>>Okay, welcome back everyone to the Cube's live coverage here in Las Vegas for Amazon re Mars two days of coverage, we're getting down to wrapping up day one. I'm John furrier host of the cube space is a big topic here. You got machine learning, you got automation, robotics, all spells Mars. The two great guests here to really get into the whole geo scene. What's going on with the data. We've got Marcus Norren business development and geo data. Sogeti part of cap Gemini group, and Yoki well kissed portfolio lead data and AI with Sogeti part of cap, Gemini gentlemen, thanks for coming on the queue. Appreciate it. Thanks >>For having us. >>Let me so coming all the way from Sweden to check out the scene here and get into the weeds and the show. A lot of great technology being space is the top line here, but software drives it. Um, you got robotics. Lot of satellite, you got the aerospace industry colliding with hardcore industrial. I say IOT, robotics, one, whatever you want, but space kind of highlights the IOT opportunity. There is no edge in space, right? So the edge, the intelligent edge, a lot going on in space. And satellite's one of 'em you guys are in the middle of that. What are you guys working on? What's the, the focus here for cap gem and I Sogeti part of cap >>Gemini. I would say we focus a lot of creating business value, real business value for our clients, with the satellites available, actually a free available satellite images, working five years now with this, uh, solutioning and, uh, mostly invitation management and forestry. That's our main focus. >>So what's the product value you guys are offering. >>We basically, for now the, the most value we created is working with a forest client to find park Beal infests, uh, in spruce forest. It's a big problem in European union and, uh, Northern region Sweden, where we live now with the climate change, it's getting warmer, the bark beetle bases warm more times during the summer, which makes it spread exponentially. Uh, so we help with the satellite images to get with data science and AI to find these infestations in time when they are small, before it's spread. >>So satellite imagery combined with data, this is the intersection of the data piece, the geo data, right? >>Yeah. You can say that you have, uh, a lot of open satellite data, uh, and uh, you want to analyze that, that you also need to know what you're looking for and you need data to understand in our case, a certain type of damage. So we have large data sets that we have to sort of clean and train ML models from to try to run that on that open data, to detect these models. And, and when we're saying satellite data and open data, it's basically one pixel is 10 by 10 meters. So it's not that you will see the trees, but we're looking at the spectral information in the image and finding patterns. So we can actually detect attacks that are like four or five trees, big, uh, using that type. And we can do that throughout the season so we can see how you start seeing one, two attacks and it's just growing. And then you have this big area of just damage. So >>How, how long does that take? Give me some scope to scale because it sounds easy. Oh, the satellites are looking down on us. It's not, it's a lot of data there. What's the complexity. What are the challenges that you guys are overcoming scope to scale? >>It's so much complexity in this first, you have clouds, so it's, uh, open data set, you download it and you figure out here, we have a satellite scene, which is cloudy. We need to have some analytics doing that, taking that image away basically, or the section of the image with it cloudy. Then we have a cloud free image. We can't see anything because it's blurry. It's too low resolution. So we need to stack them on top of each other. And then we have the next problem to correlate them. So they are pixel perfect overlapping. Yeah. So we can compare them in time. And then they have the histogram adjustment to make them like, uh, the sensitivity is the same on all the images, because you have solar storms, you have shady clouds, which, uh, could be used still that image. So we need to compare that. Then we have the ground proof data coming from, uh, a harvester. For instance, we got 200,000 data points from the harvester real data points where they had found bark Beal trees, and they pulled them down. The GPS is drifting 50 meters. So you have an uncertainty where the actually harvest it was. And then we had the crane on 20 meters. So, you know, the GPS is on the home actually of the home actual machine and the crane were somewhere. So you don't really know you have this uncertainty, >>It's a data integration problem. Yeah. Massive, >>A lot of, of, uh, interesting, uh, things to adjust for. And then you could combine this into one deep learning model and build. >>But on top of that, I don't know if you said that, but you also get the data in the winter and you have the problem during the summer. So we actually have to move back in time to find the problem, label the data, and then we can start identifying. >>So once you get all that heavy lifting done or, or write the code, or I don't know if something's going on there, you get the layering, the pixel X see all the, how complex that is when the deep learning takes over. What happens next? Is it scale? Is it is all the heavy lifting up front? Is the work done front or yeah. Is its scale on the back end? >>So first the coding is heavy work, right? To gets hands on and try different things. Figure out in math, how to work with this uncertainty and get everything sold. Then you put it into a deep learning model to train that it actually run for 10 days before it was accurate, or first, first ation, it wasn't accurate enough. So we scrap that, did some changes. Then we run it again for 10 days. Then we have a model which we could use and interfere new images. Like every day, pretty quickly, every day it comes a new image. We run it. We have a new outcome and we could deliver that to clients. >>Yeah. I can almost imagine. I mean, the, the cloud computing comes in handy here. Oh yeah. So take me through the benefits because it sounds like the old, the old expression, the juice is not worth the squeeze here. It is. It's worth the squeeze. If you can get it right. Because the alternative is what more expensive gear, different windows, just more expensive monolithic solutions. Right? >>Think about the data here. So it's satellite scene. Every satellite scene is hundred by a hundred kilometers. That pretty much right. And then you need a lot of these satellite scene over multiple years to combine it. So if you should do this over the whole Northern Europe, over the whole globe, it's a lot of data just to store that it's a problem. You, you cannot do it on prem and then you should compute it with deep learning models. It's a hard problem >>If you don't have, so you guys got a lot going on. So, so talk about spaghetti, part of cap, Gemini, explain that relationship, cuz you're here at a show that, you know, you got, I can see the CAPI angle. This is like a little division. Is it a group? Are you guys like lone wolves? Like, what's it like, is this dedicated purpose built focus around aerospace? >>No, it's actually SOI was the, the name of the CAPI company from the beginning. And they relaunched the brand, uh, 2001, I think roughly 10, 20 years ago. So we actually celebrate some anniversary now. Uh, and it's a brand which is more local close to clients out in different cities. And we also tech companies, we are very close to the new technology, trying things out. And this is a perfect example of this. It was a crazy ID five years ago, 2017. And we started to bring in some clients explore, really? Open-minded see, can we do something on these satellite data? And then we took it step by step together of our clients. Yeah. And it's a small team where like 12 >>People. Yeah. And you guys are doing business development. So you have to go out there and identify the kinds of problems that match the scope of the scale. >>So what we're doing is we interact with our clients, do some simple workshops or something and try to identify like the really valuable problems like this Bruce Park people that that's one of those. Yep. And then we have to sort of look at, do we think we can do something? Is it realistic? And we will not be able to answer that to 100% because then there's no innovation in this at all. But we say, well, we think we can do it. This will be a hard problem, but we do think we can do it. And then we basically just go for it. And this one we did in 11 to 12 weeks, a tightly focused team, uh, and just went at it, uh, super slim process and got the job done and uh, the >>Results. Well, it's interesting. You have a lot of use cases. We gotta go down, do that face to face belly to belly, you know, body to body sales, BI dev scoping out, have workshops. Now this market here, Remar, they're all basically saying a call to arms more money's coming in. The problems are putting on the table. The workshop could be a lunch meeting, right. I mean, because Artis and there's a big set of problems to tackle. Yes. So I mean, I'm just oversimplifying, but that being said, there's a lot going on opportunity wise here. Yeah. That's not as slow maybe as the, the biz dev at, you know, coming in, this is a huge demand. It will be >>Explode. >>What's your take on the demand here, the problems that need to be solved and what you guys are gonna bring to bear for the problem. >>So now we have been focus mainly in vegetation management and forestry, but vegetation management can be applicable in utility as well. And we actually went there first had some struggle because it's quite detailed information that's needed. So we backed out a bit into vegetation in forestry again, but still it's a lot of application in, in, uh, utility and vegetation management in utility. Then we have a whole sustainability angle think about auditing of, uh, rogue harvesting or carbon offsetting in the future, even biodiversity, offsetting that could be used. >>And, and just to point out and give it a little extra context, all the keynotes, talk about space as a global climate solution, potentially the discoveries and or also the imagery they're gonna get. So you kind of got, you know, top down, bottoms up. If you wanna look at the world's bottom and space, kind of coming together, this is gonna open up new kinds of opportunities for you guys. What's the conversation like when you, when this is going on, you're like, oh yeah, let's go in. Like, what are you guys gonna do? What's the plan, uh, gonna hang around and ride that wave. >>I think it's all boils down to finding that use case that need to be sold because now we understand the satellite scene, they are there. We could, there is so many new satellites coming up already available. They can come up the cloud platform, AWS, it's great. We have all the capabilities needed. We have AI and ML models needed data science skills. Now it's finding the use cases together with clients and actually deliver on them one by >>One. It's interesting. I'd like to get your reaction to this Marcus two as well. What you guys are kind of, you have a lot bigger and, and, and bigger than some of the startups out there, but a startup world, they find their niches and they, the workflows become the intellectual property. So this, your techniques of layering almost see is an advantage out there. What's your guys view of that on intellectual property of the future, uh, open source is gonna run all the software. We know that. So software's no going open source scale and integration. And then new kinds of ways are new methods. I won't say for just patents, but like just for intellectual property, defen differentiation. How do you guys see this? As you look at this new frontier of intellectual property? >>That's, it's a difficult question. I think it's, uh, there's a lot of potential. If you look at open innovation and how you can build some IP, which you can out license, and some you utilize yourself, then you can build like a layer business model on top. So you can find different channels. Some markets we will not go for. Maybe some of our models actually could be used by others where we won't go. Uh, so we want to build some IP, but I think we also want to be able to release some of the things we do >>Open >>Works. Yeah. Because it's also builds presence. It it's >>Community. >>Yeah, exactly. Because this, this problem is really hard because it's a global thing. And, and it's imagine if, if you have a couple of million acres of forest and you just don't go out walking and trying to check what's going on because it's, you know, >>That's manuals hard. Yeah. It's impossible. >>So you need this to scale. Uh, and, and it's a hard problem. So I think you need to build a community. Yeah. Because this is, it's a living organism that we're trying to monitor. If you talk about visitation of forest, it's, it's changing throughout the year. So if you look at spring and then you look at summer and you look at winter, it's completely different. What you see. Yeah. Yeah. So >>It's, it's interesting. And so, you know, I wonder if, you know, you see some of these crowdsourcing models around participation, you know, small little help, but that doesn't solve the big puzzle. Um, but you have open source concepts. Uh, we had Anna on earlier, she's from the Amazon sustainability data project. Yeah, exactly. And then just like open up the data. So the data party for her. So in a way there's more innovation coming, potentially. If you can get that thing going, right. Get the projects going. Exactly. >>And all this, actually our work is started because of that. Yes, exactly. So European space agency, they decided to hand out this compar program and the, the Sentinel satellites central one and two, which we have been working with, they are freely available. It started back in 2016, I think. Yeah. Uh, and because of that, that's why we have this work done during several years, without that data freely available, it wouldn't have happened. Yeah. I'm, I'm >>Pretty sure. Well, what's next for you guys? Tell, tell me what's happening. Here's the update put a plug in for the, for the group. What are you working on now? What's uh, what are you guys looking to accomplish? Take a minute to put a plug in for the opportunity. >>I would say scaling this scaling, moving outside. Sweden. Of course we see our model that they work in in us. We have tried them in Canada. We see that we work, we need to scale and do field validation in different regions. And then I would say go to the sustainability area. This goes there, there is a lot of great >>Potential international too is huge. >>Yeah. One area. I think that is really interesting is the combination of understanding the, like the carbon sink and the sequestration and trying to measure that. Uh, but also on top of that, trying to classify certain Keystone species habitats to understand if they have any space to live and how can we help that to sort of grow back again, uh, understanding the history of the, sort of the force. You have some date online, but trying to map out how much of, of this has been turned into agricultural fields, for example, how much, how much of the real old forest we have left that is really biodiverse? How much is just eight years young to understand that picture? How can we sort of move back towards that blueprint? We probably need to, yeah. And how can we digitize and change forestry and the more business models around that because you, you can do it in a different way, or you can do both some harvesting, but also, yeah, not sort of ruining the >>Whole process. They can be more efficient. You make it more productive, save some capital, reinvest it in better ways >>And you have robotics and that's not maybe something that we are not so active in, but I mean, starting to look at how can autonomy help forestry, uh, inventory damages flying over using drones and satellites. Uh, you have people looking into autonomous harvesting of trees, which is kind of insane as well, because they're pretty big <laugh> but this is also happening. Yeah. So I mean, what we're seeing here is basically, >>I mean, we, I made a story multiple times called on sale drone. One of my favorite stories, the drones that are just like getting Bob around in the ocean and they're getting great telemetry data, cuz they're indestructible, you know, they can just bounce around and then they just transmit data. Exactly. You guys are creating a opportunity. Some will say problem, but by opening up data, you're actually exposing opportunities that never have been seen before because you're like, it's that scene where that movie, Jody frost, a contact where open up one little piece of information. And now you're seeing a bunch of new information. You know, you look at this large scale data, that's gonna open up new opportunities to solve problems that were never seen before. Exactly. You don't, you can't automate what you can't see. No. Right. That's the thing. So no, we >>Haven't even thought that these problems can be solved. It's basically, this is how the world works now. Because before, when you did remote sensing, you need to be out there. You need to fly with a helicopter or you put your boots on out and go out. Now you don't need that anymore. Yeah. Which opened up that you could be, >>You can move your creativity in another problem. Now you open up another problem space. So again, I like the problem solving vibe of the, it's not like, oh, catastrophic. Well, well, well the earth is on a catastrophic trajectory. It's like, oh, we'll agree to that. But it's not done deal yet. <laugh> I got plenty of time. Right. So like the let's get these problems on the table. Yeah. Yeah. And I think this is, this is the new method. Well, thanks so much for coming on the queue. Really appreciate the conversation. Thanks a lot. Love it. Opening up new world opportunities, challenges. There's always opportunities. When you have challenges, you guys are in the middle of it. Thanks for coming on. I appreciate it. Thank you. Thanks guys. Okay. Cap Gemini in the cube part of cap Gemini. Um, so Getty part of cap Gemini here in the cube. I'm John furrier, the host we're right back with more after this short break.

>> Live from San Francisco, it's theCUBE covering IBM Think 2019. Brought to you by IBM. >> Hey, welcome back everyone, we're here live with theCUBE's coverage in San Francisco, the Moscone Center for IBM Think 2019. I'm John Furrier, my co-host David Vellante. Dave, we've been doing theCUBE 10 years, our second ever CUBE event was SAP SAPPHIRE, so going back into the archives. >> Great memories. >> SAP, we've been watching the SAP evolve, we've got two guests from SAP. Scot Henney, Global VP of SAP Customer Experience CX and Marcus Venth, who's a Global VP of S/4HANA, Business and Market Development, talking about enterprise, intelligence, making data, making it reason. We've been covering you guys and I got to say, Bill McDermott has always been on the front wave of all the big waves. He was talking about data and iPads right at the beginning. And the things he was talking about in 2012, 2013 is what everyone is doing today. >> Yes. >> This has been a big part of SAP, not new to you this transformation, how's the journey going? How's the partnership going with IBM? >> So, the relationship that we have with IBM is, I guess, about 40 years old and we're not even halfway done yet. You know, we're still working together and successfully delivering great business outcomes for our customers, and I think that's because not only do you have great global reach and scale, but you also understand how data and business processes impact business outcomes. Both in the back office and also in the front office too. So you were mentioning Bill McDermott. We have a phrase with inside SAP CX called, "Be Bold." Right, it's really taken in on the mantra for us and we're making some really bold acquisitions with inside the front office space. So, one of the ones he's done recently that's really focused on data is around Qualtrics. >> Yeah Huge, huge acquisition for us about experiential data and how we bring that back to organizations and we're really keen to work with IBM on that too. >> He said that was a game changer on his press conference. I watched that, I was really interesting acquisition. >> Yeah, bold move. >> Because you bring in real time data, you bring in real telemetry, real analytics, all this stuff together in a kind of new powerful way, with an existing system that SAP has been powering business software, in all these apps, what does it mean? Does this make this enterprise more intelligent, is that where is connects? What's some of the key things there? >> So, that's a really good question. So, if you can connect the back office to the front office and then create trusted relationships, then you're going to deliver a better customer experience. And that has a huge impact on shareholder value. Specifically around Qualtrics. That enables to move that next level on into what we call the experience economy. So, not only do we understand implicit data and explicit data like you were just saying before, how many people have just seen that mail, but also how they react to you. But we could also say, "What do they feel about you? "What else would they like you to do?" "What relationship do they currently have with you "and what would they like to see improve?" >> This is interesting, one of the things we talk about all the time at theCUBE is, you know, 'cause we're in the information business, we're a media company. Information's everywhere. >> Yeah >> It's knowledge and experience is the new thread. >> Totally. >> So the outcome is the word you used to use but now you're thinking, okay, if experience and presence and knowledge, this is a new kind of user experience. Is that what the intelligent enterprise is? I mean, what is the intelligent enterprise? Give us the definition. >> Right, so I think I can take that one. So, simplistically it's about taking data that you've referenced earlier on and applying new technologies to ultimately make business processes or optimize business process or come up with entirely new business models. You know, we talk about Uber and Airbnb and all these but the reality is that there are new business models being enacted within certain industries. Whether it's direct to consumer type changes or changes moving from a productized, or selling products to selling services. And so when we look at intelligent enterprise it's about taking your business partners, which are the stakeholders that make you as a company successful, that would be your customers, your suppliers, your employees and connecting them. And then ultimately leveraging the data that you're collecting as part of those business processes, applying machine learning technology, and then looking at how can we make that more efficient, or how can we now leverage that data to create new insights that then tie in to the customer experience side of things. >> You know it's interesting, John, you talk about McDermott during the big data craze. Bill McDermott never really used that term, at least not that much, but he did talk about the importance of fast data being able to respond quickly. Obviously SAP customers have a lot of data. And so you've got this platform now, this sort of data platform. How are customers making investments to, sort of, alter or modernize that data platform for this purpose? >> So, the digital platform is really interesting because what we're looking for if we look at the sort of components of an intelligent enterprise is three components. There's the intelligence suite which includes the digital core, then there's the platform, and then we have the intelligent technologies like machine learning and artificial intelligence wrapped around all of that. The platform is really helping our customers get to a more standardized approach. Where it's helping them integrate the applications within the suite. It's also a platform with which they can then implement these machine learning scenarios. It's a platform which with they can innovate and build new applications and allowing them to do that means that they can keep their core standard. And that's the key now as customers are thinking more and more about moving to the cloud, it's all about how do I keep my core clean and standard and allow myself to take advantage of those innovations and then move some of those customer specific innovations to the platform and then layer a UI on top of that, that basically means the end user doesn't know which system they're in, they're just leveraging an integrated suite. >> Substracting all the complexities and all that intelligence out. >> Yeah >> What are the obstacles for, it sounds easy, but it's not, it's hard. What are the obstacles, what's it take? Culture, we always talk about cultural sift. >> I mean, the easy, easy one is the organizational challenges, right? We see that the executive support, the charter, having clearly defined objectives and having the talent in-house that has the courage and the skillset to implement those changes. But I think one of the biggest challenges we see touches on what I was saying before where we have a highly customized environment with lots of disparate applications that really are poorly integrated and then trying to get the customers to then move that to a new platform is very difficult. So, with that, they need the courage, in many cases, to leave that stuff behind, right? >> Completely, and I completely concur. So that's the same challenge that we find in the front office. So, we aim to create a phenomenal experience platform for our clients, but unless they're reorganized internally, to remove those siloed thinking around what do sales do, what does marketing do, then they're not going to be able to fully utilize the tools and platforms that we deliver. So, it's actually about a mind shift change and about focusing on the customer. >> I'd like to get your perspective, since you're here, 'cause we go to a lot of events, we go to 120 events last year. We go to CloudNative, Computing Foundation, AWS re:Invent, we're here at IBM Think, we used to go to SAP Sapphire, but that's a different story. But one of the things we hear about is we see new trends like Kubernetes and containers. People are doing it, but they're doing it kind of like in an experimental way, or doing it, you guys are actually implementing technology with customers. >> Yes >> Integrating it in, like, mission critical kind of integrations. You're not standing up to Kubernetes, saying, "Hey we've got a Kubernetes cluster, look at this." In one or two apps, what's your experience with it 'round the integration? Because putting these piece parts together is hard. What are some of the trends that your customers are doing around really standing up cloud-native, intelligent enterprise, apps, what is some of the real use cases that our people are doing? >> I guess first of all, if we're dealing with the SAP portfolio, we're delivering a lot of those integration points out of the box, so that sort of takes away a lot of the guesswork when we talk about integrating sort of disparate applications. And I think one of the key aspects of that is just having, the plumbing is not good enough. You really need to have a data strategy around that where our data hub is then able to provide a consistent master record strategy. Where these systems can then seamlessly talk to each other. 'Cause one of the biggest problems in integrations is not the plumbing, it's actually having these systems being able to talk to each other and rationalize this information. >> Can we, maybe, do a before and after example? I mean, take a supply chain example. So, what's the before look like? What's the after, ideal after state look like, or the sort of outcome that you're looking for? >> So let's take an example, right? Let's say you're buying goods from a supplier and you now want to be connected to that supplier so that you can see where those goods are in transit. And then you want to be notified when there's a delay in those goods so that they can then adjust your production plan to make sure you're still accommodating a customer's order cycle. Now let's say, for instance, that we start recognizing a pattern, or the system starts recognizing a pattern, that every February we seem to see a five day delay, for whatever reason. Now the system can automatically start applying an additional lead time and accommodating for those changes automatically. So, that's what we think of when we think about an intelligent enterprise. It's about an enterprise that live and able to adjust and therefore able to build the trust with the customers in order to fulfill their expectations. >> I think that's a really, really important point. Can I answer that from a customer perspective? >> Yeah, please. >> Please. >> Because we're all consumers as well, of services, and also within our business lives. I think what you want, as a customer, after you've used our services and our systems, is you want to be treated like a person, right? And you want to feel like your data has been treated with some respect, yeah? And then you want to feel that promise that customer has, sorry, that business offered you is being kept. So, you want to be treated like a person, I wasn't just a transaction to you. You understand what I needed, right? And then, you treated my data appropriately. I can trust you with our relationship and I know that you're going to fill in the promise. That's what our platform delivers >> Yeah, 100%, I mean-- >> Yeah >> I ordered something, I want to know if it's not here when you said it was going to be here? I want you to either tell me, tell me why, or do something about it, not force me to call you and find out. I mean that's, it's proactive, it's anticipatory. Not reactive, or no active. >> You got it and that can only be done if you integrate the front office to the back office. And that's what IBM and SAP are working on right now. >> That's great, I mean, that's the greatest segue into my question, which is, here in San Francisco IBM Think 2019, moved from Vegas, now they're doing so, so great. Great venue 30,000 people. What kind of conversations were you guys having here at the show? Take us through a kind of day in the life. What kind of meetings did you have, what were people talking about, what's on the top of minds of meetings, your customers, and your partners at IBM? >> Well, from my perspective, there's a lot of discussion around how to move toward the cloud and what tools we have available, and so with the collaboration with IBM, they've made a tremendous investment in SAP and SAP technologies. They've built the impact assessment tools to help customers evaluate the value and the cost of making that move. And they've also invested in the impact solution, which is the content and pre-configuration to help accelerate implementations and move towards that standard. So, a lot of the discussions I'm having with customers are taking mission critical applications and moving them to the cloud. with the support of partners like that, yeah. >> And at a speed What kind of speed? It used to be weeks, months, days, now what? Cycle time for moving. >> If you go to some of those presentations there's 12, 16 week implementations out there, right? >> And when you say moving to the cloud one could infer actually moving but it may not be moving, it may be bringing the cloud model or operating model to the data, is that fair? >> Absolutely So, when we're looking at the cloud, it's not necessarily a wholesale shift. It could be a hybrid model where we're bringing subsidiaries up on the cloud and looking at more of a two tier deployment model where we're looking at an on-prem for the core business and cloud models for subsidiaries. >> It's funny the apps are driving dictating workloads or dictating what resources and architecture to it. >> So, I've had some really exciting conversations here. I was really really impressed with the conversations I had with the IX teams in IBM but also with the GBS teams. >> What's the IX teams? >> They're a-- >> Experience. >> Okay, okay. >> VR, ART, cool stuff. >> That's it, really, really cool, forward-thinking group of design-thinking experts focused on customer experience. So, the total adjustable market opportunity for CX, commerce, marketing, sales, service is over 30 billion per year. So, I don't have to come in and tell anyone what the size of the market opportunity is, the question is, where do we begin, because there is so much opportunity ahead of us. All of our market is investing around, how do I deliver better customer experience, and that's because it has a really tangible business impact. I mean, I guess, 80% of consumers have said that they have changed brands because of poor customer experience. That's a huge financial cost. And organizations that deliver better customer experience have over 200% more shareholder value delivered back. So, we've got a great business case\ and a great platform, where do we point the gun? >> You know, they bring up a good point, I want to hear your thoughts. Dave and I, internally our research team, had looked at all the successful companies that we cover. >> Yeah >> And look at the successful ones, and, you know, the not so successful ones, and look at why they are successful. And the winners, at the top of the heap, have design thinking in all of their methodologies. >> Yes >> We just had Accenture's Innovation kickoff last week. Design thinking is at the core of this. Can you give us your view on why that's the case? I mean, I'll see, I'm thinking design, is that just customer experience? Is having more or other impacts in terms of other aspects of tech, why is design thinking such a critical component, design thinking a critical component, of these new innovations? >> 'Cause I think people are, okay. So I think thinking is the operative word there. You've got to think about your customer and what they want from you. And what you've got to think about is how do I deliver a service that is compelling to you, rather than a product you may want through a channel you may choose to buy on? So, if you look at all of those organizations, they've gone through that process of thinking, "How does digital improve my customer relationship?" Because ultimately, if you don't own your customer, then you're out of business really soon. >> Marcus, bring intelligent enterprise now in context to that. Does that close the loop on intelligent enterprise equals customer relationships and impact on outcome? Am I, how does that-- >> Intelligent enterprise definitely plays a part in that, right? So I mean, when we're looking at the intelligent enterprise, especially the intelligent suite, we're really tying all the interim components together. Whether it's dealing with your employees, your suppliers, or your customers, right? So, it's really about the full end-to-end process. My particular area is around the digital core, so that's order to cash, procure to pay, order fulfillment, revenue, these are mission critical applications, right? So, when it comes to making that transformation this is not just some thing that you want to take lightly. That's where the partnership with IBM and SAP really counts. 'Cause those are the sort of partners that you want with that kind of transformation. >> You know what's interesting John? I'll make an observation. If we go back to the early days of ERP >> Yeah >> It wasn't clear that SAP was going to win. It was hard to squint through. But if you could've bet on the companies, invested in the companies who adopted ERP early, despite its complexity and the time it took, you actually could have made a lot of money. Because those companies won in the end. And I feel like you guys are on the cusp of the intelligent enterprise narrative of the next wave of competitive advantage. >> If you combine experiential data with operational data, we're going to blow past the competition and create a whole new market category. Thanks for that observation. I completely agree. >> Yeah, and it's back to your front office back office qualigers and that's why McDermott was all giddy about the acquisition. He was like a kid in a candy store. >> We're all in. >> A spring in his step. >> We're all in. >> We don't want Billy, he's already cool. >> Be bold, be bold >> Yeah. He must do a lot of handshakes. Guys, thanks for coming on theCube. Thanks for sharing that insight. Thanks for clarifying the SAP position. Great innovation. Love following you guys, we think highly of the company. Been following you guys for 10 years and look forward to continuing to track it. SAP here on theCUBE talking about innovation, design thinking, customer experience, and intelligent enterprise. theCUBE is bringing all that intelligent data to you live here in Moscone. Stay with us for more coverage after this short break. (techno music)

