Mary Roth, Couchbase | Couchbase ConnectONLINE 2021
(upbeat music playing) >> Welcome to theCUBE's coverage of Couchbase ConnectONLINE Mary Roth, VP of Engineering Operations with Couchbase is here for Couchbase ConnectONLINE. Mary. Great to see you. Thanks for coming on remotely for this segment. >> Thank you very much. It's great to be here. >> Love the fire in the background, a little fireside chat here, kind of happening, but I want to get into it because, Engineering and Operations with the pandemic has really kind of shown that, engineers and developers have been good, working remotely for a while, but for the most part it's impacted companies in general, across the organizations. How did the Couchbase engineering team adapt to the remote work? >> Great question. And I actually think the Couchbase team responded very well to this new model of working imposed by the pandemic. And I have a unique perspective on the Couchbase journey. I joined in February, 2020 after 20 plus years at IBM, which had embraced a hybrid, in-office remote work model many years earlier. So in my IBM career, I live four minutes away from my research lab in Almaden Valley, but IBM is a global company with headquarters on the East Coast, and so throughout my career, I often found myself on phone calls with people around the globe at 5:00 AM in the morning, I quickly learned and quickly adapted to a hybrid model. I'd go into the office to collaborate and have in-person meetings when needed. But if I was on the phone at 5:00 AM in the morning, I didn't feel the need to get up at 4:30 AM to go in. I just worked from home and I discovered I could be more productive there, doing think time work, and I really only needed the in-person time for collaboration. This hybrid model allowed me to have a great career at IBM and raise my two daughters at the same time. So when I joined Couchbase, I joined a company that was all about being in-person and instead of a four minute commute, it was going to be an hour or more commute for me each way. This was going to be a really big transition for me, but I was excited enough by Couchbase and what it offered, that I decided to give it a try. Well, that was February, 2020. I showed up early in the morning on March 10th, 2020 for an early morning meeting in-person only to learn that I was one of the only few people that didn't get the memo. We were switching to a remote working model. And so over the last year, I have had the ability to watch Couchbase and other companies pivot to make this remote working model possible and not only possible, but effective. And I'm really happy to see the results. A remote work model does have its challenges, that's for sure, but it also has its benefits, better work-life balance and more time to interact with family members during the day and more quiet time just to think. We just did a retrospective on a major product release, Couchbase server 7.0, that we did over the past 18 months. And one of the major insights by the leadership team is that working from home actually made people more effective. I don't think a full remote model is the right approach going forward, but a hybrid model that IBM adopted many years ago and that I was able to participate in for most of my career, I believe is a healthier and more productive approach. >> Well, great story. I love the come back and now you take leverage of all the best practices from the IBM days, but how did they, your team and the Couchbase engineering team react? And were there any best practices or key learnings that you guys pulled out of that? >> The initial reaction was not good. I mean, as I mentioned, it was a culture based on in-person, people had to be in in-person meetings. So it took a while to get used to it, but there was a forcing function, right? We had to work remotely. That was the only option. And so people made it work. I think the advancement of virtual meeting technology really helps a lot. Over earlier days in my career where I had just bad phone connections, that was very difficult. But with the virtual meetings that you have, where you can actually see people and interact, I think is really quite helpful. And probably the key. >> What's the DNA of the company there? I mean, every company's got the DNA, Intel's Moore's Law, and what's the engineering culture at Couchbase like, if you could describe it. >> The engineering culture at Couchbase is very familiar to me. We are at our heart, a database company, and I grew up in the database world, which has a very unique culture based on two values, merit and mentorship. And we also focus on something that I like to call growing the next generation. Now database technology started in the late sixties, early seventies, with a few key players and institutions. These key players were extremely bright and they tackled and solved really hard problems with elegant solutions, long before anybody knew they were going to be necessary. Now, those original key players, people like Jim Gray, Bruce Lindsay, Don Chamberlin, Pat Selinger, David Dewitt, Michael Stonebraker. They just love solving hard problems. And they wanted to share that elegance with a new generation. And so they really focused on growing the next generation of leaders, which became the Mike Carey's and the Mohan's and the Lagerhaus's of the world. And that culture grew over multiple generations with the previous generation cultivating, challenging, and advocating for the next, I was really lucky to grow up in that culture. And I've advanced my career as a result, as being part of it. The reason I joined Couchbase is because I see that culture alive and well here. Our two fundamental values on the engineering side, are merit and mentorship. >> One of the things I want to get your thoughts on, on the database questions. I remember, back in the old glory days, you mentioned some of those luminaries, you know, there wasn't many database geeks out there, there was kind of a small community, now, as databases are everywhere. So you see, there's no one database that has rule in the world, but you starting to see a pattern of database, kinds of things are emerging, more databases than ever before, they are on the internet, they are on the cloud, there are none the edge. It's essentially, we're living in a large distributed computing environment. So now it's cool to be in databases because they're everywhere. (laughing) So, I mean, this is kind of where we are at. What's your reaction to that? >> You're absolutely right. There used to be a few small vendors and a few key technologies and it's grown over the years, but the fundamental problems are the same, data integrity, performance and scalability in the face of distributed systems. Those were all the hard problems that those key leaders solved back in the sixties and seventies. They're not new problems. They're still there. And they did a lot of the fundamental work that you can apply and reapply in different scenarios and situations. >> That's pretty exciting. I love that. I love the different architectures that are emerging and allows for more creativity for application developers. And this becomes like the key thing we're seeing right now, driving the business and a big conversation here at the, at the event is the powering of these modern applications that need low latency. There's no more, not many spinning disks anymore. It's all in RAM, all these kinds of different memory, you got centralization, you got all kinds of new constructs. How do you make sense of it all? How do you talk to customers? What's the main core thing happening right now? If you had to describe it. >> Yeah, it depends on the type of customer you're talking to. We have focused primarily on the enterprise market and in that market, there are really fundamental issues. Information for these enterprises is key. It's their core asset that they have and they understand very well that they need to protect it and make it available more quickly. I started as a DBA at Morgan Stanley, back, right out of college. And at the time I think it was, it probably still is, but at the time it was the best run IT shop that I'd ever seen in my life. The fundamental problems that we had to solve to get information from one stock exchange to another, to get it to the SEC are the same problems that we're solving today. Back then we were working on mainframes and over high-speed Datacom links. Today, it's the same kind of problem. It's just the underlying infrastructure has changed. >> Yeah, the key, there has been a big supporter of women in tech. We've done thousands of interviews and why I got you. I want to ask you if you don't mind, career advice that you give women who are starting out in the field of engineering, computer science. What do you wish you knew when you started your career? And if you could be that person now, what would you say? >> Yeah, well, a lot of things I wish I knew then that I know now, but I think there are two key aspects to a successful career in engineering. I actually got started as a math major and the reason I became a math major is a little convoluted. As a girl, I was told we were bad at math. And so for some reason I decided that I had to major in it. That's actually how I got my start, but I've had a great career. And I think there are really two key aspects. First, is that it is a discipline in which respect is gained through merit. As I had mentioned earlier, engineers are notoriously detail-oriented and most are, perfectionists. They love elegant, well thought-out solutions and give respect when they see one. So understanding this can be a very important advantage if you're always prepared and you always bring your A-game to every debate, every presentation, every conversation, you have build up respect among your team, simply through merit. While that may mean that you need to be prepared to defend every point early on, say, in your graduate career or when you're starting, over time others will learn to trust your judgment and begin to intuitively follow your lead just by reputation. The reverse is also true. If you don't bring your A-game and you don't come prepared to debate, you will quickly lose respect. And that's particularly true if you're a woman. So if you don't know your stuff, don't engage in the debate until you do. >> That's awesome advice. >> That's... >> All right, continue. >> Thank you. So my second piece of advice that I wish I could give my younger self is to understand the roles of leaders and influencers in your career and the importance of choosing and purposely working with each. I like to break it down into three types of influencers, managers, mentors, and advocates. So that first group are the people in your management chain. It's your first line manager, your director, your VP, et cetera. Their role in your career is to help you measure short-term success. And particularly with how that success aligns with their goals and the company's goals. But it's important to understand that they are not your mentors and they may not have a direct interest in your long-term career success. I like to think of them as, say, you're sixth grade math teacher. You know, you getting an A in the class and advancing to seventh grade. They own you for that. But whether you get that basketball scholarship to college or getting to Harvard or become a CEO, they have very little influence over that. So a mentor is someone who does have a shared interest in your long-term success, maybe by your relationship with him or her, or because by helping you shape your career and achieve your own success, you help advance their goals. Whether it be the company success or helping more women achieve leadership positions or getting more kids into college on a basketball scholarship, whatever it is, they have some long-term goal that aligns with helping you with your career. And they give great advice. But that mentor is not enough because they're often outside the sphere of influence in your current position. And while they can offer great advice and coaching, they may not be able to help you directly advance. That's the role of the third type of influencer. Somebody that I call an advocate. An advocate is someone that's in a position to directly influence your advancement and champion you and your capabilities to others. They are in influential positions and others place great value in their opinions. Advocates stay with you throughout your career, and they'll continue to support you and promote you wherever you are and wherever they are, whether that's the same organization or not. They're the ones who, when a leadership position opens up will say, I think Mary's the right person to take on that challenge, or we need to move in a new direction, I think Mary's the right person to lead that effort. Now advocates are the most important people to identify early on and often in your career. And they're often the most overlooked. People early on often pay too much attention and rely on their management chain for advancement. Managers change on a dime, but mentors and advocates are there for you for the long haul. And that's one of the unique things about the database culture. Those set of advocates were just there already because they had focused on building the next generation. So I consider, you know, Mike Carey as my father and Mike Stonebraker as my grandfather, and Jim Gray as my great-grandfather and they're always there to advocate for me. >> That's like a schema and a database. You got to have it all right there, kind of teed up. Beautiful. (laughing) Great advice. >> Exactly. >> Thank you for that. That was really a masterclass. And that's going to be great advice for folks, really trying to figure out how to play the cards they have and the situation, and to double down or move and find other opportunities. So great stuff there. I do have to ask you Mary, thanks for coming on the technical side and the product side. Couchbase Capella was launched in conjunction with the event. What is the bottom line for that as, as an Operations and Engineering, built the products and rolled it out. What's the main top line message for about that product? >> Yeah. Well, we're very excited about the release of Capella and what it brings to the table is that it's a fully managed and automated database cloud offering so that customers can focus on development and building and improving their applications and reducing the time to market without having to worry about the hard problems underneath, and the operational database management efforts that come with it. As I mentioned earlier, I started my career as a DBA and it was one of the most sought after and highly paid positions in IT because operating a database required so much work. So with Capella, what we're seeing is, taking that job away from me. I'm not going to be able to apply for a DBA tomorrow. >> That's great stuff. Well, great. Thanks for coming. I really appreciate it. Congratulations on the company and the public offering this past summer in July and thanks for that great commentary and insight on theCUBE here. Thank you. >> Thank you very much. >> Okay. Mary Roth, VP of Engineering Operations at Couchbase part of Couchbase ConnectONLINE. I'm John Furrier, host of theCUBE. Thanks for watching. (upbeat music playing)
SUMMARY :
Great to see you. It's great to be here. but for the most part it's I didn't feel the need to I love the come back And probably the key. I mean, every company's got the DNA, and the Mohan's and the that has rule in the world, in the face of distributed systems. I love the different And at the time I think it I want to ask you if you don't mind, don't engage in the debate until you do. and they'll continue to support you You got to have it all right I do have to ask you Mary, and reducing the time to market and the public offering Mary Roth, VP of Engineering Operations
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Mary Roth, Couchbase | Couchbase ConnectONLINE 2021
>>And welcome to the cubes coverage of Couchbase connect online, Mary Roth, VP of engineering operations with couch basis here for Couchbase connect online. Mary. Great to see you. Thanks for coming on remotely for this segment. >>Thank you very much. It's great to be here. >>Love the fire in the background, a little fireside chat here, kind of happening, but I want to get into shooting, you know, engineering and operations with the pandemic has really kind of shown that, you know, engineers and developers have been good working remotely for a while, but for the most part it's impacted companies in general, across the organizations. How did the Couchbase engineering team adapt to the remote work? >>Uh, great question. Um, and I actually think the Couchbase team responded very well to this new model of working imposed by the pandemic. And I have a unique perspective on the couch space journey. I joined in February, 2020 after 20 plus years at IBM, which had embraced a hybrid in-office rewrote remote work model many years earlier. So in my IBM career, I live four minutes away from my research lab in almond and valley, but IBM is a global company with headquarters on the east coast and SU. So throughout my career, I often found myself on phone calls with people around the globe at 5:00 AM in the morning, I quickly learned and quickly adopted to a hybrid model. I'd go into the office to collaborate and have in-person meetings when needed. But if I was on the phone at >> 5: 00 AM in the morning, um, I didn't feel the need to get up at 4:30 AM to go in. >>I just worked from home and I discovered I could be more productive. They're doing think time work. And I really only needed the in-person time for collaboration. These hybrid model allowed me to have a great career at IBM and raise my two daughters at the same time. So when I joined Couchbase I joined a company that was all about being in-person and instead of a four minute commute, it was going to be an hour or more commute for me each way. This was going to be a really big transition for me, but I was excited enough by couch facing what it offered that I decided to give it a try. Well, that was February, 2020. I showed up early in the morning on March 10th, 2020 for an early morning meeting in person only to learn that I was one of the only few people that didn't get the memo. >>We were switching to a remote remote working model. And so over the last year, I have had the ability to watch cow's face and other companies pivot to make this remote working model possible and not only possible, but effective. And I'm really happy to see the results. Our remote work model does have its challenges that's for sure, but it also has its benefits better work-life balance and more time to interact with family members during the day and more quiet time, just to think we just did a retrospective on a major product release Couchbase server 7.0 that we did over the past 18 months. And one of the major insights by the leadership team is that working from home actually made people more effective. I don't think a full remote model is the right approach going forward, but a hybrid model that IBM adopted many years ago and that I was able to participate in for most of my career, I believe is a healthier and more productive approach. >>Well, great story. I love the, um, the, uh, you come back and now you take leverage all the best practices from the IBM days, but how did the, your team and the Couchbase engineering team react and were there any best practices or key learnings that you guys pulled out of that, >>Uh, the, the initial reaction was not good. I mean, as I mentioned, it was a culture based on in-person people had to be in person in person meetings. So it took a while to get used to it, but the, there was a forcing function, right? We had to work remotely. That was the only option. And so people made it work. I think the advancement of virtual meeting technology really, really helps a lot over earlier days in my career where I had just bad phone connections, that was very difficult. But with the virtual meetings that you have, where you can actually see people and interact, I think is really quite helpful. >>What's the DNA of the culture. What's the DNA. Every company's got the DNA entails Moore's law. Um, and at what's the engineering culture at Couchbase like if you could describe it. >>Uh, the engineering culture at Couchbase is very familiar to me. We are at our heart, a database company, and I grew up in the database world, which has a very unique culture based on two values, merit and mentorship. And we also focus on something that I like to call growing. The next generation. Now database technology started in the late sixties, early seventies with a few key players and institutions. These key players were extremely bright and they tackle it and solve really hard problems with elegant solutions long before anybody knew they were going to be necessary. Now, those original key players, people like Jim gray, Bruce Lindsey, Don Chamberlin, pat Salinger, David Dewitt, Michael Stonebraker. They just love solving hard problems. And they wanted to share that elegance with a new generation. And so they really focused on growing the next generation of leaders, which became the Mike caries and the Mohans and the lower houses of the world. And that culture grew over multiple generations with the previous generation cultivating, challenging and advocating for the next, I was really lucky to grow up in that culture. And I've advanced my career as a result, as being part of it. The reason I joined Couchbase is because I see that culture alive and well, here are two fundamental values on the engineering side, our merit and mentorship. >>One of the things I want to get your thoughts on, on the database questions. I remember, you know, back in the old glory days, you mentioned some of those luminaries, you know, there wasn't many database geeks out there, Zuri kind of small community now is databases are everywhere. So you see there's no one database that's ruling the world, but you starting to see a pattern of database kinds of things, and more emerging, more databases than ever before. They're on the internet, they're on the cloud. There are none the edge it's essentially we're living in a large distributed computing environment. So now it's cool to be in databases cause they're everywhere. So, I mean, this is kind of where we're at. What's your reaction to that? >>Uh, you're absolutely right there. There used to be a, a few small vendors and a few key technologies and it's grown over the years, but the fundamental problems are the same data, integrity, performance and scalability. And in the face of district distributed systems, those were all the hard problems that those key leaders solve back in the sixties and seventies. They're not, they're not new problems. They're still there. And they did a lot of the fundamental work that you can apply and reapply in different scenarios and situations. >>It's pretty exciting. I love that. I love the different architectures that are emerging and allows for more creativity for application developers. And this becomes like the key thing we're seeing right now, driving the business and a big conversation here at the, at the event is the powering, these modern applications that need low latency. There's no more, not many spinning disks anymore. It's all in Ram, all these kinds of different memory, you got decentralization and all kinds of new constructs. How do you make sense of it all? How do you talk to customers? What's the, what's the, what's the main core thing happening right now? If you had to describe it? >>Yeah, it depends on the type of customer you're talking to. Um, we have focused primarily on the enterprise market and in that market, there are really fundamental issues. Information for, for these enterprises is key. It's their core asset that they have and they understand very well that they need to protect it and make it available more quickly. I started as a DBA at Morgan Stanley back, um, right out of college. And at the time I think it was, it probably still is, but at the time it was the best run it shop that I'd ever seen in my life. The fundamental problems that we had to solve to get information from one stock exchange to another, to get it to the sec, um, are the same problems that we're solving today. Back then we were working on mainframes and over high-speed data comm links today, it's the same kind of problem. It's just the underlying infrastructure has changed. >>You know, the key has been a big supporter of women in tech. We've done thousands of interviews on why I got you. I want to ask you, uh, if you don't mind, um, career advice that you give women who are starting out in the field of engineering, computer science, what do you wish you knew when you started your career? And you could be that person now, what would you say? >>Yeah, well, there are a lot of things I wish I knew then, uh, that I know now, but I think there are two key aspects to a successful career in engineering. I actually got started as a math major and the reason I, I became a math major is a little convoluted. Is it as a girl, I was told we were bad at math. And so for some reason I decided that I had to major in it. That's actually how I got my start. Um, but I've had a great career and I think there are really two key aspects first. And is that it is a discipline in which respect is gained through merit. As I had mentioned earlier, engineers are notoriously detail oriented and most of our perfectionist, they love elegant, well thought out solutions and give respect when they see one. So understanding this can be a very important advantage if you're always prepared and you always bring your a game to every debate, every presentation, every conversation you have build up respect among your team, simply through merit. While that may mean that you need to be prepared to defend every point early on say, in your graduate career or when you're starting over time, others will learn to trust your judgment and begin to intuitively follow your lead just by reputation. The reverse is also true. If you don't bring your a game and you don't come prepared to debate, you will quickly lose respect. And that's particularly true if you're a woman. So if you don't know your stuff, don't engage in the debate until you do. That's awesome. >>That's >>Fine. Continue. Thank you. So my second piece of advice that I wish I could give my younger self is to understand the roles of leaders and influencers in your career and the importance of choosing and purposely working with each. I like to break it down into three types of influencers, managers, mentors, and advocates. So that first group are the people in your management chain. It's your first line manager, your director, your VP, et cetera. Their role in your career is to help you measure short-term success. And particularly with how that success aligns with their goals and the company's goals. But it's important to understand that they are not your mentors and they may not have a direct interest in your long-term career success. I like to think of them as say, you're sixth grade math teacher. You know, you're getting an a in the class and advancing to seventh grade. >>They own you for that. Um, but whether you get that basketball scholarship to college or getting to Harvard or become a CEO, they have very little influence over that. So a mentor is someone who does have a shared interest in your longterm success, maybe by your relationship with him or her, or because by helping you shape your career and achieve your own success, you help advance their goals. Whether it be the company success or helping more women achieve, we do put sip positions or getting more kids into college, on a basketball scholarship, whatever it is, they have some long-term goal that aligns with helping you with your career. And they gave great advice. But that mentor is not enough because they're often outside of the sphere of influence in your current position. And while they can offer great advice and coaching, they may not be able to help you directly advance. >>That's the role of the third type of influencer. Somebody that I call an advocate, an advocate is someone that's in a position to directly influence your advancement and champion you and your capabilities to others. They are in influential positions and others place, great value in their opinions. Advocates stay with you throughout your career, and they'll continue to support you and promote you wherever you are and wherever they are, whether that's the same organization or not. They're the ones who, when a leadership position opens up will say, I think Mary's the right person to take on that challenge, or we need to move in a new direction. I think Mary's the right person to lead that effort. Now advocates are the most important people to identify early on and often in your career. And they're often the most overlooked people early on, often pay too much attention and rely on their management chain for advanced managers, change on a dime, but mentors and advocates are there for you for the long haul. And that's one of the unique things about the database culture. Those set of advocates were just there already because they had focused on building the next generation. So I consider, you know, Mike Carey is my father and Mike Stonebraker is my grandfather. And Jim gray is my great-grandfather and they're always there to advocate for me. >>That's like a scheme and a database. You got to have it all white. They're kind of teed up. Beautiful, great advice. >>Thank you for that. That was really a masterclass. And that's going to be great advice for folks really trying to figure out how to play the cards they have a and the situation and to double down or move and find other opportunities. So great stuff there. I do have to ask you Maira, thanks for coming on the technical side and the product side Couchbase Capella was launched, uh, in conjunction with the event. What is, what is the bottom line for that as, as an operations and engineering, you know, built the products and roll it out. What's the main top line message for about that product? >>Yeah, well, we're very excited about the release of Capella and what it brings to the table is that it's a fully managed in an automated database cloud offering so that customers can focus on development and building and improving their applications and reducing the time to market without having to worry about the hard problems underneath and the operational database management efforts that come with it. Uh, as I mentioned earlier, I started my career as a UVA and it was one of the most sought after and highly paid positions in it because operating a database required so much work. So with Capella, what we're seeing is, you know, taking that job away from me, I'm not going to be able to apply for a DBA tomorrow. >>That's great stuff. Well, great. Thanks for coming. I really appreciate congratulations on the company and public offering this past summer in July and thanks for that great commentary and insight on the QPR. Thank you. >>Thank you very much. >>Okay. Mary Ross, VP of engineering operations at Couchbase part of Couchbase connect online. I'm John furry host of the cube. Thanks for watching.
SUMMARY :
And welcome to the cubes coverage of Couchbase connect online, Mary Roth, VP of engineering operations with Thank you very much. How did the Couchbase engineering team adapt to the I'd go into the office to collaborate and have in-person meetings when needed. And I really only needed the in-person time for collaboration. And one of the major insights by the leadership I love the, um, the, uh, you come back and now you take leverage all the best practices from the IBM But with the virtual meetings that you have, Um, and at what's the engineering culture at Couchbase like if you could describe it. and the lower houses of the world. One of the things I want to get your thoughts on, on the database questions. And in the face of district distributed I love the different architectures that are emerging and allows for more creativity for And at the time I think it was, computer science, what do you wish you knew when you started your career? So if you don't know your stuff, don't engage in the debate until you do. the people in your management chain. aligns with helping you with your career. Now advocates are the most important people to identify early on and often in your career. You got to have it all white. I do have to ask you Maira, the time to market without having to worry about the hard problems underneath and I really appreciate congratulations on the company and public offering I'm John furry host of the cube.
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Mary Johnston Turner, IDC | AnsibleFest 2020
>> Announcer: From around the globe, it's theCUBE with digital coverage of Ansible Fest 2020, brought to you by Red Hat. >> Everyone welcome back to theCUBEs, virtual coverage of Ansible Fest 2020. I'm John Furrier, host of theCUBE, we're here virtual, we're not face to face obviously because of COVID. So we're doing a virtual event Ansible Fest coverage. We have Mary Johnston Turner, research Vice President of Cloud Management at IDC international data Corp. Mary great to see you, thanks for coming on for Ansible Fest 2020. >> Thanks for inviting me. >> So obviously Cloud Management, everything's Cloud native we're seeing that at VM world, we've got Re-invent coming up, Azure has got growth. The enterprises have gotten some religion on Cloud Native, COVID certainly is forcing that. What are you seeing from your research at IDC around the convergence of Cloud strategies. What's the data tell you, what's the research show? >> Well, obviously with COVID a lot of folks have pivoted or accelerated their move to the Cloud in many ways. And I think what's happening is that we're seeing many, many organizations recognizing they continue to have need for On-prem resources. They're building out edge, they've got remote work from home, they've got traditional VM workloads, They've got modern Cloud Native container-based workloads running On-Prem and in public Clouds and public Cloud services. So it's really kind of a striking world of connected Clouds is how I'm talking about it increasingly. And I think what that means from an operational perspective is that it's getting more and more challenging for organizations to maintain consistent configuration, stable APIs, security, compliance and conformance. And they're really starting to look at Automation as the way to deal with the increasing scale and velocity of change because that's one of the things that's happening. And I think COVID accelerated that is we've seen organizations stand up applications they never thought they were going to have to stand up and they not only stood them up very quickly, but then they continue to update them with great frequency often multiple times a day or a week. And and the infrastructure has had to pivot and the workloads have had to migrate. So it's really been a very challenging time for many organizations. And I think those that are coping the best with it are the ones who have been investing in Automation particularly Automation in CICD pipeline and code based environment. >> Yeah, you know, you're seeing the releases, obviously Automation has helped on the agile side, VMs and containers have been a great way to automate, how are customers looking at this? Because it seems to be Automation is like the first step towards everything as a service, right? So it's XAAS as it's says, as it's called in the industry. Services is ultimately the holy grail in all this because you get, when the Automation and services used to be Automation, Automation, Automation. Now you're hearing as a service, as a service, as a service as the top three priorities. So it seems to be a trajectory. How are customers getting first of all... Do you agree with that? And then how do customers think about this? Cause sometimes we're ahead of the customers. Automation is the first step. What's your take on this, and what are customers planning when it comes to Automation? Are they thinking as a service? What'd you hearing from the customers? >> Let's talk a little bit about what we mean by as a service. Cause that's a really interesting concept, right? And I've been hearing this conversation with folks as a service started a decade or more ago, taking things that particularly software that ran On-prem infrastructure or software. And putting it into share Data Centers where we could run Multi tenant Environments we could scale it, and each Cloud provider basically got that scale by investing in their own set of infrastructure Automation. So whether it was Azure or VMware or whoever, they build a whole repeatable, scalable environment that they could control. What's happening now is that we're seeing these control planes get stretched back to On-prem resources. And I think what's really happening is that the line about where does the thing physically have to run? Becomes more of a discussion around the physics of the matter, Latency, Data Volumes, transaction processing cost of installed equipment. And every organization is making its own choice about what's the right mix, in terms of where physically do things have to run, and how they want to manage them. But I think that we're starting to see a abstraction layer coming in between that. And a lot of that abstraction is Automation that's portable that can be applied across all these environments. And that can be used to standardize configurations, to maintain standard APIs, to deploy at very fast speed and consistency across all these different resources. And so Automation and the related management layer to me is that new abstraction layer that actually is going to allow most enterprises to stop worrying quite so much about (chuckles) what kind of as a service am I buying? And focus more on the economics and the performance and the physics of the infrastructure, and then maintain consistency with highly Automated, Repeatable, Programmable Style Environments that are consistent across all these different platforms. >> Yeah, that's a great point. It's great insight, I love that. It's almost, as you can almost visualize the boardroom. We need to change our business model as a service. Go do it, climb that hill, get it done, what are you talking about? What you're trying to manage workloads inside our enterprise and outside as they started looking at the workload aspect of it, it's not trivial to just say it, right? So your containers has barely filled the void here. How are customers and how are people getting started with this initial building block of saying okay, do we just containerize it? Cause that's another hand waving activity which has a lot of traction. Also you put some containers has got some goodness to it, are many people getting started with solving this problem? And what are some of the roadblocks of just managing these workloads inside and outside the enterprise? >> Well, again I think, yeah many organizations are still in the early stages of working with containers. Right now I think our research shows that maybe five to 10% of applications have been containerized. And that's a mix of lift and shift of traditional workloads as well as net new Cloud Native. Over the next couple of years almost enterprise has tell us to think a third of their workloads could be containerized. So it's ramping very, very quickly. Again, I think that the goal for many organizations is certainly containers allow for faster development, very supportive microservices, but increasingly it's also about portability. I talk to many organizations that say, yeah, one of the reasons I'm moving, even traditional workloads into containers is so that I have that flexibility. And again, they're trying to get away from the tight coupling of workloads to physical resources and saying I'm going to make those choices, but they might change over time or I might need to go what happens. I have to scale much faster than I ever thought. I'm never going to be able to do that my own data center, I'm going to go to the Cloud. So I think that we're seeing increasing investments in, Kubernetes and containers to promote more rapid scaling and increased business agility. And again, I think that means that organizations are looking for those workloads to run across a whole set of environments, geographies, physical locations, edge. And so they're investing in platforms and they count on Automation to help them do that. >> So your point here is that in five, 10% that's a lot of growth opportunity. So containers is actually happening now so you starting to see that progression. So that's great insight. So I've got to ask you on the COVID impact, that's certainly changed some orientation because hey, this project let's double down on this is a tailwind for us, work from home this new environment and these projects, maybe we want to wait on those, how do we come out of COVID? Some people have been saying, some spending in some areas are increasing, some are not, how are customers spending money on infrastructure with COVID impact? What are you seeing from the numbers? >> Well, that's a great question, and I do see one of the major things we do is track IT markets and spending and purchasing around the world. And as you might expect, if you go back to the early part of the year, there was a very rapid shift to Cloud, particularly to support work from home. And obviously there was a lot of investment in virtual desktops and remote work kinds of and collaboration very early on. But now that we're sort of maturing a little bit and moving into more of ongoing recovery resiliency sort of phase, we continue to see very strong spending on Cloud. I think overall it's accelerated this move to more connected environments. Many of the new initiatives are being built and deployed in Cloud environments. But again, we're not seeing a Whole Hog exit from On-prem resources. The other thing is Edge. We're seeing a lot of growth on Edge, both again there's sort of work from home, but also more remote monitoring, more support for all kinds of IOT and remote work environments, whether it's Lab Testing or Data Analysis or Contact Tracing. I mean, there's just so many different use cases. >> I'm going to ask you about Ansible and Red Hat. I see you've been following Ansible since the acquisition by Red Hat. How do you think they're doing Visa Vie the market, their competitors that have also been acquired? What's your take on their performance, their transition, their transformation? >> Well, this infrastructure is code or Automation is code market has really matured a lot over the last 10 or more years. And I think the Ansible acquisition was about five years ago now. I think we've moved from just focusing on trying to build elegant Automation languages, which certainly was an early initiative. Ansible offered one of the earlier human readable Python based approaches as opposed to more challenging programming languages that some of the earlier solutions had. But I think what's been really interesting to me over the last couple years with Red Hat is just what a great job they've done in promoting the community and building out that ecosystem, because at the end of the day the value of any of these infrastructures code solutions is how much they promote the connectivity across networks, Clouds, servers, security, and do that in a consistent, scalable way. And I think that's what really is going to matter going forward. And then that's probably why you've seen a range of acquisitions in this market over the last couple of years, is that as a standalone entity, it's hard to build those really robust ecosystems, and to do the analytics and the curation and the support at large scale. So it kind of makes sense as these things mature that they become fun homes with larger organizations that can put all that value around it. >> That's great commentary on the infrastructure as code, I totally agree. You can't go wrong by building abstraction layers and making things more agile. I want to get your take on some announcements that are going on here and get your thoughts on your perspective. Obviously they released with the private Automation hub and a bunch of other great stuff. I mean, bringing Automation, Kubernetes, and series of new features to the platform together, obviously continuation of their mission. But one of the things when I talked to the engineers is I say, what's the top three things, Ansible Fest, legal collections, collections, collections, so you start to see this movement around collections and the platform. The other thing is, it's a tool market and everyone's got tools we need a platform. So it's a classic tools. As you saw that in big data other areas where need start getting into platform, and you need management and orchestration you need Automation, services. What's your perspective on these announcements? Have they been investing aggressively? What does it mean? What's your take? And what does it mean? >> Yeah, I would agree that Red Hat has continued to invest very aggressively in Red Hat and in Ansible over the last few years. What's really interesting is if you go back a couple years, we had ASML engine, which included periodic, maybe every quarter or even longer than that distributions that pretty much all Ansible code got shipped on. And then we had tower which provided an API and a way to do some audit and logging and integration with source control. And that was great, but it didn't move fast enough. And we just got done talking about how everything's accelerated and everything's now connected Clouds. And I think a lot of what the Red Hat has done is really, approach the architecture for scale and ecosystem for scale. And so the collections have been really important because they provide a framework to not only validate and curate content but also to help customers navigate it and can quickly find the best content for their use cases. And also for the partners to engage, there's I think it's 50 plus collections now that are focused on partner content. And so it's I think it's really provided an environment where the ecosystem can grow, where customers can get the support that they need. And then with the Automation hub and the ability to support really robust source control and distribution. And again, it's promoting this idea of an Automation environment that can scale not only within a data center, but really across these connected environments. >> Great stuff. I want to get your thoughts cause I want to define and understand what Red Hat and Ansible, when they talk about curated content, which includes support for open shifts, versus pulling content from the community. I hear content I'm like, oh, content is that a video? Is that like, what is content? So can you explain what they mean when they say they're currently building out, aggressively building curated content and this idea of what does content mean? Is it content, is it code? >> Yeah, I think any of these Automation as code environments. You really have a set of building blocks that in the Ansible framework would be be modules and playbooks and roles. And those are relatively small stable pieces of code, much of it is actually written by third parties or folks in the community to do a very specific task. And then what the Ansible platform is really great at is integrating those modules and playbooks and roles to create much more robust Automations and to give folks a starting point, and ability to do, rather than having to code everything from scratch to really kind of pull together things that have been validated have been tested, get security updates when they need it that kind of thing. And so the customers can focus on essentially changing these things together and customizing them for their own environment as opposed to having to write all the code from step one. >> So content means what, in this context, what does content mean for them? >> It's Automation building blocks. It's code, it's small amounts of code that do very specific things (chuckles) and in a collections environment, it's tagged, it's tested, it's supported. >> It's not a research report like of a Cube video, it's like code, it's not content. >> Yeah, I know. But again, this is Automation as code, right? So it it's pieces of code that rather than needing an expert who understands everything about how a particular device or system works, you've got reusable pieces of code that can be integrated together, customized and run on a repeatable, scalable basis. And if they need to be updated cause an API changes or something, there's a chain that goes back to the the vendors who, again are part of the ecosystem and then there's a validation and testing. So that by the time it goes back into the collections, the customers can have some confidence that when they pull it down, it's not going to break their whole environment. Whereas in a pure community supported model, the contents made by the community, may be beautiful, but you don't know, and you could have five submissions that kind of do the same thing. How do you know what's going to work and what's going to be stable? So it's a lot of helping organizations get Automation faster in a more stable environment. >> We can certainly follow up on this train cause one of things I've been digging into is this idea of, open source and contribution, integrations are huge. The collections to me is super important because when we start thinking about integration that's one of Cloud native, supposedly strength is to be horizontally scalable, integrated, building abstraction layers as you had pointed out. So I've got to ask you with respect to open source. I was just talking with a bunch of founders yesterday here in Silicon Valley around as Cloud scales and certainly you seeing snowflake build on top of AWS. I mean, that's an amazing success story. You're starting to see these new innovations where the Cloud scale providers are providing great value propositions and the role open source is trying to keep pace. And so I got to ask you is still open source, let me say I believe it's important, but how does open source maintain its relevance as Cloud scale goes on? Because that's going to force Automation to go faster. Okay, and you got the major Cloud vendors promoting their own Cloud platforms. Yet you got the innovation of startups and companies. Your enterprises are starting to act like startups as container starts to get through this lift and shift phase. You'll see innovation coming from enterprises as well as startups. So you start to see this notion bring real value on top of these Clouds. What's your take on all this? >> Well, I think open source and the communities continue to be very, very important, particularly at the infrastructure layer, because to get all this innovation that you're talking about, you act, if you believe you've got a connected environment where folks are going to have different footprints and, and probably, you know, more than one public Cloud set of resources, it's only going to, the value is only going to be delivered if the workloads are portable, they're stable, they can be integrated, they can be secure. And so I think that the open source communities have become, you know, continue to be an incredibly important as a way to get industry alignment and shared innovation on the, on the platform and infrastructure and operational levels. And I think that that's, you know, going to be, be something that we're going to see for a long time. >> Well Mary, I really appreciate your insights, I got one final question, but I'll just give you a plug for the folks watching, check out Mary's work at IDC, really cutting edge and super important as Cloud management really is at the heart of all the, whether it's multicloud, on-premise hybrid or full Cloud lift and shift or Cloud native, management plays a huge important role right now. That's where the action is. You looking at the container growth as Mary you pointed out is great. So I have to ask you what comes next. What do you think management will do relative to Cloud management, as it evolves in these priority environments around Cloud, around on-premise as the operations start to move along, containers are critical. You talked about the growth is only five, 10%, a lot of headroom there. How is management going to evolve? >> Well, again, I think a lot of it is going to be is everything has to move faster. And that means that Automation actually becomes more and more important, but we're going to have to move from Automation at human speed to Automation at container and Cloud speed. And that means a lot is going to have to be driven by AI and ML analytics that can and observability solutions. So I think that that's going to be the next way is taking these, you know, very diverse sources of, of log and metrics and application traces and performance and end user experience and all these different things that tell us, how is the application actually running and how is the infrastructure behaving? And then putting together an analytics and Automation layer that can be a very autonomous. We have at IDC for doing a lot of research on the future of digital infrastructure. And this is a really fundamental tenant of what we believe is that autonomous operations is the future for a Cloud and IT. >> Final point for our friends out there and your friends out there watching who some are on the cutting edge, riding the big wave of Cloud native, they're at Cube calm, they're digging in, they're at service meshes, Kubernetes containers, you name it. And for the folks who have just been kind of grinding it out, an it operations, holding down the Fort, running the networks, running all the apps. What advice do you give the IT skillset friends out there that are watching. What should they be doing? What's your advice to them, Mary? >> Well, you know, we're going to continue to see the convergence of, of virtualized and container based infrastructure operations. So I think anyone out there that is in those sorts of roles really needs to be getting comfortable with programmatic code driven Automation and, and figuring out how to think about operations from more of a policy and scale scalability, point of view. Increasingly, you know, if you believe what I just said about the role of analytics driving Automation, it's going to have to be based on something, right? There's going to have to be rules. There's going to have to be policies is going to have to be, you know, configuration standards. And so kind of making that shift to not thinking so much about, you know, the one off lovingly handcrafted, handcrafted environment, thinking about how do we scale, how do we program it and starting to get comfort with, with some of these tools, like an Ansible, which is designed to be pretty accessible by folks with a large range of skillsets, it's human readable, it's Python based. You don't have to be a computer science major to be able to get started with it. So I think that that's what many folks have to do is start to think about expanding their skill sets to operate at even greater scale and speed. >> Mary, thanks so much for your time. Mary Johnston Turner, Vice President of Research at Cloud for Cloud management at IDC for the Ansible Fest virtual. I'm John Ferrier with theCUBE for cube coverage, cube virtual coverage of Ansible Fest, 2020 virtual. Thanks for watching.
SUMMARY :
brought to you by Red Hat. Mary great to see you, What's the data tell you, And and the infrastructure So it seems to be a trajectory. And focus more on the economics has got some goodness to it, Kubernetes and containers to So I've got to ask you and I do see one of the major things we do I'm going to ask you and to do the analytics and the curation and the platform. And also for the partners to engage, and this idea of what does content mean? and playbooks and roles to It's code, it's small amounts of code that it's like code, it's not content. And if they need to be And so I got to ask you is and the communities continue to So I have to ask you what comes next. I think a lot of it is going to be And for the folks who have and figuring out how to think at IDC for the Ansible Fest virtual.
