Rachel Wolfson, CoinTelegraph | Monaco Crypto Summit 2022
(upbeat music) >> Okay, welcome back everyone to the Cube's live coverage in Monaco. I'm John Furrier, host of theCube. Monaco Crypto Summit is the event and there's a big conversation later at the yacht club with Prince Albert and everyone else will be there, and it'll be quite the scene. And Rachel Wolfson is here. She's with Cointelegraph. They're the media partner of the event, the official media partner of the Monaco Crypto Summit. She's also MCing the event on stage, presented by DigitalBits. Rachel, thanks for coming on. >> Thanks for having me, John. >> So I know you're busy, thanks for taking the time cause' you got to go jump back in and moderate, and keep things on track. This isn't an inaugural event. So DigitalBits has exploded on the scene. I just saw a thing on YouTube news around this soccer player in Rome, has DigitalBits logo on their jersey. They're a big to do cause everyone's popular and they got a couple teams. So real world, kind of, assets coming together, what's going on in the event that you're MCing? What's the focus? What's the agenda? What's some of the conversations like? >> Yeah, definitely. Well, it's a great event. It's my first time here in Monaco and I'm loving it. And I think that Monaco is really becoming the next crypto hotspot. Definitely in terms of Metaverse and Web3 innovation, I think that we're going to start seeing a lot of that here. That's what we're seeing today at the Summit. So a lot of the presentations that we're seeing are really focused on Web3 and NFT platforms, so for instance, obviously what DigitalBits is doing. We watched a video before the break on Ecosystem and the Metaverse that people can join and be a part of, in terms of real estate, but we're seeing a lot of innovation here today with that. I moderated a great panel with Britney Kaiser, Lauren Bissell, Taross, I'm blanking on his last name, but it was about blockchain and how governments are implementing blockchain. So that was also really interesting to hear about what the Ukrainian government is doing with blockchain. So there's kind of a mix, but I'd say that the overall theme is Web3 and NFTs. >> Yeah. Britney was mentioning some of that, how they're going to preserve buildings and artifacts, so that in case they're looted or destroyed, they can preserve them. >> Right. I think it's called the Heritage Fund. And I just think it's such an interesting use case in terms of how governments are using blockchain because the best use for blockchain in my opinion, is recording data, and having that data be permanent. And so when we can have artifacts in Ukraine recorded on the blockchain, you know by being scanned, it's really revolutionary. And I think that a lot of governments around the world are going to see that use case and say, "Oh wow, blockchain is a great technology for things like that." >> So DigitalBits had a press conference this morning and they talked about their exchange and some other things. Did you attend that press conference or did you get briefed on that? >> I did not attend the press conference. I was prepping for my MC role. >> So they got this exchange thing and then there's real interest from Prince Albert's foundations to bring this into Monaco. So Monaco's got this vibe, big time. >> Rachel: Right. There's a vibe (John chuckles) >> What does it all mean, when you're putting in your reporting? What do you see happening? >> So, I mean, I honestly haven't covered Monaco actually ever in my reporting. And John, you know I've been reporting since 2017, but the vibe that I'm getting just from this summit today is that Web3 and NFTs are going to be huge here. I'm speaking, I haven't... You know, there's a panel coming up about crypto regulations, and so we're going to talk a little bit about laws being passed here in Monaco in terms of Metaverse and digital identity. So I think that there are a few laws around that here that they're looking at, the government here is looking at to kind of add clarity for those topics. >> I had a couple guests on earlier. We were talking about the old days, a couple years ago. You mentioned 2017, so much has changed. >> Yes. >> You know, we had a up and down. 2018 was a good year, and then it kind of dived back and changed a little bit. Then NFTs brought it back up again, been a great hype cycle, but also movement. What's your take on the real progress that's been made? If you zoom out and look at the landscape, what's happened? >> Right. I mean, well, a lot has happened. When I first entered the space, I initially came in, I was interested in enterprise, blockchain and private networks being utilized by enterprises to record data. And then we saw public blockchains come in, like Ethereum and enterprises using them. And then we saw a mix. And now I feel like we're just seeing public blockchains and there's really... (John chuckles) But there's still our private blockchains. But today, I mean, we've gone from that in 2017 to right now, I think, you know, we're recently seeing a lot of these centralized exchanges kind of collapsing. What we've seen with Celsius, for instance, and people moving their crypto to hardware wallets. I think that the space is really undergoing a lot of transformation. It's really revolutionary, actually, to see the hardware wallet market is growing rapidly, and I think that that's going to continue to grow. I think centralized exchanges are still going to exist in custody crypto for enterprises and institutions, and you know, in individuals as well. But we are seeing a shift from centralized exchanges to hardware wallets. NFTs, although the space is, you know, not as big as it was a year ago, it's still quite relevant. But I think with the way the market is looking today, we're only seeing the top projects kind of lead the way now, versus all of the noise that we were seeing previously. So yeah, I think it's- >> So corrections, basically? >> Right. Exactly. Corrections. And I think it's necessary, right. It's very necessary. >> Yeah. It's interesting. You know, you mentioned the big players you got Bitcoin, Ethereum driving a lot. I remember interviewing the crypto kiddies when they first came out, it was kind of a first gen Ethereum, and then it just exploded from there. And I remember saying to myself, if the NFTs and the decentralized applications can have that scale, but then it felt like, okay, there was a lot of jocking for under the covers, under the hood, so to speak. And now you've got massive presence from all the VCs, and Jason Ho has like another crypto fund. I mean, >> Right. you can't go a day without another big crypto fund from you know, traditional venture capitalists. Meanwhile, you got investors who have made billions on crypto, they're investing. So you kind of got a diversity of investor base going on and different instruments. So the investor community's changing and evolving too. >> Right. >> How do you see that evolving? >> Well, it's a really good point you mentioned. So Cointelegraph research recently released a report showing that Web3 is the most sought after investment sector this year. So it was DeFi before, and Web3 is now leading the way over DeFi. And so we're seeing a lot of these venture capitalist funds as you mentioned, create funds allocated just to Web3 growth. And that's exactly what we're seeing, the vibe I'm getting from the Monaco Crypto Summit here today, this is all about Web3. It's all about NFT, it is all about the Metaverse. You know, this is really revolutionary. So I think we're definitely going to see that trend kind of, you know, conquer all of these other sectors that we're seeing in blockchain right now. >> Has Web3 become the coin term for Metaverse and NFTs? Or is that being globalized as all shifted, decentralized? What's the read on it? It seems to be like, kind of all inclusive but it tends to be more like NFT's the new thing and the young Gen Zs >> Yeah want something different than the Millennials and the Xs and the Boomers, who screwed everything up for everybody. >> Yeah. (John chuckles) No, I mean, it's a great question. So when I think of Web3, I categorize NFTs and the Metaverse in there. Obviously it's just, you know the new form of the internet. It's the way the internet is- >> Never fight fashion, as I always say, right? >> Right. Yeah. Right. (John chuckles) It's just decentralization. The fact that we can live in these virtual worlds and own our own assets through NFT, it's all decentralized. And in my opinion, that all falls under the category of Web3. >> Well, you're doing a great job MCing. Great to have you on theCube. >> Rachel: Thanks. I'd like to ask you a personal question if you don't mind. COVID's impacted us all with no events. When did you get back onto the events circuit? What's on your calendar? What have you been up to? >> Yeah, so gosh, with COVID, I think when COVID, you know, when it was actually really happening, (John chuckles) and it still is happening. But when it was, you know, >> John: Like, when it was >> impacting- shut down mode. >> Right. When we were shut down, there were virtual events. And then, I think it was late last year or early this year when the events started happening again. So most recently I was at NFT NYC. Before that, I was at Consensus, which was huge. >> Was that the one in Austin or Miami? >> In Austin. >> That's right, Austin. >> Right. Were you there? >> No, I missed it. >> Okay. It was a very high level, great event. >> Huge numbers, I heard. >> Yes. Massive turnout. (John chuckles) Tons of speakers. It was really informative. >> It feels like a festival. actually. >> It was. It was just like South by Southwest, except for crypto and blockchain. (John chuckles) And then coming up, gosh, there are a lot of events. I'll be at an event in Miami, it's an NFT event that's in a few months. I know that there's a summit happening, I think in Turkey that I may be at as well. >> You're on the road. You're traveling. You're doing a lot of hopping around. >> Yes I am. And there's a lot of events happening in Europe. I'm US-based, but I'm hoping to spend more time in Europe just so I can go to those events. But there's a lot happening. >> Yeah. Cool. What's the most important story people should be paying attention to in your mind? >> Wow. That's... (Rachel chuckles) That's a big question. It's a good question. I think most, you know, the transition that we're seeing now, so in terms of prices, I think people need to focus less on the price of Bitcoin and Ethereum and more on innovation that's happening. So for instance, Web3 innovation, what we're seeing here today, you know, innovation, isn't about prices, but it's more about like actually now is the time to build. >> Yeah. because the prices are a bit down. >> Yeah. I mean, as, you know, Lewis Hamilton's F1 driver had a quote, you know, "It takes a team. No matter who's in the driver's seat, it's a team." So community, Wayne Gretzky skates where the puck is going to be I think is much more what I'm hearing now, seeing what you're saying is that don't try to count the price trade of Bitcoin. This is an evolution. >> Right. >> And the dots are connecting. >> Exactly. And like I said, now is the time to build. What we're seeing with the project Britney mentioned, putting the heritage, you know, on the blockchain from Ukraine, like, that's a great use case for what we're seeing now. I want to see more of those real world use cases. >> Right. Well, Rachel, thanks for coming on theCube. I really appreciate it. Great to see you. >> Thanks, John. >> And thanks for coming out of your schedule. I know you're busy. >> Thanks. Now you get some lunchtime now and get some break. >> Yeah. Get back on stage. Thanks for coming on. >> Rachel: Thank you. >> All right. We're here at the Monaco Crypto Summit. Rachel's MCing the event as part of the official media partner, Cointelegraph. Rachel Wolfson here on theCube. I'm John Furrier. More coverage coming after this short break. >> Thank you. (upbeat music)
SUMMARY :
and it'll be quite the scene. So DigitalBits has exploded on the scene. So a lot of the presentations how they're going to preserve And I just think it's such or did you get briefed on that? I did not attend the press conference. and then there's real interest Rachel: Right. but the vibe that I'm getting I had a couple guests on earlier. the landscape, what's happened? NFTs, although the space is, you know, And I think it's necessary, right. I remember interviewing the crypto kiddies So the investor community's and Web3 is now leading the way over DeFi. the Xs and the Boomers, It's the way the internet is- And in my opinion, Great to have you on theCube. I'd like to ask you But when it was, you know, And then, I think it was late last year Were you there? It was a very high level, great event. It was really informative. It feels like a festival. I know that there's a summit happening, You're on the road. just so I can go to those events. What's the most important story now is the time to build. because the prices the puck is going to be putting the heritage, you know, Great to see you. I know you're busy. Now you get some lunchtime Get back on stage. We're here at the Monaco Crypto Summit. Thank you.
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2022 007 Sajjad Rehman and Nilkanth Iyer
>>Everyone welcome back to the cubes, unstoppable domains partner showcase. I'm John furrier, host of the cube. This segment, this session is about expansion into Asia, Pacific and Europe for unstoppable domains. It's a hot start-up in the web three area, really creating a new innovation around NFTs crypto, single sign-on and digital identity giving users the power like they should. We've got two great guests, the Jod ramen head of Europe and Neil Katz on is Neil I, our head of Asia. So John Neil, welcome to this cube and let's talk about the expansion. It's not really expansion. The global economy is global, but showcase here about unstoppable was going to Europe. Thanks for coming on. >>Thanks John. >>So we're living in a global world, obviously crypto blockchain, decentralized applications. You're starting to see mainstream adoption, which means the shift is happening. There are more apps coming and it means more infrastructure and things got to get easier, right? So, you know, reduce the steps it takes to do stuff makes the Wallace better. Give people more secure. Access can control the day. This is what unstoppable is all about. You guys are in the middle of it. You're on this wave. What is the potential of web three with unstoppable and in general in Asia and in Europe, >>I can go first. So now let's look at the Asia market. I mean, typically we see the us market, the Europe markets for typical web two.zero software and infrastructure is definitely the larger markets with us, typically accounting for about 60% and you know, Europe about 20 to 30% and Asia has always been small, but we see in this whole world of blockchain, crypto web three.zero Asia already has about 116 million users. They have more than 35 local exchanges. And if you really look at the number of countries in terms of the rate of adoption of many of the Asian countries, which probably would have never even heard of like Vietnam actually topping the list, right? One of the reasons that this is happening again, if you go through the Asian development banks, latest report, you have these gen Z's and millennials of that's 50% of the Asian population. >>And if you really look at 50% of the Asian population, that's 1.1 billion people out of the total, 1.8 billion gen Z and millennials that you have in the world. And these folks are digital native they're people. In fact, our mobile first and millennials. Many of us like myself at least are people who are digital. And 20% of the world's economy is currently digital and the rest 40 to 50%, which is going to happen. It's going to happen in the web three dot four world. And that's going to be driven by millennials and gen Zs. I think that's why this whole space is so exciting because it's being driven by the users by the new generation. I mean, that's my broad thought on this little thing. >>I want to just comment on Asia also in the other areas where mobile first came, you had the end, the younger demographics, absolutely driving the change because they're like, well, I don't want the old way. They've got, they can write, write from scratch at the beginning, they're using the technologies that has propelled the crypto world. I mean, that is absolutely true. Everyone's kind of seeing that. And that's now influencing some of these developer nations, like say in Europe, for instance, and even north America, I think years more advanced than north America in my opinion, but we'll get to that. Oh, so potential in Europe. So John could take us through your thoughts on as head of Europe for >>Absolutely so news, right? I think the issue is way ahead in terms of gen Z user golfing, critical Jordan was actually a distant second, but it's a rising tool that actually has the highest transaction. Like they will be retro or last year and a half. And you know, if you dig a bit deeper, I'd say, arguably, I think the opportunity in web three is perhaps the largest and perhaps it can mean the most withdrawal Jora for the last decade has been trailing behind Asia and north America when it comes to. But I think unicorns and I think that we can provide a step change opportunity. This belief for me, stems from the fact that Jordan on a seat, right? Like for example, GDPR is focused on enabling real data ownership. And I think I recently read a paper out of Stanford by Patrick Henson speaks about being the best bot paper, enabling patient sovereign. >>So what that means is you just spend tool the data they've been to the internet and they harness the value from it. And on one hand while, you know, verb is enabling that regulation that could bring that forward when she actually brings it into action. So I think with what enablement better regulation, and we'll see more hubs like the crypto valley in Switzerland popup that we're bring, I think normal regulation, the right regulation. We can expect what info capital for builder talent that then drives more adoption. So I think the prospects for Europe in terms of usage, as well as builders are quite right. >>Yeah. And I think also you guys are in areas where the cultural shift is so dramatic. You mentioned Asia that they have demographics. Even the entrepreneurial culture in Europe right now is booming. You look at all the venture back startups and the young generation building companies. And again, cloud computing is a big part of that as obviously. But look at compared to the United States, you go back 15 years ago, Europe was way behind on, on the startup scene. Now it's booming and pumping on all cylinders and kind of points at this cultural shift. It's almost like a generational, you know, it's like the digital hippies changing the world. You know, they're web three. It's kinda, I don't want to be web to web two is so old. You know, I don't want to do that. And it's all because it's changing, right? And there are things that inadequate with web two on the naming system, also the arbitrage around fake information, bots users being manipulated, and also, you know, merchandise and monetize through these portals. And that's, that's kind of ending. So talk about the dynamic of web two, three at those areas. You've got users and you've got companies who build applications, they're going to shift and be forced in our opinion, and want to get a reaction to that. Do you think applications are going to have to be web three or users will reject them? >>Yeah, I think I jumped in and I'm not Neil's sport. I think the, the back is built on Q principles, right? Decentralization or ship and compostability. And I think these are binary. So, you know, if, if I look far down the future, I don't see a future where you have just whipped V I think there's gonna be a coexistence or cooperation between bamboo companies. I think there's going to be a sliding scale to decentralization versus PlayStation similarity, you know, ownership. And I think users will find what works best for them in different contexts. I think what installed this link is potentially providing the identity system correctly and that's, we were powerful that account being better on blockchains, then the naming system we had for web, right? The, the identity system serve focus, Paul, taking that you as a personal identifier that, so blockchain to me mean they're attaching all kinds of attributes that define who you are, the physical and digital world, and then filling out information that you can transact on the basis of. And I think that users would as the or future, right with, you know, InBev to more of the users were essentially consumers or readers of the internet and in bed with more technology platforms taking shape and getting proliferation that you would see more than just being actually writers, publishers, and developers on the internet. And they were value owning the data and to harness the most model valuable. So I think a basketball with bonds, and I think that's the future. I see that >>Well, I think you put it very, very nicely. So the other thing you've covered most of the points, I think, but I'm seeing a lot of different things that are happening in the ground. I think a lot of the garments, a lot of the web two.zero players, the traditional banks, these guys are not sitting quiet on the blockchain space. There's a lot of pilots happening in the blockchain space, right? I'm mean I can give you real life examples. I mean, one of the biggest example is in my home state of Maharashtra and Mumbai is they actually partnered with the polygon MarTech, right? Actually built a private blockchain based capability to, you know, kind of deliver your COVID vaccination certificates with the QR code it. And that's the only way they could deliver that kind of volumes in that shorter time. But the kind of user control the user control the user has on the data that could only be possible because of blockchain. >>Of course, it's still private because it's healthcare data. Now, they still want to keep it, or, you know, something that's not fully on a blockchain, but that is something, a similarly view. There is a consortium of about nine banks who have actually been trying to work on making things like remittances or trade finance, much, much easier. I mean, remittances through a traditional web two.zero world is very, very costly. And especially in the Asian countries, but a lot of people from Southeast Asia work across the world and send back money home. It's a very costly and a time taking affair. So they have actually partnered and built a blockchain based capability. Again, in a pilot stage, we kind of reduce the transaction costs. Like for example, if we just look at the trade finance space where there are 14 million traders who do 2.4, $5 trillion of transaction, now they were able to actually reduce the time that it takes from eight to nine days to about two to three days. So to add onto what you're saying, I think these two worlds are going to meet and meet very soon. And when they meet what they need is a single digital identity, a human readable way of being able to send and receive and do commerce. I think that's where I see unstoppable domains, very nicely positioned to be able to integrate these two worlds. So that's, that's my thought on >>Great point. I was going to get into which industries and kind of what areas you see in your air and geographies, but it's a good point about saving time. I liked how you brought that up because in these new waves, you either got to reduce the steps. It takes to do something or save time, make it easy. And these are the, this is the successful formula in anything, whether it's an app or UI or whatever, but what specifically are they doing in your areas? And, and what about unstoppable? Are they attracted to, is it because of the identity? Is it because of the, the apps is because of the single sign on what is that? What is the reason that they're leaning in and unpacking this further into their pilots? >>Do you want to take that because >>I am having these dumping it'd be warranted. So I think, and let me clarify the question, John you're, you're talking about companies looking at departments of our production partner. >>Yeah. What are they seeing and what are they seeing as the value that these pilots we heard from Neil Canada around the, the, the financial industry and obviously gaming gaming's one it's obvious, huge financial healthcare. I mean, these are obviously verticals that are going to be heavily impacted in a positive way. Where, what are they seeing as the value what's getting them motivated to do these pilots? Why they, why they jumping in with, with both feet, if you will, on these projects, is it because it's saving money? Is it time? What, or, or both, is it ease of use? Is it the, is it the user's expectations trying to tease out how you guys see that evolving? >>Yeah. Yeah. I think, I think the, the, this is still spaces. The movement is going very fast, but I think the space has been young. And right now a lot of these companies are seeing the potential that, that few offers. And I think the key dimensions, like the possibility isn't leadership ownership. So I think the key thing I'm seeing in you is these web companies seeing the momentum and looking to harness that book by enabling bridges web. One of the key trends in water has been FinTech. I think over the last five to six years, we'll have the Revolut and 26 platforms, new banks and super finance. So perhaps rising to the forefront and they are all enabling or connecting a page with them in some shape and form either any of them creating a crypto, some are launching their own native wallets. And these are essentially ways that they can one crack users. >>So the gen Z who are looking for war with finance to get them on board, but also to look to, you know, enable more adoption by data on users, one, not using these services that potentially create new revenue streams and, and create allocation of capital that they could not access to have access to otherwise. So I think that's one brand I'm seeing over here. I think the other key trend is in your use has been games. And again, that links are damaged. We have to, that is called the MetAware. So a lot of game companies are looking to step into game five, which is again, completely different. This is more work traditional game companies use use similarly metal versus we, again, worship creates a different business model and they see that users and gamers of the future were born to engage with that versus just being more eyes on the business of question or our ads. And I think that's something that they're, you know, becoming a bit off and quickly the space launching the one better versus, or are gained by applications or creating a comfortability with these, these, these, >>You know, I wanted to get it to this point, but I was going to ask about the community empowerment piece of this equation because she's identity is about the user's identity, which implies they're part of a community. Web three is very convenient community centric, but you mentioned gaming. I mean, people who have been watching the gaming world like ourselves, know that communities and marketplaces have been very active for years, many years, you know, over 15 years community, you know, games, currency in game activity has been out there. Right. But siloed within the games themselves. So now it seems that that paradigm is coming in and empowering all communities. Is this something that you guys see and agree with? And if so, what's different about that? What, how are our, how our communities being empowered? I guess that's the question. >>Yeah. I can maybe take that too. So, I mean, I've also heard of vaccine I'm in a 40% of their user base in Vietnam. And the average earning that a person makes in a month out of playing this game is more than the, you know, national daily or, you know, minimum wage that is there. Right. So that's the kind of potential actually going back as a combination of actually answering your earlier question, I think, or, and about what Sadat said, what's really unique in Asia is we still have a lot of unbanked people, right? So if you really look at the total unbanked population of the world, it's 1.6 billion and 24% of that as a nation, almost 375 million people are an issue. So these are people who do not have access to finance or credit. So the whole idea is how do we get these people on to a banking system on to peer peer, to peer lending out kind of peer to peer finance kind of capabilities? >>I think, you know, again, unstoppable domains kind of helps in that, right? If you just look@thepurethatthree.zero world and the complex, you know, technical way in which, you know, money or other crypto is transferred from one wallet to the other, it's very difficult for an un-banked person who probably cannot even do basic communication, cannot read and write, but actually be able to do it, but something that's very human readable, something that's very easy for him to understand something that's visual, something that he can see on his mobile with, you know, two G network. We are not talking of the world is talking about 5g, but there are parts of Asia which are still using two G and you know, two point 5g kind of network. Right? So I think that's one key use case. I think the banks are trying to solve because for them, this is a whole new customer segment. >>And sorry, I actually went back a little bit to your earlier question, but you know, coming back to this whole community building, right? So on March 8th, we're launching something called us women of web 3.0, that is three. This is basically to again, empower. So if you, again, look at Asia, you know, women, you know, need a lot of training. They need a lot of enablement for them to be able to leverage the power of that three.zero. I can talk about India because being from India, a lot of the women do not, you know, they, they do all the, you know, small businesses, but the money is not taken by middlemen or taken by their husbands, but fundamentally the money comes to them because that's what they use to educate their children. And it's the same thing in a lot of other, Southeast Asian countries as well. I think it's very important to build those communities or communities of women entrepreneurs. I think this is a big opportunity to really get the section of society, which probably, you know, will take 10 more years. If we go for the normal one to web two.zero progression where the power is with corporations and not with the individual. >>And that's a great announcement, by the way, you mentioned the $10 million worth of domains being issued out for this is democratization is what it's all about. Again, this is, you know, a new revolution. I mean, this is a new thing, so great stuff, more education, more learning, and can get the banks up and running, get those people banking because once they're banking, they get wallets, right? So they need the wallet. So let's get to the real meat here. You guys are in the territory, Europe and Asia, where there's a lot of wallets. There's a lot of exchanges because that's, they're not in the United States is few of them there, but most of them outside the United States and you got a lot of di apps developing, you know, decentralized applications. Okay. So you've got all this coming together and your territory, what's the strategy is that what's the strategy. How are you gonna attack that? You've got the wallets, you've got the exchanges and you've got D applications. You, >>Yeah. so I think just quickly there, I think one point is the Neil very expressive, beautifully is the final conclusion that that is something that has been inspired me, how better we can make it more inclusive that inspired mine. Yeah. I think for us, I think when a bit at the base star, when it comes to your right and the, the key focus in, in, in terms of our approach would be that the more do two dates, one, we want increase the utility of these domains. And the second thing is we weren't via proliferation with, with, with our partners. So when I speak on utility, I think utility is when you have a universe like depart, which is a domain name, and then you have these attributes around it, right? What, what that defines your identity. So in, in the context in Europe, we would look to find partners to help us enrich that identity around the domain name. >>And that adds value for users in terms of acquiring new leads and new blinds. And all the other element comes proliferation. I think it's about working with all those crypto and participants, as well as the adjacent companies, parents services who can help us educate current and future upcoming three users about the utility of domain names and help us onboard them to the, the. So I think that's going to be the general focus. I think the key is that as well, and hopefully it will be having watch regulation, you that allow us to do this at a visual level, but at the outset, I think it's going to be tackling it. Can't be by, can't be identified on this where there's deeper, better patient for and then making sure that we are partnering with local project partners that are demanding for local communities there. So, yeah, that's my view in, >>Oh, I think, yeah. So again, in Asia, once you have a significant part of Manatee living in Asia, right? So obviously I know obviously all the other challenges and the opportunities that we talk about, I think the first area of focus would be educating the people on the massive opportunity that they can not, they have, and if you're able to get them in early, I think it's great for them as well, right? Because by the time, you know, governments regulations and a large banking financial companies move, but if we can get the larger population or, you know, into this whole space, it's, it's good for them. So they are first movers in that space. I think we're doing a lot of things on this worldwide. I think we have done more than a hundred Pasco podcast, just educating people on water's web feed or, or, you know, waters, what are NFP domains, what is defy and, you know, so on and so forth. >>I think it would need some bit of localization customization in Asia, given that, you know, India itself has about 22 languages. And then there are the other countries which each of them have their own local languages and, you know, syntax, semantics and all those things. So I think that that is very important to be able to disseminate the knowledge or though it's it's global. But I think to get the grassroot people to understand the opportunity, I think it would need some amount of work that I think also building communities. I think John, you talked about communities so that such I'd talk about communities. I think it's very important to build communities because communities create ideation. It talks about people share their challenges so that people don't repeat the same mistakes. Also. I think it's very important to build communities based on impressed. I think we all know in the technology world, you can build communities and on telegram, telegram, discard, Twitter spaces and all those things. >>But, you know, again, when we're talking about financial inclusion, we're talking of a different kind of community building. I think that that would be important. And then of course I will, you know, kind of primarily from a company perspective, I think getting the 35 odd exchanges in Asia, the wallets to partner with us, just as an example, you know, they hired till September of last year, about 3,500 apps in just one quarter at double two, 7,000 tabs on their platform. But that is the pace or the speed of innovation that we are seeing on this whole, you know, three dot old space. I think it's very important to get those key partners. We're developing those dots or see the power of single sign on having a human readable, digital identity, being able to seamlessly transfer your assets, digital assets across multiple crypto's across multiple NFT when the market places and so on. So >>Yeah, and I think the whole community thing too is also you seeing the communities being part of certainly in the entertainment area and the artistry creator world, the users are part of the community own it too. So it goes both ways, but this brings up the marketplace too, as well, because you ha you guys have the opportunity to have trust built into the software layer, right? So now you can keep the reputation data. You don't, you can be anonymous, but it's trustworthy versus bots, which we all know bots can be killed and then started again with, and no one knows what the timeline has been around. So, you know, the whole inadequacy of web too, which is just growing pains, right? This is what it'll evolution looks like, you know, next to them, traction layer. So I love that vibe. How advanced do you think that thinking is where people are saying, Hey, we need this abstraction layer. We need this digital identity. We need to start expanding our applications so that the users can move across these and break down those silos where the data is cause that's, this is like the problem, right? It's the data silos that are holding it back. What'd you guys' reaction to that? The, the killing the silos and making it horizontally scalable. >>Yeah, I think it's, it's not problem. It is a problem of people who understand technology. It's a problem of a lot of the people in the business who want to compete effectively against those giants, which are holding all the data. So I think those are the people who will innovate and move again, coming back to financial inclusion, coming back to the unbanked and those guys just want to do their business. They want to live their daily life. I think that's not where you'll see, you will see innovation in a different form, but they're not going to disrupt the disruptors. I think that would be the people that are fintechs. I think they would be the first to move on to something like that. I mean, that's my humble opinion. >>Absolutely. I, I got you on creators, right? So like I said earlier, right, we are heading for a future where more creators on the internet, whether you're publishing, writing something, you're creating video content. And that means that the data they own, because that's their data, they're bringing it to the internet. That's more powerful, more useful, and they should be reprocessed on that basis. So I think people are recognizing that and they've been using the proposal and as they do that, they were warranties systems that enabled them to work permissions with data. They will want to be able to control what the permission and what they want to provide, adapt. And at the end of the day, you know, these applications have to work backwards from customers and keep the customers looking for, but that then, and ask where passport for >>The users want freedom. They want to be able to be connected and not be restricted. They want to freely move around the global internet and do whatever they want with the friends and apps that they want to consume and not feel arbitrage. They don't want to feel like they're kind of nailed into a walled garden and, you know, stuck there and having to come back. It's the new normal. If >>They don't want to be the, they don't want to be the product. They >>Don't want to be the perfect gentlemen. Great to have you on great conversation. We're going to continue this later. Certainly want to keep the updates coming. You guys are in a very hot area in Europe and Asia Pacific. That's where a lot of the action is happening. We see the entrepreneurial activity, the business transformation, certainly with the new paradigm shift and this big wave that's coming. It's here. It's mainstream. Thanks for coming on, sharing your insights. Appreciate it. >>Thanks for the opportunity. >>Great conversation. All the actions moving and happening real fast. This is the cube unstoppable debates partner showcase with I'm John for your host. Thanks for watching.
SUMMARY :
It's a hot start-up in the web three area, reduce the steps it takes to do stuff makes the Wallace better. One of the reasons that this is happening again, if you go through the Asian out of the total, 1.8 billion gen Z and millennials that you have in the world. I want to just comment on Asia also in the other areas where mobile first came, you had the end, And you know, if you dig a bit deeper, I'd say, arguably, So what that means is you just spend tool the data they've been to So talk about the dynamic of web two, if, if I look far down the future, I don't see a future where you have I mean, one of the biggest example is in my home state And especially in the Asian countries, but a lot of people from Southeast Asia work across I was going to get into which industries and kind of what areas you see in your air and geographies, and let me clarify the question, John you're, you're talking about companies looking at departments of our Is it the, is it the user's expectations trying to tease out how you guys see I think over the last five to six years, we'll have the Revolut and 26 but also to look to, you know, enable more adoption I guess that's the question. is more than the, you know, national daily or, you know, minimum wage that is I think, you know, again, unstoppable domains kind of helps in that, I think this is a big opportunity to really get the section of society, And that's a great announcement, by the way, you mentioned the $10 million worth of domains being issued out for So in, in the context in Europe, we would look to find partners to So I think that's going to be the general focus. by the time, you know, governments regulations and a large banking financial companies move, I think we all know in the technology world, you can build communities and speed of innovation that we are seeing on this whole, you know, three dot old space. Yeah, and I think the whole community thing too is also you seeing the communities being part of certainly in the entertainment I think that would be the people that are fintechs. And at the end of the day, you know, these applications have to work backwards like they're kind of nailed into a walled garden and, you know, stuck there and They don't want to be the, they don't want to be the product. Great to have you on great conversation. This is the cube unstoppable debates partner
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Shawna Wolverton, Zendesk | AWS re:Invent 2020
>>from >>around the globe. It's the Cube with digital coverage of AWS reinvent 2020 sponsored by Intel, AWS and our community partners. >>Hi. >>And welcome to the Cube. Virtual in our coverage of aws reinvent 2020. We have a cube virtual, and I'm your host, Justin Warren. And today, my guest is Shauna Wolverton, executive vice president of product at ZENDESK. And she's coming to us from Oakland, California. Shauna, welcome to the >>Cube. Thanks so much for having me. It is >>It is lovely to be here. How's the weather over there? In Oakland, >>we just suddenly went from summer to winter, which, uh, after the weather we've had is no complaints. >>All right, Well, as as a resident of Melbourne, where we have four seasons in one day, I am very familiar with rapid weather changes. So, uh, hopefully it's not too cold for you, and you get a little bit of nicer weather just before you go fully into winter. Absolutely. Now Zendesk and Amazon have a pretty close relationship is my understanding, and we know that Amazon is famous for its customer center at attitude. Wonderful thing about customers, of course, is that they're never really happy with everything that we have. So zendesk fit in with that with that relationship with Amazon. And how is your approach to customer? >>Yeah. I mean, the relationship we have with them is I'm really excited. Really Have gone all in on our move to the cloud. There are sole provider on DWI run all of our services, um, on AWS. And in addition, we have some great partnerships with, uh, Jacob Amazon Connect, which allows us to provide great telephony and call center services to our customers. We have a great partnership around event bridge and a zwelling app connect. So I think there is a fantastic relationship that we have where we're able to deliver not just our basic services, but to really take advantage of a lot of the services that Amazon on AWS provide s so that we can sort of accelerate our own roadmap and deliver great new features to our customers. >>Now, a lot of people have gone through a pretty similar adoption of the cloud of the moment. Unfortunate reason for doing so. But it certainly has driven the adoption very, very quickly. Uh, zendesk, of course, as you say, has been has been doing this for quite some time. So what have you noticed that stayed the same eso from last year to this year? What were you already doing that you're now noticing? Everyone else's discovering. Actually, this is pretty good. >>Well, you know, I think you know the rumors of of the call center and and the telephone as a channel. Their demise are greatly exactly. I think, um, for us. Much as we're all excited about chat and messaging and all of the different ways that we can connect with our customers, there's something about having a phone number and allowing people to pick up the phone and talk to a human that refuses to go out of style. And so I think, um, you know, our partnership with, uh with Amazon connection has been hugely powerful and even, you know, recently when a lot of this sort of acceleration has picked up, we've seen, um, you know, we saw a customer who had a power failure kind of massive failure of their own phone system. Be able thio, come to us, get, get, connect up and running incredibly quickly and start taking thousands of calls a day and that kind of sort of quick time to value fast start ability for our customers. Just this hugely important. Um, now. But really, you know, that's always been true, right? >>Yeah. I mean, when people want to call you and they want to talk to you, then they're not really happy If they can't get through that and particularly right now, being able to make that human human connection for me, I know that that that's been a really important part of getting through this. I work remotely most of the time. So actually, speaking to humans as we're doing now is is really refreshing change from just seeing everything on on a text screen. Um, so yeah, so it's It's interesting that the phone has actually has been so resilient, even though we were here from Ah, lot of young people say, Oh, we never answer the phone when someone calls, uh, but a lot of people are actually calling into businesses when they wanna make contact or when they when they don't see things on the website. So >>how does >>zendesk help, too, to integrate with what people are doing in their online and digital channels through to what they're doing with phone system. >>Yeah, but I think fundamentally people want their questions answered. One of my favorite studies that we did was around our benchmark study and we talked to Millennials. They said the first place they go to get help to their phone, but when you push it a little deeper, it was clear that they actually didn't know that the phone was for making phone calls. It was just all of the other help centers like like the first way that a lot of people today are looking for. Answers is, you know I wanna google it. And for that you need a really great help center has all that information out there and then you want toe have, you know, communities where people can talk to each other and get help. And then, you know, Mawr and Mawr. We're seeing the rise of messaging as a channel, both through the social channels like WhatsApp and Facebook Messenger Aziz Well, Azaz native messaging kind of ongoing conversations. He you ordered your dinner. It hasn't arrived. It's so great to be able to go into those applications and just message to the business and figure out what's what's going on and get that sort of instantaneous response as well, >>right? And you shared some stats with this regarding how much has moved across to some of these things phone based messaging channels. So tickets coming in has risen about 50% on DCA, paired to some gains on on live chat. So people are really embracing the idea of being about a message, not just individual talking to your friends in the group chat, but actually using that to engage with with the companies that they would normally use websites or or phone. It's like text chat is a thing. >>Yeah, I mean, it was funny to me. You know, I think we're still, uh, in the U. S. Not quite as far along as a lot of our international friends. When I when traveling was a thing that we did, you know, I was always like it was cool to see that there were billboards and ads that had what that phone numbers on them is a really, you know, way that businesses were wanting to engage. I mean, you think about be wanting to be where your customers are today. So many of us, um do have you know what's happened? Wechat and line and vibrant. They're all in our pocket. And being able to provide all of those two businesses is a new way to engage. I think we're finding is hugely powerful, >>right? So with with all of these dynamic changes that have been happening, and it sounds like it's actually just sort of riding the wave of what customers were already doing, we're just doing it just that little bit mawr. But have you noticed any other larger changes? Possibly ones that aren't related thio a pandemic, Just general shifts that have been happening that you've seen in your customer base? >>Yeah. I mean, like I said, I think so much of what we're seeing is that people, uh, in general want answers quickly, and whether it's a phone call is great. And like I said, people are not going to stop calling. But I think people want to make sure less than like, I need a human to have a conversation I want. I want the answer quickly, and that's where we're really focused in both thinking about how we provide tools around automating some of getting those answers using, uh, a i N m l so that people can come to us, ask questions and we can get them the best answer very quickly without, um, having Thio engage a person. I think things idea of quick resolution is clearly becoming one of the most important things in customer sentiment. I think we know that, um, Mawr and Mawr. This idea of how quickly I can get my question's resolved or how easy it is for me to do business with you is a huge differentiator in how people make buying >>choices. Mm. On that. That automation has long been a new track tive idea. I mean, I'm I'm old enough to remember expert systems and and having a go at doing this kind of heavily automated way of resolving particularly common issues. And I mean, we were familiar with Coulson, a chat scripts. Where there's here are the top three issues and or it will be in the I V. R. Where it's like we're currently experiencing this particular problems, so that resolves your question quite quickly. But there's been a big rise in things like chatbots and and the use of AI. How far advanced. Is that because I still remember some of the early forays into that were a little bit flaky, and that could actually exacerbate the poor customer experience. I'm already having a problem, and and now you're chatbots getting in the way. Have they gotten a lot better? Are they Are they up to the challenge? >>Yeah. I mean, I think what's really critical when you're thinking about automation? Um, in the conversations you're having with customers, it's it's two things. One Don't try to hide that. That you're a computer. No, no, my name is Chad. I am. I am a human. Um, you're not in the vault. Yeah, there's not anyone. Um, so I think being really clear. And then, um e think surfacing how thio very easily opt out of those flows. I think, um, you know, automation is great, but it's not away. You shouldn't think of it as a way to frustrate your users to keep them tied up until you can get to them. It really is. Give them some quick options. And if they don't? If those don't solve their problems, really make sure that your you've got an escape valve, right? We were putting out a new sort of flow build their product zendesk. And we have all of the different, uh, words that someone could say that air like smashing the zero button. That means please transfer me to a person, right? You're driving me crazy. Let me connect you to an agent. Eso We're really making sure that it's easy, um, for customers to provide the solution where their customers can get the help they need rather than I >>really like that. That's That's something I think that gets a little bit lost in the focus on computers and and on automation is that the reason we do this is to help the humans. So when we have these AI systems, it's not actually to replace. The human interaction is to make it better. It's to make mean that we can then get to that genuine connection. Computers a fabulous and when they work, it's when they don't when they frustrate things that that bothers us. And that's generally why we're calling is that something has already gone wrong and we're a bit frustrated. So adding more frustration, doesn't it? Sounds like a good approach. It sounds like zendesk really got that? That dolled in very, very well. Is that something that you've you've always had? Is it something that you've refined over time? And can you teach it to a bunch of other companies? >>Way would love to teach each other. People know, I think e think we have always thought about how the machines can help the humans. And I think one it's how can they help the customers, of course. But the other side that I don't think people talk about quite a much is how can we use computers to help agents? Right. So you're talking to a person, and how can we take sort of the best answers that they've given Thio other customers and surface those, um, when When a new agent is coming on board, how do we suggest, um, you know, the different kinds of work flows that they might want to use to solve this problem in a more dynamic way. So I really like to think of the computers never as a replacement but really as a sort of hidden superpower, Um, that organizations have to make every agent one of their best >>agents, right? Yes, it is a kind of external cyborg thing. I mean, I can't remember anything these days. I constantly right less and they all live in computers. But they are. That's the kind of society that we live with today. And I think we should remember to embrace that side of things. That ah, lot of life has actually gotten a lot better through the use of these computing systems. It's not all terrible. It's, um, and I think more companies could probably learn from zendesk. And the approach that you've taken to center the humans, both the customers and and your internal staff, the call center and and the people who are providing this service. No one enjoys it when things are breaking and and things have gone wrong being able to resolve that quickly. Thanks a better experience for everybody. >>Yeah. I mean, I think we find over and over again sometimes you know, if you can handle an issue that's gone wrong, Um well, you can actually induce more loyalty than you know. If someone never contacted. You'd also if you could really take advantage of the times you have, unfortunately, maybe messed up on bake those customers happy. You really do you know, put so much in the sort of loyalty piggy bank for later. It's really great. >>So for some of the companies that have maybe struggled with this a little bit and particularly under very trying conditions, is there's some advice that you could give to them. Is there some places that they should should start to investigate this when they want to improve the way that they handle customer service, perhaps with things like Zendesk. >>Yeah, I mean, I think a lot of what what we're focused on right now is the this channel that's coming. Like I said, we think a lot about social messaging, but also in native messaging. Andi, how you can have a sort of ongoing long term conversation for a long time customer service, sort of Holy Grail was chat, and you could have a agent online and a human online, and you could solve their problem and then move on right And and sometimes those things take a little longer to solve. Or, you know, you might have a big issue and a whole bunch of people who have an issue and maybe not enough agents to solve them. And so, with messaging. We've really changed the dynamic. So chat was this completely synchronous, Almost like a phone call. Kind of experience and more messaging. You're able to live in this sort of duality where we can have a conversation if we're both here. But just like with your friends, right? Sometimes you throw a message out to offend you. Put it in your pocket, you pick it up, and you could pick up the conversation right where you left off. So bring that paradigm into your customer support experience really allows you to take some of that fear out of handling the volume that might come from chat. To be able to sort of have these ongoing sort of back and forth conversations over time. Andi also and give that that persistent so that we're always both in the same place when we show up again together >>embracing what the technology does well and avoiding what it doesn't do. Well, that that sounds like a plan. >>Shawna, >>this has been fabulous. It is. It is always very edifying for me. Thio here, when companies are doing well and centering the humans to make the technology improve all of our lives. Um It has been wonderful to have you here on the Cube. >>Thanks so much. It was a lot of fun, right? >>And thank you for joining in and and watching us here of the Cube virtual and our special coverage off AWS reinvent 2020. Do come back and look for more coverage off. Reinvent 2020 right here on the Cube. Next time I've been your host, Justin Warren, and we'll see you again soon.
