(upbeat electronic music) >> Everyone, welcome to our special Mobile World Congress 2017 coverage. I'm John Furrier here in theCUBE for two days of wall-to-wall coverage. Monday and Tuesday, February 27th and 28th, and we have on the phone right now, Lynn Comp, who's the Senior Director of the Network Platforms Group within Intel, part of the team doing the whole network transformation. The big announcements that went out prior to Mobile World Congress and hitting the ground on Monday and Tuesday of all next week in Barcelona. Lynn, great to have you on the phone. Thanks for taking the time to walk through some of the big announcements. >> Lynn: Thanks, John, for having us. It's a really exciting Mobile World Congress. We're seeing more and more of the promise of the next generation networks starting to take solution form from ingredient form a couple years ago, so it's a great, great time to be in this business. >> So 5G is happening now. You're seeing it in the network and the cloud and at the client, that you guys use the word "client" but essentially, it's the people with their smartphones and devices, wearables, AIs, and now the client is now cars, and flying drones and potentially, whatever else is connected to the Internet as an Internet of things. This has been a really big moment and I think I want to take some time to kind of unpack with you some of the complexities and kind of what's going on under the hood because 4G to 5G is a huge step up in the announcement and capabilities, and it's not just another device. There's really unique intellectual property involved, there's more power, there's a market leadership in the ecosystem, and really is a new way for service providers to achieve profitability, and get those products that are trying to connect, that need more power, more bandwidth, more capabilities. Can you take a minute just to talk about the key announcements impacting Mobile World Congress from Intel's perspective this week in your area? >> Lynn: Yeah, so we had a group of announcements that came out. Everything from solutions labs where operators are invited in to work with Nokia and Intel starting out to start working through what does it mean to try and manage a network that includes unlicensed and licensed spectrum and all these different usage models, very different model for them, to Ericsson, an initiative with GE and Honeywell and Intel, that is in Innovator's Initiative, where companies are invited to come in in the ecosystem. An early start working through what does it mean to have this kind of network capability? If you think what happened, 2G, 3G, to 4G, you start looking at the iPhone, been around for 10 years, and you've seen how the uses have changed, and how application developers have come up with completely new ways of doing things, like, who would have thought about crowdsourcing traffic patterns for driving directions? We all wanted it years ago, but it was just recently that we were able to have that on a smartphone. They're trying to unleash that with pretty unique companies. I mean, GE and Honeywell, UC Berkeley, you wouldn't necessarily think of them as being first on innovating new usage models for a wireless network, but with something like 5G, with all of these diverse use cases, you end up with a completely different ecosystem, really wanting to come in early and take advantage of the potential that's there. >> Lynn, talk about this end-to-end store because one of the things that got hidden in all the news, and certainly SiliconANGLE covered it, as well as, there was a great article in Fortune about it, but kind of talk about more of the 5G versus Qualcomm, that was kind of the big story that, the battle of the chips, if you will, and the big 5G angle there, but there's more to it and one thing that caught my attention was this end-to-end architecture, and it wasn't just Intel. You guys are a big part of that as an ingredient, but it's not just Intel, and what does that mean, end-to-end, 'cause I can see the wireless pieces and overlaying connecting devices, but where's the end-to-end fit in? Can you give some color on that? >> Lynn: Absolutely. You know what's really fascinating is you've got Intel and we've been in the cloud and heard of the genesis of what would become the consumer and the enterprise cloud from the very start, and so what we've been doing in working in that end-to-end arena is taking things like virtualization, which has allowed these service providers and enterprises to slice up compute resources and instead of having something that's completely locked and dedicated on one workload, they can create slices of different applications that all sit on the same hardware and share it, and so if you look, years ago, many of the service providers, cloud and enterprise, they were looking at utilization rights as maybe 15% of the compute power of a server, and now, a lot of them are aiming for 75 to 85% utilization, and that's just a crazy amount of (mumbles) so bringing that to this market that in traditional, we had single purpose boxes, there's various detections for one thing, but that creates a business challenge if you need to do more than one thing, so really what we're showing, for example, at Mobile World Congress, it's something that we call FlexRAN, and it's an example of how to run a radio area network on a standard server on the technology, and it does implement that network slicing. Its's very similar to the virtualization and the compute slicing, but taking advantage of it to use different bandwidths and different rates for different scenarios, whether IoT or smartphones, or even connected cars. >> So I got to ask you about, the big question I get is, first of all, thanks for that, but the big question I get is, this isn't turning into an app show, we're Mobile World Congress, and apps are everything from cars to just phone apps to network apps, et cetera, and the question that everyone's asking is, we need more bandwidth, and certainly, 5G addresses that, but the service providers are saying, "Do we really need all that power? And "When is it coming?" "What's the timing of all this?" So, specific question to you is, Lynn, is what is Intel doing to accelerate the network transformation for the service providers to get 5G ready, 'cause that seems to be the main theme as the orientation of where the progress bar is relative to is it ready for primetime, is it here and now, is it out in the future, is this kind of a pre-announcement, so there's kind of some confusion. Clarify that up. Where's the progress bar and how is Intel accelerating network transformation for folks in the service provider vis-a-vis 5G-ready? >> Lynn: So there's a couple things. So let me start with the accelerating piece because it also relates to the end-to-end piece. When you look at the way that networks have been constructed all the way, end-to-end, it has traditionally been a very, very limited set of solution providers, and they tend to survive pretty granular, pretty high-granular functions, so the appliance, the full appliance, software, hardware, everything, and I would look at some of the smartphones up until you could put new applications on it, as appliances, it did voice, and so, we have this service provider begging us for many years, "Give us an ecosystem that looks like server and PC. "I want a building block ecosystem. "I want to be able to take advantage of fast and free wires "in software and hardware. "I need people to come innovate, "like they go innovate on Amazon," and so building an ecosystem, so Intel Network Builders is something that was started about three years ago, and we had, oh, half dozen to maybe 12 different vendors who were part of it, mostly software vendors. Since then, we have 250-plus number and they range from service providers like GT and Telefonica all the way to the hardware vendors like Cisco and Ericsson, and then the software vendors that you would expect. So that's one thing that we've been really working, for a few years now, on giving these operators building block approaches, supporting them in open source. We had a big announcement from AT&T, talking about how they're putting about seven millions lines of code into the Linux Foundation, and its code has been deployed in their network already, so pretty big departure from normal practice, and then today, we had an announcement that came out, where not only did AT&T and Bell Canada and Orange in that community. Now we've got China Mobile, China Telecom, and a project called Open-O, also joining forces. If you were to map out the topics for these operators, we've got almost all of the top ten. They are joining this project to completely change the way that they run their networks, and that translates into the kind of innovation, the kind of applications that consumers love, that they're already getting out of the cloud, now they can begin to get that piece of innovation and creativity in the network as well. So the building block approach seems to be your strategy for the ecosystem. What's the challenge to keep that rolling and cohesive? How are you guys going to foster that growth on the ecosystem? You guys going to be doing a lot of joint marketing, funding, projects, and (chuckles) how are you going to foster that continuing growth? >> Lynn: Well there's a couple, it's such an opportunity-rich environment right now. Even things that you would assume would be normal and kind of standard practice, like standardized benchmarking, because you want apples-to-apples performance comparison. Well that's something that this industry really hasn't had. We've done very conceptualized testing, so we're working with the operators in a project called OPNSG to make sure that the operators have a uniform way, even if it's synthetic benchmark, but they at least understand this synthetic benchmark has this kind of performance, so they start really being able to translate and have the vendors do comparisons on paper, and they can actually do better comparisons without having to do six months of testing, so that's a really big deal. The other thing that I do want to also say about 5G is we're in a pre-standards world right now. ITU and 3GPP will have standards dropped in 2018 and 2020 is when it will be final, but every time that you're looking at a new wireless standard, there's a lot of pretrials that are happening, and that's because you want to test before you state everything has to work a specific way, so there was a trial just announced in December, with Erisson, AT&T in Austin, Texas in the Intel offices, and so if you happen to be in that office, you're starting to be able to experiment with what you could possibly get out of 5G. You'll see more of that with the Olympics in 2018 and 2020, where you've got, Japan and Korea have said we're going to have 5G at those Olympics. >> So I got to ask you some of the questions that we are going to have some guests on here in theCUBE in the Palo Alto coverage around NFV, network function virtualization, plays right into the software-defined networking virtualization world, so why is NFV and SDN so vital to the network transformation? Why now and what's happening in those two areas, and what's the enabler? >> Lynn: The enabler really started about 10 years ago, the real inspiration for it, when we were all in a world of packet processing engines and network processors, and we had some people in our research labs that realized that a lot of the efficiency in doing packet processing quickly came from parallelism, and we knew there were about two or three years to wait, but that was when multi-core came out, and so this thing called data plane development kit was born. We've referred to it as DPDK. It's now an industry organization, not an Intel invention anymore. The industry's starting to foster it. Now is really when the operators realized, "I can run a network on a general purpose processor." (coughs) Excuse me, so they can use cores for running operating systems and applications, of course, they always do that for compute cores, but they can also use the compute cores for passing packets back and forth. The line rates that we're getting are astonishing. 