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Mary Edwards, NTT | Upgrade 2020 The NTT Research Summit
>> Narrator: From around the globe, it's theCUBE, covering the Upgrade 2020, the NTT research summit, presented by NTT research. >> Welcome back. I'm Stu Miniman, and this is theCUBEs, coverage of Upgrade 2020. Of course, it's NTT's Global Research Summit. Really excited, we're going to be able to dig into healthcare, the health system of course, something that's been, top of mind for everyone around the globe this year, so happy to welcome you to the program. First time guest Mary Edwards. She is the president of provider at NTT DATA Services. Mary, welcome to the program, saying thanks so much for joining us. >> Hi, Stu. Glad to be here. >> All right. So why don't we start, as I tee it up. We're going to be talking about health care there, just a little bit of your background, your group inside of NTT DATA Services. >> Sure. So I've been at NTT DATA Services for a year, just about a year on the knows. Really glad to be here. I've been healthcare, all of my career over 30 years. At first in the Blues, in underwriting actuarial and strategy, then hop to consulting. I was a partner with Accenture for 20, well, yeah, I think 22 years, I was at Accenture. and then, I was leading a commercial markets portion of a platform as a service company for a couple of years, and then NTT called and I was really impressed with what I learned about NTT and delighted to join the firm as the president of provider. >> Well, Mary, I've got a little bit of background in some of the health I love, I go to innovation conferences, and they're like, "We have the opportunity to really transform markets, but it's so tough to make change." Well, you've been there for a year, and the last year, there's been a force in function to change the advent of telehealth and telemedicine. I've done plenty of interviews, and heck, me and my family have been to doctors, using those services, which, at the beginning of this year, I wouldn't have thought was possible. Some of these might be long term changes in impact on what's happening, but bring us inside, your customers, what are some of the pressing challenges they're facing? And it's been a little bit this, there obviously, are huge challenges, but there's also been an opportunity to make some rapid changes. >> Great question. Well, first of all, there's no place I'd rather be right now, than serving the health systems across the US, and certainly we have impact globally. It's dynamic time, lots of change, and as you say, with change comes opportunity. But also, it's a time of deep fragility, and a time when these clients really need help, not just from NTT, but from a variety of partners. And I know, I feel and my team feels, that it's a privilege to work in supporting them, through this very difficult time. And when I say difficult time, I mean, think about it, even before the pandemic, Chartists research was talking about the fact that likely 25% of rural hospitals would fail. Fast forward only a couple of months from that, research being published and across the industry, outpatient revenues are down 11% year over year, inpatient revenue down as well, labor expenses up by nearly 18%. And so there's a lot of pressures on the industry right now. And that's what I mean by just a very significant time to be in the industry and position to help. There's a huge recovery, that needs to happen from what our clients have experienced. First and foremost, top line. We've got to get the revenue back into the hospitals. The CARES Act funding doesn't last forever, and certainly, brings with it some obligations. So bringing in that top line growth, virtual health, which you mentioned, is a big part of that strategy. At the same time, they've got to deal with all the new delivery models or working models, work from anywhere is something that all businesses have to face, and incredibly, an incredible challenge for our health systems. Because of course, it's not just about how we do our individual work, but the interactions that they have to have in conducting the work that they do. So care from anywhere and work from anywhere, are huge concerns of our health system clients now. And you have to do that in industrialized ways, because you don't know where you're working day to day, you have to be able to have fast switching, right? Because we're not in control of where we work. Cities and states are telling us, what we have to do on a day in day out basis. There's a huge concept - >> Human. >> Oh, go ahead. Sure. >> Yeah, no, I just say, as you say, obviously, healthcare is rightly so a heavily regulated industry. So bring us inside a little bit, what are some of those opportunities, some of those innovations that providers are being able to take advantage? And have we opened the gates a little bit to help things move a little bit faster here in 2020, due to necessity? >> Yeah. Well, virtual care, you mentioned that earlier, has exploded. There's a lot of dialogue right now in the industry about whether that's forever. It will never go back to the low single digits that it was prior to the pandemic. I mean, prior to the pandemic health systems were happy if they could get to 10%. Overnight, virtual care went to 40%, 50%, increase overnight, and just continue to grow. CEOs across the industry prior to the pandemic, were really focused on digital front door strategies, the ability to enable consumers to enter the healthcare system, digitally and virtually. And so probably for the 18 months before the pandemic, most large system CEOs that I talked to, were working on those strategies. They're doubling down on those strategies, because the industry is reshaping around that digital future state. The cost pressures that we're seeing in health care, at the same time, require that they think about new operating and delivery models, certainly the industry will restructure, based on what we've gone through and continue to experience. And that will mean certainly changes in consolidation in the healthcare industry, right? As certainly certain systems will fail, right. Can't support what's happening around the economics of the industry. But also within our delivery and operations, there will be and we're already seeing a trend toward more pervasive outsourcing, moving offshore, taking particularly back office functions, whether it's IT or business processes, and looking for the help that can drive down the cost structure, better automate, and innovate on those processes and delivery models, and accelerate their journey to the digital future state of health. >> So Mary, help us understand NTT DATA Services, and NTT broader, what are the solutions? How are you helping your customers with everything we've discussed here? >> Sure, well, you can't enable those digital front door strategies unless you do things like get your applications to the cloud. You've got to be able to open up your environment to trade, if I say it that way, right? To exchange more broadly, even within your own ecosystem, within your own walls, the ability to connect doctors with doctors that before the pandemic didn't have a need to connect in the same way becomes important. So at NTT, we do everything, journey to the cloud. Certainly the security that's so important to those journey and also the digital future of health care. RPA, the introduction of bots and AI to workflows and operations in order to reduce cost. In my division in provider, we worked for nearly the last year on something we call, nucleus for healthcare, which is that digital front door enabled by digital foundation and which delivers through pre-selected capabilities scheduling, through virtual care visits to care coordination and payment, all integrated across the digital fabric, in order to accelerate the industry and certainly our health system partners achievement of that digital front door vision and the full digital future for healthcare. >> I love you talked about RPA automation, has been one of the top things we've been hearing this year. It's just a top sea level priority. We love coming to events like this, a lot of discussion of research looking a little bit forward down the road. What are some of the items here at Upgrade 2020, you want to make sure our audience get a little peek into? >> Yeah, well, you talk about automation, and I said a moment ago about offshore, we're thinking about no shore, right? So when you think about the application of automation and advanced analytics AI into business processes, it's not about moving business processes to a lower cost geography, it's about automating, and enabling through bots and whatnot, the ability to not have hands touch it, and really conserving your resources for the more complex things that have to happen. So I love that concept of no shoring, and really using technology to position humans for their best possible work, solving the harder problems that we face as an industry. I think about innovations in patient monitoring, and what we can take in terms of IoT, from other industries. And for instance, at NTT, we've been doing smart city with the city of Las Vegas, for a couple of years now. And we've got lots of AI around movement, heat, light, the physical context of things. You think about how you move that into healthcare. And it's certainly about patient observation, and creating safe spaces, where doctors and nurses don't have to travel in and out of rooms when there's a high contagion rate, but it's also about using AI, not just to watch the room, but to allow AI to alert when there's something very significant happening, what kind of movement in the bed, what does that infer in terms of what's happening in the patient's room, and alerting on that basis versus a visual monitor, if you will. There are other innovations. Oh, go ahead, Stu. >> Oh, no, so sorry, I thought you had said, please finish. >> Well, I was just about to say there are other innovations that we're working on, that are really about patient well being, patient companion. I think about the work we're doing at NTT disruption around something called Jibo, which is a robotics, very cool little guy who we've had some experience using it in our children's hospitals, right. It becomes like a really a companion of sorts. There are lots of applications for that kind of technology, especially in a pandemic time, when most of our patients are isolated and craving some human interaction and these capabilities can be like that, they can be companions, and they can provide the social interaction that really lead to health and well being. >> Well, so many important topics. Mary, thank you so much for joining us. Great to hear your automation, robotics in the people, at the center, of course, of what we look at in healthcare. Great to talk to you. Thanks so much for joining us. >> Thank you. Bye bye. >> Stay tuned for more coverage from Upgrade 2020. I'm Stu Miniman, thank you for watching theCUBE. (upbeat music)
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Mary Hamilton, Accenture | Accenture Tech Vision 2020
>> Announcer: From San Francisco, It's theCUBE Covering Accenture Tech Vision 2020. Brought to you by Accenture. >> Hey welcome back, everybody. Jeff Frick here with theCUBE. We are high atop San Francisco, the 33rd floor of the Salesforce building. This is the San Francisco Accenture innovation hub, and we're really excited to have our next guest. She runs all the innovation hubs in all the Americas. It's Mary Hamilton, the managing director of Accenture Labs for Accenture. Mary, great to see you. We saw you last year. >> Great to see you, yes. >> Great to be back. >> But now you've had this place open for a year. Last year was the grand opening I think. >> It was, it was, and now we're doing all kinds of crazy new things here in our labs and in the hub. >> Yeah, that's great. So we've talked before that, you know, Paul and Mike and the team, they've put together this great vision document. It's very provocative and forward-looking and I think it is actually really thought-provoking. That's great, and we're going to have a nice party here and they're going to present, but how do we get this from this pretty piece of paper into my company or into your clients' companies? How do you and the innovation hub help them execute? >> Yeah, it is my job to bring this to life, all right? So it's all about, how do I do applied research, and how do I do that for our clients in a real way with new and emerging technologies? >> Jeff: Right. >> And so we take all of this vision and say, you know, what are the next round of technologies, and how do we think about it in new and different ways, and how do we do that in kind of a sustained, ongoing innovation direction? >> Right, right. So, you guys work with giant companies. They have millions, if not billions of R&D budgets. Where do you fit and how do you augment that? What's kind of the value add that your special asset brings to this huge investment that they're already making? >> Absolutely, so I think what we bring is the combination of everything that's here in this hub. So we've got business research. You know, what are the paradigms and the trends that we're seeing that are shifting society, politics, economics, and technology? We've got the technologists that are partnering with universities, partnering with startups. You know, think about how we view open innovation. And then, how do we actually build that for real, and how do we do it with that industry lens. We're so fortunate that, you know, out of the 500 thousand people we have here, we have deep, deep, industry expertise. So it's really about bringing all those pieces together and then working with those clients to say, how do we augment? How do we shape your future? How do we figure out what direction to go in, create that roadmap, and then together start to turn the crank on innovation from ideation all the way up through scale, and I think that's something pretty unique that we do really well. >> Right, and is it driven kind of top down from the CEO who says I have innovation kind of prerogative, go forth and innovate? Or do you see it more kind of with product groups that are trying to potentially go a slightly different direction, or incorporate some new technology? How does that actually work, or what are some of the models that you see that are successful, I guess? >> Yeah, and I would say yes, uh, all of those. >> Of course. >> You know, we do some big strategic things that are, you know, our CEO, you know, our client CEO coming together and say, you know, we're rethinking mobility. We're rethinking, you know, how we're going to shape our future, what are extended businesses that we've never thought of before? How do we go from a products to a services company? So there's, you know, the big CEO visions that trickle down, you know. We help them through strategy, through innovation, through the technology pieces to deliver that, and then there's also sort of that grassroots. You know, lab to lab pairing up and saying, okay. Let's create a partnership that, you know, you bring kind of the industry lab piece and we'll bring, you know, our technology labs and the work that we do, and come together to create that relationship. >> Right. >> So we've done both. (laughs) >> They're getting ready to start the program as you can tell. >> Mary: I know. (laughs) >> But I got to get a couple more questions. So there's a lot of different types of technology labs that you guys have in here. You've got a really cool quantum computing thing upstairs. You've got VR and AR and all these different things, but I know your passion, you talk about it every time I see you, is material science, >> Mary: It is. and, you know, I don't think if people, cause it's kind of under the covers, if you will, really appreciate the science advancements that are happening with materials, so when you think of kind of material science, how it's moving, and the opportunities that that's opening up just in the technology of the materials themselves, what gets you excited? What are some of the things that people should know about that maybe they're not paying attention to? >> Yeah, well, so first of all, I'm excited about it because that was my degree in college, and I never thought I would use it here at Accenture. (laughs) >> Jeff: Good lesson for those watching at home. >> Yeah, so I used to you know, work in a wet lab and build hydro gels and all kinds of cool, um... So this has been a journey for me, but what I'm really excited is this is a space that you wouldn't think of Accenture playing in normally, right? You wouldn't think of us having this expertise, but when you think about the proliferation of sensors that we think about today, material science allows you to start to do some of the same things that we see with sensors, and even actuators, but at the molecular level, and we can start to do it at a different scale than what's available today, whether it's at a really small scale, or really big scale with coatings, right, or even paint, that start to create really, truly interactive, connected spaces. You know, we all talk about IOT and connected spaces and connected buildings, and that's great, but imagine if everything's connective, like the walls, the floor, your clothing, and you can start to almost in a way have a conversation with the space, right? >> Jeff: Right, right. >> Have an interaction that's super personalized based on everything that's happening. You know, the environment understands everything that's going on, and ideally if we start to apply our research with AI, can start to understand well, what's your intent? What's the context? And then, how do you actually shape and create a super, super personalized experience? >> So just so people understand what you just said, well, let me make sure I understand. Now, you're talking about like in a coating, so instead of a sensor or many sensors, the actual coating, say inside of a pipe that you're trying to keep track of, the whole coating becomes one big sensor? >> Mary: That's right, exactly. >> Yeah, that's a pretty big game changer. (laughs) >> Yeah, yeah. >> And are you seeing the implementation? I mean, what are some of the ones that are actually out in the field today that people probably, you know, are rolling over, walking by, touching, and have no clue that they're really interacting with material science as opposed to electronics, for instance? >> It's still pretty early days, so this is why it's in our incubation stage, and we're playing with things like skin tattoos, right? You've probably, I dunno if you've seen Beyonce's. You know, have those gold leaf tattoos? Well we can do those same cool tattoos but make them controllers for your space, or you know the Levi's jacket that has the jacquard, we actually now have in house one of the teams that worked on that, and so, you know, we're starting to see, you know, in actual clothing, the ability to use that material science, conductive thread to create a whole new way of interacting. (laughs) >> Wow. >> Which is really, really cool, and then, you know, we're thinking about, you know, how do you create those advances? If you can use a stretchy polymer that understands when it's being stretched, you can start to apply that to, you know, maybe an armband or an elbow brace that for physical therapy understands how much you're bending your arm, and are you doing your physical therapy in the right way, so instead of, you know, once or twice going in your doctor and checking, you know, how are things going? >> Jeff: Right, right. >> They can have real time constant updates in a pretty lo-fi way, but it's through these new smart materials. >> Right, such cool stuff. >> Yeah. >> It's like, look at the smile. You love this stuff. >> (laughs) I do. >> All right, well we got to let you go, cause they're getting ready to kick off the big thing. >> I'm getting left behind! (laughs) >> And I don't want to get you the kick, so thank you for taking a few minutes, and thanks for having us back, and congrats to you and the team. >> Thank you, super fun and thanks for having me. >> All right, she's Mary, I'm Jeff. You're watching theCUBE with the Accenture Tech Innovation 2020 launch. Check it out online. They'll have all the stuff. It'll make you think, and thanks for watching. We'll see you next time. (energetic theme music)
SUMMARY :
Brought to you by Accenture. We saw you last year. But now you've had this place open for a year. of crazy new things here in our labs and in the hub. So we've talked before that, you know, Where do you fit and how do you augment that? We're so fortunate that, you know, out of the 500 thousand and we'll bring, you know, our technology labs So we've done both. to start the program as you can tell. (laughs) of technology labs that you guys have in here. of the materials themselves, what gets you excited? because that was my degree in college, and I never thought that we think about today, material science allows you And then, how do you actually shape and create So just so people understand what you just said, Yeah, that's a pretty big game changer. of the teams that worked on that, and so, you know, They can have real time constant updates in a pretty lo-fi It's like, look at the smile. All right, well we got to let you go, and congrats to you and the team. It'll make you think, and thanks for watching.
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Tom Clancy, UiPath & Kurt Carlson, William & Mary | UiPath FORWARD III 2019
(upbeat music) >> Announcer: Live from Las Vegas, it's theCUBE! Covering UIPath FORWARD America's 2019. Brought to you by UIPath. >> Welcome back, everyone, to theCUBE's live coverage of UIPath FORWARD, here in Sin City, Las Vegas Nevada. I'm your host, Rebecca Knight, co-hosting alongside Dave Velante. We have two guests for this segment. We have Kurt Carlson, Associate Dean for faculty and academic affairs of the Mason School of Business at the college of William and Mary. Thanks for coming on the show. >> Thanks you for having me. >> Rebecca: And we have Tom Clancy, the SVP of learning at UIPath, thank you so much. >> Great to be here. >> You're a Cube alum, so thank you for coming back. >> I've been here a few times. >> A Cube veteran, I should say. >> I think 10 years or so >> So we're talking today about a robot for every student, this was just announced in August, William and Mary is the first university in the US to provide automation software to every undergraduate student, thanks to a four million dollar investment from UIPath. Tell us a little bit about this program, Kurt, how it works and what you're trying to do here. >> Yeah, so first of all, to Tom and the people at UIPath for making this happen. This is a bold and incredible initiative, one that, frankly, when we had it initially, we thought that maybe we could get a robot for every student, we weren't sure that other people would be willing to go along with that, but UIPath was, they see the vision, and so it was really a meeting of the minds on a common purpose. The idea was pretty simple, this technology is transforming the world in a way that students, we think it's going to transform the way that students actually are students. But it's certainly transforming the world that our students are going into. And so, we want to give them exposure to it. We wanted to try and be the first business school on the planet that actually prepares students not just for the way RPA's being used today, but the way that it's going to be used when AI starts to take hold, when it becomes the gateway to AI three, four, five years down the road. So, we talked to UIPath, they thought it was a really good idea, we went all in on it. Yeah, all of our starting juniors in the business school have robots right now, they've all been trained through the academy live session putting together a course, it's very exciting. >> So, Tom, you've always been an innovator when it comes to learning, here's my question. How come we didn't learn this school stuff when we were in college? We learned Fortran. >> I don't know, I only learned BASIC, so I can't speak to that. >> So you know last year we talked about how you're scaling, learning some of the open, sort of philosophy that you have. So, give us the update on how you're pushing learning FORWARD, and why the College of William and Mary. >> Okay, so if you buy into a bot for every worker, or a bot for every desktop, that's a lot of bots, that's a lot of desktops, right? There's studies out there from the research companies that say that there's somewhere a hundred and 200 million people that need to be educated on RPA, RPA/AI. So if you buy into that, which we do, then traditional learning isn't going to do it. We're going to miss the boat. So we have a multi-pronged approach. The first thing is to democratize RPA learning. Two and a half years ago we made, we created RPA Academy, UIPath academy, and 100% free. After two and a half years, we have 451,000 people go through the academy courses, that's huge. But we think there's a lot more. Over the next next three years we think we'll train at least two million people. But the challenge still is, if we train five million people, there's still a hundred million that need to know about it. So, the second biggest thing we're doing is, we went out, last year at this event, we announced our academic alliance program. We had one university, now we're approaching 400 universities. But what we're doing with William and Mary is a lot more than just providing a course, and I'll let Kurt talk to that, but there is so much more that we could be doing to educate our students, our youth, upscaling, rescaling the existing workforce. When you break down that hundred million people, they come from a lot of different backgrounds, and we're trying to touch as many people as we can. >> You guys are really out ahead of the curve. Oftentimes, I mean, you saw this a little bit with data science, saw some colleges leaning in. So what lead you guys to the decision to actually invest and prioritize RPA? >> Yeah, I think what we're trying to accomplish requires incredibly smart students. It requires students that can sit at the interface between what we would think of today as sort of an RPA developer and a decision maker who would be stroking the check or signing the contract. There's got to be somebody that sits in that space that understands enough about how you would actually execute this implementation. What's the right buildout of that, how we're going to build a portfolio of bots, how we're going to prioritize the different processes that we might automate, How we're going to balance some processes that might have a nice ROI but be harder for the individual who's process is being automated to absorb against processes that the individual would love to have automated, but might not have as great of an ROI. How do you balance that whole set of things? So what we've done is worked with UIPath to bring together the ideas of automation with the ideas of being a strategic thinker in process automation, and we're designing a course in collaboration to help train our students to hit the ground running. >> Rebecca, it's really visionary, isn't it? I mean it's not just about using the tooling, it's about how to apply the tooling to create competitive advantage or change lives. >> I used to cover business education for the Financial Times, so I completely agree that this really is a game changer for the students to have this kind of access to technology and ability to explore this leading edge of software robotics and really be, and graduate from college. This isn't even graduate school, they're graduating from college already having these skills. So tell me, Kurt, what are they doing? What is the course, what does it look like, how are they using this in the classroom? >> The course is called a one credit. It's 14 hours but it actually turns into about 42 when you add this stuff that's going on outside of class. They're learning about these large conceptual issues around how do you prioritize which processes, what's the process you should go through to make sure that you measure in advance of implementation so that you can do an audit on the backend to have proof points on the effectiveness, so you got to measure in advance, creating a portfolio of perspective processes and then scoring them, how do you do that, so they're learning all that sort of conceptual straight business slash strategy implementation stuff, so that's on the first half, and to keep them engaged with this software, we're giving them small skills, we're calling them skillets. Small skills in every one of those sessions that add up to having a fully automated and programmed robot. Then they're going to go into a series of days where every one of those days they're going to learn a big skill. And the big skills are ones that are going to be useful for the students in their lives as people, useful in lives as students, and useful in their lives as entrepreneurs using RPA to create new ventures, or in the organizations they go to. We've worked with UIPath and with our alums who've implement this, folks at EY, Booz. In fact, we went up to DC, we had a three hour meeting with these folks. So what are the skills students need to learn, and they told us, and so we build these three big classes, each around each one of those skills so that our students are going to come out with the ability to be business translators, not necessarily the hardcore programmers. We're not going to prevent them from doing that, but to be these business translators that sit between the programming and the decision makers. >> That's huge because, you know, like, my son's a senior in college. He and his friends, they all either want to work for Amazon, Google, an investment bank, or one of the big SIs, right? So this is a perfect role for a consultant to go in and advise. Tom, I wanted to ask you, and you and I have known each other for a long time, but one of the reasons I think you were successful at your previous company is because you weren't just focused on a narrow vendor, how to make metrics work, for instance. I presume you're taking the same philosophy here. It transcends UIPath and is really more about, you know, the category if you will, the potential. Can you talk about that? >> So we listen to our customers and now we listen to the universities too, and they're going to help guide us to where we need to go. Most companies in tech, you work with marketing, and you work with engineering, and you build product courses. And you also try to sell those courses, because it's a really good PNL when you sell training. We don't think that's right for the industry, for UIPath, or for our customers, or our partners. So when we democratize learning, everything else falls into place. So, as we go forward, we have a bunch of ideas. You know, as we get more into AI, you'll see more AI type courses. We'll team with 400 universities now, by end of next year, we'll probably have a thousand universities signed up. And so, there's a lot of subject matter expertise, and if they come to us with ideas, you mentioned a 14 hour course, we have a four hour course, and we also have a 60 hour course. So we want to be as flexible as possible, because different universities want to apply it in different ways. So we also heard about Lean Six Sigma. I mean, sorry, Lean RPA, so we might build a course on Lean RPA, because that's really important. Solution architect is one of the biggest gaps in the industry right now so, so we look to where these gaps are, we listen to everybody, and then we just execute. >> Well, it's interesting you said Six Sigma, we have Jean Younger coming on, she's a Six Sigma expert. I don't know if she's a black belt, but she's pretty sure. She talks about how to apply RPA to make business processes in Six Sigma, but you would never spend the time and money, I mean, if it's an airplane engine, for sure, but now, so that's kind of transformative. Kurt, I'm curious as to how you, as a college, market this. You know, you're very competitive industry, if you will. So how do you see this attracting students and separating you guys from the pack? >> Well, it's a two separate things. How do we actively try to take advantage of this, and what effects is it having already? Enrollments to the business school, well. Students at William and Mary get admitted to William and Mary, and they're fantastic, amazingly good undergraduate students. The best students at William and Mary come to the Raymond A. Mason school of business. If you take our undergraduate GPA of students in the business school, they're top five in the country. So what we've seen since we've announced this is that our applications to the business school are up. I don't know that it's a one to one correlation. >> Tom: I think it is. >> I believe it's a strong predictor, right? And part because it's such an easy sell. And so, when we talk to those alums and friends in DC and said, tell us why this is, why our students should do this, they said, well, if for no other reason, we are hiring students that have these skills into data science lines in the mid 90s. When I said that to my students, they fell out of their chairs. So there's incredible opportunity here for them, that's the easy way to market it internally, it aligns with things that are happening at William and Mary, trying to be innovative, nimble, and entrepreneurial. We've been talking about being innovative, nimble, and entrepreneurial for longer than we've been doing it, we believe we're getting there, we believe this is the type of activity that would fit for that. As far as promoting it, we're telling everybody that will listen that this is interesting, and people are listening. You know, the standard sort of marketing strategy that goes around, and we are coordinating with UIPath on that. But internally, this sells actually pretty easy. This is something people are looking for, we're going to make it ready for the world the way that it's going to be now and in the future. >> Well, I imagine the big consultants are hovering as well. You know, you mentioned DC, Booz Allen, Hughes and DC, and Excensior, EY, Deloitte, PWC, IBM itself. I mean it's just, they all want the best and the brightest, and now you're going to have this skill set that is a sweet spot for their businesses. >> Kurt: That's the plan. >> I'm just thinking back to remembering who these people are, these are 19 and 20 year olds. They've never experienced the dreariness of work and the drudge tasks that we all know well. So, what are you, in terms of this whole business translator idea, that they're going to be the be people that sit in the middle and can sort of be these people who can speak both languages. What kind of skills are you trying to impart to them, because it is a whole different skill set. >> Our vision is that in two or three years, the nodes and the processes that are currently... That currently make implementing RPA complex and require significant programmer skills, these places where, right now, there's a human making a relatively mundane decision, but it's sill a model. There's a decision node there. We think AI is going to take over that. The simple, AI's going to simply put models into those decision nodes. We also think a lot of the programming that takes place, you're seeing it now with studio X, a lot of the programming is going to go away. And what that's going to do is it's going to elevate the business process from the mundane to the more human intelligent, what would currently be considered human intelligence process. When we get into that space, people skills are going to be really important, prioritizing is going to be really important, identifying organizations that are ripe for this, at this moment in time, which processes to automate. Those are the kind of skills we're trying to get students to develop, and what we're selling it partly as, this is going to make you ready of the world the way we think it's going to be, a bit of a guess. But we're also saying if you don't want to automate mundane processes, then come with us on a different magic carpet ride. And that magic carpet ride is, imagine all the processes that don't exist right now because nobody would ever conceive of them because they couldn't possibly be sustained, or they would be too mundane. Now think about those processes through a business lens, so take a business student and think about all the potential when you look at it that way. So this course that we're building has that, everything in the course is wrapped in that, and so, at the end of the course, they're going to be doing a project, and the project is to bring a new process to the world that doesn't currently exist. Don't program it, don't worry about whether or not you have a team that could actually execute it. Just conceive of a process that doesn't currently exist and let's imagine, with the potential of RPA, how we would make that happen. That's going to be, we think we're going to be able to bring a lot of students along through that innovative lens even though they are 19 and 20, because 19 and 20 year olds love innovation, while they've never submitted a procurement report. >> Exactly! >> A innovation presentation. >> We'll need to do a Cube follow up with that. >> What Kurt just said, is the reason why, Tom, I think this market is being way undercounted. I think it's hard for the IDCs and the forces, because they look back they say how big was it last year, how fast are these companies growing, but, to your point, there's so much unknown processes that could be attacked. The TAM on this could be enormous. >> We agree. >> Yeah, I know you do, but I think that it's a point worth mentioning because it touches so many different parts of every organization that I think people perhaps don't realize the impact that it could have. >> You know, when listening to you, Kurt, when you look at these young kids, at least compared to me, all the coding and setting up a robot, that's the easy part, they'll pick that up right away. It's really the thought process that goes into identifying new opportunities, and that's, I think, you're challenging them to do that. But learning how to do robots, I think, is going to be pretty easy for this new digital generation. >> Piece of cake. Tom and Kurt, thank you so much for coming on theCUBE with a really fascinating conversation. >> Thank you. >> Thanks, you guys >> I'm Rebecca Knight, for Dave Velante, stay tuned for more of theCUBEs live coverage of UIPath FORWARD. (upbeat music)
SUMMARY :
Brought to you by UIPath. and academic affairs of the Mason School of Business at UIPath, thank you so much. William and Mary is the first university in the US that it's going to be used when AI starts to take hold, it comes to learning, here's my question. so I can't speak to that. sort of philosophy that you have. But the challenge still is, if we train five million people, So what lead you guys to the decision to actually that the individual would love to have automated, it's about how to apply the tooling to create the students to have this kind of access to And the big skills are ones that are going to be useful the category if you will, the potential. and if they come to us with ideas, and separating you guys from the pack? I don't know that it's a one to one correlation. When I said that to my students, Well, I imagine the big consultants are hovering as well. and the drudge tasks that we all know well. and so, at the end of the course, they're going to be doing how fast are these companies growing, but, to your point, don't realize the impact that it could have. is going to be pretty easy for this new digital generation. Tom and Kurt, thank you so much for coming on theCUBE for more of theCUBEs live coverage of UIPath FORWARD.
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Mary Johnston Turner, IDC | AnsibleFest 2019
>> Announcer: Live from Atlanta, Georgia, it's theCUBE. Covering AnsibleFest 2019. Brought to you by Red Hat. >> Welcome back everyone it's theCUBE's live coverage here in Atlanta, Georgia for Red Hat's AnsibleFest. #AnsibleFest, check out all the commentary on Twitter. Of course, we're here for two days, I'm John Furrier with Stu Miniman. Our next guest is Mary Johnston Turner, Research VP Cloud Management International Data Corp IDC. Welcome to theCUBE, thanks for joining us. >> Thank you. >> So IT operations has been an evolving thing. AI and automation really changing the landscape of this data equation. IT operations used to be, "Hey, you go to IT ops, no problem." Now with the world changing to be more software-driven, software-led, a lot's changed. What's your take? What's your research say about the IT ops landscape? >> Well, I mean, you have to put it in the context of what's going on generally with IT, right? I mean, we're clearly seeing DevOps, you know it's either in production or in large scale testing and the majority of enterprises. We've got lots and lots of containers and Kubernetes usage, we've got multiple clouds in just about every enterprise you talk to. It's, you know, well over 90%. And what that all means is that there's just a lot of change on a lot of different levels. And so that's kind of really put stress on traditional, operational approaches on task-oriented automation. you know, siloed approaches to control and monitoring. And what we're really starting to see is now a move to how to become more integrated, more unified and more collaborative across all these teams. And that's actually kind of driving to me for a new generation of monitoring automation and analytics kind of all put together. >> It's interesting how management software has always been part of every IT conversation we've had in over the past decades. And, but recently if you look up the evolution of cloud and hybrid multi-cloud, you mentioned that. CloudOne, Dot, Amazon, public cloud, pretty straightforward to comprehend. Start-up start there. But this whole other cloud paradigm is shifting has taken these categories like network management, turned them into observability. Five companies go public and M&A activity booming. Automation similar kind of vibe to it here. It's got this management piece to it that used to be this white space. Now the aperture seems to be increasing. What's your take on this? Because we're trying to make sense of it. Customers are trying to figure it out, obviously. They've been doing configuration management. But now they got scale, they got some of the things you mentioned. What's this automation category look like or is it a category? >> I don't know if it's a category or not but it's certainly a thing, right? I think what we're seeing with automation is historically, it was very individual driven. It was, "I have a problem", right? I have to configure something or deploy something and I could whip up a script, you know, do a little code and it worked for me and it wasn't documented and that was great, you know. And I think what we're happening now with just the way applications are being architected, I mean, you're moving to very modular, microservices-based approach to applications, the way they're deployed. All the dependencies across all the different tiers from network to storage to public cloud to private cloud. It's really very, very difficult to rely on a bunch of ad hoc tools to do that. And so I think what's happened with automation is it's expanding up to become as much a business collaboration platform, as it is just sort of a task, feeds and speeds sort of control platform. We're kind of in the middle of that evolution. Even, you know, two years ago I don't think you saw the kinds of analytics, you know, and machine learning and AI that we're now starting to see come in as an overlay to the automation environment. >> Mary, one of the things we've been talking about for the last couple of years is that great buzz word of digital transformation. The real driver for that is I need to be a data driven organization, not just ad hoc things. So where does automation fit into that broader discussion of, you know, changing operational models like you were talking about? >> Well I think, you know done right, it can really be a platform for collaboration and accelerating digital transformation across the enterprise. Because rather than having, you know, each team have to do their own thing and then do a manual hand off or a big change control meeting, you know, these things just don't scale and move quick enough in today's environments. Particularly if you're trying to update your applications every five minutes, right? So, I think the collaboration, the different teams and also a creative environment where you can have more generalists too, right? you know, there's collaboration across IT ops and DevOps and sort of the lines start to blur. >> Yeah, you mentioned the word platform and we were talking to the Ansible team, they were very specific as to how they chose that for customers out there. You know, choosing a platform is a bit of a commitment. It's not just a tactical, "We're going to do this." What's your thoughts on the Ansible automation platform and what feedback do you have to customers as to how they're deciding which platforms and how many platforms that they'll develop on? >> Yeah, it's a really interesting conversation. I mean, I think one of the things that the Ansible team's really focusing on that's important is the modularity. The fact that you can plug and play and kind of grow over time. And also that it's a very software-driven paradigm with the automation artifacts under source control. Which again is kind of different for a lot of ops teams. They don't have that notion of Git and software development all the time. So I think that having a platform approach that still allows a fair amount of modularity integration, and it lets different parts of the organization decide over time how much they want to participate in a very curated, consistent integration. And at the same time, at least in the Ansible world, because of the way it's architected, they can still have modules that call out to other automation, you know, solutions that are in the environment. So it's not an all or nothing, and I think that's really, really important. And it's also a platform for analytics. I'm sorry, but data, you know, about what's going on with the automation. >> The data's critical, but we had mentioned earlier on our previous interview with Red Hat folks and Stu and I's intro about the cloud and how the complexity that is being introduced, and you mentioned some of those earlier, the complexities are there. Of the automation solutions that you've seen, which one's having the most impact for customers? >> Well that, what do you mean by impact? There's such a, such a range of them. If you look in certainly the configuration, infrastructure as code space, obviously Ansible, there's a couple others. If you look into the CI/CD space, right? I mean there's a whole set of very optimized CI/CD tools out there that are very important to the DevOps environment. And, again, you'll see integrations between the infrastructure and the CI/CD, and they're all kind of blurring. And then you've got very specific, almost domain controllers, whether they're for hardware or converged infrastructure-type platforms, or whether they're for public clouds. And those don't go away, right? You still need something that understands the lower level system. And so, I think what we're seeing is organizations trying to reduce the number of individual siloed automation tools they've got, but they're still probably going to have more than one to do the full stack with something, you know, acting as kind of a policy-driven control plane in analytics-driven control plane in the middle. >> So, you've still got to run the plumbing. >> Right, exactly. >> You've still got to run the system now. >> Yeah, I mean something like 70 to 80% of the customers we talk to that are using one or more of the big public clouds, they're also using a fair amount of control tooling that's provided by those cloud vendors. And those aren't going to go away, because, you know, it's just like a hardware system. You got to have the drivers, right? You got to have the core, but you've got to be able to again have the process flow across it that's really important. >> What's your take on the market place shaking out the winners and losers? Because I know you like to track the marketplace from a research standpoint. It just seems that all the events we go to at theCube, everyone's jockeying for the control plane. >> They are. >> Or something. The control plane of the data. We're the control plane for the management. So, the control plane, meaning horizontally scalable, much more platform-centric. You're starting to see kind of a systems thinking coming back into the enterprise versus the siloed IT, but this illustrious control plane, (Mary laughing) I mean, how many control planes can there be? What's your take on all this craziness? >> That's a good question. I mean again, I think there is a difference between sort of the driver level, right? Which it used to be, again, those scripts. They were kind of like drivers, right? That's almost becoming just the playing field. You've got to have those integrations. You've got to have a nice modular way to architect that. What really is going to be the control plane is the data. It's the metrics around what are you doing. It's the performance, it's the security, and being able to actually optimize a lot of the SLOs that go along with that. That's really where the, you know, being able to do a good thing with the data, and tie it to the business and the app is where the real control is going to be. >> Mary, how's Ansible doing as a business? We saw a lot of proof points in the keynote about the community growth, obviously, adoption is up. But, anything you can share about how, you know, they've been doing really about four years into the Red Hat acquisition? >> Well they're, I mean, they're growing pretty effectively. They, I think this whole category is growing, and so they're benefiting quite a lot from that. I think we are seeing really strong growth in the partner communities. Particularly here at this show we are seeing some really, you know, larger and larger scale partnerships, more and more investment. And I think that is really important, because ultimately for a technology like this to scale, it's got to become embedded in all kinds of solutions. So, I look at much as the partner adoption as a good sign as anything. >> Well it's, you know, I guess two things. One is, the whole market's growing. Is Ansible doing better or worse than that? And what is the impact of those cloud-native tooling that you mentioned is, you know, I looked there's kind of Red Hat, the Ansible traditional competition, which was more in the infrastructure management space and now, yes, they do containerization, and work more in the cloud environment. They're kind of spanning between those environments. >> Well, I think, you know, again I see most organizations using multiple tools. I think, from a revenue and growth rate, I can't really get into it, because, as you know, Ansible is actually part of Red Hat, and Red Hat doesn't report out numbers at that level. But we see certainly see a lot of adoption. And we see Ansible, you know, at least if not the primary, as one of the major tools in more and more organizations. And that's across compute, storage, network, very, very popular in the network space, and then growing. Probably not quite as strong, but growing interest in like security and IoT. >> It's interesting you mention the numbers and how Ansible is now part of Red Hat. When Red Hat bought Ansible a couple years ago, I think the year before Stu and I were talking about how configuration management automation was going to come. We kind of saw it, but one of the things that in the community and Red Hat had publicly talked about is, Red Hat didn't screw it up. They kind of got it right, they kept them alone. They grew organically and this organic growth is kind of a forcing function for these new things. Are you happy with what Red Hat has done here with Ansible and this platform? What's your take on this platform? Because platforms have to enable. Good things and value. >> I think you're right. Ansible grew very virally and organically for a long time, but you kind of hit a wall with that at some point. I think they rightly recognized that they needed to have the kind of tooling, the kind of metrics, the kind of hub and modularity that would allow it to go the next level. So, I'm actually really encouraged by this announcement, and I think it also, again, it positions it I think to make partner driven-solutions much more easily standardized. It opens up, probably more ways for people to contribute to the communities. So I think it's really positive. >> And as a platform, if it's enabling value, what kind of value propositions do you see emerging? 'Cause you've got the content collections, the automation hub, automation analytics. Is it just bolting onto RHEL as value? What is some of the value that you might see coming out of the Ansible automation platform? >> Oh, well I mean Ansible's always been very agnostic. It's always been its own business which certainly can compliment RHEL. There's RHEL rolls and all kinds of stuff. But that's not really the focal point for Ansible. Ansible really is about providing that modular consistent automation approach that can span all these different operational domains, and really reach into the business process. So, I think it's great for the Red Hat portfolio, but now as we start to see them building bridges into the bigger IBM portfolio, you know, we haven't had a lot of IBM/Ansible announcements yet, but I would expect that we're going to see more over time. I think the OpenShift Operator integrations are going to be important as part of the things that IBM is doing with OpenShift. So, I think there's more to come. >> Mary, I wonder what your research finds regarding open source consumption in general. You know, how many of the customers out there are just using the free community addition? You know, Red Hat's very clear, you know, they are not, the open source is not Red Hat's business model. It is the way that they work. >> Mary: It's a development model. >> It's their development model. So, any general comments about open source, and specifically around Ansible, kind of the community free edition versus paid. >> Well, it's obviously been an interesting week in open source world with, not Red Hat, but some other vendors getting a little bit of flack for some of the choices they've made about their business practices. I think, you know, there are many, many organizations that continue to get started with unpaid, unsupported open source. What typically happens is if it gets to a critical mass within a company, at some point they're going to say, either I have to invest a lot of people and time and do all the testing, hardening, integration, tracking the security updates you know, and they're still never going to get notified directly from intel when there's a problem, right? So, I think many organizations as they, if they decide this is mission critical then they start to look for supported editions. And we've done a lot of research looking at the benefits of getting that level of support and typically, it's just 50 to 60% improvements and, you know, stability, security, time-to-market because you're not having to do all that work. So, its a trade-off, but you'll always have some, particularly smaller organizations, individual teams that they're not going to pay for it. But I think its scale is when it really becomes valuable. >> Mary, final question for you, for the folks watching that couldn't make the event or industry insiders that aren't in this area. Why is this AnsibleFest more important this year than ever before? What's the big story? What's the top thing happening now in this world? >> I mean, there's great energy here this year. And I've gone to a couple of these over the years. First of all, it's the biggest one they've ever had. I think really though, it's the story of collaboration, building teams, automating end-to-end processes. And that's really powerful, because it's very clear that the community has stepped up from just saying, I can do a great job with network automation, or I can do a great job with cloud or with server. And they're really saying, this is about transforming the organization. Making the organization more productive, making the business more agile. And I think that is a big step for Ansible. >> You know, I think that is a huge point. I think that's something that's really important, because you know, we've talked about capabilities before. It does this, it does that to your point. This is kind of a testament to the operationalizing of DevOps. 'Cause people have always been the bottleneck. So this seems to be the trend. Is that what you're saying? >> Yeah, I think so. And I also see, again, this community talking so much about upscaling the people. Embracing things like unit testing and source control. And it's a maturation of the whole automation conversation among this community. And remember, this community is only what? Six, seven years old? >> Stu: 2012. >> Yeah, I mean it's really a very, very young community. So I think it's a really important pivot point, just in terms of the scale of the problems they can address. >> Solve for abstractions. Solving big problem, automation will be a great category. Mary, thanks so much for coming on theCUBE. Sharing your insights and your research and your analysis. I appreciate it. >> Okay, thank you. >> Mary Johnston Turner Research VP of Cloud Management at IDC, here inside theCUBE. Breaking down the analysis of Red Hat's Ansible position vis-a-vis the market trends. It's theCUBE, I'm John Furrier with Stu Miniman. Stay with us for more coverage after this short break. (upbeat techno music)
SUMMARY :
Brought to you by Red Hat. #AnsibleFest, check out all the commentary on Twitter. AI and automation really changing the landscape and the majority of enterprises. Now the aperture seems to be increasing. and that was great, you know. that broader discussion of, you know, and sort of the lines start to blur. and what feedback do you have to customers that call out to other automation, you know, and how the complexity that is being introduced, the full stack with something, you know, the system now. And those aren't going to go away, because, you know, It just seems that all the events we go to at theCube, So, the control plane, It's the metrics around what are you doing. about the community growth, obviously, adoption is up. So, I look at much as the partner adoption that you mentioned is, you know, And we see Ansible, you know, at least if not the primary, We kind of saw it, but one of the things that I think they rightly recognized that they needed to have What is some of the value that you might see coming out into the bigger IBM portfolio, you know, You know, how many of the customers out kind of the community free edition versus paid. and do all the testing, hardening, integration, What's the big story? that the community has stepped up from just saying, So this seems to be the trend. And it's a maturation of the whole automation conversation just in terms of the scale of the problems they can address. I appreciate it. Breaking down the analysis of Red Hat's Ansible position
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Mary O'Brien, IBM | IBM Think 2019
>> Live from San Francisco, it's theCUBE. Covering IBM Think 2019. Brought to you by IBM. >> Welcome back to theCube. Lisa Martin with Dave Vellante on our third day here at IBM Think 2019. The second kind of full day of the event. Dave, here we are with this beautiful San Francisco rain. Much needed in California >> I like being back in Moscone, its good. >> It is nice being back in Moscone. Speaking of being back, we are welcoming back to theCUBE Mary O'Brien, the general manager of IBM security. Mary, it's a pleasure to have you on the program. >> Thank you Lisa, Dave. >> Mary. >> So we were just talking before we went live, this event is massive, about 30,000 people. It was standing room only to get into Ginni Rometty's keynote yesterday. >> No you couldn't get in. >> Couldn't get in, >> They closed, they shut the doors out >> I think she said this is the closest that she'll ever be to an iPhone launch. That must be like rockstar status. Four campuses, 2,000 different sessions, there is here a Security and Resiliency campus. >> Yes there is. >> Which must be exciting for you, >> It certainly is. >> but talk to us about security is such a pervasive challenge that any organization faces. You were saying, there's nearly two million by the year 2020 nearly two million unfilled security roles. Talk to us about security at IBM and how you're using technologies, like AI, to help combat the problem, this prolific problem that cyber security is bringing. >> Okay, so I can start by saying security is everybody's problem. It's a problem faced by every business, everyday and as businesses modernize and they become more digital and move to the Cloud, there's cyber security nightmares and cyber security problems are only getting greater, okay? So, you know couple that with the fact that, as you say, by 2020, and ever body has a different variation of this statistic, but we're working on the basis that by 2020, there will be in the region of two million, unfilled, cyber security posts around the world. So at IBM Security, we're looking to understand how we can reduce the complexity, reduce the need for vast numbers of staff and augment our capabilities, all of our products and services, with artificial intelligence in order to relieve this gross skills gap. >> Well, I have to say, this is our 10th year now doing theCUBE Lisa and I was downstairs earlier and I saw, I guess I call him my friend, Pat Gelsinger, was walking into the keynote and a little high five and nine years ago I asked Pat Gelsinger on theCUBE, is security a do-over because of Cloud and he said flat out yes, it actually is. So I wonder, so much has changed in the last decade. You mentioned data, you mentioned artificial intelligence, the bad guys have gotten way more sophisticated, you have this new thing called The Edge and so I don't know if it's a do-over or evolving rapidly, but what are your thoughts on the changing nature of security? >> Well I think the security landscape is changing for sure and the attack surface is changing because you've got to remember that as all of our and more and more devices and all of our devices become smarter and become connected to the internet, we're basically just increasing the attack surface and increasing the opportunity for cyber attacks and cyber criminals to hack in and get into our networks. Okay, so you know as we move to the Cloud and we embrace an API economy, so we're using API's to access you know our applications then you know once again, we're opening up our capabilities. Open means open to us and to others and so the need to design security into everything we do and not append security as a perimeter around what we create is becoming more and more important. >> Well we can't do that just 'cause I think something also that you mentioned, sorry David, with the proliferation of devices, you know billions of devices, the perimeter is so amorphis, there's en clays on top of en clays on top of en clays >> Absolutely. >> I'm curious though, how is AI from IBM going to help companies protect themselves from their people, who might not be doing things necessarily maliciously, unintentionally, but that's one of the biggest common denominators I think in security that's the biggest, how do we protect from people? >> You nailed it. I mean I can not remember the stat, but I do know that more than 50% of breeches result from the inside and that's not necessarily people being malicious. I mean you have a combination of people who just don't adopt the best security policies, so they're not using strong passwords, they're clicking on links, they're answering phone calls, they're doing something that's a little bit sloppy or a little bit insecure and then of course you'll have the malicious insider. There aren't very many of them, but they do exist. So the way the security industry is evolving to protect ourselves against the insider is firstly to look at access to our crowned jewels and to make sure that only the people who need access to our crowned jewels and to the most important assets within our businesses have that access. Okay, firstly, now secondly, we are developing capabilities that we call user based analytics, user behavioral analytics. So we actually profile, what is the normal behavior of a user. So a user, in their job role, who works the pattern that is normal for that user. You know, what is a normal behavior for that user so that we allow the machine and the algorithms to learn that normal behavior so that when that behavior becomes different or when that user does something anomalous, that we can trigger an action, we can trigger an alert, we can do something about it. So user behavior analytics is the way we apply machine learning, artificial intelligence, to the problem to keep us safe from the insider fumbling, yes. >> Another big change and I want to make a comment, is the way in which organizations approach security at the board level. It's become a board level topic. The conversation between whether its the CSO or the CIO and the board has evolved from really one of, oh yeah, we're doing everything we possibly can to we're going to get breached, it's all about our response to that breech and here's the response mechanism and so I wonder if based on your conversations Mary, with executives, what you're seeing, what are they asking from IBM, just in terms of helping them specifically respond to the inevitable breaches? >> Okay, so there's a wide range of responses to that question. And it depends where you are on the globe, how sensitized the board is to security situations. They're all sensitized, but there are some parts of the globe where a breach of a regulation can put a board member in prison. So you know, there's a motivation to >> They're paying attention >> They're paying attention okay, but you know across the board, we're seeing that the board has evolved their attention, based on the fact that security used to be driven by compliance. It used to be driven by ticking a box to say you had a database protection in place and you had x, y, z in place. People became more sensitized to the next attack so what was the next threat, what was the next attack on their, the next piece of malware, the next piece of ransomware, but now people have really got to the point and the board have really got to the point where they really realize that this isn't about when an adversary gets into your network or gets into your enterprise or your business. They get in. It's about how you respond to it, how you find them, how you remove them, how you respond to the breach so at IBM security, we put a huge focus on training boards and their teams in how to respond to an instance because we've got to get to a point where the response is muscle memory so that everybody knows their role, they know how they behave and we're back to the people discussion again because everybody, from the person who is at your reception desk, who may be the first person to meet the media as they come in your doors after an event, to the CSO who has responsibility to the President or CEO, needs to understand their role and when they parttake or when they back away and let the experts partake during the course of an incident. >> One of the things too that's been widely known is it's taken upwards of two to 300 days before breaches are detected. How is IBM helping infuse AI into, not just the portfolio, but also the practices and behaviors to start reducing that so it doesn't take as long to identify a breach that can cost millions of dollars? >> So yes, what were doing here is we're working to reduce the complexity in peoples cyber programs. So if you consider that in many of our clients shops, we will find up to 80 different security products from 40 different vendors and that's an average that has been taken over time and we use that statistic all the time. Basically you have all of these tools and all of these products that have been bought to solve a security threat djure over several decades and they're all residing, all of these products, not talking to one another. So at IBM Security, what we're doing is we're applying technology and our capabilities to bring together the insights from all of these tools and to ensure that we can actually knit them together, correlate those insights, to give a more holistic view, a faster view, of what's relevant, what's pertinent to you in your industry, in your geo, in your business. So we look for the insights that are indicative of the most significant threat to you to help you get there, sort it, eradicate it, quarantine, or whatever you need to do to eliminate it. >> How about the skills gap? We talk about that a lot on theCUBE. There's more security professionals needed than are out there. What can you do about that? Is machine intelligence a possible answer? Helping people automate a response? What do you see? >> Absolutely So there's a number of different responses. Absolutely, infusing artificial intelligence and finding ways of reducing the amount of the amount of security data, the amount of security alerts that need to be responded to. So firstly you need to reduce the noise so that you can find the needle in the haystack and our capabilities with machine learning and artificial intelligence and the various different algorithms we build into our products help along the way there. So you have that. In addition to that, you always have a need for the people, for the experts so making sure that we infuse all of our practices, the people who are foot soldiers on the street, our consultants, our practitioners, to make sure that we hire the best, the brightest and we put them around the geo so that they are distributed and able to help our clients. And then you heard Ginni yesterday talk about various different means of accelerating our ability to bring more people into the workforce using our P-TECH initiative within IBM, so we're looking to go out to schools, where you wouldn't necessarily have a feed or kids with an opportunity, to find jobs in the cyber security space or in many professional spaces. Finding them, training them, tapping them, encouraging them and we've seen several people come through the P-TECH schools into the cyber security space and we've also embraced the return to work for people who have taken career breaks either to mind elderly relatives or to bring up kids or whatever, so we have a number of programs running in various parts of the world where we're introducing people back into the workforce and training them to become cyber experts. >> I got to ask you, as a security executive, does Quantum keep you up at night? >> Um, Quantum does not keep me up at night because IBM are the leaders in this space and as leaders in this space, we work with the researchers and developers in the IBM research labs, to ensure that our security practices are keeping in lock-step with Quantum and our algorithms are changing so that we can stay ahead of the Quantum race. >> It's in the hands of the good guys right now. >> It certainly is >> Let's keep it that way if we can. >> Last question Mary, there is, as I mentioned in the very beginning, four campuses here where the 30,000 plus attendees can learn. What are some of the things that you're excited that the attendees here, customers, perspective customers, partners, analysts, press are going to see, touch and feel from the Security and Resiliency Campus? >> At the Security and Resiliency Campus, the people here can see some of our latest innovations and capabilities and they can see our new platform. Our new security platform is called IBM Security Connect and this is you know, our capability that we just launched to actually reduce the complexity in people's cyber programs and help bring lots of these products, these siloed products and the insights from them together, to give a much sharper view of the threat to your business. So there's a very good demonstration of that. You can see a very good demonstration of the breath of our portfolio. You can talk to some of our consultants. Talk to our instant response specialists, you know, you can be scared about what's out there and see that your security is in good hands if you work with us. >> It sounds like a security candy store down there. We should go check it out. >> Yeah >> It sure is. >> Check out the flavors. >> Exactly. Thanks so much for stopping by >> Thank you. >> Sharing with us what's new >> Great to see you again Mary. >> In IBM security and also how you guys are helping to influence behavior. I think that's a really important element. We thank you and we look forward to talking to you again. >> Thank you very much. >> We want to thank you for watching theCUBE. Lisa Martin with Dave Vellante, live IBM Think 2019 on theCUBE. Stick around, we'll be right back shortly with our next guest. (tech music)
SUMMARY :
Brought to you by IBM. Welcome back to theCube. Mary, it's a pleasure to have you on the program. So we were just talking before we went live, this is the closest that she'll ever be to an iPhone launch. to help combat the problem, this prolific problem and they become more digital and move to the Cloud, and so I don't know if it's a do-over or evolving rapidly, and so the need to design security into and to make sure that only the people who need access and the board has evolved from really one of, how sensitized the board is to security situations. and the board have really got to the point to start reducing that so it doesn't take of the most significant threat to you to help you get there, How about the skills gap? the amount of security alerts that need to be responded to. and developers in the IBM research labs, if we can. that the attendees here, customers, Talk to our instant response specialists, you know, It sounds like a security candy store down there. Thanks so much for stopping by are helping to influence behavior. We want to thank you for watching theCUBE.