SUMMARY :
It's the Cube with digital coverage of AWS And she's coming to us from Oakland, California. It is It is lovely to be here. we just suddenly went from summer to winter, which, uh, after the weather we've had that we have. advantage of a lot of the services that Amazon on AWS provide s so that we can So what have you noticed that stayed the same eso from last And so I think, um, you know, our partnership with, I know that that that's been a really important part of getting through this. channels through to what they're doing with phone system. They said the first place they go to get help to their phone, but when you push it a little idea of being about a message, not just individual talking to your friends in the group chat, I mean, you think about be wanting to be where your customers are today. and it sounds like it's actually just sort of riding the wave of what customers were resolved or how easy it is for me to do business with you is a huge differentiator in And I mean, we were familiar with I think, um, you know, and and on automation is that the reason we do this is to help the humans. board, how do we suggest, um, you know, the different kinds of work flows that they might want And I think we should remember You really do you know, put so much in So for some of the companies that have maybe struggled with this a little bit and particularly under very and you could have a agent online and a human online, and you could solve their problem and then move that that sounds like a plan. Um It has been wonderful to have you here on the Cube. It was a lot of fun, right? And thank you for joining in and and watching us here of the Cube virtual and our special coverage
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Sam Burd, Dell Technologies | Dell Technologies World Digital Experience
>>from around the globe. It's the Cube with digital coverage of Dell Technologies. World Digital Experience Brought to you by Dell Technologies. Hey, welcome back already, Jeffrey. Here with the Q. Come to you from our Palo Alto studio with our ongoing coverage of Del Tech World 2020. The digital experience Let's jump into a really excited to have our next guest CIA Sam Bird, the president of the Client Solutions Group for Dell. Sam, where you joining us from today? >>Hey, I am joining you live from Austin, Texas. Jeff looks beautiful. All weather? Yeah, its's turning really nice. Uh, nice time to be here in Austin, right? So, >>Sam, let's jump into it. I mean, you, you cover, you know, kind of the heart of what Dell started with which was which was PCs. And, you know, it's funny. A couple days ago, Michael tweeted because he likes to tweet, which is fun. An article that said that the PC officially died today. It's a reference back to an article I had to look at the January 26 2010. Officially, the PC officially died today. >>That >>is so bizarre, and that is not in fact, not true, you guys. We're seeing unprecedented demand, so I wonder if it is You Look back at that. And I'm sure you saw Michaels tweet. What kind of goes through your head? Because we're in a very different space than we were 10 years ago. >>Yeah, I think the world's changed a lot, Jeff from 10 years ago. I got to say, uh, the PC died 10 years ago. It feels pretty good being being dead for 10 years. So I think we actually saw a, you know, still alive and very vibrant. PC. So you think about everything that's happened with Cove it We have seen the PC and people using technology to stay connected, whether it's, you know, working in their business, learning from home, staying connected with other family members. So we'd like to talk about it Is the renaissance of the PC. It kind of this rebirth reemergence of this really good friend that you had has become really core toe how we're getting stuff done in the world today, and we've stayed bullish about the opportunity around the PC. Michaels had that view from, you know, when he started this company, and we've since expanded to many other areas beyond selling PCs. But we continue to be really committed to the value of that technology in people's hands, >>right? So just in defense of the of the article, it was written on the launch of the iPad right, which was a new a new form factor. And, you know, we've seen this proliferation of form factors both within PCs and mobile phones, and you know, the sizes of screens getting bigger and the size of green getting smaller and surface all kinds of different things. So I wonder if you could share, you know, kind of your perspective in, you know, kind of the opportunity that opens up when people are looking for different types of form factors. And then, more importantly, I think now it's horses for courses. So when I'm sitting at my desk, you know, I haven't a big giant XPS with all the ram and GPU and stuff Aiken stuff into it. If I'm going to the airport with a long flight, I want something small and light and easy to carry and what's interesting, I think, with cloud it enables you now to basically have the form factor that you need where you need it for the types of work that you're trying to get done. >>Yeah, I think you're absolutely right. You know, if you if you take that 10 years ago, article to today we have had an enormous amount of innovation in the industry that's made the device is exciting and appealing for how people wanna want to operate. So, you know, we've seen Jeff a shift towards more mobile form factors with cove in. So, um, a commercial space that used to be maybe half desktops, half notebooks is now in the 70% range. More mobile form factors which reflects how people want to use them. You know, they're sitting at home, they need that device to be portable. They wanna go between rooms and home. That's the other thing that we found in some of our, you know, research and work on the spaces. You know, people might want to sit at the kitchen table in the morning in the afternoon. Maybe they're outside. They might have their kids do in school from home and have to be around them part of the day, so they still need a mobile kind of form factor, but it's plugged in. I want full power to run my applications. And, like you said, we will get back to a world with travel and people being mobile. And then you need to dial in the right form factor that has maybe a smaller screen, more portable device. So one of the things that's kept this business vibrant, you know, for the past 10 years and right now is a bigger screen experience is really, really valuable. A keyboard and multiple ways of in putting into devices are valuable, so there's core. Things are great. And then we've got systems that are set up for how people want to use them. You know, we still have designers sitting at home using big desktop workstations because the most powerful thing there times really valuable. There's a right system for how you want to use technology, and I think that that's attendant, you know, an approach we take in our business, and that's what we see in the industry. I think that's what's helped keep it very vibrant and alive. >>I love it, I love it. It is truly that work from anywhere and anywhere as you just defined, could be a whole bunch of things, and it doesn't even mean just at home or just at the coffee shop. That's really interesting. Is you even change locations where you're working within within the home. That really supports that. So, >>you >>know, Cove, it hits light switch moment. Everybody's gotta work from home. So huge, huge pressure there. And now, as you said, you know, we're seven months into it. Still gonna be going on for a little bit while a little while before people go back. Huge, huge boost to your guys business. I'm curious if you can share some thoughts in terms of, you know, now, I I need to kind of project a little bit of that office back to the work from anywhere situation. And, you know, you guys are that you're kind of that edge device that ultimately connects back to the mother ship. >>Yeah, I think it's and that's where we've seen people realized. It's a really valuable device that helps keep them, you know, productive and connected. Um, we have seen it's very interesting of it used to be, you know, pre co vid for Most people work with the location, you know, Post Cove. It it's something you do, and suddenly it's very location agnostic, and we see the world operating that way in the future Jeff of these devices at the edge or need gonna be working in a world where sometimes it makes sense to be in an office. Maybe there's collaboration, other things you need to dio. But we're going to see people working from home working from a coffee shop, working from, you know, anywhere in the world, and we're gonna need to stay connected. In that way, it's enabling a great set of talent. It's enabling people to be where they want, you know, get done what they need to do in their personal lives and then be contributing in a great way, thio to a business. So I think technology plays a huge role in going and getting that done. And to me, the world doesn't just return back to a you know, pre cove in space. But we're now in this. We've learned we can operate in this kind of multi modality world where technology can help keep us connected, collaborating, getting stuff done in some cases more productive than ever before, and it's kind of unleashed this new wave of thinking. I think we will continue to see great creativity on stuff we're putting in our devices to enable that, you know, software applications approaches that are gonna enable that that will really take us forward as we look at the future. >>You know, I'm just curious if you could share, uh, you know, kind of Ah, general breakdown by kind of form factor. What do you see between kind of, you know, I don't know if you split high end desktops and low on desktops and then, you know, kind of laptops and Chromebooks, what's kind of the high level kind of breakdown, and how's that? Is it change significantly over the last several years? And you you just mentioned a boost. You know, during the time of Cove in >>Yeah, we've seen a shift towards notebooks. Now you know much Is the article you you pulled up from 10 years ago? I think the death, the death of the desktop has also been much exaggerated. So we're Maurin, a mode of 70% of the systems that were selling our notebooks 70 to 80% range. It's a little higher, and consumer Andi, that's, you know, 20 points up in the commercial space. So we're seeing, you know, people have valued that kind of portability of systems. You know that, said is we talk through some of the ways people use it. There are great uses for desktops, for people are in the same place where I need ultimate ultimate power and then a z your home. We've seen a little more shift Teoh a suddenly you know, portability. That was really valuable because you had Salesforce's engineers on the road all the time. And I really wanted something that, you know, lasted had great battery life and was really easy to carry around. Suddenly we're in a world plugged in at home like we look at our devices, we've gone. Now more than half of our laptops are basically on is we have intelligence built into our systems. That tunes how battery management is done. Empower Management's done. More than half those systems are now in a mode of all, basically, always on a C. So people are, you know, plugged in all the time. They would like a little more powerful system. So whether they're running, zoom or teams or some other app. Multitasking. It's like there's a, you know, different requirements there. I think that changes Azzawi go forward and we get back to, you know, the notebook. It's like the ultimate design people want is a great big screen. That's super light, and the battery lasts forever. And I'm like that keeps our engineers and designers working every day because that's a really hard, complex thing to solve. And, you know, we're we continue to work and and and push that next forward. Now it's a little more biased to power. Sitting on a desk. We will be back in a world where it's gonna be, Yeah, I want power to sit on the desk, be on a video conference, get work done. But I also need to be able to take that on the road with >>Yeah, I just think, you know, because of the proliferation of online applications, right? And you know so much of our work day no pun intended, you know, is done in all these different cloud based applications, whether its sales force or slack or asana or whether we're, you know, working in in, uh, social media applications or even are you know kind of cloud enabled local applications. You know, a lot of times I find you don't have to carry your device right. E can lead the one device of one location, one of the other. I know it's almost like you pick up exactly where you were when you log back into chrome or you log back into whatever your browser is. If you've got it all configured, you know you don't even need to carry. A lot of times I find it's it's it's really nice. And if I have to check a message on the phone, No, it's a very different way of working, and, uh, I think it's really pretty slick. I do want to get into productivity, which you've talked about a lot. You know, I've always said the best productivity investment anybody could make is a second screen on the desktop. I mean, it's so much more productive to have a second screen the third screen. You go to places like Wall Street and the NASDAQ floor, where time matters and productivity matters, their screens all over the place and you guys are doing a ton of fun stuff with screens. Big giant curve things, and you made an interesting observation in other interviews that now people are consuming their entertainment content via those screens, whether it's an over the top service with Netflix or or whatever. So this this kind of shift to, you know, kind of mawr content consumption as this blend between kind of what you do in your personal life and what you do in your work life, both in terms of time and content, you know, continue to mix so lot of exciting stuff happening in big, beautiful screens. >>Yeah, totally agree, Jeff. And we see you know we've looked at productivity and see boosts with a bigger screen around your system. Same thing with exactly as you describe putting two screens around the system or go to a trading floor and their screens everywhere because it's about the you know, it's about the content that you can consume and the, um, you know, the work that you go get done, and it's a lot more efficient to be able to have multiple screens. Whether it's looking at a presentation and doing a call, you know, a video call for work on on one screen or either side of Ah, screen. And we're seeing people build out that, you know, their home office, their work office. I think that's to me. The, you know, the exciting piece of you think about how technology is arming people to get their job done. Like you can't imagine if you had all the technology taken away from you. You're like, Okay, what am I gonna What am I go do? Like if the internet goes down, I don't quite know how to get go. Be productive here. You know, I go try to find someone who has a landline phone on the block and call someone up. Andi have actually have a discussion, but, like, I'm not gonna build out a work, you know, a workspace. I've gotta build out a home space companies that are pretty progressive, the ones that are investing Maurin technology for their employees. We're seeing them be ah, lot more successful in this covert air, which equals go get on the right tools the screen around the system, You know, the extra devices. So it's like, Hey, my postures. Great. I can actually go get work done. And I'm in a nice space. Same thing back in the office. We've built stuff. We're building low blue light technology into our commercial PCs. We put that on our high end consumer PC. So you know, now you can walk into your home office early in the morning. You can goto late at night. It will have you all tune so your body is ready to go to sleep. You know, you don't even have toe. I don't have to talk to your family at all during the day. You could just work all the time from your home office. But I think little pieces like that are going. How do we put technology in this world where it's, like, very easy toe walk in and out of your you know, your office and being tuned on. But, hey, I need to go to sleep or I need to be chilling out after that and get the right technology and capabilities that let people be successful. So I think it's pretty exciting. Everything we've been able to dio, >>right? So I want to shift gears a little bit. Um, talk about user interface. What? One of the reason of this article that we keep referencing 10 years ago was the launch of the iPad, right? And in the launch pad or the iPad didn't have, Ah, traditional keyboard. Um, but I think people found out that not having a traditional keyboard, depending on the type of your work you're doing is a little bit of an inhibitor to your productivity. But it really begs the question as we enter this new world of different types of interaction with these devices and the increased use of voice, whether it's with Siri or or Okay, Google, um, >>we've >>had, you know, regulations on the A d a. In terms of access to websites and this and that. Aziz, you kind of look into the future of of human interaction with these devices as you get more and more horsepower toe work with on the GPU and the CPU and you know, can free up more. Resource is to this type of activity. I know you can't share anything too far down the road. But what? How do you see kind of the future evolving to get beyond this quality keyboard that was designed to slow people down because types were, too. I'm still waiting for the more efficient keyboard option to be to be available. But what's the future of human interaction with these things? To take the the degree of efficiency up another level? >>Hey, Jeff, we will do a custom keyboard for you. So you get me your you get me your high speed layout, we'll get you get you one of those. Um, you know, we do see it is pretty remarkable how long the keyboards been around and we still see it's It's also remarkable to me how powerful that is as a input device for, you know, for some tasks in the world. So what we see is it's not gonna be what replaces the keyboard. And there's one way of going and doing things. But all this compute the sensors that capability on the systems are just gonna allow people to operate the way that they want to operate. So you look at a PC today. It still has this great keyboard. It still has a laptop form factor that has, you know, been there for It's probably 25 years or so. It's actually pretty nice because it fits on your lap. It balances really well on the coffee table. Um, it's, you know, We've looked at so many different form factors, and it actually is a stayed around for a good reason because it it's pretty pretty functional. You know, you take on top of that, though we've built touch in tow, all our systems and screen. So a capability that's available to many of our customers and I go people are just starting. In the beginning, it was like Okay, Hey, how do I take this PC with touch on the screen and then you go? I don't want to do everything with touch, but gosh, it's like how maney you now touch it. If it's something's not touch, you know you have little marks on the screen. I went thio, I went. Thio was looking and working with someone here in a design, a design firm, and, uh, they had a product that was non touch, and it's like I reached in touch the screen to try to make it bigger because my eyes were not quite as good and they were like, Oh yeah, that's not a touch that's not a touch system and everyone touches the screen so it's like that becomes normal voice is going to become normal we have capability on the PC. Like you said, there's a bunch of voice ecosystems. Not everything is easiest to go do invoice. There are some things where you go ahead. I just want to go touch that, you know, gesture in the same way we look at intelligence on the system of also going There are things I wanna have just happen because I always I always do that and I shouldn't have to do voice. I shouldn't have to do gesture, touch everything else like, Hey, maybe I start the morning and I always pull up my calendar. Why doesn't that happen? Or I like to listen to her, You know, a song in the evening as I'm typing away on email on getting things buttoned up for the day. It's like your system can anticipate some of those things and it will just do that for you. So I think I think you're exactly right. We're going to see multiple ways of interacting with technology, and it needs to be natural and easy for us and then let the user pick pick the way that they want to go and do things right. >>Well, you just touched on a whole, you jumped ahead to questions on my list of things I want to talk about. And really, that's the application of machine learning and artificial intelligence, not in a generic way. That's an app that sits inside of the PC, but but in terms of using that intelligence as you just described based on my work flow based on my habit based on the applications I use based on you know what, you can observe and learn about me. Or maybe it SSM dictate down from from the corporate set up. You know how that PC operates for me? Because I think that's it is a really interesting thing, right? Everyone uses their machine differently, and whether they use, you know, shortcuts or not, How many tabs do they have open? You know, the the variability. You must have crazy studies on this in terms of the way people actually operate. These things is so, so high, so huge opportunity to, you know, again kind of remove the the get the signal from the noise and help people decide what they should do. Prioritize what they should do and add a layer of of simplicity to you. know it is a complex amount of notifications firing at me all day long. >>Yeah, I think that's a huge. You know, you talked about the potential you have in a world where more APS that we use our cloud cloud based of going How do I augment the capability in this client device at the edge To be intelligent and helped me go do mawr versus just being, you know, really dumb and serving up this other other content. And I think everything you describe is opportunity that we see We started Jeff about five years ago and have been very aggressive and putting intelligence and machine learning into the systems we started on our work stations, where there is an obvious application of, like, how do I tune a system to get the most performance out of an application? And we saw settings configurations making them different helped tune these very specific, you know, cad engineering programs that developers were running their times really valuable. They want the most performance. We used to have to have people sit down and we go. Okay, let's go run this application. Under this workload, we can put a table together. Here's a bunch of recommendations. We started going well, Hey, how do we have that happened? Automat like, let's try different settings. Figure out what works. The machines should should self tune itself then and figure out what's right and get based on exactly what I'm running. And people can be running different combinations so suddenly got a lot smarter than our great engineer sitting in the lab and figuring out those tables. And then, you know, from that time then we brought it to I think, what's just tip of the iceberg Now, where we start looking at, uh, performance across all our systems? What applications of my running go set things up so that it works? We talked a little bit about batteries and power management. Hey, how am I using this system if I am a really mobile person? Always, you know, taking my battery down to really low levels, hopping on a plane, I need to be quickly charged, like the system can figure out. Hey, I really need to tune things. Not for when, when you go through all the mechanics of a battery, it's like I am willing to sacrifice some on the longevity of the battery to enable really fast charging of that system because Jeffs always on the go Jeff runs his battery down. I need to make sure when he plugs in, he has maximum juice. Hey, here's Sam who's in a work from home mode, always plugged in. It's not great on any battery in the world to always be at, you know, maximum maximum charge every single minute of the day. And Sam has not unplugged his system in the past. You know, five days. Hey, we can run that at 95% and he will have a long life to that battery and be really happy with the system. And he's never gonna run out of power. You can start doing in that space. You can start doing it around sound and the environment that people are in, how we get smart. And I think there's an enormous amount you could do on top of that, like you described just how people have used the systems and it can sound a little eerie, but like it's what we you know, the machine suddenly knows how I'm going to go do stuff, but I'm like I would like that it to be anticipating what I'm doing, and then it starts taking that mundane stuff that we have to do that just eats up time and, you know, goes and gets that done for us. So we could be focused on the creative and the really pushing the boundaries, thinking >>I love it because it always goes back to kind of what do you optimizing for right? And there isn't necessarily one answer to that question, and there's a lot of factors that go into that in terms of the timing. As you said, the person their behavior you know happen to GPS is I'm at an airport. Probably need to plug in for you in the airplane. It's a good stuff. I want to. I want to shift gears a little bit, Sam, to talk about operating systems, Um, and and you know, chromebooks air out now. And you know, it was kind of this breakthrough to go beyond kind of Windows based systems. I think there's a lot of people that you know hope at >>some point >>will be, you know, have the option to run Lennox based systems. But it's just, you know, with a cloud based world and a multi, you know, kind of device interaction with all those different applications, whether it's it's my phone or my my desktop or my laptop or my my chromebook or my whatever. Um, Aziz, you start to think about kind of operating systems and opening up, you know, kind of a new level of innovation with because the expectation now for for like, a chromebook is that it's almost 100% Web based APS, right? That there's really not a lot of need for anything local. Maybe a quick download, a picture too attached to to an email or something. How do you kind of look at the future and kind of operating systems for PC? Specifically? >>Yeah. Well, I think is You describe Jeff, the applications and what you're doing on the system has become increasingly important over time, and it will only become more important as we go go forward. So, you know, from that point of view window, we dio work with windows. We do work with Google and chrome. I mean, Windows 10 is a really good based operating system. Chrome has a lot of nice capability in that operating system, you know, Obviously Apple, a competitor, has a different approach in that space. But I think we have a really good set of offerings that we can put on our our systems. And then we're focused on tuning that experience on top of the operating system. I I think it's still too complicated to go and put a, you know, get a new PC into a work or home environment, retire the old PC and manage that system. And what we look at is independent of that operating system. People want to go get their stuff done. We need to make that great. They wanna get their device, they want to turn it on and they want to go use it. And we want to build a world where, like, as I'm getting a new device, my device should know me well enough to go. Hey, Sam, this is this is the right time to get a device. This is the right kind of device that you should get based on what you're going and doing. Hey, I'm going to just keep you up to date. I am going to you think about any issues with the system. We still have too many things that flow through a traditional Hey, there's an I T. Help desk and then they figure that out and then I go toe level two or level three if they can't sort that out. Hey, how do we put that stuff to your point, Jeff before around intelligence, How do we automate those processes? So we're thinking through You know what needs to happen on that system, keeping it up to date and fixing and remediating that system. So I think there's a huge potential regardless of what operating system is beneath it, and we have very good choices there to go. We've got to make that experience the one that's great for the users and that that's where we're really focusing our, you know, our time and our energy, Right? >>So let me shift gears again a little bit and full disclosure I've bought, and I don't know how many XPS towers in a row. I think I'm on my third or fourth in a row. I love >>it. I >>mean, I'm a desktop. I like to just pack those things full of as much horsepower and GPU and CPU and memory as I possibly can because to me again, Back to an investment and productivity. I don't wanna be waiting for slow machines. I just to me it's a couple 100 bucks for this upgrade. That upgrade, it seems brain dead to me that people don't do that. But in terms of when you get these things now and it comes in the mail, it's basically a >>box and a machine, and >>you think back to the old days right when there was books and warranty cards and, you know, a whole plethora of stuff that kind of fell out of that box. I know you know. That's That's probably a leading indicator on the consumer side, about some of your efforts around sustainability and and being efficient and obviously taking advantage of things like the cloud in terms of activating these machines in this and that. But I wonder if you can share a little bit on what you guys have been doing about sustainability, because I know it's important. You know, there's a big focus around, you know, kind of environmental trash on old electron ICS, which is a riel, a real problem that people are dressing. So I wonder if you can. You know. Take a minute, Thio, to share your guys efforts in this area. >>Yeah, I think you're absolutely right, Jeff. It is. It is really important. And we see, you know, arming the world with technology so people can do better. Things really matters, but I love doing stuff outside, like I want the environment to be great. And we need to do that in a sustainable and environmentally friendly way. So a couple of places we, you know, pushed really aggressively. You touched on the packaging. So whether that's taking, um, content out of boxes, that doesn't that doesn't need to be there. We've made very aggressive commitments with a series of 2030 goals that we're marching towards is a company where we said, you know, 100% of our packaging will be from sustainable or recyclable sources. So we've already moved aggressively in that space. When you look at what ocean bound plastic we're putting in our boxes, how we think about the materials that were picking, you know, cardboard, and using that in ways that go through the you know, the mail and can be shipped effectively. So we have maximum content there that can be recycled. We've we've committed that we will take back a system for every system that we ship. So getting and building this circular economy for electron ICS, we think is is very important. So we take the stuff that we've got out there and we put that back into a recycle process where you know your old PC can become part of your new cutting edge technology PC and we've led the industry and doing that in plastics were taking plastics from cases and plastics from systems, getting that back into new systems. We've done that with precious metals from the from the, uh, PCB lay board designs inside the systems. We've done that with rare earth metals and magnets, and we think there's opportunity to go farther in that space and then the 3rd 3rd kind of thing that we've committed Jeff is by by 2030 to have half the content of our new systems, be from recycled or renewable content. And we do a good job today of having the content in the systems be recyclable. It's almost over 90% by weight, but what we want to do and the work we need to go do is go get that recycled content going into a cutting edge technology that we're putting out there, and it's not. That's not a simple problem of going. People want things a structurally strong as possible, a super thin as performance as possible. And then we need to you, you know, we gotta use, um, basically waste that comes through and gets turned into new products. So we have our engineers are material science people working on how we make that riel. And we set some aggressive goals with, you know, Michael and the company that will be leadership and that we don't quite exactly know how to get there, but put us on the right kind of edge of pushing and doing the things that we need. Thio. We can have great technology and, you know, be responsible in the way that, as you said, is very important. >>It's great, and it's good to write it down, right? If you don't write it down, then it's just it just disappears into the into the ether. So, Sam, I really enjoyed getting to catch up. I want to give you the final word with a little bit. Look to the path and a little bit look to the future, right? A lot of conversation about Moore's law, and we got to the end of Moore's law and blah, blah, blah. And and I think that, you know, there's obviously technology behind that, and there's some real conversations. But to me, the more interesting topic around Moore's law is really the idea of Moore's law and this continual advancement of technology that's better, faster, cheaper. You've been doing this for 20 years at Del. You've seen tons of, you know, kind of Moore's law impacts and operating in this world where, you know, compute, compute storage and networking just is on this exponential scale on whether you want to talk about GP use or whatever again to me, it's not about the number, of course, and the transistor. It's about the transition in the core. It's about really the concept of this working in a world where you know you're gonna have a lot more. Where is power work with How do you How do you kind of reflect on, you know, the stuff that you're shipping today versus what you were shipping five years ago, 10 years ago, 20 years ago and then, more importantly, is you look forward. Um, you know what is what are you excited about? What gets you up in the morning? What puts a big smile on your face? Still come to work after 20 years of Dell? >>Yeah. You know, Jeff, it's a great question because the industry has changed so much over the last 10 20 years. So it's sometimes a fun thing. Toe. Look back at some of the products that we put out before. That seemed amazing at that point in time and you stack them against what we're doing now and then it could bring you down to Earth a little bit. So you see, the, uh, you see just the exponential improvements that we're able to make around the design of the product, the capability of the products. And I see that continuing the thing that gives me, you know, huge thought around this the device and the PC and the role is gonna play at the edge. We just did some research and we were looking at Millennials and Gen Z and looking around the world, and that is a huge and growing part of the population. It will be the the users of technology in the future with the world we're in today, 45% of them. So almost half of them said they would take their dollars and they want a premium, high end PC experience, and they would prioritize that versus other things they spend money on to go and have a great PC as a personal tool. Do you think about that translating to in a work environment they're gonna expect those same kind of great tools? And then to the question you asked, You know, I see a huge opportunity to continue to push forward the value and the way people use these devices, whether it's the intelligence we talked about. That to me is really exciting around building a machine that knows me and does things for me and how I want to use it, our ability to build immersive experiences so that you know, whether I'm gaming after work, collaborating with co workers like how do I put it so that we're together and it's a good Aziz that in person experience, we're gonna be able to do that with technology. You talked in a great questions around. Hey, the ways people interact with the systems, it will become natural. It will become whatever way they want to go and do that. And I think we can do that in a world where, yes, you can walk between all kinds of different devices. There will not be one device to end all. You'll be in a small screen device. You're gonna use a monitor. You're going to use a PC device. There will be technology across the home. But toe have that have that link together in the role that PC is gonna play in. That to me, is exciting. And we continue to, you know, invest aggressively. Michael saw that when he started the company. We continue to believe in the power of technology, and we're gonna figure out and drive those breakthroughs that will make the, you know, products exciting. And I love doing that every day of seeing the innovation we can put together and how that makes a difference for people. To me, that's really an exciting thing. >>Well, Sam, thank you. Thank you for the update. Again, the rumors of the PCs demise were greatly overstated. 10 years and glad to see that you're just kicking tail and doing exciting things. So thanks for for sharing your insight and your experience with us. >>Hey, thanks a lot for having me, Jeff. Great to talk to you. >>Absolutely. All right. He's Sam. I'm Jeff. You're watching the cubes. Continuing coverage of Dell Technology World 2020 The Digital Experience. Thanks for watching. See you next time.
SUMMARY :
World Digital Experience Brought to you by Dell Technologies. Hey, I am joining you live from Austin, Texas. And, you know, it's funny. is so bizarre, and that is not in fact, not true, you guys. So I think we actually saw a, you know, still alive So when I'm sitting at my desk, you know, I haven't a big giant XPS with all the ram So one of the things that's kept this business vibrant, you know, for the past 10 years and right now It is truly that work from anywhere and anywhere as you just defined, And, you know, you guys are that you're kind of that edge device that ultimately connects back to the mother And to me, the world doesn't just return back to a you know, and then, you know, kind of laptops and Chromebooks, what's kind of the high level kind of breakdown, And I really wanted something that, you know, lasted had great So this this kind of shift to, you know, kind of mawr content consumption So you know, now you can walk into your home office early in the morning. But it really begs the question as we enter this new world of different types of interaction with these had, you know, regulations on the A d a. In terms of access to websites and this and that. It still has a laptop form factor that has, you know, been there for It's probably 25 habit based on the applications I use based on you know what, you can observe and learn about me. stuff that we have to do that just eats up time and, you know, Sam, to talk about operating systems, Um, and and you know, chromebooks air out now. will be, you know, have the option to run Lennox based systems. I am going to you think about any issues with the system. I think I'm on my third or fourth in a row. But in terms of when you get these things now and it comes in the mail, it's basically a But I wonder if you can share a little bit on what you guys have been doing about sustainability, that we're marching towards is a company where we said, you know, 100% of our packaging will be from And and I think that, you know, And I see that continuing the thing that gives me, you know, huge thought around Thank you for the update. Great to talk to you. See you next time.
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Krish Prasad, VMware & Paul Turner, VMware | CUBE Conversation, April 2020
[Music] hello and welcome to the Palo Alto students leaky bomb John Farrar we're here for a special cube conversation and special report big news from VMware discuss the launch of the availability of vSphere 7 I'm here with Chris Prasad SVP and general manager of the vSphere business and cloud platform business unit and Paul Turner VP a VP of Product Management guys thanks for coming in and talking about the big news thank you for having us you guys announced some interesting things back in march around containers kubernetes and the vSphere Chris just about the hard news what's being announced today we are announcing the general availability of vSphere 7 John it's by far the biggest release that we have done in the last 10 years we previewed it this project Pacific a few months ago with this release we are putting kubernetes native support into the vSphere platform what that allows us to do is give customers the ability to run both modern applications based on kubernetes and containers as well as traditional VM based applications on the same platform and it also allows the IT departments to provide their developers cloud operating model using the VMware cloud foundation that is powered by this release this is a key part of our tansu portfolio of solutions and products that we announced this year and it is star gated fully at the developers of modern applications and the specific news is vSphere 7 is general available generally vSphere 7 yes ok that so let's on the trend line here the relevance is what what's the big trend line that this is riding obviously we saw the announcements at VMware last year and throughout the year there's a lot of buzz pascal sternness says there's a big wave here with kubernetes what does this announcement mean you guys with the marketplace trend yeah so what kubernetes is really about is people trying to have an agile operation they're trying to modernize their IT applications and they the best way to do that is build off your current platform expand it and make it a an innovative a agile platform for you to run kubernetes applications and VM applications together I'm not just that customers are also looking at being able to manage a hybrid cloud environment both on pram and public cloud together so they want to be able to evolve and modernize their application stack but modernize their infrastructure stack which means hybrid cloud operations with innovative applications kubernetes or container based applications on VMs what's excited about this trend increase we were talking with us at vmworld last year and we've had many conversations around cloud native but you're seeing cloud native becoming the operating model for modern business I mean this is really the move to the cloud if you look at the successful enterprises and even the suppliers the on-premises piece if not move to the cloud native marketplace technologies the on premise isn't effective so it's not so much on premises going away we know it's not but it's turning into cloud native this is the move to the cloud generally this is a big wave yeah absolutely I mean if John if you think about it on-premise we have significant market share by far the leader in the market and so what we are trying to do with this is to allow customers to use the current platform they are using but bring their application modern application development on top of the same platform today customers tend to set up stacks which are different right so you have a kubernetes stack you have a stack for the traditional applications you have operators and administrators who are specialized in kubernetes on one side and you have the traditional VM operators on the other side with this move what we are saying is that you can be on the same common platform you can have the same administrators who are used to administering the environment that you already had and at the same time offer the developers what they like which is kubernetes dial-tone that they can come and deploy their applications on the same platform that you use for traditional applications yeah Paul Paul Pat said kuba is gonna be the dial tone on the Internet most Millennials might even know what dial tone is but if what he meant is is that's the key fabric that's gonna work a straight and you know we've heard over the years skill gap skill gap not a lot of skills out there but when you look at the reality of skills gap it's really about skills gaps and shortages not enough people most CIOs and chief information security are so that we talk to you say I don't want to fork my development teams I don't want to have three separate teams so I don't have to I I want to have automation I want an operating model that's not gonna be fragmented this kind of speaks to this whole idea of you know interoperability and multi-cloud this seems to be the next big way behind ibrid I think it I think it is the next big wake the the thing that customers are looking for is a cloud operating model they like the ability for developers to be able to invoke new services on demand in a very agile way and we want to bring that cloud operating model to on-prem to Google cloud to Amazon Cloud to Microsoft cloud to any of our VC peepee partners you get the same cloud operating experience and it's all driven by a kubernetes based dial-tone it's effective and available within this platform so by bringing a single infrastructure platform that can one run in this hybrid manner and give you the cloud operating agility that developers are looking for that's what's key in version seven says Pat Kelsey near me when he says dial tone of the internet kubernetes does he mean always on or what does he mean specifically just that it's always available what's what's is what's the meaning behind that that phrase no I the first thing he means is that developers can come to the infrastructure which is the VMware cloud foundation and be able to work with a set of api's that are kubernetes api s-- so developers understand that they are looking for that they understand that dial tone right and you come to our VMware cloud foundation once across all these clouds you get the same API said that you can use to deploy that application okay so let's get into the value here of vSphere seven how does VMware vSphere seven specifically help customers isn't just bolting on kubernetes to vSphere some will say is it that's simple or used whether you're running product management no it's not that easy it's yeah some people say hey use bolton kubernetes on vSphere it's it's not that easy so so one of the things if if anybody's actually tried deploying kubernetes first it's highly complicated um so so definitely one of the things that we're bringing is you call it a Bolton but it's certainly not like that we are making it incredibly simple you talked about IT operational shortages customers want to be able to deploy kubernetes environments in a very simple way the easiest way that we can you can do that is take your existing environment that are out ninety percent of IT and just turn on turn on the kubernetes dial tone and it is as simple as that now it's much more than that in version seven as well we're bringing in a couple things that are very important you also have to be able to manage at scale just like you would in the cloud you want to be able to have infrastructure almost self manage and upgrade and lifecycle manage itself and so we're bringing in a new way of managing infrastructure so that you can manage just large scale environments both on-premise and public cloud environments and scale and then associated with that as well is you must make it secure so there's a lot of enhancements we're building into the platform around what we call intrinsic security which is how can we actually build in truly a trusted platform for your developers and IT yeah I mean I was just going to touch on your point about the shortage of IT staff and how we are addressing that here the the way we are addressing that is that the IT administrators that are used to administering vSphere can continue to administer this enhanced platform with kubernetes the same way they administered the older releases so they don't have to learn anything new they are just working the same way we are not changing any tools process technologies it was before same as it was before more capable dealer and developers can come in and they see new capabilities around kubernetes so it's best of both worlds and what was the pain point that you guys are so obviously the ease-of-use is critical Asti operationally I get that as you look at the cloud native developer Saiga's infrastructure as code means as app developers on the other side taking advantage of it what's the real pain point that you guys are solving with vSphere 7 so I think it's it's it's multiple factors so so first is we've we've talked about agility a few times right there is DevOps is a real trend inside an IT organizations they need to be able to build and deliver applications much quicker they need to be able to respond to the business and to do that what they are doing is they need infrastructure that is on demand so what what we're really doing in the core kubernetes kind of enablement is allowing that on-demand fulfillment of infrastructure so you get that agility that you need but it's it's not just tied to modern applications it's also your all of your existing business applications and your modern applications on one platform which means that you know you've got a very simple and and low-cost way of managing large-scale IT infrastructure so that's that's a huge piece as well and and then I I do want to emphasize a couple of other things it's it we're also bringing in new capabilities for AI and ML applications for sa P Hana databases where we can actually scale to some of the largest business applications out there and you have all of the capabilities like like the GPU awareness and FPGA where FPGA awareness that we built into the platform so that you can truly run this as the fastest accelerated platform for your most extreme applications so you've got the ability to run those applications as well as your kubernetes and container based applications that's the accelerate application innovation piece of the announcement right that's right yeah it's it's it's quite powerful that we've actually brought in you know basically new hardware awareness into the product and expose that to your developers whether that's through containers or through VMs which I want to get your thoughts on the ecosystem and then in the community but I want to just dig into one feature you mentioned I get the lifestyle improvement a life cycle improvement I get the application acceleration innovation but the intrinsic security is interesting could you take a minute explain what that is yeah so there's there's a few different aspects one is looking at how can we actually provide a trusted environment and that means that you need to have a way that the key management that even your administrator is not able to get keys to the kingdom as we would call it you you want to have a controlled environment that you know some of the worst security challenges inside and some of the companies has been your in choler internal IT staff so you've got to have a way that you can run a trusted environment and independent we've got these fair trust authority that we released in version 7 that actually gives you a a secure environment for actually managing your keys to the kingdom effectively your certificates so you've got this you know continuous runtime now not only that we've actually gone and taken our carbon black features and we're actually building in full support for carbon black into the platform so that you've got negative security of even your application ecosystem yeah that's been coming up a lot in conversations the carbon black in the security piece chrishelle see these fear everywhere having that operating model makes a lot of sense but you have a lot of touch points you got cloud hyper scale is that the edge you got partners so the other dominant market share and private cloud we are on Amazon as you well know as your Google IBM cloud Oracle cloud so all the major clouds there is a vSphere stack running so it allows customers if you think about it right it allows customers to have the same operating model irrespective of where their workload is residing they can set policies compliance security they said it once it applies to all their environments across this hybrid cloud and it's all fun a supported by our VMware cloud foundation which is powered by vSphere 7 yeah I think having that the cloud is API based having connection points and having that reliable easy to use is critical operating model all right guys so let's summarize the announcement what do you guys take dare take away from this vSphere 7 what is the bottom line what's what's it really mean I I think what we're if we look at it for developers we are democratizing kubernetes we already are in ninety percent of IT environments out there are running vSphere we are bringing to every one of those vSphere environments and all of the virtual infrastructure administrators they can now manage kubernetes environments you can you can manage it by simply upgrading your environment that's a really nice position rather than having independent kind of environments you need to manage so so I think that's that is one of the key things that's in here the other thing though is there is I don't think any other platform out there that other than vSphere that can run in your data center in Google's in Amazon's in Microsoft's in you know thousands of VC PP partners you have one hybrid platform that you can run with and that's got operational benefits that's got efficiency benefits that's got agility benefits yeah I just add to that and say that look we want to meet customers where they are in their journey and we want to enable them to make business decisions without technology getting in the way and I think the announcement that we made today with vSphere 7 is going to help them accelerate their digital transformation journey without making trade-offs on people process and technology and there's more to come look we're laser focused on making our platform the best in the industry for running all kinds of applications and the best platform for a hybrid and multi cloud and so you'll see more capabilities coming in the future stay tuned well one final question on this news announcement which is this awesome vSphere core product for you guys if I'm the customer tell me why it's gonna be important five years from now because of what I just said it is the only platform that is going to be running across all the public clouds right which will allow you to an operational model that is consistent across the clouds so think about it if you go to Amazon native and then you have orc Lord in Azure you're going to have different tools different processes different people trained to work with those clouds but when you come to VMware and you use our cloud foundation you have one operating model across all these environments and that's going to be game-changing great stuff great stuff thanks for unpacking that for us graduates on the insulin thank you at vSphere 7 News special report here inside the cube conversation I'm John Ferger thanks for watching [Music]
**Summary and Sentiment Analysis are not been shown because of improper transcript**
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vSphere Online Launch Event
[Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] hello and welcome to the Palo Alto students leaky bomb John free we're here for a special cube conversation and special report big news from VMware to discuss the launch of the availability of vSphere seven I'm here with Chris Prasad SVP and general manager of the vSphere business and cloud platform business unit and Paul Turner VP a VP of Product Management guys thanks for coming in and talking about the big news thank you for having us you guys announced some interesting things back in march around containers kubernetes and the vSphere there's just about the hard news what's being announced today we are announcing the general availability of vSphere 7 John it's by far the biggest release that we have done in the last 10 years we previewed it this project Pacific a few months ago with this release we are putting kubernetes native support into the vSphere platform what that allows us to do is give customers the ability to run both modern applications based on kubernetes and containers as well as traditional VM based applications on the same platform and it also allows the IT departments to provide their developers cloud operating model using the VMware cloud foundation that is powered by this release this is a key part of our tansu portfolio of solutions and products that we announced this year and it is targeted fully at the developers of modern applications and the specific news is vSphere 7 is general available you know really vSphere 7 yes ok that so let's on the trend line here the relevance is what what's the big trend line that this is riding obviously we saw the announcements at VMworld last year and throughout the year there's a lot of buzz Pat Keller says there's a big wave here with kubernetes what does this announcement mean for you guys with the marketplace trend yeah so what kubernetes is really about is people trying to have an agile operation they're trying to modernize their IT applications and they the best way to do that is build off your current platform expanded and and make it a an innovative a agile platform for you to run kubernetes applications and VM applications together I'm not just that customers are also looking at being able to manage a hybrid cloud environment both on Prem and public cloud together so they want to be able to evolve and modernize their application stack but modernize their infrastructure stack which means hybrid cloud operations with innovative applications kubernetes or container based applications and VMs what's excited about this trend Chris we were talking with us at VMworld last year and we've had many conversations around cloud native but you're seeing cloud native becoming the operating model for modern business I mean this is really the move to the cloud if you look at the successful enterprises even the suppliers the on-premises piece if not move to the cloud native marketplace technologies the on premise isn't effective so it's not so much on premises going away we know it's not but it's turning into cloud native this is the move to the cloud generally this is a big wave yeah absolutely I mean if Jon if you think about it on-premise we have significant market share by far the leader in the market and so what we are trying to do with this is to allow customers to use the current platform they are using but bring their application modern application development on top of the same platform today customers tend to set up stacks which are different right so you have a kubernetes stack you have a stack for the traditional applications you have operators and administrators who are specialized in kubernetes on one side and you have the traditional VM operators on the other side with this move what we are saying is that you can be on the same common platform you can have the same administrators who are used to administering the environment that you already had and at the same time offer the developers what they like which is kubernetes dial-tone that they can come and deploy their applications on the same platform that you use for traditional applications yep all Pat said Cuba is gonna be the dial tone on the internet most Millennials might even know what dial tone is but a buddy mince is is that's the key fabric there's gonna work a straight and you know we've heard over the years skill gap skill gap not a lot of skills out there but when you look at the reality of skills gap it's really about skills gaps and shortages not enough people most CIOs and chief and major security are so that we talk to you say I don't want to fork my development teams I don't want to have three separate teams so I don't have to I want to have automation I want an operating model that's not gonna be fragmented this kind of speaks to this whole idea of you know interoperability and multi-cloud this seems to be the next big way behind ibrid I think it I think it is the next big wake the the thing that customers are looking for is a cloud operating model they like the ability for developers to be able to invoke new services on demand in a very agile way and we want to bring that cloud operating model to on-prem to Google cloud to Amazon Cloud to Microsoft cloud to any of our VC peepee partners you get the same cloud operating experience and it's all driven by a kubernetes based dial-tone it's effective and available within this platform so by bringing a single infrastructure platform that can one run in this hybrid manner and give you the cloud operating agility that developers are looking for that's what's key in version seven says Pat Kelsey near me when he says dial tone of the internet kubernetes does he mean always on or what does he mean specifically just that it's always available what's what says what's the meaning behind that that phrase the the first thing he means is that developers can come to the infrastructure which is the VMware cloud foundation and be able to work with a set of api's that are kubernetes api s-- so developers understand that they're looking for that they understand that dial tone right and you come to our VMware cloud foundation that runs across all these clouds you get the same API said that you can use to deploy their application okay so let's get into the value here of vSphere seven how does VMware vSphere 7 specifically help customers isn't just bolting on kubernetes to vSphere some will say is it that's simple or are you running product management no it's not that easy it's yeah some people say hey just Bolton kubernetes on vSphere it's it's not that easy so so one of the things if if anybody's actually tried deploying kubernetes first it's it's highly complicated um so so definitely one of the things that we're bringing is you call it a bolt on but it's certainly not like that we are making it incredibly simple you talked about IT operational shortages customers want to be able to deploy kubernetes environments in a very simple way the easiest way that we can you can do that is take your existing environment that are out ninety percent of IT and just turn on turn on the kubernetes dial tone and it is as simple as that now it's much more than that in version 7 as well we're bringing in a couple things that are very important you also have to be able to manage at scale just like you would in the cloud you want to be able to have infrastructure almost self-managed and upgrade and lifecycle manage itself and so we're bringing in a new way of managing infrastructure so that you can manage just large scale environments both on-premise and public cloud environments and scale and then associated with that as well is you must make it secure so there's a lot of enhancements we're building into the platform around what we call intrinsic security which is how can we actually build in truly a trusted platform for your developers and IIT yeah I mean I I was just going to touch on your point about the shortage of IT staff and how we are addressing that here the the way we are addressing that is that the IT administrators that are used to administering vSphere can continue to administer this enhanced platform with kubernetes the same way administered the older laces so they don't have to learn anything new they're just working the same way we are not changing any tools process technologies so same as it was before same as it was before more capable dealer and developers can come in and they see new capabilities around kubernetes so it's best of both worlds and what was the pain point that you guys are so obviously the ease-of-use is critical Asti operationally I get that as you look at the cloud native developer Saiga's infrastructure as code means as app developers on the other side taking advantage of it what's the real pain point that you guys are solving with vSphere 7 so I think it's it's it's multiple factors so so first is we've we've talked about agility a few times right there is DevOps as a real trend inside an IT organizations they need to be able to build and deliver applications much quicker they need to be able to respond to the business and to do that what they are doing is is they need infrastructure that is on demand so what what we're really doing in the core kubernetes kind of enablement is allowing that on-demand fulfillment of infrastructure so you get that agility that you need but it's it's not just tied to modern applications it's also your all of your existing business applications and your monitoring applications on one platform which means that you know you've got a very simple and and low-cost way of managing large-scale IT infrastructure so that's a that's a huge piece as well and and then I I do want to emphasize a couple of other things it's we're also bringing in new capabilities for AI and m/l applications for sa P Hana databases where we can actually scale to some of the largest business applications out there and you have all of the capabilities like like the GPU awareness and FPGA were FPGA awareness that we built into the platform so that you can truly run this as the fastest accelerated platform for your most extreme applications so you've got the ability to run those applications as well as your kubernetes and container based applications that's the accelerated application innovation piece of the announcement right that's right yeah it's it's it's quite powerful that we've actually brought in you know basically new hardware awareness into the product and expose that to your developers whether that's through containers or through VMs Chris I want to get your thoughts on the ecosystem and then the community but I want to just dig into one feature you mentioned I get the lifestyle improvement a life cycle improvement I get the application acceleration innovation but the intrinsic security is interesting could you take a minute explain what that is yeah so there's there's a few different aspects one is looking at how can we actually provide a trusted environment and that means that you need to have a way that the the key management that even your administrator is not able to get keys to the kingdom as we would call it you you want to have a controlled environment that you know some of the worst security challenges inside and some of the companies has been your Intel or internal IT staff so you've got to have a way that you can run a trusted environment in independent we've got these fair trust Authority that we released in version 7 that actually gives you a a secure environment for actually managing your keys to the kingdom effectively your certificates so you've got this you know continuous runtime now not only that we've actually gone and taken our carbon black features and we're actually building in full support for carbon black into the platform so that you've got negative security of even your application ecosystem yeah that's been coming up a lot conversations the carbon black in the security piece Chris obviously have vsphere everywhere having that operating model makes a lot of sense but you have a lot of touch points you got cloud hyper scale is got the edge you got partners so the other dominant market share and private cloud we are on Amazon as you well know as your Google IBM cloud Oracle cloud so all the major clouds there is a vSphere stack running so it allows customers if you think about it right it allows customers to have the same operating model irrespective where their workload is residing they can set policies compliance security they said it once it applies to all their environments across this hybrid cloud and it's all for a supported by our VMware cloud foundation which is powered by vSphere 7 yeah I think having that the cloud is API based having connection points and having that reliable easy to use is critical operating model all right guys so let's summarize the announcement what do you guys take Derek take away from this vSphere 7 what is the bottom line what's what's it really mean I think what we're if we look at it for developers we are democratizing kubernetes we already are in 90% of IT environments out there are running vSphere we are bringing to every one of those be sphere environments and all of the virtual infrastructure administrators they can now manage kubernetes environments you can you can manage it by simply upgrading your environment that's a really nice position rather than having independent kind of environments you need to manage so so I think that's that is one of the key things that's in here the other thing though is there is I don't think any other platform out there that other than vSphere that can run in your data center in Google's in Amazon's in Microsoft's in you know thousands of VC PP partners you have one hybrid platform that you can run with and that's got operational benefits that's got efficiency benefits that's got agility benefits yeah I just add to that and say that look we want to meet customers where they are in their journey and we want to enable them to make business decisions without technology getting in the way and I think the announcement that we made today with vSphere 7 is going to help them accelerate their digital transformation journey without making trade-offs on people process and technology and there's more to come that we're laser focused on making our platform the best in the industry for running all kinds of applications and the best platform for a hybrid and multi cloud and so you'll see more capabilities coming in the future stay tuned oh one final question on this news announcement which is this awesome vSphere core product for you guys if I'm the customer tell me why it's gonna be important five years from now because of what I just said it is the only platform that is going to be running across all the public clouds right which will allow you to have an operational model that is consistent across the clouds so think about it if you go to Amazon native and then you have orc Lord and as your you're going to have different tools different processes different people trained to work with those clouds but when you come to VMware and you use our cloud foundation you have one operating model across all these environments and that's going to be game-changing great stuff great stuff thanks for unpacking that for us graduates on the insulin Thank You Vera bees fear 7 News special report here inside the cube conversation I'm John Farrar your thanks for watch [Music] and welcome back everybody Jeff Rick here with the cube we are having a very special Q conversation and kind of the the ongoing unveil if you will of the new VMware vSphere 7 dot gonna get a little bit more of a technical deep dive here today we're excited to have a longtime cube alumni kit Kolbert here is the vp and CTO cloud platform at being work it great to see you yeah and and new to the cube jared rose off he's a senior director of product management at VMware and I'm guessin had a whole lot to do with this build so Jared first off congratulations for birthing this new release and great to have you on board alright so let's just jump into it from kind of a technical aspect what is so different about vSphere seven yeah great so vSphere seven baek's kubernetes right into the virtualization platform and so this means that as a developer I can now use kubernetes to actually provision and control workloads inside of my vSphere environment and it means as an IT admin I'm actually able to deliver kubernetes and containers to my developers really easily right on top of the platform I already run so I think we had kind of a sneaking suspicion that that might be coming when the with the acquisition of the hefty Oh team so really exciting news and I think it you tease it out quite a bit at VMware last year about really enabling customers to deploy workloads across environments regardless of whether that's on Prem public cloud this public cloud that public cloud so this really is the the realization of that vision yes yeah so we talked at VMworld about project Pacific right this technology preview and as Jared mentioned of what that was was how do we take kubernetes and really build it into vSphere as you know we had a hybrid cloud vision for quite a while now how do we proliferate vSphere to as many different locations as possible now part of the broader VMware cloud foundation portfolio and you know as we've gotten more and more of these instances in the cloud on-premises at the edge with service providers there's a secondary question how do we actually evolve that platform so it can support not just the existing workloads but also modern work clothes as well right all right so I think you brought some pictures for us a little demo so why don't ya well into there and let's see what it looks like you guys can cube the demo yes we're gonna start off looking at a developer actually working with the new VMware cloud foundation for an vSphere 7 so what you're seeing here is the developers actually using kubernetes to deploy kubernetes the self eating watermelon right so the developer uses this kubernetes declarative syntax where they can describe a whole kubernetes cluster and the whole developer experience now is driven by kubernetes they can use the coop control tool and all of the ecosystem of kubernetes api is and tool chains to provision workloads right into vSphere and so you know that's not just provisioning workloads though this is also key to the developer being able to explore the things they've already deployed so go look at hey what's the IP address that got allocated to that or what's the CPU load on this you know workload I just deployed on top of kubernetes we've integrated a container registry into vSphere so here we see a developer pushing and pulling container images and you know one of the amazing things about this is from an infrastructure as code standpoint now the developers infrastructure as well as their software is all unified in source control I can check in not just my code but also the description of the kubernetes environment and storage and networking and all the things that are required to run that app so now we're looking at a sort of a side-by-side view where on the right hand side is the developer continuing to deploy some pieces of their application and on the left-hand side we see V Center and what's key here is that as the developer deploys new things through kubernetes those are showing up right inside of the V center console and so the developer and IT are seeing exactly the same things with the same names and so this means what a developer calls their IT department says hey I got a problem with my database we don't spend the next hour trying to figure out which VM they're talking about they got the same name they say they see the same information so what we're gonna do is that you know we're gonna push the the developer screen aside and start digging into the vSphere experience and you know what you'll see here is that V Center is the V Center you've already known and loved but what's different is that now it's much more application focused so here we see a new screen inside of V Center vSphere namespaces and so these vSphere namespaces represent whole logical applications like a whole distributed system now as a single object inside a V Center and when I click into one of these apps this is a managed object inside of e spear I can click on permissions and I can decide which developers have the permission to deploy or read the configuration of one of these namespaces I can hook this into my Active Directory infrastructure so I can use the same you know corporate credentials to access the system I tap into all my existing storage so you know this platform works with all of the existing vSphere storage providers can use storage policy based management to provide storage for kubernetes and it's hooked in with things like DRS right so I can define quotas and limits for CPU and memory and all that's going to be enforced by Drs inside the cluster and again as an as an admin I'm just using vSphere but to the developer they're getting a whole kubernetes experience out of this platform now vSphere also now sucks in all this information from the kubernetes environment so besides you know seeing the VMS and and things that developers have deployed I can see all of the desired state specifications all the different kubernetes objects that the developers have created the compute network and storage objects they're all integrated right inside the the vCenter console and so once again from a diagnostics and troubleshooting perspective this data is invaluable it often saves hours just in trying to figure out what what we're even talking about when we're trying to resolve an issue so the you know as you can see this is all baked right into V Center the V Center experience isn't transformed a lot we get a lot of VI admins who look at this and say where's the kubernetes and they're surprised that like they've been managing kubernetes all this time it just looks it looks like the vSphere experience they've already got but all those kubernetes objects the pods and containers kubernetes clusters load balancer stores they're all represented right there natively in the V Center UI and so we're able to take all of that and make it work for your existing VI admins well that's a it's pretty it's pretty wild you know it really builds off the vision that again I think you kind of outlined kid teased out it at VMworld which was you know the IT still sees vSphere which is what they want to see when they're used to seeing but devs siku Nettie's and really bringing those together in a unified environment so that depending on what your job is and what you're working on that's what you're gonna see in this kind of unified environment yeah yeah as the demo showed it is still vSphere at the center but now there's two different experiences that you can have interacting with vSphere the kubernetes base one which is of course great for developers and DevOps type folks as well as the traditional vSphere interface API is which is great for VI admins and IT operations right and then and really it was interesting to you tease that a lot that was a good little preview of people knew they're watching but you talked about really cloud journey and and kind of this bifurcation of kind of classical school apps that are that are running in their classic memes and then kind of the modern you know county cloud native applications built on kubernetes and youyou outlined a really interesting thing that people often talk about the two ends of the spectrum and getting from one to the other but not really about kind of the messy middle if you will and this is really enabling people to pick where along that spectrum they can move their workloads or move their apps ya know I think we think a lot about it like that that we look at we talk to customers and all of them have very clear visions on where they want to go their future state architecture and that involves embracing cloud it involves modernizing applications and you know as you mentioned that it's it's challenging for them because I think what a lot of customers see is this kind of these two extremes either you're here where you are kind of the old current world and you got the bright Nirvana future on the far end there and they believe it's the only way to get there is to kind of make a leap from one side to the other that you have to kind of change everything out from underneath you and that's obviously very expensive very time-consuming and very error-prone as well there's a lot of things that can go wrong there and so I think what we're doing differently at VMware is really to your point as you call it the the messy middle I would say it's more like how do we offer stepping stones along that journey rather than making this one giant leap we had to invest all this time and resources how come you able people to make smaller incremental steps each of which have a lot of business value but don't have a huge amount of cost right and its really enabling kind of this next gen application where there's a lot of things that are different about about one of the fundamental things is we're now the application defines a reach sources that it needs to operate versus the resources defining kind of the capabilities of what the what the application can't do and that's where everybody is moving as quickly as as makes sense you said not all applications need to make that move but most of them should and most of them are and most of them are at least making that journey you see that yeah definitely I mean I think that you know certainly this is one of the big evolutions we're making in vSphere from you know looking historically at how we managed infrastructure one of things we enable in VCR 7 is how we manage applications right so a lot of the things you would do in infrastructure management of setting up security rules or encryption settings or you know your your resource allocation you would do this in terms of your physical and virtual infrastructure you talk about it in terms of this VM is going to be encrypted or this VM is gonna have this firewall rule and what we do in vSphere 7 is elevate all of that to application centric management so you actually look at an application and say I want this application to be constrained to this much CPU or I want this application to be have these security rules on it and so that shifts