160 gigabits per second, which at the time, we were getting six million packets per second. Very unimpressive 10 years ago, but now, for many of those applications, we're at line rate, so that allows you to then separate the hardware and the software, which is where virtualization comes in, and when you do that, you aren't actually embedding software and hardware together in creating an appliance that, if you needed to do a software update, you might as well update the hardware, too, 'cause there's absolutely no new software load that can happen unless you're in an environment with virtualization or something like containers. So that's why NFV, network function virtualization is important. Gives the operator the ability to use general purpose processors for more than one thing, and have the ability to have future proofing of workloads where a new application or a new use becomes really popular, you don't have to issue new hardware, they just need to spin up the new virtual machine and be able to put function in it. >> So that, I got-- >> Lynn: If you went back and, we were talking about 5G and all of this new way of managing the network, now management in orchestration, it's really important but SDN is also really critical, both for cloud and for comm, because it gives you one map of the connections on the network, so you know what is connected where, and it gives you the ability to remotely change how the servers or how the hardware is connected together. If you were going to ask the CIO, "What's your biggest problem today?" they would tell you that it's almost impossible for them to be able to spin up a fully functional, new application that meets all the security protocols because they don't have a network map of everything that's connected to everything. They don't really have an easy way to be able to issue a command and then have all of the reconfigurations happen. A lot of the information's embedded in router tables. >> Yeah. >> Lynn: So it makes it very, very hard to take advantage of a really complicated network connection map, and be agile. That's where SDN comes in. It just kind of like a command control center, whereas NFV gives them the ability to have agility and spin up new functions very quickly. >> Yeah, and certainly that's where the good security part of the action is. Lynn, I want to get your final thoughts on the final question is this Mobile World Congress, it really encapsulates years and years in the industry of kind of a tipping point, and this is kind of my observation, and I want to get your thoughts on this and reaction to it, is the telcos and the service providers are finally at a moment where there's been so much pressure on the business model. We heard this, you can go on back many, many years ago, "Oh, over the top, " and you're starting to see more and more pressure. This seems to be the year that people have a focus on seeing a straight and narrow set of solutions, building blocks and a ecosystem that poised to go to the next level, where there can be a business model that actually can scale, whether it's scaling the edge, or having the core of the network work well, and up and down the stack. Can you talk about the key challenges that these service providers have to do to address that key profitability equation that being a sustainable entity rather than being the pipes? >> Lynn: Well it comes down to being able to respond to the needs of the user. I will refer to a couple demos that we have in the data center section of our booth, and one of them is so impressive to China Telecom that have put together on complete commercial off-the-shelf hardware that a cloud vendor might use. A demo that shows 4K video running from a virtualized, fixed wireline connection, so one of the cable kind of usage. Now 4K video goes over a virtualized environment from a cable-like environment, to what we call virtual INF, and that's the way that you get different messages passed between different kinds of systems. So INF is wireless, so they've got 4K video from cable out to a wireless capability, running in a virtualized environment at performance in hardware that can be used in the cloud, it could be used in communication service providers 'cause it's general purpose. That kind of capability gives a company like China Telecom the flexibility they need, so with 5G, it's the usage model for 5G that's most important. Turns out to be fixed wireless, because it's so expensive for them to deploy in fiber, well, they have the ability to do it and they can spin it up, maybe not in real time, but certainly, it's not going to take a three-month rollout. >> Yes, and-- >> Lynn: So hopefully, that gives you one example. >> Well that's great enablement 'cause in a lot of execution, well, I thought it gave me one more idea for a question, so since I have my final, final question for you is, what are you most excited about 'cause you sounded super excited with that demo. What other exciting things are happening in the Intel demo area from Intel that's exciting for you, that you could share with the folks listening and watching? >> Lynn: So, I used to never be a believer in augmented reality. (John chuckling) I thought, who's going to walk around with goggles, it's just silly, (coughs) it seemed to me like a toy and maybe I shouldn't admit that on a radio show but I became a believer, and I started to really understand how powerful it could be when Pokemon Go took over all the world in over the summer, to this, an immersive experience, and it's sort of reality, but you're interacting with a brand, or in the booth, we have a really cool virtual reality demo and it was with Nokia next and it's showing 5G network transformation. The thing about virtual reality, we have to really have low latency for it to feel real, quote-unquote, and so, it harnesses the power that we can see just emerging with 5G, and then we get this really great immersive experience, so that, I think, is one that innovate how popular brands like Disney or Disney World or Disneyland, that immersive experience, so I think we're just starting to scratch the surface on the opportunities there. >> Lynn, thanks so much for spending the time. Know you got to go and run. Thanks so much for the commentary. We are low latency here inside theCUBE, bringing you all the action. It's a good title for a show, low latency. Really fast, bringing all the action. Lynn, thanks so much for sharing the color and congratulations on your success at Mobile World Congress and looking forward to getting more post-show, post-mortem after the event's over. Thanks for taking the time. We'll be back with more coverage of Mobile World Congress for a special CUBE live in studio in Palo Alto, covering all the action in Barcelona on Monday and Tuesday, 27th and 28th. I'm John Furrier. Wrap it with more after this short break, thanks for watching. (upbeat electronic music) (bright electronic music)

>> Announcer: Live from Silicon Valley it's theCUBE! Covering Mobile World Congress 2017. Brought to you by Intel. >> Okay, welcome back everyone. We're here live in Palo Alto for special Mobile World Congress 2017 coverage. Mobile World Congress is happening in Barcelona, Spain and we are covering it here in Palo Alto and covering all the action as day two of Mobile World Congress winds down. We have reporters, analysts in the field in Barcelona calling in, we have Peter Jarich coming up soon, a call in. We've had Scott Raynovich, analyst, called in earlier. We have reports: go to SiliconANGLE.com for all the action. Go to Cube365.net/MWC17, that is our new Cube365 software, a digital hub to aggregate all the top stories, all the signal from the noise at Mobile World Congress and that site is sponsored by Intel. I want to thank Intel for allowing us to do 30 great interviews here in studio as well as a variety of great content that we're getting in from phone-ins and friends on the ground in Barcelona to get you all the top stories, and of course we'll bring you commentary and analysis here inside theCUBE. I had a chance to talk to Intel at 1:30 this morning, in California time, early morning Tuesday time here, Tuesday time in Barcelona. Had a chance to talk with Sandra Rivera, who's the Corporate Vice President/General Manager of Intel's Network Platforms Group. She is in charge of the Intel Technology Group that brings the end-to-end transformation. Really getting 5G ready, part of the Intel brain trust and the leader and really taking the world by storm. 5G obviously the top story and underneath the hood of 5G is the network transformation. I had a chance to ask some very pointed questions, like, "Is 5G ready for prime time?" and, "What's it going to take to change the game "to bring a new business model to power "all the new use cases like autonomous vehicles, "smart cities, a new kind of media and entertainment "landscape as well as smart homes "and smart businesses?" So, let's hear what Sandra had to say, and here's my interview from this morning in Barcelona." >> Sandra: Well, I would certainly say it's revolution not evolution. If you look at all the previous generations of radio technology, 2G, 3G, 4G, it was largely driven by connecting people to other people, and of course the voice era with the 2G and 3G, came the app revolution, and us connecting with our loved ones over social media and all of the new capabilities that we found on the Internet. 