Matt Harris, Mercedes AMG Petronas Motorsport | Pure Accelerate 2019
>> from Austin, Texas. It's Theo Cube, covering pure storage. Accelerate 2019. Brought to you by pure storage. >> Welcome back to the Cube, The leader and live tech coverage. I'm Lisa Martin with David Dante. We got a pretty cool guests coming up next, guys, you may have seen him here on the Q before. He has back Matt Harris, the head of I T for Mercedes AMG, Petronas Motor Sport. Matt, Welcome back. >> Often a >> way got the car over there with excitement. One of the coolest sports I've ever become involved with. Formula One is this incredible mix of technology strategy. All these crazy things you guys that Mercedes have been partners, customers a cure for about what? 45 years? >> 2015. As a customer, we became partners in 2016. >> I wonder if they like to save Mercedes AMG Petunias Motor Sport has had five consecutive years of both constructors championships driver's championships. You're a great position on both for 2019. It was a little bit of a history about the product that you put out on truck every other week and how pure storage is a facilitator of that. >> Yeah, okay, so it's an interest in a story for those that are interested in Formula One, because what you see on the track looks the same. But realistically, every time he goes out, the guarantee will be different. That level of difference could be a simple wing change or configuration, always based on data that we're learning from during a race again. But every week we also have a different car dependent on the track we're going to. So we have two different worlds that basically were to rate on a minute by minute, hour by hour and day by day at the track. But in the factory, that could be the same sort of it oration. But it could also be into weekly or monthly or year for a car. So all of that is based on data. So everything we do is that businesses revolves around data. We never make a change to the car without me now to back it up with empirical knowledge. Even if the driver turns around and tells us they feel something called, they believe something, we will always make sure we have data to back up that decision, So access to data is critical. Compute performance whether it's high performance, compute for our safety, for instance, whether it's for you as an end user, access to data is critical across everything that we do is time critical Time is our currency really as a business if we slow down your job? Generally, that probably means that you've got less time to make the correct decision. Or maybe you have to turn into a guess or a hunch, which that's never a good place to be in our sport. >> No, I would think not. >> I've I recall, from our conversation last year their rules that say, How many people you can have in your entourage like 60. I think it was yes, and at the time I think you said you got, like, 15 Allocated to data. Is that ratio kind of still holding? I >> still exactly the same in our tracks. On environment, they're still the same in the factory. We have more than that, depending on how many people on what time of day, what day of the week. So on a Friday race day, practice day, we can have a minimum. There'll be 30 people in our race support room will be looking at data along with those other 15. But you can have the whole Aargh department or design department or logistics. Whoever could still be looking at data from the track real time, so we can have as many as 4 to 500 looking at data if they want to. And if that's the right thing going on earlier in the season, you generally get more people looking As the season goes on. It's probably more aargh focused, maybe mechanically if we got something new, or maybe the engine division again in a completely separate building in the U. K 40 miles apart, they've got another set of people that will be looking and trolling through data riel time from the but looking really at the power unit rather than the chassis side. >> And you're generating, like roughly half a terabyte a weekend on a race weekend. Is that still about the same? Or is that growing a car >> perspective? It's just under half a terabyte, but we produce up to another half a terabyte of other supporting data with that GPS data, weather data, video, audio, whatever it would be other information to help with the strategy side of things So we're around 77 50 to 1 terabyte for race weekend, >> and each car has about 300 sensors. I think when we spoke with you last year, or maybe you're half ago is about 200 so that's increasing in terms of all the data being captured every race weekend. But one of the things that I love that matter sizes, you know, we're idea at Mercedes is not that unlike I t at other groups who really rely on high performance systems. But you do put out a new product every two weeks and this really extreme range of conditions, your product is extremely expensive as pretty sexy. Like the portability factor. You have to set up a tea shop, have any 20 weekends a year and set it up in what, 36 hours and take it down in six. >> And a nine year old joke about the taking it down in six is a bit like a Benny Hill sketch. It's obviously choreographed and, well, well rehearsed, but we have all the same systems as any normal business would have the tracks. That environment is very different, though we don't have air conditioning in so all the IittIe equipment has to work at the natural ambient air temperature of the country. We're in this year. Believe it or not, Germany and hungry have been our biggest challenge. We've had for the last 43 to 4 years because they had 45 degree air ambient air temperature. So forget humidity for a minute, which is Another kettle of fish probably affects us a bit more, maybe, than the systems, but we're only chucking that air as fast as we can across the components. So we're not putting any cooling into what is probably around the tolerance of most I T systems. So we have to rely basically on air throughput to terminate. Keep kit. Cool. Now the benefit with pure is actually doesn't create any heat, either. There's no riel heat generation, so it's quite tolerant, which helps us get it doesn't create Maur, but the environment we put it into is quite special. But what we're doing is what any business would want to do. Access toe email file systems. What we're trying to do is give it in a performance fashion. People need to make a decision. So in qualifying, for instance, those 300 sensors. That information that we've got from the car, we've got minutes to make a decision based on data. If it takes you too long to get the data off, you can't then look at the data to make a decision. So we have to make sure data in just from the car and then basically multi access from everybody in the factory or the track side is performance enough to make a decision before the car goes back out again. Otherwise, we're wasting track time. >> So you've always had data in this business. Early days was all analog, and it obviously progressed and thinking about what you want to do, Going forward with data. What kind of information or capabilities don't you have? Where that technology in the future could address >> s so interesting. One is technology of the future. If you know what it is, let me know with what we know right now, I think a lot of it's gonna be about having the ability to have persistent storage. But actually the dynamic of the compute resource eso looking at things like kubernetes or anything like that to turn around and have dynamic resource spin up as and when required to do high performance computer calculations based on the data, maybe to start giving us some automated information, I'm gonna be careful of the M l A. I is for our businesses, it's not quite as simple as others because our senior management very technically capable, and they just see it as advanced statistical analysis. So unless you program, it is not gonna give you an answer. Now we've started to see some things this year were actually the computer is teaching us things we didn't ask it to. So we have got some areas where we're beginning to learn that. That's not necessarily the case now, but for us that access to data moving forward, it's probably gonna be compute. Combined with that underlying storage platform, there's going to be critical onstage. You you heard Robin people talking about the ability to have that always present storage layer with the right computer. That's something for us is going to be critical, because otherwise we're gonna waste money and have resource sat doing nothing. >> Is security >> an issue for you? I mean, it's an issue for everybody, but there isn't a game of honor because you got this, you know, little community that you guys trying to hack each other systems. >> So it's an interesting one inside the sport, Actually, no. Because a few years ago there was a very high profile case where data went between two teams and there was £100 million fine's exclusion from the sport for a season. So that's that's >> too big. You don't mess with that. >> But also, if you think of that from our perspective, we've got the Daimler star on here. We cannot afford to have any of that Brenda brand reputational rubbing off on Damon's. So that's a no no other teams I can't talk for. But we're all fairly sensible between ourselves. What will be interesting moving forward is what technologies air in our sport, but actually of the whether their motor manufacturers or not, is their technology in there that they're interested in. Maybe the battery technology from the power unit side of things is that the power unit itself. So are other things actually more interesting to those other >> places. It legal for you, you know, by the rules of sports, a monitor, just data or captured data, whether it's visual, whatever from your competitors. Eso anything, >> this public? Yes, it's fair game. Okay, so we get given all the teams. Actually, we get a standard set of three or four different streams of information around GPS timing on some video feeds and audio feeds on their publicly consumable by the team's. When I say public for a second on those feeds, we can do what we like. You know that there for us to infer information, which we do a lot off, is what helps our strategy team to turn around and actually predict what we might or might not need to do as far as a pit stop or tire degradation. >> And that's where the human element must come into understanding the competent, like to football coaches who who know each other right? >> Well, yes. And now, if you think if you add to that the human element off Well, what happens if one team strategy person changes? Are they gonna make a different call based on the same data? Is their hunch different? Do they think they know better within a team? You can have that discussion. So what happens in another team where they're cars, not as performance so their mindset. Maybe they're thinking differently. Or maybe a team's got the most performance car of the moment and they think that they're going to do X. And we're like, Well, we're gonna do something different than to try and actually catch them out. So do we. Now don't do the normal thing. >> So let's hope >> Gamification I love it. >> Let's look at all. Make a prediction. 2019 is gonna be another Mercedes AMG way. So at the end of the season, all of the data that you have collected from the cars, all the sensors, all the weather data, GPS, et cetera how does pure facilitate in the off season the design of the 2020 car, for example, Where does where does things like computational fluid dynamics? >> Okay, so all of our production data is on pure, whether it's on a ray or blade somewhere, it's on pure storage across the site. So they're involved. Whether you're talking about design, whether you're talking about final element analysis for hyper a ll, the C f. D. Using high performance computer systems, everything some pure so from that point of view, is making sure we're using the right resource in the right place to get the best performance. Now, see if he's an interesting one because we're regulated by the F A a. About the amount of compute that weaken you. He's now. Because of that, you want it to be as efficient as you possibly can. It's not speed but the efficient use off CPU time. So if a CPU is waiting for data, that's wasted, Okay, so for us, it's trying to make sure that whole ecosystem is as efficient as we can. That's obviously an integral part of everything we do, so whether we're wind tunnel testing, whether we're in the dino, the simulators, but everything basically comes back to trying to understand and correlate the six or seven different places we generate data, trying to make sure that when there's a change in the simulator, we understand that change in the real world or in a diner or in safety. So all of that, what pure do is allow us to have that single place to go and look how I perform and always available. And for me, I don't have to have a story. Jasmine. Yeah, we've got a team of people that actually are thinking about that for us at Pure, You know, there is invested in us these days. Yeah, I walk around here, I'm very fortunate. I get to see all of the senior guys here and there. They are asking me what's going on and how's things with sequel Oracle Because they know exactly what we're doing and they're they're trying to say what's coming. So things like object engine Pierre So we've been talking to pure about using that over the coming months. But what? We're not having it at the moment. Go out and learn it. Actually, they coming in and they're telling us all about it. So they become a virtual extension to my team, which is just amazing. >> Yeah, far more efficient. You're able to focus on a much more things that drive value for the business. As we look at some of the things like the Evergreen business model. What were some of the big ah ha we hear is the right solution for us back in 2015. Is that >> so? Evergreen and love. Your stories were two things at the time that we're just incredible for us because love your storage was basically you could have an array and basically you could use it. And there was no commitment, no anything. But if you like that, you could keep it, obviously, paying for it. Ah, nde. When we did that in the factory, basically, within a week of being in there that the team were like, Whoa, hang on, that's going nowhere. So that was That was a nice, easy one. But Evergreen was an interesting one, which has only really, truly for me. I've always bought into it. But the last probably 18 months we've used it time and time and time again because the improvements with the speed of light x 90 coming envy Emmy drives. When we were looking at capacity, what we did was we turned round and said, Well, actually, we can buy more dense units in the next 90 so we're only buying the extra capacity, but we were getting new technology. So nations, all the innovation that you're putting into their products were getting it. So today, when they were talking about the memory based access, and if your things always sat there going, I can use that. Oh, and there's no there's no work for me, there's no effort. The only thing I gotta worry about is whether I've got capacity for that. Those modules to go in. So Evergreen has worked several times because I don't have to go back to the cap export and go. Could I have another x £1,000,000 please? Why? I need some more storage. Yeah, but you bought some of the other day. Yeah, well, that one. I need to get rid of it because I need a bigger one. And I don't have to do that. Now. I just go in. I'm telling them what the increases for which actually, they can choose Then if they want to increase, they know what the business benefit is rather than just I t has got to turn around and either replace it because of age or the new version doesn't support is not an uplift, not upgrade from the old. One >> I've seen was looking at some of your stats and the case study that's currently online on. Imagine these numbers have gone up 68% reduction in data center Rackspace and saving £100,000 a year and operating costs >> those that would have been probably two years ago. Ish roughly those figures. And the operating cost is a huge improvement for us. Cap Ex is probably the biggest one for me. They were moving forward with cost caps coming into Formula One. That type of thing is gonna be invaluable. Does not happen to do a forklift upgrade of your storage. Well, I wouldn't know what I would do if I had to upgrade what I now own from pure I can't even imagine what? I don't want to turn around town my bosses what that's >> gonna cost. Well, it sounds like you really attacked the op X side with R and D with pure r and D. I kind of like that shifting, you know, labor toe are Andy because you don't want to spend labour on managing storage a raise, make no sense for your business. Okay. What do you want? Pure toe spend? R and D are now, what problem can they saw for? You mean >> so racy is gonna help If I'm really honest, that's actually is gonna help fill a whole quite well for us because we weren't really sure what to put some of that less hot data we were like, Well, where we going to start to put this now? Because we were beginning to fill up the array and the blades. Actually, with a racy no, we can actually use that different class of storage actually, to keep it still online. Still be out to do some machine learning A. I in the future when that comes around. But actually I can now have Maur longevity out of my existing array and blades. So that's brilliant and coming, I think, having I need to be careful, I know some things that are coming. Uh, the active sinking array is brilliant, and we've been using that since it came out. Having that similar or same ability in Blade when it comes will be a very advantageous having those played enclosures. We've gone to multi chassis flash played over the last six weeks, so that for us is great. Once we can start to synchronize between those two, then that's ah, that's another big one for us, for resiliency, for fault, tolerance, but also workload movement. That thing I said about persistent stories, layer, I'm not gonna need to care where it is, and it will be worked out by the storage in the orchestration layer so it can have the storage in the computer in the right place. >> Wow. Great story, Matt, as always. And I think it's Pierre calls this the unfair advantage coming to life. Best of luck for the rest of the 2019 season. >> I'll take it. >> All right, We'll see you next time. >> Thank you. >> Keep before >> for David Dante. I am Lisa Martin. You're watching the Cube from Cure Accelerate in Austin, Texas.
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Brought to you by the head of I T for Mercedes AMG, Petronas Motor Sport. One of the coolest sports I've ever become involved with. the product that you put out on truck every other week and Even if the driver turns around and tells us they feel something called, they believe something, we will always make sure I think it was yes, and at the time I think you said you got, like, 15 Allocated to data. Whoever could still be looking at data from the track real time, so we can have as many as 4 to 500 Is that still about the same? I think when we spoke with you last year, We've had for the last 43 to 4 years because they had 45 and it obviously progressed and thinking about what you want to do, But actually the dynamic of the compute resource I mean, it's an issue for everybody, but there isn't a game of honor because you got this, So it's an interesting one inside the sport, Actually, no. Because a few years ago You don't mess with that. Maybe the battery technology from the captured data, whether it's visual, whatever from your competitors. When I say public for a second on those feeds, we can do what we like. Or maybe a team's got the most performance car of the moment and the end of the season, all of the data that you have collected from the cars, basically comes back to trying to understand and correlate the six or seven different places we generate As we look at some of the things like the Evergreen business model. So nations, all the innovation that I've seen was looking at some of your stats and the case study that's currently online on. Cap Ex is probably the biggest one for me. with pure r and D. I kind of like that shifting, you know, A. I in the future when that comes around. Best of luck for the rest of the 2019 season. I am Lisa Martin.
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Matt Harris, Mercedes AMG Petronas Motorsport | Pure Storage Accelerate 2018
>> Narrator: Live from the Bill Graham Auditorium in San Francisco, it's The Cube. Covering Pure Storage Accelerate 2018. Brought to you by Pure Storage. (techno music) >> Back to The Cube, we are live at Pure Storage Accelerate 2018. We are in San Francisco at the Bill Graham Civic Auditorium. This is a really cool building built in 1915, loads of history with artists. I'm with Dave Vellante. I'm wearing prints today in honor of the venue and we're excited to be joined by longtime Pure Storage customer Mercedes AMG Petronas Motorsport head of IT Matt Harris. Matt, it's great to see you again. >> Hey, good up, good morning I should say. >> I think it is still morning somewhere. (laughter) >> So, Matt, you know, for folks who aren't that familiar with Formula One one of the things, you know I'm a fan. It's such a data intense sport. You've got to set up a data center 21 times a year, across the globe, with dramatically different weather conditions, humidity, etc. Give our viewers an idea of your role as head of IT and what it is that your team needs to enable the drivers to do? >> Okay, so in general terms, we're but like any other normal business around the world. Yeah we have huge amounts of data created depending on what your company is doing. Ours comes from two cars going around the track. That is the lifeblood of our of our work, our day work, and all that data is always analyzed to work out how we can improve the car. But what we really have is an infrastructure the same as many other companies. We have some slight differences as you say. We go to 21 countries. In those countries we turn around and we have 36 hours roughly to put everything together in a different world, different place and then everybody turns up and uses it as though it's a branch office. A hundred people roughly sat there working in the normal environment. We use it for five days and then we take it apart in six hours, put it in two boxes, take it to another country, and we do the same thing again. We do that 21 times. Sometimes back-to-back, sometimes with a week in between. Week in between is quite easy. Back to back sometimes we go from Canada maybe all the way across the world from Monaco within the space of a week so if we've got the flights in the way and everything else and we also end up having to an engineer a car, run a car around the track, and hopefully win races. >> So, you basically got a data kit that you take around with you. >> Yeah. >> And then what did you do before you had this capability? Was it just gut feel? Was it finger in the wind? >> Um, so. For about 15 years, we've been running what everybody's classes and Internet of Things we've been doing for about 15-20 years the car. It's got around these days around 300 sensors on it. Without those sensors realistically we'll be running the car blind and we probably couldn't even start the car let alone actually run it these days or improve things. We turn around and we're always ingesting data from the cars real-time. That real-time data actually we transfer to the garage. That's no problem at all but we also bring it back to the factory because we're limited on the number of people that are allowed to travel with the team. So, we're physically only allowed to take 60 people. Rules tell us we can only take 60 people to work on the car. Now of those, around about 15 are probably looking at data. We're generating around about half a terabyte per race weekend these days and 15 people, it's not enough eyes realistically to turn around and look at all that data all the time. So we take it back to the UK and in the UK, again, we have anywhere between another 30 and maybe 800 staff will be looking at that data to help analyze particularly on a Friday. Friday is about running the car and learning. We discussed a few minutes ago, what's the weather like? What are the tires like? What's the track like? Has there been any change in track? Has it been resurfaced? What's going on with the car compared to what we think is its optimum? And on a Friday's iterative change and learning about tire degradation, tire life, tire wear, the weather conditions, how they're going to interact with the car, all based on data. The interesting thing for me has always been that we have all this data but the two drivers in the car are the biggest sensor for us. They turn around and tell us how they felt. When they were going round corners, Was it good, bad, indifferent? But as soon as they tell us something, we always go to data. We've taken their interpretation of how their body felt, we turn around and then look at the data to prove what they've told us. So, an interesting anecdote very quickly. last year in Singapore, Valtteri was going across the bridge and he said he could feel that the throttle felt like it was cutting and we couldn't see in data and we were looking and looking and eventually he said, "No, it absolutely happens every time I cross the bridge." and they found a 20 millisecond gap in throttle application basically because there was a magnetic field that the bridge was creating so a sensor was actually cutting the throttle. he could feel it. we could fit that eventually see in data, shielded the sensor, everybody's happy. so you go from the human being could feel a 20th, a 20 millisecond gap in throttle application for us finding in data, engineering a solution, and changing things. >> So, the human's still a critical part of? (crosstalk) >> So, where does Pure Storage fit into this whole thing? and give us the before and after on that. >> So, three years ago we started working with Pure because I have two different solutions. one in the track and one in the factory. one in the track realistically I have some constraints around space, power, heat. that most people would love to take the racks as we were talking about we take around the world, they would love to leave in a nice air-conditioned computer room and just leave it there all year. we move it around but that rack of information we have to spend $298 per kilo to transport IT equipment around, well any equipment, around the world. So, we've got tons of equipment that we take around the world. it's thousands and thousands of pounds of freight cost. So, we went from forty U of old-school spinning disk, lots of complexity in cabling, administration, down to 2-3 U and 20 arrays. Now, they're more heat tolerant. I have two power cables in each and two network cables so complexity is gone. it just works. It's heat tolerant. it doesn't create a lot of heat so I haven't got the added issue of that. it's not using a huge amount of power so my UPS solution has to be smaller. so everything just got smaller, cheaper. really simply at the track, we improve the performance for everybody. from an IT point of view, we got very, very simple. incredibly easy to look after and manage but it's very reliable and performant at the same time. we then went to the factory where I've got 800 people looking at data. the problem is when a car goes round and we offload it, there's one single file. we haven't got this distributed amount of data that everybody. so you got one file that everybody's trying to open, old-school discs, you've now got contention for that one file that everybody's opening. So, people would come back from the track and go, "Why is it so slow to open information in the factory compared to at the track?" Trying to explain to them contention of data in those days was a little bit difficult but now we have 800 people that don't need to care and why that matters for us is decision making. So, if you think about qualifying, those that don't understand Formula One, we have three sessions of qualifying and the car goes out roughly two times in each qualifying session with around about a couple of minute gap in between the times the car goes out. that couple of minutes is about changing the car to be optimal for the next run. if it takes you minutes and minutes to offload data, open the data, review the information that the driver told you, and make a change, you can't go back out a second time. So, everything is about optimal performance for those engineers to optimize the performance of the car. what we are able to do now is to turn around and make sure that we're making correct decisions because rather than data taking two or three minutes to open, it's in seconds instead. So, you can look at the data, make an informed decision, change the car, hopefully improve every time the car goes out. >> One of the things, Matt, that Charlie Giancarlo, the CEO of Pure Storage, said this morning during the keynote was that less than half a percent of data in the world is analyzed. talk to us about what Pure Storage is able to facilitate for your team to be able to analyze that data. how much of that data are you able to analyze? and talk to us about the speed criticality. >> Yeah, okay, so, and quite a lot of the work over the previous probably 10 or 15 years has been very human centric. So, it's what data I know I need to go and look at to understand to be able to compute, to turn around and maybe infer information from to be able to make a better decision. So, strategy is probably one of the best places these days where the data that we're learning all the time. we have data about ourselves but we also have data about the other teams. those teams have the same data about us as well, your GPS data, timing data, so we know what's going on so we can infer information on a competitor as well as ourselves. tire degradation, tire wear, tire life, all things that you can infer that mean that you were mentioning earlier on about a pit stop. if a safety car comes out should you pick, shouldn't you pick. those decisions are now based on accurate data about whether we think competitor will pit, whether we think the competitors tires will last, can we overtake that competitor? because actually the track does or doesn't allow overtaking. So, lots of decisions made real-time based on exactly what's happening now but inferred from previous races and we're always learning all the time. everything is about the previous races. information we're learning every time. >> and how much of that heavy lifting of that data is machines versus humans. Are the machines increasingly, I don't want to say making the decisions, but helping? >> Yes, so, we're not in a position at the moment where the machines are making decisions. they're helping us to be informed, to visualize. Yeah, we work with the likes of TIBCO as well as Pure and other partners or sponsors that we have where they turn around and actually they help us to visualize that data. the problem we've got at the moment is we're still looking at all the data. where we really want to get to is looking at exceptions. So, actually the norm, don't show us that data. we don't need to know, don't need to care. >> Want the outliers. >> we want the outliers that. our problem though is that our car changes every time it goes out. So, an outlier could be because we've made a change. So, now you've got to still have some human that's helping at moto. we're trying to understand how we can use machine learning techniques. in certain places we can so image recognition and another bits and piece like that we can actually start to take advantage of but decisions necessarily around configuration and the next change to the car at the moment it's still indicators given to us by simulation and then a human at the end of the day is making the decision. >> and the data that you talked about that is on your competitors, is that a shared data source or is that but it is. >> Yeah. >> everybody shares the same data. >> every car has a transponder on it. basically it's GPS with longitude, latitude, and all sorts but incredibly accurate. if you consider the cars are doing 200 mile-an-hour, we have an accuracy of around about it's less than 10 centimeters accuracy at 200 miles per hour. Now, if you think of your GPS on your phone, you struggle to know whether you're on the right street sometimes. >> but your differentiation there is your your speed at which you can analyze the data, your algorithms, your skill sets you're telling. and then obviously we're here at Pure there's a component of that speed which is Pure. aren't you worried that your competitors are going to get your secrets or is everybody in the track use Pure Storage? >> everybody is turning around and using their own methodologies, their main, their own software. the thing for us at the moment is to make sure that we keep the really secret things ourselves, our IP sensitive, keep those to ourselves. So, what we do with our storage people know about and other teams are copying and seeing the advantages of Pure as well as some of the other tools and partners we partner with. the benefit of us though is that we have a partnership with Pure not just a purchasing so we work, we've known about some of the products. So, flash blade we knew about a long time before it was released. Yeah, we work with the team on what's coming. we know some of the advances in the technology before it's live and that's critical for us because we can get a stick, a march on everybody else even if we're six months ahead of somebody else on a technology or a way of doing something, six months is a long time in F1. >> Yeah. >> sorry Dave, I was going to say, Pure calls this the unfair advantage. (laughter) and you are, Mercedes has last fall won the fourth consecutive Constructors Championship. Coincidence, I don't know, but talk to us about this symbiotic relationship. are you also able to help influence the design of the technologies at Pure? >> Yeah, so, and I wouldn't say that we help design necessarily but they'll take into consideration our requirements and our wishes. like a number of other people that will be here, you've heard other people talking on stage and we'll always be talking about what we would like to be doing, what we could be doing if we had, I don't know, some new technology whether it's s3 connectivity to the flash blade, s whether it's NFS, whether it's SIF, whatever that would be, the containerization of them, the storage front end, whatever that would be we're always talking about how we can work with the Pure Storage to improve what we're doing. so that ideally I take out the way of the business. my ideal is that IT's not seen, it's not heard, and it just works. obviously in IT that's not always the case but. >> I want to unpack something you said earlier. you said it was I believe two or three years ago, three years ago that you brought in Pure and you had substantial performance improvement. I talk to a lot of customers and what they'll typically do in that situation is they'll compare what they saw in 2015 with what they replaced which was probably a five or eight year old array. true in your case or not? if it is true, which I suspect it is, it had to be something else that led you to Pure because you could have bought the incumbents all flash array and got you know much better performance. What, first of all true or not? and what was it that led you to Pure to switch from the incumbent which is not trivial? >> So quickly and was it five or eight year old hardware? in some places yes, some places no. So, it wasn't, we took a decision to take a step back and look at storage from a different standpoint because we just kept adding more discs to try and get around an issue, you know, and we've got a fairly strange data model to compute. we don't need much compute, we need lots of storage. so some of the models that were talked about on stage where I need, you know, Matt Baer was talking about the fact of I want some more storage, you need to buy some more compute and that was just so annoying for us. so there was different reasons but the end goal, you're quite right, performance. Yeah, we could have got it probably from anywhere and being brutally honest lots of other technologies could give the performance 'cause we don't give that level of performance maybe if your a service now or a big financial institution, we've got data, it's important. we've got critical time scales to open and save data, okay critical to us as far as erasing, but what was important for me was simplicity. Absolutely, now we got other benefits. the Evergreen model was brilliant for us but simplicity was critical. we had a storage guy that was spending his life managing storage. nobody manages storage now. they turn around and they go into Vmware. they want a new VMware server, they just spin it up, and the disk is associated. we don't have to think about it. you don't have that storage specialist any longer. Yeah, we started working with other partners, you know, Rubric for instance, integration with them, the Pure arrays as well, again enabling us to get out the way and not having to worry about backup. traditionally or we'd headed a guy that was always changing tape. I saw on the slide several time today about tape archive, I'm going I never want to see a tape archive. I just don't care about it any longer. I just want to be able to turn around and give the business, the SLAs they want on the their data and then not care about it. Also, can I then still turn around and mine that data in those archive or backup, not back up bin, the archive location? So, there's huge differences but simple is the best thing for me. we could have a small IT team that we have to look after a huge amount of kit and if it's complex it's just I can't employ the right people. >> Simplicity, performance, portability, you mentioned integration. you've got a big partner ecosystem here that. >> Yeah. >> So, having the ability to integrate seamlessly with Rubric, TIBCO, Satirize Key. >> and yeah for us, the partners are extension of the team. my team in particular because I can't turn around and just keep adding staff. we have to look after the day-to-day and keep the lights on but I can't just keep adding staff to look after a new technology. it needs to look after itself so the simplicity is absolutely. performance was a sort of a no-brainer. evergreen was a brilliant one for us because just not having to do those forklift upgrades. I think in the three years, we've gone from M450s to M70s, we've gone from M20s to M50s, M50R2s. we've done all of these. I've been stood on stage before in a day when we've been doing an upgrade during the time I've been stood on stage. You know and so people talk about the forklift upgrade, I don't have to worry about it, it doesn't happen. >> totally non-disruptive. >> Yeah, yeah. >> you do change out the controllers right? >> Yeah, so we change out controllers. we've done all sorts, we've gone from capacity upgrade so complete shells of discs and completely different on from I can't remember the exact size from two terabyte to three terabyte drives, new controllers to give us the new functionality with the nvme and all during the day. we don't do it out of hours. there's a lot of the business a scared stiff when we turn around the wisp and they go oh no no no but we're running the winds on low. we're doing this CFD, we go doesn't matter zero downtime no matter zero no planned. obviously no one play it's planned? >> Yes, it's planned downtime but the user doesn't see it they no performance no downtime no nothing that's Nevada for RIT. Yeah, well it means I don't have to keep asking people to do long shifts through the night to do a simple upgrade what should be a simple your weekends are nice back hopefully we end up with we end up racing those unfortunately okay but that's the fun stuff yeah for those who aren't that familiar was Formula One I encourage you to check it out it's one of the coolest strategic sports that is really fueled by technology it's amazing without technology honestly the cars wouldn't be anywhere near their what they are today and IT systems go we underpin everything that the company does nobody really wants to say that I t's the lifeblood of the company they don't but we need to be able to deliver and actually let the business actually take on new technologies new techniques and get out the way so we've got a huge amount of work a lot of what Charlie said on stage earlier on I've been having conversations with the guys here about autonomous data centers immutable infrastructure it's critical for us to go out the way and allow business to if they want some new VMs new storage it just happens not not need a person to be in the way make it sound so simple well you one of your primary sensors Lewis Hamilton is currently in in the number one position battery talked to us in third Monaco coming up this weekend introduction of a new hyper soft tire some pretty exciting stuff yeah so the hope of soft tires going to be interesting first race with it before the Monaco track yeah so and they originally designed it for Monaco I believe it will go to another race as well in the short term but we didn't even run it in winter testing earlier in the year so the first time we ran it was actually Barcelona test last week I've actually heard nothing about it so I don't know whether it's good bad or indifferent I don't know what's going to happen but it's going to be an interesting week because it's a very different track to where we've been to so far traditionally some of the other teams are quite strong there so the this weekend's going to be an interesting one to see where we end up Monica is always exciting grace Matt thanks so much for stopping by the cube and sharing with us what you're doing and how you're enabling technology to drive the Sportage no comatose again I'm Lisa Martin with Dave Volante live at pure storage accelerate 2018 we were at the Bill Graham Civic I'm Prince for the day stick around Dave and I will be right back with our next guest
SUMMARY :
Brought to you by Pure Storage. Back to The Cube, we are live I think it is still morning somewhere. of the things, you know I'm a fan. take it to another country, and we do So, you basically got a data kit that the throttle felt like it was cutting and give us the before and after on that. the car to be optimal for the next run. and talk to us about the speed criticality. So, strategy is probably one of the best places Are the machines increasingly, I don't So, actually the norm, don't show us that data. and the next change to the car at the moment and the data that you talked about that on the right street sometimes. in the track use Pure Storage? the benefit of us though is that we have a partnership the design of the technologies at Pure? so that ideally I take out the way of the business. the incumbents all flash array and got you know and give the business, the SLAs you mentioned integration. So, having the ability to integrate and keep the lights on but I can't just the new functionality with the nvme and all during the day. lifeblood of the company they don't but we need to be
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Mercedes Soria, Knightscope| Knightscope Innovation Day 2018
>> Welcome back everybody. Jeff Frick here with theCUBE. We're in Mountain View, CA at Knightscope, a really interesting company that's making autonomous vehicles. They're not cars, they're robots, and they're for security. And they're deployed and they're in use, I think it's 15 states or 14 states all over the country, just closed a huge round of funding. A lot of great momentum, and we're really excited to be rejoined by Cube alumni Mercedes Soria, she is the VP Software Engineer. Mercedes, great to see you again. >> Thank you for having me. >> Absolutely, well thanks. We had you at the studio last time so thanks for having us over here where all the action's happening. >> Yeah, you're welcome to come anytime. >> So for the people that missed the first interview, just give them a quick overview of what Knightscope's all about. >> We build autonomous security robots. Those are machines, they are running around autonomously, collecting video, collecting signals like thermal signals, the signal from your phone, and collecting a bunch of information that then is transformed into a webpage that a customer can see. So they get alerts to anything that is out of the ordinary. >> So, the application is often in a mall, or in a parking lot or some of these types of places where it's really an ongoing patrol that the robot does. >> Yeah typically what you want a robot to do is the monotonous work. So, at a mall, the security guard walks around all day long, and most of the time nothing happens. So when something happens, only then you want to be notified. Otherwise, it's just a guard that walks around. So that's the job that the autonomous robots do. >> And is there somebody monitoring all of the sensors and stuff all the time, or is it more of an alert system, or is it kind of all over the map? >> It depends on our client. For example, we always monitor all the robots. We get alert systems set up so if anything happens to a robot, we will be notified. But on top of that, some of our customers like to see their video 24 hours a day to see what's going on at their facilities. Some other clients only want the security presence, so they don't look at video. It really just depends on what the client wants. >> What's the big difference by having a Knightscope robot versus just security cameras that are just pointing and on all the time. >> If you have a steady camera, by default it just doesn't move, so you can't cover that much space. You're only going to see that one box that the security camera is covering. With an autonomous machine, you can take it wherever the crime is happening; you see something is wrong, you move the machine over and you take a closer look. So it does a lot more than just this one square that you can look at all the time, you can see everything around the machine, it's 360 degree video that is running 24-7. >> And how does it impact the way that the security people do their job? Let's stick with the mall example. When you've introduced a Knightscope robot, what's the right word, is robot the right word, is it robot? >> It's a robot, yes. >> When you've introduces a Knightscope robot into a mall situation, how does that change the way that people do their jobs? >> The robot will do about 70 or so percent of what a security guard does. But now the guard, instead of having to go and walk around the mall all day long, they get to do a more interesting job So now they're more interested in robots, they know technology, they get to know how to deal with a machine, how to interact with people. Those are things of a higher level. If the machine does all of the monotonous and boring work that the guard does. So at the end of the day, that guard does something that is a lot higher level than what they were doing before. >> Do customers typically have fewer guards, the guards just doing more higher-value, how does it impact their whole security system once they bring in a Knightscope robot? >> It could be one of two things. There are some places that our customers have zero, zero, zero patrolling, so they have nothing. So in that case, if the robot comes in, now you have security that you didn't have before. Some of our other clients, they decide that one of the robots is going to do the job of maybe three people, but those three people now are doing administrator work. So their work is to become of a higher level, so it depends on the client a lot. >> We've got a bunch of the robots behind us here in the shop, I'm sure we'll have them in the intro packet, the different ones. You've got four different ones. First off let's do some of the basics: What are some of the sensors, what are some of the inputs that they are collecting, and why do you have four different ones? >> A lot of why we have four ones is because we wanted to give the customer security regardless of their environment. The first one is the K3, that's an indoor machine; it's a smaller size, it weighs about 340 pounds. >> Small one and you say it weighs 340 pounds? >> Yes, that's the small one. >> No little kids are running up and tipping that one over I don't think. >> No, they're not. People have tried, but not yet. That is for indoors. It has all of the sensors that our other machines have, they all have a thermal detection. They have their regular cameras. They have inertia measuring units. They have lighters, which is what allows you to tell that there is something in your way, that you have to get out of the way. We have ASD, which is Automated Signal Detections. Your phone emits a signal when it's trying to connect to Wifi. We can detect all of those phone signals, and then we can log that into the server. All of the machines have that, it's just how they are using in a different environment. Indoor for the K3, outdoor for the K5, we have the K1, which is a static unit. That's typically going to be put in the door of the places we're going to monitor. And then we have the K7, which is the largest unit that we have so far, and it's going to places that a machine that's smaller cannot typically transverse. >> So that's the one that looks like a little Jeep back here. >> Yeah, in a wind farm, in a solar farm, these machines don't do very well, and that's when these machines go in. >> So definitely for outside >> Outside-- >> On the road, in the dirt >> Large companies-- >> It doesn't have to be in a parking lot, in a paved environment. >> Gravel, any different type of environment. >> What is the experience, why do these things work? Is it just because you have more coverage because you've got a robot that's going places you don't have enough guards? Is it the intimidation that someone is watching me now, you're bringing a camera into the parking lot where maybe it was kind of hidden behind a little wall? Is there a two-way interaction, do people talk to these things and expect them to talk back? Where do you see the most effective, why are these things effective? >> The reason why they're more effective can be summarized in one point: Security guards don't like to do their job. There is a 300% turnover rate in the security industry, people don't normally know that. So you're getting a new team every four months. People don't like their job, it's a job that is very monotonous, very boring. We're putting a robot there to do the same job, so you can free people to do something of a higher level. And that's the main reason why they work. >> I wonder if you can speak a little to where you're using machine learning and some of the deeper technology beyond simply putting a camera on a mobile platform. >> Some of our customers, for example, at night at the malls or corporate campuses, there isn't supposed to be anyone there at night. So one of the big applications that we have is we have an image, and from that image we can train our algorithms to detect people in that image, to detect faces in that image. All of that is done by machine learning. Because we have five years of data of images and people and we train our algorithms to say, this is a pole, or this is a person, this is a tree, this is a person. So we get to detect people in a really high accuracy level, about 80%. We also do the same thing with license plates. We train our algorithms to detect that there's a license plate in an image, you detect that there's a car first, then you detect that there's a license plate, and from there you detect all of the character in that license plate. And all of that uses machine learning, even to differentiate that there is a number one opposed to a letter L. All of that had to be trained as the technologies that we're using. For the future, we're going to use prediction algorithms in the way that, now we have data of what happens around the location where the machine is deployed to. We're going to be able to say, "Okay, this area has a lot of crime that happens "on a daily basis or however often, "you probably should go patrol over in that area." That is what we will do in the future. >> The other interesting thing is you don't sell these, these are not for sale as like, going to buy a car, you actually provide it as a service. So a very different business model, very much in line with what we see more and more, it's a service, people basically rent the robot with the monitoring service? Is that accurate, or are there lots of different flavors that they can buy? >> What we do is called machine as a service. To eliminate our customers having to pay a big amount of money at the beginning, they don't cover that cost, we do. But they pay us a monthly bill. Included in that monthly bill is the machine itself, all the parts, the monitor in there with the one on our end, all of the software upgrades, which we do every two weeks, and all of the hardware upgrades, which we do every six months to every year. All of that is included in that package. How the customers chooses to monitor their machines, that is up to them. We have agreements with two of the largest security guard companies: Securitas and Allied Universal, so they can do the monitoring for the customer if they don't have a security operation center. >> Clearly, you're operating in places where they already have security in place, they have systems, so do you integrate with the existing alert systems and the existing infrastructure they already have in place, do you guys just tie into that? I would imagine there's some industry APIs that you can feed into those systems or is it a completely independent monitoring that they have to do now? >> We did a little bit of the reverse of that, we built our system for it to be integrable. The way we wrote our code, a customer system developer can call our APIs and get the information from the machine that way, so all of that is finished so they can integrate with us opposed to us integrating the other, there's hundreds of systems out there. So if somebody wants to look at data from Knightscope that's already there. >> But you've got the open API into your data feed so they can feed whatever system. >> It of course is secure, you have to have keys and passwords and codes, and all of the information is encrypted So there's measurements that we've taken to make sure that the information is secure at all times. >> So you're a hardware company, you're a software company, you're a services company, you're doing AI. >> Woman: We're doing design too. >> And design, and autonomous vehicles. >> Yes. >> What did I miss? >> Production! We build. >> Production too? >> We build. Yes. >> That's right, I noticed this says on the bottom, reminds me of an Apple product-- >> It is designed and built in California. 85% of what you see in this machine is United States. >> Pretty amazing. So what's next? What's the next big challenge? I know the Seven is not released yet, is it just more form factors, is it different sensors? As you kind look forward from an engineering challenge, what is some of the next big hills that you guys want to take to move this thing along? >> The three next big hills that we have: Number one is getting the K7 out there and patrolling. Number two is concealed weapon detection, that has been requested by a lot of our customers. >> Concealed weapons detection? >> A lot of our customers are requesting that. And third, on the software side of things, the actual prediction of crime that could potentially happen. Those are the next three big goals for Knightscope. >> I would imagine that with the concealed weapons it's just more types of sensors that can see X-rays or whatever to get more visibility. >> Yes. >> The big V. Not necessarily visible light, but visibility from the machine. >> Some of those things have already been requested by our customers, because what we've build is actually a platform. We can add other sensors to the machine depending on the needs of a customer. For example, we have a customer who wanted the machine to be able to identify people, so they wouldn't have to swipe a card. Put the sensor inside, it's accessible, it's already there, you get your sensor and your information. What's the biggest surprise that you hear from customers after they've had one of these deployed for, I don't know what's a reasonable time, six months, so they're kind of used to it in their workflow, how does it really their world, what do they tell you? >> There are two things, number one is how quickly people like the machine, how quickly they go, "Oh, yeah, it's here and it's working." And then also how much crime has actually been eliminated. They thought, "Okay, maybe I have one break-in into "a car every week, well maybe it will just go to less." It goes down to zero. There's people who had lots of crime, and just by the machine being there, they get nothing, they get zero. So that was our surprise for them, and that was a surprise for us as well. That's how the effective the machine actually is. >> It's weird when I just drove up today, there was one right in the middle of the driveway as I was coming in. I was like, "Is it going to move, am I going to move?" It's very, much more intimidating than you might think. It's a presence, for sure. >> Yeah, and we have things like car backup detection, because the machine could be going down the street, and a car could be coming out of there, so we have to detect stuff like that so we don't get run over. All of those little things that we can think of, we have to do that a lot. >> Alright Mercedes, well thanks for inviting us over, it's fun to actually see the machines for real. >> Thank you so much for coming. >> She's Mercedes, I'm Jeff Frick, you're watching theCUBE, we're at Knightscope in Mountain View, California. (upbeat music)