>> From Orlando, Florida, it's theCUBE! Covering SAP SAPPHIRE NOW 2018. Brought to you by NetApp. >> Welcome to the CUBE we are in Orlando, at SAP SAPPHIRE 2018, I'm Lisa Martin with Keith Townsend as my co-host. We're in the NetApp booth, and we are very excited to talk to the VP of the Chief Customer Office at SAP, Mark Marcus, Mark, welcome to theCUBE. >> Thank you, glad to be here I appreciate it. >> This event is enormous. One of the things that really struck me in Bill McDermott's key note was, you know, we always here about, oh we are expecting 20 thousand people, he talked about a million people engaging with SAP SAPPHIRE this week, via the in person, and the live, and the on demand video experiences. Massive! 390 thousand customers, hundreds of customer sessions the voice of the customer validating SAP as one of the world's most valuable brands is not only pervasive here its palpable. So talk to us about the Chief Customer Office. What is it, what's it's mission, why was it created? >> Yes, okay that's a great, a great way, so first of all thank you, I appreciate you being here, I live in Orlando so it's great to see this event in my-- People wonder why SAPPHIRE is actually in Orlando, it's because I live here. (all laughing) >> You're the reason! >> You're the reason. >> I'm the reason SAPPHIRE is in Orlando, Florida. >> Okay, you heard it, Mark Marcus, you're the reason. >> No, so what happened is, when Bill McDermott came to SAP, he was a different type of leader, and what he wanted to do immediately is start meeting with customers. So what he did is, he started meeting with customers, and he said if you have any questions or problems, give me a call. And so what happened is, his phone started ringing, people needed help, so he needed somebody that could help him with the customers when he ran North America. And so that was the genesis to Chief Customer Office. So we started off, first, we were extremely reactive. And so what I mean by that is, if the customer had a problem, we'd have to go in, and we'd have to help them. And it's much more difficult when you have a problem, then try to prevent a problem. So what we've been doin' the last several years, is trying to be much more proactive, so instead of waiting for the phone to ring, we've been getting with customers, and making sure, you know, as their project start, begin their steering committee meetings and make sure that things go well. >> So, you've taken that more proactive approach, it's almost how the organization's evolved. What is the focus today? >> Yes, well the focus has always been the customer, but I think it's more of, taking the best practices that we've learned, and actually sharing those with the customers, and helping them explain how other people have done their journey, because what you'll find, is people are in different phases of their journey, and what they like to hear more of is, you know, what did other customers do, what did they do right, what did they do wrong, and how can we be more successful? So we've been able to, over the years, if you think about, just to put it in perspective again, there are, SAP North America has 158 thousand customers, and we're only on, my particular team only has about a hundred of those customers, that we have. So it's a very, very small amount, they're are ones that, you know, are strategic to SAP, that we get involved in. But what we're able to do though, is, through social media and other areas is, customers wanna hear what happened, again, in the past, and how we can, you know, learn from that and move forward. >> So, I'm a big social media fan. Twitter handle has 38 thousand followers, which a lot for your focus on a hundred customers, so I think that, that you're echoing the, the theme very well. Talk to us about how it's changed over the past, 14 or so years, shift has focused from on-premises solutions to hybrid-cloud, to cloud analytics, AI, what's the, what are customers talking about? >> I'll tell you what, you're talkin' my language now, (Keith laughing) okay, because what happened is what we did is, actually what I'm in part, what I'm a part of is actually the cloud ambassador program. And so what that is, is it's focusing on our cloud customers so, you know, success factors, Ariba, Concur, and those kinda things, and so, really what happened, is, you know, when SAP, when I came to SAP 14 years ago, it was all on-premise ERP, alright? So it's very contained, very controlled with what people had now there's Cloud's, we're not really sure what customers are doing, how they're interacting with the solutions, and so what we have to do is we really focus, and again, my group is 100% focused in on that, so. What part of our mission has been is, we're not necessarily know what customers are doing, so we're helping to understand what they're doing, and trying to help educate groups inside SAP to be more responsive and help them. >> So you mentioned having responsibility for some strategic accounts, about a hundred. Do those represent kind of a subset of some of the key areas in which you're looking for the voice of the customer, and their practice using your technology to influence the direction of some of the key technologies? >> Yes, 'cause I'd say they're some of the biggest, most strategic customers that we have, and so what we do a lot of is, we're able to, we align directly with the executives, at the customer, so one of things with Chief Customer Office, is we're aligned at the C level, so it's, the CIO, the CEO, the CFO, at that level, so we're able to say we heard directly from the leaders of the companies, our most important customers, key customers, and we're able to take that back the other areas of SAP, and say, this is the what the leadership's demanding, and that's what we're able to help them with. >> So, as we're going through this phase of digital transformation, through a lot of organizations, that audience is even more important than, what?! (chuckles) Tell me how, as digital transformation has become, more than just a buzzword but a imperative from the C-suite, from CEOs to CIOs, CMOs, CDO, all the C's, CXO! How has the conversation between those groups changed, from the SAP perspective? >> Yeah, I'll tell ya, that is, again, I'm not just sayin' that you are, you're hitting exactly what we focus in on because, traditionally SAP has been focused more on the CIO level, so it's more the IT groups of implemented ERP, it's been more of a back-office type solution, well now, what we're finding is the line of businesses are the people that are actually making the decisions. So what we're finding out is that, it's not necessarily so much that the, technically, how they work, it's more the business processes they have, and how we can help actually, basically automate, and help them run more smoothly. >> Yeah, Hasso Plattner actually, and some of the guys this morning during the keynote talked about that, in terms of, customers were saying, you know, I'm getting kind of confused, there's so many different product names, a lot of acquisitions, he was talking about that, we heard from customers that there was confusion there. So when he was talking about, in the context of C4 for example of, making things simpler to understand, but also to your point, the back office and the front office now has to be connected so they also talked about that, in terms of, the integration with SAP Cloud, and how they really focused on enabling wholistic integration because it's the processes that have to now communicate together, so that, a whole, kind of proactive, customer responsiveness, that was really apparent this morning. 46 years young SAP, you have a new initiative about the customer for life, tell us about that. >> Okay, so customer for life is a new initiative that we have, so what I told you, at the Chief Customer Office we've done, we're able to touch very few customers, but, you know, again, you know we have 156 thousand, in SAP North America, you know, multiply that all over the world, I mean, it's many customers, okay. So what we've tried to do, is take what we've done on a small scale in the Chief Customer Office, and make that pervasive throughout the whole company. And so what we're really good at too is actually, you know, understanding what the customers do, finding them a solution, but now what we wanna do is go through the whole life-cycle of what we do so, I mentioned, you know, having a customer executive assigned to every customer. Being able to be part of the steering committees that we have, and being able to follow them through so we can help guide them, so it's not only selling the solutions but actually helping them through all the way, so the new initiative we set is customer for life, it's something that we're rolling out right now, and we've had, and again, it's taking what we did in the Chief Customer Office and, you know, propagating that through the rest of SAP. >> So, this facility, you like to say it, 16 football fields, American football fields, so that's a big facility. I walked the facility this morning, got in about three thousand steps. Hundred plus partners on the floor, ranging from system integrators, technology partners, and infrastructure space, software SIs. Help us understand as SAP, 20 thousand plus people here at the show, a million people online engaging on SAPPHIRE, SAP is becoming a platform company. How has that changed your role, your conversations? >> Well, I think what has happened a lot is, especially in the cloud projects, again I'm gonna focus more on what I'm a part of is, you know, there's a lot of new partners that come up. Because what happened is that, you know, we acquired several companies, we did, you know Concur, Ariba, SuccessFactors, a lot of big companies, and a lot of different partners. So really what our role is, in the Chief Customer Office is, to basically, to help these partners to understand how to work together, and we do a lot of things in meetings, we have, what we do, is, it's usually like the three legged stool, it is, you know, it's SAP, the partner, and the customer together, and we all do that together. And what I've found is, some of the problems that we've had is not neces-- you know, I always say like, how can take the exact same solution, and it works well in one company, and it doesn't work in another company? And what it is, to your point, with all the partners here, is it's communication, are they working together, you know, is the partner, and SAP, and the customer all working together, and so that's what I'm really focused on today is meeting with all the, you know, do the SAPPHIREs, to meet with the partners, to make sure we're aligned, you know, talk about our key customers, and make sure that we're all working together. >> We talked to one of the gentleman yesterday who was running some of the communities around HANA and Leonardo and, just the massive amount of content that is being generated to enable and educate customers across 25 plus industries, was massive, as well as, leveraging that peer validation from customers, like you're saying, you know, some customers in certain industries have a ton of success with the same thing that others customers struggle, depending on a lot of different variables. So that sort of collaboration and communication, even within the SAP communities alone, was very apparent yesterday that that's one of the big drivers, of I'm sure, the customer for life initiative is, as you have evolved, so have your customers. One thing that struck me yesterday was, you know, looking at, you're now number 17 of the World's top most valuable brands up there with Apple, you know, products that we can engage with and, I saw on a bus yesterday some of the messaging, and ERP you can talk to, and hear from. (Keith laughing) So SAP really set a very lofty ambition of being up there with the Amazons, and the Coca-Colas, and the Googles, and now you have technology that people can, you know, like at home with their digital assistant, talk to and communicate with. I thought that was very powerful message. >> And I'd say that's, I'd say too that, you know, I've worked with SAP for 14 years, and when I came to SAP, nobody had really heard of SAP and what they were, they thought maybe, you know, sometimes on TV when you see SAP when it's translated in other languages or something, that's what they think of SAP, they don't really know what the company is but, yeah, it's been great to see how, you know, people would stop you, you know, whether you're wearin', you know, they'll see somethin' on your laptop, on your shirts or somethin' like that, yeah so it's been good. I think that's been a big focus of getting it out because, one thing is is we have 150 million cloud users, that's a lot of people, so a lot of people use SAP, so. Again, one of the cloud products that we have is called Concur, it's for expense and reporting, and so a lot of times people might not've heard of SAP, but they've heard of Concur, because they all do their expenses, that kinda stuff. So, exactly right, it is pretty good, you know, when you have even family members know who SAP is now. They've done a great job, you know, hiring, you know, with the market department and the people they've hired, it's been great, it's been good. >> So, okay, we talked a little bit about analytics and the customer experience as we're looking at intelligent business. Is that a message that's actually resonating with customers in that top 100 strategic accounts, are they using analytics to actually power business, What are some of the data analysis success stories? >> Yeah, I would say that, what I would say is that, what I've found a lot of times is that, you know, people can get the information in, but they need to be able to get the information out. And so, everybody across that has done it, so, I would just say almost every customer we have has basically needed to get that out, and do reporting and those kinda things, you know? So, part of what we do at the Chief Customer Office is, you know, not only, you know, help them with the reports that they have, but to be able to run that kinda stuff. >> You guys also have, you know, some really interesting use-cases, I'm a Formula One fan, I've worked with Formula One before, I'm, I understand it from a fan perspective. You guys are really involved in McLaren Motorsport, for example, from finance, to procurement, to manufacturing. How are you seeing some of these really big use-cases like Formula One, or Coca-Cola, infuse into some of the, you know, the mid-sized businesses, who, you say, might be using Concur for example. What is some of the value that a small company can get from the massive users? >> Yeah, well I'd say there's a lot of things, because what happens is that from those big massive customers that we have, we're able to put together as we call model company. And so what a model company is, is it takes the best practices you have and puts it into more of a, I'd say nothings out-of-the-box, but makes it much more easier to implement, to be able to do it, so what we're able to do is, you know, with the massive amounts of info like McLaren, I think Hasso mentioned what, there's 400 sensors that they're getting on their cars, and that kind of stuff. So basically being able to take all the information that we have, and then from that, distill it down into where it's a very, repeatable type instance we can use for other customers. So there's a lot, I mean that's what we do with a lot of the, what the customers have, we try to get that back to where other people can use it. >> A Formula One car is basically an IOT device. You said 400 sensors, generating a ton of data, per race weekend, times three days, times 20 events a year. I read from Gartner just the other day that by 2020, which is around the corner, there's expected to be 20 billion IOT devices. What are you hearing from your customer base regarding IOT and being able to synchronize this, you know, modern next-gen data center with myriad devices? >> Yeah, so that is one of our top initiatives that we have right now. Because, one of the things that we've done is, we have an offering that we have called Leonardo, and what Leonardo is, it was named after the inventor Leonardo da Vinci, alright? So, you know, in his time he was, you know, a great innovator, actually went and saw his house and went over to Europe, and I've done a lot with Leonardo, you know what I'm sayin'? To be able to do that, right? But what that is, is that's basically all about, you know, getting devices to be able to get that information in. Because what you do is, you have you know, thousands of sensors and stuff like that and a good, you asked me earlier about a good success story on that, is one of the ones that I think resonates the most on that is in Buenos Aires, they have a massive problem with rain, you know, it rains a lot, and they have severe flooding, and the architecture is antiquated. But what they've found, is the reason that they were having these flooding problems, is because the sewers and the drains were all getting clogged up. So what they did was, they put a sensor in every one of the drains to be able to make sure that they were unclogged and they were flowing freely. So what they did is, they were able to, if the water flow started going down they were able to empty out the drains, even with an antiquated sewer system, because they were keeping it aligned with, you know, using Leonardo now, they can go and keep it cleaned out, they've had massive rains and the flooding hasn't really been there where it is, so now, what's interesting is every time I go by and see a gutter that's all clogged up, I think, you know, they need Leonardo to be able to help! >> I was reading as well about Alicia Tillman, your CMO, who's been at the helm for about nine months now and, in the context of this desire to become one of the top global brands with an invisible product, she said, you know, that one of the most important things for SAP right now is brand narrative, messages and campaigns will change quarterly or, every six months as they should but, she said, you know, to be able to show the value of basically under-the-hood software, you've gotta be able to show how it transforms countries, lives, industries, and that's one of the things that I think is very, very palpable here at the event is how much impact SAP is making in, whether it's rhino conservation in Africa or, you know, helping water scarcity in India, the impact, which is really the most, the biggest validation that you get, right from the voice of your customers is massive. >> Yeah, and I'd say to that, you know I like to say that, you know, it sounds like, you know, yes we're a software company, and, you know, that kinda stuff, but, it is really a noble endeavor, because we are doing a lot of things to help people's lives, and to run their businesses better, and what you realize is that, Chief Customer Office sometimes we see that other side when the systems aren't running properly at times, you know, they're usually runnin' right, but sometimes they have problems, and when they do, you can just see the impact you have on, you know, people's lives and businesses and stuff like that, that it is really running, you know, it is core to what you have, you know. So I'll tell you one of the interesting things that SAP's involved in is, they do a lot with instant messaging, so they have a part of, one of the acquisitions we have does instant messaging, well, you don't think about that but like, when you use, let's say, Facebook Messenger, or something like that, those messages go inside an SAP infrastructure at times, right? So imagine, you know, if you can't change messages, or doin' those kinda things, you know, so. You're exactly right, it definitely does, what we're doing does really impact a lot of peoples lives, so it's important. >> Well mark, thanks so much for taking some time to stop by theCUBE and chat with us about what SAP is doing with customers, how they're really symbiotically working together with you to evolve and transform this company. >> I wanna say one other thing too, it's great to work with two professionals here, you guys have really helped me a lot. >> Aww! >> I don't do this a lot, but it really made me feel comfortable, so you, I appreciate your help, thank you. >> Our pleasure, thanks so much! And, so you're the reason SAPPHIRE's in Orlando, are you also the reason they got Justin Timberlake tomorrow night?! (Mark laughing) >> I would like that. But I would like to say real quick, one thing before we cut real quick, I would like to say one thing just about the NetApp partnership we have. So RJ Bibby is the person that I work with at NetApp, and, just what he's done to basically, because NetApp really helps run a lot of our infrastructure inside SAP, so it's success factors, some of the high-availability in things that we have, and just working with RJ, and kinda learning how we, how we work and can help other customers, they've really volunteered to help a lot of our customers, and so, I just wanna thank NetApp again for helping us sponsor this. >> Great, great closing. We wanna thank NetApp for having theCUBE in their booth. Lisa Martin, with Keith Townsend, we are at SAP SAPPHIRE NOW 2018, thanks for watching! (bubbly music)

>>Well, hello everybody. I'm John Walls here with the cube, and we're very happy to continue our coverage here of a splunk.com 21. And today we're going to talk about cyber security. Uh, obviously everybody is well aware of a number of, uh, breaches that have happened around the globe, but you might say there's been a surge in trying to prevent those from happening down the road. And I'm going to let our guests explain that Ryan Covar, who is the security strategist at Splunk. Ryan. Good to see you with, uh, with us here on the cube. Glad you could join us today. >>Thank you very much. I've wished we could have been doing this in person, but such as the time of life we live. >>Yeah. We have learned to live on zoom that's for sure. And, uh, it's the next best thing to being there. So, uh, again, thanks for that. Um, well, let's talk about surge, if you will. Um, uh, I know obviously Splunk and data security go hand in hand that is a high priority with the, with the company, but now you have a new initiative that you're just now rolling out to take that to an even higher level. Tell us about that. >>Yeah, something I'm extremely excited to announce. Uh, it's the first time we're really talking about it is that.com 21, which is wonderful. And it's kind of the culmination of my seven years here at Splunk. Uh, before I came to Splunk, I did about 20 years of cyber security research and defense and nation state hunting and threat intelligence and policy and compliance, and just about everything, uh, public sector in the U S and the UK private sector, a couple of different places. So I've kind of been around the block. And one of the things I've found that I'm really passionate about is just being a network defender or a blue teamer. And a lot of my time here at Splunk has been around that. It's been speaking at conferences, doing research, um, coming up with ways to basically defend organizations, but the tools they have at hand and something that we say Alon is, uh, we, we work on the problems of today and tomorrow, not the distant future, right? >>The really practical things. And we had an, you know, there was a little bit of a thing called solar winds. You might've heard of it. Um, that happened earlier in December and we were able to stand up kind of on an ad hoc ragtag group of Splunkers around the world, uh, in a matter of hours. And we worked about 24 hours for panning over to Australia, into a Mia, and then back over to America and able to publish really helpful work to, for our customers to detect or defend or mitigate against what we knew at the time around solar winds, the attack. And then as time went on, we were continuing to write and create material, but we didn't have a group that was focused on it. We were all kind of chipping in after hours or, you know, deep deprecating, other bits of work. >>And I said, you know, we really need to focus on this. This is a big deal. And how can we actually surge up to meet these needs if you will, uh, the play on the punter. So we created an idea of a small team, a dedicated to current events and also doing security research around the problems that are facing around the world insecurity who use Splunk and maybe even those who don't. And that's where the idea of this team was formed. And we've been working all summer. We're releasing our first research project, excuse me, uh, at.com, which is around supply chain, compromise using jaw three Zeke and Splunk, uh, author by myself and primarily Marcus law era. And we have other research projects coming out every quarter, along with doing this work around, just helping people with any sort of immediate cybersecurity threat that we're able to assist with. >>So what are you hoping that security teams can get out of this work? Obviously you're investing a lot of resources and doing the research, I assume, diversifying, you know, the areas and to which you're, um, exploring, um, ultimately what would be the takeaway if I was on the other end, if I was on the client and what would you hope that I would be, uh, extracting from this work? >>Sure. We want to get you promoted. I mean, that's kind of the, the joke of it, but we, we talk a lot. I want to make everyone in the world who use a Splunk or cybersecurity, looked into their bosses and defend their company as fast and quickly as possible. So one of the big, mandates for my team is creating consumable, actionable work and research. So we, you know, we joke a lot that, you know, I have a pretty thick beard here. One might even call it a neck beard and a lot of people in our community, we create things for what I would call wizards, cybersecurity wizards, and we go to conferences and we talk from wizard to wizard, and we kind of sit on our ivory tower on stage and kind of proclaim out how to do things. And I've sat on the other side and sometimes those sound great, but they're not actually helping people with their job today. And so the takeaway for me, what I hope people are able to take away is we're here for you. We're here for the little guys, the network defenders, we're creating things that we're hoping you can immediately take home and implement and do and make better detections and really find the things that are immediate threats to your network and not necessarily having to, you know, create a whole new environment or apply magic. So >>Is there a difference then in terms of say enterprise threats, as opposed to, if I'm a small business or of a medium sized business, maybe I have four or 500 employees as opposed to four or 5,000 or 40,000. Um, what about, you know, finding that ground where you can address both of those levels of, of business and of concern, >>You know, 20 years ago or 10 years ago? I would've answered that question very differently and I fully acknowledge I have a bias in nation state threats. That's what I'm primarily trained in, however, in the last five years, uh, thanks or not. Thanks to ransomware. What we're seeing is the same threats that are affecting and impacting fortune 100 fortune 10 companies. The entire federal government of the United States are the exact same threats that are actually impacting and causing havoc on smaller organizations and businesses. So the reality is in today's threat landscape. I do believe actually the threat is the same to each, but it is not the same level of capabilities for a 100% or 500 person company to a company, the size of Splunk or a fortune 100 company. Um, and that's something that we are actually focusing on is how do we create things to help every size of that business, >>Giving me the tools, right, exactly. >>Which is giving you the power to fight that battle yourself as much as possible, because you may never be able to have the head count of a fortune 100 company, but thanks to the power of software and tools and things like the cloud, you might have some force multipliers that we're hoping to create for you in a much more package consumable method. >>Yeah. Let's go back to the research that you mentioned. Um, how did you pick the first topic? I mean, because this is your, your splash and, and I'm sure there was a lot of thought put into where do we want to dive in >>First? You know, I'd love to say there was a lot of thought put into it because it would make me sound smarter, but it was something we all just immediately knew was a gap. Um, you know, solar winds, which was a supply chain, compromise attack really revealed to many of us something that, um, you know, reporters had been talking about for years, but we never really saw come to fruition was a real actionable threat. And when we started looking at our library of offerings and what we could actually help customers with, I talked over 175 federal and private sector companies around the world in a month and a half after solar winds. And a lot of times the answer was, yeah, we can't really help you with this specific part of the problem. We can help you around all sorts of other places, but like, gosh, how do you actually detect this? >>And there's not a great answer. And that really bothered me. And to be perfectly honest, that was part of the reason that we founded the team. So it was a very obvious next step was, well, this is why we're creating the team. Then our first product should probably be around this problem. And then you say, okay, supply chain, that's really big. That's a huge chunk of work. So the first question is like, well, what can we actually affect change on without talking about things like quantum computing, right? Which are all things that are, you know, blockchain, quantum computing, these are all solutions that are actually possible to solve or mitigate supply chain compromise, but it's not happening today. And it sure as heck isn't even happening tomorrow. So how do we create something that's digestible today? And so what Marcus did, and one of his true skillsets is really refining the problem down, down, down, down. >>And where can we get to the point of, Hey, this is data that we think most organizations have a chance of collecting. These are methodologies that we think people can do and how can they actually implement them with success in their network. And then we test that and then we kind of keep doing a huge fan of the concept of OODA loop, orient, orient, observe, decide, and act. And we do that through our hypothesizing. We kind of keep looking at that and iterating over and over and over again, until we're able to come up with a solution that seems to be applicable for the personas that we're trying to help. And that's where we got out with this research of, Hey, collect network data, use a tool like Splunk and some of our built-in statistical analysis functions and come out the other side. And I'll be honest, we're not solving the problem. >>We're helping you with the problem. And I think that's a key differentiator of what we're saying is there is no silver bullet and frankly, anyone that tells you they can solve supply chain, uh, let me know, cause I want to join that hot new startup. Um, the reality is we can help you go from a field of haystacks to a single haystack and inside that single haystack, there's a needle, right? And there's actually a lot of value in that because before the PR problem was unapproachable, and now we've gotten it down to saying like, Hey, use your traditional tools, use your traditional analytic craft on a much smaller set of data where we've pretty much verified that there's something here, but look right here. And that's where we kind of focused. >>You talked about, you know, and we all know about the importance and really the emphasis that's put on data protection, right? Um, at the same time, can you use data to help you protect? I mean, is there information or insight that could be gleaned from, from data that whether it's behavior or whatever the case might be, that, that not only, uh, is something that you can operationalize and it's a good thing for your business, but you could also put it into practice in terms of your security practices to >>A hundred percent. The, the undervalued aspect of cybersecurity in my opinion, is elbow grease. Um, you can buy a lot of tools, uh, but the reality is to get value immediately. Usually the easiest place to start is just doing the hard detail oriented work. And so when you ask, is there data that can help you immediately data analytics? Actually, I go to, um, knowing what you have in your network, knowing what you have, that you're actually trying to protect asset and inventory, CMDB, things like this, which is not attractive. It's not something people want to talk about, but it's actually the basis of all good security. How do you possibly defend something if you don't know what you're defending and where it is. And something that we found in our research was in order to detect and find anomalous behavior of systems communicating outbound, um, it's too much. >>So what you have to do is limit the scope down to those critical assets that you're most concerned about and a perfect example of critical asset. And there's no, no shame or victim blaming here, put on solar winds. Uh, it's just that, that is an example of an appliance server that has massive impact on the organization as we saw in 2020. And how can you actually find that if you don't know where it is? So really that first step is taking the data that you already have and saying, let's find all the systems that we're trying to protect. And what's often known as a crown jewels approach, and then applying these advanced analytics on top of those crown jewel approaches to limit the data scope and really get it to just what you're trying to protect. And once you're positive that you have that fairly well defended, then you go out to the next tier and the next tier in next year. And that's a great approach, take things you're already doing today and applying them and getting better results tomorrow. >>No, before I let you go, um, I I'd like to just have you put a, uh, a bow on surge, if you will, on that package, why is this a big deal to you? It's been a long time in the making. I know you're very happy about the rollout of this week. Um, you know, what's the impact you want to have? Why is it important? >>We did a lot of literature review. I have a very analytical background. My time working at DARPA taught me a lot about doing research and development and on laying out the value of failure, um, and how much sometimes even failing as long as you talk about it and talk about your approach and methodology and share that is important. And the other part of this is I see a lot of work done by many other wonderful organizations, uh, but they're really solving for a problem further down the road or they're creating solutions that not everyone can implement. And so what I think is so important and what's different about our team is we're not only thinking differently, we're hiring differently. You know, we have people who have a threat intelligence background from the white house. We have another researcher who did 10 years at DARPA insecurity, research and development. >>Uh, we've recently hired a, a former journalist who she's made a career pivot into cybersecurity, and she's helping us really review the data and what people are facing and come up with a real connection to make sure we are tackling the right problems. And so to me, what I'm most excited about is we're not only trying to solve different problems. And I think what most of the world is looking at for cybersecurity research, we've staffed it to be different, think different and come up with things that are probably a little less, um, normal than everyone's seen before. And I'm excited about that. >>Well, and, and rightly so, uh, Ryan, thanks for the time, a pleasure to have you here on the cube and, uh, the information again, the initiative is Serge, check it out, uh, spunk very much active in the cyber security protection business. And so we have certainly appreciate that effort. Thank you, Ryan. >>Well, thank you very much, John. You bet Ryan, >>Covar joining us here on our cube coverage. We continue our coverage of.com for 21.