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Mary Hamilton & Teresa Tung, Accenture Labs | Accenture Technology Vision Launch 2019
>> From the Salesforce Tower in downtown San Francisco, it's theCube, covering Accenture Tech Vision 2019, brought to you by SiliconANGLE Media. >> Hey welcome back everybody, Jeff Frick here with theCube. We're in downtown San Francisco with the Salesforce Tower. We're in the 33rd floor with the grand opening of the Accenture Innovation hub. It's five stories inside of the Salesforce Tower. It's pretty amazing, couple of work floors and then all kinds of labs and cool things. Tonight they introduce the technology vision. We've been coming for a couple of years. Paul Daugherty and team. Introduce that later, but we're excited to have a couple of the core team from the innovation hub. And we're joined by Mary Hamilton She's a managing director of Accenture Labs. Great to see you Mary. >> Nice to see you too. >> And Teresa Tung also managing director of Accenture Labs. Welcome. >> Thank you. >> So it's been quite a day. Starting with the ribbon cutting and the tours. This is quite a facility. So, what does it mean having this type of an asset at your disposal in your client engagements, training your own people, it's a pretty cool spot. >> Yeah, I think it's actually something that's, these innovation hubs are something that we're growing in the U.S. and around the world, but I think here in San Francisco, we have a really unique space and really unique team and opportunity where we're actually bringing together all of our innovation capabilities. We have all of them centered here and with the staircase that connects everyone, we can now serve clients by bringing the best of the best to put together the best solutions that have open innovation and research and co-creation and innovation all in one. >> Right and you had a soft opening how many months ago? So you've actually been running clients through here for a number of months, right? >> We have. So, we've been working here probably about six months in the workspaces. We've been bringing clients through, kind of breaking in the space, but just over the holidays we opened sort of all of the specialty spaces. So, the Igloo, the Immersive Experience, we've got a Makeshop, and those all started to open up so our employees can take advantage and our clients can come in. >> Right, right. >> Yeah. >> So one of the things that comes up over and over I think in every other interview that we've had today is the rock stars that are available here to help your clients. And Teresa I got to brag on you. >> Got one here. >> You're one of the rock stars, all you hear about is most patents of any services for most patents from this office of all the other offices in Accenture. >> All of Accenture >> You're probably the person. (laughs) So congratulations. Talk about your work. It's funny, doing some research, you have an interview from a long time ago, you didn't even think you wanted to get in tech. >> Yeah. >> Now you're kicking out more patents than anybody in Accenture which has like 600,000 people. Pretty great accomplishment. >> I think it's a great story how a lot about people think about technology as a geek sort of thing and they don't actually picture themselves in that role but really, technology is about imagining the future and then being able to make it happen. You can imagine an idea, and you think Cloud, and AI, VR, it's all so accessible today. You could buy a 3D printer and just print your own idea. >> Right. >> And that's so much different than I think it was even ten, twenty years ago. And so when you think about tech, it's much more about making something happen instead of, just again, coding and math. Those are enablers but that's not the outcome. >> Right, right. So what type is your specialty in terms of the type of patent work that you've done? >> I've done them all. So I start with cloud computing, doing a lot of APIs and AI. Most recently doing a lot of work on robotics and that's the next generation. >> Right. so one of the cool things here is, software is obvious, right? You get to do software development, but there's a lot of stuff. There's a lot of tangible stuff. You talked about robotics, there's a robotics lab. Fancy 3D printing lab. >> There's like this, >> Yep. >> I don't know, the maker lab, I guess you call it? >> That's right. >> So, I don't know that most people would think of Accenture maybe as being so engaged in co-creation of physical things beyond software innovation. So, has that been going on for a long time? Is that relatively new? And how is it playing in the marketplace? >> Yeah, so, there's a few things we've been doing. Some of it is the acquisitions we've made, so Mindtribe, Pillar, Matter, that really have that expertise in industrial design and physical products. So we're getting to that space. And then, I'm also, as a researcher's standpoint, I'm really excited about some of the area that you'd never think Accenture would play in around material science. So if you start to combine material science plus artificial intelligence, you start to have smart materials for smart products and that's where we see the future going is what are all the kinds of products and services that we might provide with new material? And new ways to use those materials And, >> Right. >> My original background, my degree is in material science so I feel like I've kind of come full circle and exactly what Teresa was saying is how can you design things and come up with new things? But now we're bringing it from a technology perspective. >> Right, got to get that graphene water filtration system so we can solve the water problem in California. That's another topic for another day. But I think one of the cool things is really the integration of the physical and the software. I think a really kind of underreported impact of what we're seeing today are connected devices. Not that they're just connected to do things, but they phone home at the end of the day and really enable the people that developed the products, to actually know how they're being used. And then the other thing I think is so powerful is you can get shared learning. I think that's one of the cool thing about autonomous cars and Waymo, right? If there's an accident, it's not just the people involved in the accident and the insurance adjuster that learn what not to do but you can actually integrate that learning now into the broader system. Everyone learns from one incident and that is so, so-- >> Right. >> different than what it was before. >> Yeah I mean, it really points to type of shared pursuits of larger business outcomes. By yourself, a company might see their customer and impact their business and their product, but if you think about the outcome for the customer, it's around taking an ecosystem approach. It might be your car, your insurance company, you as an individual, and maybe you might be a hobbyist with the car, you're mechanic. Like this ecosystem that I just described here. It's the same across all of the different types of verticals. People need to come together to share data to pursue these bigger outcomes. >> Right, you need to say? >> I was just going to say, and along those lines, if you're sharing data, those insights go across the legal system. But then they can get plugged back in to thinking about the design, and we're looking at something called generative design where if you have that data, you can start to actually give the designer new creative solutions that they may not have thought about. >> Right. >> So you can kind of say, hey based on these parameters of the data we've received back about this product, here are all the permutations of design that you might want to consider, and here's all the levers you can pull and then the designer can go in and then say, okay, this makes sense, this doesn't. But it gives them the set of here are all of the options based on the data. >> Right. >> And I think that's incredibly brilliant. It's kind of the human plus machine coming together to be more intelligent. >> So, human plus machine, great Segway, right? What we just got out of the presentation and one of the guys said there's three shortages coming up. There's food, water and people. And that the whole kind of automation and machines taking jobs is not the right conversation at all, that we desperately need machines and technology to take many of the tasks away because there aren't enough people to do all the tasks that are required. >> I mean think about it as a good thing. As a human, the human plus workers really enabling your job to be easier, more efficient, more effective, safer. So any task that's dull dirty, dangerous, those are things that we don't want to do as humans. We shouldn't be doing those as humans. That's a great place for the robotics and the machines to really pair with us. Or AI, AI can do a lot of those jobs at scale that again, as a human we shouldn't be doing. It's boring. Now you could have human plus machine whether it's robotics or AI to actually make the human a higher level worker. >> Right, I love the three Ds there. You got to add the fourth D, drudgery. Talking about automation, right, it's like drudgery. Nobody wants to do drudgery work. But unfortunately we still do. I mean, I'm ready for some more automation in my daily tasks for sure. Okay, so before we wrap up. What are you looking forward to? We got through the ribbon cutting. Are there some things coming in the short term that people should know about, that you're excited that you're either doing here, or some of your, kind of research directives now that we got the big five from Paul and team. What are you doing in the next little while that you can share? >> Well, I'm excited to have clients coming in, so >> Yeah. >> Al lot of the innovations that we have like Quantum Computing. This is a big bet for Accenture. At the moment, at the time we started Quantum Computing, our clients weren't begging for it yet. We made that market. We went out and took a bet. We saw how the technology was changing. We saw the investments in Quantum. We made the relationships with 1QBit, with IBM and through that, now we're able to find this client opportunity with Biogen and that's the story that we published a drug discovery method that is actually much better than what would happen before. >> Right. >> Yeah. >> Mary? >> For me it's about, it's also the clients and it's thinking about it from a co-research and co-innovation standpoint. So, how do we establish strategic, multiyear, long-term relationships with our clients where we're doing joint research together and we're leveraging everything that's in this amazing center, to bring the best and to kind of have this ongoing cycle of what's the next thing. How are we going to innovate together, and how are we going to transform them, talk about approximately from building physical products to building a set of services. >> Right, right. >> And I think that's just taking advantage of this to make that transformation with our clients is so exciting to me. >> Well, what a great space with great energy and clearly you guys look like you're ready to go. >> Hey, we are. >> So congrats again on the event, and thanks for taking a few minutes and sharing this terrific space with us. >> Thank you. >> Thank you. >> All right. She's Teresa, she's Mary, I'm Jeff. You're watching theCube, from San Francisco the Accenture Innovation Hub. Thanks for watching, we'll see you next time. (upbeat music)
SUMMARY :
brought to you by SiliconANGLE Media. a couple of the core team from the innovation hub. And Teresa Tung also managing director of Accenture Labs. Starting with the ribbon cutting and the tours. and with the staircase that connects everyone, but just over the holidays we opened So one of the things that comes up over and over of the rock stars, all you hear about is You're probably the person. Now you're kicking out and then being able to make it happen. Those are enablers but that's not the outcome. in terms of the type of patent work that you've done? and that's the next generation. so one of the cool things here is, And how is it playing in the marketplace? Some of it is the acquisitions we've made, and exactly what Teresa was saying is and really enable the people that developed the products, It's the same across all of go across the legal system. and here's all the levers you can pull It's kind of the human plus machine and one of the guys said there's three shortages coming up. and the machines to really pair with us. Right, I love the three Ds there. Al lot of the innovations that we have it's also the clients to make that transformation with our clients clearly you guys look like you're ready to go. So congrats again on the event, the Accenture Innovation Hub.
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Mary O'Brien, IBM Securities | IBM Think 2018
>> Announcer: Live from Las Vegas, it's The Cube. Covering IBM Think 2018, brought to you by IBM. >> Welcome back to IBM Think 2018. My name is Dave Vellante and you're watching The Cube, the leader in live tech coverage. This is IBM's inaugural Think event. Companies consolidated about six major events into one We're trying to figure it out, 30-40,000 people there's too many people to count, it's just unbelievable. Mary O'Brien is here, she is the vice president of research and development at IBM in from Cork, Ireland. Mary, great to see you, thanks for coming on The Cube. >> Thank you, Dave. >> So tell us a little bit more about your role at IBM as head of research and development. >> Okay so I'm head of research and development for IBM Security explicitly so in that capacity I manage a worldwide team of researchers and developers and we take products from, you know, incubation, initial ideas all the way through to products in the field. Products that help defend businesses against cyber crime. >> So, Jenny was talking today about, you know, security is one of the tenants of your offerings at the core. >> Mary: Yes. >> So, everybody talks about security. >> You can't bolt it on, you know, there's a lot of sort of conversations around that. What does that mean, security at the core from a design and R & D perspective? >> That actually means that the developers of applications are actually aware of security best practices as they design, as they architect and design their applications. So that they don't deliver applications to the field that have vulnerabilities that can be exploited. So, instead of trying to secure a perimeter of an application or a product or, you know, a perimeter full stop they actually design security into the application. It makes it a much more efficient, much cheaper way to deliver security and also, you know, much stronger security base there. >> So, I wonder if you could relate, sort of, what you guys are doing in security with what's happened in the market over the last 10 or 15 years. So, it used to be security was, you know, hacktivists and you know throw some malware in and maybe do some disruption has become cyber criminals, you know, big business now and then of course you've got nation states. >> Mm-hmm How have you had to respond specifically within the R & D organization to deal with those threats? >> So, you know, you have described the evolution of cyber crime over the last years and for sure it's no longer kids in a basement you know, hacking to, for the fun of it. Cyber crime is big business and, you know, there's money to be made for cyber criminals. So, as a result they are looking to hack in and get high value assets out of enterprises, and of course, we as an organization and as a security business unit have had to respond to that. By really understanding, you know, what constitutes a very mature set of security competencies and practices and you know how we break down this massive problem into you know, bite sized consumable pieces that any business can consume and work into their enterprise in order to protect them. So, we have developed a portfolio of products that look at protecting all parts of your enterprise. You know, by infusing security everywhere, you know, on your devices, on the, you know, the perimeter of your business. Protecting your data, protecting all sorts, and we also have developed a huge practice of security professionals who actually will go out and do it for you or will, you know, assess your security posture and tell you where you've got problems and how to fix them. >> I remember a piece that our head of research, >> Peter Burris, wrote years ago and it was entitled something like "Bad User Behavior will Trump Good Security Every Time" and so my understanding is phishing is obviously one of the big problems today. How do you combat that, can you use machine intelligence to help people, you know, users that aren't security conscious sort of avoid the mistakes that they've been making? >> So, before I get into the, the complicated, advanced, you know, machine learning and artificial intelligence practices that we are bringing to bear now, you know, it's important to be clear that you know, a vast number of breaches come from the inside. So, they come from either the sloppy employee who doesn't change their password often or uses the same password for work and play and the same password everywhere. Or, you know, the unfortunate employee who clicks on a malicious link and you know, takes in some malware into their devices and malware that can actually you know, move horizontally through the business. Or it can come from you know, the end user or the insider with malicious intent. Okay, so, it's pretty clear to all of us that basic security hygiene is the fundamental so actually making sure that your laptop, your devices are patched. They have the latest security patches on board. Security practices are understood. Basic password hygiene and et cetera, that's kind of the start. >> Uh oh. >> Okay keep going. >> Okay, so-- >> I'm starting to sweat. >> So, you know, and of course, you know, in this era of cyber crime as we've seen it evolve in the last few years, the security industry has reached a perfect storm because it's well known that by 2020 there will be 1.2 million unfilled security professional roles, okay? Now, couple that with the fact that there are in the region, in the same time frame, in the region of 50 billion connected devices in the internet of things. So what's happening is the attack landscape and you know, the attack surface is increasing. The opportunity for the cyber criminalist to attack is increasing and the number of professionals available to fight that crime is not increasing because of this huge shortage. So, you know, you heard Jenny this morning talking about the era of man assisted by machine so infusing artificial intelligence and machine learning into security products and practices is another instantiation of man being assisted by machine and that is our, our tool and our new practice in the fight against cyber crime. >> So when I talk to security professionals consistently they tell us that they have more demand for their services than supply to chase down, you know, threats. They have, they struggle to prioritize. They struggle with just too many false positives and they need help. They're not as productive as they'd like to be. Can machine intelligence assist there? >> Absolutely, so computers, let's face it, computers are ideally placed to pour over vast quantities of data looking for trends, anomalies, and really finding the needle in the haystack. They have such a vast capacity to do this that's way out, you know, that really surpasses what a human can do and so you know, with, in this era of machine learning you can actually you know, equip a computer with a set of basic rules and you know, set it loose on vast quantities of data and let it test and iterate those rules with this data and become increasingly knowledgeable you know, about the data. The trends in the data, what the data, what good data looks like, what anomalous data looks like and at speed point out the anomalies and find that needle in the haystack. >> So, there's a stat, depending on which, you know, firm you look at or which organization you believe, but it's scary none the less. That the average penetration is only detected 250 or 350 days after the infiltration, and that is a scary stat, it would take a year to find out that somebody has infiltrated my organization or whatever it is, 200 days. Is that number shrinking, is the industry as a whole, not just IBM, attacking that figure? First of all, is it a valid figure, and are you able to attack that? >> Well, the figure is definitely scary. I don't know whether your figure is exactly >> Yeah, well the latest figure but it's a scary figure >> Yeah. and it's well known that attackers will get in. So, of course, there's, uh there's the various phases of, you know, protecting yourself. So, you're going to try to avoid the attackers getting in in the first place. Using the various hygienic means of you know, keeping your devices, you know, clean and free from vulnerabilities and so on. But you've also got to be aware that the attacker does get in so now you've got to make sure that you limit the damage that they can cause when they're in. So, of course, you know security is a, you know you can take a layered approach to security. So you've got to firstly understand what is your most valuable data, where are your most valuable assets and layer up the levels of security around those first. So you make sure that if the attacker gets in, they don't get there and you limit the damage they can do and then of course you limit their ability to exfiltrate data and get anything out of your organization. Because I mean if they are just in there, of course they can do some damage. But, the real damage happens when they can manage to exfiltrate data and do something with that. >> So again Mary, it make sense that artificial intelligence or machine intelligence could help with this but specifically what do you see as the future role of Watson as it relates to cyber security? >> So, I mentioned the shortage of security professionals and that growing problem, okay so Watson in our cyber security space acts as an assistant to the security analyst. So, we have taught Watson the language of cyber security, and Watson manages to ingest vast troves of unstructured security data, that means blogs and you know, written text of security data from, that's available on the internet and out there all day, everyday. It just ingests this and fills a corpus of knowledge with this, with these jewels of information. And, basically that information and that corpus of knowledge is now available to a security analyst who, you know, a junior security analyst could take years to become very efficient and to really be able to recognize the needle in the haystack themselves. But with the Watson assistant they can embellish their understanding and what they see and all of the, all of the relationships and the data that augments the detail about a cyber incident you know, fairly instantaneous. And it, you know, really augment their own knowledge with the knowledge that would take years to generate, you know. >> So, I wonder if we could talk about collaboration a little bit because this is good versus evil. You guys are like one of the super heroes and your competitors are also sort of super heroes. >> Of course. >> You got Batman, you got Superman, Catwoman, and Spiderman, et cetera. How do you guys collaborate and share in a, highly competitive industry? Well, they're vary as far as you know, appearing for sharing okay, so firstly you absolutely nailed the importance for sharing because you know, the cyber criminals share on the dark web. They actually share, they sell their wares, they trade, you know so very important for us to share as well. So, you know, there are various industry forum for sharing and also organizations like IBM have created collaborative capabilities like we have our X-force Exchange which is basically a sharing portal. So, any of our competitors or other security organizations or interested parties can create you know, a piece of work describing a particular incident that they are investigating or a particular event that's happening and others can add to it and they can share information. Now, historically people have not been keen to share in this space so it is an evolving event. >> So speaking of super heroes I got to ask ya, a lot of security professionals that I talk to say well when I was a kid I read comic books. You know, I envisioned saving the world. So, how did you, how did you get into this, and was that you as a kid? Did you like-- >> No, it wasn't. I'm not a long term security professional. But, I've been in technology and evolving products for, you know, in the telecommunication business and now security over many years. So, I got into this to bring that capability of delivering quality software and hardware products to the field back in 2013 when a part of our IBM security business needed some leadership. So, I had the opportunity to take my family to Atlanta, Georgia to lead a part of the IBM security business then. >> Well, it's a very challenging field. It's one of those, you know, never ending, you know, missions so thank you for your hard work and congratulations on all the success. >> Thank you David. >> Alright, appreciate you coming on The Cube, Mary. >> Thank you. >> Keep it right there everybody, we will be back with our next guest, you're watching The Cube. We're live from IBM Think 2018 in Las Vegas, be right back. (pleasant music)
SUMMARY :
Covering IBM Think 2018, brought to you by IBM. Mary O'Brien is here, she is the vice president about your role at IBM as head of research and development. and we take products from, you know, So, Jenny was talking today about, you know, You can't bolt it on, you know, there's of an application or a product or, you know, So, it used to be security was, you know, So, you know, you have described the evolution you know, users that aren't security conscious malware that can actually you know, and of course, you know, in this era to chase down, you know, threats. with a set of basic rules and you know, you know, firm you look at or which organization Well, the figure is definitely scary. the various phases of, you know, protecting yourself. a security analyst who, you know, a junior You guys are like one of the super heroes the importance for sharing because you know, the a lot of security professionals that I talk to products for, you know, in the telecommunication you know, missions so thank you for your Alright, appreciate you coming Keep it right there everybody, we will be back
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Sheri Bachstein & Mary Glackin | IBM Think 2018
>> Narrator: From Las Vegas, it's the Cube, covering IBM Think 2018, brought to you by IBM. >> Welcome back to Las Vegas, everybody. You're watching the Cube, the leader in live tech coverage. My name is Dave Vellante, and this is day three of our wall-to-wall coverage of IBM's inaugural Think conference. Mary Glackin's here, she's the vice president of weather business solutions, public, private partnerships, IBM Watson, and she's joined by Sheri Bachstein as the global head of consumer business at the Weather Company, an IBM company. Ladies, welcome to the Cube, thanks so much for coming on. >> Thank you, you're welcome. >> Thanks. >> Alright, Mary, going to start with the Weather Company. When IBM acquired the Weather Company, a lot of people were like, "What?", and they said, "Okay, data science, I get that.", and then, there was an IoT spin on that. Obviously, you have a lot of data, but, I got to ask you, what business are you in? >> So, what we like to say is we're in, not in the weather business, we're in the decision business. We're really dedicated, everyday, to help businesses, make the best decisions possible, and Sheri works on the consumer end of the business to do exactly the same thing. >> So, talk about your respective roles. Sheri, you're on the consumer side, as Mary just said, what does that entail? >> So, the consumer side is any touchpoint where we're bringing weather and weather insights to our consumers, whether it's on our weather channel app, whether it's on our web platform, mobile web, on wearables, so, it's anywhere where we're connecting with consumers, and, as Mary said, it's really about helping consumers make decisions. In our field, the forecast and some of the weather data has become a commodity almost, and we've actually shared our weather data with a lot of partners, and, so, now, we're using machine learning and data science to really come up with weather insights to help consumers make decisions, and it could be something just as simple as what to wear today, what's going to happen for a big event, or it can be around how do I keep people safe during severe weather. >> Yeah, I mean, we all look at the weather. I mean, I look at it everyday. >> Yeah. >> Of course, when you travel, like, what do I bring, what do I wear? Living in the East Coast these days, a lot of storms that we've >> That's right. >> encountered in the East Coast. I wonder if you could talk about life at IBM. I mean, again, it was a curious acquisition to a lot of people. Have you guys assimilated, how has it changed your business? >> I would say pretty dramatically. So, coming back to IBM acquiring us, they acquired us, really, for two reasons. One is we had some underlying technology that was really of interest to them that they're leveraging today, but the other part was because weather impacts so many businesses. So, as we've come into IBM, we've had alliances with IBM research. We're working on a pretty exciting project in bringing the next generation weather model to market, using high performance computing there. We've had alliances, definitely, through Watson in bringing AI into our products, and then, our product lines marry up with a lot of IBM product lines. So, we've rolled out a really exciting offering in closed captioning, and it really works well with some of the classical media business, weather media business that we have been providing. >> So, how do you guys make money? Maybe we could talk about the consumer side and the business side. A lot of people must ask that question. >> Yeah. >> They're advertising, okay, fine, >> Yeah. >> but that's not the core of what you guys do. >> Yeah, so, on the consumer side, a big majority of our revenue is drive by advertising, but we had to look at that business as well, 'cause as programmatic advertising has kind of taken up the landscape, how did we pivot to really generate more revenue, and, so, we've done that by creating Watson advertising, and that was one of the first implementations of Watson after the acquisition on the consumer side, and what we've done is we've created an open, scalable environment that, now, we can not only sell meaningful insights on our platform, but we can now give that to our partners, that they can go off our property and use the weather insights, we can use different data around location and media to help our partners really have a better experience, not only on our platform, but on any publisher's platform. >> So, that's your customers using Watson for advertising to drive their business. >> That's right. >> It's not like IBM is getting into the advertising business, per se, directly, is that right? >> Right, well, we're leveraging the power of Watson to create these insights. One of the products we created is called Weather FX, and, really, what it's doing, it's taking predictive analytics on the retail side, which is really an underused technology for retailers, but taking our historical weather data, mixing it with their retail data' to come up with insights so we can come up with interesting things that, say, in the northeast, like right now, during the winter, soda sells tremendously during very snowy or rainy winters. We can look at, you know, strawberry Pop-Tarts sell fairly well right before a hurricane, and, so, these are insights that we can bring to retailers, but it helps them with their supply chain, it helps them with their inventory, it can actually even help them with pricing, and, so, this is one of the ways we're taking our weather technology and marrying it with the advertising world to help provide those insights. >> For real, with the strawberry Pop-Tarts? >> For real, yeah, I guess, you know, you don't have to cook 'em or something. I don't know, so, yeah. >> Right, yeah, it's simple if the lights go out, okay. I mean, we want to ask you about your title, public and private partnerships. It's interesting, what is that all about? >> So, it's really about the fact that weather has really been something that's been shared globally around the world for hundreds of years at this point, and, so, the Weather Company and IBM take it very seriously that we be good partners in that community of weather providers. So, one of the things that we feel passionately about is we have a shared safety mission with national meteorological services globally. So, here in the US, we transmit, Sheri's team does, the warnings that come from the National Weather Service unaltered with attribution to the National Weather Service. We feel that it's really important that there's a sole authoritative voice when there's really danger. So, we share that safety mission, and then, we're trying to help in other parts of the world. We've had some partnerships to try to increase the observing in Africa which is really a part of the world that's under-observed. So, some of IBM's philanthropic efforts have been helping to fill in there and work with those national met services. So, it's really one of the really fun parts of my job. >> You know, we talk a lot about digital transformation, and Ginni Rometty was talking about the incumbent disruptors, and we've been riffing on that all week. We've made the observation that companies that are digital have data at their core, and they've organized, sort of, human expertise around that data. Most companies, Fortune 1000, are built around human expertise and built around other assets, the bottling plant or the factory, et cetera. I look at the Weather Company as a data company, that's probably fair. Did you evolve into that data is clearly at your core? Has it always been, and it's very interesting that IBM has acquired this company as it changes its DNA. I wonder if you could address that. >> Go ahead (laughs). >> So, I think there's a couple aspects around our data. There's obviously the weather data which is really powerful, but then, there's also location data. We're one of the largest location data providers besides Google and some of the others, because our weather accuracy starts with location which is really important. We have 250 million users that use our application, and we want to give them the most accurate forecast, and that starts with location. Because we add value, users will opt in to give us that data which is really important to us that we do keep their data private and opt in to that to get that location data. So, that's really powerful, because, now we can deliver products based on time and location and weather, and it just makes for better weather insights for, not only our consumers, but for our businesses. >> Yeah, yeah. >> Do you use, I mean, how do you use social? I mean, you know how Waze tells you where the traffic is and you report back. Do you guys rely heavily on that, or do you more rely on machines to help you with your forecast? Is it a combination? >> So, I could talk a little bit. One of our new market areas we've been going into is ground transportation. So, we do have a partner that's providing us some transportation, traffic information, but what we bring to it is being able to do, the predictive thing, is to take the weather piece and how that's going to influence that traffic. So, as the storm comes through, we know by looking at past events what that will mean and we bring that piece to the table. So, it's an example of how we go, not just giving you a weather forecast, but really forecasting the impacts and giving you insights, so that if you're running a large trucking operation, you can reroute fleets around it and avoid weather like that and keep people safe. >> Talk about, oh, go ahead, please. >> One of the brands within our portfolio is Weather Underground, and what they brought to the table for us is a personal weather station that works. So, we have about 270,000 around the world, and these are people that just really love the weather. They have a personal weather station in their backyard and they provide that data that then goes into Mary's team in helping looking at the forecast. So, that's one of the ways that we're using kind of a social network in sensoring to influence some of the work that we're doing. >> I mean, the weather forecast, for years, have been the butt of many jokes. You guys are data science oriented, data scientists, the data doesn't lie. We just keep iterating >> Yeah. >> and make it better and better and better. What could you tell us about the improvements of the forecast over the last decade? Maybe Bill Belichick makes jokes about the weather and you hear it, you say, "You know, actually "the weather's predictions have gotten much better." You guys measure it, what can you share with us? >> Oh, it's gotten so much better over the course of my career, it's pretty dramatic and it's getting better still. You're going to see some real breakthroughs coming up. So, one of the things that we've really put a lot of bets on in IBM is the internet of things, >> Dave: Right. >> and, so, we are, today, pulling off of cellphones atmospheric pressure data and that's going into our next generation model. So, this'll be more data than anybody has powering that model. So, you're able to augment traditional data sources like, you may or may not know, we still launch weather balloons twice a day to measure through the atmosphere, but, in our technology, we take data off of airplanes, we take data off of cellphones, we'll soon be taking data off of cars which will tell us when the windshield wipers are moving, is it raining or not, when the anti-lock brakes things lock, that roads are icy, all of that. So, all of that will come in to improve forecasting. >> So, this requires partnerships with all that and amazing supply chain. >> Absolutely. >> I presume IBM helps there as well, but did you have a lot of that in motion prior to the acquisition, how does that all work? >> I think we've really been empowered by IBM. >> Yep, absolutely. >> Yeah. >> There's no question about that, and it's about finding the win-win. When we work with car manufacturers they're looking to have safe experiences for their drivers and we can help in that regard, and, as we move into autonomous vehicles, there's just going to be even more demand for very high resolution, accurate weather information. >> Am I correct at all, the weather data from all these devices actually goes back to the IBM cloud, is that right, and that's where the models are iterated and developed, is that correct, or does some of it stay out in the network? >> It's all a cloud-based operation that's here. We do do some, I mentioned before that we're working with IBM research on next generation high-performance computing which is actually, it can be cloud-based, but it's also on Prim-based, because of the very large cores we need for computing these models. We're going to run a very high-resolution model globally at a very high frequency. >> So, thinking about some of the industries that you're helping, I mean, you mentioned retail before. Obviously, government's very interested in this. I would imagine investors are interested in the weather in a big way. >> Yeah. >> Maybe you could talk about some of the more interesting industries, use cases, business models. >> Yeah, there's a lot out there, there's traditional ones we've served for years like energy traders that are very interested in, you know, because they're trying to make decisions about that. The financial services sector is also very interested. When they can get some additional insights through footfall traffic, if they know certain stores are seeing more footfall traffic, that will give them some indication, a little edge up in the marketplace for that. So, we see those kind of things, and other traditional areas as well, agriculture, what you would expect there. >> So people, you know, you hear a lot of talk in the press about artificial intelligence and Elon Musk predictions and the like, but here's an example where machine intelligence, everybody welcomes, keeps getting better and better and better. How far could we take AI and weather? Where do you see this going in the next 10 years? >> So, on the consumer side, I think it's really about transforming the way that we're delivering weather on the digital platform, the new age of the weather app will say, and, really, users want a personalized experience. They want to know how the weather's going to impact me, but they don't want to personalize, right? So, that's where machine learning is coming in, that we can be able to provide those insights. We'll know that, maybe, you're an allergy sufferer or migraine sufferer, and we're going to tell you that the conditions are right for that you might have symptoms related to that around health. So, there's a lot of ways, on the consumer side, more personalized experience, giving you more assurance that you don't have to, necessarily, go to the app to find information. We're going to send it to you more proactively, and, so, machine learning is helping us do that cognitive science as well. So, it's a pretty exciting time to be part of the weather. >> Yeah, that bum knee I have, you know, you might want to get ahead of the pain. >> That's right, with the arthritis, yes, yes, so, definitely. >> Alright, Mary, we'll give you last word on IBM Think and, you know, the whole trend of AI and weather. >> So, I think it's really exciting. I think Ginni says it really well. It's about AI and the person as well. You know, AI doesn't take over. It's really finding the way to AI to really assist decision makers and that's we're going on the business end of things is really sorting through tons and tons of data to really provide the insights that people can make, businesses can make really great decisions. >> Well, it's always been a really fascinating acquisition to me, and, now, just to see how it's evolving is really amazing. So, Sheri and Mary, thanks very much for coming on the Cube >> Thank you. >> and sharing your experiences. >> Thanks so much. >> Great, thank you. >> You're welcome, alright, keep it right there, everybody, you're watching the Cube. We're live from Think 2018 and we'll be right back. (techno beat)
SUMMARY :
Narrator: From Las Vegas, it's the Cube, as the global head of consumer business When IBM acquired the Weather Company, of the business to do exactly the same thing. So, talk about your respective roles. In our field, the forecast and some of the weather data Yeah, I mean, we all look at the weather. encountered in the East Coast. in bringing the next generation weather model to market, So, how do you guys make money? of Watson after the acquisition on the consumer side, So, that's your customers using Watson One of the products we created is called Weather FX, For real, yeah, I guess, you know, I mean, we want to ask you about your title, So, here in the US, we transmit, I look at the Weather Company as There's obviously the weather data which is really powerful, to help you with your forecast? So, as the storm comes through, go ahead, please. So, that's one of the ways that we're using I mean, the weather forecast, for years, of the forecast over the last decade? So, one of the things that we've really So, all of that will come in to improve forecasting. So, this requires partnerships with all that and it's about finding the win-win. on Prim-based, because of the very large cores that you're helping, I mean, you mentioned retail before. the more interesting industries, use cases, that are very interested in, you know, and the like, but here's an example of the weather app will say, and, really, of the pain. with the arthritis, yes, yes, so, definitely. and, you know, the whole trend of AI and weather. It's about AI and the person as well. So, Sheri and Mary, thanks very much We're live from Think 2018 and we'll be right back.
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Mary Hamilton & Marc Carrel-Billiard | International Women's Day 2018
>> Hey, welcome back everybody Jeff Frick here with theCUBE, we're downtown San Francisco, the Hotel Nikko, it's International Women's Day, March 8th, there's stuff going on all around the world, but we're excited to be here at the Accenture event, about 400 people, a lot of great panels, some familiar faces, some new faces, and one of those familiar faces joins us in the next segment. He's Marc Carrel, from Accenture, great to see you. >> Great to see you too. >> And a new face, Mary Hamilton, managing director also from Accenture Labs. Mary, great to see you. >> Great to see you too. >> So, first things, just kind of impressions of this event. I don't know if you did it last year, we weren't here, you know, there's a lot of energy, kind of, initial takeaways from some of the early panels. >> I mean, the energy is there, I mean, definitely last year we were here, I mean we do that every year for sure, and last year it was amazing as well, but I think this year is even bigger than we had last year. We have a kind of a hub and spokesmen of our organization where we have also our top leadership to go from different cities and then we celebrate all over the world. So this year the hub is here, and that's the reason why there's so much buzz and so much excitement. So that's pretty cool. >> Yeah, all of our leadership is here, and just phenomenal guests, um, from, yeah, we really aim for diversity, even not just gender diversity but diversity across all of our different panelists, you know, kind of thing they're thinking about, the way they're thinking about diversity, um, and you know, for me just some of those takeaways, you know, Vivian Ming, her point was when she showed up um, and, is there a difference between how men and women are treated? When she showed up as herself, as she is today, as a woman, she said she's never been asked a math question since. And that just blew me away that it's so black and white and they're really you know, from someone who's lived on both sides, there really is a difference. >> Right, right. So what are the topics? You guys are involved in Labs, is innovation, right? So there's digital transformation, yeah yeah yeah yeah yeah, but really innovation is kind of a more concrete thing that people are trying to achieve. And you guys are a big part of that at Labs, diversity is a big part of being more innovative. >> It's critical. >> So how do you guys see it in your customer base, and how do you see it within the work that you guys do within your own department at the Labs group? >> Well, I'll start, just, you know, you think about innovation that taps diversity is stronger innovation. Right? Our clients are delivering products and services to a diverse audience. And as we serve our clients and try to help them transform and be more digital, we have to reflect, the consumers or the buyers, for their products. And if we don't have that diversity, we're not going to deliver the right kinds of innovation. >> Right. >> I think Mary is absolutely right. And then what's very important to us is that we absolutely demonstrate that through numbers. So, you know, we have like seven labs, two of our leaders are women from those labs, we have five research domains, out of the five research domains, three out of the five are lead by women. >> Right. >> And I think that's pretty amazing. Now you see that from an organization's perspective. But I think if you look at who are the researchers, the most prolific that we have in the labs, from the few hundred people that we have, they're women. Hands down. And I'm going to give you some numbers which is again amazing, we are again publishing about 2,000 patents. I mean from the labs, since we exist. More than thirty eight percent have been driven by women. And then our most prolific labber is a woman. She has many of her, 124 applications and patents. How about that? I mean, she's amazing. >> Well drive is such an important piece, which is one of my favorite quotes. "In God we trust, but everybody else better bring data." Right? So if you don't apply data, if you don't measure the data, and you don't actually put in processes to specifically address the problem, it's just conversation, right? It's just interesting words. >> Absolutely, Jeff. And I think Mary will share with you, I mean also we're putting a process and an approach, a culture that is really changing the mind. >> Yeah. We focus on programs, not just at the junior level of recruiting, we do spend a lot of time and effort on getting out where women are, so we do things like Grace Hopper. We invest a lot to go to Grace Hopper and meet those technical women, we do things with women who code, with girls who code, what's the pipeline going to look like? But then once we have them in, how do we retain them? And so we've created a community and a network where we do a number of things. We mentor them, we create external networks, we create internal networks, we create kind of a social space, a safe social space, where you can bring up questions like "what should I wear to International Women's Day?", without having to feel awkward about asking those kind of things. We create a community that empowers and makes people feel comfortable. >> And do the clients get now that for whatever good, bad or otherwise they just need more good people. I mean we can't just not pull from the greatest population of good people that you can pull from. >> Absolutely, you're absolutely right. And I think another aspect from what I see what's happening in the lab, and I think Mary is a great example of that, we're looking at raw morals. Like, amazing woman like Mary, that is going to be driving, basically striving, and showing our people that you can really have a fantastic capacity as a technology person in the lab and in the Accenture organization overall. And that is very, very important for us. >> Yeah, and for me I'm not just a technologist but I'm also a mother of three small kids and I try to bring that to work, right? I try to show people, you know, I'm not just taking the hardcore path, I'm balancing a family I'm doing all these things that probably the rest of you are trying to do too and I let it show. Right? This is hard, how can I help you, here's what I'm going through, here are the challenges I'm facing, and try to bring others along too. >> So funny I did an interview years ago at an IBM event and there was a great women who was from an HR kind of consultative background, and she said, "You know, we spent all this time trying to find these great people, that have all these great attributes, and then we bring them in and then we just like give them the compliance manual, now you need to not be you, the mom, you've just got to be this little machine." And that's really not the way anymore, not at all. >> And credit to our leadership, to Marc, to Paul, Ellen, all the way up, right? There's true support for being truly human, bringing yourself to the workplace, and they do support it, they encourage it, right? And I think that that culturally seeps in to how we bring diversity to innovation too, right? It's bring your whole self to how you think about innovation. When we're hiring, I mean, I have a great example, I had a client come visit us, and he's been a strong supporter of us within his client space, and he came in and we were talking about you know, his work, and then I took him out to meet the team that was building the proof of concept for him, some tangential areas, and he met people from not just men and women, you know, diverse, but also different backgrounds, engineers, researchers, businessfolks, he met people from all kinds of backgrounds around the world. And he was able to have conversations about sports science, cricket, extended reality, and bring all those conversations back and at the end of his meeting he said "I was just floored at how many engaged conversations I was able to have with different people and the diversity of your workforce." And it's not just male female, right? You need that broad spectrum diversity to fuel innovation. >> Right. >> So -- >> Go ahead. >> Go ahead, Mark. Oh, I was just going to say, so, you know obviously it's a feel-good day today, it's feel-good place right here, but what are some of the significant, is it just execution or are there still some big hurdles that we have to overcome? Let's see, Mary, from your perspective. Marc's got it all figured out so we don't have to worry about him. >> Well, yeah, I mean there absolutely are, right? There is a pipeline problem, there is pipeline problem both from girls in STEM, coming up, right, what culturally we're telling girls and then there's a pipeline problem for, you know, we need to hire today. And I'm actually on the board of Women Who Code because I'm so passionate about their mission is, let's get women to understand that technology is approachable. That it is for all of us. >> Right. >> There's so many, the spectrum of what you can do with technology is so broad and so really if you think about it it's so appealing to so many women if you hit the right focus for them, then I think we can bring more women into tech even now, right? We don't have to wait for the pipe, we have to work on the pipeline, but we don't have to wait for it. We can start now. >> It's great, we do stuff with girls in tech and girls who code and obviously your Grace Hopper too. So you saw, just basing on her name, the gal that got the keynote, from uh, from the UK, who was basically, you know, at her last nickel with her kids, the poorest, homeless, and she learned how to code. And I dunno how old she was but she wasn't -- >> And we have so many stories of women who code. It turns their life around. And maybe the Tech For Good. >> Yeah, I think that's interesting, I mean also the nature of some of the projects we're doing also are driving women to be involved in this project. Do you know what is Tech For Good? I think I discussed that with you for some of these interviews. >> Yes. >> Where we're using technology and innovation to bring change to the world and the society and everything. We really believe, and we're not the only ones who believe that, you know, I mean, there are CEOs from other organizations that believe that, like, women are really on track today to build solutions or projects, with meaningful projects that really have purpose. That are meaningful to the society. And so Tech For Good, that we have launched, first of all got an incredible success, not only within the firm but outside of the firm, and the second thing is that it attracted tons of women talents. They love these kind of things. And then because they loved that, they want to stick with Accenture, and they, you couldn't describe it. >> Yeah, I mean, you get both sides of the coin. You're doing things that are empowering women in many cases, a lot of the projects we're doing. >> Right, right. And then that's also attracting women because we're excited about betterment of society and humanity and -- >> It's interesting, you know I got to give a lot of credit to kind of the younger generation coming up in terms of the prioritization of purpose within their hierarchy in deciding what to do, what companies to work for, how to spend their time, you know, it's very different than when we were, we didn't think about purpose, was trying to get a good job. Pay off the mortgage and then get a car. They don't want a car, they don't want a mortgage, they just want to do good. >> Absolutely, and I'll tell you something Jeff, I mean it's just like the Tech For Good I was just discussing with Mike Sutcliff before that, our chief officer of Accenture, and I was telling him that Tech For Good, the reason why we decided to do the Tech For Good and lab, talking to my leaders and everything is just like because my kids come to me and say "Hey Dad, you have the best job in the firm now, I mean, you need to do something with it." And so obviously we had to do some Tech For Good things. That's it. >> I love it. Alright, we're running out of time so I'll give you the last word, if when we come back a year from now, I'll probably see you in a month since I see you all the time. But a year from now at International Women's Day what are you working on, what are your priorities, how does this integrate into what you guys are doing at Labs, in your brand new space, by the way. >> Yeah, yeah. I mean part of the mission in that brand new space is to create these accidental collisions, right? >> Accidental collisions? >> Collaborative collisions I should say. (laughter) >> I was like, I love that term. >> No, we're not just colliding with each other. We're collaborating in these collisions. >> When atoms collide big things happen, right? >> Exactly. >> I'm sorry, knocked your train of thought. >> No, no, no, that's perfect. Um, and I think that whole mission is about how to create that diversity of thought. How do we bring people together that wouldn't have collaborated in the past? So my mission as we're moving into that new space, is to get my labbers, who are, you know, we're on our own little floor doing our own little thing, to expand our horizons, right? To think about diversity across the spectrum, how are we going to work with other groups, how are we going to bring different pieces to the innovation? So I hope we can reflect than even as we come back next year to this program. >> Great, alright. >> And my job is really to, I mean, as a, to pile on what Mary says, like, I'm going to continue stretching the limit of others' research. Because I think that there's nothing better than to do that hard research to solve that hard problem to elevate our people. And to be honest whether it's woman or man, they're all labbers, they're all part of our family, and there's no better, basically, reward for you to see these people, basically shining and explaining their passion to our clients, changes society and everything. That's what we got to do. >> Love the passion Marc, Mary, it's always great to catch up. >> It's great to see you. (soft music)
SUMMARY :
He's Marc Carrel, from Accenture, great to see you. Mary, great to see you. I don't know if you did it last year, we weren't here, and then we celebrate all over the world. the way they're thinking about diversity, um, and you know, And you guys are a big part of that at Labs, and be more digital, we have to reflect, So, you know, we have like seven labs, And I'm going to give you some numbers and you don't actually put in processes a culture that is really changing the mind. we do things with women who code, with girls who code, that you can pull from. and in the Accenture organization overall. that probably the rest of you are trying to do too and then we bring them in and we were talking about you know, his work, that we have to overcome? and then there's a pipeline problem for, you know, then I think we can bring more women and she learned how to code. And we have so many stories of women who code. I think I discussed that with you And so Tech For Good, that we have launched, a lot of the projects we're doing. And then that's also attracting women because you know, it's very different than when we were, Absolutely, and I'll tell you something Jeff, how does this integrate into what you guys are doing I mean part of the mission Collaborative collisions I should say. No, we're not just colliding with each other. is to get my labbers, who are, you know, and explaining their passion to our clients, Love the passion Marc, Mary, It's great to see you.