the focus of management really up to the application level right yeah and like I kind of even zoom back a little bit there and say you know if you look back one thing we did was something like V San before that people had to put policies on a LUN you know an actual storage LUN and a storage array and then by virtue of a workload being placed on that array it inherited certain policies right and so these have turned that around allows you to put the policy on the VM but what jerez talking about now is that for a modern workload a modern were close not a single VM it's it's a collection of different things you've got some containers in there some VMs probably distributed maybe even some on-prem some in the cloud and so how do you start managing that more holistically and this notion of really having an application as a first-class entity that you can now manage inside of vSphere it's really powerful and very simplifying one right and why this is important is because it's this application centric point of view which enables the digital transformation that people are talking about all the time that's it's a nice big word but the rubber hits the road is how do you execute and deliver applications and more importantly how do you continue to evolve them and change them you know based on either customer demands or competitive demands or just changes in the marketplace yeah well you look at something like a modern app that maybe has a hundred VMs that are part of it and you take something like compliance right so today if I want to check of this app is compliant I got to go look at every individual VM and make sure it's locked down and hardened and secured the right way but now instead what I can do is I can just look at that one application object inside of each Center set the right security settings on that and I can be assured that all the different objects inside of it are gonna inherit that stuff so it really simplifies that it also makes it so that that admin can handle much larger applications you know if you think about vCenter today you might log in and see a thousand VMs in your inventory when you log in with vSphere seven what you see is a few dozen applications so a single admin can manage a much larger pool of infrastructure many more applications and they could before because we automate so much of that operation and it's not just the scale part which is obviously really important but it's also the rate of change and this notion of how do we enable developers to get what they want to get done done ie building applications well at the same time enabling the IT operations teams to put the right sort of guardrails in place around compliance and security performance concerns these sorts of elements and so being by being able to have the IT operations team really manage that logical application at that more abstract level and then have the developer be able to push in new containers or new VMs or whatever they need inside of that abstraction it actually allows those two teams to work actually together and work together better they're not stepping over each other but in fact now they can both get what they need to get done done and do so as quickly as possible but while also being safe and in compliance is ready fourth so there's a lot more to this is a very significant release right again a lot of foreshadowing if you go out and read the tea leaves that's a pretty significant you know kind of RER context or many many parts of ease of beer so beyond the kubernetes you know kind of what are some of the other things that are coming out and there's a very significant release yeah it's a great question because we tend to talk a lot about kubernetes what was project Pacific but is now just part of vSphere and certainly that is a very large aspect of it but to your point you know vSphere 7 is a massive release with all sorts of other features and so instead of a demo here let's pull up with some slides right look at what's there so outside of kubernetes there's kind of three main categories that we think about when we look at vSphere seven so the first first one is simplified lifecycle management and then really focus on security it's a second one and then applications as well out both including you know the cloud native apps that don't fit in the kubernetes bucket as well as others and so we go on the first one the first column there there's a ton of stuff that we're doing around simplifying life cycle so let's go to the next slide here where we can dive in a little bit more to the specifics so we have this new technology vSphere lifecycle management VL cm and the idea here is how do we dramatically simplify upgrades lifecycle management of the ESX clusters and ESX hosts how do we make them more declarative with a single image you can now specify for an entire cluster we find that a lot of our vSphere admins especially at larger scales have a really tough time doing this there's a lot of in and out today it's somewhat tricky to do and so we want to make it really really simple and really easy to automate as well so if you're doing kubernetes on kubernetes I suppose you're gonna have automation on automation right because they're upgrading to the sevens is probably not any consequent inconsequential tasks mm-hm and yeah and going forward and allowing you know as we start moving to deliver a lot of this great VCR functionality at a more rapid clip how do we enable our customers to take advantage of all those great things we're putting out there as well right next big thing you talk about is security yep we just got back from RSA thank goodness we got that that show in before all the badness started yeah but everyone always talked about security's got to be baked in from the bottom to the top yeah talk about kind of the the changes in the security so done a lot of things around security things around identity Federation things around simplifying certificate management you know dramatic simplifications there across the board one I want to focus on here on the next slide is actually what we call vSphere trust Authority and so with that one what we're looking at here is how do we reduce the potential attack surfaces and really ensure there's a trusted computing base when we talk to customers what we find is that they're nervous about a lot of different threats including even internal ones right how do they know all the folks that work for them can be fully trusted and obviously if you're hiring someone you somewhat trust them but you know what what's how do you implement that the concept of least privilege right or zero trust right yeah topic exactly so the idea with trust authorities that we can specify a small number of physical ESX hosts that you can really lock down and sure fully secure those can be managed by a special vCenter server which is in turn very lockdown only a few people have access to it and then those hosts and that vCenter can then manage other hosts that are untrusted and can use attestation to actually prove that okay these untrusted hosts haven't been modified we know they're okay so they're okay to actually run workloads on they're okay to put data on and that sort of thing so is this kind of like building block approach to ensure that businesses can have a very small trust base off of which they can build to include their entire vSphere environment right and then the third kind of leg of the stool is you know just better leveraging you know kind of a more complex asset ecosystem if you know what things like FPGAs and GPUs and you know kind of all of the various components that power these different applications which now the application could draw the appropriate resources as needed so you've done a lot of work here as well yeah there's a ton of innovation happening in the hardware space as you mentioned all sort of accelerators coming out we all know about GPUs and obviously what they can do for machine learning and AI type use cases not to mention 3d rendering but you know FPGAs and all sorts of other things coming down the pike as well there and so what we found is that as customers try to roll these out they have a lot of the same problems that we saw in the very early days of virtualization ie silos of specialized hardware that different teams were using and you know what you find is all things we found before you found we find very low utilization rates inability to automate that inability to manage that well putting security and compliance and so forth and so this is really the reality that we see at most customers and it's funny because and some ones you think well well shouldn't we be past this as an industry shouldn't we have solved this already you know we did this with virtualization but as it turns out the virtualization we did was for compute and then storage and network but now we really needed to virtualize all these accelerators and so that's where this bit fusion technology that we're including now with vSphere it really comes to the forefront so if you see in the current slide we're showing here the challenge is that just these separate pools of infrastructure how do you manage all that and so if you go to the we go to the next slide what we see is that with bit fusion you can do the same thing that we saw with compute virtualization you can now pool all these different silos infrastructure together so they become one big pool of GPUs of infrastructure that anyone in an organization can use we can you know have multiple people sharing a GPU we can do it very dynamically and the great part of it is is that it's really easy for these folks to use they don't even need to think about it in fact integrates seamlessly with their existing workflows so it's pretty it's pretty trick is because the classifications of the assets now are much much larger much varied and much more workload specific right that's really the opportunities flash they are they're good guys are diverse yeah and so like you know a couple other things just I don't have a slide on it but just things we're doing to our base capabilities things around DRS and vmotion really massive evolutions there as well to support a lot of these bigger workloads right so you look at some of the massive sa P Hana or Oracle databases and how do we ensure that the emotion can scale to handle those without impacting their performance or anything else they're making DRS smarter about how it does load balancing and so forth right now a lot of this stuff not just kind of brand new cool new accelerator stuff but it's also how do we ensure the core ass people have already been running for many years we continue to keep up with the innovation and scale there as well right all right so do I give you the last word you've been working on this for a while there's a whole bunch of admins that have to sit and punch keys what do you what do you tell them what should they be excited about what are you excited for them in this new release I think what I'm excited about is how you know IT can really be an enabler of the transformation of modern apps right I think today you look at a lot of these organizations and what ends up happening is the app team ends up sort of building their own infrastructure on top of IT infrastructure right and so now I think we can shift that story around I think that there's you know there's an interesting conversation that a lot of IT departments and appdev teams are gonna be having over the next couple years about how do we really offload some of these infrastructure tasks from the dev team make you more productive give you better performance availability disaster recovery and these kinds of capabilities awesome well Jared congratulations that get both of you for forgetting to release out I'm sure it was a heavy lift and it's always good to get it out in the world and let people play with it and thanks for for sharing a little bit more of a technical deep dive I'm sure there's ton more resources from people I even want to go down into the weeds so thanks for stopping by thank you thank you all right ease Jared he's kid I'm Jeff you're watching the cube we're in the Palo Alto studios thanks for watching we'll see you next time [Music] hi and welcome to a special cube conversation I'm Stu min a minute and we're digging into VMware vSphere seven announcement we've had conversations with some of the executives some of the technical people but we know that there's no better way to really understand a technology than to talk to some of the practitioners that are using it so really happy to have joined me for the program I have Bill Buckley Miller who is in infrastructure designer with British Telecom joining me digitally from across the pond bill thanks so much for joining us nice - all right so Phil let's start of course British Telecom I think most people know you know what BT is and it's a you know a really sprawling company tell us a little bit about you know your group your role and what's your mandate okay so my group it's called service platforms it's the bit of BT that services all of our multi millions of our customers so they we have broadband we have TV we have mobile we have DNS and email systems and one and it's all about our customers it's not a B to be part of BT you with me we we specifically focus on those kind of multi million customers that we've got in those various services I'm in particular my group is for we do infrastructure so we really do from data center all the way up to really about boot time or so we'll just past boot time and the application developers look after that stage and above okay great we definitely gonna want to dig in and talk about that that boundary between the infrastructure teams and the application teams but let's talk a little bit first you know we're talking about VMware so you know how long's your organization been doing VMware and tell us you know what you see with the announcement that VMware's making work BC or seven sure well I mean we've had a really great relationship with VMware for about twelve thirteen years something like that and it's a absolutely key part of our of our infrastructure it's written throughout BT really in every part of our operations design development and the whole ethos of the company is based around a lot of VMware products and so one of the challenges that we've got right now is application architectures are changing quite significantly at the moment and as you know in particular with serving us and with containers and a whole bunch of other things like that we're very comfortable with our ability to manage VMs and have been for a while we currently use extensively we use vSphere NSX t.v raps log insight network insight and a whole bunch of other VMware constellation applications and our operations teams know how to use that they know how to optimize they know how to capacity plan and troubleshoot so that's that's great and that's been like that for a half a decade at least we've been really really confident with our ability to still with Yemen where environments and Along Came containers and like I say multi cloud as well and what we were struggling with was the inability to have a cell pane a glass really on all of that and to use the same people and the same same processes to manage a different kind of technology so we we'd be working pretty closely with VMware on a number of different containerization products for several years now I would really closely with the b-string integrated containers guys in particular and now with the Pacific guys with really the idea that when we we bring in version 7 and the containerization aspects of version 7 we'll be in a position to have that single pane of glass to allow our operations team to really barely differentiate between what's a VM and what's a container that's really the holy grail right so we'll be able to allow our developers to develop our operations team to deploy and to operate and our designers to see the same infrastructure whether that's on premises cloud or off premises and be able to manage the whole piece in that was bad ok so Phil really interesting things you walked through here you've been using containers in a virtualized environment for a number of years want to understand in the organizational piece just a little bit because it sounds I manage all the environment but you know containers are a little bit different than VMs you know if I think back you know from an application standpoint it was you know let's stick it in a vm I don't need to change it and once I spin up a VM often that's gonna sit there for you know months if not years as opposed to you know I think about a containerization environment it's you know I really want a pool of resources I'm gonna create and destroy things all the time so you know bring us inside that organizational piece you know how much will there need to be interaction and more interaction or change in policies between your infrastructure team and your app dev team well yes making absolutely right that's the nature and that the time scales that were talking about between VMs and containers oh he's wildly different as you say we we probably oughta certainly have VMs in place now that were in place in 2000 and 2018 certainly but I imagine I haven't haven't really been touched whereas as you say VMs and a lot of people talk about spinning them all up all the time there are parts of our architecture that require that in particular the very client facing bursty stuff it you know does require spinning up spinning down pretty quickly but some of our smaller the containers do sit around for weeks if not if not months I really just depend on the development cycle aspects of that but the heartbeat that we've we've really had was just the visualizing it and there are a number different products out there that allow you to see the behavior of your containers and understand the resource requirements that they are having at any given moment allows troubleshoot and so on but they are not they need their new products their new things that we we would have to get used to and also it seems that there's an awful lot of competing products quite a Venn diagram if in terms of functionality and user abilities to do that so through again again coming back to being able to manage through vSphere to be able to have a list of VMs and alongside it is a list of containers and to be able to use policies to define how the behave in terms of their networking to be able to essentially put our deployments on Rails by using in particular tag based policies means that we can take the onus of security we can take the onus of performance management and capacity management away from the developers you don't really care about a lot of time and they can just get on with their job which is to develop new functionality and help our customers so that then means that then we have to be really responsible about defining those policies and making sure that they're adhered to but again we know how to do that with VMs new visa so the fact that we can actually apply that straightaway just to add slightly different completely unit which is really what we're talking about here is ideal and then to be able to extend that into multiple clouds as well because we do use multiple cards where AWS and as your customers and were between them is an opportunity that we can't do anything of them be you know excited about take oh yeah still I really like how you described it really the changing roles that are happening there in your organization need to understand right there's things that developers care about you know they want to move fast they want to be able to build new things and there's things that they shouldn't have to worry about and you know we talked about some of the new world and it's like oh can the platform underneath this take care of it well there there's some things platforms take care of there's some things that the software or you know your theme is going to need to understand so maybe if you could dig in a little bit some of those what are the drivers from your application portfolio what is the business asking of your organization that that's driving this change and you know being one of those you know tailwind pushing you towards you know kubernetes and the the vSphere 7 technologies well it all comes down with the customers right our customers want new functionality they want new integrations they want new content and they want better stability and better performance and our ability to extend or contracting capacity as needed as well so they're the real ultimate we want to give our customers the best possible experience of our products and services so we have to address that really from a development perspective it's our developers that have the responsibility to design them to deploy those so we have to in infrastructure we have to act as a firm foundation really underneath all of that that allows them to know that what they spend their time and develop and want to push out to our customers is something that can be trusted as performant we understand where their capacity requirements are coming from in in the short term and in the long term for that and it's secure as well obviously is a big aspect to it so really we're just providing our developers with the best possible chance of giving our customers what will hopefully make them delighted great Phil you've mentioned a couple of times that you're using public clouds as well as you know your your your your VMware farm one of make sure I if you can explain a little bit a couple of things number one is when it comes to your team especially your infrastructure team how much are they involved with setting up some of the the basic pieces or managing things like performance in the public cloud and secondly when you look at your applications are some of your clouds some of your applications hybrid going between the data center and the public cloud and I haven't talked to too many customers that are doing applications that just live in any cloud and move things around but you know maybe if you could clarify those pieces as to you know what cloud really means to your organization and your applications sure well I mean to us climate allows us to accelerate development she's nice because it means we don't have to do on-premises capacity lifts for new pieces of functionality or so we can initially build in the cloud and test in the cloud but very often applications really make better sense especially in the TV environment where people watch TV all the time I mean yes there are peak hours and lighter hours of TV watching same goes for broadband really but we generally we're well more than an eight-hour application profile so what that allows us to do then is to have well it makes sense we run them inside our organization where we have to run them in our organization for you know data protection reasons or whatever then we can do that as well but where we say for instance we have a boxing match on and we're going to be seen enormous spike in the amount of customers that want to sign up into our order journey for to allow them to view that and to gain access to that well why would you spend a lot of money on servers just for that level of additional capacity so we do absolutely have hybrid applications not sorry hybrid blocks we have blocks of suburb locations you know dozens of them really to support oil platform and what you would see is that if you were to look at our full application structure for one of the platform as I mentioned that some of the smoothers application blocks I have to run inside some can run outside and what we want to be able to do is to allow our operations team to define that again by policy as to where they run and to you know have a system that allows us to transparently see where they're running how they're running and the implications of those decisions so that we can tune those maybe in the future as well and that way we best serve our customers we you know we get to get our customers yeah what they need all right great Phil final question I have for you you've been through a few iterations of looking at VMS containers public cloud what what advice would you give your peers with the announcement of vSphere 7 and how they can look at things today in 2020 versus what they might have looked at say a year or two ago well I'll be honest I was a little bit surprised by vSphere so we knew that VMware we're working on trying to make containers on the same level both from a management deployment perspective as we MS I mean they're called VMware after all we knew that they were looking it's no surprise by just quite how quickly they've managed to almost completely reinvent their application really it's you know if you look at the whole tansy stuff from the Mission Control stuff I think a lot of people were blown away by just quite how happy VMware were to reinvent themselves and from an application perspective you know and to really leap forward and this is the very between version six and seven I've been following these since version three at least and it's an absolutely revolutionary change in terms of the overall architecture the aims to - what they want to achieve with the application and you know luckily the nice thing is is that if you're used to version six is not that big a deal it's really not that big a deal to move forward at all it's not such a big change to process and training and things like that but my word there's no awful lot of work underneath that underneath the covers and I'm really excited and I think other people in my position should really just take it as an opportunity to really revisit what they can achieve with them in particular with vSphere and with in combination with and SXT it's it's but you know it's quite hard to put into place unless you've seen the slide or slides about it and useless you've seen the products just how revolutionary the the version 7 is compared to previous revisions which have kind of evolved for a couple of years so yeah I think I'm really excited to run it and know a lot of my peers other companies that I speak with quite often are very excited about seven as well so yeah I'm really excited about the whole ball base well Phil thank you so much absolutely no doubt this is a huge move for VMware the entire company and their ecosystem rallying around helped move to the next phase of where application developers and infrastructure need to go Phil Buckley joining us from British Telecom I'm Stu minimun thank you so much for watching the queue
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VMware D2
[Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] you [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] [Music] hello and welcome to the Palo Alto students of the cube um John free we're here for a special cube conversation and special report big news from VMware discuss the launch of the availability of vSphere 7 I'm here with Chris Prasad SVP and general manager of the vSphere business and cloud platform business unit and Paul Turner VP a VP of Product Management guys thanks for coming in and talking about the big news thank you for having us you guys announced some interesting things back in march around containers kubernetes and vSphere Chris just about the hard news what's being announced today we are announcing the general availability of vSphere 7 John it's by far the biggest release that we have done in the last 10 years we previewed it this project Pacific a few months ago with this release we are putting kubernetes native support into the vSphere platform what that allows us to do is give customers the ability to run both modern applications based on kubernetes and containers as well as traditional VM based applications on the same platform and it also allows the IT departments to provide their developers cloud operating model using the VMware cloud foundation that is powered by this release this is a key part of our tansu portfolio of solutions and products that we announced this year and it is star gated fully at the developers of modern applications and the specific news is vSphere 7 is general available generally vSphere 7 yes ok that so let's on the trend line here the relevance is what what's the big trend line that this is riding obviously we saw the announcements at VMworld last year and throughout the year there's a lot of buzz pascal Cerner says there's a big wave here with kubernetes what does this announcement mean for you guys with the marketplace trend yeah so what kubernetes is really about is people trying to have an agile operation they're trying to modernize their IT applications and they the best way to do that is build off your current platform expanded and and make it a an innovative a agile platform for you to run kubernetes applications and VM applications together I'm not just that customers are also looking at being able to manage a hybrid cloud environment both on Prem and public cloud together so they want to be able to evolve and modernize their application stack but modernize their infrastructure stack which means hybrid cloud operations with innovative applications kubernetes or container based applications and VMs was excited about this trend Chris we were talking with us at vmworld last year and we've had many conversations around cloud native but you're seeing cloud native becoming the operating model for modern business I mean this is really the move to the cloud if you look at the successful enterprises and even the suppliers the on-premises piece if not move to the cloud native marketplace technologies the on premise isn't effective so it's not so much on premises going away we know it's not but it's turning into cloud native this is the move to the cloud generally this is a big wave yeah absolutely I mean if John if you think about it on-premise we have significant market share by far the leader in the market and so what we are trying to do with this is to allow customers to use the current platform they are using but bring their application modern application development on top of the same platform today customers tend to set up stacks which are different right so you have a kubernetes stack you have a stack for the traditional applications you have operators and administrators who are specialized in kubernetes on one side and you have the traditional VM operators on the other side with this move what we are saying is that you can be on the same common platform you can have the same administrators who are used to administering the environment that you already had and at the same time offer the developers what they like which is kubernetes dial tone that they can come and deploy their applications on the same platform that you use for traditional applications yeah Paul Paul Pat said Cuba is gonna be the dial tone on the internet most Millennials might even know what dial tone is but what he meant is is that's the key fabric there's gonna work a straight and you know we've heard over the years skill gap skill gap not a lot of skills out there but when you look at the reality of skills gap it's really about skills gaps and shortages not enough people most CIOs and chief and major securitizers as we talk to you say I don't want to fork my development teams I don't want to have three separate teams so I don't have to I I want to have automation I want an operating model that's not gonna be fragmented this kind of speaks to this whole idea of you know interoperability and multi clout this seems to be the next big way behind ibrid I think it I think it is the next big wake the the thing that customers are looking for is a cloud operating model they like the ability for developers to be able to invoke new services on demand in a very agile way and we want to bring that cloud operating model to on-prem to Google cloud to Amazon Cloud to Microsoft cloud to any of our VC PP partners you get the same cloud operating experience and it's all driven by kubernetes based dial tone it's effective and available within this platform so by bringing a single infrastructure platform that can one run in this hybrid manner and give you the cloud operating agility that developers are looking for that's what's key in version seven says Pat Kelsey near me when he says dial tone of the Internet kubernetes does he mean always on or what does he mean specifically just that it's always available what's what says what's the meaning behind that that phrase no I the the first thing he means is that developers can come to the infrastructure which is the VMware cloud foundation and be able to work with a set of api's that are kubernetes api s-- so developers understand that they are looking for that they understand that dial tone right and you come to our VMware cloud foundation that one across all these clouds you get the same API said that you can use to deploy that application okay so let's get into the value here of vSphere seven how does vmware vsphere 7 specifically help customers isn't just bolting on kubernetes to vSphere some will say is it that's simple or user you running product management no it's not that easy it's yeah some people say hey use bolton kubernetes on vSphere it's it's not that easy so so one of the things if if anybody has actually tried deploying kubernetes first its highly complicated and so so definitely one of the things that we're bringing is you call it a bolt-on but it's certainly not like that we are making it incredibly simple and you talked about IT operational shortages customers want to be able to deploy kubernetes environments in a very simple way the easiest way that we can you can do that is take your existing environment that are out 90% of IT and just turn on turn on the kubernetes dial tone and it is as simple as that now it's much more than that in version 7 as well we're bringing in a couple things that are very important you also have to be able to manage at scale just like you would in the cloud you want to be able to have infrastructure almost self manage and upgrade and lifecycle manage itself and so we're bringing in a new way of managing infrastructure so that you can manage just large-scale environments both on-premise and public cloud environments and scale and then associated with that as well is you must make it secure so there's a lot of enhancements we're building into the platform around what we call intrinsic security which is how can we actually build in truly a trusted platform for your developers and IT yeah I mean I I was just going to touch on your point about the shortage of IT staff and how we are addressing that here the the way we are addressing that is that the IT administrators that are used to administering vSphere can continue to administer this enhanced platform with kubernetes the same way they administered the older releases so they don't have to learn anything new they are just working the same way we are not changing any tools process technologies so same as it was before same as Italy before more capable they are and developers can come in and they see new capabilities around kubernetes so it's best of both worlds and what was the pain point that you guys are so obviously the ease-of-use is critical Asti operationally I get that as you look at the cloud native developer Saiga's infrastructure as code means as app developers on the other side taking advantage of it what's the real pain point that you guys are solving with vSphere 7 so I think it's it's it's multiple factors so so first is we've we've talked about agility a few times right there is DevOps is a real trend inside an IT organizations they need to be able to build and deliver applications much quicker they need to be able to respond to the business and to do that what they are doing is is they need infrastructure that is on demand so what what we're really doing in the core kubernetes kind of enablement is allowing that on-demand fulfillment of infrastructure so you get that agility that you need but it's it's not just tied to modern applications it's also your all of your existing business applications and your modern applications on one platform which means that you know you've got a very simple and and low-cost way of managing large-scale IT infrastructure so that's a that's a huge piece as well and and then I I do want to emphasize a couple of other things it's we're also bringing in new capabilities for AI and ML applications for sa P Hana databases where we can actually scale to some of the largest business applications out there and you have all of the capabilities like like the GPU awareness and FPGA our FPGA awareness that we built into the platform so that you can truly run this as the fastest accelerated platform for your most extreme applications so you've got the ability to run those applications as well as your kubernetes and container based applications that's the accelerated application innovation piece of the announcement right that's right yeah it's it's it's quite powerful that we've actually brought in you know basically new hardware awareness into the product and expose that to your developers whether that's through containers or through VMs Chris I want to get your thoughts on the ecosystem and then in the community but I want to just dig into one feature you mentioned I get the lifestyle improvement a life cycle improvement I get the application acceleration innovation but the intrinsic security is interesting could you take a minute explain what that is yeah so there's there's a few different aspects one is looking at how can we actually provide a trusted environment and that means that you need to have a way that the the key management that even your administrator is not able to get keys to the kingdom as we would call it you you want to have a controlled environment that you know some of the worst security challenges inside and some of the companies has been your in choler internal IT staff so you've got to have a way that you can run a trusted environment and independent we've got these fair trust authority that we released in version 7 that actually gives you a a secure environment for actually managing your keys to the kingdom effectively your certificates so you've got this you know continuous runtime now not only that we've actually gone and taken our carbon black features and we're actually building in full support for carbon black into the platform so that you've got negative security of even your application ecosystem yeah that's been coming up a lot in conversations the carbon black on the security piece chrishelle see these fear everywhere having that operating model makes a lot of sense but you have a lot of touch points you got cloud hyper scale is that the edge you got partners so the other dominant market share and private cloud we are on Amazon as you well know as your Google IBM cloud Oracle cloud so all the major clouds there is a vSphere stack running so it allows customers if you think about it right it allows customers to have the same operating model irrespective of where their workload is residing they can set policies compliance security they said it wants it applies to all their environments across this hybrid cloud and it's all fun a supported by our VMware cloud foundation which is powered by vSphere 7 yeah I think having that the cloud is API based having connection points and having that reliable easy to use is critical operating model all right guys so let's summarize the announcement what do you guys take dare take away from this vSphere 7 what is the bottom line what's what's it really mean I I think what we're if we look at it for developers we are democratizing kubernetes we already are in 90% of IT environments out there are running vSphere we are bringing to every one of those vSphere environments and all of the virtual infrastructure administrators they can now manage kubernetes environments you can you can manage it by simply upgrading your environment that's a really nice position rather than having independent kind of environments you need to manage so so I think that's that is one of the key things that's in here the other thing though is there is I don't think any other platform out there that other than vSphere that can run in your data center in Google's in Amazon's in Microsoft's in you know thousands of VC PP partners you have one hybrid platform that you can run with and that's got operational benefits that's got efficiency benefits that's got agility benefits yeah I just add to that and say that look we want to meet customers where they are in their journey and we want to enable them to make business decisions without technology getting in the way and I think the announcement that we made today with vSphere 7 is going to help them accelerate their digital transformation journey without making trade-offs on people process and technology and there's more to come that we're laser focused on making our platform the best in the industry for running all kinds of applications and the best platform for a hybrid and multi cloud and so you'll see more capabilities coming in the future stay tuned oh one final question on this news announcement which is this awesome we spear core product for you guys if I'm the customer tell me why it's gonna be important five years from now because of what I just said it is the only platform that is going to be running across all the public clouds right which will allow you to have an operational model that is consistent across the clouds so think about it if you go the Amazon native and then yeah warlord and agile you're going to have different tools different processes different people trained to work with those clouds but when you come to VMware and you use our cloud foundation you have one operating model across all these environments and that's going to be game-changing great stuff great stuff thanks for unpacking that for us graduates on the announcement thank you at vSphere 7 News special report here inside the cube conversation I'm John Fergus thanks for watching [Music] and welcome back everybody Jeff Rick here with the cube we are having a very special cube conversation and kind of the the ongoing unveil if you will of the new a VMware vSphere seven dot gonna get a little bit more of a technical deep dive here today we're excited to have a longtime cube alumni kit Kolbert here is the vp and CTO cloud platform at being work it great to see you yeah and and new to the cube jared rose off he's a senior director of product management at VMware and I'm guessin had a whole lot to do with this build so Jared first off congratulations for birthing this new release and great to have you on board alright so let's just jump into it from kind of a technical aspect what is so different about vSphere seven yeah great so vSphere seven baek's kubernetes right into the virtualization platform and so this means that as a developer I can now use kubernetes to actually provision and control workloads inside of my vSphere environment and it means as an IT admin I'm actually able to deliver kubernetes and containers to my developers really easily right on top of the platform I already run so I think we had kind of a sneaking suspicion that that might be coming when the with the acquisition of the hefty Oh team so really exciting news and I think it you tease it out quite a bit at VMware last year about really enabling customers to deploy workloads across environments regardless of whether that's on Prem public cloud this public cloud that public cloud so this really is the realization of that vision yes yeah so we talked at VMworld about project Pacific all right this technology preview and as Jared mentioned of what that was was how do we take kubernetes and really build it into vSphere as you know we had a hybrid cloud vision for quite a while now how do we proliferate vSphere to as many different locations as possible now part of the broader VMware cloud foundation portfolio and you know as we've gotten more and more of these instances in the cloud on-premises at the edge with service providers there's a secondary question how do we actually evolve that platform so it can support not just the existing workloads but also modern workflows as well right all right so I think you brought some pictures for us a little demo so I don't know yeah why was dive into there and let's see what it looks like you guys can cube the demo yes we're gonna start off looking at a developer actually working with the new VMware cloud foundation for an vSphere 7 so what you're seeing here is the developers actually using kubernetes to deploy kubernetes the self eating watermelon right so the developer uses this kubernetes declarative syntax where they can describe a whole kubernetes cluster and the whole developer experience now is driven by kubernetes they can use the coop control tool and all of the ecosystem of kubernetes api is and tool chains to provision workloads right into vSphere and so you know that's not just provisioning workloads though this is also key to the developer being able to explore the things they've already deployed so go look at hey what's the IP address that got allocated to that or what's the CPU load on this you know workload I just deployed on top of kubernetes we've integrated a container registry into vSphere so here we see a developer pushing and pulling container images and you know one of the amazing things about this is from an infrastructure as code standpoint now the developers infrastructure as well as their software is all unified in source control I can check in not just my code but also the description of the kubernetes environment and storage and networking and all the things that are required to run that app so now we're looking at a sort of a side-by-side view where on the right hand side is the developer continuing to deploy some pieces of their application and on the left-hand side we see V Center and what's key here is that as the developer deploys new things through kubernetes those are showing up right inside of the V center console and so the developer and IT are seeing exactly the same things with the same names and so this means what a developer calls their IT department says hey I got a problem with my database we don't spend the next hour trying to figure out which VM they're talking about they got the same name they say they see the same information so what we're gonna do is that you know we're gonna push the the developer screen aside and start digging into the vSphere experience and you know what you'll see here is that V Center is the V Center you've already known and loved but what's different is that now it's much more application focused so here we see a new screen inside of V Center vSphere namespaces and so these vSphere namespaces represent logical applications like a whole distributed system now as a single object inside a V Center and when I click into one of these apps this is a managed object inside of East fear I can click on permissions and I can decide which developers have the permission to deploy or read the configuration of one of these namespaces I can hook this into my active directory infrastructure so I can use the same you know corporate credentials to access the system I tap into all my existing storage so you know this platform works with all of the existing vSphere storage providers I can use storage policy based management to provide storage for kubernetes and it's hooked in with things like DRS right so I can define quotas and limits for CPU and memory and all that's going to be enforced by DRS inside the cluster and again as an as an admin I'm just using vSphere but to the developer they're getting a whole kubernetes experience out of this platform now vSphere also now sucks in all this information from the kubernetes environment so besides you know seeing the VMS and and things that developers have deployed i can see all of the desired state specifications all the different kubernetes objects that the developers have created the compute network and storage objects they're all integrated right inside the the vCenter console and so once again from a diagnostics and troubleshooting perspective this data is invaluable it often saves hours just in trying to figure out what what we're even talking about when we're trying to resolve an issue so the you know as you can see this is all baked right into V Center the V Center experience isn't transformed a lot we get a lot of VI admins who look at this and say where's the kubernetes and they're surprised that like they've been managing kubernetes all this time it just looks it looks like the vSphere experience they've already got but all those kubernetes objects the pods and containers kubernetes clusters load balancer stores they're all represented right there natively in the V Center UI and so we're able to take all that and make it work for your existing VI admins well that's a it's pretty it's pretty wild you know it really builds off the vision that again I think you kind of outlined kit teased out it at VMworld which was you know the IT still sees vSphere which is what they want to see when they're used to seeing but devs siku Nettie's and really bringing those together in a unified environment so that depending on what your job is and what you're working on that's what you're gonna see in this kind of unified environment yeah yeah as the demo showed it is still vSphere at the center but now there's two different experiences that you can have interacting with vSphere the kubernetes base one which is of course great for developers and DevOps type folks as well as a traditional vSphere interface API is which is great for VI admins and IT operations right and then and really it was interesting to you tease that a lot that was a good little preview of people knew they're watching but you talked about really cloud journey and and kind of this bifurcation of kind of classic old-school apps that are that are running in their classic themes and then kind of the modern you know counting cloud native applications built on kubernetes and youyou outlined a really interesting thing that people often talk about the two ends of the spectrum and getting from one to the other but not really about kind of the messy middle if you will and this is really enabling people to pick where along that spectrum they can move their workloads or move their apps ya know I think we think a lot about it like that that we look at we talk to customers and all of them have very clear visions on where they want to go their future state architecture and that involves embracing cloud it involves modernizing applications and you know as you mentioned that it's it's challenging for them because I think what a lot of customers see is this kind of these two extremes either you're here where you are kind of the old current world and you got the bright Nirvana future on the far end there and they believe it's the only way to get there is to kind of make a leap from one side to the other that you have to kind of change everything out from underneath you and that's obviously very expensive very time-consuming and very error-prone as well there's a lot of things that can go wrong there and so I think what we're doing differently at VMware is really to your point as you call it the messy middle I would say it's more like how do we offer stepping stones along that journey rather than making this one giant leap we had to invest all this time and resources how come you able people to make smaller incremental steps each of which have a lot of business value but don't have a huge amount of cost right and its really enabling kind of this next gen application where there's a lot of things that are different about it but one of the fundamental things is we're now the application defines a sources that it needs to operate versus the resources defining kind of the capabilities of what the what the application can do and that's where everybody is moving as quickly as as makes sense you said not all applications need to make that move but most of them should and most of them are and most of them are at least making that journey did you see that yeah definitely I mean I think that you know certainly this is one of the big evolutions we're making in vSphere from you know looking historically at how we managed infrastructure one of things we enable in VCR 7 is how we manage applications right so a lot of the things you would do in infrastructure management of setting up security rules or encryption settings or you know your resource allocation you would do this in terms of your physical and virtual infrastructure you talked about it in terms of this VM is going to be encrypted or this VM is gonna have this firewall rule and what we do in vSphere 7 is elevate all of that to application centric management so you actually look at an application and say I want this application to be constrained to this much CPU or I want this application to be have these security rules on it and so that shifts the focus of management really up to the application level right yeah and like kind of even zoom back a little bit there and say you know if you look back one thing we did was something like V San before that people had to put policies on a LUN you know an actual storage LUN and a storage array and then by virtue of a workload being placed on that array it inherited certain policies right and so these hammer turned that around allows you to put the policy on the VM but what jerez talking about now is that for a modern workload amount and we're closed not a single VM it's it's a collection of different things you've got some containers in there some VMs probably distributed maybe even some on-premise I'm in the cloud and so how do you start managing that more holistically and this notion of really having an application as a first-class entity that you can now manage inside a vSphere it's really powerful and very simplifying one right and why this is important is because it's this application centric point of view which enables the digital transformation that people are talking about all the time that's it's a nice big word but the rubber hits the road is how do you execute and deliver applications and more importantly how do you continue to evolve them and change them you know based on either customer demands or competitive demands or just changes in the marketplace yeah well you look at something like a modern app that maybe has a hundred VMs that are part of it and you take something like compliance right so today if I want to check of this app is compliant I got to go look at every individual VM and make sure it's locked down and hardened and secured the right way but now instead what I can do is I can just look at that one application object inside of each Center set the right security settings on that and I can be assured that all the different objects inside of it are going to inherit that stuff so it really simplifies that it also makes it so that that admin can handle much larger applications you know if you think about vCenter today you might log in and see a thousand VMs in your inventory when you log in with vSphere seven what you see is a few dozen applications so a single admin can manage a much larger pool of infrastructure many more applications than they could before because we automate so much of that operation and it's not just the scale part which is obviously really important but it's also the rate of change and this notion of how do we enable developers to get what they want to get done done ie building applications well at the same time enabling the IT operations teams to put the right sort of guardrails in place around compliance and security performance concerns these sorts of elements and so being by being able to have the IT operations team really manage that logical application at that more abstract level and then have the developer they'll to push in new containers or new VMs or whatever they need inside of that abstraction it actually allows those two teams to work actually together and work together better they're not stepping over each other but in fact now they can both get what they need to get done done and do so as quickly as possible but while also being safe and in compliance is a fourth so there's a lot more just this is a very significant release right again a lot of foreshadowing if you go out and read the tea leaves that's a pretty significant you know kind of RER contexture of many many parts of ease of beer so beyond the kubernetes you know kind of what are some of the other things that are coming out and there's a very significant release yeah it's a great question because we tend to talk a lot about kubernetes what was project Pacific but is now just part of vSphere and certainly that is a very large aspect of it but to your point you know VCR 7 is a massive release with all sorts of other features and so instead of a demo here let's pull up with some slides I'm ready look at what's there so outside of kubernetes there's kind of three main categories that we think about when we look at vSphere seven so the first first one is simplified lifecycle management and then really focus on security it's a second one and then applications as well out both including you know the cloud native apps that don't fit in the kubernetes bucket as well as others and so we go on that first one the first column there there's a ton of stuff that we're doing around simplifying life cycle so let's go to the next slide here where we can dive in a little bit more to the specifics so we have this new technology vSphere lifecycle management VL cm and the idea here is how do we dramatically simplify upgrades lifecycle management of the ESX clusters and ESX hosts how do we make them more declarative with a single image you can now specify for an entire cluster we find that a lot of our vSphere admins especially at larger scales have a really tough time doing this there's a lot of in and out today it's somewhat tricky to do and so we want to make it really really simple and really easy to automate as well so if you're doing kubernetes on kubernetes I suppose you're gonna have automation on automation right because upgrading to the sevens is probably not any consequence in consequential tasks mm-hmm and yeah and going forward and allowing you as we start moving to deliver a lot of this great VCR functionality at a more rapid clip how do we enable our customers to take advantage of all those great things we're putting out there as well right next big thing you talk about is security yep we just got back from RSA thank goodness yeah we got that that show in before all the badness started yeah but everyone always talked about security's got to be baked in from the bottom to the top yeah talk about kind of the the changes and the security so done a lot of things around security things around identity Federation things around simplifying certificate management you know dramatic simplification is there across the board a one I want to focus on here on the next slide is actually what we call vSphere trust Authority and so with that one what we're looking at here is how do we reduce the potential attack surfaces and really ensure there's a trusted computing base when we talk to customers what we find is that they're nervous about a lot of different threats including even internal ones right how do they know all the folks that work for them can be fully trusted and obviously if you're hiring someone you somewhat trust them but you know what's how do you implement that the concept of least privilege right or zero trust me yeah topic exactly so they deal with trust authorities that we can specify a small number of physical ESX hosts that you can really lock down and sure fully secure those can be managed by a special vCenter server which is in turn very lockdown only a few people have access to it and then those hosts and that vCenter can then manage other hosts that are untrusted and can use attestation to actually prove that okay these untrusted hosts haven't been modified we know they're okay so they're okay to actually run workloads on they're okay to put data on and that sort of thing so is this kind of like building block approach to ensure that businesses can have a very small trust base off of which they can build to include their entire vSphere environment right and then the third kind of leg of the stool is you know just better leveraging you know kind of a more complex asset ecosystem if you know with things like FPGAs and GPUs and you know kind of all of the various components that power these different applications which now the application could draw the appropriate resources as needed so you've done a lot of work there as well yeah there's a ton of innovation happening in the hardware space as you mention all sort of accelerators coming out we all know about GPUs and obviously what they can do for machine learning and AI type use cases not to mention 3d rendering but you know FPGA is and all sorts of other things coming down the pike as well there and so what we found is that as customers try to roll these out they have a lot of the same problems that we saw in the very early days of virtualization ie silos of specialized hardware that different teams were using and you know what you find is all things we found before you found we find very low utilization rates inability to automate that inability to manage that well putting security and compliance and so forth and so this is really the reality that we see at most customers and it's funny because and some ones you think well well shouldn't we be past this as an industry should we have solved this already you know we did this with virtualization but as it turns out the virtualization we did was for compute and then storage and network now we really need to virtualize all these accelerators and so that's where this bit fusion technology that we're including now with vSphere it really comes to the forefront so if you see and the current slide we're showing here the challenge is that just these separate pools of infrastructure how do you manage all that and so if you go to the we go to the next slide what we see is that with bit fusion you can do the same thing that we saw with compute virtualization you can now pool all these different silos infrastructure together so they become one big pool of GPUs of infrastructure that anyone in an organization can use we can you know have multiple people sharing a GPU we can do it very dynamically and the great part of it is is that it's really easy for these folks to use they don't even need to think about it in fact integrates seamlessly with their existing workflows so it's pretty it's pretty trick is because the classifications of the assets now are much much larger much varied and much more workload specific right that's really the the the opportunities flash challenge they are they're good guys are diverse yeah and so like you know a couple other things just I don't have a slide on it but just things we're doing to our base capabilities things around DRS and V motion really massive evolutions there as well to support a lot of these bigger workloads right so you look at some of the massive sa P HANA or Oracle databases and how do we ensure that V motion can scale to handle those without impacting their performance or anything else they're making DRS smarter about how it does load balancing and so forth right now a lot of this stuff is not just kind of brand-new cool new accelerated stuff but it's also how do we ensure the core ass people have already been running for many years we continue to keep up with the innovation and scale there as well right alright so Joe I give you the last word you've been working on this for a while there's a whole bunch of admins that have to sit and punch keys what do you what do you tell them what should they be excited about what are you excited for them in this new release I think what I'm excited about is how you know IT can really be an enabler of the transformation of modern apps right I think today you look at a lot of these organizations and what ends up happening is the app team ends up sort of building their own infrastructure on top of IT infrastructure right and so now I think we can shift that story around I think that there's you know there's an interesting conversation that a lot of IT departments and appdev teams are gonna be having over the next couple years about how do we really offload some of these infrastructure tasks from the dev team making more productive give you better performance availability disaster recovery and these kinds of capabilities awesome well Jared congratulations that get both of you for for getting a release out I'm sure it was a heavy lift and it's always good to get it out in the world and let people play with it and thanks for for sharing a little bit more of a technical deep dive I'm sure there's ton more resources from people I even want to go down into the wheat so thanks for stopping by thank you thank you all right he's Jared he's kid I'm Jeff you're watching the cube we're in the Palo Alto studios thanks for watching we'll see you next time [Music] hi and welcome to a special cube conversation I'm Stu min a minute and we're digging into VMware vSphere seven announcement we've had conversations with some of the executives some of the technical people but we know that there's no better way to really understand a technology than to talk to some of the practitioners that are using it so really happy to have joined me for the program I have Bill Buckley Miller who is an infrastructure designer with British Telecom joining me digitally from across the pond bill thanks so much for joining us hi Stu all right so Phil let's start of course British Telecom I think most people know you know what BT is and it's a you know a really sprawling company tell us a little bit about you know your group your role and what's your mandate okay so my group is called service platforms it's the bit of BT that services all of our multi-millions of our customers so they we have broadband we have TV we have mobile we have DNS and email systems and one and it's all about our customers it's not a beat to be part of beating you with me we we specifically focus on those kind of multi million customers that we've got in those various services I mean in particular my group is four we were um structure so we really do from data center all the way up to really about boot time or so we'll just past the boot time and the application developers look after that stage and above okay great we definitely gonna want to dig in and talk about that that boundary between the infrastructure teams and the application teams on but let's talk a little bit first you know we're talking about VMware so you know how long's your organization been doing VMware and tell us you know you what you see with the announcement that VMware's making work be cr7 sure well I mean we've had a really great relationship with VMware for about 1213 years some weather and it's a absolutely key part of our of our infrastructure it's written throughout BT really in every part of our of our operations design development and the whole ethos of the company is based around a lot of VMware products and so one of the challenges that we've got right now is application architectures are changing quite significantly at the moment and as you know in particular with the server less bandwidth containers and a whole bunch of other things like that we're very comfortable with our ability to manage VMs and have been for a while we currently use extensively we use vSphere NSX T V ROPS login site network insight and a whole bunch of other VMware constellation applications and our operations teams know how to use that they know how to optimize they know how to capacity plan and troubleshoot so that's that's great and that's been like that for a half a decade at least we've been really really confident with our ability to till we p.m. where environments and Along Came containers and like say multi cloud as well and what we were struggling with was the inability to have a cell pane a glass really on all of that and to use the same people and the same same processes to manage a different kind of technology so we we'd be working pretty closely with VMware on a number of different containerization products for several years now I would really closely with the b-string integrated containers guys in particular and now with the Pacific guys with really the idea that when we we bring in version 7 and the containerization aspects of version 7 we'll be in a position to have that single pane of glass to allow our operations team to really barely differentiate between what's a VM and what's a container that's really the Holy Grail right so we'll be able to allow our developers to develop our operations team to deploy and to operate and our designers to see the same infrastructure whether that's on premises cloud or off premises I'm be able to manage the whole piece in that was bad ok so Phil really interesting things you walk through here you've been using containers in a virtualized environment for a number of years want to understand in the organizational piece just a little bit because it sounds great I manage all the environment but you know containers are a little bit different than VMs you know if I think back you know from an application standpoint it was you know let's stick it in a vm I don't need to change it and once I spin up a VM often that's gonna sit there for you know months if not years as opposed to you know I think about a containerization environment it's you know I really want a pool of resources I'm gonna create and destroy things all the time so you know bring us inside that organizational piece you know how much will there need to be interaction and more in a rack or change in policies between your infrastructure team and your app dev team well yes make absolutely right that's the nature and that the time scales that we're talking about between VMs and containers oh he's wildly different as you say we probably all certainly have VMs in place now that were in place in 2000 and 2018 certainly I imagine I haven't haven't really been touched whereas as you say VMs and a lot of people talk about spinning them all up all the time and there are parts of our architecture that require that in particular the very client facing bursty stuff you know just require spinning up spinning down pretty quickly but some of our smaller the containers do sit around for weeks if not if not months I mean they just depend on the development cycle aspects of that but the Harpeth that we've we've really had was just the visualizing it and there are a number different products out there that allow you to see the behavior of your containers and understand the resource requirements that they are having at any given moment allows Troubleshooters and so on but they are not they need their new products their new things that we we would have to get used to and also it seems that there's an awful lot of competing products quite a Venn diagram if in terms of functionality and user abilities to do that so through again again coming back to to being able to manage through vSphere to be able to have a list of VMs and alongside it is a list of containers and to be able to use policies to define how they behave in terms of their networking to be able to essentially put our deployments on Rails by using in particular tag based policies means that we can take the onus of security we can take the onus of performance management capacity management away from the developers you don't really care about a lot of time and they can just get on with their job which is to develop new functionality and help our customers so that then means that then we have to be really responsible about defining those policies making sure that they're adhered to but again we know how to do that with VMs new vSphere so the fact that we can actually apply that straightaway just towards slightly different completely unit which is really all are talking about here is ideal and then to be able to extend that into multiple clouds as well because we do use multiple cards where AWS and those your customers and were between them is an opportunity that we can't do anything of them be you know excited about take home yeah bill I really like how you described it really the changing roles that are happening there in your organization need to understand right there's things that developers care about you know they want to move fast they want to be able to build new things and there's things that they shouldn't have to worry about and you know we talked about some of the new world and it's like oh can the platform underneath this take care of it well there's some things platforms take care of there's some things that the software or you know your team is going to need to understand so maybe if you could dig in a little bit some of those what are the drivers from your application portfolio what is the business asking of your organization that that's driving this change and you know being one of those you know tailwinds pushing you towards you know urban Eddie's and the the vSphere 7 technologies well it all comes down to the customers right our customers want new functionality they want new integrations they want new content and they want better stability and better performance and our ability to extend or contracting capacity as needed as well so they're the real ultimate challenges that we want to give our customers the best possible experience of our products and services so we have to address that really from a development perspective it's our developers that have the responsibility to design and deploy those so we have to in infrastructure we have to act as a a firm foundation really underneath all of that that them to know that what they spend their time and develop and want to push out to our customers is something that can be trusted is performant we understand where their capacity requirements are coming from in the in the short term and in the long term for that and it's secure as well obviously is a big aspect to it and so really we're just providing our developers with the best possible chance of giving our customers what will hopefully make them delighted great Phil you've mentioned a couple of times that you're using public clouds as well as you know your your your your VMware farm what a minute make sure I if you can explain a little bit a couple of things number one is when it comes to your team especially your infrastructure team how much are they involved with setting up some of the the basic pieces or managing things like performance in the public cloud and secondly when you look at your applications are some of your clouds some of your applications hybrid going between the data center and the public cloud and I haven't talked to too many customers that are doing applications that just live in any cloud and move things around but you know maybe if you could clarify those pieces as to you know what cloud really means to your organization and your applications sure well I mean to us cloud allows us to accelerate development she's nice because it means we don't have to do on-premises capacity lifts for new pieces of functionality or so we can initially build in the cloud and test in the cloud but very often applications really make better sense especially in the TV environment where people watch TV all the time and I mean yes there are peak hours and lighter hours of TV watching same goes for broadband really but we generally we're well more than an eight-hour application profile so what that allows us to do then is to have applications that will it make sense we run them inside our organization where we have to run them in our organization for you know data protection reasons or whatever then we can do that as well but where we say for instance we have a boxing match on and we're going to be seen enormous spike in the amount of customers that want to sign up into an order journey for to allow them to view that and to gain access to that well why would you spend a lot of money on servers just for that level of additional capacity so we do absolutely have hybrid applications not sorry hybrid blocks we have blocks of suburb locations you know dozens of them really to support oil platform and what you would see is that if you were to look at our full application structure for one of the platforms I mentioned that some of the smothers application blocks I have to run inside some can run outside and what we want to be able to do is to allow our operations team to define that again by policy as to where they run and to you know have a system that allows us to transparently see where they're running how they're running and the implications of those decisions so that we can tune those maybe in the future as well and that way we best serve our customers we you know we get to get our customers yeah what they need all right great Phil final question I have for you you've been through a few iterations of looking at VMs containers public cloud what what advice would you give your peers with the announcement of vSphere 7 and how they can look at things today in 2020 versus what they might have looked at say a year or two ago well I'll be honest I was a little bit surprised by base rate so we knew that VMware we're working on trying to make containers on the same level both from a management deployment perspective as we Eames I mean they're called VMware after all right we knew that they were looking at at that no surprise by just quite how quickly they've managed to almost completely reinvent their application really it's you know if you look at the whole town zoo stuff in the Mission Control stuff and I think a lot of people were blown away by just quite how happy VMware were to reinvent themselves and from Asian perspective you know and to really leap forward and this is the vote between version six and seven I've been following these since version three at least and it's an absolutely revolutionary change in terms of the overall architecture the aims to - what they would want to achieve with the application and you know luckily the nice thing is is that if you're used to version six is not that big a deal it's really not that big a deal to move forward at all it's not such a big change to process and training and things like that but my word there's an awful lot of work underneath that underneath the covers and I'm really excited and I think all the people in my position should really just take it as opportunity to greevey will revisit what they can achieve with them in particular with vSphere and with in combination with and SXT it's it's but you know it's quite hard to put into place unless you've seen the slide or slides about it and he's lost you've seen the products just have a revolutionary the the version seven is compared to previous revisions which have kind of evolved for a couple of years so yeah I think I'm really excited to run it and I know a lot of my peers or the companies that I speak with quite often are very excited about seven as well so yeah I I'm really excited about the whole whole base well Phil thank you so much absolutely no doubt this is a huge move for VMware the entire company and their ecosystem rallying around help move to the next phase of where application developers and infrastructure need to go Phil Buckley joining us from British Telecom I'm Stu minimun thank you so much for watching the queue [Music]
SUMMARY :
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Keynote Analysis | AnsibleFest 2019