>> Welcome to this IBM Watson Health client conversation. And we're probing the dynamics of the relationship between IBM and it's clients. We're going to look back at some of the challenges of 2020 and look forward to, you know, present year's priorities. We'll also touch on the future state of healthcare. My name is Dave Vellante. I'll be your host and I'm from theCUBE. And with me are Doctor Alex Towbin, who's Associate Chief Clinical Operations and Informatics at Cincinnati ChilDoctoren's Hospital and John Chrisman of course from IBM Watson health. Welcome gentlemen, Good to see you. Thanks for coming on. >> Thanks for having us. >> Yeah, thanks for having me. >> Yeah I know from talking to many clients around the world, of course virtually this past year, 11 months or so that relationships with technology partners they've been critical over during the pandemic to really help folks get through that. Not that we're through it yet but, we're still through the year now, there's I'm talking professionally and personally and Doctor Towbin, I wonder if you could please talk about 2020 and what role the IBM partnership played in helping Cincinnati children's, you know press on in the face of incredible challenges? >> Yeah, I think our story of 2020 really starts before the pandemic and we were fortunate to be able to plan a disaster and do disaster drill scenarios. And so, as we were going through those disaster drill scenarios, we were trying to build a solution that would enable us to be able to work if all of our systems were down and we worked with IBM Watson Health to design that solution to implement it, it involves using other solutions from our primary one. And we performed that disaster drill in the late January, early February timeframe of 2020. And while that drill had nothing to do with COVID it got us thinking about how to deal with a disaster, how to prepare for a disaster. And so we've just completed that and COVID was coming on the horizon. I'm starting to hear about it coming into the U.S for the first time. And we took that very seriously on our department. And so, because we had prepared for this this disaster drill had gone through the entire exercise and we built out different scenarios for what could happen with COVID what would be our worst case scenarios and how we would deal with them. And so we were able to then bring that to quickly down to two options on how our department and our hospital would handle COVID and deal with that within the radiology department and like many other sites that becomes options of working from home or working in a isolated way and an and an office scenario like where I'm sitting now and we planned out both scenarios and eventually made the decision. Our decision at that point was to work in our offices. We're fortunate to have private offices where we can retreat to and something like that. And so then our relationship with IBM was helpful and that we needed to secure more pieces of hardware. And so even though IBM is our PACS vendor and our enterprise imaging vendor, they also help us to secure the high resolution monitors that are needed. And we needed a large influx of those during the pandemic and IBM was able to help us to get those. >> Wow! So yeah you were able to sort of test your organization resilience before the pandemic. I mean, John, that's quite an accomplishment for last year. I'm sure there are many others. I wonder if one of you could pick it up from here and bring your perspectives into it and, you know maybe ask any questions that you would like to ask them. >> Yeah, sure, Doctor Towbin, that's great that we were able to help you with the hardware and procure things. So I'm just curious before the pandemic how many of the radiologists ever got to read from home, was that a luxury back then? And then post pandemic, are you guys going to shift to how many are on-site versus remote? >> Yeah, so we have a couple of scenarios. We've had talk about it both from our PACS perspective as well as from our VNA enterprise imaging perspective from PACS perspective we always designed our solution to be able to work from a home machine. Our machines, people would access that through a hospital-based VPN. So they would log in directly to VPN and then access the PACS that way. And that worked well. And many of our radiologists do that particularly when they're on call works best for our neuroradiologist who are on call a little bit more frequently. And so they do read from home in that scenario. With enterprise imaging and are used to the enterprise viewer and iConnect access. We always wanted that solution to work over the internet. And so it's set up securely through the internet but not through the VPN. And we have radiologists use that as a way to view studies from home, even not from home, so it can be over one of their mobile devices, such as an iPad and could be at least reviewing studies then. We, for the most part for our radiologist in the hospital that's why we made the decision to stay in the hospital. At COVID time, we have such a strong teaching mission in our department in such a commitment to the education of our trainees. We think that hospital being in the hospital is our best way to do that, it's so hard. We find to do it over something like zoom or other sharing screen-sharing technology. So we've stayed in and I think we'll continue to stay in. There will be some of those needs from a call perspective for example, reading from home, and that will continue. >> And then what's your success been with this with the technology and the efficiency of reading from home? Do you feel like you're just as efficient when you're at home versus onsite? >> The technology is okay. The, our challenges when we're reading from the PACS which is the preferred way to do it rather than the enterprise archive, the challenge is we have to use the PACS So we have to be connected through VPN which limits our bandwidth and that makes it a little bit slower to read. And also the dictation software is a little bit slower when we're doing it. So moving study to study that rapid turnover doesn't happen but we have other ways to make, to accelerate the workflow. We cashed studies through the worklist. So they're on the machine, they load a little bit more rapidly and that works pretty well. So not quite as fast, but not terrible. >> We appreciate your partnership. I know it's been going on 10 years. I think you guys have a policy that you have to look at the market again every 10 years. So what do you think of how the market's changed and how we've evolved with the VNA and with the zero footprint viewers? A lot of that wasn't available when you initially signed up with Amicas years ago, so. >> Yeah, we signed up so we've been on this platform and then, you know now the IBM family starting in 2010, so it's now now 11 years that we're, we've been on as this version of the PACS and about eight, seven or eight years from the iConnect platform. And through that, we've seen quite an evolution. We were one of the first Amicas clients to be on version six and one of the largest enterprises. And that went from, we had trouble at the launch of that product. We've worked very closely with Amicas then to merge. And now IBM from the development side, as well as the support side to have really what we think is a great product that works very well for us and drives our entire workflow all the operations of our department. And so we've really relished that relationship with now IBM. And it's been a very good one, and it's allowed us to do the things like having disaster drill planning that we talked about earlier as far as where I see the market I think PACS in particular is on the verge of the 3.0 version as a marketplace. So PACSS 1 one was about building the packs, I think, and and having electronic imaging digital imaging, PACS 2.0 is more of web-based technology, getting it out of those private networks within a radiology department. And so giving a little bit more to the masses and 3.0 is going to be more about incorporating machine learning. I really see that as the way the market's going to go and to where I think we're at the infancy of that part of the market now about how do you bring books in for machine learning algorithms to help to drive workflow or to drive some image interpretation or analysis, as far as enterprise imaging, we're on the cusp of a lot there as well. So we've been really driving deep with enterprise imaging leading nationally enterprise imaging and I have a role in the MSAM Enterprise Imaging Community. And through all of that work we've been trying to tackle works well from enterprise imaging point of view the challenges are outside of radiology, outside of cardiology and the places where we're trying to deal with medical photos, the photographs taken with a smart device or a digital camera of another type, and trying to have workflow that makes sense for providers not in those specialty to that don't have tools like a DICOM modality workloads store these giant million-dollar MRI scanners that do all the work for you, but dealing with off the shelf, consumer electronics. So making sure the workflow works for them, trying to tie reports in trying to standardize the language around it, so how do we tag photos correctly so that we can identify relevancy all of those things we're working through and are not yet standard within our, within the industry. And so we're doing a lot there and trying and seeing the products in the marketplace continuing to evolve around that on the viewer side, there's really been a big emergence as you mentioned about the zero footprint viewers or the enterprise viewer, allowing easy access easy viewing of images throughout the enterprise of all types of imaging through obtained in the enterprise and will eventually incorporate video pathology. The market is also trying to figure out if there can be one type of viewer that does them all that and so that type of universal viewer, a viewer that cardiologists can use the same as a radiologist the same as a dermatologist, same as a pathologist we're all I think a long way away from that. But that's the Marcus trying to figure those two things out. >> Yeah, I agree with you. I agree with your assessment. You talked about the non DICOM areas, and I know you've you've partnered with us, with ImageMover and you've got some mobile device capture taking place. And you're looking to expand that more to the enterprise. Are you also starting to use the XDS registry? That's part of the iConnect enterprise archive, or as well as wrapping things in DICOM, or are you going to stick with just wrapping things in DICOM? >> Yeah, so far we've been very bunched pro DICOM and using that throughout the enterprise. And we've always thought, or maybe we've evolved to think that there is going to be a role for XDS are I think our early concerns with XDS are the lack of other institutions using it. And so, even though it's designed for portability if no one else reads it, it's not portable. If no one else is using that. But as we move more and more into other specialties things like dermatology, ophthalmology, some of the labeling that's needed in those images and the uses, the secondary uses of those images for education, for publication, for dermatology workflow or ophthalmology workflow, needs to get back to that native file and the DICOM wrap may not make sense for them. And so we've been actively talking about switching towards XDS for some of the non DICOM, such as dermatology. We've not yet done that though. >> Given the era children's hospital has the impact on your patient load, then similar to what regular adult hospitals are, or have you guys had a pretty steady number of studies over the last year? >> In relay through the pandemic, we've had, it has been decreased, but children fortunately have not been as severely affected as adults. There is definitely disease in children and we see a fair amount of that. There are some unique things that happen in kids but that fortunately rare. So there's this severe inflammatory response that kids can get and can cause them to get very sick but it is quite rare. Our volumes are, I think I'm not I think our volumes are stable and our advanced imaging things like CT, MRI, nuclear medicine, they're really most decreased in radiography. And we see some weird patterns, inpatient volumes are relatively stable. So our single view chest x-rays, for example, have been stable. ER, visits are way down because people are either wearing masks, isolating or not wanting to come to the ER. So they're not getting sick with things like the flu or or even common colds or pneumonias. And so they're not coming into the ER as much. So our two view x-rays have dropped by like 30%. And so we were looking at this just yesterday. If you follow the graphs for the two we saw a dip of both around March, but essentially the one view chest were a straight line and the two view chest were a straight line and in March dropped 30 to 50% and then stayed at that lower level. Other x-rays are on the, stay at that low level side. >> Thanks, I know in 2021 we've got a big upgrade coming with you guys soon and you're going to stay in our standalone mode. I understand what the PACSS and not integrate deeply to the VNA. And so you'll have a couple more layers of storage there but can you talk about your excitement about going to 8.1 and what you're looking forward to based on your testimony. >> Yeah we're actually in, we're upgrading as we're talking which is interesting, but it's a good time for talking. I'm not doing that part of the work. And so our testing has worked well. I think we're, we are excited. We, you know, we've been on the product as I mentioned for over 10 years now. And for many of those years we were among the first, at each version. Now we're way behind. And we want to get back up to the latest and greatest and we want to stay cutting edge. There've been a lot of reasons why we haven't moved up to that level, but we do. We're very careful in our testing and we needed a version that would work for us. And there were things about previous versions that just didn't and as you mentioned, we're staying in that standalone mode. We very much want to be on the integrated mode in our future because enterprise imaging is so important and understanding how the comparisons fit in with the comparison in dermatology or chest wall deformity clinic, or other areas how those fit into the radiology story is important and it helped me as a radiologist be a better radiologist to see all those other pictures. So I want them there but we have to have the workflow, right. And so that's the part that we're still working towards and making sure that that fits so we will get there. It'll probably be in the next year or two to get to that immigrating mode. >> As you, look at the number of vendors you have I think you guys prefer to have less vendor partners than than more I know in the cardiology area you guys do some cardiology work. What has been the history or any, any look to the future of that related to enterprise imaging? Do you look to incorporate more of that into a singular solution? >> Cardiology is entirely part of our enterprise imaging solution. We all the cardiology amendments go to our vendor neutral archive on the iConnect platform. All of them are viewed across the enterprise using our enterprise viewer. They have their unique specialty viewer which is, you know, fine. I'm a believer that specialty, different specialties, deserve to have their specialty viewers to do theirs specialty reads. And at this point I don't think the universal viewer works or makes sense until we have that. And so all the cardiology images are there. They're all of our historical cardiology images are migrated and part of our enterprise solution. So they're part of the entire reference the challenge is they're just not all in PACSS. And so that's where, you know, an example, great example, why we need to get to this to the integrated mode to be able to see those. And the reason we didn't do that is the cardiology archive is so large to add a storage to the PACS archive. Didn't make sense if we knew we were going to be in an integrated mode eventually, and we didn't want to double our PACS storage and then get rid of it a couple of years later. >> So once you're on a new version of merge PACS and you're beyond this, what are your other goals in 2021? Are you looking to bring AI in? Are you using anybody else's AI currently? >> Yeah, we do have AI clinical it's phone age, so it's not not a ton of things but we've been using it clinically, fully integrated, it launches. When I open a study, when I opened a bone age study impacts it launches we have a bone age calculator as well that we've been using for almost two decades now. And so that we have to use that still but launching that automatically includes the patient's sex and birth date, which are keys for determining bone age, and all that information is there automatically. But at the same time, the images are sent to the machine learning algorithm. And in the background the machine determines a bone age that in the background it sends it straight to our dictation system and it's there when we opened the study. And so if I agree with that I signed the report and we're done. If I disagree, I copy it from my calculator and put it in until it takes just a couple of clicks. We are working on expanding. We've done a lot of research in artificial intelligence and the department. And so we've been things are sort of in the middle of translation of moving it from the research pure research realm to the clinical realm, something we're actively working on trying to get them in. Others are a little bit more difficult. >> That's the question on that John, Doctor, when you talk about injecting, you know machine intelligence into the equation. >> Yeah. >> What, how do you sort of value that? Does that give you automation? Does it improve your quality? Does it speed the outcome and maybe it's all of those but how do you sort of evaluate the impact to your organisation? >> I there's a lot of ways you can do it. And you touched on one of my favorite one of my favorite talking points, in a lot of what we've been doing and early machine learning is around image interpretation helping me as a radiologist to see a finding. Unfortunately, most of the things are fairly simple tasks that it's asking us to do. Like, is there a broken bone? Yes or no, I'm not trying to sound self-congratulatory or anything, but I'm really good at finding broken bones. I get, I've been doing it for a long time and, and radio, you know so machines doing that, they're going to perform as well as I can perform, you know, and that's the goal. Maybe they'll perform a little bit better maybe a little bit worse but we're talking tiny increments there they're really to me, not much value of that it's not something I would want. I don't value that at a time where I think machine learning can have real value around more on some of the things that you mentioned. So can it make me more efficient? Can it do the things that are so annoying that and they'd take, they're so tedious that they make me unhappy. A lot of little measurements for example are like that an example. So in a patient with cancer, we measure a little tumors everywhere and that's really important for their care, but it's tedious and so if a machine could do that in an automated way and I checked it that, you know, patient when because he or she can get that good quality care and I have a, you know, a workflow efficiency game. So that one's important. Another one that would be important is if the machine can see things I can't see. So I'm really good at finding fractures. I'm not really good at understanding what all the pixels mean and, you know in that same patient with cancer, oh what do all the pixels mean in that tumor? I know it's a tumor. I can see the tumor, I can say it's a tumor but sometimes those pixels have a lot of information in them and may give us prognosis, you know, say that this patient may, maybe this patient will do well with this specific type of chemotherapy or a specific or has a better prognosis with one with one drug compared to another. Those are things that we can't usually pick out. You know, it's beyond the level of that are I can perceive that one is really the cutting edge of machine learning. We're not there yet and then the other thing are things that, you know just the behind the scenes stuff that I don't necessarily need to be doing, or, you know so it's the non interpretive artificial intelligence. >> Dave: Right. >> And that's what I've been also trying to push. So an example of when the algorithms that we've been developing here we check airways. And this is a little bit historical in our department, but we want to make sure we're not missing a severe airway infection. That can be deadly, it's incredibly rare. Vaccines have made it go away completely but we still check airways. And so what happens is the technologist takes the x-ray. They come in to ask us if it's okay, we are interrupted from what we're doing. We open up the study, say yes or no. Okay, not okay, if it's not okay they go back, take another study. Then come back to us again and say, is it okay or not? And we repeat this a couple of times it takes them time that they don't need to spend and takes us time. And so we have, we've built an algorithm where the machine can check that and their machine is as good or a little bit worse than us, but give can give that feedback. >> Dave: Got it. >> The challenge is getting that feedback to the technologist quickly. And so that's, that's I think part for us to work on stuff. >> Thank you for that. So, John, we've probably got three or four minutes left. I'll let you bring it home and appreciate that Doctor Towbin >> I think one of the biggest impacts probably I knew this last year with the pandemic, Doctor Towbin is this, I know you're a big foodie. So having been to some good restaurants and dinners with the hot nurse in a house how's the pandemic affected you personally. And some of the things you like to do outside of work. >> Everything is shut down. And everything has changed. I have not left the house since March besides come to work and my family hasn't either. And so we're hardcore quarantining and staying you know, staying out and keeping it home. So we've not gone out to dinner or done much else. >> So its DoorDash and Uber Eats or just learned to cook at home. >> It's all cooking at home. We're fortunate, my wife loves to cook. My kids love to cook. I enjoy cooking, but I don't have the time as often. So we've done a lot of different are on our own experimenting. Maybe when the silver lining one of the things I've really relished about all this is all this time I get to spend with my family. And that closeness that we've been able to achieve because of being confined in our house the whole time. And so I've played get to play video games with my kids every night. We'd been on a big Fortnite Keck lately since it's been down making. So we've been playing that every night since we've watched movies a lot. And so as a family, we've, I it's something I'll look back fondly even though it's been a very difficult time but it's been an enjoyable time. >> I agree, I've enjoyed more family time this year as well, but final question is in 2021, beyond the PACS upgrade what are the top other two projects that you want to accomplish with us this year? And how can we help you? >> I think our big one is are the big projects are unexpanded enterprise imaging. And so we want to continue rolling out to other areas that will include eventually incorporating scopes, all the images from the operating room. We need to be able to get into pathology. I think the pathology is really going to be a long game. Unfortunately, I've been saying that already for 10 years and it's still probably another 10 years ago but we need to go. We can start with the gross pathology images all the pictures that we take for tumor boards and get those in before we start talking about whole slide scanning and getting in more of the more of the photographs in the institution. So we have a route ambulatory but we need inpatient and ER. >> All right one last question. What can IBM do to be a better partner for you guys? >> I think it's keep listening keep listening and keep innovating. And don't be afraid to be that innovative partner sort of thinking as the small company that startup, rather than the giant bohemoth that can sometimes happen with large companies, it's harder. It is fear to turn quickly, but being a nimble company and making quick decisions, quick innovations. >> Great, quick question. How would you grade IBM, your a tough grader? >> It depends on what I am a tough grader but it depends on what, you know as the overall corporate partnership? >> Yeah the relationship. >> I'd say it's A minus. >> Its pretty good. >> I think, I mean, I, we get a lot of love from IBM. I'm talking specifically in the imaging space. I not, maybe not, I don't know as much on the hardware side but we, yeah, we have a really good relationship. We feel like we're listened to and we're valued. >> All right, well guys, thanks so much. >> So even if it's not an A plus- >> Go ahead. >> I think there's some more to, you know, from the to keep innovating side there's little things that we just let you know we've been asking for that we don't always get but understand the company has to make business decisions not decisions on what's best for me. >> Of course got to hold that carrot out too. Well thanks guys, really appreciate your time. Great conversation. >> Yeah, thank you. >> All right and thank you for spending some time with us. You're watching client conversations with IBM Watson Health.

