you think about HPE, they alerted the original Silicon Valley garage startup. So much of what is great about the Valley, they brought Lou Platt, who was the CEO at HP. When I came to Silicon Valley, nobody knew what Cisco was, much less the internet. They thought we were a food company. I called up Lou and I said, Lou I need help. I don't know the Valley, teach me about how you've been successful. He not only met with me once, he met with me for three years. At the end of the three years, he said, I said to him, now we're really cooking this time! We were growing out of control, becoming the most valuable company in the world for a while. And I said, Lou, what can I do to pay the HPE back? And he said, very simply, "John, give back to the next generation." That stuck with me forever. The values of a company, the leaders, whether it was Lou, whether it's original leaders of the company, or Antonio, their cultures and values are so much aligned. So we have a chance to change a market together. I was all in and, you know, while we competed a little bit, in, in the past, it was very little, and now we have a chance to change a whole market and take on the giants, and perhaps really disrupt a whole industry. That gets exciting. We've got a team that has built a $8 billion products per year, eight different times. Now we're going to do it a ninth and maybe a 10th together. And to share that is truly exciting with a world-class team at HPE. >> So let's talk a little bit about HPE, Aruba, and Pensando, where you guys are going. You started sort of at the core two years ago. And I think I, you know, I think Aruba, in some regards, is misunderstood. I mean, you're basically building a major cloud strategy around that. It stretches to the edge. So what is it that you are trying to disrupt here? Maybe give us a little insight as to the industry transitions that you're seeing. >> Antonio: Yeah. So first of all, Aruba is doing incredibly well, I mean, if you see the latest results grow in between 25 and 30% on a year over year basis. We have improved profitability, but what I'm really excited about is that our value proposition, our mobile first cloud first approach, is resonated with customers when it comes down to connectivity and analytics. So to me, that's an incredible value. And in order to become a cloud company, we leverage the Aruba infrastructure that was developed over the years to build a subscription based model to connectivity and extended all the way to what we call the cloud, which for us is the core business there. Now, with John and his team, we are changing the architectures around those, those components of there, there's the solution. So, Aruba has been incredible foundational, not only to grow the company, but also to give us the foundation technology to become that Edge to cloud company. So what we're doing with John, we have taken now this new architecture to the next level of the entire solution. So we started with the server business. We integrated these distributed service cards, and now we are taking it to their rack level architecture and eventually to the, you know, data center architecture in a true Edge to the cloud environment. And that means we are introducing the distributed service switching technology, which is, again, this is a joint innovation between the Aruba IP and the Pensando IP, which we think, which are, will change, again every 10 to 12 years, that switching market opportunity. >> And it's fun to take on the big competitors and bring them down, which I love doing. And it's also unique to see how fast our teams are moving together. Our cultures are very similar, and we set audacious goals for our team, and so far, they've been exceeding them. >> So you know a little bit about this networking market. Is this a, is this a new category of switch? Is this, how unique is this? >> John: Well, I think it's all the above. It's, Antonio used the word "platform and architectures" and distributed service platform that now is going into switching as well. It's ability to redefine everything with software in Silicon. And that's a lot different than what the industry seen before, and to move with speed in terms of software defined programmability everywhere, everything automated and simple, which makes it so easy to start- how simple? All you do is plug a server into the switch, and you look at what we're doing together already with the HPE servers and how you literally add value on top of it with the distributed services card and platform. So you see it all coming together. How big could it be? I think it will be the next generation, and truly not just the cloud moving to the Edge, but internet working security, how load balancing all comes together. That really is going to change an industry group. So I think it's going to be the next big product for the whole segment of the industry. >> Antonio: Yeah, and I think it will bring tremendous value from the company. Obviously we love the technology and this markets, but ultimately think about from the customer's perspective is less CapEx because they don't need to add log balancing, all these things that add costs, and actually friction points and point of failure, but also OPEX, because to the point that John said, right, it's all about simplicity and automation and awareness around the, the application. And also the, the infrastructure that ultimately we want this to be autonomous and intelligent, therefore is an OPEX reduction on the run time too. Go ahead, John. >> It's in many ways, future proof. It's an architecture for the future, not for the past. When you get your peers that talk about scale in low single digit thousands, and we talk about scale in millions, you talk about performance that literally is 10 fold, in order of magnitude better. And you build an architecture that allows the market to go where they want with ease of use for your customers. That's about innovation with speed. They can leave no small company or no large company probably could do by themselves. I think very few people in industry would have had the courage to do it, but probably not the culture to really make it work well. >> Dave: Talk About HPE, Pensando. I mean, you've got small company, big company, and you guys have been at this now for a couple of years. It seems to be gaining momentum. That, that is in an, in and of itself unique. Why HPE and Pensando? >> Antonio: Well, I think, again, it start with a thesis that John and I share about the future. As John said, it takes courage to do these things, and ultimately culture is everything. Well, we jointly realize that the way we think, the way we work is very similar. These are two companies that are very engineering driven in everything they do, but they put the customer at the center of how we think about the future. And it has been amazing to me. In fact, I, we connect every handful of weeks to check where we are and I keep, you know, in many ways the larger company, in many ways is pushing the smaller company to go further and faster. And to me, it's all about speed. >> So when you think about what makes a strategic partnership work, it has to be really material, both sides. In other words, it has to change an industry. HPE has done an amazing job. You've doubled your profits in the last four years, and you're reinventing yourself again and again, but it's a common vision of where the market's going to go, as Antonio articulated very well when it goes to the Edge, and Green Lake is going to be your delivery vehicle for it. It's about bringing together all these technologies into one, not individual appliances or approaches. You do load balance and you do security. You do scale and you do networking. And it's about the best of each company saying, how do you help the other company be successful? When our teams come together, other than their accents, you usually can't tell who's from HPE and who's from Pensando. >> Dave: How should we be evaluating the progress over the next several quarters, months, years? What are the, sort of, benchmarks we should be looking for? >> Well, I think the most important metric is customer relevance, in my mind. The financials generally tend to follow that because if you are relevant, is, is, you know, we were talking to all the teams, you know, are you important or are you strategic, right? Generally we are very important. What we do matters, but we want to be strategic. And I think this joint innovation will catapult us to be way more strategic in everything we do. So it's customer relevancy. Obviously from the financial perspective, we both have an idea to create multi-billion dollar businesses, otherwise, why do it, right? So, and the market is huge, is huge. I mean, you know that obviously we, we, we are living in an amazing time where data is exploding everywhere, right? And I think this is just a starting point, right? So we obviously start with an idea and a thought and a specific focus. But if you think about the next generation is create data fabrics that are secure, and then you can run these models with AI and machine learning at scale. The network fabric becomes the core of everything you do, right? >> So think about it the way you asked the question. It's been two years as of the announcement that we're making jointly. Since we made the announcement two years ago, we've over exceeded every expectation. It starts with the customers, as you said, Antonio, how many of the large customers do we have two years from now? Are we in the same leadership position like we are with the first-generation of the distributed services platform? And have we got a number of the very largest accounts in the world committed to us? And are we still one to two generations ahead of our nearest competitor two years from now like we are today with our current card capability and platform capabilities. >> Dave: Pretty cool partnership. Thanks so much guys, for helping us kick off the Power of And. Really appreciate it. >> Thank you, Dave. >> All right. Keep it right there. We've got a ton of content. You're going to hear from technologists, how they're trying to change the world, what it means for customers. You're watching theCUBE.

(upbeat music) >> Okay, we're back here in theCUBE, this is day three of our coverage right here in the middle of all the action of Cloud City at Mobile World Congress. This is the hit of the entire show in Barcelona, not only in person, but out on the interwebs virtually, this is a hybrid event. This is back to real life, and theCUBE is here. I'm John Furrier and Dave Vellante and DR is here, Danielle Royston. >> Totally. >> Welcome back to theCUBE for the fourth time now at the anchor desk, coming back, we love you. >> Well, it's been a busy day, it's been a busy week. It's been an awesome week. >> John: Feeling good? >> Oh my God. >> You made the call. >> I've made the call. >> You did on your podcast what, months ago. >> Yeah, right? >> You made the call. >> Made the call. >> You're on the right side of history. >> Right, and people were like, it's going to be canceled. COVID won't be handled, blahbity blah. >> She's crazy. >> Nope, I was just crazy, I'm okay with that, right? >> Crazy good. >> Right, I'm like I'm forward looking in a lot of ways. And we were looking towards June and we're like, I think this is going to be the first event back. >> You know, the crazy ones commercial that Apple ran is one of the best commercials of all time. You can't ignore the crazy ones in a good way. You can't ignore what you're doing. And I think to me, what I'm so excited about is cause we've been covering cloud we're cloud bigots, we love the cloud, public cloud. We've been on that train from day one. But when you hear the interviews we did here in theCUBE and interviews that we talked about with the top people, Google, Amazon Web Services. We're talking about the top people, both technology leaders like Bill Vass and the people who run the telecom verticals like Alfonzo, Adolfo, I mean, Hernandez. We had Google's top networking executive, we had their industry leader and the telecom, Microsoft and the Silicon all are validating, and it's like, surround sound to what you're saying here, and it cannot be ignored. >> I mean, we are coming to a big moment in Telco, right? And I mean, I've been saying it's coming. I called 2021, the year of Public Cloud and Telco. It helped that Erickson bailed. So thank you, Erickson people. >> It was a gift. >> It was a gift. >> It was. >> It really was a gift. And it was not just for me, but I think also for the vendors in the booth, I mean, we have a Cloud City army, right? Here we go, let's start marching, and it's awesome. >> He reminds me of that baseball player that took a break, cause he had a hangover and, Cal Ripkin. >> Cal Ripkin? >> Yeah, what was that guy's name? >> Did that really happen? >> Yeah, he took a break and uh- >> New guy stepped in. >> Yeah, and so well, not Cal Ripkin. >> No, no, so before, you want to know, who was it, Lou Gehrig? >> Lou Gehrig, yeah, Lou Gehrig. >> Right, so, Lou Gehrig was nobody, and we can't remember the guy's name, nobody knows the guy's name, what was that guy's name? Nobody knows, oh, there's Lou Gehrig, he got hurt. He sat out and Lou Gehrig replaced him and never hear of him again. >> Danielle: Love it, I'll take that. >> Never, never missed a game for his entire career. So again, this is what Erickson did, they just okay, take a break. >> Yeah, but I mean, it's been great again. I had a great day yesterday, my keynote was delivered. Things are going well with the booth, we had Jon Bon Jovi. I mean, that was just epic and it was acoustic and it was right after lockdown. I think everyone was really excited to be there. But I was talking to a vendor that said we'd been able to accomplish in three days, what normally it would take three years from a sales funnel perspective. I mean, that's big and that's not me. That's not my organization. That's other organizations that are benefiting from this energy. Oh, it's awesome. >> The post isolation economy has become a living metaphor for transformation, and I've been trying to sort of grok and put the pieces together as to how this thing progresses in my interview with Portal One in particular really brought it into focus for me, anyway, I'd love to get your thoughts. One of the things we haven't talked much about is public policy, and I think about all the time, all the discussion in the United States about infrastructure, this is critical infrastructure, right? And the spectrum is a country like South Africa saying, come on in, we want to open up. We want to innovate, to me, that's the model for these tier two and tier three Telcos that are just going to disrupt the big guys, whereas, maybe China's maybe on the other end of the spectrum, very controlling, but it's the former that is going to adopt the cloud sooner, and it's going to completely transform the next decade. >> Yeah, I think this is a great technology for a smaller challenge or CSP that still is a large successful company to challenge the incumbents that are, they are dinosaurs too, they move a little bit slow, and maybe if you're a little bit faster, quicker dinosaur you'll survive longer, maybe you'll be able to transform and, and a public cloud enables that. And I think, you know I'm playing the long game here, right? Is public cloud already for every Telco in every corner of the world, no. And there's a couple of things that are barriers to that. We don't really talk about the downsides, and so maybe we sort of wrap up with- there are challenges and acknowledge there are challenges, you know, in some cases their data regulations and issues, right? And you can't right? There's not a hyperscaler in your country, right? And so you're having a little bit of challenges, but you trend this out over 10 years and then pace it with the hyperscalers that are building new data centers. They're each at 25 plus each, you know, plus or minus a few, right? They're marching along, and you trend this out over 10 years, I think one of two things happened, your data regulations are eased or a hyperscaler appears in a place you can use it, and those points converge and hopefully the software's there, and that's my effort and (claps) yeah. >> Dave: You know what's an interesting trend, DR and John, that is maybe a harbinger to this, is you just mentioned something. If the hyperscalers might not have a presence in, in a country, you know what they're doing? And our data shows this, I do that weekly series breaking analysis and the data Openstack was popping up. Like where does OpenStack come from, well, guess what, when you cut the data, it was Telcos using open source to build clouds in regions where there was no hyperscalers. >> It's a gap filler. >> Yeah, it's a gap filler, it's a bandaid. >> But I think this is where, like. outpost is such a great idea, right? Like getting outposts, and I think Microsoft has the ability to do this as well, Google less so, right? They're not providing the staff, they're doing Anthos. So you're still managing this, the rack, but they're giving you the ability to tap into their services. But I was talking to a CTO in Bolivia. He was like, we have data privacy issues in our country. There's no hyperscaler, not sure Bolivia is like next on the list for AWS, right? But he's like, I'm going to build my own public cloud. And I'm like why would you do that when you can just use outposts? And then when your data regulations release, where they get to Bolivia, you can switch and you're on the stack, and you're ready to go. I think that's what you should do. You should totally do that. >> John: Yeah, one of the things that's come up on here in the interviews, in theCUBE and here, the show is that there are risk takers and innovators and there's operators. And this has been the consistent theme around, yeah, the on-premises world you mentioned this regulation reasons, and or some workflows just have to be on premise for security reasons, whatever, that's the corner case. But the operating model of the technology architecture is shifted. And that reality, I don't think is debatable, so I find it, I got to ask you this