SUMMARY :
she is the VP Software Engineer. We had you at the studio last time so thanks So for the people that missed the first interview, the signal from your phone, and collecting a bunch So, the application is often in a mall, So that's the job that the autonomous robots do. to a robot, we will be notified. that are just pointing and on all the time. can look at all the time, you can see everything around And how does it impact the way that the mall all day long, they get to do a more interesting job So in that case, if the robot comes in, of the inputs that they are collecting, The first one is the K3, that's an indoor machine; No little kids are running up and It has all of the sensors that our other machines have, Yeah, in a wind farm, in a solar farm, these machines It doesn't have to be in a parking lot, And that's the main reason why they work. machine learning and some of the deeper technology So one of the big applications that we have is it's a service, people basically rent the robot money at the beginning, they don't cover that cost, we do. We did a little bit of the reverse of that, so they can feed whatever system. that the information is secure at all times. So you're a hardware company, you're a software company, We build. We build. 85% of what you see in this machine is United States. I know the Seven is not released yet, Number one is getting the K7 out there and patrolling. Those are the next three big goals for Knightscope. it's just more types of sensors that can see The big V. What's the biggest surprise that you hear from customers the machine being there, they get nothing, they get zero. right in the middle of the driveway as I was coming in. because the machine could be going down the street, it's fun to actually see the machines for real. She's Mercedes, I'm Jeff Frick, you're watching theCUBE,
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Mercedes Soria, Knightscope | CUBE Conversation Dec 2017
(upbeat techno music) >> And welcome back everybody, Jeff Frick here with theCUBE. We're having a CUBE Conversation in our Palo Alto Studios. We're excited to have our next guest, who is an ABIE award winner from the Grace Hopper Celebration. Would've been competing in early October, we tried to get her on then, schedules didn't mesh so it took us a few months, but we're really excited to have our next guest. She's Mercedes Soria, she is a VP of Software Engineering for Knightscope. Mercedes, welcome. >> Thank you, thank you, I am so happy to be here. >> Absolutely, so, congratulations again on your award of leadership and part of the winnings of that is you got to keynote in front of 18,000 people. So A, What was your impression of Grace Hopper and B, how did you like keynoting in front of 18,000 folks? >> Yes, how was Grace Hopper, it was a huge community of women in technology. I was so excited to be there, everybody was just looking up to women, everybody was trying to help each other. How do you go forward in your career, and I was really focused on STEM careers, which is one of my passions. So I was so glad to be there. And how it was to keynote in front of 18,000 people, so I hadn't done that before, so I can check it off my bucket list, that was one thing. And it was amazing, there were so many women who just clapped and they just kept supporting it and I had to stop several times while I was giving the speech, so it was once in a lifetime opportunity that I'm very grateful for. >> It's an amazing accomplishment, again, congratulations, and it's amazing show, if you haven't been to Grace Hopper, you have to sign up, how fast you say it sold out? >> Mercedes: 25 minutes. >> 25 minutes, oh. Go to anitaborg. or anitab.org now, that's right, they changed the URL, yeah, I'll have to check it out. So let's jump in about Knightscope. So for the people who aren't familiar, go the website, knightscope.com, a bunch of really cool fun stuff, tell us about what Knightscope's all about. >> So Knightscope is a company that is trying to cut the crime cost to the US in half. So most people don't know that the US spends about one trillion dollars a year just to deal with crime in the US, so our goal at Knightscope is to cut that in half with the use of new technologies like artificial intelligence, machine learning, and robotics. A group is software plus hardware plus humans, so we take the good things that humans do, which is make strategic decisions, the good things that machines do, which is do the monotonous work and store data for a very long time, and we combine those to try to help with crime. >> Right, so that's a nice explanation. The short answer is, if you go to the website, it's all rolled up into these cool robots that look like C-3PO, and I'm wondering if there's a little man inside there, but we'll get into that later. But I think it's a really interesting concept because you are bringing together many of the hot topics in technology right now, so one of'em just with robotics. You got these robots of various shapes and sizes, but as you said, really, it's the synergy of the robots with the people that give kind of a one plus one makes three effect. How is it, where are those points of intersection, and how does the robot help the human do a better job, and how does the human help the robot do a better job? >> So the robot helps the human because, in this case, security guards have to walk around the same places all day long, right, they have their route, they do that all day long and they get very, very bored, and they get to the point where they don't care anymore and they just scan a badge and then that is the job, right? So that's what the robots do, which is, they don't mind going around the same area all day long, recording data, recording video. That's where the synergy is. Now what the robots, at this point, can do is make a decision in terms of, okay, I have this five things, should I make an alarm to my supervisor and say a guard needs to come. The robot only provides information, so all of that information that we provide is so the human can make a decision on what to do next. >> And does it feed into, I mean obviously these are big security systems that already exist inside these big buildings and these big facilities. Does your robot tie back into those facilities, is it a different layer on top of it, how does it work with the existing security infrastructure that's already in place? >> So the existing security infrastructure is a bit separate at this time. There is a project that we're working on in terms to integrate because there's so many security systems out there, for a start up like us, we need to be very smart in terms of where we spend our resources. So we got to do studies and figure out which were the better senders, the better companies that we need to partner with to do that. But at this point, it's a separate tool, so you open it and all the gear you need is a current browser, you can open it from anywhere in the world, and your security people can look at all the data the machine has collected. >> Right, so the other interesting piece that you're tying together via these machines is really this combination of AI and ML, artificial intelligence, machine learning, but also your background is in user interface, so it can't just be happening in the background because these machines need to do their job, executing through and with people, on the UI side and the security guards and the security infrastructure behind them. So as you've introduced more AI and machine learning into the software components that you can drive the UI, how is that changing the world, how is the UI world changing because now you've got so much more data and so much more kind of compute behind that before it even gets to the actual user that's interfacing with it? >> Yeah so the UI's a little more rich these days, it used to be a webpage and HTML and JavaScript page, and that's all it did, right, but now we have a lot more information that we can provide. For example, we have machine learning algorithms that detect if there's people in an image, so I don't only tell you this is my video, but I also give you a picture of the person that I just saw, and then I tell you, hey, this is what I saw. It makes your experience a lot more incursive. >> Right, and another potential integration point, right obviously with photos in the security system for IDs and passes and all those things. >> Yeah, even face detection at some point as well is very important for us. >> Now you have four different models, why do you have so many models, what's the use cases that would drive you to have four different models? Hard to support four models instead of one as a startup. >> Yeah so our customers have very different needs. Crime doesn't happen just in a shopping mall, crime happens at PG&E offices, it happens at the mall, it happens at different locations, it could be outside, it could be inside, it could be in a hospital, it can be in a parking lot, so what we tried to do was to cover all of those potential places where crime will be. So with that we have four products; we have the K5, which is our first product. It goes into ADA compliant environments like hospitals and data centers, it's a big robot and mainly used for things like a parking lot to detect license plates, to make sure that it's monitoring all the outside. Our second product is the K3 which is a smaller machine, and what it does is mainly goes inside, it can go through a door and it can do things like monitoring who's at the office at night, raising an alert if there was a fire, stuff that happens inside. We have the K7 which goes to outside places where you have things like speed bumps, you have different kind of terrain, gravel or other type. And then the K1 which is our static model that what we're working on that for the future is to have concealed weapon detection at that point, which is something that is very useful for places that have, like for hospitals, when somebody comes in, they want to be able to know if these people are armed. >> Right, I'm just curious if you can share where customers have seen the most impact, the most benefit by using one of your robots. What specific behaviors have just been a game changer when they put in the Knightscope robot? >> Yeah, so I can't tell you the actual customer, that is something >> No, no, that's okay. >> That we can't say, but I would tell you one example. We have, for example, a hospital and this place is open 24/7, obviously the emergency room, and when they will have, it's down in LA, so they will have at least one break-in every week at the parking lot. So we put our machines there and the past seven months that they have been there, they got zero, they got no break-ins. And the nurses now feel safer going to their cars, people feel safer going there at night, so that is one example. We also had an example of a shopping mall where there was a guy who was basically exposing himself and nobody could catch him because he would drive, as soon as he saw a security guard, he would drive out. So we were able to catch that person as well. There are some people to steal merchandise, so they came, they stole something, they left, and the very next day, they come back and they try to sell this back to the mall people, so by seeing who these people are then determining that they came back to the mall, we were able to apprehend them as criminals. >> Right, on the first example, on the parking lot example, does the robot have active deterrents that it can do, can it sound alarms, light lights, to make people feel safer in a parking lot, that's very different than just monitoring things? >> Yeah so what the robot does is, it has a sound that it's all day it's playing that sound, there's a lot of lights, the lights change color based on what's happening around the robot. Another thing that we have that helps a lot of people feel safe, we have a push-to-talk functionality, so if you were feeling something was wrong at night, you can push that button and you can directly talk to the people at the security operation center. They can walk you through what to do, they can follow you while you go to your car, there's different functionality that we have that helps people feel that they're safe outside. >> Right, and on the shoplifting one, it's interesting 'cause lots of stores have cameras, right, that's not a new thing. So what did your system do differently that the regular camera that they had in there before probably would've filmed the person but didn't necessarily wasn't firing off the alert, recognizing they were back again, did somebody go in and manually type in this particular person's a shoplifter. How did you guys take it to a much different level than just kind of a static security cam? >> So the main thing that you should keep in mind for static cameras is there's always black spots, blind spots, there's no way that they can see everything, and mainly you have cameras inside of the shops, you don't have them outside, so what we did is, we not only saw that we not only got the video of the person inside of the shop, but we saw them when they came outside, we saw them when they were moving, all of this is recorded in video and that we can then match them and see the people who were. Another thing that we do that cameras don't do is we can detect your mobile devices, anything that has that's looking for a network, we can identify that device, and that is always for you and that is always for that device, so we can match those devices when they come in. >> You shouldn't have waited this long but one of the most interesting things about the company and what you guys do, and it's highlighted by what you just said, is the way you go to market. People are not buying these robots, right, you offer the robots as a service, so really interesting model and really brings up interesting things like you said where you can do all kinds of software upgrades, you can do hardware upgrades, you can do all types of changes to the actual unit that the customer just benefits, it's a classic SAS model. So how did you get to that stage and how do people like having, now, kind of a simple monthly payment with all the upgrades and constant, I would imagine, a lot of upgrades coming pretty consistently? Pretty interesting way to go to market, how's that received in the market? >> It's very well, people really accepted, especially when it's new technology. We decided from the beginning that we wanted to be, to own the whole technology stack, and even the robot itself because we knew there would be a lot of upgrades, we knew there would be changes and we wanted to serve our customers in the very best way that was possible. So to help people adopt new technology, we help them with how do they perceive it on a daily basis. If you come to somebody and says they want you to buy a hundred thousand dollar robot, uh, you don't know what that's going to be, but if you said, I charge you ten dollars an hour and give you a robot, that not only changes software every other week, it changes hardware every six months, and you have whatever robot will fit your needs the best. People are really accepting of that model, to the point that all the companies are jumping into the same thing. >> It's really interesting because then it begs where you guys will develop as a company, you know, are you are robotics company, are you a software company, are you a software monitoring company, do you become really a security AI company that pulls from lots of different data and lots of different sources? It really opens up a broad range of opportunities for you guys in which you want to go or where you find your most expertise or where the market takes you. Pretty exciting way to go to market. >> Yeah so what we decided to was we wanted to be the Apple of security guards, so what Apple does is they have their software, their hardware, they own all of it, and therefore they have a very loyal following. We want to be that for security guards, so we own the whole environment, we make changes when we wanted to, and then we go to market that way. >> Okay, that's a great story and again it's knightscope.com, they're fun pictures for one, but it's a great story. But before I let you go, Telly would not be happy if I didn't take a few minutes to talk about your journey. How did you get here, VP of Software Engineering? You know, software's eating the world, it's a great place to be, you've got a solutions based system, but really it's a bunch of metal wrapped up with software inside. So how did you get here, and I wonder if you can share a little bit of your journey to become VP of Software Engineering? >> Yeah so I'm an immigrant, I'm not from the US. I was born South America, and when you're in South America and somebody tells you, hey there's an opportunity for you to go study in the US, you take that opportunity. So I came to the US to study for college, I had a Bachelors in Computer Science and then a Masters in Computer Science. >> Where did you go to school? >> I went to Middle Tennessee State University, and like I said, when somebody tells you, you're going to the US, you don't ask questions, you just go. >> So who made you that offer, how did that come about? >> My university in Ecuador, where I was from, they had an agreement with the university in Tennesee. So they would send students back and forth in an exchange program. >> So you're a good student, they identified you as having great potential and you got picked for that program? >> So 5,000 people apply for 20 spots when I applied. >> Wow. >> So 20 of us came, and out of the 20, the only two people who are staying in the US, my sister and I, we're twins, I have a twin sister. >> 'Cause you ask your sister for support, maybe? Twin sister. >> If I really, it probably had a lot to do with it. And then with technology, I found my way into Knightscope, and Knightscope is a really good company for women in technology specifically, and that is some of the work that I pushed myself to do. Our women in technology numbers are about 25% to 28% of the company which is a huge number for Silicon Valley. So we hire women, we try to mentor them, I myself take time to spend time with them, and then help them get a career that they're excited about. >> And when did you discover your affinity for computer science? It's always a great debate as to when is the best time, or when is the optimal time, or the most popular time for young girls and eventually young women to get involved in STEM? What was your experience? >> So I live with my uncle in Ecuador and my mother, so I always knew I wanted to do something structured, and at the beginning, he was an architect, so I thought I would be an architect, but then I started reading some science fiction books and the closest thing for me to science fiction, making that a reality, was a career in computer science and technology. So that's how I started, and that has led me to, now, Knightscope, and we're doing the most advanced technology that is out there, we're out there with artificial intelligence, we have machine learning, all of the technologies that are out there, robotics, we are using them to put them to use for the greater good. Our job is to keep America safe, and we all are working towards that goal. >> But I think you just want to make something fun that looked like C-3PO. >> It's more like R2-D2 actually, and if you want to see more, go to knightscope.com. >> Okay, and final question. So you're advice, more general advice, to older girls or young women, in terms of what they should do if they want to get into this or why they should consider a career in STEM if they haven't already. >> A career in STEM is very, very rewarding. You're going to be doing sometimes things that nobody else has done ever before. You're out there in front of everything that's happening with technology, and it's actually exciting. When you find other women that do what you want to do, look at people's backgrounds, look at what they've done, look what they're trying to accomplish, and then, make sure that you get into their lives and they'll help you through it. There's a lot of women who would be happy to help out and one of those is me, I'd be glad to help people out. >> Well, Mercedes, thank you so much, again, for spending some time. Congratulations on the award and comin' in and tellin' us your story and educating us more on Knightscope. >> Thank you, and if anybody wants to know, knightscope.com, they can find all about our technology. >> Alright, she's Mercedes, I'm Jeff Frick, we've been having a CUBE conversation in Palo Alto, thanks for watching, we'll catch you next time. (light techno music)
SUMMARY :
We're excited to have our next guest, who is an ABIE of that is you got to keynote in front of 18,000 people. How do you go forward in your career, and I was really So for the people who aren't familiar, go the website, So most people don't know that the US spends about and how does the robot help the human do a better job, is so the human can make a decision on what to do next. big security systems that already exist and all the gear you need is a current browser, into the software components that you can drive the UI, so I don't only tell you this is my video, Right, and another potential integration point, Yeah, even face detection at some point so many models, what's the use cases that would drive you We have the K7 which goes to outside places where you have Right, I'm just curious if you can share That we can't say, but I would tell you one example. while you go to your car, there's different functionality that the regular camera that they had in there So the main thing that you should keep in mind and what you guys do, and it's highlighted So to help people adopt new technology, we help them with for you guys in which you want to go or where you find and then we go to market that way. So how did you get here, and I wonder if you can share to go study in the US, you take that opportunity. to the US, you don't ask questions, you just go. So they would send students back and forth and out of the 20, the only two people 'Cause you ask your sister for support, maybe? of the company which is a huge number for Silicon Valley. and at the beginning, he was an architect, so I thought But I think you just want to make something fun It's more like R2-D2 actually, and if you want to see more, to get into this or why they should consider make sure that you get into their lives Well, Mercedes, thank you so much, they can find all about our technology. thanks for watching, we'll catch you next time.
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Mercedes De Luca, Basecamp | Catalyst Conference 2016
>> From Phoenix, Arizona, the Cube at Catalyst Conference. Here's your host, Jeff Frick. (upbeat music) >> Hey, welcome back everybody, Jeff Frick here with the Cube. We are in Phoenix, Arizona, at the Girls in Tech Catalyst Conference, about 400 people, a great show, they're fourth year in existence. Back in the Bay Area next year, wanted to come down and check it out. So we're really excited to be here, and our next guest Mercedes De Luca, the Chief Operating Officer from Base Camp, welcome. >> Thank you. >> Base Camp, everybody knows Base Camp. >> Everybody knows Base Camp, it's been around for a long time. >> Absolutely, we use it and a lot of people use it, just one of those kind of tools that's ubiquitous, it's all over the place. >> Yeah, we just introduced our Base Camp 3 version, and now it's something we operate the business on. >> Excellent, so we talked a little bit off camera about your session, which is really about career pivots, and there's probably no place more important to be able to execute a successful career pivot than Silicon Valley. We hear about it often with companies, and usually it's associated when things aren't going so well that you have to do some type of a business model pivot or design pivot. But from a career perspective, super important. So what are some of the lessons that you shared here in your talk? >> Yeah, so one of the things that we did, was how do you sort of take the risk out of pivots, and what vectors do you move along. Basically recommending that people sort of take one vector at a time. I think getting the industry right is really important, and when I first started I had an opportunity to work in financial service or high-tech. I chose high-tech and that formed my career. And so I think getting the industry right's important. I think when you want to move to different functions, there's ways to do that inside companies, there's ways to do that when you move to a different company. >> It's interesting, there's so much pressure with kids and young people trying to figure out, you know, what's the right decision. I got to make the right decision. You don't really need to make the right decision. You just need to make a decision and get on your path, right? >> Exactly, you just want to make that next move. That's really where you want to focus your energy because as long as you're moving toward your strengths, you're beginning to amplify those, it's just about making that next step. And it's really important to talk to other people and verify that what you think you're going to be moving to is actually what's going to be happening. >> Right, so when you define some of these vectors, what are some of the vectors that are consistent or adjacent that make some of these moves easier or more successful? >> So one would be industry vector, so if you want to get out of the industry you're in, but you may still do the same function in that industry. There's the function vector, which says, I'm in a function of engineering and I want to get into marketing, or I'm in project management and I want to do engineering. And then the third has more to do with how you contribute the level you're at. Vice president, director, size of company, individual contributor versus line management. So there's a lot of different vectors, there's three basically, is how I think about it. And it's just a recommendation of how to think about making moves. >> Now, we had Jim McCarthy on earlier, who was a speaker, and he talked about making the big shift, you know. You have a life changing event, and you just decide this is not what I want to do, I want to do something different. How does that play into what you're trying to help people do, to make it successful? So you don't just drop everything and change buildings. You have to kind of work your way over I would imagine. >> Right, I think the most important thing though is focusing on your strengths, really figuring out what is it in your career. For me it's been emerging technology, it's been consumer, and it's been leadership. And culture, so when I look at those things together, it's always making sure that that next step is moving you even closer and closer to that ultimate place. Base Camp is known for its culture. So one of the things that was really important to me in this last move, was to make sure that I wound up in a company that really walked the walk. That was important to me. >> So what tips do you give to people when they're thinking about that, to figure out culture? It's hard to figure out culture. You go through an interview process, and you get to meet the person across the table, and you do a little investigative work, but a lot of times you don't really know what you've got into until you got into it. So how do you coach people to try to figure out some of that culture fit, and again what are the vectors of culture that are the big ones that you should be aligning to? >> Well, we're lucky today because there's Twitter, and there's Facebook, and there's all sorts of social media that allows us to really learn a lot more about the company and the culture, check out what the people in the company are saying about the company. In my case, super lucky, because both of the founders blog a lot on our Signal Versus Noise. They do a lot of writing, so I almost felt like I knew the culture going into it. They've written books, et cetera. But for companies that haven't written books and haven't blogged, I think you can absolutely get that by also talking to people inside the company and being clear about what you're looking for. I think that's a big part of it. >> Okay, well Mercedes, I'll give you the last word. What is your kind of parting tip to people who are looking to make a move, or just concerned, oh my gosh, I'm just locked up cause I think I have to get it right the first time? >> Don't let others define you. (laughing) >> Short and sweet. I should have asked you the bumper sticker question, give me the bumper sticker for it. Don't let others define you, that's perfect. Well Mercedes, thanks for taking a few minutes to stop by. >> Thank you Jeff. I appreciate it. >> Absolutely. >> Nice to meet you. >> So Jeff Frick here, at the Girls in Tech Catalyst Conference in Phoenix, Arizona. You're watching the Cube. Thanks for watching. (upbeat music)
SUMMARY :
the Cube at Catalyst Conference. Back in the Bay Area next year, it's been around for a long time. it's all over the place. operate the business on. that you shared here in your talk? and what vectors do you move along. I got to make the right decision. and verify that what you think how you contribute the level you're at. making the big shift, you know. that next step is moving you and you get to meet the I knew the culture going into it. I'll give you the last word. Don't let others define you. I should have asked you the Thank you Jeff. at the Girls in Tech
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Day 2 MWC Analyst Hot Takes MWC Barcelona 2023
(soft music) >> Announcer: TheCUBE's live coverage is made possible by funding from Dell Technologies. Creating technologies that drive human progress. (upbeat music) >> Welcome back to Spain, everybody. We're here at the Fira in MWC23. Is just an amazing day. This place is packed. They said 80,000 people. I think it might even be a few more walk-ins. I'm Dave Vellante, Lisa Martin is here, David Nicholson. But right now we have the Analyst Hot Takes with three friends of theCUBE. Chris Lewis is back again with me in the co-host seat. Zeus Kerravala, analyst extraordinaire. Great to see you, Z. and Sarbjeet SJ Johal. Good to see you again, theCUBE contributor. And that's my new name for him. He says that is his nickname. Guys, thanks for coming back on. We got the all male panel, sorry, but it is what it is. So Z, is this the first time you've been on it at MWC. Take aways from the show, Hot Takes. What are you seeing? Same wine, new bottle? >> In a lot of ways, yeah. I mean, I was talking to somebody this earlier that if you had come from like MWC five years ago to this year, a lot of the themes are the same. Telco transformation, cloud. I mean, 5G is a little new. Sustainability is certainly a newer theme here. But I think it highlights just the difficulty I think the telcos have in making this transformation. And I think, in some ways, I've been unfair to them in some degree 'cause I've picked on them in the past for not moving fast enough. These are, you know, I think these kind of big transformations almost take like a perfect storm of things that come together to happen, right? And so, in the past, we had technologies that maybe might have lowered opex, but they're hard to deploy. They're vertically integrated. We didn't have the software stacks. But it appears today that between the cloudification of, you know, going to cloud native, the software stacks, the APIs, the ecosystems, I think we're actually in a position to see this industry finally move forward. >> Yeah, and Chris, I mean, you have served this industry for a long time. And you know, when you, when you do that, you get briefed as an analyst, you actually realize, wow, there's a lot of really smart people here, and they're actually, they have challenges, they're working through it. So Zeus was saying he's been tough on the industry. You know, what do you think about how the telcos have evolved in the last five years? >> I think they've changed enormously. I think the problem we have is we're always looking for the great change, the big step change, and there is no big step change in a way. What telcos deliver to us as individuals, businesses, society, the connectivity piece, that's changed. We get better and better and more reliable connectivity. We're shunting a load more capacity through. What I think has really changed is their attitude to their suppliers, their attitude to their partners, and their attitude to the ecosystem in which they play. Understanding that connectivity is not the end game. Connectivity is part of the emerging end game where it will include storage, compute, connect, and analytics and everything else. So I think the realization that they are not playing their own game anymore, it's a much more open game. And some things they will continue to do, some things they'll stop doing. We've seen them withdraw from moving into adjacent markets as much as we used to see. So a lot of them in the past went off to try and do movies, media, and a lot went way way into business IT stuff. They've mainly pulled back from that, and they're focusing on, and let's face it, it's not just a 5G show. The fixed environment is unbelievably important. We saw that during the pandemic. Having that fixed broadband connection using wifi, combining with cellular. We love it. But the problem as an industry is that the users often don't even know the connectivity's there. They only know when it doesn't work, right? >> If it's not media and it's not business services, what is it? >> Well, in my view, it will be enabling third parties to deliver the services that will include media, that will include business services. So embedding the connectivity all the way into the application that gets delivered or embedding it so the quality mechanism deliver the gaming much more accurately or, I'm not a gamer, so I can't comment on that. But no, the video quality if you want to have a high quality video will come through better. >> And those cohorts will pay for that value? >> Somebody will pay somewhere along the line. >> Seems fuzzy to me. >> Me too. >> I do think it's use case dependent. Like you look at all the work Verizon did at the Super Bowl this year, that's a perfect case where they could have upsold. >> Explain that. I'm not familiar with it. >> So Verizon provided all the 5G in the Super Bowl. They provided a lot of, they provided private connectivity for the coaches to talk to the sidelines. And that's a mission critical application, right? In the NFL, if one side can't talk, the other side gets shut down. You can't communicate with the quarterback or the coaches. There's a lot of risk at that. So, but you know, there's a case there, though, I think where they could have even made that fan facing. Right? And if you're paying 2000 bucks to go to a game, would you pay 50 bucks more to have a higher tier of bandwidth so you can post things on social? People that go there, they want people to know they were there. >> Every football game you go to, you can't use your cell. >> Analyst: Yeah, I know, right? >> All right, let's talk about developers because we saw the eight APIs come out. I think ISVs are going to be a big part of this. But it's like Dee Arthur said. Hey, eight's better than zero, I guess. Okay, so, but so the innovation is going to come from ISVs and developers, but what are your hot takes from this show and now day two, we're a day and a half in, almost two days in. >> Yeah, yeah. There's a thing that we have talked, I mentioned many times is skills gravity, right? Skills have gravity, and also, to outcompete, you have to also educate. That's another theme actually of my talks is, or my research is that to puts your technology out there to the practitioners, you have to educate them. And that's the only way to democratize your technology. What telcos have been doing is they have been stuck to the proprietary software and proprietary hardware for too long, from Nokia's of the world and other vendors like that. So now with the open sourcing of some of the components and a few others, right? And they're open source space and antenna, you know? Antennas are becoming software now. So with the invent of these things, which is open source, it helps us democratize that to the other sort of skirts of the practitioners, if you will. And that will bring in more applications first into the IOT space, and then maybe into the core sort of California, if you will. >> So what does a telco developer look like? I mean, all the blockchain developers and crypto developers are moving into generative AI, right? So maybe those worlds come together. >> You'd like to think though that the developers would understand everything's network centric today. So you'd like to think they'd understand that how the network responds, you know, you'd take a simple app like Zoom or something. If it notices the bandwidth changes, it should knock down the resolution. If it goes up it, then you can add different features and things and you can make apps a lot smarter that way. >> Well, G2 was saying today that they did a deal with Mercedes, you know this probably better than I do, where they're going to embed WebEx in the car. And if you're driving, it'll shut off the camera. >> Of course. >> I'm like, okay. >> I'll give you a better example though. >> But that's my point. Like, isn't there more that we can do? >> You noticed down on the SKT stand the little helicopter. That's a vertical lift helicopter. So it's an electric vertical lift helicopter. Just think of that for a second. And then think of the connectivity to control that, to securely control that. And then I was recently at an event with Zeus actually where we saw an air traffic control system where there was no people manning the tower. It was managed by someone remotely with all the cameras around them. So managing all of those different elements, we call it IOT, but actually it's way more than what we thought of as IOT. All those components connecting, communicating securely and safely. 'Cause I don't want that helicopter to come down on my head, do you? (men laugh) >> Especially if you're in there. (men laugh) >> Okay, so you mentioned sustainability. Everybody's talking about power. I don't know if you guys have a lot of experience around TCO, but I'm trying to get to, well, is this just because energy costs are so high, and then when the energy becomes cheap again, nobody's going to pay any attention to it? Or is this the real deal? >> So one of the issues around the, if we want to experience all that connectivity locally or that helicopter wants to have that connectivity, we have to ultimately build denser, more reliable networks. So there's a CapEx, we're going to put more base stations in place. We need more fiber in the ground to support them. Therefore, the energy consumption will go up. So we need to be more efficient in the use of energy. Simple as that. >> How much of the operating expense is energy? Like what percent of it? Is it 10%? Is it 20%? Is it, does anybody know? >> It depends who you ask and it depends on the- >> I can't get an answer to that. I mean, in the enterprise- >> Analyst: The data centers? >> Yeah, the data centers. >> We have the numbers. I think 10 to 15%. >> It's 10 to 12%, something like that. Is it much higher? >> I've got feeling it's 30%. >> Okay, so if it's 30%, that's pretty good. >> I do think we have to get better at understanding how to measure too. You know, like I was talking with John Davidson at Sysco about this that every rev of silicon they come out with uses more power, but it's a lot more dense. So at the surface, you go, well, that's using a lot more power. But you can consolidate 10 switches down to two switches. >> Well, Intel was on early and talking about how they can intelligently control the cores. >> But it's based off workload, right? That's the thing. So what are you running over it? You know, and so, I don't think our industry measures that very well. I think we look at things kind of boxed by box versus look at total consumption. >> Well, somebody else in theCUBE was saying they go full throttle. That the networks just say just full throttle everything. And that obviously has to change from the power consumption standpoint. >> Obviously sustainability and sensory or sensors from IOT side, they go hand in hand. Just simple examples like, you know, lights in the restrooms, like in public areas. Somebody goes in there and just only then turns. The same concept is being applied to servers and compute and storage and every aspects and to networks as well. >> Cell tower. >> Yeah. >> Cut 'em off, right? >> Like the serverless telco? (crosstalk) >> Cell towers. >> Well, no, I'm saying, right, but like serverless, you're not paying for the compute when you're not using it, you know? >> It is serverless from the economics point of view. Yes, it's like that, you know? It goes to the lowest level almost like sleep on our laptops, sleep level when you need more power, more compute. >> I mean, some of that stuff's been in networking equipment for a long time, it just never really got turned on. >> I want to ask you about private networks. You wrote a piece, Athenet was acquired by HPE right after Dell announced a relationship with Athenet, which was kind of, that was kind of funny. And so a good move, good judo move by by HP. I asked Dell about it, and they said, look, we're open. They said the right things. We'll see, but I think it's up to HP. >> Well, and the network inside Dell is. >> Yeah, okay, so. Okay, cool. So, but you said something in that article you wrote on Silicon Angle that a lot of people feel like P5G is going to basically replace wireless or cannibalize wireless. You said you didn't agree with that. Explain why? >> Analyst: Wifi. >> Wifi, sorry, I said wireless. >> No, that's, I mean that's ridiculous. Pat Gelsinger said that in his last VMware, which I thought was completely irresponsible. >> That it was going to cannibalize? >> Cannibalize wifi globally is what he said, right? Now he had Verizon on stage with him, so. >> Analyst: Wifi's too inexpensive and flexible. >> Wifi's cheap- >> Analyst: It's going to embed really well. Embedded in that. >> It's reached near ubiquity. It's unlicensed. So a lot of businesses don't want to manage their own spectrum, right? And it's great for this, right? >> Analyst: It does the job. >> For casual connectivity. >> Not today. >> Well, it does for the most part. Right now- >> For the most part. But never at these events. >> If it's engineered correctly, it will. Right? Where you need private 5G is when reliability is an absolute must. So, Chris, you and I visited the Port of Rotterdam, right? So they're putting 5G, private 5G there, but there's metal containers everywhere, right? And that's going to disrupt it. And so there are certain use cases where it makes sense. >> I've been in your basement, and you got some pretty intense equipment in there. You have private 5G in there. >> But for carpeted offices, it does not make sense to bring private. The economics don't make any sense. And you know, it runs hot. >> So where's it going to be used? Give us some examples of where we should be looking for. >> The early ones are obviously in mining, and you say in ports, in airports. It broadens cities because you've got so many moving parts in there, and always think about it, very expensive moving parts. The cranes in the port are normally expensive piece of kits. You're moving that, all that logistics around. So managing that over a distance where the wifi won't work over the distance. And in mining, we're going to see enormous expensive trucks moving around trying to- >> I think a great new use case though, so the Cleveland Browns actually the first NFL team to use it for facial recognition to enter the stadium. So instead of having to even pull your phone out, it says, hey Dave Vellante. You've got four tickets, can we check you all in? And you just walk through. You could apply that to airports. You could do put that in a hotel. You could walk up and check in. >> Analyst: Retail. >> Yeah, retail. And so I think video, realtime video analytics, I think it's a perfect use case for that. >> But you don't need 5G to do that. You could do that through another mechanism, couldn't you? >> You could do wire depending on how mobile you want to do it. Like in a stadium, you're pulling those things in and out all the time. You're moving 'em around and things, so. >> Yeah, but you're coming in at a static point. >> I'll take the contrary view here. >> See, we can't even agree on that. (men laugh) >> Yeah, I love it. Let's go. >> I believe the reliability of connection is very important, right? And the moving parts. What are the moving parts in wifi? We have the NIC card, you know, the wifi card in these suckers, right? In a machine, you know? They're bigger in size, and the radios for 5G are smaller in size. So neutralization is important part of the whole sort of progress to future, right? >> I think 5G costs as well. Yes, cost as well. But cost, we know that it goes down with time, right? We're already talking about 60, and the 5G stuff will be good. >> Actually, sorry, so one of the big boom areas at the moment is 4G LTE because the component price has come down so much, so it is affordable, you can afford to bring it all together. People don't, because we're still on 5G, if 5G standalone everywhere, you're not going to get a consistent service. So those components are unbelievably important. The skillsets of the people doing integration to bring them all together, unbelievably important. And the business case within the business. So I was talking to one of the heads of one of the big retail outlets in the UK, and I said, when are you going to do 5G in the stores? He said, well, why would I tear out all the wifi? I've got perfectly functioning wifi. >> Yeah, that's true. It's already there. But I think the technology which disappears in front of you, that's the best technology. Like you don't worry about it. You don't think it's there. Wifi, we think we think about that like it's there. >> And I do think wifi 5G switching's got to get easier too. Like for most users, you don't know which is better. You don't even know how to test it. And to your point, it does need to be invisible where the user doesn't need to think about it, right? >> Invisible. See, we came back to invisible. We talked about that yesterday. Telecom should be invisible. >> And it should be, you know? You don't want to be thinking about telecom, but at the same time, telecoms want to be more visible. They want to be visible like Netflix, don't they? I still don't see the path. It's fuzzy to me the path of how they're not going to repeat what happened with the over the top providers if they're invisible. >> Well, if you think about what telcos delivers to consumers, to businesses, then extending that connectivity into your home to help you support secure and extend your connection into Zeus's basement, whatever it is. Obviously that's- >> His awesome setup down there. >> And then in the business environment, there's a big change going on from the old NPLS networks, the old rigid structures of networks to SD1 where the control point is moved outside, which can be under control of the telco, could be under the control of a third party integrator. So there's a lot changing. I think we obsess about the relative role of the telco. The demand is phenomenal for connectivity. So address that, fulfill that. And if they do that, then they'll start to build trust in other areas. >> But don't you think they're going to address that and fulfill that? I mean, they're good at it. That's their wheelhouse. >> And it's a 1.6 trillion market, right? So it's not to be sniffed at. That's fixed on mobile together, obviously. But no, it's a big market. And do we keep changing? As long as the service is good, we don't move away from it. >> So back to the APIs, the eight APIs, right? >> I mean- >> Eight APIs is a joke actually almost. I think they released it too early. The release release on the main stage, you know? Like, what? What is this, right? But of course they will grow into hundreds and thousands of APIs. But they have to spend a lot of time and effort in that sort of context. >> I'd actually like to see the GSMA work with like AWS and Microsoft and VMware and software companies and create some standardization across their APIs. >> Yeah. >> I spoke to them yes- >> We're trying to reinvent them. >> Is that not what they're doing? >> No, they said we are not in the business of a defining standards. And they used a different term, not standard. I mean, seriously. I was like, are you kidding me? >> Let's face it, there aren't just eight APIs out there. There's so many of them. The TM forum's been defining when it's open data architecture. You know, the telcos themselves are defining them. The standards we talked about too earlier with Danielle. There's a lot of APIs out there, but the consistency of APIs, so we can bring them together, to bring all the different services together that will support us in our different lives is really important. I think telcos will do it, it's in their interest to do it. >> All right, guys, we got to wrap. Let's go around the horn here, starting with Chris, Zeus, and then Sarbjeet, just bring us home. Number one hot take from Mobile World Congress MWC23 day two. >> My favorite hot take is the willingness of all the participants who have been traditional telco players who looked inwardly at the industry looking outside for help for partnerships, and to build an ecosystem, a more open ecosystem, which will address our requirements. >> Zeus? >> Yeah, I was going to talk about ecosystem. I think for the first time ever, when I've met with the telcos here, I think they're actually, I don't think they know how to get there yet, but they're at least aware of the fact that they need to understand how to build a big ecosystem around them. So if you think back like 50 years ago, IBM and compute was the center of everything in your company, and then the ecosystem surrounded it. I think today with digital transformation being network centric, the telcos actually have the opportunity to be that center of excellence, and then build an ecosystem around them. I think the SIs are actually in a really interesting place to help them do that 'cause they understand everything top to bottom that I, you know, pre pandemic, I'm not sure the telcos were really understand. I think they understand it today, I'm just not sure they know how to get there. . >> Sarbjeet? >> I've seen the lot of RN demos and testing companies and I'm amazed by it. Everything is turning into software, almost everything. The parts which are not turned into software. I mean every, they will soon. But everybody says that we need the hardware to run something, right? But that hardware, in my view, is getting miniaturized, and it's becoming smaller and smaller. The antennas are becoming smaller. The equipment is getting smaller. That means the cost on the physicality of the assets is going down. But the cost on the software side will go up for telcos in future. And telco is a messy business. Not everybody can do it. So only few will survive, I believe. So that's what- >> Software defined telco. So I'm on a mission. I'm looking for the monetization path. And what I haven't seen yet is, you know, you want to follow the money, follow the data, I say. So next two days, I'm going to be looking for that data play, that potential, the way in which this industry is going to break down the data silos I think there's potential goldmine there, but I haven't figured out yet. >> That's a subject for another day. >> Guys, thanks so much for coming on. You guys are extraordinary partners of theCUBE friends, and great analysts and congratulations and thank you for all you do. Really appreciate it. >> Analyst: Thank you. >> Thanks a lot. >> All right, this is a wrap on day two MWC 23. Go to siliconangle.com for all the news. Where Rob Hope and team are just covering all the news. John Furrier is in the Palo Alto studio. We're rocking all that news, taking all that news and putting it on video. Go to theCUBE.net, you'll see everything on demand. Thanks for watching. This is a wrap on day two. We'll see you tomorrow. (soft music)
SUMMARY :
that drive human progress. Good to see you again, And so, in the past, we had technologies have evolved in the last five years? is that the users often don't even know So embedding the connectivity somewhere along the line. at the Super Bowl this year, I'm not familiar with it. for the coaches to talk to the sidelines. you can't use your cell. Okay, so, but so the innovation of the practitioners, if you will. I mean, all the blockchain developers that how the network responds, embed WebEx in the car. Like, isn't there more that we can do? You noticed down on the SKT Especially if you're in there. I don't know if you guys So one of the issues around the, I mean, in the enterprise- I think 10 to 15%. It's 10 to 12%, something like that. Okay, so if it's So at the surface, you go, control the cores. That's the thing. And that obviously has to change and to networks as well. the economics point of view. I mean, some of that stuff's I want to ask you P5G is going to basically replace wireless Pat Gelsinger said that is what he said, right? Analyst: Wifi's too to embed really well. So a lot of businesses Well, it does for the most part. For the most part. And that's going to disrupt it. and you got some pretty it does not make sense to bring private. So where's it going to be used? The cranes in the port are You could apply that to airports. I think it's a perfect use case for that. But you don't need 5G to do that. in and out all the time. Yeah, but you're coming See, we can't even agree on that. Yeah, I love it. I believe the reliability of connection and the 5G stuff will be good. I tear out all the wifi? that's the best technology. And I do think wifi 5G We talked about that yesterday. I still don't see the path. to help you support secure from the old NPLS networks, But don't you think So it's not to be sniffed at. the main stage, you know? the GSMA work with like AWS are not in the business You know, the telcos Let's go around the horn here, of all the participants that they need to understand But the cost on the the data silos I think there's and thank you for all you do. John Furrier is in the Palo Alto studio.