4G then became about more capacity and coverage and faster upload and download speeds. With all of the, again, social media and video and media processing. But 5G is fundamentally different because it really brings together the computing and communications paradigm. It is truly that convergence of both computing and communication, and so, in addition to the billions of people that we've been connecting and all the other generations of radio technology, we are now connecting tens of billions of things in that era of 5G. And a lot of what we're seeing here on the ground is just some of those use cases are starting to merge in terms of once you really converge computing and communications, what is possible? What is possible to do? >> John: The big conversation that we've been having yesterday on theCUBE was the confluence between consumer technology and enterprise technology from a business model standpoint. We hear the word "digital transformation," that's the business model for pretty much the global business landscape, but really there's a lot of stuff going on under the hood around, you guys are calling, network transformation. Your CEO was talking on Fortune before the show started about this end-to-end architecture. >> Sandra: Yes, so when we talk about end-to-end, we do talk about every every point of either accessing or delivering information at the end either between people or between things. So it's from the jump-on point, if you will, on the network and the access layer and so of course it's all the new radio technologies up to the edge of a network where a lot of the decision points and the data analytics live and exist, up to the core of the network, which again, is the workhorse of where things are routed and where traffic is steered and what is the different types of traffic that you're trying to get from the source to the endpoint, and then of course back into the data center in the cloud, which is the place where most of the content is either originated or stored or served up. So when we talk about end-to-end, we do talk about every point in that continuum, and the need to have programmable, intelligent computing and communications capability which is very very different from what we've had historically from a network infrastructure perspective. So network transformation is all about embracing server-based technologies and the volume economics benefits that that brings for its relation technology and the fact that you can pool assets and use 'em across many different users and use cases, and of course cloud as both a technology and a business model and the idea that you can lease an asset and afford to lease almost unlimited compute capability, and then release it when you're done. So that end-to-end view and that transformation of the underlying infrastructure is really what we talk about when we talk about network transformation and because 5G requires that programmable computing capability all across that continuum, and in particular being closer and closer to those endpoints, whether they're the autonomous car, or they're drones, or robots, or of course the things that we're quite familiar with in terms of tablets and laptops and smartphones, that is really what we're now enabling under that umbrella of network transformation and 5G is accelerating. >> John: And for the folks watching and listening, we had a great interview with Lynn Comp, who went and did a drill down on NFE and some of those cool tech behind that. On the business model, kind of the landscape question, you mentioned drones, certainly hot. People can look at drones, they see the autonomous vehicles. This is an environment where these new applications and use cases are emerging. So there always seems to be the challenge, and we had an expert discussion this morning in theCUBE here in Palo Alto, around the trade-off between bandwidth and true mobility, and sometimes there is some trade-offs. And not one technology or partner will win it, and you guys are a big part of that. What is your view and Intel's view on the kinds of robust, diverse technologies that are needed to balance the many use cases, and at the same time, create an open ecosystem around fostering this new future growth, which seems to be a big wave we haven't seen since the iPhone in 2007. This is a really game changer. How do you guys view this multitude of technologies and diverse ecosystem and how do you guy foster that? >> Sandra: As Intel, we are a technology innovator and a technology leader and of course that clock never stands still, right? So you need to innovate (laughs) on the technology front and bring out new capabilities, and in particular as that computing and communications world come together, we know that we need to integrate more of the network and wireless IP into the standard roadmap of processors and capabilities that we bring to the market, both in hardware and software ingredients. But as we do that, we are trying to protect the software investment that the developers make in bringing new and emerging applications to market. So while we have, of course, huge CPU assets within Intel, we also have SCGA assets for use cases that would involve changing algorithms, whether they're security algorithms that are deployed differently in different parts of the world, different countries, or of course artificial intelligence, which is again an emerging field with new algorithms and new computational requirements, or on the radio side where the 5G wireless standards are going to be taking route and solidifying over the next several years and continue to evolve. You want to have that programmability so the SCGA assets come into play. And then we leverage that even further with some of the ASIC competency that we have, where you really do work in a hardened piece of silicon, on the ability to run very very fast calculations, many many times over, and to do it in as efficient possible way, both from a cost and count perspective. But all of that underlying hardware and silicon architecture choice really needs to be served up to a broad ecosystem through a software framework that is consistent and undeterministic in where you have a very robust toolchain which is really what Intel invests in. So we invest in robust and comprehensive software tools and frameworks so that we can tap into the very broadest application developer ecosystem that exists in the world. And that's how we see the capabilities that we bring to market tapping into our technology innovation in silicon and software ingredients, but then tapping into, again, something that we believe deeply in, which is a broad ecosystem, and the more market participation you have, the faster that innovation curve that you can drive. >> John: "Rising tide floats all boats," I love that saying, I think that seems to be the case here. Sandra, I want to get your thoughts on the business model on telcos and the industry. People know Mobile World Congress is the big show, but it's also where everyone who's anyone in the business goes, it's a lot of business conversations. I'm sure you're backed up between meeting and meeting after meeting because you got a lot of customers there. Take us through some of the hallway conversations you're having or specific business conversations that you're meeting with customers. What's the buzz in the hallways and what specific conversations are you having with the customers around commercializing, not just accelerating, but commercializing the business models that are going to emerge from these new use cases? >> Sandra: Yeah, well you know actually that's a great question because I've been coming to Mobile Congress for many many years and a lot of the network transformation discussions, and a lot of the discussions even around NFE and FEN in years past, have been rooted in the desire to try to achieve the lower cost point, a total cost of operation that was lower, when you move from fixed-function, purpose-filled, can't reprogram, reprovision the hardware to do anything other than what it was originally designed to do, even though the asset utilization on that investment was very low, 20% maybe 30% at best. So it was this desire to move to, again, volume economics and server-based technology and the benefits of virtualization and pooling. So it started in a cost-optimization type of conversation, but the map moved in the last year, certainly with 5G, into much more, "Well how do we innovate "services faster? "How do we bring new capabilities to market? "And how do we really help to grow the top line, "not just manage our costs?" And I think that's what you're seeing at this event this year, is the excitement around virtual reality and augmented reality, the excitement around a smart home and all the capabilities that you'll have in your appliances and in your infrastructure in your own home and how you run your household. Seeing all of the innovations that we've got in smart cities, so smart lighting, smart water systems, smart meters, and smart parking, another thing that we're seeing here in terms of a set of use cases that we're enabling. Of course, no trade show event that you're talking about in terms of new use cases and new experiences is complete without an autonomous car, so we have a beautiful BMW 7 Series auton. vehicle that we're showcasing here, but again, this is part of what we're enabling in terms of new use cases when you have virtual unlimited computes being brought to the edge of the network with all new radio technologies to address a lot of that bandwidth, a lot of that latency, highly sensitive type of ultra-reliable capability that you need for an autonomous car. So what you're seeing is these smart cities and virtual reality and autonomous driving and smart home, and how all of the underlying technologies make that possible. And from a business perspective, all those new services are clearly what the communication service providers are trying to deliver to the market and trying to do it in a way that embraces cloud business models but also working with all of the enterprises and that traditional business, whether it's an automotive industry or whether it's an industrial automation industry or even all of the appliances that go into your home. All these traditional businesses really disrupting themselves to embrace technology and to bring many more capabilities that, again, have never been possible before. >> John: Yeah the car really brings this data center to the edge in full light for the consumer. It's a moving data center, needs to talk to a base station, needs to talk to the network. And really, this is the new normal. You see Alexa in the home and the voice activation, all the coolness going on there. And a lot of folks have criticized the telcos in the past for being very good at turning on subscribers and billing them as their core competency. But now with IOT, you have literally, you know, provisioning that's happening so fast and so dynamic, you have literally anything with a SIM card is now on the network. This kind of changes the notion of a subscriber. So, moving from that bill to operational in this new thousands of things and people on the network, it's not as clean as it was in the old days. Are the telcos on this? Do they get this concept? I mean, this changes the requirements for the network to be more dynamic and manage the technologies. >> Sandra: It's a fundamental transformation that they're going through, rooted in an urgent business problem that they have, which is that the more data that is created and consumed, the more they have to build out the capacity, but they have to do that in an affordable way, and they can't do it when they're provisioning new services and capabilities and hardware, and particularly in hardware that only does what it was originally intended to do, and they're now moving to a model that is software-defined, where you are able to innovate and provision and deploy at the speed of software, not being anchored in hardware. But they really are absolutely welcoming that opportunity, again, to bring those new services and capabilities to market when they can create a network infrastructure that becomes a platform of innovation, where they can attract developers to imagine new use cases and applications and capabilities that they themselves have the DNA to do but they have such unique assets. They have spectrum, they have contextual information about network bandwidth and conditions. They have customer profile information. They have a billing relationship. >> John: They need security, too, as well. >> Sandra: They have security and reliability, and I mean, all of those assets, if they can tap into that and serve that up, as again, a platform upon which innovation can happen, then that's really their endgame. So while, to your point, they may have been criticized as being kind of slow moving, we really do see them embracing fully this idea that, in