live from Atlanta Georgia it's the tube covering ansible fest 2019 brought to you by Red Hat hello everyone welcome to the queue we are broadcasting live here in Atlanta Georgia I'm John force too many men my co-host the cubes coverage of Red Hat ansible Fest this is probably one of the hottest topic areas that we've been seeing in Enterprise tech emerging along with observability automation and observability is the key topics here automation is the theme stew ansible just finished their keynote keynote analysis general availability of their new platform the ansible automation platform is the big news this is a big I mean it seems nuanced for the general tech practitioner out there what's ansible doing why we here we saw the rise of network management turned into observability as the hottest category in the cloud cloud 2.0 companies going public a lot of M&A activity and observability is data-driven automations this other category that is just exploding and growth and change huge impact to all industries and it's coming from the infrastructure scale side where the blocking and tackling of DevOps has been this is the focus of ansible and their show automation for all your analysis of the keynote what's the most important thing going on here yes so John as you said automation is a super hot topic you know I was just at the New Relic show talking about observability last week we've got the Pedro Duty show also going on this week the the automation is so critical we know that IT can't keep up with things if they can't automate it and it's not just replacing some scripting I loved in the keynote they talked about strategically thinking about automation we've been watching the RP a companies talking about automation so there's lots of different automation there's the right way to do it and another thing angle John that we love covering is you know what's going on with open source you were just at the open core summit in San Francisco the Red Hat team very clear open source is not their business model it is they use open source and everything that Red Hat does is a hundred percent open source and that was core and key to what ansible was and how its created this isn't a product pitch here it's a community you know it's John this is the six most active you know repository in github so out of over a hundred million repositories out there the six most active so that tells you that this is being used by the community it's not a couple of companies using this but it's a broad ecosystem we hear Microsoft and Cisco f5 lots of companies that are contributing as well as just all of the end users we of JPMorgan in the keynote this morning so a lot of participation there but you know it is building out that suite with the platform that you talked about and we're gonna spend a lot of time in the next few days understanding this maturation and growth yeah the automation platform that they announced that's the big news the general availability of their automation platform and stew the word they're using here is scale okay and this is something that you brought up to open core summit which I attended last week was the inaugural conference a lot of controversy and this is a generational shift we are seeing in the midst of our own eyes right in front of us on the ground floor of a shift in open source community how the platform of open source is evolving what Amazon now azure and Google and the others are doing is they're showing that scale has changed the game in how open-source is going to not only grow and evolve but shape application developers and the reason why ansible is so important right now in this conference is that we all know that when you stand up stuff infrastructure you've got to configure the hell out of it DevOps has always been infrastructure is code and as more stuff gets scaled up as more stuff gets provision as more stuff gets built and created the management and the controlling of the configurations this has been a real hot spot this has been an opportunity and a problem so you know everyone who's here they're they're active because you know what this is a major pain point this is a problem area that's an opportunity to take what is a blocking and tackling operational role configurating standing up infrastructure enabling applications and making it a competitive advantage this is why the game is changing starting to see platforms not tools your analysis are they positioned was this keynote successful John and I really liked rut Robin Bergeron came out and talked about the key principles of what antal is done its simplicity its modularity and it's learning from open source this project was only started in 2012 so one of the things I always look at is in the old days you wanted you know to have that experience there's no compression algorithm for experience today if I could start from day one today and build with the latest tools you know heavily using DevOps understanding all of the experience that's happened in open source we can move forward so from 2012 to 2015 Red Hat you know acquired ansible to today in 2019 they're making huge growth and helping companies really leverage and mature their IT processes and move towards you know true business innovation with leveraging automation dude this is not and again this is not for the faint of heart either again these are Rockstar DevOps infrastructure folks who are evolving in taking either network and or infrastructure development to enable and software abstraction layer for applications and this not it's not a joke either I mean got some big names up on stage of just one tweet I want to call out and get your reaction to JP Morgan on his presentation the exact there he was tweet came out from Christopher Festa 500 developers are working to automate business processes leading to among other benefits ninety-eight percent improvement in recovery times what used to take six to eight hours to recover now takes two to five minutes Christopher Festa student so John that's what we want is how can we take these things that took you know hours and I had to go through this ticketing process and make that change what I loved of what Chris from JP Morgan said is he brought us inside he said look to make this change it took us a year of sorting through the security the cyber the the control processes we understand there's not just you know oh hey let's sprinkle a little DevOps on everything and it's wonderful we need to get you know buy-in from the team it you know and it can spread between groups and you know change that culture it's something that you know we've tracked in Red Hat for years and all of these environments this something that does require commitment because it's not just John taking oh I scripted something and and and that's good we need to be able to really look at these changes because automation if we just automate a bad process that's not gonna help our business we really need to make sure we understand what we're automating the business value and and what is going are going to be the ramification to what we're doing well one of the things I want to share with folks watching is some research that we did at Silk'n angle the cube and wiki bond it's part of our cube insights do I know you were part of this we talked to a bunch of practitioners and customers and dozens of our of our community members and we found that observability we've just pointed out has been you know explosive category that automation has been identified and we're putting a stake in the ground right here in the cube as one of the next big sectors that will rise up as a small little white space will become a massive market automation you watch that cloud 2.0 sector called automation why the reasoning was this and here's the results of our of our survey automation is quickly becoming a critical foundational element of the network as enterprises focus on multi cloud network being infrastructure servers and storage a multi cloud rapid application development and deployment software-defined everything's happening pretty much we've been covering that on the cube and most enterprises are just crap lling with this concept and see opportunities the benefits that people see in automation as we've discovered still in the following one focused on focused efforts for better results efficiency security is a top driver on all these things because you got to have security built into the software and then automation is creating job satisfaction for these guys I mean they've been doing this is mundane tasks being automated way so people are happier so job satisfaction and finally this is an opportunity to rescale do these are the key bullet points that we found in talking to our serve our community your reaction to those those results yeah John I love that we know ultimately when we want to be able to provide not only better value to my ultimate end user but I need to look internal as you said John you know how can i you know retool some of my sales force and get them engaged and if you want to hire the Millennials they want a bit just and not be doing the drudgery they want to do something where they feel that they are making a difference and you know you laid out a lot of good reasons why it would help and why people would want to get involved John you know the government I've talked to a number of government agencies when they talk about you know we changed that 40-year old process and now we're doing things faster and better and that means I can really hire that next generation of workforce because otherwise I wouldn't be able to hire them to just do things the old way this is about cloud 2 point and this is about modernization and you mention open source open core summit that I think is a tell sign that open source is changing the communities are changing this is gonna be a massive wave again we've been chronicling this cloud 2 point of the week we coined that term we're trying to identify those key points obviously observability automation but look at the end of the day you got to have a focused effort to make the job go better you heard JP Morgan pointing out minutes versus hours this is the benefits of infrastructure as code in the end of the day employee satisfaction the people that you want to hire to re-skill that can be redeployed into new roles analytics math quantitative analysis versus the mundane tasks automation is going to impact all aspects of the stack so final questions do what are you expecting for the next two days we're gonna be here for two days what do you expect to hear from our guests yeah so John one of the things I'm going to really look at is as you mentioned infrastructure is that where this all started so you know how do I easy to play a VM you know ansible is there you know VMware I've already talked to a number of people in the virtualization community they love and embrace ansible we saw Microsoft up on stage loving embrace it as we move towards micro service architectures containerization and all of these cloud native deployments you know how is ansible in this community doing where the stumbling blocks to be honest from what I hear John coming into this anta Buhl's been doing well Red Hat has helped them grow even more and the expectation is that IBM will help proliferate this in even further the traditional competitors to ansible you think about the chef's in puppet to the world have been struggling with that cloud native world John I know I see ansible when I go to the cloud shows and I hear customers talking about it so ansible seems to be making that transition towards cloud native well but other threats in the cloud native world you know if I've said you know that when I when I go to the server lists you know conference I I don't I have not yet heard you know where this fits into the environment so we always know that that next generation and technology you know how will you know this automation move forward as Red Hat starts to get much more proliferating into major enterprises with IBM which will take their extend their lead even further in the enterprise it's an opportunity for ansible and the community angle is interesting I saw our tweets don't get your community your angle real quick on this I saw a tweet from NetApp their tagline at their booth is simplify automate and orchestrate sounds like they're leading into the kubernetes world containers you got to start thinking about software abstractions and this is the st. the you know provisioning hardware anymore whole new ballgame your assessment of an Sable's community presence mentioned I was a tweet from Red Hat I mean NetApp what's your take on the community angle here John it's all about community we the github stats speak for themselves this is very much a community invent you know kudos to the team here a lot on the diversity inclusion effort so really pushing those things forward John something we always notice at the tech shows the ratio of you know gender is way to more diverse at an event like this we know we see it in the developer communities that there was more diversity in there so by the way when they took over this hotel all of the bathrooms are I believe it's you know it's gender-neutral so you can use whatever bathroom yeah you know you you want there let's make sure I'm using the right pronoun when I'm going saying a lot of people Stu thanks for commentary keynote analysis I'm John first dude minimun breaking down why we are here why ansible why is automation important we believe automation will be a killer category we want to see a lot of growth here and again the impact is with machine learning and AI this is where it all starts automating the data the technology and the configuration is going to empower the next generation modern enterprise more live coverage from ansible fests after this short break
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Sanjay Poonen, VMware | VMworld 2019
>> live from San Francisco, celebrating 10 years of high tech coverage. It's the Cube covering Veum World 2019. Brought to you by IBM Wear and its ecosystem partners. >> Welcome back to the cubes Live coverage Of'em World 2019 in San Francisco, California We're here at Mosconi North Lobby. Two sets. Jumper of my Coast. David wanted Dave 10 years. Our 10th season of the cue coming up on our 10 year anniversary May of 2020. But this corner are 10 years of the Cube. Our next guest is Sanjay Putting Chief Operating Officer Of'em where who took the time out of his busy schedule to help us do a commemorative look back. Thanks for coming to our studio. Hello, John. That was great. Fans of yours was really regulations on the 10 year mark with the, um well, we really appreciate your partnership. We really appreciate one. Things we love doing is covering as we call that thing. David, I coined the term tech athletes, you know, kind of the whole joke of ESPN effect that we've been called and they're really tech athlete is just someone who's a strong in tech always fighting for that extra inch. Always putting in the hard work discipline, smart, competitive. You get all that above. Plus, you interviewed athletes today on state real athletes. Real athletes, Tech show. So I guess they would qualify as Tech athlete Steve Young. That's pretty funny. It was a >> great time. We've been trying to, you know, Veum World is now the first time was 2004. So it's 1/16 season here, and traditionally many of these tech conference is a really boring because it's just PowerPoint dead by power point lots of Tec Tec Tec Tec breakout sessions. And we're like, You know, last year we thought, Why don't we mix it up and have something that's inspirational education We had Malala was a huge hit. People are crying at the end of the session. Well, let's try something different this year, and we thought the combination of Steve Young and Lyndsey one would be great. Uh, you know, Listen, just like you guys prepped for these interviews, I did a lot of prep. I mean, I'm not I'm a skier, but I'm nowhere close to an avid skier that watch in the Olympics huge fan of Steve Young so that part was easy, but preparing for Lindsay was tough. There were many dynamics of that interview that I had to really think through. You want to get both of them to converse, you know, he's She's 34 he's 55. You want to get them to really feel like it's a good and I think it kind of played out well. >> You were watching videos. A great prep. Congratulations >> trying t o show. It's the culture of bringing the humanization aspect of your team about tech for good. Also, you believe in culture, too, and I don't get your thoughts on that. You recently promoted one of your person that she has a chief communications Johnstone Johnstone about stars you promote from within. This >> is the >> culture you believe it. Talk about the ethos. Jones is a rock star. We love her. She's just >> hardworking, credible, well respected. Inside VM where and when we had a opening in that area a few months ago, I remember going to the her team meeting and announcing, and the team erupted in cheers. I mean that to me tells me that somebody was well liked from within, respected within and pure level and you know the organization's support for a promotion of that kind of battlefield promotion. It's great big fan of hers, and this is obviously her first show at Vienna. Well, along with Robin, Matt, look. So we kind of both of them as the chief marketing officer, Robin and Jones >> and Robinson story. Low Crawl made her interim first, but they then she became Steve Made it Permanent way. >> Want them to both do well. They have different disciplines. Susan, uh, national does our alliances, you know, if you include my chief of staff for the six of my direct reports are women, and I'm a big believer in more women. And take why? Because I want my Sophia, who's 13 year old do not feel like the tech industry is something that is not welcome to women in tech. So, you know, we really want to see more of them. And I hope that the folks who are reporting to me in senior positions senior vice president is an example can be a role model to other women who are aspiring, say, one day I wanna be like a Jones Stone or Robin. Madam Local Susan Nash, >> John and I both have daughters, so we're passionate about this. Tech is everywhere, so virtually whatever industry they go into. But I've asked this question Sanjay of women before on the Cube. I've never asked him in. And because you have a track record of hiring women, how do you succeed in hiring women? Sometimes way have challenges because way go into our little network. Convenient. What? What's your approach? Gotta >> blow off that network and basically say First off, if that network is only male or sometimes unfortunately white male or just Indian male, which is sometimes the nature of tech I mean, if you're looking for a new position, tell the recruiters to find you something that's different. Find me, Ah woman. Find me on underrepresented minority like an African American Latino and those people exist. You just have a goal. Either build a network yourself. So you've got those people on your radar. We'll go look, and that's more work on us, says leaders. But we should be doing that work. We should be cultivating those people because the more you promote capable. First off, you have to be capable. This is not, you know, some kind of affirmative action away. We want capable people. Someone shouldn't get the job just because they're a woman just because the minority, that's not the way we work. We want capable people to do it. But if we have to go a little further to find them, we'll go do it. That's okay. They exist. So part of my desires to cultivate relationships with women and underrepresented minorities in the world that can actually in the world of tech and maintain those relationships because you never know you're not gonna hire them immediately. But at some point in time, you might need to have them on your radar. >> Sanjay, I wanna ask you a big picture question. I didn't get a chance to ask path this morning. I was at the bar last night just having a little dinner, and I was checking out Twitter. And he said that the time has never been. It's never been a greater time arm or important time to be a technologist. Now I saw that I went interesting. What does that mean? Economic impact, social impact? And I know we often say that, and I don't say this to disparage the comment. It's just to provide historical context and get a get it open discussion about what is actually achievable with tech in this era and what we actually believe. So I started to do some research and I started right down. First of all, I presume you believe that right on your >> trusty napkin at the >> bar. So there has never been a more important time to be a technologist. You know, it's your company at your league. You know, Pat, I presume you agree with it. Yeah, absolutely. I slipped it back to the 1900. Electricity, autos, airplanes, telephones. So you we, as an industry are up against some pretty major innovations. With that historical context, Do you feel as though we can have a similar greater economic and social impact? >> Let's start with economic first and social. Next time. Maybe we should do the opposite, but economic? Absolutely. All those inventions that you >> have are all being reinvented. The technology the airplanes all been joined by software telephones are all driving through, you know, five g, which is all software in the future. So tech is really reinventing every industry, including the mundane non tech industries like agriculture. If you look at what's happening. Agriculture, I ot devices are monitoring the amount of water that should go to particular plant in Brazil, or the way in which you're able to use big data to kind of figure out what's the right way to think about health care, which is becoming very much tech oriented financial service. Every industry is becoming a tech industry. People are putting tech executives on their boards because they need an advice on what is the digital transformations impact on them cybersecurity. Everyone started by this. Part of the reason we made these big moves and security, including the acquisition of carbon black, is because that's a fundamental topic. Now social, we have to really use this as a platform for good. So just the same way that you know a matchstick could help. You know, Warm house and could also tear down the house. Is fire good or bad? That's been the perennial debate since people first discovered fire technology. Is this the same way it can be used? Reboot. It could be bad in our job is leaders is to channel the good and use examples aware tech is making a bit force for good. And then listen. Some parts of it may not be tech, but just our influence in society. One thing that pains me about San Francisco's homelessness and all of the executives that a partner to help rid this wonderful city of homeless men. They have nothing to attack. It might be a lot of our philanthropy that helps solve that and those of us who have much. I mean, I grew up in a poor, uh, bringing from Bangla, India, but now I have much more than I have. Then I grew up my obligations to give back, and that may have nothing to do with Tech would have to do all with my philanthropy. Those are just principles by which I think when you live with your a happier man, happier woman, you build a happier >> society and I want to get your thoughts on common. And I asked a random set of college students, thanks to my son that the network is you said your daughter to look at the key to Pat's King Pat's commentary in The Cube here this morning that was talking about tech for good. And here's some of the comments, but I liked the part about tech for good and humanity. Tech with no purpose is meaningless tech back by purposes. More impactful is what path said then the final comments and Pat's point quality engineering backing quality purpose was great. So again, this is like this is Gen Z, not Millennials. But again, this is the purpose where it's not just window dressing on on industry. It's, you know, neutral fire. I like that argument. Fire. That's a good way Facebook weaponizing Facebook could be good or bad, right? Same thing. But the younger generation. You're new demographics that are coming into cloud. Native. Yeah, what do you think? >> No. And I think that's absolutely right. We have to build a purpose driven company that's purposes much more than just being the world's best softer infrastructure company or being the most profit. We have to obviously deliver results to our shareholders. But I think if you look at the Milton Friedman quote, you know, paper that was written that said, the sole purpose of a company is just making profits, and every business school student is made to read that I >> think even he >> would probably agree that listen today While that's important, the modern company has to also have a appropriate good that they are focused on, you know, with social good or not. And I don't think it's a trade off being able to have a purpose driven culture that makes an impact on society and being profitable. >> And a pointed out yesterday on our intro analysis, the old term was You guys go Oh, yeah, Michael Dell and PAD shareholder value. They point out that stakeholder value, because now the stakeholder Employees and society. So congratulations could keep keep keep it going on the millennial generation. >> Just like your son and our kids want a purpose driven company. They want to know that the company that working for is having an impact. Um, not just making an impression. You do that. It shows like, but having an impact. >> And fire is the most popular icon on instagram. Is that right? Yeah, I know that fire is good. Like your fire. Your hot I don't know. I guess. Whatever. Um fire. Come comment. There was good Sanjay now on business front. Okay, again, A lot of inflection points happen over 10 years. We look back at some of this era, the Abel's relationship would you know about. But they've also brought up a nuance which we talked about on the intro air Watch. You were part of that acquisition again. Pig part of it. So what Nasiriyah did for the networking STD see movement that shaped VM. Whereas it is today your acquisition that you were involved and also shaping the end user computing was also kind of come together with the cloud Natives. >> How is >> this coming to market? I mean, you could get with >> my comparison with carbon black there watch was out of the building. Carbon black is not considered. >> Let's talk about it openly. And we talked about it some of the earnings because we got that question. Listen, I was very fortunate. Bless to work on the revitalization of end user computing that was Turbo charged to the acquisition of a watch. At that time was the biggest acquisition we did on both Nice era and air watch put us into court new markets, networking and enterprise mobility of what we call not additional work space. And they've been so successful thanks to know not just me. It was a team of village that made those successful. There's a lot of parallels what we're doing. Carbon, black and security. As we looked at the security industry, we feel it's broken. I alluded to this, but if I could replay just 30 seconds of what I said on some very important for your viewers to know this if I went to my doctor, my mom's a doctor and I asked her how Doe I get well, and she proposed 5000 tablets to me. Okay, it would take me at 30 seconds of pop to eat a tablet a couple of weeks to eat 5000 tablets. That's not how you stay healthy. And the analogy is 5000 metres and security all saying that they're important fact. They use similar words to the health care industry viruses. I mean, you know, you and what do you do instead, to stay healthy, you have a good diet. You eat your vegetables or fruit. Your proteins drink water. So part of a diet is making security intrinsic to the platform. So the more that we could make security intrinsic to the platform, we avoid the bloatware of agents, the number of different consuls, all of this pleasure of tools that led to this morass. And what happens at the end of that is you about these point vendors, Okay, Who get gobbled up by hardware companies that's happening spattered my hardware companies and sold to private equity companies. What happens? The talent they all leave, we look at the landscape is that's ripe for disruption, much the same way we saw things with their watch. And, you know, we had only companies focusing VD I and we revitalize and innovative that space. So what we're gonna do in securities make it intrinsic and take a modern cloud security company carbon black, and make that part of our endpoint Security and Security Analytics strategy? Yes, they're one of two companies that focus in the space. And when we did air watch, they were number three. Good was number one. Mobile line was number two and that which was number three and the embers hands. We got number one. The perception in this space is common. Lacks number two and crowdstrike number one. That's okay, you know, that might be placed with multiple vendors, but that's the state of it today, and we're not going point against Crowdstrike. Our competition's not just an endpoint security point to a were reshaping the entire security industry, and we believe with the integration that we have planned, like that product is really good. I would say just a cz good upper hand in some areas ahead of common black, not even counting the things we're gonna integrate with it. It's just that they didn't have the gold market muscle. I mean, the sales and marketing of that company was not as further ahead that >> we >> change Of'em where we've got an incredible distribution will bundle that also with the Dell distribution, and that can change. And it doesn't take long for that to take a lot of customers here. One copy black. So that's the way in which we were old. >> A lot of growth there. >> Yeah, plenty of >> opportunity to follow up on that because you've obviously looked at a lot of companies and crowdstrike. I mean, huge valuation compared to what you guys paid for carbon black. I mean, >> I'm a buyer. I mean, if I'm a buyer, I liked what we paid. >> Well, I had some color to it. Just when you line up the Was it really go to market. I mean some functions. Maybe not that there >> was a >> few product gaps, but it's not very nominal. But when you add what we announced in a road map app, defensive alderman management, the integration of works based one this category is gonna be reshaped very quickly. Nobody, I mean, the place. We're probably gonna compete more semantic and McAfee because most of those companies that kind of decaying assets, you know, they've gotten acquired by the companies and they're not innovating. So I'd say the bulk of the market will be eating up the leftover fossils of those sort of companies as as companies decided they want to invest in legacy. Technology is a more modern, but I think the differentiation from Crowdstrike very clear is we integrate these, these technology and the V's fear. Let me give an example. With that defense, we can make that that workload security agent list. Nobody can do that. Nobody, And that's apt defense with carbon black huge innovation. I described on stage workspace one plus carbon black is like peanut butter and jelly management. Security should go together. Nobody could do that as good as us. Okay, what we do inside NSX. So those four areas that I outlined in our plans with carbon black pending the close of the transaction into V sphere Agent Lis with workspace one unified with NSX integrated and into secure state, You know, in the cloud security area we take that and then send it through the V m. Where the devil and other ecosystem channels like you No idea. Security operative CDW You know, I think Dimension data, all the security savvy partners here. I think the distribution and the innovation of any of'em were takes over long term across strike may have a very legitimate place, but our strategy is very different. We're not going point tool against 0.0.2 wish reshaping the security industry. Yeah, What platform? >> You're not done building that platform. My obvious question is the other other assets inside of Arcee and secureworks that you'd like to get your hands on. >> I mean, listen, at this point in time, we are good. I mean, it's the same thing like asking me when we acquired air watching. Nice Here. Are you gonna do more networking and mobility? Yeah, but we're right now. We got enough to Digest in due course you. For five years later, we did acquire Arkin for network Analytics. We acquired fellow Cloud for SD when we're cloud recently, Avi. So the approach we take a hammer to innovations first. You know, if you're gonna have an anchor acquisition, make sure it's got critical mass. I mean, buying a small start up with only 35 people 10 people doesn't really work for us. So we got 1100 people would come back, we're gonna build on it. But let's build, build, build, build, partner and then acquire. So we will partner a lot with a lot of players. That compliment competition will build a lot around this. >> And years from now, we need >> add another tuck in acquisition. But we feel we get a lot in this acquisition from both endpoint security and Security Analytics. Okay, it's too early to say how much more we will need and when we will need that. But, you know, our goal would be Let's go plot away. I have a billion dollar business and then take it from there. >> One more security question, if I may say so. I'm not trying to pit you against your friends and AWS. But there are some cleared areas where your counter poise >> Stevens just runs on eight of us comin back. >> That part about a cloud that helps your class ass business. I like the acquisition. But Steven Schmidt, it reinforced the cloud security conference, said, You know, this narrative in the industry that security is broken is not the right one. Now, by the way, agree with this. Security's a do over pat kill singer. And we talked about that for five years ago. Um, but then in eight of you says the shared security model, when you talk to the practitioners like, yeah, they they cover, that's three and compute. But we have the the real work to d'oh! So help me square that circle. >> Yeah, I think if aws bills Security Service is that our intrinsic to their platform and they open up a prize, we should leverage it. But I don't think aws is gonna build workload security for azure compute or for Gogol compute. That's against the embers or into the sphere. Like after finishing third accordion. And they're like, That's not a goal. You go do it via more So from my perspective. Come back to hydrogen. 80. If there's a workload security problem that's going to require security at the kernel of the hyper visor E C to azure compute containers. Google Compute. >> Who's gonna do >> that? Jammer? Hopefully, hopefully better than because we understand the so workloads. Okay, now go to the client site. There's Windows endpoints. There's Mac. There's Lennox. Who should do it? We've been doing that for a while on the client side and added with workspace one. So I think if you believe there is a Switzerland case for security, just like there was a Switzerland case for management endpoint management I described in Point management in Point Security going together like peanut butter and jelly, Whatever your favorite analogy is, if we do that well, we will prove to the market just like we did with their watch An endpoint management. There is a new way of doing endpoint security. Dan has been done ever before. Okay, none >> of these >> guys let me give an example. I've worked at Semantic 15 years ago. I know a lot about the space. None of these guys built a really strategic partnership with the laptop vendors. Okay, Del was not partnering strategically on their laptops with semantic micro. Why? Because if this wasn't a priority, then they were, you know, and a key part of what we're doing here is gonna be able to do end point management. And in point security and partner Adult, they announced unified workspace integrated into the silicon of Dell laptops. Okay, we can add endpoint security that capability next. Why not? I mean, if you could do management security. So, you know, we think that workspace one, we'll get standing toe work space security with the combination of workspace one and security moving and carbon black. >> Sanjay, we talked about this on our little preview and delivery. Done us. We don't need to go into it. The Amazon relationship cleared the way for the strategy in stock price since October 2016 up. But >> one of the >> things I remember from that announcement that I heard from the field sales folks that that were salespeople for VM wear as well as customers, was finally clarity around. What the hell? We're doing the cloud. So I bring up the go to market In the business side, the business results are still strong. Doing great. You guys doing a great job? >> How do you >> keep your field troops motivated? I know Michael Dell says these are all in a strategy line. So when we do these acquisitions, you >> had a lot >> of new stuff coming in. I mean, what's how do you keep him trained? Motivated constantly simplifying whenever >> you get complex because you add into your portfolio, you go back and simplify, simplify, simplify, make it Sesame Street simple. So we go back to that any cloud, any app, any device diagram, if you would, which had security on the side. And we say Now, let's tell you looking this diagram how the new moves that we've made, whether it's pivotal and what we're announcing with tanz ou in the container layer that's in that any Apple air carbon black on the security there. But the core strategy of the emer stays the same. So the any cloud strategy now with the relevance now what, what eight of us, Who's our first and preferred partner? But if you watched on stage, Freddie Mac was incredible. Story. Off moving 600 absent of the N word cloud made of us Fred and Tim Snyder talked about that very eloquently. The deputy CTO. They're ratty Murthy. CTO off Gap basically goes out and says, Listen, I got 800 APS. I'm gonna invest a lot on premise, and when I go to the cloud, I'm actually going to Azure. >> Thanks for joining you. Keep winning. Keep motivated through winning >> and you articulate a strategy that constantly tells people Listen. It's their choice of how they run in the data center in the cloud. It's their choice, and we basically on top of all of those in the any cloud AP world. That's how we play on the same with the device and the >> security. A lot of great things having Sanjay. Thanks >> for you know what a cricket fan I am. Congratulations. India won by 318 goals. Is that >> what they call girls run against the West Indies? I think you >> should stay on and be a 40 niner fan for when you get Tom baseball get Tom Brady's a keynote will know will be in good Wasn't Steve Young and today love so inspirational and we just love them? Thank you for coming on the Cube. 10 years. Congratulations. Any cute moments you can point out >> all of them. I mean, I think when I first came to, I was Who's the d? I said ASAP, like these guys, John and Dave, and I was like, Man, they're authentic people. What I like about you is your authentic real good questions. When I came first year, you groomed me a lot of their watch like, Hey, this could be a big hat. No cattle. What you gonna do? And you made me accountable. You grilled me on eight of us. You're grilling me right now on cloud native and modern, absent security, which is good. You keep us accountable. Hopefully, every you're that we come to you, we want to show as a team that we're making progress and then were credible back with you. That's the way we roll. >> Sanjay. Thanks for coming. Appreciate. Okay, we're live here. Stay with us for more of this short break from San Francisco v emerald 2019
SUMMARY :
Brought to you by IBM Wear and its ecosystem partners. David, I coined the term tech athletes, you know, kind of the whole joke of ESPN effect that we've We've been trying to, you know, Veum World is now the first time You were watching videos. It's the culture of bringing the humanization aspect of your team about culture you believe it. I mean that to me tells me that somebody and Robinson story. And I hope that the folks who are reporting to me And because you have a track record of hiring women, how do you succeed in hiring women? This is not, you know, some kind of affirmative action away. I presume you believe that right on your You know, Pat, I presume you agree with it. All those inventions that you Part of the reason we made these thanks to my son that the network is you said your daughter to look at the key to Pat's King Pat's But I think if you look at the Milton have a appropriate good that they are focused on, you know, on the millennial generation. that working for is having an impact. We look back at some of this era, the Abel's relationship would you know about. my comparison with carbon black there watch was out of the building. I mean, you know, you and what do you do instead, to stay healthy, So that's the way in which we were old. I mean, huge valuation compared to what you guys paid for carbon black. I mean, if I'm a buyer, I liked what we paid. Just when you line up the Was it really go to market. m. Where the devil and other ecosystem channels like you No idea. Arcee and secureworks that you'd like to get your hands on. I mean, it's the same thing like asking me when we acquired air watching. But, you know, our goal would be Let's go plot away. I'm not trying to pit you against your friends and AWS. I like the acquisition. of the hyper visor E C to azure compute containers. So I think if you believe there is a Switzerland case for I mean, if you could do management security. the way for the strategy in stock price since October 2016 up. What the hell? So when we do these acquisitions, you I mean, what's how do you keep him trained? And we say Now, let's tell you looking Thanks for joining you. and you articulate a strategy that constantly tells people Listen. A lot of great things having Sanjay. for you know what a cricket fan I am. when you get Tom baseball get Tom Brady's a keynote will know will be in good Wasn't Steve Young and That's the way we roll. Stay with us for more of this short break from San Francisco
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Amit Walia, Informatica | Informatica World 2019
>> Live from Las Vegas, it's theCUBE covering Informatica World 2019 brought to you by Informatica. >> Welcome back everyone to theCUBE's live coverage of Informatica World. I am your host, Rebecca Knight, along with my co-host, John Furrier. We are joined by Amit Walia, President - Product and Marketing here at Informatica. Thank you for coming back on theCUBE. So we're here at Informatica World, there's a lot of buzz, a lot of energy, obviously CLAIRE is a big story, your company got great press yesterday from The Wall Street Journal teaming up with Google to tame the data. One of the themes we keep hearing is that data needs AI, but AI needs data. Elaborate on that a little bit. >> That's a great point, in fact I would extend that and say I believe, and I will talk about that today in the closing keynote, is the language that AI needs or speaks is data. Because to be honest, without data, there's no great AI. And I think something that we've known all this while, but now that AI is really becoming pervasive and has skill, you really, really need to give it relevant, good, contextual data for a Siri or a Cortana or Alexa to make some contextual decisions, right? And we see that happening a lot in the world of enterprise now. Finally enterprises are arriving at the point where they want to use AI for P-to-P use cases, not just consumer use cases that you and me are used to. And then, to your other question, AI is a part of everything that we do in data. Because, to be honest, it really helps improve productivity, automate mundane tasks. And I think we were talking before this, there is a massive skills gap. And I think you look around, the economy's kind of fully saturated with jobs, and there's still so much more work to be done with more data, different data, so AI's helping making some of those mundane activities become a lot more easier or autonomous, if I may. >> What's the use cases for CLAIRE in AI around as it grows? Because, you know, the data world, you guys have been doing it for 25 years at Informatica, private for 4 so, innovating on the products side, but it used to be, here's the data department, they handle it. The data warehousing in the fenced out area in the company, now it's strategically part of everything, right? So you guys have the MDM, you've got the Catalog, you've got all kinds of solutions. How is that role changing within your customer base? And what are some of those use cases? Because now they have to think end-to-end, you've got Cloud and On-premise, these are challenges and opportunities. But the role of data and the data teams is expanding rapidly. >> In a significant way. A significant way. I think I kind of was joking with our practitioners yesterday that they were all becoming, they were going from heroes to superheroes, if you are enjoying the Avengers movies, and that analogy. But genuinely, because if you think about it, right, I think what we are seeing in this world, we call it the data three data where the data is becoming a platform of a sort. It is getting decoupled from the data bases, from the applications, from the infrastructure, because to truly be able to leverage AI, and build applications on top, you cannot let it be siloed and be hostage to its individual infrastructure components. So we're seeing that fundamental change happening where data as a platform is coming along, and in that context the catalog becomes a very, very pivotal start, because you want to get a full view of everything. And look, you're not going to be able to move all your data in one place, it's impossible. But understanding that through metadata is where enterprises are going, and then from there, John, as Rebecca's talked about, you can have a customer experience journey with MDM. You can have a analytics journey in the Cloud with an AWS or (inaudible) or a JCP. Or you can have a complete governance and security and privacy journey understanding anomalous activity. >> So before I go any further I just want to ask you about this one point because you guys made a big bet with the Catalog >> Okay, and it's looking good. A lot of good bets. You know, AI, Catalog, Cloud, early on the Cloud, but one of the things I hear a lot is that data's at the blood stream, you want the blood flowing around the system, the body. People looking at data like an operating system kind of architecture where you got to have the data free flowing. So the Catalog seems to be a big bet there. How is that helping the AI peeps because if you can have the data flowing -- >> Yep. No I think -- >> You're going to have feeding the machine learning >> Absolutely. >> The machine learning feeds the application of AI, you got to have the data, the data's not flowing, you can't just inject it at certain times. >> The way we think about it is, you're exactly right. I would just, in fact it's so ah, interesting, the analogy I use is that data is everywhere. It's like the blood flowing through your body, right? You're not going to get all the data in one place to do any kind of analytics, right? You're going to let it be there. So we say metadata is the new OS. Bring the metadata, which is data about the data in one place. And from there let AI run on it. And what we think about AI is that, think about this. LinkedIn is a beautiful place where they leveraged the machine learning algorithm to create and social graph about you and me. So if I'm connected with John, I know now that I can be connected with you. The same thing can happen to the data layer. So when I'm doing analytics, and I'm basically searching for some report, I don't know, through that same machine learning algorithm at the catalog level, now we can tell you, you know what? This is another table. This is another report. This is another user. And so on. And we can give you back ratings within that environment for you to do what I call analytics on your fingertips at enterprise scale. So that's an extremely powerful use case of taking analytics which is the most commonly done activity in an enterprise and make it accurate at an enterprise scale. >> Well the LinkedIn example, you know, of course I have a different opinion on that. They're a siloed platform. They don't have any API's, it's only within LinkedIn. But it begs the question, since you're both that kind of consumer, look at a company like Slack, going public, very successful, their numbers are off the charts in terms of adoption, usage, a simple utility in IRC message chat room that has a great UI on it. But their success came when they integrated. >> Sure. >> Integration was a big part of their success. They wanted to have API's and let customers use the software, SAS software, with a lot of data. So they were really open. >> Yes. >> How were you guys from a business standpoint taking that concept of SAS openness connecting with other apps because I might have, bring my own app to the table as data, and integrate that piece into Informatica. How does that work? >> Very similarly. So the way we've done it is that our whole platform is fully API based. So we have opened up the API's, any application can hook on to that. So we believe that we are the Switzerland of data. So you may have any underlying infrastructure stack. On-prem, in the Cloud, multi-Cloud, whatever it is. Different applications, different Cloud applications, right? So our goal is that at the layer which is the metadata layer on which CLAIRE runs, we've opened up the API's, we've hooked to everything, and so we can consume the metadata, and there we truly provide a true data platform to our organization. So if you are running a Server Snap, a Salesforce.com, Adobe, Google, AWS, you can still bring all that stuff together and make contextual business decisions. >> One of the things you had talked about on the main stage is how the Millennials that you're hiring have higher expectations in their personal lives from the technology that they're using, and that's really pushing you to deliver different kinds of products and services that have the same level of innovation and high touch. Can you talk a little bit about that and how, and how this new generation of the workforce, and there's obviously Gen Y coming right behind it, is really pushing innovation in your company. >> Well you know, I have a fourteen-year-old, so I get a taste of that every day at home. (laughing) So you know, what they want to experience, so I, you know, I use this word, experiences are changing. And by the way they are pushing the boundary for us too. We grew up in the infrastructure software world which you know, twenty-five years ago was all, you can go down to the command line interface. Not any more. You really really have to make it simple. I think users today don't want to waste their time what I call doing mundane activities. They want to get to value fast. That's pushing the boundary for us. In fact that's where we're leveraging AI in our products to make sure we can remove the mundane clutter activities for them, for them to do value added activities. For example, I want to discover data to do some analysis. I don't want to go around discovering. Discover it for me. So that's where CLAIRE comes in and the catalog, right? Discover it for me. You know what? I don't want to figure out whether this data is accurate or not accurate. Tell me. So we are taking that philosophy, really really pushing the boundary for us, but in a good way. Because definitely those users want what I call very simplified and value added experiences. >> And that's really what SAS and consumer applications have shown us, and that's proven to be hard in the enterprise. So I got to ask you as you take this data concept to the infrastructure, a lot of enterprises are re-architecting, you hear words like multi-Cloud, hybrid Cloud, public Cloud, and you start to see a holistic new kind of persona, a Cloud architect. >> Yes. >> They're re-architecting their infrastructure to be SAS-like, to take advantage of data. >> Correct. >> That's kind of known out there, it's been reported on, we've been reporting on it. So the question is, that isn't alignment, that's not just the data people, it's data meets infrastructure. >> Absolutely. >> What's your advice to the companies out there that are doing this, because you guys have Cloud, Google, Amazon, Azure, Cloud, On-premise. You can work anywhere. What's you're advice? >> Yeah, no, I think it's a very good, it's a very topical question. Because I do think that the infra, the old days of separating different layers of the stack are are gone. Especially the old infrastructure all the way to platform as a server stack has to be very well though out together. To your point, customers running a hybrid multi-cloud world, right? So think about it, if you're in the world of improving customer experiences, I may have my marketing cloud running somewhere, I may have my sales cloud running somewhere, and a service cloud running somewhere. But to give a great experience I have to bring it all together. So you have to think about the infrastructure and the data together for enterprises to give a better experience to their customers. And I see innovative customers of companies truly think through that one and succeed. And the ones that are still lagging behind are still looking at that in silos. And then be able to have the data layer for hyper scale. Well these are all hyper scale platforms. You cannot run a little experiment over here. So we've invested in that whole concept of hyperscale, multi-cloud, hybrid cloud, and make sure it touches everything through API's. >> So we've been covering you guys for four years here at Informatica World. It's great to see the journey, nothing's really changed on the messaging and the strategy, you say you're going to do something and you keep doing it, and some little course corrections here, and acquisitions here and there to kind of accelerate it. But when we talk to your customers we hear a couple of different things. We hear platform, Informatica, when describing Informatica. You guys win the whole data thing, you're there, it's the business you're in. In the data business. But I'm hearing new words, platform. Scale. These are kind of new signals we're hearing from your customer base and some of the people here at the show. Talk about that impact, how you guys are investing in the platform, what it means for customers, and what does scale mean for your business and customers? >> No, we've heard that from our customers too. Customers said look, they all recognize that they have to invest in data as a platform. But you know, it's not like an original platform so they want it because we serve the broader state of management needs, so they want us to be like a platform. So we've invested that, couple of years ago we went completely ground-up, re-built everything, micro-services based. All API driven. Containerized. Modular. So the idea is that nobody is buying a monolithic platform. Nobody buying a platform, it just builds by itself. And they can compartmentize it, I want this now, I want that later, so like a Lego block it builds. And, you know what, through an API it also hooks into any of the existing infrastructure they have, or anything new that they want to bring in. So that really pushed the boundary for us. We invested in that. By the way, that platform today, in the Cloud, which you call IICS, runs eight trillion transactions a month. Eight trillion transactions a month. And by the way, last Informatica World, it was running two-and-a-half trillion transactions. So in one year it's gone from two-and-a-half to eight. So we are seeing that really hyper scale. >> And you, and I'm going to ask you if you believe, just, and you can answer yes or no or maybe, or answer on your own, do you believe that data is critical for SAS success? >> Oh absolutely. No doubt about it. I have not met a single customer who ever said anything different. In fact, the thing that I see is like, it's becoming more and more and more a sea-level conversation. That hey, what are we going to do with our data? How do we bring that data together to make decisions? How do we leverage AI and data together? It's truly in our sea-level discussion, whereas it was never a sea-level discussion years ago, it was more about what application am I going to use? What infrastructure am I going to use? Now they're all about, how do I manage this data? >> I wanted to talk about ethics (laughs) and this is, because recently had published a paper about Tech for Good, and it's about this idea of using AI and machine learning to help society achieve better outcomes, and then also to help us measure it's impact on our welfare beyond GDP. Because think about the value that technology brings to our lives. What's your take on this? I mean how much value do you think AI brings to the enterprise in terms of this Tech for Good idea? >> No, so, by the way one of Informatica's values is "Do good". And we are firm believers in that look, there is an economic value to everything in life. But then we all have something to give back to the society. There is something to create value out there which is outside the realm of just pure economics which is the point you were asking. And we are firm believers in that. I do think that by the way, there is a very high bar for all of us in the industry to make sure that not only, it's not just about ethics of AI also at the same time, because we cannot abuse the data. We're collecting a lot of information. You and me as consumers are giving a lot of information and I talked about that yesterday as well, that we believe that the ethics of AI are going to play a fundamental and differentiating role going forward. I think the Millennials we're talking about, they are very aware of that one. They are very purposeful. So they'll look back and say, who actually has a values system to take this technology innovation and do something better with it, not just creating money out of it. And I think I totally agree, and by the way in the very early stages, industry has to still learn that, and internalize that, then do something about it. >> Well Amit, yeah I think you're right on, early days, and I can give you an anecdotal example is that this year, University of California, Berkeley, graduated its first inaugural class of data science analytics. First! First ever class for them. They're a pioneer, they're usually having protests and doing things with revolutionary things. That shows it's so early. So the question I got to ask you is, you've got your fourteen-year-old, you know I have kids, we follow each other on Facebook. I'm always asked the question and I want to get this exposed. People are really discovering new ways to learn. Not just in school, you got YouTube videos, you've got CUBE videos, you got all kinds of great things out there. But really people are trying to figure out where to double down on, what dials to turn, what classes to take, what disciplines are going to help me. It used to be oh, go into computer science, you'll get a great job. And certainly that's still true. But there's now new opportunities for people, data's now grown from you know, programming deeply to ethics. And you don't need to have a CS degree to get in and be successful to fill the job openings or contribute to society. So what are those areas that you see that people who are watching might say hey you know what? I'm good at that, I'm good at art, I'm good at society or philosophy or I'm really good at math or, what skills do you, should people think about if they want to be successful in data? >> You know, I think it's a very foundational question. I think you're right, I think programming has become a lot easier. So I think if I'd stepped back to the days we graduated, right? It's become a lot easier so I don't think that necessarily learning programming is a differentiating, I do think that back where you were going, people who'd generally think about what to do with that. I think there is analytical skills that we all need, but I think the soft skills I believe in the society, we are kind of leaving behind, right? A little bit of the psychology of how users want to use something. Design thinking. By the way I still think that design thinking is not yet completely out there. Um, the ability to marry what I call the left brain to the right brain, I mean, I think that's key. And I do think that we cannot run away completely to the right brain, as much as I am an analytical person myself. I think marrying the left and the right, I do believe, like I, as I said I have a fourteen-year-old. My advice to all those who say, he wants to do Computer Science, is to take enough psychology or design classes to kind of have that balance. So my encouragement would be have the balance. We cannot all just be hyper-analytical. We have to kind of have the balance to see ... >> I think just be smart, balance, I mean again, I have not found one, well I guess the answers are stats and math, have the check, that's easy to say, but ... >> The emotional skills. But you need more of those, I think a little bit more of those left-brain skills also to complement them. >> Well and also for the experience, study art, music, what delights people. What inspires the passion? >> I agree with that. >> Yeah. Absolutely. Amit, always a pleasure to see you. Thank you so much. >> Thank you very much. Always a pleasure to be here. >> Great conversation. Good insight. >> I'm Rebecca Knight for John Furrier, stay tuned at theCUBE's live coverage at Informatica World. (Upbeat music)
SUMMARY :
brought to you by Informatica. One of the themes we keep hearing is that And I think you look around, the economy's kind of fully So you guys have the MDM, you've got the Catalog, to superheroes, if you are enjoying the Avengers movies, So the Catalog seems to be a big bet there. got to have the data, the data's not flowing, you can't just all the data in one place to do any kind of Well the LinkedIn example, you know, of course I So they were really open. I might have, bring my own app to the table as data, So our goal is that at the layer which is the metadata One of the things you had talked about on the main stage So you know, what they want to experience, so I, you know, So I got to ask you as you take this data They're re-architecting their infrastructure to be So the question is, that isn't alignment, that's not just doing this, because you guys have Cloud, Google, Amazon, So you have to think about the infrastructure So we've been covering you guys for four years here at So that really pushed the boundary for us. In fact, the thing that I see is like, it's becoming more I mean how much value do you think AI brings to the that the ethics of AI are going to play a fundamental and So the question I got to ask you So I think if I'd stepped back to the days we have the check, that's easy to say, but ... a little bit more of those left-brain skills also to Well and also for the experience, study art, music, what Amit, always a pleasure to see you. Always a pleasure to be here. I'm Rebecca Knight for John Furrier, stay tuned at
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Wendy M. Pfeiffer, Nutanix | Nutanix .NEXT Conference 2019
>> live from Anaheim, California. It's the queue covering nutanix dot next twenty nineteen. Brought to you by Nutanix. >> Welcome back, everyone to the cubes. Live coverage of dot Next at NUTANIX. We're here in Anaheim, California. I'm your host, Rebecca Knight were joined by Wendy M. Pfeiffer. She is the chief information officer at Nutanix. Thank you so much for coming on the Cube. Wendy, thank you for having me. And this is not your first time you this year. A Cube alum. >> I am a Cube alum. It's so much fun. It's kind of weird, though. We're inside of this Cuban outside of us is all the action in the Exposition Hall is kind of crazy and cool. >> It is that there's a lot of energy here. I want to start our conversation by taking you back in time to nineteen eighties. You growing up in Silicon Valley, you notice an advertisement in the newspaper that dead tree medium NASA wants ideas on how to organize its dashboard. Better for astronauts. Yeah, >> So they had a program called CD T I cockpit displays of traffic information and they were looking for innovative ideas to make what was really a very small display provide information for the shuttle astronauts as they were re entering the atmosphere. And so, if you can imagine coming back into the atmosphere, it very high speed. And there was concern that there would be a traffic in the area. Regular airplanes flying, you know, relatively much slower. And so how could the same air traffic displays that were used for aviators be sort of modified to give real time information? Teo the astronauts, I will tell you that I never contributed much to that project, but I discovered large scale computer systems. And I just love the idea of these things large networks, large computers on just the through the vast interconnectedness of things. And so that got me interested in technology, whereas before I thought I was interested in science and math. And it turns out, of course, there's some great synergy among those topics. >> So So the internship at NASA is what propelled your interest and really, what launched your career in technology? Yes. Now you are the CEO of Nutanix. This this amazing company thiss startup That's now billion dollars with the market cap in multiple billions of dollars. Yes. So talk a little bit about your experience as CEO and what and what in what you're hearing, particularly at this dot next show. Yeah, I think >> one of the things that's happening is we're all in the midst of a huge transformation in terms of how digital technology affects business and empowers and enables business and as CEOs were right in the middle of that Wei have. Many of us have tons of legacy equipment and things from vendors, but we also have this desire for leading digital transformation in our companies. And so companies like Nutanix and there aren't many companies like Nutanix, but technologies like ours bridge that gap. We can run the legacy workloads in on premise data centers on pick a vendor's hardware. But we can also run the same work loads on our operating system in public clouds. And so it's kind of the best of both worlds, and it bridges thes two worlds that CEOs have been struggling to bridge, and it does so in a way that doesn't require us to re train our people or find, you know, a small team of rocket scientists who are, you know, worth more than the GDP of small countries. So we're able Teo, actually execute. Still keep the lights on. Still do the the old school things that we need to do but also operate with excellence at that more modern end of the technology spectrum. That's huge. And I'm hearing that from so many folks all around the show, whether it's, you know, people who are responsible for infrastructure or Dev Ops kind of crosses all of those bridges. And and as Nutanix, the CEO, I get to represent how any company like ours a billion and a half dollars publicly traded company, can use technology to enable itself, because I use our technology to do all the things we need to do as a company. >> But that's exactly just what you're talking about. That balance that these companies need to strike with thinking about the maintenance, thinking about the storage, thinking about the protection, but then also thinking in a much more visionary in strategic way about how we really transform our business and get our and get the work done that we need to get done. Can you talk a little bit about the fact that these consumer technologies have really leapfrog the thie enterprise vendors and sort of embarrassing it, frankly, should be for these big technology behemoth that they haven't done more to make cooler, sleeker technologies? >> Absolutely. Oh, my gosh, this is my favorite topic. And it's why I have my smart here. So on this smartphone, this is a is an apple phone on this smartphone. I have a ton of applications and a ton of functionality, and you know, so I have Facebook on my smartphone, right? And I love Facebook. >> But when I >> downloaded and I started using Facebook, I didn't say, you know Oh my gosh, fall. Now I have my social media application. So there's no way I could use Twitter or Instagram or anything else because my standard is Facebook. And that's the only thing I'm going to use. No, no, no. I have a multitude of APS and I used them as I choose when I want to, in the way that I want Teo, those abs inherit things from this platform. They have access to my contact data. They understand my location if I allow them tio etcetera. So all of those things are unconsciously in what is actually a phone. Now try to get your desk phone to do that right? It doesn't. And yet in the enterprise space, we have vendors who are selling us for millions of dollars, desk phones, and those were supposed to be as performance delightful, interesting as this device. And then we have laptop computers and we have desktop computers. None of those things is even a third as interesting, engaging, useful and easy to use as this consumer attack, which, by the way, is a lot less expensive. I spend millions of dollars on a V audio visual room systems of conferencing technology, whereas when I go home I can se teoh Amazon or Google. Hey, you know Amazon. Show me my my shows. You know I can I can I can ask for any show I want to watch on TV. When I downloaded Pokey Mongo, I love playing video games and games. When I downloaded Pokemon go on my phone. I >> didn't have to >> watch, you know, five five minute video snippets to teach me how to install the application. Within minutes, I was, you know, catching all the Pokemon I could what in what is really a very complex application that also includes augmented reality. And so I think it's time that first of all the vendors who sell to us, who are so used to that every three years, the enterprise license agreement is renewed. Or, you know, Hey, we're a pick something, you know, a one hardware vendors shop. So we that's what we standardize on that is doing two things. One, they're killing their own industry, and they're also killing. They're they're ruining. It is ability to deliver and to be useful and transformative. Two companies way and it way also have to demand better way. Have to stop buying that Dunc. And we have to start finding ways whether we have to build it ourselves or using machine learning tools to train the machine on how to do these things that that enterprise it cos don't deliver to us. And we also need to look for vendors like Nutanix that build that bridge that allow us to stop worrying about Oh my gosh, You know, we've got to make this legacy thing work with this new thing. We don't have to worry about that so much anymore. And now we can focus on this user experience The interaction design what we might do within an ecosystem That is our own unique companies and our own unique set of systems and also ultimately allowing our people, which is what companies are made up of allowing our people to to have the experience that they want tohave, just like we do with our own devices. I can choose how I want to interact with this thing, and I can turn it off if I don't want to use it. >> So so much of what you're talking about is really about getting companies and then the leaders of these companies to think differently. And that is the biggest managerial challenge. And it's a challenge when you're in sales. And so how do you How do you approach that problem? Because it because you've really laid it out so clearly we are used, Teo, so much intuitiveness and ease and beauty in the technology that we use in our personal lives. And then we come to work way put up with a lot of junk. >> We do, right? I mean, like, I know you're not saying anything out loud, but I know you. You're agree without you here with your laptop on the table there. You know, first of >> all, our work forces are changing. Generally, we keep talking, at least in circles that I sit in about, you know, the millennials are entering the work force. No. You know, the Millennials and Jen Zy are already make up almost half of our workforce today and will be at that somewhere around. I think it's seventy percent by twenty, twenty five of the workforce, so >> they're already here. Those >> folks already have a different relationship with technology than my generation did my generation. And I'm a Magen axe, I think. Yeah. Um so my my hub to Exactly So the big >> hair A my generation. >> I >> watched the birth of some of these consumer technologies, but this next couple of generations grew up with him already in place. And so they don't even think about the fact that this is technology. This is dependent, just is just part of them. And so I think we need Thio, Throw off the old filters and get out of the way. It's a lot more about choice and self service and freedom and flexibility and a mixed portfolio. And there are so many ways to educate ourselves about those things if if we don't naturally have that instinct. But it starts with diverse thinking, diverse tools. I believe that whatever you know, PC Mac laptop tablet mobile device that you're comfortable with your company should enable you to use. And you should use the applications that that makes the most sense to that make you the most productive. And then it's his job or it's leaderships job to create that that really rich ecosystem, where those applications and tools have the nutrients that they need and the capabilities that they need to work together well, understanding how to create and maintain that ecosystem mean what is an ecosystem? It's this sort of happy accident of all sorts of creatures at various levels in the in the pyramid coming together and figuring out a way to cohabit and to survive and then, hopefully to thrive. And so no one can get too important. No one voice no one species. No one layer can be outsized compared to the others because of So what do you have? Well, you have a species collapse. They run out of the fuel that helps them to thrive. And so I think, of course, our planet at a macro level is an example of that. But our company's our families, our neighborhoods. All of those things are micro examples that that matched the macro and are dependant on the same laws of physics and science and so on in order to thrive in to function. >> Well, you're talking you You just highlighted the importance of diversity. And and you made this comment about No one person can get two important or no one part of the species. In fact, if you look at the tech landscape Ueno, who's too important and it's the pros who are who are running the show in a lot of ways. Still, I want to hear from you as a senior leader, a female senior leader in technology you noticed, >> and Theo the manicure. Yeah, >> but how? What? What do you see? What? Tell us what it's like. I mean, is it as bad as we hear? And, um, and and And how have you in your career overcome a lot of these challenges? And then how What do you see as your responsibility to the next generation who's coming up? >> Absolutely. So it is as bad as we hear. It's sometimes worse than we here. And I think that especially there are certain sectors of society and tech society where the bro culture that we've heard about is fully in play. What mitigates that is the human beings who make up the bro culture so often. These guys don't understand the the effect of all of them and mass, and so often they're just being natural. Many, especially start ups. The start of fuel. Silicon Valley, You know, they started with some great ideas and with some dreamers and often those those people with the great ideas and dreamers you know they are males, and what do you do? You get your buddies together. You know, when you get a little extra money, you get the next round of bodies. You invite people, you know, so >> there's a little >> bit of that syndrome that's happening. There are also wonderful incubators and fields where women are also in that start up mode, and I'm a member of the Board of Girls and Tech. We have a number of things like Way have an amplified competition that supports women, tech the entrepreneurs, so there's certainly more than just men. But the history has been that however, a lot of people talk about that For me, that's not the emphasis for me. The emphasis is on how we change our jobs and our definition of work in general. And this is so fascinating to me. >> I think we've been working for years >> and years on, you know, how do we get more women and stem and encourage girls to go through this path in school? You know, it turns out women and men are both equally interested in science and math and all those things. But the starting jobs and tech are are horrendous when it comes to matching women's interests in skills and this isthe stereo, I'm going to start stereotype here. I hate doing this, but in general terms, men tend to be able to work on things serially. They tend to have a singular focus and to appreciate the singular focus and so you can lay out a path first, your socks and your shoes and the guy will follow that, and we'LL master each step along the way. And that's that's a way that you know, it's stereotypically a lot of male brain brains. Progress for women, for female brains were multifaceted way sort of have this ability. I don't know if it's evolutionary or environment or whatever. I'm not like an expert, thank God. >> But we have this >> ability to multi task all the time. I could be, you know, holding my kid and, um, talking on the phone and, you know, making sure dinners cooking, okay. And, you know, maybe it's a business call, and I might be hiring someone or firing someone, and I'm giving equal focused attention to each very important task. And so we sort of have that that ability because we have that ability. That's the kind of job that you know. Okay, you enter college and you're taking a software development computer science, of course. And you take all computer science courses until you get that degree. And now you get your first software developer job and you sit in this little cubicle and all day long you write code. Well, you know, fine. If I've sort of have that single threaded mentality, I'm ready. All right. I guess I'm going to do this. I'm gonna Masters are >> gonna get through the layers >> of writing code as fast as I can and someday I'll rule the world or start my own company over on the female side, we say this is going to kill me. I don't want to do that. What a boring jobs. Because Because also, I'm interested in I'm interested in the Japanese language and I'm interested in design. And, you know, I love to cook. And also, you know, I'm just been working through, you know, theories of space and time and in my physics study, and to just have to focus my mind all by myself all day long in this cubicle on writing, you know, some part of a bigger program. It's not attractive. And so what we find is that women are dropping out of thes focus degree programs and they're dropping out of the early stages of technology careers. Which means that by the time you get to my stage, there is not a very few of us right, >> So you said we needed we need to change the definition of work. Yes, What does that mean? >> Well, the Millennials and Gen Z and countries that are that are very young, like some of the Eastern European countries that air, that air, just reinventing themselves. They've already done that. It's the gig economy. It's the idea that as an individual, I can choose the things I want to work on. We've tried Teo, sort of emulate that in in the agile methodologies right? I get to choose my tasks, but it's this sort of. It was taken the soul out of it. But this is really that independent contractors might be doing. You know a few things that once I might be designing shoes like one of my friends is she's she's created her own shoe company, and at the same time I might be writing code Azaz a gig for some other company. And you know what? I might also be involved in, you know, a charitable work. Or I might be volunteering at my kid's school and doing all of those things together at the same time in parallel is interesting to us. It's engaging to us. We put more. >> So how'd you do that? At your team at NUTANIX? How do you help your employees, uh, do all the things that they want to do in addition to obviously getting their work done? Yeah, well, It's always a >> balance right. One of the really important things is to create an environment of tools and technologies and processes that allow people to choose the things they want to choose. It's not always well understood. Some people say thank you. I get to use the tools I like. Other people say there's too many tools what we d'Oh. And so we try to find something down the middle for those guys. Exactly. Secondly, I hire and mentor leaders who are very diverse and open, and they're thinking so that we can constantly kind of reinvent ourselves as an I T organization. But ultimately it gets down to enabling culturally people to think differently, to raise their hand and say, You know, I am a network engineer, but I would like Tio automate this thing over here or, you know, I Yes, I'm a systems engineer, but I'd like to deploy the network, just allowing them to get out of their comfort zone and to experiment. It's also really important to understand the balance of it. People who choose it love engineering and love technology, but we'LL also love process and interaction, and so we're already this mash up of personality types. And, you know, I would say more multifaceted you are, the more you're able to play multiple sports or or have multiple skills or play offense and defense, then the more able you are to thrive in the new World in the new economy. And sometimes it's just finding those mavericks Or, you know, I like to say I'm a little civil, like, you know, I've >> got a little personalities and you know it. Sometimes you got >> to bring one of those personalities to the table. Sometimes you have to bring many of those personalities to the table, and it's gonna be okay for folks to do that. >> I love it. I love it. Great. Well, Wendy, thank you so much for coming on the Cube. It's always fun talking to you. Thank you. Appreciate it. I'm Rebecca Knight. You are watching the Cube. They'LL be much more to come
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Brought to you by Nutanix. Thank you so much for coming on the Cube. It's kind of weird, though. I want to start our conversation by taking you back in time And I just love the idea of these things large networks, So So the internship at NASA is what propelled your interest and really, all around the show, whether it's, you know, people who are responsible for infrastructure That balance that these companies need to strike with thinking I have a ton of applications and a ton of functionality, and you know, And that's the only thing I'm going to use. Within minutes, I was, you know, catching all the Pokemon I could what in what And so how do you How you here with your laptop on the table there. at least in circles that I sit in about, you know, the millennials are entering the work force. they're already here. Um so my my hub to Exactly So the big I believe that whatever you know, PC Mac laptop tablet And and you made this comment and Theo the manicure. And then how What do you see as You invite people, you know, so And this is so fascinating to me. And that's that's a way that you know, And now you get your first software developer job and you sit in this little cubicle and all day long you write Which means that by the time you get to my stage, So you said we needed we need to change the definition of work. I might also be involved in, you know, a charitable work. One of the really important things is to create got a little personalities and you know it. Sometimes you have to bring many of those personalities to the table, Well, Wendy, thank you so much for coming on the Cube.