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Jeetu Patel, Cisco | MWC Barcelona 2023
>> Narrator: theCUBE's live coverage is made possible by funding from Dell Technologies, creating technologies that drive human progress. (bright upbeat music plays) >> Welcome back to Barcelona, everybody. You're watching theCUBE's coverage of MWC '23, my name is Dave Vellante. Just left a meeting with the CEO of Cisco, Chuck Robbins, to meet with Jeetu Patel, who's our Executive Vice President and General Manager of security and collaboration at Cisco. Good to see you. >> You never leave a meeting with Chuck Robbins to meet with Jeetu Patel. >> Well, I did. >> That's a bad idea. >> Walked right out. I said, hey, I got an interview to do, right? So, and I'm excited about this. Thanks so much for coming on. >> Thank you for having me. It's a pleasure. >> So, I mean you run such an important part of the business. I mean, obviously the collaboration business but also security. So many changes going on in the security market. Maybe we could start there. I mean, there hasn't been a ton of security talk here Jeetu, because I think it's almost assumed. It was 45 minutes into the keynote yesterday before anybody even mentioned security. >> Huh. >> Right? And so, but it's the most important topic in the enterprise IT world. And obviously is important here. So why is it you think that it's not the first topic that people mention. >> You know, it's a complicated subject area and it's intimidating. And actually that's one of the things that the industry screwed up on. Where we need to simplify security so it actually gets to be relatable for every person on the planet. But, if you think about what's happening in security, it's not just important for business it's critical infrastructure that if you had a breach, you know lives are cost now. Because hospitals could go down, your water supply could go down, your electricity could go down. And so it's one of these things that we have to take pretty seriously. And, it's 51% of all breaches happen because of negligence, not because of malicious intent. >> It's that low. Interesting. I always- >> Someone else told me the same thing, that they though it'd be higher, yeah. >> I always say bad user behavior is going to trump good security every time. >> Every single time. >> You can't beat it. But, you know, it's funny- >> Jeetu: Every single time. >> Back, the earlier part of last decade, you could see that security was becoming a board level issue. It became, it was on the agenda every quarter. And, I remember doing some research at the time, and I asked, I was interviewing Robert Gates, former Defense Secretary, and I asked him, yeah, but we're getting attacked but don't we have the best offense? Can't we have the best technology? He said, yeah but we have so much critical infrastructure the risks to United States are higher. So we have to be careful about how we use security as an offensive weapon, you know? And now you're seeing the future of war involves security and what's going on in Ukraine. It's a whole different ballgame. >> It is, and the scales always tip towards the adversary, not towards the defender, because you have to be right every single time. They have to be right once. >> Yeah. And, to the other point, about bad user behavior. It's going now beyond the board level, to it's everybody's responsibility. >> That's right. >> And everybody's sort of aware of it, everybody's been hacked. And, that's where it being such a complicated topic is problematic. >> It is, and it's actually, what got us this far will not get us to where we need to get to if we don't simplify security radically. You know? The experience has to be almost invisible. And what used to be the case was sophistication had to get to a certain level, for efficacy to go up. But now, that sophistication has turned to complexity. And there's an inverse relationship between complexity and efficacy. So the simpler you make security, the more effective it gets. And so I'll give you an example. We have this great kind of innovation we've done around passwordless, right? Everyone hates passwords. You shouldn't have passwords in 2023. But, when you get to passwordless security, not only do you reduce a whole lot of friction for the user, you actually make the system safer. And that's what you need to do, is you have to make it simpler while making it more effective. And, I think that's what the future is going to hold. >> Yeah, and CISOs tell me that they're, you know zero trust before the pandemic was like, yeah, yeah zero trust. And now it's like a mandate. >> Yeah. >> Every CISO you talk to says, yes we're implementing a zero trust architecture. And a big part of that is that, if they can confirm zero trust, they can get to market a lot faster with revenue generating or critical projects. And many projects as we know are being pushed back, >> Yeah. >> you know? 'Cause of the macro. But, projects that drive revenue and value they want to accelerate, and a zero trust confirmation allows people to rubber stamp it and go faster. >> And the whole concept of zero trust is least privileged access, right? But what we want to make sure that we get to is continuous assessment of least privileged access, not just a one time at login. >> Dave: 'Cause things change so frequently. >> So, for example, if you happen to be someone that's logged into the system and now you start doing some anomalous behavior that doesn't sound like Dave, we want to be able to intercept, not just do it at the time that you're authenticating Dave to come in. >> So you guys got a good business. I mentioned the macro before. >> Yeah. >> The big theme is consolidating redundant vendors. So a company with a portfolio like Cisco's obviously has an advantage there. You know, you guys had great earnings. Palo Alto is another company that can consolidate. Tom Gillis, great pickup. Guy's amazing, you know? >> Love Tom. >> Great respect. Just had a little webinar session with him, where he was geeking out with the analyst and so- >> Yeah, yeah. >> Learned a lot there. Now you guys have some news, at the event event with Mercedes? >> We do. >> Take us through that, and I want to get your take on hybrid work and what's happening there. But what's going on with Mercedes? >> Yeah so look, it all actually stems from the hybrid work story, which is the future is going to be hybrid, people are going to work in mixed mode. Sometimes you'll be in the office, sometimes at home, sometimes somewhere in the middle. One of the places that people are working more and more from is their cars. And connected cars are getting to be a reality. And in fact, cars sometimes become an extension of your home office. And many a times I have found myself in a parking lot, because I didn't have enough time to get home and I was in a parking lot taking a conference call. And so we've made that section easier, because we have now partnered with Mercedes. And they aren't the first partner, but they're a very important partner where we are going to have Webex available, through the connected car, natively in Mercedes. >> Ah, okay. So I could take a call, I can do it all the time. I find good service, pull over, got to take the meeting. >> Yeah. >> I don't want to be driving. I got to concentrate. >> That's right. >> You know, or sometimes, I'll have the picture on and it's not good. >> That's right. >> Okay, so it'll be through the console, and all through the internet? >> It'll be through the console. And many people ask me like, how's safety going to work over that? Because you don't want to do video calls while you're driving. Exactly right. So when you're driving, the video automatically turns off. And you'll have audio going on, just like a conference call. But the moment you stop and put it in park, you can have video turned on. >> Now, of course the whole hybrid work trend, we, seems like a long time ago but it doesn't, you know? And it's really changed the security dynamic as well, didn't it? >> It has, it has. >> I mean, immediately you had to go protect new endpoints. And those changes, I felt at the time, were permanent. And I think it's still the case, but there's an equilibrium now happening. People as they come back to the office, you see a number of companies are mandating back to work. Maybe the central offices, or the headquarters, were underfunded. So what's going on out there in terms of that balance? >> Well firstly, there's no unanimous consensus on the way that the future is going to be, except that it's going to be hybrid. And the reason I say that is some companies mandate two days a week, some companies mandate five days a week, some companies don't mandate at all. Some companies are completely remote. But whatever way you go, you want to make sure that regardless of where you're working from, people can have an inclusive experience. You know? And, when they have that experience, you want to be able to work from a managed device or an unmanaged device, from a corporate network or from a Starbucks, from on the road or stationary. And whenever you do any of those things, we want to make sure that security is always handled, and you don't have to worry about that. And so the way that we say it is the company that created the VPN, which is Cisco, is the one that's going to kill it. Because what we'll do is we'll make it simple enough so that you don't, you as a user, never have to worry about what connection you're going to use to dial in to what app. You will have one, seamless way to dial into any application, public application, private application, or directly to the internet. >> Yeah, I got a love, hate with my VPN. I mean, it's protecting me, but it's in the way a lot. >> It's going to be simple as ever. >> Do you have kids? >> I do, I have a 12 year old daughter. >> Okay, so not quite high school age yet. She will be shortly. >> No, but she's already, I'm not looking forward to high school days, because she has a very, very strong sense of debate and she wins 90% of the arguments. >> So when my kids were that age, I've got four kids, but the local high school banned Wikipedia, they can't use Wikipedia for research. Many colleges, I presume high schools as well, they're banning Chat GPT, can't use it. Now at the same time, I saw recently on Medium a Wharton school professor said he's mandating Chat GPT to teach his students how to prompt in progressively more sophisticated prompts, because the future is interacting with machines. You know, they say in five years we're all going to be interacting in some way, shape, or form with AI. Maybe we already are. What's the intersection between AI and security? >> So a couple very, very consequential things. So firstly on Chat GPT, the next generation skill is going to be to learn how to go out and have the right questions to ask, which is the prompt revolution that we see going on right now. But if you think about what's happening in security, and there's a few areas which are, firstly 3,500 hundred vendors in this space. On average, most companies have 50 to 70 vendors in security. Not a single vendor owns more than 10% of the market. You take out a couple vendors, no one owns more than 5%. Highly fractured market. That's a problem. Because it's untenable for companies to go out and manage 70 policy engines. And going out and making sure that there's no contention. So as you move forward, one of the things that Chat GPT will be really good for is it's fundamentally going to change user experiences, for how software gets built. Because rather than it being point and click, it's going to be I'm going to provide an instruction and it's going to tell me what to do in natural language. Imagine Dave, when you joined a company if someone said, hey give Dave all the permissions that he needs as a direct report to Chuck. And instantly you would get all of the permissions. And it would actually show up in a screen that says, do you approve? And if you hit approve, you're done. The interfaces of the future will get more natural language kind of dominated. The other area that you'll see is the sophistication of attacks and the surface area of attacks is increasing quite exponentially. And we no longer can handle this with human scale. You have to handle it in machine scale. So detecting breaches, making sure that you can effectively and quickly respond in real time to the breaches, and remediate those breaches, is all going to happen through AI and machine learning. >> So, I agree. I mean, just like Amazon turned the data center into an API, I think we're now going to be interfacing with technology through human language. >> That's right. >> I mean I think it's a really interesting point you're making. Now, from a security standpoint as well, I mean, the state of the art today in my email is be careful, this person's outside your organization. I'm like, yeah I know. So it's a good warning sign, but it's really not automated in any way. So two part question. One is, can AI help? You know, with the phishing, obviously it can, but the bad guys have AI too. >> Yeah. >> And they're probably going to be smarter than I am about using it. >> Yeah, and by the way, Talos is our kind of threat detection and response >> Yes. >> kind of engine. And, they had a great kind of piece that came out recently where they talked about this, where Chat GPT, there is going to be more sophistication of the folks that are the bad actors, the adversaries in using Chat GPT to have more sophisticated phishing attacks. But today it's not something that is fundamentally something that we can't handle just yet. But you still need to do the basic hygiene. That's more important. Over time, what you will see is attacks will get more bespoke. And in order, they'll get more sophisticated. And, you will need to have better mechanisms to know that this was actually not a human being writing that to you, but it was actually a machine pretending to be a human being writing something to you. And that you'll have to be more clever about it. >> Oh interesting. >> And so, you will see attacks get more bespoke and we'll have to get smarter and smarter about it. >> The other thing I wanted to ask you before we close is you're right on. I mean you take the top security vendors and they got a single digit market share. And it's like it's untenable for organizations, just far too many tools. We have a partner at ETR, they do quarterly survey research and one of the things they do is survey emerging technology companies. And when we look at in the security sector just the number of emerging technology companies that are focused on cybersecurity is as many as there are out there already. And so, there's got to be consolidation. Maybe that's through M & A. I mean, what do you think happens? Are company's going to go out of business? There's going to be a lot of M & A? You've seen a lot of companies go private. You know, the big PE companies are sucking up all these security companies and may be ready to spit 'em out and go back public. How do you see the landscape? You guys are obviously an inquisitive company. What are your thoughts on that? >> I think there will be a little bit of everything. But the biggest change that you'll see is a shift that's going to happen with an integrated platform, rather than point solution vendors. So what's going to happen is the market's going to consolidate towards very few, less than a half a dozen, integrated platforms. We believe Cisco is going to be one. Microsoft will be one. There'll be others over there. But these, this platform will essentially be able to provide a unified kind of policy engine across a multitude of different services to protect multiple different entities within the organization. And, what we found is that platform will also be something that'll provide, through APIs, the ability for third parties to be able to get their technology incorporated in, and their telemetry ingested. So we certainly intend to do that. We don't believe, we are not arrogant enough to think that every single new innovation will be built by us. When there's someone else who has built that, we want to make sure that we can ingest that telemetry as well, because the real enemy is not the competitor. The real enemy is the adversary. And we all have to get together, so that we can keep humanity safe. >> Do you think there's been enough collaboration in the industry? I mean- >> Jeetu: Not nearly enough. >> We've seen companies, security companies try to monetize private data before, instead of maybe sharing it with competitors. And so I think the industry can do better there. >> Well I think the industry can do better. And we have this concept called the security poverty line. And the security poverty line is the companies that fall below the security poverty line don't have either the influence or the resources or the know how to keep themselves safe. And when they go unsafe, everyone else that communicates with them also gets that exposure. So it is in our collective interest for all of us to make sure that we come together. And, even if Palo Alto might be a competitor of ours, we want to make sure that we invite them to say, let's make sure that we can actually exchange telemetry between our companies. And we'll continue to do that with as many companies that are out there, because actually that's better for the market, that's better for the world. >> The enemy of the enemy is my friend, kind of thing. >> That's right. >> Now, as it relates to, because you're right. I mean I, I see companies coming up, oh, we do IOT security. I'm like, okay, but what about cloud security? Do you that too? Oh no, that's somebody else. But, so that's another stove pipe. >> That's a huge, huge advantage of coming with someone like Cisco. Because we actually have the entire spectrum, and the broadest portfolio in the industry of anyone else. From the user, to the device, to the network, to the applications, we provide the entire end-to-end story for security, which then has the least amount of cracks that you can actually go out and penetrate through. The biggest challenges that happen in security is you've got way too many policy engines with way too much contention between the policies from these different systems. And eventually there's a collision course. Whereas with us, you've actually got a broad portfolio that operates as one platform. >> We were talking about the cloud guys earlier. You mentioned Microsoft. They're obviously a big competitor in the security space. >> Jeetu: But also a great partner. >> So that's right. To my opinion, the cloud has been awesome as a first line of defense if you will. But the shared responsibility model it's different for each cloud, right? So, do you feel that those guys are working together or will work together to actually improve? 'Cause I don't see that yet. >> Yeah so if you think about, this is where we feel like we have a structural advantage in this, because what does a company like Cisco become in the future? I think as the world goes multicloud and hybrid cloud, what'll end up happening is there needs to be a way, today all the CSPs provide everything from storage to computer network, to security, in their own stack. If we can abstract networking and security above them, so that we can acquire and steer any and all traffic with our service providers and steer it to any of those CSPs, and make sure that the security policy transcends those clouds, you would actually be able to have the public cloud economics without the public cloud lock-in. >> That's what we call super cloud Jeetu. It's securing the super cloud. >> Yeah. >> Hey, thanks so much for coming to theCUBE. >> Thank you for having me. >> Really appreciate you coming on our editorial program. >> Such a pleasure. >> All right, great to see you again. >> Cheers. >> All right, keep it right there. Dave Vellante with David Nicholson and Lisa Martin. We'll be back, right after this short break from MWC '23 live, in the Fira, in Barcelona. (bright music resumes) (music fades out)
SUMMARY :
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Taylor Dolezal, CNCF | CloudNativeSeurityCon 23
(energetic music plays) >> Lisa: Hey everyone, we're so glad you're here with us. theCUBE is covering Cloud Native Security Con 23. Lisa Martin here with John Furrier. This is our second day of coverage of the event. We've had some great conversations with a lot of intellectual, exciting folks, as you know cuz you've been watching. John and I are very pleased to welcome back one of our alumni to theCUBE Taylor Dolezal joins us the head of ecosystem at CNCF. Taylor, welcome back to theCUBE. Great to see you. >> Taylor: Hey everybody, great to see you again. >> Lisa: So you are on the ground in Seattle. We're jealous. We've got fomo as John would say. Talk to us about, this is a inaugural event. We were watching Priyanka keynote yesterday. Seemed like a lot of folks there, 72 sessions a lot of content, a lot of discussions. What's the buzz, what's the reception of this inaugural event from your perspective? >> Taylor: So it's been really fantastic. I think the number one thing that has come out of this conference so far is that it's a wonderful chance to come together and for people to see one another. It's, it's been a long time that we've kind of had that opportunity to be able to interact with folks or you know, it's just a couple months since last Cube Con. But this is truly a different vibe and it's nice to have that focus on security. We're seeing a lot of folks within different organizations work through different problems and then finally have a vendor neutral space in which to talk about all of those contexts and really raise everybody up with all this new knowledge and new talking points, topics, and different facets of knowledge. >> John: Taylor, we were joking on our yesterday's summary of the keynotes, Dave Vellante and I, and the guests, Lisa and I, about the CNCF having an event operating system, you know, very decoupled highly cohesive events, strung together beautifully through the Linux Foundation, you know, kind of tongue in cheek but it was kind of fun to play on words because it's a very technical community. But the business model of, of hackers is booming. The reality of businesses booming and Cloud Native is the preferred developer environment for the future application. So the emphasis, it's very clear that this is a good move to do and targeting the community around security's a solid move. Amazon's done it with reinforce and reinvent. We see that Nice segmentation. What's the goal? Because this is really where it connects to Cube Con and Cloud Native Con as well because this shift left there too. But here it's very much about hardcore Cloud Native security. What's your positioning on this? Am I getting it right or is there is that how you guys see it? >> Taylor: Yeah, so, so that's what we've see that's what we were talking about as well as we were thinking on breaking this event out. So originally this event was a co-located event during the Cube Con windows in both Europe and North America. And then it just was so consistently popular clearly a topic that people wanted to talk, which is good that people want to talk of security. And so when we saw this massive continued kind of engagement, we wanted to break this off into its own conference. When we were going through that process internally, like you had mentioned the events team is just phenomenal to work with and they, I love how easy that they make it for us to be able to do these kinds of events too though we wanted to talk through how we differentiate this event from others and really what's changed for us and kind of how we see this space is that we didn't really see any developer-centric open source kinds of conferences. Ones that were really favoring of the developer and focus on APIs and ways in which to implement these things across all of your workloads within your organization. So that's truly what we're looking to go for here during these, all of these sessions. And that's how it's been playing out so far which has been really great to see. >> John: Taylor, I want to ask you on the ecosystem obviously the built-in ecosystem at CNCF.IO with Cube Cons Cloud Cons there, this is a new ecosystem opportunity to add more people that are security focused. Is their new entrance coming into the fold and what's been the reaction? >> Taylor: So short answer is yes we've seen a huge uptick across our vendor members and those are people that are creating Cloud offerings and selling those and working with others to implement them as well as our end users. So people consuming Cloud Native projects and using them to power core parts of their business. We have gotten a lot of data from groups like IBM and security, IBM security and put 'em on institute. They gave us a cost of data breach report that Priyanka mentioned and talked about 43% of those organizations haven't started or in the early stages of updating security practices of their cloud environments and then here on the ground, you know, talking through some best practices and really sharing those out as well. So it's, I've gotten to hear pieces and parts of different conversations and and I'm certain we'll hear more about those soon but it's just really been great to, to hear everybody with that main focus of, hey, there's more that we can do within the security space and you know, let's let's help one another out on that front just because it is such a vast landscape especially in the security space. >> Lisa: It's a huge landscape. And to your point earlier, Taylor it's everyone has the feeling that it's just so great to be back together again getting folks out of the silos that they've been operating in for such a long time. But I'd love to get some of your, whatever you can share in terms of some of the Cloud Native security projects that you've heard about over the last day or so. Anything exciting that you think is really demonstrating the value already and this inaugural event? >> Taylor: Yes, so I I've been really excited to hear a lot of, personally I've really liked the talks around EBPF. There are a whole bunch of projects utilizing that as far as runtime security goes and actually getting visibility into your workloads and being able to see things that you do expect and things that you don't expect and how to remediate those. And then I keep hearing a lot of talks about open policy agents and projects like Caverno around you know, how do we actually automate different policies or within regulated industries, how do we actually start to solve those problems? So I've heard even more around CNCF projects and other contexts that have come up but truly most of them have been around the telemetry space EBPF and, and quite a few others. So really great to, to see all those projects choosing something to bind to and making it that much more accessible for folks to implement or build on top of as well. >> John: I love the reference you guys had just the ChatGPT that was mentioned in the keynote yesterday and also the reference to Dan Kaminsky who was mentioned on the reference to DNS and Bind, lot of root level security going on. It seems like this is like a Tiger team event where all the top alpha security gurus come together, Priyanka said, experts bottoms up, developer first practitioners, that's the vibe. Is that kind of how you guys want it to be more practitioners hardcore? >> Taylor: Absolutely, absolutely. I think that when it comes to security, we really want to help. It's definitely a grassroots movement. It's great to have the people that have such a deep understanding of certain security, just bits of knowledge really when it comes to EBPF. You know, we have high surveillance here that we're talking things through. Falco is here with Sysdig and so it it's great to have all of these people here, though I have seen a good spread of folks that are, you know, most people have started their security journey but they're not where they want to be. And so people that are starting at a 2 0 1, 3 0 1, 4 0 1 level of understanding definitely seeing a good spread of knowledge on that front. But it's really, it's been great to have folks from all varying experiences, but then to have the expertise of the folks that are writing these specifications and pushing the boundaries of what's possible with security to to ensure that we're all okay and updated on that front too, I think was most notable yesterday. Like you had said >> Lisa: Sorry Taylor, when we think of security, again this is an issue that, that organizations in every industry face, nobody is immune to this. We can talk about the value in it for the hackers in terms of ransomware alone for example. But you mentioned a stat that there's a good amount of organizations that are really either early in their security journeys or haven't started yet which kind of sounds a bit scary given the landscape and how much has changed in the last couple of years. But it sounds like on the good news front it isn't too late for organizations. Talk a little bit about some of the recommendations and best practices for those organizations who are behind the curve knowing that the next attack is going to happen. >> Taylor: Absolutely. So fantastic question. I think that when it comes to understanding the fact that people need to implement security and abide by best practices, it's like I I'm sure that many of us can agree on that front, you know, hopefully all of us. But when it comes to actually implementing that, that's I agree with you completely. That's where it's really difficult to find where where do I start, where do I actually look at? And there are a couple of answers on that front. So within the CNTF ecosystem we have a technical action group security, so tag security and they have a whole bunch of working groups that cover different facets of the Cloud Native experience. So if you, for example, are concerned about runtime security or application delivery concerns within there, those are some really good places to find people knowledgeable about, that even when the conference isn't going on to get a sense of what's going on. And then TAG security has also published recently version two of their security report which is free accessible online. They can actually look through that, see what some of the recent topics are and points of focus and of interest are within our community. There are also other organizations like Open SSF which is taking a deeper dive into security. You know, initially kind of having a little bit more of an academic focus on that space and then now getting further into things around software bill materials or SBOMs supply chain security and other topics as well. >> John: Well we love you guys doing this. We think it's very big deal. We think it's important. We're starting to see events post COVID take a certain formation, you know joking aside about the event operating systems smaller events are happening, but they're tied together. And so this is key. And of course the critical need is our businesses are under siege with threats, ransomware, security challenges, that's IT moves to Cloud Native, not everyone's moved over yet. So that's in progress. So there's a huge business imperative and the hackers have a business model. So this isn't like pie in the sky, this is urgent. So, that being said, how do you see this developing from who should attend the next one or who are you looking for to be involved to get input from you guys are open arms and very diverse and great great culture there, but who are you looking for? What's the makeup persona that you hope to attract and nurture and grow? >> Taylor: Absolutely. I, think that when it comes to trying the folks that we're looking for the correct answer is it varies you know, from, you know, you're asking Priyanka or our executive director or Chris Aniszczyk our CTO, I work mostly with the end users, so for me personally I really want to see folks that are operating within our ecosystem and actually pulling these down, these projects down and using them and sharing those stories. Because there are people creating these projects and contributing to them might not always have an idea of how they're used or how they can be exploited too. A lot of these groups that I work with like Mercedes or Intuit for example, they're out there in the world using these, these projects and getting a sense for, you know, what can come up. And by sharing that knowledge I think that's what's most important across the board. So really looking for those stories to be told and novel ways in which people are trying to exploit security and attacking the supply chain, or building applications, or just things we haven't thought about. So truly that that developer archetype is really helpful to have the consumers, the end users, the folks that are actually using these. And then, yeah, and I'm truly anywhere knowledgeable about security or that wants to learn more >> John: Super important, we're here to help you scale those stories up whatever you need, send them our way. We're looking forward to getting those. This is a super important movement getting the end users who are on the front lines bringing it back into the open, building, more software, making it secure and verified, all super important. We really appreciate the mission you guys are on and again we're here to help. So send those stories our way. >> Taylor: Cool, cool. We couldn't do it without you. Yeah, just everyone contributing, everyone sharing the news. This is it's people, people is the is the true operating system of our ecosystem. So really great to, really great to share. >> Lisa: That's such a great point Taylor. It is all about people. You talked about this event having a different vibe. I wanted to learn a little bit more about that as we, as we wrap up because there's so much cultural change that's required for organizations to evolve their security practices. And so people of course are at the center of culture. Talk a little bit about why that vibe is different and do you think that yeah, it's finally time. Everyone's getting on the same page here we're understanding, we're learning from each other. >> Taylor: Yes. So, so to kind of answer that, I think it's really a focus on, there's this term shift left and shift right. And talking about where do we actually put security in the mix as it comes to people adopting this and and figuring out where things go. And if you keep shifting at left, that meaning that the developers should care more deeply about this and a deeper understanding of all of these, you know, even if it's, even if they don't understand how to put it together, maybe understand a little bit about it or how these topics and, and facets of knowledge work. But you know, like with anything, if you shift everything off to one side or the other that's also not going to be efficient. You know, you want a steady stream of knowledge flowing throughout your whole organization. So I think that that's been something that has been a really interesting topic and, and hearing people kind of navigate and try to get through, especially groups that have had, you know, deployed an app and it's going to be around for 40 years as well. So I think that those are some really interesting and unique areas of focus that I've come up on the floor and then in a couple of the sessions here >> Lisa: There's got to be that, that balance there. Last question as we wrap the last 30 seconds or so what are you excited about given the success and the momentum of day one? What excites you about what's ahead for us on day two? >> Taylor: So on day two, I'm really, it's, there's just so many sessions. I think that it was very difficult for me to, you know pick which one I was actually going to go see. There are a lot of favorites that I had kind of doubled up at each of the time so I'm honestly going to be in a lot of the sessions today. So really excited about that. Supply chain security is definitely one that's close to my heart as well but I'm really curious to see what new topics, concepts or novel ideas people have to kind of exploit things. Like one for example is a package is out there it's called Browser Test but somebody came up with one called Bowser Test. Just a very simple misname and then when you go and run that it does a fake kind of like, hey you've been exploited and just even these incorrect name attacks. That's something that is really close and dear to me as well. Kind of hearing about all these wild things people wouldn't think about in terms of exploitation. So really, really excited to hear more stories on that front and better protect myself both at home and within the Cloud Community as I stand these things up. >> Lisa: Absolutely you need to clone yourself so that you can, there's so many different sessions. There needs to be multiple versions of Taylor that you can attend and then you can all get together and talk about and learn. But that's actually a really good problem to have as we mentioned when we started 72 sessions yesterday and today. Lots of great content. Taylor, we thank you for your participation. We thank you for bringing the vibe and the buzz of the event to us and we look forward as well to hearing and seeing what day two brings us today. Thank you so much for your time Taylor. >> Taylor: Thank you for having me. >> John: All right >> Lisa: Right, for our guest and John Furrier, I'm Lisa Martin. You're watching theCube's Day two coverage of Cloud Native Security Con 23. (energetic music plays)
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JC Herrera, CrowdStrike, Craig Neri & Diezel Lodder, Operation Motorsport | CrowdStrike Fal.Con 2022
>>Welcome back to Falcon 2022. This is Dave LAN. We get a special presentation segment for you today. This is Walter Wall day one of day two's cube coverage, JC Herrera. Here's my designated cohost. Who's the chief human resource officer at CrowdStrike. Craig Neri is to my left. He's the beneficiary and the beneficiary trustee and ambassador of, of operation Motorsport and former us air force. Thank you for your service. Thank you. And Deel Lauder, who is CEO and co-founder of operation Motorsport. Jen, welcome to the cube. Thanks so much for coming on. Great to be JC set this up for us. Explain your role, explain the corporate giving the whole student connection and the veterans take us through that. >>Yeah, sure. Yeah. So as, as head of HR, one of the, one of the things that we do is, is help manage part of the corporate giving strategy. And, and one of those things that, that we love to do is to also invest in students and in our veterans, it's just a part of our giving program. So this partnership with operation Motorsport is really critical to that. And if you want to dive a little bit deeper into that, we just see that there's a gigantic skills gap in cyber security. And so when we, when there's over millions of open roles around the world and 700,000 of 'em in the us alone, we've gotta go close that gap. And so our next gen scholarships that come out of the, that are giving funds are, are awarded to students who are studying cyber security or AI. And the other side of that is that this partnership with operation motor sport, then we get the opportunity to do some internships with veterans through operation motor sport as well, the >>Number 700,000 now, but pre pandemic. I remember number 3 50, 300 50,000. It's it's doubled now just in the us. Amazing. All right, diesel, tell us about the mission of operation motor sport, like who are the beneficiaries let's get into it. >>So operation motor sport engages ill, injured, wounded service members, those that are medically retiring from the service or disabled veterans, these individuals be taken out of their units. They lose their team identity, their purpose. And, and what we do is those that apply to the program and have a desire to work around shiny objects and fast cars and all the great smells or just car guys or gals that we have some of those as well. They, we, we bring them onto the teams as beneficiaries. So embed them into a race team and give them opportunity to find something new. We're a recovery program. We're not about, you know, finding jobs for these folks. It's about networking and getting outta that, you know, outta the dark places where some of them end up going, because this is a, a huge change for them. And, and in doing so, we now expose them to crowd strike. You know, that's, that's one of the new relationships that, that we have where potentially if they want to, they can pursue new opportunities in areas like cyber security. >>And they're chosen through an application process. You're I'm, I'm inferring. >>Yeah. They just go online and say, you know, through word of mouth or through a friend or through the, the USO and other organizations, they go online and they click the apply here and they fill it out. And our beneficiary trustee, Craig, and calls 'em up and says, Hey, tell me about what you're looking for. And, and we, we pair them up with the race team and Craig, >>You're also a, a beneficiary in addition to being the beneficiary trustee. So explain that, what's your story? >>Right. So I started in this organization as a beneficiary. I was the one that hit the button on the website. And, and then a few minutes later, I got a phone call from then Tiffany Lader, diesel's wife, who's our executive director in the organization. And, and I had that same conversation that I now have with beneficiaries today. I did a, I did a full season with them last year in 2021 as a beneficiary. But at the end I realized how big of an impact that this has with folks. Transition can be very difficult, especially if they're ill injured or wounded. And so I asked if I could help if I could give back, cuz it meant such it had such a big impact on me. I'd like to, to help other veterans as well. Can I >>Ask you what made you hit that button? What made you apply? >>That's a great question. So I was one of the very fortunate ones that had a transition coach. I was in the military for 29 years and had a lot of great connections in the military and, and was connected to a coach, a transition coach and just exploring, you know, what that, what that would look like. And she was the one who said, Hey, why don't we, why don't we explore this passion of Motorsports that you have? My family had been going to, to Motorsports events for, you know, 50 years. And so, so I thought back, all right, this is, I like this idea. Let's, let's pursue this. So a quick Google search and operation Motorsport popped up and I hit the button and >>What programs are available in operation >>Motorsport? Yeah. So diesel kind of outline outlined it. We have basically three different programs. We have the, our immersion program, which is exactly what diesel described, where we take that veteran. And we actually immerse them in a race team. They're doing the, exactly what I was doing, doing tires and fuel and whatever the team needs them to do. We also have our emo sports program where folks who can't do the immersion program, immersion program is takes a pretty big time commitment sometimes. And so they just don't have the capacity or abilities to be able to do those. We could put 'em in our emo sports program where they can do it all virtually we're actually, we have a season going on right now where we, we have veterans racing in that emo sports program. And then we have a, a diversionary therapy program where we have a, a Patriot car corral set up at all these tracks. So they can go out with like-minded individuals and spend the day out there with those folks, other veterans. And we do pit pit tours and, and we get 'em out on the track for a little bit of a, you know, highway speeds, nothing ridiculous. But we, we did doing some highway speeds. So we have a, a few, few different ways for them to be >>Involved. So, so the number three is like a splash in the pond, whereas number ones, the, to like full immersion. Right? Correct. And so what are you doing in the full immersion? What is, what is that like? I mean, you're literally changing tires and, and, and you're >>Yeah. You name it. You're >>In the you're you're you're in that sort of sphere of battle, if you will. Right. >>The beauty of this is we could take somebody's capabilities and skill set and we can match it to whatever that looks like on a race team. Some people come in and have no experience whatsoever. And so we find a team that needs, you know, that has a development opportunities where they could come in, their, their initial job might be to fuel fuel cans or, you know, take tires off the car, wipe the car down, it's little things in the beginning. And then slowly as they start to grow and learn, then they take on bigger roles. But we also have different positions. They can be immersed in, in teams, but they can also be immersed in the series. So we have folks that are doing like tech inspections. We have folks that are doing race control up in the, up in the tower, directing race operations. So we have lots of opportunities, tons of potential. We, we foster those relationships and take the folks, whatever their capabilities and, and abilities are and find the right position for >>'em think, thinking about your personal experience, how, how did it, how would you say it affected you? >>Yeah. To understand that you really have to understand military transition. And I think that's where a lot of the folks that have never experienced this really struggle transition from the military is really difficult. And it's really difficult, even if you're, if you're not broken or you don't have some kind of illness or injury, but you add that factor into at the same time and it could be extremely difficult. And that's why we see like the 22, a day suicide rates with veterans, it's very, very high. Right? And so when you, when you come into this program, it, it is a little bit of a leap of faith, right? This is very new experience for somebody, right? For somebody like myself who had 29 years of experience in the military, very senior person in the military. And now you're at the bottom of the totem pole and trying to figure it all out again, it's, it's a, it's a big jump. But what you realize really quickly is a lot of the things that you experience in the military, you experience in that Pata, same exact things, lots of small team environment, lots of diversity, lots of challenges, lots of roadblocks ups downs, you, you deploy just like you would deploy in, in the military, you bring the cars to a track, you execute a mission, then you pack it up and bring it home. So it's, there's so many similarities in >>The process. I mean, yeah. Diesel hearing Craig explained that there are the similarities sound very clear, but, but, but how did how'd you come up with this idea? It makes sense now in retrospect, but somebody just said, Hey, you know, we have this and we have this and we can marry him or no, not >>Really. And it it's a funny story because I always said, I, I, I don't believe in reinventing the wheel, I believe in stealing the car. And so there's a sister organization that we have in the UK called mission Motorsport. And, and, and they invented this five years before we did. And, and they were successful. And I was, you know, through, through friendships and opportunities, I got to witness it in, in 2016. So went over to, to Wales in the UK and, and watched it in action. And we were there for one race weekend, race of remembrance, which is where we go back to, we'll be going back to November, taking 13 beneficiaries over to race in our own race team for a 12 hour race. And that's a whole other story, but that's where it all started. You know, we, we saw the opportunities and said, wow, they're changing lives through recovery, you know, through motor sport and the similarities and what they were achieving. >>Our initial goal was let's just come back and do this again next year, because we need to bring north American transitioning members over to, to witness this and take part. And then fast forward, we said, why stop there? And we stood up an organization. Now I'll tell you that the organization is not what it was, the, the initial vision. This is not where, I mean, I never imagine that we get to this point this day, especially with the announcement this morning, you know, with the partnership with CrowdStrike, it it's huge for us, but we've evolved into something that was very similar to the initial vision. And that was helping, helping medically transitioning service members with their own personal struggles and recovery. You know, the reason we call it operation Motorsport is because operations have no beginning and no end and our, and what we do makes us so different in that we're not a one and done, we take care of these guys. Even when they become alumni, they, they still come back. They, they come back to volunteer, they come back to check in their friends and, and all kinds. It's really, really neat. And, >>And JC of course, CrowdStrike has an affinity for Motorsports, right? You got the logo on the Mercedes. You you've got the safety car at, this is, I think it's called the safety car. Right. That's it? Yeah. So, okay. So that's an obvious connection, but, but where did the idea germinate for this partnership? >>There's so many things, but first and foremost, I think that the, the values of CrowdStrike and those of operation motors were very much aligned. If you think about it, we, we focus a lot on teamwork. There's no way we do these jobs without the teamwork part. We all love data. These guys are all in the data all the time, trying to figure out, you know, what your adversaries are doing. So there's that kind of component to it. And I'd say the last bit is critical thinking. So when we think about our organizations and how well aligned they are, that was a, that was a no brainer. And into the other side of it, we get the opportunity to do mentorship programs. I mean, I think both ways, hopefully I get invited to the Patriot corral. At some point I can go, go work on a car, but we'll do those both ways or mentorship opportunities. If folks from operation motor sport win a team up with a crowd striker. So >>Do you ever get to drive the car? Or is that just an awful question? No, that's >>A good question. Actually I do from the, from the track to the pits, very slow >>Speeds. They don't let you out in the train. That's right. No, I don't get to go out on the track. Diesel, you ever, you ever drive one >>Of these? I, I, I I've been on, on the track on, on different cars, not in the race cars that, that, that, that are on the team, but something that's unique in the Patriot corral, for instance, because JC brought that up is that when we do these Patriot corrals, part of that program at lunchtime is, is taking the individuals and doing parade laps. And now, you know, a parade lap. Well, what's the fun in that, but you drive highway speeds on a racetrack and your own personal car, following a pace car. That's a pretty cool experience. Cool. >>Yeah, that's very cool guys. Congratulations on this program and all your success and all the, the giving that you do for the community and, and your peers really appreciate you guys coming on the cube and telling me great story. Thanks >>For having, thanks for the opportunity. You're very >>Welcome. All right. Keep it right there. Everybody. Dave ante and Dave Nicholson, we'll be back from Falcon 2022 at the area in Las Vegas. You watching the cube.
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Thank you for your service. And if you want to dive a little bit deeper into that, It's it's doubled now just in the us. You know, that's, that's one of the new relationships that, that we have where And they're chosen through an application process. And our beneficiary trustee, Craig, and calls 'em up and says, You're also a, a beneficiary in addition to being the beneficiary trustee. And so I asked if I could help if I could give back, cuz it meant such it had to Motorsports events for, you know, 50 years. and we get 'em out on the track for a little bit of a, you know, highway speeds, nothing ridiculous. And so what are you doing in the full immersion? You're In the you're you're you're in that sort of sphere of battle, if you will. a team that needs, you know, that has a development opportunities where they could come in, in the military, you bring the cars to a track, you execute a mission, then you pack it up and bring it home. makes sense now in retrospect, but somebody just said, Hey, you know, we have this and we have this and we And we were there for one race weekend, race of remembrance, which is where we go back to, point this day, especially with the announcement this morning, you know, with the partnership with CrowdStrike, And JC of course, CrowdStrike has an affinity for Motorsports, right? These guys are all in the data all the time, trying to figure out, you know, Actually I do from the, from the track to the pits, very slow They don't let you out in the train. And now, you know, a parade lap. all the, the giving that you do for the community and, and your peers really appreciate you guys coming on For having, thanks for the opportunity. at the area in Las Vegas.
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JC Herrera, CrowdStrike, Craig Neri & Diezel Lodder, Operation Motorsport | CrowdStrike Fal.Con 2022
>> Welcome back to FalCon 2022. This is Dave Vellante. We get a special presentation segment for you today. This is Walter Wall day one of day two's cube coverage. JC Herrera is here, he's my designated cohost. He's the chief human resource officer at CrowdStrike. Craig Neri is to my left. He's the beneficiary and the beneficiary trustee and ambassador of, of operation Motorsport and former US air force. Thank you for your service. >> Thank you. >> And Diezel Lodder, who is CEO and co-founder of operation Motorsport. Gents, welcome to the cube. Thanks so much for coming on. >> Thank you, Great to be here >> JC, set this up for us. Explain your role, explain the corporate giving, the whole student connection, and the veterans, take us through that. >> Yeah, sure. Yeah, so as, as head of HR, one of the one of the things that we do is, is help manage part of the corporate giving strategy. And, and one of those things that, that we love to do is to also invest in students and in our veterans, it's just a part of our giving program. So this partnership with operation Motorsport is really critical to that. And if you want to dive a little bit deeper into that we just see that there's a gigantic skills gap in cybersecurity. And so when we, when there's over millions of open roles around the world and 700,000 of them in the us alone, we've got to go close that gap. And so our next gen scholarships that come out of the, are giving funds are, are awarded to students who are studying cyber security or AI. And the other side of that, is that this partnership with operation Motorsport then, we get the opportunity to do some internships with veterans through operation Motorsport as well. >> The number is 700,000 now, but pre pandemic I remember number 350, 350,000. It's, it's doubled now just in the US, amazing. All right, diezel, tell us about the mission of operation Motorsport like who are the beneficiaries let's get into it. >> So operation Motorsport engages ill, injured wounded service members, those that are medically retiring from the service or disabled veterans these individuals will be taken out of their units. They lose their team identity, their purpose. And, and what we do is those that apply to the program and have a desire to work around shiny objects and fast cars and all the great smells or just car guys or gals that we have some of those as well. They, we, we bring them onto the teams as beneficiaries. So embed them into a race team and give them opportunity to find something new. We're a recovery program. We're not about, you know, finding jobs for these folks. It's about networking and getting out of that, you know out of the dark places where some of them end up going because this is a, a huge change for them. And, and in doing so, we now expose them to CrowdStrike. You know, that's, that's one of the new relationships that, that we have where potentially if they want to they can pursue new opportunities in areas like cybersecurity. >> And they're chosen through an application process you're, I, I'm inferring. >> Yep. They just go online and say, you know through word of mouth or through a friend or through the, the USO and other organizations, they go online and they click the apply here and they fill it out. And, our beneficiary trustee Craig, and calls them up and says, Hey, tell me about what you're looking for. And, and we, we pair them up with the race team. >> And Craig you're also a, a beneficiary in addition to being the beneficiary trustee. So explain that, what's your story? >> Right. So I started in this organization as a beneficiary. I was the one that hit the button on the website. And, and then a few minutes later, I got a phone call from then Tiffany Lodder, Diezel's wife, who's our executive director in the organization. And, and I had that same conversation that I now have with beneficiaries today. I did a, I did a full season with them last year in 2021 as a beneficiary. But at the end I realized how big of an impact that this has with folks. Transition can be very difficult, especially if they're ill injured or wounded. And so I asked if I could help if I could give back cause it meant such, it had such a big impact on me. I'd like to, to help other veterans as well. >> Can I ask you what made you hit that button? What made you apply? >> Oh, that's a great question. So I was one of the very fortunate ones that had a transition coach. I was in the military for 29 years and had a lot of great connections in the military and, and was connected to a coach, a transition coach and just exploring, you know what that, what that would look like and she was the one who say, why don't we, why don't we explore this passion of Motorsports that you have? My family had been going to, to Motorsports events for you know, 50 years. And so, so I thought back, all right, this is I like this idea. Let's, let's pursue this. So a quick Google search and operation Motorsport popped up and I hit the button. >> And what programs are available in operation Motorsport? >> And so, Diezel kind of outline, outlined it. We have basically three different programs. We have the, our immersion program, which is exactly what Diezel described, where we take that veteran and we actually immerse them in a race team they're doing the, exactly what I was doing, doing tires and fuel and whatever the team needs them to do. We also have our E-motor sports program where folks who can't do the immersion program, immersion program is takes a pretty big time commitment sometimes. And so, they just don't have the capacity or abilities to be able to do those. We could put them in our E-motor sports program where they can do it all virtually. we're actually, we have a season going on right now where we're, we have veterans racing in that E-motor sports program. And then we have a, the diversionary therapy program where we have a, a Patriot car corral set up at all these tracks so, they can go out with like-minded individuals and spend the day out there with those folks, other veterans. And we do pit, pit tours and, and we get 'em out on the track for a little bit of a, you know, highway speeds nothing ridiculous, but we, we been doing some highway speeds. So we have a, a few, few different ways for them to be involved. >> So, so the number three is like a splash in the pond whereas number one's the, like full immersion. >> Yeah, correct, yes. >> And so what are you doing in the full immersion? What is, what is that like? I mean you're literally changing tires and, and you're, >> Yeah. You name it. >> In the, you're, you're in that sort of sphere of battle, if you will. >> The beauty of this is we could take somebody's capabilities and skill set and we can match it to whatever that looks like on a race team. Some people come in and have no experience whatsoever. And so we find a team that needs, you know, that has a development opportunities where they could come in, their, their initial job might be to fuel fuel cans or, you know, take tires off the car or wipe the car down, it's little things in the beginning. And then slowly as they start to grow and learn then they take on bigger roles. But we also have different positions. They can be immersed in, in teams, but they can also be immersed in the series. So we have folks that are doing like tech inspections. We have folks that are doing race control up in the, up in the tower, directing race operations. So, we have lots of opportunities, tons of potential. We, we foster those relationships and take the folks and whatever their capabilities and, and abilities are and find the right position for them. >> Think, thinking about your personal experience, how, how did it, how would you say it affected you? >> Yeah, um, to understand that you really have to understand military transition. And I think that's where a lot of the folks that have never experienced this really struggle. transition from the military is really difficult. And it's really difficult, even if you're, if you're not broke and, or you don't have some kind of illness or injury but, you add that factor into it at the same time and it could be extremely difficult. And that's why we see like the 22 a day suicide rates with veterans, it's very, very high, Right? And so when you, when you come into this program, it's, it is a little bit of a leap of faith, right? This is very new experience for somebody, right? For somebody like myself who had 29 years of experience in the military, very senior person in the military. And now you're at the bottom of the totem pole and trying to figure it all out again, it's, it's a it's a big jump. But, what you realize really quickly is a lot of the things that you experience in the military you experience in that paddock, same exact things, lots of, small team environment, lots of diversity, lots of challenges, lots of roadblocks ups downs, you, you'd deploy just like you would deploy in, in the military you bring the cars to a track, you execute a mission then you pack it up and bring it home. So it's, there's so many similarities in the process. >> I mean, yeah. Diezel hear, hearing Craig explained that there are, the similarities sound very clear, but, but, but how did how'd you come up with this idea? (Diezel laughs) It makes sense now in retrospect, but, somebody just said Hey, you know, we have this and we have this and we can marry them or... >> No, not really. And it, it's a funny story because I always said, I, I, I don't believe in reinventing the wheel I believe in stealing the car. And so there's a sister organization that we have in the UK called mission Motorsport. And, and, and they invented this five years before we did. And, and they were successful. And I was, you know, through, through friendships and opportunities, I got to witness it in, in 2016. So went over to, to Wales in, in the UK and, and watched it in action. And we were there for one race weekend, race of remembrance which is where we go back to we'll be going back to November, taking 13 beneficiaries over to race in our own race team for a 12 hour race. And that's a whole other story but that's where it all started. You know, we, we saw the opportunities and said, wow they're changing lives through recovery, you know through Motorsport and the similarities and what they were achieving, our initial goal was let's just come back and do this again next year, because we need to bring north American transitioning members over to, to witness this and take part. And then fast forward, we said, why stop there? And we, stood up an organization. Now, I'll tell you that the organization is not what it was the initial vision, this not where, I mean I never imagine that we get to this point this day especially with the announcement this morning, you know with the partnership with CrowdStrike, it it's huge for us but, we've evolved into something that was very similar to the initial vision. And that was, helping, helping medically transitioning service members with their own personal struggles and recovery. You know, the reason we call it operation Motorsport is because operations have no beginning and no end and our, and what we do makes us so different in that we're not a one and done, we take care of these guys. Even when they become alumni, they, they still come back. They, they come back to volunteer they come back to check in their friends and, and all kinds, it's really, really neat. >> And, and JC of course CrowdStrike has an affinity for Motorsports, right? You got the logo on the Mercedes. You, you've got the safety car at this. I think it's called the safety car, right? >> That's it, yeah. >> So, okay. So that's an obvious connection, but, but where did the idea germinate for this partnership? >> There's so many things, but first and foremost, I think that the, the values of CrowdStrike and those of operation motors were very much aligned. If you think about it, we, we focus a lot on teamwork. There's no way we do these jobs without the teamwork part. We all love data. These guys are all in the data all the time trying to figure out, you know, what your adversaries are doing. So there's that kind of component to it. And I'd say the last bit is critical thinking. So when we think about our organizations and how well aligned they are, that was a, that was a no brainer. And into the other side of it, we get the opportunity to do mentorship programs. I mean, I think both ways, hopefully I get invited to the Patriot corral at some point I can go, go work on a car but, we'll do those both ways or mentorship opportunities. If folks from operation Motorsport win a team up with a CrowdStrikers. >> Do you ever get to drive the car? Or is that just an awful question? >> No, it's a good question. Actually I do from the from the track to the pits at, you know, very slow speeds. >> They don't let you out on the track? >> That's right, no, I don't get to go out the track. >> Diezel You ever, you ever drive one of these? >> I, I, I, I've been on, on the track on, on different cars not in the race cars that, that, that that are on the team, but something that's unique in the Patriot corral, for instance, because JC brought that up, is that when we do these Patriot corrals part of that program at lunchtime is, is taking the individuals and doing parade laps. And I'll, you know, a parade lap, well, what's the fun in that? but you drive highway speeds on a racetrack and your own personal car following a pace car, that's a pretty cool experience. >> Yeah, that's very cool. Guys, congratulations on this program and all your success and all the, the giving that you do for the community and, and your peers, really appreciate you guys coming on The Cube and telling your story. >> Thanks for having us. >> Thanks for the opportunity. >> You're very welcome. All right, keep it right there everybody. Dave Vellante and Dave Nicholson, we'll be back from FalCon 2022, at the ARIA in Las Vegas. You're watching the cube. (relaxing music)
SUMMARY :
and the beneficiary and co-founder of operation Motorsport. and the veterans, take us through that. one of the things that we do is, just in the US, amazing. And, and in doing so, we now And they're chosen through the USO and other the beneficiary trustee. director in the organization. and just exploring, you know and spend the day out is like a splash in the pond of battle, if you will. be immersed in the series. of the things that you and we have this and And I was, you know, You got the logo on the Mercedes. So that's an obvious connection, but, And into the other side of Actually I do from the get to go out the track. that are on the team, but and your peers, really the ARIA in Las Vegas.