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Mary Min, SEWORKS | Samsung Developer Conference 2017
>> Announcer: Live, from San Francisco , it's The Cube. Covering Samsung Developer Conference 2017. Brought to you by Samsung. >> Okay we're back here live in San Francisco at Moscone West for exclusive coverage of Samsung Developer Conference on John Furrier, the co-founder of SiliconANGLE Media and the host of the cube here. Our next guest is Mary Min, Vice President of Global Business Development at SE Works Inc. Former entrepreneur, gamer, still entrepreneurial in her new world, but has seen the evolution of gaming. Here to talk about Augmented Reality, Virtual Reality, and kind of the trajectory of life in the digital era. Welcome to The Cube. >> Okay thank you. >> So we were just talking before we came on about the evolution of your career. You had a start-up, you sold it. It was a game. You been gaming since the late 90s and looking forward. What is the evolution of gaming and how it relates to Augmented Reality? Because there's a debate that goes on in the industry. Oh, VR is the next big thing, but yet it failed. Tim Cook recently came out and said hey, you know, don't get your hopes up. There's still more head room to do. Not necessarily a bad thing. Because now Augmented Reality is winning. You're seeing it in industrial IOT. You're seeing Augmented Reality. So what's your thoughts about how people should think about the evolution of this new wave of innovation. >> I think that with any new technology that's really life-changing for society as a whole, nothing ever gets done on the first iteration or the first phase. Things will never really take off on the first round especially when you're going mass consumer. Because people need time for learned behavior. People are creatures of habit. They like to stick what's familiar. And in order for them to move from one leap to the next, you need baby steps. And those baby steps unfortunately will include pioneers in whatever field, whether it be AR, or VR, that need to blaze the trail for their successors to come and start building on top of that as well. I read something really interesting this morning coming here where if you have someone who's trying to dig a well, and you need to dig 10 feet, the first person fails because they only dug the first foot. Second person, third person, subsequently until the ninth person, that well is not dug. But that 10th person is who successfully has the water filling the well. That 10th person could not have dug that final last foot if the first nine didn't go before him. And I consider that's really the phase that VR and AR honor as well. We needed that first iteration of VR in order to have the new generation of engineers, entrepreneurs, product people, mindset people, to start thinking about how to shape the future of this ecosystem. And we needed that to have it's course in order for AR to build on top of those learnings. And hopefully as we subsequently start to build on those as well, we don't view this as failures necessarily, but as necessary advancements in order to get to the ultimate goal of integrating more technology into our lives to make it a better life. >> And the relationship between the hardware platforms, whether it's console, PC, handset, or headset, and software, is interesting. And I want to talk about that with you. But first I want to tell you a story. Tell about your entrepreneur story. You were at UC-Berkeley Cal here, University of California - Berkeley, my daughter is a junior there, but... Great school, doing a lot of cutting-edge stuff there at Berkeley, and certainly not a lack of protests either these days. But, tell us the story. You dropped out and started a company. Tell the story. >> So I was attending Berkeley, and I'm very grateful that I was able to go to Cal. Particularly because I grew up in southern California where around the time that I grew up, there really wasn't a lot of start-ups or entrepreneurial minded people. And I came up here and became really immersed in tech and that was my first foray into it. And during college, I was working at a gaming company to help support myself through school. And just really fell in love with it. And decided that was truly what I wanted to do. My parents supported my decision, and so with their help and approval, I started building games. And I've been building games since, again, the mid-to-late 90s until now. Ran a couple of companies. Founded a few of them. And the latest one that I founded was a few years ago called Second-Wave Games. We had sold it to a larger company called World Golf Tour. And here I am now building tools for game developers actually. >> And what an evolution. You go back, I mean, the Nokia phones. You know, then the iPhone hit the scene. The smart phones. So everything in-between has been a balance of being creative with software and art, if you will gaming as art. What has changed? I mean obviously things fail, because it's a content business. Content is games. So there's always that symbiotic relationship between hardware and software. Who pushes who? Is it the yin and the yang? Or is it the good and the bad? What's going on between the relationship these days? Because we certainly see it on the enterprise side. Software at the end is driving infrastructure. What's the relationship from the content, from the artistry standpoint, and the handset. >> From our point, content makers are not very interested in any platform or hardware that doesn't have the distribution. But the hardware manufacturers need the content in order to push the distribution of hardware. So it becomes a chicken and the egg problem. And it really depends on the approach that people will take. The content distributors do not own the platform. They don't own the distribution of the actual devices that will run things. So it really kind of falls on the hardware manufacturers to decide what path they will go down. We will see more aggressive things like Microsoft when they first launched the Xbox for example. They took a heavy loss on every unit that they sold. But they were focused primarily on distribution. And then, they hit on this magic, very very like, really really run-away hit called Halo. You like Halo, you have to play on Xbox. It's not available on the other consoles. >> And Call of Duty right after it. >> Call of Duty right after it. >> The list is endless. >> So that becomes a really excellent example of how content drives adaptation of hardware. Because if you are huge fans of this title, you have to go to this hardware. And there is no other argument about it. >> It's interesting, the evolution of the internet, early adopters you saw as the adult industry. It was a leading indicator of the trends in online advertising. That's a big joke in the industry. Now, you are seeing the leading indicators in terms of cutting-edge pioneer blade trailers is gaming. Virtual communities, virtual currencies, the gaming culture you can almost use as a precursor to what you're seeing on the crypto side with blockchain. You can see on the Augmented Reality. That's a gamification of life where now the content is the real world. So that's super exciting for someone who has been in the gaming era. And software developers got to be sitting there licking their chops saying, hey I want to get in on this. >> So at my current company, SEWORKS, when we started developing our solution, we actually tested it first and foremost with gaming. With gaming apps above everything else. And people were a little puzzled thinking why would you test gaming above finance or healthcare or IOT? And our answer is because gaming is the most complex thing anyone can possibly make. It contains pretty much every single piece of technology that you could ever know. There are communications layers, there have the most sophisticated graphics layers, they have intense AI layers, they have intense algorithms, anything calculated, and it is in itself an inherit small economical ecosystem as well. So it is a very complex mini-world that you are building inside of the constraints of one application which then has to be very sophisticated in technology in order to run on our current set of hardware and devices. So it's the most challenging thing that we could build for and that's why we chose it. And I see the same thing happening. Gaming is life and life is games. Outside of solving your very basic human needs of shelter, food, and sleep, clothing. What's the immediate next thing that you want to do? People want to be entertained in some format or another. And games are really just almost like a primal urge in an instant. >> Yeah, and you said you're seeing the intersection of E-commerce, entertainment, and web services or cloud. Which you can bundle in IOT, all intersecting. And that's really what the real world is. Analog digital coming together is the consumerization of physical and digital. Which Samsung is putting out there. And this is the perfect beginning wave coming. Do you agree? >> I think so. As I was sitting through the keynote today, and I'm just reflecting on the future where I can watch TV and there's this beautiful scene of a local in northern California. Then I say, I want to go! And I jump in my car and the destination is magically loaded on my GPS in my very smart car, and it just takes me there. I don't have think about it. And on the way, they've already made reservations, right? It seems like a very seamless integration of everything if it's ideally done, and part of me, I think the security paranoia in me, is also a little afraid that too much information is going to be not necessarily a good thing in a lot of senses, because what we see, and what I've seen in almost 20 years of tech, is every time we rush to new technology, new platforms, new distribution, methodologies, people rush in and make the same mistakes over and over again. So I am a little afraid that with this era, it's going to be exactly the same. Where we see explosion of growth, we see explosion of content, people coming in with a gold rush, and then a few years later when thing are established, we're going to start to see the security leaks, the data leaks, the breaches. >> It's kind of like you don't know that smoking is bad for you until they realized people die of lung cancer. It's like data is the same thing. You don't know how much privacy you have given up. I mean look at Equifax. There's going to be more of those. So I think permission-less, permission-based data security, huge issue governing. That's big. >> It is, particularly because your average consumer is not very privacy sensitive. If I want to use something, I want to use something and asking me for permissions is just a hurdle that if I'm motivated enough to actually use a service, or use an app, I'm just going to keep brushing aside without really thinking about it. And alarmingly, the number of apps that we look at, the number of permissions that they ask, is kind of scary. >> Mary, great to have you on the cube. Great conversation. Great thought leadership. I'll give you the final word. What are you guys doing at SEWORKS? What are you up to after the event? What are some of the things you're working on? Get the plug in for your company. >> Yeah, so, what SEWORKS does is, we do tools for developers to help you alleviate your security needs when you're developing for mobile apps or for IOT or for connected, anything actually. If you're building on Android or iOS, we have a solution for you. We're essentially like your armory so we outfit you with an incredible shield that protects your application when it ships to the public. Against hacking and reverse engineering. >> So security as a service? >> We're security as a service. Just think of us as your on-call hackers, how's that? >> Great, your white hat shield for the apps, for mobile, mobile development is hot obviously. New user experiences and expectations are here. There's a big wave coming in, we're seeing on machine learning. You're seeing with AI. And certainly Augmented Reality and Virtual Reality. All powered by unlimited compute in the cloud. Mary Min, SEWORKS, The Cube, more live coverage here in San Francisco after the short break.
SUMMARY :
Brought to you by Samsung. and kind of the trajectory of life in the digital era. What is the evolution of gaming And I consider that's really the phase And the relationship between the hardware platforms, And the latest one that I founded Or is it the good and the bad? And it really depends on the approach that people will take. Because if you are huge fans of this title, the gaming culture you can almost use as a precursor And I see the same thing happening. is the consumerization of physical and digital. And I jump in my car and the destination It's like data is the same thing. And alarmingly, the number of apps that we look at, What are some of the things you're working on? so we outfit you with an incredible shield Just think of us as your on-call hackers, how's that? after the short break.
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Prakash Ramamurthy & Mary Johnston Turner - Oracle OpenWorld 2015 - #OOW15 - #theCUBE
live from san francisco extracting the signal from the noise it's the cute covering oracle openworld 2015 brought to you by oracle now your host John furrier okay welcome back everyone we are here live in San Francisco on Howard Street for oracle openworld special presentation of the cube so looking ankles flagship program we go out to the events and extract the system noise i'm john furrier founder of SiliconANGLE join my next to gas prakash ramamurthy senior vice president systems and cloud management basically management cloud at oracle and mary johnson Turner research vice president enterprise systems management IDC welcome to the cube thank you so I think take my glasses off to read read the intro there but I want to just get your take on it because we just had to admit on Lavery talk about the plowed and one question I didn't get to ask him was a success mark hurry was talk about the pipeline of customers already in motion on the cloud so I wanted to ask him which is great timing for you guys is how do they integrate it which he talked about but then how do they manage if this is a big issue and he you know ease of use is something that he was generally throwing around there so what is the status of the management cloud because that will be a differentiator like security and to end as a differentiator management certainly will be to me not just table stakes it's really differentiated absolutely i think we're here because we're launching it today actually the management cloud and the interesting thing is this which is today if you look at it whether it's on our cloud or on-premise the rate of innovation is very very robust right i mean you have a mobile phone you're seeing your apps getting refresh twice a week or or even faster than that so what it means is you need the next generation monitoring solution that can monitor all of that so our goal with oracle management flower is to help you manage and monitor your solutions independent of where they are deployed if you deploy it on oracle cloud you little come bake with it to be able to monitor it right from the get-go or if you still have it on premise we will allow you to monitor it and break down those data I low so it is very effective so like you said is very very critical that people look at what their challenges are today in terms of proactive monitoring and troubleshooting to get to the next generation solutions we are providing theory I want to ask you a question on the trends but before that I want to just say that one of things i love about doing the oracle shells are six year the cube here is that for an old-timer like me seen the client-server live the client-server Revolution which is now kind of almost a point in time now it's almost it's over now we're into the cloud cloud modern error it's interesting to see because the same same things keep coming up again it's like the platform's the tool is so I got to ask you the question on what is the key trends that are driving this new application space because if you look at the client-server one of the big things that really was huge was the application market mean that would grant it was siloed up by you know by vendors but now with open source this is a huge application boom right now that's gonna impact IT operations sure yeah I think that if you look at it there's been like you said a couple of generations of technology we had mainframes things changed really slow right then we had client server which was to give business units and developers more control and things started to speed up and change a little more quickly but now in our current and cloud native cloud based development real-time microservice open source-based kind of world the rating pays the change is almost constant you're seeing so many organizations that are moving to continuous delivery modes much of it hosted on public cloud or hybrid private public cloud and they're changing features and functions every day and that creates huge management challenges in terms of just trying to understand is the end-to-end application performing effectively are the end-users getting what they need are the business decision-makers really understanding the impact of those outages or upgrades and it's so it's very complex and then I think it's raising the set of requirements for a particular application performance monitoring and IT operations and log analytics I was Oracle addressing these trends because one of the things that people like tonight I'd like to put things into two camps rip and replace okay or evolutionary development and we're clearly on the McCloud evolutionary because Oracle has it's not gonna be it's not gonna go away right so you can say Oracle native is the cloud strategy to all the Oracle customers but yet now with open source there's net new applications that do you got cha vows to 20 years anniversary so there's new stuff going on IOT is a huge application market right now now I can run an IOT thing in the cloud somewhere else or maybe on Amazon or somewhere else but the other day I have run through my operational assistance assistance of engagements this is a record which is Oracle right so is it an Oracle native cloud and the cloud data mean it how do you see oracle addressing that dynamic are they well positioned well i think oracle has a pretty broad portfolio you know they've had again from a management perspective they had Oracle Enterprise Manager on Prem for many many years i think that the new offerings that are being announced today really are interesting that they extend Oracles of monitoring and analytics to a whole range of cloud-based solutions many of which may not necessarily have been born on the Oracle platforms so I think it's a good recognition of the need for heterogeneity and the need to recognize that it is going to be a very hybrid world for many many years so I think that those are all real you know positive factors and then the new releases and it was talking about the integrated pass perform as a service Enchantix connect those environments but on the management side what are you guys delivering because that's going to be the challenge Prakash to talk about the specific things that you guys are announcing and delivering the customers today so specifically we are delivering three services first one is around application performance monitoring that allows our customers to stay ahead of their customers and their problems and give them the best user experience and monitor that and troubleshoot that and then the second service is around managing your logs and extracting IT operational data and business data out of it today if you look at it the most common thing people do with the log is to archive them and put it away because they don't want that to interrupt their production systems but that has a ton of good information so we have that second service eight exhaust becomes gold exactly so today what happens is they just get put away they get archived and that has real nuggets of business information and IT information being able to collect all of that and use it for your rapid troubleshooting as well so that's the second service the set third one is around IT analytics I call those first two services kind of like the Fitbit for your applications you're constantly getting vitals out of it and white throw that away if you don't have an issue still use it to run some interesting capacity friends and forecasting and all of that so use your real data to forecast your IT health as opposed to using a spreadsheet with some random data that you collected in a point in time so that's what we are announcing three services application performance monitoring log analytics and long term trending and forecasting with IT analytic Isis plunks been doing some log files how they were born people's blunt their data exactly they are trying to kind of get into that how do you guys compared to things like splunk and other tools I know tableau is a new relationship that was announced for the data visualization yeah Larry kind of talked about that yesterday talk about that how people are using that data exhaust give me some examples so the most fundamental difference in what we are doing is this which is we do not differentiate the sources of data and the classes of data when we bring it to the cloud so it could be metric data but with that you can collect based on your monitoring your health of your applications which splunk doesn't do for example and then log data but collect all of that and correlate it together so that in essence what we want to do is this which is the enterprise's today don't have a really a data problem they'd have an insight problem which is they want to be able to just see the right amount of data when they have a problem not all the data when they have a problem depends how you look at the data problem they'll have a Jerry problems you define that as they get all this data so you're plenty of data that's the problem there's no dearth of data problem yeah so that's what I'm i know i know i just kind of making this fun was good comment because i like that because that's that is really not an issue the data is coming yeah and that's you know Brandon whole know the problem you guys have scale now with that but the I don't Linux is a big thing I wanna talk about that because it can be problematic I'm a talk to some customers all the time and they say if someone comes in here and sells me another dashboard I'm gonna shoot myself exactly so it's like because and I said what do you mean by that he goes well there's so many alarms going off I don't know what to pay attention to that's where we start to see machine learning from these tools can you share any color what your great wine Larry I'm it's exactly right which is one of the underpinnings for us is to be able to automatically generate baseline and detect anomalies the last thing I mean our product support our own public cloud and I hear from the guys who run the cloud saying don't just give me another alert tell me what I need to do with an alert because I need to be able to disposition the alert so what we want to do is to understand the normal behavior of your application and only alerts you when there's an anomaly okay so that's part of our machine learning and prioritisation learning some learning algorithms in volved understand some pattern recognition that's right things and only tell you what the outlier is and when and and ask determine what the outlier is that suppose you setting thresholds for us to know it because sometimes things change if you are an e-commerce application or the day before Thanksgiving would have a different pattern than the third week of January right me just that the way the world works so what I want to talk to you about Larry made a comment yes in the key no I just like to take a dig at work day but you know in the way he likes work day because you know it's competition and also highlights from the features that Oracle has but what work days actually losing some share to service now a company in here in Silicon Valley that is an itsm IT service management company and they have been very successful their developer program which actually is starting to nibble away at work shares market share because they're building these developers are building these really focused age are apps that is not flat point it's a tool I know like an offense report for example and works really really well but work day has a plethora of features and they don't always have the best in class features uh-huh so that brings up the whole developer angle what do you and you guys have a story there for developers api's how do you talk to the absolutely share absolutely we have a rest api that the developers can use to collect the data from there into their own dashboards if they want to and also for example you can automatically deploy our agents when you're using our Java cloud service so that monitoring gets baked into it so we have api's for both inputting data and torque loud and extracting data back from the cloud will have api's for you to take the events that we generate into your own event dashboard that you have I'm a developer have a team like I could do some stuff filled my own kind of visualization UI and just have JSON endpoints come right into the absolution absolutely maybe I know she smirked when I said service now you will share some insight it's a this dynamic because this is kind of what's happening on the cloud these tools are popping up yeah well yeah and again I think what we're talking about today is to be able to monitor and analyze and optimize a lot of those different tools and deliver them via cloud platform and I think that we are finding that DevOps organizations are very interested in cloud-based solutions that help them do this better cheaper or faster so I think that you know I think it's an opportunity service now has currently been a pioneer in the delivery of system management as a cloud based model and I think it's interesting that Oracle is actually choosing to enter that market in in a different place yeah I mean actually I just a strength and you got the systems of record a on the right and and really talk from your really you know to Prakash this point really focusing on data because managing effectively managing the performance and operation of applications and complex environments it's all it is a huge data problem and you've got data coming from so many sources so many formats and being able to take that in rapidly to transform it normalize it and make it digestible for humans it's something that is really important in these complex environments and yes I think it's going to be interesting to see I think it's a great try or agree with you I think it's a great strategy by focusing on the data you have a lot of range and I wrote a blog post in 2007 now I'm going way back date is a new developer kit and now that's actually happening you look at data people are playing with the data like a developer place with function calls if you will so we're seeing now is a data rich environment hence the not not a problem of having enough data laying around the problem is how do you use the data you're getting all the products yeah inside is a huge problem and that's only an accelerated by faster performance machines in easy-to-use environment like I'd better analytics because you you want if the user knows what the problem is that they're looking for there are a lot of tools that will help you find it yeah but if you do not know what the problem is and to guide them towards the problem is is where where there's real opportunity and there's a real pain point in these enterprises especially now that you and I don't tolerate a downtime so you never cut anybody slack saying oh the website is slow but they've been innovating I'm gonna give them some slack nobody does that yeah yeah so and because now everything is measurable now for the first time in the history of business everything is measurable that's right and that's like just mind-blowing to me but i think is a huge app i only get your thoughts on the application market because I just see a massive tsunami coming of third-party developers and I'm not sure Oracle can handle that I didn't that's my personal opinion counter that I mean I people want to know can Oracle handle an ecosystem of third-party developers absolutely we have shown that before with with Java and I think you see every one of four services having open api's we are coating third-party developers we will be continuing to support them and I think we'll be able to handle it and we need to do that as a part of this ecosystem yeah I mean it's a platform yeah so you have to enable absolutely and that's the open message exactly all right so gosh what's your advice for the people at oracle openworld here and the people watching let's start with the people here on site if they catch this video when are we putting up some snippets before you even get off the set here so one what session should they attend what's where should I get more information what sessions and breakouts and then presentations they goes I have a keynote tomorrow at 11am that I would love for them to attend and outside of that there are some hands-on labs here that they should go look at the products and people who are remote they should go to cloud.oracle.com / management where we have all the services listed and take a look at it and we are really really going to be putting out a very differentiated solution than what is available in the marketplace and I would love for them to check it out and give us feedback for the folks watching online and customers in general when they squint through all the activities a lot of bombs dropping here at Oracle I mean a lot of announcements this is pretty pretty unprecedented what should they look for what are the if you at the point of someone to 11 point data point within your world that's going to get their attention and have them dive in deep what should they look at if they're having issues with their applications today if they're hearing about their application issues first from their customers and not by themselves they should be looking at our solutions to see how they can get ahead of the customers and that's what that's one precise message they can take back
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Rachel Skaff, AWS | International Women's Day
(gentle music) >> Hello, and welcome to theCUBE's coverage of International Women's Day. I'm John Furrier, host of theCUBE. I've got a great guest here, CUBE alumni and very impressive, inspiring, Rachel Mushahwar Skaff, who's a managing director and general manager at AWS. Rachel, great to see you. Thanks for coming on. >> Thank you so much. It's always a pleasure to be here. You all make such a tremendous impact with reporting out what's happening in the tech space, and frankly, investing in topics like this, so thank you. >> It's our pleasure. Your career has been really impressive. You worked at Intel for almost a decade, and that company is very tech, very focused on Moore's law, cadence of technology power in the industry. Now at AWS, powering next-generation cloud. What inspired you to get into tech? How did you get here and how have you approached your career journey, because it's quite a track record? >> Wow, how long do we have? (Rachel and John laugh) >> John: We can go as long as you want. (laughs) It's great. >> You know, all joking aside, I think at the end of the day, it's about this simple statement. If you don't get goosebumps every single morning that you're waking up to do your job, it's not good enough. And that's a bit about how I've made all of the different career transitions that I have. You know, everything from building out data centers around the world, to leading network and engineering teams, to leading applications teams, to going and working for, you know, the largest semiconductor in the world, and now at AWS, every single one of those opportunities gave me goosebumps. And I was really focused on how do I surround myself with humans that are better than I am, smarter than I am, companies that plan in decades, but live in moments, companies that invest in their employees and create like artists? And frankly, for me, being part of a company where people know that life is finite, but they want to make an infinite impact, that's a bit about my career journey in a nutshell. >> Yeah. What's interesting is that, you know, over the years, a lot's changed, and a theme that we're hearing from leaders now that are heading up large teams and running companies, they have, you know, they have 20-plus years of experience under their belt and they look back and they say, "Wow, "things have changed and it's changing faster now, "hopefully faster to get change." But they all talk about confidence and they talk about curiosity and building. When did you know that this was going to be something that you got the goosebumps? And were there blockers in your way and how did you handle that? (Rachel laughs) >> There's always blockers in our way, and I think a lot of people don't actually talk about the blockers. I think they make it sound like, hey, I had this plan from day one, and every decision I've made has been perfect. And for me, I'll tell you, right, there are moments in your life that mark a differentiation and those moments that you realize nothing will be the same. And time is kind of divided into two parts, right, before this moment and after this moment. And that's everything from, before I had kids, that's a pretty big moment in people's lives, to after I had kids, and how do you work through some of those opportunities? Before I got married, before I got divorced. Before I went to this company, after I left this company. And I think the key for all of those is just having an insatiable curiosity around how do you continue to do better, create better and make better? And I'll tell you, those blockers, they exist. Coming back from maternity leave, hard. Coming back from a medical leave, hard. Coming back from caring for a sick parent or a sick friend, hard. But all of those things start to help craft who you are as a human being, not as a leader, but as a human being, and allows you to have some empathy with the people that you surround yourself with, right? And for me, it's, (sighs) you can think about these blockers in one of two ways. You can think about it as, you know, every single time that you're tempted to react in the same way to a blocker, you can be a prisoner of your past, or you can change how you react and be a pioneer of the future. It's not a blocker when you think about it in those terms. >> Mindset matters, and that's really a great point. You brought up something that's interesting, I want to bring this up. Some of the challenges in different stages of our lives. You know, one thing that's come out of this set of interviews, this, of day and in conversations is, that I haven't heard before, is the result of COVID, working at home brought empathy about people's personal lives to the table. That came up in a couple interviews. What's your reaction to that? Because that highlights that we're human, to your point of view. >> It does. It does. And I'm so thankful that you don't ask about balance because that is a pet peeve of mine, because there is no such thing as balance. If you're in perfect balance, you are not moving and you're not changing. But when you think about, you know, the impact of COVID and how the world has changed since that, it has allowed all of us to really think about, you know, what do we want to do versus what do we have to do? And I think so many times, in both our professional lives and our personal lives, we get caught up in doing what we think we have to do to get ahead versus taking a step back and saying, "Hey, what do I want to do? "And how do I become a, you know, "a better human?" And many times, John, I'm asked, "Hey, "how do you define success or achievement?" And, you know, my answer is really, for me, the greatest results that I've achieved, both personally and professionally, is when I eliminate the word success and balance from my vocabulary, and replace them with two words: What's my contribution and what's my impact? Those things make a difference, regardless of gender. And I'll tell you, none of it is easy, ever. I think all of us have been broken, we've been stretched, we've been burnt out. But I also think what we have to talk about as leaders in the industry is how we've also found endurance and resilience. And when we felt unsteady, we've continued to go forward, right? When we can't decide, the best answer is do what's uncomfortable. And all of those things really stemmed from a part of what happened with COVID. >> Yeah, yeah, I love the uncomfortable and the balance highlight. You mentioned being off balance. That means you're growing, you're not standing still. I want to get your thoughts on this because one thing that has come out again this year, and last year as well, is having a team with you when you do it. So if you're off balance and you're going to stretch, if you have a good team with you, that's where people help each other. Not just pick them up, but like maybe get 'em back on track again. So, but if you're solo, you fall, (laughs) you fall harder. So what's your reaction to that? 'Cause this has come up, and this comes up in team building, workforce formation, goal setting, contribution. What's your reaction to that? >> So my reaction to that that is pretty simple. Nobody gets there on their own at all, right? Passion and ambition can only take you so far. You've got to have people and teams that are supporting you. And here's the funny thing about people, and frankly, about being a leader that I think is really important: People don't follow for you. People follow for who you help them become. Think about that for a second. And when you think about all the amazing things that companies and teams are able to do, it's because of those people. And it's because you have leaders that are out there, inspiring them to take what they believe is impossible and turn it into the possible. That's the power of teams. >> Can you give an example of your approach on how you do that? How do you build your teams? How do you grow them? How do you lead them effectively and also make 'em inclusive, diverse and equitable? >> Whew. I'll give you a great example of some work that we're doing at AWS. This year at re:Invent, for the first time in its history, we've launched an initiative with theCUBE called Women of the Cloud. And part of Women of the Cloud is highlighting the business impact that so many of our partners, our customers and our employees have had on the social, on the economic and on the financials of many companies. They just haven't had the opportunity to tell their story. And at Amazon, right, it is absolutely integral to us to highlight those examples and continue to extend that ethos to our partners and our customers. And I think one of the things that I shared with you at re:Invent was, you know, as U2's Bono put it, (John laughs) "We'll build it better than we did before "and we are the people "that we've been waiting for." So if we're not out there, advocating and highlighting all the amazing things that other women are doing in the ecosystem, who will? >> Well, I've got to say, I want to give you props for that program. Not only was it groundbreaking, it's still running strong. And I saw some things on LinkedIn that were really impressive in its network effect. And I met at least half a dozen new people I never would have met before through some of that content interaction and engagement. And this is like the power of the current world. I mean, getting the voices out there creates momentum. And it's good for Amazon. It's not just personal brand building for my next job or whatever, you know, reason. It's sharing and it's attracting others, and it's causing people to connect and meet each other in that world. So it's still going strong. (laughs) And this program we did last year was part of Rachel Thornton, who's now at MessageBird, and Mary Camarata. They were the sponsors for this International Women's Day. They're not there anymore, so we decided we're going to do it again because the impact is so significant. We had the Amazon Education group on. It's amazing and it's free, and we've got to get the word out. I mean, talk about leveling up fast. You get in and you get trained and get certified, and there's a zillion jobs out (laughs) there in cloud, right, and partners. So this kind of leadership is really important. What was the key learnings that you've taken away and how do you extend this opportunity to nurture the talent out there in the field? Because when you throw the content out there from great leaders and practitioners and developers, it attracts other people. >> It does. It does. So look, I think there's two types of people, people that are focused on being and people who are focused on doing. And let me give you an example, right? When we think about labels of, hey, Rachel's a female executive who launched Women of the Cloud, that label really limits me. I'd rather just be a great executive. Or, hey, there's a great entrepreneur. Let's not be a great entrepreneur. Just go build something and sell it. And that's part of this whole Women of the cloud, is I don't want people focused on what their label is. I want people sharing their stories about what they're doing, and that's where the lasting impact happens, right? I think about something that my grandmother used to tell me, and she used to tell me, "Rachel, how successful "you are, doesn't matter. "The lasting impact that you have "is your legacy in this very finite time "that you have on Earth. "Leave a legacy." And that's what Women of the Cloud is about. So that people can start to say, "Oh, geez, "I didn't know that that was possible. "I didn't think about my career in that way." And, you know, all of those different types of stories that you're hearing out there. >> And I want to highlight something you said. We had another Amazonian on the program for this day earlier and she coined a term, 'cause inside Amazon, you have common language. One of them is bar raising. Raise the bar, that's an Amazonian (Rachel laughs) term. It means contribute and improve and raise the bar of capability. She said, "Bar raising is gender neutral. "The bar is a bar." And I'm like, wow, that was amazing. Now, that means your contribution angle there highlights that. What's the biggest challenge to get that mindset set in culture, in these- >> Oh. >> 'Cause it's that simple, contribution is neutral. >> It absolutely is neutral, but it's like I said earlier, I think so many times, people are focused on success and being a great leader versus what's the contribution I'm making and how am I doing as a leader, you know? And when it comes to a lot of the leadership principles that Amazon has, including bar raising, which means insisting on the highest standards, and then those standards continue to raise every single time. And what that is all about is having all of our employees figure out, how do I get better every single day, right? That's what it's about. It's not about being better than the peer next to you. It's about how do I become a better leader, a better human being than I was yesterday? >> Awesome. >> You know, I read this really cute quote and I think it really resonates. "You meditate to upgrade your software "and you work out to upgrade your hardware." And while it's important that we're all ourselves at work, we can't deny that a lot of times, ourselves still need that meditation or that workout. >> Well, I hope I don't have any zero days in my software out there, so, but I'm going to definitely work on that. I love that quote. I'm going to use that. Thank you very much. That was awesome. I got to ask you, I know you're really passionate about, and we've talked about this, around, so you're a great leader but you're also focused on what's behind you in the generation, pipelining women leaders, okay? Seats at the table, mentoring and sponsorship. What can we do to build a strong pipeline of leaders in technology and business? And where do you see the biggest opportunity to nurture the talent in these fields? >> Hmm, you know, that's great, great question. And, you know, I just read a "Forbes" article by another Amazonian, Tanuja Randery, who talked about, you know, some really interesting stats. And one of the stats that she shared was, you know, by 2030, less than 25% of tech specialists will be female, less than 25%. That's only a 6% growth from where we are in 2023, so in seven years. That's alarming. So we've really got to figure out what are the kinds of things that we're going to go do from an Amazon perspective to impact that? And one of the obvious starting points is showcasing tech careers to girls and young women, and talking openly about what a technology career looks like. So specifically at Amazon, we've got an AWS Git IT program that helps schools and educators bring in tech role models to show them what potential careers look like in tech. I think that's one great way that we can help build the pipeline, but once we get the pipeline, we also have to figure out how we don't let that pipeline leak. Meaning how do we keep women and, you know, young women on their tech career? And I think big part of that, John, is really talking about how hard it is, but it's also greater than you can ever imagine. And letting them see executives that are very authentic and will talk about, geez, you know, the challenges of COVID were a time of crisis and accelerated change, and here's what it meant to me personally and here's what we were able to solve professionally. These younger generations are all about social impact, they're about economic impact and they're about financial impact. And if we're not talking about all three of those, both from how AWS is leading from the front, but how its executives are also taking that into their personal lives, they're not going to want to go into tech. >> Yeah, and I think one of the things you mentioned there about getting people that get IT, good call out there, but also, Amazon's going to train 30 million people, put hundreds of millions of dollars into education. And not only are they making it easier to get in to get trained, but once you're in, even savvy folks that are in there still have to accelerate. And there's more ways to level up, more things are happening, but there's a big trend around people changing careers either in their late 20s, early 30s, or even those moments you talk about, where it's before and after, even later in the careers, 40s, 50s. Leaders like, well, good experience, good training, who were in another discipline who re-skilled. So you have, you know, more certifications coming in. So there's still other pivot points in the pipeline. It's not just down here. And that, I find that interesting. Are you seeing that same leadership opportunities coming in where someone can come into tech older? >> Absolutely. You know, we've got some amazing programs, like Amazon Returnity, that really focuses on how do we get other, you know, how do we get women that have taken some time off of work to get back into the workforce? And here's the other thing about switching careers. If I look back on my career, I started out as a civil engineer, heavy highway construction. And now I lead a sales team at the largest cloud company in the world. And there were, you know, twists and turns around there. I've always focused on how do we change and how do we continue to evolve? So it's not just focused on, you know, young women in the pipeline. It's focused on all gender and all diverse types throughout their career, and making sure that we're providing an inclusive environment for them to bring in their unique skillsets. >> Yeah, a building has good steel. It's well structured. Roads have great foundations. You know, you got the builder in you there. >> Yes. >> So I have to ask you, what's on your mind as a tech athlete, as an executive at AWS? You know, you got your huge team, big goals, the economy's got a little bit of a headwind, but still, cloud's transforming, edge is exploding. What's your outlook as you look out in the tech landscape these days and how are you thinking about it? What your plans? Can you share a little bit about what's on your mind? >> Sure. So, geez, there's so many trends that are top of mind right now. Everything from zero trust to artificial intelligence to security. We have more access to data now than ever before. So the opportunities are limitless when we think about how we can apply technology to solve some really difficult customer problems, right? Innovation sometimes feels like it's happening at a rapid pace. And I also say, you know, there are years when nothing happens, and then there's years when centuries happen. And I feel like we're kind of in those years where centuries are happening. Cloud technologies are refining sports as we know them now. There's a surge of innovation in smart energy. Everyone's supply chain is looking to transform. Custom silicon is going mainstream. And frankly, AWS's customers and partners are expecting us to come to them with a point of view on trends and on opportunities. And that's what differentiates us. (John laughs) That's what gives me goosebumps- >> I was just going to ask you that. Does that give you goosebumps? How could you not love technology with that excitement? I mean, AI, throw in AI, too. I just talked to Swami, who heads up the AI and database, and we just talked about the past 24 months, the change. And that is a century moment happening. The large language models, computer vision, more compute. Compute's booming than ever before. Who thought that was going to happen, is still happening? Massive change. So, I mean, if you're in tech, how can you not love tech? >> I know, even if you're not in tech, I think you've got to start to love tech because it gives you access to things you've never had before. And frankly, right, change is the only constant. And if you don't like change, you're going to like being irrelevant even less than you like change. So we've got to be nimble, we've got to adapt. And here's the great thing, once we figure it out, it changes all over again. And it's not something that's easy for any of us to operate. It's hard, right? It's hard learning new technology, it's hard figuring out what do I do next? But here's the secret. I think it's hard because we're doing it right. It's not hard because we're doing it wrong. It's just hard to be human and it's hard to figure out how we apply all this different technology in a way that positively impacts us, you know, economically, financially, environmentally and socially. >> And everyone's different, too. So you got to live those (mumbles). I want to get one more question in before we, my last question, which is about you and your impact. When you talk to your team, your sales, you got a large sales team, North America. And Tanuja, who you mentioned, is in EMEA, we're going to speak with her as well. You guys lead the front lines, helping customers, but also delivering the revenue to the company, which has been fantastic, by the way. So what's your message to the troops and the team out there? When you say, "Take that hill," like what is the motivational pitch, in a few sentences? What's the main North Star message in today's marketplace when you're doing that big team meeting? >> I don't know if it's just limited to a team meeting. I think this is a universal message, and the universal message for me is find your edge, whatever that may be. Whether it is the edge of what you know about artificial intelligence and neural networks or it's the edge of how do we migrate our applications to the cloud more quickly. Or it's the edge of, oh, my gosh, how do I be a better parent and still be great at work, right? Find your edge, and then sharpen it. Go to the brink of what you think is possible, and then force yourself to jump. Get involved. The world is run by the people that show up, professionally and personally. (John laughs) So show up and get started. >> Yeah as Steve Jobs once said, "The future "that everyone looks at was created "by people no smarter than you." And I love that quote. That's really there. Final question for you. I know we're tight on time, but I want to get this in. When you think about your impact on your company, AWS, and the industry, what's something you want people to remember? >> Oh, geez. I think what I want people to remember the most is it's not about what you've said, and this is a Maya Angelou quote. "It's not about what you've said to people "or what you've done, "it's about how you've made them feel." And we can all think back on leaders or we can all think back on personal moments in our lives where we felt like we belonged, where we felt like we did something amazing, where we felt loved. And those are the moments that sit with us for the rest of our lives. I want people to remember how they felt when they were part of something bigger. I want people to belong. It shouldn't be uncommon to talk about feelings at work. So I want people to feel. >> Rachel, thank you for your time. I know you're really busy and we stretched you a little bit there. Thank you so much for contributing to this wonderful day of great leaders sharing their stories. And you're an inspiration. Thanks for everything you do. We appreciate you. >> Thank you. And let's go do some more Women of the Cloud videos. >> We (laughs) got more coming. Bring those stories on. Back up the story truck. We're ready to go. Thanks so much. >> That's good. >> Thank you. >> Okay, this is theCUBE's coverage of International Women's Day. It's not just going to be March 8th. That's the big celebration day. It's going to be every quarter, more stories coming. Stay tuned at siliconangle.com and thecube.net here, with bringing all the stories. I'm John Furrier, your host. Thanks for watching. (gentle music)
SUMMARY :
and very impressive, inspiring, Thank you so much. and how have you approached long as you want. to going and working for, you know, and how did you handle that? and how do you work through Some of the challenges in And I'm so thankful that you don't ask and the balance highlight. And it's because you have leaders that I shared with you at re:Invent and how do you extend this opportunity And let me give you an example, right? and raise the bar of capability. contribution is neutral. than the peer next to you. "and you work out to And where do you see And one of the stats that she shared the things you mentioned there And there were, you know, twists You know, you got the and how are you thinking about it? And I also say, you know, I was just going to ask you that. And if you don't like change, And Tanuja, who you mentioned, is in EMEA, of what you know about And I love that quote. And we can all think back on leaders Rachel, thank you for your time. Women of the Cloud videos. We're ready to go. It's not just going to be March 8th.