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Sam Burd, Dell Technologies | Dell Technologies World 2019
live from Las Vegas it's the queue covering del technology's world 2019 brought to you by Dell technologies and it's ecosystem partners everyone welcome back to the cubes live coverage here in Las Vegas we are here for Dell technology rules 2019 got two sets I'm John Faraday Volante my co-host Dave day to three days of wall-to-wall coverage I've got a great guest December the president of client Solutions Group at Dell technologies Sam handles all of the big edge machines like the PCs my machine here and other cool stuff Sam thanks for joining us today appreciate it thank you guys for having me so one of the themes that we're seeing I'll see through the transformation going back when Michael went private buys EMC new puzzle pieces this is growing and scaling and one of the big surprises or not surprises is the cloud growth and them data grow that's been fueling a lot of existing businesses the client business one of them that you run yeah as do extremely well the numbers are looking good new machines you know the PC revolution continues evolving that's the state of the art what's the current state of the business give us an update hey so like you said the business is doing really well I'm excited this year we'll have our 35th birthday for Dell and the PC business the business I lead at Dell is where it all started 35 years ago in a dorm room at University of Texas now a forty three billion dollar business it is just a part of Dell so we've become a lot more but growing double digits we've seen a resurgence in the edge and I think like you said one of the things I'm seeing as I talk to companies they're almost seeing that edge is the secret weapon as we talk about all this transformation because getting great employees is the challenge if you want your business to lead in an industry and as we go talk to companies and we talked to Jen Expo we talked to Millennials we talked to Gen Z getting them armed with a great piece of technology where they can be productive in a job and help make a difference in a company or career that's what they want to go and do they want that more than drinks in the break room they want that more than volleyball courts outside and when companies are able to do that with our PC products at the edge they get great people in who helped that company be more successful so we're seeing a really good growth and we're we're dedicated to doing some exciting products for people and it's not easy to I just want to unpack the dynamics between the two worlds that go on one is making the machines go faster smaller less expensive so more horsepower lower prices higher functionality and then the integration to get that kind of a seamless works work lifestyle balance where you got consumer business all kind of blending together where you got to connect the networks you got it you can go to work at Starbucks here in once in a while you got to have all this stuff in it working together with what used to be the big iron back-end systems oh yes oh yeah so you got to you've got two jobs it's true what how do you balance that other different teams or different approaches what's the focus you know we we look at a couple things internally we have really focused on not just the hardware design that we're putting together and the speeds and feeds and we can do that great you take our you know our gaming business we have a we were showing off in the alien you can go over to a alien where a kind of gaming section we have here we have things that have more than 300 watts of power for CPUs and graphics in it feels to us if you went back in time it's super compact about what you used to have it's not anything like the latest XPS products I see you guys using there but we can design that kind of power into the systems and then we're focused on the experience we bring alive for people so you think about working with partners I'm working with services teams working with Microsoft working with VMware around how we bring alive the things people want to do on the consumer side like one thing we see people more people now watch TV and pcs then watch TV on TV oh it's like a great experience it's pretty headphones and nobody's bothering ya it's it's pretty good the other the other thing that's interesting I've switched all my viewing that way because we figured out the younger generations that that is even more true for them so in my millennial or gen Z fashion I've started a hundred percent of my TV viewing it's on a PC but it's a great way to do it we've done experience around that with audio video streaming that we go how do we bring that alive same thing on gaming gaming space I want to show you guys hopefully in a couple minutes we can talk about some of the latitudes we announced here but we've done that in the workspace of people want to be productive immediately they want a tool that lets them do that and we said how do we put technology and software and capability together to allow them to have that kind of experience they want that what if some of the things you announced today and you know what's uh what are the exciting parts of them so we brought a are we announced our new latitude lineup so you see from top to bottom some really amazing looking pcs and one of the things if you guys get that look you little high or we go to guys can you guys see that so awesome looking PC the other thing is if you take a look at this we built in different kind of capabilities that allow allow really fast log into the system so there's an Express Express login Express sign-in capability that under no under kind of infrared lights sensors you can basically recognize it recognizes when you walk up to that system it will log you into the system automatically so you don't have to touch the screen the keyboard it all saves you that kind of instant productivity you turn around walk away it'll sense when you're there and when you're not there will log you out of the system we also have something we call Express sign Express charge on this system so people are on the go some of the stats we were sharing when you think about audience here people are working in different offices people are working on the road John you were saying people are working in Starbucks how do we allow you to quickly you plug that in you can get 80% charge in an hour you can get 35% charge in 20 minutes so allow you to get up and going really quickly but basically designing some pretty awesome systems that if you go look at what some of the press is saying about this stuff of finally putting a business system in people's hands that users are gonna covet so we did cool stuff with Alienware we've done that with our XPS product we said we need to bring that into the commercial space so people have really cool tools to get these great reviews just to give a little shout out to props to you guys getting some good reviews also it's it's it's good tailwind for you that Apple is kind of struggling with their MacBooks when the prices are high people are now coming back and look into the PC in fact my son is a big-time gamer you depreciate it the acronym is called PCM R which stands for PC master-race because you know the gamers like to be hardcore on the PC gaming huge growth area alien and where is doing great but people people look at whether it's gamer or work you seeing the gamers are guys I think of canary in the coalmine they're I think a leading indicator of a trend around I want a relationship with my device and I want I want to be able to have things available whether it's mobile or or PC or gaming so it's a little bit more intimacy and then there's also a pressure we're seeing on the trend line around augmented reality built into the machine so you start to see again better monitors for K connections you know better immersive yep either whether it's single sign-on authentication to just overall experience that's a big trend yeah and I think you said it on gaming we've built a community around our Alienware brand we've built entry level gaming systems we've turned gaming that we've been in for 23 years with alien we're now at 3 billion dollar business inside our Dell PC business and there's a lot of affinity for people who going hey turn out awesome powered systems and deliver me a kind of experience and speed that I want to win in the game you know it's the same thing though on the commercial side of going people want tools when they're coming to work don't let them do a great job in in their business I know dad wants this question but I want to get one more thing out PC if people talk about other people don't want to hear about speeds and fees when it comes to machines people on a gear speeds and feeds how many cores is there a graphics accelerator in there is there a GPU I need to get AI what's going on with the inside the specs give us the latest state of the art oh we have like so you can look at core explosion in PCs is great the thing that I really like is all these systems now you see USB connectivity so you can put your just people before we're going hey the display is going away so you walk around see we have 49 inch curved displays we have huge 43 inch displays you can get four display side-by-side you can get to 27 inch displays side-by-side I go to trading floors around the world they're stacking two and three of these displays next to each other you can power that out coming out of the USB port on your system you can power that with the graphics on the system and then we have everything up to go to Alienware which is huge core counts but though the power the watts we literally have two huge power supplies - 300 watt power supplies that you're plugging into the back of our gaming desktops it will almost consume the 15 amps that you have in your house circuit to power that system and we fit that in a you know it's about an eight pound system today that's maybe an inch and inch and a bit thick that if you go back to legacy pcs we're talking about we're almost at 2020 in a new decade if you go back to the start of this decade that was like run in the middle average PC that we're now fitting incredible power into so I think all that and GPUs are up and what's the status on because graphics processors has become a big latest great racing graphics processors that we're now waiting the thing that's exciting to me is on the games think we'll see games now catch up to 2000 series GPUs from laying the race race and I think it's an important innovation because that's going to really come and help the gaming but also it's starting to bleed into some other creative areas we're way to get you stocked up with some alien we're here walking out of it I'm waiting for a display the curtains excited I want the curb display no we we see it in games we also see it in advertising so it's amazing the stuff you can go and do it say render a vehicle in a photo shoot that you used to have to go to a remote location and basically ray-tracing allows you to render that scene by putting individual beams of light into that into the interact with all the geometry that you have and it shows what it'll basically draw that picture for you so you get all kinds of nuances of shadows other images flickers and reflections that are just amazing and lifelike realism so we're gonna see that in games you see graphics designer is doing that in TV commercials and in print ads and you do it without ever having to touch the physical product which it's hugely time and processor compute graphics intensive to go and do that but you're now seeing us able to do that on a I brought in a precision workstation it's a little bit bigger than this and it's a horse-collar on the machines can handle that ray tracing that's the whole point yes guys are connecting the edge with your your laptops your your your your your PC's what are you doing a stress test them on the edge torture test you're doing any fun stuff like dropping them from the building and throwing flames at them and yeah what we do we have some fun labs so in Austin Texas we have a lot of fun whether it's dropping systems which is not unrealistic of what happens in the environment we actually find our hardest users are students in education environments so we've commercial really important because like the XPS I see you guys are using people will take a little bit better care of the stuff when it's their own dollars that went to that but you know the the work system gets thrown in a bag it gets thrown in in the back of the car so you look at temperature testing cold hot drops waters coffee in the office environment water in the office environment that gets thrown against it so we do all that kinds of stuff but we've learned a lot from students and we do things like little micro drop tests because you had literally we had systems that got not banged against the floor but the slammd in the bag by a student you know thousands of times across the lifecycle that we had to go and change how we engineer some of the connectors and how the systems are set up just to make them really durable so whatever you talk about your business a little bit John knows I'd love to get into the business that I want to explore the importance of the the client business to Dell it's about half of your revenue just a little under half of the revenue obviously lower margin than some of the enterprise businesses but it's critical and this is what the company was founded on it absorbs a lot of the corporate overhead it's growing what's going on in the business units dollars what can you share with us yes so forty-three billion dollar business grew double digits last year we had for the last five quarters we've led the industry in growth which is a reflection of our real focus on what customers are looking for and delivering great products to them we have 25 quarters of gaining share 25 consecutive quarters so we have a really good run going in the business we look at this year I see the industry continues to consolidate top three players in our industry are around less than 65% share kind of 63 and change and in most industries you see them as they've become more mature you see them more consolidated than than where we are today it's been consolidating last six years we've gained six hundred basis points a share we think is Michael and our team have invested in great designs and great experiences to customers there's lots of runway to continue growth here and you know that's what we're the thing that gets me excited in our engineers is turning out products that our customers go and love and as we went private you really began to transform this company we said we want to be the best bar no one in this industry and we've really you see that in the Alienware you see that in XPS you see that what we're doing in the latitude space we continue to set a very high bar for ourselves in the growth so people tend to keep their laptops longer you got to sell these cloud apps and it's great as a user you have to replace your your laptop every you know 15 months yeah I'm sure you'd love us to do that but so where's the growth coming from is that new applications is it obviously share gains and and how will it continue yeah well we see it more the premium space is growing a lot where people have said hey I want to trade up whether that's the the gamer like your son a user on XPS who wants a really mobile system that they can throw in their backpack or throw in their purse and take take with them it's interesting in the commercial space we actually see some of the highest end systems that we sell in our work station business have the fastest turnover and change rate because when you can add more cores more horsepower to that and go my expensive engineer designing airplanes or my graphics design or doing advertisements or videos for the company can now be more productive people go I want to spend the $3,000 because in comparison to the salary and the time I'm saving I'll get the best talent they're happier because it gets done faster and my business gets more done that's where they're actually switching the system's over so it's to us to make that easier and then the other thing that we're doing that's really interesting and that we announced this week is we're working across our businesses so we've gotten out of just the you know look at the hardware but we're going how do I partner with the services business how do I partner with VMware and start to make the whole process that get in technology and users hands easier because if you look at if you look at companies today 75% of their spend in our space is on all the stuff other than the hardware and the devices so it's like planning going and doing deployment where I have technical people literally with box cutters opening boxes putting new images on systems they struggle to keep systems up-to-date how do I manage support them take all the calls that are coming in you start looking at that and you go there's a way we've we've always tried to redo it but it was like shuffle around where the people are and hey I can take your people and do the thing for you cheaper or maybe not because then you start getting charged for all these crazy change things now we're going pay with software and services I can start doing this in an automated intelligent way that makes it a lot easier so I can go when I want you me any of us to have an awesome system go start taking that other cost out make it easy and fast and then you go the system can be updated someone can go I get better technology in my users hands and hey I save money doing it because I'm not spending on this other crazy stuff hopefully invest a little more here but also invest in the infrastructure transformation they have going on 5% is seventy five fifty five percent the buckets what a hundred billion is that fair enough in commercial space if we throw phones printers everything in there's about two hundred billion dollars in companies spent on hardware four hundred billion on other stuff if you look at pcs that ratio it's a bunch of the two hundred billion and it's in a billion you can attack with just better services and automation and things like that's and that's what we're doing like with VMware and with our services team with going like how can i integrate take VMware software integrate with our Factory and go when your new system shows up it has your apps and your image on it you plug in you're literally logged in doing final last mile customization so think new employee rather than having to download a bunch of stuff or an IT person comes and sets up your system you get that system with what you need your profile which we figured out we've been figured out hey here's the kind of users aren't you are you're a really mobile person we're going to want to get you this system you're plugged in with that new system going in minutes and it eliminates that sneakernet of a bunch of people doing it and turns it into intelligence and sauce so that's tens of billions in Tam expansion yeah absolutely yes I think it's we look at is hey it's it's a good opportunity for us to expand and then it saves customers it saves them time and money it makes it easier you're innovating on two fronts making a great device more horsepower to get that step-up function on new kinds of productivity that warrant the price increase for the user and then all that integration back-end yes to innovation tracks big time yeah and then we have to keep pushing on the physical hardware and that's where I go if you went back in time ten years ago you know it's like the systems were big and thick we never imagined they would be this slim this powerful I look at the future and go when you think about AR VR you think about more natural interaction with systems with voice and with breaking pen really a first user class with the keyboard I think there's a lot of opportunity going forward we want to do stuff that will cause people to want to buy new systems so it's a good challenge to have well we'll do a deal for you with the cube special sponsorship consideration for the curve monitors and all the crates thanks for coming on and we got ray tracing into the cube conversation here Sam thanks for come on share and congratulations new success PCs getting stronger faster new productivity gains with ray tracing all this other stuff happening this is what cloud and data does it's the cue bringing you all the content here's the content cannon two sets be right back with more coverage here at Dell technology world after the short break [Music]
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Graham Stringer & Kevin Johnston, DXC Technology | Dell Technologies World 2019
>> Live from Las Vegas, it's theCUBE, covering Dell Technologies World 2019. Brought to you by Dell Technologies and it's ecosystem partners. >> Welcome to Vegas! Lisa Martin with John Furrier. You're watching us on theCUBE live. The end of Day One of our three days of coverage of Dell Technologies World. Can you hear the music? The party's already getting started. We have more content to bring you. Please welcome a couple of guests from DXE Technology, Kevin Johnston, Chief Sales and Revenue Officer, Cloud and Platform Service. Kevin, it's great to have you. >> Thank you very much. Glad to be here. >> Our pleasure. We've got Graham Stringer, Managing Director of Workplace and Mobility for DXE Americas. >> Thank you. Good to be here as well. >> Yeah, you waited just in time for the concert, guys! >> We did. >> Just in time. Here we go. >> All right, so, Kevin, let's go ahead and start with you. Give our audience and understanding of DXE. What you guys do, who you are, all that good stuff. >> Yeah, okay. That's great. So DXE was formed two years ago as a result of the merger of legacy HP Enterprise Services Business and CSC. DXE was formed really for the purpose of helping our large enterprise clients accelerate their digital transformation. So we're about a $22 billion IT services company, really aligned with our partners helping our clients transform digitally. >> And you guys were on the cloud early, too. There's a lot of devops going on. >> Yep. >> You guys had your hands in all the clouds. >> We have. >> What's your take on, here at Dell Technologies World, Microsoft's partnering with VMware? >> Yeah, so we would share a lot of beliefs with Dell Technology and VMware in particular, in that multi-cloud is a real thing. And we see multi-cloud, especially for the large enterprise clients, really being an answer for quite some number of years to come. We also believe that a large percentage of application portfolios will migrate to cloud. Whether it's private clouds or public clouds, and that there's a lot of work to be done to transform those applications to really take advantage of cloud native features. >> So last year's theme of Dell Technologies World was Make It Real, 'It' being digital transformation, security transformation, IT transformation, and workforce workplace automation. Graham, I'd love to get your perspectives on workplace mobility and some of the things that were announced this morning with Unified Workspace, Workspace ONE, and recognizing, hey, for our customers to transform digitally successfully, we've got to make sure that their are people are successful, and their people are highly distributed. What are some of the things that you heard this morning that are exciting, aligning with some of the trends that you're seeing in the workplace? >> Well the big trend that we're seeing is the role that HR is now playing in digital transformation of the workplace. If you go back two, three, four years, it was very IT centric. Conversations were predominantly with the CIO. We're now seeing 30, 40% of organizations or more engaging at the HR level. We did a recent project with one of the big retailers in the industry and right out of the bat, this chief HR officer was engaged right from the get-go. They want to know that their employees are going to experience work very differently. So that's one of the big trends we're seeing emerging. >> When did this shift happen? When was this going on? Past year, two years? Because this is a shift. >> I would say the shift has definitely happened the last couple of years. Millennials are having a huge impact. You're getting quite the cross-pollination of a lot of different generations. Millennials are now having an enormous impact. If you look at outlets like Glassdoor, millennials want to know when they go to an organization can I bring my own device? Am I going to have a great workplace experience? And you can't stick with a very traditional, legacy way of delivering IT where everything was shift left and you got to a point where everybody hated each other. >> That's a problem for productivity. >> Yes, a very big problem for productivity, absolutely. >> Talk about some of the challenges that customers have overcome with digital transformation, as it starts to become less of a buzz word and actually more of a reality and strategic imperative that has some visibility at the unit economics and value. >> Yeah, I think every large enterprise client we talk to has a digital transformation agenda of some sort and at some varying place along the path to trying to adopt a new business model or adapt to a different business process, so the challenges that we see with these clients in general is how do we scale? So I have legacy IT that won't disappear overnight and I have all the possibilities of digitally enabling or bringing new digital technologies that enable these processes or models. So this is a challenge: how to enable digital at scale where traditional and digital have to live together for some period of time. >> And it's not just a tech challenge, it's culture, too. How far has tech come because you've mentioned containers with legacy? That has been a great message to IT is I can put a container around it and hold onto it for a little while longer, I don't have to kill it, and make the changes to cloud-native. >> For the tech guys, there's been a lot of fun things and containers probably is the bridge for legacy apps into cloud for sure. For the rest of the folks, for the normal people, the way work gets done and the way to rethink how to do work in the mix of IT or technology into business is just different. >> Graham's point is beautiful because the expectation of the employee or the worker whether they're in the firm or outside the firm, outside in or inside out, however they look at it, is the new experience they want. So the expectations are changing. What's the biggest thing, we saw some stats on stage about remote working, three places, two places, I mean, hell, I'm always on the road. What is some of the expectations that you're seeing? Obviously millennials and some of the older folks. >> They want to see IT delivered in the way they want to receive it. That's one of the biggest trends we're seeing. So for Millennials, my son's kind of in that age category, right, they love to text. To pick up a phone for a younger generation is a little bit foreign. You go and deal with baby boomers, they want to be dealt with in a much different manner. So you've got that whole change, and then you've got the whole notion now of work is changing; where do I work, the ability to basically work 24/7, wherever I want, however I want, using whatever device that I want. And that of course is now creating a whole new set of challenges for IT, particularly around security. >> But employee experience is absolutely fundamental to a business' success; their ability to delight costumers, their ability to deliver outcome, so it's really pretty core. Talk to us about those conversations that you're having with customers. Are they understanding how significant that employee experience is to bottom line business outcomes differentiation? >> Very much so. We're working right now with a large manufacturing firm and they're doing not just an inside out, but outside in, so they're actually coming to watch. It's part of a workplace strategy to look at it from the outside as well. In other words, how can our client take innovation to their suppliers, their customers, to demonstrate that they understand it? So that's extremely exciting when we see that they're not just focused on their own employees and the experience germane to them. >> One thing I might add is that maybe less so from a user experience per say, but the individuals as an employee. So the shift to digital and the skill shift that's required to go with that is really probably the most monumental change that all of us technology companies and the business part of our large enterprise clients is dealing with. Whether it's a skills gap or whether it's a culture gap, this idea of just simply waterfall to agile and the way to think about that or silo versus end-to-end as just simple ways to think differently about how to go faster. So the experience, how you recruit, whose going to make it, who can be trained, and then where you need to be able to source the new talent from as well. >> I totally agree with you. We do hundreds of shows a year, this is our tenth year doing theCUBE, that is the number one things that we hear over and over again from practitioners and customers and from people working. It's not the check, you can always get a check solution, it's the cultural and the skills gap. Both are huge problems. >> And this is part of the digital at scale point. So we'll hire something in the neighborhood of six to eight thousand digital skills people. We're just about to close on active position of Luxoft, an agile devops digital company. We'll bring another 13,000 in. But if you think about the normal large enterprise and what you need to do to be able to have the university networks and to be able to really source that scale in order to effect the transformations that business need to make to stay competitive. >> And the other point, the engagements have changed too. I'm sure you guys have seen your end but every IT or CIO we talk to says, "I outsourced everything decades ago and now I've got a couple guys running the show. Now I need to have a hundred x more people coding and building core competency." That's still going to need to engage people in the channel or our service providers but they need to build core talent in house. It's swinging back and they don't know what to do. (laughter) Is that why they call you guys? Is that how you guys get involved? >> We'll help train. We'll help clients think through what does an IT or business organization need to look like profile wise, skill wise, operating model wise, and in many cases it's I have my digital model but I still have my traditional model that needs to coexist with it and then here's where the opportunities are for people to develop career paths and progress. >> Kevin, talk about the sweet spot of your engagements that you're doing right now. Where's the heart of your business? Is it someone whose really hurting, needs an aspirin, they've got a headache, is it a problem? Is it an opportunity? Is it a growth issue? Where do you see the spectrum of your engagements? >> We kind of find clients in one of three spots normally. "Hey, I know I need to do something but I'm not sure what it is, can you help me figure out to get started?" So more design thinking, problem solving. We have other clients at the other end of the spectrum who are, "Hey, I've got this figured out. I need a partner to help me execute it's scale. And I know the model that I want to do, I know the business reason for doing it." And then we have a lot of folks that are in the middle, which is, "I've started, I've got a few hundred AWS accounts. I got private clouds sitting idle. Someone help me." Or, "I've got security issues, compliance issues." >> So they're in the middle of the journey and they just need a little reboot or a kickstart. >> They need help scaling. >> They ran out of gas. (laughter) >> And how are you working with Dell Technologies and their companies, Dell EMC, if they were to do that? >> The partnership with Dell Technologies, VMware, are really center to how we go to market. DXE is one of the top few partners largest in the ecosystem. The breadth of our portfolios are extremely complementary, whether it's things like device as a service or multi- and hybrid cloud, or pivotal and devops. So the breadth of the portfolios max up really well which makes it the impact potential for our clients even more important. Dell Technology broadly is really one of the few partners that we're shoulder-to-shoulder going with to the market as well. >> Awesome. Great stuff. What's the biggest learnings you guys can share with the audience that you gathered over your multiple engagements holistically across your client base? That's learnings, that could be a best practice, or just either some scar tissue or revelations or epiphanies. Share some experience here. >> I think one of the big learnings we're seeing is the shift now to very much business outcome driven decision making. If you go back to your point about the big ITO outsourcing days, that was all about just strictly driving cost out, and that's why you got to that point where everybody was left hating each other. Now it's about business outcomes. You've got the impact of Millennials, you've got organizations wanting to create a new and better experience for the employees and they're coming to us to say, "How do we accomplish that?" We've got an organization we're working with right now, they're trying to elevate themselves to be one of the top 50 best places to work for in the US. How do they arrive at that? For them, that's their barometer and so it's not about driving costs out, it's really achieving that overall experience and enhance a business outcome. >> So they're betting on productivity gains from morale and happy workers. >> Right. And also they're recognizing the downstream impact on their customers, productivity, the level of employee engagement, right? I mean those are the things that the organization knows that if they hit on those, I mean the sky's the limit. >> Right. Anything on your end? Learnings? >> Yeah, I would say the "don't understand the talent" challenge. The ability to pivot from here's the way we all know and are familiar with doing things to the new way. There will be a big talent challenge. The other thing is the operating model from an IT standpoint. Traditional IT operating model operates at a particular speed, cloud operates at a different speed. And the tools, the talents, the skills that go with that are just completely different. And then I think the last thing is just it seems maybe surprising, but compliance at scale and at speed. So security and regulatory compliance, we see that falling over all the time. >> Great practice you guys. I've been following you guys for many years, you've got a great organization, lots of smart people there we've interviewed many times. My final question is a tech question: what technologies do you guys like that you think is ready for prime time or almost ready for prime time worth having customer keep focusing on and which one's a little more over hyped and out of reach at the moment? >> I'll take a stab at that. If you look at today's Wall Street Journal, Deloitte talks to I believe the figure they quoted was roughly 25% of organizations are doing AI in some form already, PoC or at least are committing to it in terms of strategy. We're seeing that inside DXE as well. AI is now being incorporated into our workplace offerings. The potential for that is enormous, it's real. The technology in the last couple of years, particularly with cloud computing, has really enabled it. When you look at platforms like Watson, these are capabilities that just weren't there 10, 12, 15 years ago, and now the impact that it can have on the workplace, help lines, chats, chatbots, and so forth, is enormous and it's real. Five, 10 years ago it definitely was not in it's maturity. >> Okay, over hyped. >> What's over hyped? I don't know, what comes to mind for you? >> Or maybe I'll rephrase it differently: not yet ready for prime time, but looks good on the fairway but not yet known. . . >> I think for me through workplace, IoT has still got a ways to go. AI and analytics is definitely there. IoT I would say is a little bit behind. I'm sure that Kevin has cloud and platform thoughts. >> Yeah, I would say from an over hyped standpoint, we've seen a lot of companies, large enterprises, legacy application portfolios think they're going to refactor all their applications and cloud native everything. So it feels that people are now kind of getting past that point, but we still see that idea a lot. I think the opportunity that is really in front of us, and you kind of called out, containers. Legacy applications into cloud feel like a remaining frontier for the large enterprise. We think containers and the idea of autonomous, continue optimization, financial performance, is a way to make apps run in cloud financially and performance wise in a way that we don't see a lot of companies fully solving for that yet. >> Awesome. >> A lot of work to do, a lot of opportunity. Kevin, Graham, thank you so much for sharing some of your time and thoughts and insights with John and me on theCUBE this afternoon. >> Very good. >> Thank you. >> We appreciate it. For John Furrier, I'm Lisa Martin, and you've been watching theCUBE live from Vegas. Day One of our coverage of Dell Technologies World is now in the books. Thanks for watching. (upbeat techno music)
SUMMARY :
Brought to you by Dell Technologies We have more content to bring you. Glad to be here. of Workplace and Mobility Good to be here as well. Here we go. What you guys do, who you ago as a result of the merger the cloud early, too. hands in all the clouds. the large enterprise clients, What are some of the things of the workplace. Because this is a shift. the last couple of years. for productivity, absolutely. Talk about some of the challenges and I have all the possibilities and make the changes to cloud-native. and the way to rethink What is some of the the ability to basically that employee experience is to bottom line and the experience germane to them. So the shift to digital that is the number one things that we hear in the neighborhood And the other point, the the opportunities are Where's the heart of your business? And I know the model that I want to do, and they just need a little They ran out of gas. So the breadth of the What's the biggest learnings is the shift now to very much So they're betting that the organization knows Anything on your end? And the tools, the talents, the skills and out of reach at the moment? and now the impact that it but looks good on the fairway AI and analytics is definitely there. for the large enterprise. and insights with John and me on theCUBE is now in the books.
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Sce Pike, IOTAS | 7th Annual CloudNOW Awards
>> Woman: From the heart of Silicon Valley, it's theCUBE; covering CloudNOW's Seventh Annual Top Women Entrepreneurs in Cloud Innovation Awards. (dramatic music) >> Hi, Lisa Martin with theCUBE on the ground at Facebook Headquarters. We're here for the Seventh Annual CloudNOW Top Women Entrepreneurs in Cloud Innovation event. Welcoming, one of the award-winners tonight, to the program, we've got Sce Pike, the founder and CEO of IOTAS. Sce, it's so great to have you here, and congratulations on your award. >> Thank you so much, Lisa. >> So IOTAS's cool software. >> Mm hmm. >> Tell us about that. This is for the Smart Apartments. These days we're so used to being able to talk to any device and have it control things. Smart cities are our big thing, smart everything. Tell us about IOTAS. What do you guys do when the impetus for the technology. >> Sure, I really believe that the future of smart home is actually something that is not just four walls and a roof, but actually something that is aware of you. So, aware of you and knows your preferences and settings, and actually knows everything about you and wants to actually be an ally to you, and actually can differentiate between you, and your family and friends, and potentially an intruder. And so, the only way you're going to get there is to actually work with early adopters of technology. This is when we start identifying the real estate industry with multi-family where all the early adopters were living, right, because only 30 percent of Millennials own homes. And so, we thought about this and said, "Okay, well, how are we going to actually get to those millennials?" And then a real estate developer actually approached us, saying, "Hey, I want technology differentiation for my building that I'm creating, 200 units in Portland Oregon," which is where I'm from, and said, "I want to have something different." And that's when I was like, "Oh, this is the opportunity to actually work with the real estate industry to put it into the fabric of the buildings." And that's when I got really excited when we can actually make a true smart home that has all the lights, all the outlets, all the locks, voice as you mentioned, and everything that is an experience versus just on, off. >> That's so interesting. I looked at your Web site and saw the journal and how it's talking about something that you mentioned, this awareness and learning the individuals and being able to have the intelligence to distinguish. >> Is it called stories on the website? >> Those are stories, those are the automations, so that you can have a good night story, good morning, welcome home; so everything just works for people who are moving into our apartments. They download the app within 30 seconds. They can see everything that they can control, but they can see also, all the pre-programmed automation as well. But the other notion of what we are creating is something called a living profile. And this is really relevant from a CloudNOW perspective, is that the living profile travels with you from place to place to place. So we are not only doing smart apartments but we're also working in student housing, military housing, senior living, and starting to go into single family home as well. So for us, the notion is that these smart homes, all your settings preferences, your routines, your habits, travel with you from place to place to place, eventually to hotels, to cars, working spaces, hotels, short term vacation rentals and such. >> Wow! That's phenomenal. So this is an interesting kind of collaboration between the real estate industry and some technologists. >> Exactly. Exactly. >> I love that you were approached by a real estate developer who said, "I want to have a differentiation for my business." >> Exactly. Was that sort of a surprise to you thinking, you understand tech, you have a really cool background in anthropology as well as electronic arts, but there must have been sort of an interesting opportunity going, "Well, there's a huge opportunity in the market here >> Yeah. >> that we can help tech really kick the doors wide open on real estate. >> Yes. Exactly. My previous company, Citizen, which I sold to Ernst and Young, is known for connected technology. So we were developing connected technologies in cars, in healthcare and fintech, and we were looking at smart homes for single family home. And so, for us, when that real estate developer approached us, looked at the market, saw that the market is huge. It's $500 billion to a trillion dollars, just for multi-family home alone, it's an absolutely a large market, and then realized that this was truly an opportunity to scale smart home and IoT devices in a meaningful way because you're not just selling one device, one home, not even one building, but you're selling entire portfolios of companies like Prudential or JP Morgan. All the funds that you hear about, they're all real estate funds, right? And they're changing hands 40% of the ... A 40% of the fund is changing hands every year. That means they are buying and selling, and as they're buying and selling, they're adding technology into these buildings. >> Wow! That's so interesting. So, I want to kind of pivot a little bit into your background. I mentioned anthropology degree and electronic arts. And you have, I was asking you before we went live, I love stories like that where there's a ... I hear it wasn't a STEM kit, but you have some really cool influences that your anthropology background has delivered to, not just your career but also the technology that you guys are delivering. Tell us a little bit about that. Sure. So, anthropology is a study in human behavior, right? There's physical anthropology and cultural anthropology. Physical anthropology is now considered almost like evolutionary psychology. And so that actually allowed me because I've always been curious about human; human nature, why people do things, and that actually led my career into this interesting path of user experience design. And electronic arts actually taught me how to code as well as design on the computer. And when I graduated from college in the late '90s and moved to Silicon Valley, everybody's like, "I need somebody who could code and design all these Internet sites." So I ended up actually designing the first GM e-commerce site, the first HP's e-commerce sites, and that actually was not a direct path. I never thought I'd be making websites or working in an Internet, but it was an interesting path to get there. So you're right, it doesn't have to be this straight and like you got to be in computer science. There's so many different avenues to think about how technology needs a different point of view, right, from an art background or an anthropology background, and I think that's where there's an opportunity to bring in women or girls in a different way that still goes into STEM. So steam is a huge portion of what I support. >> Yes. And you talked about, it's just different points of view, it's thought diversity, even. >> Yes. >> Tell us a little bit about the culture that you're building at IOTAS and where, maybe even some of the softer skills >> Sure. >> are key to enabling you guys to do market expansion and accomplish some pretty big goals? >> Yeah. I mean, culturally, I love my team. I think one of the things that we always strive for, though, is the ability to always give back to the community as well. So we have like, events, as well as like, once a month, everyone has like, a give-back Wednesday, right? So they can go and volunteer and do other things that is outside of just their work life, right? And so that's just one of the things that we do and that allows them to just step away from their daily activity of being driven by just the startup mentality or the startup life and just go build something, and we do this a lot, Habitats for Humanities, right? We go build homes, real homes, and we always think we should offer these homes as smart home technology. But those are the things that I think really impact who we are. The other thought I had was I travel a lot. And I had this moment where I was getting on a plane. I was looking at the pilot, I was going, "Oh gosh! So much of my life is dependent on white men, and, unfortunately, like, my investors, my board members, all my executive staff, my husband, and I was thinking, "I need to change something. I'll keep the husband." (Lisa laughs) But we (chuckles) recently added a female board member who has a cybersecurity background. I'm recruiting for a female CFO and COO as well, and I'm trying to change up my executive staff, change up my investors, change up my board 'cause this is not something that you think about, coming from my generation which is a little bit older. You just need to do what you need to do to get it done, you don't think about yourself as a female entrepreneur. I thought of myself as an entrepreneur. I think of myself as a CEO. I don't have this like, "I'm a female entrepreneur." And so you sometimes forget to support other diversity in this environment, and that's kind of this moment of realization as I was getting on the plane, "I got to change something." Right? And so, our staff is more than 40% female. I'm trying to change that a little bit more. That's one of the key things that I think is a strength of having just representation. >> And maybe one of these days, you said your point: It won't matter, you will just be able to be a CEO, an entrepreneur. >> exactly. >> One more thing, since you're recruiting, where can people to go to find out more information about the opportunities? >> Sure, they can come to our site, reach out or contact at iotashome.com. That would be the best way to reach us. >> Excellent. Well, Sce, congratulations on the award. >> Thank you. >> And for what you're doing to help revolutionize the real estate tech industry. It's such interesting technology to make it aware and personal. Thanks for your time. >> Cool. >> Thank you so much, Lisa. We want to thank you for watching theCUBE. I'm Lisa Martin, at Facebook Headquarters. Thanks for watching. (dramatic music)
SUMMARY :
Woman: From the heart of Silicon Valley, it's theCUBE; Sce, it's so great to have you here, This is for the Smart Apartments. all the locks, voice as you mentioned, and everything and how it's talking about something that you mentioned, is that the living profile travels with you between the real estate industry Exactly. I love that you were approached by a real estate developer Was that sort of a surprise to you thinking, that we can help tech really kick the doors wide open All the funds that you hear about, that you guys are delivering. And you talked about, it's just different points of view, and that allows them to just step away And maybe one of these days, you said your point: Sure, they can come to our site, And for what you're doing We want to thank you for watching theCUBE.