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Kickoff with Taylor Dolezal | Kubecon + Cloudnativecon Europe 2022
>> Announcer: "theCUBE" presents "Kubecon and Cloudnativecon Europe, 2022" brought to you by Red Hat, the Cloud Native Computing Foundation and its ecosystem partners. >> Welcome to Valencia, Spain and "Kubecon + Cloudnativecon Europe, 2022." I'm Keith Townsend, and we're continuing the conversations with amazing people doing amazing things. I think we've moved beyond a certain phase of the hype cycle when it comes to Kubernetes. And we're going to go a little bit in detail with that today, and on all the sessions, I have today with me, Taylor Dolezal. New head of CNCF Ecosystem. So, first off, what does that mean new head of? You're the head of CNCF Ecosystem? What is the CNCF Ecosystem? >> Yeah. Yeah. It's really the end user ecosystem. So, the CNCF is comprised of really three pillars. And there's the governing board, they oversee the budget and fun things, make sure everything's signed and proper. Then there's the Technical Oversight Committee, TOC. And they really help decide the technical direction of the organization through deliberation and talking about which projects get invited and accepted. Projects get donated, and the TOC votes on who's going to make it in, based on all this criteria. And then, lastly, is the end user ecosystem, that encompasses a whole bunch of different working groups, special interest groups. And that's been really interesting to kind of get a deeper sense into, as of late. So, there are groups like the developer experience group, and the user research group. And those have very specific focuses that kind of go across all industries. But what we've seen lately, is that there are really deep wants to create, whether it be financial services user group, and things like that, because end users are having trouble with going to all of the different meetings. If you're a company, a vendor member company that's selling authentication software, or something in networking, makes sense to have a SIG network, SIG off, and those kinds of things. But when it comes down to like Boeing that just joined, does that make sense for them to jump into all those meetings? Or does it make sense to have some other kind of thing that is representative of them, so that they can attend that one thing, it's specific to their industry? They can get that download and kind of come up to speed, or find the best practices as quickly as possible in a nice synthesized way. >> So, you're 10 weeks into this role. You're coming from a customer environment. So, talk to me a little bit about the customer side of it? When you're looking at something, it's odd to call CNCF massive. But it is, 7.1 million members, and the number of contributing projects, et cetera. Talk to me about the view from the outside versus the view now that you're inside? >> Yeah, so honestly, it's been fun to kind of... For me, it's really mirrored the open-source journey. I've gone to Kubecon before, gotten to enjoy all of the booths, and trying to understand what's going on, and then worked for HashiCorp before coming to the CNCF. And so, get that vendor member kind of experience working the booth itself. So, kind of getting deeper and deeper into the stack of the conference itself. And I keep saying, vendor member and end user members, the difference between those, is end users are not organizations that sell cloud native services. Those are the groups that are kind of more consuming, the Airbnbs, the Boeings, the Mercedes, these people that use these technologies and want to kind of give that feedback back to these projects. But yeah, very incredibly massive and just sprawling when it comes to working in all those contexts. >> So, I have so many questions around, like the differences between having you as an end user and in inter-operating with vendors and the CNCF itself. So, let's start from the end user lens. When you're an end user and you're out discovering open-source and cloud native products, what's that journey like? How do you go from saying, okay, I'm primarily focused on vendor solutions, to let me look at this cloud native stack? >> Yeah, so really with that, there's been, I think that a lot of people have started to work with me and ask for, "Can we have recommended architectures? Can we have blueprints for how to do these things?" When the CNCF doesn't want to take that position, we don't want to kind of be the king maker and be like, this is the only way forward. We want to be inclusive, we want to pull in these projects, and kind of give everyone the same boot strap and jump... I missing the word of it, just ability to kind of like springboard off of that. Create a nice base for everybody to get started with, and then, see what works out, learn from one another. I think that when it comes to Kubernetes, and Prometheus, and some other projects, being able to share best practices between those groups of what works best as well. So, within all of the separations of the CNCF, I think that's something I've found really fun, is kind of like seeing how the projects relate to those verticals and those groups as well. Is how you run a project, might actually have a really good play inside of an organization like, "I like that idea. Let's try that out with our team." >> So, like this idea of springboarding. You know, is when an entrepreneur says, "You know what? I'm going to quit my job and springboard off into doing something new." There's a lot of uncertainty, but for enterprise, that can be really scary. Like we're used to our big vendors, HashiCorp, VMware, Cisco kind of guiding us and telling us like, what's next? What is that experience like, springboarding off into something as massive as cloud native? >> So, I think it's really, it's a great question. So, I think that's why the CNCF works so well, is the fact that it's a safe place for all these companies to come together, even companies of competing products. you know, having that common vision of, we want to make production boring again, we don't want to have so much sprawl and have to take in so much knowledge at once. Can we kind of work together to create all these things to get rid of our adminis trivia or maintenance tasks? I think that when it comes to open-source in general, there's a fantastic book it's called "Working in Public," it's by Stripe Press. I recommend it all over the place. It's orange, so you'll recognize it. Yeah, it's easy to see. But it's really good 'cause it talks about the maintainer journey, and what things make it difficult. And so, I think that that's what the CNCF is really working hard to try to get rid of, is all this monotonous, all these monotonous things, filing issues, best practices. How do you adopt open-source within your organization? We have tips and tricks, and kind of playbooks in ways that you could accomplish that. So, that's what I find really useful for those kinds of situations. Then it becomes easier to adopt that within your organization. >> So, I asked Priyanka, CNCF executive director last night, a pretty tough question. And this is kind of in the meat of what you do. What happens when you? Let's pick on service mesh 'cause everyone likes to pick on service mesh. >> XXXX: Yeah. >> What happens when there's differences at that vendor level on the direction of a CIG or a project, or the ecosystem around service mesh? >> Yeah, so that's the fun part. Honestly, is 'cause people get to hash it out. And so, I think that's been the biggest thing for me finding out, was that there's more than one way to do thing. And so, I think it always comes down to use case. What are you trying to do? And then you get to solve after that. So, it really is, I know it depends, which is the worst answer. But I really do think that's the case, because if you have people that are using something within the automotive space, or in the financial services space, they're going to have completely different needs, wants, you know, some might need to run Coball or Fortran, others might not have to. So, even at that level, just down to what your tech stack looks like, audits, and those kinds of things, that can just really differ. So, I think it does come down to something more like that. >> So, the CNCF loosely has become kind of a standards body. And it's centered around the core project Kubernetes? >> Mm-hmm. >> So, what does it mean, when we're looking at larger segments such as service mesh or observability, et cetera, to be Kubernetes compliant? Where's the point, if any, that the CNCF steps in versus just letting everyone hash it out? Is it Kubernetes just need to be Kubernetes compliant and everything else is free for all? >> Honestly, in many cases, it's up to the communities themselves to decide that. So, the groups that are running OCI, the Open Container Interface, Open Storage Interface, all of those things that we've agreed on as ways to implement those technologies, I think that's where the CNCF, that's the line. That's where the CNCF gets up to. And then, it's like we help foster those communities and those conversations and asking, does this work for you? If not, let's talk about it, let's figure out why it might not. And then, really working closely with community to kind of help bring those things forward and create action items. >> So, it's all about putting the right people in the rooms and not necessarily playing referee, but to get people in the right room to have and facilitate the conversation? >> Absolutely. Absolutely. Like all of the booths behind us could have their own conferences, but we want to bring everybody together to have those conversations. And again, sprawling can be really wild at certain times, but it's good to have those cross understandings, or to hear from somebody that you're like, "Oh, my goodness, I didn't even think about that kind of context or use case." So, really inclusive conversation. >> So, organizations like Boeing, Adobe, Microsoft, from an end user perspective, it's sometimes difficult to get those organizations into these types of communities. How do you encourage them to participate in the conversation 'cause their voice is extremely important? >> Yeah, that I'd also say it really is the community. I really liked the Kubernetes documentary that was put out, working with some of the CNCF folks and core, and beginning Kubernetes contributors and maintainers. And it just kind of blew me away when they had said, you know, what we thought was success, was seeing Kubernetes in an Amazon Data Center. That's when we knew that this was going to take root. And you'd rarely hear that, is like, "When somebody that we typically compete with, its success is seeing it, seeing them use that." And so, I thought was really cool. >> You know, I like to use this technology for my community of skipping rope. You see the girls and boys jumping double Dutch rope. And you think, "I can do that. Like it's just jumping." But there's this hesitation to actually, how do you start? How do you get inside of it? The question is how do you become a member of the community? We've talked a lot about what happens when you're in the community. But how do you join the community? >> So, really, there's a whole bunch of ways that you can. Actually, the shirt that I'm wearing, I got from the 114 Release. So, this is just a fun example of that community. And just kind of how welcoming and inviting that they are. Really, I do think it's kind of like a job breaker. Almost you start at the outside, you start using these technologies, even more generally like, what is DevOps? What is production? How do I get to infrastructure, architecture, or software engineering? Once you start there, you start working your way in, you develop a stack, and then you start to see these tools, technologies, workflows. And then, after you've kind of gotten a good amount of time spent with it, you might really enjoy it like that, and then want to help contribute like, "I like this, but it would be great to have a function that did this. Or I want a feature that does that." At that point in time, you can either take a look at the source code on GitHub, or wherever it's hosted, and then start to kind of come up with that, some ideas to contribute back to that. And then, beyond that, you can actually say, "No, I kind of want to have these conversations with people." Join in those special interest groups, and those meetings to kind of talk about things. And then, after a while, you can kind of find yourself in a contributor role, and then a maintainer role. After that, if you really like the project, and want to kind of work with community on that front. So, I think you had asked before, like Microsoft, Adobe and these others. Really it's about steering the projects. It's these communities want these things, and then, these companies say, "Okay, this is great. Let's join in the conversation with the community." And together again, inclusivity, and bringing everybody to the table to have that discussion and push things forward. >> So, Taylor, closing message. What would you want people watching this show to get when they think about ecosystem and CNCF? >> So, ecosystem it's a big place, come on in. Yeah, (laughs) the water's just fine. I really want people to take away the fact that... I think really when it comes down to, it really is the community, it's you. We are the end user ecosystem. We're the people that build the tools, and we need help. No matter how big or small, when you come in and join the community, you don't have to rewrite the Kubernetes scheduler. You can help make documentation that much more easy to understand, and in doing so, helping thousands of people, If I'm going through the instructions or reading a paragraph, doesn't make sense, that has such a profound impact. And I think a lot of people miss that. It's like, even just changing punctuation can have such a giant difference. >> Yeah, I think people sometimes forget that community, especially community-run projects, they need product managers. They need people that will help with communications, people that will help with messaging, websites updating. Just reachability, anywhere from developing code to developing documentation, there's ways to jump in and help the community. From Valencia, Spain, I'm Keith Townsend, and you're watching "theCUBE," the leader in high tech coverage. (bright upbeat music)
SUMMARY :
brought to you by Red Hat, and on all the sessions, and the user research group. and the number of contributing Those are the groups that So, let's start from the end user lens. and kind of give everyone the I'm going to quit my job and have to take in so the meat of what you do. Yeah, so that's the fun part. So, the CNCF loosely has So, the groups that are running OCI, Like all of the booths behind us participate in the conversation I really liked the Kubernetes become a member of the community? and those meetings to What would you want people it really is the community, it's you. and help the community.
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Jasmine James and Ricardo Rocha | KubeCon + CloudNativeCon EU 2022
>>Welcome to the cubes coverage of C CFS, co con EU cloud native con in Valencia Spain, I'm John furrier. This is a preview interview with the co-chairs versus we have Jasmine James senior engineering manager and of developer experience and Coon cloud native con EU co-chair and RI ricotta Rocher computing engineer at CERN and Coon co-chair as well at EU. Great to have you both on great to see you, both of you, >>Hey, to be here, >>Us >>Keep alumni. So, you know, Coon just continues to roll and get bigger and bigger, um, and watching all the end user action watching the corporations enterprises come in and just all the open source projects being green litted and just all the developer onboarding has been amazing. So it should be a great EU and Vale span, great venue. A lot of people I I'm talking to are very excited, so let's get into it as co-chairs take us through kind of the upcoming schedule at a very high level. Then I wanna dig into, uh, some of the new insights into selection and program programming that you guys had to go through. I know every year it's hard. So let's start with the overall upcoming schedule for COCOM. >>Yeah. So I'll dive into that. So the schedule is represents a, quite a diverse set of topics. I would say, um, I personally am a fan of those, you know, more personal talks from an end user perspective. There's also like a lot of the representation from a community perspective and how folks can get involved. Um, as most of, you know, like our tracks, the types of tracks has evolved over the year as well. So we now have a community track student track. So it's gonna be very exciting to hear content within those tracks, um, through in Valencia. So a very exciting schedule. Um, yeah. >>And just real quick for the folks watching it's virtual and physical it's hybrid event May 4th through seventh Ricardo, what's your take on the schedule? Uh, how do you see it breaking down from a high level standpoint? >>Yeah, so, um, I'm pretty excited. Um, I think the, the fact that this hybrid will help keep, um, build on the experiences we had, uh, during the pandemic times to, to give a better experience for people not making, uh, it to Valencia. I'm pretty excited also about the number of co-located events. So the two days before the conference will include, uh, um, a large number of co-located events, focusing on security S uh, and some new stuff for like batch and HPC workloads that I'm pretty close to as well. Uh, and then some, some really good consolidation in some tracks like this value, which I think will be quite, quite interesting as well. >>So you mentioned this is gonna be like watch parties, people gonna be creating kind of satellite events. Is that what you're referring to, uh, in terms of the physical space gonna be an event, obviously, um, what's going on around, outside the event, either online or as part of the program. >>So, yeah, uh, the, the, all the sessions, uh, from, from the collocated events will be available virtually as well. I don't know if people will actually be setting up parties everywhere. <laugh>, I'm sure some people will. Yeah, >>There'll definitely be >>Some. And then for, for, for the conference itself, there will be dedicated rooms where for the virtual talks, uh, people can just join in and sit for a while and watch the virtual talks and then go back to the in person, ones, uh, Monday feel >>Like, yeah, it's always a good event. Uh, Jasmine, we talked about this last time and Ricardo, we always get into the hood as well. What's the vibe on the, the, the, the programming. And honestly, people wanna get, give talks. There's a virtual component, which opens up more aperture, uh, for more community and more actions as, as Ricardo pointed out. What's what was the process this year? Because we're seeing a lot of big trends emerge, obviously securities front and center, um, end user projects are growing data engineering is a new persona. That's just really emerged out of kind of the growth of data and the role of data that it plays and containers. And, and with Kubernetes, just a lot of action. What's the, what was it like this year in, in the selection process for the program? >>Yeah, I mean, the selection process is always lots of fun for the co-chairs. Um, you shout out to program committee, track chairs, you put in a lot of great work and reviewing talks and, and it's just a very, very thorough process. So kudos to all of us who are getting through it for this year. I think that lots of things emerge, but I still feel like security is top of mind for a lot of folks, like security is really has provided. One of the biggest, um, submissions is from, from a quantity perspective, there are tons of talks submitted for security track, and that just kind of speaks for itself, right? This is something that the cloud native community cares about, and there's still a lot of innovation and people wanna voice what they're doing and share it. >>Ricardo, what's your take, we've had a lot of chats around not only some of the hardcore tech, but some of the new waves that are emerging out of the growth, the mature maturization of, of, of the segment. What are you seeing, uh, as terms of like the, the key things that came out during the, the process? >>Yeah, exactly. So I think I would highlight something that Jasmine said, which is the, the emergency emergence of some new tracks as well. Uh, she mentioned the student track, but also we added a research track, which is actually the first time we'll have it. So I'm pretty excited about that. Of course, uh, then for the trends, clearly security observability are, uh, massive tracks for app dev operations, uh, extending Kubernetes had also a lot of submissions. Um, I think the, the main things I saw that, uh, kind of, uh, gain a bit of more consistency is the part for the business value. And, uh, the, the, the fact that people are now looking more at the second step, like managing cloud costs, uh, how to optimize, uh, spot usage and, um, usage of GPUs for machine learning, things like this. So I'm pretty excited. And all these hybrid deployments also is something that keeps coming back. So those were, are the ones that, uh, I, I think came out from, from, from the submission at this time, >>You know, it's interesting as the growth comes in, you see these cool new things happen, but there are also signs of problems that need to be solved to create opportunities. Jasmine, you mentioned security. Um, there's a lot of big trends, scale Ricardo kind of hinting at the scale piece of it, but there's all this now new things, the security posture changes, uh, as you shift left, it's not, it's not, it's not over when you shift left in security in the pipeline in there, but it's, there's audits. There's the size of, uh, the security elements, uh, there's bill of materials. Now, people who got supply chains, these are huge conversations right now in the industry, supply chain security, um, scale data, uh, optimization management, um, notifications, all this is built in, built into a whole nother level. What do you guys see in the key trends in the cloud native ecosystem? >>I, I would say that a lot of the key trends, like you said, it, right, these things are not going anywhere. It's actually coming to a point of maturation. Um, I see more of a focus on how consuming, how, how companies go about consuming these different capabilities. What is that experience like? There's a talk that's gonna be offered, um, as a keynote, um, just about that security and leveraging developers to scale security within your environment. And not only is it a tool problem, it's a mindset thing that you have to be able to get over and partner bridge gaps between teams in order to make this, um, a reality within, within, um, people, within certain organizations. So I see the experience part of it, um, coming a big, a big thing. Um, there's multiple talks about that. >>Ricardo, what's your take on these trends? Cause I look at the, the, the paragraph of the projects now it's like this big used to be like a couple sentences. Now you got more projects coming on, you got the rookies in there and you got the, the veterans, the veteran projects in there. So this speaks volumes to kind of things like notaries new, right? So this is cool. Wait, what does that mean? Okay. Security auditing all this is happening. What are the, what are the big trends that you're excited about that you see that people are gonna be digging in, in, in the pro in, in the event? >>Yeah, I think we, we, we talked about supply chain just before. I think that's, that's a big one. We, we saw a, a keynote back in north America already introducing this, and we saw a lot of consolidation happening now in projects, but also companies supporting this project. Um, I, I'm also quite interested, interested in the evolution of Kubernetes in the sense that it's not just for, what was it, it was traditionally used for like traditional it services and scaling. We start seeing, there will be a very cool keynote from, from deploying, uh, Kubernetes at the edge, but really at the edge with the lower orbit satellites running ES in basically, uh, space. So those things I think are, are, are very cool. Like we start seeing really a lot of consolidation, but also people looking at Kubernetes for, for pretty crazy things, which is very exciting. >>Yeah. You mention, you mentioned space that really takes us to a whole edge, another level of edge thinking, um, you know, I've had many conversations around how do you do break fixing space with some folks in, in the space industry, in, in public sector, software is key in all this. And again, back to open source, open source has to be secured. It has to be, be able to managed effectively. It needs to be optimized into the new workflows space is one of them, you know, you see in, um, 5g edge is huge, uh, with new kind of apps that are being built there. So open source plays a big role in all this. So the, the question I wanna ask you guys is as open source continues to grow and it's growing, we're seeing startups emerge with the playbook of you. You play an open source or you actually create a project and then you get funding behind it because I know at least three or four VCs here in Silicon valley that look at the projects and say, they're looking for deals. And they're saying, keep it open a whole nother level. Can you guys share your insights on how the ecosystem's, uh, evolving with entrepreneurship and, and startups? >>Uh, oh, I guess I'll start. Um, I think that it's such a healthy thing, um, to have such innovation occurring, um, is it's really just, uh, Testament as to how the cloud native community right. Nurtures and cultivates these ideas and provides a great framework for them to develop over time, going from, you know, the sandbox and incubating and graduating and having the support of a solid framework, I think is a lot of the reason why a lot of these projects grow so quickly and reach certain these high levels of adoption. Um, so it's a really fantastic thing to see. I think that, you know, VCC an opportunity and, and, and there's a lot of great innovation that can be, you know, operationalized and scaled, right. Um, and applied to a lot of industries. So I feel it, I feel like it's a very healthy thing. Um, it also creates a lot of opportunities about something I'm passionate about, which is like, you know, people getting involved in open source as a step into the world of tech. Um, so all of these projects coming about provide an opportunity for folks to get involved in a particular component they're interested in and then grow their career in open source. So really great thing, in my opinion. >>And you mentioned the student track, by the way, I kept to point that out. I mean, that's huge. That's gonna be a lot of people who have, you know, in computer science programs or self learning. I mean, the, the, the ability to get up to speed, uh, from a development standpoint, as a coder, um, you can be a rural comp SI or, uh, just a practitioner just coding. I mean, data's everywhere. So data engineering, coding, I mean, Ricardo, this is huge student and then just every sector's opening up. I mean, the color codes on the calendar is, uh, larger than ever before. >>Yeah. I think, yeah, the, the diversity of the usage and the communities is, is something that is really important and it's been growing still. So I, I think this one not stop. Um, I'm pretty, pretty, pretty excited to see also how we'll handle this growth, because as you mentioned, like everything is increasing in numbers, number of projects, number of startups around this project. Uh, so one, one thing that I'm particularly interested on as an end user is to understand also how to help other end users that are jumping in not only the, the developers or, or the people wanting to support these projects, but also the end users. How, how do they choose their sta how, how it's, how, how should they look like for their use cases, much more than just going, uh, from, from the selection, individual projects to understand how they, they work together. So I think this is a challenge for, for the next couple of years. >>Yeah. I mean, roll your own and building blocks, whatever you wanna call it, you're starting to see people, uh, build their own stacks. And that's not a bad thing. It might be a feature, not a bug. >>Yeah. I, I would agree that I think it's something that we have to work on, uh, together to, to, to help, especially people starting in the ecosystem, but also for, for the experienced ones that start looking at other use cases as well. >>Okay. Jasmine, we talked about this last time, you gotta pick a favorite, uh, child in the, in the, in the agenda. Uh, what's your favorite session? Um, and you gotta pick one or three or maybe put handful, um, as you guys look through this year, what's the theme. I mean, people like you can kind of sense what's happening. Uh, when you look at the agenda, obviously observability is in there, all these great stuff's in there, but what's the, what's your favorite, um, uh, project or topic this year that, uh, you're jazzed about >>For me, I I'd say there's such diverse, um, topics that are being presented both on the keynote stage and throughout, um, the various tracks. I will just reference, um, the talk that I, I sort of alluded to earlier about, um, leveraging developers to scale Kubernetes. Um, it's a talk given by red hat on the keynote stage. Um, I just think it, you know, the abstracts will me because it's talks about bridging two different roles together, um, and scaling what we all know to be so important within the cloud native space, security and Kubernetes. So it's something that's very like real for me, um, in, in my current role and previous roles. So I think that that's the one that spoke to me. >>Awesome. Ricardo, what's your favorite, uh, this year? What do you, what do you, uh, if you had to put a little gold star on something that you're interested in, what it would it be? >>I think I hinted on, on it just before, which is, uh, I'm, I'm kind of a space enthusiast. So all, all this idea of running Kubernetes in space, um, makes me very excited. So really looking forward to that one, but as an end user, I'm also very interested in talks. Uh, like the one Mercedes will be doing, which is the transition from a kind of a more traditional company to this, uh, uh, more modern world of, uh, cloud native. And I'm quite interested to hear how, how, what their experience has been has been like in the last few years. >>Well, you guys do a great job. I love chatting with you and I love, uh, CNCF and following from the beginning, we were there when it was, when it was created and watched it grow from an insider perspective, the hyperscalers people who are really kind of eating glass and building scale, you know, SREs. Now you have, you have the SRE concept going kind of global mainstream, seeing enterprises and end users contributing and participating enterprises, getting, connecting those two worlds. Jasmine, as you said, as you look at that, you're starting to see the scale piece become huge. You mentioned it a little bit earlier, Jasmine, the SRE role was specific to servers and cloud. You're kind of seeing that kind of role needed for this kind of cloud native layer. We're seeing it with data engineering. It's not for the faint of heart. It may not be a persona. That's got zillions of people, but it scales. It's like an SRE role. You're seeing that with this kind of monitoring and, and with containers and Kubernetes where it's gotta get easier and scale, how do you guys see that? Do you see that emerging in the community, this, this kind of new scale role and, um, what is it, what is this trend? Or maybe I'm misrepresenting it or maybe I'm sensing it wrong, but what do you guys think about the scale piece? How is that F falling into place? >>Yeah, I, I think that is, um, adoption, like, or there's more saturation of, of cloud native technologies within any environment. Um, most in most companies realize that you have to have that represented right within the role that is managing it. Um, if you wanna have it be reliable. Um, so I think that a lot of roles are adopting those behaviors, right. In order to be able to sustain this within their environment and learning as they start to implement these things. Um, so I see that to be something that just happens. Um, we saw it was like DevOps, right? You know, engineers were starting to adopt, you know, working on the systems versus just, you know, working on software. Um, so it's sort of like encompassing all the things, right. We're, we're seeing a shift in the role and, and the behaviors that are within it in order to maintain these cloud native services. So >>Ricardo, what's your take, we've been seeing engineers get to the front lines more and more. Uh, you guys mentioned business value as one of the tracks and, uh, focus topics this year, it's happening, engineers and developers. They're getting in the front lines cuz as you move up that stack, whether it's a headless system for retail or deploying something in another sector, they gotta be in the front lines. If you're gonna be in doing machine learning and have data, you gotta have domain scales about what the business is. Right? >>Yeah. I, I, I agree very much with what Jasmine said and, and uh, if we add this for, for kind of the business value and the, this opportu opportunistic usage of, uh, all types of resources that can come from basically anywhere these days, I think this is, this is really becoming, um, a real role to, to understand how, how to best, uh, use all of this and uh, to, to make the best of all this available resources. When we start talking about, uh, CPUs, it's already important. If we start talking about GPU's, which are more scar or some sort of specialized accelerators, then, then it becomes really like something that, uh, you, you need people that know where, where to go and fish for those. Cause they, they, you can just build your own data center and, and scale that anymore. So you really need to understand what's out there. >>Applications gotta have the security posture nailed down. They gotta have it. Automation built in. You gotta have the observability, you gotta have the business value. I mean, it sounds like a mature industry developing here finally. It's happening. Good job guys. Thanks for coming on the queue. Really appreciate it. >>Thank you. Thank you for having >>Us. And we'll see the cube here at Koon cloud native con May 16th through the 20th in Vale Spain, the cube will be there. We'll have some online coverage as well. Look for the virtual from CNCF. The cube will bring all the, all the action. I'm John fur, your host, see you in Spain and see you on the 16th.
SUMMARY :
Great to have you both on great to see you, both of you, that you guys had to go through. of those, you know, more personal talks from an end user perspective. So the two days before the conference will include, So you mentioned this is gonna be like watch parties, people gonna be creating kind of satellite events. from, from the collocated events will be available virtually as well. talks and then go back to the in person, ones, uh, Monday feel of kind of the growth of data and the role of data that it plays and containers. Um, you shout out to program committee, track chairs, you put in a lot of great work and reviewing What are you seeing, uh, as terms of like the, the key things that came out during Uh, she mentioned the student track, but also we added a research track, which is actually the first time You know, it's interesting as the growth comes in, you see these cool new things happen, but there are also signs So I see the experience part of it, um, coming a big, a big thing. Now you got more projects coming on, you got the rookies in there and you got the, Um, I, I'm also quite interested, interested in the evolution of Kubernetes in the sense the new workflows space is one of them, you know, you see in, um, 5g edge is huge, I think that, you know, VCC an opportunity and, and, and there's a lot of great innovation that can I mean, the color codes on the calendar is, uh, larger than ever before. So I think this is a challenge for, for the next couple of years. uh, build their own stacks. but also for, for the experienced ones that start looking at other use cases as well. Um, and you gotta pick one or three I just think it, you know, the abstracts will me because it's talks about bridging two different Ricardo, what's your favorite, uh, this year? So all, all this idea of running Kubernetes in space, um, makes me very excited. I love chatting with you and I love, uh, CNCF and following from the beginning, Um, if you wanna have it be reliable. They're getting in the front lines cuz as you move up that stack, So you really need to understand what's out there. You gotta have the observability, you gotta have the business value. Thank you for having the cube will be there.
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Marissa Freeman & Jim Jackson, HPE | HPE Discover 2020
>>from around the globe. It's the Cube covering HP Discover. Virtual experience Brought to you by HP >>Everybody welcome back to the Cube's continuous coverage of Discover 2020. That virtual experience. The Cube has been been virtualized really excited to have Marissa Freeman here. She's the chief brand officer, Hewlett Packard Enterprise. And, of course, he joined by Jim Jackson. Who's the CMO of HP? Guys, Great to see you Wish we were face to face. But thanks so much for coming on the Cube. >>Great to be here. Hope that you and your family and your friends are safe and well, >>and we're back at you both. Jim, let me start with you. So, uh, this kind of got dumped on you with this pandemic. Different mindset. You have to do a bit flip to goto virtual you talk about some of the things that you focused in on some of the things you want to keep. And some of the things you knew you couldn't. And you had to do things differently. >>Yeah, You know, we pretty much had to rethink everything about this event platforms, how we thought about messaging, how we thought about content. Um audience acquisition demos, really everything. And for us, it really all boiled down to having a vision. And our vision was to bring the Discover experience, all that energy, the excitement that you get the in person event. We wanted to bring that to all of our customers and our partners and our team members around the world. So for us, it wasn't about virtualized discover. It was about bringing the Discover experience to a 12 inch screen. In many cases for our customers and our partners and our team members, I think another thing that was really eye opening for us. Waas thinking of opening up the aperture and thinking, Hey, we can now take this and drive. This is the true global events and we can reach people all over the world, reach customers and partners that can't come to discover because they can't physically come to the event. That was a couple of things that really we had to put a lot of thought into, and it was really exciting for us. I think one other thing is now customers, and how we think about their experience at the event became very, very important for us because you know, at an in person event, it's three days, and we can you know, there's a lot of things people can do, but you have three days of content, and then people move on for us. Now. Our customers might go through three weeks or three months, and we really needed to think about that experience in a very simple, seamless, easy way for them so that they could to consume the content digitally in a way that made the most sense for them. So a lot of new thinking for us. But we're really excited about the opportunities that virtual brings in that digital brings >>now immerse. So I gotta ask you so No, no meter boards at least know for a physical meter boards, you know, How did you think about continuing that branding in a virtual event? >>Well, it's, uh, it's really a beautiful experience when you look at the the intro of the platform that we're on. It's beautifully branded all the way throughout. The branding is really coming through, though, in the content, um, and in the people, So we always say, Jim and I always say every year, Gosh, if we could just have every estimate on every prospect come to discover they would see our brand come to life they would feel are our purpose. They would understand, just with a new and different energized and fully charged a company, we are they would get to meet Antonio and Security. And Liz and Jennifer Income are honored and Jim and feel for themselves, uh, the power of the company. And now everyone can So the brand really is coming to life through the people. I appreciate that you love the the beautiful graphics, and we work really hard. Um, I'm all of that stuff, Sure, but the real branding is in the content itself. So >>now, Jim asses. Well, you were kind of lucky in the sense that, you know, this show wasn't in March or April. You had some time. So to see what others were doing. And you saw early on when this thing first hit, there were some the missteps there, There's there, still are even. But So what do you What do you tell people that is really unique about the Discover virtual experience? >>Yeah, I think a couple things and you're right. We did have a little more runway, and that was to our advantage. But we feel like we've taken full advantage of it. I think the first is coming back to that global experience that I talked about. So we're delivering this on 10 different with translating into 10 different languages, and that makes it easy for people to consume our key content around the world. We're truly delivering our content on time zones that are very appropriate, or our customers and our partners again, all around the world, in different Geos, we're bringing in our geo MVS where they are now having geo lounges, um, specific addresses and other things locally that really enables us to have that local experience. But derive it is making it part of a global event. I think another thing, Dave and you've been Teoh Discover. But you've seen that amazing Discover Expo Hall that we have out there with, you know, literally thousands of people and lots of demos. We had to figure out How do we bring that to a a ah, digital or a virtual experience? And I think the teams have done just an amazing job here. So what we did is we have 61 demos, and this is part of really 150 sessions. But if you just think of demos, we're going to deliver these live over 1717 100 times the first week. That's really, really powerful. This is >>live, meaning >>somebody from HP, a subject matter expert, talking to our customers, answering questions in real time. So that's unique. I think another thing that we're doing is we're not stopping after the first week. The first week is going to be extremely powerful and we can't wait for it. And but, you know, we're gonna extend, if you will, the value we're gonna double click and follow on Wave focused on SMB. Focus on software and containers for more of a developer, audience, Cloud services and other things like that, as well as data and storage. And then finally, I'll say, You know, we're really excited about the great speakers that we have Marissa >>talks >>about. You know, Antonio Qwerty, Irv etcetera. But we've got some great outside speakers as well. Lewis Hamilton from Mercedes Formula 16 time Formula One champion Simone Biles, uh, who's Olympian and world champion, 25 medals. We've got Steve Kerr and they're going to be part of a panel talking about performing under pressure, and we're all doing that. But it's gonna be again a great story we've got, um, John Chambers is going to be joining Antonio and talking about what great companies do during a crisis and how they prepare to come out of this kind of a situation to deliver better solutions to their customers. Soledad O Brien, who is moderating, are women leaders in I t session, and this is one of our most powerful sessions. In fact, Marissa is part of that as well. So we're really excited about this, the amount of things that we were able to bring together. And of course, we also have our CEO Summit and our Global Partner Summit happening at the same time. So we've got a lot of things that we've been able to coordinate all of this and really think about the experience from a digital in a virtual expect perspective to make it great for our customers and our partners and our attendees. A >>lot of rich content layers. Yeah. So what if you could talk about that here here to help Sort of the cultural aspects of that. What it means to your customers, your clients, your employees and your just broader community. >>Well, you know, Dave one when covert first hit the United States, we We had a lot of social media out there, a lot of digital media out there. And even before it came to the United States, when Italy and China were really suffering, we gathered as a team and audited every piece of content that we had pulled all back in. I met daily Jim and I and Jennifer temples. Teams met daily to talk about what is our tone of voice? What are we saying? How are we helping our customers get through? This time we knew how difficult it was for us with business continuity, remote workforce, we needed to help our customers and let them know that we were at the ready right now to help. So we chose to speak through the voices of our leaders. Antonio did several blocks and videos, and we rallied and redid the website completely to be all about over response and how we had many solutions for our cost. Most implement immediately from $2 billion financing Teoh setting up remote workforces, too, doing WiFi in parking lots and turning ships into hospitals. It ran the gamut, Um, and so it was really important to us that we conveyed a message of here to help. Ultimately, we ended up doing a television commercial. Antonio's voice. It was a personal letter from Antonio to his fellows, business leaders and engineers and said, Look, we know what you're going through. We're going through it ourselves. We're here to help. Here's how and it's been really motivating and successful and joy and driving people to find out more about what HP could do to help. So >>I would just add >>to what >>Murtha said. She outlined it really well. But we have some great customer examples and great customer stories as well. They're very emotional talking about how customers really needed our help and our combination of technology. People really came together to enable them to get their businesses up and running, or to address a pain point or problem for their audiences. The first point you know, there's the concept of here to help with the recovery and then here to help with the transformation as well as they look to the future. >>So how are you guys thinking about just sort of growth marketing strategies, branding strategies not only for HP but in the spirit of helping customers in this post isolation economy. Merson. Maybe you could start start us off. >>Well, we we've been talking about how this crisis has brought the future forward, nor our doorsteps. So where our customers may have been on a digital transformation path and they were accelerating it. Now there's there's an impetus to do it right now. So whether you're in recovery, um, or whether you're one of the customers for whom this crisis created a surge of demand and you needed to scale way up, these are the moments of transformation that our company is. Is there to help you with Jim? Do you want to build on that? >>Now? I think you hit the highlights there, Marissa, you know, again for us, I think we wanted to just be authentic and true to who we are as a company. And, you know, our purpose is to advance the way people live and work. And I think we live that during this time and will continue to live that as we go forward. It it's really core to who we are. And what we saw is that many of our customers really valued the fact that when they needed us the most, we were there for them and we were there for them all around the world. And, um, you know, and our goal is to continue to do that and continue to delight them and to be the best transformation partner for the future. >>I mean, culturally, we obviously re observe all this stuff, but culturally, you kind of be kind of had a heads down approach to all of this. I mean, there was there was not a hint of ambulance chasing in what you got. How you guys approach this. So I mean, I think I think culturally that here to help message it seemed like a very strong roots in citizenship. Um, you know, And then, of course, with social uprising, respect for individuals that seemed to shine through. I don't know. I know versus deliberate or that's just again cultural. Maybe >>it's it's all of the above. You can't change who you are and we need at Hewlett Packard Enterprise are people who care about other people our purpose. As Jim said, Our purpose is to advance the way people live in or every one of us every day gets up and goes to work or goes to work at home at HP to do just that. That is who we are. And so it would be an authentic for I think, true to this crisis in any other way. >>I think I wanna make an observation and see if you guys to respond. So we always talk about technology disruptions. Mercy you mentioned about, you know, the future was put forward. I'm sure you've seen the wrecking ball. You know, the folks in the building, the executives very complacent. A digital transformation not in my day. And in the 19 wrecking bald covert 19 survey, you probably saw that Who's who's leading your digital transformation CEO CTO or Covert 19. But it's really now. I mean, if you're not digital, you're not doing business. So but my observation is that it seems like despite all this technology that global disruptions are going to probably have a bigger impact in this coming decade, whether it's pandemics of social upheaval, of natural disasters, etcetera. But technology can play a huge role in supporting us through those things. Jim, I wonder if you have any thoughts on that comment. >>I mean, I think it's it's a great question, you know, if you think about it, What what happened with the macro economy Cove? It It's been a catalyst for, I think, everybody to understand that they needed to really accelerate their digital transformation. And, more importantly, they need a partner who can help them on that journey as well. I mean, if you just look at what we're talking about here >>with >>this event, right, most of h p e. And, um, you know, our >>competitors to >>cancel their virtual events >>are canceled their physical >>events rather, and they're moving now to a digital event in any way. This is going to be the new normal for us, right? So I think as we go >>forward, we're gonna >>see this only continue to accelerate. And for us, you know, our edge to cloud platform as a service strategy plays really well to helping customers accelerate that digital transformation. And, you know, it just kind of comes back to what Marissa said. You know, here to help is very very HP in terms of it's authentic and it's here. We want to be here to help our customers in their biggest hour of need. And we're doing everything we can and will continue to do that for the future as well. >>Versus, you know, having done many, many discovers we've noticed over the last several years you guys made a much bigger emphasis on the sort of post discover which a lot of organizations don't have a big physical event, and it's sort of on to the next thing. And how do you see the post from a branding standpoint? Messaging, etcetera. How do you see taking advantage of that from a virtual standpoint? And what have you learned? >>Well, we've been on our own digital transformation journey, and, you know, through Jim's leadership, we have built a pretty serious digital engine, which allows us to have a personal relationship with the customer, meet them where they are on their terms. For example, with this platform, it's even using your now because we we actually will know what content would see what sessions, what demos someone interested in. Maybe they put it, you know, on their schedule, and then didn't get to do it. So we'll go back to them later and say, Hey, we saw that you wanted to do this. It's still here. Why don't you come and have a look and then watch to that We do sort of the Netflix engine, the been newsworthy playlist of If you like that, you like this. And if you like this, you like that and we bring them through the breadcrumbs all the way through. And it's a self directed journey, but we're there to help. And that is really the true power of digital is to have that interaction, that conversation with the customer and where they want to be and with what they want to learn and read about. We'll see. >>Yeah, And everything, of course, is instrumented gym. We'll give you the last word and you were involved, as was Marissa in sort of the new HP. The new branding and the whole purpose of that was really to get Hewlett Packard enterprise focus and really back to sort of the roots of innovation. And I wonder if you could comment on from a strategy standpoint, innovation and from a competitive standpoint, you know where you're at over the last several years, we've obviously transformed as a company and where you see your competitive posture going forward. >>Yeah, you know, for us, um, we're so excited about this event because this is a great opportunity for us to showcase progress against our edge to cloud platform as a service strategy, and we roll this out last year. It's differentiated. It's unique in the marketplace. It demonstrates the transformation happening across as a service and software at Hewlett Packard Enterprise. So we are a company in transition, aligned to what we feel, our companies, our customers, biggest pain points. And when you look at some of the acquisitions that we've made some of the organic investments that we've done, we're just very well positioned to deliver against, you know, some very unique pain points that our customers have. Plus, I think another thing is, at the end of the day, really, what our customers are saying is, help me take all this data and translate that data into insight and that insight into action. You're going to hear us talk about the age of insight and how we're really again unifying across edge the cloud to deliver that for our customers. Stone. We're excited for this event because you're going to hear a significant industry revealed, focused around cloud services around software and really a lot of the things that we've been talking about. And we're going to show a lot of progress as we continue on that journey. And then, you know, Murtha mentioned digital. I'm really excited about digital because that enables us to understand and learn and help our customers and deliver a better experience for them. And then finally, you know, huge opportunity for us. Two. Take this message out globally, you know? Ah, great opportunity for people all around the world who maybe haven't heard from HP for a while to see our message, to feel the new energy to see who we are to see. Uh, you know that we're doing some very interesting things that we can help them. So we're excited. There's a lot of energy right now inside the company, and, uh, we're ready to kick it off and get rolling here. >>Well, it's quite amazing. I mean, we started off 2020 with the gut punch, but the reality is, is that 20 twenties? A lot different than 20 pens. If it weren't for technology and companies like HP here to help center, you know, we would not be in such such good shape and good in quotes. But think about it. The technology is really helping his power through this. So Jim Morrison, Thanks so much for coming on the Cube. Thank you, HB. Everything you're doing for customers in the community. Really? Thank >>you for having us. Thank you for having me. Good to see you. >>Great to see you guys to and keep it right there. Everybody, this is Dave Volante for the Cube. Our continuous coverage of hpe discover virtual experience in 2020. We're right back right after this short break. >>Yeah, yeah, yeah, yeah.