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Discussion about Walmart's Approach | Supercloud2
(upbeat electronic music) >> Okay, welcome back to Supercloud 2, live here in Palo Alto. I'm John Furrier, with Dave Vellante. Again, all day wall-to-wall coverage, just had a great interview with Walmart, we've got a Next interview coming up, you're going to hear from Bob Muglia and Tristan Handy, two experts, both experienced entrepreneurs, executives in technology. We're here to break down what just happened with Walmart, and what's coming up with George Gilbert, former colleague, Wikibon analyst, Gartner Analyst, and now independent investor and expert. George, great to see you, I know you're following this space. Like you read about it, remember the first days when Dataverse came out, we were talking about them coming out of Berkeley? >> Dave: Snowflake. >> John: Snowflake. >> Dave: Snowflake In the early days. >> We, collectively, have been chronicling the data movement since 2010, you were part of our team, now you've got your nose to the grindstone, you're seeing the next wave. What's this all about? Walmart building their own super cloud, we got Bob Muglia talking about how these next wave of apps are coming. What are the super apps? What's the super cloud to you? >> Well, this key's off Dave's really interesting questions to Walmart, which was like, how are they building their supercloud? 'Cause it makes a concrete example. But what was most interesting about his description of the Walmart WCMP, I forgot what it stood for. >> Dave: Walmart Cloud Native Platform. >> Walmart, okay. He was describing where the logic could run in these stateless containers, and maybe eventually serverless functions. But that's just it, and that's the paradigm of microservices, where the logic is in this stateless thing, where you can shoot it, or it fails, and you can spin up another one, and you've lost nothing. >> That was their triplet model. >> Yeah, in fact, and that was what they were trying to move to, where these things move fluidly between data centers. >> But there's a but, right? Which is they're all stateless apps in the cloud. >> George: Yeah. >> And all their stateful apps are on-prem and VMs. >> Or the stateful part of the apps are in VMs. >> Okay. >> And so if they really want to lift their super cloud layer off of this different provider's infrastructure, they're going to need a much more advanced software platform that manages data. And that goes to the -- >> Muglia and Handy, that you and I did, that's coming up next. So the big takeaway there, George, was, I'll set it up and you can chime in, a new breed of data apps is emerging, and this highly decentralized infrastructure. And Tristan Handy of DBT Labs has a sort of a solution to begin the journey today, Muglia is working on something that's way out there, describe what you learned from it. >> Okay. So to talk about what the new data apps are, and then the platform to run them, I go back to the using what will probably be seen as one of the first data app examples, was Uber, where you're describing entities in the real world, riders, drivers, routes, city, like a city plan, these are all defined by data. And the data is described in a structure called a knowledge graph, for lack of a, no one's come up with a better term. But that means the tough, the stuff that Jack built, which was all stateless and sits above cloud vendors' infrastructure, it needs an entirely different type of software that's much, much harder to build. And the way Bob described it is, you're going to need an entirely new data management infrastructure to handle this. But where, you know, we had this really colorful interview where it was like Rock 'Em Sock 'Em, but they weren't really that much in opposition to each other, because Tristan is going to define this layer, starting with like business intelligence metrics, where you're defining things like bookings, billings, and revenue, in business terms, not in SQL terms -- >> Well, business terms, if I can interrupt, he said the one thing we haven't figured out how to APIify is KPIs that sit inside of a data warehouse, and that's essentially what he's doing. >> George: That's what he's doing, yes. >> Right. And so then you can now expose those APIs, those KPIs, that sit inside of a data warehouse, or a data lake, a data store, whatever, through APIs. >> George: And the difference -- >> So what does that do for you? >> Okay, so all of a sudden, instead of working at technical data terms, where you're dealing with tables and columns and rows, you're dealing instead with business entities, using the Uber example of drivers, riders, routes, you know, ETA prices. But you can define, DBT will be able to define those progressively in richer terms, today they're just doing things like bookings, billings, and revenue. But Bob's point was, today, the data warehouse that actually runs that stuff, whereas DBT defines it, the data warehouse that runs it, you can't do it with relational technology >> Dave: Relational totality, cashing architecture. >> SQL, you can't -- >> SQL caching architectures in memory, you can't do it, you've got to rethink down to the way the data lake is laid out on the disk or cache. Which by the way, Thomas Hazel, who's speaking later, he's the chief scientist and founder at Chaos Search, he says, "I've actually done this," basically leave it in an S3 bucket, and I'm going to query it, you know, with no caching. >> All right, so what I hear you saying then, tell me if I got this right, there are some some things that are inadequate in today's world, that's not compatible with the Supercloud wave. >> Yeah. >> Specifically how you're using storage, and data, and stateful. >> Yes. >> And then the software that makes it run, is that what you're saying? >> George: Yeah. >> There's one other thing you mentioned to me, it's like, when you're using a CRM system, a human is inputting data. >> George: Nothing happens till the human does something. >> Right, nothing happens until that data entry occurs. What you're talking about is a world that self forms, polling data from the transaction system, or the ERP system, and then builds a plan without human intervention. >> Yeah. Something in the real world happens, where the user says, "I want a ride." And then the software goes out and says, "Okay, we got to match a driver to the rider, we got to calculate how long it takes to get there, how long to deliver 'em." That's not driven by a form, other than the first person hitting a button and saying, "I want a ride." All the other stuff happens autonomously, driven by data and analytics. >> But my question was different, Dave, so I want to get specific, because this is where the startups are going to come in, this is the disruption. Snowflake is a data warehouse that's in the cloud, they call it a data cloud, they refactored it, they did it differently, the success, we all know it looks like. These areas where it's inadequate for the future are areas that'll probably be either disrupted, or refactored. What is that? >> That's what Muglia's contention is, that the DBT can start adding that layer where you define these business entities, they're like mini digital twins, you can define them, but the data warehouse isn't strong enough to actually manage and run them. And Muglia is behind a company that is rethinking the database, really in a fundamental way that hasn't been done in 40 or 50 years. It's the first, in his contention, the first real rethink of database technology in a fundamental way since the rise of the relational database 50 years ago. >> And I think you admit it's a real Hail Mary, I mean it's quite a long shot right? >> George: Yes. >> Huge potential. >> But they're pretty far along. >> Well, we've been talking on theCUBE for 12 years, and what, 10 years going to AWS Reinvent, Dave, that no one database will rule the world, Amazon kind of showed that with them. What's different, is it databases are changing, or you can have multiple databases, or? >> It's a good question. And the reason we've had multiple different types of databases, each one specialized for a different type of workload, but actually what Muglia is behind is a new engine that would essentially, you'll never get rid of the data warehouse, or the equivalent engine in like a Databricks datalake house, but it's a new engine that manages the thing that describes all the data and holds it together, and that's the new application platform. >> George, we have one minute left, I want to get real quick thought, you're an investor, and we know your history, and the folks watching, George's got a deep pedigree in investment data, and we can testify against that. If you're going to invest in a company right now, if you're a customer, I got to make a bet, what does success look like for me, what do I want walking through my door, and what do I want to send out? What companies do I want to look at? What's the kind of of vendor do I want to evaluate? Which ones do I want to send home? >> Well, the first thing a customer really has to do when they're thinking about next gen applications, all the people have told you guys, "we got to get our data in order," getting that data in order means building an integrated view of all your data landscape, which is data coming out of all your applications. It starts with the data model, so, today, you basically extract data from all your operational systems, put it in this one giant, central place, like a warehouse or lake house, but eventually you want this, whether you call it a fabric or a mesh, it's all the data that describes how everything hangs together as in one big knowledge graph. There's different ways to implement that. And that's the most critical thing, 'cause that describes your Uber landscape, your Uber platform. >> That's going to power the digital transformation, which will power the business transformation, which powers the business model, which allows the builders to build -- >> Yes. >> Coders to code. That's Supercloud application. >> Yeah. >> George, great stuff. Next interview you're going to see right here is Bob Muglia and Tristan Handy, they're going to unpack this new wave. Great segment, really worth unpacking and reading between the lines with George, and Dave Vellante, and those two great guests. And then we'll come back here for the studio for more of the live coverage of Supercloud 2. Thanks for watching. (upbeat electronic music)
SUMMARY :
remember the first days What's the super cloud to you? of the Walmart WCMP, I and that's the paradigm of microservices, and that was what they stateless apps in the cloud. And all their stateful of the apps are in VMs. And that goes to the -- Muglia and Handy, that you and I did, But that means the tough, he said the one thing we haven't And so then you can now the data warehouse that runs it, Dave: Relational totality, Which by the way, Thomas I hear you saying then, and data, and stateful. thing you mentioned to me, George: Nothing happens polling data from the transaction Something in the real world happens, that's in the cloud, that the DBT can start adding that layer Amazon kind of showed that with them. and that's the new application platform. and the folks watching, all the people have told you guys, Coders to code. for more of the live
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Brian Gracely, The Cloudcast | Does the World Really Need Supercloud?
(upbeat music) >> Welcome back to Supercloud 2 this is Dave Vellante. We're here exploring the intersection of data and analytics and the future of cloud. And in this segment, we're going to look at the evolution of cloud, and try to test some of the Supercloud concepts and assumptions with Brian Gracely, is the founder and co-host along with Aaron Delp of the popular Cloudcast program. Amazing series, if you're not already familiar with it. The Cloudcast is one of the best ways to keep up with so many things going on in our industry. Enterprise tech, platform engineering, business models, obviously, cloud developer trends, crypto, Web 3.0. Sorry Brian, I know that's a sore spot, but Brian, thanks for coming >> That's okay. >> on the program, really appreciate it. >> Yeah, great to be with you, Dave. Happy New Year, and great to be back with everybody with SiliconANGLE again this year. >> Yeah, we love having you on. We miss working with you day-to-day, but I want to start with Gracely's theorem, which basically says, I'm going to paraphrase. For the most part, nothing new gets introduced in the enterprise tech business, patterns repeat themselves, maybe get applied in new ways. And you know this industry well, when something comes out that's new, if you take virtualization, for example, been around forever with mainframes, but then VMware applied it, solve a real problem in the client service system. And then it's like, "Okay, this is awesome." We get really excited and then after a while we pushed the architecture, we break things, introduce new things to fix the things that are broken and start adding new features. And oftentimes you do that through acquisitions. So, you know, has the cloud become that sort of thing? And is Supercloud sort of same wine, new bottle, following Gracely's theorem? >> Yeah, I think there's some of both of it. I hate to be the sort of, it depends sort of answer but, I think to a certain extent, you know, obviously Cloud in and of itself was, kind of revolutionary in that, you know, it wasn't that you couldn't rent things in the past, it was just being able to do it at scale, being able to do it with such amazing self-service. And then, you know, kind of proliferation of like, look at how many services I can get from, from one cloud, whether it was Amazon or Azure or Google. And then, you know, we, we slip back into the things that we know, we go, "Oh, well, okay, now I can get computing on demand, but, now it's just computing." Or I can get database on demand and it's, you know, it's got some of the same limitations of, of say, of database, right? It's still, you know, I have to think about IOPS and I have to think about caching, and other stuff. So, I think we do go through that and then we, you know, we have these sort of next paradigms that come along. So, you know, serverless was another one of those where it was like, okay, it seems sort of new. I don't have to, again, it was another level of like, I don't have to think about anything. And I was able to do that because, you know, there was either greater bandwidth available to me, or compute got cheaper. And what's been interesting is not the sort of, that specific thing, serverless in and of itself is just another way of doing compute, but the fact that it now gets applied as, sort of a no-ops model to, you know, again, like how do I provision a database? How do I think about, you know, do I have to think about the location of a service? Does that just get taken care of for me? So I think the Supercloud concept, and I did a thing and, and you and I have talked about it, you know, behind the scenes that maybe the, maybe a better name is Super app for something like Snowflake or other, but I think we're, seeing these these sort of evolutions over and over again of what were the big bottlenecks? How do we, how do we solve those bottlenecks? And I think the big thing here is, it's never, it's very rarely that you can take the old paradigm of what the thing was, the concept was, and apply it to the new model. So, I'll just give you an example. So, you know, something like VMware, which we all know, wildly popular, wildly used, but when we apply like a Supercloud concept of VMware, the concept of VMware has always been around a cluster, right? It's some finite number of servers, you sort of manage it as a cluster. And when you apply that to the cloud and you say, okay, there's, you know, for example, VMware in the cloud, it's still the same concept of a cluster of VMware. But yet when you look at some of these other services that would fit more into the, you know, Supercloud kind of paradigm, whether it's a Snowflake or a MongoDB Atlas or maybe what CloudFlare is doing at the edge, those things get rid of some of those old paradigms. And I think that's where stuff, you start to go, "Oh, okay, this is very different than before." Yes, it's still computing or storage, or data access, but there's a whole nother level of something that we didn't carry forward from the previous days. And that really kind of breaks the paradigm. And so that's the way I think I've started to think about, are these things really brand new? Yes and no, but I think it's when you can see that big, that thing that you didn't leave behind isn't there anymore, you start to get some really interesting new innovation come out of it. >> Yeah. And that's why, you know, lift and shift is okay, when you talk to practitioners, they'll say, "You know, I really didn't change my operating model. And so I just kind of moved it into the cloud. there were some benefits, but it was maybe one zero not three zeros that I was looking for." >> Right. >> You know, we always talk about what's great about cloud, the agility, and all the other wonderful stuff that we know, what's not working in cloud, you know, tie it into multi-cloud, you know, in terms of, you hear people talk about multi-cloud by accident, okay, that's true. >> Yep. >> What's not great about cloud. And then I want to get into, you know, is multi-cloud really a problem or is it just sort of vendor hype? But, but what's not working in cloud? I mean, you mentioned serverless and serverless is kind of narrow, right, for a lot of stateless apps, right? But, what's not great about cloud? >> Well, I think there's a few things that if you ask most people they don't love about cloud. I think, we can argue whether or not sort of this consolidation around a few cloud providers has been a good thing or a bad thing. I think, regardless of that, you know, we are seeing, we are hearing more and more people that say, look, you know, the experience I used to have with cloud when I went to, for example, an Amazon and there was, you know, a dozen services, it was easy to figure out what was going on. It was easy to figure out what my billing looked like. You know, now they've become so widespread, the number of services they have, you know, the number of stories you just hear of people who went, "Oh, I started a service over in US West and I can't find it anymore 'cause it's on a different screen. And I, you know, I just got billed for it." Like, so I think the sprawl of some of the clouds has gotten, has created a user experience that a lot of people are frustrated with. I think that's one thing. And we, you know, we see people like Digital Ocean and we see others who are saying, "Hey, we're going to be that simplified version." So, there's always that yin and yang. I think people are super frustrated at network costs, right? So, you know, and that's kind of at a lot of, at the center of maybe why we do or don't see more of these Supercloud services is just, you know, in the data center as an application owner, I didn't have to think about, well where, where does this go to? Where are my users? Yes, somebody took care of it, but when those things become front and center, that's super frustrating. That's the one area that we've seen absolutely no cost savings, cost reduction. So I think that frustrates people a lot. And then I think the third piece is just, you know, we're, we went from super centralized IT organizations, which, you know, for decades was how it worked. It was part of the reason why the cloud expanded and became a thing, right? Sort of shadow IT and I can't get things done. And then, now what we've seen is sort of this proliferation of little pockets of groups that are your IT, for lack of a better thing, whether they're called platform engineering or SRE or DevOps. But we have this, expansion, explosion if you will, of groups that, if I'm an app dev team, I go, "Hey, you helped me make this stuff run, but then the team next to you has another group and they have another group." And so you see this explosion of, you know, we don't have any standards in the company anymore. And, so sort of self-service has created its own nightmare to a certain extent for a lot of larger companies. >> Yeah. Thank you for that. So, you know, I want, I want to explore this multi-cloud, you know, by accident thing and is a real problem. You hear that a lot from vendors and we've been talking about Supercloud as this unifying layer across cloud. You know, but when you talk to customers, a lot of them are saying, "Yes, we have multiple clouds in our organization, but my group, we have mono cloud, we know the security, edicts, we know how to, you know, deal with the primitives, whether it's, you know, S3 or Azure Blob or whatever it is. And we're very comfortable with this." It's, that's how we're simplifying. So, do you think this is really a problem? Does it have merit that we need that unifying layer across clouds, or is it just too early for that? >> I think, yeah, I think what you, what you've laid out is basically how the world has played out. People have picked a cloud for a specific application or a series of applications. Yeah, and I think if you talk to most companies, they would tell you, you know, holistically, yes, we're multi-cloud, not, maybe not necessarily on, I don't necessarily love the phrase where people say like, well it happened by accident. I think it happened on purpose, but we got to multi-cloud, not in the way that maybe that vendors, you know, perceived, you know, kind of laid out a map for. So it was, it was, well you will lay out this sort of Supercloud framework. We didn't call it that back then, we just called it sort of multi-cloud. Maybe it was Kubernetes or maybe it was whatever. And different groups, because central IT kind of got disbanded or got fragmented. It turned into, go pick the best cloud for your application, for what you need to do for the business. And then, you know, multiple years later it was like, "Oh, hold on, I've got 20% in Google and 50% in AWS and I've got 30% in Azure. And, you know, it's, yeah, it's been evolution. I don't know that it's, I don't know if it's a mistake. I think it's now groups trying to figure out like, should I make sense of it? You know, should I try and standardize and I backwards standardize some stuff? I think that's going to be a hard thing for, for companies to do. 'cause I think they feel okay with where the applications are. They just happen to be in multiple clouds. >> I want to run something by you, and you guys, you and Aaron have talked about this. You know, still depending on who, which keynote you listen to, small percentage of the workloads are actually in cloud. And when you were with us at Wikibon, I think we called it true private cloud, and we looked at things like Nutanix and there were a lot of other examples of companies that were trying to replicate the hyperscale experience on Prem. >> Yeah. >> And, we would evaluate that, you know, beyond virtualization, and so we sort of defined that and, but I think what's, maybe what's more interesting than Supercloud across clouds is if you include that, that on Prem estate, because that's where most of the work is being done, that's where a lot of the proprietary tools have been built, a lot of data, a lot of software. So maybe there's this concept of sending that true private cloud to true hybrid cloud. So I actually think hybrid cloud in some cases is the more interesting use case for so-called Supercloud. What are your thoughts on that? >> Yeah, I think there's a couple aspects too. I think, you know, if we were to go back five or six years even, maybe even a little further and look at like what a data center looked like, even if it was just, "Hey we're a data center that runs primarily on VMware. We use some of their automation". Versus what you can, even what you can do in your data center today. The, you know, the games that people have seen through new types of automation through Kubernetes, through get ops, and a number of these things, like they've gotten significantly further along in terms of I can provision stuff really well, I can do multi-tenancy, I can do self-service. Is it, you know, is it still hard? Yeah. Because those things are hard to do, but there's been significant progress there. I don't, you know, I still look for kind of that, that killer application, that sort of, you know, lighthouse use case of, hybrid applications, you know, between data center and between cloud. I think, you know, we see some stuff where, you know, backup is a part of it. So you use the cloud for storage, maybe you use the cloud for certain kinds of resiliency, especially on maybe front end load balancing and stuff. But I think, you know, I think what we get into is, this being hung up on hybrid cloud or multi-cloud as a term and go like, "Look, what are you trying to measure? Are you trying to measure, you know, efficiency of of of IT usage? Are you trying to measure how quickly can I give these business, you know, these application teams that are part of a line of business resources that they need?" I think if we start measuring that way, we would look at, you know, you'd go, "Wow, it used to be weeks and months. Now we got rid of these boards that have to review everything every time I want to do a change management type of thing." We've seen a lot more self-service. I think those are the things we want to measure on. And then to your point of, you know, where does, where do these Supercloud applications fit in? I think there are a bunch of instances where you go, "Look, I have a, you know, global application, I have a thing that has to span multiple regions." That's where the Supercloud concept really comes into play. We used to do it in the data center, right? We'd had all sorts of technologies to help with that, I think you can now start to do it in the cloud. >> You know, one of the other things, trying to understand, your thoughts on this, do you think that you, you again have talked about this, like I'm with you. It's like, how is it that Google's losing, you know, 3 billion dollars a year, whatever. I mean, because when you go back and look at Amazon, when they were at that level of revenue where Google is today, they were making money, you know, and they were actually growing faster, by the way. So it's kind of interesting what's happened with Google. But, the reason I bring that up is, trying to understand if you think the hyperscalers will ever be motivated to create standards across clouds, and that may be a play for Google. I mean, obviously with Kubernetes it was like a Hail Mary and kind of made them relevant. Where would Google be without Kubernetes? But then did it achieve the objectives? We could have that conversation some other time, but do you think the hyperscalers will actually say, "Okay, we're going to lean in and create these standards across clouds." Because customers would love that, I would think, but it would sub-optimize their competitive advantage. What are your thoughts? >> I think, you know, on the surface, I would say they, they probably aren't. I think if you asked 'em the question, they would say, "Well, you know, first and foremost, you know, we do deliver standards, so we deliver a, you know, standard SQL interface or a SQL you know, or a standard Kubernetes API or whatever. So, in that, from that perspective, you know, we're not locking you into, you know, an Amazon specific database, or a Google specific database." You, you can argue about that, but I think to a certain extent, like they've been very good about, "Hey, we're going to adopt the standards that people want." A lot of times the open source standards. I think the problem is, let's say they did come up with a standard for it. I think you still have the problem of the costs of migration and you know, the longer you've, I think their bet is basically the longer you've been in some cloud. And again, the more data you sort of compile there, the data gravity concept, there's just going to be a natural thing that says, okay, the hurdle to get over to say, "Look, we want to move this to another cloud", becomes so cost prohibitive that they don't really have to worry about, you know, oh, I'm going to get into a war of standards. And so far I think they sort of realize like that's the flywheel that the cloud creates. And you know, unless they want to get into a world where they just cut bandwidth costs, like it just kind of won't happen. You know, I think we've even seen, and you know, the one example I'll use, and I forget the name of it off the top of my head, but there's a, there's a Google service. I think it's like BigQuery external or something along those lines, that allows you to say, "Look, you can use BigQuery against like S3 buckets and against other stuff." And so I think the cloud providers have kind of figured out, I'm never going to get the application out of that other guy's cloud or you know, the other cloud. But maybe I'm going to have to figure out some interesting ways to sort of work with it. And, you know, it's a little bit, it's a little janky, but that might be, you know, a moderate step that sort of gets customers where they want to be. >> Yeah. Or you know, it'd be interesting if you ever see AWS for example, running its database in other clouds, you started, even Oracle is doing that with, with with Azure, which is a form of Supercloud. My last question for you is, I want to get you thinking about sort of how the future plays out. You know, think about some of the companies that we've put forth this Supercloud, and by the way, this has been a criticism of the concept. Charles Fitzer, "Everything is Supercloud!" Which if true would defeat the purpose of course. >> Right. >> And so right with the community effort, we really tried to put some guardrails down on the essential characteristics, the deployment models, you know, so for example, running across multiple clouds with a purpose build pass, creating a common experience, metadata intelligence that solves a specific problem. I mean, the example I often use is Snowflake's governed data sharing. But yeah, Snowflake, Databricks, CloudFlare, Cohesity, you know, I just mentioned Oracle and Azure, these and others, they certainly claim to have that common experience across clouds. But my question is, again, I come back to, do customers need this capability? You know, is Mono Cloud the way to solve that problem? What's your, what are your thoughts on how this plays out in the future of, I guess, PAs, apps and cloud? >> Yeah, I think a couple of things. So, from a technology perspective, I think, you know, the companies you name, the services you've named, have sort of proven that the concept is viable and it's viable at a reasonable size, right? These aren't completely niche businesses, right? They're multi-billion dollar businesses. So, I think there's a subset of applications that, you know, maybe a a bigger than a niche set of applications that are going to use these types of things. A lot of what you talked about is very data centric, and that's, that's fine. That's that layer is, figuring that out. I think we'll see messaging types of services, so like Derek Hallison's, Caya Company runs a, sort of a Supercloud for messaging applications. So I think there'll be places where it makes a ton of sense. I think, the thing that I'm not sure about, and because again, we've been now 10 plus years of sort of super low, you know, interest rates in terms of being able to do things, is a lot of these things come out of research that have been done previously. Then they get turned into maybe somewhat of an open source project, and then they can become something. You know, will we see as much investment into the next Snowflake if, you know, the interest rates are three or four times that they used to be, do we, do we see VCs doing it? So that's the part that worries me a little bit, is I think we've seen what's possible. I think, you know, we've seen companies like what those services are. I think I read yesterday Snowflake was saying like, their biggest customers are growing at 30, like 50 or 60%. Like the, value they get out of it is becoming exponential. And it's just a matter of like, will the economics allow the next big thing to happen? Because some of these things are pretty, pretty costly, you know, expensive to get started. So I'm bullish on the idea. I don't know that it becomes, I think it's okay that it's still sort of, you know, niche plus, plus in terms of the size of it. Because, you know, if we think about all of IT it's still, you know, even microservices is a small part of bigger things. But I'm still really bullish on the idea. I like that it's been proven. I'm a little wary, like a lot of people have the economics of, you know, what might slow things down a little bit. But yeah, I, think the future is going to involve Supercloud somewhere, whatever people end up calling it. And you and I discussed that. (laughs) But I don't, I don't think it goes away. I don't think it's, I don't think it's a fad. I think it is something that people see tremendous value and it's just, it's got to be, you know, for what you're trying to do, your application specific thing. >> You're making a great point on the funding of innovation and we're entering a new era of public policy as well. R and D tax credit is now is shifting. >> Yeah. >> You know, you're going to have to capitalize that over five years now. And that's something that goes back to the 1950s and many people would argue that's at least in part what has helped the United States be so, you know, competitive in tech. But Brian, always great to talk to you. Thanks so much for participating in the program. Great to see you. >> Thanks Dave, appreciate it. Good luck with the rest of the show. >> Thank you. All right, this is Dave Vellante for John Furrier, the entire Cube community. Stay tuned for more content from Supercloud2.
SUMMARY :
of the popular Cloudcast program. Yeah, great to be with you, Dave. So, you know, has the cloud I think to a certain extent, you know, when you talk to cloud, you know, tie it into you know, is multi-cloud And we, you know, So, you know, I want, I want And then, you know, multiple you and Aaron have talked about this. And, we would evaluate that, you know, But I think, you know, I money, you know, and I think, you know, on the is, I want to get you Cohesity, you know, I just of sort of super low, you know, on the funding of innovation the United States be so, you Good luck with the rest of the show. the entire Cube community.
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Lena Smart, MongoDB | AWS re:Invent 2022
(bright music) >> Hello everyone and welcome back to AWS re:Invent, here in wonderful Las Vegas, Nevada. We're theCUBE. I am Savannah Peterson. Joined with my co-host, Dave Vellante. Day four, you look great. Your voice has come back somehow. >> Yeah, a little bit. I don't know how. I took last night off. You guys, I know, were out partying all night, but - >> I don't know what you're talking about. (Dave laughing) >> Well, you were celebrating John's birthday. John Furrier's birthday today. >> Yes, happy birthday John! >> He's on his way to England. >> Yeah. >> To attend his nephew's wedding. Awesome family. And so good luck, John. I hope you feel better, he's got a little cold. >> I know, good luck to the newlyweds. I love this. I know we're both really excited for our next guest, so I'm going to bring out, Lena Smart from MongoDB. Thank you so much for being here. >> Thank you for having me. >> How's the show going for you? >> Good. It's been a long week. And I just, not much voice left, so. >> We'll be gentle on you. >> I'll give you what's left of it. >> All right, we'll take that. >> Okay. >> You had a fireside chat, at the show? >> Lena: I did. >> Can you tell us a little bit about that? >> So we were talking about the Rise, The developer is a platform. In this massive theater. I thought it would be like an intimate, you know, fireside chat. I keep believing them when they say to me come and do these talks, it'll be intimate. And you turn up and there's a stage and a theater and it's like, oh my god. But it was really interesting. It was well attended. Got some really good questions at the end as well. Lots of follow up, which was interesting. And it was really just about, you know, how we've brought together this developer platform that's got our integrated services. It's just what developers want, it gives them time to innovate and disrupt, rather than worry about the minutia of management. >> Savannah: Do the cool stuff. >> Exactly. >> Yeah, so you know Lena, it's funny that you're saying that oh wow, the lights came on and it was this big thing. When when we were at re:Inforced, Lena was on stage and it was so funny, Lena, you were self deprecating like making jokes about the audience. >> Savannah: (indistinct) >> It was hilarious. And so, but it was really endearing to the audience and so we were like - >> Lena: It was terrifying. >> You got huge props for that, I'll tell you. >> Absolutely terrifying. Because they told me I wouldn't see anyone. Because we did the rehearsal the day before, and they were like, it's just going to be like - >> Sometimes it just looks like blackness out there. >> Yeah, yeah. It wasn't, they lied. I could see eyeballs. It was terrifying. >> Would you rather know that going in though? Or is it better to be, is ignorance bliss in that moment? >> Ignorance is bliss. >> Yeah, yeah yeah. >> Good call Savannah, right? Yeah, just go. >> The older I get, the more I'm just, I'm on the ignorance is bliss train. I just, I don't need to know anything that's going to hurt my soul. >> Exactly. >> One of the things that you mentioned, and this has actually been a really frequent theme here on the show this week, is you said that this has been a transformative year for developers. >> Lena: Yeah. >> What did you mean by that? >> So I think developers are starting to come to the fore, if you like, the fore. And I'm not in any way being deprecating about developers 'cause I love them. >> Savannah: I think everyone here does. >> I was married to one, I live with one now. It's like, they follow me everywhere. They don't. But, I think they, this is my opinion obviously but I think that we're seeing more and more the value that developers bring to the table. They're not just code geeks anymore. They're not just code monkeys, you know, churning out lines and lines of code. Some of the most interesting discussions I've had this week have been with developers. And that's why I'm so pleased that our developer data platform is going to give these folks back time, so that they can go and innovate. And do super interesting things and do the next big thing. It was interesting, I was talking to Mary, our comms person earlier and she had said that Dave I guess, my boss, was on your show - >> Dave: Yeah, he was over here last night. >> Yeah. And he was saying that two thirds of the companies that had been mentioned so far, within the whole gamut of this conference use MongoDB. And so take that, extrapolate that, of all the developers >> Wow. >> who are there. I know, isn't that awesome? >> That's awesome. Congrats on that, that's like - >> Did I hear that right now? >> I know, I just had that moment. >> I know she just told me, I'm like, really? That's - >> That's so cool. >> 'Cause the first thing I thought of was then, oh my god, how many developers are we reaching then? 'Cause they're the ones. I mean, it's kind of interesting. So my job has kind of grown from, over the years, being the security geek in the back room that nobody talks to, to avoiding me in the lift, to I've got a seat at the table now. We meet with the board. And I think that I can see that that's where the developer mindset is moving towards. It's like, give us the right tools and we'll change your world. >> And let the human capital go back to doing the fun stuff and not just the maintenance stuff. >> And, but then you say that, you can't have everything automated. I get that automation is also the buzzword of the week. And I get that, trust me. Someone has to write the code to do the automation. >> Savannah: Right. >> So, so yeah, definitely give these people back time, so that they can work on ML, AI, choose your buzzword. You know, by giving people things like queriable encryption for example, you're going to free up a whole bunch of head space. They don't have to worry about their data being, you know harvested from memory or harvested while at rest or in motion. And it's like, okay, I don't have to worry about that now, let me go do something fun. >> How about the role of the developer as it relates to SecOps, right? They're being asked to do a lot. You and I talked about this at re:Inforce. You seem to have a pretty good handle on it. Like a lot of companies I think are struggling with it. I mean, the other thing you said said to me is you don't have a lack of talent at Mongo, right? 'Cause you're Mongo. But a lot of companies do. But a lot of the developers, you know we were just talking about this earlier with Capgemini, the developer metrics or the application development team's metrics might not be aligned with the CSO's metrics. How, what are you seeing there? What, how do you deal with it within Mongo? What do you advise your customers? >> So in terms of internal, I work very closely with our development group. So I work with Tara Hernandez, who's our new VP of developer productivity. And she and her team are very much interested in making developers more productive. That's her job. And so we get together because sometimes security can definitely be seen as a blocker. You know, funnily enough, I actually had a Slack that I had to respond to three seconds before I come on here. And it was like, help, we need some help getting this application through procurement, because blah, blah, blah. And it's weird the kind of change, the shift in mindset. Whereas before they might have gone to procurement or HR or someone to ask for this. Now they're coming to the CSO. 'Cause they know if I say yes, it'll go through. >> Talk about social engineering. >> Exactly. >> You were talking about - >> But turn it around though. If I say no, you know, I don't like to say no. I prefer to be the CSO that says yes, but. And so that's what we've done. We've definitely got that culture of ask, we'll tell you the risks, and then you can go away and be innovative and do what you need to do. And we basically do the same with our customers. Here's what you can do. Our application is secure out of the box. Here's how we can help you make it even more, you know, streamlined or bespoke to what you need. >> So mobile was a big inflection point, you know, I dunno, it seems like forever ago. >> 2007. >> 2007. Yeah, iPhone came out in 2007. >> You remember your first iPhone? >> Dave: Yeah. >> Yeah? Same. >> Yeah. It was pretty awesome, actually. >> Yeah, I do too. >> Yeah, I was on the train to Boston going up to see some friends at MIT on the consortium that I worked with. And I had, it was the wee one, 'member? But you thought it was massive. >> Oh, it felt - >> It felt big. And I remember I was sitting on the train to Boston it was like the Estella and there was these people, these two women sitting beside me. And they were all like glam, like you and unlike me. >> Dave: That's awesome. >> And they, you could see them like nudging each other. And I'm being like, I'm just sitting like this. >> You're chilling. >> Like please look at my phone, come on just look at it. Ask me about it. And eventually I'm like - >> You're baiting them. >> nonchalantly laid it on the table. And you know, I'm like, and they're like, is that an iPhone? And I'm like, yeah, you want to see it? >> I thought you'd never ask. >> I know. And I really played with it. And I showed them all the cool stuff, and they're like, oh we're going to buy iPhones. And so I should have probably worked for Apple, but I didn't. >> I was going to say, where was your referral kickback on that? Especially - >> It was a little like Tesla, right? When you first, we first saw Tesla, it was Ray Wong, you know, Ray? From Pasadena? >> It really was a moment and going from the Blackberry keyboard to that - >> He's like want to see my car? And I'm like oh yeah sure, what's the big deal? >> Yeah, then you see it and you're like, ooh. >> Yeah, that really was such a pivotal moment. >> Anyway, so we lost a track, 2007. >> Yeah, what were we talking about? 2007 mobile. >> Mobile. >> Key inflection point, is where you got us here. Thank you. >> I gotchu Dave, I gotchu. >> Bring us back here. My mind needs help right now. Day four. Okay, so - >> We're all getting here on day four, we're - >> I'm socially engineering you to end this, so I can go to bed and die quietly. That's what me and Mary are, we're counting down the minutes. >> Holy. >> That's so sick. >> You're breaking my heart right now. I love it. I'm with you, sis, I'm with you. >> So I dunno where I was, really where I was going with this, but, okay, there's - >> 2007. Three things happened. >> Another inflection point. Okay yeah, tell us what happened. But no, tell us that, but then - >> AWS, clones, 2006. >> Well 2006, 2007. Right, okay. >> 2007, the iPhone, the world blew up. So you've already got this platform ready to take all this data. >> Dave: Right. >> You've got this little slab of gorgeousness called the iPhone, ready to give you all that data. And then MongoDB pops up, it's like, woo-hoo. But what we could offer was, I mean back then was awesome, but it was, we knew that we would have to iterate and grow and grow and grow. So that was kind of the three things that came together in 2007. >> Yeah, and then Cloud came in big time, and now you've got this platform. So what's the next inflection point do you think? >> Oh... >> Good question, Dave. >> Don't even ask me that. >> I mean, is it Edge? Is it IOT? Is there another disruptor out there? >> I think it's going to be artificial intelligence. >> Dave: Is it AI? >> I mean I don't know enough about it to talk about it, to any level, so don't ask me any questions about it. >> This is like one of those ignorance is bliss moments. It feels right. >> Yeah. >> Well, does it scare you, from a security perspective? Or? >> Great question, Dave. >> Yeah, it scares me more from a humanity standpoint. Like - >> More than social scared you? 'Cause social was so benign when it started. >> Oh it was - >> You're like, oh - I remember, >> It was like a yearbook. I was on the Estella and we were - >> Shout out to Amtrak there. >> I was with, we were starting basically a wikibond, it was an open source. >> Yeah, yeah. >> Kind of, you know, technology community. And we saw these and we were like enamored of Facebook. And there were these two young kids on the train, and we were at 'em, we were picking the brain. Do you like Facebook? "I love Facebook." They're like "oh, Facebook's unbelievable." Now, kids today, "I hate Facebook," right? So, but social at the beginning it was kind of, like I say, benign and now everybody's like - >> Savannah: We didn't know what we were getting into. >> Right. >> I know. >> Exactly. >> Can you imagine if you could have seen into the future 20 years ago? Well first of all, we'd have all bought Facebook and Apple stock. >> Savannah: Right. >> And Tesla stock. But apart from, but yeah apart from that. >> Okay, so what about Quantum? Does that scare you at all? >> I think the only thing that scares me about Quantum is we have all this security in place today. And I'm not an expert in Quantum, but we have all this security in place that's securing what we have today. And my worry is, in 10 years, is it still going to be secure? 'Cause we're still going to be using that data in some way, shape, or form. And my question is to the quantum geniuses out there, what do we do in 10 years like to retrofit the stuff? >> Dave: Like a Y2K moment? >> Kind of. Although I think Y2K is coming in 2038, isn't it? When the Linux date flips. I'll be off the grid by then, I'll be living in Scotland. >> Somebody else's problem. >> Somebody else's problem. I'll be with the sheep in Glasgow, in Scotland. >> Y2K was a boondoggle for tech, right? >> What a farce. I mean, that whole - >> I worked in the power industry in Y2K. That was a nightmare. >> Dave: Oh I bet. >> Savannah: Oh my God. >> Yeah, 'cause we just assumed that the world was going to stop and there been no power, and we had nuclear power plants. And it's like holy moly. Yeah. >> More than moly. >> I was going to say, you did a good job holding that other word in. >> I think I was going to, in case my mom hears this. >> I grew up near Diablo Canyon in, in California. So you were, I mean we were legitimately worried that that exactly was going to happen. And what about the waste? And yeah it was chaos. We've covered a lot. >> Well, what does worry you? Like, it is culture? Is it - >> Why are you trying to freak her out? >> No, no, because it's a CSO, trying to get inside the CSO's head. >> You don't think I have enough to worry about? You want to keep piling on? >> Well if it's not Quantum, you know? Maybe it's spiders or like - >> Oh but I like spiders, well spiders are okay. I don't like bridges, that's my biggest fear. Bridges. >> Seriously? >> And I had to drive over the Tappan Zee bridge, which is one of the longest, for 17 years, every day, twice. The last time I drove over it, I was crying my heart out, and happy as anything. >> Stay out of Oakland. >> I've never driven over it since. Stay out of where? >> Stay out of Oakland. >> I'm staying out of anywhere that's got lots of water. 'Cause it'll have bridges. >> Savannah: Well it's good we're here in the desert. >> Exactly. So what scares me? Bridges, there you go. >> Yeah, right. What? >> Well wait a minute. So if I'm bridging technology, is that the scary stuff? >> Oh God, that was not - >> Was it really bad? >> It was really bad. >> Wow. Wow, the puns. >> There's a lot of seems in those bridges. >> It is lit on theCUBE A floor, we are all struggling. I'm curious because I've seen, your team is all over the place here on the show, of course. Your booth has been packed the whole time. >> Lena: Yes. >> The fingerprint. Talk to me about your shirt. >> So, this was designed by my team in house. It is the most wanted swag in the company, because only my security people wear it. So, we make it like, yeah, you could maybe have one, if this turns out well. >> I feel like we're on the right track. >> Dave: If it turns out well. >> Yeah, I just love it. It's so, it's just brilliant. I mean, it's the leaf, it's a fingerprint. It's just brilliant. >> That's why I wanted to call it out. You know, you see a lot of shirts, a lot of swag shirts. Some are really unfortunately sad, or not funny, >> They are. >> or they're just trying too hard. Now there's like, with this one, I thought oh I bet that's clever. >> Lena: It is very cool. Yes, I love it. >> I saw a good one yesterday. >> Yeah? >> We fix shit, 'member? >> Oh yeah, yeah. >> That was pretty good. >> I like when they're >> That's a pretty good one. >> just straightforward, like that, yeah yeah. >> But the only thing with this is when you're say in front of a green screen, you look as though you've got no tummy. >> A portal through your body. >> And so, when we did our first - >> That's a really good point, actually. >> Yeah, it's like the black hole to nothingless. And I'm like wow, that's my soul. >> I was just going to say, I don't want to see my soul like that. I don't want to know. >> But we had to do like, it was just when the pandemic first started, so we had to do our big presentation live announcement from home. And so they shipped us all this camera equipment for home and thank God my partner knows how that works, so he set it all up. And then he had me test with a green screen, and he's like, you have no tummy. I'm like, what the hell are you talking about? He's like, come and see. It's like this, I dunno what it was. So I had to actually go upstairs and felt tip with a magic marker and make it black. >> Wow. >> So that was why I did for two hours on a Friday, yeah. >> Couldn't think of another alternative, huh? >> Well no, 'cause I'm myopic when it comes to marketing and I knew I had to keep the tshirt on, and I just did that. >> Yeah. >> In hindsight, yes I could have worn an "I Fix Shit" tshirt, but I don't think my husband would've been very happy. I secure shit? >> There you go, yeah. >> There you go. >> Over to you, Savannah. >> I was going to say, I got acquainted, I don't know if I can say this, but I'm going to say it 'cause we're here right now. I got acquainted with theCUBE, wearing a shirt that said "Unfuck Kubernetes," 'cause it was a marketing campaign that I was running for one of my clients at Kim Con last year. >> That's so good. >> Yeah, so - >> Oh my God. I'll give you one of these if you get me one of those. >> I can, we can do a swapskee. We can absolutely. >> We need a few edits on this film, on the file. >> Lena: Okay, this is nothing - >> We're fallin' off the wheel. Okay, on that note, I'm going to bring us to our challenge that we discussed, before we got started on this really diverse discussion that we have had in the last 15 minutes. We've covered everything from felt tip markers to nuclear power plants. >> To the darkness of my soul. >> To the darkness of all of our souls. >> All of our souls, yes. >> Which is perhaps a little too accurate, especially at this stage in the conference. You've obviously seen a lot Lena, and you've been rockin' it, I know John was in your suite up here, at at at the Venetian. What's your 30 second hot take? Most important story, coming out of the show or for you all at Mongo this year? >> Genuinely, it was when I learned that two-thirds of the customers that had been mentioned, here, are MongoDB customers. And that just exploded in my head. 'Cause now I'm thinking of all the numbers and the metrics and how we can use that. And I just think it's amazing, so. >> Yeah, congratulations on that. That's awesome. >> Yeah, I thought it was amazing. >> And it makes sense actually, 'cause Mongo so easy to use. We were talking about Tengen. >> We knew you when, I feel that's our like, we - >> Yeah, but it's true. And so, Mongo was just really easy to use. And people are like, ah, it doesn't scale. It's like, turns out it actually does scale. >> Lena: Turns out, it scales pretty well. >> Well Lena, without question, this is my favorite conversation of the show so far. >> Thank you. >> Thank you so much for joining us. >> Thank you very much for having me. >> Dave: Great to see you. >> It's always a pleasure. >> Dave: Thanks Lena. >> Thank you. >> And thank you all, tuning in live, for tolerating wherever we take these conversations. >> Dave: Whatever that was. >> I bet you weren't ready for this one, folks. We're at AWS re:Invent in Las Vegas, Nevada. With Dave Vellante, I'm Savannah Peterson. You're washing theCUBE, the leader for high tech coverage.