order to grow their top lines, and in order to innovate faster in terms of services that, embracing again this fundamental different architectural model of computing and communication converging the server-based and cloud-based technologies, is the wave of the future. And you know 5G just put the nice bow on it, right, because it just makes everything go faster given that all these new use cases that we're looking to enable. >> Producer: Hey John, you only have one question left, so key money question if you want. >> John: Great, my final question. Sandra, my final question is: what's the bumper sticker this year for Mobile World Congress?" If you had to put the bumper sticker on the car, what would it say this year to encapsulate Mobile World Congress? >> Sandra: So for me, it's "5G Starts Today." Because, in order to be ready for all those drones and robots and autonomous cars and all of those immersive experiences in your living room, you really have to transform the network infrastructure today, and that composability of the network infrastructure of the ability to capture a slice of the network and optimize it in realtime for your use case, all that requires programmable, scalable, flexible computing that is secure, that's reliable, and that embraces cloud architectures and cloud business models. And so that is happening today to get ready for 2018, 2019, 2020, when you see many more of those endpoints, those end devices, and those use cases come to be realized, you need to get started today. So 5G is absolutely on its way, and we're very very excited to be a key enabler of that vision. >> John: Sandra Rivera, thanks so much. Corporate Vice President/ General Manager of the Network Platforms Group at Intel. Really bringing the end-to-end technology enabling communications service providers to take their networks to the next level. Getting ready for 5G and bringing the performance to the edge of the network. Thanks for taking the time on theCUBE, calling in from Barcelona, really appreciate it. Have a great day. >> Sandra: Thanks, John, you too! (pulsing music)

I[Announcer] Live from Silicon Valley, it's "The Cube." Covering Mobile World Congress 2017. Brought to you by Intel. >> 'Kay welcome back everyone, we are live in Palo Alto for "The Cube" special coverage of Mobile World Congress 2017. We're in our new 4,500 square foot studio, just moved in. We'll be expanding, you'll see a lot more in-studio coverage from "The Cube" as well as our normal going out to the events and extracting. Anyways I'm John Furrier Joining me is Jeff Frick. General manager of "The Cube." But a breakdown, all the action. As you know, we do a lot of data science. We've been watching the grid. We've been on the treadmill all weekend. All last week, digging into the Mobile World Congress. Sentiment, the vibe, the direction, and trying to synthesize all the action. And really kind of bring it all together for everyone here. And of course,we're doing it in Palo Alto. We're going to bring folks in from Silicon Valley that could not have made the trek to Barcelona. We're going to be talking to folks on the phone, who are in Barcelona. You heard from Lynn Comp from Intel. We have Floyd coming up next. CTO and SAP breaking down all the action from their new cloud. And big Apple news. SAP now has a general availability of the iOS native development kit. Which should change the game for SAP. There is tons of smart cities, smart stadiums, you know IOT, autonomous vehicles. So much going on at Mobile World Congress. We're going to break that down every day starting at 8AM. In-studio. And of course, I want to thank Intel for headlining our sponsorship and allowing us to create this great content. With some contributing support from SAP clouds I want to give a shout out, a bit shout out to Intel. Check out their booth. Check out their coverage. And check out their new SAP cloud, that's been renamed from HANA Cloud to SAP cloud. Without their support we wouldn't be able to bring this wall-to-wall great commentary. Jeff so with that aside. We got two days. We've got Laura Cooney coming in. Bob Stefanski managing this bridge between Detroit and Silicon Valley. And all that great stuff. Phones are ringing off the hook here in the studio. Go tweet us by the way at the cube or at ferrier We have Guy Churchwood coming in. We have great content all week. We have entrepreneurs. We have Tom Joyce, a Cube alumni. Who's an executive interviewing for a bunch of CEO positions. Really going to break down the changing aspect of Mobile World Congress. The iPhone's 10 years old. We're seeing now a new step function of disruption. Peter Burris said the most terrible in time. And I even compounded the words by saying and the phones are getting faster. So it's beyond the device. I mean what are you seeing on the grid? When you look at the data out there? >> John a bunch of things as we've been watching the stream of the data that came in and surprised me. First off just a lot of early announcements around Blackberry and Nokia. Who are often not really mentioned as the leaders in the handsets base. Not a place that we cover real extensively. But really kind of, these guys making a move and really taking advantage of the void that Samsung left with some of the Note issues. But what I thought was even more interesting is on our hashtag monitoring tools that IOT and 5G are actually above any of the handset manufacturers. So it really supports a hypothesis that we have that while handsets will be better and there'll be more data enabled by 5G, what 5G's really all about is as an IOT enabler. And really another huge step in the direction of connected devices, autonomous vehicles. We've talked about it. We cover IOT a lot. But I thought that was pretty interesting. >> Well Robo Car's also in there. That's a. >> Well everybody loves a car right. >> Well it's kind of a symbol of the future of the car. Which again ties it all together. >> Right right. The driverless race car, which is pretty interesting. >> Takes sports to a whole other level. >> I thought that was interesting. Another little thing as we watch these digital assistants and these voice assistants John, and I got a couple for Christmas just so I could try them out, is that Motorola announced that they're going to partner with Alexa. And use the Alexa voice system inside of their phones. You know I'm still waiting, I don't know why Siri doesn't have a stand-alone device and really when you use a Google Home versus an Amazon Alexa, very different devices, really different kind of target. So I thought that was an interesting announcement that also came out. But fundamentally it's fun to see the support of IOT and 5G, and really enable this next great wave of distribution, disruption, and opportunity. >> We're going to have Saar Gillia in the studio later today and tomorrow as a guest analyst for us on "The Cube." Of course folks may know Saar from being on "The Cube," he was recently senior vice reporting to Meg Whitman, and built out that teleco service provider, NFV business model for HP. And he's been to Mobile World Congress almost every year. He didn't make it this year, he'll be coming in the studio. And he told me prior to being, extremely vetting him for "The Cube" if you will, to use a Trump term, after extreme vetting of Saar Gillia he really wants to make the point of, and this is going to be critical analysis, kind of poking a hole into the hype, which is he doesn't think that the technology's ready for primetime. And specifically he's going to comment around he doesn't believe that the apps are ready for all this bandwidth. He doesn't think, he thinks that 5G is a solution looking for a problem. And I don't necessarily agree with him, so we'll have a nice commentary. Look for Saar today on "The Cube," at 11:30 he's coming on. It's going to be a little bit of a cage match there with Saar. >> I always go back to the which is the most underrepresented and most impactful law. Which is probably in the short term, in the hype cycle 5G's probably not going to deliver on their promise up to the level of the hype. As we find over and over with these funny things like Bluetooth. Who would ever think Bluetooth would be such an integral part of so many things that we do today? I think over the long term, the mid term, I think the opportunity's giant. >> I meant I think for people to understand 5G, at least the way I always describe it over the weekend, when I was at lacrosse games and soccer games over the weekend, for the folks that aren't in tech, 5G is the holy grail for IOT, mobile cars, and AI. Because what 5G does, it creates that mesh of rf, or rf radio frequency, at a whole other level. You look at the radios that Intel's announcing across their Telco partners, and what Intel's doing really is a game-changer. And we all know LTE, when the signal's low on the phone, everyone freaks out. We all know when WiFi doesn't work, the world kind of comes to a crawl. I mean just think 15 years ago wifi wasn't even around. So now think about the impact of just what we rely on with the digital plumbing called wireless. >> [Jeff] Right, right. >> When you think about the impact of going around the fiber to the home, and the cost it takes, to bring fiber to, Lynn Comp was commenting on that. So having this massively scalable bandwidth that's a radio frequency wireless is just a game-changing thing you can do. Low latency, 10 20 gig, that's all you need. Then you're going to start to see the phones change and the apps change. And as Peter Burris said a turbulent change of value propositions will emerge. >> It's funny at RSA a couple of weeks back the chatter was the people at RSA, they don't use wifi. You know, they rely on secure mobile networks. And so 5G is going to enable that even more, and as you said, if you can get that bandwidth to your phone in a safer, and secure, more trusted way, you know what is the impact on wifi and what we've come to expect on our devices and the responsiveness. And all that said, there will be new devices, there will be new capabilities. And I guess the other thing that's kind of funny is that of course the Oscar's made their way up to the, on the board. I thought that might wipe everything out after last night. But no IOT and 5G is still above Oscar's on the trending hashtag. >> Well I mean, Oscar's bring up... It's funny we all watch the Oscar's. There was some sort of ploy, but again, you bring up entertainment with the Oscar's. You look at what Hollywood's going through, and the Hollywood Reporter had an article talking about Reed Hastings with Netflix, he talked today really kind of higher end video so the entertainment business is shifting the court cutting is happening, we're seeing more and more what they call over the top. And this is the opportunity for the service providers but also for the entertainment industry. And with social media and with all these four form factors changing the role of media will be a packet data game. And how much can you fit in there? Whether it's e-sports to feature film making, the game is certainly changing. And again, I think Mobile World Congress is changing so radically. It's not just a device show anymore, it's not about the handset. It's about what the enablement is. I think that's why the 5G impact is interesting. And making it all work together, because a car talking to this device, it's complicated. So there's got to be the glue, all kind of new opportunities. So that's what I'm