because I'm really curious. I know you get a lot of people staring at ya, oh the public cloud's just a hosting, but why aren't people getting this architectural shift? I mean, you mentioned outpost and wavelength, which Amazon has, is a game changer. It's Amazon cloud at the hub. >> Yeah, at the edge. >> Okay, that's a low latency, again, low-hanging fruit applications, real buys, whatnot. I mean, that's an architectural dot that's been connected. Why are people getting it. >> In our industry, I think it is a lot of not invented here syndrome, right? And that's a very sort of nineties thought and I have been advocating stand on the shoulders of the greatest technologists in the world, right, and you know, there's, there is a geopolitical US thing, I think we lived through a presidency that had a sort of nationalistic approach and a lot of those conversations pop up, but I've also looked to these guys and I'm like, you're still, you still have your Huawei kit installed. And there's concerns with that too. So, and you picked it because of cost, and it's really hard to switch off of, so give me a break with your public cloud USA stuff, right? You can use it, you're just making excuses, you're just afraid. What are you afraid of, the HR implications? Let's talk about that, right? And the minute I take it there, conversation changes. >> Yeah, I talked to Teresa Carlson when she was running the public sector at AWS, she's now president of Splunk. I call her a Renaissance woman. She's been a great leader and public sector for this weird little pocket of AWS where it's a guess a sales division, but it's still its own company. >> Danielle: Yeah. >> And she's, did the CIA deal, the DOD, and the public sector partnerships are now private, a lot more private relationships, So it's not like just governments, you mentioned government and national security, and these things, you started to see the ecosystem not, not just be about companies, >> Danielle: Yeah. >> Government and private sector. So this whole vibe of the telecom being regulated, unregulated, unbundled is an interesting kind of theory. What's your thoughts and reactions to this, kind of this, melting pot of ecosystem change and evolution? >> Danielle: Yeah, I mean. I think there's a very nationalistic approach by the Telcos, right? They sort of think about the countries that they operate in. There's a couple of groups that go across multiple countries, but can there be a global Telco? Can that happen, right? Just like we say, you were saying it earlier, Netflix, right? You can say Netflix, UK. Right, and so can we have a global Telco, right. That is challenging on a lot of different levels. But think about that in a public cloud start to enable that idea, right? Elon Musk is going to get to Mars. You need a planetary level Telco. And I can, I think that day is, I mean, I don't think it's tomorrow, but I think that's like 10, 20 years away. >> Dave: You're done, we're going to see it start this decade, it's already starting. We're going to see the fruits of that dividend. >> Danielle: Yeah, it's crazy. >> I've got to ask you, you're a student of the industry and you get so much experience, it's great to have you on theCUBE and chat about, riff about these things, but, the classic who's ready for disruption question comes up, and I think there's no doubt that the Telcos as an industry has been slow moving and the role and the importance has changed. People need the need to have the internet access they need to access. >> Yeah. >> So, and you've got the edge, now applications are now running on it, since the iPhone 14 years ago, as you pointed out, people now are interested in how packets move. That's fast whether it's a doctor or an emergency worker or someone. >> Danielle: What we have done in 2020 without the internet and broadband and our mobile phones, I mean? >> You know, I think about 1920 when the Spanish flu pandemic hit a hundred years ago, those guys did not have mobile phones and they must have been bored, right? I mean, what are you going to do, right? And so, yeah I think last year really moved a lot of thinking forward in this respect, so. >> Yeah, it's always like that, that animal out in the Serengeti that gets taken down, you know, by the cheetah or the lion. How do know when someone is going to be disrupted What's the, what's the tell sign in your mind, you look at the Telco landscape. What is someone waiting to be disrupted or replaced like? >> You know what they're ostriches, how do you say that word, right? They stick their head in the sand. Like I don't want to talk about it, la la la, I don't want to, I don't want to think about it. You know, they bring up all these like roadblocks, and I'm like, okay, I'm going to come visit you in another six months to a year, and let's see what happens when the guys that are moving fast that are open-minded to this, and it's, I mean, when you start to use the public cloud, you don't, like, turn it on overnight. You start experimenting, right? You start, you take an application that is non-threatening. You have, I mean, these guys are running thousands of apps inside their data centers. Pick some boring ones, pick some old ones that no one likes, and move that to the public cloud, play with it. Right, I'm not talking about moving a whole network overnight tomorrow. You got to learn, you have no, I mean, very little talent in the Telco that know how to program against the AWS stack. Start hiring, start doing it, and you're going to start to learn about the compensation, and I used to do compensation, right? I spent a lot of time in HR, right? The compensation points and structures, they compare AWS and Google, versus a Telco. Do you want Telco stock? Do you want Google stock? >> Dave: Right, where do you want to go? >> Right, right? like that's going to challenge the HR organization in terms of compensate. How do we compensate our people when they're learning these new valuable skills? >> When you think about disruption, you know, the master or the professor of disruption, Clay Christensen, one of the best lectures he ever gave was who at Cambridge, and he gave a lecture on the steel industry, and he was describing it, it was like four layers of value in the steel industry, the value chain, it started with rebar, like the lowest end, right? >> Danielle: Yeah yeah. >> And the Telco's actually the opposite, so that, you know, when, when the international companies came in, they went after rebar, and the higher end steel companies said, nah, let them have it, that's the low margin stuff. And then eventually, uh, when they got up to the high end. >> Danielle: It was over, yeah. >> The Telcos are the opposite. They're like, the, you know, in the, in the conductivity and they're hanging on to that because it's so big, but all the high value stuff, it's already gone to the, over the top players, right. >> It's being eaten away, and I'm like, what is going to wake you guys up to realize those are your competitors, that's where the battle is, right? >> John: That's really where the value is. >> The battle of the bastards, you're there by yourself, like "Game of Thrones" and they're coming at you. >> John: You need a dragon. >> What are you doing about it? >> John: I need a dragon to compete in this market. Riding a dragon would be a good strategy. >> I know, I was just watching. Cause I have a podcast, I have a podcast called "Telco In 20" and we always put like little nuggets in the show notes, I personally reviewed them, I was just reviewing the one for the keynote that we're putting out, and I had a dragon in my keynote, right? It was a really great moment, it was really fun to do, but there's, I don't know if you guys are "Game of Thrones" fans. >> Yeah. >> Sure. >> Right, but there's a great moment when Daenerys gets her dragons, the baby dragons, and she takes over the Unsullied Army, right? And it's just this, right? Like all of a sudden the tables turn in an instant where she has nothing, and she's like on her quest, right. I'm on a quest. >> Dave: Comes out of the fire. >> Right, comes out of the fire, the unburnt, right? She has her dragons, right? She has them hatch. She takes over the Unsullied Army, right? Slaves, it starts her march, right? And I'm like, we're putting that clip into the show notes because I think that's where we are. I think I've hatched some dragons, right? The Cloud City army, let's go, let's go take on Telco. >> John: Well, I mean, this to me. >> Easy. >> It definitely have made, made it happen because I heard many people talking about cloud, this is turning into a cloud show. The question is, when does this going to be a cloud show? That's just Cloud City, it's a big section of the show. I mean, all the big players are behind it. >> Danielle: Yeah, yeah. >> Amazon Web Services, Google Azure, Ecosystem, startups, thinking differently, but everyone's agreeing why aren't we doing this? >> I think, like I said, I mean, people are like, you're such a visionary, and how did, why do you think this will work, I'm like, it's worked in every other industry. Am I really that visionary, and like, these are the three best tech companies in the world, like, are, are you kidding me? And so I think we've shown the momentum here. I think we're looking forward to 2022, you know? And that we see 2022, you got to start planning this the minute we get back, right? Like I wouldn't recommend doing this in a hundred days again, that was a very painful, but you know, February, I was, there's a sign inside NWC, February 28th. Right, we're talking seven months. You got to get going now. >> John: Let's get on the phone. >> With Telco, I mean, I think you're right on. I mean, you know, remember Skype, in the early days, right? >> Danielle: Yeah, yeah. >> It wasn't regional. It was just, plug into the internet. >> Danielle: It was just Skype, it was just WhatsApp. >> Well this is a great location, if you can get a shot guys of the people behind us, I don't know if you can, if you're watching check out the scene here, It's winding down, a lot of people having happy hour. Now this is a social construct here at Cloud City, not only is it chock full of information, reporting that we're doing and getting all the data and with the presentations on the main stage, with Adam and the studio and the team, this is a place where people are meeting and there's deals being done face to face, intimate relationships, the best of the best are here, they make the trek. So there's been a successful formula. Of course theCUBE is in the middle of all the action, which we love, we're psyched to be back. I want to thank you personally, while we have you on stage here. >> I want to thank you guys, and the crew, the crew has been amazing, turning out videos on short order. We have all these crews in different cities, it's, our own show has been virtual. You know, Adam's in Bristol, right? We're here, this was an experiment, we talked about this a hundred days ago, 90 days ago. Could we get theCUBE there, do the show but also theCUBE. >> You are a visionary, you said made for TV hybrid event with your team, produce television shows, theCUBE, we're digital, we love you guys, great alignment, but it's magical because the content doesn't end here, the show might end, they might break down the beautiful plants and the exhibits, but the community is going to continue, the content and the conversations. >> Yeah. >> So, we were looking forward to it and- >> I'm super glad, super glad we did this. >> Awesome, well, any final moments that you would like to share in the last two minutes we have, favorite moments, observations, funny things that have happened to you, weird things that have happened to you, share something that people might not know, or a favorite moment? >> I think, I don't know that people know, we have a 3D printer in the coffee shops, and so you can upload any picture and they're 3d printing, coffee art, right? So I've been seeing lots of social posts around people uploading their, their logos and things like that. I think Jon Bon Jovi, he was super thankful to be back. He thanked me personally two different times of like, I'm just glad to be out in front of people. And I think just even just the people walking around, thank you for being brave, thank you for coming back. You've helped Barcelona and we're happy to be together. Even if it is with masks, it's hard to do business with masks on, everyone's happy and psyched. >> John: Well the one thing that people cannot do relative to you is they cannot ignore you. You are making a great big wave. >> Danielle: I shout pretty loud, It's kind of hard to ignore me. >> You're making a great big wave, you're on the right side, we believe, of history, public cloud is driving the bus down main street of Cloud City, and if people don't get out of the way, they will be under the bus. >> I'm, like I said, in my keynote, it's go time let's do it. >> Okay. Thank you so much for all your attention and mission behind the cloud and the success. >> Danielle: We'll do it again. We're going to do it again soon. >> After Togi's a hundred million dollar investment, you're the CEO of Togi that, let's follow that progress, and of course, Telco DR, Danielle Royston, the digital revolution. Thanks for coming on with you. >> Thank you guys, it was super fun. >> This is theCUBE I'm John Furrier with Dave Vallante, we're going to send it back to Adam in the studio. Thanks, the team here. >> Woo! (audience applauding) >> I want to thank the team, everyone here, Adam is great, Chloe. >> Great working with you guys. >> Awesome, and what a great crew. >> So great. >> Thank you everybody. That's it for theCUBE, here on the last day, Wednesday of theCUBE, stay tuned for tomorrow more action on the main stage, here in Cloud City. Thanks for watching.

(upbeat music) >> Hey, we're back here in theCube. This is day three of our coverage right here in the middle of all the action of Cloud City at Mobile World Congress. This is the hit of the entire show in Barcelona, not only in person, but out on the interwebs virtually. This is a hybrid event. This is back to real life, and theCube is here. I'm John Furrier with Dave Vellante and D. R. is here, Danielle Royston. >> Totally. >> Welcome back to theCube for fourth time. now at the anchor desk, coming back. >> I don't know. It's been a busy day. It's been a busy week. It's been an awesome week. >> Dave: Feeling good? >> Oh, my god. >> You made the call. >> I made the call. You finished your podcast, what months ago? >> Yeah. >> Made the call. >> Made the call. You're on the right side of history. >> Right? And people were like, "It's going to be canceled. COVID won't be handled." Blahbity blah. >> She's crazy. >> And I'm like, nope. She's crazy. I'm okay with that. Right? But I'm like... >> Crazy good. >> Right, I'm like, I'm forward-looking in a lot of ways. And we were looking towards June, and we're like, "I think this is going to be the first event back. We're going to be able to do it." >> You know, the crazy one's commercial that Apple ran, probably one of the best commercials of all time. You can't ignore the crazy ones in a good way. You can't ignore what you're doing. And I think to me, what I'm so excited about is, 'cause we've been covering cloud. We're cloud bigots. We love the cloud, public cloud. We've been on that train from day one. But when you hear the interviews we did here on theCube and interviews that we talked about with the top people, Google, Amazon Web Services. We're talking about the top people, both technology leaders like Bill Vass and the people who run the Telecom Verticals like Alf, Alfonzo. >> Danielle: Yeah. >> Adolfo, I mean, Hernandez. >> Danielle: Yeah. >> We had Google's top networking executive. We had their industry leader in the telecom, Microsoft, and the Silicon. All are validating, and it's like surround sound to what you're saying here. And it cannot be ignored. >> I mean, we are coming to a big moment in Telco, right? And I mean, I've been saying that it's coming. I called 2021, the year of public cloud and Telco. It helped that Ericcson bailed. So thank you, Ericcson people. >> Dave: It was a gift. >> It was a gift. >> John: It really was. >> It really was a gift. And it was not just for me, but I think also for the vendors in the booth. I mean, we have a Cloud City army, right? Here we go. Let's start marching. And it's awesome. >> He reminds me of that baseball player that took a break 'cause he had a hangover and Cal Ripken. >> Cal Ripken, right, yeah, yeah. What was that guy's name? >> Did it really happen? >> Yeah, he took a break and... >> The new guy stepped in? >> Yeah, and so we'll go to Cal Ripken. >> No, no, so before it was it? Lou Gehrig. >> Lou Gehrig, yeah. >> Right, so Lou Gehrig was nobody. And we can't remember the guy's name. Nobody knows the guy's name. >> Danielle: Yeah, yeah. >> What was that guy's name? Nobody knows. Oh, 'cause Lou Garrett, he got hurt. >> Danielle: And Lou Gehrig stepped in. >> He sat out, and Lou Gehrig replaced him. >> Danielle: Love it. >> And never heard of him again. >> Danielle: I'll take that. >> Never missed a game. Never missed a game for his entire career. So again, this is what Ericcson did. They just okay, take a break and... >> But I mean, it's been great. Again, I had a great day yesterday. My keynote was delivered. Things are going well with the booth. We had Jon Bon Jovi. I mean, that was just epic, and it was acoustic, and it was right after lockdown. I think everyone was really excited to be there. But I was talking to a vendor that said we'd been able to accomplish in three days what normally it would take three years from a sales funnel perspective. I mean, that is, that's big, and that's not me. That's not my organization. That's other organizations that are benefiting from this energy. Oh, that's awesome. >> The post-isolation economy has become a living metaphor for transformation. And I've been trying to sort of grok and put the pieces together as to how this thing progresses. And my interview with Portaone, in particular, >> Danielle: Yeah. >> really brought it into focus for me, anyway. I'd love to get