SUMMARY :
I am Savannah Peterson. I don't know how. I don't know Well, you were I hope you feel better, I know, good luck to the newlyweds. And I just, not much voice left, so. And it was really just about, you know, Yeah, so you know Lena, it's funny And so, but it was really endearing for that, I'll tell you. I wouldn't see anyone. Sometimes it just looks I could see eyeballs. Yeah, just go. I just, I don't need to know anything One of the things that you mentioned, to the fore, if you like, the fore. I was married to one, Dave: Yeah, he was And he was saying that two I know, isn't that Congrats on that, that's like - And I think that I can And let the human capital go back And I get that, trust me. being, you know harvested from memory But a lot of the developers, you know And it was like, help, we need some help I don't like to say no. I dunno, it seems like forever ago. Yeah? actually. And I had, it was the wee one, 'member? And I remember I was sitting And they, you could see And eventually I'm like - And I'm like, yeah, you want to see it? And I really played with it. Yeah, then you see Yeah, that really was Yeah, what were we talking about? is where you got us here. I gotchu Dave, Okay, so - you to end this, so I can I love it. Three things happened. But no, tell us that, but then - Well 2006, 2007. 2007, the iPhone, the world blew up. I mean back then was awesome, point do you think? I think it's going to I mean I don't know enough about it This is like one of Yeah, it scares me more 'Cause social was so I was on the Estella and we were - I was with, we were starting basically And we saw these and we were what we were getting into. Can you imagine if you could And Tesla stock. And my question is to the Although I think Y2K is I'll be with the sheep in Glasgow, I mean, that whole - I worked in the power industry in Y2K. assumed that the world I was going to say, you I think I was going to, that that exactly was going to happen. No, no, because it's a CSO, I don't like bridges, And I had to drive over Stay out of where? I'm staying out of anywhere Savannah: Well it's good Bridges, there you go. Yeah, right. the scary stuff? Wow, the puns. There's a lot of seems is all over the place here Talk to me about your shirt. So, we make it like, yeah, you could I mean, it's the leaf, it's a fingerprint. You know, you see a lot of I thought oh I bet that's clever. Lena: It is very cool. That's a pretty like that, yeah yeah. But the only thing with this is That's a really good point, the black hole to nothingless. I was just going to say, I don't and he's like, you have no tummy. So that was why I did for and I knew I had to keep the I secure shit? I was going to say, I got acquainted, I'll give you one of these I can, we can do a swapskee. on this film, on the file. Okay, on that note, I'm going to bring us I know John was in your suite And I just think it's amazing, so. Yeah, congratulations on that. it was amazing. And it makes sense actually, And so, Mongo was just really easy to use. of the show so far. And thank you all, tuning in live, I bet you weren't
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Patricia Jordan | Women of the Cloud
>>Hey everyone, welcome to this Cube's special program series Women of the Cloud, brought to you by aws. I'm your host for the series, Lisa Martin. Very pleased to be joined by Patty Jordan, the VP of enabling processes and technology at Optimus. My next guest, Patty, welcome to the program. >>Hi Lisa. Thank you for having me. >>Tell me a little bit about yourself, a little bit about your role so the audience gets that understanding of exactly who you are. >>Sure thing. Hi, my name is Patty Jordan. As we mentioned, I am originally from Cameroon, Central Africa, but I was raised in the DC area. I'm called and what you call a bank brat. My father worked for an international organization, the the World Bank. Lived in, like I said, grew up in dc, moved to Austin, Texas about seven years ago. Been with Optum for the last nine years of my working career. And I've had multiple roles, but currently my role as is with the enabling technologies and processes, which means that I manage teams that support the platform of a lot of analytics products in Optum. >>Got it. All right. Bank Brett, that's a new one to me. I hadn't heard that. I love that you're a bank, Brit and proud of it. I can tell. Talk to me a little bit about your, the career path that you have navigated and what are some of your sort of tactical and also strategic recommendations for the audiences looking to grow their career in tech? >>So the interesting thing is, I did not start in tech. My background is as an economist. I have a bachelor's of economics from the women, from the College of Women, Mary. I also have a financial master's in public policy from American University. However, I did take some IT classes and as a kid I'm probably dating myself a little bit, but I programmed in dos, so I, I was always excited by it and I had internships as a programmer that helped me pay for my master's degree in when I graduated. I just felt like I was having fun and I was getting paid very well and I was able to pay off my graduate schools. So I just stayed with tech. >>Love that. But it sounds like you had that interest from when you were quite young and as a lot of us and end up in tech, we didn't start there originally. There's a lot of zigzaggy paths to get there. Sounds like you had that as well. What are some of your recommendations for people, either those that are in tech now or aren't who want to get into it and really expand and climb that ladder? >>So definitely, so one of the things to understand is tech could be many different things. Like one of the things could be programming, which I started doing and now dislike intensely. And then another thing could be like being in the business analyst in tech, getting the business requirements versus product management or even, you know, management. And what I would encourage people to do is really focus on what you feel happy doing, which for me is problem solving and collaborating and getting the right people together to solve very complex problems. And if you focus on that then you'll find your, your the role for you even in tech. >>I love that problem solving is such an important skill to be able to have and to cultivate regardless of the industry that you're in. But I'd love to know a little bit more about some of the successes that you've had helping organizations really navigate their cloud journeys, their migration to cloud as we've seen the last couple of years, a massive acceleration to the cloud that was really born outta the pandemic. Talk to me about some of the successes that you've been able to achieve. >>So the first, I guess most obvious thing is understanding the technology. What do you have at your disposal? What do you need for your team to succeed in the cloud or even OnPrem? But what I've learned most in the last four to five years with the projects that I work on, whether it was migrating from a host data center to one that we owned ourselves or migrating from that data center to AWS recently was you really need to get the business organization engaged. And that's not just getting the sponsorship and getting them this to write that check, but really helping them understand how this journey to the cloud is a combined journey between both organizations, right? And they will be able to be more successful as well with us going to the cloud with improved processing with revenue protection because we, there's more tools available with revenue expansion because now we can now expand faster address client needs faster. And you know, so there's various different aspects of going to cloud that are more than just we're using the coolest technology. >>You're a problem solver, has there. And one of the challenges with organizations and from a cloud migration standpoint that we often talk about is it's a cultural migration as well, which is really challenging to do for any type of organization regardless of industry. Do you have a favorite example where as a, as the problem solver, you came in and really helped the organization, the business side understand, be able to transform their cultural direction, understand why cloud migration can be such a facilitator of the business from the top line in a bottom line perspective. >>So from a bottom line perspective, I think the hardest thing for them to understand or what does not compute for them is you can't give them a set. This is what you're gonna cost in the cloud, right? Because the benefit of being in the cloud is being able to scale shrink, et cetera. So that's one hurdle that we're still fighting to be a hundred percent candid. But from a a top line perspective, what's what's been great is we've been able to ramp up more clients with the same, right? So we haven't had to go out and procure more servers, more storage, hire more staff because we're in the cloud and we've actually been able to scale our teams as well because we incorporated the DevOps functions and we do not need a team to manage a data center anymore. So that they absolutely understood, you know, savings ratified, but really just how do we get to market faster? How do we get to revenue faster and how do we get more revenue with the same pool of resources is something that they've really, really resonated with. >>Well, you're starting to speak their language so that to your point that resonates well, but there's so much productivity improvements, efficiencies to be gained by leveraging cloud computing that that really hit the bottom line of an organization that businesses, if you put it in the right way. And it sounds like as the problem solver you have, they understand the immense value and competitive advantage that cloud can bring to their organization and become sort of a ah, the blinders are off. I get it. >>Exactly. Exactly. You're just not trying to, to play with the latest toys, you are actually solving a business problem even before it happens. >>And that's the key solving business problems before they happen. Being able to predict and forecast is huge for businesses, especially as we've seen the last couple of years. Everybody racing to digital, to to pivot, to survive Now to be competitive. If they don't do that and embrace that emerging technology suite, there's a competitor that's right back here that if they're more culturally willing and able to, to be more agile, they're gonna take the place of a competing organization. So yeah, so it absolutely is a huge differentiator for organizations. And it sounds like you've had some great successes there in helping organizations really navigate the challenges, the cultural challenges, but the benefits of cloud computing. Yes. I do wanna talk to you a little bit about in your expertise, diversity is something that is talked about in every industry. We talk about it in tech all the time, there's still challenges there. What are, what's, what are your thoughts on diversity? What are you seeing and what are some of those challenges that are still sitting on the table? >>So I guess the first thing I would say is there's multiple facets to diversity, right? The first one we always lean to is gender and race, but there's also diversity of thought. And being in the healthcare industry is very important for us to have a diversity of thought and experiences so that we can target a lot of these health equity issues that are, you know, that, that are ongoing. So that's one thing that we've, we've been trying to do is making sure that I don't just have people that think like me on the team. And typically that also means not having people that look like me. So making sure that we have the right pipelines to hire for partnering with our, with some of our vendors. AWS for example, is a good one where they had avenues and they had non-profits that they worked with and they connected us with some of our staff augmentation people also did the same thing, really just expanding the scope of where we're looking for talent and, and that helps also bring that diversity of thought and the diversity of gender race into the, into the full >>It is. And it and, and there's also, there's so much data if we follow the data and of course in tech we're all about data. Every company these days, regardless of industry needs to be a data company. If we follow the data, we can see that organizations with, for example, females within the C-suite are far more profitable than those organizations that don't have that even that element of diversity. So the data is demonstrating there's tremendous business value, tremendous competitive advantage, faster time to market, more products and services that can be delivered if there is thought diversity among the entire organization, not just the C-suite. >>Exactly. And and since we have an impact on what is being delivered as an engineering organization, we also need that in engineering, right? One of the things that's very keen right now is machine language and ai. If we don't have the right models for example, then we either introduced bias or perpetuate by it. So we definitely need people on our teams as well that understand how these technologies work, how we can leverage 'em on our data sets so that we could run counter to this bias >>And countering that bias is incredibly important. Machine learning ai, so driven by data, the volumes of data, but the data needs to be as clean and and non-biased as possible. And that's a big challenge for organizations to undertake. Is there advice that you have for those folks watching who might be, I, I don't see me in this organization, I don't feel represented. How can I change that? >>Well, one would be to speak up, right? Even if you don't see you apply for the job, right? And one of the things that we're trying to address even in the DEI space is making sure that our job descriptions are not introducing any biases so that people will eliminate themselves immediately, right? But really just if you have the skill set and you feel like you can ramp up to the talent, then just apply for the job. Talk to somebody. You do have a network whether you realize it or not. So leverage that network. But really like there's this expression that my kid taught me saying, you miss a hundred percent of the shots you don't take, right? So if you don't try, you're not gonna make it by default. If you do try, there's a chance to make it right. At the very least, you build a connection with someone who can potentially help you down the line. >>That is one of my absolute favorite sayings. You miss a hundred percent of the shots that you don't take. So encouraging people to raise their hand there, there are stats, data, speaking of data we've been talking about that, that demonstrate that women are far less likely to apply for jobs like on LinkedIn for example, unless they need 100% of the job requirements, which we all know are quite stringent and not necessary in a lot of cases. So I love your advice of just try raise your hand, ask the question. All the can say is no. And at the end of the day, what is that? It's a word but can also be directional and and really guiding for people on their journey to wherever that, if it's an engineering, cloud, engineering, DevOps, whatever happen that happens to be, raise your hand the question. And to your point, you have a network, it is there, open that up. There's so much potential for people that just raise, I think that's to raise their hand and ask the question. >>And the corollary to that though is I would also encourage people who are in leader leadership roles to be strong allies, right? Like we need to be aware of what biases we might be introducing or candidates that we might be leaving on the table because we're being too stringent because we're not expanding our, our our search, right? So definitely that's something that I've started doing about five, six years old shortly after I moved to Austin, which I kind of beat myself up about not having done before, is really contributing to that community, helping out, being a mentor, being a coach, being a guide. Sometimes it's just reviewing somebody's resume. Other times it's talking to 'em about a role that I have and helping them map their current state to that role. But really just being an ally to everyone and anyone who wants to come into this space. >>I love that. I, and I have a feeling, Patty, that you're a great mentor and ally for those in your organization across organizations and those out there that may not know yet. Patty can be an ally for me. I'd love to get your take in our final minutes on a couple things. One, the, what's next in cloud from your perspective, the things that you've seen, what you've been able to achieve, and how do you see your role evolving in the industry at Optum? >>So what's next in cloud, and we've talked about that a lot, is data. How do we manage all this data? How do we catalog this data, how to reuse this data, how to reshift this data? We have data in various different environments. We're a multi-cloud company. So how do we make sure that we don't have the same data everywhere? Or even if we do, how do we reconcile that? So data, data, data, right? And from data, get to information so that we can monetize it and we can share it. So that's the, that's for me is really next step. I mean we, we know the applications that we can build, we know the analytics that we can build, but if we don't have the right data, we're limiting ourselves. So that's definitely one aspect that I know that we wanna drive. And as far as my role, I was fortunate enough to be provided with the leadership of development of a platform for analytics, which yes, involves data. >>So I'm very excited about this, right? Cuz that's, that's next level for me. I've been typically in roles that protect revenue in the DevOps and operations role. And now I'm in a revenue generating role and it has a shift in mindset. But I, I really appreciate it and I'm really taking everything I've learned up to now as a DevOps team. I knew when the bad things came. So now I'm trying to prevent, prevent my team from pushing bad things down the pipe, right? So I'm just really excited about what's, what's, what's to come because there's so many opportunities for improving the products that we build. And I'm so excited to be part of this platform. >>There are the, the horizon of opportunities is really endless, which is exciting. And to your point about data, like I mentioned, for every company, whether it's your grocery store, a retailer, the postal service has to become a data driven company. Cuz as consumers we expect that we bring that into our business lives and we expect to be able to transact in business as easily as we do on the consumer side. And that all requires organizations to not just have access to data, but to be able to build the right data infrastructure, toing insights to act on that, to feed the AI and ML models so that products services can get better, more personalized and meet the demands of the ever demanding consumer, which I know I, one of them. I wanna ask you one more final question and that is, what do you think some of the biggest challenges have been with, with respect to tech innovation in the workforce over the past five years? What are some of those things that, that you've seen that you think we're on the right track moving forward to eliminate some of these? >>That is a good question. I think one of the biggest challenges for me has been not to remain in the status quo, right? Like not to do something because it's what we've been doing, but being in the cloud allows us with so many opportunities where we can fail fast. That let's give it a shot, let's do a quick sprint, let's figure out whether it is a possibility or not. Eliminate it if it's not, and then keep moving, right? Like we don't have the same development methodology before that we had to do three months, five months, six months. You can iterate in two week chunks, get it done, confirm your, your statement or not, or negate it, but at the very least have an answer, right? So that for me is the biggest challenge. We're aware of the thinking we're just not doing. So it'd be very exciting when we, when we pivot from that and really start innovating because we have the time >>Innovating because we have the time, as I mentioned, you know, with the demand of consumers, whether it's consumer in, in on the personal side, business side, those demands are there. But the, the exciting thing is to your point, the innovations are there. The capabilities are there, the data is there. We have a lot of what we need to be able to take advantage of that. So it's gonna be exciting to see what happens over the next few years. Patty, it's been such a pleasure having you on the cube today. Thank you so much for joining. You are clearly a, a leader in terms of women in the cloud. We appreciate what you're doing, your insights, your recommendations, and your insights as to what you see in the future. You've been a great guest. Thank you so much for joining me today. >>Thank you for having me Lisa. >>My pleasure For Patty Jordan, I'm Lisa Martin. You're watching The Cubes coverage of Women of the Cloud, brought to you by aws, a special program series. We thank you so much for watching. Take care.
SUMMARY :
brought to you by aws. you are. I'm called and what you call a the audiences looking to grow their career in tech? I have a bachelor's of economics from the women, from the College of Women, But it sounds like you had that interest from when you were quite young and So definitely, so one of the things to understand is tech could be many different things. I love that problem solving is such an important skill to be able to have and to cultivate regardless migrating from that data center to AWS recently was you really need to And one of the challenges with organizations and from a being in the cloud is being able to scale shrink, et cetera. And it sounds like as the problem solver you have, they understand the immense You're just not trying to, to play with the latest toys, you are actually solving a business problem even And that's the key solving business problems before they happen. So making sure that we have the right And it and, and there's also, there's so much data if we follow the data and of course in tech we're all And and since we have an impact on what is being delivered as an engineering organization, And that's a big challenge for organizations to undertake. At the very least, you build a connection with someone who can potentially help you down the You miss a hundred percent of the shots that you don't take. And the corollary to that though is I would also encourage people who are in leader leadership I, and I have a feeling, Patty, that you're a great mentor and ally for those in your organization across get to information so that we can monetize it and we can share it. in roles that protect revenue in the DevOps and operations role. a retailer, the postal service has to become a data driven company. So that for me is the biggest challenge. Innovating because we have the time, as I mentioned, you know, with the demand of consumers, Women of the Cloud, brought to you by aws, a special program series.
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The Truth About MySQL HeatWave
>>When Oracle acquired my SQL via the Sun acquisition, nobody really thought the company would put much effort into the platform preferring to focus all the wood behind its leading Oracle database, Arrow pun intended. But two years ago, Oracle surprised many folks by announcing my SQL Heatwave a new database as a service with a massively parallel hybrid Columbia in Mary Mary architecture that brings together transactional and analytic data in a single platform. Welcome to our latest database, power panel on the cube. My name is Dave Ante, and today we're gonna discuss Oracle's MySQL Heat Wave with a who's who of cloud database industry analysts. Holgar Mueller is with Constellation Research. Mark Stammer is the Dragon Slayer and Wikibon contributor. And Ron Westfall is with Fu Chim Research. Gentlemen, welcome back to the Cube. Always a pleasure to have you on. Thanks for having us. Great to be here. >>So we've had a number of of deep dive interviews on the Cube with Nip and Aggarwal. You guys know him? He's a senior vice president of MySQL, Heatwave Development at Oracle. I think you just saw him at Oracle Cloud World and he's come on to describe this is gonna, I'll call it a shock and awe feature additions to to heatwave. You know, the company's clearly putting r and d into the platform and I think at at cloud world we saw like the fifth major release since 2020 when they first announced MySQL heat wave. So just listing a few, they, they got, they taken, brought in analytics machine learning, they got autopilot for machine learning, which is automation onto the basic o l TP functionality of the database. And it's been interesting to watch Oracle's converge database strategy. We've contrasted that amongst ourselves. Love to get your thoughts on Amazon's get the right tool for the right job approach. >>Are they gonna have to change that? You know, Amazon's got the specialized databases, it's just, you know, the both companies are doing well. It just shows there are a lot of ways to, to skin a cat cuz you see some traction in the market in, in both approaches. So today we're gonna focus on the latest heat wave announcements and we're gonna talk about multi-cloud with a native MySQL heat wave implementation, which is available on aws MySQL heat wave for Azure via the Oracle Microsoft interconnect. This kind of cool hybrid action that they got going. Sometimes we call it super cloud. And then we're gonna dive into my SQL Heatwave Lake house, which allows users to process and query data across MyQ databases as heatwave databases, as well as object stores. So, and then we've got, heatwave has been announced on AWS and, and, and Azure, they're available now and Lake House I believe is in beta and I think it's coming out the second half of next year. So again, all of our guests are fresh off of Oracle Cloud world in Las Vegas. So they got the latest scoop. Guys, I'm done talking. Let's get into it. Mark, maybe you could start us off, what's your opinion of my SQL Heatwaves competitive position? When you think about what AWS is doing, you know, Google is, you know, we heard Google Cloud next recently, we heard about all their data innovations. You got, obviously Azure's got a big portfolio, snowflakes doing well in the market. What's your take? >>Well, first let's look at it from the point of view that AWS is the market leader in cloud and cloud services. They own somewhere between 30 to 50% depending on who you read of the market. And then you have Azure as number two and after that it falls off. There's gcp, Google Cloud platform, which is further way down the list and then Oracle and IBM and Alibaba. So when you look at AWS and you and Azure saying, hey, these are the market leaders in the cloud, then you start looking at it and saying, if I am going to provide a service that competes with the service they have, if I can make it available in their cloud, it means that I can be more competitive. And if I'm compelling and compelling means at least twice the performance or functionality or both at half the price, I should be able to gain market share. >>And that's what Oracle's done. They've taken a superior product in my SQL heat wave, which is faster, lower cost does more for a lot less at the end of the day and they make it available to the users of those clouds. You avoid this little thing called egress fees, you avoid the issue of having to migrate from one cloud to another and suddenly you have a very compelling offer. So I look at what Oracle's doing with MyQ and it feels like, I'm gonna use a word term, a flanking maneuver to their competition. They're offering a better service on their platforms. >>All right, so thank you for that. Holger, we've seen this sort of cadence, I sort of referenced it up front a little bit and they sat on MySQL for a decade, then all of a sudden we see this rush of announcements. Why did it take so long? And and more importantly is Oracle, are they developing the right features that cloud database customers are looking for in your view? >>Yeah, great question, but first of all, in your interview you said it's the edit analytics, right? Analytics is kind of like a marketing buzzword. Reports can be analytics, right? The interesting thing, which they did, the first thing they, they, they crossed the chasm between OTP and all up, right? In the same database, right? So major engineering feed very much what customers want and it's all about creating Bellevue for customers, which, which I think is the part why they go into the multi-cloud and why they add these capabilities. And they certainly with the AI capabilities, it's kind of like getting it into an autonomous field, self-driving field now with the lake cost capabilities and meeting customers where they are, like Mark has talked about the e risk costs in the cloud. So that that's a significant advantage, creating value for customers and that's what at the end of the day matters. >>And I believe strongly that long term it's gonna be ones who create better value for customers who will get more of their money From that perspective, why then take them so long? I think it's a great question. I think largely he mentioned the gentleman Nial, it's largely to who leads a product. I used to build products too, so maybe I'm a little fooling myself here, but that made the difference in my view, right? So since he's been charged, he's been building things faster than the rest of the competition, than my SQL space, which in hindsight we thought was a hot and smoking innovation phase. It kind of like was a little self complacent when it comes to the traditional borders of where, where people think, where things are separated between OTP and ola or as an example of adjacent support, right? Structured documents, whereas unstructured documents or databases and all of that has been collapsed and brought together for building a more powerful database for customers. >>So I mean it's certainly, you know, when, when Oracle talks about the competitors, you know, the competitors are in the, I always say they're, if the Oracle talks about you and knows you're doing well, so they talk a lot about aws, talk a little bit about Snowflake, you know, sort of Google, they have partnerships with Azure, but, but in, so I'm presuming that the response in MySQL heatwave was really in, in response to what they were seeing from those big competitors. But then you had Maria DB coming out, you know, the day that that Oracle acquired Sun and, and launching and going after the MySQL base. So it's, I'm, I'm interested and we'll talk about this later and what you guys think AWS and Google and Azure and Snowflake and how they're gonna respond. But, but before I do that, Ron, I want to ask you, you, you, you can get, you know, pretty technical and you've probably seen the benchmarks. >>I know you have Oracle makes a big deal out of it, publishes its benchmarks, makes some transparent on on GI GitHub. Larry Ellison talked about this in his keynote at Cloud World. What are the benchmarks show in general? I mean, when you, when you're new to the market, you gotta have a story like Mark was saying, you gotta be two x you know, the performance at half the cost or you better be or you're not gonna get any market share. So, and, and you know, oftentimes companies don't publish market benchmarks when they're leading. They do it when they, they need to gain share. So what do you make of the benchmarks? Have their, any results that were surprising to you? Have, you know, they been challenged by the competitors. Is it just a bunch of kind of desperate bench marketing to make some noise in the market or you know, are they real? What's your view? >>Well, from my perspective, I think they have the validity. And to your point, I believe that when it comes to competitor responses, that has not really happened. Nobody has like pulled down the information that's on GitHub and said, Oh, here are our price performance results. And they counter oracles. In fact, I think part of the reason why that hasn't happened is that there's the risk if Oracle's coming out and saying, Hey, we can deliver 17 times better query performance using our capabilities versus say, Snowflake when it comes to, you know, the Lakehouse platform and Snowflake turns around and says it's actually only 15 times better during performance, that's not exactly an effective maneuver. And so I think this is really to oracle's credit and I think it's refreshing because these differentiators are significant. We're not talking, you know, like 1.2% differences. We're talking 17 fold differences, we're talking six fold differences depending on, you know, where the spotlight is being shined and so forth. >>And so I think this is actually something that is actually too good to believe initially at first blush. If I'm a cloud database decision maker, I really have to prioritize this. I really would know, pay a lot more attention to this. And that's why I posed the question to Oracle and others like, okay, if these differentiators are so significant, why isn't the needle moving a bit more? And it's for, you know, some of the usual reasons. One is really deep discounting coming from, you know, the other players that's really kind of, you know, marketing 1 0 1, this is something you need to do when there's a real competitive threat to keep, you know, a customer in your own customer base. Plus there is the usual fear and uncertainty about moving from one platform to another. But I think, you know, the traction, the momentum is, is shifting an Oracle's favor. I think we saw that in the Q1 efforts, for example, where Oracle cloud grew 44% and that it generated, you know, 4.8 billion and revenue if I recall correctly. And so, so all these are demonstrating that's Oracle is making, I think many of the right moves, publishing these figures for anybody to look at from their own perspective is something that is, I think, good for the market and I think it's just gonna continue to pay dividends for Oracle down the horizon as you know, competition intens plots. So if I were in, >>Dave, can I, Dave, can I interject something and, and what Ron just said there? Yeah, please go ahead. A couple things here, one discounting, which is a common practice when you have a real threat, as Ron pointed out, isn't going to help much in this situation simply because you can't discount to the point where you improve your performance and the performance is a huge differentiator. You may be able to get your price down, but the problem that most of them have is they don't have an integrated product service. They don't have an integrated O L T P O L A P M L N data lake. Even if you cut out two of them, they don't have any of them integrated. They have multiple services that are required separate integration and that can't be overcome with discounting. And the, they, you have to pay for each one of these. And oh, by the way, as you grow, the discounts go away. So that's a, it's a minor important detail. >>So, so that's a TCO question mark, right? And I know you look at this a lot, if I had that kind of price performance advantage, I would be pounding tco, especially if I need two separate databases to do the job. That one can do, that's gonna be, the TCO numbers are gonna be off the chart or maybe down the chart, which you want. Have you looked at this and how does it compare with, you know, the big cloud guys, for example, >>I've looked at it in depth, in fact, I'm working on another TCO on this arena, but you can find it on Wiki bod in which I compared TCO for MySEQ Heat wave versus Aurora plus Redshift plus ML plus Blue. I've compared it against gcps services, Azure services, Snowflake with other services. And there's just no comparison. The, the TCO differences are huge. More importantly, thefor, the, the TCO per performance is huge. We're talking in some cases multiple orders of magnitude, but at least an order of magnitude difference. So discounting isn't gonna help you much at the end of the day, it's only going to lower your cost a little, but it doesn't improve the automation, it doesn't improve the performance, it doesn't improve the time to insight, it doesn't improve all those things that you want out of a database or multiple databases because you >>Can't discount yourself to a higher value proposition. >>So what about, I wonder ho if you could chime in on the developer angle. You, you followed that, that market. How do these innovations from heatwave, I think you used the term developer velocity. I've heard you used that before. Yeah, I mean, look, Oracle owns Java, okay, so it, it's, you know, most popular, you know, programming language in the world, blah, blah blah. But it does it have the, the minds and hearts of, of developers and does, where does heatwave fit into that equation? >>I think heatwave is gaining quickly mindshare on the developer side, right? It's not the traditional no sequel database which grew up, there's a traditional mistrust of oracles to developers to what was happening to open source when gets acquired. Like in the case of Oracle versus Java and where my sql, right? And, but we know it's not a good competitive strategy to, to bank on Oracle screwing up because it hasn't worked not on Java known my sequel, right? And for developers, it's, once you get to know a technology product and you can do more, it becomes kind of like a Swiss army knife and you can build more use case, you can build more powerful applications. That's super, super important because you don't have to get certified in multiple databases. You, you are fast at getting things done, you achieve fire, develop velocity, and the managers are happy because they don't have to license more things, send you to more trainings, have more risk of something not being delivered, right? >>So it's really the, we see the suite where this best of breed play happening here, which in general was happening before already with Oracle's flagship database. Whereas those Amazon as an example, right? And now the interesting thing is every step away Oracle was always a one database company that can be only one and they're now generally talking about heat web and that two database company with different market spaces, but same value proposition of integrating more things very, very quickly to have a universal database that I call, they call the converge database for all the needs of an enterprise to run certain application use cases. And that's what's attractive to developers. >>It's, it's ironic isn't it? I mean I, you know, the rumor was the TK Thomas Curian left Oracle cuz he wanted to put Oracle database on other clouds and other places. And maybe that was the rift. Maybe there was, I'm sure there was other things, but, but Oracle clearly is now trying to expand its Tam Ron with, with heatwave into aws, into Azure. How do you think Oracle's gonna do, you were at a cloud world, what was the sentiment from customers and the independent analyst? Is this just Oracle trying to screw with the competition, create a little diversion? Or is this, you know, serious business for Oracle? What do you think? >>No, I think it has lakes. I think it's definitely, again, attriting to Oracle's overall ability to differentiate not only my SQL heat wave, but its overall portfolio. And I think the fact that they do have the alliance with the Azure in place, that this is definitely demonstrating their commitment to meeting the multi-cloud needs of its customers as well as what we pointed to in terms of the fact that they're now offering, you know, MySQL capabilities within AWS natively and that it can now perform AWS's own offering. And I think this is all demonstrating that Oracle is, you know, not letting up, they're not resting on its laurels. That's clearly we are living in a multi-cloud world, so why not just make it more easy for customers to be able to use cloud databases according to their own specific, specific needs. And I think, you know, to holder's point, I think that definitely lines with being able to bring on more application developers to leverage these capabilities. >>I think one important announcement that's related to all this was the JSON relational duality capabilities where now it's a lot easier for application developers to use a language that they're very familiar with a JS O and not have to worry about going into relational databases to store their J S O N application coding. So this is, I think an example of the innovation that's enhancing the overall Oracle portfolio and certainly all the work with machine learning is definitely paying dividends as well. And as a result, I see Oracle continue to make these inroads that we pointed to. But I agree with Mark, you know, the short term discounting is just a stall tag. This is not denying the fact that Oracle is being able to not only deliver price performance differentiators that are dramatic, but also meeting a wide range of needs for customers out there that aren't just limited device performance consideration. >>Being able to support multi-cloud according to customer needs. Being able to reach out to the application developer community and address a very specific challenge that has plagued them for many years now. So bring it all together. Yeah, I see this as just enabling Oracles who ring true with customers. That the customers that were there were basically all of them, even though not all of them are going to be saying the same things, they're all basically saying positive feedback. And likewise, I think the analyst community is seeing this. It's always refreshing to be able to talk to customers directly and at Oracle cloud there was a litany of them and so this is just a difference maker as well as being able to talk to strategic partners. The nvidia, I think partnerships also testament to Oracle's ongoing ability to, you know, make the ecosystem more user friendly for the customers out there. >>Yeah, it's interesting when you get these all in one tools, you know, the Swiss Army knife, you expect that it's not able to be best of breed. That's the kind of surprising thing that I'm hearing about, about heatwave. I want to, I want to talk about Lake House because when I think of Lake House, I think data bricks, and to my knowledge data bricks hasn't been in the sites of Oracle yet. Maybe they're next, but, but Oracle claims that MySQL, heatwave, Lakehouse is a breakthrough in terms of capacity and performance. Mark, what are your thoughts on that? Can you double click on, on Lakehouse Oracle's claims for things like query performance and data loading? What does it mean for the market? Is Oracle really leading in, in the lake house competitive landscape? What are your thoughts? >>Well, but name in the game is what are the problems you're solving for the customer? More importantly, are those problems urgent or important? If they're urgent, customers wanna solve 'em. Now if they're important, they might get around to them. So you look at what they're doing with Lake House or previous to that machine learning or previous to that automation or previous to that O L A with O ltp and they're merging all this capability together. If you look at Snowflake or data bricks, they're tacking one problem. You look at MyQ heat wave, they're tacking multiple problems. So when you say, yeah, their queries are much better against the lake house in combination with other analytics in combination with O ltp and the fact that there are no ETLs. So you're getting all this done in real time. So it's, it's doing the query cross, cross everything in real time. >>You're solving multiple user and developer problems, you're increasing their ability to get insight faster, you're having shorter response times. So yeah, they really are solving urgent problems for customers. And by putting it where the customer lives, this is the brilliance of actually being multicloud. And I know I'm backing up here a second, but by making it work in AWS and Azure where people already live, where they already have applications, what they're saying is, we're bringing it to you. You don't have to come to us to get these, these benefits, this value overall, I think it's a brilliant strategy. I give Nip and Argo wallet a huge, huge kudos for what he's doing there. So yes, what they're doing with the lake house is going to put notice on data bricks and Snowflake and everyone else for that matter. Well >>Those are guys that whole ago you, you and I have talked about this. Those are, those are the guys that are doing sort of the best of breed. You know, they're really focused and they, you know, tend to do well at least out of the gate. Now you got Oracle's converged philosophy, obviously with Oracle database. We've seen that now it's kicking in gear with, with heatwave, you know, this whole thing of sweets versus best of breed. I mean the long term, you know, customers tend to migrate towards suite, but the new shiny toy tends to get the growth. How do you think this is gonna play out in cloud database? >>Well, it's the forever never ending story, right? And in software right suite, whereas best of breed and so far in the long run suites have always won, right? So, and sometimes they struggle again because the inherent problem of sweets is you build something larger, it has more complexity and that means your cycles to get everything working together to integrate the test that roll it out, certify whatever it is, takes you longer, right? And that's not the case. It's a fascinating part of what the effort around my SQL heat wave is that the team is out executing the previous best of breed data, bringing us something together. Now if they can maintain that pace, that's something to to, to be seen. But it, the strategy, like what Mark was saying, bring the software to the data is of course interesting and unique and totally an Oracle issue in the past, right? >>Yeah. But it had to be in your database on oci. And but at, that's an interesting part. The interesting thing on the Lake health side is, right, there's three key benefits of a lakehouse. The first one is better reporting analytics, bring more rich information together, like make the, the, the case for silicon angle, right? We want to see engagements for this video, we want to know what's happening. That's a mixed transactional video media use case, right? Typical Lakehouse use case. The next one is to build more rich applications, transactional applications which have video and these elements in there, which are the engaging one. And the third one, and that's where I'm a little critical and concerned, is it's really the base platform for artificial intelligence, right? To run deep learning to run things automatically because they have all the data in one place can create in one way. >>And that's where Oracle, I know that Ron talked about Invidia for a moment, but that's where Oracle doesn't have the strongest best story. Nonetheless, the two other main use cases of the lake house are very strong, very well only concern is four 50 terabyte sounds long. It's an arbitrary limitation. Yeah, sounds as big. So for the start, and it's the first word, they can make that bigger. You don't want your lake house to be limited and the terabyte sizes or any even petabyte size because you want to have the certainty. I can put everything in there that I think it might be relevant without knowing what questions to ask and query those questions. >>Yeah. And you know, in the early days of no schema on right, it just became a mess. But now technology has evolved to allow us to actually get more value out of that data. Data lake. Data swamp is, you know, not much more, more, more, more logical. But, and I want to get in, in a moment, I want to come back to how you think the competitors are gonna respond. Are they gonna have to sort of do a more of a converged approach? AWS in particular? But before I do, Ron, I want to ask you a question about autopilot because I heard Larry Ellison's keynote and he was talking about how, you know, most security issues are human errors with autonomy and autonomous database and things like autopilot. We take care of that. It's like autonomous vehicles, they're gonna be safer. And I went, well maybe, maybe someday. So Oracle really tries to emphasize this, that every time you see an announcement from Oracle, they talk about new, you know, autonomous capabilities. It, how legit is it? Do people care? What about, you know, what's new for heatwave Lakehouse? How much of a differentiator, Ron, do you really think autopilot is in this cloud database space? >>Yeah, I think it will definitely enhance the overall proposition. I don't think people are gonna buy, you know, lake house exclusively cause of autopilot capabilities, but when they look at the overall picture, I think it will be an added capability bonus to Oracle's benefit. And yeah, I think it's kind of one of these age old questions, how much do you automate and what is the bounce to strike? And I think we all understand with the automatic car, autonomous car analogy that there are limitations to being able to use that. However, I think it's a tool that basically every organization out there needs to at least have or at least evaluate because it goes to the point of it helps with ease of use, it helps make automation more balanced in terms of, you know, being able to test, all right, let's automate this process and see if it works well, then we can go on and switch on on autopilot for other processes. >>And then, you know, that allows, for example, the specialists to spend more time on business use cases versus, you know, manual maintenance of, of the cloud database and so forth. So I think that actually is a, a legitimate value proposition. I think it's just gonna be a case by case basis. Some organizations are gonna be more aggressive with putting automation throughout their processes throughout their organization. Others are gonna be more cautious. But it's gonna be, again, something that will help the overall Oracle proposition. And something that I think will be used with caution by many organizations, but other organizations are gonna like, hey, great, this is something that is really answering a real problem. And that is just easing the use of these databases, but also being able to better handle the automation capabilities and benefits that come with it without having, you know, a major screwup happened and the process of transitioning to more automated capabilities. >>Now, I didn't attend cloud world, it's just too many red eyes, you know, recently, so I passed. But one of the things I like to do at those events is talk to customers, you know, in the spirit of the truth, you know, they, you know, you'd have the hallway, you know, track and to talk to customers and they say, Hey, you know, here's the good, the bad and the ugly. So did you guys, did you talk to any customers my SQL Heatwave customers at, at cloud world? And and what did you learn? I don't know, Mark, did you, did you have any luck and, and having some, some private conversations? >>Yeah, I had quite a few private conversations. The one thing before I get to that, I want disagree with one point Ron made, I do believe there are customers out there buying the heat wave service, the MySEQ heat wave server service because of autopilot. Because autopilot is really revolutionary in many ways in the sense for the MySEQ developer in that it, it auto provisions, it auto parallel loads, IT auto data places it auto shape predictions. It can tell you what machine learning models are going to tell you, gonna give you your best results. And, and candidly, I've yet to meet a DBA who didn't wanna give up pedantic tasks that are pain in the kahoo, which they'd rather not do and if it's long as it was done right for them. So yes, I do think people are buying it because of autopilot and that's based on some of the conversations I had with customers at Oracle Cloud World. >>In fact, it was like, yeah, that's great, yeah, we get fantastic performance, but this really makes my life easier and I've yet to meet a DBA who didn't want to make their life easier. And it does. So yeah, I've talked to a few of them. They were excited. I asked them if they ran into any bugs, were there any difficulties in moving to it? And the answer was no. In both cases, it's interesting to note, my sequel is the most popular database on the planet. Well, some will argue that it's neck and neck with SQL Server, but if you add in Mariah DB and ProCon db, which are forks of MySQL, then yeah, by far and away it's the most popular. And as a result of that, everybody for the most part has typically a my sequel database somewhere in their organization. So this is a brilliant situation for anybody going after MyQ, but especially for heat wave. And the customers I talk to love it. I didn't find anybody complaining about it. And >>What about the migration? We talked about TCO earlier. Did your t does your TCO analysis include the migration cost or do you kind of conveniently leave that out or what? >>Well, when you look at migration costs, there are different kinds of migration costs. By the way, the worst job in the data center is the data migration manager. Forget it, no other job is as bad as that one. You get no attaboys for doing it. Right? And then when you screw up, oh boy. So in real terms, anything that can limit data migration is a good thing. And when you look at Data Lake, that limits data migration. So if you're already a MySEQ user, this is a pure MySQL as far as you're concerned. It's just a, a simple transition from one to the other. You may wanna make sure nothing broke and every you, all your tables are correct and your schema's, okay, but it's all the same. So it's a simple migration. So it's pretty much a non-event, right? When you migrate data from an O LTP to an O L A P, that's an ETL and that's gonna take time. >>But you don't have to do that with my SQL heat wave. So that's gone when you start talking about machine learning, again, you may have an etl, you may not, depending on the circumstances, but again, with my SQL heat wave, you don't, and you don't have duplicate storage, you don't have to copy it from one storage container to another to be able to be used in a different database, which by the way, ultimately adds much more cost than just the other service. So yeah, I looked at the migration and again, the users I talked to said it was a non-event. It was literally moving from one physical machine to another. If they had a new version of MySEQ running on something else and just wanted to migrate it over or just hook it up or just connect it to the data, it worked just fine. >>Okay, so every day it sounds like you guys feel, and we've certainly heard this, my colleague David Foyer, the semi-retired David Foyer was always very high on heatwave. So I think you knows got some real legitimacy here coming from a standing start, but I wanna talk about the competition, how they're likely to respond. I mean, if your AWS and you got heatwave is now in your cloud, so there's some good aspects of that. The database guys might not like that, but the infrastructure guys probably love it. Hey, more ways to sell, you know, EC two and graviton, but you're gonna, the database guys in AWS are gonna respond. They're gonna say, Hey, we got Redshift, we got aqua. What's your thoughts on, on not only how that's gonna resonate with customers, but I'm interested in what you guys think will a, I never say never about aws, you know, and are they gonna try to build, in your view a converged Oola and o LTP database? You know, Snowflake is taking an ecosystem approach. They've added in transactional capabilities to the portfolio so they're not standing still. What do you guys see in the competitive landscape in that regard going forward? Maybe Holger, you could start us off and anybody else who wants to can chime in, >>Happy to, you mentioned Snowflake last, we'll start there. I think Snowflake is imitating that strategy, right? That building out original data warehouse and the clouds tasking project to really proposition to have other data available there because AI is relevant for everybody. Ultimately people keep data in the cloud for ultimately running ai. So you see the same suite kind of like level strategy, it's gonna be a little harder because of the original positioning. How much would people know that you're doing other stuff? And I just, as a former developer manager of developers, I just don't see the speed at the moment happening at Snowflake to become really competitive to Oracle. On the flip side, putting my Oracle hat on for a moment back to you, Mark and Iran, right? What could Oracle still add? Because the, the big big things, right? The traditional chasms in the database world, they have built everything, right? >>So I, I really scratched my hat and gave Nipon a hard time at Cloud world say like, what could you be building? Destiny was very conservative. Let's get the Lakehouse thing done, it's gonna spring next year, right? And the AWS is really hard because AWS value proposition is these small innovation teams, right? That they build two pizza teams, which can be fit by two pizzas, not large teams, right? And you need suites to large teams to build these suites with lots of functionalities to make sure they work together. They're consistent, they have the same UX on the administration side, they can consume the same way, they have the same API registry, can't even stop going where the synergy comes to play over suite. So, so it's gonna be really, really hard for them to change that. But AWS super pragmatic. They're always by themselves that they'll listen to customers if they learn from customers suite as a proposition. I would not be surprised if AWS trying to bring things closer together, being morely together. >>Yeah. Well how about, can we talk about multicloud if, if, again, Oracle is very on on Oracle as you said before, but let's look forward, you know, half a year or a year. What do you think about Oracle's moves in, in multicloud in terms of what kind of penetration they're gonna have in the marketplace? You saw a lot of presentations at at cloud world, you know, we've looked pretty closely at the, the Microsoft Azure deal. I think that's really interesting. I've, I've called it a little bit of early days of a super cloud. What impact do you think this is gonna have on, on the marketplace? But, but both. And think about it within Oracle's customer base, I have no doubt they'll do great there. But what about beyond its existing install base? What do you guys think? >>Ryan, do you wanna jump on that? Go ahead. Go ahead Ryan. No, no, no, >>That's an excellent point. I think it aligns with what we've been talking about in terms of Lakehouse. I think Lake House will enable Oracle to pull more customers, more bicycle customers onto the Oracle platforms. And I think we're seeing all the signs pointing toward Oracle being able to make more inroads into the overall market. And that includes garnishing customers from the leaders in, in other words, because they are, you know, coming in as a innovator, a an alternative to, you know, the AWS proposition, the Google cloud proposition that they have less to lose and there's a result they can really drive the multi-cloud messaging to resonate with not only their existing customers, but also to be able to, to that question, Dave's posing actually garnish customers onto their platform. And, and that includes naturally my sequel but also OCI and so forth. So that's how I'm seeing this playing out. I think, you know, again, Oracle's reporting is indicating that, and I think what we saw, Oracle Cloud world is definitely validating the idea that Oracle can make more waves in the overall market in this regard. >>You know, I, I've floated this idea of Super cloud, it's kind of tongue in cheek, but, but there, I think there is some merit to it in terms of building on top of hyperscale infrastructure and abstracting some of the, that complexity. And one of the things that I'm most interested in is industry clouds and an Oracle acquisition of Cerner. I was struck by Larry Ellison's keynote, it was like, I don't know, an hour and a half and an hour and 15 minutes was focused on healthcare transformation. Well, >>So vertical, >>Right? And so, yeah, so you got Oracle's, you know, got some industry chops and you, and then you think about what they're building with, with not only oci, but then you got, you know, MyQ, you can now run in dedicated regions. You got ADB on on Exadata cloud to customer, you can put that OnPrem in in your data center and you look at what the other hyperscalers are, are doing. I I say other hyperscalers, I've always said Oracle's not really a hyperscaler, but they got a cloud so they're in the game. But you can't get, you know, big query OnPrem, you look at outposts, it's very limited in terms of, you know, the database support and again, that that will will evolve. But now you got Oracle's got, they announced Alloy, we can white label their cloud. So I'm interested in what you guys think about these moves, especially the industry cloud. We see, you know, Walmart is doing sort of their own cloud. You got Goldman Sachs doing a cloud. Do you, you guys, what do you think about that and what role does Oracle play? Any thoughts? >>Yeah, let me lemme jump on that for a moment. Now, especially with the MyQ, by making that available in multiple clouds, what they're doing is this follows the philosophy they've had the past with doing cloud, a customer taking the application and the data and putting it where the customer lives. If it's on premise, it's on premise. If it's in the cloud, it's in the cloud. By making the mice equal heat wave, essentially a plug compatible with any other mice equal as far as your, your database is concern and then giving you that integration with O L A P and ML and Data Lake and everything else, then what you've got is a compelling offering. You're making it easier for the customer to use. So I look the difference between MyQ and the Oracle database, MyQ is going to capture market more market share for them. >>You're not gonna find a lot of new users for the Oracle debate database. Yeah, there are always gonna be new users, don't get me wrong, but it's not gonna be a huge growth. Whereas my SQL heatwave is probably gonna be a major growth engine for Oracle going forward. Not just in their own cloud, but in AWS and in Azure and on premise over time that eventually it'll get there. It's not there now, but it will, they're doing the right thing on that basis. They're taking the services and when you talk about multicloud and making them available where the customer wants them, not forcing them to go where you want them, if that makes sense. And as far as where they're going in the future, I think they're gonna take a page outta what they've done with the Oracle database. They'll add things like JSON and XML and time series and spatial over time they'll make it a, a complete converged database like they did with the Oracle database. The difference being Oracle database will scale bigger and will have more transactions and be somewhat faster. And my SQL will be, for anyone who's not on the Oracle database, they're, they're not stupid, that's for sure. >>They've done Jason already. Right. But I give you that they could add graph and time series, right. Since eat with, Right, Right. Yeah, that's something absolutely right. That's, that's >>A sort of a logical move, right? >>Right. But that's, that's some kid ourselves, right? I mean has worked in Oracle's favor, right? 10 x 20 x, the amount of r and d, which is in the MyQ space, has been poured at trying to snatch workloads away from Oracle by starting with IBM 30 years ago, 20 years ago, Microsoft and, and, and, and didn't work, right? Database applications are extremely sticky when they run, you don't want to touch SIM and grow them, right? So that doesn't mean that heat phase is not an attractive offering, but it will be net new things, right? And what works in my SQL heat wave heat phases favor a little bit is it's not the massive enterprise applications which have like we the nails like, like you might be only running 30% or Oracle, but the connections and the interfaces into that is, is like 70, 80% of your enterprise. >>You take it out and it's like the spaghetti ball where you say, ah, no I really don't, don't want to do all that. Right? You don't, don't have that massive part with the equals heat phase sequel kind of like database which are more smaller tactical in comparison, but still I, I don't see them taking so much share. They will be growing because of a attractive value proposition quickly on the, the multi-cloud, right? I think it's not really multi-cloud. If you give people the chance to run your offering on different clouds, right? You can run it there. The multi-cloud advantages when the Uber offering comes out, which allows you to do things across those installations, right? I can migrate data, I can create data across something like Google has done with B query Omni, I can run predictive models or even make iron models in different place and distribute them, right? And Oracle is paving the road for that, but being available on these clouds. But the multi-cloud capability of database which knows I'm running on different clouds that is still yet to be built there. >>Yeah. And >>That the problem with >>That, that's the super cloud concept that I flowed and I I've always said kinda snowflake with a single global instance is sort of, you know, headed in that direction and maybe has a league. What's the issue with that mark? >>Yeah, the problem with the, with that version, the multi-cloud is clouds to charge egress fees. As long as they charge egress fees to move data between clouds, it's gonna make it very difficult to do a real multi-cloud implementation. Even Snowflake, which runs multi-cloud, has to pass out on the egress fees of their customer when data moves between clouds. And that's really expensive. I mean there, there is one customer I talked to who is beta testing for them, the MySQL heatwave and aws. The only reason they didn't want to do that until it was running on AWS is the egress fees were so great to move it to OCI that they couldn't afford it. Yeah. Egress fees are the big issue but, >>But Mark the, the point might be you might wanna root query and only get the results set back, right was much more tinier, which been the answer before for low latency between the class A problem, which we sometimes still have but mostly don't have. Right? And I think in general this with fees coming down based on the Oracle general E with fee move and it's very hard to justify those, right? But, but it's, it's not about moving data as a multi-cloud high value use case. It's about doing intelligent things with that data, right? Putting into other places, replicating it, what I'm saying the same thing what you said before, running remote queries on that, analyzing it, running AI on it, running AI models on that. That's the interesting thing. Cross administered in the same way. Taking things out, making sure compliance happens. Making sure when Ron says I don't want to be American anymore, I want to be in the European cloud that is gets migrated, right? So tho those are the interesting value use case which are really, really hard for enterprise to program hand by hand by developers and they would love to have out of the box and that's yet the innovation to come to, we have to come to see. But the first step to get there is that your software runs in multiple clouds and that's what Oracle's doing so well with my SQL >>Guys. Amazing. >>Go ahead. Yeah. >>Yeah. >>For example, >>Amazing amount of data knowledge and, and brain power in this market. Guys, I really want to thank you for coming on to the cube. Ron Holger. Mark, always a pleasure to have you on. Really appreciate your time. >>Well all the last names we're very happy for Romanic last and moderator. Thanks Dave for moderating us. All right, >>We'll see. We'll see you guys around. Safe travels to all and thank you for watching this power panel, The Truth About My SQL Heat Wave on the cube. Your leader in enterprise and emerging tech coverage.