intrigued by. The Intel situation where you've got two chip guys battling it out for who's going to be that glue layer under the hood >> Right and if you look at some of the quotes coming out of the show a lot of the high-level you got to get away from the components and get into the systems and solutions, which we hear about over and over and over again. It's always about systems and solutions. I think they will find a problem to solve, with the 5G. I think it's out there. But it is... >> My philosophy Jeff is kill me with the bandwidth problem. Give me more bandwidth, I will consume more bandwidth. I mean look at compute pal as an example. People thought Morse law was going to cap out a decade ago. You look at the compute power in the chips with the cloud, with Amazon and the cloud providers it's almost infinite computes. So then the role of data comes in. So now you got data, now you got mobile, I think give us more bandwidth, I think the apps have no problem leveling up. >> [Jeff] Sucking it up. >> And that's going to be the debate with Saar. >> It's the old chip. The Intel Microsoft thing where you know, Intel would come out with a faster chip then the OS with eat more of it as part of the OS. And it kept going and going. We've talked through a lot of these John and if you're trying to predict the future and building for the future you really have to plan now for almost infinite bandwidth for free. Infinite storage for free, infinite compute for free. And while those curves are kind of asymptotically free they're not there yet. That is really the world in which we're heading. And how do you reshape the way you design apps, experiences, interphases without those constraints, which before were so so significant. >> I'm just doing a little crowd check here, you can go to crowdcheck.net/mwc if you want to leave news links or check in with the folks chatting. And I was just talking to SAP and SAP had the big Apple news. And one of the things that's interesting and Peter Burris talked about this on our opening this morning is that confluence between the consumer business and then the infrastructures happening. And that it was called devos but now you're starting to see the developers really focusing on the business value of technology. But yet it's not all developers even though people say the developers, the new king-makers, well I would say that. But the business models still is driven by the apps. And I think developers are certainly closer to the front lines. But I think you're going to start to see a much more tighter coupling between the c level folks in business and the developers. It's not just going to be a developer-led 100% direction. Whether it's entertainment, role of data, that's going to be pretty interesting Jeff. >> So Apple's just about finished building the new spaceship headquarters right. I think I opens up next month. I'm just curious to get your take John on Apple. Obviously the iPhone changed the game 10 years ago. What' the next big card that Apple's going to play? 'Cause they seemed to have settled down. They're not at the top of the headlines anymore. >> Well from my sources at Apple, there are many. Deep inside at the highest levels. What I'm hearing is the following. They're doing extremely well financially, look at the retail, look at the breadth of business. I think Tim Cook has done an amazing job. And to all my peers and pundits who are thrashing Apple they just really don't know what they're talking about. Apple's dominating at many levels. It's dominating firstly on the fiscal performance of the company. They're a digital presence in terms of their stickiness is second to none. However, Apple does have to stay in their game. Because all the phone guys they are in essence copying Apple. So I think Apple's going to be very very fine. I think where they could really double down and win on is what they did getting out of the car business. I think that was super smart. There was a post by Auto Blog this weekend saying Silicon Valley failed. I completely disagree with that statement. Although in the short term it looks like on the scoreboard they're kind of tapping out, although Tesla this year. As well as a bunch of other companies. But it's not about making the car anymore. It's all about the car's role in a better digital ecosystem. So to me I think Apple is poised beautifully to use their financial muscle, to either buy car companies or deal with the digital aspect of it and bring that lifestyle to the car, where the digital services for the personalization of the user will be the sticking point for the transportation. So I think Apple's poised beautifully for that. Do they have some issues? Certainly every company does. But compared to everyone else I just see no one even close to Apple. At the financial level, with the cash, and just what they're doing with the tax. From a digital perspective. Now Google's got a self-driving cars, Facebook's a threat, Amazon, so those are the big ones I see. >> The other thing that's happening this week is the game developer conference in San Francisco at Moscone. So you know again, huge consumers of bandwidth, huge consumers of compute power. Not so much storage. I haven't heard much of the confluence of the 5G movement with the game developer conference. But clearly that's going to have a huge impact 'cause most gaming is probably going to move to a more and more mobile platform, less desktop. >> Well the game developer conference, the one that's going on the GDC, is kind has a different vibe right now. It's losing, it's a little bit lackluster in my mind. It's classic conference. It's very monetized. It seems to be over-monetized. It's all about making money rather than promoting community. The community in gaming is shifting. So you can look at how that show is run, versus say e three and now you've got Twitch Con. And then Mobile World Congress, one of the big voids is there's no e-sports conversation. That certainly would be the big thing to me. To me, everything that's going digital, I think gaming is going to shift in a huge way from what we know as a console cult. It's going to go completely mainstream, in all aspects of the device. As 5G overlays on top of the networks with the software gaming will be the first pop. You're going to see e-sports go nuclear. Twitch Con, those kind of Twitch genre's going to expand. Certainly "The Cube" will have in the future a gaming cube. So there'll be a cube anchor desk for most the gaming culture. Certainly younger hosts are going to come one. But to me I think the gaming thing's going to be much more lifestyle. Less culty. I think the game developer conference's lost its edge. >> And one of the other things that comes, obviously Samsung made a huge push. They were advertising crazy last night on the Oscar's, with the Casey add about you know, people are creating movies. And they've had their VR product out for a while but there's a lot of social activity saying what is going to be the killer app that kind of breaks through VR? We know Oculus has had some issues. What do you read in between the tea leaves there John? >> Well it's interesting the Oscar's was awesome last night, I would love to watch the Hollywood spectacle but one of the things that I liked was that segway where they introduced the Oscar's and they kind of were tongue in cheek 'cause no one in Hollywood really has any clue. And they were pandering, well we need to know what they meant. It was really the alpha geeks who were pioneering what used to be the green screen technology now you go and CGI it's our world. I mean I want to see more of that because that is going to be the future of Hollywood. The tools and the technologies for filmmaking is going to have a Morse law-like impact. It's the same as e-sports, you're going to see all kinds of new creative you're going to see all kinds of new tech. They talked about these new cameras. I'm like do a whole show on that, I would love it. But what it's going to enable is you're going to see CGI come down to the price point where when we look at PowerPoints and Adobe Creative Suite and these tools. You're going to start to see some badass creative come down for CGI and this is when the artist aspect comes in. I think art design will be a killer field. I think that is going to be the future of filmmaking. You're going to see an indie market explode in terms of talent. The new voices are going to emerge, the whole diversity thing is going to go away. Because now you're going to have a complete disruption of Hollywood where Hollywood owns it all that's going to get flattened down. I think you're going to see a massive democratization of filmmaking. That's my take. >> And then of course we just continue to watch the big players right. The big players are in here. It's the start ups but I'm looking here at the Ford SAP announcement that came across the wire. We know Ford's coming in at scale as stuff with IBM as well So those people bring massive scale. And scale is what we know drives pricing and I think when people like to cap on Morse law they're so focused on the physical. I think the power of Morse law has nothing to do with the microprocessor per se. But really it's an attitude. Which we talked a little briefly about what does the world look like if you have infinite networking, infinite compute, and infinite storage. And basically free. And if you start to think that way that changes your perspective on everything. >> Alright Jeff well thanks for the commentary. Great segment really breaking down the impact of Mobile World Congress. Again this show is morphing from a device show phone show, to full on end-to-end network. Intel are leading the way and the entire ecosystem on industry partners, going to write software for this whole new app craze, and of course we'll be covering it here all day today Monday the 27th and all the day the 28th. Stay tuned stay watching. We've got more guests coming right back with more after the short break.