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Virtual experience Brought to you by HP Guys, Great to see you Wish we were face to face. Hope that you and your family and your friends are safe and well, And some of the things you knew you couldn't. and we can you know, there's a lot of things people can do, but you have three days of content, and then people move on for boards, you know, How did you think about continuing that branding I appreciate that you love the the beautiful graphics, But So what do you What do you tell people that is really unique you know, literally thousands of people and lots of demos. And but, you know, we're gonna extend, if you will, the value we're gonna double click And of course, we also have our CEO Summit and So what if you could talk about that here here to help Well, you know, Dave one when covert first hit the United States, The first point you know, there's the concept of here to help So how are you guys thinking about just sort of growth marketing strategies, Is there to help you with I think you hit the highlights there, Marissa, you know, again for us, I mean, culturally, we obviously re observe all this stuff, but culturally, you kind of be kind of had You can't change who you are and I think I wanna make an observation and see if you guys to respond. I mean, I think it's it's a great question, you know, if you think about it, What what happened you know, our So I think as we go And for us, you know, our edge to cloud platform And how do you see the post from a branding standpoint? and say, Hey, we saw that you wanted to do this. And I wonder if you could comment on from And then finally, you know, and companies like HP here to help center, you know, we would not be in Thank you for having me. Great to see you guys to and keep it right there. Yeah, yeah, yeah,
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Day 2 Kick off | Pure Accelerate 2019
>> Announcer: From Austin, Texas it's The Cube covering Pure Storage Accelerate 2019, brought to you by Pure Storage. >> Good morning. From Austin, Texas, Lisa Martin with Dave Vellante at Pure Accelerate 2019. This is our second day. We just came from a very cool, interesting, keynote, Dave whenever there's astronauts my inner NASA geek from the early 2000s. She just comes right back up Leland Melvin was on >> Amazing, right? >> With a phenomenal story. Talking about technology and the feeling of innovation but also a great story of inspiration from a steam perspective science, technology, engineering, arts, math, I loved that and, >> Dave: And fun >> Very fun. But also... >> One of the better talks I've ever seen >> It really was. It had so many elements that I think you didn't have to be a NASA fan or a NASA geek or a space geek to appreciate the all of the lessons that Leland Melvin learned along the way that he really is inspiring, everybody the audience to take note of. It was I thought it was... >> And incredibly accomplished, right? I mean scientist, MIT engineer, played in the NFL, went to space, he had some really fun stuff when they were, you know, messing around with with gravity. >> Lisa: Yes. >> I never knew you could do that. He had like this water. >> Lisa: Water, yeah. >> Bubble. >> I'd never seen that before and they were throwing M&M's inside (laughter) and he, you know consumed it choked on it, which is pretty funny. >> Yeah, well it was near and dear to me. I worked with NASA my first job out of grad school. >> Dave: Really? >> I did, and managed biological pilots that flew on the space shuttle and the mission that the he talked about that didn't land, Colombia. That was the mission that I worked on. So when he talked about that countdown clock going positive. I was there on the runway with that. So for me, it just struck a chord of, >> Dave: so this is of course the 50th anniversary of the moonwalk. And you know I have this thing about watches, kind of like what you have with shoes (chuckles) >> Lisa: Hey, handbags. >> Is that not true? Oh, It's handbags for you? (laughing) >> Dave: I know this really that was a terrible thing for me to say. >> That's okay. >> Dave: You have great shoes so I just I just assumed that not good to make assumptions. So I bought a moon watch this year which was the watch that Neil Armstrong used to not the exact one but similar one, right? >> Lisa: Yeah. And it actually has an acrylic face because they're afraid if it cracked in space you'd have glass all over the place. [Lisa] Right. So that's a little nostalgia there. >> Well one of the main things too as you look at the mission that President John F. Kennedy established in the 60's for getting a man in space in that 10-year period. That being accomplished and kind of a parallel with what Pure Storage has done in its first 10 years of tremendous innovation. This keynote again Day 2, standing room only at least about 3000 people or so here. Storage as James Governor said, your friend and also who keynoted after Leland this morning you know, (mumbles) Software's eating the world storage is eating the world we have to have secure locations to store all this data so that we can extract maximum value from it. So nice parallel between the space program and Pure Storage. >> James is really good, isn't he? I mean he had to follow Leland and I mean again one of the better talks I've ever heard, but James is very strong, he's funny, he's witty he's he cuts to the chase. >> Lisa: Yes. >> He always tells it like it is. He's a very Monkchips is very focused on developers and they do a really good job there, one of the things he talked about was S3 and how Amazon uses this working backwards methodology which maybe a lot of people don't know about but what they do is they write and rewrite and rewrite and vet and rewrite the press release before they announce the product and even before they develop the products they write the press release and then they work backwards from there. So this is the outcome that we are trying to achieve, and it's very disciplined process that they use and as he said they may revise it hundreds and hundreds of times and he put up Andy Jassy's quote from 2004, around S3. That actually surprised me. 2000...Maybe I read it wrong. >> Lisa: No, it was 2004. >> Because S3 came out after EC2 which was 2006 so I don't know. Maybe I'm getting my dates wrong or I think James actually got his dates wrong but who knows, maybe you know what? Maybe he got a copy of that from the internal working document, working backwards doc that could be what it was but again the point being they envisioned this simple storage that developers didn't have to think about >> Lisa: Right. >> That was virtually unlimited in capacity, highly available and you know, dirt cheap which is what people want and so he talked about that and then he gave a little history of the Dell technology families and I tweeted out this in a funny little you know basically pivotal VM ware EMC and Dell and their history Dell was basically IPO 1984 and then today. There was a few things in between I know but he's got a great perspective on things and I think it resonated with the audience then he talked a lot about Kubernetes jokingly tongue-in-cheek how Kubernetes everybody thought was going to kill VMware but his big takeaway was look you got all these skills of (mumbles) Skills, core database skills, I would even add to that you know understanding how storage works and I always joke if your career is based on managing lawns you might want to rethink your career. But his point was which I liked was look all those skills you've learned are valuable but you now have to step up your game and learn new skills. You have to build on top of those skills so the history you have and the knowledge that you've built up is very valuable but it's not going to propel you to the next decade and so I thought that was a good takeaway and it was an excellent talk. >> So looking back at the conversations yesterday the press releases that came out the advancements of what Pure is doing, with AWS, with Nvidia, with the AI data-hub for example, delivering more of their portfolio as a service to allow businesses whether it's a law-firm like we talked to yesterday utility or Mercedes AMG Petronas Motor-sport, to be able to access data securely, incredibly quickly, recover it restore it absolutely critical and really can be game-changing depending on the type of organization. I want to get your perspectives on some of the things you heard anecdotally yesterday after we wrapped in terms of the atmosphere, the vibe, the thoughts on Pure's next 10 years. >> Yeah, so several things, just some commentary so it's always good at night you go around you get a lot of data we sometimes call it metadata. I think one of the more interesting announcements to me was the block-storage on AWS. I don't necessarily think that this is going to be a huge product near term for Pure in terms of meaningful revenue, but I think it's interesting that they're embracing the trend of the Cloud and are actually architecting Cloud solutions using Amazon services and blending in their own super gluing their own, I mean it's not really superglue but blending in their own software for their customers to extend. Now, you know some of the nuances I don't think they are going to have they have better right performance I think they'll have better read performance clearly they have better availability I think it's going to be a little bit more expensive. All these things are TBD that's just my take based on looking at what I've seen and talking to some people but to me the important thing is that Pure's embracing that Cloud model. Historically, companies that are trying to defend an existing business, they retreat. You know, they denigrate they don't embrace. We know that Pure's going to make more money on pram than it does in the Cloud. At least I think. And so it's to their advantage for companies to stay on-prem but at the same time they understand that trend is your friend and they're embracing that so that was kind of one thing. The second thing I learned is Charlie Giancarlo spent a lot of time with them last night as did you. He's a bit of a policy wonk in very certain narrow areas. He shared with me some of the policy work that he's done around IP protection and not necessarily though on the side that you would think. You would think that okay IP protection that's a good thing but a lot of the laws that were trying to be promoted for IP protection were there to help big companies essentially crush small companies so he fought against that. He shared with me some things around net neutrality. You would think you know you think you know which side of net neutrality he'd be on not necessarily so he had some really interesting perspectives on that. We also talked to and I won't share the name of the company but a very large financial institution that's that's betting a lot on Pure was very interesting to me. This is one of the brand names everybody would know it if you heard it. And their head of storage infrastructure was here, at the show. Now I know this individual and this person doesn't go to a lot of shows >> Maybe a couple a year. >> This person chose to come to this show because they're making an investment in Pure. In a fairly big way and they spent a lot of time with Pure management, expressing their desires as part of an executive form that Pure holds they didn't really market that a lot they didn't really tell us too much about it because it was a little private thing but I happen to know this individual and and I learned several things. They like Pure a lot, they use it for a lot of their workloads, but they have a lot of other storage, they can't necessarily get rid of that other storage for a lot of reasons. Inertia, technical debt, good tickets at the baseball game, all kinds of politics going on there. I also asked specifically about some hybrid companies products where the the cost structure's a little bit better so this gets me to flash array C and we talked to Charlie Giancarlo about this about his flash prices come down and it and opens up new markets. I got some other data yesterday and today that you know that flash array C is not going to be quite priced we don't think as well as hybrid arrays closing the gap it's between one and one and a quarter, one and a half dollars per gigabyte whereas hybrid arrays you are seeing half that, 70 cents a gigabyte. Sometimes as low as 60 cents a gigabyte. Sometimes higher, sometimes high as a dollar but the average around 65-70 cents a gigabyte so there's still a gap there. Flash prices have to come down further. Another thing I learned I'm going to just keep going. >> Lisa: Go ahead! >> The other thing I learned is that China is really building a lot of fab capacity in NAND to try to take out the thumb-drive market-place so they are going to go after the low-end. So companies like Samsung and Toshiba, Toshiba just renamed the company, I can't remember the name of the company but Micron and the NAND flash NAND manufacturers are going to have to now go use their capacity and go after the enterprise because China fab is going to crush the low-end and bomb the low-end pricing. Somebody else told me about a third of flash consumption is in China now. So interesting things going on there. So near term, flash array C is not going to just crush spinning disk and hybrid, it's going to get closer and it's going to slowly eat away at that as NAND prices come down it really could more rapidly eat away at that. So I just learned some other stuff too but I'll take a breath. (laughter) >> So one of the things I think we are resounding with it we heard not just yesterday on the program day but even last night at the executive event we were at is that from this large financial services company that you mentioned, Pure storage is a strategic partner to many organizations from small to large that is incredibly valued to your point the Shuttleman only goes to maybe a couple of events a year and this is one of them? >> Dave: Right. >> This is a company that in its first 10 years has embraced competition head on and I loved how you talked about yesterday 10 years ago they just drove a truck through EMC's market and sort of ripping and replacing. They're bold but they're also doing it in a way that's very methodical. They're working on bringing you know changing companies' perspectives of even backup data as becoming an asset to put it on flash. Because if you can't rapidly restore that, if there's an outage whether it is an attack or it's unintentional human related, that data can't be recovered quickly, you're in a big big problem. And so them as a strategic component of this isn't in any industry I think it was a very resounding sentiment that I heard and felt yesterday. >> Yeah, this ties into tam expansion of what we talked to Charlie Giancarlo about new workloads with AI as an example flash or AC lowering prices will open up those some of those new workloads data protection backup is clearly an opportunity and I think it's interesting, you're seeing a lot of companies now announce a lot of vendors announce flash based recovery systems I'll call them recovery systems because I don't even consider them backup anymore it's not about backup, it's about recovery. Oracle was actually one of the first to use that kind of concept with the zero data loss recovery appliance they call it recovery. So it's all about fast and near instantaneous recovery. Why is that important? It's because it's companies move toward a digital transformation and what does that mean? And what is a digital business? Digital business is all about how you use data and leveraging data in new ways to create new value to monetise or cut cost. And so being able to have access to that data and recover from any inaccess to that data in a split-second is crucial. So Pure can participate in that, now Pure's not alone You know, it's no coincidence that Veritas and Veeam and Cohesity and Rubrik they work with Pure, they work with HPE. They work with a lot of the big players and so but so Pure has to you know, has some work to do to win its fair share. Staying on backup for a moment, you know it's interesting to see, behind us, Veritas and Veeam have the biggest sort of presence here. Rubrik has a presence here. I'm sure Cohesity is here maybe someway, somehow but I haven't seen them >> I haven't either. >> Maybe they're not here. I'll have to check that up, but you know Veeam is actually doing very well particularly with lower ASPs we know that about Veeam. They've always come at it from the mid-market and SMB. Whereas Cohesity and Rubrik and Veritas traditionally are coming at it from a higher-end. Certainly Cohesity and Rubrik on higher ASPs. Veeam's doing very well with Pure. They're also doing very well with HPE which is interesting. Cohesity announced a deal with HPE recently I don't know, about six months ago somebody thought "Oh maybe Veeaam's on the outs." No, Veeam's doing very well with HPE. It's different parts of the organization. One works with the server group, one works with the storage group and both companies are actually doing quite well I actually think Veeam is ahead of the curve 'cause they've been working with HPE for quite some time and they're doing very well in the Pure base. By partnering with companies, Pure is able to enter that market much in the same way that NetApp did in the early days. They have a very tight relationship for example with Commvault. So, the other thing I was talking to Keith Townsend last night totally not secretor but he's talking about Outpost and how Amazon is going to be challenged to service Outpost Outpost is the on-prem Amazon stack, that VMware and Amazon announced that they're co-marketing. So who is going to service outpost? It's not going to be Amazon, that's not their game in professional service. It's going to have to be the ecosystem, the large SIs or the Vars the partners, VMware partners 'cause that's not Vmwares play either. So Keith Townsend's premise, I'd love to have him on The Cube to talk about this, is they're going to have trouble scaling Outpost because of that service issue. Believe it or not when we come to these conferences, we talk about other things than just, Pure. There's a lot of stuff going on. New Relic is happening this week. Oracle open world is going on this week. John Furrier just got back from AWS Bahrain, and of course we're here at Pure Accelerate. >> We are and this is our second day of two days of coverage. We've got Coz on next who I think has never been on The Cube. >> Dave: Not to my knowledge. >> We've got Kix on later. A great lineup, more customers Rob Lee is going to be on. So we're going to be digging more into Pure's Cloud strategy, the next ten years, how they're going to accelerate that and pack it into the next couple of years. >> I'll tell you one of the things I want to do, Lisa. I'll just call it out. An individual from Dell EMC wrote a blog ahead of Pure Accelerate I think it was last week, about four or five days ago and this individual called out like one, two, three, four.... five things that we should ask Pure so we should ask them, we should ask Coz we should ask Kix. There was criticism, of course they're biased. These guys they always fight. >> Lisa: Naturally. >> They have these internecine wars. >> Lisa: Yep. >> Sometimes I like to call them... no I won't say it. So scale out, question mark there we want to ask Coz about that and Kix. Pure uses proprietary flash modules. They do that because it allows them to do things that you can't do with off-the-shelf flash. I want to ask and challenge them that. I want to ask about their philosophy on tiering. They don't really believe in tiering, why not? I want to understand that better. They've made some acquisitions, Compuverde is one acquisition, it's a file system. What does that mean for flash play? >> Now we didn't hear anything about that yesterday, so that's a good point that we should dig into that. >> Yeah, so we'll bring that up. And then the Evergreen competitors hate Evergreen because Pure was first with it they caught everybody off guard. I said it yesterday, competitors hate Evergreen because competitors live off of maintenance and if you're not on their maintenance they just keep jacking up the maintenance prices and if you don't move to the new system, maintenance just keeps getting more and more and more and more expensive and so they force you, you're locked in. Force you to move. Pure introduced this different model. You pay for the CapEx up front and then, you know, after three years you get a controller swap. You know, so... >> To your point competitors hate it, customers love it. We heard a lot about that yesterday, we've got a couple more customers on our packed program today, Dave so let's get right to it! >> Great. >> Let's wrap up so we can get Coz on stage. >> Dave: Alright, awesome. >> Alright, for Dave Vellante. I'm Lisa Martin, you're watching The Cube from Pure Accelerate 2019, day two. Stick around 'Coz' John Colgrove, CTO, founder of Pure, will be on next. (upbeat music)
SUMMARY :
brought to you by Pure Storage. my inner NASA geek from the early 2000s. Talking about technology and the feeling of innovation But also... is inspiring, everybody the audience to take note of. played in the NFL, went to space, I never knew you could do that. and he, you know consumed it choked on it, I worked with NASA my first job out of grad school. that flew on the space shuttle and kind of like what you have with shoes Dave: I know this really that was a Dave: You have great shoes so I just I just assumed that So that's a little nostalgia there. Well one of the main things too as you look I mean he had to follow Leland and I mean again one of the things he talked about was S3 and how Amazon Maybe he got a copy of that from the internal so the history you have and the knowledge that you've So looking back at the conversations yesterday I don't necessarily think that this is going to be array C is not going to be quite priced market-place so they are going to go after the low-end. as becoming an asset to put it on flash. but so Pure has to and how Amazon is going to be challenged to service Outpost We are and this is our second day and pack it into the next couple of years. I think it was last week, about four or five days ago They do that because it allows them to do things so that's a good point that we should dig into that. and if you don't move to the new system, so let's get right to it! CTO, founder of Pure, will be on next.
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Day 1 Wrap Up | Pure Accelerate 2019
>> from Austin, Texas. It's Theo Cube, covering pure storage. Accelerate 2019. Brought to you by pure storage. >> Welcome back to the Cube. The leader in live tech coverage. Lisa Martin and David Lantz wrapping up day one of our coverage of pure accelerate. 2019. Howdy. How do y'all Hey, I >> think I started a trend. >> I think you did. So, Dave, this has been a dice shot out of a cannon. I think, as only you know, pure does. Well, we had lots of conversations. Lots of news this morning, Which was nice to hear. As pure welcomes their 10th anniversary in a couple of weeks. We talked with customers. We talked in many different industries partners, Puritans. Lots of innovation has occurred in their 1st 10 years. Charlie got up on stage this morning. Then he came to the Cube and talked about this modern data experience and the 10 X improvements and many things that they're gonna deliver. Not in the next 10 years. In the next few years. >> Yes. So we're seeing a story of growth here. It's a theme. If you look read yours press releases, they start The first line is the only storage company that's growing, which is true, at least the storage company of size of a billion dollar plus storage company and talking a lot about modern storage. To me, it's a story of entering new markets their second decade tam expansion into new ai ai workloads. Certainly the cloud trying to make the cloud of a tailwind. We have just heard from Carrie Stanton of'em Data protection is an area. You know, years ago, Uh, I remember talking to executive at Netapp Tom George and saying, Hey, we're gonna buy ah, storage backup cos you know, we're gonna preserve our partnerships with whomever con vault and Veritas in vino, whoever they're working with time and you see pure taking a similar strategy E M. C at the time did something different. They vertically integrated. They they bought a company called Llegado. They integrated into compete. And of course, now they're that sort of their stack. And so, if you were small enough now still close to $2 billion at the at the end of this fiscal year that they don't have to necessarily vertically integrate, we'll see 10 Next 10. That's the third decade, what happens there and in the customer input you're seeing. Customers are continuing to invest in pure. They're very happy. What you've seen, Lisa is customers look at pure is shifting. And I said this on the Cube earlier shifting labor in tow. Pure czar and D. Now the hyper scale is like Amazon. They'll spend time of engineering time to save money. I t practitioners of the enterprise. They'll spend money to save time and so they will happily spend money on on products if they can lower the IittIe labor costs. So totally different mindsets and you're you're seeing that's taking hold and pure really has done a great job of that. Now, as I said in my my breaking analysis, you know, a couple weeks ago, analyzing the vendors pure, clearly growing. But these things go in cycles, right? There's hard compares. You're going to see. I guarantee you're going to see these other companies, you know, chewing their models. They're big, pure talks about 10 X. The reality is, you know, Delhi emcees 10 x the size of pure right, so they throw a farm or cash on. So if you're a big whale with a big install base, that's what you do, You mind it If you're pure and you're smaller, you're 1.51 point seven billion. You go hunting. And that's the dynamic worse we're seeing. I don't see that changing dramatically for quite some time until the economy shifts and in the mindset shifts and when. Then we'll see how pure adjusts its business model from, perhaps growth to more profitability. >> And speaking of growth, they're just coming off a very successful second quarter where they announced last month in August, 28% year on year, both adding about seven that new customers a day. A lot of that attributed to innovation and the channel. They did a good job in the last 18 months or so of pivoting. They're smaller medium customer business to the channel, allowing peer to focus on much more enterprise focus. And they actually I think, even in queue to close 50% more multi $1,000,000 deals this last quarter >> and well, and while those seem like great numbers, they actually the stock got hit after the quarter. Why? Because they lowered guidance. Why, Because of this NAND pricing confusion, Nan pricing drops so fast in the quarter faster. They expected it sort of hurt revenues a little bit. They expect that that softness that continue. So they've been conservative going for it. You know, who knows of this smart to be conservative cause I wouldn't say that they're sandbagging. I say they're being conservative, you know, makes a bigger question. You know, it's storage kind of a crappy business, and we'll see. I say, that is, if you're gonna win in storage right these days, you have to gain share. Pure is gaining share della. 0% growth appears to be gaining share 0% growth. It's not a great market. So what's happening, we don't really know is cloud siphoning off demand for the traditional on Prem surgeon Could be. Can these companies make cloud a tailwind or is cloud a zero sum game? I tend to think long term, the Maur cloud, the worse it is for on Prem. So that's why everybody's scrambling for this multi cloud strategy, which is very, very early days. Multi cloud today is largely a a symptom of multi vendor versus you know, a coherent user strategy with right we're management's. Now the Big Five are trying to change that pure is playing its role. Companies like Veum and others are playing their role, so we'll see how that plays out. I do think there's a clear opportunity and multi cloud, but, um, it you know, it's unclear how large that is or whether it's just going to be a series of horses for courses. In other words, the right strategic fit for the right workload. >> So your thoughts on the evolution of their AWS partnership really looking at what they're now doing with eight of us as this bridge toe hybrid cloud customers of choice on from hosted, you know, as a service public cloud your take on this forcing function of bringing pure and AWS together of the customer base. >> Yeah, I think it's actually pretty clever. Move by pure take their engineering. It's okay. We're gonna settle, do all the heavy lifting set up AWS with e c two priority E. C. Two instances networking we're gonna mirror. We're gonna the architect of the basically block storage inside of eight of its front ending s three, which is the cheap object store? Pretty innovative. What it does is it gives customers an option for hire availability block storage that looks like pure but runs on AWS in the cloud. Very clever. And so all the advantages of OPEC's versus cap ex. You know the cloud experience, but it's the pure management experience. Eso very clever. Give pure customers who were happy. An option is there. I'm sure they're hearing from the customers. Hey, we want to go to the cloud where we heard it from the the eight of us Speaker today. Gardner Data. 88% of customers have a cloud first strategy, but 86 continue to spend on print. Right? Okay. So smart by pure to do that, I don't know how big a business that's gonna be, but it's a nice hedge. In case that really, that trend takes off >> and your thoughts on one of the other announcements today. Another first rip your We've talked about that the number of times they have there been first in a lot of things in the last 10 years transitioning offering most of their portfolio as a service and your perspective against the other competitors that you mentioned. How do you see that? >> Yeah, you know, the first your lips, they're bigger than the small companies that people have never heard of, like Zadar, a storage who actually were probably one of the first. But but they're the first again $1,000,000,000 plus company to do this. That's what customers want Customers want. The cloud experience in a big part of that cloud experience is a pricing model in the utility model. That's cloud like when AWS announced outposts, it was a clear sign that the industry had had to respond. I'm not saying this is a response to Outpost, but it's clearly a response to the cloud model so paid by the drink. You know, Op X versus cap packs of being able to have that cloud pricing model and experience across the portfolio is goodness. >> So Charlie, their CEO, talked about this morning, this modern data experience going into the next decade, it's gonna be three. Us is simple, seamless, sustainable. We all want that. I think for anything in life, your take on that from marketing to reality >> I see is anything but simple. Let's be honest. It's seamless is probably the most overused word in a >> knot. I think in future proof >> it's the chance to say that and sustainable >> eh? Well >> sustained from the standpoint, what I love about the model is way. Heard this in the customer today. Well, you know, the five year TCO was kind of a wash, but then beyond five years, it was a no brainer because we're now in that subscription model. So I guess that's that's the sort of sustainability you think its sustainability in different ways. You know, green, I t >> right >> again. I t is not really green. So, you know, good marketing. >> Well, we heard from I think we had three or four customers on today with four to legal firms, one in New Zealand, one in the States we heard from a utility company out of Tulsa, Oklahoma, and then Mercedes AMG, Petunias Motor Sport. Formula One free, very different industries, similar stories in terms of the management simplicity of pure the evergreen model of being able to swap out and take advantage of those innovations and the things that Piers is doing the r and d on from a cost perspective. But I think those were three kind of common business and I t benefits that I heard articulated by three very different industries of very different sizes. >> I mean, I think it's important. Remember, you get a really effusive commentary from the pure customers, and I'm not trying to B B negative on that. They're very, very clear that companies like pure Nutanix cohesive the rubric wien. They have great customer experiences, and they're different than what companies air used to buying very often. Having said that, when we get these, when we get into these, you know, benefit, cost benefit discussions Typically you're you're you're comparing a modern, you know, circa 2019 platform with something that's, you know, five years old, so you better have a significantly better metrics again. Having said that, you're seeing a different experience, and that's clearly coming through in the customers that you talk to with pure. They started with a clean sheet of paper, didn't have a lot of technical debt, not a lot of baggage, that alone some really smart people that, you know, in Silicon Valley, you know, inundated with all this cloud stuff, and then they brought it forth very hard to build a billion dollar storage company. Pure was the 1st 1 since Netapp. So >> that was a couple of guys going >> to do it compelling couldn't do it. Equal logic couldn't do it after you've never heard of half of these companies, right? It's been it's been many, many years, decades since you saw a billion dollar storage company. That's how hard it is and to achieve escape velocity and fewer did it, which is quite a feat. And now that now the challenge is their market cap. It's so large that four and 1/2 1,000,000,000 and growing right ostensibly that they may be become acquisition proof. Okay, that's a good thing on the one hand, cause we love independent companies. On the other hand, at some point, the Tam Tam expansion within that little niche gets very difficult. That's why, for example, e M. C. Had to go out and buy a company like Llegado, and it made some actually, you know, some other crappy Apple acquisitions that didn't work out. And then they stumbled into VM, where it was gonna part of a TAM expansion strategy, and they lucked out because they the greatest acquisition in the history of I T. But I guess my point is at some point, a billion dollar company becomes a $2 billion company. Maybe give becomes a $5 billion company, and then it's like, OK, what do we do next? How do and you're seeing that app is in there now. Netapp is a growth challenge, Um, and a Tam expansion challenge. But it's too big to get acquired. There were years for their. For years. There were rumors about Cisco required, kept the stock up. It never happened. So stock buybacks tuck in acquisitions, you know, refresh of the portfolio, squeezing out a little bit of growth, some bad quarters. You know, that's That's the nature of the big company so pure at some point we'll hit that, but I think we're a couple of 1,000,000,000 away. >> They have also done a robust job of building a robust partner ecosystem. We talked to a number of them today, Cisco in video we had on the team. Tomorrow's Blanc is on in terms of this growth that you talked about, How well positioned are they with with the strategic and technology partnerships that they are not only building but evolving quite quickly? Where does that factor into your thoughts about their future in the next decade? >> I think, um, I think the key to that is their architecture. In terms of their AP, I, uh, framework. It makes it easy to integrate. Wait, Um and to the extent that they continue to grow, the customers buy their products, loved their products. The high end p s scores all that stuff, it's easier to have a NPS score when you're a billion dollar company is when you're, you know, $50 billion company. But are you with a big portfolio? But customers, clearly you're has momentum. People want to be with a winner. If yours a winner there. Architectures easy to integrate. Relatively speaking. Thio, You know the legacy vendors and it's clean across the portfolio. And so that's that's why I think the ecosystem continues to grow. I'd like to see more growth, you know, I remember service now when they were a billion dollar company and thinking, Wow, it was about this size, you know? Now you go to service now. I mean, you see the big, uh s eyes. You see a lot of niche players bumping into him or jumping up. I'd like to see that here, and I think it will continue. >> Well, this is certainly ah good chunk larger than last year's accelerate, which was about a year and 1/2 ago. And look where we are, Dave, We're in Austin. This is Dell's backyard. This is a bold company. I was telling you earlier today when I was doing some research for our guests, something that catches my attention as a marketer that many companies cannot d'oh and that is very bold and very direct against their competitors and tell customers this is why you should be buying us. I applaud that as a marketer, and as somebody who gets to interview folks on the Q, because it's hard to do. They have this bullish culture that they've always had, and they have grown in the last 10 years. We're seeing expansion, and we're seeing them not afraid to tackle anybody that their customers are looking at. >> So I want to talk about some of the industry dynamics as well. The I T industry loves a vacuum, and I think in some respects the acquisition of the EMS see by Del created a vacuum and pure is taking advantage of that now. For a while, Gel took its eye off the ball and was storage business was affected, and then they got their act together. And now it's 0% growth. It's it's Yeah, okay, I'd like to see better growth there, but they've been doing a lot of work, and pure is referenced this and some of the pressure. This is Dallas consolidating its portfolio, which is exactly the right thing to do. Deli emcees Portfolio is way too complicated, but you have to be careful. You can't just consolidate overnight because you're alienating your customers. So there's still some of that going on. The linchpin of Del strategy is VM wear. That is the key. That's where the future is for those guys. So when AMC was an independent storage company, it would fight tooth and nail. You know, Jeremy Burton was gonna take out net app, and he didn't do it. You have all these crazy videos and they, you know, they were focused, competitive oriented company that loved its customers and was very customer focused in many respects. I mean, they're still competitive, very competitive, but they're not that independent, pure play anymore. It's now it's netapp and pure, and I feel like net episode distracted, you know, with some of the struggles that pure is really, you know, has an opportunity. You know, I I remember Scott decent years and years and years ago told me when they were nobody said We think we could be the next TMC in storage. And I was like, Really? That's a amazingly bold statement when it appeared that the storage industry was kind of disappearing and everybody was getting acquired and it was becoming this vertically integrated converged infrastructure player with storage and networking and service. And that still may happen. A cloud, everything else, Um, but, you know, if you're has an opportunity to really become the leader in in this business in, you know, has an opportunity become the number one storage company takes some time, Uh, for a while. I question is, it doesn't really make sense to have independent stores, But you still see a lot of innovation. Certainly the backup vendors startups, you know, you see smaller companies, VC money still coming in back to something you said earlier. I t generally, and storage specifically really isn't simple. It's very complicated, and it's very hard. >> Well, Dave, we have had a great first day. I'm excited to work with you tomorrow. We've got cause coming on. Kicks coming on some more customers. Lots of good stuff in store for day two. >> All right, Cool. >> Likewise for David. Dante. I'm Lisa Martin. You're watching the Cube, the leader in live coverage.
SUMMARY :
Brought to you by Welcome back to the Cube. I think, as only you know, pure does. They're big, pure talks about 10 X. The reality is, you know, Delhi emcees 10 x the size of pure A lot of that attributed to innovation and the channel. I say they're being conservative, you know, makes a bigger question. from hosted, you know, as a service public cloud your take on And so all the advantages of OPEC's versus cap ex. that the number of times they have there been first in a lot of things in the last 10 years transitioning Yeah, you know, the first your lips, they're bigger than the small companies that people have never heard the next decade, it's gonna be three. the most overused word in a I think in future proof Well, you know, the five year TCO was kind of a wash, but then beyond five years, So, you know, good marketing. the evergreen model of being able to swap out and take advantage of those innovations you know, benefit, cost benefit discussions Typically you're you're you're comparing a modern, and it made some actually, you know, some other crappy Apple acquisitions that didn't work out. that you talked about, How well positioned are they with with the strategic and technology I mean, you see the big, I was telling you earlier today when I was doing some research for our guests, leader in in this business in, you know, has an opportunity become the number one storage I'm excited to work with you tomorrow. I'm Lisa Martin.
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Nadine Stahlman, Accenture Interactive | Adobe Summit 2019
>> Live from Las Vegas. It's the Cube covering Adobe Summit twenty nineteen brought to you by X Ensure Interactive. >> Hey, welcome back, everyone. Day two of live coverage of the Cube here in Las Vegas for Adobe Summit twenty nineteen. I'm John Career with Jeff Brick, Our next guest needing Stallman, managing director of a Censure Interactive. Welcome to the Cube. Thanks for joining us. >> Thank you for having me. >> You can't miss your booth when you walk in. Got a nice set up there. You guys got a big prominent location to show. Tell us about Ascension Interactive. And what you guys doing the show? >> Oh, yeah. So thanks again for having us is a great a great summit. A great conference. It's one of our big kind of showcases for the year. We've got a couple of different experiences Were demo ing this year. We've got some really cool X are experiences that people are coming by the booth and putting device is on and it really interacting with and having fun with. We've got some interesting topics around Trends in content creation, headless content, train three D, etcetera. So some great topix around kind of Howard disrupting marketing and content with our clients today. >> Contest becomes so important now, Not only is it you have content development creatives. You have all kinds of applications now. Integrating was once kind of a cottage industry of creative doing cool stuff. Now that's kind of table stakes. It's a whole another level of cloud computing meets creative, so it's kind of an interesting growth curve right now, you're seeing a lot of adoption, a lot of the kind of tools from Tech in with the creative talk about that dynamic, because that's kind of the whole show here. It's all about not just marketing Cloud, and it's about creative experiences and now the new cool stuff out there and people try to figure out how to do it. I want that dynamic of creative tech coming together. >> Yeah, it's enemy from Accenture Interactive. That's really kind of where we've built our business around having that as a technology company that's really drawing a lot of specific talent to build out that creative tak kind of talent mindset. It's a different way of kind of operating and working and building those experiences, so we're kind of first and foremost and experience agency S O. We're all about building experiences for our clients, and it's a kind of ah maybe unique patch that we've we've carved out for ourselves. To say you have to consider technology is part of it and data and effectiveness and analytics. But then, actually, how do you build experiences that are really engage our customers and be really innovative? So certainly has its center at interactive. That's our That's our remit. And we're working out some really exciting work with clients in that area >> about the difference between center interactive and century proper. Because we've done a lot of enemies with center you guys, we're different talked about. The difference is that you guys have and what what's your mission? >> So it's enter. Active are first and foremost. We are an experience agencies. So again, those experiences could be everything from your typical kind of website experience. And how do you best in engage consumers at your site to commerce? Teo X are so we've got a Z mentioned it, several different applications of experiences and x r that we're demo ing here, and we're working on with our clients, um, a R V r as well as sale stools. So in the centre interactive, we take it, we take a creator first, like what is the experience. We really need to build, do the right type of research and then bring in the design, talent and the unique kind of optimization, talent and technology talent to be able to ensure that whatever we're building for a client is actually scaleable for more than just kind of that one exciting news case they've got. But how do you ensure that that's really going to be the right platform in experience? They can scale for other parts of the enterprise of the parts of the business, etcetera. We're proud of who we are >> seriously, because you guys are involved in a lot of things. You keep saying x r for extended reality, and I think it's interesting because some people think it's got to be one hundred percent immersive or not. But if you guys air pioneering, this is a lot of places to kind of extend reality. Blend the rial and the C g. I. And it kind of had this mixed combo experience. So where people using that what are some of the interesting opportunities beyond no trying on a dress from the computer with your with your avatar that you guys are working on >> right, So so definitely have our share of kind of cool consumer experiences and, you know, wanting interesting. That's things that's happening in the market is consumers. They're expecting as they start to engage with RVR, even like immersive commerce. And, um, you're online configurations for shopping and it kind of configuring your own products. They're expecting the same level of, like, hi and visualization that they're getting in the programs and media that they're consuming at home. So getting that right is that's That's a challenge for a lot of brands, and it's a challenge. And technologies, they're changing pretty rapidly to support that. So we've got an experience here were demo ing this week, which is is really on kind of that high end past, which is allowing your design your own your own bathroom experience with countertops, and it's so realistic that you can literally you feel like you could touch that. You could appreciate the textures. You can touch the experience. So it's it's really helping to kind of give customers give consumers back control, but they don't have to rely on a contractor and other types of design services. They really have many options. They can see what that looks like in their own space. I can do that from the convenience of my home, etcetera, and that's kind of one end around. And it's still consumer facing and how to brands create more amorous of shopping experience and make that pass to purchase easier, effective, faster like and, you know, close well. The other types of experiences that I think you're really, really powerful and really interesting is it's starting to use x r for training purposes. So we just want to go home. Oh, actually at Mobile World Congress for PR experience that we built to train foster care professionals on go on making incredibly complicated is around what to do with families and children and really trained them. So how do you take a very subjective experience and train people for the different scenarios to make the right judgment calls? And so that's an interesting kind of application of X r. We're also doing X are in the field of service service technician, so working on automotives and ensuring your using hand, our virtual technology to be able Tio I understand, is that the right party should be working on and what are the best practices around around, whether it's a home technician that's going out and trying to install our complex device or working at an automotive so >> so practical use cases. And then there's also the glamorous ones, like Game of Thrones. Talk about you guys. The relationship with game of thrones is a dynamic. Their share want the shows so that the Cube we Go game of thrones fan. So you guys were somewhat involved in that Such share. >> Yeah, so on. And it's very timely. Obviously, with the final season coming out of the fourteenth, and for like, super fans like myself, it's It's been an exciting year for us. So, um, Extension Interactive has done a very deliberate Siri's of acquisitions over the past ten years, and last year we acquired MCA Vision. So Maga Vision was renowned internationally for their CD I and special effects work on DH. No. One of the most exciting words they've received is an Emmy for outstanding visual effects for game of thrones. So So you got a lot of buzz at the time saying, What is extension interactive? What's what's the kind of thought process, their game of thrones, visual effects, and it really was all about this idea of, you know, again, consumers are expecting this level of visual and this level of experience in how they're interacting with you. So, Mac, a vision was a very we needed a way to be more innovative and how we're bringing the right talent and capabilities to building X. Our experiences, product configurations, etcetera and maka vision had unique capability around three visualisation CG I visual effects and really that again, that whole package of kind of art and technology to create these very high end visualization experiences. So So it's been a really exciting here for us. Um, and starting to now take that model and start to bring that Teo marketing teams that were working within the brands e commerce teams and starting to say, How do we create these type of >> bond? That >> it's It's a nice looking the MCA vision sight and and some of the you know, they have some of the cool movie stuff. But I was fascinated by the car stuff, right? They have these beautiful car shots for car commercials, and I'm curious after hearing about, you know, a be testing and you know all the things that you could do with your experience in the dental experience. Interactive are seeing that now with I got forty seven versions of that car commercial because now if I'm doing it with Mac Division, I don't have to shoot forty seven versions. I can manipulate the CG I car in a very different way because I know that you said super high gloss, super high glam. But it's programmable, so you can do stuff with it without having to call the team together and hope for a beautiful day in Carmel to go over the bridge. >> Exactly all those variables. So I mean brands right now, as they're trying to kind of create trying tio react and set up models to support hyper personalization programmatic content in it that is so challenging. It's so challenging because traditional >> means of >> going out and doing the shoot that you're talking about and doing. Even product shots and tons of photography like you have to create so many versions so expensive to be able to support all of your products. All the variations when you put global into the mix and you've got different labels and different languages etcetera. So, again, it's a It's a scale problem today. I think a lot of people think it's a technology problem, but it's actually it's actually that that's a solution. But it's definitely it's a human problem. And so in our practice, we focus on content creation models. And so this is why Macrovision acquisition so essential is we were disrupting the way continents created, whether it's for brands and their their commercial spots or it's their commerce content. Or or there social media content. By using this idea of taking a digital twin of, let's say, the Mercedes or the Mercedes car and being able to take engineering data and visualize a product digitally before it even exists before I mean literally, the prototype is not available. You know this amazing flexibility. Teo certainly configure that in many different ways, digitally. For these shoots, all you need is some some background in Madrid, etcetera, to be able to roll the car through, um, and Tamar and Magic. But you're able, Tio, you're now able Teo, represent that product, get your media created and put it into market to start generating buzz presales, et cetera. I mean, that's that's so powerful. You're getting ahead of product launch. >> How did how are the cost dynamics changing? Because before you said, it's expensive to do is shoot Yes, but now you can do multiple flavors within the computer is just radically different economics, because I'm sure when they come in and say, I want you guys to game of thrones I want that kind of production value like, yeah, that's really the expectancy. Yeah, To do it in software is a completely different kind of approach. >> I mean, I don't know how brands are not going to give it to this model because they cannot possibly they cannot. They're goingto exponential cross to be able Teo, keep pace with again, even just the variation of product, much less starting to now. Personalize that or be ableto dynamically. Render that so. The cost model today is is is exorbitant, and it's just growing. And so this because you're now able to configure things digitally and again used the right tools to be able tio represent different versions of product changed. The backgrounds, change, change, any of the factors that you need to be able to say this is a new piece of content that. I think it's better targeted at this segment. You want to test that out a little bit. I don't want to kind of double down on that and ending for all of that cost to go do this. You gives you a ton of flexibility, especially, and how you're bringing you no talent in wants to shoot it once and then and that enviable to swap. For example, I may change the bracelet on the talent to do five different ads out instead of >> risk management to a swells testing. Knowing what you're looking at, getsem visibility into what success looks like then, kind of figuring it out. One thing I want to ask you is that in the tech business, we've always been fascinated by Moore's law doubling the speed of the processors. That's Intel thing. But if you look at what you guys do with the game of thrones on the high end with CG, I see the C g I and all the cool stuff. The experiences that people have today become the expectations or the expectations become the new experiences. So you've seen an accelerated user experience. Visually, you got gaming, culture, gaming environments. I mean fortnight wasn't around two years ago. Right? Half the world pretty much plays the game or you got game of thrones. So he's now will soon become table stakes, these kinds of experience. So I got to see where you guys are going with that. How does that change how you guys operate because you gotta look at the expectations of the users consumer. That might be the new experience. How to figure out that dynamic is challenging. How do you guys do that? What's the What's the guiding philosophy around that? That trend? >> Yes. So we have, um we're maniacal about ensuring that the experience for designing is really well thought through with the right research in the right input from us. We're on the right contact. So while it may sound like a great idea and it may sound like something you need, like, how do we make sure we're doing the right thing? Right? Diligence, Tio to build the red experience and represent the product in the right way. And then we also a maniacal on the back end of testing and after optimizing that so being very realistic about is it effective is a driving is driving. Whatever the K p I is, even if it's just innovation, is it driving the KP eyes, uh, that you need and then adjusting? Because nothing could be stagnant? He's >> super exciting area. I mean, there's so much opportunity and change going on. Awesome final questions about the relationship with the job You guys are here. Adobes got a whole growth strategy in front, and that looks really strongly gotta cloud technology platform. Now they're integrating data across multiple their modules in their suites. How does that impact you guys? What's your relationship with Adobe? Yes, >> so we are. We are very big partner of Adobe. We've had a accolades throughout the years of being partner of the year. So we have a large practice dedicated Teo helping clients really look at how to implement the stack howto build content and campaign delivery models on top of that. So it's, um, both the technology and an implement implementation focus, but quite frankly, and I think what's unique is a is a process and kind of how do you operational as that focus? Like I said, you know, everyone's talking about atomic comic, the atomic content these days and certainly, I mean the adobe stack. Absolutely. Khun support that And really power personalized dynamic content for you is a brand but operational operational izing. That is a totally different story. So we're really working with the Adobe team closely on with our customers. Tio kind of build the model on top of the stack and say, How do you need to change your organization to really, really get the value out of out of these tools and really deliver the experiences that are going to be differentiated? >> We've heard that all along all week here and other events we go to is that it's not the tech problem. It's these new capabilities being operationalized older cultures as a people process problem. >> Yeah, it seems >> to be the big, big story. >> It's a it's it's. And I would say it's an ongoing challenge for the brands we work within, and they're constantly getting additional. Um, uh, market demands to be able to kind of continue changing their model. Like I said, programmatic particularly and hyper personalization is is really putting that into practice is is >> great practice Navy. Thanks for coming on. Sharing your insights here on the I do appreciate it. Thank you very much >> for having me >> live coverage here in Dopey Summit twenty nineteen in Las Vegas. To keep coverage day to continue. Stay with us for more after this short break.