your thoughts. One of the things we haven't talked much about is public policy. And I think about all the time, all the discussion in the United States about infrastructure, this is critical infrastructure, right? >> Danielle: Yeah. >> And the spectrum is a country like South Africa saying, "Come on in. We want to open up." >> Danielle: Yeah. >> "We want to innovate." And to me that's to me, that's the model for these tier two and tier three telcos that are just going to disrupt the big guys. Whereas, you know, China, may be using the other end of the spectrum, very controlling, but it's the former that is going to adopt the cloud sooner. It's going to completely transform the next decade. >> Yeah, I think this is a great technology for a smaller challenger CSP that still is a large successful company to challenge the incumbents that are, they are dinosaurs too. They move a little bit slow. And maybe if you're a little bit faster, quicker dinosaur you'll survive longer. Maybe it will be able to transform and a public cloud enables that. And I think, you know, I'm playing the long game here, right? >> Dave: Yeah. >> Is public cloud ready for every telco in every corner of the world? No. And there's a couple of things that are barriers to that. We don't really talk about the downsides, and so maybe we sort of wrap up with, there are challenges, and I acknowledge there are challenges. You know, in some cases there are data regulations and issues, right? And you can't, right? There's not a hyperscaler in your country, right? And so you're having a little bit of challenges, but you trend this out over 10 years and then pace it with the hyperscalers are building new data centers. They're each at 25 plus each, plus or minus a few, right? They're marching along, and you trend this out over 10 years, I think one of two things happens. Your data regulations are eased or you a hyperscaler appears in a place you can use it. And those points converge, and hopefully the software's there, and that's my effort. And, yeah. >> You know what's an interesting trend, D. R., John? That is maybe a harbinger to this. You just mentioned something. If the hyperscalers might not have a presence in a country, you know what they're doing? And our data shows this, I do that weekly series "Breaking Analysis," and the data, OpenStack was popping up. >> Danielle: Yeah. >> Like where does OpenStack come from? Well, guess what. When you cut the data, it was telcos using open source to build clouds in regions where there was no hyperscaler. >> Where it didn't exist, yeah. >> So it's a-- >> Gap-filler. >> Yeah, it's a gap-filler. It's a Band-aid. >> But I think this is where like Outpost is such a great idea, right? Like getting Outposts, and I think Microsoft has the ability to do this as well, Google less so, right. They're not providing the staff. They're doing Anthos, so you're still managing this, the rack, but they're giving you the ability to tap into those services. But I was talking to a CE, a CTO in Bolivia. He was like, "We have data privacy issues in our country. There's no hyperscaler." Not sure Bolivia is like next on the list for AWS, right? But he's like, "I'm going to build my own public cloud." And I'm like, "Why would you do that when you can just use Outposts?" And then when your data regulations release or there's a, they get to Bolivia, you can switch and you're on the stack and you're ready to go. I think that's what you should do. You should totally do that. >> Yeah, and one of the things that's come up here on the interviews and theCube and here, the show, is that there are risk takers and innovators and there's operators. And this has been the consistent theme around, yeah, the on-premises world. You mentioned this regulation reasons and/or some workflows just have to be on premise for security reasons, whatever. That's the corner case. >> Danielle: Yeah. >> But the operating model of the technology architecture is shifted. >> Danielle: Yep. >> And that reality, I don't think, is debatable. So I find it. I've got to ask you this because I'm really curious. I know you get a lot of people steering 'ya, oh the public cloud's just a hosting, but why aren't people getting this architectural shift? I mean, you mentioned Outpost, and Wavelength, which Amazon has, is a game changer. It's Amazon Cloud at the hub. >> Yeah, at the edge, yeah. >> Okay, that's a low latency again, low-hanging fruit applications, robotics, whatnot. I mean, that's an architectural dot that's been connected. >> Yeah. >> Why aren't people getting it? >> In our industry, I think it is a lot of not invented here syndrome, right? And that's a very sort of nineties thought, and I have been advocating stand on the shoulders of the greatest technologists in the world. Right? And you know, there is a geopolitical US thing. I think we lived through a presidency that had a sort of nationalistic approach and a lot of those conversations pop up, but I've also looked to these guys and I'm like, you still have your Huawei kit installed, and there's concerns with that, too. So, and you picked it because of cost. And it's really hard to switch off of. >> John: Yeah. >> So give me a break with your public cloud USA stuff, right? You can use it. You're just making excuses. You're just afraid. What are you afraid of? The HR implications? Let's talk about that, right? And the minute I take it there, conversation changes. >> I talked to Teresa Carlson when she was running the public sector at AWS. She's now president of Splunk. I call her a Renaissance woman. She's been a great leader. In public sector there's been this weird little pocket of AWS where it's, I guess, a sales division, but it's still its own company. >> Danielle: Yeah. >> And she just did the CIA deal. The DOD and the public sector partnerships are now private, a lot more private relationships. So it's not like just governments. You mentioned government and national security and these things. You start to see the ecosystem, not, not just be about companies, government and private sector. So this whole vibe of the telecomm being regulated, unregulated, unbundled is an interesting kind of theory. What's your thoughts and reactions to this kind melting pot of ecosystem change and evolution? >> Yeah, I mean, I think there's a very nationalistic approach by the telcos, right? They sort of think about the countries that they operate in. There's a couple of groups that go across multiple countries, but can there be a global telco? Can that happen, right? Just like we say, you were saying it earlier, Netflix. Right? You didn't say Netflix, UK, right? And so can we have a global telco, right? That is challenging on a lot of different levels. But think about that in a public cloud starts to enable that idea. Right? Elon Musk is going to get Mars. >> Dave: Yep. >> John: Yeah. >> You need a planetary level telco, and I think that day is, I mean, I don't think it's tomorrow, but I think that's like 10, 20 years away. >> You're done. We're going to see it start this decade. It's already starting. >> Danielle: Yeah. >> But we're going to see the fruits of that dividend. >> Danielle: Right, yeah. >> I got to ask you. You're a student of the industry and you got so much experience. It's great to have you on theCube and chat about, riff about, these things, but the the classic "Who's ready for disruption?" question comes up. And I think there's no doubt that the telcos, as an industry, has been slow moving, and the role and the importance has changed. People need the need to have the internet access. They need to access. >> Danielle: Yeah. >> So and you've got the Edge. Now applications are now running on a, since the iPhone 14 years ago, as you pointed out, people now are interested in how packets move. >> Danielle: Yeah. >> That's fast, whether it's a doctor or an emergency worker or someone. >> What would we have done in 2020 without the internet and broadband and our mobile phones? I mean. >> Dave: We would have been miserable. >> You know, I think about 1920 when the Spanish flu pandemic hit a hundred years ago. Those guys did not have mobile phones, and they must have been bored, right? I mean, what are you going to do? Right? And so, yeah, I think, I think last year really moved a lot of thinking forward in this respect, so. >> Yeah, it's always like that animal out in the Serengeti that gets taken down, you know, by the cheetah or the lion. How do you know when someone is going to be disrupted? What's the, what's the tell sign in your mind? You look at the telco landscape, what is someone waiting to be disrupted or replaced look like? >> Know what? They're ostriches. Ostriches, how do you say that word right? They stick their head in the sand. Like they don't want to talk about it. La, la, la, I don't want to. I don't want to think about it. You know, they bring up all these like roadblocks, and I'm like, okay, I'm going to come visit you in another six months to a year, and let's see what happens when the guys that are moving fast that are open-minded to this. And it's, I mean, when you start to use the public cloud, you don't like turn it on overnight. You start experimenting, right? You start. You take an application that is non-threatening. You have, I mean, these guys are running thousands of apps inside their data centers. Pick some boring ones. Pick some old ones that no one likes. Move that to the public cloud. Play with it, right? I'm not talking about moving your whole network overnight tomorrow. You got to learn. You have no, I mean, very little talent in the telco that know how to program against the AWS stack. Start hiring. Start doing it. And you're going to start to learn about the compensation. And I used to do compensation, right? I spent a lot of time in HR, right? The compensation points and structures, and they can bear AWS and Google versus a telco. You want Telco stock? Do you want Google stock? >> John: Right, where do you want to go? >> Right? Right? And so you need to start. Like that's going to challenge the HR organization in terms of compensate. How do we compensate our people when they're learning these new, valuable skills? >> When you think about disruption, you know, the master or the professor of disruption, Clay Christensen, one of the best lectures he ever gave is we were at Cambridge, and he gave a lecture on the steel industry and he was describing it. It was like four layers of value in the steel industry, the value chain. It started with rebar, like the lowest end. Right? >> Danielle: Yeah, yeah. >> And the telco's actually the opposite. So, you know, when the international companies came in, they went after rebar, and the higher end steel companies said, "Nah, let them have it." >> Danielle: Let it go. >> "That's the low margin stuff." And then eventually when they got up to the high end, they all got killed. >> Danielle: It was over, yeah. >> The telcos are the opposite. They're like, you know, in the connectivity, and they're hanging on to that because it's so big, but all the high value stuff, it's already gone to the over-the-top players, right? >> It's being eaten away. And I'm like, "What is going to wake you guys up to realize those are your competitors?" That's where the battle is, right? >> Dave: That's really where the value is. >> The battle of the bastards. You're there by yourself, the Game of Thrones, and they're coming at you. >> John: You need a dragon. >> What are you doing about it? >> I need a dragon. I need a dragon to compete in this market. Riding on the dragon would be a good strategy. >> I know. I was just watching. 'Cause I have a podcast. I have a podcast called "Telco in 20," and we always put like little nuggets in the show notes. I personally review them. I was just reviewing the one for the keynote that we're putting out. And I had a dragon in my keynote, right? It was a really great moment. It was really fun to do. But there's, I don't know if you guys are Game of Thrones fans. >> Dave: Oh, yeah. >> John: For sure. >> Right? But there's a great moment when Daenerys guts her dragons, the baby dragons, and she takes over the Unsullied Army. Right? And it's just this, right? Like all of a sudden, the tables turn in an instant where she has nothing, and she's like on her quest, right? I'm on a quest. >> John: Comes out of the fire. >> Right, comes out of the fire. The unburnt, right? She has her dragons, right? She has them hatch. She takes over the Unsullied Army, right? Slays and starts her march, right? And I'm like, we're putting that clip into the show notes because I think that's where we are. I think I've hatched some dragons, right? The Cloud City Army, let's go, let's go take on Telco. >> John: Well, I mean to me... >> Easy. >> I definitely have made it happen because I heard many people talking about cloud. This is turning into a cloud show. The question is, when does this be, going to be a cloud show? You know it's just Cloud City is a big section of the show. I mean, all the big players are behind it. >> Danielle: Yeah, yeah. >> Amazon Web Services, Google, Azure, Ecosystem, startups thinking differently, but everyone's agreeing, "Why aren't we doing this?" >> I think, like I said, I mean, people are like, you're such a visionary. And how did, why do you think this will work? I'm like, it's worked in every other industry. Am I really that visionary? And like, these are the three best tech companies in the world. Like, are you kidding me? And so I think we've shown the momentum here. I think we're looking forward to 2022, you know? And do we see 2022, you get to start planning this the minute we get back. Right? >> John: Yeah. >> Like I wouldn't recommend doing this in a hundred days again. That was a very painful, but you know, February, I was, there's a sign inside NWC, February 28th, right? We're talking seven months. You got to get going now. >> John: Let's get on the phone. (John and Dave talking at the same time) >> I mean, I think you're right on. I mean, you know, remember Skype in the early days? >> Danielle: Yeah, yeah, yeah, yeah. >> It wasn't regional. >> Danielle: Yeah. >> It was just plug into the internet, right? >> Danielle: It was just Skype. It was just WhatsApp. >> Well, this great location, and if you can get a shot, guys, of the people behind us. I don't know if you can. If you're watching, check out the scene here. It's winding down. A lot of people having happy hour now. This is a social construct here at Cloud City. Not only is it chock full of information, reporting that we're doing and getting all the data and with the presentations on the main stage with Adam and the studio and the team. This is a place where people are meeting and there's deals being done face to face, intimate relationships. The best of the best are here. They make the trek, so there's been a successful formula. Of course theCube is in the middle of all the action, which we love. We're excited to be back. I want to thank you personally while we have you on stage here. >> I want to thank you guys and the crew. The crew has been amazing turning out videos on short order. We have all these crews in different cities. It's our own show has been virtual. You know, Adam's at Bristol, right? We're here. This was an experiment. We talked about this a hundred days ago, 90 days ago. Could we get theCube there and do the show, but also theCube. >> You are a visionary. And you said, made for TV hybrid event with your team, reduced television shows, theCube. We're digital. We love you guys. Great alignment, but it's magical because the content doesn't end here. The show might end. They might break down the beautiful plants and the exhibits, but the community is going to continue. The content and the conversations. >> Yeah. >> So. >> We are looking forward to it and. >> Yeah, super-glad, super-glad we did this. >> Awesome. Well, any final moments that you would like to share? And the last two minutes we have, favorite moments, observations, funny things that have happened to you, weird things that have happened to you. Share something that people might not know or a favorite moment. >> I think, I mean I don't know that people know we have a 3D printer in the coffee shops, and so you can upload any picture, and there are three 3D printing coffee art, right? So I've been seeing lots of social posts around people uploading their, their logos and things like that. I think Jon Bon Jovi, he was super-thankful to be back. He thanked me personally two different times of like, I'm just glad to be out in front of people. And I think just even just the people walking around, thank you for being brave, thank you for coming back. You've helped Barcelona, and we're happy to be together even if it is with masks. It's hard to do business with masks on. Everyone's happy and psyched. >> The one thing that people cannot do relative to you is they cannot ignore you. You are making a great big waves. >> Danielle: I shout pretty loud. It's kind of hard to ignore me. >> Okay, you're making a great big wave. You're on the right side, we believe, of history. Public cloud is driving the bus down main street of Cloud City, and if people don't get out of the way, they will be under the bus. >> And like I said, in my keynote, it's go time. Let's do it. >> Okay, thank you so much for all your tension and mission behind the cloud and the success of... >> Danielle: We'll do it again. We're going to do it again soon. >> Ketogi's hundred million dollar investment. Be the CEO of Togi as we follow that progress. And of course, Telco D. R. Danielle Royston, the digital revolution. Thanks for coming on theCube. >> Thank you, guys. It was super-fun. Thank you so much. >> This is theCube. I'm John Furrier with Dave Vellante. We're going to send it back to Adam in the studio. Thanks the team here. (Danielle clapping and cheering) I want to thank the team, everyone here. Adam is great. Chloe, great working with you guys. Awesome. And what a great crew. >> So great. >> Thank you everybody. That's it for theCube here on the last day, Wednesday, of theCube. Stay tuned for tomorrow, more action on the main stage here in Cloud City. Thanks for watching.