>> We're here, about to go live, here in a selfie on the pre Silicon Valley Friday Show, about to go live for our show, for some live Friday. We've got a great lineup, it's on my Twitter. Donald Trump and all his viral tweets and now there's an algorithm out there that creates a shorting stock called Trump and Dump, we're going to be talking to the inventor of that new app. Bunch of other great stuff, controversy around Silicon Valley and Intel, controversy on Google, and we'll be watching a great show, well, hopefully you'll be watching. >> Male Announcer: Live, from Cube headquarters in Palo Alto, California it's the Silicon Valley Friday Show, with John Furrier. (serene techno music) >> Hello, everyone, and welcome to the Silicon Valley Friday Show, I'm John Furrier, we are here live in Palo Alto, California for the Silicon Valley Friday Show every Friday morning we broadcast what's going on in Silicon Valley, what's going on in the streets, we call up people and find out what's going on, this show we've got a great lineup. We're going to talk about, I'll say, the news, Twitter, but we've got this fun segment where we have an algorithm, a bot, an AI bot that goes out there and takes all of Donald Trump's tweets and creates a shorting of the stock and creates making money, apparently, Donald Trump's tweets do move the market. We're going to talk about Snapchat, Snap Inc's IPO, and a refiling and some controversy going around that. Also, controversy around Intel Corporation that just announced a fab plant in Arizona and the CEO is in the White House making the announcement, giving the impression that Donald Trump was all behind this, turns out the CEO is a Republican and supports Donald Trump, when apparently this has been in the works for multiple years, so, not sure that's going to be a game changer for Trump but certainly Intel's taking advantage of the schmooze factor and the PR stunt that has people in Silicon Valley up in arms. Obviously, Intel is pro-immigration, bringing people in, obviously, Andy Grove was an immigrant, legend of Intel. And we have also tons of stuff going on, we're going to preview Mobile World Congress the big show in Barcelona at the end of the month. We're doing a two day special here, live in Pal Alto, we're going to do a special, new Silicon Valley version of Mobile World Congress. We'll give you a preview, we're going to talk to some analysts. And also, the fake news, fake accuracy, and all the stuff that's going on, what is fake news? What is inaccurate news? Is there a difference? Does it matter? It certainly does, we have an opinion on that so, great show lineup. First, is actually Twitter earnings are out and they kind of missed and hit their up on the monthly active uniques by two million people. A total of I think 300 million people are using the number here, just on my notes here says, that there are up to 319 million active, monthly active users. And of course, Trump has been taking advantage of Twitter and the Trump bump did not happen for Twitter, although some say Trump kept it alive. But Trump is using Twitter. And he's been actively on Twitter and is causing a lot of people, we've talked about it many times on the show, but the funniest thing that we've seen, and probably the coolest thing that's interesting is that there's an entrepreneur out there, an agency guy named Brian, Ben Gaddis, I'm sorry, president of T3. He's a branding guy, created viral videos on NPR, all over the news, went viral, he created an AI chatbot that essentially takes Donald Trump's tweets, analyzes any company mentioned and then instantly shorts the stock of that company. And apparently it's working, so we're going to take a look at that. We're also going to talk to him and find out what's going on. We're going to have Ben Rosenbaum on, we're going to have someone from Intel on, we have a lot of great guests, so let's take a look at this clip of the Trump and Dump and then we're going to talk to Ben right after. >> Announcer: T3 noticed something interesting about Twitter lately, particularly when this guy gets hold of it. Anytime a company mentions moving to Mexico or overseas or just doing something bad, he's on it, he tweets, the stock tanks. Tweet, tank. Tweet, tank. Tweet, tank. Everyone's talking about how to make sense of all this. T3 thought the unpredictability of it created a real opportunity. Meet the Trump and Dump automated trading platform. Trump and Dump is a bot powered by a complex algorithm that helps us short stocks ahead of the market. Here's how. Every time he tweets, the bot analyzes the tweet to see if a publicly traded company is mentioned. Then, the algorithm runs an instant sentiment analysis of the tweet in less than 20 milliseconds. It figures, positive or negative. A negative tweet triggers the bot to short the stock. Like earlier this month, his Toyota tweet immediately tanked the stock. But the Trump and Dump bot was out ahead of the market. It shorted the second after his tweet. As the stock tanked, we closed our short and we made a profit, huge profit. Oh, and we donated our profits here. So now, when President Trump tweets, we save a puppy. It's the Trump and Dump automated trading platform. Twitter monitoring, sentiment analysis, complex algorithms, real time stock trades. All fully automated, all in milliseconds. And all for a good cause. From your friends at T3. >> Okay, we're back here in Silicon Valley Friday Show, I'm John Furrier and you just saw the Trump and Dump, Trump and Dump video and the creator, that is Ben Gaddis on the phone, president of T3, a privately owned think tank focused on branding. Ben, thanks for joining us today. >> Thanks for having me, John. Excited to talk with you. >> So, big news NPR had on their page, which had the embed on there and it went viral. Great video, but first talk about the motivation, what's going on behind this video? This is very cool, explain to the folks out there what this Trump and Dump video is about, why did you create it, and how does it work? >> So, we had just like, I think, almost everyone in the United States, we were having a conversation about what do you do with the fact that President Trump is tweeting and tweeting about these companies, and in many cases negatively. So we saw articles talking about it and actually one day a guy in our New York office came up with this idea that we ought to follow those tweets in real time and if he mentions a publicly traded company negatively, short the stock. And so, we kicked that idea around over slack and in about 30 minutes we had an idea for the platform. And about two days later one of our engineers had actually built it. And so what the platform does is it's really actually simple yet complex. It listens to every tweet that the president puts out and then it does two things: it determines if there's a publicly traded company mentioned and if there is, and it actually does sentiment analysis in real time, so, in about 20 milliseconds, it can tell if the tweet is positive or negative. If it's negative, we've seen the stocks typically go down and we short sell that stock. And so, the profit that we develop from that, then we donate it to the ASPCA and then hopefully we save a puppy or two in the process. >> Yeah, and that's key, I think that's one thing I liked about this was you weren't arbitraging, you weren't like a real time seller like these finance guys on Wall Street, which by the way, have all these complex trading algorithms. Yours is very specific, the variables are basically Donald Trump, public company, and he tends to be kind of a negative Tweeter so, mostly to do with moving to Mexico or some sort of you know, slam or bullying kind of Tweet he does. And which moves the market, and this is interesting though, because you're teasing out something clever and cool on the AI kind of side of life and you know, some sort of semantic bot that essentially looks at some context and looks at the impact. But this is kind of the real world we're living in now, these kinds of statements from a president of the United States, or anyone who's in a position of authority, literally moves the market, so you're not doing it to make money you're doing it to prove a point which is that the responsibility here is all about getting exposed in the sense that you got to be careful of what you say on Twitter when you're the president of the United States. I mean, if it was me saying it, I mean, I'm not going to move the market but certainly, you know, the press who impact large groups of people and certainly the president does that so, did you guys have that in mind when you were thinking about this? >> Well, we did. I mean, I think, you know, our goal was, this is what we do for a living, we help big brands monitor all their digital presences and build digital strategy. So, we're already monitoring sentiment around Twitter and around social platforms so, it's pretty core to what we do. But we're also looking at things that are happening in pop culture and societally, what kind of impact social might have on business. And so, the fact that we're able to take an action and deliver a social action, and deliver a real business outcome is pretty core to what we do. What's different here and what's so unique is the fact that we've never really seen things like, policy, whether it's monetary policy, or just general policy be distributed through one platform like Twitter and have such a big impact. So, we think it's kind of a societal shift that is sort of the new norm. That, I don't know that if everyone has figured out what to do with yet and so our goal is to experiment and decide one, can we consume the information fast enough to take an action? And then how do we build through AI platforms that allow us to be smarter in the world that we're living in today that is very, very unpredictable. >> We have Ben Gaddis, as president of T3 also part of the group that did the Trump and Dump video but he brings out a great point about using data and looking at the collective impact of information in real time. And this interesting, I was looking at some of the impact last night in this and Nordstrom's had a tweet about Ivanka Trump and apparently Nordstrom's stock is up so, is there a flaw in the algorithm here? What's the take on that? Because in a way, that's the reverse of the bullying, he's defensive on that one so, is there a sentiment of him being more offensive or defensive? >> It's pretty standard. So, we're starting to see a pattern. So, what happens is that actually, the Nordstrom stock actually did go down right after the tweet. And so, we saw that that's a pattern that's typical when the president tweets negatively. When he tweets positively, we don't see that much of a bump. When he tweets negatively, typically the stock drops anywhere between one and four percent, sometimes even greater than that. But it rebounds very quickly. So, a big part of what we're trying to do with the bot and the algorithm is understand how long do we hold, and what is that timeframe before people actually come back to more of a rational state and start to buy back a stock that's valuable. Now what's really interesting, you mentioned, you know, the algorithm and whether there's a flaw in it, we learned something very interesting yesterday about Nordstrom's. So, the president tweeted and in that tweet he talked negatively about Nordstrom's, but he also talked very positively about his daughter, Ivanka. And so, the algorithm actually picked up that tweet and registered it as 61.5% positive. So, it didn't trade. So, we actually got kind of lucky on that one. >> You bring up a good point, and this is something that I want to get your thoughts on. You know, we live in an era of fake news, and it's just Snapchat just filed IPO filing to make a change in their filing to show that Amazon is going to be a billion dollar partner as well, which wasn't in the filing. So, there's a line between pure, fake news, which is essentially just made up stuff, and inaccurate news, so what you're kind of pointing out is a new mechanism to take advantage of the collective intelligence of real time information. And so this is kind of a new concept in the media business. And brands, who used to advertise with big media companies, are now involved in this so, as someone who's, you know, an architect for brand and understanding data, how are brands becoming more data driven? >> Well, I think what brands are realizing is that they live in this world that is more real time, that's such a buzzword. But more real time than I think they even thought would ever be possible, the fact that someone like the president can tweet and have literally cut off billions of dollars in market cap value in a moment's time is something that they have to figure out. So, I think the first thing is having the tools in place to actually monitor and understand, and then having a plan in place to react to things that are really quite unpredictable. So, not only, I don't think