SUMMARY :
Always a pleasure to have you on. I think you just saw him at Oracle Cloud World and he's come on to describe this is doing, you know, Google is, you know, we heard Google Cloud next recently, They own somewhere between 30 to 50% depending on who you read migrate from one cloud to another and suddenly you have a very compelling offer. All right, so thank you for that. And they certainly with the AI capabilities, And I believe strongly that long term it's gonna be ones who create better value for So I mean it's certainly, you know, when, when Oracle talks about the competitors, So what do you make of the benchmarks? say, Snowflake when it comes to, you know, the Lakehouse platform and threat to keep, you know, a customer in your own customer base. And oh, by the way, as you grow, And I know you look at this a lot, to insight, it doesn't improve all those things that you want out of a database or multiple databases So what about, I wonder ho if you could chime in on the developer angle. they don't have to license more things, send you to more trainings, have more risk of something not being delivered, all the needs of an enterprise to run certain application use cases. I mean I, you know, the rumor was the TK Thomas Curian left Oracle And I think, you know, to holder's point, I think that definitely lines But I agree with Mark, you know, the short term discounting is just a stall tag. testament to Oracle's ongoing ability to, you know, make the ecosystem Yeah, it's interesting when you get these all in one tools, you know, the Swiss Army knife, you expect that it's not able So when you say, yeah, their queries are much better against the lake house in You don't have to come to us to get these, these benefits, I mean the long term, you know, customers tend to migrate towards suite, but the new shiny bring the software to the data is of course interesting and unique and totally an Oracle issue in And the third one, lake house to be limited and the terabyte sizes or any even petabyte size because you want keynote and he was talking about how, you know, most security issues are human I don't think people are gonna buy, you know, lake house exclusively cause of And then, you know, that allows, for example, the specialists to And and what did you learn? The one thing before I get to that, I want disagree with And the customers I talk to love it. the migration cost or do you kind of conveniently leave that out or what? And when you look at Data Lake, that limits data migration. So that's gone when you start talking about So I think you knows got some real legitimacy here coming from a standing start, So you see the same And you need suites to large teams to build these suites with lots of functionalities You saw a lot of presentations at at cloud world, you know, we've looked pretty closely at Ryan, do you wanna jump on that? I think, you know, again, Oracle's reporting I think there is some merit to it in terms of building on top of hyperscale infrastructure and to customer, you can put that OnPrem in in your data center and you look at what the So I look the difference between MyQ and the Oracle database, MyQ is going to capture market They're taking the services and when you talk about multicloud and But I give you that they could add graph and time series, right. like, like you might be only running 30% or Oracle, but the connections and the interfaces into You take it out and it's like the spaghetti ball where you say, ah, no I really don't, global instance is sort of, you know, headed in that direction and maybe has a league. Yeah, the problem with the, with that version, the multi-cloud is clouds And I think in general this with fees coming down based on the Oracle general E with fee move Yeah. Guys, I really want to thank you for coming on to the cube. Well all the last names we're very happy for Romanic last and moderator. We'll see you guys around.
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Keynote Analysis | UiPath Forward5
>>The Cube presents UI Path Forward five, brought to you by UI Path. >>Hi everybody. Welcome to Las Vegas. We're here in the Venetian, formerly the Sans Convention Center covering UI Path Forward five. This is the fourth time the Cube has covered forward, not counting the years during Covid, but UiPath was one of the first companies last year to bring back physical events. We did it at the Bellagio last year, Lisa Martin and myself. Today, my co-host is David Nicholson, coming off of last week's awesome CrowdStrike show back here in Vegas. David talking about UI path. UI path is a company that had a very strange path, as I wrote one time to IPO this company that was founded in 2005 and was basically a development shop. And then they realized they got lightning in a bottle with this RPA thing. Yeah. And Daniel Deez, the founder of the company, just really drove it hard and they really didn't do any big kind of VC raise for several years. >>And then all of a sudden, boom, the rocket ship took off, kind of really got out over their skis a little bit, but then got to IPO and, and has had a very successful sort of penetration into the market. The IPO obviously has not gone as well. We can talk about that, but, but they've hit a billion dollars in arr. There aren't a lot of companies that, you know, have hit a billion dollars in ARR that quickly. These guys had massive valuations that were cut back, obviously with the, with the downturn, but also some execution misuses. But the one thing about UiPath, Dave, is they've been very successful at penetrating customers. And that's the thing you always get at forward customer stories. And the other thing I'll, I'll, I'll add is that it started out with the narrative was, oh, automation software, robots, they're gonna take away jobs. The opposite has happened, the zero unemployment. Now basically we're heading into a recession, we're actually probably in a recession. And so how do you combat a recession? You put automation to work and gain if, if, if, if inflation is five to 7% and you can get 20% from automation. Well, it's a good roi. But you sat in the keynotes, it was really your first exposure to the company. What were your thoughts? >>Yeah, I think the whole subject is interesting. I think if you've been involved in tech for a while, the first thing you think of is, well, hold on a second. Isn't this just high tech scripting? Aren't you essentially just automating stuff? How, how cool can that possibly be? >>Well, it kinda was in the >>Beginning. Yeah, yeah. But, but, but when you dig into it, to your, to your point about the concern about displacing human beings, the first things that can automate it are the mundane and the repetitive tasks, which then frees individuals up frontline individuals who are doing those tasks to do more strategic things for the business. So when you, when we, you know, one of the things that was talked about in the keynote was this idea of an army of citizen developers within an organization. Not, you know, not just folks who are innovating and automating at the core of enterprise applications, but also folks out on the front line automating the tasks that are interfering with their productivity. So it seems like it's a win-win for, for everybody throughout the enterprise. >>Yeah. So let's take a, let's take folks through the, the keynote to, basically we learned there are 3,500 people here, roughly, you know, we're in the Venetian and we do a lot of shows at, at the Venetian, formerly the San Convention Center. The one thing about UiPath, they, they are a cool company. Yeah, they are orange colors, kinda like pure storage, but they got the robots moving around. The setup is very nice, it's very welcoming and very cool, but 300 3500 attendees, including partners and UiPath employees, 250 sessions. They've got a CIO, automation council and a pickleball court inside this hall, which pickleball is, you know, all the rage. So Bobby, Patrick and Mary Telo kicked it off. Bobby's the cmo, Mary's the head of branding, and Bobby raised four themes. It it, this is a tool that it's, this is RPA is going from a tool to a way of operating and innovating. >>The second thing is, the big news here is the UI path business platform, something like that. They're calling, but they're talking about about platform and they're really super gluing that to digital transformation. The third is really outcomes shifting from tactical. I have a robot, a software robot on my desk doing, you know, mimicking what I do with the script to something that's transformative. We're seeing this operationalized very deeply. We'll go into some examples. And then the fourth theme is automation is being featured as a strategic line item in annual reports. Bobby Patrick, as he left the stage, I think he was commenting on my piece where I said that RPA automation is more discretionary than some other things. He said, this is not discretionary, it's strategic. You know, unfortunately when you're heading into a recession, you can, you can put off some of the more strategic items. However, the flip side of that, Dave, is as they were saying before, if you're gonna, if if you're, if you're looking at five to 7% inflation may be a way to attack that is with automation. Yeah. >>There's no question, there's no question that automation is a way to attack that. There's no question that automation is critical moving forward. There's no question that we have moved. We're in the, you know, we're, we're still in the age of cloud, but automation is gonna be absolutely critical. The question is, what will UI path's role be in that market? And, and, and when you hear, when you hear UI path talk about platform versus tool sets and things like that, that's a critical differentiator because if they are just a tool, then why wouldn't someone exploit a tool that is within an application environment instead of exploiting a platform? So what I'm gonna be looking for in terms of the, the folks we talked to over the next few days is this question of, you know, make the case that this is actually a platform that extends across all kinds of application environments. If they can't seize that high ground moving forward, it's it's gonna be, it's gonna be tough for them. >>Well, they're betting the company on >>That, that's Rob Ensslin coming in. That's why he's part of the, the equation. But >>That platform play is they are betting the company. And, and the reason is, so the, the, the history here is in the early days of this sort of RPA craze, Automation Anywhere and UI path went out, they both raised a ton of money. UI Path rocketed out to the lead. They had a much e easier to install, you know, Automation Anywhere, Blue Prism, some of the other legacy business process folks, you know, kind of had on-prem, Big Stacks, UiPath came in a really simple self-serve platform and took off and really got a foothold in the market. And then started building or or making some of these acquisitions like Process Gold, like cloud elements, which is API automation. More recently Reiner, We, which is natural language processing. We heard them up on the stage today and they've been putting that together to do not just rpa but process mining, task mining, you know, document automation, et cetera. >>And so Rob Ins insulin was brought in from Google, formerly Google and SAP, to really provide that sort of financial and go to market expertise as well as Shim Gupta who's, who's the cfo. So they, they, and they were kinda late with that. They sort of did all this post ipo. I wish they had done it, you know, somewhat beforehand, but they're sort of bringing in that adult supervision supervision that's necessary. Rob Sland, I thought was very cogent. He was assertive on stage, he was really clear, he was energetic. He talked about the phases, e r p, Internet cloud and the now automation is a new S-curve. He quoted a Forester analyst talking about that. He also had a great quote. He said, you know, the old adage better, faster, cheaper, pick two. He said, You don't have to do that anymore with automation. He cited reports from analysts, 50% efficiency improvement, 40% productivity improvement, 40% improvement in customer satisfaction. >>And then what I always, again, love about UiPath is they're no shortage of customers. They do as good a job as anybody, and I think I would say the best of, of, of getting customers to talk about their experiences. You'll see that on the cube all this week, talked about Changi airport from Singapore. They're adding 50 able to service 50 million new customers, new travelers with no new headcount company called Vital or retail. And how you say that a hundred thousand employees having access to it. Uber, 150% ROI in one year. New York state getting 1.2 million relief checks out in two weeks and identifying potentially 12 billion in fraud. They also talk about 25% of the, of the UI path finance team is digital. And they've, they've only incremented headcount, you know, very slightly one and a half times their revenue's grown. What a 10 x? And really he talked about how to, for how to turn automation into a force multiplier for growth. And to your point, I think that's their challenge. What were your thoughts on Rob ens insulin's keynote? >>First of all, in addition to his background, Rob brings a brand with him. Rob Ensslin is a brand, and that brand is enterprise overarching platform. Someone you go to for that platform play, not for a tool set. And again, I'll, I'll say it again. It's critically important that they, that they demonstrate this to the marketplace, that they are a platform worth embracing as opposed to simply a tool set. Because the large enterprise software providers are going to provide their own tool sets within their platforms. And if you can't convince someone that it's worth doing two things instead of one thing, you're, you're, you're never gonna make it. So I've had experiences with Rob when he was at Google. He's, he's, he's the right person for the job and I, and I I I buy into his strategy and narrative about where we are and the critical nature of automation question remains, will you I path to be able to benefit from that trend. >>So a couple things on that. So your point about sap, you know, is right on EY was up on stage. They, EY is a huge SAP customer and they chose UI path to automate their SAP installation, right? And they're going all in with UI path as a partner. Of course. I I often like to say that the global system integrators, they like to eat at the trough, right? When you see GSIs like EY and others coming into the ecosystem, that means there's business being done. We saw Orange up on stage, which was really interesting. >>Javier from Spain. Yeah. Yep. >>Talking about he had this really cool dashboard and then Ted Coomer was talking about the business automation platform and all the different chapters and the evolution. They've gotta get to a platform play because the thing I failed to mention is Microsoft a couple years ago made a tuck in acquisition and got it to this market really providing individual automations and making it, you know, it's Microsoft, they're gonna make it really easy to add it really >>Cheaply. SAP would tell you that they have the same thing and, >>And then, and then just grow from that. So UiPath has to pivot to a platform play. They started this back in 2019, but as you know, it takes a long time to integrate stuff. Okay. So they're, they're, they're working through that. But this is, you know, Rob ends and put up on the, the slide go big, I, I tweeted, took a page outta Michael Dell. Go big or go home. Final thoughts before we break? >>I think go big or go home is pretty much sums it up. I mean this is, this is an existential mission that UiPath is on right now, starting to stay forward. They need to seize that high ground of platform versus tool set. Otherwise they will never get beyond where they are now. I I I, I do wanna mention too, to folks in the audience, there's a huge difference between a billion dollar valuation and a billion dollars in revenue every year. So, so, you know, these, these guys have reached a milestone, there's no question about that. But to get to that next level platform, platform, platform, and I know we'll be, we'll be probing our guests on that question over the next couple years. >>Yeah. And the key is obviously gonna be keep servicing the customers, you know, all the financial machinations and you know, they reduced yesterday their guidance from the high end being 25% ARR growth down to roughly 20% when you, when you factor out currency conversions. UiPath has a lot of business overseas. They're taking that overseas revenue and converting it back to dollars though dollars are appreciated. So they're less of them. I know this is kind of the inside baseball, but, but we're gonna get into that over the next two days. Dave Ante and Dave, you're watching the Cubes coverage of UI path forward, five from Las Vegas. We'll be right back, right after this short break.
SUMMARY :
The Cube presents UI Path Forward five, brought to you by And Daniel Deez, the founder of the company, And that's the thing you always Aren't you essentially just automating stuff? when we, you know, one of the things that was talked about in the keynote was this idea of an army of you know, all the rage. a software robot on my desk doing, you know, mimicking what I do with the script to this question of, you know, make the case that this is actually a platform But They had a much e easier to install, you know, Automation Anywhere, He said, you know, the old adage better, And how you say that a hundred thousand employees important that they, that they demonstrate this to the marketplace, that they are a and they chose UI path to automate their SAP installation, play because the thing I failed to mention is Microsoft a couple years ago made a tuck in acquisition and SAP would tell you that they have the same thing and, They started this back in 2019, but as you know, it takes a long time to integrate stuff. So, so, you know, you know, they reduced yesterday their guidance from the high end being 25% ARR growth
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Matt McIlwain, Madrona | Cube Conversation, September 2022
>>Hi, welcome to this cube conversation here in Palo Alto, California. I'm John fur, host of the cube here at our headquarters on the west coast in Palo Alto, California. Got a great news guest here. Matt McGill, Wayne managing director of Madrona venture group is here with me on the big news and drone raising their record 690 million fund and partnering with their innovative founders. Matt, thanks for coming on and, and talking about the news and congratulations on the dry powder. >>Well, Hey, thanks so much, John. Appreciate you having me on the show. >>Well, great news here. Oley validation. We're in a new market. Everyone's talking about the new normal, we're talking about a recession inflation, but yet we've been reporting that this is kind of the first generation that cloud hyperscale economic scale and technical benefits have kind of hit any kind of economic downturn. If you go back to to 2008, our last downturn, the cloud really hasn't hit that tipping point. Now the innovation, as we've been reporting with our startup showcases and looking at the results from the hyperscalers, this funding news is kind of validation that the tech society intersection is working. You guys just get to the news 430 million in the Madrona fund nine and 200. And I think 60 million acceleration fund three, which means you're gonna go stay with your roots with seed early stage and then have some rocket fuel for kind of the accelerated expansion growth side of it. Not like late stage growth, but like scaling growth. This is kind of the news. Is that right? >>That's right. You know, we, we've had a long time strategy over 25 years here in Seattle of being early, early stage. You know, it's like our friends at Amazon like to say is, well, we're there at day one and we wanna help build companies for the long run for over 25 years. We've been doing that in Seattle. And I think one of the things we've realized, I mean, this is, these funds are the largest funds ever raised by a Seattle based venture capital firm and that's notable in and of itself. But we think that's the reason is because Seattle has continued to innovate in areas like consumer internet software cloud, of course, where the cloud capital of the world and increasingly the applications of machine learning. And so with all that combination, we believe there's a ton more companies to be built here in the Pacific Northwest and in Seattle in particular. And then through our acceleration fund where we're investing in companies anywhere in the country, in fact, anywhere in the world, those are the kinds of companies that want to have the Seattle point of view. They don't understand how to work with Amazon and AWS. They don't understand how to work with Microsoft and we have some unique relationships in those places and we think we can help them succeed in doing that. >>You know, it's notable that you guys in particular have been very close with Jeff Bayo Andy Jesse, and the success of ABUS as well as Microsoft. So, you know, Seattle has become cloud city. Everyone kind of knows that from a cloud perspective, obviously Microsoft's roots have been there for a long, long time. You go back, I mean, August capital, early days, funding Microsoft. You remember those days not to date myself, but you know, Microsoft kind of went up there and kind of established it a Amazon there as well. Now you got Google here, you got Facebook in the valley. You guys are now also coming down. This funding comes on the heels of you appointing a new managing director here in Palo Alto. This is now the migration of Madrona coming into the valley. Is that right? Is that what we're seeing? >>Well, I think what we're trying to do is bring the things that we know uniquely from Seattle and the companies here down to Silicon valley. We've got a terrific partner in Karama Hend, Andrew he's somebody that we have worked together with over the years, co-investing in companies. So we knew him really well. It was a bit opportunistic for us, but what we're hearing over and over again is a lot of these companies based in the valley, based in other parts of the country, they don't know really how to best work with the Microsoft and Amazons are understand the services that they offer. And, you know, we have that capability. We have those relationships. We wanna bring that to bear and helping build great companies. >>What is your expectation on the Silicon valley presence here? You can kind of give a hint here kind of a gateway to Seattle, but you got a lot of developers here. We just reported this morning that MEA just open source pie, torch to the Linux foundation again, and Mary material kind of trend we are seeing open source now has become there's no debate anymore has become the software industry. There's no more issue around that. This is real. I >>Think that's right. I mean, you know, once, you know, Satya became CEO, Microsoft, and they started embracing open source, you know, that was gonna be the last big tech holdout. We think open source is very interesting in terms of what it can produce and create in terms of next generation, innovative innovation. It's great to see companies like Facebook like Uber and others that have had a long track record of open source capabilities. But what we're also seeing is you need to build businesses around that, that a lot of enterprises don't wanna buy just the open source and stitch it together themselves. They want somebody to do it with them. And whether that's the way that, you know, companies like MongoDB have built that out over time or that's, you know, or elastic or, you know, companies like opt ML and our portfolio, or even the big cloud, you know, hyperscalers, you know, they are increasingly embracing open source and building finished services, managed services on top of it. So that's a big wave that we've been investing in for a number of years now and are highly confident gonna >>Continue. You know, I've been a big fan of Pacific Northwest for a while. You know, love going up there and talking to the folks at Microsoft and Amazon and AWS, but there's been a big trend in venture capital where a lot of the, the later stage folks, including private equity have come in, you seen tiger global even tiger global alumni, that the Cubs they call them, you know, they're coming down and playing in the early state and the results haven't been that good. You guys have had a track record in your success. Again, a hundred percent of your institutional investors have honed up with you on this two fund strategy of close to 700 million. What's this formula says, why aren't they winning what's is it, they don't have the ecosystem? Is it they're spraying and praying without a lot of discipline? What's the dynamic between the folks like Madrona, the Neas of the world who kind of come in and Sequoia who kind of do it right, right. Come in. And they get it done in the right way. The early stage. I just say the private equity folks, >>You know, I think that early stage venture is a local business. It is a geographically proximate business when you're helping incredible founders, try to really dial in that early founder market fit. This is before you even get to product market fit. And, and so the, the team building that goes on the talking to potential customers, the ITER iterating on business strategy, this is a roll up your sleeves kind of thing. It's not a financial transaction. And so what you're trying to do is have a presence and an understanding, a prepared mind of one of the big themes and the kinds of founders that with, you know, our encouragement and our help can go build lasting companies. Now, when you get to a, a, a later stage, you know, you get to that growth stage. It is generally more of a financial, you know, kind of engineering sort of proposition. And there's some folks that are great at that. What we do is we support these companies all the way through. We reserve enough capital to be with them at the seed stage, the series B stage the, you know, the crossover round before you go public, all of those sorts of things. And we love partnering with some of these other people, but there's a lot of heavy lifting at the early, early stages of a business. And it's, it's not, I think a model that everybody's architected to do >>Well, you know, trust becomes a big factor in all this. You kind of, when you talk about like that, I hear you speaking. It makes me think of like trusted advisor meets money, not so much telling people what to do. You guys have had a good track record and, and being added value, not values from track. And sometimes that values from track is getting in the way of the entrepreneur by, you know, running the certain meetings, driving board meetings and driving the agenda that you see to see that trend where people try too hard and that a force function, the entrepreneur we're living in a world now where everyone's talking to each other, you got, you know, there's no more glass door it's everyone's on Twitter, right? So you can see some move, someone trying to control the supply chain of talent by term sheet, overvaluing them. >>You guys are, have a different strategy. You guys have a network I've noticed that Madrona has attracted them high end talent coming outta Microsoft outta AWS season, season, senior talent. I won't say, you know, senior citizens, but you know, people have done things scaled up businesses, as well as attract young talent. Can you share with our audience that dynamic of the, the seasoned veterans, the systems thinkers, the ones who have been there done that built software, built teams to the new young entrepreneurs coming in, what's the dynamic, like, how do you guys look at at those networks? How do you nurture them? Could you share your, your strategy on how you're gonna pull all this together, going forward? >>You know, we, we think a lot about building the innovation ecosystem, like a phrase around here that you hear a lot is the bigger pie theory. How do we build the bigger pie? If we're focusing on building the bigger pie, there'll be plenty of that pie for Madrona Madrona companies. And in that mindset says, okay, how are we gonna invest in the innovation ecosystem? And then actually to use a term, you know, one of our founders who unfortunately passed away this year, Tom Aber, he had just written a book called flywheel. And I think it embodies this mindset that we have of how do you create that flywheel within a community? And of course, interestingly enough, I think Tom both learned and contributed to that. He was on the board of Amazon for almost 20 years in helping build some of the flywheels at Amazon. >>So that's what we carry forward. And we know that there's a lot of value in experiential learning. And so we've been fortunate to have some folks, you know, that have worked at some of those, you know, kind iconic companies, join us and find that they really love this company building journey. We've also got some terrific younger folks that have, you know, some very fresh perspectives and a lot of, a lot of creativity. And they're bringing that together with our team overall. And you know, what we really are trying to do at the end of the day is find incredible founders who wanna build something lasting, insignificant, and provide our kind of our time, our best ideas, our, our perspective. And of course our capital to help them be >>Successful. I love the ecosystem play. I think that's a human capital game too. I like the way you guys are thinking about that. I do wanna get your reaction, cause I know you're close to Amazon and Microsoft, but mainly Jeff Bezos as well. You mentioned your, your partner who passed away was on the board. A lot of great props on and tributes online. I saw that, I know I didn't know him at all. So I really can't comment, but I did notice that Bezos and, and jazz in particular were complimentary. And recently I just saw Bezos comment on Twitter about the, you know, the Lord of the rings movie. They're putting out the series and he says, you gotta have a team. That's kinda like rebels. I'm paraphrasing, cuz these folks never done a movie like this before. So they're, they're getting good props and reviews in this new world order where entrepreneurs gotta do things different. >>What's the one thing that you think entrepreneurs need to do different to make this next startup journey different and successful because the world is different. There's not a lot of press to relate to Andy Jassey even on stage last week in, in, in LA was kind of, he's not really revealing. He's on his talking points, message, the press aren't out there and big numbers anymore. And you got a lot of different go-to market strategies, omnichannel, social different ways to communicate to customers. Yeah. So product market fit is becomes big. So how do you see this new flywheel emerging for those entrepreneurs have to go out there, roll up their sleeves and make it happen. And what kind of resources do you think they need to be successful? What are you guys advocating? >>Well, you know, what's really interesting about that question is I've heard Jeff say many times that when people ask him, what's gotta be different. He, he reminds them to think about what's not gonna change. And he usually starts to then talk about things like price, convenience, and selection. Customer's never gonna want a higher price, less convenience, smaller selection. And so when you build on some of those principles of, what's not gonna change, it's easier for you to understand what could be changing as it relates to the differences. One of the biggest differences, I don't think any of us have fully figured out yet is what does it mean to be productive in a hybrid work mode? We happen to believe that it's still gonna have a kernel of people that are geographically close, that are part of the founding and building in the early stages of a company. >>And, and it's an and equation that they're going to also have people that are distributed around the country, perhaps around the world that are some of the best talent that they attract to their team. The other thing that I think coming back to what remains the same is being hyper focused on a certain customer and a certain problem that you're passionate about solving. And that's really what we look for when we look for this founder market fit. And it can be a lot of different things from the next generation water bottle to a better way to handle deep learning models and get 'em deployed in the cloud. If you've got that passion and you've got some inkling of the skill of how to build a better solution, that's never gonna go away. That's gonna be enduring, but exactly how you do that as a team in a hybrid world, I think that's gonna be different. >>Yeah. One thing that's not changing is that your investor, makeup's not changing a hundred percent of your existing institutional investors have signed back on with you guys and your oversubscribed, lot of demand. What is your flywheel success formula? Why is Tron is so successful? Can you share some feedback from your investors? What are they saying? Why are they re-upping share some inside baseball or anecdotal praise? >>Well, I think it's very kind to you to frame it that way. I mean, you know, it does for investors come back to performance. You know, these are university endowments and foundations that have a responsibility to, to generate great returns. And we understand that and we're very aligned with that. I think to be specific in the last couple years, they appreciated that we were also not holding onto our, our stocks forever, that we actually made some thoughtful decisions to sell some shares of companies like Smartsheet and snowflake and accolade in others, and actually distribute capital back to them when things were looking really, really good. But I think the thing, other thing that's very important here is that we've created a flywheel with our core strategy being Seattle based and then going out from there to try to find the best founders, build great companies with them, roll up our sleeves in a productive way and help them for the long term, which now leads to multiple generations of people, you know, at those companies. And beyond that we wanna be, you know, partner with and back again. And so you create this flywheel by having success with people in doing it in a respectful. And as you said earlier, a trusted way, >>What's the message for the Silicon valley crowd, obviously bay area, Silicon valley, Palo Alto office, and the center of it. Obviously you got them hybrid workforce hybrid venture model developing what's the goals. What's the message for Silicon valley? >>Well, our message for folks in Silicon valley is the same. It's always been, we we're excited to partner with them largely up here again, cause this is still our home base, but there'll be a, you know, select number of opportunities where we'll get a chance to partner together down in Silicon valley. And we think we bring something different with that deep understanding of cloud computing, that deep understanding of applied machine learning. And of course, some of our unique relationships up here that can be additive to what the they've already done. And some of them are just great partners and have built, you know, help build some really incredible companies over >>The years. Matt, I really appreciate you taking the time for this interview, given them big news. I guess the question on everyone's mind, certainly the entrepreneur's mind is how do I get some of that cash you have and put it into work for my opportunity. One what's the investment thesis can take a minute to put the plug in for the firm. What are you looking to invest in? What's the thesis? What kind of entrepreneurs you're looking for? I know fund one is seed fund nine is seed to, to a and B and the second one is beyond B and beyond for growth. What's the pitch. What's the pitch. >>Yeah. Well you can, you can think of us as you know, any stage from pre-seed to series seed. You know, we'll make a new investment in companies in all of those stages. You know, I think that, you know, the, the core pitch, you know, to us is, you know, your passion for the, for the problem that you're trying to, trying to get solved. And we're of course, very excited about that. And you know, at, at, at the end of the day, you know, if you want somebody that has a distinct point of view on the market that is based up here and can roll up their sleeves and work alongside you. We're, we're, we're the ones that are more than happy to do that. Proven track record of doing that for 25 plus years. And there's so much innovation ahead. There's so many opportunities to disrupt to pioneer, and we're excited to be a part of working with great founders to do that. >>Well, great stuff. We'll see you ATS reinvent coming up shortly and your annual get together. You always have your crew down there and, and team engaging with some of the cloud players as well. And looking forward to seeing how the Palo Alto team expands out. And Matt, thanks for coming on the cube. Appreciate your time. >>Thanks very much, John. Appreciate you having me look forward to seeing you at reinvent. >>Okay. Matt, Matt here with Madrona venture group, he's the partner managing partner Madrona group raises 690 million to fund nine and, and, and again, and big funds for accelerated growth fund. Three lot of dry powder. Again, entrepreneurship in technology is scaling. It's not going down. It's continuing to accelerate into this next generation super cloud multi-cloud hybrid cloud world steady state. This is the cubes coverage. I'm John for Silicon angle and host of the cube. Thanks for watching.
SUMMARY :
I'm John fur, host of the cube here Appreciate you having me on the show. This is kind of the news. You know, it's like our friends at Amazon like to say You know, it's notable that you guys in particular have been very close with Jeff Bayo Andy Jesse, And, you know, we have that capability. kind of a gateway to Seattle, but you got a lot of developers here. I mean, you know, once, you know, Satya became CEO, lot of the, the later stage folks, including private equity have come in, you seen tiger global even them at the seed stage, the series B stage the, you know, the crossover round before you go And sometimes that values from track is getting in the way of the entrepreneur by, you know, running the certain meetings, I won't say, you know, senior citizens, but you know, people have done things scaled up And then actually to use a term, you know, one of our founders who unfortunately passed away this And so we've been fortunate to have some folks, you know, that have worked at some of those, you know, I like the way you guys are thinking about What's the one thing that you think entrepreneurs need to do different to make this next startup And so when you build on some of those principles of, that I think coming back to what remains the same is being hyper focused on Can you share some feedback from your investors? And beyond that we wanna be, you know, partner with and back again. Obviously you got them hybrid workforce hybrid venture model And some of them are just great partners and have built, you know, help build some really incredible companies over I guess the question on everyone's mind, certainly the entrepreneur's mind is how do I get some of that cash you have and I think that, you know, the, the core pitch, you know, to us is, you know, And Matt, thanks for coming on the cube. I'm John for Silicon angle and host of the cube.
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Sarbjeet Johal | VMware Explore 2022
>>Welcome back everyone to Cube's live coverage, VMware Explorer, 2022 formerly world. I've been saying now I gotta get that out. Dave, I've been sayingm world. It just kind of comes off the tongue when I'm tired, but you know, wall to wall coverage, again, back to back interviews all day two sets. This is a wrap up here with the analyst discussion. Got one more interview after this really getting the analyst's perspective around what we've been hearing and seeing, observing, and reporting on the cube. Again, two sets blue and green. We call them here on the show floor on Moscone west with the sessions upstairs, two floors of, of amazing content sessions, keynote across ed Moscone, north and south SBI here, cloud strategists with the cube. And of course, what event wouldn't be complete without SBE weighing in on the analysis. And, and, and I'm, you know, all kidding aside. I mean that because we've had great interactions around, you know, digging in you, you're like a roving analyst out there. And what's great about what you do is you're social. You're communicating, you're touching everybody out there, but you're also picking up the puzzle pieces. And we, you know, of course we recognize that cuz that's what we do, but you're out, we're on the set you're out on the floor and you know your stuff and, and you know, clouds. So how you, this is your wheelhouse. Great to see you. Good to >>See you. I'm good guys. Thank you. Thank you for having >>Me. So I mean, Dave and I were riffing going back earlier in this event and even before, during our super cloud event, we're reminded of the old OpenStack days. If you remember, Dave OpenStack was supposed to be the open source version of cloud. And that was a great ambition. And the cloud AATI at that time was very into it because it made a lot of sense. And the vision, all the infrastructure was code. Everything was lined up. Everything was religiously was on the table. Beautiful cloud future. Okay. 20 2009, 2010, where was Amazon? Then they just went off like a rocket ship. So cloud ended up becoming AWS in my opinion. Yeah. OpenStax then settled in, did some great things, but also spawns Kubernetes. Okay. So, you know, we've lived through thiss we've seen this movie. We were actually in the trenches on the front lines present at creation for cloud computing. >>Yeah. I was at Rackspace when the open stack was open sourced. I was there in, in the rooms and discussions and all that. I think OpenStack was given to the open source like prematurely. I usually like we left a toddler on the freeway. No, the toddler >>Got behind the wheel. Can't see over the dashboard. >>So we have learned over the years in last two decades, like we have seen the open source rise of open source and we have learned quite a few lessons. And one lesson we learned from there was like, don't let a project go out in the open, tell it mature enough with one vendor. So we did that prematurely with NASA, NASA and Rackspace gave the, the code from two companies to the open source community and then likes of IBM and HPE. No. Now HPE, they kind of hijacked the whole thing and then put a lot of developers on that. And then lot of us sort of second tier startup. >>But, but, but I remember not to interject, but at that time there wasn't a lot of pushback for letting them it wasn't like they infiltrated like a, the vendors always tried to worry about vendors coming in open source, but at that time was pretty people accepted them. And then it got off the rails. Then you remember the great API debate. You >>Called it a hail Mary to against AWS, which is, is what it was, what it was. >>It's true. Yeah. Ended up being right. But the, the battle started happening when you started seeing the network perimeters being discussed, you starting to see some of the, in the trenches really important conversations around how to make essentially cross cloud or super cloud work. And, and again, totally premature it continue. And, and what does that mean today? So, okay. Is VMware too early on their cross cloud? Are they, is multi-cloud ready? >>No >>For, and is it just vaporware? >>No, they're not too early, actually on, on, on, on that side they were premature to put that out there, but this is like very mature company, like in the ops area, you know, we have been using, we VMware stuff since 2000 early 2000. I, I was at commerce one when we started using it and yeah, it was for lab manager, you know, like, you know, put the labs >>Out desktop competition. >>Yeah, yeah. Kind of thing. So it, it matured pretty fast, but now it it's like for all these years they focused on the op site more. Right. And then the challenge now in the DevOps sort of driven culture, which is very hyped, to be honest with you, they have try and find a place for developers to plug in on the left side of the sort of whole systems, life cycle management sort of line, if you will. So I think that's a, that's a struggle for, for VMware. They have to figure that out. And they are like a tap Tansu application platform services. They, they have released a new version of that now. So they're trying to do that, but still they are from the sort of get ups to the, to the right, from that point to the right on the left side. They're lot more tooling to helpers use as we know, but they are very scattered kind of spend and scattered technology on the left side. VMware doesn't know how to tackle that. But I think, I think VMware should focus on the right side from the get ups to the right and then focus there. And then how in the multi-cloud cross cloud. >>Cause my sense is, they're saying, Hey, look, we're not gonna own the developers. I think they know that. And they think they're saying do develop in whatever world you want to develop in will embrace it. And then the ops guys, we, we got you covered, we got the standards, we have the consistency and you're our peeps. You tend then take it, you know, to, to the market. Is that not? I mean, it seems like a viable strategy. I >>Mean, look at if you're VMware Dave and start, you know, this where they are right now, the way they missed the cloud. And they had to reboot that with jazzy and, and, and Raghu to do the databases deal. It's essentially VMware hosted on AWS and clients love it cuz it's clarity. Okay. It's not vCloud air. So, so if you're them right now, you seeing yourself, wow. We could be the connective tissue between all clouds. We said this from day one, when Kubernetes was hitting in the scene, whoever can make this, the interoperability concept of inter clouding and connect clouds so that there could be spanning of applications and data. We didn't say data, but we said, you know, creating that nice environment of multiple clouds. Okay. And again, in concept, that sounds simple, but if you're VMware, you could own that abstraction layer. So do you own it or do you seed the base and let it become a defacto organization? Like a super layer, super pass layer and then participate in it? Or are you the middleware yourself? We heard AJ Patel say that. So, so they could be the middleware for at all. >>Aren't they? The infrastructure super cloud. I mean, that's what they're trying to be. >>Yeah. I think they're trying, trying to do that. It's it's I, I, I have said that many times VMware is bridged to the cloud, right? >>The sorry. Say bridge to >>The cloud. Yeah. Right. For, for enterprises, they have virtualized environments, mostly on VMware stacks. And another thing is I wanna mention touch on that is the number of certified professionals on VMware stack. There it's a huge number it's in tens of thousands. Right? So people who have got these certifications, they want to continue that sort of journey. They wanna leverage that. It's like, it's a Sunco if they don't use that going forward. And that was my question to, to during the press release yesterday, like are there new certifications coming into the, into the limelight? I, I think the VMware, if they're listening to me here somewhere, they will listen. I guess they should introduce a, a cross cloud certification for their stack because they want to be cross cloud or multi-cloud sort of vendor with one sort of single pane. So does actually Cisco and so do many others. But I think VMware is in a good spot. It's their market to lose. I, I, I call it when it comes to the multi-cloud for enterprise, especially for the legacy applications. >>Well, they're not, they have the enterprise they're super cloud enabler, Dave for the, for the enterprise, cuz they're not hyperscaler. Okay. They have all the enterprise customers who come here, we see them, we speak to them. We know them will mingle, but >>They have really good relationships with all the >>Hyperscale. And so those, those guys need a way to the cloud in a way that's cloud operation though. So, so if you say enterprises need their own super cloud, I would say VMware might wanna raise their hands saying we're the vendor to provide that. Yes, totally. And then that's the middleware role. So middleware isn't your classic stack middleware it's middle tissue. So you got, it's not a stack model anymore. It's completely different. >>Maybe, maybe my, my it's >>Not a stack >>Industry. Maybe my industry super cloud is too aspirational, but so let's assume for a second. You're not gonna have everybody doing their own clouds, like Goldman Sachs and, and capital one, even though we're seeing some evidence of that, even in that case, connecting my on-prem to the cloud and modernizing my application stack and, and having some kind of consistency between your on-prem and it's just call it hybrid, like real hybrid, true hybrid. They should dominate that. I mean, who is who, if it's not it's VMware and it's what red hat who else? >>I think red hat wants it too. >>Yeah. Well, red hat and red, hat's doing it with IBM consulting and they gotta be, they have great advantage there for all the banks. Awesome. But what, what about the other 500,000 customers that are >>Out there? If VMware could do what they did with the hypervisor, with virtualization and create the new thing for super cloud, AKA connecting clouds together. That's a, that's a holy grail move right >>There. But what about this PA layer? This Tansu and area which somebody on Twitter, there was a little SNAR come that's V realized just renamed, which is not. I mean, it's, it's from talking to Raghu unless he's just totally BSing us, which I don't think he is. That's not who he is. It's this new federated architecture and it's this, their super PAs layer and, and, and it's purpose built for what they're trying to do across clouds. This is your wheelhouse. What, what do you make of that? >>I think Tansu is a great effort. They have put in lot of other older products under that one umbrella Tansu is not a product actually confuses the heck out of the market. That it's not a product. It's a set of other products put under one umbrella. Now they have created another umbrella term with the newer sort of, >>So really is some yeah. >>Two >>Umbrella on there. So it's what it's pivotal. It's vRealize it's >>Yeah. We realize pivotal and, and, and older stack, actually they have some open source components in there. So, >>So they claim that this ragus claim, it's this new architecture, this new federated architecture graph database, low latency, real time ingestion. Well, >>AJ, AJ that's AJ's department, >>It sounded good. I mean, this is that >>Actually I think the newer, newer stuff, what they announced, that's very promising because it seems like they're building something from scratch. So, >>And it won't be, it won't be hardened for, but, but >>It won't be hardened for, but, >>But those, but they have a track record delivering. I mean, they gotta say that about yeah. >>They're engineering focus company. They have engineering culture. They're their software engineers are top. Not top not, >>Yes. >>What? >>Yeah. It's all relatives. If they, if the VMware stays the way they are. Well, >>Yeah, >>We'll get to that a second. What >>Do you mean? What are you talking >>About? They don't get gutted >>The elephant in the room if they don't get gutted and then, then we'll see it happens there. But right now I love, we love VMware. We've been covering them for 12 years and we've seen the trials, not without their own issues to work on. I mean, everyone needs to work on stuff, but you know, world class, they're very proud of their innovation, but I wanna ask you, what was your observations walking around the floor, talking to people? What was the sense of the messaging? Is it real in their minds? Are they leaning in, are they like enthused? Are they nervous, apprehensive? How would you categorize the attitude of the folks here that you've talked to or observed? >>Yeah. It at the individual product level, like the people are very confident what they're building, what they're delivering, but when it comes to the telling a cohesive story, if you go to all the VMware booth there, like it's hard to find anybody who can tell what, what are all the services under tens and how they are interconnected and what facilities they provide or they can't. They, I mean, most of the people who are there, they can are walking through the economic side of things, like how it will help you save money or, or how the TCR ROI will improve. They are very focused on because of the nature of the company, right. They're very focused on the technology only. So I think that that's the, that's what I learned. And another sort of gripe or negative I have about VMware is that they have their product portfolio is so vast and they are even spreading more thinly. And they're forced to go to the left towards developers because of the sheer force of hyperscalers. On one side on the, on the right side, they are forced to work with hyperscalers to do more like ops related improvements. They didn't mention AI or, or data. >>Yeah. Data storage management. >>That that was weak. That's true. During the, the keynote as well. >>And they didn't mention security and their security story, strong >>Security. I think they mentioned it briefly very briefly, very briefly. But I think their SCO story is good actually, but no is they didn't mention it properly, I guess. >>Yeah. There wasn't prominent in the keynote. It was, you know, and again, I understand why data wasn't P I, they wanted to say about data, >>Didn't make room for the developer story. I think this was very much a theatrical maneuver for Hawk and the employee morale and the ecosystem morale, Dave, then it had to do with the nuts bolt of security. They can come back to get that security. In my opinion, you know, I, I don't think that was as bad of a call as bearing the vSphere, giving more demos, which they did do later. But the keynote I thought was, was well done as targeted for all the negative sentiment around Broadcom and Broadcom had this, the acquisition agreement that they're, they are doing, they agree >>Was well done. I mean, >>You know, if I VMware, I would've done the same thing, look at this is a bright future. We're given that we're look at what we got. If you got this, it's on you. >>And I agree with you, but the, the, again, I don't, I don't see how you can't make security front and center. When it is the number one issue for CIOs, CSOs, CSOs boards or directors, they just, it was a miss. They missed it. Yeah. Okay. And they said, oh, well, there's only so much time, but, and they had to put the application development focus on there. I get that. But >>Another thing is, I think just keynote is just one sort of thing. One moment in this whole sort of continuous period, right. They, I think they need to have that narrative, like messaging done periodically, just like Amazon does, you know, like frequent events tapping into the practitioners on regional basis. They have to do that. Maybe it's a funding issue. Maybe it is some weakness on the, no, >>I think they planning, I talked to, we talked to the CMO and she said, Explorer is gonna be a road show. They're gonna go international with, it's gonna take a global, they're gonna have a lot of wood behind the arrow. They're gonna spend a lot of money on Explorer is what, they're, what we're seeing. And that's a good thing. You got a new brand, you gotta build it. >>You know, I would've done, I would've had, I would've had a shorter keynote on day one and doing, and then I would've done like a security day, day two. I would've dedicated the whole morning, day two keynote to security cuz their stories I think is that strong? >>Yeah. >>Yeah. And I don't know the developers side of things. I think it's hard for VMware to go too much to the left. The spend on the left is very scattered. You know, if you notice the tools, developers change their tools on freaking monthly basis, right? Yeah. Yeah. So it's hard to sustain that they on the very left side and the, the, the >>It's hard for companies like VMware to your point. And then this came up in super cloud and ins Rayme mentioned that developers drive everything, the patterns, what they like and you know, the old cliche meet them where they are. You know, honestly, this is kind of what AJ says is the right they're doing. And it's the right strategy meeting that develops where they are means give them something that they like. They like self-service they like to try stuff. They like to, they don't like it. They'll throw it away. Look at the success that comes like data, dog companies like that have that kind of offering with freemium and self-service to, to continue the wins versus jamming the tooling down their throat and selling >>Totally self-serve infrastructure for the, in a way, you know, you said they missed cloud, which they did V cloud air. And then they thought of got it. Right. It kind of did the same thing with pivotal. Right. It was almost like they forced to take pivotal, you know, by pivotal, right. For 2 billion or whatever it was. All right. Do something with it. Okay. We're gonna try to do something with it and they try to go out and compete. And now they're saying, Hey, let's just open it up. Whatever they want to use, let 'em use it. So unlike and I said this yesterday, unlike snowflake has to attract developers to build on their unique platform. Okay. I think VMware's taken a different approach saying use whatever you want to use. We're gonna help the ops guys. And that, to me, a new op >>Very sensitive, >>The new ops, the new ops guys. Yes. Yes. >>I think another challenge on the right right. Is on, on the op site is like, if, if you are cloud native, you are a new company. You just, when you're a startup, you are cloud native, right. Then it's hard for VMware to convince them to, Hey, you know, come to us and use this. Right. It's very hard. It is. They're a good play for a while. At least they, they can prolong their life by innovating along the way because of the, the skills gravity, I call it of the developers and operators actually that's their, they, they have a loyal community they have and all that stuff. And by the way, the name change for the show. I think they're trying to get out of that sort of culty kind of nature of the, their communities that they force. The communities actually can force the companies, not to do certain things certain way. And I've seen that happening. And >>Well, I think, I think they're gonna learn and they already walked back their messaging. Not that they said anything overtly, but you know, the Lori, the CMO clarified this significantly, which was, they never said that they wanted to replace VM world. Although the name change implies that. And what they re amplified after the fact is that this is gonna be a continuation of the community. And so, you know, it's nuanced, they're splitting hairs, but that's, to me walking back the, you know, the, the loyalty and, and look at let's face it. Anytime you have a loyal community, you do anything of change. People are gonna be bitching and moaning. Yeah. >>But I mean, knew, worked, explore, >>Work. It wasn't bad at all. It was not a bad look. It wasn't disastrous call. Okay. Not at all. I'm critical of the name change at first, but the graphics are amazing. They did an exceptional job on the branding. They did, did an exceptional job on how they handled the new logo, the new name, the position they, and a lot of people >>Showed >>Up. Yeah. It worked >>A busy busier than all time >>It worked. And I think they, they threaded the needle, given everything they had going on. I thought the event team did an exceptional job here. I mean, just really impressive. So hats up to the event team at, at VMware pulling off now, did they make profit? I don't know. It doesn't matter, you know, again, so much going on with Broadcom, but here being in Moscone west, we see people coming down the stairs here, Dave's sessions, you know, lot of people, a lot of buzz on the content sold out sessions. So again, that's the ecosystem. The people giving the talks, you know, the people in the V brown bag, you know, got the, the V tug. They had their meeting, you know, this week here, >>Actually the, the, the red hat, the, the integration with the red hat is another highlight of, of, they announced that, that you can run that style >>OpenShift >>And red hats, not here, >>Red hat now here, but yeah, but, but, but >>It was more developers, more, you know, >>About time. I would say, why, why did it take so long? That should >>Have happened. All right. Final question. So what's the bottom line. Give us the summary. What's your take, what's your analysis of VMware explore the event, what they did, what it means, what it's gonna mean when the event's over, what's gonna happen. >>I think VMware with the VMware Explorer have bought the time with the messaging. You know, they have promised certain things with newer announcements and now it, it, it is up to them to deliver that in a very sort of fast manner and build more hooks into other sort of platforms. Right? So that is very important. You cannot just be closed system people. Don't like those systems. You have to be part of the ecosystem. And especially when you are sitting on top of the actually four or four or more public clouds, Alibaba cloud was, they were saying that they're the only VMware is only VMware based offering in mainland China on top of the Alibaba. And they, they can go to other ones as well. So I think, especially when they're sitting on top of other cloud providers, they have to build hooks into other platforms. And if they can build a marketplace of their own, that'll be even better. I think they, >>And they've got the ecosystem for it. I mean, you saw it last night. I mean, all the, all the parties were hopping. I mean, there was, there's >>A lot of buzz. I mean, I pressed, I pressed them Dave hard. I had my little, my zingers. I wanted to push the buttons on one question that was targeted towards the answer of, are they gonna try to do much more highly competitive maneuvering, you know, get that position in the middleware. Are they gonna be more aggressive with frontal competitiveness or are they gonna take the, the strategy of open collaborative and every single data point points to collaborative totally hit Culbert. I wanna do out in the open. We're not just not, we're not one company. So I think that's the right play. If they came out and said, we're gonna be this, you know? >>Yeah. The one, the last thing, actually, the, the one last little idea I'm putting out out there since I went to the Dell world, was that there's a economics of creation of software. There's economics of operations of software. And they are very good on the operation economics of operations side of things that when I say economics, it doesn't mean money only. It also means a productivity practitioner, growth. Everything is in there. So I think these vendors who are not hyperscalers, they have to distinguish these two things and realize that they're very good on the right side economics of operations. And, and that will go a long way. Actually. I think they muddy the waters by when DevOps, DevOps, and then it's >>Just, well, I think Dave, we always we've had moments in time over the past 12 years covering VMware's annual conference, formally world now floor, where there were moments of that's pat Gelsinger, spinal speech. Yeah. And I remember he was under a siege of being fired. Yeah. There was a point in time where it was touch and go, and then everything kind of came together. That was a moment. I think we're at a moment in time here with VMware Dave, where we're gonna see what Broadcom does, because I think what hop 10 and Broadcom saw this week was an EBI, a number on the table that they know they can probably get or squeeze. And then they saw a future value and net present value of future state that you could, you gotta roll back and do the analysis saying, okay, how much is it worth all this new stuff worth? Is that gonna contribute to the EBITDA number that they want on the number? So this is gonna be a very interesting test because VMware did it, an exceptional job of laying out that they got some jewels in the oven. You >>Think about how resilient this company has been. I mean, em, you know, EMC picked them up for a song. It was 640 million or whatever it was, you know, about the public. And then you, another epic moment you'll recall. This was when Joe Tuchi was like the mafia Don up on stage. And Michael Dell was there, John Chambers with all the ecosystem CEOs and there was Tucci. And then of course, Michael Dell ends up owning this whole thing, right? I mean, when John Chambers should have owned the whole thing, I mean, it's just, it's been incredible. And then Dell uses VMware as a piggy bank to restructure its balance sheet, to pay off the EMC debt and then sells the thing for $60 billion. And now it's like, okay, we're finally free of all this stuff. Okay. Now Broadcom's gonna buy you. And, >>And if Michael Dell keeps all in stock, he'll be the largest shareholder of Broadcom and own it off. >>Well, and that's probably, you know, that's a good question is, is it's gonna, it probably a very tax efficient transaction. If he takes all stock and then he can, you know, own against it. I mean, that's, that's, >>That's what a history we're gonna leave it there. Start be great to have you Dave great analysis. Okay. We'll be back with more coverage here. Day two, winding down after the short break.