>>on the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS and our community partners. Hello and welcome back to the Cubes Live coverage Cube live here in Palo Alto, California, with the Virtual Cube this year because we can't be there in person. I'm your host, John Fairy year. We're kicking off Day two of the three weeks of reinvent a lot of great leadership sessions to review, obviously still buzzing from the Andy Jassy three. Our keynote, which had so many storylines, is really hard to impact. We're gonna dig that into into into that today with Jerry Chan, who has been a Cube alumni since the beginning of our AWS coverage. Going back to 2013, Jerry was wandering the hallways as a um, in between. You were in between vm ware and V C. And then we saw you there. You've been on the Cube every year at reinvent with us. So special commentary from you. Thanks for coming on. >>Hey, John, Thanks for having me and a belated happy birthday as well. If everyone out there John's birthday was yesterday. So and hardest. Howard's working man in technology he spent his entire birthday doing live coverage of Amazon re events. Happy birthday, buddy. >>Well, I love my work. I love doing this. And reinvent is the biggest event of the year because it really is. It's become a bellwether and eso super excited to have you on. We've had great conversations by looking back at our conversations over the Thanksgiving weekend. Jerry, the stuff we were talking about it was very proposed that Jassy is leaning in with this whole messaging around change and horizontal scalability. He didn't really say that, but he was saying you could disrupt in these industries and still use machine learning. This was some of the early conversations we were having on the Cube. Now fast forward, more mainstream than ever before. So big, big part of the theme there. >>Yeah, it z you Amazon reinvent Amazon evolution to your point, right, because it's both reinventing what countries are using with the cloud. But also what Amazon's done is is they're evolving year after year with their services. So they start a simple infrastructure, you know, s three and e c. Two. And now they're building basically a lot of what Andy said you actually deconstructed crm? Ah, lot of stuff they're doing around the call centers, almost going after Salesforce with kind of a deconstructed CRM services, which is super interesting. But the day you know, Amazon announces all those technologies, not to mention the AI stuff, the seminar stuff you have slack and inquired by Salesforce for $27.7 billion. So ah, lot of stuff going on in the cloud world these days, and it's funny part of it, >>you know, it really is interesting. You look up the slack acquisition by, um, by Salesforce. It's interesting, you know, That kind of takes slack out of the play here. I mean, they were doing really well again. Message board service turns into, um, or collaboration software. They hit the mainstream. They have great revenue. Is that going to really change the landscape of the industry for Salesforce? They've got to acquire it. It opens the door up from, or innovation. And it's funny you mention the contact Center because I was pressing Jassy on my exclusive one on one with him. Like they said, Andy, my my daughter and my sons, they don't use the phone. They're not gonna call. What's this? Is it a call center deal? And he goes, No, it's the It's about the contact. So think about that notion of the contact. It's not about the call center. It's the point of contact. Okay, Linked in is with Microsoft. You got slack and Salesforce Contact driven collaboration. Interesting kind of play for Microsoft to use voice and their data. What's your take on that? >>I think it's, um you know, I have this framework. As you know, I talked my friend systems of engagement over systems intelligence and systems record. Right? And so you could argue voice email slack because we're all different systems of engagement, and they sit on top of system of record like CRM customer support ticketing HR. Something like that. Now what sells first did by buying slack is they now own a system engagement, right? Not on Lee is slack. A system engagement for CRM, but also system engagement for E. R. P Service. Now is how you interact with a bunch of applications. And so if you think about sales for strategy in the space, compete against Marcus Soft or serves now or other large AARP's now they own slack of system engagement, that super powerful way to actually compete against rival SAS companies. Because if you own the layer engagement layer, you can now just intermediate what's in the background. Likewise, the context center its own voice. Email, chat messaging, right? You can just inter mediate this stuff in the back, and so they're trying to own the system engagement. And then, likewise, Facebook just bought that company customer a week ago for a billion dollars, which also Omni Channel support because it is chat messaging voice. It's again the system engagement between End User, which could be a customer or could be employees. >>You know, this really gonna make Cit's enterprise has been so much fun over the past 10 years, I gotta say, in the past five, you know, it's been even more fun, has become or the new fun area, you know, And the impact to enterprise has been interesting because and we're talking about just engaging system of record. This is now the new challenge for the enterprise. So I wanna get your thoughts, Jerry, because how you see the Sea, X O's and CSOs and the architects out there trying to reinvent the enterprise. Jassy saying Look and find the truth. Be on the right side of history here. Certainly he's got himself service interest there, but there is a true band eight with Cove it and with digital acceleration for the enterprise to change. Um, given all these new opportunities Thio, revolutionize or disrupt or radically improve, what's the C. C X's do? What's your take on? How do you see that? >>It's increasingly messy for the CXS, and I don't I don't envy them, right? Because back in the day they kind of controlled all the I t spend and kind of they had a standard of what technologies they use in the company. And then along came Amazon in cloud all of sudden, like your developers and Dio Hey, let me swipe my credit card and I'm gonna access to a bunch of a P I s around computing stories. Likewise. Now they could swipe the credit card and you strike for billing, right? There's a whole bunch of services now, so it becomes incumbent upon CSOs. They need Thio new set of management tools, right? So not only just like, um, security tools they need, they need also observe ability, tools, understanding what services are being used by the customers, when and how. And I would say the following John like CSOs is both a challenge for them. But I think if I was a C X, so I'll be pretty excited because now I have a bunch of other weapons and other bunch of services I could offer. My end users, my developers, my employees, my customers and, you know it's exciting for them is not only could they do different things, but they also changed how their business being done. And so I think both interact with their end users. Be a chat like slack or be a phone like a contact center or instagram for your for your for your kids. It's actually a new challenge if I were sick. So it's it's time to build again, you know, I think Cove it has said it is time to build again. You can build >>to kind of take that phrase from the movie Shawshank Redemption. Get busy building or get busy dying. Kinda rephrase it there. And that's kind of the theme I'm seeing here because covert kind of forced people saying, Look, this things like work at home. Who would have thought 100% people would be working at home? Who would have thought that now the workloads gonna change differently? So it's an opportunity to deconstruct or distant intermediate these services. And I think, you know, in all the trends that I've seen over my career, it's been those inflection points where breaking the monolith or breaking the proprietary piece of it has always been an opportunity for for entrepreneur. So you know, and and for companies, whether you're CEO or startup by decomposing and you can come in and create value E I think to me, snowflake going public on the back of Amazon. Basically, this is interesting. I mean, so you don't have to be. You could kill one feature and nail it and go big. >>I think we talked to the past like it's Amazon or Google or Microsoft Gonna win. Everything is winner take all winner take most, and you could argue that it's hard to find oxygen as a start up in a broad platform play. But we think Snowflake and other companies have done and comes like mongo DB, for example, elastic have shown that if you can pick a service or a problem space and either developed like I p. That's super deep or own developer audience. You can actually fight the big guys. The Big Three cloud vendors be Amazon, Google or or market soft in different markets. And I think if you're a startup founder, you should not be afraid of competing with the big cloud vendors because there there are success patterns and how you can win and you know and create a lot of value. So I have found Investor. I'm super excited by that because, you know, I don't think you're gonna find a company takedown Amazon completely because they're just the scale and the network effects is too large. But you can create a lot of value and build Valuable comes like snowflake in and around the Amazon. Google Microsoft Ecosystem. >>Yeah, I want to get your thoughts. You have one portfolio we've covered rock rock set, which does a lot of sequel. Um, one of your investments. Interesting part of the Kino yesterday was Andy Jassy kind of going after Microsoft saying Windows sequel server um, they're targeting that with this new, uh, tool, but, you know, sucks in the database of it is called the Babel Fish for Aurora for post Chris sequel. Um, well, how was your take on that? I mean, obviously Microsoft big. Their enterprise sales tactics are looking like more like Oracle, which he was kind of hinting at and commenting on. But sequel is Lingua Franca for data >>correct. I think we went to, like, kind of a no sequel phase, which was kind of a trendy thing for a while and that no sequel still around, not only sequel like mongo DB Document TV. Kind of that interface still holds true, but your point. The world speaks sequel. All your applications be sequel, right? So if you want backwards, compatibility to your applications speaks equal. If you want your tire installed base of employees that no sequel, we gotta speak sequel. So, Rock said, when the first public conversations about what they're building was on on the key with you and Me and vent hat, the founder. And what Rock said is doing their building real time. Snowflake Thio, Lack of better term. It's a real time sequel database in the cloud that's super elastic, just like Snowflake is. But unlike snowflake, which is a data warehouse mostly for dashboards and analytics. Rock set is like millisecond queries for real time applications, and so think of them is the evolution of where cloud databases air going is not only elastic like snowflake in the cloud like Snowflake. We're talking 10 15 millisecond queries versus one or two second queries, and I think what any Jassy did and Amazon with bowel officials say, Hey, Sequels, Legal frank of the cloud. There's a large installed base of sequel server developers out there and applications, and we're gonna use Babel fish to kind of move those applications from on premise the cloud or from old workload to the new workloads. And, I think, the name of the game. For for cloud vendors across the board, big and small startups thio Google markets, often Amazon is how do you reduce friction like, How do you reduce friction to try a new service to get your data in the cloud to move your data from one place to the next? And so you know, Amazon is trying to reduce friction by using Babel fish, and I think it is a great move by them. >>Yeah, by the way. Not only is it for Aurora Post Chris equal, they're also open sourcing it. So that's gonna be something that is gonna be interesting to play out. Because once they open source it essentially, that's an escape valve for locking. I mean, if you're a Microsoft customer, I mean, it ultimately is. Could be that Gateway drug. It's like it is ultimately like, Hey, if you don't like the licensing, come here. Now there's gonna be some questions on the translations. Um, Vince, um, scuttlebutt about that. But we'll see it's open source. We'll see what goes on. Um great stuff on on rocks that great. Great. Start up next. Next, uh, talk track I wanna get with you is You know, over the years, you know, we've talked about your history. We're gonna vm Where, uh, now being a venture capitalist. Successful, wanted Greylock. You've seen the waves, and I would call it the two ways pre cloud Early days of cloud. And now, with co vid, we're kind of in the, you know, not just born in the cloud Total cloud scale cloud operations. This is kind of what jazz he was going after. E think I tweeted Cloud is eating the world and on premise and the edges. What it's hungry for. It kind of goof on mark injuries since quote a software eating the world. This is where it's going. So it's a whole another chapter coming. You saw the pre cloud you saw Cloud. Now we've got basically global I t everything else >>It's cloud only I would say, You know, we saw pre cloud right the VM ware days and before that he called like, you know, data centers. I would say Amazon lawns of what, 6 4007, the Web services. So the past 14 15 years have been what I've been calling cloud transition, right? And so you had cos technologies that were either doing on migration from on premise and cloud or hybrid on premise off premise. And now you're seeing a generation of technologies and companies. Their cloud only John to your point. And so you could argue that this 15 year transitions were like, you know, Thio use a bad metaphor like amphibians. You're half in the water, half on land, you know, And like, you know, you're not You're not purely cloud. You're not purely on premise, but you can do both ways, and that's great. That's great, because that's a that's a dominant architecture today. But come just like rock set and snowflake, your cloud only right? They're born in the cloud, they're built on the cloud And now we're seeing a generation Startups and technology companies that are cloud only. And so, you know, unlike you have this transitionary evolution of like amphibians, land and sea. Now we have ah, no mammals, whatever that are Onley in the cloud Onley on land. And because of that, you can take advantage of a whole different set of constraints that are their cloud. Only that could build different services that you can't have going backwards. And so I think for 2021 forward, we're going to see a bunch of companies or cloud only, and they're gonna look very, very different than the previous set of companies the past 15 years. And as an investor, as you covering as analysts, is gonna be super interesting to see the difference. And if anything, the cloud only companies will accelerate the move of I t spending the move of mawr developers to the cloud because the cloud only technologies are gonna be so much more compelling than than the amphibians, if you will. >>Yeah, insisting to see your point. And you saw the news announcement had a ton of news, a ton of stage making right calls, kind of the democratization layer. We'll look at some of the insights that Amazon's getting just as the monster that they are in terms of size. The scope of what? Their observation spaces. They're seeing all these workloads. They have the Dev Ops guru. They launched that Dev Ops Guru thing I found interesting. They got data acquisition, right? So when you think about these new the new data paradigm with cloud on Lee, it opens up new things. Um, new patterns. Um, S o. I think I think to me. I think that's to me. I see where this notion of agility moves to a whole nother level, where it's it's not just moving fast, it's new capabilities. So how do you How do you see that happening? Because this is where I think the new generation is gonna come in and be like servers. Lambs. I like you guys actually provisioned E c. Two instances before I was servers on data centers. Now you got ec2. What? Lambda. So you're starting to see smaller compute? Um, new learnings, All these historical data insights feeding into the development process and to the application. >>I think it's interesting. So I think if you really want to take the next evolution, how do you make the cloud programmable for everybody? Right. And I think you mentioned stage maker machine learning data scientists, the sage maker user. The data scientists, for example, does not on provisioned containers and, you know, kodama files and understand communities, right? Like just like the developed today. Don't wanna rack servers like Oh, my God, Jerry, you had Iraq servers and data center and install VM ware. The generation beyond us doesn't want to think about the underlying infrastructure. You wanna think about it? How do you just program my app and program? The cloud writ large. And so I think where you can see going forward is two things. One people who call themselves developers. That definition has expanded the past 10, 15 years. It's on Lee growing, so everyone is gonna be developed right now from your white collar knowledge worker to your hard core infrastructure developer. But the populist developers expanding especially around machine learning and kind of the sage maker audience, for sure. And then what's gonna happen is, ah, law. This audience doesn't want to care about the stuff you just mentioned, John in terms of the online plumbing. So what Amazon Google on Azure will do is make that stuff easy, right? Or a starved could make it easy. And I think that the move towards land and services that moved specifically that don't think about the underlying plumbing. We're gonna make it easy for you. Just program your app and then either a startup, well, abstract away, all the all the underlying, um, infrastructure bits or the big three cloud vendors to say, you know, all this stuff would do in a serverless fashion. So I think serverless as, ah paradigm and have, quite frankly, a battlefront for the Big Three clouds and for startups is probably one in the front lines of the next generation. Whoever owns this kind of program will cloud model programming the Internet program. The cloud will be maybe the next platform the next 10 or 15 years. I still have two up for grabs. >>Yeah, I think that is so insightful. I think that's worth calling out. I think that's gonna be a multi year, um, effort. I mean, look at just how containers now, with ks anywhere and you've got the container Service of control plane built in, you got, you know, real time analytics coming in from rock set. And Amazon. You have pinned Pandora Panorama appliance that does machine learning and computer vision with sensors. I mean, this is just a whole new level of purpose built stuff software powered software operated. So you have this notion of Dev ops going to hand in the glove software and operations? Kind of. How do you operate this stuff? So I think the whole new next question was Okay, this is all great. But Amazon's always had this problem. It's just so hard. Like there's so much good stuff. Like, who do you hired operate it? It is not yet programmable. This has been a big problem for them. Your thoughts on that, >>um e think that the data illusion around Dev ops etcetera is the solution. So also that you're gonna have information from Amazon from startups. They're gonna automate a bunch of the operations. And so, you know, I'm involved to come to Kronos Fear that we talked about the past team kind of uber the Bilson called m three. That's basically next generation data dog. Next generation of visibility platform. They're gonna collect all the data from the applications. And once they have their your data, they're gonna know how to operate and automate scaling up, scaling down and the basic remediation for you. So you're going to see a bunch of tools, take the information from running your application infrastructure and automate exactly how to scale and manager your app. And so AI and machine learning where large John is gonna be, say, make a lot of plumbing go away or maybe not completely, but lets you scale better. So you, as a single system admin are used. A single SRE site reliability engineer can scale and manage a bigger application, and it's all gonna be around automation and and to your point, you said earlier, if you have the data, that's a powerful situations. Once have the data can build models on it and can start building solutions on the data. And so I think What happens is when Bill this program of cloud for for your, you know, broad development population automating all this stuff becomes important. So that's why I say service or this, You know, automation of infrastructure is the next battleground for the cloud because whoever does that for you is gonna be your virtualized back and virtualized data center virtualized SRE. And if whoever owns that, it's gonna be a very, very strategic position. >>Yeah, it's great stuff. This is back to the theme of this notion of virtualization is now gone beyond server virtualization. It's, you know, media virtualization with the Cube. My big joke here with the Q virtual. But it's to your point. It's everything can now be replicated in software and scale the cloud scale. So it's super big opportunity for entrepreneurs and companies. Thio, pivot and differentiate. Uh, the question I have for you next is on that thread Huge edge discussion going on, right. So, you know, I think I said it two years ago or three years ago. The data center is just a edges just a big fat edge. Jassy kind of said that in his keynote Hey, looks at that is just a Nedum point with his from his standpoint. But you have data center. You have re alleges you've got five G with wavelength. This local zone concept, which is, you know, Amazon in these metro areas reminds me the old wireless point of presence kind of vibe. And then you've got just purpose built devices like cameras and factory. So huge industrial innovation, robotics, meet software. I mean, whole huge edge development exploding, Which what's your view of this? And how do you look at that from? Is an investor in industry, >>I think edges both the opportunity for start ups and companies as well as a threat to Amazon, right to the reason why they have outposts and all the stuff the edges if you think about, you know, decentralizing your application and moving into the eggs from my wearable to my home to my car to my my city block edges access Super interesting. And so a couple things. One companies like Cloudflare Fastly company I'm involved with called Kato Networks that does. SAS is secure access service edge write their names and the edges In the category definition sassy is about How do you like get compute to the edge securely for your developers, for your customers, for your workers, for end users and what you know comes like Cloudflare and Kate have done is they built out a network of pops across the world, their their own infrastructure So they're not dependent upon. You know, the big cloud providers, the telco providers, you know, they're partnering with Big Cloud, their parting with the telcos. But they have their own kind of system, our own kind of platform to get to the edge. And so companies like Kato Networks in Cloud Player that have, ah, presence on the edge and their own infrastructure more or less, I think, are gonna be in a strategic position. And so Kate was seen benefits in the past year of Of of Cove it and locked down because more remote access more developers, Um, I think edge is gonna be a super great area development going forward. I think if you're Amazon, you're pushing to the edge aggressively without post. I think you're a developer startup. You know, creating your own infrastructure and riding this edge wave could be a great way to build a moat against a big cloud guy. So I'm super excited. You think edge in this whole idea of your own infrastructure. Like what Kato has done, it is gonna be super useful going forward. And you're going to see more and more companies. Um, spend the money to try to copy kind of, ah, Cloudflare Kato presence around the world. Because once you own your own kind of, um, infrastructure instead of pops and you're less depend upon them a cloud provider, you're you're in a good position because there's the Amazon outage last week and I think like twilio and a bunch of services went down for for a few hours. If you own your own set of pops, your independent that it is actually really, really secure >>if you and if they go down to the it's on you. But that was the kinesis outage that they had, uh, they before Thanksgiving. Um, yeah, that that's a problem. So on this on. So I guess the question for you on that is that Is it better to partner with Amazon or try to get a position on the edge? Have them either by you or computer, create value or coexist? How do you see that that strategy move. Do you coexist? Do you play with them? >>E think you have to co exist? I think that the partner coexist, right? I think like all things you compete with Amazon. Amazon is so broad that will be part of Amazon and you're gonna compete with and that's that's fair game, you know, like so Snowflake competes against red shift, but they also part of Amazon's. They're running Amazon. So I think if you're a startup trying to find the edge, you have to coexist in Amazon because they're so big. Big cloud, right, The Big three cloud Amazon, Google, Azure. They're not going anywhere. So if you're a startup founder, you definitely coexist. Leverage the good things of cloud. But then you gotta invest in your own edge. Both both figure early what? Your edge and literally the edge. Right. And I think you know you complement your edge presence be it the home, the car, the city block, the zip code with, you know, using Amazon strategically because Amazon is gonna help you get two different countries, different regions. You know you can't build a company without touching Amazon in some form of fashion these days. But if you're a star found or doing strategically, how use Amazon and picking how you differentiate is gonna be key. And if the differentiation might be small, John. But it could be super valuable, right? So maybe only 10 or 15%. But that could be ah Holton of value that you're building on top of it. >>Yeah, and there's a little bit of growth hack to with Amazon if you you know how it works. If you compete directly against the core building blocks like a C two has three, you're gonna get killed, right? They're gonna kill you if the the white space is interest. In the old days in Microsoft, you had a white space. They give it to you or they would roll you over and level you out. Amazon. If you're a customer and you're in a white space and do better than them, they're cool with that. They're like, basically like, Hey, if you could innovate on behalf of the customer, they let you do that as long as you have a big bill. Yeah. Snowflakes paying a lot of money to Amazon. Sure, but they also are doing a good job. So again, Amazon has been very clear on that. If you do a better job than us for, the customer will do it. But if they want Amazon Red Shift, they want Amazon Onley. They can choose that eso kind of the playbook. >>I think it is absolutely right, John is it sets from any jassy and that the Amazon culture of the customer comes first, right? And so whatever is best for the customer that's like their their mission statement. So whatever they do, they do for the customer. And if you build value for the customer and you're on top of Amazon, they'll be happy. You might compete with some Amazon services, which, no, the GM of that business may not be happy, but overall. Net Net. Amazon's getting a share of those dollars that you're that you're charging the customer getting a share of the value you're creating. They're happy, right? Because you know what? The line rising tide floats all the boats. So the Mork cloud usage is gonna only benefit the Big Three cloud providers Amazon, particularly because they're the biggest of the three. But more and more dollars go the cloud. If you're helping move more. Absolute cloud helping build more solutions in the cloud. Amazon is gonna be happy because they know that regardless of what you're doing, you will get a fraction of those dollars. Now, the key for a startup founder and what I'm looking for is how do we get mawr than you know? A sliver of the dollars. How to get a bigger slice of the pie, if you will. So I think edge and surveillance or two areas I'm thinking about because I think there are two areas where you can actually invest, own some I p owned some surface area and capture more of the value, um, to use a startup founder and, you know, are built last t to Amazon. >>Yeah. Great. Great thesis. Jerry has always been great. You've been with the Cube since the beginning on our first reinvented 2013. Um, and so we're now on our eighth year. Great to see your success. Great investment. You make your world class investor to great firm Greylock. Um great to have you on from your perspective. Final take on this year. What's your view of Jackie's keynote? Just in general, What's the vibe. What's the quick, um, soundbite >>from you? First, I'm so impressed and you can do you feel like a three Archy? No more or less by himself. Right then, that is, that is, um, that's a one man show, and I'm All of that is I don't think I could pull that off. Number one. Number two It's, um, the ability to for for Amazon to execute at so many different levels of stack from semiconductors. Right there, there there ai chips to high level services around healthcare solutions and legit solutions. It's amazing. So I would say both. I'm impressed by Amazon's ability. Thio go so broad up and down the stack. But also, I think the theme from From From Andy Jassy is like It's just acceleration. It's, you know now that we will have things unique to the cloud, and that could be just a I chips unique to the cloud or the services that are cloud only you're going to see a tipping point. We saw acceleration in the past 15 years, John. He called like this cloud transition. But you know, I think you know, we're talking about 2021 beyond you'll see a tipping point where now you can only get certain things in the cloud. Right? And that could be the underlying inference. Instances are training instances, the Amazons giving. So all of a sudden you as a founder or developer, says, Look, I guess so much more in the cloud there's there's no reason for me to do this hybrid thing. You know, Khyber is not gonna go away on Prem is not going away. But for sure. We're going to see, uh, increasing celebration off cloud only services. Um, our edge only services or things. They're only on functions that serve like serverless. That'll be defined the next 10 years of compute. And so that for you and I was gonna be a space and watch >>Jerry Chen always pleasure. Great insight. Great to have you on the Cube again. Great to see you. Thanks for coming on. >>Congrats to you guys in the Cube. Seven years growing. It's amazing to see all the content put on. So you think it isn't? Just Last point is you see the growth of the curve growth curves of the cloud. I'd be curious Johnson, The growth curve of the cube content You know, I would say you guys are also going exponential as well. So super impressed with what you guys have dealt. Congratulations. >>Thank you so much. Cute. Virtual. We've been virtualized. Virtualization is coming here, or Cubans were not in person this year because of the pandemic. But we'll be hybrid soon as events come back. I'm John for a year. Host for AWS reinvent coverage with the Cube. Thanks for watching. Stay tuned for more coverage all day. Next three weeks. Stay with us from around the globe. It's the Cube with digital coverage of aws reinvent 2020 sponsored by Intel >>and AWS. Welcome back here to our coverage here on the Cube of AWS.