that you can have a plan for everything but you have to at least have a plan for understanding how you get legal approval on a response. Who would be responsible for that. You know, who do you work with, either through partners or inside of your organization to, you know, to be able to respond to something when you need to get back in promoting, you know, minutes versus hours. The thing that we don't hear people talk near as much about is, our goal was to see how close we can get to the information so we can zoom the data from Twitter's fire hose, so we get it hopefully when everyone else does. And then our goal is to take an action on that quicker than anybody else, and that delta is where we'll make a profit. What's really interesting to me is that the only person closer to that information than the president is Twitter. >> Ben, great to have you on, appreciate it, love to get you back on as a guest. We love to talk about is our model here, it's looking angle, it's extracting the signal from the noise. And certainly the game is changing, you're working with brands and the old model of ad agencies, this is a topic we love to cover here, the old ad agency model's certainly becoming much more platform oriented with data, these real time tools really super valuable, having a listening engine, having some actionable mechanisms to go out there and be part of and influence the conversation with information. Seems to be a good trend that you guys are really riding. Love to have you back on. >> We'd love to be back on, and thanks for the time, we enjoyed it. >> That was Ben Gaddis, who's the president of T3, the firm behind the Trump and Dump, but more importantly highlighting a really big megatrend which is the use of data, understanding its impact, having some analysis, and trying to figure out what that means for people. Be right back with more after this short break. >> [Female Announcer] Why wait for the future? The next evolution in IT infrastructure is happening now. 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Unify your data center with Cisco UCS. >> Male Announcer: You're listening to Cube Fridays, brought to you by Silicon Angle Media. Now, here's John Furrier. >> Okay, welcome back to the Silicon Valley Friday Show, I'm John Furrier, great show today. Our next guest is Dan Rosenbaum, who is the editor of Wearable Tech Insider, Media Probe, been around the industry for years, been a journalist, reporter, editor, variety through his career, knows the tech business certainly on the infrastructure level with the device. Okay, welcome to the show, great to have you, thanks for being available, he's in New York so, Palo Alto, New York connection here. >> Yeah, we got about maybe an hour or so of snow left. But you know, it's February, it does this in New York. >> Great to have you on, we were just talking on our earlier segment before the break about the guy who created the Trump and Dump video which is a chat bot that goes out, looks at Donald Trump's tweets, and then identifies if there's a public company, shorts the stock, and donates to save puppies. So, they're not doing it for profit but they're, you know, they have their intelligence and listening, and we were just riffing on the concept of that there's been fake news and inaccuracy and a new dynamic that's impacting the media business, which is real time information, data, and certainly the world that you're in with Wearables, this new internet of things, which is hard to understand for most common people but it's really the AI new connected network. It's really impacting things, certainly how people get information, how fast they create data, and it's changing the industry landscape certainly from a media standpoint. You get on TV and the mainstream... >> It really is. When the press secretary stood up and said that that the administration sees the media as the adversary, you know, everyone got sort of upset about it but you know, in a lot of ways it's true. That's a fitting way that the media and any administration, any power structure should be facing each other. There's been such a hop in the media to report the truth as best as it can determine and as accurately as it can. Now, there are differing impacts depending on which sphere you're in, and in politics there's always going to be sort of the tension, well, we think, we look at these facts and we think that and we look at those facts and think the other. >> I think ultimately this new formats that are developing really comes back down to I would add to that as trust. This is a collision course of a complete re-transformation of the media landscape and technology's at the heart of it and, you know, you're in the middle of it. With Wearables, you're seeing that at the edge of the network, these are new phenomenons. What's your take on this new trend of, you know, of computing? And I'm not saying singularity, as Ray Kurzweil would say, but you know, ultimately, it is going down to the point now where it's on your body, potentially in your body, but this is a new form of connection. What's your thoughts on this? >> 12 years ago, I was at the party where they launched MSNBC, and I ran into Andrew Lack, who's the CEO of MSNBC at the time, and asked him, why NBC was cutting this collaboration deal with Microsoft, because remember that's how it was started, when there wasn't any means for the news to go upwards. There was no way for citizen news gathering to be represented on this Microsoft-NBC co-venture. And Andrew actually looked down his nose at me, sneered, and goes, "Who in the world would want "people to be contributing to the news?" Well, now we're 10 or 12 years later and as you say, Snapchat and Skype, and all these mobile technologies have just transformed how people get their information, because they're now witnesses, and there are witnesses everywhere. One of the big transformations in, or about wearable technology is that computing infrastructure has moved from islands of stand-alone, massive computers, to networks of massive computers to stand-alone PCs, to networks to PCs, and now the model for computing and communication is the personal area network, the idea of sensor-based technologies is going to change, or already has changed the world of news, it's in the process of changing the world of medicine, it's in the process of changing the way we build houses, the construction business, with the smartphone, the way that we build and relate to cities. >> So, we're here with Dan Rosenbaum, he's the editor of Wearable Tech Insider, but more importantly he's been a tech insider in media going way back, he's seen the cycles of innovation. Love your point about the flowing conversations coming out of the MSNBC kind of executive in the old broadcast models. I mean, I have four kids, my oldest is 21, they don't use, they don't really care about cable TV anymore so, you know, this is now a new narrative so, those executives that are making those comments are either retired or will be dinosaurs. You now have Amazon, you have Netflix, you have, you know, folks, trying to look at this internet TV model where it's fully synchronous so, now you have collective intelligence of vertical markets that have real time ability to surface information up to bigger outlets. So, this collective media intelligence is happening, and it's all being driven by mobile technology. And with that being said, you know, you're in the business, we've got Mobile World Congress coming up, what is that show turning into? Because it's not about the mobile device anymore, the iPhone's 10 years old, that's a game changer. It's growing up. The impact of mobile is now beyond the device. >> Mobile World Congress is all about wireless infrastructure. It goes from everything from a one millimeter square sensor to the national grade wireless network. But what's really cool about Mobile World is that it's the place where communications or telecom ministers get together with infrastructure carriers, get together with the hardware manufacturers, and they hash out the problems that won't resolve five, 10, 15 years down the road in new products and new services. This is the place where everyone comes together. The back rooms at Mobile World Congress are the hottest place, and the back rooms are the places that you can't get into. >> We're here with Dan Rosenbaum, who's an industry veteran, also in the media frontlines in wireless technology, I mean, wearable technology and among other things, good view of the landscape. Final point, I want to just get a quick comment from ya, I was watching on Facebook, you had a great post around Facebook is feeding you an ad for a $19 million staid-in, let's feel Connecticut. And then you said, "One of us as the wrong idea, so you must be really loaded." This retargeting bullshit on Facebook is just ridiculous, I mean, come on, this bad, big data, isn't it? >> (laughing) Yeah, I mean, the boast of Google is that they want to make, you know, ads so relevant that they look like content. Well, in the process to getting there, there's going to be misses. You know, if this real estate agent decides that they want to hit everyone in my zip code, or everyone in my county, or whatever, and they wanted pay the five dollars so that I'd see that video, god bless 'em, let 'em do it, it's not going to make me, it's not going to overcome any kind of sales resistance. I don't know that I wanted to move up to Litchfield, Connecticut anyway, but if I did, sure, a $19 million house would be really nice. >> You could take a chopper into Manhattan, you know, just drop into Manhattan with a helicopter. >> They would want to take it. >> Alright, we can always take the helicopter in from Litchfield, you know, right at the top of your building. Dan, thanks so much for spending the time, really appreciate it, and we'll have to bring, circle back with you on our two day Mobile World Congress special in Palo Alto we'll be doing, so appreciate the time. Thanks a lot. >> Love to do it, thanks for having me. >> Okay, that was Dan Rosenbaum, really talking about, going down in the weeds a little bit but really more importantly, this Mobile World Congress, what's going on with this new trend, digital transformation really is about the impact to the consumer. And what's going on Silicon Valley right now is there's some hardcore tech that is changing the game from what we used to know as a device. The iPhone's only 10 years old, yet 10 years old, before the iPhone, essentially it was a phone, you made phone calls, maybe surf the Web through some bad browser and do text messages. That's now completely transforming, not just the device, it's the platform, so what we're going to see is new things that are happening and the tell signs are there. Self driving cars, autonomous vehicles, drones delivering packages from Amazon, a completely new, digitized world is coming. This is the real trend and we're going to have an executive from Intel on next to tell us kind of what's going on because Intel is at the ground zero of the innovation with Moore's Law and the integrated circuit. But they're bringing their entire Intel inside as a global platform, and this is really going to be driven through a ton of 5G, a new technology so, we're going to dig in on that, and we're going to have a call-in from her, she's going to be coming in from Oregon and again, we're going to get down to the engineers, the people making the chips under the hood and bringing that to you here on the Silicon