SUMMARY :
And we, you know, of course we recognize that cuz that's what we do, but you're out, we're on the set you're Thank you for having And the cloud AATI at that time was very into it because I think OpenStack was given to Got behind the wheel. project go out in the open, tell it mature enough with one vendor. And then it got off the rails. the network perimeters being discussed, you starting to see some of the, in the trenches really important it was for lab manager, you know, like, you know, put the labs And they are like a tap Tansu And then the ops guys, we, we got you covered, we got the standards, And they had to reboot that with jazzy and, and, and Raghu to do the databases I mean, that's what they're trying to be. I, I have said that many times VMware is bridged to the cloud, right? Say bridge to And that was my question to, They have all the enterprise So you got, it's not a stack model anymore. I mean, who is who, if it's not it's VMware and for all the banks. If VMware could do what they did with the hypervisor, with virtualization and create the new thing for What, what do you make of that? I think Tansu is a great effort. So it's what it's pivotal. So, So they claim that this ragus claim, it's this new architecture, this new federated architecture I mean, this is that Actually I think the newer, newer stuff, what they announced, that's very promising because it seems like I mean, they gotta say that about yeah. They have engineering culture. If they, if the VMware stays the way they are. We'll get to that a second. I mean, everyone needs to work on stuff, but you know, world class, on the right side, they are forced to work with hyperscalers to do more like ops related That that was weak. I think they mentioned it briefly very briefly, very briefly. It was, you know, and again, I understand why data wasn't Hawk and the employee morale and the ecosystem morale, Dave, then it had to do with the I mean, If you got this, it's on you. And I agree with you, but the, the, again, I don't, I don't see how you can't make security done periodically, just like Amazon does, you know, like frequent events tapping I think they planning, I talked to, we talked to the CMO and she said, Explorer is gonna be a road show. I would've dedicated the whole morning, I think it's hard for VMware to go that developers drive everything, the patterns, what they like and you know, the old cliche meet them where they are. It kind of did the same thing with pivotal. The new ops, the new ops guys. Then it's hard for VMware to convince them to, Hey, you know, come to us and use Not that they said anything overtly, but you know, the Lori, the CMO clarified They did an exceptional job on the branding. The people giving the talks, you know, the people in the I would say, why, why did it take so long? what it means, what it's gonna mean when the event's over, what's gonna happen. And especially when you are sitting on top of the actually four or I mean, you saw it last night. answer of, are they gonna try to do much more highly competitive maneuvering, you know, I think they muddy the waters by when DevOps, DevOps, and then it's And I remember he was under a siege of being fired. I mean, em, you know, EMC picked them up for a song. If he takes all stock and then he can, you know, own against it. Start be great to have you Dave great analysis.
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Rosemary Hua, Snowflake & Patrick Kelly, 84 51 | Snowflake Summit 2022
>>Hey everyone. Welcome back to the Cube's coverage of snowflake summit. 22 live from Las Vegas. We're at Caesar's forum, Lisa Martin, with Dave ante. We've been having some great conversations over the last day and a half. This guy just came from main stage interviewing the CEO, Franks Lubin himself, who joins us after our next guest here, we're gonna be talking customers and successes with snowflake Rosemary Hua joins us the global head of retail at snowflake and Patrick Kelly, the VP of product management at their customer 84 51. Welcome to the program guys. >>Thank you. It's nice to be here. So >>Patrick, 84 51. Talk to us about the business, give the audience an overview of what you guys are doing. And then we'll talk about how you're working with snowflake. >>Yeah, absolutely. Thank you both for, uh, the opportunity to be here. So 84 51 is a retail data science insights and media company. And really what that means is that we, we partner with our, uh, parent company Kroger, as well as consumer packaged goods or brands and brokers and agencies, really to understand shoppers and create relevant, personalized, and valuable experiences for shoppers in source and grocery stores. >>That relevance is key. We all expect that these days, I think the last couple of years as everyone's patience has been wearing. Yeah, very thin. I'm not, I'm not convinced it's gonna come back either, but we expect that brands are gonna interact with us and offer us the next best offer. That's actually relevant and personalized to us. How does AB 4 51 achieve that? >>Yeah, it's a great question. And you're right. That expectation is only growing. Um, and it takes data analytics, data science and all of these capabilities in order to deliver it on that promise, uh, you know, big, a big part of the relationship that retailers and brands have with consumers is about a value exchange. And it's, again, it's about that expectation that brands and retailers need to be able to meet the ever-changing needs of consumers. Uh, whether that be introducing new brands or offering the right price points or promotions or ensuring you meet them where they are, whether it be online, which has obviously been catalyzed by, um, the pandemic over the last two years or in store. So a deep understanding of, of the customer, which is founded in data and the appropriate analytics and science, and then the collaboration back with the retailers and, and the brands so that you can bring that experience to life. Again, that could be a price point on the, on the shelf, um, or it could be a personalized email or, um, website interaction that delivers the right experience for the co for the consumer. So they can see that value and really build loyalty >>In the right time in real time. That's >>One of the most Marrit I'm in real time. That's right. One goes, Mary, I love the concept of the, the actual platform of the retail data cloud. Yes. It's so unique for a technology company. Snowflake's a technology company, you see services companies do it all the time, but yeah, but to actually transform what was considered a data warehouse in the cloud to a platform for data, I call it super cloud. Yeah. Tell us how this came about, um, how you were able to actually develop this and where you are in that journey. >>Yeah, absolutely. It's been a big focus on data sharing. We saw that that's how our customers are interacting with each other is using our data sharing functionality to really bring that ecosystem to life. So that's retailers sharing with their consumer products companies selling through those retailers. And then of course the data service companies that are kind of helping both sides and that data sharing functionality is the kind of under fabric for the data cloud, where we bring in partners. We bring in customers and we bring in tech solutions to the table. Um, and customers can use the data cloud, not only with the powered by partners that we have, but also the data marketplace, getting that data in real time and making some business value out of that data. So that's really the big focus of snowflake is investing in industry to realize the business value >>And talk about ecosystem and how important that is, where, where you leave off and the ecosystem picks up and how that's evolving. >>Absolutely. And I'm sure you can join in on this, but, um, definitely that collaboration between retailers and CPGs, right? I mean, retailers have that rich first party customer data. They see all those transactions, they see when people are shopping and then the brands really need that first party data to figure out what their, how their customers are interacting with their brand. And so that collaborative nature that makes up the ecosystem. And of course, you've got the tech partners in the middle that are kind of providing enrich data assets as well. You guys at 84 51 are a huge part of that ecosystem being, you know, one of the key retailers in, in the United States. Um, have you been seeing that as well with your brands? Yeah, >>Absolutely. I mean data and data science has always been core to the identity of 84 51. Um, and historically a lot of the interaction that we have with brands were through report web based applications, right. And it's a really great seamless way to, to deliver insights to non-technical users. But as the entire market has really started to invest in data and data science and technology and capabilities, you know, we, we launched a collaborative cloud last year and it was really an opportunity for us to reimagine what that experience would look like and to ensure that we are meeting the evolving needs of the industry. And as Rosemary pointed out, you know, data sharing is, is table stakes, right? It's a capability that you don't wanna have to think about. You wanna be thinking about the strategic initiatives, the science that you're gonna create in order to drive action and personalize experiences. So what we've found at 84 51 is really investing in our collaborative cloud, um, and working with leading technology providers like snowflake to make that seamless has been, you know, the, the, the UN unlock to ensure that data and data science can be a competitive advantage for our clients and partners, not just, you know, the retailer in 84 51 >>Is the collaborative cloud built on snowflake. >>Yeah. So the collaborative cloud is really about, um, ensuring that data sharing through snowflake is done seamlessly. So we've really, we've invited our clients and partners to build their own science on 84 51 S first party data asset through Kroger. And our, our data is represents 60 million households, half of the United States, 2 billion transactions annually, the robustness of that data asset. And it's it's it's analysis ready is so impactful to the investment that brands can make in their own data science efforts, because brands wanna invest in data science, not to do data work, not to do cleaning and Muning and, and merging and, and standardizing. They wanna do analysis. That's gonna impact the strategies and ultimately the shopper's lives. So again, we're able to leverage the capabilities of snowflake to ensure data sharing is not part of our day to day conversation. Data sharing is something we can take for granted so that we can talk about the shopper and our strategies. >>So this is why I call it super cloud. So Jerry Chen wrote an article of castles in the cloud. And in there he said, he called it sub clouds. And I'm like, no, it's, uh, by the way, great article. Jerry's brilliant. But so you got AWS, you built on top of AWS. That's right. You got the snowflake data called you're building on top of that. And I was sitting at the table and my kid goes, this is super, I'm like, ah, super clouds. So I didn't really even coin it, but, and then I realized somebody else had use it before, but that is different. It's new, it's around data. It's around vertical industries. Yes. Um, I, I get a lot of heat for that term, but I feel like this look around this industry, everybody's doing that that's that is digital transformation. That's don't you see that with your customers? >>Absolutely. I mean, there's a lot of different industry trends where you can't use your own historical first party data to figure out what customers are doing. I mean, with COVID customers are behaving totally differently than they used to. And you can't use your historical data to predict out of stocks or how the customer's gonna be interacting with your brand anymore. And you need that third party macroeconomic data. You need that third party COVID data or foot traffic data to enrich what your businesses are doing. And so, yes, it, it is a super cloud. And I think the big differentiator is that we are cloud agnostic, meaning that, like you said, you can take the technology for granted. You don't have to worry about where the other person has their tech stack. It's all the same experience on the snowflake super cloud as he put it. So, >>So Patrick, talk about the, the, the impact that you have been able to have during COVID. I mean, everybody had supply chain issues, but, you know, if you took, if you took away the machine learning and the data science that you are initiating, would life have been harder? Do you have data on that? You know, the, the, what if we didn't have this capability during the >>Challenges? No, it's, it's a fantastic question. And I'll actually build on the example that Rosemary, um, offered around COVID and better understanding COVID. So, um, in the past, you know, when we talk about data sharing data collaboration, it's basically wasn't possible, right? What's your tech stack, what's mine. How do we share data? I don't wanna send you my data without go releasing governance. It was a non-starter and, you know, through technology like snowflake, as we launched the collaborative cloud, we actually had a pilot client start right at the beginning of 2020. Um, we, we had, you know, speced out it onto use cases that really impactful for their, for their organization. But of course, what happened is, uh, a pandemic hit us and it became the biggest question, CEO executive team, all the way down is what is happening, what is happening in our stores? >>How are shoppers behaving and what, what that client of ours came to realize is while we, we actually, we have access to the E 4 51 collaborative cloud. We can see half of America's behavior last week down to the basket transaction UPC level. Let's get going. So again, the conversation wasn't about, you know, what data sources, how do we scramble? How do we get it together? What technologies, how do we collaborate? It was immediately focused on building the analysis to better understand that. And, and the outcomes that drove actually were all the way from manufacturing impact to marketing, to merchandising, because that brand was able to figure out, Hey, our top selling products, they're, they're not on the shelves. What are shoppers doing? Are they going to a, another brand? Are they not buying it all together? Are they going to a different size? Are they staying within our product portfolio? Are they going to a competitor? And those insights drove everything again from what do we need to manufacture more to, how do we need to communicate and incent our, our, our shoppers, our, our loyal shoppers also what's happening to our non loyals. Are they looking for an, you know, an alternative that a need that we can serve that level of, of shopper and customer understanding going all the way up to a strategic initiatives is something that is enabled through the Supercloud >><laugh>. How do you facilitate privacy as we're seeing this proliferation of privacy legislation? Yeah. I think there's now 22 states that have individual, and California's changing to CPR a at the beginning of yes, January 23. How do you balance that need that ability to share data? Yeah. Equitably fast, quickly, but also balance consumer privacy requirements. >>I mean, I could take a stab first. I mean, at snowflake, right, there is no better place to share your data that in a governed way than with snowflake data sharing, because then you can see and understand how the other side is using your data. Whereas in traditional methods, using an API or using an FTP server, you wouldn't be able to actually see how the other side is using your data. But in addition to that, we have the clean room where you can actually join on that underlying PII data without exposing it, because you can share functions securely on, on both sides. So I think there is no better place to do it than here at snowflake. Um, and because we deeply understand those policies, I think we are kind of keeping up with the times trying to get in front of things so that our data sharing capabilities stay up to date. When you have to expunge records, identify records with CCPA and, and GDPR and, and all the rest that are coming. Um, and so, so, I mean, I think especially with 84 50 ones, um, you know, collaborative cloud also building on top of the clean room, um, in, in further road in the further roadmap, I think, uh, you're gonna see some of that privacy compliant, data sharing, coming to play as well. You >>Know, what's interesting, Patrick is we were just in that session with the Frank Q and a, and he was very candid about when he was talking about, uh, Apache, uh, I'm sorry. Apache iceberg. Yeah. Yes. And he, he basically flat out said, look, you know, you gotta put it into the snowflake data cloud. It's, it's better there, but people might, you know, want to put it outside, not get locked in, et cetera. But what I'm, I'm listening to you saying it's so much easier for you today that could evolve something open source. And, and how do you think about that in terms of placing your bets? >>Yeah, it, it's a great question and really to go back to privacy, um, as a total topic, I mean, you're right. It's extremely relevant topic. It's, it's, you know, very ever changing right now at 84 51. Privacy is, is first it's the foundation. Um, it it's table stakes and that's from a policy that's from a governance, it's from a technology capability standpoint. And it's part of our, our culture because, um, it, it, because it has to be, uh, and, and so when we, when we think about, you know, the products that we're gonna build, how we want to implement, it's, it's a requirement that we leverage technologies that enable us to secure the governance and ensure that we're privacy compliant. Um, the customer data asset that we have is, is, you know, is extremely valuable as we've talked about in this interview, it's also responsibility. And we take that very, very seriously. And so, you know, Dave, back to your question about, you know, decisions to go, you know, open source or leverage for technologies. So there's always a balance. You know, we, we love to push the, the bounds of innovation and, and we wanna be on the forefront of data, sharing data, science, collaboration for this industry. But at the same time, we balance that with making sure that our technology partners are the right ones, because we are not willing to compromise our governance and our fir and our, our privacy, uh, priorities. >>That's gonna be interesting to see how that evolves. And I, I loved that. Frank was so candid about it. I think the key for any cloud player, including a super cloud is you gotta have an ecosystem without an ecosystem. Forget it. And you see a lot of companies. I mean, we were at Dell tech world. They're kind of, they're at the beginnings of that, but the ecosystems, nothing like this, right. Which is amazing, nothing against, against Dell, they're just kind of getting started and you have to be open. You have to have optionality. Yep. You know, so I, I don't know if we'll see the day where they're including data, bricks, data lakes inside of the snowflake cloud. That will be amazing. <laugh> but you know, you never say never in the world of cloud, >>Do you stranger things, Rosemary and Patrick, thank you so much for joining us talking about what 84 51 is doing powered by snowflake and also the rise of the snowflake retail cloud and what that's doing. We'll have to have you back on to hear what's going on as I'm sure the adoption will continue to increase. Absolutely. Thank you so much to both for having us, our pleasure. You appreciate this for our guests. I'm Lisa Martin. He's Dave ante stick around Dave will be back with Frankman CEO of snowflake. Next. You won't wanna miss it.
SUMMARY :
the VP of product management at their customer 84 51. It's nice to be here. And then we'll talk about how you're working with snowflake. Thank you both for, uh, the opportunity to be here. That's actually relevant and personalized to us. with the retailers and, and the brands so that you can bring that experience to life. In the right time in real time. the cloud to a platform for data, I call it super cloud. So that's really the big focus of snowflake is investing in industry to realize the business value And talk about ecosystem and how important that is, where, where you leave off You guys at 84 51 are a huge part of that ecosystem being, you know, one of the key retailers in, Um, and historically a lot of the interaction that we have with brands were through report web based applications, And it's it's it's analysis ready is so impactful to the investment that That's don't you see that with your customers? And you can't use your historical data to predict I mean, everybody had supply chain issues, but, you know, if you took, It was a non-starter and, you know, through technology like snowflake, as we launched the collaborative cloud, So again, the conversation wasn't about, you know, what data sources, How do you balance that need that But in addition to that, we have the clean room where you can actually join And he, he basically flat out said, look, you know, you gotta put it into the snowflake data cloud. And so, you know, Dave, back to your question about, you know, decisions to go, And you see a lot of companies. We'll have to have you back on to hear what's going on as I'm sure the adoption
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Exploring The Rise of Kubernete's With Two Insiders
>>Hi everybody. This is Dave Volante. Welcome to this cube conversation where we're going to go back in time a little bit and explore the early days of Kubernetes. Talk about how it formed the improbable events, perhaps that led to it. And maybe how customers are taking advantage of containers and container orchestration today, and maybe where the industry is going. Matt Provo is here. He's the founder and CEO of storm forge and Chandler Huntington hoes. Hoisington is the general manager of EKS edge and hybrid AWS guys. Thanks for coming on. Good to see you. Thanks for having me. Thanks. So, Jenny, you were the vice president of engineering at miso sphere. Is that, is that correct? >>Well, uh, vice-president engineering basis, fear and then I ran product and engineering for DTQ masons. >>Yeah. Okay. Okay. So you were there in the early days of, of container orchestration and Matt, you, you were working at a S a S a Docker swarm shop, right? Yep. Okay. So I mean, a lot of people were, you know, using your platform was pretty novel at the time. Uh, it was, it was more sophisticated than what was happening with, with Kubernetes. Take us back. What was it like then? Did you guys, I mean, everybody was coming out. I remember there was, I think there was one Docker con and everybody was coming, the Kubernetes was announced, and then you guys were there, doc Docker swarm was, was announced and there were probably three or four other startups doing kind of container orchestration. And what, what were those days like? Yeah. >>Yeah. I wasn't actually atmosphere for those days, but I know them well, I know the story as well. Um, uh, I came right as we started to pivot towards Kubernetes there, but, um, it's a really interesting story. I mean, obviously they did a documentary on it and, uh, you know, people can watch that. It's pretty good. But, um, I think that, from my perspective, it was, it was really interesting how this happened. You had basically, uh, con you had this advent of containers coming out, right? So, so there's new novel technology and Solomon, and these folks started saying, Hey, you know, wait a second, wait if I put a UX around these couple of Linux features that got launched a couple of years ago, what does that look like? Oh, this is pretty cool. Um, so you have containers starting to crop up. And at the same time you had folks like ThoughtWorks and other kind of thought leaders in the space, uh, starting to talk about microservices and saying, Hey, monoliths are bad and you should break up these monoliths into smaller pieces. >>And any Greenfield application should be broken up into individuals, scalable units that a team can can own by themselves, and they can scale independent of each other. And you can write tests against them independently of other components. And you should break up these big, big mandalas. And now we are kind of going back to model this, but that's for another day. Um, so, so you had microservices coming out and then you also had containers coming out, same time. So there was like, oh, we need to put these microservices in something perfect. We'll put them in containers. And so at that point, you don't really, before that moment, you didn't really need container orchestration. You could just run a workload in a container and be done with it, right? You didn't need, you don't need Kubernetes to run Docker. Um, but all of a sudden you had tons and tons of containers and you had to manage these in some way. >>And so that's where container orchestration came, came from. And, and Ben Heineman, the founder of Mesa was actually helping schedule spark at the time at Berkeley. Um, and that was one of the first workloads with spark for Macy's. And then his friends at Twitter said, Hey, come over, can you help us do this with containers at Twitter? He said, okay. So when it helped them do it with containers at Twitter, and that's kinda how that branch of the container wars was started. And, um, you know, it was really, really great technology and it actually is still in production in a lot of shops today. Um, uh, more and more people are moving towards Kubernetes and Mesa sphere saw that trend. And at the end of the day, Mesa sphere was less concerned about, even though they named the company Mesa sphere, they were less concerned about helping customers with Mesa specifically. They really want to help customers with these distributed problems. And so it didn't make sense to, to just do Mesa. So they would took on Kubernetes as well. And I hope >>I don't do that. I remember, uh, my, my co-founder John furrier introduced me to Jerry Chen way back when Jerry is his first, uh, uh, VC investment with Greylock was Docker. And we were talking in these very, obviously very excited about it. And, and his Chandler was just saying, it said Solomon and the team simplified, you know, containers, you know, simple and brilliant. All right. So you guys saw the opportunity where you were Docker swarm shop. Why? Because you needed, you know, more sophisticated capabilities. Yeah. But then you, you switched why the switch, what was happening? What was the mindset back then? We ran >>And into some scale challenges in kind of operationalize or, or productizing our kind of our core machine learning. And, you know, we, we, we saw kind of the, the challenges, luckily a bit ahead of our time. And, um, we happen to have someone on the team that was also kind of moonlighting, uh, as one of the, the original core contributors to Kubernetes. And so as this sort of shift was taking place, um, we, we S we saw the flexibility, uh, of what was becoming Kubernetes. Um, and, uh, I'll never forget. I left on a Friday and came back on a Monday and we had lifted and shifted, uh, to Kubernetes. Uh, the challenge was, um, you know, you, at that time, you, you didn't have what you have today through EKS. And, uh, those kinds of services were, um, just getting that first cluster up and running was, was super, super difficult, even in a small environment. >>And so I remember we, you know, we, we finally got it up and running and it was like, nobody touch it, don't do anything. Uh, but obviously that doesn't, that doesn't scale either. And so that's really, you know, being kind of a data science focused shop at storm forge from the very beginning. And that's where our core IP is. Uh, our, our team looked at that problem. And then we looked at, okay, there are a bunch of parameters and ways that I can tune this application. And, uh, why are the configurations set the way that they are? And, you know, uh, is there room to explore? And that's really where, unfortunately, >>Because Mesa said much greater enterprise capabilities as the Docker swarm, at least they were heading in that direction, but you still saw that Kubernetes was, was attractive because even though it didn't have all the security features and enterprise features, because it was just so simple. I remember Jen Goldberg who was at Google at the time saying, no, we were focused on keeping it simple and we're going from mass adoption, but does that kind of what you said? >>Yeah. And we made a bet, honestly. Uh, we saw that the, uh, you know, the growing community was really starting to, you know, we had a little bit of an inside view because we had, we had someone that was very much in the, in the original part, but you also saw the, the tool chain itself start to, uh, start to come into place right. A little bit. And it's still hardening now, but, um, yeah, we, as any, uh, as any startup does, we, we made a pivot and we made a bet and, uh, this, this one paid off >>Well, it's interesting because, you know, we said at the time, I mean, you had, obviously Amazon invented the modern cloud. You know, Microsoft has the advantage of has got this huge software stays, Hey, just now run it into the cloud. Okay, great. So they had their entry point. Google didn't have an entry point. This is kind of a hail Mary against Amazon. And, and I, I wrote a piece, you know, the improbable, Verizon, who Kubernetes to become the O S you know, the cloud, but, but I asked, did it make sense for Google to do that? And it never made any money off of it, but I would argue they, they were kind of, they'd be irrelevant if they didn't have, they hadn't done that yet, but it didn't really hurt. It certainly didn't hurt Amazon EKS. And you do containers and your customers you've embraced it. Right. I mean, I, I don't know what it was like early days. I remember I've have talked to Amazon people about this. It's like, okay, we saw it and then talk to customers, what are they doing? Right. That's kind of what the mindset is, right? Yeah. >>That's, I, I, you know, I've, I've been at Amazon a couple of years now, and you hear the stories of all we're customer obsessed. We listened to our customers like, okay, okay. We have our company values, too. You get told them. And when you're, uh, when you get first hired in the first day, and you never really think about them again, but Amazon, that really is preached every day. It really is. Um, uh, and that we really do listen to our customers. So when customers start asking for communities, we said, okay, when we built it for them. So, I mean, it's, it's really that simple. Um, and, and we also, it's not as simple as just building them a Kubernetes service. Amazon has a big commitment now to start, you know, getting involved more in the community and working with folks like storm forage and, and really listening to customers and what they want. And they want us working with folks like storm florigen and that, and that's why we're doing things like this. So, well, >>It's interesting, because of course, everybody looks at the ecosystem, says, oh, Amazon's going to kill the ecosystem. And then we saw an article the other day in, um, I think it was CRN, did an article, great job by Amazon PR, but talk about snowflake and Amazon's relationship. And I've said many times snowflake probably drives more than any other ISV out there. And so, yeah, maybe the Redshift guys might not love snowflake, but Amazon in general, you know, they're doing great three things. And I remember Andy Jassy said to me, one time, look, we love the ecosystem. We need the ecosystem. They have to innovate too. If they don't, you know, keep pace, you know, they're going to be in trouble. So that's actually a healthy kind of a dynamic, I mean, as an ecosystem partner, how do you, >>Well, I'll go back to one thing without the work that Google did to open source Kubernetes, a storm forge wouldn't exist, but without the effort that AWS and, and EKS in particular, um, provides and opens up for, for developers to, to innovate and to continue, continue kind of operationalizing the shift to Kubernetes, um, you know, we wouldn't have nearly the opportunity that we do to actually listen to them as well, listen to the users and be able to say, w w w what do you want, right. Our entire reason for existence comes from asking users, like, how painful is this process? Uh, like how much confidence do you have in the, you know, out of the box, defaults that ship with your, you know, with your database or whatever it is. And, uh, and, and how much do you love, uh, manually tuning your application? >>And, and, uh, obviously nobody's said, I love that. And so I think as that ecosystem comes together and continues expanding, um, it's just, it opens up a huge opportunity, uh, not only for existing, you know, EKS and, uh, AWS users to continue innovating, but for companies like storm forge, to be able to provide that opportunity for them as well. And, and that's pretty powerful. So I think without a lot of the moves they've made, um, you know, th the door wouldn't be nearly as open for companies like, who are, you know, growing quickly, but are smaller to be able to, you know, to exist. >>Well, and I was saying earlier that, that you've, you're in, I wrote about this, you're going to get better capabilities. You're clearly seeing that cluster management we've talked about better, better automation, security, the whole shift left movement. Um, so obviously there's a lot of momentum right now for Kubernetes. When you think about bare metal servers and storage, and then you had VM virtualization, VMware really, and then containers, and then Kubernetes as another abstraction, I would expect we're not at the end of the road here. Uh, what's next? Is there another abstraction layer that you would think is coming? Yeah, >>I mean, w for awhile, it looked like, and I remember even with our like board members and some of our investors said, well, you know, well, what about serverless? And, you know, what's the next Kubernetes and nothing, we, as much as I love Kubernetes, um, which I do, and we do, um, nothing about what we particularly do. We are purpose built for Kubernetes, but from a core kind of machine learning and problem solving standpoint, um, we could apply this elsewhere, uh, if we went that direction and so time will tell what will be next, then there will be something, uh, you know, that will end up, you know, expanding beyond Kubernetes at some point. Um, but, you know, I think, um, without knowing what that is, you know, our job is to, to, to serve our, you know, to serve our customers and serve our users in the way that they are asking for that. >>Well, serverless obviously is exploding when you look again, and we tucked the ETR survey data, when you look at, at the services within Amazon and other cloud providers, you know, the functions off, off the charts. Uh, so that's kind of an interesting and notable now, of course, you've got Chandler, you've got edge in your title. You've got hybrid in, in your title. So, you know, this notion of the cloud expanding, it's not just a set of remote services, just only in the public cloud. Now it's, it's coming to on premises. You actually got Andy, Jesse, my head space. He said, one time we just look at it. The data centers is another edge location. Right. Okay. That's a way to look at it and then you've got edge. Um, so that cloud is expanding, isn't it? The definition of cloud is, is, is evolving. >>Yeah, that's right. I mean, customers one-on-one run workloads in lots of places. Um, and that's why we have things like, you know, local zones and wavelengths and outposts and EKS anywhere, um, EKS, distro, and obviously probably lots more things to come. And there's, I always think of like, Amazon's Kubernetes strategy on a manageability scale. We're on one far end of the spectrum, you have EKS distro, which is just a collection of the core Kubernetes packages. And you could, you could take those and stand them up yourself in a broom closet, in a, in a retail shop. And then on the other far in the spectrum, you have EKS far gate where you can just give us your container and we'll handle everything for you. Um, and then we kind of tried to solve everything in between for your data center and for the cloud. And so you can, you can really ask Amazon, I want you to manage my control plane. I want you to manage this much of my worker nodes, et cetera. And oh, I actually want help on prem. And so we're just trying to listen to customers and solve their problems where they're asking us to solve them. Cut, >>Go ahead. No, I would just add that in a more vertically focused, uh, kind of orientation for us. Like we, we believe that op you know, optimization capabilities should transcend the location itself. And, and, and so whether that's part public part, private cloud, you know, that's what I love part of what I love about EKS anywhere. Uh, it, you know, you shouldn't, you should still be able to achieve optimal results that connect to your business objectives, uh, wherever those workloads, uh, are, are living >>Well, don't wince. So John and I coined this term called Supercloud and people laugh about it, but it's different. It's, it's, you know, people talk about multi-cloud, but that was just really kind of vendor diversity. Right? I got to running here, I'm running their money anywhere. Uh, but, but individually, and so Supercloud is this concept of this abstraction layer that floats wherever you are, whether it's on prem, across clouds, and you're taking advantage of those native primitives, um, and then hiding that underlying complexity. And that's what, w re-invent the ecosystem was so excited and they didn't call it super cloud. We, we, we called it that, but they're clearly thinking differently about the value that they can add on top of Goldman Sachs. Right. That to me is an example of a Supercloud they're taking their on-prem data and their, their, their software tooling connecting it to AWS. They're running it on AWS, but they're, they're abstracting that complexity. And I think you're going to see a lot, a lot more of that. >>Yeah. So Kubernetes itself, in many cases is being abstracted away. Yeah. There's a disability of a disappearing act for Kubernetes. And I don't mean that in a, you know, in an, a, from an adoption standpoint, but, uh, you know, Kubernetes itself is increasingly being abstracted away, which I think is, is actually super interesting. Yeah. >>Um, communities doesn't really do anything for a company. Like we run Kubernetes, like, how does that help your bottom line? That at the end of the day, like companies don't care that they're running Kubernetes, they're trying to solve a problem, which is the, I need to be able to deploy my applications. I need to be able to scale them easily. I need to be able to update them easily. And those are the things they're trying to solve. So if you can give them some other way to do that, I'm sure you know, that that's what they want. It's not like, uh, you know, uh, a big bank is making more money because they're running Kubernetes. That's not, that's not the current, >>It gets subsumed. It's just become invisible. Right. Exactly. You guys back to the office yet. What's, uh, what's the situation, >>You know, I, I work for my house and I, you know, we go into the office a couple of times a week, so it's, it's, uh, yeah, it's, it's, it's a crazy time. It's a crazy time to be managing and hiring. And, um, you know, it's, it's, it's, it's definitely a challenge, but there's a lot of benefits of working home. I got two young kids, so I get to see them, uh, grow up a little bit more working, working out of my house. So it's >>Nice also. >>So we're in, even as a smaller startup, we're in 26, 27 states, uh, Canada, Germany, we've got a little bit of presence in Japan, so we're very much distributed. Um, we, uh, have not gone back and I'm not sure we will >>Permanently remote potentially. >>Yeah. I mean, w we made a, uh, pretty like for us, the timing of our series B funding, which was where we started hiring a lot, uh, was just before COVID started really picking up. So we, you know, thankfully made a, a pretty good strategic decision to say, we're going to go where the talent is. And yeah, it was harder to find for sure, especially in w we're competing, it's incredibly competitive. Uh, but yeah, we've, it was a good decision for us. Um, we are very about, you know, getting the teams together in person, you know, as often as possible and in the safest way possible, obviously. Um, but you know, it's been a, it's been a pretty interesting, uh, journey for us and something that I'm, I'm not sure I would, I would change to be honest with you. Yeah. >>Well, Frank Slootman, snowflakes HQ to Montana, and then can folks like Michael Dell saying, Hey, same thing as you, wherever they want to work, bring yourself and wherever you are as cool. And do you think that the hybrid mode for your team is kind of the, the, the operating mode for the, for the foreseeable future is a couple of, >>No, I think, I think there's a lot of benefits in both working from the office. I don't think you can deny like the face-to-face interactions. It feels good just doing this interview face to face. Right. And I can see your mouth move. So it's like, there's a lot of benefits to that, um, over a chime call or a zoom call or whatever, you know, that, that also has advantages, right. I mean, you can be more focused at home. And I think some version of hybrid is probably in the industry's future. I don't know what Amazon's exact plans are. That's above my pay grade, but, um, I know that like in general, the industry is definitely moving to some kind of hybrid model. And like Matt said, getting people I'm a big fan at Mesa sphere, we ran a very diverse, like remote workforce. We had a big office in Germany, but we'd get everybody together a couple of times a year for engineering week or, or something like this. And you'd get a hundred people, you know, just dedicated to spending time together at a hotel and, you know, Vegas or Hamburg or wherever. And it's a really good time. And I think that's a good model. >>Yeah. And I think just more ETR data, the current thinking now is that, uh, the hybrid is the number one sort of model, uh, 36% that the CIO is believe 36% of the workforce are going to be hybrid permanently is kind of their, their call a couple of days in a couple of days out. Um, and the, the percentage that is remote is significantly higher. It probably, you know, high twenties, whereas historically it's probably 15%. Yeah. So permanent changes. And that, that changes the infrastructure. You need to support it, the security models and everything, you know, how you communicate. So >>When COVID, you know, really started hitting and in 2020, um, the big banks for example, had to, I mean, you would want to talk about innovation and ability to, to shift quickly. Two of the bigger banks that have in, uh, in fact, adopted Kubernetes, uh, were able to shift pretty quickly, you know, systems and things that were, you know, historically, you know, it was in the office all the time. And some of that's obviously shifted back to a certain degree, but that ability, it was pretty remarkable actually to see that, uh, take place for some of the larger banks and others that are operating in super regulated environments. I mean, we saw that in government agencies and stuff as well. >>Well, without the cloud, no, this never would've happened. Yeah. >>And I think it's funny. I remember some of the more old school manager thing people are, aren't gonna work less when they're working from home, they're gonna be distracted. I think you're seeing the opposite where people are too much, they get burned out because you're just running your computer all day. And so I think that we're learning, I think everyone, the whole industry is learning. Like, what does it mean to work from home really? And, uh, it's, it's a fascinating thing is as a case study, we're all a part of right now. >>I was talking to my wife last night about this, and she's very thoughtful. And she w when she was in the workforce, she was at a PR firm and a guy came in a guest speaker and it might even be in the CEO of the company asking, you know, what, on average, what time who stays at the office until, you know, who leaves by five o'clock, you know, a few hands up, or who stays until like eight o'clock, you know, and enhancement. And then, so he, and he asked those people, like, why, why can't you get your work done in a, in an eight hour Workday? I go home. Why don't you go in? And I sit there. Well, that's interesting, you know, cause he's always looking at me like, why can't you do, you know, get it done? And I'm saying the world has changed. Yeah. It really has where people are just on all the time. I'm not sure it's sustainable, quite frankly. I mean, I think that we have to, you know, as organizations think about, and I see companies doing it, you guys probably do as well, you know, take a four day, you know, a week weekend, um, just for your head. Um, but it's, there's no playbook. >>Yeah. Like I said, we're a part of a case study. It's also hard because people are distributed now. So you have your meetings on the east coast, you can wake up at seven four, and then you have meetings on the west coast. You stay until seven o'clock therefore, so your day just stretches out. So you've got to manage this. And I think we're, I think we'll figure it out. I mean, we're good at figuring this stuff. >>There's a rise in asynchronous communication. So with things like slack and other tools, as, as helpful as they are in many cases, it's a, it, isn't always on mentality. And like, people look for that little green dot and you know, if you're on the you're online. So my kids, uh, you know, we have a term now for me, cause my office at home is upstairs and I'll come down. And if it's, if it's during the day, they'll say, oh dad, you're going for a walk and talk, you know, which is like, it was my way of getting away from the desk, getting away from zoom. And like, you know, even in Boston, uh, you know, getting outside, trying to at least, you know, get a little exercise or walk and get, you know, get my head away from the computer screen. Um, but even then it's often like, oh, I'll get a slack notification on my phone or someone will call me even if it's not a scheduled walk and talk. Um, uh, and so it is an interesting, >>A lot of ways to get in touch or productivity is presumably going to go through the roof. But now, all right, guys, I'll let you go. Thanks so much for coming to the cube. Really appreciate it. And thank you for watching this cube conversation. This is Dave Alante and we'll see you next time.
SUMMARY :
So, Jenny, you were the vice president Well, uh, vice-president engineering basis, fear and then I ran product and engineering for DTQ So I mean, a lot of people were, you know, using your platform I mean, obviously they did a documentary on it and, uh, you know, people can watch that. Um, but all of a sudden you had tons and tons of containers and you had to manage these in some way. And, um, you know, it was really, really great technology and it actually is still you know, containers, you know, simple and brilliant. Uh, the challenge was, um, you know, you, at that time, And so that's really, you know, being kind of a data science focused but does that kind of what you said? you know, the growing community was really starting to, you know, we had a little bit of an inside view because we Well, it's interesting because, you know, we said at the time, I mean, you had, obviously Amazon invented the modern cloud. Amazon has a big commitment now to start, you know, getting involved more in the community and working with folks like storm And so, yeah, maybe the Redshift guys might not love snowflake, but Amazon in general, you know, you know, we wouldn't have nearly the opportunity that we do to actually listen to them as well, um, you know, th the door wouldn't be nearly as open for companies like, and storage, and then you had VM virtualization, VMware really, you know, that will end up, you know, expanding beyond Kubernetes at some point. at the services within Amazon and other cloud providers, you know, the functions And so you can, you can really ask Amazon, it, you know, you shouldn't, you should still be able to achieve optimal results that connect It's, it's, you know, people talk about multi-cloud, but that was just really kind of vendor you know, in an, a, from an adoption standpoint, but, uh, you know, Kubernetes itself is increasingly It's not like, uh, you know, You guys back to the office And, um, you know, it's, it's, it's, it's definitely a challenge, but there's a lot of benefits of working home. So we're in, even as a smaller startup, we're in 26, 27 Um, we are very about, you know, getting the teams together And do you think that the hybrid mode for your team is kind of the, and, you know, Vegas or Hamburg or wherever. and everything, you know, how you communicate. you know, systems and things that were, you know, historically, you know, Yeah. And I think it's funny. and it might even be in the CEO of the company asking, you know, what, on average, So you have your meetings on the east coast, you can wake up at seven four, and then you have meetings on the west coast. And like, you know, even in Boston, uh, you know, getting outside, And thank you for watching this cube conversation.
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