>> Hello everybody and welcome back to the cubes coverage of the Snowflake Data Cloud Summit 2020. We're tracking the rise of the Data Cloud, and fresh off the keynotes here, Frank Slootman, the chairman and CEO of Snowflake and Anita Lynch, the vice president of Data Governance at Disney Streaming Services. Folks, welcome. >> Thank you Thanks for having us, Dave, >> I need a Disney plus awesome. You know, we signed up early, watched all the Marvel movies, Hamilton, the new Pixar Movie saw, I haven't gotten into the Mandalorian yet, your favorite, but, (woman laughing) really appreciate you guys coming on. Let me start with Frank. I'm glad you're putting forth this vision around the data cloud, because I never liked the term Enterprise Data Warehouse, what you're doing is so different from the sort of that legacy world that I've known all these years, but start with why the Data Cloud, what problems are you trying to solve? And maybe some of the harder challenges you're seeing. >> Yeah I know, you know we've come a long way in terms of workload execution, right? In terms of scale and performance, you know, concurrent execution, we really taken the lid off sort of the physical constraints that have existed on these types of operations. But there's one problem, that we're not yet solving. And that is the siloing and bunkering of data. And especially in a data is locked in application it is locked data centers, is locked in cloud regions, incredibly hard for data science teams to really, you know, unlock the true value of data. When you can address patterns that exist across a data set. So we're perpetuate, a status we've had forever since the beginning of computing. If we don't start to crack that problem now we have that opportunity. But the notion of a Data Cloud is like basically saying, look folks, you know, we have to start unsiloing and unlocking the data, and bring it into a place, you know, where we can access it, you know, across all these parameters and boundaries that have historically existed. It's very much a step level function. Now the customers have always looked at things one workload at a time, that mentality really has to go. You really have to have a Data Cloud mentality, as well as a workload orientation towards managing data. >> Anita was great hearing your role at Disney, and your keynote, and the work you're doing, the governance work, and you're serving a great number of stakeholders, enabling things like data sharing, you got really laser focused on trust, compliance, privacy. Is this idea of a data clean room is really interesting. You maybe you can expand on some of these initiatives here and share what you're seeing as some of the biggest challenges to success. And of course, the opportunities that you're unlocking. >> Sure. I mean, in my role, leading Data Governance, it's really critical to make sure that all of our stakeholders, not only know what data is available and accessible to them, they can also understand really easily and quickly, whether or not the data that they're using is for the appropriate use case. And so, that's a big part of how we scale data governance, and a lot of the work that we would normally have to do manually, is actually done for us through the data clean rooms. >> Thank you for that. I wonder if you could talk a little bit more about the role of data and how your data strategy has evolved and maybe discuss some of the things that Frank mentioned about data silos, and obviously you can relate to that, having been in the data business for awhile, but wonder if you can elucidate on that. >> Sure. I mean, data complexities are going to evolve over time in any traditional data architecture, simply because you often have different teams at different periods in time, trying to analyze and gather data across a whole lot of different sources. And the complexity that just arises out of that, is, due to the different needs of specific stakeholders. There are time constraints, and quite often it's not always clear, how much value they're going to be able to extract from the data at the outset. So what we've tried to do to help break down those silos, is, allow individuals to see upfront how much value they're going to get from the data, by knowing that it's trustworthy right away . By knowing that it's something that they can use in their specific use case right away. And by ensuring that essentially, as they're continuing to kind of scale the use cases that they're focused on, they're no longer required to make multiple copies of the data, do multiple steps to reprocess the data. And that makes all the difference in the world. >> Yeah, for sure. I mean copy creek, cause it'd be the silent killer. Frank I followed you for a number of years. You're a big thinker. You and I have had a lot of conversations about the near term, mid term and long term. I wonder if you could talk about, you know, when your keynote, you talked about eliminating silos, and connecting across data sources, which really powerful concept, but it really only, if people are willing and able to connect and collaborate, where do you see that happening? Maybe what are some of the blockers there? >> Well, there's certainly a natural friction there. I still remember when we first started to talk to Salesforce, you know, they had, discovered that we were a top three destination of Salesforce data and they were wondering, you know, why that was? And the reason is of course that people take Salesforce data, push it to Snowflake, because they want to overlay it with data outside of Salesforce. You know what it is Adobe or any 6other marketing dataset. And then they want to run very highly skilled processes, you know, on it. But the reflexes in the world of SAS, is always like, no, we're an Island, we're a planet onto ourselves. Everybody needs to come with us as opposed to, we go to a different platform to run these types of processes. It's no different for thee public cloud vendor. They did only, they have, you know, massive moats around, you know, their storage to, you know, to really prevent data from leaving their orbit. So there is natural friction in terms of for this to happen. But on the other hand, you know, there is an enormous need, you know, we can't deliver on the power and potential of data, unless we allow it to come together. Snowflake is the platform that allows that to happen. You know, we were pleased with our relationship with Salesforce because they did appreciate, you know, why this was important and why this was necessary. And we think, you know, other parts of the industry will gradually come around to it as well. So the idea of a Data Cloud has really come. Right, people are recognizing, you know, why does this matters now. It's not going to happen overnight. It is a step what will function a very big change in mentality and orientation. You know? >> Yeah. It's almost as though the sussification of our industry sort of repeated some of the application silos, and build a heart on to and all the processes of(mummers) Okay, here we go. And you're really trying to break that aren't you? >> Yep, exactly. >> Anita, again, I want to come back to this notion of governance. It's so important. It's the first rule in your title, and it really underscores the importance of this. You know, Frank was just talking about some of the hurdles and this is a big one. I mean we saw this in the early days of big data where governance was this afterthought. It was like bolted on kind of wild west. I'm interested in your governance journey. And maybe you can share a little bit about what role Snowflake has played there in terms of supporting that agenda, and kind of what's next on that journey. >> Sure. Well, you know, I've led data teams, in numerous ways over my career, this is the first time, that I've actually had the opportunity to focus on governance. And what it's done, is allowed for my organization to scale much more rapidly. And that's so critically important for our overall strategy as a company. >> Well, I mean, a big part of what you were talking about, at least my inference in your talk, was really that the business folks didn't have to care about, your wonder about they cared about it, but they don't have to wonder about, and about the privacy concerns, et cetera, you've taken care of all that. It's sort of transparent to them. >> Yeah, that's right. Absolutely. So we focus on ensuring compliance across all of the different regions where we operate. We also partner very heavily with our legal and information security teams. They're critical, to ensuring you know, that we're able to do this. We don't do it alone. But governance includes not just, you know, the compliance and the privacy. It's also about data access. And it's also about ensuring data quality. And so all of that comes together under the governance umbrella. I also lead teams that focus on things like instrumentation, which is how we collect data, we focus on the infrastructure, and making sure that we've architected for scale , and all of these are really important components of our strategy. >> So I have a question maybe each of you can answer it. I sort of see this, our industry moving from products to then, to the platforms and platforms even evolving into ecosystems. And then there's this ecosystem of data. You guys both talked a lot about data sharing, but, but maybe Frank, you can start and Anita you can add onto Frank's answer. You obviously both passionate about the use of data and trying to do so in a responsible way, that's critical, but it's also going to have business impact. Frank, where's this passion come from on your side? And how are you putting into action in your own organization? >> Well, you know, I'm really going to date myself here, but you know many years ago, you know, I saw the first glimpse of multidimensional databases that were used for reporting really on IBM mainframes. And it was extraordinarily difficult. We didn't even have the words back then in terms of data, warehouses and business, all these terms didn't exist. People just knew that they want to have a more flexible way of reporting and being able to pivot data, dimensionally, all these kinds of things. And I just by whatever this predates, you know, windows 3.1, which really, you know, set off the whole sort of graphical, you know, way of dealing with systems, which there's not whole generations of people that don't know any different. Right? So I've lived the pain of this problem, and sort of had a front row seat, to watching this transpire over a very long period of time. And that's one of the reasons, you know, why I'm here because I finally seen, you know, a glimpse of, you know, I also, as an industry fully, just unleashing and unlocking the potential. We're not at a place where the technology is ahead of people's ability to harness it. Right. Which we'd never been there before. Right. It was always like we wanted to do things and technology wouldn't let us, it's different now. I mean, people are just, heads are spinning with what's now possible, which is why you see Marcus evolve, you know, very rapidly right now, we were talking earlier about how you can't take, you know, past definitions and concepts and apply them to what's going on in the world. The world's changing right in front of your eyes right now, >> So Anita maybe you could add on to what Frank just said and share some of the business impacts, and outcomes that are notable since you've really applied your love of data and maybe touch culture, data culture. Any words of wisdom for folks in the audience who might be thinking about embarking on a Data Cloud journey, similar to what you've been on. >> Yeah Sure. I think for me, I fell in love with technology first, and then I fell in love with data and I fell in love with data because of the impact that data can have, on both the business, and the technology strategy. And so it's sort of that nexus between all three. And in terms of my career journey and some of the impacts that I've seen. I think with the advent of the Cloud, you know, before, well, how do I say this? Before the cloud actually became so prevalent and such a common part of the strategy that's required, it was so difficult, you know, so painful. It took so many hours to actually, be able to calculate, you know, the volumes of data that we had. Now we have that accessibility. And then on top of it, with the Snowflake Data Cloud, it's much more performance oriented from a cost perspective because you don't have multiple copies of the data, or at least you don't have to have multiple copies of the data. And I think, moving beyond some of the traditional mechanisms for measuring business impact, has only been possible with the volumes of data that we have available to us today. And it's just, it's phenomenal to see the speed at which we can operate and really, truly understand our customer's interests and their preferences, and then tailor the experiences that they really want and deserve for them. It's been a great feeling to get to this point in time. >> That's fantastic. So, Frank, I got to ask you to do so in your spare time you decided to write a book am loving it. I have a signed copy, so I'm going to have to send it back and have you sign it. But, and I love the inside baseball. It's just awesome. So really appreciate that. So, but why did you decide to write a book? >> Well, there were a couple of reasons. Obviously we thought it was an interesting tale to tell for anybody, you know, who is interested in, you know, what's going on? How did this come about? You know, or the characters behind the scenes and all this kind of stuff. But, you know, from a business standpoint, you know, because this is such a step function, it's so non incremental, we felt like we really needed quite a bit of real estate to really lay out, what the full narrative and context is. And, you know, we thought, you know, books titled the rise of the Data Cloud. That's exactly what it is. And we're trying to make the case for that mindset, that mentality, that strategy, because all of us, you know, I think as an industry we're at risk of, you know, persisting, perpetuating, you know, where we've been since the beginning of computing. So we're really trying to make a pretty forceful case for look, you know, there's an enormous opportunity out there, but there's some choices you have to make along the way. >> Guys, we got to leave it there. Frank. I know you and I are going to talk again, Anita, I hope we have a chance to meet face to face and in the cube live someday, your phenomenal guest and what a great story. Thank you both for coming on. Thanks Dave, >> Thank you >> You're welcome to keep it right there, buddy. We'll be back with the next guest right after this short break. (upbeat music)

>> From around the globe. It's theCUBE, with digital coverage of DockerCon Live 2020. brought to you by Docker and its ecosystem partners. >> Hello and welcome to DockerCon 2020. I'm John Furrier here in the DockerCon virtual studios. It's CUBE studios it's theCUBE virtual meets DuckerCon 2020 virtual event with my coach, Jenny Barocio and Peter McKee, as well as Brett Fisher, over on the captains who's doing his sessions. This is the wrap up of the long day of continuous amazing action packed DockerCon 2020. Jenny and Peter, what a day we still got the energy. We can go another 24 hours, let's do it now. This is a wrap up. So exciting day, tons of sessions, great feedback. Twitter's on fire the chats and engagements are on fire, but this is the time where we do the most coveted piece, the community awards, so Jenny, this is the time for you to deliver the drum roll for the community awards, take it away. >> Okay, (mumbles) It's the past few years and have been able to recognize those in the community that deliver so much to everyone else. And even though we're wrapping up here, there is still other content going on because we just couldn't stop till five o'clock. Peter what's happening right now? >> Yeah, so over in the Devs in Action channel, we have earning Docker Daemon with rootless mode. That's still going on, should be a great talk. And then in the How To channel, we have transforming open source into live service with Docker. They're still running now, two great talks. >> Awesome, and then the captains are still going. I think they probably started the after party already, although this channel's going to wait till, you know, 30 more minutes for that one. So if you're an after party mode, definitely go check out after we announced the awards, Brett and Marcos and Jeff and the captain's channel. So, we have some great things to share. And I mentioned it in my last segment, but nothing happens without the collective community. DockerCon is no exception. So, I really just want to take a moment again to thank the Docker team, the attendees, our sponsors and our community leaders and captains. They've been all over the virtual conference today, just like they would have been at a real conference. And I love the energy. You know, as an organizer planning a virtual event, there's always the concern of how it's going to work. Right, this is new for lots of people, but I'm in Florida and I'm thrilled with how everyone showed up today. Yeah, for sure. And to the community done some excellent things, Marcus, over them in the Captain's channel, he has built out PWD play with Docker. So, if you haven't checked that out, please go check that out. We going to be doing some really great things with that. Adding some, I think I mentioned earlier in the day, but we're adding a lot of great content into their. A lot more labs, so, please go check that out. And then talking about the community leaders, you know, they bring a lot to the community. They put there their free time in, right? No one paying them. And they do it just out of sheer joy to give back to the community organizing events. I don't know if you ever organized an event Jenny I know you have, but they take a lot of time, right? You have to plan everything, you have to get sponsors, you have to find out place to host. And now with virtual, you have to figure out how you're going to deliver the feel of a meetup in virtually. And we just had our community summit the other day and we heard from the community leaders, what they're doing, they're doing some really cool stuff. Live streaming, Discord, pulling in a lot of tools to be able to kind of recreate that, feel of being together as a community. So super excited and really appreciate all the community leaders for putting in the extra effort one of these times. >> Yeah, for really adapting and continuing in their mission and their passion to share and to teach. So, we want to recognize a few of those awesome community leaders. And I think we get to it right now Peter, are you ready? >> Set, let's go for it, right away. >> All right, so, the first community leaders are from Docker Bangalore and they are rocking it. Sangam Biradar, Ajeet singh Raina and Saiyam Pathak, thank you all so much for your commitment to this community. >> All right, and the next one we have is Docker Panang. Thank you so much to Sujay Pillai, did a great job. >> Got to love that picture and that shirt, right? >> Yeah. >> All right, next up, we'd love to recognize Docker Rio, Camila Martins, Andre Fernande, long time community leaders. >> Yeah, if I ever get a chance that's. I have a bunch of them that I want to go travel and visit but Rio is on top of list I think. >> And then also-- >> Rio maybe That could be part of the award, it's, you get to. >> I can deliver. >> Go there, bring them their awards in person now, as soon as we can do that again. >> That would be awesome, that'd be awesome. Okay, the next one is Docker Guatemala And Marcos Cano, really appreciate it and that is awesome. >> Awesome Marcos has done, has organized and put on so many meetups this last year. Really, really amazing. All right, next one is Docker Budapest and Lajos Papp, Karoly Kass and Bence Lvady, awesome. So, the mentorship and leadership coming out of this community is fantastic and you know, we're so thrilled to write, now is you. >> All right, and then we go to Docker Algeria. Yeah we got some great all over the country it's so cool to see. But Ayoub Benaissa, it's been great look at that great picture in background, thank you so much. >> I think we need we need some clap sound effects here. >> Yeah where's Beth. >> I'm clapping. >> Lets, lets. >> Alright. >> Last one, Docker Chicago, Mark Panthofer. After Chicago, Docker Milwaukee and Docker Madison one meet up is not enough for Mark. So, Mark, thank you so much for spreading your Docker knowledge throughout multiple locations. >> Yeah, and I'll buy half a Docker. Thank you to all of our winners and all of our community leaders. We really, really appreciate it. >> All right, and the next award I have the pleasure of giving is the Docker Captain's Award. And if you're not familiar with captains, Docker captains are recognized by Docker for their outstanding contributions to the community. And this year's winner was selected by his fellow captains for his tireless commitment to that community. On behalf of Docker and the captains. And I'm sure the many many people that you have helped, all 13.3 million of them on Stack Overflow and countless others on other platforms, the 2020 tip of the Captain's Hat award winner is Brandon Mitchell, so so deserving. And luckily Brandon made it super easy for me to put together this slide because he took his free DockerCon selfie wearing his Captains' Hat, so it worked out perfectly. >> Yeah, I have seen Brandon not only on Stack Overflow, but in our community Slack answering questions, just in the general area where everybody. The questions are random. You have everybody from intermediate to beginners and Brandon is always in there answering questions. It's a huge help. >> Yeah, always in there answering questions, sharing code, always providing feedback to the Docker team. Just such a great voice, both in and out for Docker. I mean, we're so proud to have you as a captain, Brandon. And I'm so excited to give you this award. All right, so, that was the most fun, right? We get to do the community awards. Do you want to do any sort of recap on the day? >> What was your favorite session? What was your favorite tweet? Favorite tweet was absolutely Peter screenshotting his parents. >> Mom mom my dear mom, it's sweet though, that's sweet. I appreciate it, can't believe they gave me an award. >> Yeah, I mean, have they ever seen you do a work presentation before? >> No, they've seen me lecture my kids a lot and I can go on about life's lessons and then I'm not sure if it's the same thing but yeah. >> I don't think so. >> No they have never see me. >> Peter you got to get the awards for the kids. That's the secret to success, you know, and captain awards and the community household awards for the kids. >> Yeah, well I am grooming my second daughter, she teaches go to afterschool kids and never thought she would be interested in programming cause when she was younger she wasn't interested in, but yes, super interested in now I have to, going to bring her into the community now, yeah. >> All right, well, great awards. Jenny is there any more awards, we good on the awards? >> Nope, we are good on the awards, but certainly not the thank yous is for today. It's an absolute honor to put on an event like this and have the community show up, have our speakers show up have the Docker team show up, right? And I'm just really thrilled. And I think the feedback has been phenomenal so far. And so I just really want to thank our speakers and our sponsors and know that, you know, while DockerCon may be over, like what we did today here and it never ends. So, thank you, let's continue the conversation. There's still things going on and tons of sessions on demand now, you can catch up, okay. >> One more thing, I have to remind everybody. I mentioned it earlier, but I got to say it again go back, watch the keynote. And I'll say at this time there is an Easter egg in there. I don't think anybody's found it yet. But if you do, tweet me and might be a surprise. >> Well you guys-- >> Are you watching your tweet feed right now? Because you're going to get quite a few. >> Yeah, it's probably blowing up right now. >> Well you got to get on a keynote deck for sure. Guys, it's been great, you guys have been phenomenal. It's been a great partnership, the co-creation this event. And again, what's blows me away is the global reach of the event, the interaction, the engagement and the cost was zero to attend. And that's all possible because of the sponsors. Again, shout out to Amazon web services, Microsoft Azure Engine X, Cockroach Labs and sneak of Platinum sponsors. And also we had some ecosystem sponsors. And if you liked the event, go to the sponsors and say hello and say, thank you. They're all listed on the page, hit their sessions and they really make it possible. So, all this effort on all sides have been great. So, awesome, I learned a lot. Thanks everyone for watching. Peter you want to get a final word and then I'll give Jenny the final, final word. >> No again, yes, thank you, thank you everybody. It's been great, theCUBE has been phenomenal. People behind the scenes has been just utterly professional. And thank you Jenny, if anybody doesn't know, you guys don't know how much Jenny shepherds this whole process through she's our captain internally making sure everything stays on track and gets done. You cannot even imagine what she does. It's incredible, so thank you, Jenny. I really, really appreciate it. >> Jenny, take us home, wrap this up 2020, dockerCon. >> All Right. >> In the books, but it's going to be on demand. It's 365 days a year now, come on final word. >> It's not over, it's not over. Community we will see you tomorrow. We will continue to see you, thank you to everyone. I had a great day, I hope everyone else did too. And happy DockerCon 2020, see you next year. >> Okay, that's a wrap, see on the internet, everyone. I'm John, for Jenny and Peter, thank you so much for your time and attention throughout the day. If you were coming in and out, remember, go see those sessions are on a calendar, but now they're a catalog of content and consume and have a great evening. Thanks for watching. (upbeat music)

>> From around the globe, it's theCube with digital coverage of Red Hat Summit 2020, brought to you by Red Hat. >> Welcome back. I'm Stu Miniman, and this is the cubes coverage of Red Hat Summit 2020. Of course, this year's event happening digitally, we're talking to Red Hat executives, partners, customers, where they are around the globe, bringing them remotely into this digital event. And really important topic, of course, has been Automation for a long time, I think back to my career automation is something we've been talking about for decades, but even more important in today's age. Happy to welcome back to the program, Tim Kramer with Red Hat, Vice President of Engineering is that I don't have listed view here. But since we last talked to him at Ansible Fest, has been a little expansion in the scope of what you're working on. First of all, welcome back, and tell us what's new in your world? >> All right, thanks a lot. Yeah, there's been rather substantial change in roles. I'm now in charge actually, of all of the engineering within Red Hat. All the development engineering site includes: the middleware teams, Red Hat Enterprise Linux, of course management and automation, the new team that we just brought over from IBM doing Advanced Container Management. I'm basically running the whole thing and OpenShift of course. >> Excellent. Just a few things to keep you busy. Congratulations on that and love your support in the the Boston "Hello World" rella eight shirt that of course we saw last year at summit. I know one of the things being digital is people do miss some of the t-shirts. I know my family was quite fond of the "May The Fourth Be With You" shirts, that Red Hat did one year at summit. Of course, celebrating Star Wars Day, highly celebrated in in the Miniman household. But Tim, let's talk about Ansible. This brings our audience up to speed, what's happening that some of the latest pieces, and of course, it's been one of the great success stories. Ansible was a lot of adoption before the acquisition, but really accelerated over the last few years? >> At Ansible Fest, we talked a lot about technology to come and showed a few demos of the possibilities. What we have done since then is actually bring all of that technology to life and to expand it. One thing that Red Hat has really done is continue to invest heavily in Ansible, to make sure that we can bring new capabilities and new value to the subscription for everyone. Some of the things that have been happening since summit, which of course we are in, and since Ansible Fest, since we last talked was it, the community continues to scale at a really rapid rate. It's almost hard to keep up. And the number of modules that we have had is grown just tremendously. We have well over 3000 modules now that are available, and as customers and partners and also just casual users are looking through that, it's difficult to figure out: what's really supported? What's really rock solid? What can I count on? And what is, maybe sort of that Wild West community, I'm just trying out some stuff with Ansible and see how it goes. We've been focusing on a lot, is a place that you can come to the Ansible automation platform and the hub where you can now get this content and you can rely on the fact that it's going to be certified by partners, tested by partners, they're always keeping up with the latest updates. A great example of this is, let's just take NetApp or F5, or Cisco as good examples, across the various spaces, we absolutely in the Ansible engineering team are not experts on all of the latest changes, the new hardware coming out, the new software upgrades that they're making. And our ability to keep up with that is pretty difficult. We just can't do it, but they sure can. And their customers, and our customers are both demanding that we give them more content, better content, and we need to be able to do it at the rate that our partners want to be able to provide that kind. As an example, normally we were kind of slowing Ansible down and trying to do one release every six months. But if a new piece of software, a new switch or a new disk array or anything comes out in the meantime, all of our customers had to wait for that next six months release, that was not very convenient. And having an expectation that our partners are going to line up on our schedule is, well, That didn't work out so well for them. We've created the certified content. And we now have the goals to have 50 certified partners. Back at first, I think we had three or four. We're now up to 30, our goal is to hit 50. We had about 100 modules that we showed at fest that were certified, we now have over 1200 modules that are certified content. And these are our partners, creating this content and making it stable and secure for everyone to use. >>So that, I think, by far   >> That was the coolest thing that we've done. >> Yeah, it's great to see that progress. Congratulations on the momentum since Ansible Fest. One of the other things talked about that back at that show, we talked about how analytics and automation, how those are going together, how's adoption been? Is this impossibly met? >> Adoption on the analytic side has been... It's been taking off. It was pretty nascent. I can tell you that, that we've grown by about five X there, but we started a little bit small. We had a few customers that signed up early on to do it. I think probably the more impressive thing is that, we have a couple of customers in markets that you would traditionally think, we're not going to get their data, they're more concerned about what we're sharing, but we have a major bank, we have a major manufacturer that have well over 10,000 systems providing data back into Red Hat that allows us then to analyze and provide a bunch of analytics back on their running estate. And I think that's amazing, seeing the big customers that are coming in from Marcus that you might think, we're probably not going to get a lot of uptake has been really exciting to me. >> All right, you talked a bit about how Ansible fits into the ecosystem, of course being at summit, want to understand a bit more how Ansible the latest of how it's fitting into the rest of the Red Hat portfolio. I've got interviews with Stephanie Shiraz, talking about you, Raul and Joe Fitzgerald, talking about ACM, your group I know is heavily involved working on a lot of those pieces. Help us understand how this is kind of a seamless portfolio. >> I think that's one of the most important things that we do within Red Hat team, is that we have to share the sufficiency across all the product groups and make them better and provide an additional enhanced value there. We've done a lot on the RHEL side, probably one of the maybe lesser known thing is that, we've been working really closely on OpenShift. And actually, we have a lot of customers now that really want the Ansible automation hub available on OpenShift as a first-class application. We're doing things, we're writing operators for those so that we can automate the updates and upgrades and back up and all of that important functionality, so that it's really easy, than to manage your Ansible automation hub, running on OpenShift, that's one big thing. And then we're going to integrate that really well into the advanced container management, that the team from IBM that came over is working towards. I have a really close partnership with ACM team to make sure that we can start to not only gather lists of affected systems, but then take that list and do a bunch of automations against it. >> That's one. On the RHEL side, we've done a lot. We introduced at last summit rally, and we talked about having insights as part of that. Since then, we've been adding more and more capabilities into insights, and to enhance that value of the subscription route. We looked at adding in, well, advisor is now what we used to call insights. It's just something that advises you about problems or issues that may be occurring in your URL instances that are running on prem. We've also added in a drift service, so you can tell if your configurations are sort of drifting apart. We've added in a compliance checker, so you can define some kind of a policy or compliance that you want to enforce on all of your running instances, and we make sure that you're still compliant. We also have a vulnerability detector, which you'd kind of expect, so any nasty security issues that come along, we can pop those up and show you right away. And probably some of the... One of the newer things is, we allow you to do patching. And you can do that patching, right from cloud@redhat.com. We also have another new very exciting feature, which is Subscription Watch, also on cloud@redhat.com. And what this allows you to do is to see and manage all of your subscriptions across your entire hybrid estate. From what you're running on prem, to what you're running in any of the public clouds, we can actually track that for you. You can see what kind of usage you have. And then, make better economic decisions for yourself, and then be able to easily expand that usage if you want to, it used to be a little bit more difficult to do that. We're trying to make subscriptions just like as much in the background as possible to make it easier for our customers. >> Tim, one of one of the big changes customers have to go through is moving from, their environment in their data centers, to the leverage of SaaS and managing things that are outside of their control and the public cloud. You've got an engineering development team, and you've got software that went from, mostly going in customers data centers too, you've got SaaS offerings, you're living in the public cloud. Want to understand, what's changing in your world? What advice would you give to other people as to kind of the learnings that Red Hat has had going through those pieces? >> It's actually a kind of a neat story, because after we change to start making a lot of our services that we had just only shipping products on prem into cloud based services, we had to develop this platform to be able to host all of these services. We started with the insights platform, because we already had that running out in the public cloud. So that was the obvious first thing to base everything on. But we had to build out that platform so that it could support all these services, the ones I just talked about, that are with REL are really good examples. Between a policy, compliance drift, all of these different kinds of services that we're offering, we had to build out that set of capabilities and services in what we're calling sort of the cloud@redhat.com platform. What I'm seeing is that a lot of customers are going through some of these same kinds of thoughts. Like they have a myriad, let's say of applications that are running that they're trying to provide back into their their own company. Different divisions of a