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Lenovo Transform 2.0 Keynote | Lenovo Transform 2018
(electronic dance music) (Intel Jingle) (ethereal electronic dance music) ♪ Okay ♪ (upbeat techno dance music) ♪ Oh oh oh oh ♪ ♪ Oh oh oh oh ♪ ♪ Oh oh oh oh oh ♪ ♪ Oh oh oh oh ♪ ♪ Oh oh oh oh oh ♪ ♪ Take it back take it back ♪ ♪ Take it back ♪ ♪ Take it back take it back ♪ ♪ Take it back ♪ ♪ Take it back take it back ♪ ♪ Yeah everybody get loose yeah ♪ ♪ Yeah ♪ ♪ Ye-yeah yeah ♪ ♪ Yeah yeah ♪ ♪ Everybody everybody yeah ♪ ♪ Whoo whoo ♪ ♪ Whoo whoo ♪ ♪ Whoo yeah ♪ ♪ Everybody get loose whoo ♪ ♪ Whoo ♪ ♪ Whoo ♪ ♪ Whoo ♪ >> As a courtesy to the presenters and those around you, please silence all mobile devices, thank you. (electronic dance music) ♪ Everybody get loose ♪ ♪ Whoo ♪ ♪ Whoo ♪ ♪ Whoo ♪ ♪ Whoo ♪ ♪ Whoo ♪ ♪ Whoo ♪ ♪ Whoo ♪ ♪ Whoo ♪ (upbeat salsa music) ♪ Ha ha ha ♪ ♪ Ah ♪ ♪ Ha ha ha ♪ ♪ So happy ♪ ♪ Whoo whoo ♪ (female singer scatting) >> Ladies and gentlemen, please take your seats. Our program will begin momentarily. ♪ Hey ♪ (female singer scatting) (male singer scatting) ♪ Hey ♪ ♪ Whoo ♪ (female singer scatting) (electronic dance music) ♪ All hands are in don't go ♪ ♪ Red all hands are in don't go ♪ ♪ Red red red red ♪ ♪ All hands are in don't go ♪ ♪ Red all hands are in don't go ♪ ♪ Red red red red ♪ ♪ All hands are in don't go ♪ ♪ Red all hands are in don't go ♪ ♪ All hands are in don't go ♪ ♪ Red all hands are in don't go ♪ ♪ Red red red red ♪ ♪ Red don't go ♪ ♪ All hands are in don't go ♪ ♪ In don't go ♪ ♪ Oh red go ♪ ♪ All hands are in don't go ♪ ♪ Red all hands are in don't go ♪ ♪ All hands are in don't go ♪ ♪ Red all hands are in don't go ♪ ♪ Red red red red ♪ ♪ All hands are red don't go ♪ ♪ All hands are in red red red red ♪ ♪ All hands are in don't go ♪ ♪ All hands are in red go ♪ >> Ladies and gentlemen, there are available seats. Towards house left, house left there are available seats. If you are please standing, we ask that you please take an available seat. We will begin momentarily, thank you. ♪ Let go ♪ ♪ All hands are in don't go ♪ ♪ Red all hands are in don't go ♪ ♪ All hands are in don't go ♪ ♪ Red all hands are in don't go ♪ (upbeat electronic dance music) ♪ Just make me ♪ ♪ Just make me ♪ ♪ Just make me ♪ ♪ Just make me ♪ ♪ Just make me ♪ ♪ I live ♪ ♪ Just make me ♪ ♪ Just make me ♪ ♪ Hey ♪ ♪ Yeah ♪ ♪ Oh ♪ ♪ Ah ♪ ♪ Ah ah ah ah ah ah ♪ ♪ Just make me ♪ ♪ Just make me ♪ (bouncy techno music) >> Ladies and gentlemen, once again we ask that you please take the available seats to your left, house left, there are many available seats. If you are standing, please make your way there. The program will begin momentarily, thank you. Good morning! This is Lenovo Transform 2.0! (keyboard clicks) >> Progress. Why do we always talk about it in the future? When will it finally get here? We don't progress when it's ready for us. We need it when we're ready, and we're ready now. Our hospitals and their patients need it now, our businesses and their customers need it now, our cities and their citizens need it now. To deliver intelligent transformation, we need to build it into the products and solutions we make every day. At Lenovo, we're designing the systems to fight disease, power businesses, and help you reach more customers, end-to-end security solutions to protect your data and your companies reputation. We're making IT departments more agile and cost efficient. We're revolutionizing how kids learn with VR. We're designing smart devices and software that transform the way you collaborate, because technology shouldn't just power industries, it should power people. While everybody else is talking about tomorrow, we'll keep building today, because the progress we need can't wait for the future. >> Please welcome to the stage Lenovo's Rod Lappen! (electronic dance music) (audience applauding) >> Alright. Good morning everyone! >> Good morning. >> Ooh, that was pretty good actually, I'll give it one more shot. Good morning everyone! >> Good morning! >> Oh, that's much better! Hope everyone's had a great morning. Welcome very much to the second Lenovo Transform event here in New York. I think when I got up just now on the steps I realized there's probably one thing in common all of us have in this room including myself which is, absolutely no one has a clue what I'm going to say today. So, I'm hoping very much that we get through this thing very quickly and crisply. I love this town, love New York, and you're going to hear us talk a little bit about New York as we get through here, but just before we get started I'm going to ask anyone who's standing up the back, there are plenty of seats down here, and down here on the right hand side, I think he called it house left is the professional way of calling it, but these steps to my right, your left, get up here, let's get you all seated down so that you can actually sit down during the keynote session for us. Last year we had our very first Lenovo Transform. We had about 400 people. It was here in New York, fantastic event, today, over 1,000 people. We have over 62 different technology demonstrations and about 15 breakout sessions, which I'll talk you through a little bit later on as well, so it's a much bigger event. Next year we're definitely going to be shooting for over 2,000 people as Lenovo really transforms and starts to address a lot of the technology that our commercial customers are really looking for. We were however hampered last year by a storm, I don't know if those of you who were with us last year will remember, we had a storm on the evening before Transform last year in New York, and obviously the day that it actually occurred, and we had lots of logistics. Our media people from AMIA were coming in. They took the, the plane was circling around New York for a long time, and Kamran Amini, our General Manager of our Data Center Infrastructure Group, probably one of our largest groups in the Lenovo DCG business, took 17 hours to get from Raleigh, North Carolina to New York, 17 hours, I think it takes seven or eight hours to drive. Took him 17 hours by plane to get here. And then of course this year, we have Florence. And so, obviously the hurricane Florence down there in the Carolinas right now, we tried to help, but still Kamran has made it today. Unfortunately, very tragically, we were hoping he wouldn't, but he's here today to do a big presentation a little bit later on as well. However, I do want to say, obviously, Florence is a very serious tragedy and we have to take it very serious. We got, our headquarters is in Raleigh, North Carolina. While it looks like the hurricane is just missing it's heading a little bit southeast, all of our thoughts and prayers and well wishes are obviously with everyone in the Carolinas on behalf of Lenovo, everyone at our headquarters, everyone throughout the Carolinas, we want to make sure everyone stays safe and out of harm's way. We have a great mixture today in the crowd of all customers, partners, industry analysts, media, as well as our financial analysts from all around the world. There's over 30 countries represented here and people who are here to listen to both YY, Kirk, and Christian Teismann speak today. And so, it's going to be a really really exciting day, and I really appreciate everyone coming in from all around the world. So, a big round of applause for everyone whose come in. (audience applauding) We have a great agenda for you today, and it starts obviously a very consistent format which worked very successful for us last year, and that's obviously our keynote. You'll hear from YY, our CEO, talk a little bit about the vision he has in the industry and how he sees Lenovo's turned the corner and really driving some great strategy to address our customer's needs. Kirk Skaugen, our Executive Vice President of DCG, will be up talking about how we've transformed the DCG business and once again are hitting record growth ratios for our DCG business. And then you'll hear from Christian Teismann, our SVP and General Manager for our commercial business, get up and talk about everything that's going on in our IDG business. There's really exciting stuff going on there and obviously ThinkPad being the cornerstone of that I'm sure he's going to talk to us about a couple surprises in that space as well. Then we've got some great breakout sessions, I mentioned before, 15 breakout sessions, so while this keynote section goes until about 11:30, once we get through that, please go over and explore, and have a look at all of the breakout sessions. We have all of our subject matter experts from both our PC, NBG, and our DCG businesses out to showcase what we're doing as an organization to better address your needs. And then obviously we have the technology pieces that I've also spoken about, 62 different technology displays there arranged from everything IoT, 5G, NFV, everything that's really cool and hot in the industry right now is going to be on display up there, and I really encourage all of you to get up there. So, I'm going to have a quick video to show you from some of the setup yesterday on a couple of the 62 technology displays we've got on up on stage. Okay let's go, so we've got a demonstrations to show you today, one of the greats one here is the one we've done with NC State, a high-performance computing artificial intelligence demonstration of fresh produce. It's about modeling the population growth of the planet, and how we're going to supply water and food as we go forward. Whoo. Oh, that is not an apple. Okay. (woman laughs) Second one over here is really, hey Jonas, how are you? Is really around virtual reality, and how we look at one of the most amazing sites we've got, as an install on our high-performance computing practice here globally. And you can see, obviously, that this is the Barcelona supercomputer, and, where else in New York can you get access to being able to see something like that so easily? Only here at Lenovo Transform. Whoo, okay. (audience applauding) So there's two examples of some of the technology. We're really encouraging everyone in the room after the keynote to flow into that space and really get engaged, and interact with a lot of the technology we've got up there. It seems I need to also do something about my fashion, I've just realized I've worn a vest two days in a row, so I've got to work on that as well. Alright so listen, the last thing on the agenda, we've gone through the breakout sessions and the demo, tonight at four o'clock, there's about 400 of you registered to be on the cruise boat with us, the doors will open behind me. the boat is literally at the pier right behind us. You need to make sure you're on the boat for 4:00 p.m. this evening. Outside of that, I want everyone to have a great time today, really enjoy the experience, make it as experiential as you possibly can, get out there and really get in and touch the technology. There's some really cool AI displays up there for us all to get involved in as well. So ladies and gentlemen, without further adieu, it gives me great pleasure to introduce to you a lover of tennis, as some of you would've heard last year at Lenovo Transform, as well as a lover of technology, Lenovo, and of course, New York City. I am obviously very pleasured to introduce to you Yang Yuanqing, our CEO, as we like to call him, YY. (audience applauding) (upbeat funky music) >> Good morning, everyone. >> Good morning. >> Thank you Rod for that introduction. Welcome to New York City. So, this is the second year in a row we host our Transform event here, because New York is indeed one of the most transformative cities in the world. Last year on this stage, I spoke about the Fourth Industrial Revolution, and our vision around the intelligent transformation, how it would fundamentally change the nature of business and the customer relationships. And why preparing for this transformation is the key for the future of our company. And in the last year I can assure you, we were being very busy doing just that, from searching and bringing global talents around the world to the way we think about every product and every investment we make. I was here in New York just a month ago to announce our fiscal year Q1 earnings, which was a good day for us. I think now the world believes it when we say Lenovo has truly turned the corner to a new phase of growth and a new phase of acceleration in executing the transformation strategy. That's clear to me is that the last few years of a purposeful disruption at Lenovo have led us to a point where we can now claim leadership of the coming intelligent transformation. People often asked me, what is the intelligent transformation? I was saying this way. This is the unlimited potential of the Fourth Industrial Revolution driven by artificial intelligence being realized, ordering a pizza through our speaker, and locking the door with a look, letting your car drive itself back to your home. This indeed reflect the power of AI, but it just the surface of it. The true impact of AI will not only make our homes smarter and offices more efficient, but we are also completely transformed every value chip in every industry. However, to realize these amazing possibilities, we will need a structure built around the key components, and one that touches every part of all our lives. First of all, explosions in new technology always lead to new structures. This has happened many times before. In the early 20th century, thousands of companies provided a telephone service. City streets across the US looked like this, and now bundles of a microscopic fiber running from city to city bring the world closer together. Here's what a driving was like in the US, up until 1950s. Good luck finding your way. (audience laughs) And today, millions of vehicles are organized and routed daily, making the world more efficient. Structure is vital, from fiber cables and the interstate highways, to our cells bounded together to create humans. Thankfully the structure for intelligent transformation has emerged, and it is just as revolutionary. What does this new structure look like? We believe there are three key building blocks, data, computing power, and algorithms. Ever wondered what is it behind intelligent transformation? What is fueling this miracle of human possibility? Data. As the Internet becomes ubiquitous, not only PCs, mobile phones, have come online and been generating data. Today it is the cameras in this room, the climate controls in our offices, or the smart displays in our kitchens at home. The number of smart devices worldwide will reach over 20 billion in 2020, more than double the number in 2017. These devices and the sensors are connected and generating massive amount of data. By 2020, the amount of data generated will be 57 times more than all the grains of sand on Earth. This data will not only make devices smarter, but will also fuel the intelligence of our homes, offices, and entire industries. Then we need engines to turn the fuel into power, and the engine is actually the computing power. Last but not least the advanced algorithms combined with Big Data technology and industry know how will form vertical industrial intelligence and produce valuable insights for every value chain in every industry. When these three building blocks all come together, it will change the world. At Lenovo, we have each of these elements of intelligent transformations in a single place. We have built our business around the new structure of intelligent transformation, especially with mobile and the data center now firmly part of our business. I'm often asked why did you acquire these businesses? Why has a Lenovo gone into so many fields? People ask the same questions of the companies that become the leaders of the information technology revolution, or the third industrial transformation. They were the companies that saw the future and what the future required, and I believe Lenovo is the company today. From largest portfolio of devices in the world, leadership in the data center field, to the algorithm-powered intelligent vertical solutions, and not to mention the strong partnership Lenovo has built over decades. We are the only company that can unify all these essential assets and deliver end to end solutions. Let's look at each part. We now understand the important importance data plays as fuel in intelligent transformation. Hundreds of billions of devices and smart IoTs in the world are generating better and powering the intelligence. Who makes these devices in large volume and variety? Who puts these devices into people's home, offices, manufacturing lines, and in their hands? Lenovo definitely has the front row seats here. We are number one in PCs and tablets. We also produces smart phones, smart speakers, smart displays. AR/VR headsets, as well as commercial IoTs. All of these smart devices, or smart IoTs are linked to each other and to the cloud. In fact, we have more than 20 manufacturing facilities in China, US, Brazil, Japan, India, Mexico, Germany, and more, producing various devices around the clock. We actually make four devices every second, and 37 motherboards every minute. So, this factory located in my hometown, Hu-fi, China, is actually the largest laptop factory in the world, with more than three million square feet. So, this is as big as 42 soccer fields. Our scale and the larger portfolio of devices gives us access to massive amount of data, which very few companies can say. So, why is the ability to scale so critical? Let's look again at our example from before. The early days of telephone, dozens of service providers but only a few companies could survive consolidation and become the leader. The same was true for the third Industrial Revolution. Only a few companies could scale, only a few could survive to lead. Now the building blocks of the next revolution are locking into place. The (mumbles) will go to those who can operate at the scale. So, who could foresee the total integration of cloud, network, and the device, need to deliver intelligent transformation. Lenovo is that company. We are ready to scale. Next, our computing power. Computing power is provided in two ways. On one hand, the modern supercomputers are providing the brute force to quickly analyze the massive data like never before. On the other hand the cloud computing data centers with the server storage networking capabilities, and any computing IoT's, gateways, and miniservers are making computing available everywhere. Did you know, Lenovo is number one provider of super computers worldwide? 170 of the top 500 supercomputers, run on Lenovo. We hold 89 World Records in key workloads. We are number one in x86 server reliability for five years running, according to ITIC. a respected provider of industry research. We are also the fastest growing provider of hyperscale public cloud, hyper-converged and aggressively growing in edge computing. cur-ges target, we are expand on this point soon. And finally to run these individual nodes into our symphony, we must transform the data and utilize the computing power with advanced algorithms. Manufactured, industry maintenance, healthcare, education, retail, and more, so many industries are on the edge of intelligent transformation to improve efficiency and provide the better products and services. We are creating advanced algorithms and the big data tools combined with industry know-how to provide intelligent vertical solutions for several industries. In fact, we studied at Lenovo first. Our IT and research teams partnered with our global supply chain to develop an AI that improved our demand forecasting accuracy. Beyond managing our own supply chain we have offered our deep learning supply focused solution to other manufacturing companies to improve their efficiency. In the best case, we have improved the demand, focused the accuracy by 30 points to nearly 90 percent, for Baosteel, the largest of steel manufacturer in China, covering the world as well. Led by Lenovo research, we launched the industry-leading commercial ready AR headset, DaystAR, partnering with companies like the ones in this room. This technology is being used to revolutionize the way companies service utility, and even our jet engines. Using our workstations, servers, and award-winning imaging processing algorithms, we have partnered with hospitals to process complex CT scan data in minutes. So, this enable the doctors to more successfully detect the tumors, and it increases the success rate of cancer diagnosis all around the world. We are also piloting our smart IoT driven warehouse solution with one of the world's largest retail companies to greatly improve the efficiency. So, the opportunities are endless. This is where Lenovo will truly shine. When we combine the industry know-how of our customers with our end-to-end technology offerings, our intelligent vertical solutions like this are growing, which Kirk and Christian will share more. Now, what will drive this transformation even faster? The speed at which our networks operate, specifically 5G. You may know that Lenovo just launched the first-ever 5G smartphone, our Moto Z3, with the new 5G Moto model. We are partnering with multiple major network providers like Verizon, China Mobile. With the 5G model scheduled to ship early next year, we will be the first company to provide a 5G mobile experience to any users, customers. This is amazing innovation. You don't have to buy a new phone, just the 5G clip on. What can I say, except wow. (audience laughs) 5G is 10 times the fast faster than 4G. Its download speed will transform how people engage with the world, driverless car, new types of smart wearables, gaming, home security, industrial intelligence, all will be transformed. Finally, accelerating with partners, as ready as we are at Lenovo, we need partners to unlock our full potential, partners here to create with us the edge of the intelligent transformation. The opportunities of intelligent transformation are too profound, the scale is too vast. No company can drive it alone fully. We are eager to collaborate with all partners that can help bring our vision to life. We are dedicated to open partnerships, dedicated to cross-border collaboration, unify the standards, share the advantage, and market the synergies. We partner with the biggest names in the industry, Intel, Microsoft, AMD, Qualcomm, Google, Amazon, and Disney. We also find and partner with the smaller innovators as well. We're building the ultimate partner experience, open, shared, collaborative, diverse. So, everything is in place for intelligent transformation on a global scale. Smart devices are everywhere, the infrastructure is in place, networks are accelerating, and the industries demand to be more intelligent, and Lenovo is at the center of it all. We are helping to drive change with the hundreds of companies, companies just like yours, every day. We are your partner for intelligent transformation. Transformation never stops. This is what you will hear from Kirk, including details about Lenovo NetApp global partnership we just announced this morning. We've made the investments in every single aspect of the technology. We have the end-to-end resources to meet your end-to-end needs. As you attend the breakout session this afternoon, I hope you see for yourself how much Lenovo has transformed as a company this past year, and how we truly are delivering a future of intelligent transformation. Now, let me invite to the stage Kirk Skaugen, our president of Data Center growth to tell you about the exciting transformation happening in the global Data C enter market. Thank you. (audience applauding) (upbeat music) >> Well, good morning. >> Good morning. >> Good morning! >> Good morning! >> Excellent, well, I'm pleased to be here this morning to talk about how we're transforming the Data Center and taking you as our customers through your own intelligent transformation journey. Last year I stood up here at Transform 1.0, and we were proud to announce the largest Data Center portfolio in Lenovo's history, so I thought I'd start today and talk about the portfolio and the progress that we've made over the last year, and the strategies that we have going forward in phase 2.0 of Lenovo's transformation to be one of the largest data center companies in the world. We had an audacious vision that we talked about last year, and that is to be the most trusted data center provider in the world, empowering customers through the new IT, intelligent transformation. And now as the world's largest supercomputer provider, giving something back to humanity, is very important this week with the hurricanes now hitting North Carolina's coast, but we take this most trusted aspect very seriously, whether it's delivering the highest quality products on time to you as customers with the highest levels of security, or whether it's how we partner with our channel partners and our suppliers each and every day. You know we're in a unique world where we're going from hundreds of millions of PCs, and then over the next 25 years to hundred billions of connected devices, so each and every one of you is going through this intelligent transformation journey, and in many aspects were very early in that cycle. And we're going to talk today about our role as the largest supercomputer provider, and how we're solving humanity's greatest challenges. Last year we talked about two special milestones, the 25th anniversary of ThinkPad, but also the 25th anniversary of Lenovo with our IBM heritage in x86 computing. I joined the workforce in 1992 out of college, and the IBM first personal server was launching at the same time with an OS2 operating system and a free mouse when you bought the server as a marketing campaign. (audience laughing) But what I want to be very clear today, is that the innovation engine is alive and well at Lenovo, and it's really built on the culture that we're building as a company. All of these awards at the bottom are things that we earned over the last year at Lenovo. As a Fortune now 240 company, larger than companies like Nike, or AMEX, or Coca-Cola. The one I'm probably most proud of is Forbes first list of the top 2,000 globally regarded companies. This was something where 15,000 respondents in 60 countries voted based on ethics, trustworthiness, social conduct, company as an employer, and the overall company performance, and Lenovo was ranked number 27 of 2000 companies by our peer group, but we also now one of-- (audience applauding) But we also got a perfect score in the LGBTQ Equality Index, exemplifying the diversity internally. We're number 82 in the top working companies for mothers, top working companies for fathers, top 100 companies for sustainability. If you saw that factory, it's filled with solar panels on the top of that. And now again, one of the top global brands in the world. So, innovation is built on a customer foundation of trust. We also said last year that we'd be crossing an amazing milestone. So we did, over the last 12 months ship our 20 millionth x86 server. So, thank you very much to our customers for this milestone. (audience applauding) So, let me recap some of the transformation elements that have happened over the last year. Last year I talked about a lot of brand confusion, because we had the ThinkServer brand from the legacy Lenovo, the System x, from IBM, we had acquired a number of networking companies, like BLADE Network Technologies, et cetera, et cetera. Over the last year we've been ramping based on two brand structures, ThinkAgile for next generation IT, and all of our software-defined infrastructure products and ThinkSystem as the world's highest performance, highest reliable x86 server brand, but for servers, for storage, and for networking. We have transformed every single aspect of the customer experience. A year and a half ago, we had four different global channel programs around the world. Typically we're about twice the mix to our channel partners of any of our competitors, so this was really important to fix. We now have a single global Channel program, and have technically certified over 11,000 partners to be technical experts on our product line to deliver better solutions to our customer base. Gardner recently recognized Lenovo as the 26th ranked supply chain in the world. And, that's a pretty big honor, when you're up there with Amazon and Walmart and others, but in tech, we now are in the top five supply chains. You saw the factory network from YY, and today we'll be talking about product shipping in more than 160 countries, and I know there's people here that I've met already this morning, from India, from South Africa, from Brazil and China. We announced new Premier Support services, enabling you to go directly to local language support in nine languages in 49 countries in the world, going directly to a native speaker level three support engineer. And today we have more than 10,000 support specialists supporting our products in over 160 countries. We've delivered three times the number of engineered solutions to deliver a solutions orientation, whether it's on HANA, or SQL Server, or Oracle, et cetera, and we've completely reengaged our system integrator channel. Last year we had the CIO of DXE on stage, and here we're talking about more than 175 percent growth through our system integrator channel in the last year alone as we've brought that back and really built strong relationships there. So, thank you very much for amazing work here on the customer experience. (audience applauding) We also transformed our leadership. We thought it was extremely important with a focus on diversity, to have diverse talent from the legacy IBM, the legacy Lenovo, but also outside the industry. We made about 19 executive changes in the DCG group. This is the most senior leadership team within DCG, all which are newly on board, either from our outside competitors mainly over the last year. About 50 percent of our executives were now hired internally, 50 percent externally, and 31 percent of those new executives are diverse, representing the diversity of our global customer base and gender. So welcome, and most of them you're going to be able to meet over here in the breakout sessions later today. (audience applauding) But some things haven't changed, they're just keeping getting better within Lenovo. So, last year I got up and said we were committed with the new ThinkSystem brand to be a world performance leader. You're going to see that we're sponsoring Ducati for MotoGP. You saw the Ferrari out there with Formula One. That's not a surprise. We want the Lenovo ThinkSystem and ThinkAgile brands to be synonymous with world record performance. So in the last year we've gone from 39 to 89 world records, and partners like Intel would tell you, we now have four times the number of world record workloads on Lenovo hardware than any other server company on the planet today, with more than 89 world records across HPC, Java, database, transaction processing, et cetera. And we're proud to have just brought on Doug Fisher from Intel Corporation who had about 10-17,000 people on any given year working for him in workload optimizations across all of our software. It's just another testament to the leadership team we're bringing in to keep focusing on world-class performance software and solutions. We also per ITIC, are the number one now in x86 server reliability five years running. So, this is a survey where CIOs are in a blind survey asked to submit their reliability of their uptime on their x86 server equipment over the last 365 days. And you can see from 2016 to 2017 the downtime, there was over four hours as noted by the 750 CXOs in more than 20 countries is about one percent for the Lenovo products, and is getting worse generation from generation as we went from Broadwell to Pearlie. So we're taking our reliability, which was really paramount in the IBM System X heritage, and ensuring that we don't just recognize high performance but we recognize the highest level of reliability for mission-critical workloads. And what that translates into is that we at once again have been ranked number one in customer satisfaction from you our customers in 19 of 22 attributes, in North America in 18 of 22. This is a survey by TVR across hundreds of customers of us and our top competitors. This is the ninth consecutive study that we've been ranked number one in customer satisfaction, so we're taking this extremely seriously, and in fact YY now has increased the compensation of every single Lenovo employee. Up to 40 percent of their compensation bonus this year is going to be based on customer metrics like quality, order to ship, and things of this nature. So, we're really putting every employee focused on customer centricity this year. So, the summary on Transform 1.0 is that every aspect of what you knew about Lenovo's data center group has transformed, from the culture to the branding to dedicated sales and marketing, supply chain and quality groups, to a worldwide channel program and certifications, to new system integrator relationships, and to the new leadership team. So, rather than me just talk about it, I thought I'd share a quick video about what we've done over the last year, if you could run the video please. Turn around for a second. (epic music) (audience applauds) Okay. So, thank you to all our customers that allowed us to publicly display their logos in that video. So, what that means for you as investors, and for the investor community out there is, that our customers have responded, that this year Gardner just published that we are the fastest growing server company in the top 10, with 39 percent growth quarter-on-quarter, and 49 percent growth year-on-year. If you look at the progress we've made since the transformation the last three quarters publicly, we've grown 17 percent, then 44 percent, then 68 percent year on year in revenue, and I can tell you this quarter I'm as confident as ever in the financials around the DCG group, and it hasn't been in one area. You're going to see breakout sessions from hyperscale, software-defined, and flash, which are all growing more than a 100 percent year-on-year, supercomputing which we'll talk about shortly, now number one, and then ultimately from profitability, delivering five consecutive quarters of pre-tax profit increase, so I think, thank you very much to the customer base who's been working with us through this transformation journey. So, you're here to really hear what's next on 2.0, and that's what I'm excited to talk about today. Last year I came up with an audacious goal that we would become the largest supercomputer company on the planet by 2020, and this graph represents since the acquisition of the IBM System x business how far we were behind being the number one supercomputer. When we started we were 182 positions behind, even with the acquisition for example of SGI from HP, we've now accomplished our goal actually two years ahead of time. We're now the largest supercomputer company in the world. About one in every four supercomputers, 117 on the list, are now Lenovo computers, and you saw in the video where the universities are said, but I think what I'm most proud of is when your customers rank you as the best. So the awards at the bottom here, are actually Readers Choice from the last International Supercomputing Show where the scientific researchers on these computers ranked their vendors, and we were actually rated the number one server technology in supercomputing with our ThinkSystem SD530, and the number one storage technology with our ThinkSystem DSS-G, but more importantly what we're doing with the technology. You're going to see we won best in life sciences, best in data analytics, and best in collaboration as well, so you're going to see all of that in our breakout sessions. As you saw in the video now, 17 of the top 25 research institutions in the world are now running Lenovo supercomputers. And again coming from Raleigh and watching that hurricane come across the Atlantic, there are eight supercomputers crunching all of those models you see from Germany to Malaysia to Canada, and we're happy to have a SciNet from University of Toronto here with us in our breakout session to talk about what they're doing on climate modeling as well. But we're not stopping there. We just announced our new Neptune warm water cooling technology, which won the International Supercomputing Vendor Showdown, the first time we've won that best of show in 25 years, and we've now installed this. We're building out LRZ in Germany, the first ever warm water cooling in Peking University, at the India Space Propulsion Laboratory, at the Malaysian Weather and Meteorological Society, at Uninett, at the largest supercomputer in Norway, T-Systems, University of Birmingham. This is truly amazing technology where we're actually using water to cool the machine to deliver a significantly more energy-efficient computer. Super important, when we're looking at global warming and some of the electric bills can be millions of dollars just for one computer, and could actually power a small city just with the technology from the computer. We've built AI centers now in Morrisville, Stuttgart, Taipei, and Beijing, where customers can bring their AI workloads in with experts from Intel, from Nvidia, from our FPGA partners, to work on their workloads, and how they can best implement artificial intelligence. And we also this year launched LICO which is Lenovo Intelligent Compute Orchestrator software, and it's a software solution that simplifies the management and use of distributed clusters in both HPC and AI model development. So, what it enables you to do is take a single cluster, and run both HPC and AI workloads on it simultaneously, delivering better TCO for your environment, so check out LICO as well. A lot of the customers here and Wall Street are very excited and using it already. And we talked about solving humanity's greatest challenges. In the breakout session, you're going to have a virtual reality experience where you're going to be able to walk through what as was just ranked the world's most beautiful data center, the Barcelona Supercomputer. So, you can actually walk through one of the largest supercomputers in the world from Barcelona. You can see the work we're doing with NC State where we're going to have to grow the food supply of the world by 50 percent, and there's not enough fresh water in the world in the right places to actually make all those crops grow between now and 2055, so you're going to see the progression of how they're mapping the entire globe and the water around the world, how to build out the crop population over time using AI. You're going to see our work with Vestas is this largest supercomputer provider in the wind turbine areas, how they're working on wind energy, and then with University College London, how they're working on some of the toughest particle physics calculations in the world. So again, lots of opportunity here. Take advantage of it in the breakout sessions. Okay, let me transition to hyperscale. So in hyperscale now, we have completely transformed our business model. We are now powering six of the top 10 hyperscalers in the world, which is a significant difference from where we were two years ago. And the reason we're doing that, is we've coined a term called ODM+. We believe that hyperscalers want more procurement power than an ODM, and Lenovo is doing about $18 billion of procurement a year. They want a broader global supply chain that they can get from a local system integrator. We're more than 160 countries around the world, but they want the same world-class quality and reliability like they get from an MNC. So, what we're doing now is instead of just taking off the shelf motherboards from somewhere, we're starting with a blank sheet of paper, we're working with the customer base on customized SKUs and you can see we already are developing 33 custom solutions for the largest hyperscalers in the world. And then we're not just running notebooks through this factory where YY said, we're running 37 notebook boards a minute, we're now putting in tens and tens and tens of thousands of server board capacity per month into this same factory, so absolutely we can compete with the most aggressive ODM's in the world, but it's not just putting these things in in the motherboard side, we're also building out these systems all around the world, India, Brazil, Hungary, Mexico, China. This is an example of a new hyperscale customer we've had this last year, 34,000 servers we delivered in the first six months. The next 34,000 servers we delivered in 68 days. The next 34,000 servers we delivered in 35 days, with more than 99 percent on-time delivery to 35 data centers in 14 countries as diverse as South Africa, India, China, Brazil, et cetera. And I'm really ashamed to say it was 99.3, because we did have a forklift driver who rammed their forklift right through the middle of the one of the server racks. (audience laughing) At JFK Airport that we had to respond to, but I think this gives you a perspective of what it is to be a top five global supply chain and technology. So last year, I said we would invest significantly in IP, in joint ventures, and M and A to compete in software defined, in networking, and in storage, so I wanted to give you an update on that as well. Our newest software-defined partnership is with Cloudistics, enabling a fully composable cloud infrastructure. It's an exclusive agreement, you can see them here. I think Nag, our founder, is going to be here today, with a significant Lenovo investment in the company. So, this new ThinkAgile CP series delivers the simplicity of the public cloud, on-premise with exceptional support and a marketplace of essential enterprise applications all with a single click deployment. So simply put, we're delivering a private cloud with a premium experience. It's simple in that you need no specialists to deploy it. An IT generalist can set it up and manage it. It's agile in that you can provision dozens of workloads in minutes, and it's transformative in that you get all of the goodness of public cloud on-prem in a private cloud to unlock opportunity for use. So, we're extremely excited about the ThinkAgile CP series that's now shipping into the marketplace. Beyond that we're aggressively ramping, and we're either doubling, tripling, or quadrupling our market share as customers move from traditional server technology to software-defined technology. With Nutanix we've been public, growing about more than 150 percent year-on-year, with Nutanix as their fastest growing Nutanix partner, but today I want to set another audacious goal. I believe we cannot just be Nutanix's fastest growing partner but we can become their largest partner within two years. On Microsoft, we are already four times our market share on Azure stack of our traditional business. We were the first to launch our ThinkAgile on Broadwell and on Skylake with the Azure Stack Infrastructure. And on VMware we're about twice our market segment share. We were the first to deliver an Intel-optimized Optane-certified VSAN node. And with Optane technology, we're delivering 50 percent more VM density than any competitive SSD system in the marketplace, about 10 times lower latency, four times the performance of any SSD system out there, and Lenovo's first to market on that. And at VMworld you saw CEO Pat Gelsinger of VMware talked about project dimension, which is Edge as a service, and we're the only OEM beyond the Dell family that is participating today in project dimension. Beyond that you're going to see a number of other partnerships we have. I'm excited that we have the city of Bogota Columbia here, an eight million person city, where we announced a 3,000 camera video surveillance solution last month. With pivot three you're going to see city of Bogota in our breakout sessions. You're going to see a new partnership with Veeam around backup that's launching today. You're going to see partnerships with scale computing in IoT and hyper-converged infrastructure working on some of the largest retailers in the world. So again, everything out in the breakout session. Transitioning to storage and data management, it's been a great year for Lenovo, more than a 100 percent growth year-on-year, 2X market growth in flash arrays. IDC just reported 30 percent growth in storage, number one in price performance in the world and the best HPC storage product in the top 500 with our ThinkSystem DSS G, so strong coverage, but I'm excited today to announce for Transform 2.0 that Lenovo is launching the largest data management and storage portfolio in our 25-year data center history. (audience applauding) So a year ago, the largest server portfolio, becoming the largest fastest growing server OEM, today the largest storage portfolio, but as you saw this morning we're not doing it alone. Today Lenovo and NetApp, two global powerhouses are joining forces to deliver a multi-billion dollar global alliance in data management and storage to help customers through their intelligent transformation. As the fastest growing worldwide server leader and one of the fastest growing flash array and data management companies in the world, we're going to deliver more choice to customers than ever before, global scale that's never been seen, supply chain efficiencies, and rapidly accelerating innovation and solutions. So, let me unwrap this a little bit for you and talk about what we're announcing today. First, it's the largest portfolio in our history. You're going to see not just storage solutions launching today but a set of solution recipes from NetApp that are going to make Lenovo server and NetApp or Lenovo storage work better together. The announcement enables Lenovo to go from covering 15 percent of the global storage market to more than 90 percent of the global storage market and distribute these products in more than 160 countries around the world. So we're launching today, 10 new storage platforms, the ThinkSystem DE and ThinkSystem DM platforms. They're going to be centrally managed, so the same XClarity management that you've been using for server, you can now use across all of your storage platforms as well, and it'll be supported by the same 10,000 plus service personnel that are giving outstanding customer support to you today on the server side. And we didn't come up with this in the last month or the last quarter. We're announcing availability in ordering today and shipments tomorrow of the first products in this portfolio, so we're excited today that it's not just a future announcement but something you as customers can take advantage of immediately. (audience applauding) The second part of the announcement is we are announcing a joint venture in China. Not only will this be a multi-billion dollar global partnership, but Lenovo will be a 51 percent owner, NetApp a 49 percent owner of a new joint venture in China with the goal of becoming in the top three storage companies in the largest data and storage market in the world. We will deliver our R and D in China for China, pooling our IP and resources together, and delivering a single route to market through a complementary channel, not just in China but worldwide. And in the future I just want to tell everyone this is phase one. There is so much exciting stuff. We're going to be on the stage over the next year talking to you about around integrated solutions, next-generation technologies, and further synergies and collaborations. So, rather than just have me talk about it, I'd like to welcome to the stage our new partner NetApp and Brad Anderson who's the senior vice president and general manager of NetApp Cloud Infrastructure. (upbeat music) (audience applauding) >> Thank You Kirk. >> So Brad, we've known each other a long time. It's an exciting day. I'm going to give you the stage and allow you to say NetApp's perspective on this announcement. >> Very good, thank you very much, Kirk. Kirk and I go back to I think 1994, so hey good morning and welcome. My name is Brad Anderson. I manage the Cloud Infrastructure Group at NetApp, and I am honored and privileged to be here at Lenovo Transform, particularly today on today's announcement. Now, you've heard a lot about digital transformation about how companies have to transform their IT to compete in today's global environment. And today's announcement with the partnership between NetApp and Lenovo is what that's all about. This is the joining of two global leaders bringing innovative technology in a simplified solution to help customers modernize their IT and accelerate their global digital transformations. Drawing on the strengths of both companies, Lenovo's high performance compute world-class supply chain, and NetApp's hybrid cloud data management, hybrid flash and all flash storage solutions and products. And both companies providing our customers with the global scale for them to be able to meet their transformation goals. At NetApp, we're very excited. This is a quote from George Kurian our CEO. George spent all day yesterday with YY and Kirk, and would have been here today if it hadn't been also our shareholders meeting in California, but I want to just convey how excited we are for all across NetApp with this partnership. This is a partnership between two companies with tremendous market momentum. Kirk took you through all the amazing results that Lenovo has accomplished, number one in supercomputing, number one in performance, number one in x86 reliability, number one in x86 customers sat, number five in supply chain, really impressive and congratulations. Like Lenovo, NetApp is also on a transformation journey, from a storage company to the data authority in hybrid cloud, and we've seen some pretty impressive momentum as well. Just last week we became number one in all flash arrays worldwide, catching EMC and Dell, and we plan to keep on going by them, as we help customers modernize their their data centers with cloud connected flash. We have strategic partnerships with the largest hyperscalers to provide cloud native data services around the globe and we are having success helping our customers build their own private clouds with just, with a new disruptive hyper-converged technology that allows them to operate just like hyperscalers. These three initiatives has fueled NetApp's transformation, and has enabled our customers to change the world with data. And oh by the way, it has also fueled us to have meet or have beaten Wall Street's expectations for nine quarters in a row. These are two companies with tremendous market momentum. We are also building this partnership for long term success. We think about this as phase one and there are two important components to phase one. Kirk took you through them but let me just review them. Part one, the establishment of a multi-year commitment and a collaboration agreement to offer Lenovo branded flash products globally, and as Kurt said in 160 countries. Part two, the formation of a joint venture in PRC, People's Republic of China, that will provide long term commitment, joint product development, and increase go-to-market investment to meet the unique needs to China. Both companies will put in storage technologies and storage expertise to form an independent JV that establishes a data management company in China for China. And while we can dream about what phase two looks like, our entire focus is on making phase one incredibly successful and I'm pleased to repeat what Kirk, is that the first products are orderable and shippable this week in 160 different countries, and you will see our two companies focusing on the here and now. On our joint go to market strategy, you'll see us working together to drive strategic alignment, focused execution, strong governance, and realistic expectations and milestones. And it starts with the success of our customers and our channel partners is job one. Enabling customers to modernize their legacy IT with complete data center solutions, ensuring that our customers get the best from both companies, new offerings the fuel business success, efficiencies to reinvest in game-changing initiatives, and new solutions for new mission-critical applications like data analytics, IoT, artificial intelligence, and machine learning. Channel partners are also top of mind for both our two companies. We are committed to the success of our existing and our future channel partners. For NetApp channel partners, it is new pathways to new segments and to new customers. For Lenovo's channel partners, it is the competitive weapons that now allows you to compete and more importantly win against Dell, EMC, and HP. And the good news for both companies is that our channel partner ecosystem is highly complementary with minimal overlap. Today is the first day of a very exciting partnership, of a partnership that will better serve our customers today and will provide new opportunities to both our companies and to our partners, new products to our customers globally and in China. I am personally very excited. I will be on the board of the JV. And so, I look forward to working with you, partnering with you and serving you as we go forward, and with that, I'd like to invite Kirk back up. (audience applauding) >> Thank you. >> Thank you. >> Well, thank you, Brad. I think it's an exciting overview, and these products will be manufactured in China, in Mexico, in Hungary, and around the world, enabling this amazing supply chain we talked about to deliver in over 160 countries. So thank you Brad, thank you George, for the amazing partnership. So again, that's not all. In Transform 2.0, last year, we talked about the joint ventures that were coming. I want to give you a sneak peek at what you should expect at future Lenovo events around the world. We have this Transform in Beijing in a couple weeks. We'll then be repeating this in 20 different locations roughly around the world over the next year, and I'm excited probably more than ever about what else is coming. Let's talk about Telco 5G and network function virtualization. Today, Motorola phones are certified on 46 global networks. We launched the world's first 5G upgradable phone here in the United States with Verizon. Lenovo DCG sells to 58 telecommunication providers around the world. At Mobile World Congress in Barcelona and Shanghai, you saw China Telecom and China Mobile in the Lenovo booth, China Telecom showing a video broadband remote access server, a VBRAS, with video streaming demonstrations with 2x less jitter than they had seen before. You saw China Mobile with a virtual remote access network, a VRAN, with greater than 10 times the throughput and 10x lower latency running on Lenovo. And this year, we'll be launching a new NFV company, a software company in China for China to drive the entire NFV stack, delivering not just hardware solutions, but software solutions, and we've recently hired a new CEO. You're going to hear more about that over the next several quarters. Very exciting as we try to drive new economics into the networks to deliver these 20 billion devices. We're going to need new economics that I think Lenovo can uniquely deliver. The second on IoT and edge, we've integrated on the device side into our intelligent devices group. With everything that's going to consume electricity computes and communicates, Lenovo is in a unique position on the device side to take advantage of the communications from Motorola and being one of the largest device companies in the world. But this year, we're also going to roll out a comprehensive set of edge gateways and ruggedized industrial servers and edge servers and ISP appliances for the edge and for IoT. So look for that as well. And then lastly, as a service, you're going to see Lenovo delivering hardware as a service, device as a service, infrastructure as a service, software as a service, and hardware as a service, not just as a glorified leasing contract, but with IP, we've developed true flexible metering capability that enables you to scale up and scale down freely and paying strictly based on usage, and we'll be having those announcements within this fiscal year. So Transform 2.0, lots to talk about, NetApp the big news of the day, but a lot more to come over the next year from the Data Center group. So in summary, I'm excited that we have a lot of customers that are going to be on stage with us that you saw in the video. Lots of testimonials so that you can talk to colleagues of yourself. Alamos Gold from Canada, a Canadian gold producer, Caligo for data optimization and privacy, SciNet, the largest supercomputer we've ever put into North America, and the largest in Canada at the University of Toronto will be here talking about climate change. City of Bogota again with our hyper-converged solutions around smart city putting in 3,000 cameras for criminal detection, license plate detection, et cetera, and then more from a channel mid market perspective, Jerry's Foods, which is from my home state of Wisconsin, and Minnesota which has about 57 stores in the specialty foods market, and how they're leveraging our IoT solutions as well. So again, about five times the number of demos that we had last year. So in summary, first and foremost to the customers, thank you for your business. It's been a great journey and I think we're on a tremendous role. You saw from last year, we're trying to build credibility with you. After the largest server portfolio, we're now the fastest-growing server OEM per Gardner, number one in performance, number one in reliability, number one in customer satisfaction, number one in supercomputing. Today, the largest storage portfolio in our history, with the goal of becoming the fastest growing storage company in the world, top three in China, multibillion-dollar collaboration with NetApp. And the transformation is going to continue with new edge gateways, edge servers, NFV solutions, telecommunications infrastructure, and hardware as a service with dynamic metering. So thank you for your time. I've looked forward to meeting many of you over the next day. We appreciate your business, and with that, I'd like to bring up Rod Lappen to introduce our next speaker. Rod? (audience applauding) >> Thanks, boss, well done. Alright ladies and gentlemen. No real secret there. I think we've heard why I might talk about the fourth Industrial Revolution in data and exactly what's going on with that. You've heard Kirk with some amazing announcements, obviously now with our NetApp partnership, talk about 5G, NFV, cloud, artificial intelligence, I think we've hit just about all the key hot topics. It's with great pleasure that I now bring up on stage Mr. Christian Teismann, our senior vice president and general manager of commercial business for both our PCs and our IoT business, so Christian Teismann. (techno music) Here, take that. >> Thank you. I think I'll need that. >> Okay, Christian, so obviously just before we get down, you and I last year, we had a bit of a chat about being in New York. >> Exports. >> You were an expat in New York for a long time. >> That's true. >> And now, you've moved from New York. You're in Munich? >> Yep. >> How does that feel? >> Well Munich is a wonderful city, and it's a great place to live and raise kids, but you know there's no place in the world like New York. >> Right. >> And I miss it a lot, quite frankly. >> So what exactly do you miss in New York? >> Well there's a lot of things in New York that are unique, but I know you spent some time in Japan, but I still believe the best sushi in the world is still in New York City. (all laughing) >> I will beg to differ. I will beg to differ. I think Mr. Guchi-san from Softbank is here somewhere. He will get up an argue very quickly that Japan definitely has better sushi than New York. But obviously you know, it's a very very special place, and I have had sushi here, it's been fantastic. What about Munich? Anything else that you like in Munich? >> Well I mean in Munich, we have pork knuckles. >> Pork knuckles. (Christian laughing) Very similar sushi. >> What is also very fantastic, but we have the real, the real Oktoberfest in Munich, and it starts next week, mid-September, and I think it's unique in the world. So it's very special as well. >> Oktoberfest. >> Yes. >> Unfortunately, I'm not going this year, 'cause you didn't invite me, but-- (audience chuckling) How about, I think you've got a bit of a secret in relation to Oktoberfest, probably not in Munich, however. >> It's a secret, yes, but-- >> Are you going to share? >> Well I mean-- >> See how I'm putting you on the spot? >> In the 10 years, while living here in New York, I was a regular visitor of the Oktoberfest at the Lower East Side in Avenue C at Zum Schneider, where I actually met my wife, and she's German. >> Very good. So, how about a big round of applause? (audience applauding) Not so much for Christian, but more I think, obviously for his wife, who obviously had been drinking and consequently ended up with you. (all laughing) See you later, mate. >> That's the beauty about Oktoberfest, but yes. So first of all, good morning to everybody, and great to be back here in New York for a second Transform event. New York clearly is the melting pot of the world in terms of culture, nations, but also business professionals from all kind of different industries, and having this event here in New York City I believe is manifesting what we are trying to do here at Lenovo, is transform every aspect of our business and helping our customers on the journey of intelligent transformation. Last year, in our transformation on the device business, I talked about how the PC is transforming to personalized computing, and we've made a lot of progress in that journey over the last 12 months. One major change that we have made is we combined all our device business under one roof. So basically PCs, smart devices, and smart phones are now under the roof and under the intelligent device group. But from my perspective makes a lot of sense, because at the end of the day, all devices connect in the modern world into the cloud and are operating in a seamless way. But we are also moving from a device business what is mainly a hardware focus historically, more and more also into a solutions business, and I will give you during my speech a little bit of a sense of what we are trying to do, as we are trying to bring all these components closer together, and specifically also with our strengths on the data center side really build end-to-end customer solution. Ultimately, what we want to do is make our business, our customer's businesses faster, safer, and ultimately smarter as well. So I want to look a little bit back, because I really believe it's important to understand what's going on today on the device side. Many of us have still grown up with phones with terminals, ultimately getting their first desktop, their first laptop, their first mobile phone, and ultimately smartphone. Emails and internet improved our speed, how we could operate together, but still we were defined by linear technology advances. Today, the world has changed completely. Technology itself is not a limiting factor anymore. It is how we use technology going forward. The Internet is pervasive, and we are not yet there that we are always connected, but we are nearly always connected, and we are moving to the stage, that everything is getting connected all the time. Sharing experiences is the most driving force in our behavior. In our private life, sharing pictures, videos constantly, real-time around the world, with our friends and with our family, and you see the same behavior actually happening in the business life as well. Collaboration is the number-one topic if it comes down to workplace, and video and instant messaging, things that are coming from the consumer side are dominating the way we are operating in the commercial business as well. Most important beside technology, that a new generation of workforce has completely changed the way we are working. As the famous workforce the first generation of Millennials that have now fully entered in the global workforce, and the next generation, it's called Generation Z, is already starting to enter the global workforce. By 2025, 75 percent of the world's workforce will be composed out of two of these generations. Why is this so important? These two generations have been growing up using state-of-the-art IT technology during their private life, during their education, school and study, and are taking these learnings and taking these behaviors in the commercial workspace. And this is the number one force of change that we are seeing in the moment. Diverse workforces are driving this change in the IT spectrum, and for years in many of our customers' focus was their customer focus. Customer experience also in Lenovo is the most important thing, but we've realized that our own human capital is equally valuable in our customer relationships, and employee experience is becoming a very important thing for many of our customers, and equally for Lenovo as well. As you have heard YY, as we heard from YY, Lenovo is focused on intelligent transformation. What that means for us in the intelligent device business is ultimately starting with putting intelligence in all of our devices, smartify every single one of our devices, adding value to our customers, traditionally IT departments, but also focusing on their end users and building products that make their end users more productive. And as a world leader in commercial devices with more than 33 percent market share, we can solve problems been even better than any other company in the world. So, let's talk about transformation of productivity first. We are in a device-led world. Everything we do is connected. There's more interaction with devices than ever, but also with spaces who are increasingly becoming smart and intelligent. YY said it, by 2020 we have more than 20 billion connected devices in the world, and it will grow exponentially from there on. And users have unique personal choices for technology, and that's very important to recognize, and we call this concept a digital wardrobe. And it means that every single end-user in the commercial business is composing his personal wardrobe on an ongoing basis and is reconfiguring it based on the work he's doing and based where he's going and based what task he is doing. I would ask all of you to put out all the devices you're carrying in your pockets and in your bags. You will see a lot of you are using phones, tablets, laptops, but also cameras and even smartwatches. They're all different, but they have one underlying technology that is bringing it all together. Recognizing digital wardrobe dynamics is a core factor for us to put all the devices under one roof in IDG, one business group that is dedicated to end-user solutions across mobile, PC, but also software services and imaging, to emerging technologies like AR, VR, IoT, and ultimately a AI as well. A couple of years back there was a big debate around bring-your-own-device, what was called consumerization. Today consumerization does not exist anymore, because consumerization has happened into every single device we build in our commercial business. End users and commercial customers today do expect superior display performance, superior audio, microphone, voice, and touch quality, and have it all connected and working seamlessly together in an ease of use space. We are already deep in the journey of personalized computing today. But the center point of it has been for the last 25 years, the mobile PC, that we have perfected over the last 25 years, and has been the undisputed leader in mobility computing. We believe in the commercial business, the ThinkPad is still the core device of a digital wardrobe, and we continue to drive the success of the ThinkPad in the marketplace. We've sold more than 140 million over the last 26 years, and even last year we exceeded nearly 11 million units. That is about 21 ThinkPads per minute, or one Thinkpad every three seconds that we are shipping out in the market. It's the number one commercial PC in the world. It has gotten countless awards but we felt last year after Transform we need to build a step further, in really tailoring the ThinkPad towards the need of the future. So, we announced a new line of X1 Carbon and Yoga at CES the Consumer Electronics Show. And the reason is not we want to sell to consumer, but that we do recognize that a lot of CIOs and IT decision makers need to understand what consumers are really doing in terms of technology to make them successful. So, let's take a look at the video. (suspenseful music) >> When you're the number one business laptop of all time, your only competition is yourself. (wall shattering) And, that's different. Different, like resisting heat, ice, dust, and spills. Different, like sharper, brighter OLA display. The trackpoint that reinvented controls, and a carbon fiber roll cage to protect what's inside, built by an engineering and design team, doing the impossible for the last 25 years. This is the number one business laptop of all time, but it's not a laptop. It's a ThinkPad. (audience applauding) >> Thank you very much. And we are very proud that Lenovo ThinkPad has been selected as the best laptop in the world in the second year in a row. I think it's a wonderful tribute to what our engineers have been done on this one. And users do want awesome displays. They want the best possible audio, voice, and touch control, but some users they want more. What they want is super power, and I'm really proud to announce our newest member of the X1 family, and that's the X1 extreme. It's exceptionally featured. It has six core I9 intel chipset, the highest performance you get in the commercial space. It has Nvidia XTX graphic, it is a 4K UHD display with HDR with Dolby vision and Dolby Atmos Audio, two terabyte in SSD, so it is really the absolute Ferrari in terms of building high performance commercial computer. Of course it has touch and voice, but it is one thing. It has so much performance that it serves also a purpose that is not typical for commercial, and I know there's a lot of secret gamers also here in this room. So you see, by really bringing technology together in the commercial space, you're creating productivity solutions of one of a kind. But there's another category of products from a productivity perspective that is incredibly important in our commercial business, and that is the workstation business . Clearly workstations are very specifically designed computers for very advanced high-performance workloads, serving designers, architects, researchers, developers, or data analysts. And power and performance is not just about the performance itself. It has to be tailored towards the specific use case, and traditionally these products have a similar size, like a server. They are running on Intel Xeon technology, and they are equally complex to manufacture. We have now created a new category as the ultra mobile workstation, and I'm very proud that we can announce here the lightest mobile workstation in the industry. It is so powerful that it really can run AI and big data analysis. And with this performance you can go really close where you need this power, to the sensors, into the cars, or into the manufacturing places where you not only wannna read the sensors but get real-time analytics out of these sensors. To build a machine like this one you need customers who are really challenging you to the limit. and we're very happy that we had a customer who went on this journey with us, and ultimately jointly with us created this product. So, let's take a look at the video. (suspenseful music) >> My world involves pathfinding both the hardware needs to the various work sites throughout the company, and then finding an appropriate model of desktop, laptop, or workstation to match those needs. My first impressions when I first seen the ThinkPad P1 was I didn't actually believe that we could get everything that I was asked for inside something as small and light in comparison to other mobile workstations. That was one of the I can't believe this is real sort of moments for me. (engine roars) >> Well, it's better than general when you're going around in the wind tunnel, which isn't alway easy, and going on a track is not necessarily the best bet, so having a lightweight very powerful laptop is extremely useful. It can take a Xeon processor, which can support ECC from when we try to load a full car, and when we're analyzing live simulation results. through and RCFT post processor or example. It needs a pretty powerful machine. >> It's come a long way to be able to deliver this. I hate to use the word game changer, but it is that for us. >> Aston Martin has got a lot of different projects going. There's some pretty exciting projects and a pretty versatile range coming out. Having Lenovo as a partner is certainly going to ensure that future. (engine roars) (audience applauds) >> So, don't you think the Aston Martin design and the ThinkPad design fit very well together? (audience laughs) So if Q, would get a new laptop, I think you would get a ThinkPad X P1. So, I want to switch gears a little bit, and go into something in terms of productivity that is not necessarily on top of the mind or every end user but I believe it's on top of the mind of every C-level executive and of every CEO. Security is the number one threat in terms of potential risk in your business and the cost of cybersecurity is estimated by 2020 around six trillion dollars. That's more than the GDP