>> Announcer: From around the globe, It's theCUBE with digital coverage of IBM Think 2021. Brought to you by IBM. >> Welcome back to IBM Think 2021. This is theCUBE's ongoing coverage where we go out to the events, in this case virtually to extract the signal from the noise. Now we're going to talk about one of the deepest customer relationships in the tech business with Piet Bill who is the IBM managing director for American Express. Piet, great to see you. Thanks for coming on. >> Thanks for having me, Dave. >> So as I said, this is one of the deepest vendor-client relationships. I mean, it's more than that. It's just, you're not a vendor. You're a partner, a very deep relationship many many decades, plus executives know each other. There's been some senior executives from American Express, as I recall came over to IBM of course, famously Lou Gerstner. But, talk about the, just give us the overview of the evolution of that partnership. >> Yeah well, as you rightly mentioned, the relationship is long and deep. It's over a hundred years. I mean the original deal was probably around the combine clocks and scales and all that kind of stuff, and it evolved over time. But what it does indeed create is a long, deep, lasting relationship as a fundament for doing business. And yeah, that business has gone through a lot of cycles over the last decade. So as you say, from buying stuff but I would say over time evolving really into a partnership around services, mutual business back and forth, exchanging executives on board level. American Express executives on the board of IBM and vice versa. So yeah, it's a very, very deep long relationship of two iconic companies in Manhattan. >> Yeah, well so it's got to be more than just buying stuff. Obviously, there's a lot of business being transacted, but you've got an intimate, I mean your title has American Express in it. So you've got to intimately understand your client's business. I mean, I guess that's always the case but we're taking it to another level here, aren't we? >> Yeah, yeah, absolutely. I mean, so what you really are often what we do as IBM is really get into the shoes basically of American Express trying to support their business to their clients. So American Express is very focused on small and medium businesses. So, we tap into how can we help the small and medium business as part of the American Express customer set. And how can we help evolve their business models, their technology, their services, to serve their clients better because in the old days, indeed, to your point, it was like, oh we wanted to buy the right stuff. And then we use that to do our thing but that the technology today, the area in which we operate is completely different. If you don't understand the client of American Express, we cannot serve American Express as a company. So it is indeed very important and it is therefore deeper and it requires way more focus on the clients of American Express than in the old days, I would say. >> Well, the pandemic must've been a challenging environment. Of course, I mean, you know people aren't out shopping as much, although people are waiting, they can't wait to get back out. They say, it's going to be like Woodstock here with their American Express cards. But so, maybe talk a little bit about how you worked together during the pandemic. >> Yeah, so well, first of all, like anybody we all work from home, but American Express really, I would say almost re-engaged on what is core in their strategy, is the support to small and medium business. So, American Express started this Stand For Small Initiative led by Steve Squeri himself, about how can we enable the small enterprises in doing business in the COVID period? What do they need? I mean, yeah, they need money, but they also need help. Like how to deal with your financials with your people. Can we use the spare time to do more education? And so IBM was one of the partners that jumped on board immediately to say, okay let us help in that platform, support you when necessary with the platform, but definitely help you in that platform to reach out to the small and medium enterprises, specifically in the New York area And like many other partners, we all got on board. And I think it got another focus again, I mean small and medium business has always been a focus but it's different when so many companies are struggling right now. And so we got on board and I think that is really a very clear partnership expression, I would say. >> How do you measure success with American Express? What are some of the key things that you guys look at? How have you evolved that over time? >> Well, ultimately I would say it's client satisfaction in the end. It sounds like an open door, but it really is. I mean, the real measurement, I mean there's always money measurements back and forth. And you can argue that of course you need to do solid business. There's no discussion there but I would say it's where do we align on the strategic intent from both companies? And let me elaborate a second on that one. If American Express is really transforming its business to become way more, I would say cloud enabled, hybrid technologies enabled. We provide a lot of that material. So we are really working together on trying to leverage each other in building that hybrid platform that will enable that future. And why do you need that? Well, because American Express needs to be dynamic and getting fintechs on board, getting exchanges with new companies are going way faster. It's not the traditional old style anymore where you could go for transformations for years. No, it needs to be on the spot. So we felt our strategies are really well aligned. And I would say the real measurement of success is how can we now make that to the benefit of American Express and on the back of that, we will do good business. So client satisfaction should be the primary one, strategic alignment important, and then of course doing the sound business on the back of that for both sides >> Financial services firms have always been pretty savvy when it comes to applying technology to business. Some of the most demanding customers and more advanced. And so, American Express was likely already on a digital transformation prior to the COVID hitting. At the same time, if he talks about it being accelerated. But, I think what people miss is that it wasn't, well they don't miss it, but to think about it and this way it wasn't planned, it was like forced. And, so you just, you had no choice. You couldn't think about it. You just had to do an act. And so on the one hand, okay, that's good. It was a forcing function. It also served as a Petri dish, but on the other hand, I'm sure a lot of mistakes were made. Now, as we exit the pandemic, we step back and say, okay, wow, we learned a lot. Now we can make a more planful approach and really go deeper and lean in over the next several years. What are your thoughts on that? And how does it relate to what you guys are doing with American Express? >> I think that's a very good point, I agree. It's what you see is that this indeed has forced us in a lot of things. I think the good news is American Express was already enabled for a lot of that new technology. They have invested. They have a lot of very skilled, good people and a very clear strategy and what they were after. This indeed put more pressure on it. I think what you will see happening in the foreseeable future after we get out of all of this, let's say the the urgency to complete the transformation on the cloud and data will become even more crucial. And so the priority will become higher and it will not be just higher because of the techies wanting it to do it, but because the business needs it. So they need it from a risk perspective, they need it from an agility perspective, go to market of new products. They need to really move fast. It's a fast moving market. You get a lot of it. I mean, the competition is there. So to enable that the move to get new technologies in faster is becoming pivotal and crucial. And I think for now, it's more of an almost like a survival statement. We need to get through this bubble of COVID. As soon as that's done, we need to think way more on the structural elements of data and how we enable a hybrid strategy going forward. >> So in the spirit of, you know you need to understand your customer. In this case, American Express and understand their business. And American Express is, I'll make you laugh. Anytime I call American Express, if I have to work out a problem or whatever, and I got to talk to customer service, they always thank me for my loyalty. Because I've been a customer for a long time. Back when probably when Ronald Reagan was president it was my first Amex card. And so they're like, "Oh, thank you, Mr. Vellante. We really appreciate your loyalty." So loyalty is a big thing for American Express with its customers. So what about IBM and American Express? How are you breeding? You know, what's that loyalty factor look like for you guys? >> Yeah, I think it's a very important element. I mean, to your point, I have the same experience. It's a crucial element. The whole, I mean, American express is famous for its loyalty schemes for loyalty as a company. I think loyalty, like the business has evolved. I think the loyalty evolves in the same style. And I would say in the old days, I would say the argument was you need to have the best product. You know, you need to be, and then we'll buy the product. In the current environment, I would argue it's way more about skills. Do we have the right people? Do we have the right technology, strategy kind of stuff? I would say for the future, it's way more about do we have the right trust, commitment, and loyalty of the people that work with us going forward to serve the client needs? And I think that evolution, it's almost like you have an Industrial Revolution. There was an Information Revolution. I think there's more of a Loyalty Revolution coming up where the real differentiating factors is because we can study this and argue this for ages but a lot of parties will deliver a lot of good technology to the market. They will deliver a lot of good people. They will have good price points. So what's the real differentiating factor? It's like, do we really trust these people? And then I think relationship loyalty will really come in play and it will not become in play just between an IBM and an American Express. But I would argue it will come in play in the whole business cycle of American Express to their clients. I mean, if the credit card swipe of your American Express card in a shop fails, it needs to be my problem. If I deliver the service to American Express, it cannot be that, oh, American Express has a problem. And you know what, it's eight o'clock in the evening. Yeah, we have reduced services. No, we never had that. We will never have that. But we need to get even deeper in understanding what the effects are of these business issues. >> Yeah. you're right. The nature of loyalty, I mean, certainly the products have changed. I remember, you used to travel overseas with American Express Travelers Checks. That was a staple of every overseas trip that I ever took. No matter where I was going, whether it was the Asia Pacific or Europe, I had to have that packet. And there were times when one time in particular I had a problem, boom, they were right there. It solved that problem. Now of course, many young people in the audience don't even know what America's Express Travelers Check is. They probably don't know what cash is. Carrying around crypto in their wallet. But, that's an example and that's about trust. I trust that product. I trust that company behind the product. And again, that has to extend to your relationship, doesn't it? >> Absolutely, so the technology that American Express uses, whether they do it themselves, or whether it's provided by partners like IBM. It needs to be seamless because, let's face it. Dave, you will not be interested to know who provides you the security on your credit card. If you have an American Express card, you expect it expect American Express to deliver you the security that you need. And whether American Express delivers that or IBM, you couldn't care less and you shouldn't care less. But what it does require is that, in the old school I would say it was more like, okay, we'll give some services and some products to American Express and guys, good luck! Now, we need to think ahead. And I think that's where the power of IBM comes in whether we really are tuned by industry to the industry issues like compliance, security, stability, services to the end clients, to you. So you need to feel if I cannot explain what I do to American Express in your terms as an end-user of an Amex credit card, you can argue what's the real value at? And definitely if there's like three, four, or five parties playing exactly the same game, it needs to be differentiating. And I think a company like IBM we have differentiating value, but we need to make it very clear. And that's, I think where you see companies like American Express really work together and that's where loyalty and trust really comes into play. >> Last question and we've got to go is, you have American Express in your title. Are other companies jealous? (laughs) We want that too. >> They should. They should be. I must say, we deal with a ton of financial institutions as you know around the globe, including the other credit cards. But yeah, I think when these deep relationships come in place and two, they're so old. So deep, so entrenched, and it really started. There's different dimensions to it. And it's not always that hard-coded anymore. It's the subtlety of really relying on each other. I mean, when something happens in the middle of the night with American Express, all of IBM is on board as of the second. And it's not driven by contracts or by anything. It's by people that have an American Express logo on the forehead and worked for an IBM. >> Yeah, right. That's awesome. Piet, Piet Bill's great story. Thanks so much for coming to theCUBE. It was great to have you. >> Thanks for having me. >> All right. And keep it right there. This is Dave Vellante, ongoing coverage of Think 2021. You're watching theCUBE.

>>from >>around >>The globe. It's the cube with digital coverage of IBM think 2021 brought to you >>by IBM. Welcome back to IBM Think 2021. This is the cubes ongoing coverage where we go out to the events in this case virtually to extract the signal from the noise. Now we're gonna talk about one of the deepest customer relationships in the tech business with Pete Bill, who is the IBM managing director for American Express. Pete, great to see you. Thanks for coming on. >>Thanks for having me Dave. >>So as I said, this is one of the deepest vendor client relationships. I mean, it's more than that because you're not a vendor, your partner, very deep relationship, many, many, you know, decades plus uh, executives know each other. There's been a some senior executives from American Express as I recall, came over to IBM of course, famously Lou Gerstner um, but but talk about the, just give us the overview of the evolution of that partnership. >>Yeah, well, as you rightfully mentioned, uh the relationship is long and deep, its over 100 years. I mean the original deal was probably around the club buying clocks and uh scales and all that kind of stuff and it evolved over time. But what it does indeed create is a long deep lasting relationship as a fundament for doing business and uh yeah that business has gone through a lot of cycles over the last decades, as you say, uh from from buying stuff. But I would say over time evolving really into a partnership around services, mutual business back and forth, exchanging executives on board level american Express executives on the board of IBM and vice versa. So yeah, it's a very very deep long relationship of two iconic companies in in Manhattan. >>Yeah, so it's got to be more than just buying stuff. Obviously there's a lot of business being transacted but you've got to intimate your title has american Express in it. So you've got to intimately understand your client's business. I mean that's I guess that's always the case, but we're taking it to another level here, >>aren't we? Yeah. Yeah, absolutely. I mean, so what you really are after and what we do is IBM is really get into the shoes basically of american Express trying to support their business to their clients. So american Express is very focused on small and medium business. So we tip into how can we help the small and medium businesses part of the american Express custom set and how can we help evolve their business models, that technology their services to serve their clients better because in the old days indeed. To your point it was like, oh we wanted to buy the right stuff and then we use that to do our thing. But that the technology today, the area in which we operate is completely different. If you don't understand the the client of american Express, we cannot serve american express as a company. So it is indeed very important and it is therefore deeper and it requires way more focused on the clients of american express than in the old days I would say. >>Well the pandemic must have been a challenging uh environment. Of course. I mean you know people aren't out shopping as much although you know people are waiting, they can't wait to get back out. They say it's gonna be like Woodstock with the american express cards. But so so maybe talk a little bit about how how you work together during the pandemic. >>Yeah. So well first of all like anybody, we're all work from home. But american express really uh I would say almost reengaged on what is core and the threat that used to support to small and medium business. So american Express started this stand for small initiative led by steve Square himself about how can we enable the small enterprises uh in doing business in the covid period? What do they need? I mean, yeah, they need money, but they also need help like how to deal with your financials with your people. Can we use the spare time to do more education? And so IBM was one of the partners that jumped on board immediately to say, okay, let us help in that platform support you were necessary with the platform but definitely help you in that platform to reach out to the small and medium enterprises uh specifically in the new york area. And like many other partners, we all got on board and I think it got another focus. Again, I mean small and medium business has always been a focus, but it's different when so many companies are struggling right now. And so we get a got on board. And I think that that is really a very clear partnership expression. I would say, >>how do you measure success with with american Express? What are some of the key things that you guys look at? How, how have you evolved that over time? >>Well, ultimately, I would say it's client satisfaction in the end, it sounds like an open door, but it really is. I mean the real the real measurement, I mean there's always money measurements back and forth. You can argue that that is of course you need to do solid business. There's no discussion there, but I would say it's where do we align on the strategic intent from both companies and let me elaborate a second on that one. If american Express is really transforming its business to become way more, I would say uh cloud enabled hybrid technologies enabled. Uh we provide a lot of that material. Uh so we are really working together on trying to leverage each other in building that hybrid platform that will enable that future. And why do you need that? Well, because american Express needs to be dynamic and getting fit, excellent board, getting exchanges with with with with new companies going way faster. It's not a traditional old style anymore where you could go for transformations for years now it needs to be on the spot. Um so we show our strategies are really well aligned and I would say the real measurement of success is how can we now make that to the benefit of american Express? And on the back of that we will do good business. So uh client satisfaction should be the primary one. Strategic alignment important. And then of course doing the sound business on the back of that for both sides, >>financial services firms have always been pretty savvy when it comes to applying technology to business some of the most demanding customers and more advanced. Uh So you know the american express is likely already on a digital transformation prior to the covid hitting at the same time. It talks about it being accelerated. But I think what people miss is that it wasn't well they don't miss it but you know to think about it in this way, it wasn't planned, it was like forced. And so you just you have no choice, you couldn't think about it, you just have to do an act. And so on the one hand, okay, that's good. It was a forcing function. It also served as a Petri just but on the other hand, I'm sure a lot of mistakes were made now as we exit the pandemic step back and say okay wow, we learned a lot now. We can make a more planned full approach and really go deeper and lean in over the next several years. What are your thoughts on that and how does it relate to what you guys are doing with american Express? >>I think that's a very good point. I agree. It's what you see is that uh this indeed has forced us in a lot of things. I mean I think the good news is american Express was already enabled for a lot of that new technology. They have invested, they have a lot of very skilled good people uh a very clear strategy and what they were after this and they put more pressure on it. I think what you will see happening in the foreseeable future after we get out of all of this is that the, let's say the urgency to complete the transformation on cloud and data will become even more crucial. And so the priority will become higher and it will not be just higher because of the Turkish wanting it to do it, but because the business needs it. So uh needed from a risk perspective, they needed, from an agility perspective, go to market of new products. Uh they need to really move fast. It's a fast moving market, you get a lot of the media competition is there? Uh so to enable that the move to get new technologies and faster is becoming pivotal and crucial. And I think for now it's more of almost like a survival statement. We need to get through this bubble of Covid as soon as that's done, we need to think way more on the structural elements of debt and how we enable a hybrid strategy going forward. >>So in the spirit of you need to understand your customer in this case american Express and understand their business. An american express is uh make you laugh anytime I call american Express, you know, if I have to work out a problem or whatever. Uh and I gotta talk to some customer service. They always thank me for my loyalty because I have been a customer for a long time. You know, back when probably when Ronald Reagan was president, it was my first Amex card. And so they're like, oh thank you, Mr Volonte. We we really appreciate your loyalty. So loyalty is a big thing for american Express with its customers. So what about IBM and American Express? How are you breeding, you know, what's that loyalty factor look like for you guys? >>Yeah, I think it's a very important element. I mean to your point, I have the same experience, It's it's a it's a crucial element. Uh the whole, I mean american Express is famous for its loyalty schemes for loyalty as a company. I think loyalty like the business has evolved, I think the loyalty evolves in the same style in I would say in the in the in the old days, I would say the argument was you need to have the best product, you know, you you need to be and then we'll buy the product in the current environment. I would argue that it's way more about skills, Do we have the right people? Do we have the right technology strategy kind of stuff? I would say for the future, it's way more about do we have the right trust, commitment and loyalty of the people that work with us going forward to serve the client needs? And I think that evolution, it's almost like you have an industrial revolution, there was an information resolution. I think there's more of a loyalty revolution coming up where the real differentiating factors is because we can study this and argue this for ages. But a lot of parties will deliver a lot of good technology to the market, they will deliver a lot of good people, they will have good price points. So what's the real differentiating factor? It's like, do we really trust these people? And then I think relationship loyalty will really come and play and it will not become and play just between an IBM and an american express, but I would argue it will come and play in the whole business cycle of american express to their clients. I mean if the credit card swipe of your american express card in a shop fails, It needs to be my problem. If I deliver the service to American express it cannot be that Oh American express has a problem and you know what, it's 8:00 in the evening uh yeah we have reduced services. No we never had that, we will never have that but we need to get even deeper in understanding what the effects are of these business issues. >>Yeah I mean you're right the nature of loyalty, the preservative products have changed. I mean I remember you know I used to travel overseas with american Express traveler's checks that was a staple of every overseas trip that I ever took you no matter where I was going, whether it's asia pacific or or europe, I had to have that packet and I and I had you know, there were times when, when you know one time particularly had a problem film, they were right there to solve the problem. Of course, many young people in the audience don't even know what american express traveler's check is. They probably don't know what cash is carrying around crypto in their wallet. But but but that's an example and that's about trust, trust that product, I trust that company behind the product. Again, that has to extend to your relationship doesn't. >>Absolutely. So the technology that an american Express users, whether they do it themselves or whether it's provided by partners like IBM it needs to be seamless because let's face it, you would not be interested to know who provides you the security on your credit card. If you have an american Express card, you expect expect american Express to deliver your the security that you need and whether american Express delivers that or IBM you couldn't care less and you shouldn't care less. But what it does require is that in the old school I would say it was more like okay we'll give some services and some products to american Express and guys could look now, we need to think ahead and I think that's where the power of IBM comes in where that we really attuned by industry to the industry issues like compliance, security, stability services, um to the inclined to you. So you need to feel if I cannot explain what I do to american express in your terms as an infusion of an express credit card, you can argue what's the real value add. And definitely if there's like 345 parties playing exactly the same game, it needs to be differentiating and I think a company like IBM we have differentiating value but we need to make it very clear and that's I think where you see companies like american Express really work together and that's what loyalty and trust really comes in play. >>Last question when we got to go is you have american expression, your title are other companies jealous >>we >>want that >>to, they should, they should >>be. Uh >>but I I must say, I mean we deal with a ton of financial institutions as you know around the globe including the other credit cards. But yeah, I think where these deep relationship ships commonplace indeed too. I mean they're so old, so deep, so and entrenched and it really start there's different dimensions to it and it's not always that hard coded anymore, it's the subtlety of really relying on each other. I mean when something happens in the middle of the night with american express, all of IBM is on board as of the second and it's not driven by contracts or by anything. It's by people that have an American Express logo on the forehead and work for an IBM. >>Yeah. Right. It's awesome. Pete Pete bills. Great story. Thanks so much for coming to the cube. It's great to have you. >>Thanks for having me. >>All right and keep it right. There is day volonte ongoing coverage of think 2021. You're watching the Cube? Yeah.