company, they have things that are running in the cloud, some things that are running on prem, and they want to start to be able to offer a more cohesive set of services, consolidate some of these, share some of the engineering effort that they have across their various teams. This is exactly the journey that we went through to get to cloud@redhat.com. Finding a surprising number of customers that are actually really interested just in that story, about how we did that. One of the things that we've found is, we've been working with the folks at the open innovation labs within Red Hat. And this is one of the transformation stories that they see constantly as well. We've worked with them and shared this, they're a great resource to help customers kind of think through that problem and get them into a new kind of a platform. But it's quite a journey. We've been really focused on the infrastructure and on prem. Moving to the cloud was a big. But I'll tell you it engineering can move so much faster in a SaaS service than it can with on prem software delivery. It's been remarkable how quickly we could get there. >> Tim, one other thing, if I look at Red Hat, you're a global company, most development organizations are highly distributed to begin with. So many companies today are now having to rapidly figure out how do I manage people that are working from home? How do I live in these environments? From an automation tooling, we'd love to hear any advice you have there, as well as just anything else from your engineering experience in your teams that other people might be able to learn from, as they're dealing with today's landscape. >> To be honest, this is a... We have never seen anything like this in our history, with this kind of pandemic that's happening worldwide. It's shifting everything about business. And it has been challenging just within Red Hat engineering for how we can manage the engineers and their expectations and how difficult it can be to work from home. I have amazing stories from my own engineers. I had an engineer who's in Spain and his wife is a nurse. She's on like 18-hour shifts, the hospital comes back, they have to separate, he's got the kids. And because they don't want them to get infected, it's a really, really difficult working situation for a lot of families out there to try to make it through this. One of the things at Red Hat is, we just have to recognize that it's okay to slow things down a little bit. Let our engineers not feel the pressure that they have to do both childcare and school-at-home and caring for sick relatives or sick family, as well as meet all of your deadlines, it's kind of too much. We've been really... We're trying to be very compassionate with our folks letting them know that we have their back, and it's going to be okay as we try to get ourselves through this ridiculously different time that we've never seen anything like this, like I said. From an engineering perspective, I think work-from-home has been, it's okay for some people. If you have a larger home, I think it's a little easier maybe to find a room that you can go into and do your work. For some, no, if they're in an apartment, or you're sharing with a bunch of friends, it's not your workplace. And it can be really challenging to figure out how to work for eight hours a day with sort of a lot of distractions or just feeling confined and it's just been really difficult for anybody that wants to try to get out, you go a little stir-crazy. The good thing I guess is that engineering is naturally lends itself to being able to be remote and work from home. We have an advantage that way, than other industries, which is great. But it's definitely been really challenging for our teams to be able to cope with this and all we can do is just be really understanding. >> Tim, we appreciate the stories, they're definitely everyone's working through some challenging times. Want to give you the final word as to really takeaways as to what should people be watching? What things should people be going back and looking at from an automation standpoint as they leave Red Hat Summit 2020? >> We're just going to continue to work with the community, work with our partners, get more certified content and continue to scale, the best way that we can for all of our users and our customers. That is the key focus. We want to continue automating and providing all of that flexibility. If you want all 4000 modules and a big download, we certainly are... We're going to continue to give you that option. But if you want to be able to start customizing what you download, maybe only relying on certified content, instead of community content, we're going to give you that option now as well, so that you know what you're running. And with the analytics, we're just scratching the surface here. We're getting some great data. It's helping us to develop new ways of insights into how your systems are running. And that'll get very exciting as we go forward. I know that we've seen like a Forex increase already in the amount of insights attached to REL, which is really great, and for now, at least in the hundreds of customers that are using the AI, I think as we show more value there, you'll get a lot more customers to provide some of their data which will allow us then collectively to come up with some really great analytics to help people become more efficient with your automation. >> Well, Tim Kramer, thank you so much for the updates. And thank you to everything your team's doing. And just a reminder to the audience, of course, these communities not only are important technical resources, but many of them you've made friends with over the years. If you need help, reach out to the community. There are so many good stories that can be found amongst these communities helping each other through these challenging times. Much more coverage from Red Hat Summit 2020. I'm Stu Miniman, and thank you as always for watching theCube. 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>>from around the globe. It's the Cube with digital coverage of Red Hat. Summit 2020 Brought to you by Red Hat. >>Yeah. Hi. And welcome back to the Cube's coverage of Red Hat Summit 2020 on stew. Minimum in this year's event, of course, happened globally. Which means we're talking to Red Hat executives, customers and partners where they are around the globe on and happy to welcome back to the program. One of our cube alumni, Badani, who is the senior vice president. Cloud platforms at Red Hat is great to see you. >>Yeah, thanks a lot for having me back on. >>Yeah, absolutely. So you know, the usual wall to wall coverage that we do in San Francisco? Well, it's now the global digital, a little bit of a dispersed architecture to do these environments. Which reminds me a little bit of your world. So, you know, the main keynote stage. You know, Paul's up There is the, you know, new CEO talking about open hybrid cloud. And of course, the big piece of that is, you know, open shift and the various products, you know, in the portfolio there, So ah, personal. We know there's not, you know, big announcements of, you know, launches and the like, But your team and the product portfolio has been going through a lot of changes. A lot of growth since last time we connected. So bring us up to speed as to what we should know about. >>Sure. Thanks s Oh, yes, not not a huge focus around announcements, this summit, especially given everything going on in the world around us today. Ah, but you know, that being said, we continue our open shift journey. We started that well, you know, many years ago. But in 2015 and we had our first release both the stone kubernetes in a container focused platform. Ever since then, you know, we continue to groan to evolve Atlassian count now over 2000 customers globally. I trusted the platform in industries that literally every industry and also obviously every job around around the globe. So that's been great to see you. And last summit, we actually announced a fairly significant enhancement of a platform with a large fortune before big focus around created manageability ability to use operators which is, you know, kubernetes concept to make applications much more manageable. um, you know, when they're being run natively within within the platform, we continue to invest. There s so there's a new release off the platform. Open shift 4.4 based on kubernetes 1.17 big made available to our customers globally. And then really, sort of this this notion of over the air updates right to create a platform that is almost autonomous in nature, you know, acts more like your your your mobile phone in the way you can manage and and update and upgrade. I think that's a key value proposition that, you know, we're providing to our customers. So we're excited to see that and then be able to share that with you. >>Yeah, so a chef won't want to dig into that a little bit. So one of the discussions we've had in the industry for many years is how much consistency there needs to be across my various environments. We know you know Kubernetes is great, but it is not a silver bullet. You know, customers will have clusters. They will have different environments. I have what I do in my data centers or close. I'm using things in the public clouds and might be using different communities offering. So you know, as you said, there's things that Red Hat is doing. But give us a little insight into your customers as to how should they be thinking about it? How do they manage it? One of the new pieces that we're building it into a little bit, of course, from a management sand point is ACM, which I know open shift today, but going toe support some of the other kubernetes options you know down the road. So how should customers be thinking about this? How does Red Hat think about managing? Did this ever complex world >>Yes, So Student should have been talking about this for several years now, right with regard to just the kind of the customers are doing. And let's start with customers for us, because it's all about you know, the value for them so that this year's summit we're announcing some innovation award winners, right? So a couple of interesting ones BMW and Ford, um, you know BMW, you know, building It's next generation autonomous driving platform using containers. And then, you know, police Massive data platform an open ship for doing a lot of interesting work with regard to, uh, bringing together. It's a development team taking advantage of existing investments in hardware and so on, You know, the in place, you know, with the platform. But also, increasingly, companies that are you know, for example, in all accept. All right, so we've got the Argentine Ministry of Health. We've got a large electricity distribution company adopting containers, adopting middleware technology, for example, on open shift until great value. Right. So network alerts when there's electricity outrage going from three minutes to 10 seconds. And so, as you now see more and more customers doing, you know, more and more if you will mission critical activities on these platforms to your points to your question is a really good one is not got clusters running in multiple markets, right? Perhaps in their own data center, across multiple clouds and managing these clusters at scale, it becomes, you know, more, more critical up. And so, you know, we've been doing a bunch of work with regard to the team, and I actually joined us from IBM has been working on this. Let's remember technology for a while, and it's part of Red Hat. We're now releasing in technology preview. Advanced cluster management trying to solve address questions around. What does it mean to manage the lifecycle of the application process? Clusters. How do I monitor and imbue cluster help? You know, regardless of you know, where they run. How do I have consistent security and compliance for my policies across the different clusters. So really excited, right? It is a really interesting technology. It's probably most advanced placement. That's our market. What? IBM working on it. We know. Well, before you know, the team from from there, you know, joined us. And now we're making it much more >>widely available. Yeah, actually, I just want one of things that really impressed some of those customers. First off. Congratulations. 2000 you know, great milestone there. And yeah, we've had We're gonna have some of the opportunity to talk on the cube. Some of those essential services you talk Ministry of Health. Obviously, with a global pandemic on critically environment, energy companies need to keep up and running. I've got Vodafone idea also from India, talking about how communication service is so essential. Pieces and definitely open shift. You know, big piece of this story asst to how they're working and managing and scaling. Um, you know, everybody talks about scale for years, but the current situation around the globe scale something that you know. It's definitely being stressed and strained and understood. What? What? What's really important? Um, another piece. Really interesting. Like to dig in a little bit here. Talk about open shift is you know, we talk kubernetes and we're talking container. But there's still a lot of virtualization out there. And then from an application development standpoint, there's You know what? Let's throw everything away and go all serverless on there. So I understand. Open shift. Io is embracing the full world and all of the options out there. So help us walk through how Red Hat maybe is doing things a little bit differently. And of course, we know anything right Does is based on open source. So let's talk about those pieces >>Yes, to super interesting areas for us. Um, one is the work we're doing based on open source project called Kube Vert, and that's part of the CN CF incubating projects. And that that is the notion off bringing virtualization into containers. And what does that mean? Obviously There are huge numbers of workloads running in which machines globally and more more customers want, you know, one control plane, one environment, one abstraction to manage workloads, whether they're running in containers or in IBM, I believe you sort of say, Can we take workloads that are running in these, uh, give, um, based which machines or, uh, VMS running in a VM based environment and then bring them natively on, run them as containers and managed by kubernetes orchestrate across this distributed cluster that we've talked about? I've been extremely powerful, and it's a very modern approach to modernizing existing applications as well as thinking about building new services. And so that's a technology that we're introducing into the platform and trying to see some early customer interest. Um, around. So, >>you know, I've got ah, no, I'm gonna have a breakout with Joe Fernandez toe talk about this a little bit, but you know what a note is you're working on. That is, you're bringing a VM into the container world and what red hat does Well, because you know your background and what red hat does is, you know, from an operating system you're really close to the application. So one of my concerns, you know, from early days of virtualization was well, let's shut things in a VM and leave it there and not make any changes as opposed to What you're describing is let's help modernize things. You know, I saw one of the announcements talking about How do I take job of workloads and bring them into the cloud? There's a project called Marcus. So once again, do I hear you right? You're bringing V M's into the container world with help to move towards that journey, to modernize everything so that we were doing a modern platform, not just saying, Hey, I can manage it with the tool that I was doing before. But that application, that's the important piece of it. >>Yeah, and it's a really good point, you know, We've you know, so much to govern, probably too little time to do it right, because the one that you touched on is really interesting. Project called caucuses right again. As you rightly pointed out, everything that is open source up, and so that's a way for us to say, Look, if we were to think about Java and be able to run that in a cloud native way, right? And be able to run, um, that natively within a container and be orchestrated again by kubernetes. What would that look like? Right, How much could be reduced density? How much could be improved performance around those existing job applications taking advantage off all the investments that companies have made but make that available in kubernetes and cloud native world. Right? And so that's what the corpus project is about. I'm seeing a lot of interest, you know, and again, because the open source model right, You don't really have companies that are adopting this, right? So there's I think there's a telecom company based out of Europe that's talking about the work that they're already doing with this. And I already blogged about it, talking about, you know, the value from a performance and use of usability perspective that they're getting with that. And then you got So you couple this idea off. How do I take BMC? Bring them into contempt? Right? Right. Existing workloads. Move that in. Run that native check. Right? Uh, the next one. How do I take existing java workloads and bring them into this modern cloud native Kubernetes space world, you know, making progress with that orchestra check. And then the third area is this notion off several lists, right? Which is, you know, I've got new applications, new services. I want to make sure that they're taking advantage, appropriate resources, but only the exact number of resources that require We do that in a way that's native to kubernetes. Right? So we're been working on implementing a K native based technologies as the foundation as the building blocks, um, off the work we're doing around serving and eventing towards leading. Ah, more confortable several institution, regardless of where you run it across any off your platform prints up. And that will also bring the ability to have functions that made available by really any provider in that same platform. So So if you haven't already to put all the pieces together right that we were thinking about this is the center of gravity is a community space platform that we make fully automated, that we make it very operational, make it easy for different. You know, third party pieces to plug in, writes to sort of make sure that it's in trouble in modular and at the same time that start layering on additional Kim. >>Yeah, I'm a lot of topics. As you said, it's Siachin. I'm glad on the serverless piece we're teasing out because it is complicated. You know, there are some that were just like, Well, from my application developer standpoint, I don't >>need to >>think about all that kubernetes and containers pieces because that's why I love it. Serverless. I just developed to it, and the platform takes care of it. And we would look at this year to go and say, Well, underneath that What is it? Is it containers? And the enter was Well, it could be containers. It depends what the platform is doing. So, you know, from from Red Hat's standpoint, you're saying open shift server lists, you know? Yes, it's kubernetes underneath there. But then I heard you talk about, you know, live aware of it is so, um, I saw there's, you know, a partner of Red Hat. It's in the open source community trigger mesh, which was entering one of the questions I had. You know, when I talk to people about serverless most of the time, it's AWS based stuff, not just lambda lots of other services. You know, I didn't interview with Andy Jassy a few years ago, and he said if I was to rebuild AWS today, everything would be built on serverless. So might some of those have containers and kubernetes under it? Maybe, but Amazon might do their own thing, so they're doing really a connection between that. So how does that plug in with what you're doing? Open shift out. All these various open sourced pieces go together. >>Yes, I would expect for us to have partnerships with several startups, right? You know you name, you know, one in our ecosystem. You know, you can imagine as your functions, you know, running on our serverless platform as well as functions provided by any third party, including those that are built and by red hat itself, Uh, you know, for the portal within this platform. Because ultimately, you know, we're building the platform to be operational, to be managed at scale to create greater productively for developments. Right? So for example, one of things we've been working on we are in the area of developer tools. Give the customers ability. Do you have you know, the product that we have is called cordon Ready workspaces. But essentially this notion off, you know, how can we take containers and give work spaces that are easy for remote developers to work with? Great example. Off customer, actually, in India that's been able to rapidly cut down time to go from Dev Productions weeks, you know, introduced because they're using, you know, things like these remote workspaces running in containers. You know, this is based on the eclipse. Ah, Apache, the the CI Project, You know, for this. So this this notion that you know, we're building a platform that can be used by ops teams? Absolutely true, but the same time the idea is, how can we now start thinking about making sure these abstractions are providing are extremely productive for development teams. >>Yeah, it's such an important piece. Last year I got the chance to go to Answerable Fest for the first time, and it was that kind of discussion that was really important, you know, can tools actually help me? Bridge between was traditionally some of those silos that they talked about, You know, the product developer that the Infrastructure and Ops team and the AB Dev teams all get things in their terminology and where they need but common platforms that cut between them. So sounds like similar methodology. We're seeing other piece of the platforms Any other, you know, guidance. You talked about all your customers there. How are they working through? You know, all of these modernizations adopting so many new technologies. Boy, you talked about like Dev ops tooling it still makes my heads. Then when I look at it, some of these charts is all the various tools and pieces that organizations are supposed to help choose and pick. Ah, out of there, they have. So how how is your team helping customers on kind of the organizational side? >>Yes. So we'll do this glass picture. So one is How do you make sure that the platform is working to help these teams? You know, by that? What I mean is, you know, we are introducing this idea and working very closely with our partners globally and on this notion of operators, right, which is every time I want to run data bases. And you know, there's so many different databases. There are, you know, up there, right? No sequel, no sequel. and in a variety of different ones for different use cases. How can you make sure that we make it easy for customers trial and then be able to to deploy them and manage them? Right? So this notion of an operator lifecycle because application much more manageable when they run with data s O. So you make you make it easier for folks to be able to use them. And then the question is, Well, what other? If you will advise to help me get that right So off late, you probably heard, you know, be hired a bunch of industry experts and brought them into red hat around this notion of a global transformation and be able to bring that expertise to know whether you know, it's the So you know, Our Deep in Dev Ops and the Dev Ops Handbook are you know, some of the things that industry is a lot like the Phoenix project and, you know, just just in various different you know what's your business and be able to start saying looking at these are told, music and share ideas with you on a couple that with things like open innovation labs that come from red hat as well as you know, similar kinds of offerings from our various partners around the world to help, you know, ease their transition into the >>All right. So final question I have for you, let's go a little bit high level. You know, as you've mentioned you and I have been having this conversation for a number of years last year or so, I've been hearing some of the really big players out there, ones that are, of course, partners of Red Hat. But they say similar things. So you know, whether it's, you know, Microsoft Azure releasing arc. If it's, you know, VM ware, which much of your open ship customers sit on top of it. But now they have, you know, the Project Pacific piece and and do so many of them talk about this, you know, heterogeneous, multi cloud environment. So how should customers be thinking about red hat? Of course. You partner with everyone, but you know, you do tend to do things a little bit different than everybody else. >>Uh, yeah. I hope we do things differently than everyone else. You know, to deliver value to customers, right? So, for example, all the things that we talk about open ship or really is about industry leading. And I think there's a bit of a transformation that's going on a swell right within the way. How Red Hat approaches things. So Sam customers have known Red Hat in the past in many ways for saying, Look, they're giving me an operating system that's, you know, democratizing, if you will. You know what the provider provides, Why I've been given me for all these years. They provided me an application server, right that, you know, uh, it's giving me a better value than what proprietary price. Increasingly, what we're doing with, you know, the work they're doing around, Let's say whether it's open shift or, you know, the next generation which ization that we talked about so on is about how can we help customers fundamentally transform how it is that they were building deploy applications, both in a new cloud native way. That's one of the existing once and what I really want to 0.2 is now. We've got it least a five year history on the open shift platform to look back at you will point out and say here are customers that are running directly on bare metal shears. Why they find, you know, this virtualization solution that you know that we're providing so interesting Here we have customers running in multiple different environments running on open stack running in these multiple private clouds are sorry public clouds on why they want distribute cluster management across all of them. You know, here's the examples that you know we could provide right? You know, here's the work we've done with, you know, whether it's these, you know, government agencies with private enterprises that we've talked to write, you know, receiving innovation awards for the world been doing together. And so I think our approach really has been more about, you know, we want to work on innovation that is fundamentally impacting customers, transforming them, meeting them where they are moving the four into the world we're going into. But they're also ensuring that we're taking advantage of all the existing investments that they've made in their skills. Right? So the advantage of, for example, the years off limits expertise that they have and saying How can we use that? Don't move you forward. >>Well, a chef's Thank you so much Absolutely. I know the customers I've talked to at Red Hat talking about not only how they're ready for today, but feel confident that they're ready to tackle the challenges of tomorrow. So thanks so much. Congratulations on all the progress and definitely look forward to seeing you again in the future. >>Likewise. Thanks, Ian Stewart. >>All right, I'm still Minuteman. And much more coverage from Red Hat Summit 2020 as always. Thanks for watching the Cube. >>Yeah, Yeah, yeah, yeah, yeah, yeah.

>> From around the globe, it's theCube with digital coverage of Red Hat Summit 2020, brought to you by Red Hat. >> Welcome back. I'm Stu Miniman, and this is the cubes coverage of Red Hat Summit 2020. Of course, this year's event happening digitally, we're talking to Red Hat executives, partners, customers, where they are around the globe, bringing them remotely into this digital event. And really important topic, of course, has been Automation for a long time, I think back to my career automation is something we've been talking about for decades, but even more important in today's age. Happy to welcome back to the program, Tim Kramer with Red Hat, Vice President of Engineering is that I don't have listed view here. But since we last talked to him at Ansible Fest, has been a little expansion in the scope of what you're working on. First of all, welcome back, and tell us what's new in your world? >> All right, thanks a lot. Yeah, there's been rather substantial change in roles. I'm now in charge actually, of all of the engineering within Red Hat. All the development engineering site includes: the middleware teams, Red Hat Enterprise Linux, of course management and automation, the new team that we just brought over from IBM doing Advanced Container Management. I'm basically running the whole thing and openShift of course. >> Excellent. Just a few things to keep you busy. Congratulations on that and love your support in the the Boston "Hello World" rella eight shirt that of course we saw last year at summit. I know one of the things being digital is people do miss some of the t-shirts. I know my family was quite fond of the "May The Fourth Be With You" shirts, that Red Hat did one year at summit. Of course, celebrating Star Wars Day, highly celebrated in in the Middleman household. But Tim, let's talk about Ansible. This brings our audience up to speed, what's happening that some of the latest pieces, and of course, it's been one of the great success stories. Ansible was a lot of adoption before the acquisition, but really accelerated over the last few years? >> I think it's been very exciting. We talked a lot about some of the cool things that we're going to be working on it Ansible Fest, and we showed a lot of demos. We're actually now bringing a lot of those technologies to light. And the main thing that we've been focused on really, is let's make sure that we're continuing to add really great value to the Ansible subscription. And especially for our customers, and any users actually, we want to make sure that we can continue to scale with the community and partners that are part of Ansible. And we are also um, (mumbles) Freezing. We just start that question again, fix that one in post? Sorry. >> Just stay in. It's okay, we'll pick it up there. They can do a trend, though. Tim, I'll start the question again? >> Okay. >> We'll start this. I'll reframe the question again. Then I'll cut your screen and you'll go, and... Tim, let's focus specifically on the updates on what's happening in Ansible. >> At Ansible Fest, we talked a lot about technology to come and showed a few demos of the possibilities. What we have done since then is actually bring all of that technology to life and to expand it. One thing that Red Hat has really done is continue to invest heavily in Ansible, to make sure that we can bring new capabilities and new value to the subscription for everyone. Some of the things that have been happening since summit, which of course we are in, and since Ansible Fest, since we last talked was it, the community continues to scale at a really rapid rate. It's almost hard to keep up. And the number of modules that we have had is grown just tremendously. We have well over 3000 modules now that are available, and as customers and partners and also just casual users are looking through that, it's difficult to figure out: what's really supported? What's really rock solid? What can I count on? And what is, maybe sort of that Wild West community, I'm just trying out some stuff with Ansible and see how it goes. We've been focusing on a lot, is a place that you can come to the Ansible automation platform and the hub where you can now get this content and you can rely on the fact that it's going to be certified by partners, tested by partners, they're always keeping up with the latest updates. A great example of this is, let's just take NetApp or F5, or Cisco as good examples, across the various spaces, we absolutely in the Ansible engineering team are not experts on all of the latest changes, the new hardware coming out, the new software upgrades that they're making. And our ability to keep up with that is pretty difficult. We just can't do it, but they sure can. And their customers, and our customers are both demanding that we give them more content, better content, and we need to be able to do it at the rate that our partners want to be able to provide that kind. As an example, normally we were kind of slowing Ansible down and trying to do one release every six months. But if a new piece of software, a new switch or a new disk array or anything comes out in the meantime, all of our customers had to wait for that next six months release, that was not very convenient. And having an expectation that our partners are going to line up on our schedule is, oh! That didn't work out so well for them. We've created the certified content. And we now have the goals to have 50 certified partners. Back at first, I think we had three or four. We're now up to 30, our goal is to hit 50. We had about 100 modules that we showed at fest that were certified, we now have over 1200 modules that are certified content. And these are our partners, creating this content and making it stable and secure for everyone to use. So that, I think, far >> (mumbles) >> That was the coolest thing that we've done. >> Yeah, it's great to see that progress. Congratulations on the momentum since Ansible Fest. One of the other things talked about that back at that show, we talked about how analytics and automation, how those are going together, how's adoption been? Is this impossibly met? >> Adoption on the analytic side has been... It's been taking off. It was pretty nascent. I can tell you that, that we've grown by about five X there, but we started a little bit small. We had a few customers that signed up early on to do it. I think probably the more impressive thing is that, we have a couple of customers in markets that you would traditionally think, we're not going to get their data, they're more concerned about what we're sharing, but we have a major bank, we have a major manufacturer that have well over 10,000 systems providing data back into Red Hat that allows us then to analyze and provide a bunch of analytics back on their running estate. And I think that's amazing, seeing the big customers that are coming in from Marcus that you might think, we're probably not going to get a lot of uptake has been really exciting to me. >> All right, you talked a bit about how Ansible fits into the ecosystem, of course being at summit, want to understand a bit more how Ansible the latest of how it's fitting into the rest of the Red Hat portfolio. I've got interviews with Stephanie Shiraz, talking about you, Raul and Joe Fitzgerald, talking about ACM, your group I know is heavily involved working on a lot of those pieces. Help us understand how this is kind of a seamless portfolio. >> I think that's one of the most important things that we do within Red Hat team, is that we have to share the sufficiency across all the product groups and make them better and provide an additional enhanced value there. We've done a lot on the rail side, probably one of the maybe lesser known thing is that, we've been working really closely on openShift. And actually, we have a lot of customers now that really want the Ansible automation hub available on openShift as a first-class application. We're doing things, we're writing operators for those so that we can automate the updates and upgrades and back up and all of that important functionality, so that it's really easy, than to manage your Ansible automation hub, running on openShift, that's one big thing. And then we're going to integrate that really well into the advanced container management, that the team from IBM that came over is working towards. I have a really close partnership with ACM team to make sure that we can start to not only gather lists of affected systems, but then take that list and do a bunch of automations against it. >> (mumbles) >> That's one. On the real side, we've done a lot. We introduced at last summit rally, and we talked about having insights as part of that. Since then, we've been adding more and more capabilities into insights, and to enhance that value of the subscription route. We looked at adding in, well, advisor is now what we used to call insights. It's just something that advises you about problems or issues that may be occurring in your URL instances that are running on prem. We've also added in a drift service, so you can tell if your configurations are sort of drifting apart. We've added in a compliance checker, so you can define some kind of a policy or compliance that you want to enforce on all of your running instances, and we make sure that you're still compliant. We also have a vulnerability detector, which you'd kind of expect, so any nasty security issues that come along, we can pop those up and show you