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It's the Cube covering Welcome to the Cube. And what you guys doing the show? that people are coming by the booth and putting device is on and it really interacting with and a lot of the kind of tools from Tech in with the creative talk about that dynamic, To say you have to consider technology is part of it and data and The difference is that you guys have and what what's your mission? So in the centre interactive, we take it, from the computer with your with your avatar that you guys are working on I can do that from the convenience of my home, etcetera, and that's kind of one end around. So you guys were somewhat involved in that Such share. So So you got a lot of buzz it's It's a nice looking the MCA vision sight and and some of the you know, they have some of the cool movie stuff. So I mean brands right now, as they're trying to kind of create trying tio All the variations when you put global into the mix and you've got different labels and different different economics, because I'm sure when they come in and say, I want you guys to game of thrones I want that kind of production The backgrounds, change, change, any of the factors that you need to be able to So I got to see where you guys are going with that. if it's just innovation, is it driving the KP eyes, uh, that you need and then adjusting? How does that impact you guys? the experiences that are going to be differentiated? We've heard that all along all week here and other events we go to is that it's not the tech problem. market demands to be able to kind of continue changing their model. Thank you very much To keep coverage day to continue.
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Eric Herzog, IBM & Sam Werner, IBM | IBM Think 2019
>> Live from San Francisco, it's theCUBE covering IBM Think 2019. Brought to you by IBM. >> Welcome back, we're here at Moscone North. You're watching theCUBE, the leader in live tech coverage. This is day four of our wall to wall coverage of IBM the Think. The second annual IBM Think, first year at Moscone. Dave Vellante here with Stu Miniman. Eric Herzog is here, he's the CMO of IBM Storage and Sam Werner is the VP of Offering Management for Storage Software at IBM. Guys welcome back to theCUBE. Always good to see ya both. >> Thanks >> Thank you. >> So we were joking yesterday and today, of course multi cloud, the clouds opened, it's been raining, it's been sunny today, so multi cloud is all the rage. Evidently you guys have done some work in multi cloud. Some research that you can share with us. >> Yeah, so couple things. First of all, the storage vision in multi cloud at IBM for years. We work with all the cloud providers including IBM cloud, but we work with Amazon and we work with Azure, we work with Google cloud and in fact our Spectrum Protect, modern data protection product, has about 350 small and medium cloud providers across the world that use it for the engine for their back up as a service. So we've been doing that for a long time, but I think what you're getting is, what we found in a survey multi cloud and I actually had had a panel yesterday and all three of my panelists, including Aetna, use a minimum of five different public cloud providers. So what we're seeing is hybrid is a subset of that, right? On and off, but even if someone is saying, I'm using cloud providers, they're using between five and 10, not counting software as a service because many of the people in the survey didn't realize software as a service is theoretically a type of cloud deployment, right? >> So that's obviously not just the big three or the big five, we're talking about a lot of small guys. Some of the guys maybe you could have used in your Spectrum Protect for back up, local cloud providers, right? And then add sas to that, you could probably double or triple it, right? >> Right, well we've have been very successful with sas providers so for example, one of people on the panel, a company called Follett, they're a privately held, in the mid close to a billion dollars, they provide services to universities and school districts and they have a software package for universities for the bookstores to manage the textbooks and another software as a service for school districts across the United States. They have 1,500 and it's all software service. No on prem licensing and that's an example. That's in my mind, that's a cloud deployment, right? >> Ginni talked Tuesday about chapter two how chapter one was kind of, I call it commodity cloud, but you know, apps that are customer facing, chapter two, a lot of chapter two anyways, is going to be about hybrid and multi cloud. I feel like to date it's largely been, not necessarily a purposeful strategy to go multi cloud, it's just we're multi vendor. Do you see customers actually starting to think about a multi cloud strategy? If so, what's behind that and then more specifically, what are you guys doing from a software stand point to support that? >> Yeah, so in the storage space where we are, we find customers are now trying to come up with a data management strategy in a multi cloud model, especially as they want to bring all their data together to come up with insights. So as they start wanting to build an AI strategy and extend what they're doing with analytics and try to figure out how to get value out of the data they're building a model that's able to consolidate the data, allow them to ingest it and then actually build out AI models that can gain insights from it. So for our software portfolio, we're working with the different types of service providers. We're working closely with all the big cloud providers and getting our software out there and giving our customers flexible ways to move and manage their data between the clouds and also have clear visibility into all the data so they can bring it together. >> You know, I wonder sort of what the catalyst is there? I wrote an article that's going up on SiliconANGLE later and I talked about how the first phase was kind of tire kicking of cloud and then when the down turn hit, people went from capex to opex. It was sort of a CFO mandate and then coming out of the down turn, the lines of business were like, whoa agility, I love this. So shadow IT and then IT sort of bought in and said, "we got to clean up this mess." and that seems to be why, at least one catalyst, for companies saying, "hey, we want a single data management strategy." Are you seeing that or is there more to it? >> Well I think first of all, we're absolutely seeing it and there's a lot of drivers behind it There's absolutely IT realizing they need to get control over this again. >> Governance, compliance, security, edix >> And think about all the new regulations. GDPR's had a huge impact. All a sudden, these IT organizations need to really track the data and be able to take action on it and now you have all these new roles in organizations, like data scientists who want to get their hands on data. How do you make sure that you have governance models around that data to ensure you're not handing them things like pi? So they realized very quickly that they need to have much better control. The other thing you've seen is, the rise of the vulnerabilities. You see much more public attacks on data. You've seen C level executives lose their jobs over this. So there's a lot more stress about how we're keeping all this data safe. >> You're right. Boards are gettin' flipped and it's a big, big risk these days >> Well the other thing you're seeing is legal issues. Canada, the data has to stay in Canada. So if you're multi national and you're a Japanese company, all your Canadian offices, the data has to be some cloud of ours got an office in Canada. So if you're a Japanese headquarter company, using NTT cloud, then you got to use IBM or Amazon or Azure, 'cause you have to have a data center inside the country just to have the cloud data. You also have shier maturity in the market. I would argue, the cloud used to be called the web and before it was the web, it was called the internet and so now that you're doing that, what happens in the bigger companies, procurement is involved, just the way they've been involved in storage servers and networking for a long time. Great you're using CISCO for the network. You did get a quote from HP or using IBM storage, but make sure you get at least one other quote so as that influences aside from definitely getting the control is when procurement get involved, everything goes out for RFP or RFQ or at ten dure, as they say in Europe and you have to have multiple vendors and you sometimes may end up for purely, we need the way to club 'em on price so we need IBM cloud and Microsoft so we can keep 'em honest. So when everyone rushed the cloud, they didn't necessarily do that, but now that it's maturing >> Yeah, it's a sign of maturity. >> It's a sign of maturity that people want to control pricing. >> Alright, so one of the other big themes we've been talking a lot about this week is AI. So Eric talks about, when we roll back the clock, I think back to the storage world, we've been talking about intelligence in storage for longer than my career. So Sam, maybe you can tell us what's different about AI in storage than the intelligence we've been talking and what's the latest about how AI fits into the portfolio? >> Yeah, that's a great question and actually a lot of times we talk about AI and how storage is really important to make the data available for AI, but we're also embedding AI in our storage products. If you think about it, if you have a problem with your storage product, you don't just take down one application. You can take down an entire company, so you've got to make sure your storage is really resilient. So we're building AI in that can actually predict failures before they happen so that our storage never takes any outages or has any down time. We can also predict by looking at behavior out in the network, we can predict or identify issues that a host might be causing on the network and proactively tell a customer before they get the call that the applications are slowing down and we can point out exactly which host is causing the problem. So we're actually proactively finding problems out on the storage network before they become an issue. >> Yeah and Eric, what is it about the storage portfolio that IBM has that makes it a good solution for customers that are deploying AI as an application in use cases? >> Yeah so we look at all, so one is AI, in the box if you will, in the array and we've done a ton of work there, but the other is as the underlying foundation for AI workloads and applications so a couple things. Clearly, AI often is performance dependent and we're focused on all flash. Second thing as Sam already put it out, resilience and availability. If you're going to use AI in an automotive factory to control the supply chain and to control the actual factory floor, you can't have it go down because they could be out tens of millions, hundreds of millions of year just for that day of building Mercedes or Toyotas or whatever they're building if you have an automated factory. The other areas we've created what we call, the data pipeline and it involves three, four members of our storage software family. Our Spectrum Scale, a highly parallel file system that allows incredible performance for AI. Our Spectrum Discover which allows you to use meta data which is information about the data to more accurately plan and the AI software from any vendor can use an API and go in and see this meta data information to make the AI software more efficient that they would use. Our IBM Cloud Object Storage and our Spectrum Archive, you have to archive the data, but easily bring it back because AI is like a human. We are, smart humans are learning non-stop, whether you're five, whether you're 25, or whether you're 75, you're always learning. You read the newspaper, you see of course theCUBE and you learn new things, but you're always comparing that to what you used to know. Are the Russians our friends or our enemies? It depends on your point in time. Do we love what's going on in Germany? It depends on your point in time. In 1944, I'd say probably not. Today you'd say, what a great Democratic country, but you have to learn and so this data pipeline, this loop, our software is on our storage arrays and allows it to be used. We'll even sell the software without our storage arrays for use on any AI server platform, so that softwares really the huge differentiator for us. >> So can you, as a follow up to that, can you address the programmability of your portfolio? Whether it's through software or maybe the infrastructure as well. Infrastructure, I'm thinking infrastructure's code. You mentioned you know API's. You mentioned the ability to go into like Spectrum Discover for example, access meta data. How programmable is your infrastructure and how are you enabling that? >> I mean across our entire portfolio, we build restful API's to make our infrastructure completely extensible. We find that more and more enterprises are looking to automate the deployment of the infrastructure and so we provide API's for programming and deploying that. We're also moving towards containerizing most of our storage products so that as enterprises move towards cubernetes type clusters, we work with both Red Hat and with our own ICP and as customers move towards those deployment models and automate the deployment of their clusters, we're making all of our storage's available to be deployed within those environments. >> So do you see an evolution of the role of a storage admin, from one that's sort of provisioning luns to one that's actually becoming a coder, maybe learning Python, learning how to interact through API's, maybe even at some point developing applications for automation? Is that happening? >> I think there's absolutely a shift in the skills. I think you've got skills going in two directions. One, in the way of somebody else to administer hardware and replace parts as they fail. So you have lower skilled jobs on that side and then I believe that yes, people who are managing the infrastructure have to move up and move towards coding and automating the infrastructure. As the amount of data grows, it becomes too difficult to manage it in the old manual ways of doing it. You need automation and intelligence in the storage infrastructure that can identify problems and readjust. For example, in our storage infrastructure, we have automated data placement that puts it on the correct tier. That use to be something a storage administrator had to do manually and figure out how to place data. Now the storage can do it themselves, so now they need to move up into the automation stack. >> Yeah, so we've been talking about automation and storage also for a lot of years. Eric, how are enterprises getting over that fear that either I'm going to lose my job or you know, this is my business we're talking about here. How do I let go and trust? I love, I saw downstairs, there was a in the automation booth for IBM, it was free the humans, so we understand that we need to go there. We can't not put automation with the scale and how things are moving, but what's the reality out in the field? >> So I think that the big difference is and this is going to sound funny, but the economic down turn of seven, eight and nine, when downturn hit and certainly was all over the IT press, layoff, layoff, layoff, layoff, layoffs, so we also know that storage is growing exponentially, so for example, if I'm Fortune 500 company x and I had 100 people doing storage across the planet. If I laid off 50 of them and now I'm recovered. I'm making tons of money, my IT budget is back up. I didn't go to the CIO and say, you can hire the 50 storage people back. You can hire 50 people back, but no more than five or six can be storage people. Everything else has to be dev ops or something else. So what that means is, they are managing an un-Godly amounts of more storage every year with essentially the same people they had in 2008 or maybe a tiny bit more. So what matters is, you don't manage a peta bite or in the old days, half a peta bite. Now, one storage admin or back up admin or anyone in that space, they want you to manage 20 peta bites and if you don't have automation, that will never happen. >> Stu and I were interviewing Steven Hill from KPMG yesterday and he was talking about the macro numbers show we're not (stutters) as globally and even in the US, we're not seeing productivity gains. I'm saying yeah, you're not looking at the storage business you know, right? Because if you look at anybody who's running storage, they're doing way more with much less, to your point. >> Which is why, so for example when Sam talked about our easy tier, we can tier, not only as AI base. So in the old days, when you guys weren't even born yet, when I was doing it. >> Well I don't know about that >> What was it? It was move the data after 90, so first it was manual movement, then it was set up something, a policy. Remember policy automation was the big deal 10 years ago? Automatically move the data when its 90, 60, or 30 days old. AI based, what we have an easy tier, automatically will determine what tier it should go on, whether when the data's hot or when the data's cold and on top of that, because we can tier over 440 arrays that are not IBM logo'd, multi vendor tiering, we can tier from our box to an EMC box. So if you have a flash array, you've got an old or all hard drive that you've moved into your back up in archive tier, we can automatically tier to that. We can tier from the EMC array out to the Cloud, but it's all done automatically. The admin doesn't do anything, it just says source and target and the AI does all the work. That's how you get the productivity that you're talking about, that you need in storage and back ups even worse because you got to keep everything now, which Sam mentioned GDPR, all these new regulations and the Federal Government its like keep the data forever. >> But in that case, the machine can determine whether or not it's okay to put it in the Cloud, if it's in Canada or Germany or wherever, the machine can adjudicate and make those decisions. >> And that's what the AI, so in that case you're using AI inside of the storage system versus what we talked about with our other software that makes our storage systems a great platform for other AI workloads that are not, if you will, AI for storage. AI for everything else, cars or hospitals or resume analysis. That's what the platform can, but we put all this AI inside of the system 'cause there aren't that big, giant, global, Fortune 500 has 55 storage admins and in 2007 or eight, they had 100, but they've quintupled the amount of storage easily if not 10x'd it, so who's going to manage that? Automation. >> Guys, good discussion. Not everyday, boring, old storage. It's talking about intelligence, real intelligence this time. Eric, Sam, thanks very much for coming to theCUBE. Great to see you guys again. >> Thank you. >> Thank you. >> You're welcome. Alright, keep it right there everybody. Stu and I will be back with our next guest shortly, right after this break. John Furrier is also here. IBM Think, Day four, you're watching theCUBE. Be right back. (tech music)
SUMMARY :
Brought to you by IBM. and Sam Werner is the VP of Offering Management Some research that you can share with us. and we work with Azure, we work with Google cloud Some of the guys maybe you could have used for the bookstores to manage the textbooks but you know, apps that are customer facing, consolidate the data, allow them to ingest it and that seems to be why, at least one catalyst, they need to get control over this again. and now you have all these new roles in organizations, and it's a big, big risk these days and so now that you're doing that, that people want to control pricing. about AI in storage than the intelligence that a host might be causing on the network so one is AI, in the box if you will, You mentioned the ability to go into like and automate the deployment of their clusters, the infrastructure have to move up that either I'm going to lose my job or you know, and I had 100 people doing storage across the planet. as globally and even in the US, So in the old days, when you guys weren't even born yet, So if you have a flash array, But in that case, the machine can determine and in 2007 or eight, they had 100, Great to see you guys again. Stu and I will be back with our next guest shortly,
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Day Two Wrap | SAP Sapphire Now 2018
>> From Orlando, Florida, it's theCUBE. Covering SAP SAPPHIRE NOW 2018. Brought to you by NetApp. >> Welcome to theCUBE, Lisa Martin with Keith Townsend. We are just wrapping up day two at SAP SAPPHIRE 2018. Keith, this event is enormous. We were just comparing our step goals. This event size is 16 American football fields. Enormous, 20,000 people. I think, combined, we have around 15,000 steps today. >> That sounds about right. >> Quite a few of them go to your longer legs than mine but this event is really been incredible, the energy that SAP's CEO Bill McDermott kicked off with yesterday morning has really been carried through this event and with our guests on the show for the last two days. >> No, we did 23, 24 interviews and every last one of them was high-energy. The guests were extremely excited about the products, the solutions, and the problems they're solving for, not just enterprise, but for society. I thought that was a really great theme of the guests today specifically. >> It's amazing, and you talk about, you know, the impact on society and SAP wants to be one of the top world's most valuable brands like Apple, Google, Coca Cola, who are all customers of SAP's and who all sell products that we can interact with, that we can taste, you know, Mercedes Benz, we can drive. They've got this invisible software product. They've been around for 46 years. And to your point, the stories that we have heard about how these invisible product, products, are transforming industries, are saving lives, was really something that I did not expect. >> Well when you make a great product that impact lives or... I compare it to making great content. theCUBE makes great content, that content would be found, people would take notice, you make a great product that impacts people's lives. It's no wonder that SAP is near the top of that brand recognition, brand value, 17th on the list. If they continue to do that, if they become the product, the ERP solution that you can talk to and you can ask a question, you know, not just business questions of what were the numbers the last quarter for Chicago, but you can ask a question, you know what, where is the best place to take my family to live in Eastern Europe during the summer months? That becomes value-add that people wouldn't be able to ignore. >> They've done a tremendous job building this partner ecosystem. There were hundreds of partner sessions alone. We've heard from a lot of their partners. We're in the NetApp booth, thanks to NetApp for having theCUBE here. NetApp is a customer and a partner of SAP and we heard a lot about how SAP is transforming to the cloud dramatically with the help of this massive partner ecosystem. >> You know what, we've had Microsoft, Fujitsu, SAP, NetApp, Nvidia, the list goes on and on of customers and partnerships of examples of companies that have come together and they've been consistent. In some areas, obviously Microsoft competes with SAP. In some areas, Microsoft competes with NetApp. But they recognize that without these alliances, without these partnerships, they can't solve these large, complex problems of ridding parts of Africa with mosquitoes. SAP can't do that by themselves. Microsoft can't do that by themselves. And this week was a great acknowledgement and a example of how the ecosystem works. >> They also talked a lot at this event about the intelligent enterprise where it's, you know, it's not just about digital transformation as table stakes. Companies that do it well have, or are working towards getting, this true 360-degree view of the customer which is essential. They talked about enabling that via certain things that they're leading in, or pioneering, which is connecting the demand chain and the supply chain. They really talked about enabling this new, this current SAP that's built for this fourth generation customer experience. Our lives as consumers have dramatically influenced business. We expect to have the ability to, you know, try and buy an app if we want it, right? And they're using that model very well to give customers in many industries, they have 390,000 customers, choice and flexibility. And the partner ecosystem is just part of that flexibility that they have to give. And they do a great job of listening to their customers who really are helping with a lot of the co-development in a very symbiotic way. >> Yeah, SAP is reentering this people-centric view of ERP, CRM, of data, saying that their relationship is about people. Bill McDermott spent a lot of time talking about trust. One of the reasons why people trust the brand of theCUBE is because we're on the ground, we're talking to the users, we're talking to the people. People can reach out and touch and feel you, there's a personal relationship between that brand and the community. The same thing with, got the same feel for what SAP is trying to do of, you know, obviously with over 20,000 people, I dunno if the number is 21,000, 22,000, but more than 20,000 people, a million people online watching the event, SAP the serious about this C/4HANA move, of being able to say, you know what, we are going to create a ecosystem of trust. We talked about trust with the app center and being able to validate applications on the platform. SAP has long been one of those companies that's serious about their partnerships and validation and certification of platforms. So whether it's HCI, storage with NetApp, the deep relationship with NetApp, SAP is going to put its brand upfront and say that if you're going to engage with one of our partnerships, there's a transient trust that goes from SAP to their partners. >> And we talked with a number of folks working in different groups within SAP focused on the customer. This morning we had on their Chief Customer, a guy from their Chief Customer Office who talked about these, kinda top 100 strategic accounts that they partner with who then also they take that information, those learnings and don't just improve the technologies but they also use them to influence much greater than a hundred customers. They're strategically utilizing that data. We talked yesterday with one of the gentlemen running the SAP four, S/4HANA community rather, and the Leonardo community and the amount of engagement that they have in that community, especially in Leonardo which has only been around for a year. The customer engagement is key but also their reaction to it, and I would say even, I think we heard a lot of how they're being proactive with creating content and enabling their customers to be able to learn at the same time as they're learning from their customers. >> Yeah some hero numbers that we heard this week: 6,000 people in that HANA, the S/4HANA community. While the Customer Success Group focuses on the top 100 customers, there were, I think 38,000 people following the Twitter account, so there's obviously outreached stretch. The Leonardo and S/4 communities have created a thousand videos on how-to. So obviously the impact of and the reach of SAP has ambitions of not just raising brand awareness and getting into that Top 10 with Apple and Google, they also have the ambitions of becoming a platform, a ecosystem. You know, we look at Microsoft as kinda one of the ultimate platform companies. Microsoft partners make more money off of Windows than Microsoft makes off of Windows. SAP seems to have the same goal of their partners, there's a hundred partners on the show floor, that should generate more revenue than SAP which would be impressive. SAP, I looked the other day, $136 billion market capital, not a small company at all. >> So you have an interesting perspective, for many reasons, but one you've run large SAP infrastructures before. And here you are now at SAPPHIRE from the press and media, the analyst perspective. What are some of the things that really surprised you in all of your experience as a user of SAP to now covering it from this angle. >> You know what, I don't know if it was a year ago. It was not even a full year, my anniversary for running my company is August. So less than a year ago I ran SAP for a large pharmaceutical. And we're in the throes of selecting where our next platform was gonna be hosted. Cloud was a possibility and it is amazing how the conversations have changed from my peers a year ago, or a year and a half or even a year ago, to now to how readily acceptable customers are of running mission-critical, the core of the business, 77% of the world's transactions, we heard today, goes through SAP, how willing customers are at running those work goals in the cloud. Second piece, which was probably a proof point, how much SAP has improved SAP in the cloud. SAP has marketed SAP HANA and SAP as cloud-ready applications, it was more of something that you... I took legacy application, I installed it on VMs in the cloud, cloud-ready. No we've given examples from the hyperscalers, specifically Google, of how, and Microsoft of how, customers are coming whipping their credit card up, spinning up instances of HANA, spinning them down. Google talked about how you can migrate your whole ECC on HANA to the cloud within 30 minutes to two hours, amazing movement in cloud. I think it's by far my biggest surprise coming to this show. I didn't expect SAP to accelerate their cloud adoption as fast as they have. >> I'm curious to your thoughts too about simplicity, simplicity of message, you know, what's their best-run businesses campaign? Best-run businesses run on SAP. Simplicity has long been part of their messaging. As we look at the SAP cloud platform and some of the announcements there today and you look at, they've got Ariba, and Concur, and Fieldglass, and SuccessFactors, with the C/4 announcement from yesterday, what is your impression on, have they been able to sort of simplify and kind of reduce customer confusion in terms of this breadth of products and technologies that SAP now delivers? >> You know, SAP is a big company and they have a lot of products. They've been around for 46 years. You know, we didn't talk about any legacy database stuff. They still own Siebel so they still own a traditional database company. It's easier said than done to simplify the message. When you come to... You know, we talked to interviewee after interviewee, customers are still overwhelmed when they look at a overall problem. They can even identify SAP as the potential partner to solve it, but 300 products is still 300 products. It's very... You can help simplify the message by throwing those products in categories, sales force, which product you lead with, so new customers, you know, sales force will help you with that. Traditional customers that don't have deep relationships with their sales force and solution providers, maybe, I think there's still a little difficulty around understanding the messaging around all of 300 products. I mean, it's 300 products. >> Well, there's always work to be done and well we have... There was a lot of product announcements, a lot of energy, and evangelicalism that you and I heard consistently throughout the event and on-set here. A third area that I think really struck me is, SAP has been very vocal about having an initiative to raise the profile of women in technology. They did an excellent job of getting women onstage during both keynote sessions, yesterday and today. From their CMO, Alicia Tillman, to Lindsey Vonn and a whole suite of women Olympic athletes that were yesterday in the general session, to some of the women that were doing some of these outstanding demos and I, I really tip my hat to SAP because for being as large and as lengthy of an incumbent as they are, they're really able to focus on some of these key areas and we at theCUBE love to cover that because it's something that really needs consistent awareness. >> Well, I dunno if people would notice but we probably, both of us, are very vested in diversity and Silicon Valley, in general, is always appreciated when companies go, not just acknowledge the challenge of diversity, it is a very, very difficult problem. It's probably one of the most difficult problems in our industry. So to actually put some meat on a bone, announce the problem, announce the challenge, and go forth and put, you know, obviously, extremely capable women and minorities in the forefront. >> Yeah. Well Keith, always a pleasure hosting with you. Thanks so much for working with me the last couple of days, it's been-- >> I always enjoy it. >> I do too. It's really been a really fun, energetic show so thanks for all of your help. >> Thank you. >> Keith and I wanna thank you for watching theCUBE. Lisa Martin for Keith Townsend, we're from SAP SAPPHIRE 2018. Thanks for watching. (energetic music)
SUMMARY :
Brought to you by NetApp. Welcome to theCUBE, Lisa Martin with Keith Townsend. Quite a few of them go to your longer legs than mine of the guests today specifically. that we can taste, you know, Mercedes Benz, we can drive. and you can ask a question, you know, We're in the NetApp booth, thanks to NetApp of how the ecosystem works. We expect to have the ability to, you know, try of being able to say, you know what, of the gentlemen running the SAP four, S/4HANA community in that HANA, the S/4HANA community. What are some of the things that really surprised you in all of running mission-critical, the of the announcements there today and you look at, It's easier said than done to simplify the message. of these outstanding demos and I, I really tip my hat to SAP and go forth and put, you know, obviously, with me the last couple of days, it's been-- for all of your help. Keith and I wanna thank you for watching theCUBE.
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Day One Wrap | SAP SAPPHIRE NOW 2018
>> From Orlando, Florida, it's theCUBE. Covering SAP Sapphire Now 2018, brought to you by NetApp. >> Welcome back to theCUBE, I am Lisa Martin, with Keith Townsend. We have been here all day at SAP Sapphire 2018. Keith, this venue in Orlando is so huge. It's the equivalent of 16 American football fields. >> Yeah, probably should not have worn a pair of new shoes. >> No, but you did close your rings, so it's a trade-off, right? >> It's a trade-off, yeah. >> So, the keynote this morning started out with a bang. Bill McDermott, the CEO of SAP, is probably the most energetic, evangelical, C-level I've ever seen on stage. You really could feel the excitement, the momentum. They also followed that with some great announcements. You know, they've been saying for awhile, being pretty bullish about wanting to not just disrupt the Sierra market, but wanting to become one of the world's most valuable brands. They wanna be up there with the Apples, and the Googles, and Coca-Cola and Mercedes-Benz, who all have products that we all see, and touch, and feel, and buy. And they announced that the brands e-rankings just came out the other day, that they're number 17, up four spots from last year. So, their momentum is, they're really putting their money where their mouth is. >> Yeah, so SAP is the cash register of the world. 70% of the world's transactions go through SAP, but most of us don't see it. So, it's amazing to see that they're ranked number 17 on those brands that are very, you know, if you told somebody you worked for SAP, they'd be like, oh, okay, I think I might have heard of that. >> Right. >> Or, I've heard that that was the reason why manufacturing is down, because the SAP system was down. So, it is a bold statement to say that you're gonna go from that, to a household name. Interestingly enough, part of that is becoming an ecosystem. So, becoming a platform. What we've heard today was a lot of talk about how SAP is transforming from a product company. You know, a point-of-sale system is one thing, but to say that you've built a ecosystem, and a platform around that, is the goal that I think I heard today from the stage floor. >> And you're right, you talk about, you know, them becoming a household name, with a product that's basically invisible to most people who probably use it. They have amassed 390,000 customers in 46 years. They've been around for a long time. This event, though, is massive. The partner area alone is huge. There's probably more than 20,000 people not just that are here, in Orlando, but, he said, Bill McDermott, a million people engaging with SAP Sapphire via the online experience. That's enormous. But to your point, it's all really fundamentally due to the partnerships, the systems integrators, the technology partners and more who have helped them on their transformation. >> Yeah, we had KPIT on, they said the guest has been on 20 Sapphires for 20 years, the event has gone on for 25 years in some form. He remembered, initially, they might have had one or two sessions. They have 12, KPIT has 12 sessions this year at the Sapphire 2018. There's a huge ecosystem of partners, here on the show floor. Over 500, I think, sessions in general. We had the VP of Community for S/4. They have 1,000 how-to videos on how to just do basic things in S/4. Huge community, huge event. SAP is starting to make end rolls and becoming, again, not just a products company, but an ecosystem company, I think. Sapphire in Orlando is a great example of how they're expanding the brand. >> Yes, and in fact, on the brand part, you know, that's one of the things that their CMO, Alicia Tillman, who was on main stage this morning, that's something that I've heard her talk about before. She's been the CMO for about nine months now, and she said, you know, and marketers will know, campaigns and messaging will change every quarter, six months, and that is fine. It's the brand narrative that they really started to work on at SAP. So, you're seeing this "Best-run companies run on SAP", it's sharing the value of what SAP can deliver with their partner ecosystem, in terms of how it's helping customers transform their businesses, transform industries, save lives. They've done a very focused job on showing how this invisible technology is really revolutionizing the world. They're now going, you know, full-force, embedding A.I., and really being quite bold, they're saying. I loved what Bill McDermott had on the slide this morning, of augmented intelligence. And there's always a lot of concern with A.I, right? Jobs being replaced. And he talked about what he, and some of the other world leaders, were talking about. And I liked augmented intelligence, to augment humanity, this connection of humans and machines working together. They're really being quite bold, and focused, in that area. I'm just curious what your take was from an advanced analytics A.I. perspective. >> So, there's a lot of talk around advanced A.I. analytics. At the end of the day, it's about actual business results. We're here in the booth of NetApp, who has done a great job, frankly, of transforming their image from a storage company in the middle of a transformation to being known as a data-driven company. So, NetApp has gone through a similar change that SAP is looking to do, from a brand perspective. Reasonably enough, we had the CIO, Bill, from NetApp, that talked about that transformation, and how data is a key part of their own transformation, internally. And, how SAP could probably hold NetApp up as a great example of a company that's using the predecessor to C/4HANA, which was just announced, on the staged hypers of taking data, analyzing that data, applying A.I, machine learning, more like machine learning in reality. Machine learning to that data, and then getting insights, so that humans can make better decisions. >> Right. You know, on that front, one of the themes I heard today, Keith, from not just Bill Miller, the CIO of NetApp, who was on here with us earlier, but some of their other partners, NetApp and SAP's partners, all talk about their own transformations, internally, as essential for them to become intelligent enterprises, which is a lot of what SAP's talking about. But I also thought that was quite valuable, from an external perspective, to hear NetApp talk so candidly about their transformation, and share that with their customers who are in similar positions. I think, when vendors will, say, drink their own champagne, and there's real proof there in the pudding. I think that's tremendously valuable for these brands. And we've just heard that kind of consistently throughout the day today, of companies that are showing how they're transforming to then help their customers also transform. >> So, one of the things that we like to ask on theCUBE is not just about current customer base, but, what new customers are you attracting? So, one of the interesting conversations is one of the last ones we had with WorkSpan, and how they're a small company, and they started out the gate with SAP, and how the brand has gone beyond this, oh, this is a manufacturing, supply chain, you must be a Fortune 500 company to even consider rolling it out to. You know what? We're a brand new company, providing a data-driven product, and out of the gate, we're selecting a S/4HANA and the platform to create this new product that's consumed by not necessarily technologists, that powers an alliance platform to find and curate business alliances. I thought that was an extremely interesting interview that shows the power of expanding beyond just a focus on traditional enterprise, but the power of data. And once you've become a platform, how you can power your partner ecosystem. >> I thought that was a great example, as well, of a company that's only been in business for three years, less than four years. How they saw this gap in the market, where they said, you know, we're surrounded by alliance partners of SAP's in this 16 football fields location that we're in. And WorkSpan found that 60 to 75% of announced alliances fail. Huge opportunity for them to then get in from a systematic perspective and align, you know, two companies' marketing automation systems, for example, and sales automation systems. And they really saw this big opportunity to, like you were saying, create an entirely new product, and probably create a new market as a result. I thought that was a really modern example of an idea that saw a huge gap, and can be transformative. I asked Ahmed, after we stopped rolling the cameras, all right, so you found 60 to 75% of these announced alliances fail, typically. What does WorkSpan think you can do to bring that number down? And he said, within two years, we wanna get that down to about 30%. >> Wow. That is an amazing stat. So, let's look at the companies that are digitally transforming. So we had two guests that I want to highlight, one with Mike McGivney from SAP SuccessFactors, which is SAP's people-focused cloud, and then Wolfgang Hopfes, the head of SAP Business for EMEA. And they're on a unique challenge. SAP has been around for 46 years, and in IT years, that's like, you know, 1,000. So, there's a lot of technical debt, that companies are now paying for. You know, back in the nineties, early 2000s, customizing SAP was all the rage. Now, customers are faced with, they have to digitally transform their organizations, how do they do so? Well, it's not so easy to move from a customized SAP to S/4. Bill trumpeted the numbers of 1,800 SAP HANA customers, which is great, well over a billion dollars in sales for an in-memory database. However, SAP has over 300,000 customers. So there's a lot of opportunity, but a lot of challenge. So, the ecosystem of partners, Fujitsu, NetApp, other infrastructure companies looking to help simplify the infrastructure so that technologists within these customer organizations can focus on the higher stack of those larger business challenges of basically pulling apart what they've built. Bill from NetApp shared how difficult their transformation was from their CRM to >> Hypers? >> Hypers. He called it painful, a painful six months. And what we saw today, I think, was a reality check. A lot of enterprises have a lot of pain ahead of them. >> Well, it's pain in a number of areas, and one of them is cultural. And I really thought, you know, you say, SAP being 46 years old is like, 1,000 in IT, or dog years. They're like the Gandalf of IT, right? But one of the things that I found quite remarkable is 46 year-old history, 390,000 customers. But clearly, they have been able to evolve their culture to be able to support what their customers need, and go from just being a supply chain procurement-focused type of business. And I thought that was really quite compelling, to see how they must have had to transform their culture, so that they can help businesses transform. They make it look easy, with the messaging and the momentum, but that was something that for a company that's an incumbent like that, is a bit of, you might say, even a model for how to do that right. >> Yeah, we talked to Joe Lazar, he's the SAP VP of Global Technology Partners. He talked about how SAP likes to be pushed to be a little uncomfortable by their partners, and we asked him the tough questions. You know, there's been tweets and there's been announcements from all the ACI vendors. I've talked to customer after customer that says, you know what, S/4HANA on HCI is what we want. A very quotable comment that he made was, we're not doing S/4 on HANA because we want to, we're doing S/4 on HANA because customers demand it. So, SAP is definitely listening to customer demand, S/4 on HANA is one of those things. You know, he tried to stay away from the bad word of certified on 4HANA, and validated, and focused on solutions, but SAP has a little ways to go. And that's kind of a, you talk to any HCI customer, validated and certified 4HANA is a bad word today, but SAP understands it and they're moving to certify the platform for HCI, so I thought that was a great example of them listening to customers and continuing to transform over the years. >> You're absolutely right. In fact, you know, if you look up digital transformation, one of the first pillars that you're gonna see is you gotta become customer-centric. And we really heard that a lot today. Even NetApp, when you were talking with Bill Miller about ONTAP in the cloud, going it's okay guys, maybe we have to listen to our customers. If we don't we won't be in business. That's a hallmark of an enterprise that is digitally transforming. >> Yeah, I'd argue that Dave Hitts was the one who forced that, that kind of cultural change. You had to bring in the founder to talk to the engineers and that had very engineer-driven thinking And I think Dave was very direct, like you know, we have to make the change or we won't be in business. The pendulum has changed to cloud. The SAP, which is not by any stretch of the mind, was never designed to run in the cloud, but they're adopting the technology for what customers are demanding. There's an AWS booth here, Fujitsu was the first one to say that, you know what, if customers need fail-fast environments, that's exactly where they should go, and put S/4 implementations, and then steady states should be moved to RMPRAM or private dating center or hosted solutions. So, the ecosystem seems to be embracing this change. >> Definitely. Anything that you're particularly looking forward to tomorrow for Day 2? >> You know what? I love talking to customers, so I'm looking forward to more customer conversations, talking about how is this being used? We haven't really talked a lot about Leonardo much. So, you know, IoT, A.I., how are these things that get a lot of press being perceived by actual customers? How are they being implemented? What's their true adoption rate? >> Awesome. Well, I look forward to hosting with you tomorrow, Keith. Thanks so much. >> I appreciate it. >> Thanks for watching. Keith and I have been at SAP Sapphire, bringing you some hopefully great informative content. From the NetApp booth, Lisa Martin for Keith Townsend. Thanks for watching.
SUMMARY :
brought to you by NetApp. It's the equivalent of 16 American football fields. So, the keynote this morning started out with a bang. So, it's amazing to see that they're ranked number 17 and a platform around that, is the goal that the technology partners and more We had the VP of Community for S/4. Yes, and in fact, on the brand part, the predecessor to C/4HANA, which was just announced, You know, on that front, one of the themes a S/4HANA and the platform to create And WorkSpan found that 60 to 75% of So, the ecosystem of partners, And what we saw today, I think, was a reality check. and the momentum, but that was something that So, SAP is definitely listening to customer demand, the first pillars that you're gonna see the first one to say that, you know what, Anything that you're particularly looking forward to I love talking to customers, so I'm looking forward to Well, I look forward to hosting with you tomorrow, Keith. From the NetApp booth, Lisa Martin for Keith Townsend.