>>Yeah, yeah. Welcome back to the third session in our building, A vibrant data ecosystem track. This session is unleash the power of your cloud data warehouse. So what comes after you've moved your data to the cloud in this session will explore White Enterprise Analytics is finally ready for the cloud, and we'll discuss how you can consume Enterprise Analytics in the very same way he would cloud services. We'll also explore where analytics meets cloud and see firsthand how thought spot is open for everyone. Let's get going. I'm happy to say we'll be hearing from two folks from thought spot today, Michael said Cassie, VP of strategic partnerships, and Vika Valentina, senior product marketing manager. And I'm very excited to welcome from our partner at AWS Gal Bar MIA, product engineering manager with Red Shift. We'll also be sharing a live demo of thought spot for BTC Marketing Analytics directly on Red Shift data. Gal, please kick us off. >>Thank you, Military. And thanks. The talks about team and everyone attending today for joining us. When we talk about data driven organizations, we hear that 85% of businesses want to be data driven. However, on Lee. 37% have been successful in We ask ourselves, Why is that and believe it or not, Ah, lot of customers tell us that they struggled with live in defining what being data driven it even means, and in particular aligning that definition between the business and the technology stakeholders. Let's talk a little bit. Let's look at our own definition. A data driven organization is an organization that harnesses data is an asset. The drive sustained innovation and create actionable insights. The super charge, the experience of their customers so they demand more. Let's focus on a few things here. One is data is an asset. Data is very much like a product needs to evolve sustained innovation. It's not just innovation innovation, it's sustained. We need to continuously innovate when it comes to data actionable insights. It's not just interesting insights these air actionable that the business can take and act upon, and obviously the actual experience we. Whether whether the customers are internal or external, we want them to request Mawr insights and as such, drive mawr innovation, and we call this the for the flywheel. We use the flywheel metaphor here where we created that data set. Okay, Our first product. Any focused on a specific use case? We build an initial NDP around that we provided with that with our customers, internal or external. They provide feedback, the request, more features. They want mawr insights that enables us to learn bringing more data and reach that actual data. And again we create MAWR insights. And as the flywheel spins faster, we improve on operational efficiencies, supporting greater data richness, and we reduce the cost of experimentation and legacy environments were never built for this kind of agility. In many cases, customers have struggled to keep momentum in their fleet, flywheel in particular around operational efficiency and experimentation. This is where Richie fits in and helps customer make the transition to a true data driven organization. Red Shift is the most widely used data warehouse with tens of thousands of customers. It allows you to analyze all your data. It is the only cloud data warehouse that sits, allows you to analyze data that sits in your data lake on Amazon, a street with no loading duplication or CTL required. It is also allows you to scale with the business with its hybrid architectures it also accelerates performance. It's a shared storage that provides the ability to scale toe unlimited concurrency. While the UN instant storage provides low late and say access to data it also provides three. Key asks that customers consistently tell us that matter the most when it comes to cost. One is usage based pricing Instead of license based pricing. Great value as you scale your data warehouse using, for example, reserved instances they can save up to 75% compared to on the mind demand prices. And as your data grows, infrequently accessed data can be stored. Cost effectively in S three encouraged through Amazon spectrum, and the third aspect is predictable. Month to month spend with no hitting charges and surprises. Unlike and unlike other cloud data warehouses, where you need premium versions for additional enterprise capabilities. Wretched spicing include building security compression and data transfer. >>Great Thanks. Scout um, eso. As you can see, everybody wins with the cloud data warehouses. Um, there's this evolution of movement of users and data and organizations to get value with these cloud data warehouses. And the key is the data has to be accessible by the users, and this data and the ability to make business decisions on the data. It ranges from users on the front line all the way up to the boardroom. So while we've seen this evolution to the Cloud Data Warehouse, as you can see from the statistic from Forrester, we're still struggling with how much of that data actually gets used for analytics. And so what is holding us back? One of the main reasons is old technology really trying to work with today's modern cloud data warehouses? They weren't built for it. So you run into issues of trying to do data replication, getting the data out of the cloud data warehouse. You can do analysis and then maintaining these middle layers of data so that you can access it quickly and get the answers you need. Another issue that's holding us back is this idea that you have to have your data in perfect shape with the perfect pipeline based on the exact dashboard unique. Um, this isn't true. Now, with Cloud data warehouse and the speed of important business data getting into those cloud data warehouses, you need a solution that allows you to access it right away without having everything to be perfect from the start, and I think this is a great opportunity for GAL and I have a little further discussion on what we're seeing in the marketplace. Um, one of the primary ones is like, What are the limiting factors, your Siegel of legacy technologies in the market when it comes to this cloud transformation we're talking about >>here? It's a great question, Michael and the variety of aspect when it comes to legacy, the other warehouses that are slowing down innovation for companies and businesses. I'll focus on 21 is performance right? We want faster insights. Companies want the ability to analyze MAWR data faster. And when it comes to on prem or legacy data warehouses, that's hard to achieve because the second aspect comes into display, which is the lack of flexibility, right. If you want to increase your capacity of your warehouse, you need to ensure request someone needs to go and bring an actual machine and install it and expand your data warehouse. When it comes to the cloud, it's literally a click of a button, which allows you to increase the capacity of your data warehouse and enable your internal and external users to perform analytics at scale and much faster. >>It falls right into the explanation you provided there, right as the speed of the data warehouses and the data gets faster and faster as it scales, older solutions aren't built toe leverage that, um, you know, they're either they're having to make technical, you know, technical cuts there, either looking at smaller amounts of data so that they can get to the data quicker. Um, or it's taking longer to get to the data when the data warehouse is ready, when it could just be live career to get the answers you need. And that's definitely an issue that we're seeing in the marketplace. I think the other one that you're looking at is things like governance, lineage, regulatory requirements. How is the cloud you know, making it easier? >>That's That's again an area where I think the cloud shines. Because AWS AWS scale allows significantly more investment in securing security policies and compliance, it allows customers. So, for example, Amazon redshift comes by default with suck 1 to 3 p. C. I. Aiso fared rampant HIPPA compliance, all of them out of the box and at our scale. We have the capacity to implement those by default for all of our customers and allow them to focus. Their very expensive, valuable ICTY resource is on actual applications that differentiate their business and transform the customer experience. >>That's a great point, gal. So we've talked about the, you know, limiting factors. Technology wise, we've mentioned things like governance. But what about the cultural aspect? Right? So what do you see? What do you see in team struggling in meeting? You know, their cloud data warehouse strategy today. >>And and that's true. One of the biggest challenges for large large organizations when they moved to the cloud is not about the technology. It's about people, process and culture, and we see differences between organizations that talk about moving to the cloud and ones that actually do it. And first of all, you wanna have senior leadership, drive and be aligned and committed to making the move to the cloud. But it's not just that you want. We see organizations sometimes Carol get paralyzed. If they can't figure out how to move each and every last work clothes, there's no need to boil the ocean, so we often work with organizations to find that iterative motion that relative process off identifying the use cases are date identifying workloads in migrating them one at a time and and through that allowed organization to grow its knowledge from a cloud perspective as well as adopt its tooling and learn about the new capabilities. >>And from an analytics perspective, we see the same right. You don't need a pixel perfect dashboard every single time to get value from your data. You don't need to wait until the data warehouse is perfect or the pipeline to the data warehouse is perfect. With today's technology, you should be able to look at the data in your cloud data warehouse immediately and get value from it. And that's the you know, that's that change that we're pushing and starting to see today. Thanks. God, that was That was really interesting. Um, you know, as we look through that, you know, this transformation we're seeing in analytics, um, isn't really that old? 20 years ago, data warehouses were primarily on Prem and the applications the B I tools used for analytics around them were on premise well, and so you saw things like applications like Salesforce. That live in the cloud. You start having to pull data from the cloud on Prem in order to do analytics with it. Um, you know, then we saw the shift about 10 years ago in the explosion of Cloud Data Warehouse Because of their scale, cost reduced, reduce shin reduction and speed. You know, we're seeing cloud data. Warehouses like Amazon Red Shift really take place, take hold of the marketplace and are the predominant ways of storing data moving forward. What we haven't seen is the B I tools catch up. And so when you have this new cloud data warehouse technology, you really need tools that were custom built for it to take advantage of it, to be able to query the cloud data warehouse directly and get results very quickly without having to worry about creating, you know, a middle layer of data or pipelines in order to manage it. And, you know, one company captures that really Well, um, chick fil A. I'm sure everybody has heard of is one of the largest food chains in America. And, you know, they made a huge investment in red shift and one of the purposes of that investment is they wanted to get access to the data mawr quickly, and they really wanted to give their business users, um, the ability to do some ad hoc analysis on the data that they were capturing. They found that with their older tools, the problems that they were finding was that all the data when they're trying to do this analysis was staying at the analyst level. So somebody needed to create a dashboard in order to share that data with a user. And if the user's requirements changed, the analysts were starting to become burdened with requests for changes and the time it took to reflect those changes. So they wanted to move to fought spot with embrace to connect to Red Shift so they could start giving business users that capability. Query the database right away. And with this, um, they were able to find, you know, very common things in in the supply chain analysis around the ability to figure out what store should get, what product that was selling better. The other part was they didn't have to wait for the data to get settled into some sort of repository or second level database. They were able to query it quickly. And then with that, they're able to make changes right in the red shift database that were then reflected to customers and the business users right away. So what they found from this is by adopting thought spot, they were actually able to arm business users with the ability to make decisions very quickly. And they cleared up the backlog that they were having and the delay with their analysts. And they're also putting their analysts toe work on different projects where they could get better value from. So when you look at the way we work with a cloud data warehouse, um, you have to think of thoughts about embrace as the tool that access that layer. The perfect analytic partner for the Cloud Data Warehouse. We will do the live query for the business user. You don't need to know how to script and sequel, um Thio access, you know, red shift. You can type the question that you want the answer to and thought spot will take care of that query. We will do the indexing so that the results come back faster for you and we will also do the analysis on. This is one of the things I wanted to cover, which is our spot i. Q. This is new for our ability to use this with embrace and our partners at Red Shift is now. We can give you the ability to do auto analysis to look at things like leading indicators, trends and anomalies. So to put this in perspective amount imagine somebody was doing forecasting for you know Q three in the western region. And they looked at how their stores were doing. And they saw that, you know, one store was performing well, Spot like, you might be able to look at that analysis and see if there's a leading product that is underperforming based on perhaps the last few quarters of data. And bring that up to the business user for analysis right away. They don't need to have to figure that out. And, um, you know, slice and dice to find that issue on their own. And then finally, all the work you do in data management and governance in your cloud data warehouse gets reflected in the results in embrace right away. So I've done a lot of talking about embrace, and I could do more, but I think it would be far better toe. Have Vika actually show you how the product works, Vika. >>Thanks, Michael. We learned a lot today about the power of leveraging your red shift data and thought spot. But now let me show you how it works. The coronavirus pandemic has presented extraordinary challenges for many businesses, and some industries have fared better than others. One industry that seems to weather the storm pretty well actually is streaming media. So companies like Netflix and who Lou. And in this demo, we're going to be looking at data from B to C marketing efforts. First streaming media company in 2020 lately, we've been running campaigns for comedy, drama, kids and family and reality content. Each of our campaigns last four weeks, and they're staggered on a weekly basis. Therefore, we always have four campaigns running, and we can focus on one campaign launch per >>week, >>and today we'll be digging into how our campaigns are performing. We'll be looking at things like impressions, conversions and users demographic data. So let's go ahead and look at that data. We'll see what we can learn from what's happened this year so far, and how we can apply those learnings to future decision making. As you can already see on the thoughts about homepage, I've created a few pin boards that I use for reporting purposes. The homepage also includes what others on my team and I have been looking at most recently. Now, before we dive into a search, will first take a look at how to make a direct connection to the customer database and red shift to save time. I've already pre built the connection Red Shift, but I'll show you how easy it is to make that connection in just three steps. So first we give the connection name and we select our connection type and was on red Shift. Then we enter our red shift credentials, and finally, we select the tables that we want to use Great now ready to start searching. So let's start in this data to get a better idea of how our marketing efforts have been affected either positively or negatively by this really challenging situation. When we think of ad based online marketing campaigns, we think of impressions, clicks and conversions. Let's >>look at those >>on a daily basis for our purposes. So all this data is available to us in Thought spot, and we can easily you search to create a nice line chart like this that shows US trends over the last few months and based on experience. We understand that we're going to have more clicks than impressions and more impressions and conversions. If we started the chart for a minute, we could see that while impressions appear to be pretty steady over the course of the year, clicks and especially conversions both get a nice boost in mid to late March, right around the time that pandemic related policies were being implemented. So right off the bat, we found something interesting, and we can come back to this now. There are few metrics that we're gonna focus on as we analyze our marketing data. Our overall goal is obviously to drive conversions, meaning that we bring new users into our streaming service. And in order to get a visitor to sign up in the first place, we need them to get into our sign up page. A compelling campaign is going to generate clicks, so if someone is interested in our ad, they're more likely to click on it, so we'll search for Click through Rape 5% and we'll look this up by campaign name. Now even compare all the campaigns that we've launched this year to see which have been most effective and bring visitors star site. And I mentioned earlier that we have four different types of campaign content, each one aligned with one of our most popular genres. So by adding campaign content, yeah, >>and I >>just want to see the top 10. I could limit my church. Just these top 10 campaigns automatically sorted by click through rate and assigned a color for each category so we could see right away that comedy and drama each of three of the top 10 campaigns by click through rate reality is, too, including the top spot and kids and family makes one appearance as well. Without spot. We know that any non technical user can ask a question and get an answer. They can explore the answer and ask another question. When you get an answer that you want to share, keep an eye on moving forward, you pin the answer to pin board. So the BBC Marketing Campaign Statistics PIN board gives us a solid overview of our campaign related activities and metrics throughout 2020. The visuals here keep us up to date on click through rate and cost per click, but also another really important metrics that conversions or cost proposition. Now it's important to our business that we evaluate the effectiveness of our spending. Let's do another search. We're going to look at how many new customers were getting so conversions and the price cost per acquisition that we're spending to get each of these by the campaign contact category. So >>this is a >>really telling chart. We can basically see how much each new users costing us, based on the content that they see prior to signing up to the service. Drama and reality users are actually relatively expensive compared to those who joined based on comedy and kids and family content that they saw. And if all the genres kids and family is actually giving us the best bang for our marketing >>buck. >>And that's good news because the genres providing the best value are also providing the most customers. We mentioned earlier that we actually saw a sizable uptick in conversions as stay at home policies were implemented across much of the country. So we're gonna remove cost per acquisition, and we're gonna take a daily look how our campaign content has trended over the years so far. Eso By doing this now, we can see a comparison of the different genres daily. Some campaigns have been more successful than others. Obviously, for example, kids and family contact has always fared pretty well Azaz comedy. But as we moved into the stay at home area of the line chart, we really saw these two genres begin to separate from the rest. And even here in June, as some states started to reopen, we're seeing that they're still trending up, and we're also seeing reality start to catch up around that time. And while the first pin board that we looked at included all sorts of campaign metrics, this is another PIN board that we've created so solely to focus on conversions. So not only can we see which campaigns drug significant conversions, we could also dig into the demographics of new users, like which campaigns and what content brought users from different parts of the country or from different age groups. And all this is just a quick search away without spot search directly on a red shift. Data Mhm. All right, Thank you. And back to you, Michael. >>Great. Thanks, Vika. That was excellent. Um, so as you can see, you can very quickly go from zero to search with thought Spot, um, connected to any cloud data warehouse. And I think it's important to understand that we mentioned it before. Not everything has to be perfect. In your doubt, in your cloud data warehouse, um, you can use thought spot as your initial for your initial tool. It's for investigatory purposes, A Z you can see here with star, Gento, imax and anthem. And a lot of these cases we were looking at billions of rows of data within minutes. And as you as your data warehouse maturity grows, you can start to add more and more thoughts about users to leverage the data and get better analysis from it. So we hope that you've enjoyed what you see today and take the step to either do one of two things. We have a free trial of thoughts about cloud. If you go to the website that you see below and register, we can get you access the thought spots so you can start searching today. Another option, by contacting our team, is to do a zero to search workshop where 90 minutes will work with you to connect your data source and start to build some insights and exactly what you're trying to find for your business. Um thanks, everybody. I would especially like to thank golf from AWS for joining us on this today. We appreciate your participation, and I hope everybody enjoyed what they saw. I think we have a few questions now. >>Thank you, Vika, Gal and Michael. It's always exciting to see a live demo. I know that I'm one of those comedy numbers. We have just a few minutes left, but I would love to ask a couple of last questions Before we go. Michael will give you the first question. Do I need to have all of my data cleaned and ready in my cloud data warehouse before I begin with thought spot? >>That's a great question, Mallory. No, you don't. You can really start using thought spot for search right away and start getting analysis and start understanding the data through the automatic search analysis and the way that we query the data and we've seen customers do that. Chick fil a example that we talked about earlier is where they were able to use thoughts bought to notice an anomaly in the Cloud Data Warehouse linking between product and store. They were able to fix that very quickly. Then that gets reflected across all of the users because our product queries the Cloud Data Warehouse directly so you can get started right away without it having to be perfect. And >>that's awesome. And gal will leave a fun one for you. What can we look forward to from Amazon Red Shift next year? >>That's a great question. And you know, the team has been innovating extremely fast. We released more than 200 features in the last year and a half, and we continue innovating. Um, one thing that stands out is aqua, which is a innovative new technology. Um, in fact, lovely stands for Advanced Square Accelerator, and it allows customers to achieve performance that up to 10 times faster, uh, than what they've seen really outstanding and and the way we've achieved that is through a shift in paradigm in the actual technological implementation section. Uh, aqua is a new distributed and hardware accelerated processing layer, which effectively allows us to push down operations analytics operations like compression, encryption, filtering and aggregations to the storage there layer and allow the aqua nodes that are built with custom. AWS designed analytics processors to perform these operations faster than traditional soup use. And we no longer need to bring, you know, scan the data and bring it all the way to the computational notes were able to apply these these predicates filtering and encourage encryption and compression and aggregations at the storage level. And likewise is going to be available for every are a three, um, customer out of the box with no changes to come. So I apologize for being getting out a little bit, but this is really exciting. >>No, that's why we invited you. Call. Thank you on. Thank you. Also to Michael and Vika. That was excellent. We really appreciate it. For all of you tuning in at home. The final session of this track is coming up shortly. You aren't gonna want to miss it. We're gonna end strong, come back and hear directly from our customer a T mobile on how T Mobile is building a data driven organization with thought spot in which >>pro, It's >>up next, see you then.