right away. And probably some of the... One of the newer things is, we allow you to do patching. And you can do that patching, right from cloud@redhat.com. We also have another new very exciting feature, which is Subscription Watch, also on cloud@redhat.com. And what this allows you to do is to see and manage all of your subscriptions across your entire hybrid estate. From what you're running on prem, to what you're running in any of the public clouds, we can actually track that for you. You can see what kind of usage you have. And then, make better economic decisions for yourself, and then be able to easily expand that usage if you want to, it used to be a little bit more difficult to do that. We're trying to make subscriptions just like as much in the background as possible to make it easier for our customers. >> Tim, one of one of the big changes customers have to go through is moving from, their environment in their data centers, to the leverage of SaaS and managing things that are outside of their control and the public cloud. You've got an engineering development team, and you've got software that went from, mostly going in customers data centers too, you've got SaaS offerings, you're living in the public cloud. Want to understand, what's changing in your world? What advice would you give to other people as to kind of the learnings that Red Hat has had going through those pieces? >> It's actually a kind of a neat story, because after we change to start making a lot of our services that we had just only shipping products on prem into cloud based services, we had to develop this platform to be able to host all of these services. We started with the insights platform, because we already had that running out in the public cloud. So that was the obvious first thing to base everything on. But we had to build out that platform so that it could support all these services, the ones I just talked about, that are with REL are really good examples. Between a policy, compliance drift, all of these different kinds of services that we're offering, we had to build out that set of capabilities and services in what we're calling sort of the cloud@redhat.com platform. What I'm seeing is that a lot of customers are going through some of these same kinds of thoughts. Like they have a myriad, let's say of applications that are running that they're trying to provide back into their their own company. Different divisions of a company, they have things that are running in the cloud, some things that are running on prem, and they want to start to be able to offer a more cohesive set of services, consolidate some of these, share some of the engineering effort that they have across their various teams. This is exactly the journey that we went through to get to cloud@redhat.com. Finding a surprising number of customers that are actually really interested just in that story, about how we did that. One of the things that we've found is, we've been working with the folks at the open innovation labs within Red Hat. And this is one of the transformation stories that they see constantly as well. We've worked with them and shared this, they're a great resource to help customers kind of think through that problem and get them into a new kind of a platform. But it's quite a journey. We've been really focused on the infrastructure and on prem. Moving to the cloud was a big. But I'll tell you it engineering can move so much faster in a SaaS service than it can with on prem software delivery. It's been remarkable how quickly we could get there. >> Tim, one other thing, if I look at Red Hat, you're a global company, most development organizations are highly distributed to begin with. So many companies today are now having to rapidly figure out how do I manage people that are working from home? How do I live in these environments? From an automation tooling, we'd love to hear any advice you have there, as well as just anything else from your engineering experience in your teams that other people might be able to learn from, as they're dealing with today's landscape. >> To be honest, this is a... We have never seen anything like this in our history, with this kind of pandemic that's happening worldwide. It's shifting everything about business. And it has been challenging just within Red Hat engineering for how we can manage the engineers and their expectations and how difficult it can be to work from home. I have amazing stories from my own engineers. I had an engineer who's in Spain and his wife is a nurse. She's on like 18-hour shifts, the hospital comes back, they have to separate, he's got the kids. And because they don't want them to get infected, it's a really, really difficult working situation for a lot of families out there to try to make it through this. One of the things at Red Hat is, we just have to recognize that it's okay to slow things down a little bit. Let our engineers not feel the pressure that they have to do both childcare and school-at-home and caring for sick relatives or sick family, as well as meet all of your deadlines, it's kind of too much. We've been really... We're trying to be very compassionate with our folks letting them know that we have their back, and it's going to be okay as we try to get ourselves through this ridiculously different time that we've never seen anything like this, like I said. From an engineering perspective, I think work-from-home has been, it's okay for some people. If you have a larger home, I think it's a little easier maybe to find a room that you can go into and do your work. For some, no, if they're in an apartment, or you're sharing with a bunch of friends, it's not your workplace. And it can be really challenging to figure out how to work for eight hours a day with sort of a lot of distractions or just feeling confined and it's just been really difficult for anybody that wants to try to get out, you go a little stir-crazy. The good thing I guess is that engineering is naturally lends itself to being able to be remote and work from home. We have an advantage that way, than other industries, which is great. But it's definitely been really challenging for our teams to be able to cope with this and all we can do is just be really understanding. >> Tim, we appreciate the stories, they're definitely everyone's working through some challenging times. Want to give you the final word as to really takeaways as to what should people be watching? What things should people be going back and looking at from an automation standpoint as they leave Red Hat Summit 2020? >> We're just going to continue to work with the community, work with our partners, get more certified content and continue to scale, the best way that we can for all of our users and our customers. That is the key focus. We want to continue automating and providing all of that flexibility. If you want all 4000 modules and a big download, we certainly are... We're going to continue to give you that option. But if you want to be able to start customizing what you download, maybe only relying on certified content, instead of community content, we're going to give you that option now as well, so that you know what you're running. And with the analytics, we're just scratching the surface here. We're getting some great data. It's helping us to develop new ways of insights into how your systems are running. And that'll get very exciting as we go forward. I know that we've seen like a Forex increase already in the amount of insights attached to REL, which is really great, and for now, at least in the hundreds of customers that are using the AI, I think as we show more value there, you'll get a lot more customers to provide some of their data which will allow us then collectively to come up with some really great analytics to help people become more efficient with your automation. >> Well, Tim Kramer, thank you so much for the updates. And thank you to everything your team's doing. And just a reminder to the audience, of course, these communities not only are important technical resources, but many of them you've made friends with over the years. If you need help, reach out to the community. There are so many good stories that can be found amongst these communities helping each other through these challenging times. Much more coverage from Red Hat Summit 2020. I'm Stu Miniman, and thank you as always for watching theCube. 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so it definitely fits into basic being able to automate the redundant main mundane types of tasks that anyone can do right so you if you think about it if you have a security operations center with five or ten analysts it might take one analyst to do a task make two comes two or three hours and where you can leverage a tool like Sansom any type of sort platform to actually create a playbook to do that tasks within 30 seconds so not only are you minimizing the amount of you know headcount to do that you're also you know using your consistent tool to make that folks should make the function of you know more I want to say enhanced so you can build playbooks around it you can basically use that on a daily basis whether it's for security monitoring or network operations reporting all that becomes and the impact of mine thank you so what we do is we are a data analytics and intelligence nonprofit dedicated to countering all forms of human trafficking whether it's labor trafficking sex King or any of the subtypes men women and children all over the world so when you think about that what that really means is that we interact with thousands of state across law enforcement government nonprofits academia and then the private sector as well and all of those essentially act as data silos for human trafficking data and when you think about that as trafficking as a data problem or you tackle it as a data problem what that really means is that you have to have a technology and data led solution in order to solve the problem so that's really our mission here is to bring together all of those stakeholders give them easy access to tools that can help improve their counterpose yeah so like a day to day or like kind of what our team does is we focus on like what's going on previously what are we seeing in the wild like what campaigns are happening and then my role within my team is focused on what's coming so what are what are red team's working on what are pen testers looking into take that information begin testing it begin building proof of concepts put that back into our product so that whether it's two weeks six months two years we have coverage for it no matter what so a lot of us a lot of our time is generating proof of concepts on what may be coming so there's a lot of you know very unique things that maybe in the wild today and then there's some things that we may never see that are just very novel and kind of once one Center once a time kind of thing I joined nine months ago and when I was interviewing for the role I remember Doug Merritt saying to me hey you know we might be the only two billion dollar enterprise software company that nobody's ever heard of he said I want to go solve for that right like the folks you know Splunk and our customers they love us our product is awesome and our culture is awesome but the world doesn't know about us yet and we haven't invested there so I want to go take the brand to the next level and I want the world to understand what data use cases are out there that are so broad and so vast leave that every problem ultimately can be solved through data are almost every problem and we wanted to set the stage for that with this new brand campaign about the product were you guys ad using Splunk and you putting data sensors out there you leveraging an existing data bulb take us through some of that you know the nuts and bolts of what's going on the price so part of it is building out some data sets so there are some data sets that don't exist but the government and the counties and the private sector have built out a huge ball of corpus of data around where the buildings are where the people are where the cell phones are where the traffic is so we're able to leverage that information as we have it today the technology we're using the Amazon stack it's easy for us to spin up databases it's easy for us to build out and expand as we grow and the response we're able to have a place for all this real-time data to land and for us to be able to build API is to pull it out very very simple when we say dated everything we really mean it it's really you know it's a personal story for me I am on the government affairs team here is blog so I manage our relationships with governor's and mayors and these are the issues that they care about right when the city is burning down the mayor cares about that the governor this is you know one of the governor and California's and major initiatives is trying to find solutions on wildfires you know I met charlie my hometown Orinda California art fire chief in that town was one of sort of the outside advisors working with Charlie on this idea and we ran I met him at a house party where the fire chief was telling me that trim my trees back and shrubs back and then I was at a conference three days later that same fire chief Dave Winokur was on a panel with like folks from a super computer lab and NASA and MIT I was like you know my fire chief's still the smartest guy in that panel I got to meet this guy a few weeks later we were literally in the field doing these proof of concepts with sensors and data super savvy folks some of the other folks from Cal Fire there you know dropping Cox was with us today here it's what my and you know we've we've just been collaborating the whole time and seeing you know that that Splunk can really put some firepower the power behind these guys and we just see like look they've got the trust of these customers and we need to make sure this idea happens it's a great idea and it's going to save lives yeah the little small nuance data to everything data time and the reason behind that was we believe you can bring and we can enable our customers to bring data to every question every decision and every action to create meaningful outcomes and the use cases are vast and enormous we talked about some of them before the show started but helping look global law enforcement get ahead of human trafficking fierce Punk and spelunking what's going on across all sorts of data sources right helping zone Haven which is our first investment from Splunk ventures which startup that's actually helping firefighters figure out burn burn patterns with pilot wildfires but also when temperatures and humidity change we're sensors are they can alert firefighters 30 to 45 minutes earlier than they would usually do that and then they can also help influence evacuation patterns I mean it's it's remarkable what folks are doing with data today and it's really at the core of solving some of the world's biggest issues so I'm glad you mentioned data right we're a data company and we're very proud that we actually pull star diversity inclusion number so we moved the needle 1.8% on gender last year year-on-year pride but not satisfied we understand that there's much more to diversity inclusion than just gender but our strategy is threefold for diversity inclusion so its workforce workplace marketplace the farces arranged is where I talk about is improving our representation so that these women are no longer the only czar in the minority they were much more represented and we're lucky we have three women on our board we have four women in our C suite so we're making good good progress but there's a lot more to do and as I say it's not just about gender we want to do we know that innovation is fueled by diversity so we want to attract you know folks of different race different ethnicity books who are military veterans people with disability one its plans to be successful the important thing thing is you know the things you mentioned the the vulnerability scanning the intrusion detection these are all still important in the cloud I think the key thing that the cloud offers is the fact that you have the ability to now automate and integrate your security teams more tightly with the things that you're doing and you can actually we always talk about the move fast and stay secure customers choose AWS for the self-service the elasticity of the price and you can't take advantage of those unless you're secure you can actually keep up with you so the fact that everything isn't based on an API you can define infrastructure as code you can actually enforce standards now whether they be before you write a line of code in your DevOps pipeline we're actually being able to detect and >> those things all through code and in a consistent way really allows you to be able to look in your security in a different way and take the kind of philosophy and mindset you've always had around security but actually do something with it and be able to maybe do the things you've always wanted to do that have never had a chance to do it so I think I think security can actually keep up with you and actually help you different you're different to your business the acquisition is really extremely you know exciting for us you know after meeting Marcus I've known of Marcus he's a very positive influence in the community but having worked with him the vision for threat care and the vision for alike rests really closely aligned so where we want to take the future of security testing testing controls making sure upstream controls are working where threat care wanted to go for that was very much with what we aligned war so it made sense to partner up so very excited about that and I think we will roll that in our gray matter platform as another capability we really see the product involving the same way that you see a lot of the portfolio overall so Doug has talked a lot about investigate monitoring and analyzing and right and so those same concepts apply to how you think about a process as well so right now we're really helping the investigation and monitoring but will also continue to extend across that spectrum lifetime a lot of cloud services and micro services observability a big part of all this yeah definitely and how we've built the product but also I think you can sit alongside some of the other things that you're also seeing in that so I think the thing to understand is correct we're not just a security company but we are number one in the security magic quadrant we're number one in both IDC and Gartner and so that's important but what happens is all of the data that you collect first security can also be used for all these other use cases so generally speaking whatever you're collecting for security is also valuable for IT operations and it's also valuable for many other use cases so I'll give you an example Domino's which is a great customer of ours there they've gone 65% of their orders now come in digitally ok and so they monitor the entire end-to-end customer experience what they monitor not only from an IT operations perspective that same data that they use for IT operations also tells them you know what's being ordered what special orders are being made and they use that data for promotions based upon volume in traffic and timing they actually create promotions so now you're talking about the same data that you collected for a security night operations you can actually use for promotions which is marketing it's a great intro on data is awesome but we all have data to get to decisions first and actions second what that in action there's no point in gathering data and so many companies been working their tails off to digitize her landscapes why well you want a more flexible landscape but why the flexibility because there's so much data being generated there you can get effective decisions and then actions that landscape can adapt very very rapidly which goes back to machine learning and eventual AI opportunity set so that is absolutely squarely where we've been focused is translating that data into value and into actual outcomes which is why our orchestration automation piece is so so important one big 18 factors that we felt as existed is for this plunk index it's only for this blank index the pricing mechanism mechanism has been data volume and that's a little bit contrary to the promise which is you don't know where the values could be within data and whether it's a gigabyte or whether it's a petabyte why shouldn't be able to put whatever day do you want in to experiment you

>>Live from Las Vegas, you covering splunk.com 19 brought to you by Splunk.. >>Okay. Welcome back everyone. That's the cubes live coverage in Las Vegas for Splunk's dot com user conference 10 years is their anniversary. It's cubes seventh year. I'm John Farah, your host with a great guest here. Joe Partlow, CTO of rely AQuESTT recently on the heels of vying thread care and Marcus, Carrie and team. Congratulations. They'd come on. Yeah. Yeah. It's been a been a fun month. So obviously security. We love it. Let's take a minute to talk about what you guys do. Talk about what your company does that I've got some questions for you. Yeah. So you know, obviously with the increasing cyber threats, uh, you know, uh, security companies had a lot or customers had a lot of tools. Uh, it's easy to get overwhelmed, um, really causes a lot of confusion. So really what we're trying to do is we have a platform called gray matter that is really kind of how we deliver security model management, which what that means is that's bringing together people, process technology in a way that's easy to kind of make sense of all the noise. >>Um, yeah, there's, there a, a lot of features in there that would help monitor the health, uh, the incident response, the hunt, um, any kind of features that you would need from a security. So you guys are a managed service, you said four? >> Yeah. Yeah, a different, a little different than a traditional MSSP. We um, you'll work very close with, uh, the customers. Uh, we work in their environment, we're working side by side with them, uh, in their tools and we're really maturing and getting better visibility in their environment to get that MSSP for newer. >> Right. That's where you guys are. M S S VP >> on steroids. A little bit different. >> Alright. Well you guys got some things going on. You got a partnership with Splunk for the dotcom sock. Oh yeah. Talk about that with set up out here. And what's it showing? Yeah, that's been a great experience. >>Uh, we, we work very close with the Splunk, uh, team. Uh, we monitored Splunk corporate, uh, from a work with skirt team monitoring them. Uh, so when.call came around, it was kind of a natural progression of Hey, uh, you know, Joel and team on their side said, Hey, how do we kind of build up the team and do a little bit extra and I'll see any way that we can help secure.com. Uh, it was really cool. I give credit to the team, both teams, uh, standing up a, uh, new Splunk install, getting everything stood up really in the last few weeks, uh, making sure that every, uh, everybody at the pavilion and the conference in general is protected and we're watching for any kind of threat. >> So it's, it's been great working with the Splunk team. So is that normal procedure that the bad guys want to target? >>The security congresses? This is gonna make a state visit more of graffiti kind of mentality. It's an act kind of lift, fun, malicious endpoints that they want to get out of here. Oh yeah. There's, there's a little bit of a, you know, let's do it for fun and mess with the conference a little bit. So we'll want to make sure that, that that's what happened. So is my end point protected here? My end points, my phone and my laptop. Uh, not the user specific but any of the conference provided demo stations. Okay. So or structure for the equipment, not me personally. You are not monitoring your personal okay. I give up my privacy years ago. Yes. This is a interesting thing to talk about working with spunk because you know, I hear all the time and again we're looking at this from an industry wide perspective. >>I hear we've got a sock, they got a slot. So these socks are popping up yesterday. Operation centers. What is, what is the state of the art for that now? Is it best practice to have a mega Monster's sock or is it distributed, is it decentralized? What's the current thinking around how to deploy Sox surgery operations center or centers? Yeah, we certainly grow with a decentralized model. We need to follow the sun. So we've got operations centers here in Vegas, Tampa and Dublin. Uh, really making sure that we've got the full coverage. Uh, but it is working very close with the Splunk socks. So they've got a phenomenal team and we work with them side by side. Uh, obviously we are providing a lot of the, uh, the tier one, tier two heavy lift, and then we escalate to Splunk team. They're obviously gonna know Splunk corporate better than we will. >>So, uh, we work very close hand in hand. So you guys acquired threat care and Marcus carries now in the office of CTO, which you're running. Yes. How is that going to shape rely a quest and the Europe business? >> Yeah, the acquisition has been extremely, uh, you know, uh, exciting for us. Uh, you know, after meeting Marcus, uh, I've known of Marcus, he's a very positive influence in the community, uh, but having worked with him, the vision for threat care and the vision for Lioncrest really closely aligned. So where we want to take, uh, the future of security testing, testing controls, making sure upstream controls are working, uh, where threats they're wanting to go for. That was very much with what we aligned more so it made sense to partner up. So, uh, very excited about that and I think we will roll that into our gray matter platform has another capability. >>Uh, gray matter, love the name by the way. I mean, first of all, the security companies have the best names or mission control gray matter, you know, red Canary, Canary in the coal mine. All good stuff. All fun. But you know, you guys work hard so I know the price gotta be good. I gotta ask you around the product vision around the customers and how they're looking at security because you know, it's all fun games. They'll, someone's hacking their business trash or this ransomware going on. Data protection has become a big part of it. What are customers telling you right now in terms of their, their fears and aspirations? What do they need? What's on the agenda? Guests for customers right now? Yeah. I think kind of the two biggest fears, um, and then the problems that we're trying to address is one, just a lack of visibility. >>Uh, customers have so many things on their network, a lot of mergers and acquisitions. So, uh, unfortunately with a lot of times the security team is the last one to know when something pops up. Uh, so anything that we can do to increase visibility and that and that, a lot of times we work very closely with Splunk or send that they have out to make sure that it happens. And then the other thing I think is, you know, most people want to get more proactive. Uh, you know, salmon logging by nature is very reactive. So when he tried to get out in front of those threats a little bit more, so anything that we can do to try to get more proactive, uh, may certainly going to be on their, their top of mind. Well, the machine learning toolkits, getting a lot of buzz here at the show, that's a really big deal. >>I think the other thing that I'm seeing I to get your reaction to is this concept of diverse data. That's my word, not Splunk's, but the idea of bringing in more data sets actually helps machine learning that's pretty much known by data geeks, but in making data addressable because data seems to be the one thing that is all doing a lot of the automation that's takes that headway heavy lift and also provides heavy lifting capabilities to set data up to look at stuff. So data is pretty critical. Data addressability data diversity, you got to have the data and it's gotta be addressable in real time and through tools like fabric search and other things. What's your reaction to that and thoughts around that? No, I agree 100%. Uh, you know, obviously most enterprise customers have a diverse set of data. So trying to search across those data sets, normalize that data, it's, it's a huge task. >>Um, but to get the visibility that we need, we really need to be able to search these multiple data sets and bring those into make sense. Whether you're doing threat hunting or responding to alerts. Um, or you need it from a compliance standpoint, being able to deal with those diverse data sets, uh, is is a key key issue. You know, the other thing I wanna get your thoughts on this one that we've been kind of commenting, I've kind of said a ticket position on this gonna from an opinion standpoint, but it's kind of obvious but it's not necessarily true. But my point is with the data volume going up so massive, that puts the tips, the scales and the advantage for the adversaries. Ransomware's a great example of it and you know, as little ransomware now is towns and cities, these ransomware attacks just one little vector, but with the data volume data is the surface area, not just devices. >>Oh yeah. So how is the data piece of it and the adversarial advantage, you think that that makes them stronger, more surface area? Yeah, definitely. And that's something that where we're leaning on machine learning for a lot is if you really kind of make sense of that data, a lot of times you want to baseline that environment and just find it what's normal in the environment, what's not normal. And once you to find that out, then we can start saying, all right, is this malicious or not? Uh, you know, some things that uh, yeah, maybe PowerShell or something and one environment is a huge red flag that Hey, we've been compromised in another one. Hey, that's just a good administrator automating his job. So making sense of that. Um, and then also just the sheer volume of data that we, that we see customers dealing with. >>Very easy to hide in if you're doing an attack, uh, from an adversary standpoint. So being able to see across that and make sure that you can at scale SyFy that data and find actionable event. You guys, I was just talking with a friend that I've known from the cloud, world, cloud native world. We're talking about dev ops versus the security operations and those worlds are coming together. There are more operational things than developer things, but yet CSOs that we talked to are fully investing in developer teams. So it's not so much dev ops dogma, if you will. But we gotta do dev ops, right? You know, see the CIC D pipeline. Okay, I get that. But developers play a critical role in this feature security architecture, but at the end of the day, it's still operations. So this is the new dev ops or sec ops or whatever it's called these days. >>What's your, how, how do customers solve this problem? Because it is operational, whether it's industrial IOT or IOT or cloud native microservices to on premise security practices with end points. I mean, I, the thing we see that, that kind of gets those teams the most success is making sure they're working with those teams. So having security siloed off by itself. Um, I think we've kind of proven in the past that doesn't work right? So get them involved with their development teams, get them involved with their net ops or, or, you know, sec ops teams, making sure they're working together so that security teams can be an enabler. Uh, they don't want to be the, uh, the team that says no to everything. Um, but at the end of the day, you know, most companies are not in the business of security. They're in the business of making widgets or selling widgets or whatever it is. >>So making sure that the security, yeah, yeah, that's an app issue. Exactly. Making sure that they're kind of involved in that life cycle so that, not that they can, you know, define what that needs to be, but at least be aware of, Hey, this is something we need to watch out for or get visibility into and, and keep the process moving. All right. Let's talk about Splunk. Let's set up their role in the enterprise. I'll see enterprise suite 6.0 is a shipping general availability. How are you guys deploying and optimizing Splunk for customers? What are some of the killer use cases that's there and new ones emerging? Yeah, we've, we provide, you know, really kind of three core areas. First one customers, you're one is obviously making sure that the platform is healthy. So a lot of times we'll go into a, a customer that, uh, you know, maybe they, they, there's one team has turned over or they rapidly expanded and, and in a quickly, you kind of overwhelming the system that's there. >>So making sure that the, the architecture is correct, maintained, patched, upgraded, and they're, they're really taking advantage of the power of Splunk. Uh, from an engineering standpoint. Uh, also another key area is building content. So as we were discussing earlier, making sure that we've got the visibility and all that data coming in, we've got to make sure that, okay, are we pursuing that data correctly? Are we creating the appropriate alerts and dashboards and reports and we can see what's going on. Um, and then the last piece is actually taking, you know, see you taking action on that. So, uh, from an incident response standpoint, watching those alerts and watching that content flyer and making sure that we're escalating and working with the customer security team, they'd love to get your thoughts. Final question on the, um, first of all, great, great insight. They'll, I love that. >>As customers who have personal Splunk, we buy our data is number one third party app for blogs work an app, work app workloads, and in cloud as well as more clients than you have rely more on cloud. AWS for instance, they have security hub, they're deploying some of this to lean on cloud providers, hyperscale cloud providers for security, but that doesn't diminish the roles flung place. So there's a lot of people that are debating, well, the cloud is going to eat Splunk's lunch. And so I don't think that's the case. I want to get your thoughts of it because they're symbionic. Oh yeah. So what's your thoughts on the relationship to the cloud providers, to the Splunk customer who's also going to potentially moves to the cloud and have a hybrid cloud environment? Yeah, and now I would agree there's, you know, there are going to exist side by side for a long time. >>Uh, most environments that we see are hybrid environments. While most organizations do have a cloud first initiative, there's still a lot of on premise stuff. So Splunk is still going to be a, a key cornerstone of just getting that data. Where I do see is maybe a, you know, in those platforms, um, kind of stretching the reach of Splunk of, Hey, let's, let's filter and parse this stuff maybe closer to the source and make sure that we're getting the actionable things into our Splunk ES dashboards and things like that so that we can really make sure that we're getting the good stuff. And maybe, you know, the stuff that's not actionable, we're, we've up in our AWS environment. Um, and that's, that's a lot of the technology that Splunk's coming out with. It's able to search those other environments is going to be really key I think for that where you don't have to kind of use up all your licensing and bring that non-actionable data in, but you still able to search across. >>But that doesn't sound like core Splunk services more. That's more of an operational choice there. Less of a core thing. You mentioned that you think splints to sit side by side for the clouds. What, what gives you that insight? What's, what's, uh, what's telling you that that's gonna happen? What's the, yeah, you still need the core functionality of Splunk running with spark provides is a, you know, it's a great way to bring data and it parses it, uh, extremely well. Um, having those, uh, you know, correlate in correlation engines and searches. Um, that's, that's very nice to have that prepackaged doing that from scratch. Uh, you can certainly, there's other tools that can bring data in, but that's a heavy riff to try to recreate the wheel so to speak. We're here with Joe Parlo, CTO, really a quest, a pardon with Splunk setting up this dotcom SOC for the exhibits and all the infrastructure. >>Um, final question, what's the coolest thing going on at dotcom this year? What's, what should customers or geeks look at that's cool and relevant that you think should be top line? Top couple of things. Yeah, I, I, uh, one of the things I like the most out of the keynote was, uh, the whole, uh, Porsche use case with that. The AR augmentation on my pet bear was really, really cool. Um, and then obviously the new features are coming out with, with VFS and some of another pricing model. So definitely exciting time to be a partner of Splunk. Alright, Joe, thanks for them. John furrier here with the cube live in Las Vegas day two of three days of coverage.com. Their 10th year anniversary, our seventh year covering the Silicon angle, the cube. I'm Sean furrier. Thanks for watching. We'll be right back.