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Joe Zarb, SAP | SAP SAPPHIRE NOW 2018
>> From Orlando, Florida it's theCUBE. Covering SAP SAPPHIRE NOW 2018. Brought to you by NetApp. >> Hi, welcome to theCUBE. I'm Lisa Martin with Keith Townsend and we are in Orlando Florida, at SAP SAPPHIRE 2018 in the NetApp booth. We're excited to welcome to theCUBE from SAP the SVP of global technology partners Joe Zarb. Joe, welcome to theCUBE. >> I am so happy to be here. Thank you for having me, excited to share with you all the great things that are going on here at SAPPHIRE and with SAP. >> This event is huge. Bill McDermott was saying this morning in his keynote that it's the biggest SAPPHIRE that you guys have ever done, and one of the numbers, he gave a lot of numbers this morning, I always geek out on numbers, >> Right. (laughs) >> He said you guys are expecting about a million people to engage with SAP related to SAPPHIRE. That's incredible. >> It's incredible, it's incredible. A million people, think about the global reach a company with 70% of the world's commerce transactions going through our systems, people want to know what's next? What's coming out next from an innovation point of view, what are our leaders saying? What are our partners saying about where the future is and it really speaks to the whole concept of digitizing business processes. Every company wants to be a startup and I think what you're seeing here is a lot of that excitement that SAP, we just consider ourselves a very big startup with a broad reach. So, I think Bill was able to capture that excitement, convey that excitement and I think the ecosystem is reflecting that. >> A 46 year old startup nonetheless, right? >> Yeah, right exactly. >> So as the leader of the technology partners, talk to us about how those technology partners have been fundamental in SAP's transformation. >> Totally fundamental, particularly as SAP starts to transform into really a platform company. The platform provides a level of abstraction that customers can leverage to simplify their infrastructure and their access to applications, and it also creates extensibility and it's all about the partner ecosystem. So one of the biggest agenda items that we have in terms of that is really the whole hyper-converged infrastructure play, and it's really going to be something that is going to help customers innovate, drive down costs and drive up ROI. There's very few plays that are a triple whammy and this is one of them. So the partner ecosystem to us that spans our global service providers, our technology partners which are both hardware and software partners, but we also have data syndication partners, and we have other partners in the management consultant fields, et cetera. They all contribute to expanding and enhancing our digital platform and our applications. >> So, one of the areas I like to challenge infrastructure companies on, NetApp is a data-driven infrastructure company, and when you're talking to enterprise, application-centric people, infrastructure's one of these things that's an afterthought. >> Right. >> But HCI is really changing the game. NetApp's SolidFire Division along with some of their now compute innovations to form this new HCI story. Can you provide some color? What's the significance of having an HCI based infrastructure for your SAP deployment? >> Yes, that's a great question. First let me back up and I completely agree with you, when you talk to most customers, their eyes glaze over when you start talking about storage, what have you, but when you start talking about the sophisticated customers that are driving innovation and trying to transform their business, there's really three technical elements that they're very focused on. One is connectivity. They're trying to connect to all kinds of devices, business processes, and aspects of their business that haven't been connected. They're connecting because they want to retrieve signals from areas in the field and areas of customers and products they've never collected before, as they connect these signals, they're creating tremendous storages of data. And so, until you get over that, realize the enormity of that problem and the scope of "How do you now take this data "and turn it into a collection "of perishable insights that you can act on?" Until you've reached that level of sophistication, you don't understand why a company like NetApp is critical to your entire digital infrastructure and story. And that whole hyper-converged area is really the ability to promise, it's a promise to the customer that their workload can scale essentially infinitely on premise, in the cloud, cloud to cloud, back to on premise. And so at SAP, as an application provider, we look at applications that are going to run at the edge, at the core and on premise, and in the cloud. HCI helps us deliver that vision at the application tier but you have to have the platform and the infrastructure there. And NetApp is a great partner to help us fulfill that vision as well as other partners, but they're very key. >> So you have your business applications, you have SAP HANA from a database and memory database capability. Now we're talking about the Leonardo stack. You have this, what's becoming a platform, and as a platform provider, you look towards your ecosystem to extend the capability of the platform, to create more value. Where are you seeing the value generated in the partnership with NetApp? >> That's a great question, so all of our partners have the ability to one, reinforce the dominance in those markets we choose to serve and those applications we choose to deliver. However the real value of the ecosystem and a company like NetApp, is when they take us out of our comfort zone, and by taking us out of our comfort zone, they're taking us to roll your own applications, custom applications, or third party non-SAP applications where they're storing and managing the data yet making it accessible to Leonardo for machine learning, to create block chain scenarios where we can create trusted relationships, leveraging data that may not be SAP data, and also in the whole internet of things. Connecting to sensors and using that data from sensors in ways that really have nothing to do with SAP's core applications per se, but may have benefits to the customer in ways that really needs to be co-innovated. So our partners are a critical player to put us outside of our comfort zone, force us to grow, force us to learn, force us to expand, and NetApp has proven to be one of those partners that can deal with a myriad of data types from a myriad of applications that force us to stretch into voice recognition, to force us into data mining and data analytics and the like. >> So as we talk about pushing out of your comfort zone, SAP has been extremely steady in being able to provide a mixture between hardware partners, whether it's appliance model for deployment of HANA to a partnerships with first level support through partners such as NetApp. Talk through where you guys are at in the partnership, specifically with a technology that's killer, that Bill talked about which is SAP HANA on HCI. Are we going to see HANA on HCI in the near future? Customers are really interested in it and it seems like a slam dunk. >> It seems like a no brainer, right? >> Yeah, like no brainer, yeah. >> And it is, it is a no brainer. We're going to see HANA on HCI, not because SAP wants HANA on HCI, it's because our customers want HANA on HCI, and we're slaves to our customers. So where we are right now is we know that we are a trusted supplier and provider to our customers and they know that the SAP brand stands for integrity and all of the -ilities that go with running a large complex enterprise, reliability, serviceability, maintainability et cetera. So we're actually working very closely with all of our HCI partners to go through a rather arduous certification process. Through that certification process it's a commitment that we're asking them to make and they're asking us to make for the long term. I don't like the word certification, I prefer new product introduction, because what we're asking them to do is build their products, tune it to our products, we're going to do the same and we're going to continuously innovate and continuously introduce new products. So the word, the former word, is certification. All I can say is, we don't like to pre-release or announce anything so watch this space, but I am so excited to be a tech head. >> What are some of the, if we look at a retailer, for example, who has to work with, say it's an apparel manufacturer and they've got a designer they've got to work with, textiles, all these different sources of information and it might take a year from a design to go from concept to actual product that they can sell. So you mentioned and I really like that you talked about insights as perishable, it was something about actionalbe insights, but for a company like an apparel company who has such a long cycle from concept to delivery, how will HCI facilitate them being able to link and sync, what Bill McDermott said this morning is, synchronize the supply chain with the demand chain? >> Right, yes, that whole value chain, value proposition. So, the beautiful thing is, all of those companies have a track record and a history of data. A lot of that data is right now in NetApp. So there's a lot of learnings and knowledge that haven't been mined and pooled out of that data that exists today. HCI is going to enable a couple of things. One is when you look at a distributed supply chain, we have probably the industry's leading distributed supply chain solution, track and trace capabilities, to be able to follow that product throughout it's life cycle. As we capture that data with HCI infrastructure, we're going to be able to analyze and transform those business processes, candidly, in ways that we haven't thought of yet. The beauty of HCI is, when you talk about retailers you're often times dealing with companies that have wire thin margins, so they want to be able to create products quickly, get them to market quickly and do it within the cost constraints. HCI is one of those rare platform and enabling technologies that delivers on that. It's going to allow you to rightsize your workload in the cloud or on premise or on the right size servers et cetera. And it's going to allow you to scale up as needed and manage a more efficient yet effective infrastructure. So I see HCI playing a role not only in retailers, but really across all industries. It's one of those really beautiful horizontal technologies that adds immediate value to those people that have reached that maturity curve. >> So as we talk about these advanced applications, can't help but get into topics such as ILT, edge in general, applications as we look at SAP as a platform company, applications SAP may not build directly but have to integrate with. How do you see HCI and your global partners figuring into those advanced applications and the infrastructure around that? >> Yeah so that's a great question, thank you. If you really look at those new emerging applications that are edge, core and cloud, lots of moving parts. Lots of moving parts gives you the opportunity to rightsize the workload and the processing at the edge or at the core at the cloud, but it also creates a tremendous amount of complexity. So to really create a breakthrough, you have to radically simplify and standardize the processes that manage that core, cloud, edge relationship. If you can create that environment, then people can deploy, manage, monitor, maintain these environments much more effectively with a lower skillset, right? So there's not that hurdle. I kind of think of it as today's IT infrastructure is kind of like a manual car and as you get bigger IT it becomes an 18-wheeler, it's a little hard to, unwieldy. You've got to be really good at driving in reverse and stuff like that. When you add HCI you're not necessarily going to an autonomous car but you've definitely got an automatic transmission, you probably could do a couple of things pretty well automatically right? And that allows a whole new class of drivers to get in the car. And so I think that's what HCI is going to do, as the architectures and the deployment methods get more complex, it's going to keep it manageable and within a skill base and price point that people can live with. >> I like that analogy, I think that's very simple to follow speaking of simplicity. I wanted to ask you about when you guys are going to market with partners. Bill McDermott has been very vocal, as we talked about when we kicked off this segment, about wanting to be one of the top ten most valuable brands. Among the likes of Apple, Coca-Cola, Mercedes Benz, Google, who sell products that we can touch and wear and feel and see. With technology like SAP and even, say, what you're doing with NetApp on hyper-converged, what's the conversation like when you're talking about products that people may not even know are under the hood? How do you ignite a customer to be excited? What are some of those exciting customer examples that you see that really show how this technology from SAP and your partners can change a company, change an industry, change a life? >> Right. That's a great question and it's really the essence of a brand right? So first I would encourage all of your viewers, go play Bill's keynote from SAPPHIRE today, I mean, I think he was totally evangelical and I think he painted the picture so. From my perspective the brand, so first all of those brands that you mentioned, right, Apple and Google, these are all loyal SAP customers. They're also SAP partners so we're punching with the heavyweights. We're at, I think, number 17 in brand equity and we're working our way up. I think our focus isn't so much touching and feeling our products. I think it's more about trust, making a promise and a commitment to the market and that market validating that commitment and statement with money. Basically buying our products, deploying our products, and basing their business on our products. And so, when I think of SAP becoming that brand as more and more companies continue to rely on us, trust in us and as we become a more integrated economy and society, they're going to realize Apple is going to be able to trust Google because they're using SAP and they know there's integrity of the data and their processing. Google's going to be able to trust their suppliers, like NetApp and HP and et cetera because they're using SAP as well. So there's this, basically this movement of trust and brand identity that will be validated by our customers. We create the message, the customers create the brand. So I think that's our approach. >> Like trust is the new currency. >> It is, it really is, particularly in the data-based, data-oriented society and economy. >> My good friend Tom, on Twitter said that the future is data, the future isn't databases. So, I thought it was a brilliant quote, so shout out to Tom. So as we look at that, the future is data and not databases, and you guys have rolled out an established database in HANA, but how do you refocus, not on the actual technology but on the data itself as it relates to, you know NetApp has started to market themselves as a data-driven company. What's the relationship between the infrastructure, the database, the application and the actual data? >> So, good question, it's a long answer, so let me try to net out a couple of key areas there. So if you kind of look at data, data plays a point of origination where you're going to enter data and capture the transactions of the business. It's also the source of innovation. After capturing all that data there are these perishable insights and there are these anomalies and signals that are trapped in there that you're going to pull out. So when you look at the infrastructure itself, our belief is that consumers and the consumer experience with technology has created a very real time society. We chat in real time, we post images in real time, we message in real time and we believe that level of performance is what enterprises are going to demand. Batches going away. People, they don't want to hear, "Oh no it takes hours "to sift though a petabyte of data." They don't want to hear it. So they want to move to, they want their answers now, and so that's what we've really focused on is that whole real time experience, and we believe that data, like you said data, it is going to be both the source of insight, it's going to be the system of record and then it's really going to be the basis of the next generation products and services. So if you look at all the companies that people are trying to copy and mirror, they're giving away their software products and they're monetizing the insights that they glean from that data, right? So Facebook makes their money off of advertising that is based on your likes and preferences and shares, et cetera, like that. So their business isn't software, it's how do I monetize that data, that behavior that is trapped in that data, how do I surface those behaviors? So we think that's very core to us. We have a group within SAP that works with our partners and customers to help them build data-driven business models, data-driven business products and data-driven solutions and NetApp is core to all that. I think once you get and start to deal with the order of magnitude of data that we're talking about here, you have to move to an HCI and you have to move to a trusted player like that. >> The Facebook example as we wrap things up, you kind of just alluded to one of the things that I've heard some of your execs saying, including your CMO, Alicia Tillman, where, our customers don't care about the technology, they care about their customers and you kind of just articulated that really well. That that's what you need to be able to enable is what Facebook is delivering, what Apple is delivering, or what Google is delivering. So thanks so much Joe, for stopping by and sharing what you guys are doing with partners to really kind of fundamentally change the direction that SAP is going in. >> Thanks, it's great to be here and thanks for having me. >> We want to thank you for watching theCUBE. I'm Lisa Martin with Keith Townsend from SAPPHIRE 2018, thanks for watching. (digital music)
SUMMARY :
Brought to you by NetApp. and we are in Orlando Florida, excited to share with you all the great things that it's the biggest SAPPHIRE that you guys have ever done, Right. about a million people to engage and it really speaks to the whole concept So as the leader of the technology partners, and it's really going to be something So, one of the areas I like to challenge But HCI is really changing the game. and the scope of "How do you now take this data So you have your business applications, and NetApp has proven to be one of those partners to a partnerships with first level support and all of the -ilities that go and they've got a designer they've got to work with, It's going to allow you to rightsize your workload and the infrastructure around that? and as you get bigger IT it becomes an 18-wheeler, that you see that really show how this technology and it's really the essence of a brand right? It is, it really is, particularly in the data-based, and you guys have rolled out and NetApp is core to all that. and sharing what you guys are doing with partners We want to thank you for watching theCUBE.
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David Floyer, Wikibon | Pure Storage Accelerate 2018
>> Narrator: Live from the Bill Graham Auditorium in San Francisco, it's theCUBE, covering Pure Storage Accelerate, 2018, brought to you by Pure Storage. >> Welcome back to theCUBE's coverage of Pure Storage Accelerate 2018. I'm Lisa Martin. Been here all day with Dave Vellante. We're joined by David Floyer now. Guys, really interesting, very informative day. We got to talk to a lot of puritans, but also a breadth of customers, from Mercedes Formula One, to Simpson Strong-Tie to UCLA's School of Medicine. Lot of impact that data is making in a diverse set of industries. Dave, you've been sitting here, with me, all day. What are some of the key takeaways that you have from today? >> Well, Pure's winning in the marketplace. I mean, Pure said, "We're not going to bump along. "We're going to go for it. "We're going to drive growth. "We don't care if we lose money, early on." They bet that the street would reward that model, it has. Kind of a little mini Amazon, version of Amazon model. Grow, grow, grow, worry about profits down the road. They're eking out a slight, little positive free cashflow, on a non-gap basis, so that's good. And they were first with All-Flash, really kind of early on. They kind of won that game. You heard David, today. The NVMe, the first with NVMe. No uplifts on pricing for NVMe. So everybody's going to follow that. They can do the Evergreen model. The can do these things and claim these things as we were first. Of course, we know, David Floyer, you were first to make the call, back in 2008, (laughs) on Flash and the All-Flash data center, but Pure was right there with you. So they're winning in that respect. Their ecosystem is growing. But, you know, storage companies never really have this massive ecosystem that follow them. They really have to do integration. So that's, that's a good thing. So, you know, we're watching growth, we're watching continued execution. It seems like they are betting that their product portfolio, their platform, can serve a lot of different workloads. And it's going to be interesting to see if they can get to two billion, the kind of, the next milestone. They hit a billion. Can they get to two billion with the existing sort of product portfolio and roadmap, or do they have to do M&A? >> David: You're right. >> That's one thing to watch. The other is, can Pure remain independent? David, you know well, we used to have this conversation, all the time, with the likes of David Scott, at 3PAR, and the guys at Compellent, Phil Soran and company. They weren't able, Frank Slootman at Data Domain, they weren't able to stay independent. They got taken out. They weren't pricey enough for the market not to buy them. They got bought out. You know, Pure, five billion dollar market cap, that's kind of rich for somebody to absorb. So it was kind of like NetApp. NetApp got too expensive to get acquired. So, can they achieve that next milestone, two billion. Can they get to five billion. The big difference-- >> Or is there any hiccup, on the way, which will-- >> Yeah, right, exactly. Well the other thing, too, is that, you know, NetApp's market was growing, pretty substantially, at the time, even though they got hit in the dot-com boom. The overall market for Pure isn't really growing. So they have to gain share in order to get to that two billion, three billion, five billion dollar mark. >> If you break the market into the flash and non flash, then they're in the much better half of the market. That one is still growing, from that perspective. >> Well, I kind of like to look at the service end piece of it. I mean, they use this term, by Gartner, today, the something, accelerated, it's a new Gartner term, in 2018-- >> Shared Accelerated Storage >> Shared Accelerated Storage. Gartner finally came up with a category that we called service end. I've been joking all day. Gartner has a better V.P. of naming than we do. (chuckles) We're looking' at service end. I mean, I started, first talking about it, in 2009, thanks to your guidance. But that chart that you have that shows the sort of service end, which is essentially Pure, right? It's the, it's not-- >> Yes. It's a little more software than Pure is. But Pure is an awful lot of software, yes. And showing it growing, at the expense of the other segments, you know. >> David: Particularly sad. >> Particularly sad. Very particularly sad. >> So they're really well positioned, from that standpoint. And, you know, the other thing, Lisa, that was really interesting, we heard from customers today, that they switched for simplicity. Okay, not a surprise. But they were relatively unhappy with some of their existing suppliers. >> Right. >> They got kind of crummy service from some of their existing suppliers. >> Right. >> Now these are, maybe, smaller companies. One customer called out SimpliVity, specifically. He said, "I loved 'em when they were an independent company, "now they're part of HPE, meh, "I don't get service like the way I used to." So, that's a sort of a warning sign and a concern. Maybe their, you know, HPE's prioritizing the bigger customers, maybe the more profitable customers, but that can come back to bite you. >> Lisa: Right. >> So Pure, the point is, Pure has the luxury of being able to lose money, service, like crazy, those customers that might not be as profitable, and grow from it's position of a smaller company, on up. >> Yeah, besides the Evergreen model and the simplicity being, resoundingly, drivers and benefits, that customers across, you know, from Formula One to medical schools, are having, you're right. The independence that Pure has currently is a selling factor for them. And it's also probably a big factor in retention. I mean, they've got a Net Promoter Score of over 83, which is extremely high. >> It's fantastic, isn't it? I think there would be VMI, that I know of, has even higher one, but it's a very, very high score. >> It's very high. They added 300 new customers, last quarter alone, bringing their global customer count to over 4800. And that was a resounding benefit that we were hearing. They, no matter how small, if it's Mercedes Formula One or the Department of Revenue in Mississippi, they all feel important. They feel like they're supported. And that's really key for driving something like a Net Promoter Score. >> Pure had definitely benefited from, it's taken share from EMC. It did early on with VMAX and Symmetrix and VNX. We've seen Dell EMC storage business, you know, decline. It probably has hit bottom, maybe it starts to grow again. When it starts to grow again, I think, even last quarter, it's growth, in dollars, was probably the size of Pure. (chuckles) You know, so, but Pure has definitely benefited from stealing share. The flip side of all this, is when you talk to you know, the CxOs, the big customers, they're doing these big digital transformations. They're not buying products, you know, they're buying transformations. They're buying sets of services. They're buying relationships, and big companies like Dell and IBM and HPE, who have large services arms, can vie for certain business that Pure, necessarily, can't. So, they've got the advantage of being smaller, nimbler, best of breed product, but they don't have this huge portfolio of capabilities that gives them a seat at the CxO table. And you saw that, today. Charlie Giancarlo, his talk, he's a techie. The guys here, Kicks, Hat, they're techies. They're hardcore storage guys. They love storage. It reminds me of the early days of EMC, you know, it's-- >> David: Or NetApp. Yeah. Yeah, or NetApp, right. They're really focused on that. So there's plenty of market for them, right now. But I wonder, David, if you could talk about, sort of architecturally, people used to criticize the two controller, you know, approach. It obviously seems to be doing very well. People take shots at their, the Evergreen model, saying "Oh, we can do that too." But, again, Pure was first. Architecturally, what's your assessment of Pure? >> So, the Evergreen, I think, is excellent. They've gone about that, well. I think, from a straighforward architecture, they kept it very simple. They made a couple of slightly, odd decisions. They went with their own NAND chips, putting them into their own stuff, which made them much smaller, much more compact, completely in charge of the storage stack. And that was a very important choice they made, and it's come out well for them. I have a feeling. My own view is that M.2 is actually going to be the form factor of the future, not the SSD. The Ssd just fitted into a hard disk slot. That was it's only benefit. So, when that comes along, and the NAND vendors want to increase the value that they get from these stacks, etc., I'm a little bit nervous about that. But, having said that, they can convert back. >> Yeah, I mean, that seems like something they could respond to, right? >> Yeah, absolutely. >> I was at the Micron financial analysts' meeting, this week. And a lot of people were expecting that, you know, the memory business has always been very cyclical, it's like the disk drive business. But, it looks like, because of the huge capital expenses required, it looks like supply, looks like they've got a good handle on supply. Micron made a good strong case to the street that, you know, the pricing is probably going to stay pretty favorable for them. So, I don't know what your thoughts are on that, but that could be a little bit of a head wind for some of the systems suppliers. >> I take that with a pinch of salt. They always want to have the market saying it's not going to go down. >> Of course, yeah. And then it crashes. (chuckles) >> The normal market place is, for any of that, is go through this series of S-curves, as you reach a certain point of volume, and 3D NAND has reached that point, that it will go down, inevitably, and then cue comes in,and then that there will go down, again, through that curve. So, I don't see the marketplace changes. I also think that there's plenty of room in the marketplace for enterprise, because the biggest majority of NAND production is for consumer, 80% goes to consumer. So there's plenty of space, in the marketplace, for enterprise to grow. >> But clearly, the prices have not come down as fast as expected because of supply constraints And the way in which companies like Pure have competed with spinning disks, go through excellent data reduction algorithms, right? >> Yes. >> So, at one point, you had predicted there would be a crossover between the cost per bit of flash and spinning disk. Has that crossover occurred, or-- >> Well, I added in the concept of sharing. >> Raw. >> Yeah, raw. But, added in the cost of sharing, the cost-benefit of sharing, and one of the things that really impresses me is their focus on sharing, which is to be able to share that data, for multiple workloads, in one place. And that's excellent technology, they have. And they're extending that from snapshots to cloud snaps, as well. >> Right. >> And I understand that benefit, but from a pure cost per bit standpoint, the crossover hasn't occurred? >> Oh no. No, they're never going to. I don't think they'll ever get to that. The second that happens, disks will just disappear, completely. >> Gosh, guys, I wish we had more time to wrap things up, but thanks, so much, Dave, for joining me all day-- >> Pleasure, Lisa. >> And sporting The Who to my Prince symbol. >> Awesome. >> David, thanks for joining us in the wrap. We appreciate you watching theCUBE, from Pure Storage Accelerate, 2018. I'm Lisa Martin, for Dave and David, thanks for watching.
SUMMARY :
brought to you by Pure Storage. that you have from today? They bet that the street would reward that model, it has. Can they get to five billion. Well the other thing, too, is that, you know, If you break the market into the flash and non flash, Well, I kind of like to look at But that chart that you have that shows the at the expense of the other segments, Particularly sad. And, you know, the other thing, Lisa, They got kind of crummy service but that can come back to bite you. So Pure, the point is, Pure has the luxury that customers across, you know, from I think there would be VMI, that I know of, And that was a resounding benefit that we were hearing. It reminds me of the early days of EMC, you know, it's-- the two controller, you know, approach. completely in charge of the storage stack. And a lot of people were expecting that, you know, I take that with a pinch of salt. And then it crashes. So, I don't see the marketplace changes. So, at one point, you had predicted But, added in the cost of sharing, I don't think they'll ever get to that. We appreciate you watching theCUBE,
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David Hatfield, Pure Storage | Pure Storage Accelerate 2018
>> Announcer: Live from the Bill Graham Auditorium in San Francisco, it's theCUBE, covering Pure Storage Accelerate 2018. Brought to be you by Pure Storage. >> Welcome back to theCUBE, we are live at Pure Storage Accelerate 2018 in San Francisco. I'm Lisa Prince Martin with Dave The Who Vellante, and we're with David Hatfield, or Hat, the president of Purse Storage. Hat, welcome back to theCUBE. >> Thank you Lisa, great to be here. Thanks for being here. How fun is this? >> The orange is awesome. >> David: This is great. >> Super fun. >> Got to represent, we love the orange here. >> Always a good venue. >> Yeah. >> There's not enough orange. I'm not as blind yet. >> Well it's the Bill Graham, I mean it's a great venue. But not generally one for technology conferences. >> Not it's not. You guys are not conventional. >> So far so good. >> But then-- >> Thanks for keeping us out of Las Vegas for a change. >> Over my dead body I thin I've said once or twice before. >> Speaking of-- Love our customers in Vegas. Unconventional, you've said recently this is not your father's storage company. What do you mean by that? >> Well we just always want to do things a little bit less conventional. We want to be modern. We want to do things differently. We want to create an environment where it's community so our customers and our partners, prospective customers can get a feel for what we mean by doing things a little bit more modern. And so the whole orange thing is something that we all opt in for. But it's more about really helping transform customer's organizations think differently, think out of the box, and so we wanted to create a venue that forced people to think differently, and so the last three years, one was on Pier 48, we transformed that. Last year was in a big steelworkers, you know, 100 year old steel manufacturing, ship building yard which is now long since gone. But we thought the juxtaposition of that, big iron rust relative to what we're doing from a modern solid state perspective, was a good metaphor. And here it's about making music, and how can we together as an industry, develop new things and develop new songs and really help transform organizations. >> For those of you who don't know, spinning disk is known as spinning rust, right? Eventually, so very clever sort of marketing. >> The more data you put on it the slower it gets and it gets really old and we wanted to get rid of that. We wanted to have everything be online in the data center, so that was the point. >> So Hat, as you go around and talk to customers, they're going through a digital transformation, you hear all this stuff about machine intelligence, artificial intelligence, whatever you want to call it, what are the questions that you're getting? CEO's, they want to get digital right. IT professionals are wondering what's next for them. What kind of questions and conversations are you having? >> Yeah, I think it's interesting, I was just in one of the largest financial services companies in New York, and we met with the Chief Data Officer. The Chief Data Officer reports into the CEO. And he had right next to him the CIO. And so they have this development of a recognition that moving into a digital world and starting to harness the power of data requires a business context. It requires people that are trying to figure out how to extract value from the data, where does our data live? But that's created the different organization. It drives devops. I mean, if you're going to go through a digital transformation, you're going to try and get access to your data, you have to be a software development house. And that means you're going to use devops. And so what's happened from our point of view over the last 10 years is that those folks have gone to the public cloud because IT wasn't really meeting the needs of what devops needed and what the data scientists were looking for, and so what we wanted to create not only was a platform and a tool set that allowed them to bridge the gap, make things better today dramatically, but have a platform that gets you into the future, but also create a community and an ecosystem where people are aware of what's happening on the devop's side, and connect the dots between IT and the data scientists. And so we see this exploding as companies digitize, and somebody needs to be there to help kind of bridge the gap. >> So what's your point of view and advice to that IT ops person who maybe really good at provisioning LUNS, should they become more dev like? Maybe ops dev? >> Totally, I mean I think there's a huge opportunity to kind of advance your career. And a lot of what Charlie talked about and a lot of what we've been doing for nine years now, coming up on nine years, is trying to make our customers heroes. And if data is a strategic asset, so much so they're actually going to think about putting it on your balance sheet, and you're hiring Chief Data Officers, who knows more about the data than the storage and infrastructure team. They understand the limitations that we had to go through over the past. They've recognized they had to make trade offs between performance and cost. And in a shared accelerated storage platform where you have tons of IO and you can put all of your applications (mumbles) at the same time, you don't have to make those trade offs. But the people that really know that are the storage leads. And so what we want to do is give them a path for their career to become strategic in their organization. Storage should be self driving, infrastructure should be self driving. These are not things that in a boardroom people care about, gigabytes and petabytes and petaflops, and whatever metric. What they care about is how they can change their business and have a competitive advantage. How they can deliver better customer experiences, how they can put more money on the bottom line through better insights, etc. And we want to teach and work with and celebrate data heroes. You know, they're coming from the infrastructure side and connecting the dots. So the value of that data is obviously something that's new in terms of it being front and center. So who determines the value of that data? You would think it's the business line. And so there's got to be a relationship between that IT ops person and the business line. Which maybe here to for was somewhat adversarial. Business guys are calling, the clients are calling again. And the business guys are saying, oh IT, they're slow, they say no. So how are you seeing that relationship changing? >> It has to come together because, you know, it does come down to what are the insights that we can extract from our data? How much more data can we get online to be able to get those insights? And that's a combination of improving the infrastructure and making it easy and removing those trade offs that I talked about. But also being able to ask the right questions. And so a lot has to happen. You know, we have one of the leaders in devops speaking tomorrow to go through, here's what's happening on the software development and devops side. Here's what the data scientists are trying to get at. So our IT professionals understand the language, understand the problem set. But they have to come together. We have Dr. Kate Harding as well from MIT, who's brilliant and thinking about AI. Well, there's only .5% of all the data has actually been analyzed. You know, it's all in these piggy banks as Burt talked about onstage. And so we want to get rid of the piggy banks and actually create it and make it more accessible, and get more than .5% of the data to be usable. You know, bring as much of that online as possible, because it's going to provide richer insights. But up until this point storage has been a bottleneck to making that happen. It was either too costly or too complex, or it wasn't performing enough. And with what we've been able to bring through solid state natively into sort of this platform is an ability to have all of that without the trade offs. >> That number of half a percent, or less than half a percent of all data in the world is actually able to be analyzed, is really really small. I mean we talk about, often you'll here people say data's the lifeblood of an organization. Well, it's really a business catalyst. >> David: Oil. >> Right, but catalysts need to be applied to multiple reactions simultaneously. And that's what a company needs to be able to do to maximize the value. Because if you can't do that there's no value in that. >> Right. >> How are you guys helping to kind of maybe abstract storage? We hear a lot, we heard the word simplicity a lot today from Mercedes Formula One, for example. How are you partnering with customers to help them identify, where do we start narrowing down to find those needles in the haystack that are going to open up new business opportunities, new services for our business? >> Well I think, first of all, we recognize at Pure that we want to be the innovators. We want to be the folks that are, again, making things dramatically better today, but really future-proofing people for what applications and insights they want to get in the future. Charlie talked about the three-legged stool, right? There's innovations that's been happening in compute, there's innovations that have been happening over the years in networking, but storage hasn't really kept up. It literally was sort of the bottleneck that was holding people back from being able to feed the GPUs in the compute that's out there to be able to extract the insights. So we wanted to partner with the ecosystem, but we recognize an opportunity to remove the primary bottleneck, right? And if we can remove the bottleneck and we can partner with firms like NVIDIA and firms like Cisco, where you integrate the solution and make it self driving so customers don't have to worry about it. They don't have to make the trade offs in performance and cost on the backend, but it just is easy to stamp out, and so it was really great to hear Service Now and Keith walk through is story where he was able to get a 3x level improvement and something that was simple to scale as their business grew without having an impact on the customer. So we need to be part of an ecosystem. We need to partner well. We need to recognize that we're a key component of it because we think data's at the core, but we're only a component of it. The one analogy somebody shared with me when I first started at Pure was you can date your compute and networking partner but you actually get married to your storage partner. And we think that's true because data's at the core of every organization, but it's making it available and accessible and affordable so you can leverage the compute and networking stacks to make it happen. >> You've used the word platform, and I want to unpack that a little bit. Platform versus product, right? We hear platform a lot today. I think it's pretty clear that platforms beat products and that allows you to grow and penetrate the market further. It also has an implication in terms of the ecosystem and how you partner. So I wonder if you could talk about platform, what it means to you, the API economy, however you want to take that. >> Yeah, so, I mean a platform, first of all I think if you're starting a disruptive technology company, being hyper-focused on delivering something that's better and faster in every dimension, it had to be 10x in every dimension. So when we started, we said let's start with tier one block, mission critical data workloads with a product, you know our Flash Array product. It was the fastest growing product in storage I think of all time, and it still continues to be a great contributor, and it should be a multi-billion dollar business by itself. But what customers are looking for is that same consumer like or cloud like experience, all of the benefits of that simplicity and performance across their entire data set. And so as we think about providing value to customers, we want to make sure we capture as much of that 99.5% of the data and make it online and make it affordable, regardless of whether it's block, file, or object, or regardless if it's tier one, tier two, and tier three. We talk about this notion of a shared accelerated storage platform because we want to have all the applications hit it without any compromise. And in an architecture that we've provided today you can do that. So as we think about partnering, we want to go, in our strategy, we want to go get as much of the data as we possibly can and make it usable and affordable to bring online and then partner with an API first open approach. There's a ton of orchestration tools that are out there. There's great automation. We have a deep integration with ACI at Cisco. Whatever management and orchestration tools that our customer wants to use, we want to make those available. And so, as you look at our Flash Array, Flash Deck, AIRI, and Flash Blade technologies, all of them have an API open first approach. And so a lot of what we're talking about with our cloud integrations is how do we actually leverage orchestration, and how do we now allow and make it easy for customers to move data in and out of whatever clouds they may want to run from. You know, one of the key premises to the business was with this exploding data growth and whether it's 30, 40, 50 zettabytes of data over the next you know, five years, there's only two and a half or three zettabytes of internet connectivity in those same period of time. Which means that companies, and there's not enough data platform or data resources to actually handle all of it, so the temporal nature of the data, where it's created, what a data center looks like, is going to be highly distributed, and it's going to be multi cloud. And so we wanted to provide an architecture and a platform that removed the trade offs and the bottlenecks while also being open and allowing customers to take advantage of Red Shift and Red Hat and all the container technologies and platform as a service technologies that exist that are completely changing the way we can access the data. And so we're part of an ecosystem and it needs to be API and open first. >> So you had Service Now on stage today, and obviously a platform company. I mean any time they do M and A they bring that company into their platform, their applications that they build are all part of that platform. So should we think about Pure? If we think about Pure as a platform company, does that mean, I mean one of your major competitors is consolidating its portfolio. Should we think of you going forward as a platform company? In other words, you're not going to have a stovepipe set of products, or is that asking too much as you get to your next level of milestone. >> Well we think we're largely there in many respects. You know, if you look at any of the competitive technologies that are out there, you know, they have a different operating system and a different customer experience for their block products, their file products, and their object products, etc. So we wanted to have a shared system that had these similar attributes from a storage perspective and then provide a very consistent customer experience with our cloud-based Pure One platform. And so the combination of our systems, you hear Bill Cerreta talk about, you have to do different things for different protocols to be able to get the efficiencies in the data servers as people want. But ultimately you need to abstract that into a customer experience that's seamless. And so our Pure One cloud-based software allows for a consistent experience. The fact that you'll have a, one application that's leveraging block and one application that's leveraging unstructured tool sets, you want to be able to have that be in a shared accelerated storage platform. That's why Gartner's talking about that, right? Now you can do it with a solid state world. So it's super key to say, hey look, we want consistent customer experience, regardless of what data tier it used to be on or what protocol it is and we do that through our Pure One cloud-based platform. >> You guys have been pretty bullish for a long time now where competition is concerned. When we talk about AWS, you know Andy Jassy always talks about, they look forward, they're not looking at Oracle and things like that. What's that like at Pure? Are you guys really kind of, you've been also very bullish recently about NVME. Are you looking forward together with your partners and listening to the voice of the customer versus looking at what's blue over the corner? >> Yes, so first of all we have a lot of respect for companies that get big. One of my mentors told me one time that they got big because they did something well. And so we have a lot of respect for the ecosystem and companies that build a scale. And we actually want to be one of those and are already doing that. But I think it's also important to listen and be part of the community. And so we've always wanted to the pioneers. We always wanted to be the innovators. We always wanted to challenge conventions. And one of the reasons why we founded the company, why Cos and Hayes founded the company originally was because they saw that there was a bottleneck and it was a media level bottleneck. In order to remove that you need to provide a file system that was purpose built for the new media, whatever it was going to be. We chose solid state because it was a $40 billion industry thanks to our consumer products and devices. So it was a cost curve where I and D was going to happen by Samsung and Toshiba and Micron and all those guys that we could ride that curve down, allowing us to be able to get more and more of the data that's out there. And so we founded the company with the premise that you need to remove that bottleneck and you can drive innovation that was 10x better in every dimension. But we also recognize in doing so that putting an evergreen ownership model in place, you can fundamentally change the business model that customers were really frustrated by over the last 25 years. It was fair because disk has lots of moving parts, it gets slower with the more data you put on, etc., and so you pass those maintenance expenses and software onto customers. But in a solid state world you didn't need that. So what we wanted to do was actually, in addition to provide innovation that was 10x better, we wanted to provide a business model that was evergreen and cloud like in every dimension. Well, those two forces were very disruptive to the competitors. And so it's very, very hard to take a file system that's 25 years old and retrofit it to be able to really get the full value of what the stack can provide. So we focus on innovation. We focus on what the market's are doing, and we focus on our customer requirements and where we anticipate the use cases to be. And then we like to compete, too. We're a company of folks that love to win, but ultimately the real focus here is on enabling our customers to be successful, innovating forward. And so less about looking sidewise, who's blue and who's green, etc. >> But you said it before, when you were a startup, you had to be 10x better because those incumbents, even though it was an older operating system, people's processes were wired to that, so you had to give them an incentive to do that. But you have been first in a number of things. Flash itself, the sort of All-Flash, at a spinning disk price. Evergreen, you guys set the mark on that. NVME you're doing it again with no premium. I mean, everybody's going to follow. You can look back and say, look we were first, we led, we're the innovator. You're doing some things in cloud which are similar. Obviously you're doing this on purpose. But it's not just getting close to your customers. There's got to be a technology and architectural enabler for you guys. Is that? >> Well yeah, it's software, and at the end of the day if you write a file system that's purpose built for a new media, you think about the inefficiencies of that media and the benefits of that media, and so we knew it was going to be memory, we knew it was going to be silicon. It behaves differently. Reads are effectively free. Rights are expensive, right? And so that means you need to write something that's different, and so you know, it's NVME that we've been plumbing and working on for three years that provides 44,000 parallel access points. Massive parallelism, which enables these next generation of applications. So yeah we have been talking about that and inventing ways to be able to take full advantage of that. There's 3D XPoint and SCM and all kinds of really interesting technologies that are coming down the line that we want to be able to take advantage of and future proof for our customers, but in order to do that you have to have a software platform that allows for it. And that's where our competitive advantage really resides, is in the software. >> Well there are lots more software companies in Silicon Valley and outside Silicon Valley. And you guys, like I say, have achieved that escape velocity. And so that's pretty impressive, congratulations. >> Well thank you, we're just getting started, and we really appreciate all the work you guys do. So thanks for being here. >> Yeah, and we just a couple days ago with the Q1FY19, 40%, you have a year growth, you added 300 more customers. Now what, 4800 customers globally. So momentum. >> Thank you, thank you. Well we only do it if we're helping our customers one day at a time. You know, I'll tell you that this whole customer first philosophy, a lot of customers, a lot of companies talk about it, but it truly has to be integrated into the DNA of the business from the founders, and you know, Cos's whole pitch at the very beginning of this was we're going to change the media which is going to be able to transform the business model. But ultimately we want to make this as intuitive as an iPhone. You know, infrastructure should just work, and so we have this focus on delivering simplicity and delivering ownership that's future proofed from the very beginning. And you know that sort of permeates, and so you think about our growth, our growth has happened because our customers are buying more stuff from us, right? If you look at our underneath the covers on our growth, 70 plus percent of our growth every single quarter comes from customers buying more stuff, and so, as we think about how we partner and we think about how we innovate, you know, we're going to continue to build and innovate in new areas. We're going to keep partnering. You know, the data protection staff, we've got great partners like Veeam and Cohesity and Rubrik that are out there. And we're going to acquire. We do have a billion dollars of cash in the bank to be able to go do that. So we're going to listen to our customers on where they want us to do that, and that's going to guide us to the future. >> And expansion overseas. I mean, North America's 70% of your business? Is that right? >> Rough and tough. Yeah, we had 28%-- >> So it's some upside. >> Yeah, yeah, no any mature B2B systems company should line up to be 55, 45, 55 North America, 45, in line with GDP and in line with IT spend, so we made investments from the beginning knowing we wanted to be an independent company, knowing we wanted to support global 200 companies you have to have operations across multiple countries. And so globalization is always going to be key for us. We're going to continue our march on doing that. >> Delivering evergreen from an orange center. Thanks so much for joining Dave and I on the show this morning. >> Thanks Lisa, thanks Dave, nice to see you guys. >> We are theCUBE Live from Pure Accelerate 2018 from San Francisco. I'm Lisa Martin for Dave Vellante, stick around, we'll be right back with our next guests.