>>Yeah, >>yeah. Hello and welcome to Day two at Beyond. I am so excited that you've chosen to join the building a vibrant data ecosystem track. I might be just a little bit biased, but I think it's going to be the best track of the day. My name is Mallory Lassen and I run partner Marketing here, a thought spot, and that might give you a little bit of a clue as to why I'm so excited about the four sessions we're about to hear from. We'll start off hearing from two thought spotters on how the power of embrace can allow you to directly query on the cloud data warehouse of your choice Next up. And I shouldn't choose favorites, but I'm very excited to watch Cindy housing moderate a panel off true industry experts. We'll hear from Deloitte Snowflake and Eagle Alfa as they describe how you can enrich your organization's data and better understand and benchmark by using third party data. They may even close off with a prediction or two about the future that could prove to be pretty thought provoking. So I'd stick around for that. Next we'll hear from the cloud juggernaut themselves AWS. We'll even get to see a live demo using TV show data, which I'm pretty sure is near and dear to our hearts. At this point in time and then last, I'm very excited to welcome our customer from T Mobile. They're going to describe how they partnered with whip pro and developed a full solution, really modernizing their analytics and giving self service to so many employees. We'll see what that's done for them. But first, let's go over to James Bell Z and Ana Son on the zero to search session. James, take us away. >>Thanks, Mallory. I'm James Bell C and I look after the solutions engineering and customer success teams have thought spot here in Asia Pacific and Japan today I'm joined by my colleague Anderson to give you a look at just how simple and quick it is to connect thought spot to your cloud data warehouse and extract value from the data within in the demonstration, and I will show you just how we can connect to data, make it simple for the business to search and then search the data itself or within this short session. And I want to point out that everything you're going to see in the demo is Run Live against the Cloud Data Warehouse. In this case, we're using snowflake, and there's no cashing of data or summary tables in terms of what you're going to see. But >>before we >>jump into the demo itself, I just like to provide a very brief overview of the value proposition for thought spot. If you're already familiar with thought spot, this will come as no surprise. But for those new to the platform, it's all about empowering the business to answer their own questions about data in the most simple way possible Through search, the personalized user experience provides a familiar search based way for anyone to get answers to their questions about data, not just the analysts. The search, indexing and ranking makes it easy to find the data you're looking for using business terms that you understand. While the smart ranking constantly adjust the index to ensure the most relevant information is provided to you. The query engine removes the complexity of SQL and complex joint paths while ensuring that users will always get thio the correct answers their questions. This is all backed up by an architecture that's designed to be consumed entirely through a browser with flexibility on deployment methods. You can run thought spot through our thoughts about cloud offering in your own cloud or on premise. The choice is yours, so I'm sure you're thinking that all sounds great. But how difficult is it to get this working? Well, I'm happy to tell you it's super easy. There's just forced steps to unlock the value of your data stored in snowflake, Red Shift, Google, Big Query or any of the other cloud data warehouses that we support. It's a simple is connecting to the Cloud Data Warehouse, choosing what data you want to make available in thought spot, making it user friendly. That column that's called cussed underscore name in the database is great for data management, but when users they're searching for it, they'll probably want to use customer or customer name or account or even client. Also, the business shouldn't need to know that they need to get data from multiple tables or the joint parts needed to get the correct results in thought spot. The worksheet allows you to make all of this simple for the users so they can simply concentrate on getting answers to their questions on Once the worksheet is ready, you can start asking those questions by now. I'm sure you're itching to see this in action. So without further ado, I'm gonna hand over to Anna to show you exactly how this works over to you. Anna, >>In this demo, I'm going to go to cover three areas. First, we'll start with how simple it is to get answers to your questions in class spot. Then we'll have a look at how to create a new connection to Cloud Data Warehouse. And lastly, how to create a use of friendly data layer. Let's get started to get started. I'm going to show you the ease off search with thoughts Spot. As you can see thought spot is or were based. I'm simply lobbying. Divide a browser. This means you don't need to install an application. Additionally, possible does not require you to move any data. So all your data stays in your cloud data warehouse and doesn't need to be moved around. Those sports called differentiator is used experience, and that is primarily search. As soon as we come into the search bar here, that's what suggestion is guiding uses through to the answers? Let's let's say that I would wanna have a look at spending across the different product categories, and we want Thio. Look at that for the last 12 months, and we also want to focus on a trending on monthly. And just like that, we get our answer straightaway without alive from Snowflake. Now let's say we want to focus on 11 product category here. We want to have a look at the performance for finished goods. As I started partially typing my search them here, Thoughts was already suggesting the data value that's available for me to use as a filter. The indexing behind the scene actually index everything about the data which allowed me to get to my data easily and quickly as an end user. Now I've got my next to my data answer here. I can also go to the next level of detail in here. In third spot to navigate on the next level of detail is simply one click away. There's no concept off drill path, pre defined drill path in here. That means we've ordered data that's available to me from Snowflake. I'm able to navigate to the level of detail. Allow me to answer those questions. As you can see as a business user, I don't need to do any coding. There's no dragon drop to get to the answer that I need right here. And she can see other calculations are done on the fly. There is no summary tables, no cubes building are simply able to ask the questions. Follow my train or thoughts, and this provides a better use experience for users as anybody can search in here, the more we interact with the spot, the more it learns about my search patterns and make those suggestions based on the ranking in here and that a returns on the fly from Snowflake. Now you've seen example of a search. Let's go ahead and have a look at How do we create a connection? Brand new one toe a cloud at a warehouse. Here we are here, let me add a new connection to the data were healthy by just clicking at new connection. Today we're going to connect Thio retail apparel data step. So let's start with the name. As you can see, we can easily connect to all the popular data warehouse easily. By just one single click here today, we're going to click to Snowflake. I'm gonna ask some detail he'd let me connect to my account here. Then we quickly enter those details here, and this would determine what data is available to me. I can go ahead and specify database to connect to as well, but I want to connect to all the tables and view. So let's go ahead and create a connection. Now the two systems are talking to each other. I can see all the data that's available available for me to connect to. Let's go ahead and connect to the starter apparel data source here and expanding that I can see all the data tables as available to me. I could go ahead and click on any table here, so there's affect herbal containing all the cells information. I also have the store and product information here I can make. I can choose any Data column that I want to include in my search. Available in soft spot, what can go ahead and select entire table, including all the data columns. I will. I would like to point out that this is important because if any given table that you have contains hundreds of columns it it may not be necessary for you to bring across all of those data columns, so thoughts would allow you to select what's relevant for your analysis. Now that's selected all the tables. Let's go ahead and create a connection. Now force what confirms the data columns that we have selected and start to read the medic metadata from Snowflake and automatically building that search index behind the scene. Now, if your daughter does contain information such as personal, identifiable information, then you can choose to turn those investing off. So none of that would be, um, on a hot spots platform. Now that my tables are ready here, I can actually go ahead and search straight away. Let's go ahead and have a look at the table here. I'm going to click on the fact table heat on the left hand side. It shows all the data column that we've brought across from Snowflake as well as the metadata that also brought over here as well. A preview off the data shows me off the data that's available on my snowflake platform. Let's take a look at the joints tap here. The joint step shows may relationship that has already been defined the foreign and primary care redefining snowflake, and we simply inherited he in fourth spot. However, you don't have toe define all of this relationship in snowflake to add a joint. He is also simple and easy. If I click on at a joint here, I simply select the table that I wanted to create a connection for. So select the fact table on the left, then select the product table onto the right here and then simply selected Data column would wish to join those two tables on Let's select Product ID and clicking next, and that's always required to create a joint between those two tables. But since we already have those strong relationship brought over from Snow Flag, I won't go ahead and do that Now. Now you have seen how the tables have brought over Let's go and have a look at how easy is to search coming to search here. Let's start with selecting the data table would brought over expanding the tables. You can see all the data column that we have previously seen from snowflake that. Let's say I wanna have a look at sales in last year. Let's start to type. And even before I start to type anything in the search bar passport already showing me all those suggestions, guiding me to the answers that's relevant to my need. Let's start with having a look at sales for 2019. And I want to see this across monthly for my trend and out off all of these product line he. I also want to focus on a product line called Jackets as I started partially typing the product line jacket for sport, already proactively recommending me all the matches that it has. So all the data values available for me to search as a filter here, let's go ahead and select jacket. And just like that, I get my answer straight away from Snowflake. Now that's relatively simple. Let's try something a little bit more complex. Let's say I wanna have a look at sales comparing across different regions, um, in us. So I want compare West compared to Southwest, and then I want to combat it against Midwest as well as against based on still and also want to see these trending monthly as well. Let's have look at monthly. If you can see that I can use terms such as monthly Key would like that to look at different times. Buckets. Now all of these is out of the box. As she can see, I didn't have to do any indexing. I didn't have to do any formulas in here. As long as there is a date column in the data set, crossbows able to dynamically calculate those time bucket so she can see. Just by doing that search, I was able to create dynamic groupings segment of different sales across the United States on the sales data here. Now that we've done doing search, you can see that across different tables here might not be the most user friendly layer we don't want uses having to individually select tables. And then, um, you know, selecting different columns with cryptic names in here. We want to make this easy for users, and that's when a work ship comes in. But those were were sheet encapsulate all of the data you want to make available for search as well as formulas, as well as business terminologies that the users are familiar with for a specific business area. Let's start with adding the daughter columns we need for this work shape. Want to slack all of the tables that we just brought across from Snowflake? Expanding each of those tables from the facts type of want sales from the fax table. We want sales as well as the date. Then on the store's table. We want store name as well as the stay eating, then expanding to the product we want name and finally product type. Now that we've got our work shit ready, let's go ahead and save it Now, in order to provide best experience for users to search, would want to optimize the work sheet here. So coming to the worksheet here, you can see the data column that we have selected. Let's start with changing this name to be more user friendly, so let's call it fails record. They will want to call it just simply date, store name, call it store, and then we also want state to be in lower case product name. Simply call it product and finally, product type can also further optimize this worksheet by adding, uh, other areas such as synonyms, so allow users to use terms of familiar with to do that search. So in sales, let's call this revenue and we all cannot also further configure the geo configuration. So want to identify state in here as state for us. And finally, we want Thio. Also add more friendly on a display on a currency. So let's change the currency type. I want to show it in U. S. Dollars. That's all we need. So let's try to change and let's get started on our search now coming back to the search here, Let's go ahead. Now select out worksheet that we have just created. If I don't select any specific tables or worksheets, force what Simply a search across everything that's available to you. Expanding the worksheet. We can see all of the data columns in heat that's we've made available and clicking on search bar for spot already. Reckon, making those recommendations in here to start off? Let's have a look at I wanna have a look at the revenue across different states for here today, so let's use the synonym that we have defined across the different states and we want to see this for here today. Um yesterday as well. I know that I also want to focus on the product line jacket that we have seen before, so let's go ahead and select jacket. Yeah, and just like that, I was able to get the answer straight away in third spot. Let's also share some data label here so we can see exactly the Mount as well to state that police performance across us in here. Now I've got information about the sales of jackets on the state. I want to ask next level question. I want to draw down to the store that has been selling these jackets right Click e. I want to drill down. As you can see out of the box. I didn't have to pre define any drill paths on a target. Reports simply allow me to navigate to the next level of detail to answer my own questions. One Click away. Now I see the same those for the jackets by store from year to date, and this is directly from snowflake data life Not gonna start relatively simple question. Let's go ahead and ask a question that's a little bit more complex. Imagine one. Have a look at Silas this year, and I want to see that by month, month over month or so. I want to see a month. Yeah, and I also want to see that our focus on a sale on the last week off the month. So that's where we see most. Sales comes in the last week off the month, so I want to focus on that as well. Let's focus on last week off each month. And on top of that, I also want to only focus on the top performing stores from last year. So I want to focus on the top five stores from last year, so only store in top five in sales store and for last year. And with that, we also want to focus just on the populist product types as well. So product type. Now, this could be very reasonable question that a business user would like to ask. But behind the scenes, this could be quite complex. But First part takes cares, or the complexity off the data allow the user to focus on the answer they want to get to. If