>>Live from Las Vegas. It's the cube covering UI path forward Americas 2019 brought to you by UI path. >>We're back in Las Vegas. UI path forward three. You're watching the cube, the leader in live tech coverage. Bobby Patrick is here. He's the COO of UI path. Welcome. Hi Dave. Good to see it to be here. Wow. Great to have the cube here again. Right? Q loves these hot shows like this. I mean this is, you've said Gardner hasn't done the fastest growing software segment you've seen in the data that we share from ETR. You guys are off the chart in terms of net score. It's happening. I hanging onto the rocket ship. How's it feel? Well it's crazy. I mean it's great. You all have seen some of the growth along the way too, right? I mean we had our first forward event less than two years ago and you know about 500 plus plus non UI path and people then go year later. It was Miami USY. >>There's probably a lot. Cube I think was Miami right yet and a, and that was a great event, but that was more in the 13 1400 range. This one's almost 3000 and the most amazing part about it was we had 8% attrition from the registrations. Yeah. That's never seen that we're averaging 18% of 20% for all of our, most of our events worldwide. But 8% the commitment is unbelievable. Even 18 to to 20% is very good. I mean normally you'll see 25 to sometimes as high as 50% yeah. It just underscores the heat. >> Well I think what's also great, other stats that you might find interesting. So over 50% of the attendees here are exec. Our senior executives, like for the first time we actually had S you know, C level executive CHRs and CEOs on stage. Right. You could feel the interest level. Now of course we want RPA developers at events too, right? >>But this show really does speak, I think to the bigger value propositions and the bigger business transformation opportunity from RPA. And I mean, you've come so far where no one knew RPA two years ago to the CIO of Morgan Stanley on stage, just warning raving about it. That's, we've come a long way in two years. >> Well, and I saw a lot of the banks here hovering around, you know, knocking on your door so they, they know they are like heat seeking missiles, you know, so, but the growth has been amazing. I mean I think ARR in 2017 was what, 25 million at this time. Uh, at the end of 17 it was 43 and 43 and 25 and now you're at 12 times higher now 1212 X solve X growth, which is the fastest growing software company. I think in that we know from one to 100 we were, we did that in 21 months and all that. >>And we had banks who now we're not really counting anymore and we're kind of, you know, now focus more on customer expansion. Even though we hit 5,000 customers, which we started the year at 2050 ish. We just crossed 5,000. I mean, so the number of customers is great, but there's no question. This conference is focused on scaling, helping them grow at enterprise wide with, with, with RPA. So I think our focus will be in to shift a bit, you know, to really customer expansion. Uh, and that's a lot of what this announcements, the product announcements were about a lot of what the theme here is about. We had four dozen customers on, on stage, you know, the Uber's of the world, the Amazons of the world. It's all about how they've been scaling. So that's the story now. Well, you know, we do a lot of these events and I go back to some of the, uh, when the cube first started, companies like Tablo, Dallas Blunck great service. >>Now, I mean, these you can, and when you talk to customers, first of all, it's easy to get customers to come talk about RPA. Yeah. And they're, they're all saying the same thing. I mean, Jeanne younger said she's never been more excited in her career from security benefit. But the thing is, Bobby, it's, I feel like they're, they're really just getting started. Yeah. I mean most of the use cases that you see are again, automating mundane task. We had one which was the American fidelity, which is a really bringing in AI. Right. But they're really just getting started. It's like one to 3% penetration. So what are your thoughts on that to kind of land and expand, if you will? I think, you know, look, last year we announced our vision of a robot for every person. At that point we had SNBC on stage and they were the one behind it. >>And they are an amazing story. Now we have a dozen or so that are onstage talking about a robot for every person like st and others. And so, but that, that, that's a pretty, pretty, pretty bold vision I think. Look, I think it's important to look at it both ways. Um, there's huge gold and applying RPA to solve real problems. There's a big opportunity, enterprise wide, no question. We've got that. But I look New York Foundling was on stage yesterday. We have New York Foundling is a 150 year old associate. Our charity in New York focused on child welfare, started by three fishers of charity. They focused on infants. And anyway, it's an amazing firm. Just the passion that New York family had on stage with Daniel yesterday was amazing. But what they flew here because for once they found a technology that actually makes a huge difference for them and what in their mission. >>So their first RPA operation was they have 850 clinicians every week. They spend four hours a week moving their contact, uh, a new contact data associate with child child issues from system to system to spreadsheet and paper to system, right? They use RPA and they now say for a 200,000 hours a year. But more importantly, those clinicians spend those four hours every week with children not moving. So I'm still taking, I think Daniel had a bit of a tear in his eye, hearing them talk about it on stage, but I'm still taken by, by the, by the sheer massive opportunity for RPA in, in a particular to solve some really amazing things. Now on a mass scale, a company can drive, you know, 10, 15, 20% productivity by every employee having a robot. Yes, that's true on a mass scale. They can completely transform their business, your transform customer experience, transform the workplace on a mass scale. >>And that, that is, that's a sea level GFC level goal and that's a big deal. But I love the stories that are very real. Um, and, and I think those are important to still do plug some great tech for good story. Look, tech gives, you know, the whole Facebook stuff and the fake news got beat up and it had Benny come out recently say, Hey, it's, it's not just about increasing the value to shareholders, you know, it's about tech for good and doing other things affecting lifestyle's life changing. And Michael Dell is another one. Now I've, I've, I've kind of said tongue in cheek, you know, show me the CEO misses is four quarters in a row and see if that holds up. But nonetheless, you love to see successful companies giving back. It seems to be, it's part of your, well look I've been part of hardware companies and I met you all through a few of them and others they have good noble causes but it was hard to really connect the dots. >>Yes there CPS underneath a number of these things. But I think judging by the emotional connection that these customers have on stage, right and these are the Walmarts and Uber's and others in the world judging by the employee and job satisfaction that they talk about the benefits there. I just, I my career, I have not seen that kind of real direct impact from you know, from B2B software for example on the lives of people both everyday at work but also just solving the solving, you know, help accelerate human achievement. Right. And so many amazing ways. We had the CEO of the U N I T shared services group on stage yesterday and they have a real challenge with, you know, with the growth of refugees worldwide and he would express them and they can't hit keep up. They don't have the funding, which is, you know, with everybody and, and Trump and others trying to hold back money. >>But they had this massive charter for of good, the only way they get there is through digital. The new CEO, the new head of the U N is a technology engineer. He came in and said, the way we solve this is with templates, with technology. And they decided, they said on stage yesterday that RPA and RPA has the path to AI and the greater, the greater new technologies and that's how they're going to do it. And it's just a, it's a really, it's, I think it's, it feels really great. You know, it's funny too, one of the things we've been talking about this week is people might be somewhat surprised that there's so much head room left for automation because the boy, 50 years of tech, Kevin, we automated everything. That's the other, but, and Daniel put forth the premise last night, it actually, technology is created more process problems or inefficiencies. >>So it's almost like tech has created this new problem. Can tech get us out of the problem? Well, essentially you think about all the applications we use in our lives, right? Um, you know, although people do have, you know, a Salesforce stack and sometimes in this SAP, the reality is they have a mix of a bunch of systems and then we add Slack to it and we add other tools and we add all the tools alone, have some great value. But from a process perspective of how we work everyday, right? How a business user might work at a call center, they have to interact then. And the reality is they're often interacting with old systems too because moving them is not easy, right? So now you've got old systems, new systems and, and really the only way to do that is to put a layer on top of the systems of engagement and the systems of record, right? >>A layer on top that's easy to actually build an application that goes between all of these different, these different applications, outlook, Excel, legacy systems and salesforce.com and so on and so on and, and build an app that solves a real problem, have it have outcomes quickly. And this is why, Dave, we unveiled the vision here that we believe that automation is the application. And when you begin to think about I could solve a problem now without requiring a bunch of it engineers who already are maxed out, right? Uh, I can solve a problem that can directly impact the businesses or directly impact customers. And I can do that on top of these old technologies by just dragging and dropping and using a designer tool like studio or studio X in a business user can do that. That's, that's a game changer. I think what's amazing is when you go to talk to a CIO who says, I've been automating for 20 years, you know, take up the ROI. >>Once they realize this is different, the light bulb goes off. We call it the automation first mindset. A light bulb goes off and you realize, okay, this is a very different whole different way of creating value for, for an organization. I think about how people weigh the way that people work today. You're constantly context switching. You're in different systems. Like you said, Slack, you're getting texts and you want to be responsive. You want to be real time. I know Jeff Frick who was the GM of the cube has got two giant screens right on his desk. I myself, I always have 1520 tabs open if I go, Oh you got so many tabs on my, yeah. Cause I'm constantly context switching, pulling things out of email, going back and forth and so and so. I'm starting to grok this notion of the automation is the app. >>At first I thought, okay, it's the killer app, but it's not about stitching things together with through API APIs. It's really about bringing an automation perspective across the organization. We heard it from Pepsi yesterday. Yeah, right. Sort of the fabric, the automation fabric throughout the organization. Now that's aspirational for most companies today, but that really is the vision. Well, I think you had Layla from Coca-Cola also on, right. And her V their vision there and they actually took the CDO role of the CIO and put them together. And they're realizing now that that transformation is driven by this new way of thinking. Yeah, I think, you know, look, we introduced a whole set of new brand new products and capabilities around scaling around helping build these applications quicker. I, I think, you know, fast forward one year from now, the, you know, the vision we outlined will be very obvious the way people interact with, you know, via UI path to build applications, assault come, the speed to the operate will be transformational and, and so, you know, and you see this conference hear me walk around. >>I mean you saw last year in the year before you see the year before, but it's, it's a whole, the speed at which we're evolving here, I think it's unprecedented. And so I'll talk a little bit about the market for has Crigler killer was awesome this morning. He really knows his stuff now. Last year I saw some data from him and said the market by 2020 4 billion, and I said, no way. It's going to be much larger than that. Gonna be 10 billion by 2020 I did Dave Volante fork, Becca napkin by old IDC day forecast. Now what he, what he showed today is data. It actually was 10 billion by 2020 because he was including services, the services, which is what I was including in my number as well, but the of it, which was so good for him now, but the only thing is he had this kind of linear growth and that's not how these rocket ship Marcus grow. >>They're more like an old guy for an S curve. You're going to get some steep part now, so I'd love to see like a longer term forecast because that it feels like that's how this is going to evolve. Right now it's like you've seated the base and you can just feel the momentum building and then I would expect you're going to see massive steep sort of exponential growth. Steeper. There may be, you know, nonlinear because that's how these markets go >> to come from the expansion potential, right? And none of our customers are more than 1% audit automated from an RPA perspective. So that shows you the massive opportunity. But back to the market site, data size, Craig and I and the other analysts, we talk often about this. I think the Tam views are very low and you'll look at our market share, let's just get some real data out there, right? >>Our market share in 2017 was 5% let's use Craig's linear data for now. You know, our market share this year is over 20% our market share applying, and I don't want to give the exact numbers as you don't provide guidance anymore, is substantially we're substantially gaining share now. I believe that's the reality of the market. I think because we know blue prisms numbers, we go four times faster than the every quarter automation. The world won't share their numbers. But you know, I can make some guesses, but either way I think, you know, I think we're gaining share on them significantly. I think, you know, Craig's not gonna want us to be 50% of the market two years, he's just not. And so he's going to have to figure out how to identify how to think. That brought more broadly about, about that market trend. He talked about it on stage today about how does he calculate the AI impact and the other pieces now the process mining now that now that we are integrating process mining into RPA, right? >>It's strategic component of that. How does that also involve the market? So I think you have both the expansion and the plot product portfolio, which drives it. And then you have the fact that customers are going to add more automations at faster pace and more robots and that's where the expansion really kicks in. And we often say, you know, look as a, as a, as a, as a company that, you know, one day we'll be public company, our ARR numbers. Very important. We do openly transparently share that. But you know, the other big metric will be, you know, dollar based net expansion rate that shows really how customers are expanding. I think that, I know it, our numbers, we haven't shared it yet. I know all the SAS companies, the top 10 I can tell you, you know we're higher than all of them. >>The market projections are low. And I think he knows it well. >> Speaking of Tam, and when we, I saw this with, with service now, now service now the core was it right? So the, the ROI was not as obvious with, with, with you guys, you're touching business process. And so, so in David Flory are way, way back, did an analysis of service and now he said, wow, the Tam is way being way under counted by everybody. That wall street analyst Gardner, it feels like the same here because there are so many adjacencies and just talk to the customers and you're seeing that the Tam could be enormous, much bigger than the whatever 16 billion a Daniel show, the other Danielson tangles, the guy's balls. He said, Oh that's 16 billion. That's you. I pass this data. And you know, we laugh, but I'm, I'm like listening. Say I wonder if he's serious cause this guy thinks big. >>I mean, who would've thought that he'd be at this point by now? And you're just getting started? Well, I think, you know, one thing I think is, you know, we're, we're, you know, we were a little bit kind of over a little less humble when we talked about things like valuation over the last few years. We were trying to show this market's real, you know, we want to now focus more on outcomes and things get a little less from around those numbers. And I think that shows the evolution of a company's maturity, um, that we, I think we're going through right now. Uh, you know, the outcomes of, you know, Walmart on stage saying, you know, their first robot that was, this was, this was two years ago, delivered 360,000 hours of capacity for them in, in, in, in, in HR, right? That, you know, I think those, that's where we're gonna be focused because the reality is if we can deliver these big outcomes and continue them and we can go company-wide deliver on the robot for every, every, every, every person, then you know, the numbers follow along with it. >>Well we saw some M and a this week as well, which again leads me to the larger Tam cause we had PD on, um, with Rudy and you can start to see how, okay now we're going to actually move into that vision that the guy from PepsiCo laid out this, this fabric of this automation fabric across the organization. So M and a is, is a part of that as well. That starts to open up new Tam. Opportunity does. And I think, you know, a process mind is a great example of a market that is pretty well known in Europe, not so much in the U S um, and there are really only a few players in that, in that market today. Look, we're going to do what we did in RPA. We're going to do the same thing. You're process mining. We're going to just say anything we're doing in it, not as democratization, you'll our strategy will be to go mass market with these technologies, make it very easy for accessibility for every single person in the case of process mining, every business analyst to be able to mind their processes for them and, and ultimately that flows through to drive faster implementations and then faster, faster outcomes. >>I think our approach, again, our approach to the business users, our approach to democratization, um, you know it's very different than our competitors. A lot of these low code companies, I won't name a number cause I don't remember our partners here at our conference. They're IT-focused their services heavy and, and you know, their growth rates I'll be at okay are 30% year over year in this market. That shouldn't be the case at all. I mean we're a 200 plus a year. We are still and we've got big numbers and we have a whole different approach to the market. I don't think people have figured it out yet, Dave. Exactly, exactly. The strategy behind which is, which is when you have business users, subject matter experts and citizen developers that can access our technology and build automations quickly and deliver value proof for their company. And you do that in mass scale. >>Right. And then you will now allow with our apps for your end users, I get a call center to engage with a robot as part of their daily operation that none of the other it vendors who are all kind of conventional thinking and that's not, our models are very different, which I think shows in our numbers and and, and the growth rates. Yeah. Well you bet on simplicity early on. In fact, when you join you iPad, you challenged me so you have some of your Wiki bond analysts go out. I remember head download our stuff and then try to download the competitors and they'll tell us, you know how easy it as well we were able to download UI path. We, we built some simple automations. We couldn't get ahold of the other other, other companies products we tried. We were told we'll go to the reseller or how much did you have to spend and okay so you bet on simplicity, which was interesting because Daniel last night kind of admitted, look, he tracked the audience. >>He said thank you for taking a chance on us because frankly a couple of years ago this wasn't fully baked right and and so, so I want to talk about last, the last topic is sort of one of the things Craig talked about was consolidation and I've been saying that all week and said this, this market is going to consolidate. You guys are a leader now you've got to get escape velocity cause the leader makes a lot of money and becomes, gets big. The number two does. Okay, number three man, everybody else and the big guys are starting to jump in as well. You saw SAP, you know, makes an announcement and you guys are specialists and so your thoughts on hitting escape velocity, I wouldn't say you're quite there yet. I want to see more on the ecosystem. There's maybe, who knows, maybe there's an IPO coming. I've predicted that there is, but your thoughts on achieving escape velocity and some of the metrics around there, whether it's customer adoption penetration, what are your thoughts? >>Yeah, I mean we definitely don't have a timetable on an IPO, but we have investors, public investors and VCs that at some point are going to want, this is the reality of how, of how it works. Right. Um, you know, I think the, uh, you know, I think the numbers to focus right now are on around, you know, customer outcomes. I think the ecosystem is a good one. Right? You know, we have, I'd say the biggest ecosystem for us to date has been the SAP ecosystem. When we look at our advisory board members, for others, that's really where, where the action is. Supply chain management, ERP, you know, certainly CRM and others, we don't have a view that, so our competitors have, but we have chosen not to take money from our, from ecosystem companies because we don't, our customers here are building processes, all the automation across ecosystems. >>Right? So you know, we don't want to go bet on say just one like Salesforce or Workday. We want to help them across all the ecosystem now. So I think it's a little bit of a different strategy there. Look, I think the interesting thing is the SAP is the world. They bought a small company in France called contexture. They're trying to do this themselves. Microsoft, Microsoft didn't in Mark Benioff and Salesforce are asked on every earnings call now what are you doing for RPA? So they've got pressure. So maybe they invest in one of our competitors or maybe they, you'll take flow in Microsoft and expanded. I think we can't move fast enough because you know, I don't know if Microsoft has, I mean they're a great sponsor by the way. So I don't want to only be careful we swept with what I say. But you know, strategically speaking, these larger companies operate in 18 months, 12 1824 months kind of planning cycles. >>If he did that, he will never keep up with us. There's no one at any of our traditional large enterprise software companies that ever would have bet that we would come out and say that the best way to build applications right to solve problems will be through RPA. Either there'll be a layer on top of all their technologies that makes it easier than ever for business users to build applications and solve problems, that's going to scare them to death. Why? Because you don't have to move all your legacy systems anymore. Yes, you've got tons of databases, but guess what? Don't worry about it. Leave him alone. Stop spending money on ridiculous upgrades right now. Just build a new layer and I'm telling you I there. As they figured this out, they're going to keep looking back and say, Oh my God, why didn't we know? >>Why did we know there's it looked I hopefully we could all partner. We're going to try to go down that route, but there's something much bigger going on here and they haven't figured it out. Well, the SAP data is very interesting to me that I'm starting to connect the dots. I just did a piece on my breaking analysis and SAP, they thank you. They, they've acquired 31 companies over the last nine years, right? And they've not bit the bullet on integration the way Oracle had to with fusion. Right? And so as a result, there's this, they say throw everything into HANA. It's a memory that's not going to work from an integration standpoint, right? Automation is actually a way to connect, you know, the glue across all those disparate systems, right? And so that makes a lot of sense that you're having success inside SAP and there's no reason that can't continue. >>Why there's, you know, there's a number of major kind of trends we've outlined here. One of, uh, we call human in the loop. And you know, today, you know, when each, when an unattended robot could actually stop a process and instead of sending the exception to a, an it person who monitoring, say, orchestrator actually go to an inbox, a task and box of that business user in a call center or wherever, and that robot can go do something else because it's so, so efficient and productive. But once that human has to solve that problem, right, that robot or a robot will take that back on and keep going. This human and robot interaction, it doesn't exist today and we know we're rolling that out in our UI path apps. I think you know that that's kind of mind blowing and then when you add a, I can't go too far into our roadmap and strategy or when you added the app programming layer and you add data science, that's a little bit of a hint into where we're going because we're open and transparent. >>Our data science connection, it's, it's this platform here, this kind of, I'd like to still call it all RPA. I think that that's a good thing, but the reality is this platform does Tam. What it can do is nothing like it was a year ago and it won't be like where it is today. A year from now you've got the tiger by the tail, Bobby, you got work to do, but congratulations on all the success. It's really been great to be able to document this and cover it, so thanks for coming on the cube. Thank you. All right. Thank you for watching everybody back with our next guest. Right after this short break, you're watching the cube live from UI path forward three from Bellagio in Vegas right back.

live from Las Vegas it's the queue covering del technology's world 2019 brought to you by Dell technologies and it's ecosystem partners okay welcome back everyone we live in Las Vegas with a cube tech cue coverage of Dell technology world I'm Jean for @d Volante we're here in Cuba Lumley MERIS house who's the president and chief commercial officer Dell technologies great to see you again always great to be here sir so the the movie just gets better and sequels and Dell 3 into the year 3 of the acquisition I love look I love the script and we're gonna keep going you guys are access to the Game of Thrones it's not going to end it's gonna one of the themes I want to get your thoughts on first of all welcome back to look you good to see you what's going on right now give us an update Mars you've you've seen the chessboard of MMA of big firms on the private equity side you worked at HP during those days you came to Dell with Michael early on partnering on the going private and then looking at the overall plan which is now in full execution mode at the integration part of integrating it all together it's working really good mill the fairway revenues at ninety plus billion where are we right now well I'll tell you I think you and I were just discussing it a second ago scale does matter but if you can align scale with ax in your portfolio that it's so well aligned to the trends in the industry and you're representing an opportunity for a customer to select a partner like Dell technologies to help them solve their key business channel and just not just for today we're into the future and then if you can do at scale right portfolio at the velocity we're doing it's a trifecta that we love it's a that you know I recently talked to Tom Tom sweet we grew the business eleven billion dollars on an already big number just last year alone so and we're gaining sharing all of our key lines of business so the Folies aligning really well customers have been extraordinary and obviously building those big trusted relationships not just now to the but into the future that's you guys ready and you guys got a great team the ability to attract the talent has been phenomenal give you guys props on that but I keep coming back to we had a few years ago which is okay the big waves coming everyone kind of got cloud they saw the scale of Amazon great gel sign that continues to do great for AWS now it's multi cloud now IT the original consolidation of IT that you guys were going after had good growth and value creation just out of the box and now the tail winds as you mentioned so I got to ask you about this end to end this is a land grab this end to end operational consistency thing because it's a very unique it's hard to copy it's in the middle if you can continue to pull that off that's going to be a great opportunity that's gonna feed up up the stack if you will talk about the challenges and why you guys are going this end to end and the benefits the customers there's there is no doubt that the customers are getting smarter every day in understanding what workloads what applications what data sets ought to reside in which ecosystems to better serve them and to better align to their overall economic needs and desires that they want and their flexibility and agility to be able to move those workloads in that data seamlessly to best address their particular needs the beauty of what we've been able to do is integrate the VMware architecture into the public cloud ecosystems and we've got many others that are ready knocking on the door to the beat want to be part of it so now what a customer can have is that true agility that true flexibility of moving applications and data seamlessly but all control through one mechanism because at the end of the day what's going to happen is they're gonna have their day to resign on multiple different sources but they want to be able to see it they want to be able to accident they want to be able to analyze it and once you're able to analyze it regardless of where it resides and then draw the conclusions from it that's what's enables them to then create a predictive model that almost a cost to zero so on day one of the keynotes Michael said he showed the be of a video he said if you're you know bank with two trillion and assets or your two-story farmhouse we care about you know that's kind of music to your ears you obviously you're a big part of that what's different about the commercial customers and and what's going on in that base in terms of their transformation their trends and how is that different from I mean in commercial customers Lisa my and my patch I've got the biggest of the public-sector account so I've got them of all different sizes and shapes and different stages of the journey and that's what we're finding everywhere even if you're a big account small account medium account everyone is on there's digital transformation journey and there's an intersection that we can play a very big part of in and then enabling them to create a playbook as to how do I go through this journey effectively but what we're finding is when we took the overall architecture kind of or indeed tenants if you will around making sure that we have a scale out architecture model it doesn't able to have our customers adopt things and then be able to scale it out as their economic or as their business grows as an example so you can jump into having leading-edge capabilities and technology to help you drive your your company today but know that we're there with you all the way to then scale at whatever rate you want to scale at Mars I got to ask you we had Tom sweet on as you just mentioned CFO he talked about the multiple levers to create multiple levers you guys are pulling to create shareholder value which is ultimately comes from free cash flow which is happy customers great to pay down the debt that's his job margin expansion get good product development increase go to market efficiencies okay and then so philosophy supply chain go to market efficiencies this is your wheelhouse as you guys go talk to the customers and go to the market now with the sets of partnerships one of the changes that we're seeing is in IT it shifted the conversation shifted from not just cost reduction but revenue generating so with these new tailwind is creating a business model opportunity for your customers this is not the old school best in breed got great storage low cost I I've you know low cost per storage gigabyte this is about I don't want to deal with infrastructure anymore you guys handle that this is what you're going after how are you guys going to market under the new reality that customers are critical do you agree with that and how are you going to market with this new shift in the customers mindset Mike the mindset is now that change or dying if I don't drive the digital transformation within my company someone else will do it and more than likely will be a competitor so you see it having on the the uber front air B&B front you can go down the list every single one of these industries are figuring out I better Drive this aggressively and make sure that I take advantage of what's happening in the technology landscape in order to progress and grow my business to be more relevant and more differentiated so instead of IT being a let me lower my cost structure model IT is now the enabler of changing the business model the enabler of a scaling at a much faster rate to take advantage of the options and how does that change the customer selection on vendor supplier because obviously this is obviously gonna probably good for saying you know one supplier gel but that's gonna change how they evaluate procure consume and they're partnering how is that going to change their selection they they want to move more and more towards having the conversation around what do we need to do to scale our business and again create a differentiated advantage right well last thing they want to be is a systems integrator of all the different IT suppliers so when you have a partner like Dell technologies that truly does have the broadest and and and what I'd say best capabilities on the planet to then become that partner of choice for them to move them in this direction faster that's a very simple decision for them to make and how is that dynamic translating into public sector where you know there's a lot of turnover in terms of administration's you might have edicts in terms of you know multi vendor what are you seeing there but I think this is consistent we have a built a a practice what we call smart digital cities that we seeing the need everywhere at the end of the day regardless what public sector entity you go to what country you go to whatever mean it's about you go to every single one of them are thinking about how can I create more jobs how can I create build and grow the economic engine of my city my state my country and guess what they're leaning on technology to do that so everywhere we go it's a conversation about how can we drive efficiencies and productivity improvements across all the things you do and provide a greater level of service to every one of your it's constituencies through technology anything from securing the environment driving protecting our citizens to providing better health care services to providing better traffic management to providing better education and reach waste management you just go down the list every single city every single Enterprise a public sector entity around the globe is thinking about it and what's again the beautiful thing is we can come in we can bring in our overall partner ecosystem because it is a broader ecosystem that is needed in order to be able to deliver those end-to-end capabilities but very much on demand everywhere I gotta ask you about first of all is on the IT side those four public sector entities have a huge job ahead of them and they're not IT huge that staffs they need nimbleness and they need horsepower basically out of the gate and the beauty of what we are able to do is we share the best practices of what we see around the world you can imagine that a city of Dubai very progressive right clearly have the budget clearly have less restrictions on data privacy clearly have less restrictions on legacy integrations into past solutions so they can move pretty quickly with a pretty broad base view as to where they want to go so you take those ideas take those best practices and then you you showcase that to the rest of the world it's - ok what can we use what can they use - to move their agenda forward quickly I want to switch gears talk about competition I saw the Tom sweets presentation the analyst briefing around competition I didn't see any cloud vendors on their office T going multi cloud with your own cloud I see that but just in the traditional IT space the numbers are great in your and you got bigger bigger is better so HPE when smaller they thought that focus would be better for them maybe it is but now you have existing competitors from the classic IT market it's a new new ground you're going after you got Alienware here it's a gaming world you're partnering with it's a beautiful set up so that's the future of TCS so you're in all these markets what's the competitive view how did you talk about your companies for competitive strategy - what we first talked about if you if you've got scale and you have a broad broad portfolio they can address the the core trends that are emerging for the next decade or two and you can do it at speed I'd say a very nice formula and that's what we're starting to really operate at that kind of cadence with the the the strategically aligned businesses like VM were like like pivotal like secure works that are all coming together very nicely to be able to drive these transformations collectively as one portfolio where's the partner coopertition kind of thing going on because you think Cisco for instance you know you guys partner with Cisco in some level but also at the same time NSX on the VMware family side looking like us competing directly with Cisco so this is this you're going to have direct competition and then other ones that are coopertition where you're working as a partner or maybe and it's evolving so how do you guys bet to have those balance conversations it's it's been like that for decades right and there's you you've got big players in the market at the end of the day as long as you service your customer and deliver to them what they want and how they want it at the end of the day we need to collaborate to make that happen - same exact reason why we announced our partnership with Microsoft and Azure earlier this week customer draw was there they said we want you to be that single that single broker that enables me to move my my data in my application seamlessly and securely containerized to any public cloud well guess what Azure needs to be part of that equation so when the customer drives it and it's clearly aligned to their particular needs the the IT ecosystem comes together the best serve that when you have when you meet with the top customers and the top senior people what's the pitch Mario's when you go in and say hey you know here's get we're just gel technology we've got all the puzzle pieces they'll be be successful what's your pitch when you go in what's the mean message that you guys say to those customers I like for the last couple of years we've been talking about that the transformations that are happening right at the highest level it's just a digital transformation journey that people are on the work force transformation they're doing the overall IT transformation that enables that then of course how do you the whole environment on top of that they're having the conversation about okay let's go build the blueprint as to what that looks like for me as a customer and then show me how I'm gonna you're gonna deliver to me the platforms that enables me to grow and make sure that I'm making the right batch long term right I don't want a solution that's just there for today I want to make sure that I've got a solution that good that that will take me into the future and that makes me ultra competitive so when you think about it if I wanted a an app development platform that clearly needs to be cloud native in mind I need to have agile development capabilities and I need to be able the time to value needs to continue to shrink well guess what we got that with pivotal right you want to be able to now do your data management ecosystem seamlessly and and across multiple platforms clearly we have assets like Bumi that enable that to happen very very well and and then you want to virtualize your overall infrastructure layer as much as possible so you truly can scale up or scale down any of your infrastructure capabilities in order to meet the needs of that particular workload seamlessly when you have the data platform when you have the app platform when you have the virtualization platform and you have all of the infrastructure platform so well aligned to the overall trends and transformations our customers are doing it's almost a no-brainer I mean it is an IQ test that all of our customers are clearly passing and okay and what you just laid out it's probably like a ten year he's gonna play out over the next ten years and there's still a lot of invention to be required if you guys aren't doing a lot of M&A right now you know paying down the debt tom was clear on that but as an M&A person I want if we can pick your brain and I'm more familiar with the tech M&A it's where myspace but most M&A much of it anyway fails and and from your perspective why is that and why are some successful why or some not I think it is the how do you how do you when you add a new entity into the broader entity what are the synergies that you're aligning to to make sure that that new entity has the opportunity scale and grow right and that's why you have meant you have sometimes smaller deals are interesting from an IP perspective but if you don't tie it back into how are you gonna go scale to go to market to make it available to your broader set of customer base you or it gets lost in the equation that's a problem and I think what we've done is a very good job making sure that we understand how each piece of the IP portfolio comes together and is aligned to our overall approach and how we how we how we help you have the conversation with the customer that we've been able to see what we call our cross synergies of all the acquisitions we've made significantly exceed any and all of our expectations and and that's important part to do ahead of time before you make the acquisition know not just how it fits into the IP stack but how it fits into your overall go to market stack and how it fits in your overall value proposition to the customer Marcus thanks for spending the time know you're really busy coming on the cube I got to ask you one final question of this showed here Dell technology world over three days what are the three top highlights that happened to you that give a tell sign of the next 10 years with Dell technology I mean we've always said that we do what we say so I think and I've had many of analyst tell us that my god you guys consistently have delivered what you said you would deliver so the early skepticism of hey this this is a big company there's multiple cultures not sure that operationally you will execute well guess what I think it's fair to say the teams are executing and then when you see the results of taking share in every line of business you see the results where the customer satisfaction is higher than it's ever been our partner satisfaction is higher than it's ever been our partner growth is higher is the fastest-growing route to market for us all of that is just a testament that we are operating on all cylinders but what's more exciting is the yet to come part and and the fortuity so big right the market is what three and a half trillion ninety billion is a fraction of that so this is what our our team members see it's what our customers see our partners see so that momentum it's just a tsunami that's just gonna keep on growing well the cube barometer certainly showing activity to sets when we get four you know you're doing well so we're gonna keep an eye on the pulse of the cube pan and we got here Mari it's great to see you always a pleasure great insight thanks for sharing John awesome grant appeared a virus awesome thank you so much Myers house president chief commercial officer Dell technologies Friends of the cube great executive tech athlete as we say live coverage day three here the cube coverage of Delta knows we will be right back with more after the short break [Music]