SUMMARY :
Brought to be you by Pure Storage. Welcome back to theCUBE, we are live Thank you Lisa, great to be here. There's not enough orange. Well it's the Bill Graham, I mean it's a great venue. You guys are not conventional. Thanks for keeping us What do you mean by that? and so we wanted to create a venue that For those of you who don't know, and it gets really old and we wanted to get rid of that. So Hat, as you go around and talk to customers, and somebody needs to be there And so there's got to be a relationship and get more than .5% of the data to be usable. is actually able to be analyzed, Right, but catalysts need to be applied that are going to open up new business opportunities, and we can partner with firms like NVIDIA and that allows you to grow You know, one of the key premises to the business was Should we think of you going forward as a platform company? And so the combination of our systems, and listening to the voice of the customer and so you pass those maintenance expenses and architectural enabler for you guys. And so that means you need to And you guys, like I say, and we really appreciate all the work you guys do. Yeah, and we just a couple days ago with the Q1FY19, 40%, and so we have this focus on delivering simplicity And expansion overseas. Yeah, we had 28%-- And so globalization is always going to be key for us. on the show this morning. We are theCUBE Live from Pure Accelerate 2018
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Kickoff | Pure Storage Accelerate 2018
>> Announcer: Live from the Bill Graham Auditorium in San Francisco, it's theCUBE covering Pure Storage Accelerate 2018, brought to you by Pure Storage. (bright music) >> Welcome to theCUBE. We are live at Pure Storage Accelerate 2018. I'm Lisa Martin also known as Prince for today with Dave Vellante. We're at the Bill Graham Civic Auditorium, really cool, unique venue. Dave, you've been following Pure for a long time. Today's May 23rd, they just announced FY19 Q1 earnings a couple days ago. Revenue up 40% year over year, added 300 new customers this last quarter including the Department of Energy, Paige.ai, bringing their customer tally now up to about 4800. We just came from the keynote. What are some of the things that you've observed over the last few years of following Pure that excite you about today? >> Well Lisa, Pure's always been a company that is trying to differentiate itself from the pack, the pack largely being EMC at the time. And what Pure talked about today, Matt Kixmoeller talked about, that in 2009, if you go back there, Fusion-io was all the rage, and they were going after the tip of the pyramid, and everybody saw flash, as he said, his words, as the tip of the pyramid. Now of course back then David Floyer in 2008 called that flash was going to change the world, that is was going to dominate. He'd forecast that flash was going to be cheaper than disk over the long term, and that is playing out in many market segments. So he was one of the few that didn't fall into that trap. But the point is that Pure has always said, "We're going to make flash cheaper than "or as cheap as spinning disk, "and we're going to drive performance, "and we're going to differentiate from the market, "and we're going to be first." And you heard that today with this company. This company is accelerated to a billion dollars, the first company to hit a billion dollars since NetApp. Eight years ago I questioned if any company would do that. If you look at the companies that exited the storage market, that entered and exited the storage market that supposedly hit escape velocity, 10 years ago it was 3PAR hit $250 million. Isilon, Data Domain, Compellent, these companies sold for between $1 and $2.5 billion. None of them hit a billion dollars. Pure is the first to do that. Nutanix, which is really not a storage company, they're hyper-converged infrastructure, they got networking and compute, sort of, hit a billion, but Pure is the the first pure play, no pun intended, storage company to do that. They've got a $5 billion evaluation. They're growing, as you said, at 40% a year. They just announced their earnings they beat. But the street reacted poorly because it interpreted their guidance as lower. Now Pure will say that we know we raised (laughs) our guidance, but they're lowering the guidance in terms of growth rates. So that freaks the street out. I personally think it's pure conservativism and I think that they'll continue to beat those expectations so the stock's going to take a hit. They say, "Okay, if you want to guide lower growth, "you're going to take the hit," and I think that's smart play by Pure because if and when they beat they'll get that updraft. But so that's what you saw today. They're finally free cash flow positive. They've got about a billion dollars in cash on the balance sheet. Now half a billion of that was from a convertible note that they just did, so it's really not coming from a ton of free cash flow, but they've hit that milestone. Now the last point I want to make, Lisa, and we talked about this, is Pure Storage at growing at 40% a year, it's like Amazon can grow even though they make small profit. The stock price keeps going up. Pure has experienced that. You're certainly seeing that with companies like Workday, certainly Salesforce and its ascendancy, ServiceNow and its ascendancy. These companies are all about growth. The street is rewarding growth. Very hard for a company like IBM or HPE or EMC when it was public, when they're not growing to actually have the stock price continue to rise even though they're throwing off way more cash than a company like Pure. >> Also today we saw for the first time the new CEO's been Charlie Giancarlo, been the CEO since August of 2017, sort of did a little introduction to himself, and they talked about going all in on shared accelerated storage, this category that Gartner's created. Big, big focus there. >> Yeah, so it's interesting. When I look at so-called shared accelerated storage it's 2018, Gartner finally came up with a new category. Again, I got to give credit to the Wikibon guys. I think David Floyer in 2009 created the category. He called it Server SAN. You don't know if that's David, but I think maybe shared accelerated storage's a better name. Maybe Gartner has a better V.P. of Naming than they do at Wikibon, but he forecast this notion of Server SAN which really it's not DAS, it's not SAN, it's this new class of accelerated storage that's flash-based, that's NVMe-based, eliminates the horrible storage stack. It's exactly what Pure was talking about. Again, Floyer forecast that in 2009, and if you look at the charts that he produced back then it looks like you see the market like this going shoom, the existing market and the new market just exploding. So Pure, I think, is right on. They're targeting that wide market. Now what they announced today is this notion of their flash array for all workloads, bringing NVMe to virtually their entire portfolio. So they're aiming their platform at the big market. Remember, Pure's ascendancy to a billion really came at the expense of EMC's VMAX and VNX business. They aimed at that and they hit it hard. They positioned flash relative to EMC's either spinning disk or flash-based systems as better, easier, cheaper, et cetera, et cetera, and they won that battle even though they were small. Pure's a billion, EMC at the time was $23, $24 billion, but they gained share very rapidly when you see the numbers. So what they're doing is basically staking a claim, Lisa, saying, "We can point our platform "at the entire $30, $40, $50 billion storage TAM," and their intention, we're going to ask Charlie Giancarlo and company, their aspiration is to really continue to gain share in that marketplace and grow significantly faster than the overall market. >> So they also talked about the data-centric architecture today and gave some great examples of customers. I loved the Domino's Pizza example that they talked about, I think he was here last year, and how they're actually using AI at Domino's to analyze the phone calls using this AI engine to identify accurate order information and get you your pizza as quickly as you want. So not only do we have pizza but we were showered with confetti. Lot of momentum there. What is your opinion of Pure, what they're doing to enable companies to utilize and maximize AI-based applications with this data-centric architecture? >> So Pure started in the what's called block storage, really going after the high-volume, the transaction OLTP business. In the early days of Pure you'd see them at Oracle OpenWorld. That's where the high-volume transactions are taking place. They were the first really, by my recollection, to do file-based flash storage. Back in the day it was you would buy EMC for a block, you'd buy NetApp for file. What Pure did is said, "Okay, let's go after "the biggest market player, EMC, "which we'll gain share there in block, "and then now let's go after NetApp space and file." They were again the first to do that. And now they're extending that to AI. Now AI is a small but growing market, so they want to be the infrastructure for artificial intelligence and machine intelligence. They've struck a partnership with Nvidia, they're using the example of Domino's. It's clearly not a majority of their business today, but they're doing some clever things in marketing, getting ahead of the game. This is Pure's game. Be first, get out in the lead, market it hard, and then let everybody else look like they're following which essentially they are and then claim leadership position. So they are able to punch above their weight class by doing that, and that's what you're seeing with the Domino's example. >> You think they're setting the bar? >> Do I think they're setting the bar? Yeah, in many respects they are because they are forcing these larger incumbents to respond and react because they're in virtually all accounts now. The IT practitioners, they look at the Gartner Magic Quadrant, who's in the upper right, I got to call them in for the RFP. They get a seat at that table. I would say it was interesting hearing Charlie speak today and the rest of the executives. These guys are hardcore storage geeks, and I mean that with all due respect. They love storage. It kind of reminds me of the early days of EMC. They are into this stuff. Their messaging is really toward that storage practitioner, that administrator. They're below the line but those are the guys that are actually making the decisions and affecting transactions. They're touching above the line with AI messages and data growth and things like that, but it's really not a hardcore CIO, CFO, CEO message yet. I think that will come later. They see a big enough market selling to those IT practitioners. So I think they are setting the bar in that IT space, I do. >> One of the things I thought that they did well is kind of position the power of data where, you know people talk about data as fuel. Data's really a business catalyst that needs to be analyzed across multiple areas of a business simultaneously to really be able to extract value. They talked about the gold rush, oh gee, of 1849 and now kind of in this new gold rush enabling IT with the tools. And interestingly they also talked about a survey that they did with the SEE Suite who really believe that analyzing data is going to be key to driving businesses forward, identifying new business models, new products, new services. Conversely, IT concern do we have the right tools to actually be able to evaluate all of these data to extract the value from it? Because if you can't extract the value from the data, is it, it's not useful. >> Yeah, and I think again, I mean to, we give Pure great marketing, and a lot of what they're doing, (laughs) it's technology, it's off-the-shelf technology, it's open source components. So what's their differentiation? Their differentiation is clearly their software. Pure has done a great job of simplifying the experience for the customer, no question, much in the same way that 3PAR did 10 or 15 years ago. They've clearly set the bar on simplicity, so check. The other piece that they've done really well is marketing, and marketing is how companies differentiate (laughs) today. There's no question about it that they've done a great job of that. Now having said that I don't think, Lisa, that storage, I think storage is going to be table stakes for AI. Storage infrastructure for AI is going to have to be there, and they talked about the gold rush of 1849. The guys who made all the money were the guys with the picks and the axes and the shovels supplying them, and that's really what Pure Storage is. They're a infrastructure company. They're providing the pickaxes and the shovels and the basic tools to build on top of that AI infrastructure. But the real challenges of AI are where do I apply and how do I infuse it into applications, how do I get ROI, and then how do I actually have a data model where I can apply machine intelligence and how do I get the skillsets applied to that data? So is Pure playing a fundamental catalyst to that? Yes, in the sense that I need good, fast, reliable, simple-to-use storage so that I don't have to waste a bunch of time provisioning LUNs and doing all kinds of heavy lifting that's nondifferentiated. But I do see that as table stakes in the AI game, but that's the game that Pure has to play. They are an infrastructure company. They're not shy about it, and it's a great business for them because it's a huge market where they're gaining share. >> Partners are also key for them. There's a global partner summit going on. We're going to be speaking, you mentioned Nvidia. We're going to be talking with them. They also announced the AIRI Mini today. I got to get a look at that box. It looks pretty blinged out. (laughing) So we're going to be having conversations with partners from Nvidia, from Cisco as well, and they have a really diverse customer base. We've got Mercedes-AMG Petronas Motorsport Formula One, we've got UCLA on the CIO of UCLA Medicine. So that diversity is really interesting to see how data is being, value, rather, from data is being extracted and applied to solve so many different challenges whether it's hitting a race car around a track at 200 kilometers an hour to being able to extract value out of data to advance health care. They talked about Paige.ai, a new customer that they added in Q1 of FY19 who was able to take analog cancer pathology looking at slides and digitize that to advance cancer research. So a really cool kind of variety of use cases we're going to see on this show today. >> Yeah, I think, so a couple thoughts there. One is this, again I keep coming back to Pure's marketing. When you talk to customers, they cite, as I said before, the simplicity. Pure's also done a really clever thing and not a trivial thing with regard to their Evergreen model. So what that means is you can add capacity and upgrade your software and move to the next generation nondisruptively. Why is this a big deal? For decades you would have to actually shut down the storage array, have planned downtime to do an upgrade. It was a disaster for the business. Oftentimes it turned into a disaster because you couldn't really test or if you didn't test properly and then you tried to go live you would actually lose application availability or worse, you'd lose data. So Pure solved that problem with its Evergreen model and its software capability. So its simplicity, the Evergreen model. Now the reality is typically you don't have to bring in new controllers but you probably should to upgrade the power, so there are some nuances there. If you're mixing and matching different types of devices in terms of protocols there's not really tiering, so there's some nuances there. But again it's both great marketing and it simplifies the customer experience to know that I can go back to serial number 00001 and actually have an Evergreen upgrade is very compelling for customers. And again Pure was one of the first if not the first to put that stake in the ground. Here's how I know it's working, because their competitors all complain about it. When the competitors are complaining, "Wow, Pure Storage, they're just doing X, Y, and Z, "and we can do that too," and it's like, "Hey, look at me, look at me! "I do that too!" And Pure tends to get out in front so that they can point and say, "That's everybody following us, we're the leader." And that resonates with customers. >> It does, in fact. And before we wrap things up here a lot of the customer use cases that I read in prepping for this show all talked about this simplicity, how it simplified the portability, the Evergreen model, to make things much easier to eliminate downtime so that the business can keep running as expected. So we have a variety of use cases, a variety of Puritans on the program today as well as partners who are going to be probably articulating that value. >> You know what, I really didn't address the partner issue. Again, having a platform that's API-friendly, that's simple makes it easier to bring in partners, to integrate into new environments. We heard today about integration with Red Hat. I think they took AIRI. I think Cisco's a part of that partnership. Obviously the Nvidia stuff which was kind of rushed together at the last minute and had got it in before the big Nvidia customer show, but they, again, they were the first. Really made competitors mad. "Oh, we can do that too, it's no big deal." Well, it is a big deal from the standpoint of Pure was first, right? There's value in being first and from a standpoint of brand and mindshare. And if it's easier for you to integrate with partners like Cisco and other go-to-market partners like the backup guys you see, Cohesity and Veeam and guys like Catalogic are here. If it's easier to integrate you're going to have more integration partners and the go-to-market is going to be more facile, and that's where a lot of the friction is today, especially in the channel. >> The last thing I'll end with is we got a rain of confetti on us during the main general session today. The culture of Pure is one that is pervasive. You feel it when you walk into a Pure event. The Puritans are very proud of what they've done, of how they're enabling so many, 4800+ customers globally, to really transform their businesses. And that's one of the things that I think is cool about this event, is not just the plethora of orange everywhere but the value and the pride in the value of what they're delivering to their customers. >> Yeah, I think you're right. It is orange everywhere, they're fun. It's a fun company, and as I say they're alpha geeks when it comes to storage. And they love to be first. They're in your face. The confetti came down and the big firecracker boom when they announced that NVMe was going to be available across the board for zero incremental cost. Normally you would expect it to be a 15 to 20% premium. Again, a first that Pure Storage is laying down the gauntlet. They're setting the bar and saying hey guys, we're going to "give" this value away. You're going to have to respond. Everybody will respond. Again, this is great marketing by Pure because they're >> Shock and awe. going to do it and everybody's going to follow suit and they're going to say, "See, we were first. "Everybody's following, we're the leader. "Buy from us," very smart. >> There's that buy. Another first, this is the first time I have actually been given an outfit to wear by a vendor. I'm the symbol of Prince today. I won't reveal who you are underneath that Superman... >> Okay. >> Exterior. Stick around, you won't want to miss the reveal of the concert tee that Dave is wearing. >> Dave: Very apropos of course for Bill Graham auditorium. >> Exactly, we both said it was very hard to choose which we got a list of to pick from and it was very hard to choose, but I'm happy to represent Prince today. So stick around, Dave and I are going to be here all day talking with Puritans from Charlie Giancarlo, David Hatfield. We've also got partners from Cisco, from Nvidia, and a whole bunch of great customer stories. We're going to be right back with our first guest from the Mercedes-AMG Petronas Motorsport F1 team. I'm Lisa "Prince" Martin, Dave Vellante. We'll be here all day, Pure Storage Accelerate. (bright music)
SUMMARY :
brought to you by Pure Storage. What are some of the things that you've observed Pure is the first to do that. been the CEO since August of 2017, Pure's a billion, EMC at the time was $23, $24 billion, I loved the Domino's Pizza example that they talked about, Back in the day it was you would buy EMC for a block, that are actually making the decisions is kind of position the power of data where, and how do I get the skillsets applied to that data? We're going to be speaking, you mentioned Nvidia. if not the first to put that stake in the ground. so that the business can keep running as expected. and the go-to-market is going to be more facile, is not just the plethora of orange everywhere And they love to be first. and they're going to say, "See, we were first. I'm the symbol of Prince today. the reveal of the concert tee that Dave is wearing. We're going to be right back with our first guest
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Guy Kawasaki, Canva | DevNet Create 2018
>> Announcer: Live from the Computer History Museum, in Mountain View, California, it's theCUBE! Covering DevNet Create 2018, brought to you by Cisco. >> Hello and welcome back to theCUBE's exclusive live coverage here in Mountain View, California, the heart of Silicon Valley at the Computer History Museum for Cisco's DevNet Create. I'm here with Lauren Cooney, the analyst, for the Wikibon team and our next guest is I'm proud to have Guy Kawasaki here on theCUBE. Guy is, goes without mentioning, a legend in the industry. Currently, the chief evangelist for Canva author of Art of the Start, a real pioneer in entrepreneurship, tech entrepreneurship, tech evangelism. Guy, great to see you, thanks for joining us. >> Thank you. >> Among other things, you've done a lot of amazing things. Thanks for joining us. >> What better place to be. >> The tech culture now is so mainstream. You're seeing Facebook CEO draw in more audience than a Supreme Court justice. >> More people watched the Senate hearings yesterday-- >> He probably has more impact than a Supreme Court justice. >> He's running the world. The tech culture has really grown to be a mainstream...in the early days the computer industry when it was really the beginning of the revolution, the PC revolution, Macintosh and the PC, you were there. So much has happened. I mean, as you look back, I mean looked out at the young guns coming up, what's your view, what's your reaction to all this? You have these (mumbles) moments. >> What's your take on all this? >> I suppose many people would say, we never thought it would get to this point. It's turned destructive and negative and all that. But it's a short snapshot of time and, first of all, can we put the genie back in the bottle? No, so it doesn't really matter. But, all things considered, the democratization of computing, everybody has a computer, whether it's a phone or a computer. The democratization of the transfer of information, obviously some information may be faint, may be not what you like. But would we go back to a time where we send things by fax machines? Not at all, I mean all things considered, >> it's a great time to be alive. >> Democratization goes through these waves, democratization with the PC, democratization with the internet, democratization of web 2.0 and social media. The beginning of social media, about 15 years, maybe 10, whatever way you might want to mark it. And now democratization with data and AI is interesting. So you're having these waves of democratization. It's going to take some time to sort out. I mean, as you look at the tech trends, how do you make sense of it, or what do you get excited about? How do you surf that wave? (chuckling) If you're going to surf the wave, the big wave coming, which some say is block chain and cryptocurrency and decentralization. What's the wave that you're on, that's the question? >> To use a surfing analogy, if we're going to go down that rat hole, a good, experienced surfer knows where to sit, can look out and say, I'll take the fourth wave. And I'll sit in the right place, turn around at the right time, paddle at the right time, you know, all that. And then there's people like me. We sit in the same place, and every 15 minutes, the right wave comes along and catches us. Those are the two theories. >> I think if only predicting tech trends were as easy as predicting surfing. >> Interviewer: Timing's everything. >> Timing is everything, luck is a lot to do with it. We only learn about the Apples and the Googles and the Ciscos and the Facebooks and the Pinterests and the Instagrams. I think you think, well, there are these really smart people and they can predict the trend or cause a trend. I think it's more the game of big numbers where if you have enough surfers in the water, somebody's going to catch a wave. (chuckling) And then you can say, yeah, I knew he was the best surfer. >> But really, right place, right time. >> And you got to know what a wave looks like. >> Guy: Well, yeah. >> You got to be, like, okay, am I in a tide pool >> or am I on a boogie board. >> And to your point, you've got to be in the water. [John] Yeah, yeah. >> You can't be standing on the shore, saying I'm going to catch a wave. You have to be in the water, and if you're in the water, >> nine times out of ten you're going to get crushed. (chuckling) >> If you're not out in front of that next wave, you're driftwood. In surfing, people will jump and try to take your wave, this sounds like the tactic of the whole industry. >> Guy: Exactly, right, right. >> What waves do you see that are coming, in your mind. You've seen a lot of waves in your day. I mean, right now, what wave is exciting you right now. >> If you look at the waves, what's out there? >> What I learn about that is, you can only declare your intelligence and victory after the fact, right. I can tell you the internet of things is big. I can tell you that social media is big. I can tell you that computing is big. Problem is I could tell you that because I know it's big now. Can I tell you what's in the future, no. If I could...first of all I wouldn't tell you. (chuckling) So I think in a rare moment of humility it's the law of big numbers. Infinite monkeys typing at keyboards, somebody's going to come up with Beethoven. >> I want to ask you a question because I get asked this question a lot, Hey, John, you've been around a while. I want to catch that next big wave, I want to be in the next Google, I want to be rich on stock options. (Guy chuckling) I said, a lot of times the best companies where you take the most advantage of is when no one else wants to work there or no one yet knows it. We really can't say, Oh, I'm going to get rich on that company because by that time it's either too late and people are chasing the wrong thing. >> Guy: Absolutely. >> How do you give that same advice to someone? >> Listen, you're talking to a guy who quit Apple twice and turned down Steve once. So how smart could I be? (John chuckling) Now we can say Apple is the most valuable company in the world, you should have stayed there. Well, thank you very much, thanks for tell me now. I think it's really... I don't want to be too dramatic, but I could almost build a case that you should invest in or work for the most dumb-ass idea you heard of. Because at any given point-- >> Airbnb, we're going to rent out mattresses >> and give out cereal. >> Very good example, Airbnb. Let's face it, if somebody told you Airbnb, before there was Airbnb, you would say, So you're telling me that I'm going to rent a room from somebody I met on the internet, and I'm going to sleep in that person's house, hoping he's not a murderer or pedophile. On the flip side, you're saying, I'm going to rent out my room to someone who I hope is not a pedophile or an ax murderer. Or ebay...I'm going to buy this printer from 3000 miles away and I'm going to assume it works. Or I'm going to sell my good printer to someone 3000 miles away and assume that he's not going to say he never got it or that it didn't work and he wants a refund. So if you go down the line of all these ideas, you'd have to say at the time, nobody. Even take an extreme: Zappos. If you told me that women would buy shoes without trying them on, seeing them, smelling them, and touching them, I would tell you you're crazy. You'd buy a book that way. You'd buy a CD that way, you'd buy a DVD. Would you buy shoes, would you buy shoes without trying them on. >> I totally would. (laughing) Now I can say that. >> To Zappos's credit, some of the way it made that work is it offered shipping back for free. So there was really no risk. But I would have been a skeptic about Zappos. >> Well, it was one of those things for me, Zappos, where they shipped in one day so I could get them immediately, try them on and if they didn't work, I could ship them back and get a different size. It was no big deal, it was very low overhead. So that's one of the reasons that that worked. But I think when you mention all of these great things like Ebay and Airbnb, it's really part of the sharing economy with people really wanting to share the goodness of their goods with other people that need them. >> It's just really connecting those folks. >> Places like Oakland and San Francisco, where there are certain streets where you line up and you just get in the next car with a stranger, and you go to San Francisco with them. >> Lauren: Yeah. >> And it's not computerized or anything. It's just trust. >> I did that once and it was frightening. (laughs) You never know who the driver is going to be or how they're going to drive. >> But you did it. >> I did it. >> People do it every day. >> I know. >> I'm amazed. >> I did it once, but... (laughing) >> Let's ask you a question. What's the craziest idea that you've seen that worked and the craziest idea that didn't work. >> Let's start with the easy one. I had a company called garage.com, and we were a venture capitalist investment bank, so we got pitched all the time. One day, a guy comes in and says, I'm going to build... A dirigible hotel over San Francisco. So you stay in the dirigible. Another person said, We're going to build a geodesic dome over Los Angeles. And I can't remember if it was to keep the air pollution in or out. I'll just tell you one really great one. These people were from Seagate so they had Cray, they worked for Seagate. And they say, We have this patent-pending, curb-jumping, patent-pending whatever technology so that if you drop your laptop with your hard disk, the head won't crash into the hard disk and ruin the hard disk. And at the time, this was 15 years ago, that was a great idea, right. It wasn't solid state. Heads crashing into hard disks. >> Moving parts. >> Seagate, so this is a great idea. Every hard disk in every laptop should be like it. So we get in the car, we go to their office, and the receptionist says, Oh, they're running late because they're on the phone with IBM. IBM is really interested in using this technology for the IBM PC laptop. Keep us waiting, keep us waiting. And they get out, and, Yeah, IBM was really, they're so excited, they're ready to move. And I, like, we're really excited. And finally I said, Give me the jist, what is your technology, is it like some special chip that detects gravitational fall, it's too fast, it's got to be hitting the ground so it parks the head because it recognizes motion or whatever. And I swear to God, I swear to God, he brings out this piece of foam and he says this is military spec foam. So we take your hard disk, we put this foam thing around it, and we put it in the laptop. And I swear to God, I was having an out of body experience. >> You're telling me-- >> I drove all the way here-- >> That your proprietary technology is putting foam around the hard disk, and IBM is excited by this foam. So welcome to my life. >> So what are you up to now. Talk about your evangelism. I know you're a (mumbles) Mercedes. You have a bunch of things going on. You've been very prolific in social media. You were on the suggested user list from day one on Twitter. >> No, I wasn't. >> Oh, no, you weren't, that's right. But you have a zillion followers. >> That's why I have never forgiven Twitter for that. >> I thought they put you on. >> Guy: No. >> Okay, I stand corrected. >> You had to be an actress. >> Some tech people got on there, I know. >> Guy: Yeah. >> But I was not on. >> There you go. >> Measly 20,000 or so. But you got a million and a half followers active. You've really been prolific in a good way. (laughing) Engaging with communities. >> Yeah. >> What have you learned and how do you view this next generation of social because you're seeing the Facebooks, you're seeing LinkedIn. There's siloed platforms. Is there hope? What's your take on it, is it going to grow? >> I've come to the point where I always believe things are never as good or as bad as they seem. So I don't think it's as bad as people say. If these social media sites are selling my data, they're going to go broke selling my data. (laughs) I don't know how you could look at my data. First of all, I never look at ads, so go ahead, sell my data. I'm not going to look at the ad anyway. It doesn't matter. I think the ability to spread ideas, arguably good or bad, the ability to spread ideas with social media, all things considered, is better. It's going to be abused and all that. My father was a state senator in Honolulu, and we were into banner ads way before anybody else. Banner was literally a piece of cloth with his name on it that you staple to the side of a building, saying Vote for Duke Kawasaki. That was the nature of banner advertisement back then. Do I think that social media targeting and all that for sales is a good thing? Yes, I do. If you're a real estate broker, and you wanted to reach people who live in Silicon Valley, age 50 to 70, female or male or whatever, in such-and-such an income bracket, how else can you do it but Facebook? >> It's good and bad. >> That's why Facebook is so successful. >> The metadata is all about the clan and the culture, and I think putting ideas out there is a way to send your ideas into the ether, make it happen. So, that's key. Now, we're here at a developer conference, so one of the things that's also a big part of this community is the notion of how open source has become a tier one citizen, and it's really running the world. Which is also grounded in community as well. You have this ethos of community, ethos of software open. >> I believe in open source. I believe that the more intelligent people pounding on your stuff, the better it is. I'm an author, and what I do is, speaking in the sense of open source. So right now I'm about 80% done with my book. I put out a post on social media saying anybody that wants to review my book, test my book, send me your information. So I do this, I cut it off at about 280 people. I send them the Word document, the entire Word document of my book. Does that mean they can take it and publish it in China tomorrow, yes. But, from that, I get hundreds and hundreds of comments. >> John: Wisdom of the crowds, self-editing. >> Yeah, and they point out stuff that I never would have noticed because I'm too close to at this point. So is there a downside, yes. Is there piracy, yes. Arguably, would those pirates have bought the book anyway? No. >> Our content's all free. We're really big in China because they actually take it and translate it in the native language. >> Guy: Which you would never have done. >> With all the jargon, you can't hire a-- >> Guy: You would never have done that. >> Yeah, exactly. >> Guy, great to catch up with you. Thanks for coming on. What are you working on now, you mentioned the book, what's the book about? >> The book is called Wise Guy, and it's a compilation of the stories that have influenced my life. So it's not an auto-biography. It is not a memoir. Have you ever heard of the book Chicken Soup for the Soul? >> John: Yeah, yeah. >> You know, it's inspirational stories. This is miso soup for the soul. (laughing) So I'm working on that, TV evangelism with Canva is just going gangbusters. Brand ambassadors for Mercedes Benz. I'm on the board of directors of a company called Cheeze with a zee. It's an anti-social photo-sharing and vidoo-sharing app. And that's it. >> You've been an inspiration to many, great job of the year has been a big fan of your work. Thanks for coming on theCUBE. Really appreciate it. >> Thank you. >> Guy Kawasaki here inside theCUBE. We're at Devnet Create. This is Cisco's cloud developer conference. Different from their core Devnet Cisco Networking developer, and this is all about dev ops open source. And this is theCUBE bringing you all the action here in Mountain View, California. We'll be right back with more after this short break.
SUMMARY :
Covering DevNet Create 2018, brought to you by Cisco. author of Art of the Start, Thanks for joining us. The tech culture now is so mainstream. than a Supreme Court justice. Macintosh and the PC, you were there. The democratization of the transfer I mean, as you look at the tech trends, paddle at the right time, you know, all that. I think if only predicting tech trends I think you think, well, there are these And to your point, you've got to be in the water. You can't be standing on the shore, nine times out of ten you're going to get crushed. If you're not out in front of that next wave, I mean, right now, what wave is exciting you right now. I can tell you the internet of things is big. I want to ask you a question the most dumb-ass idea you heard of. I would tell you you're crazy. I totally would. To Zappos's credit, some of the way it made that work But I think when you mention and you go to San Francisco with them. And it's not computerized or anything. I did that once and it was frightening. I did it once, but... What's the craziest idea that you've seen so that if you drop your laptop And I swear to God, I was having an is putting foam around the hard disk, So what are you up to now. But you have a zillion followers. But you got a million and a half followers active. What have you learned and how do you view arguably good or bad, the ability to spread ideas and it's really running the world. I believe that the more intelligent people So is there a downside, yes. in the native language. What are you working on now, you mentioned and it's a compilation of the stories This is miso soup for the soul. great job of the year has been a big fan of your work. And this is theCUBE bringing you
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Action Item | How to get more value out of your data, April 06, 2018
>> Hi I'm Peter Burris and welcome to another Wikibon Action Item. (electronic music) One of the most pressing strategic issues that businesses face is how to get more value out of their data, In our opinion that's the essence of a digital business transformation, is the using of data as an asset to improve your operations and take better advantage of market opportunities. The problem of data though, it's shareable, it's copyable, it's reusable. It's easy to create derivative value out of it. One of the biggest misnomers in the digital business world is the notion that data is the new fuel or the new oil. It's not, You can only use oil once. You can apply it to a purpose and not multiple purposes. Data you can apply to a lot of purposes, which is why you are able to get such interesting and increasing returns to that asset if you use it appropriately. Now, this becomes especially important for technology companies that are attempting to provide digital business technologies or services or other capabilities to their customers. In the consumer world, it started to reach a head. Questions about Facebook's reuse of a person's data through an ad based business model is now starting to lead people to question the degree to which the information asymmetry about what I'm giving and how they're using it is really worth the value that I get out of Facebook, is something that consumers and certainly governments are starting to talk about. it's also one of the bases for GDPR, which is going to start enforcing significant fines in the next month or so. In the B2B world that question is going to become especially acute. Why? Because as we try to add intelligence to the services and the products that we are utilizing within digital business, some of that requires a degree of, or some sort of relationship where some amount of data is passed to improve the models and machine learning and AI that are associated with that intelligence. Now, some companies have come out and said flat out they're not going to reuse a customer's data. IBM being a good example of that. When Ginni Rometty at IBM Think said, we're not going to reuse our customer's data. The question for the panel here is, is that going to be a part of a differentiating value proposition in the marketplace? Are we going to see circumstances in which companies keep products and services low by reusing a client's data and others sustaining their experience and sustaining a trust model say they won't. How is that going to play out in front of customers? So joining me today here in the studio, David Floyer. >> Hi there. >> And on the remote lines we have Neil Raden, Jim Kobielus, George Gilbert, and Ralph Finos. Hey, guys. >> All: Hey. >> All right so... Neil, let me start with you. You've been in the BI world as a user, as a consultant, for many, many number of years. Help us understand the relationship between data, assets, ownership, and strategy. >> Oh, God. Well, I don't know that I've been in the BI world. Anyway, as a consultant when we would do a project for a company, there were very clear lines of what belong to us and what belong to the client. They were paying us generously. They would allow us to come in to their company and do things that they needed and in return we treated them with respect. We wouldn't take their data. We wouldn't take their data models that we built, for example, and sell them to another company. That's just, as far as I'm concerned, that's just theft. So if I'm housing another company's data because I'm a cloud provider or some sort of application provider and I say well, you know, I can use this data too. To me the analogy is, I'm a warehousing company and independently I go into the warehouse and I say, you know, these guys aren't moving their inventory fast enough, I think I'll sell some of it. It just isn't right. >> I think it's a great point. Jim Kobielus. As we think about the role that data, machine learning play, training models, delivering new classes of services, we don't have a clean answer right now. So what's your thought on how this is likely to play out? >> I agree totally with Neil, first of all. If it's somebody else's data, you don't own it, therefore you can't sell and you can't monetize it, clearly. But where you have derivative assets, like machine learning models that are derivative from data, it's the same phenomena, it's the same issue at a higher level. You can build and train, or should, your machine learning models only from data that you have legal access to. You own or you have license and so forth. So as you're building these derivative assets, first and foremost, make sure as you're populating your data lake, to build and to do the training, that you have clear ownership over the data. So with GDPR and so forth, we have to be doubly triply vigilant to make sure that we're not using data that we don't have authorized ownership or access to. That is critically important. And so, I get kind of queasy when I hear some people say we use blockchain to make... the sharing of training data more distributed and federated or whatever. It's like wait a second. That doesn't solve the issues of ownership. That makes it even more problematic. If you get this massive blockchain of data coming from hither and yon, who owns what? How do you know? Do you dare build any models whatsoever from any of that data? That's a huge gray area that nobody's really addressed yet. >> Yeah well, it might mean that the blockchain has been poorly designed. I think that we talked in one of the previous Action Items about the role that blockchain design's going to play. But moving aside from the blockchain, so it seems as though we generally agree that data is owned by somebody typically and that the ownership of it, as Neil said, means that you can't intercept it at some point in time just because it is easily copied and then generate rents on it yourself. David Floyer, what does that mean from a ongoing systems design and development standpoint? How are we going to assure, as Jim said, not only that we know what data is ours but make sure that we have the right protection strategies, in a sense, in place to make sure that the data as it moves, we have some influence and control over it. >> Well, my starting point is that AI and AI infused products are fueled by data. You need that data, and Jim and Neil have already talked about that. In my opinion, the most effective way of improving a company's products, whatever the products are, from manufacturing, agriculture, financial services, is to use AI infused capabilities. That is likely to give you the best return on your money and businesses need to focus on their own products. That's the first place you are trying to protect from anybody coming in. Businesses own that data. They own the data about your products, in use by your customers, use that data to improve your products with AI infused function and use it before your competition eats your lunch. >> But let's build on that. So we're not saying that, for example, if you're a storage system supplier, since that's a relatively easy one. You've got very, very fast SSDs. Very, very fast NVMe over Fabric. Great technology. You can collect data about how that system is working but that doesn't give you rights to then also collect data about how the customer's using the system. >> There is a line which you need to make sure that you are covering. For example, Call Home on a product, any product, whose data is that? You need to make sure that you can use that data. You have some sort of agreement with the customer and that's a win-win because you're using that data to improve the product, prove things about it. But that's very, very clear that you should have a contractual relationship, as Jim and Neil were pointing out. You need the right to use that data. It can't come beyond the hand. But you must get it because if you don't get it, you won't be able to improve your products. >> Now, we're talking here about technology products which have often very concrete and obvious ownership and people who are specifically responsible for administering them. But when we start getting into the IoT domain or in other places where the device is infused with intelligence and it might be collecting data that's not directly associated with its purpose, just by virtue of the nature of sensors that are out there and the whole concept of digital twin introduces some tension in all this. George Gilbert. Take us through what's been happening with the overall suppliers of technology that are related to digital twin building, designing, etc. How are they securing or making promises committing to their customers that they will not cross this data boundary as they improve the quality of their twins? >> Well, as you quoted Ginni Rometty starting out, she's saying IBM, unlike its competitors, will not take advantage and leverage and monetize your data. But it's a little more subtle than that and digital twins are just sort of another manifestation of industry-specific sort of solution development that we've done for decades. The differences, as Jim and David have pointed out, that with machine learning, it's not so much code that's at the heart of these digital twins, it's the machine learning models and the data is what informs those models. Now... So you don't want all your secret sauce to go from Mercedes Benz to BMW but at the same time the economics of industry solutions means that you do want some of the repeatability that we've always gotten from industry solutions. You might have parts that are just company specific. And so in IBM's case, if you really parse what they're saying, they take what they learn in terms of the models from the data when they're working with BMW, and some of that is going to go into the industry specific models that they're going to use when they're working with Mercedes-Benz. If you really, really sort of peel the onion back and ask them, it's not the models, it's not the features of the models, but it's the coefficients that weight the features or variables in the models that they will keep segregated by customer. So in other words, you get some of the benefits, the economic benefits of reuse across customers with similar expertise but you don't actually get all of the secret sauce. >> Now, Ralph Finos-- >> And I agree with George here. I think that's an interesting topic. That's one of the important points. It's not kosher to monetize data that you don't own but conceivably if you can abstract from that data at some higher level, like George's describing, in terms of weights and coefficients and so forth, in a neural network that's derivative from the model. At some point in the abstraction, you should be able to monetize. I mean, it's like a paraphrase of some copyrighted material. A paraphrase, I'm not a lawyer, but you can, you can sell a paraphrase because it's your own original work that's based obviously on your reading of Moby Dick or whatever it is you're paraphrasing. >> Yeah, I think-- >> Jim I-- >> Peter: Go ahead, Neil. >> I agree with that but there's a line. There was a guy who worked at Capital One, this was about ten years ago, and he was their chief statistician or whatever. This was before we had words like machine learning and data science, it was called statistics and predictive analytics. He left the company and formed his own company and rewrote and recoded all of the algorithms he had for about 20 different predictive models. Formed a company and then licensed that stuff to Sybase and Teradata and whatnot. Now, the question I have is, did that cross the line or didn't it? These were algorithms actually developed inside Capital One. Did he have the right to use those, even if he wrote new computer code to make them run in databases? So it's more than just data, I think. It's a, well, it's a marketplace and I think that if you own something someone should not be able to take it and make money on it. But that doesn't mean you can't make an agreement with them to do that, and I think we're going to see a lot of that. IMSN gets data on prescription drugs and IRI and Nielsen gets scanner data and they pay for it and then they add value to it and they resell it. So I think that's really the issue is the use has to be understood by all the parties and the compensation has to be appropriate to the use. >> All right, so Ralph Finos. As a guy who looks at market models and handles a lot of the fundamentals for how we do our forecasting, look at this from the standpoint of how people are going to make money because clearly what we're talking about sounds like is the idea that any derivative use is embedded in algorithms. Seeing how those contracts get set up and I got a comment on that in a second, but the promise, a number of years ago, is that people are going to start selling data willy-nilly as a basis for their economic, a way of capturing value out of their economic activities or their business activities, hasn't matured yet generally. Do we see like this brand new data economy, where everybody's selling data to each other, being the way that this all plays out? >> Yeah, I'm having a hard time imagining this as a marketplace. I think we pointed at the manufacturing industries, technology industries, where some of this makes some sense. But I think from a practitioner perspective, you're looking for variables that are meaningful that are in a form you can actually use to make prediction. That you understand what the the history and the validity of that of that data is. And in a lot of cases there's a lot of garbage out there that you can't use. And the notion of paying for something that ultimately you look at and say, oh crap, it's not, this isn't really helping me, is going to be... maybe not an insurmountable barrier but it's going to create some obstacles in the market for adoption of this kind of thought process. We have to think about the utility of the data that feeds your models. >> Yeah, I think there's going to be a lot, like there's going to be a lot of legal questions raised and I recommend that people go look at a recent SiliconANGLE article written by Mike Wheatley and edited by our Editor In Chief Robert Hof about Microsoft letting technology partners own right to joint innovations. This is a quite a difference. This is quite a change for Microsoft who used to send you, if you sent an email with an idea to them, you'd often get an email back saying oh, just to let you know any correspondence we have here is the property of Microsoft. So there clearly is tension in the model about how we're going to utilize data and enable derivative use and how we're going to share, how we're going to appropriate value and share in the returns of that. I think this is going to be an absolutely central feature of business models, certainly in the digital business world for quite some time. The last thing I'll note and then I'll get to the Action Items, the last thing I'll mention here is that one of the biggest challenges in whenever we start talking about how we set up businesses and institutionalize the work that's done, is to look at the nature of the assets and the scope of the assets and in circumstances where the asset is used by two parties and it's generating a high degree of value, as measured by the transactions against those assets, there's always going to be a tendency for one party to try to take ownership of it. One party that's able to generate greater returns than the other, almost always makes move to try to take more control out of that asset and that's the basis of governance. And so everybody talks about data governance as though it's like something that you worry about with your backup and restore. Well, that's important but this notion of data governance increasingly is going to become a feature of strategy and boardroom conversations about what it really means to create data assets, sustain those data assets, get value out of them, and how we determine whether or not the right balance is being struck between the value that we're getting out of our data and third parties are getting out of our data, including customers. So with that, let's do a quick Action Item. David Floyer, I'm looking at you. Why don't we start here. David Floyer, Action Item. >> So my Action Item is for businesses, you should focus. Focus on data about your products in use by your customers, to improve, help improve the quality of your products and fuse AI into those products as one of the most efficient ways of adding value to it. And do that before your competition has a chance to come in and get data that will stop you from doing that. >> George Gilbert, Action Item. >> I guess mine would be that... in most cases you you want to embrace some amount of reuse because of the economics involved from your joint development with a solution provider. But if others are going to get some benefit from sort of reusing some of the intellectual property that informs models that you build, make sure you negotiate with your vendor that any upgrades to those models, whether they're digital twins or in other forms, that there's a canonical version that can come back and be an upgraded path for you as well. >> Jim Kobielus, Action Item. >> My Action Item is for businesses to regard your data as a product that you monetize yourself. Or if you are unable to monetize it yourself, if there is a partner, like a supplier or a customer who can monetize that data, then negotiate the terms of that monetization in your your relationship and be vigilant on that so you get a piece of that stream. Even if the bulk of the work is done by your partner. >> Neil Raden, Action Item. >> It's all based on transparency. Your data is your data. No one else can take it without your consent. That doesn't mean that you can't get involved in relationships where there's an agreement to do that. But the problem is most agreements, especially when you look at a business consumer, are so onerous that nobody reads them and nobody understands them. So the person providing the data has to have an unequivocal right to sell it to you and the person buying it has to really understand what the limits are that they can do with it. >> Ralph Finos, Action Item. You're muted Ralph. But it was brilliant, whatever it was. >> Well it was and I really can't say much more than that. (Peter laughs) But I think from a practitioner perspective and I understand that from a manufacturing perspective how the value could be there. But as a practitioner if you're fishing for data out there that someone has that might look like something you can use, chances are it's not. And you need to be real careful about spending money to get data that you're not really clear is going to help you. >> Great. All right, thanks very much team. So here's our Action Item conclusion for today. The whole concept of digital business is predicated in the idea of using data assets in a differential way to better serve your markets and improve your operations. It's your data. Increasingly, that is going to be the base for differentiation. And any weak undertaking to allow that data to get out has the potential that someone else can, through their data science and their capabilities, re-engineer much of what you regard as your differentiation. We've had conversations with leading data scientists who say that if someone were to sell customer data into a open marketplace, that it would take about four days for a great data scientist to re-engineer almost everything about your customer base. So as a consequence, we have to tread lightly here as we think about what it means to release data into the wild. Ultimately, the challenge there for any business will be: how do I establish the appropriate governance and protections, not just looking at the technology but rather looking at the overall notion of the data assets. If you don't understand how to monetize your data and nonetheless enter into a partnership with somebody else, by definition that partner is going to generate greater value out of your data than you are. There's significant information asymmetries here. So it's something that, every company must undertake an understanding of how to generate value out of their data. We don't think that there's going to be a general-purpose marketplace for sharing data in a lot of ways. This is going to be a heavily contracted arrangement but it doesn't mean that we should not take great steps or important steps right now to start doing a better job of instrumenting our products and services so that we can start collecting data about our products and services because the path forward is going to demonstrate that we're going to be able to improve, dramatically improve the quality of the goods and services we sell by reducing the assets specificities for our customers by making them more intelligent and more programmable. Finally, is this going to be a feature of a differentiated business relationship through trust? We're open to that. Personally, I'll speak for myself, I think it will. I think that there is going to be an important element, ultimately, of being able to demonstrate to a customer base, to a marketplace, that you take privacy, data ownership, and intellectual property control of data assets seriously and that you are very, very specific, very transparent, in how you're going to use those in derivative business transactions. All right. So once again, David Floyer, thank you very much here in the studio. On the phone: Neil Raden, Ralph Finos, Jim Kobielus, and George Gilbert. This has been another Wikibon Action Item. (electronic music)
SUMMARY :
and the products that we are utilizing And on the remote lines we have Neil Raden, You've been in the BI world as a user, as a consultant, and independently I go into the warehouse and I say, So what's your thought on how this is likely to play out? that you have clear ownership over the data. and that the ownership of it, as Neil said, That is likely to give you the best return on your money but that doesn't give you rights to then also You need the right to use that data. and the whole concept of digital twin and some of that is going to go into It's not kosher to monetize data that you don't own and the compensation has to be appropriate to the use. and handles a lot of the fundamentals and the validity of that of that data is. and that's the basis of governance. and get data that will stop you from doing that. because of the economics involved from your Even if the bulk of the work is done by your partner. and the person buying it has to really understand But it was brilliant, whatever it was. how the value could be there. and that you are very, very specific,
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