we quickly have a look at the query here, this shows how forceful translate the search that were put in there into queries into that, we can pass on the snowflake. As you can see, the search uses all three tables as well shooting, utilizing the joints and the metadata layer that we have created. Switching over to the sequel here, this sequel actually generate on the fly pass on the snowflake in order for the snowflake to bring back to result and presented in the first spot. I also want to mention that in the latest release Off Hot Spot, we also bringing Embraced um, in the latest version, Off tosspot 6.3 story Q is also coming to embrace. That means one click or two analysis. Those who are in power users to monitor key metrics on kind of anomalies, identify leading indicators and isolate trends, as you can see in a matter of minutes. Using thought spot, we were able to connect to most popular on premise or on cloud data warehouses. We were able to get blazing fast answers to our searches, allow us to transform raw data to incite in the speed off thoughts. Ah, pass it back to you, James. >>Thanks, Anna. Wow, that was awesome. It's incredible to see how much committee achieved in such a short amount of time. I want to close this session by referring to a customer example of who, For those of you in the US, I'm sure you're familiar with who, Lou. But for our international audience, who Lou our immediate streaming service similar to a Netflix or Disney Plus, As you can imagine, the amount of data created by a service like this is massive, with over 32 million subscribers and who were asking questions of over 16 terabytes of data in snow folk. Using regular B I tools on top of this size of data would usually mean using summary or aggregate level data, but with thoughts. What? Who are able to get granular insights into the data, allowing them to understand what they're subscribes of, watching how their campaigns of performing and how their programming is being received, and take advantage of that data to reduce churn and increase revenue. So thank you for your time today. Through the session, you've seen just how simple it is to get thought spot up and running on your cloud data warehouse toe. Unlock the value of your data and minutes. If you're interested in trying this on your own data, you can sign up for a free 14 day trial of thoughts. What cloud? Right now? Thanks again, toe Anna for such awards and demo. And if you have any questions, please feel free to let us know. >>Awesome. Thank you, James and Anna. That was incredible. To see it in action and how it all came together on James. We do actually have a couple of questions in our last few minutes here, Anna. >>The first one will be >>for you. Please. This will be a two part question. One. What Cloud Data Warehouses does embrace support today. And to can we use embrace to connect to multiple data warehouses. Thank you, Mallory. Today embrace supports. Snowflake Google, Big query. Um, Red shift as you assign that Teradata advantage and essay Bahana with more sources to come in the future. And, yes, you can connect on live query from notable data warehouses. Most of our enterprise customers have gotta spread across several data warehouses like just transactional data and red Shift and South will start. It's not like, excellent on James will have the final question go to you, You please. Are there any size restrictions for how much data thought spot can handle? And does one need to optimize their database for performance, for example? Aggregations. >>Yeah, that's a great question. So, you know, as we've just heard from our customer, who there's, there's really no limits in terms of the amount of data that you can bring into thoughts Ponant connect to. We have many customers that have, in excess of 10 terabytes of data that they're connecting to in those cloud data warehouses. And, yeah, there's there's no need to pre aggregate or anything. Thought Spot works best with that transactional level data being able to get right down into the details behind it and surface those answers to the business uses. >>Excellent. Well, thank you both so much. And for everyone at home watching thank you for joining us for that session. You have a few minutes toe. Get up, get some water, get a bite of food. What? You won't want to miss this next panel in it. We have our chief data strategy off Officer Cindy, Housing speaking toe experts in the field from Deloitte Snowflake and Eagle Alfa. All on best practices for leveraging external data sources. See you there

>>from around the globe. It's the Cube covering HP. Discover Virtual experience Brought to you by HP. >>Welcome to the Cube's coverage of HP Discover. 2020. The virtual experience This year. I am Lisa Martin with the Cube, and I have a guest joining me from HP Financial Services during do marketing and business development later in the a p J region. Welcome, Dorian. >>Hi, Lisa. Thank you for having me today. >>Actually said Good morning. You're in Singapore. Great to have you here to talk to us a little bit about your role in financial services for HP. >>Yes, I lead the marketing and business development for Asia Pacific, Japan at HP Financial Services. Well, together my team, we need to create execute business strategies as well as go to market programs of collaborating with our HP and high value relationship partners to jointly developed no revenue growth and profitability. Goals that we all look to have >>in the last few months massive disruption with covert 19 disrupting business strategies district and go to market plans. What are some of the things that you have seen from that lens of helping customers from a financial services perspective? What have you seen since Covered Hit? Yeah. So from a business >>perspective, you know, corporate 19 has really, uh, intensified some off the what we really new in terms of the digital transformation that is so imperative in order to compete in today's very compatible. And of course, in that dynamic situation, we also see a lot of customers where the pandemic them they were trying to balance that with, you know, keeping the operations on as well as trying to still, um, you know, two the other show transformation initiatives. So all of that was, really, you know, taking away some of what they see in terms of the budgets where it's really quickly reading some actually delayed or, you know, simply just taking away. So initially we saw many customers who needed to boost the r. I T. Requirement very quick, sweet, in order to help their employees and auto whole remotely and to continue to support the business online. So there were a lot of off requirements in the initial face. At the same time, we're also seeing that what Christmas was trying to do, that a lot of this were unplanned. And so they had to look to how to do this, All this initiatives as well as you know, still keeping the cash. You know, two conservative for two, whether through the storm, whereby they are also seeing a decreasing revenue because of some of the lock downs and restrictions that basic. >>So given how dynamic this whole thing has been and how fast businesses in every industry and pretty much country of the world had to massively pivot or shut down. What are some of the ways in which HP financial services is getting creative to help your customers, as you said, kind of navigate shrinking budgets or budgets that are being quickly depleted? Well, at the same time, these businesses for financial agility need to have, you know, a big mind on cash flow. Yeah, so we saw >>that, you know, coming true. And a lot of customers was also Lou, looking to see how they could continue both their operations as well as you know, still keep that data initiatives going ahead. So a lot of customers, we're trying to figure out what's the best way they can do this. Ah, while you know, maintaining all of that and keeping all the logic. So we have together, Ah, two billion offer to help customers in order to try to the spirit. And it was true of various lease of initiatives that we have, including, you know, some flexible financing scheme that will allow them to take advantage off. You know, >>the >>the programs that we have while keeping the lights on, as well as speaking sure that they still have to cash to invest and, you know, and actually adopt and go ahead with the digital transformation strategy. >>Tell me a little bit about how your team actually helped to create some of those flexible financing financing options so quickly, given how fast everything changed, What were some of the conversations like within HP that you can share that led you to understand? Okay, this is where we can deliver creativity to our customers. >>Right? So there's a lot of off a discussion going on. I mean, a couple off very key areas, very few, that customers have very important needs. It's one you know, Ah, where the supply chains have been disrupted. And yet they have to keep your operational booster operations because a lot of people will work for men so that connectivity needs to be in place. That service needs to be upgraded, so definitely kernel they would need to upgrade the system. And so that's where you know we have our solutions able to help them bring in some off the, um, pre certified pre owned equipment to help them out. Great. And that can be done very quickly in the matter, off days or even, just, you know, weeks or days, and so they can update that very quickly. So we have a solution to help them to do that. At the same time, we know that you know, Cash is going to be very importantly, keeping the liquidity is crucial for the business. And so we have came together to a few off. What report in Europe program as well as you know, relief program will allow them to, you know, take advantage where they pay as little as nothing for three months or as little as 1% with reeling off this year. And, you know, differ most of the cost to lead a part. So so we We think this are the ones that you know customers really need to, because these are where they see some off. They are constraints in terms, off managing, both keeping their operations as well as the cache intact. >>And, of course, customers have to plan for what's happening right now. Which a lot of businesses you and I were in this this everyone work from home, and then they'll be a next phase where, depending on the type of industry, maybe certain job functions, we'll go back to the office and then they would be 1/3 phase where it's permanently. Some folks percentage large part, probably are gonna stay working from home. So your customers have to be ableto work with HP Financial Services to plan for those phases as you talked about, you've got a program to help them swap out equipment with a certified program. I imagine that's equipment ranging from laptops to printers to network and connectivity and security technologies. Right? It really spans the whole gamut of what HP delivers. >>Yes, so So you know, for us we are looking across the whole spectrum of I t. Um you know, we pride ourselves as we aspire to be the leader in 90 s at the conference, and that's really where our strengths because we understand you know, the value in each of these ideas sets, and it's not just a about, you know, conserving cash off any sort. But it's also about how to you acquire hole I t assets with the best solutions whereby you can use it and consume it as well. As you know. You are not back to a particular set of products and you get a chance to upgrade a sweetness. You need it. And also that's helps to customers in terms off, you know, enabling their strategies to go ahead with the Paris Ah, you know, Post covert 19 my half. So that's where we could help with, You know, various options for the customers >>are you seeing is HPC and increase in you waste because now there might be business is that, as you said earlier, we have to digitally transform to compete. That's no longer a nice to have what's going on from a assistant sustainability perspective. >>Yes, So from a um as companies innovate rate ah, lot of times the dose. Those are good innovations. But at the same time as you innovate, you know, there are also the downside off where you know, you create a different set of problems with this with the ways Ah, and a lot off. Sometimes innovations might take place. Well, sometimes you know, a celebrity trial and you might not perceive with those innovation. And that's where you might have read that in all extra I t assets, which was not be used. And that is really a growing problem because it always see 50 tonnes off the ways being created every year. And so, you know, a lot of customers are also telling us to say that you know how we can help them in this area, you know, And And this is really where HP Financial Services can do a lot to help because we strongly believe, you know, and recycling out cycling of our products and, you know, advocating the consumption versus the owns mentality, you know, And that's where our very solutions, really compelling to help to estimates pull, are thinking about, you know, innovations who are thinking about, you know, uh, getting yet this is transform. We have different ways to help them to do that. And a lot of times, that's where if you know, customers look to that it helps them, and not just about building out strategy as well as building a strategy that is committed to sustainability. >>And continuing on this sustainability topic, I imagine to one of the opportunities that customers have so work with HP and financial services is to streamline and simplify their environment. I imagine I think of it, you know, very simple analogy to spring cleaning, realizing, Oh, I haven't used this in a while. I don't need it. Talk to me about some of the ways that from a sustainability and a moving forward in the future direction perspective, your HP might be helping customers simplify their I t infrastructure is to reduce the amount of of technologies and devices that they might need to help them be more efficient as their business strategies has completely changed. >>Yeah, so So I mean, first of all, when a company looks to innovate and looks to adopt new technology, I mean, one of the key things that we probably will look to is how do you how to depend uses? How did consuming it and think about, you know, are there better ways that you can consume this? I t you know, Ah, it's not so much about having everything in house, and owning it is also about this. Is providing you the level of service that you need as well as you know, is that what's is required in terms off in the best way to manage Ah, you're financial agility in order to meet those requirements and so that that's probably the key for a lot of customers. We need to look at both balancing their financial requirements as well as you know, having the right strategy and contributing again to the sustainability post that they might have internally. >>As we look at HP Discover coming up you have probably a unique opportunity, with this event having to be completely virtual, of having customers in every industry in every region of the world now not have to travel. So expenses saved there talked about them being, you know, cash constraining budget shrinking. But you probably have the opportunity to talk to maybe a wider audience about what HP financial services can help customers achieve in normal times. And in these current tempt, talk to me about some of the things that that customers will have the opportunity to learn like many sessions that you're doing at Discover. >>Yeah, absolutely. In fact, I think this is This is one of the great things that's happening right now because everything is virtual anyone and everyone can go into discover when in, you know, in previous years, maybe they're restricted by travels restricted by timings and so, like even myself and all of you in simple we can't go into this. However, um, you know, any time and really enjoyed that. So I really would invite all the attendees to view our spot like sessions. Ah, which is reimagine your entire technology asset that deliver by our CEO of Robin. And also we have official session. That's in the women's leaders in technology whereby I'll see all Jericho talks about meeting, you know, true, did the recovery and of course not to forget. And obviously we have two more business talk as well. As you know, Are there more rooms that in the showcase, which, you know, I would recommend everyone to go visit >>terrific during Thank you for sharing what's going on with HP Financial Services in the time of Corbett. How you're helping customers adjust their business strategies and thanks for sharing the different sessions that they can attend and learn from at Discover. We appreciate your time. >>Thank you, Lisa. It was great having toe beyond the sessions. Yep. This my pleasure. >>Excellent. Minus well, for Dorian Brew. I'm Lisa Martin. You're watching the Cube's coverage of HP Discover 2020. Yeah. Yeah, yeah, yeah.