of Japan and we've seen a significant amount of data breach incidents already this years. Now, they're threatening to take companies out of business and that are threatening companies to lose a huge amount of sensitive customer data or internal data. At Lenovo, we are taking security very, very seriously, and we run a very deep analysis, around our own security capabilities in the products that we are building. And we are announcing today a new brand under the Think umbrella that is called ThinkShield. Our goal is to build the world's most secure PC, and ultimately the most secure devices in the industry. And when we looked at this end-to-end, there is no silver bullet around security. You have to go through every aspect where security breaches can potentially happen. That is why we have changed the whole organization, how we look at security in our device business, and really have it grouped under one complete ecosystem of solutions, Security is always something where you constantly are getting challenged with the next potential breach the next potential technology flaw. As we keep innovating and as we keep integrating, a lot of our partners' software and hardware components into our products. So for us, it's really very important that we partner with companies like Intel, Microsoft, Coronet, Absolute, and many others to really as an example to drive full encryption on all the data seamlessly, to have multi-factor authentication to protect your users' identity, to protect you in unsecured Wi-Fi locations, or even simple things like innovation on the device itself, to and an example protect the camera, against usage with a little thing like a thinkShutter that you can shut off the camera. SO what I want to show you here, is this is the full portfolio of ThinkShield that we are announcing today. This is clearly not something I can even read to you today, but I believe it shows you the breadth of security management that we are announcing today. There are four key pillars in managing security end-to-end. The first one is your data, and this has a lot of aspects around the hardware and the software itself. The second is identity. The third is the security around online, and ultimately the device itself. So, there is a breakout on security and ThinkShield today, available in the afternoon, and encourage you to really take a deeper look at this one. The first pillar around productivity was the device, and around the device. The second major pillar that we are seeing in terms of intelligent transformation is the workspace itself. Employees of a new generation have a very different habit how they work. They split their time between travel, working remotely but if they do come in the office, they expect a very different office environment than what they've seen in the past in cubicles or small offices. They come into the office to collaborate, and they want to create ideas, and they really work in cross-functional teams, and they want to do it instantly. And what we've seen is there is a huge amount of investment that companies are doing today in reconfiguring real estate reconfiguring offices. And most of these kind of things are moving to a digital platform. And what we are doing, is we want to build an entire set of solutions that are just focused on making the workspace more productive for remote workforce, and to create technology that allow people to work anywhere and connect instantly. And the core of this is that we need to be, the productivity of the employee as high as possible, and make it for him as easy as possible to use these kind of technologies. Last year in Transform, I announced that we will enter the smart office space. By the end of last year, we brought the first product into the market. It's called the Hub 500. It's already deployed in thousands of our customers, and it's uniquely focused on Microsoft Skype for Business, and making meeting instantly happen. And the product is very successful in the market. What we are announcing today is the next generation of this product, what is the Hub 700, what has a fantastic audio quality. It has far few microphones, and it is usable in small office environment, as well as in major conference rooms, but the most important part of this new announcement is that we are also announcing a software platform, and this software platform allows you to run multiple video conferencing software solutions on the same platform. Many of you may have standardized for one software solution or for another one, but as you are moving in a world of collaborating instantly with partners, customers, suppliers, you always will face multiple software standards in your company, and Lenovo is uniquely positioned but providing a middleware platform for the device to really enable multiple of these UX interfaces. And there's more to come and we will add additional UX interfaces on an ongoing base, based on our customer requirements. But this software does not only help to create a better experience and a higher productivity in the conference room or the huddle room itself. It really will allow you ultimately to manage all your conference rooms in the company in one instance. And you can run AI technologies around how to increase productivity utilization of your entire conference room ecosystem in your company. You will see a lot more devices coming from the node in this space, around intelligent screens, cameras, and so on, and so on. The idea is really that Lenovo will become a core provider in the whole movement into the smart office space. But it's great if you have hardware and software that is really supporting the approach of modern IT, but one component that Kirk also mentioned is absolutely critical, that we are providing this to you in an as a service approach. Get it what you want, when you need it, and pay it in the amount that you're really using it. And within UIT there is also I think a new philosophy around IT management, where you're much more focused on the value that you are consuming instead of investing into technology. We are launched as a service two years back and we already have a significant number of customers running PC as a service, but we believe as a service will stretch far more than just the PC device. It will go into categories like smart office. It might go even into categories like phone, and it will definitely go also in categories like storage and server in terms of capacity management. I want to highlight three offerings that we are also displaying today that are sort of building blocks in terms of how we really run as a service. The first one is that we collaborated intensively over the last year with Microsoft to be the launch pilot for their Autopilot offering, basically deploying images easily in the same approach like you would deploy a new phone on the network. The purpose really is to make new imaging and enabling new PC as seamless as it's used to be in the phone industry, and we have a complete set of offerings, and already a significant number customers have deployed Autopilot with Lenovo. The second major offering is Premier Support, like in the in the server business, where Premier Support is absolutely critical to run critical infrastructure, we see a lot of our customers do want to have Premier Support for their end users, so they can be back into work basically instantly, and that you have the highest possible instant repair on every single device. And then finally we have a significant amount of time invested into understanding how the software as a service really can get into one philosophy. And many of you already are consuming software as a service in many different contracts from many different vendors, but what we've created is one platform that really can manage this all together. All these things are the foundation for a device as a service offering that really can manage this end-to-end. So, implementing an intelligent workplace can be really a daunting prospect depending on where you're starting from, and how big your company ultimately is. But how do you manage the transformation of technology workspace if you're present in 50 or more countries and you run an infrastructure for more than 100,000 people? Michelin, famous for their tires, infamous for their Michelin star restaurant rating, especially in New York, and instantly recognizable by the Michelin Man, has just doing that. Please welcome with me Damon McIntyre from Michelin to talk to us about the challenges and transforming collaboration and productivity. (audience applauding) (electronic dance music) Thank you, David. >> Thank you, thank you very much. >> We on? >> So, how do you feel here? >> Well good, I want to thank you first of all for your partnership and the devices you create that helped us design, manufacture, and distribute the best tire in the world, okay? I just had to say it and put out there, alright. And I was wondering, were those Michelin tires on that Aston Martin? >> I'm pretty sure there is no other tire that would fit to that. >> Yeah, no, thank you, thank you again, and thank you for the introduction. >> So, when we talk about the transformation happening really in the workplace, the most tangible transformation that you actually see is the drastic change that companies are doing physically. They're breaking down walls. They're removing cubes, and they're moving to flexible layouts, new desks, new huddle rooms, open spaces, but the underlying technology for that is clearly not so visible very often. So, tell us about Michelin's strategy, and the technology you are deploying to really enable this corporation. >> So we, so let me give a little bit a history about the company to understand the daunting tasks that we had before us. So we have over 114,000 people in the company under 170 nationalities, okay? If you go to the corporate office in France, it's Clermont. It's about 3,000 executives and directors, and what have you in the marketing, sales, all the way up to the chain of the global CIO, right? Inside of the Americas, we merged in Americas about three years ago. Now we have the Americas zone. There's about 28,000 employees across the Americas, so it's really, it's really hard in a lot of cases. You start looking at the different areas that you lose time, and you lose you know, your productivity and what have you, so there, it's when we looked at different aspects of how we were going to manage the meeting rooms, right? because we have opened up our areas of workspace, our CIO, CEOs in our zones will no longer have an office. They'll sit out in front of everybody else and mingle with the crowd. So, how do you take those spaces that were originally used by an individual but now turn them into like meeting rooms? So, we went through a large process, and looked at the Hub 500, and that really met our needs, because at the end of the day what we noticed was, it was it was just it just worked, okay? We've just added it to the catalog, so we're going to be deploying it very soon, and I just want to again point that I know everybody struggles with this, and if you look at all the minutes that you lose in starting up a meeting, and we know you know what I'm talking about when I say this, it equates to many many many dollars, okay? And so at the end the day, this product helps us to be more efficient in starting up the meeting, and more productive during the meeting. >> Okay, it's very good to hear. Another major trend we are seeing in IT departments is taking a more hands-off approach to hardware. We're seeing new technologies enable IT to create a more efficient model, how IT gets hardware in the hands of end-users, and how they are ultimately supporting themselves. So what's your strategy around the lifecycle management of the devices? >> So yeah you mentioned, again, we'll go back to the 114,000 employees in the company, right? You imagine looking at all the devices we use. I'm not going to get into the number of devices we have, but we have a set number that we use, and we have to go through a process of deploying these devices, which we right now service our own image. We build our images, we service them through our help desk and all that process, and we go through it. If you imagine deploying 25,000 PCs in a year, okay? The time and the daunting task that's behind all that, you can probably add up to 20 or 30 people just full-time doing that, okay? So, with partnering with Lenovo and their excellent technology, their technical teams, and putting together the whole process of how we do imaging, it now lifts that burden off of our folks, and it shifts it into a more automated process through the cloud, okay? And, it's with the Autopilot on the end of the project, we'll have Autopilot fully engaged, but what I really appreciate is how Lenovo really, really kind of got with us, and partnered with us for the whole process. I mean it wasn't just a partner between Michelin and Lenovo. Microsoft was also partnered during that whole process, and it really was a good project that we put together, and we hope to have something in a full production mode next year for sure. >> So, David thank you very, very much to be here with us on stage. What I really want to say, customers like you, who are always challenging us on every single aspect of our capabilities really do make the big difference for us to get better every single day and we really appreciate the partnership. >> Yeah, and I would like to say this is that I am, I'm doing what he's exactly said he just said. I am challenging Lenovo to show us how we can innovate in our work space with your devices, right? That's a challenge, and it's going to be starting up next year for sure. We've done some in the past, but I'm really going to challenge you, and my whole aspect about how to do that is bring you into our workspace. Show you how we make how we go through the process of making tires and all that process, and how we distribute those tires, so you can brainstorm, come back to the table and say, here's a device that can do exactly what you're doing right now, better, more efficient, and save money, so thank you. >> Thank you very much, David. (audience applauding) Well it's sometimes really refreshing to get a very challenging customers feedback. And you know, we will continue to grow this business together, and I'm very confident that your challenge will ultimately help to make our products even more seamless together. So, as we now covered productivity and how we are really improving our devices itself, and the transformation around the workplace, there is one pillar left I want to talk about, and that's really, how do we make businesses smarter than ever? What that really means is, that we are on a journey on trying to understand our customer's business, deeper than ever, understanding our customer's processes even better than ever, and trying to understand how we can help our customers to become more competitive by injecting state-of-the-art technology in this intelligent transformation process, into core processes. But this cannot be done without talking about a fundamental and that is the journey towards 5G. I really believe that 5G is changing everything the way we are operating devices today, because they will be connected in a way like it has never done before. YY talked about you know, 20 times 10 times the amount of performance. There are other studies that talk about even 200 times the performance, how you can use these devices. What it will lead to ultimately is that we will build devices that will be always connected to the cloud. And, we are preparing for this, and Kirk already talked about, and how many operators in the world we already present with our Moto phones, with how many Telcos we are working already on the backend, and we are working on the device side on integrating 5G basically into every single one of our product in the future. One of the areas that will benefit hugely from always connected is the world of virtual reality and augmented reality. And I'm going to pick here one example, and that is that we have created a commercial VR solution for classrooms and education, and basically using consumer type of product like our Mirage Solo with Daydream and put a solution around this one that enables teachers and schools to use these products in the classroom experience. So, students now can have immersive learning. They can studying sciences. They can look at environmental issues. They can exploring their careers, or they can even taking a tour in the next college they're going to go after this one. And no matter what grade level, this is how people will continue to learn in the future. It's quite a departure from the old world of textbooks. In our area that we are looking is IoT, And as YY already elaborated, we are clearly learning from our own processes around how we improve our supply chain and manufacturing and how we improve also retail experience and warehousing, and we are working with some of the largest companies in the world on pilots, on deploying IoT solutions to make their businesses, their processes, and their businesses, you know, more competitive, and some of them you can see in the demo environment. Lenovo itself already is managing 55 million devices in an IoT fashion connecting to our own cloud, and constantly improving the experience by learning from the behavior of these devices in an IoT way, and we are collecting significant amount of data to really improve the performance of these systems and our future generations of products on a ongoing base. We have a very strong partnership with a company called ADLINK from Taiwan that is one of the leading manufacturers of manufacturing PC and hardened devices to create solutions on the IoT platform. The next area that we are very actively investing in is commercial augmented reality. I believe augmented reality has by far more opportunity in commercial than virtual reality, because it has the potential to ultimately improve every single business process of commercial customers. Imagine in the future how complex surgeries can be simplified by basically having real-time augmented reality information about the surgery, by having people connecting into a virtual surgery, and supporting the surgery around the world. Visit a furniture store in the future and see how this furniture looks in your home instantly. Doing some maintenance on some devices yourself by just calling the company and getting an online manual into an augmented reality device. Lenovo is exploring all kinds of possibilities, and you will see a solution very soon from Lenovo. Early when we talked about smart office, I talked about the importance of creating a software platform that really run all these use cases for a smart office. We are creating a similar platform for augmented reality where companies can develop and run all their argumented reality use cases. So you will see that early in 2019 we will announce an augmented reality device, as well as an augmented reality platform. So, I know you're very interested on what exactly we are rolling out, so we will have a first prototype view available there. It's still a codename project on the horizon, and we will announce it ultimately in 2019, but I think it's good for you to take a look what we are doing here. So, I just wanted to give you a peek on what we are working beyond smart office and the device productivity in terms of really how we make businesses smarter. It's really about increasing productivity, providing you the most secure solutions, increase workplace collaboration, increase IT efficiency, using new computing devices and software and services to make business smarter in the future. There's no other company that will enable to offer what we do in commercial. No company has the breadth of commercial devices, software solutions, and the same data center capabilities, and no other company can do more for your intelligent transformation than Lenovo. Thank you very much. (audience applauding) >> Thanks mate, give me that. I need that. Alright, ladies and gentlemen, we are done. So firstly, I've got a couple of little housekeeping pieces at the end of this and then we can go straight into going and experiencing some of the technology we've got on the left-hand side of the room here. So, I want to thank Christian obviously. Christian, awesome as always, some great announcements there. I love the P1. I actually like the Aston Martin a little bit better, but I'll take either if you want to give me one for free. I'll take it. We heard from YY obviously about the industry and how the the fourth Industrial Revolution is impacting us all from a digital transformation perspective, and obviously Kirk on DCG, the great NetApp announcement, which is going to be really exciting, actually that Twitter and some of the social media panels are absolutely going crazy, so it's good to see that the industry is really taking some impact. Some of the publications are really great, so thank you for the media who are obviously in the room publishing right no. But now, I really want to say it's all of your turn. So, all of you up the back there who are having coffee, it's your turn now. I want everyone who's sitting down here after this event move into there, and really take advantage of the 15 breakouts that we've got set there. There are four breakout sessions from a time perspective. I want to try and get you all out there at least to use up three of them and use your fourth one to get out and actually experience some of the technology. So, you've got four breakout sessions. A lot of the breakout sessions are actually done twice. If you have not downloaded the app, please download the app so you can actually see what time things are going on and make sure you're registering correctly. There's a lot of great experience of stuff out there for you to go do. I've got one quick video to show you on some of the technology we've got and then we're about to close. Alright, here we are acting crazy. Now, you can see obviously, artificial intelligence machine learning in the browser. God, I hate that dance, I'm not a Millenial at all. It's effectively going to be implemented by healthcare. I want you to come around and test that out. Look at these two guys. This looks like a Lenovo management meeting to be honest with you. These two guys are actually concentrating, using their brain power to race each others in cars. You got to come past and give that a try. Give that a try obviously. Fantastic event here, lots of technology for you to experience, and great partners that have been involved as well. And so, from a Lenovo perspective, we've had some great alliance partners contribute, including obviously our number one partner, Intel, who's been a really big loyal contributor to us, and been a real part of our success here at Transform. Excellent, so please, you've just seen a little bit of tech out there that you can go and play with. I really want you, I mean go put on those black things, like Scott Hawkins our chief marketing officer from Lenovo's DCG business was doing and racing around this little car with his concentration not using his hands. He said it's really good actually, but as soon as someone comes up to speak to him, his car stops, so you got to try and do better. You got to try and prove if you can multitask or not. Get up there and concentrate and talk at the same time. 62 different breakouts up there. I'm not going to go into too much detai, but you can see we've got a very, very unusual numbering system, 18 to 18.8. I think over here we've got a 4849. There's a 4114. And then up here we've got a 46.1 and a 46.2. So, you need the decoder ring to be able to understand it. Get over there have a lot of fun. Remember the boat leaves today at 4:00 o'clock, right behind us at the pier right behind us here. There's 400 of us registered. Go onto the app and let us know if there's more people coming. It's going to be a great event out there on the Hudson River. Ladies and gentlemen that is the end of your keynote. I want to thank you all for being patient and thank all of our speakers today. Have a great have a great day, thank you very much. (audience applauding) (upbeat music) ♪ Ba da bop bop bop ♪ ♪ Ba da bop bop bop ♪ ♪ Ba da bop bop bop ♪ ♪ Ba da bop bop bop ♪ ♪ Ba da bop bop bop ♪ ♪ Ba da bop bop bop ♪ ♪ Ba da bop bop bop ba do ♪
SUMMARY :
and those around you, Ladies and gentlemen, we ask that you please take an available seat. Ladies and gentlemen, once again we ask and software that transform the way you collaborate, Good morning everyone! Ooh, that was pretty good actually, and have a look at all of the breakout sessions. and the industries demand to be more intelligent, and the strategies that we have going forward I'm going to give you the stage and allow you to say is that the first products are orderable and being one of the largest device companies in the world. and exactly what's going on with that. I think I'll need that. Okay, Christian, so obviously just before we get down, You're in Munich? and it's a great place to live and raise kids, And I miss it a lot, but I still believe the best sushi in the world and I have had sushi here, it's been fantastic. (Christian laughing) the real Oktoberfest in Munich, in relation to Oktoberfest, at the Lower East Side in Avenue C at Zum Schneider, and consequently ended up with you. and is reconfiguring it based on the work he's doing and a carbon fiber roll cage to protect what's inside, and that is the workstation business . and then finding an appropriate model of desktop, in the wind tunnel, which isn't alway easy, I hate to use the word game changer, is certainly going to ensure that future. And the core of this is that we need to be, and distribute the best tire in the world, okay? that would fit to that. and thank you for the introduction. and the technology you are deploying and more productive during the meeting. how IT gets hardware in the hands of end-users, You imagine looking at all the devices we use. and we really appreciate the partnership. and it's going to be starting up next year for sure. and how many operators in the world Ladies and gentlemen that is the end of your keynote.
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Dave Wright, ServiceNow | ServiceNow Knowledge18
>> Narrator: Live from Las Vegas, it's theCube covering ServiceNow Knowledge 2018. Brought to you by ServiceNow. >> Welcome back everyone to theCube's live coverage of ServiceNow Knowledge18 here in Las Vegas. I'm your host Rebecca Knight along with my cohost Dave Vellante. We're joined by Dave Wright. He is the chief innovation officer at ServiceNow. Thanks so much for coming on the program. >> It's a pleasure, always a pleasure. >> Good to see you again Dave. >> Good to see you as well. >> Yeah, you've been around the block. You've been around theCube a few times. >> Around the block, a bad way of putting it but yeah. (laughing) >> So chief innovation officer, we've had a lot of great new product launches at this show. What are you most excited about, and what are you already thinking about when you go back to your office? >> So I think what's been interesting to me is the different way of engaging now, we've got the concept of virtual agent technology and I don't just mean the fact that we've got virtual agents. The fact that it starts to give people alternatives and it gives people alternative ways to come into the system, whether it be through our interface or whether it be through someone else's interface, I start to wonder, what'll happen going forward as we get more and more bot type technologies out. How will you have that one interface that works with all those to get that information back of the chain? How will you almost have a single interface that allows you to connect to all these bots and solve your problems? Because the benefits kind of two fold. One is the bot technology you get from being a customer to coming in and actually doing a request. But the other is you'll eventually be able to take that same technology and apply it to the fulfilled user so the power user because if I'm doing something and I can have an agent that's helping me do it, almost like the agent assist concept, you saw this morning. If I can take that to a next level and have AI running on top of that, then I can make work easier for the people coming in but I can actually improve the people that are in the system and make them more effective. >> Go ahead. >> Go ahead, follow up please. >> No, I was just going to ask about, how you get your ideas? So you're here, you're interacting with customers, you're seeing how they're using your product. So is it interviewing customers to find out their pain points? Is it really just watching, I mean you're the chief innovation officer. How do you spark your own creativity? >> It's a really weird answer. I get most of it off kids, most of it off my kids. So I can tell you a story. We were in Barnes and Noble the other week and they had albums in the, plastic twelve inch albums. >> Rebecca: They're coming back. >> And they cost more than they use to. >> Dave Vellante: Yeah really. >> So I called the kids over, I said look, let's get educated. This is what I use to play music on. And now we moved to CD's and you guys miss CD's and this is why you guys buy music. Now I've got a 12 year old and seven year old. And the 12 year old was saying, well, we don't buy music. And I said yeah, and I thought, no you don't, you rent music. And then my youngest daughter said, why would you want to own a song forever? And I was like, this is interesting. We started having a discussion, >> These are deep, these are deep questions. >> It was while other kids we're over having a sleepover and they're all eating pizza and they were talking about the concept of having a job. They said, how do you decide what you want to do for the rest of your life and how do you do that? And we we're talking about how you do something, you get better. You go to another company, you get better at doing it. You go to another company. And one of them said, it sounds really boring just like doing the same thing. And then one of them had the best answer. She said, don't you think it's a waste of your time? And I said, why is it a waste? And she said, because if you're really good at something, why should you just do it for one company? And I was like, oh so, you're going to be a contactor. (laughing) But what I realize was because this whole generation don't need to own things, they just need to use things, so they don't need to know how to do something, they just know they want to do it. And they don't need to own something, they just need temporary access to it. Then it got me thinking when you talk about where could work go to. Do you get a whole concept of the gig economy becoming a gig enterprise. Because we've got a lot of people in work who've got all these different skills but we force them to do one job. And it might be that someone's doing a job but they've got skills that would be applicable outside of that job but they never get to use them. So have we seen the first generation arrive now where they expect everything to be tass based? And then it gives you control over your own career. Because then you say, well, actually I'm not good at this but I can start a bid for work. I can say to people, hey I'm only a three on a skills racing but if you don't need any complex, I'll take it cause I get to learn. So it's a whole new dynamic and I think when you ask whereabout ideas come from, some of the first stage ideas or the first horizon, I think they come form customers. Some of the second horizon, they come from people who aren't working. It's just trying to imagine how they all develop and whereabout that all goes. >> So you surround yourself with millennials? >> Not even millennials. >> Dave Vellante: They're kind of pre post millennials. >> Almost like the linksters, almost the people who've been born connected. It's definitely a Gen Z thing but it's beyond millennials. I think the millennials had a certain expectation around well it's kind of a negative connotation but before they were called millennials, people use to refer to it as the entitlement generation. And it wasn't because they were entitled, it was because they felt they just got access to everything. So it's like with my kids, they're kind of Gen Z and one of them is a linkster, but you never go to them and say, they never come to you and say, hey, I want to watch a movie and you go, great, let's go to Blockbuster's, let's rent it. They expect it to be just available on demand, available all the time. And that was what I think the kind of millennial generation started being entitled to access to data, then I think you went to the generation where it was everything always connected, no concept of banword. But now I think it's the, the real thing that's changing is the concept of ownership and I think that's where you start to see things like, will the car industry ever be the same because if you don't need to own a car because you're not driven by the same passions that people who own cars are driven by, it's just a way of communicating you don't need a garage on your house, you may as well park the car somewhere else. It comes when you need it. It can change the way cities are laid out. I mean there's so many different routes you can go down with this. >> SO how does that innovation, how does that knowledge that you gain get into ServiceNow products and services? >> That all comes back then to how you, how people are going to face new management dynamics or how people are going to manage things like IOT devices? How are people going to deal with managing work if it is a task based economy? How are people going to start to think about not just working in a system of record, or not just working in a system of engagements, but how are they going to start to build that mesh or that web that links all these different things together? And I think that's where our strand comes. Our strand comes in the ability to be able to link systems of records together. To link users with those backend systems, to be able to manage those complex work processes. That's kind of the core elements. Also I think when you look at what Fred Crasick when he built the platform and he had the whole work flow engine and it is that engine that's kind of the key pallet to the whole company. >> I think the metaphor of mesh, sometimes we talk about a matrix of digital services that becomes ubiquitous beyond a cloud of remote services, is really transforming to this mesh of digital capabilities that are everywhere that do things that Clouds don't do. They sense, they react, they respond, they read, they hear. It's an amazing time that we're entering in innovation. Andy McAfee and Erik Brynjolfsson when they wrote the book Second Machine Age talked about Moore's Law, power innovation but they also talked about the innovation curve reshaping from going from Linears Moore's Law which we've marched to the cadence of Moore's Law for decades in this industry to reshaping, to an expediential curve. And I wonder if we could get your thoughts. We've paused that it's accommodation of sort of data applying machine intelligence to that data and then leveraging Cloud economics at scale is really where the innovation is going to come from in the future. What are your thoughts on that? >> So let me try to understand the question. So you're talking about not actually the way that you've seen the growth from a process prospective but the way you actually see the growth from a machine learning capability being able to analyze that data? >> Applying that layer of machine learning. Maybe use that mesh metaphor, that top level. You know you've got horizontal technology services but then there's this new AI layer on top. The data is the fuel for that AI. >> Absolutely, I think it's the I think people can't even imagine what they can do with that data, people can't even contemplate some of the decisions they can make and it's when people start to look at things in completely different ways, it's when people start to say, well, if we apply machine learning to a user interface for example, could we come up with a better user interface because now if we understand how people interact with the system, could we actually build a better system? Or you see people starting to have this whole butterfly effect around the way that artificial intelligence works. So the best example I heard was from, I was actually at a convention with a girl called Louis Chang and she was talking to me about it. But they were speaking to hospitals. They we're talking about self drive cars and the application machine learning of being able to help cars drive. And they were saying the interest in knock on effect of this was a hospital saying it was going to be a real problem for them having self drive cars. And she said, why's it going to be a problem? And the problem was, if you look across the whole America you have about 20 people a day die because they can't get replacement organs. But 37 percent of the organs come from car crashes. So if you take car crashes out of the equation. So what they were investing in was actually looking at how they do cloning technology for organs. So no one would ever imagine (mumbled speaking) and this is going to improve cloning technology so much. And I think AI's in the same place. Everyone's using it in such a small area that they don't even see the potential of what they could do with it, they don't have any concept of what they could be starting to look at and how they could start to spot transvaterian people. Even on a base level, I was speaking to one of our customers the other night, and they managed to put an AI system in place that when they got a call in off the description of the call they could work out what the customer satisfaction was going to be and if it was going to be a bad satisfaction figure, they could preemp that and put different agents that were more skilled on that particular issue. And they said a few years ago all they were interested in was maybe one day we'll be able to categorize something asymmetrically. But now they can predict how well something's going to be resolved. >> It's very hard to predict isn't it? I mean who would of thought that Alexa would of emerged as one of the best if not the best natural language processing systems or that images of cats on the internet would lead to facial recognition in technology. >> That one especially. >> Could of never predicted that. So, but because you're such a clear thinker and a strategic thinker, I want to ask you to make some predictions. I'm going to run some things by you. You talked about autonomous vehicles for awhile. Do you believe that owning in the future, pick whatever time frame you want, that owning and driving your own car will become the exception? >> Yeah I think it will probably be the people who, well okay, so I definitely think driving your own car will become the exception. I think some people will always want that sense of ownership until we get to a generation that doesn't. I think they'll always be a hard core of people who do want to own and do want to drive and do want that experience, but I think you've already got the issue where congestion's such a level in most areas. Is there any enjoyment out of driving? So I love driving, I love sports cars, I collect them. But if someone said, hey you've got two options, you can sit in a high performance sports car to go to LA or you can sit in a Tesla and it will drive itself and you can read a book. I'm getting in the Tesla. (laughing) >> How about retail? Right for disruption, do you think that large retail stores will essentially, not essentially, it's never complete, but will largely go away? >> I think it depends on the nature of the experience. So I think for a lot of goods that are consumable goods, I can kind of see that going away. I don't think it will go away for luxury goods. I don't think it will go away fully for fashion. I think people always like to look at things and understand things and check fits but for some things that are high consumables maybe even for electronics, I can see those going or I can see it going for things where it's worn product. So something like a shop that just sells sneakers. I can see someone could easily offer a range and say, well look, here's what we sell. When you order something, we'll automatically ship you one size up, one size down, or two variations of color and it will be a free system return the ones you don't want. I think the whole experience of ordering one thing and hoping it works out, I think that will go away. It will be concept of ordering a group of things or maybe it will be applying to artificial intelligence to say, hey you've asked for this color, but we know that people who also ask for that color like this color as well. We're going to ship you them both. You can see how it goes and send us the one back you don't like. >> Okay, let's see. Will machines make better diagnosis than doctors? I've got to say I think you will get to a point where that will happen. Especially if it's things where it's image processing, where it's x-ray processing, MRI processing. Where it's something like process of mental health, then I don't know. Maybe, I'd probably rather have my mental health treated by a person than a questionnaire. But yeah I think the things we're using, image recognition, or things where you're looking at patent distribution or you're looking at even like virus distribution or virus structure, then I think those areas I think you will get to a point where diagnostic issue is better. But you look at where artificial intelligence is from diagnostics now and you go on doctor google and search for something, you know, everything finished with the bottom line, or it could be cancer. >> Dave Vennari: Yeah, you're dead. >> What about will there ever be a revolt, you know in the sense of, technology is so pervasive, and people just say forget it, I'm sick of just being tracked, I just kind of want to have a human to human connection and, >> Dave Vellante: Dream on. >> So are we done for? >> I was speaking to a girl who works for me, Menesha, and she was saying, we were talking on Friday and she said, hey, I was having a coffee with nother girl Cass, and Menesha's in Seattle and Cass in is San Francisco, and I said, oh was she in Seattle or were you in San Francisco and Menesha's a lot younger than me, and she went, no we weren't in the same room. We were just like doing it over video like a virtual coffee. And I was like what, so you both get coffee and sit and have a conversation? And she was like, oh yeah. >> Dave Vellante: Alright, I've got one more, I've got one more. >> Okay, let's hear it, let's hear it. >> Alright last one, it's great, thanks for playing along. >> I know this is fun. >> Financial services is an industry that really hasn't been disrupted. DO you feel like the banks will lose control, the major banks will lose control of payment systems? >> I think there's a lot of conversations now around how much those payment systems open up. Because if you, let's say you do a transaction with Amazon, you do a transaction with Google, how hard would it be for every transaction to be done that way? So rather than, if your setting off a payment for I don't know, gas bills or a car loan payments, rather than giving your bank details, why not give your PayPal details or your Amazon account details or your Google details? That could be, reduce all the banking transactions down to one interface. I think that could happen. I think you could get, well obviously you're already seeing the rise of Blockchain and I'm not a Blockchain expert. I'm itching to find a used case for us with Blockchain but I can't find it yet. But for direct transactions, if both sources can trust each other than yeah, that direct transaction between those two sources, I think that's completely possible. I think there's also areas where, you've seen happen in the past where a banking faces issues from retail coming into banking, so sometimes you'll get the big supermarket chains, especially in Europe they say, okay you're going to get (foreign name) or you're going to get Tesco's Bank, because they've got all our customer loyalty, they've got people waiting to give discounts to if they bank with them, so they can instantly bring, if you said to your shopping account base, hey, if you bank with me we'll give you 20 dollars a week off your grocery shopping, you could probably ring 10 million customers straight away. So I think banking's challenged from other industries that want to get into it, from places where you'll actually go and do each transactions now and from where places where you'll just go and order stuff online and you could filter all that through one place, I think they'll still always be the commercial side of banking. There's always going to be the stocks and bonds, there's still going to be the wealth management, but props for transactional banking, you could start to see a decline. >> Fantastic, thank you. >> I love this futurist talk, it's been a lot of fun. Thank you so much for coming on theCube Dave. >> Alright, thanks for having me, always a pleasure. >> Dave Vellante: Great to see you. >> We will have more from ServiceNow Knowledge18 theCube's live coverage just after this. (upbeat music)
SUMMARY :
Brought to you by ServiceNow. Welcome back everyone to theCube's live coverage It's a pleasure, Yeah, you've been around the block. Around the block, a bad way of putting it but yeah. and what are you already thinking about One is the bot technology you get from being No, I was just going to ask about, how you get your ideas? So I can tell you a story. And I said yeah, and I thought, no you don't, You go to another company, you get better at doing it. and I think that's where you start to see things like, Also I think when you look at what Fred Crasick And I wonder if we could get your thoughts. but the way you actually see the growth The data is the fuel for that AI. And the problem was, if you look across of cats on the internet would lead to facial recognition and a strategic thinker, I want to ask you to LA or you can sit in a Tesla and it will drive itself and it will be a free system return the ones you don't want. I've got to say I think you will get to a point And I was like what, so you both get coffee Dave Vellante: Alright, I've got one more, DO you feel like the banks will lose control, I think you could get, well obviously you're already seeing Thank you so much for coming on theCube Dave. We will have more from ServiceNow Knowledge18
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Rob Thomas, IBM | Machine Learning Everywhere 2018
>> Announcer: Live from New York, it's theCUBE, covering Machine Learning Everywhere: Build Your Ladder to AI, brought to you by IBM. >> Welcome back to New York City. theCUBE continue our coverage here at IBM's event, Machine Learning Everywhere: Build Your Ladder to AI. And with us now is Rob Thomas, who is the vice president of, or general manager, rather, of IBM analytics. Sorry about that, Rob. Good to have you with us this morning. Good to see you, sir. >> Great to see you John. Dave, great to see you as well. >> Great to see you. >> Well let's just talk about the event first. Great lineup of guests. We're looking forward to visiting with several of them here on theCUBE today. But let's talk about, first off, general theme with what you're trying to communicate and where you sit in terms of that ladder to success in the AI world. >> So, maybe start by stepping back to, we saw you guys a few times last year. Once in Munich, I recall, another one in New York, and the theme of both of those events was, data science renaissance. We started to see data science picking up steam in organizations. We also talked about machine learning. The great news is that, in that timeframe, machine learning has really become a real thing in terms of actually being implemented into organizations, and changing how companies run. And that's what today is about, is basically showcasing a bunch of examples, not only from our clients, but also from within IBM, how we're using machine learning to run our own business. And the thing I always remind clients when I talk to them is, machine learning is not going to replace managers, but I think machine learning, managers that use machine learning will replace managers that do not. And what you see today is a bunch of examples of how that's true because it gives you superpowers. If you've automated a lot of the insight, data collection, decision making, it makes you a more powerful manager, and that's going to change a lot of enterprises. >> It seems like a no-brainer, right? I mean, or a must-have. >> I think there's a, there's always that, sometimes there's a fear factor. There is a culture piece that holds people back. We're trying to make it really simple in terms of how we talk about the day, and the examples that we show, to get people comfortable, to kind of take a step onto that ladder back to the company. >> It's conceptually a no-brainer, but it's a challenge. You wrote a blog and it was really interesting. It was, one of the clients said to you, "I'm so glad I'm not in the technology industry." And you went, "Uh, hello?" (laughs) "I've got news for you, you are in the technology industry." So a lot of customers that I talk to feel like, meh, you know, in our industry, it's really not getting disrupted. That's kind of taxis and retail. We're in banking and, you know, but, digital is disrupting every industry and every industry is going to have to adopt ML, AI, whatever you want to call it. Can traditional companies close that gap? What's your take? >> I think they can, but, I'll go back to the word I used before, it starts with culture. Am I accepting that I'm a technology company, even if traditionally I've made tractors, as an example? Or if traditionally I've just been you know, selling shirts and shoes, have I embraced the role, my role as a technology company? Because if you set that culture from the top, everything else flows from there. It can't be, IT is something that we do on the side. It has to be a culture of, it's fundamental to what we do as a company. There was an MIT study that said, data-driven cultures drive productivity gains of six to 10 percent better than their competition. You can't, that stuff compounds, too. So if your competitors are doing that and you're not, not only do you fall behind in the short term but you fall woefully behind in the medium term. And so, I think companies are starting to get there but it takes a constant push to get them focused on that. >> So if you're a tractor company, you've got human expertise around making tractors and messaging and marketing tractors, and then, and data is kind of there, sort of a bolt-on, because everybody's got to be data-driven, but if you look at the top companies by market cap, you know, we were talking about it earlier. Data is foundational. It's at their core, so, that seems to me to be the hard part, Rob, I'd like you to comment in terms of that cultural shift. How do you go from sort of data in silos and, you know, not having cloud economics and, that are fundamental, to having that dynamic, and how does IBM help? >> You know, I think, to give companies credit, I think most organizations have developed some type of data practice or discipline over the last, call it five years. But most of that's historical, meaning, yeah, we'll take snapshots of history. We'll use that to guide decision making. You fast-forward to what we're talking about today, just so we're on the same page, machine learning is about, you build a model, you train a model with data, and then as new data flows in, your model is constantly updating. So your ability to make decisions improves over time. That's very different from, we're doing historical reporting on data. And so I think it's encouraging that companies have kind of embraced that data discipline in the last five years, but what we're talking about today is a big next step and what we're trying to break it down to what I call the building blocks, so, back to the point on an AI ladder, what I mean by an AI ladder is, you can't do AI without machine learning. You can't do machine learning without analytics. You can't do analytics without the right data architecture. So those become the building blocks of how you get towards a future of AI. And so what I encourage companies is, if you're not ready for that AI leading edge use case, that's okay, but you can be preparing for that future now. That's what the building blocks are about. >> You know, I think we're, I know we're ahead of, you know, Jeremiah Owyang on a little bit later, but I was reading something that he had written about gut and instinct, from the C-Suite, and how, that's how companies were run, right? You had your CEO, your president, they made decisions based on their guts or their instincts. And now, you've got this whole new objective tool out there that's gold, and it's kind of taking some of the gut and instinct out of it, in a way, and maybe there are people who still can't quite grasp that, that maybe their guts and their instincts, you know, what their gut tells them, you know, is one thing, but there's pretty objective data that might indicate something else. >> Moneyball for business. >> A little bit of a clash, I mean, is there a little bit of a clash in that respect? >> I think you'd be surprise by how much decision making is still pure opinion. I mean, I see that everywhere. But we're heading more towards what you described for sure. One of the clients talking here today, AMC Networks, think it's a great example of a company that you wouldn't think of as a technology company, primarily a content producer, they make great shows, but they've kind of gone that extra step to say, we can integrate data sources from third parties, our own data about viewer habits, we can do that to change our relationship with advertisers. Like, that's a company that's really embraced this idea of being a technology company, and you can see it in their results, and so, results are not coincidence in this world anymore. It's about a practice applied to data, leveraging machine learning, on a path towards AI. If companies are doing that, they're going to be successful. >> And we're going to have the tally from AMC on, but so there's a situation where they have embraced it, that they've dealt with that culture, and data has become foundational. Now, I'm interested as to what their journey look like. What are you seeing with clients? How they break this down, the silos of data that have been built up over decades. >> I think, so they get almost like a maturity curve. You've got, and the rule I talk about is 40-40-20, where 40% of organizations are really using data just to optimize costs right now. That's okay, but that's on the lower end of the maturity curve. 40% are saying, all right, I'm starting to get into data science. I'm starting to think about how I extend to new products, new services, using data. And then 20% are on the leading edge. And that's where I'd put AMC Networks, by the way, because they've done unique things with integrating data sets and building models so that they've automated a lot of what used to be painstakingly long processes, internal processes to do it. So you've got this 40-40-20 of organizations in terms of their maturity on this. If you're not on that curve right now, you have a problem. But I'd say most are somewhere on that curve. If you're in the first 40% and you're, right now data for you is just about optimizing cost, you're going to be behind. If you're not right now, you're going to be behind in the next year, that's a problem. So I'd kind of encourage people to think about what it takes to be in the next 40%. Ultimately you want to be in the 20% that's actually leading this transformation. >> So change it to 40-20-40. That's where you want it to go, right? You want to flip that paradigm. >> I want to ask you a question. You've done a lot of M and A in the past. You spent a lot of time in Silicon Valley and Silicon Valley obviously very, very disruptive, you know, cultures and organizations and it's always been a sort of technology disruption. It seems like there's a ... another disruption going on, not just horizontal technologies, you know, cloud or mobile or social, whatever it is, but within industries. Some industries, as we've been talking, radically disrupted. Retail, taxis, certainly advertising, et cetera et cetera. Some have not yet, the client that you talked to. Do you see, technology companies generally, Silicon Valley companies specifically, as being able to pull off a sort of disruption of not only technologies but also industries and where does IBM play there? You've made a sort of, Ginni in particular has made a deal about, hey, we're not going to compete with our customers. So talking about this sort of dual disruption agenda, one on the technology side, one within industries that Apple's getting into financial services and, you know, Amazon getting into grocery, what's your take on that and where does IBM fit in that world? >> So, I mean, IBM has been in Silicon Valley for a long time, I would say probably longer than 99.9% of the companies in Silicon Valley, so, we've got a big lab there. We do a lot of innovation out of there. So love it, I mean, the culture of the valley is great for the world because it's all about being the challenger, it's about innovation, and that's tremendous. >> No fear. >> Yeah, absolutely. So, look, we work with a lot of different partners, some who are, you know, purely based in the valley. I think they challenge us. We can learn from them, and that's great. I think the one, the one misnomer that I see right now, is there's a undertone that innovation is happening in Silicon Valley and only in Silicon Valley. And I think that's a myth. Give you an example, we just, in December, we released something called Event Store which is basically our stab at reinventing the database business that's been pretty much the same for the last 30 to 40 years. And we're now ingesting millions of rows of data a second. We're doing it in a Parquet format using a Spark engine. Like, this is an amazing innovation that will change how any type of IOT use case can manage data. Now ... people don't think of IBM when they think about innovations like that because it's not the only thing we talk about. We don't have, the IBM website isn't dedicated to that single product because IBM is a much bigger company than that. But we're innovating like crazy. A lot of that is out of what we're doing in Silicon Valley and our labs around the world and so, I'm very optimistic on what we're doing in terms of innovation. >> Yeah, in fact, I think, rephrase my question. I was, you know, you're right. I mean people think of IBM as getting disrupted. I wasn't posing it, I think of you as a disruptor. I know that may sound weird to some people but in the sense that you guys made some huge bets with things like Watson on solving some of the biggest, world's problems. And so I see you as disrupting sort of, maybe yourselves. Okay, frame that. But I don't see IBM as saying, okay, we are going to now disrupt healthcare, disrupt financial services, rather we are going to help our, like some of your comp... I don't know if you'd call them competitors. Amazon, as they say, getting into content and buying grocery, you know, food stores. You guys seems to have a different philosophy. That's what I'm trying to get to is, we're going to disrupt ourselves, okay, fine. But we're not going to go hard into healthcare, hard into financial services, other than selling technology and services to those organizations, does that make sense? >> Yeah, I mean, look, our mission is to make our clients ... better at what they do. That's our mission, we want to be essential in terms of their journey to be successful in their industry. So frankly, I love it every time I see an announcement about Amazon entering another vertical space, because all of those companies just became my clients. Because they're not going to work with Amazon when they're competing with them head to head, day in, day out, so I love that. So us working with these companies to make them better through things like Watson Health, what we're doing in healthcare, it's about making companies who have built their business in healthcare, more effective at how they perform, how they drive results, revenue, ROI for their investors. That's what we do, that's what IBM has always done. >> Yeah, so it's an interesting discussion. I mean, I tend to agree. I think Silicon Valley maybe should focus on those technology disruptions. I think that they'll have a hard time pulling off that dual disruption and maybe if you broadly define Silicon Valley as Seattle and so forth, but, but it seems like that formula has worked for decades, and will continue to work. Other thoughts on sort of the progression of ML, how it gets into organizations. You know, where you see this going, again, I was saying earlier, the parlance is changing. Big data is kind of, you know, mm. Okay, Hadoop, well, that's fine. We seem to be entering this new world that's pervasive, it's embedded, it's intelligent, it's autonomous, it's self-healing, it's all these things that, you know, we aspire to. We're now back in the early innings. We're late innings of big data, that's kind of ... But early innings of this new era, what are your thoughts on that? >> You know, I'd say the biggest restriction right now I see, we talked before about somehow, sometimes companies don't have the desire, so we have to help create the desire, create the culture to go do this. Even for the companies that have a burning desire, the issue quickly becomes a skill gap. And so we're doing a lot to try to help bridge that skill gap. Let's take data science as an example. There's two worlds of data science that I would describe. There's clickers, and there's coders. Clickers want to do drag and drop. They will use traditional tools like SPSS, which we're modernizing, that's great. We want to support them if that's how they want to work and build models and deploy models. There's also this world of coders. This is people that want to do all their data science in ML, and Python, and Scala, and R, like, that's what they want to do. And so we're supporting them through things like Data Science Experience, which is built on Apache Jupiter. It's all open source tooling, it'd designed for coders. The reason I think that's important, it goes back to the point on skill sets. There is a skill gap in most companies. So if you walk in and you say, this is the only way to do this thing, you kind of excluded half the companies because they say, I can't play in that world. So we are intentionally going after a strategy that says, there's a segmentation in skill types. In places there's a gap, we can help you fill that gap. That's how we're thinking about them. >> And who does that bode well for? If you say that you were trying to close a gap, does that bode well for, we talked about the Millennial crowd coming in and so they, you know, do they have a different approach or different mental outlook on this, or is it to the mid-range employee, you know, who is open minded, I mean, but, who is the net sweet spot, you think, that say, oh, this is a great opportunity right now? >> So just take data science as an example. The clicker coder comment I made, I would put the clicker audience as mostly people that are 20 years into their career. They've been around a while. The coder audience is all the Millennials. It's all the new audience. I think the greatest beneficiary is the people that find themselves kind of stuck in the middle, which is they're kind of interested in this ... >> That straddle both sides of the line yeah? >> But they've got the skill set and the desire to do some of the new tooling and new approaches. So I think this kind of creates an opportunity for that group in the middle to say, you know, what am I going to adopt as a platform for how I go forward and how I provide leadership in my company? >> So your advice, then, as you're talking to your clients, I mean you're also talking to their workforce. In a sense, then, your advice to them is, you know, join, jump in the wave, right? You've got your, you can't straddle, you've got to go. >> And you've got to experiment, you've got to try things. Ultimately, organizations are going to gravitate to things that they like using in terms of an approach or a methodology or a tool. But that comes with experimentation, so people need to get out there and try something. >> Maybe we could talk about developers a little bit. We were talking to Dinesh earlier and you guys of course have focused on data scientists, data engineers, obviously developers. And Dinesh was saying, look, many, if not most, of the 10 million Java developers out there, they're not, like, focused around the data. That's really the data scientist's job. But then, my colleague John Furrier says, hey, data is the new development kit. You know, somebody said recently, you know, Andreessen's comment, "software is eating the world." Well, data is eating software. So if Furrier is right and that comment is right, it seems like developers increasingly have to become more data aware, fundamentally. Blockchain developers clearly are more data focused. What's your take on the developer community, where they fit into this whole AI, machine learning space? >> I was just in Las Vegas yesterday and I did a session with a bunch of our business partners. ISVs, so software companies, mostly a developer audience, and the discussion I had with them was around, you're doing, you're building great products, you're building great applications. But your product is only as good as the data and the intelligence that you embed in your product. Because you're still putting too much of a burden on the user, as opposed to having everything happen magically, if you will. So that discussion was around, how do you embed data, embed AI, into your products and do that at the forefront versus, you deliver a product and the client has to say, all right, now I need to get my data out of this application and move it somewhere else so I can do the data science that I want to do. That's what I see happening with developers. It's kind of ... getting them to think about data as opposed to just thinking about the application development framework, because that's where most of them tend to focus. >> Mm, right. >> Well, we've talked about, well, earlier on about the governance, so just curious, with Madhu, which I'll, we'll have that interview in just a little bit here. I'm kind of curious about your take on that, is that it's a little kinder, gentler, friendlier than maybe some might look at it nowadays because of some organization that it causes, within your group and some value that's being derived from that, that more efficiency, more contextual information that's, you know, more relevant, whatever. When you talk to your clients about meeting rules, regs, GDPR, all these things, how do you get them to see that it's not a black veil of doom and gloom but it really is, really more of an opportunity for them to cash in? >> You know, my favorite question to ask when I go visit clients is I say, I say, just show of hands, how many people have all the data they need to do their job? To date, nobody has ever raised their hand. >> Not too many hands up. >> The reason I phrased it that way is, that's fundamentally a governance challenge. And so, when you think about governance, I think everybody immediately thinks about compliance, GDPR, types of things you mentioned, and that's great. But there's two use cases for governance. One is compliance, the other one is self service analytics. Because if you've done data governance, then you can make your data available to everybody in the organization because you know you've got the right rules, the right permissions set up. That will change how people do their jobs and I think sometimes governance gets painted into a compliance corner, when organizations need to think about it as, this is about making data accessible to my entire workforce. That's a big change. I don't think anybody has that today. Except for the clients that we're working with, where I think we've made good strides in that. >> What's your sort of number one, two, and three, or pick one, advice for those companies that as you blogged about, don't realize yet that they're in the software business and the technology business? For them to close the ... machine intelligence, machine learning, AI gap, where should they start? >> I do think it can be basic steps. And the reason I say that is, if you go to a company that hasn't really viewed themselves as a technology company, and you start talking about machine intelligence, AI, like, everybody like, runs away scared, like it's not interesting. So I bring it back to building blocks. For a client to be great in data, and to become a technology company, you really need three platforms for how you think about data. You need a platform for how you manage your data, so think of it as data management. You need a platform for unified governance and integration, and you need a platform for data science and business analytics. And to some extent, I don't care where you start, but you've got to start with one of those. And if you do that, you know, you'll start to create a flywheel of momentum where you'll get some small successes. Then you can go in the other area, and so I just encourage everybody, start down that path. Pick one of the three. Or you may already have something going in one of them, so then pick one where you don't have something going. Just start down the path, because, those building blocks, once you have those in place, you'll be able to scale AI and ML in the future in your organization. But without that, you're going to always be limited to kind of a use case at a time. >> Yeah, and I would add, this is, you talked about it a couple times today, is that cultural aspect, that realization that in order to be data driven, you know, buzzword, you have to embrace that and drive that through the culture. Right? >> That starts at the top, right? Which is, it's not, you know, it's not normal to have a culture of, we're going to experiment, we're going to try things, half of them may not work. And so, it starts at the top in terms of how you set the tone and set that culture. >> IBM Think, we're less than a month away. CUBE is going to be there, very excited about that. First time that you guys have done Think. You've consolidated all your big, big events. What can we expect from you guys? >> I think it's going to be an amazing show. To your point, we thought about this for a while, consolidating to a single IBM event. There's no question just based on the response and the enrollment we have so far, that was the right answer. We'll have people from all over the world. A bunch of clients, we've got some great announcements that will come out that week. And for clients that are thinking about coming, honestly the best thing about it is all the education and training. We basically build a curriculum, and think of it as a curriculum around, how do we make our clients more effective at competing with the Amazons of the world, back to the other point. And so I think we build a great curriculum and it will be a great week. >> Well, if I've heard anything today, it's about, don't be afraid to dive in at the deep end, just dive, right? Get after it and, looking forward to the rest of the day. Rob, thank you for joining us here and we'll see you in about a month! >> Sounds great. >> Right around the corner. >> All right, Rob Thomas joining us here from IBM Analytics, the GM at IBM Analytics. Back with more here on theCUBE. (upbeat music)
SUMMARY :
Build Your Ladder to AI, brought to you by IBM. Good to have you with us this morning. Dave, great to see you as well. and where you sit in terms of that ladder And what you see today is a bunch of examples I mean, or a must-have. onto that ladder back to the company. So a lot of customers that I talk to And so, I think companies are starting to get there to be the hard part, Rob, I'd like you to comment You fast-forward to what we're talking about today, and it's kind of taking some of the gut But we're heading more towards what you described for sure. Now, I'm interested as to what their journey look like. to think about what it takes to be in the next 40%. That's where you want it to go, right? I want to ask you a question. So love it, I mean, the culture of the valley for the last 30 to 40 years. but in the sense that you guys made some huge bets in terms of their journey to be successful Big data is kind of, you know, mm. create the culture to go do this. The coder audience is all the Millennials. for that group in the middle to say, you know, you know, join, jump in the wave, right? so people need to get out there and try something. and you guys of course have focused on data scientists, that you embed in your product. When you talk to your clients about have all the data they need to do their job? And so, when you think about governance, and the technology business? And to some extent, I don't care where you start, that in order to be data driven, you know, buzzword, Which is, it's not, you know, it's not normal CUBE is going to be there, very excited about that. I think it's going to be an amazing show. and we'll see you in about a month! from IBM Analytics, the GM at IBM Analytics.