Valley Friday Show, I'm John Furrier, we'll be right back after this short break. >> My name is Dave Vellante, and I'm a long-time industry analyst. So, when you're as old as I am you've seen a lot of transitions. Everybody talks about industry cycles and waves, I've seen many, many waves. I've seen a lot of industry executives and I'm a little bit of an industry historian. When you interview many thousands of people, probably five or six thousand people as I have over the last half of the decade, you get to interact with a lot of people's knowledge. And you begin to develop patterns so, that's sort of what I bring is an ability to catalyze a conversation and, you know, share that knowledge with others in the community. Our philosophy is everybody is an expert at something, everybody's passionate about something and has real deep knowledge about that something. Well, we want to focus in on that area and extract that knowledge and share with our communities. This is Dave Vellante, and thanks for watching the Cube. (serene techno music) >> Male Announcer: You're listening to the Silicon Valley Friday Show with John Furrier. >> Okay, welcome back to the Silicon Valley Friday Show, I'm John Furrier, we're here in Palo Alto for this Friday Show, we're going to go under the hood and get into some technology impact around what's going on in the industry, specifically kind of as a teaser for Mobile World Congress at the end of the month, it's a big show in Barcelona, Spain where the whole mobile and infrastructure industry comes together, it's kind of like CES, Consumer Electronics Show, in the mobile world but it's evolved in a big way and it's certainly impacting everyone in the industry and all consumers and businesses. This is Intel's Lynn Comp and this is Intel who, we know about Moore's Law, we know all about the chips that make everything happen, Intel has been the engine of innovation of the PC revolutions, it's been the engine of innovation now in the Cloud and as Intel looks at the next generation, they are the key player in this transformation that we are seeing with AI, wearable computers, internet of things, self driving cars, AI, this is all happening, new stuff's going on. Lynn, welcome to the program. >> Thank you so much, it's great to be here. >> So, you're up in Oregon, thanks for taking the time to allow us to talk via phone, appreciate it. Obviously, Intel, we've been following you guys, and I've been a big fan since 1987, when I almost worked there right out of college. Went to Hewlett Packard instead, but that's a different story but, great, great innovation over the years, Intel has been the bell weather in the tech industry, been a big part of the massive change. But now, as you look at the next generation, I mean, I have four kids and they don't watch cable TV, they don't like, they don't do the things that we used to do, they're on the mobile phone all the time. And the iPhone is now 10 years old as of this year, this early winter part of this, Steve Jobs announced it 10 years ago. And what a change has it been, it's moved from telephone calls to a computer that happens to have software that makes telephone calls. This is a game changer. But now it seems that Mobile World Congress has changed from being a telephone centric, voice centric, phone device centric show to a software show, it seems to be that software is eating the world just like CES is turning into an automotive show. What is Mobile World Congress turning into? What's the preview from Intel's perspective? >> You know, it's a really fascinating question because many years ago, you would only see a bunch of very, very intense base station design, you know, it was very, very oriented around wireless, wireless technology, and radios, and those are really important because they're an engine of fabric that you can build capabilities onto. But last year, just as a reference point for how much it's changed, we have Facebook giving one of the main keynotes. And they're known for their software, they're known for social media, and so you'll see Facebook and Google with an exhibitor there last year as well, so you're not just seeing suppliers into the traditional wireless industry for equipment and the operators who are the purchaser, you're seeing many, many different players show up very much like how you said CES has a lot of automotives there now. >> Yeah, we've seen a lot of revolutions in the computer industry, Intel created a revolution called the Computer Revolution, the PC Revolution, and then it became kind of an evolution, that seems to be the big trends you see, that cycle. But it seems now that we are, kind of been doing the evolution of mobile computing, and my phone gets better, 10 years down to the iPhone, 3G, 4G, LT, okay, I want more bandwidth, of course, but is there a revolution? Where can you point to? Where is the revolution, versus just standard evolutionary kind of trends? Is there something coming out of this that we're going to see? >> That is such a great question because when you look at the first digital wireless technologies that came out and then you had 2G, and 3G, and 4G, those really were evolutionary. And what we're finding with 5G that I believe is going to be a huge theme at Mobile World Congress this year is it is a completely different ballgame, I would say it's more of an inflection point or very revolutionary. And there's a couple reasons for that, both tie up in how ITU is specifying the use cases, it's licensed and unlicensed spectrum which is kind of unusual for how it's been done if you will get 2, 3, and 4G. The other thing that's really interesting about 5G, that it's an inflection point is there's a lot more intelligence assumed in the network and it helps address some of the challenges I think that the industry is seeing a different industry with some of the IoT promise we'll roll out where some of the macro design networks that we'd seen in the past, the ability to have the right latency, the right bandwidth, and the right cost matched to the needs of a specific IoT use case was much more limited in the past and I think we'll see a lot more opportunities moving forward. >> Great, great stuff, we're with Lynn Comp with the Network Platforms Group at Intel. You know, you bring up some, I like the way you're going with this, there's so much like, impact to society going on with these big, big trends. But also I was just having a conversation with some young folks here in Palo Alto, high school kids and some college kids and they're all jazzed up about AI, you can almost see the... I don't want to say addiction but fascination and intoxication with technology. And there's some real hardcore good tech going on here, could you just share your thoughts on, you know, what are some of those things that are going to, 'cause I mean, 5G to wireless, I get that, but I mean, you know, these kids that we talked to and folks that are in the next generation, they love the autonomous vehicles. But sometimes I can't get a phone signal, how are cars going to talk to each other? I mean, how does this, I mean, you've got to pull this together. And these kids are like, and it's into these new careers. What's your thoughts on what are some of the game changing tech challenges that are coming out of this? >> Let's just start with something that was a great example this year 'cause I think I have kids a similar age. And I had been skeptical of things like even just virtual reality, a augmented or virtual reality. And then we had this phenomena last summer that really was just a hint, it wasn't really augmented reality, but it was a hint of the demand that could be met by it and it's Pokemon Go. And so, an example with that, I mean, it really wasn't asking a significantly higher amount of data off the network, but it did change the use profile for many of the coms service providers and many of the networks where they realized I actually have to change the architecture, not just of what's at the edge but in my core network, to be more responsive and flexible, you are going to see something even more so with autonomous driving, even if it's just driver assist. And similar to how the auto pilot evolution happened, you're still going to have these usage patterns where people have too many demands, too much information coming at them, they do want that assistance, or they do want that augmented experience to interact with a brand, and it's going to really stress the network and there's going to have to be a lot of innovation about where some of these capabilities are placed and how much intelligence is close to the user as opposed to just a radio, probably going to need a lot more analytics and a lot more machine learning capabilities there as well. >> We had a segment earlier in the show, it was the entrepreneur who created the Trump and Dump chat bot that would go out and read Donald Trump's tweets and then short all public companies that were mentioned because the trend is, they would do that, but this is an example of some of these chat bots and some of this automation that's going on and it kind of brings the question up to some of the technology challenges that we're looking out at the landscape that we're discussing is the role of data really is a big deal and software and data now have an interaction play where you got to move data around the networks, networks are now ubiquitous, networks are now on people, networks are now in cars, networks are now part of all this, I won't say unstructured networks, but omni-connected fabric. So, data can really change what looks like an optimal architecture to a failed one, if you don't think about it properly. So, how do you guys at Intel think about the role of data? I mean, how do you build the new chips and how do you look at the landscape? And it must be a big consideration, what's your thoughts about the role of data? Because it can happen at any time, a tsunami of data could hit anything. >> Right, the tsunami of data. So for us, it's any challenge, and this is just in Intel's DNA, historically, we'll get challenges as opportunities because we love to solve these really big problems. And so, when you're talking about data moving around a network you're talking about transformation of the network. We've been having a lot of discussions with operators where they see the data tsunami, they're already seeing it, and they realized, I have got to reconfigure the architecture of my network to leverage these technologies and these capabilities in a way that's relevant for the regulatory environment I'm in. But I still have to be flexible, I have to be agile, I have to be leveraging programmability instead of having to rewrite software every generation or every time a new app comes out. >> Lynn, thanks so much for coming on. Like we always say, you know, engine room more power, you can never have enough compute power available in network bandwidth, as far as I'm concerned. You know, we'd love to increase the power, Moore's Law's been just a great thing, keeps on chugging along. Thanks for your time and joining us on the Silicon Valley Friday Show, appreciate it. Thanks so much. >> Thank you. >> Alright, take care. Okay, this is Silicon Valley Friday Show, I'm John Furrier, thanks so much for listening. I had Ben Gaddis on, Dan Rosenbaum, and Lynn Comp from Intel really breaking it down and bringing you all the best stories of the week here on the Silicon Valley, thanks for watching. (techno music) (bright instrumental music)