>>from the Cube Studios in Palo Alto and Boston connecting with thought leaders all around the world. This is a cube conversation. >>Everyone. Welcome back to the Cube's virtual coverage of AWS Summit Online. Their virtual conference. I'm John Furrier here in the Cube studio for a conversation with Matt Garman, Vice president. Sales amount of AWS. We're here with our quarantine crew. Matt. Thanks for joining me. I know your remote as well. We're living in a virtualized world. Thanks for coming on. AWS Summit is now online. You're running sales and market for the company. This is really caught a lot of companies by surprise this this situation sheltering in place. It's highlighted a lot of scale problems. One of them is events. So we're here at the AWS Summit online, and you guys are still pulling it off A lot of content. Great to see you. >>Great. Thanks. Thanks for having me. >>So before we get into some of the announcements in the customer focus things that you guys are doing, you and I both met. We did an interview when you were running the EEC to you've been with Amazon for a long time, Got a storied history. You were there from one E. C two launched saw Amazon grow. This really kind of ties into some reporting that we've been doing where cloud native a scale of what advice became it really was a game changer and that showed the at scale opportunity for startups. And now the enterprise. This covert 19 is really showing companies and individuals their living it, of being disrupted, where the Internet and large scale tools and technologies can help them, but also exposes gaps in their lives or in companies, cases, things like provisioning VP ends. Maybe they didn't figure out 100% would be at home, but then going forward, the applications are now thinking about this new virtualized world. Even when it comes back to normal, be somewhat of a hybrid, you know, integrated world. This will put pressure on you guys as Amazon to build more capacity like you did with the see too, but at a whole nother level. So I want to get into that and more. But this covert 19 really has changed the game for the world. What do you guys see in your customer base? This is a big part of the conversation. What's going on? >>Thanks, John, And you're right. This is an unprecedented time for us, and on day eight of us as well as our customers are all trying to figure it out. I think you know, part of part of what we've seen from our customers as we talk out there, whether they're public service or private customers is is really that that demands that they're seeing from their customer bases are rapidly changing. Some customers have their businesses have seen much fewer lower demands and others before. But others they're seeing 10 21 100 x more business than they were before. And what we're seeing is that those customers that have their business running in the cloud are able to handle that on quickly. Our ableto adapt and change and grow with their changing customer base, and sometimes that's internal. Sometimes you're like you said. That's because, um, they need to scale up their VPN or they need to scale up their virtual workstations. Other times, it's customers who maybe they run a large call center business. But their call center folks are no longer able to come into the office, and they quickly spin up a virtual call center. We've seen our Amazon connect business really, really take off as customers quickly united to figure out how they can manage the actually increased call Williams they're seeing, but in a virtual location. And finally, we're just seeing some customers, whether they're from entertainment from communication or online education. Many of these businesses they're scaling rapidly wouldn't have been able to do it if they're running in their own data center. But because they're in the cloud, they're able to quickly spin up more instances, spin up more storage and meet the demands of their customers. So I think it's been nice to see. Fortunately for us, we've had many years, as you mentioned, I used to run the C two team on, and we've been thinking for over a decade about how we really manage that supply chain. How do we ensure that we're able to handle rapidly scaling? So we've really optimized our supply chain Unfortunately, in a good position where we can continue to operate, continue to scale and continue to handle the demands are growing customer base even unprecedented times like this. >>You know, you mentioned that I want to get into that concept. You wrote a block post the other day on the Amazon Day one blawg keeping organizations running during Covad 19 and you kind of teased out this point about average connected time. And if you think about this crisis, this really is that the true test for scale and elasticity of having that cloud model and some of the clouds have not done as well as Amazon. There's been some stories out there. Google and Microsoft has had the up time you guys had, but this really has been the future pulled forward. So you guys have a lot of customers like Netflix like slack, that are really taken advantage of this. This is the true test of cloud and only the beginning again. Like I said, this is going to show a lot of gaps in most other traditional enterprises. But this highlights the tests that you guys were waiting for. I won't say that you're waiting for a crisis, but cloud, this is ultimately the test. Your thoughts on Netflix, who Lou Slack, A bunch of other names land and he throws the slide. But we have re invent. But the >>big I think if you look at, obviously we have a lot more time at home, right? I'm at home here in Seattle. A lot of us are spending more time at home. And so a lot of the streaming services like you said, the Netflix is the who lose that Disney Pluses of the world. Also games. Think about how many kids were playing fortnight or playing a or the video games. A lot of those businesses have really seen an increase in their demand on they have been able to just seamlessly scale along with eight of us on the work side. Think about everybody from slack that runs entirely on AWS Zoom, who runs the vast majority of their infrastructure and aws all of these communication on work from home capabilities. These are all running on AWS enabled many of the scale, and we think all of our kids, our kids are all trying to figure out what a school look like. You don't actually go to school. I was talking from the team at Blackboard. They've seen a 10 sometimes even 100 X increase in their business. America will just seamlessly scale up on demand. I mean, really overnight just exploded. >>I was on Twitter just the other day, talking with some folks because the whole jet, I think, is going down. I was gonna wing of my normal commentary. Um and this is the public sector challenge as well. You mentioned schools. These air traditionally? No, I t or enterprise like chops. They need scale now. They need it fast. They have to stand up. I imagine this is the kind of scenario that this is also gonna hit the small, medium sized enterprises as well as some of the big ones. So the big guys have legacy problems, data silos, whatever we've had, great. Comes with some of your team members there. But that's just one sector. You got small, medium size enterprises that don't have any I t public sector and education. They're gonna be in market in months, if not >>tomorrow. Public sector is a super interesting one. And, frankly, our public sector team I don't know that they have slept in the past three months working to try to help governments, both the United States and internationally, everything from me. If you think about it, our our unemployment systems in states across the United States have gone from something like 3% unemployment claims to 15% unemployment claims within a two month period. Those systems are not meant to scale like that, and they reached out to us pretty quickly to see how we could help them start to scale. You think about some of the the systems that are trying to send out checks to people, systems that are trying to send out small making loans to folks. We've been really working deeply with many of those government agencies to try to figure out how we can get the money in the hands of the individuals that need it as quickly as possible and really help those legacy systems. Sometimes they're built on, you know, legacy databases or Oracle's or Microsoft sequel systems. And those things just aren't scaling. And they're trying to figure out How can they get to a more modern architecture that can really keep scaling with the needs of the new demand that they're reaching? It's just something that didn't anticipate before. >>Yeah, and I think your customers, as you're now going to be overseeing the larger global organization, sales and marketing, um, it's not like you guys are preaching to the customers because you're living through the same crisis in an environment that they are. You certainly can align with their empathy and certainly help them solve problems. But now we're in a business climate where we're seeing unemployment numbers of massive numbers. Usually companies come out of these challenges, and we think it could be highly accelerated on an upward trajectory, flat or negative. In 2008. That crisis we saw the winners come out of that one. You guys rode that wave with AWS. Easy to can. You know that world now coming out of this next pandemic, it's going to be hybrid or virtualization of meat of life. >>How are >>you leading your team? How are you talking to customers? I'm out of this empathy, but you got to run an organization. You have to still sell services and market your products You got reinvent was a physical event. I mean, >>these air, >>huge challenges you're living them to. What's your >>take on >>all this? >>Yeah, part of I think you know, in my new role. And as you mentioned, I used to run the computing with AWS, including easy to many compute services for about 13 years before coming and running. Now the sales and marketing, or AWS >>and And in >>that role, you know, a lot of what I would think about is how we really help our customers understand how critical it >>is to the >>her hair. The cloud gives you just so much more flexibility, so much more agility. And we would you know, there's a bunch of the early adopters would lead into that and really got it. And once they got onto the cloud, they saw their innovation level went up, their agility goes up all those things. But, you know, there was still a lot of folks that were they're interested. I mean, we obviously have, ah, decent sized business today and many, many millions of customers that are using the cloud today. But some of them are have been slower to kind of fully adopt and really move all of their business critical workloads to the cloud. I firmly believe that coming out of this crisis, you're gonna have two types of of businesses. You're gonna have some that just go into their shell, right? They're just going to say I'm just gonna try to survive. I'm just gonna try that to get by, going to try to conserve every little bit of something. I can just protect what I have. You know, I don't think those are long term. I'm not optimistic of. Those are going to be the businesses that right. I think every time you see a crisis, you have businesses that lean into it. They're smart about it. They think about long term. What are the things that are going to help me compete in this new world? And I think Cloud is gonna be one of those things. We've talked to everybody from airlines to traditional Fortune 500 enterprises, and they see that like they're still leaning into the cloud, even even airlines. No one's been hit harder than the airlines. And even I've talked to several executives and airlines their saying Look, my cloud initiative, that's the thing I'm not cutting. I'm gonna cut everything else. But this is the thing that's gonna let me succeed when I really get into that new world. And so I really think you're going to see some of those folks that maybe you were hesitant before so again in the next 34 years. Maybe I'll get to the cloud. I really think that they're going to start to lead in because they're going to realize if my competitors or in the cloud and I'm not that is gonna be a significant disadvantage and, you know, knock on wood. Hopefully, there's no other global pandemic, but they have to deal with. But I think it just really highlights any uncertainty in the world. There's going to be differences and they just are unable to deal with to the flexibility and the scale that they want to go up and down, by the way that they're unable to really handle whatever the world throws up. But I think we're going to be living in a continually uncertain environment. >>Yeah, I definitely would agree with you, and I think it's going to get back to normal at some point, but even is gonna have an impact into 2021 as many people are kind of figuring out the window, people saying no spring 2021 Maybe, you know, there we started get some semblance of normality the way it was, but still that environment and this brings up the whole summit online that you guys are doing. Your summits have been a great set of events. We've covered many of them with the real key physical cube. Now we're doing the Virtual Cube. They've been a practitioner and user, the developer builder event. It's a free event. Nutrition had. Now you have them all over the world. They're going on virtual. People still need to build out these projects. There's still a demand, and some projects are being cut. Some are, as you guys look over the horizon with your customer base conversations around what to fund whatnot the fund. As you mentioned. What are some of the things that you're seeing and recommending to customers that they should continue to double down on? Because smart manager is going to step back and say, Hey, I can see some gaps. We're going to double down on that and we're gonna kill that. We're gonna move this over here. There's going to be a reinvention and growth strategy that they have to figure out quickly. There's no yet playbooks emerging, but it's clear out the video virtual interactions. But those projects get double down your thoughts on the customer builders out there. >>I think that's absolutely right in it and expands every industry you can think about. Think about, you know, I was talking Teoh several customers in the healthcare space. And how long has it been five years that people have been touting that telemedicine is really gonna be that thing that eventually comes and eventually becomes a big thing? This has really accelerated that, such that. Now I've talked to probably dozens and dozens of people who, for the very first time of talk to their doctors over being their cell phone because they don't want to go into the hospital for you're getting, you know, six or something like that. Then they just have a minor medical things you need to do. Telemedicine is one of those things that is really taking off, and there's been really enabling, frankly, that customers have been able to do telemedicine. That's really helps, knows that that wanted to stay safe but also get good medical advice. I think that's just one example where we're gonna continue to see this go. I think coming out of this the other thing, our custom, lot of our customers were thinking about, and anytime you really go into an uncertain economic world. You want to think about capital preservation. Now is not the time you want to go spend money to build your own data center or to buy your own servers. If ever there was a time where the cloud makes the most sense, capital preservation >>is E >>particularly we don't know if there's gonna be an economic recession. We don't know how long this is going to take. All businesses, whether they're severely impacted, should be really thinking about that capital preservation. But they've also got to be thinking about how they innovate. You know, I've talked to ah, popular ride sharing customer the other day, and they were talking about how ride sharing his way down. But they're still using this as a time to lean forward into innovation because they know coming out of this, they want to be ahead of where their competitors are going to be. And they really want to use this as an opportunity to take their own internal teams, focus them on where they think the biggest potential is gonna be. And then once the economy turns around people out and about again, they can hit the accelerator and really take off. So I think that's really how a lot of our customers were thinking about situation where they're right now. >>You know, you guys haven't had a steep learning curve over the years with cloud and cloud scale. I think as the world comes in, the human capital piece becomes interesting, too, not just on of spending with money, monetary, the human capital to work, how people are contributing. So this brings up the whole reinvention. It's funny to watch as people are forced with these first generation problems of how to make things digital, how to get scale going. You have people who have learned it, have a learning curve, and again there's no compression algorithm for experience, as you guys like to point out. So >>this is >>creating this kind of like, How do I change the roles of my company? And so I want to get your thoughts because we're looking for proof points because a lot of the answers are not yet evolved and usually things they're not understood before they become mainstream. But people have to react really fast. What are some examples? Can you give around how Cove in applications are rolling out because that's truly a indicator in my mind of what people are doing with the cloud. Because Covert was an instant response. We've already interviewed a few folks that are on Amazon around Covitz Solutions, where the standing of either analytics or doing some things Could you use the covert of example of how rapid deployment or reinvention of data or business models our rendering themselves? >>Yeah, absolutely. I think there's a couple of different what one is. But for the very first thing that most people look at is how do we get data like we just need to find data around this space. And so we've worked with a number of partners and customers on How do we really go, help build Data Lakes in the cloud and coming getting all that data in one place so that both governments as well as private enterprises, can really start to think of that Data slices in different ways on get to look at what is the actual data, whether it's one of the number of hospital that's available one of the number of tests that are happening, you know, one of the number of oh infections that we're seeing, where the rate of change, etcetera. We also work with a number of our analytics partners, and we have a wide range of analytics partners that are really taking this as an opportunity where they can rapidly then take that data and slice it a number of different ways to try to help understand how they respond. I think you know, the first part of that was on the healthcare side where folks were saying, Where do we need enough ventilators? Where we where do we need to go? Build hospitals? Are we start to identify hot spots right where I see if you can really look at kind of second order derivatives of kind of changes, and you can look at it close enough, you could say, Oh, there's a hot spot popping up in this particular area and eventually you know, if we can get some better data, contract tracing and things like that where you can open up the economy and still have, you know very quickly identify where a hot spot might be a merging. Those are the types of data pieces that you know what the right levels of of security and data privacy, but with but with access to that data, we can get a handle on how some of these things are happening. Then I think you go and you look at s So that's that's kind of some of the data analytics pieces. Right? Then you also go look at what are folks doing on the testing side? And I think, you know, there's a lot of discussion about how well testing is done. I think we all >>know that there >>are ways that we always thought maybe it was a little bit further along with it is, but there's a number of private places that are actually really speeding up. I think this is one of the big areas that Amazon best, right? And I don't I don't know. We'll see if we are able to get there faster than some of the other places, but we we see a real need for testing. Testing is one of those such a critical component if we could do rapid testing, frequent testing, both for our own employees. But frankly, for for all the industries that we all rely on, I have come to rely on, particularly in this virtual world. We know that the faster we can get testing and more reliable, we can get testing. The better we are able to then isolate, get people to self quarantine and really kind of control that mass spread >>of the >>disease. >>I know >>you know >>healthcare is interesting. One of the emerging things we're seeing coming out of the summit here and some of the conversations we had is how the enterprise has always been kind of a hard environment to find stuff. As people live at home and working at home, working remotely, working in remote teams, the idea of searching for stuff becomes interesting. So you guys announced the general availability, Kendra. The timing couldn't have been better for that, because that's really giving you a Google like vibe feel for funding information. But it's really an integration play under the covers, so I think that's the kind of trend that we're seeing. We're seeing also startups putting up APS out there so you see a lot of activity. That's kind of in line with this. That you guys are announcing anything >>at any >>update on the Kendra or >>Canada is fantastic, and it's it's really I think struck a nerve with folks where the traditional way of thinking about search, particularly internal for internal Internets just doesn't work. You know how many hits you get and how many millions of people across billions and billions of people on the Internet that that model works on the Internet. You might be looking for very specific things. Um, and with machine learning, we're able to tell what is the intent of the requests that people are looking for and take you to the right place so that if you say you know one of the hours of my help desk, there's a very specific page that you're looking for, which is this number. In fact, you're not looking for a job to go to. You're not looking for information about help desks. You're looking for the actual hours of my internal help desks, particularly probably from my building. And as we do build these ML models that can start to learn on how your Internet works and how people are thinking about it and what's helpful or not, we've been able to improve an Internet search orders of magnitude. I've used it internally for our own. I'm instrumented it. It's night and day compared to what we used before was kind of your keyword search type of thing. So I think applying ML, particularly when people remote and really relying on resource, is like that where they can't just, you know, lean over to a cube next to them and say, Hey, we're still you know what time is the help desk open? >>I think getting breaking down the silos to just we build that abstraction layer a data leak really kind of makes a big difference. >>That's right. >>So final question for you as companies settle into the new realities that are upon them, what's the outlook for the rest of 2020 for you guys? And what do you say? That customers that are here on the online trying to consume the virtual content that they should be building out because you've got not just customers. You've got commercial customers, you got public sector and you got an ecosystem. You got partners out there who are building on top of AWS. Um, rolling this together. What's your message to them? What's on the outlook? >>2020 Number one. I encourage everyone to take advantage. I think In many ways, some of these virtual summits are great opportunity, maybe, for those were unable to travel to the summit or to be able to actually physically get there. It's a great opportunity to learn, really dive in trying to do some virtual labs really get in and understand some of the new features and functionality that are out there from a partner perspective. Many of the things that we're building, whether it's our outflow service that we just launched a couple of weeks ago, that helps us to really connects to our various partners into a data lake. As John was mentioning those air, these were really some of the things that you know, if you think about our broad swath of our partner ecosystem, encourage our customers to really look at all of the partners that are running on AWS who have great solutions. Like the Cube. You're looking for virtual events. They have. They have an awesome product you should check out, but we have a wide set of partners that will help you. Yeah, put together the virtual world that you all are trying to work through right now and encourage you just to learn >>I really appreciate the plug, actually, one for the cube. A new event Cloud. What? We're trying to figure it out. I think this kind of reminds me of a famous quote I heard on the queue, which is a notable one, is that everything in the future that is going to be invented was on Star Trek or Star Wars. So I assume we're gonna have video cameras and everyone's office, and we'll be able to go and talk to folks. So looking forward to again, standing up content, getting the content and connecting people. Thanks for spending >>the >>time out of your day to come in and talk with me and share your insights. And, ah, Amazon Summit Web services Summit online Virtual cube Virtual. Thanks for your time. Appreciate your insights. >>Great. Thank you. >>OK, Cube here. Virtual in our studio covering remotely all the top content out there covering AWS summit online. There's a whole new reality rolling it together. I'm John Furrier. Thanks for watching. Yeah, yeah, yeah, yeah