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Girls in Tech with Tara Chklovski & Anar Simpson | CUBEconversation
(electronic music) >> Hello and welcome to the Cube conversation. I'm John Furrier here in the Palo Alto studios with two great guests, Tara Chklovski, who is the founder and CEO of Iridescent and Anar Simpson, global ambassador of Technovation. First, thanks for coming in today. I appreciate moving your schedules around to come in. Thanks for coming into our studio. >> You bet, yeah. >> So Sundar Pichai was at your event. That's the big story this past week has been the Google memo from a low level employee who wrote some things that got the whole world shaking around gender biases, role of women in tech, and as we do a lot of women in tech as you know at the Cube. Hundreds and hundreds of women in over the years, friends, and also smart people. This is a pretty big moment for you guys. You had an event at Google. Sundar canceled his all hands meeting to address this under fear of retaliation and safety but came to your event on the Google campus. Surprising to many, as written up on VCode and the Verge. Pretty notable. So tell us about what happened. >> So this was the 2017 Technovation world pitch competition and the award ceremony and Sundar came and he talked to a lot of the girls who were presenting their ideas to solve problems in their community and then he had a little bit of a one on one conversation to learn a little bit more about the kinds of problems, their interest in technology, entrepreneurship, and then he addressed the crowd of 900 plus supporters and really reemphasized that there's a place for women in technology, and more importantly, for him and Google, that there's a place for these girls at Google. >> Talk about your mission. >> Right, so Technovation's mission is to empower girls to become technology entrepreneurs and it's much more than just learning how to code. It's really about telling girls that if there's a problem in their community, technology can help them have a very powerful voice. We've been running for eight years and Anar is our global ambassador who has helped us grow to more than 100 countries, but Technovation's relationship with Google is eight years long. Google has supported Technovation, was the very first technology company to support Technovation way before any other company saw the potential and since then, since 2010, Google has provided funding, mentors, spaces, not just across the U.S. but globally. >> Is it beyond entrepreneurship and beyond coding? Talk about specifically what you guys are bringing to folks outside of Silicon Valley. >> Oh, sure, so my role as the global ambassador for Technovation is really getting to girls all over the world and saying to them, you need to be engaged in technology. And what we found, as Tara mentioned, we've been doing this now, I've been doing this now for five years, is that we're building a movement. We're bringing in girls, we're bringing in mentors, we're bringing in companies and governments together to make this a reality for girls in tech careers in their own countries. >> What's some examples during your life when you had those kind of change moments? >> I think Iridescent, we are now in our 12th year, and every couple of months, it's a change moment because it's a test of grit and just believing in yourself because I started it with just an idea and grew it to be an organization that's all over the world and it doesn't come with just full hearted focus and a lot of courage is what I've seen, I think. I've also seen that how much you are passionate about an idea really swings how the other person is thinking and so the idea only matters so much, I think, of course I mean the track record and everything has to be there, but I think a lot of it depends on your own passion for it and I think I've come to realize that passion is maybe proportional to the complexity and the impact of the problem you're trying to solve, so if you're only trying to solve a small problem, you lose interest in two years. And maybe that's why, I'm always curious, like why do so many start ups fail after two or three years? It's because maybe you came in not thinking that you're going to change the world, maybe you came in because you wanted to make quick money or exit or whatever and so I think for me, it's this is my life's work and we want to bring more underrepresented communities into innovation, and so it's not something that is going to be solved easily. >> Let's get back to the Sundar event that you guys were at because I think it's a good conversation to have because one of the things that came out of the brouhaha that became that memo really was a conversation publicly. Now, it's been polarized here. There's just kind of a hate kind of mindset with it most of the time, plenty of stuff on the internet to go read through but there was actually some good conversations in the industry. What was the conversation like during the event because this was in full conversation mode while you guys were having your 2017 world pitch competition, which he presided over and had a speech to the entrepreneurs. What was it like? What were some of the conversations that were taking place? >> I think the most powerful piece of the whole evening was really the girls walking in and seeing the incredible diversity that we have in this world, right? So we had girls from and mentors and supporters from over 30 countries and just them coming and waving the flags and different faces and different cultures all trying to make the world a better place, I mean it's rare that you see that using technology and I think it's very fitting that Silicon Valley is the center of this, but I think there was not one dry eye in the group because you realize, the conversation is so much bigger than one company, one country. It is something that affects us as all human beings and you're believing in human potential so I think seeing these young girls, some of them 10 years old, there was this, I think, maybe the crowd's favorite was these 10 year old girls from Cambodia who want to improve the lives of these people working in cottage industries, right, and they created an app like say Etsy or something, but focused on Cambodian products and the courage of these little girls, I think everybody walks away feeling, okay there's hope. Even in the midst of all of this discussion. >> Yeah it creates a lightning rod in some ways and hopefully it will move on to the substantive conversations. How do you guys feel about what happened and as you take this mission forward? You guys are doing some amazing work, we'll do a whole nother segment, I think, that's on that in a minute, but given the landscape now, how do you view this and how are you talking with friends and colleagues and family members around it because I've certainly had conversations with my friends, certainly on the east coast, like no, no, that's not the way Silicon Valley is. Google actually is a very cool company, it's not exactly like what you think it is. They're very open. They support a lot of great initiatives and they're candid. And then I go on and explain, it's like a university, serene little area, have this little ecosystem, that they've kind of built a university culture, if you will. But it is open and there's things that happen that get misrepresented and that was my take. That's for the folks that filmed at Silicon Valley. But what's your take? What do you think about what's happening? >> So this is really, really good that you brought up the university campus environment. So I have two girls. They're both millennials and they're both in the tech world and we have this discussion and here is the perfect answer, right. So one of my daughters, Kat, she said that when she read that, she thought it was basically a gathering of his thoughts and it was a gathering of his thoughts because he was probably asked to adhere to I&D staff that's going on in every company right now, right, and so it was a little bit of a, wait a second, you know. He wants to sort of respond to his being asked to go to I&D staff and then Katia said, but you know mom, it was just a gathering of his thoughts and this is an essay, and it was a poorly written one, and if I was grading it, I would give him a C minus. Then my older daughter said-- >> Host: I would have given him an F on that one. She's generous. >> Because he did, he tried to make it very professional and very academic and she said but it was a first draft, he has not, he didn't proceed to toughen it up, solidify it, find more evidence, have it critiqued. It was just a gathering of his thoughts and he hasn't gone through the presses and both these girls graduated from Berkeley and so I think they would know what a C paper looks like versus an A paper. And then my older daughter said, and the other thing is, you know, it's not like I&D efforts are actually bad but what we're trying to do is we're trying to condense the time in which we're trying to get women at equal pairing in the tech world. Now, you know women have never been at equal pairing in many professions. They were not enough doctors, lawyers, accountants, you name it, right? Main Street, Wall Street has never had equality. And now we're looking at technology and the reason everything just flairs up in technology is because we live in today's world where news and information is available all the time. So there's two things going on. Information is readily available. People can come into the conversation very quickly and whenever anything happens in Silicon Valley, the effect is massive because all eyes are on Silicon Valley all the time. So it's a bit of a distorted view but we have gone through this. It took a long time for women to become astronauts. It took a long time for women to become neurosurgeons. It took a long time for women to become lawyers and dentists. It will take a little bit of time for women to become top technologists, but we're hoping that it'll shorten and things happen quickly in the valley and we're trying to get that quicker and so we're seeing a little bit of friction. This is responses from millennials so for me, it was like, yes. >> Host: Interesting perspective. >> Yes, great perspective, and when Sundar said these things at the world pitch, I was sitting in the second row and every time he said something I would clap real loud and Todd said, why are you being so good and I said I need to hear that, I need to hear him say that because-- >> Host: What did he say that moved you? >> Oh he just said, you know you have a place in technology and I said yes, we needed to hear you say that right away, all the time and especially to these girls, these eight to 18 year old girls, and all of the ones that come from 100 countries that weren't at Google but were listening to the live pitch. >> We seem to be going back to a crowd that wants to see respect for the individual and citizenship. These were company values at Hewlett Packard, when I was there, that I always remembered was unique. They go hey, you can have differences, but if you have respect for the individual and you have a citizenship mindset. That seemed to have been lost in tech. With this whole movement you see and win at all costs, being an asshole is what you got to do to be a CEO or flip it fast or bros program, so it became a very selfish environment. It seems to be shifting now, with this conversation. Your thoughts? >> So I have to say, doing a start up is not easy. Getting successful in this world is not easy. Shaking the status quo is not easy, so I have to say that the same people, and we're not going to name names, but the same people who are very arrogant and have little respect for the laws and rules, they have given us products that are changing peoples' lives. There is no question about it. Without their bravado, without their I don't care, I'm just going to go over you if you don't comply with me, a lot of ride sharing wouldn't even have happened, and to me, when you provide employment, when you provide alternative services, when you provide something that takes away the way things were, I see that as a plus. I think what we're seeing is that's needed to a certain extent and then you realize, okay now we have to get back to growing it and working it and if you keep going in that mode, you probably won't succeed. >> So being tough and determined and having grit is what you need to break through those walls as a start up. You don't need to be necessarily a jerk, but your point is if you're creating value. >> If you're creating value, and that sometimes you actually have to be a jerk because there are very few brave, non-jerk people who have gone against a big unions and big monopolies. Right, you and I, I would not be able to go against the taxi commission. You need somebody who is a complete a-hole to do that. And he did that and it made a difference. He doesn't have to continue to do that and that's the point. >> There's a meme going around on the internet, if you want to make friends, sell ice cream. >> Exactly! >> So you cannot always win friends when you're pioneering things. >> And you know, there is a balance and maybe we've fostered the fact that you need to be that attitude for everything and that's not true so the pendulum shifted a bit too much but I think that we shouldn't scorn them because really they have made a difference, let's just let everybody get back to-- >> Its a tough world out there to survive and you have to have that kind of sharp elbows to make things happen and it's the value you're providing is how you do it. >> Exactly. >> Well it's no secret to the folks that know me and watch The Cube and know the Silicon Valley that I'm a huge proponent for computer science and, you know, as someone who kind of fell into that in the '80s, it's now become very interesting in that the surface area for computer science has increased a lot and its not just coding and heads down and squashing bugs and writing code. There's been a whole nother evolution of Soft Scales, Agile, Cloud, you've seen a full transformation with the potential unlimited compute available, with mobile now 10 years plus into the iPhone you see new infrastructure developing so it creates the notion that, okay, you can bring the science of computers to a whole nother level. That must be attractive as you guys have that capability to bring that to bear in the programs. Can you guys comment on how you guys see just the role of computer science playing out and this is not a gender thing, this is more of, as I have a young daughter I try to say, it's not just writing code, you could certainly whip out a mobile app, but it's really bringing design to it or bringing a personal passion that you might have, so what are some of the patterns you're seeing in the surface area of what's now known as computer science? >> I think it's super important because as technology has progressed, we've been able to provide this program. If we were still programming in front of screens and doing the what you see is what you get kind of thing without, we would not be there. I think the big thing that's happened in the last 10 years is the mobile phone. I mean, if you find a girl anywhere today in the world, chances are she'll have a mobile phone on her and she's going to be loathe for you to take that one thing from her. You could take other things from her, but try taking that phone away from her. She will not let you. And so the fact that she's so attached to that mobile phone means that you can then tell her, hey, you don't have to be just a consumer of that thing, you can be a producer of that thing. Anything that you see on there, you can actually design. This is power. This is your thing to good and great and better. And if we can shift that in their minds that this is their link to the world that's wide open, we're seeing that. >> Well the world is consumed by it. I mean, a lot of women in the world will be consumers of product, certainly with AI, the conversation over the weekend I was having with folks as the role of women is super important not just in AI, but as software becomes cognitive, you have to align with half the audience that's out there. Must be hard for a guy to program something that's going to be more oriented towards women, but it brings up the question of application and whether it's self driving cars or utility from work to play and everything in between, software and the role of software is going to be critical and that seems to be pretty clear. Question is how do you inspire young girls. That's the question that a lot of fellow males that I talk to who are fathers of daughters and who are promoting women in tech and see that vision. What are some of the inspiration areas? How do you really shake the interest and how do you have someone really kind of dig in and enjoy it and taste it and feel it? >> So there is some research to back what the formula is that works to drive change in behavior and so there is, one of the biggest names in cognitive psychology is Albert Bandura. He's a professor at Stanford. But basically it's the same principles that drive, say, the addiction from alcohol or weight loss or any kind of new behavior change. So the first is you need to have exposure to someone whom you respect showing that this is something of meaning, and so the key words are someone you respect, right? And so media can play a very big role here, for scale, right, otherwise it's only maybe a teacher or a parent and if they're not exposed to technology they can't really affect your... And so media can play a huge role there. Second is the experience itself, like how do you make it easy to get started. And then it's like learning from video games, so you make it very, very easy, like the first step is just come over here, it'll be fun, there's pizza, come, right, like your friends are coming, but then the feedback has to be very fast, so the first step, and that's where your good curriculum matters. So that's where also working on a mobile phone is very appealing even though maybe apps is not-- >> Host: It's relatable. >> It's relatable but the feedback is instantaneous and so the programming language that the girls use is block based so even though you don't have any prior programming background, you can still build a working app, so that's critical. Then human beings get tired very easily and so the feedback needs to keep changing. It has to be unpredictable. The third piece is that of expectations. Sou have to have very high expectations and so that's why this current discussion around cognitive differences in gender, I feel is missing the point, because it's not what you're born with, what are you capable of? And so if we looked at our genetics, we would never go to space, we would never go to the deepest parts of the ocean, because we're not meant for that. But we had really high visions and expectations and so human beings rose to that. And then the last piece is less relevant in developing countries but it's still important, so it's sort of the human energy. We're not a brain disassociated from the body, we're connected, right? And so if you're hungry and tired and sleepy, not the right time to sort of make a dramatic change in you interests, so this is relevant like for us, we tried to figure out which countries are we going to work in, so post-conflict, war-torn areas are not the best areas to start a new program in. You need the right-- >> So you're saying the biological argument of, of course they're different, men and women, but it's the capability, that's where people are missing the boat. >> And the support system. So have high expectations, provide them with the right support, but the most important thing is your own beliefs in that. >> Let's get your thoughts on that 'cause I think you guys have a great program with Technovation, you mentioned mentors. Key part of the formula most likely. What we here, in the conversation I've had with women here has been, there's a real call to arms at the executive level now, folks my age in the 50s who made it, who were there, succeeding, they really want to give back and they really have recognized the value of having that peer mentorship and then inspiring the young generation, whether it's part of the things that we cover like Grace Hopper or Technovations, things that you do, or even just mentoring in their own communities. What does that mentorship look like that you guys see that you'd like to see double down on or areas you'd like to see tweaked or perceptions that need to change? What's your thoughts on mentorship and the role of inspiring young girls? >> Mentorship from men? >> Host: Men and women, I mean... >> From both? >> Well I see the mentorship with women, as that's the first step. I have a whole nother conversation, in my opinion, about the men needing training, not just like go to class and learn how to talk but how to empathize. >> Well my big thing has been that when you wanted to encourage women up the ladder in your companies or you wanted to encourage women to actually get in to technical roles, that intent should not be placed in the CSR department of your organization 'cause that speaks volumes, right? To say oh, well that's in the social responsibility department or the HR, that just says, okay, so you're not really, you don't think we're capable of helping you with your product or service, we're sort of part of this, and it's like, no. So I think you want to mainstream it, which is what a lot of I&D things are trying to do now. >> Host: Inclusion and diversity. >> Inclusion and diversity. >> To make it part of the fabric, not a department checkbox. >> Exactly. >> That's what you're getting at. >> Exactly and the involvement of these departments, to include everybody and to make it more diverse is going to be not frictionless. It will be friction until a time where it won't even be necessary. I&D departments should have one goal which is to work themselves out of a job. If they can work themselves out of a job, then the company would have done what it needs to be done, but I think-- >> Meaning it's self sufficient, it's self governing, people are humans, it's respect for individuals. I mean this just basically comes down to, if you look at it as humans, it takes it, every conversation could be tabled, that's what? There's a person on the other side, it's a human being, not a woman or a white male or whatever. They're not there yet, but I mean certainly that would be the endgame, so in that scenario, that department's out of business, the I&R, the inclusion and diversity department, has done its job. >> Exactly, you don't need one because you know you're okay. And I think capabilities is really important in corporations and this isn't anybody's fault, this is just how it's been done. This has just been the culture of it. Who gets invited to which meetings. Who gets invited to which conferences. And so we heard the CEO of YouTube, Susan Wojcicki saying, you know, she had to sort of elbow a little bit to say hey, why am I not allowed at a certain conference and it's like, maybe just wake up to that and say why aren't you involving more people at conferences and think tanks because, you know, I come from an oil and gas background and people used to do a lot of deals on the golf course 'cause oil and gas people play golf a lot and a lot of deals used to happen, well in the Valley we don't play golf a lot but we do do other things, conferences or get togethers, and if you don't include the people in your team as groups or representationally, well they're not going to be there when you make these decisions so maybe just be a little bit-- >> Exclusionary is a problem and Kleiner Perkins was taken to task, they had ski trips apparently planned and they did all mostly guys and they didn't invite the women part, there was a big scandal. This is where they make that, it's a normative thing and they've got to change the norms. >> Change the norms and if you actually want your company which is made of all kinds of people to move really far ahead, don't be like that. Include everybody because the only goodness about that is you'll go forward. If you don't include somebody, well you're going to hurt them. >> I want to add to that. So there's quite a bit of data. So the patterns are not anything different from what the message girls get from school and parents. So if you look at the data there are 100 countries that legally discriminate against women and so what message industry is telling, is really, firstly it doesn't filter through to the larger population. Silicon Valley is a completely different problem, but overall, the messages girls are given is like, this is not for you, and so especially in some of the most populous, dense countries of the world. And so we have to fight a lot of these kinds of perceptions from the ground up and the number one gatekeeper is the father and so a key part of what we've now done to date is to provide education and training to the parents because there's a very moving story that we work in a remote town in south India and a mentor who's very dedicated has been trying to get these girls to participate in Technovation. He did that and then one girl was actually offered a job but the father kept saying no, not needed, no girl in my family ever needs to work, but he fought it and so the girl actually gets a job. And then a year later, the father calls the mentor and said, you know what, I'm so grateful that you did it because a day after she got the job, I got hit in an accident and I lost my job, but it's these kinds of perceptions that have to be changed one person at a time which is what makes this very hard, unless you actually are able to get the media to change the messaging and I think in the U.S., which is, there's some very interesting studies and a question, right, like if you were to think, would there be more women in STEM in poorer, developing countries versus richer, highly developed countries. Where would you see more women in STEM? The answer is actually the women in the poorer countries like Iran, Malaysia. The reason is because in an individualistic society like in the U.S., where there's a lot of emphasis on materialistic but it's also about are you happy. The conversation has changed from parents telling children and do what makes you happy and then you are very prone to advertising and advertising works when it's highly targeted and highly gendered. And so in the 60s, there was no such thing as pink and blue. Now there is pink and blue. And so now we just made our entire society entirely susceptible to advertising. And girls are passive and complaint and boys are aggressive and so then when you're looking at the board structures, it's very, very hard to fix the problem right there. You have to go down deeper because you don't get leaders who are complaint. Maybe secretaries are compliant. But you have to fix the message that teachers give girls, that parents give their baby girls when they are born, and so industry is just sort of in the spotlight right now but the issue is not that of industry, I think it's also that of society. >> Industry, if you look at what Sundar is supporting you guys it's interesting that this industry seems to chipping and certainly Silicon Valley is a little different as you said, but in general, it is a cultural parent thing. Any plans there with Technovations to have a parent track? >> Yes, totally. I mean, I think, right now, 10% of parents actually volunteer to be mentors, kind of like girl scout troop leaders, and so we are trying to figure out, okay, what is a way to involve parents and to make them part of the discussion? >> Tara, Anar, thanks so much. This is The Cube conversation here in Palo Alto. I'm John Furrier. Thanks for watching.
SUMMARY :
I'm John Furrier here in the Palo Alto studios that got the whole world shaking around gender biases, and he talked to a lot of the girls and it's much more than just learning how to code. Talk about specifically what you guys are bringing for Technovation is really getting to girls and grew it to be an organization that's all over the world Let's get back to the Sundar event that you guys were at and the courage of these little girls, but given the landscape now, how do you view this and so it was a little bit of a, wait a second, you know. Host: I would have given him an F on that one. and the other thing is, you know, and all of the ones that come from 100 countries and you have a citizenship mindset. and to me, when you provide employment, and having grit is what you need and that sometimes you actually have to be a jerk There's a meme going around on the internet, So you cannot always win friends and you have to have that kind of sharp elbows in that the surface area for computer science and she's going to be loathe for you and that seems to be pretty clear. and so the key words are someone you respect, right? and so the feedback needs to keep changing. but it's the capability, but the most important thing is your own beliefs in that. that you guys see that you'd like to see double down on Well I see the mentorship with women, So I think you want to mainstream it, and to make it more diverse is going to be that department's out of business, the I&R, and think tanks because, you know, it's a normative thing and they've got to change the norms. Change the norms and if you actually want your company and so industry is just sort of in the spotlight right now that this industry seems to chipping and to make them part of the discussion? This is The Cube conversation here in Palo Alto.
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Tara Chklovski, Iridescent & Anar Simpson, Technovation | Part 1 | CUBE Conversation Aug 2017
(upbeat music) >> Hello and welcome to theCUBE Conversation. I'm John Furrier here in the Palo Alto Studios, with two great guests, Tara Chklovski, who's the founder and CEO of Iridescent, and Anar Simpson, Global Ambassador of Technovation. Thanks for coming in today. Appreciate moving your schedules around to come in. Thanks for coming to our studio. >> You bet, yeah. >> So Sundar Pichai was at your event. That's the big story this past week. There's has been a Google memo from a low level employee who wrote some things that got the whole world sharking around gender biases, role of women in tech. We do a lot of women in tech as you know in theCUBE, hundreds and hundreds of women over the years, friends, and also smart people. This seem a pretty big moment for you guys. You had an event at Google. Sundar canceled his on-hands meeting to address this, under fear of retaliation and safety, but came to your event on Google Campus, surprising to many. It's written up on Recode and The Verge. Pretty notable. So tell us about what happened. >> So, yeah, this was the 2017 Technovation World Pitch Competition and the awards ceremony. And Sundar came and he talked to a lot of the girls who were presenting their ideas to solve problems in their community, and then he had a little bit of a one-on-one conversation to learn a little bit more about the kinds of problems, their interest in technology entrepreneurship, and then he addressed the crowd of 900 plus supporters, and really emphasized that there's a place for women in technology, and more importantly, for him and Google, that there's a place for these girls at Google. >> Great timing for you guys too. And I want to drill more into what happened but I want to just point out this was a scheduled stop for Sundar in terms of it. You guys have a program called Technovation which was a 2017 World Pitch, folks around, you're the Global Ambassador, take a minute to talk about what Technovation is. Why was it on Google's Campuses? What was it all about? What does Global Ambassador mean? Talk about your mission. >> Right, so Technovation's mission is to empower girls to become technology entrepreneurs and it's much more than just learning how to code. It's really about seeing girls and telling girls that if there's a problem in their community, technology can help them have a very powerful voice. We've been running for eight years and Anar is our Global Ambassador who's helped us grow to more than a hundred countries. Technovation's relationship with Google is eight years long. Google has supported Technovation, was the very first technology company to support Technovation way before any other company saw the potential. And since then, since 2010, Google has provided funding, mentors, spaces, not just across the US but globally. And so this year, it was a year long worth of relationship made with code which is their arm focusing on gender equality. They basically provided funding but made this event possible at Google headquarters. >> Anar talk about the Global Ambassador role you have, and kind of comes down to the question for Tara as well, is it beyond entrepreneurship and beyond coding? I mean talk about specifically what you guys are bringing to folks outside the Silicon Valley. >> Oh sure, so my role as the Global Ambassador for Technovation is really getting to girls all over the world and saying to them you need to be engaged in technology. And what we found, as Tara mentioned, we've been doing this now, I've been doing this now for five years, is that we're building a movement. We're bringing in girls, we're bringing in mentors, we're bringing in companies and governments together to make this a reality for girls in tech careers in their own countries. And I want to go back and address Google's relationship with Technovation a little bit more because this is more of an anecdote. I got into Technovation not willingly. Six years ago I had a start-up, it was called Parallel Earth, and I was working hard at it. And I was using the offices at Mozilla because they allow people to do that, you know people like me to work there. And one day somebody sent me a note, it just came on the internal email system, and they said, "You're a woman, you're in tech, "there's an event going on at Andreessen Horowitz "where the luminaries of the Valley are going to be talking." And so the luminaries were Mary Samayo who was at Google at that time, Freada Kapor Klein, Padma Ashriwurier , and I think that there was two other people. And so we went to this event and we sat in a packed room at Andreessen Horowitz. And these women, the luminaries at the Valley at that time, each one of them stood up and told us their story, and afterwards they fed us hors d'oeuvres and offered us wine. And then they said before you go, we have one to ask of you which is could you sign up to be a mentor for Technovation. And I thought to myself, no, I am like over my head in my own company. I don't even have time for myself. And they asked, be a mentor, it's just two hours a week for 12 weeks. And I thought to myself, oh God, man, I drank their wine, I ate their hors d'oeuvres, I listened to them and now how can I say no? And so I signed up. And it was a stretch for me because what happened at that time, the curriculum was still being delivered by a person. And so I've been assigned to the Google Campus in Mountainview. And somebody in engineering at Google had been able to get a room, a very small conference room. And so for 12 weeks I met this team of girls from Mountainview, and there were other mentors like me, and then there was a whole bunch of girls from Sequoia High School. And John, in that 12 weeks, I was a changed woman. Those five girls, they blossomed under me. When I met them, I said to them, "I'm here, I am a type A, this is a competition." >> "I signed up for the Andreessen Horowitz--" >> Exactly, exactly. "Listen, I got my own star, "but we're going to win, this is a competition." So they just rolled their eyes at me, like, who the heck she is, we don't even want to be here. >> John: They draw the short straw on this one. >> Exactly. But those 12 weeks changed my life. >> John: In what way, what way did it change your life? >> I have a degree in Computer Science. I have a Master's in Communication. I went to Stanford for innovation and entrepreneurship. So I've been in the field for a very long time. And what I saw in terms of the curriculum, what I saw in terms of the mentorship, what I learned about design thinking and being able to create an app, I never had that. When people like me, we go in to a university, and doing computer, we never had that kind of stuff. And I thought, oh my God, if I'd had that, I would be, like, soaring the skies right now. And to have girls who really came to this table with nothing, and you see them becoming graphic designers because they had a little bit of access to Microsoft Paint, someone who has the ability to do PowerPoint, one girl, in my team of five, almost never showed up, she was late, she never came, and then two sessions before the Pitch, she showed up and she realized, have we've gone so far without her. So here's what she did, she took that little graphic that that woman who'd done it in Paint, and she got her mom and they went to some t-shirt shop, and they got that graphic printed. And the next time she came, there were five t-shirts that said the name of our team which was Intoxication Station, and one for me. And then it turns out she's a really good speaker. Who knew? So she almost never came, brought these shirts, was the speaker for the group, and we won the local competition and then the next one, then we placed second in the finals. >> She came in, contributed with a t-shirt, and graced you the back end, won the trust of the group, ended up being the speaker and winning the award. >> Yes, they grew, they literally, you know if you take a time lapse and you see a flower blossom, that's exactly what happened. >> Tara talk about your credentials 'coz you have a Ph.D. >> So I have a, yeah, Bachelor's in Physics, and Master's in Aerospace, and I was in the Ph.D. program in Aerospace but I dropped out because I wanted to start Iridescent. >> That's good. Dropping out of Ph.D. has a good track record. A lot of folks who dropped out of Stanford includes some of the big names we now know. What's some examples during your life when you had those kind of changed moments? >> I think, Iridescent, we are now in our 12th year. Every couple of months it's a changed moment because it's a test of grit. And just believing in yourself because I mean, I started with just an idea and grew it to be an organization that's all over the world. And it doesn't come with just full-hearted focus. A lot of courage is what I've seen. I have also seen how much you are passionate about an idea really swings how the other person is thinking. And so the idea only matters so much, I think, of course, I mean, the track record and everything has to be there, but I think a lot of it depends on your own passion for it, and I've come to realize that passion is maybe proportional to the complexity and the impact of the problem you're trying to solve. So if you're only trying to solve a small problem, you lose interest in two years, right, and maybe that's why, I'm always curious, why do so many start-ups fail after two or three years? It's because maybe you came in not thinking that you're going to change the world, maybe you came in because you wanted to make quick money, or et cetera, whatever. And so I think for me this is my life's work. And if you want to bring more and to represent the communities into innovation. And so it's not something that's going to be solved easily. >> Start-up success and then people working on teams, really is about inclusion and letting things bloom and being ready for anything. That's the greatest feat. Let's get back to the Sundar event that you guys were having. Now this is a good conversation to have because one of the things that came out of the aha that became that memo, really was a conversation publicly. And now it's been polarizing. There's just some kind of a hate, hate kind of mindset with it most of the time. Plenty of stuff in the internet to go read there, but what actually are some good conversations in the industry? What was the conversation like during the event? Because this was in full conversation mode while you guys were having your 2017 World Pitch competition of which he presided over and had a speech to the entrepreneurs. What was it like? What are some of the conversations that were taking place? >> I think the most powerful piece of the whole evening was really the girls walking in and seeing the incredible diversity that we have in this world, right. So we had girls, and mentors, and supporters, from over 30 countries and just them coming and waving the flags, and different faces, and different cultures, all trying to make the world a better place. I mean, it's rare that you see that, using technology. And I think it's very fitting that Silicon Valley is the center of this. But I think there was not one dry eye in the group because you realized the conversation is so much bigger than one company, one country. It is something that affects us as all human beings, and you believing in human potential. So I think seeing these young girls, some of them 10 years old, there was this, I think, maybe the crowd's favorite was these 10-year-old girls from Cambodia who want to improve sort of the lives of these people working in cottage industries, right. And they created an app, like, say, Etsy or something, but focused on Cambodian products, and the courage of these little girls, I think everybody walks away feeling okay there's hope even in the midst of all of this discussion. >> It creates a lightning rod in some ways that hopefully will move on to the substantive conversations. How do you guys feel about what happened as you take this mission forward? You guys are doing some amazing work. And we'll do a segment on that in a minute, but given the landscape now, how do you view this? How are you talking with friends and colleagues and family members around it? Because I certainly had conversations with my friends certainly in the east coast, like, "No, no, that's not the way Silicon Valley is." Google actually is a very cool company. It's not what you think it is. They're very open. They support a lot of great initiatives. And they're candid. And then I go on and explain. It's like a university. So me and Larry have this little ecosystem that they've kind of built the university culture if you will. But it's open and there's things that happened that get misrepresented. That was my take for the folks who don't know Silicon Valley. But what's your take? What do you think about what's happened? >> So this is really, really good that you brought up the university campus, environment of it. So I have two girls, they're both millennials, and they're both in a tech world. And we had this discussion. And here is the perfect answer, right. So one of my daughters, Kat, she said that when she read that, she thought it was basically a gathering of his thoughts. And it was a gathering of his thoughts because he was probably asked to adhere to I&D stuff that's going on, in every company right now, right. And so he was like a little bit of a, wait a second, he wants to sort of, respond to his being asked to go to I&D stuff. And then Katya said, "But you know mom, "it was just a gathering of his thoughts. "And if this is an essay, and it was a poorly written one, "and if I was grading it, I would give him a C minus." Then my older daughter said-- >> John: Oh, she'll give him an F on that one. >> Right. >> John: C minus, she's generous. >> No, because he did. He tried to make it very professional and very academic. And she said but it was a first draft. He didn't proceed to toughen it up, solidify it, find more evidence, have it critic. It was just a gathering of his thoughts and he hasn't gone through the process. Both these girls graduated from Berkeley and so I think they would know what a C paper look like versus an A paper. And then my older daughter said, "And the other thing is, "it's not like "I&D efforts "are actually bad, "but what we're trying to do is "we're trying to condense the time "in which we're trying to get women "at equal peering in the tech world." Now women have never been at equal peering in many professions. There were not enough doctors, lawyers, accountants, you name it, right? Main street, Wall Street has never had equality. And now we're looking at technology and the reason everything just flares up in technology is because we live in today's world, where news and information is available all the time. So there's two things going on. Information is readily available. People can come in to the conversation very quickly. And whenever anything happens in Silicon Valley, the effect is massive because all eyes are on Silicon Valley all the time. So it's a bit of a distorted view. But we have gone through this. It took a long time for women to become astronauts. It took a long time for women to become neurosurgeons. It took a long time for women to become lawyers and dentists. It will take a little bit of time for women to become top technologists. But we're hoping that it'll shorten and things happen quickly in the Valley and we're trying to get that quicker. And so we're seeing a little bit of friction. This is responses from millennials. So for me it was like-- >> John: Interesting perspective. >> Yes, great perspective. And when Sundar said these things at the World Pitch, I was sitting in the second row and every time he said something I would clap really loud. And Todd said, "Why are you being so good?" And I said, "I need to hear that. "I need to her him say that because--" >> John: What did he say that moved you? >> Oh, he just said you have a place in technology. And I said yes. We needed to hear you say that right away, all the time, and especially to these girls, these two 18-year-old girls, and all of the ones that come from a hundred countries that weren't at Google but were listening to the live pitch. And I needed to hear it. I'm a veteran but I needed to hear it because-- >> It's interesting too the narrative that the millennials and certainly the younger kids hear is an echo of what comes down. And, interesting, my son who is 15, at dinner last night said, "Dad, I'm a white male. "What does that mean?" >> Poor guy. >> Then I'm like, oh my God, he's a kid. So, again, things are shifting, they're out of context. Tara your thoughts on how this all evolves and the positive things that folks can do. What's your perspective? >> Yeah, I mean, I think, I had a lot of discussion with my husband yesterday on this because he's a white male, right? And, but also we have two daughters, right. And so there's this whole he for she campaign, right. And that I think like our conversation earlier, the discussion has to be very inclusive and you cannot polarize. And I think I have to be careful because, I mean, my passion is what drives the work because the work is hard, but I have to also remind that, okay, there's a whole another segment of the population that cares, right, and, so I think it's just constantly remembering these kinds of things. I think in terms of what the industry can do, I think the normal thing is that people are doing which is really well, investing lower in the pipeline, investing in young girls, and all of that kind of stuff, and also sort of the inclusion and diversity stuff in the workforce. But I think there are some other segments, other industries that we can learn from, and I think one very unique place is actually the aviation industry. But the experimental aircraft, so we're just aviation enthusiasts, right. And so they have this gathering, yearly annual gathering, and 600,000 people come from all over the world, the thing that makes it unique and there's almost equal representation, there are two things that make it very unique. First is the family affair. And I think the tech industry has done a very good job, sort of convening these developer conferences but they are closed and most of them are 100% male, right? I think there could be something there where the, again much more than a company, that the industry has to do. And to make it maybe not commercial but do it as a fun family gathering and not in Silicon Valley. And then I think the second would be to actually lean on the veterans of the industry to share their passion with the young ones. And I think one of the problems of technology is that it's moved so fast that it has become very abstract. And nothing is very hands on. If you open up something, you will not understand anything. And so what the aviation industry had done really well is to showcase the core fundamental principles of how these things work using the old airplanes, old engines, combustion engines. But you can see how things work, right, and so-- >> John: It's like kindergarten. >> Exactly, exactly, start that way and then you can go into the more complex. But I think there's a role for the veterans of the tech world to play here. And I think it's not just sort of gender but it's also maybe age and making it much more about the family, rather than just the developer in the family. >> Tara and Anar, you guys are inspiration. Thanks for taking the time. And I've had the, my age, luxury of spending nine years at Hewlett Packard company before, maybe these early 90s when Bill Hewlett and Dave Packard were around. And one of the things that really influenced me, and I think this is something that I see a positive light coming in this industry, to your point, about so much changes, is that we seem to be going back to a crowd that wants to see respect for the individuals, citizenship. These were company values at Hewlett Packard when I was there that I always remembered was unique. Hey, you can have differences but if you have respect for the individual, and you have the citizenship mindset, that seems to have been lost in tech, and with this whole movement you're seeing, win at all cost, being an asshole, what you going to do to be a CEO, or flip it fast, or programs. So it became a very selfish environment. It seems to be shifting that way with this conversation. Your thoughts? >> So I have to say doing a start-up is not easy. Getting successful in this word is not easy. Shaking the status quo is not easy. So I have to say that the same people and we're not going to name names, but the same people who are very arrogant and have little respect for the laws and rules, they have given us products that are changing people's lives. There is no question about it. With that, they're a provider. With that, they're sort of "I don't care, I'm just going to go over you "if you don't comply with me." A lot of ride sharing, wouldn't even have happened. And to me when you provide employment, when you provide alternative services, when you provide something that takes away the way things were, I see that as a plus, okay. I think what we're seeing is that's needed to a certain extent, and then you realized, okay, now we have to get back to growing it and working it. And if you keep going in that mode, you probably won't succeed. >> So being tough and determined and having grit is what you need to breakthrough those walls as a start-up. You don't need to be necessarily a jerk. But your point is if you're creating value. >> If you're creating value, and that sometimes you actually have to be a jerk because there are a very few brave, non-jerk people who have gone against big unions and big monopolies, right. I would not be able to go against the taxi commission. You need somebody who's a complete a-hole to do that. And he did that and it made a difference. He doesn't have to continue to do that and that's-- >> There was a meme going around the internet, "If you want to make friends, sell ice cream." >> Exactly. >> So you can't always win friends when you're pioneering. >> Right, right. There is a balance and maybe we've fostered the fact that you need to be that attitude for everything and that's not true. The pendulum shifted a bit too much. But I think that we shouldn't scorn them because really they have made a difference. Let everybody get back to-- >> It's a tough world out there to survive. And you have to have that kind of sharp elbows to make things happen. But it's the value your providing, it's how you do it. >> Exactly. >> Well thanks so much guys for coming up. Appreciate to spend the time to talk about your awesome event at 2017 World Pitch as part of Technovation where Sundar represented Google in your great program with young girls go over some tech books. Thanks for sharing. This is CUBE conversation here at Palo Alto. I'm John Furrier. Thanks for watching. (upbeat music)
SUMMARY :
and Anar Simpson, Global Ambassador of Technovation. that got the whole world sharking around And Sundar came and he talked to a lot of the girls And I want to drill more into what happened and it's much more than just learning how to code. and kind of comes down to the question for Tara as well, and saying to them you need to be engaged in technology. "Listen, I got my own star, But those 12 weeks changed my life. and being able to create an app, and graced you the back end, won the trust of the group, and you see a flower blossom, and I was in the Ph.D. program in Aerospace includes some of the big names we now know. And so it's not something that's going to be solved easily. and had a speech to the entrepreneurs. And I think it's very fitting but given the landscape now, how do you view this? And here is the perfect answer, right. and the reason everything just flares up in technology And I said, "I need to hear that. And I needed to hear it. and certainly the younger kids hear and the positive things that folks can do. And I think I have to be careful because, I mean, and then you can go into the more complex. And one of the things that really influenced me, And to me when you provide employment, is what you need to breakthrough those walls as a start-up. and that sometimes you actually have to be a jerk "If you want to make friends, sell ice cream." that you need to be that attitude for everything And you have to have that kind of Appreciate to spend the time to talk about
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Debbie Krupitzer, Capgemini | Inforum 2017
(soothing music) >> Announcer: Live from the Javits Center in New York City, it's theCUBE. Covering Inforum 2017. Brought to you by Infor. (energetic music) >> Welcome back to theCUBE's coverage of Inforum 2017. I'm your host, Rebecca Knight, along with my cohost, Dave Vellante. We're joined by Debbie Krupitzer, she is the vice president at Capgemini based in San Francisco. Thanks so much for joining us. >> Thank you for having me. >> It's your first time on theCUBE, so we're going to-- >> It is, I'm excited! >> It's going to be great. >> Great. >> It's going to be great. So, Capgemini has had a longstanding relationship with Infor but this year, things got a little more serious. So-- >> Debbie: It did! >> So tell us, give us a status update. >> I think we both saw the writing on the wall, which is around, my space is digital manufacturing, that's where I play, and they see it to. Right, so we see such a great opportunity around connected factory and enterprise asset management, and all these really good things that are happening in the space, and so it sort of naturally came together. So we've always worked with them, but we really saw an opportunity for this year to say, hey, this is an investment piece, we both have a lot of energy, a lot of passion around it, let's go make this happen. And so it's been super fun, lots of fun this week. >> AI has been a really big theme at this conference with the introduction of Coleman. Can you tell us a little bit about where Capgemini is putting its resources when it comes to artificial intelligence? >> Absolutely, I mean, we know it's the future. We know it's where it's at. And you know, I had a quote from Elon Musk, which was saying AI, they're taking over the world, robots are going to take over the world in less than about 45 years. I don't know if that's so much true, but what we are really focused on is the business value of AI, not in the sort of trend, or what's the hype of AI. Where can you practically use it? So for us, artificial intelligence could be consumer feedback, or it could be around machines, it could be where are we getting machines to talk to us, to tell us what's wrong? We see a ton of opportunity around this, and it's really exciting for us, but always with a pragmatic what's going to make us money, what's going to save us money, and our customers, that's what we're always focused on. >> So it's the business value. >> Always the business value. The technology hype is just the technology hype, and I think that's what we really love about this conference is that there's a practicality about it. So there's not this sort of, hey it's trendy, it's cool, let's just go do it. There's a lot of thought behind it, there's a lot of thought behind what we want to do, what we want to achieve, and what we want to invest in. And we see this as a big investment. >> So let's talk about people, process, and technology. On theCUBE, everybody always says technology's the easy part, and I think it's generally true. I think technology's generally well understood, there's a lot of open source stuff, pretty much everybody has access to generally the same technology, it's how they apply it, the processes they put behind it, and the people that really make the difference. Okay, so when you think about digital manufacturing, help us understand it, it's surely not my wheelhouse. You bring in the IT and the whole OT thing, you're bringing the IT and the operations technology worlds together, and those are worlds that have never really collided, so wonder if you could talk about that a little bit-- >> Debbie: I would love to. >> Some of the challenges that brings? >> Oh, and there's a lot! Right, so we call it the IT OT Convergence. So there's actually a name for it. So that's Operational Technology and Informational Technology, and you're right, the plant has always been its own kingdom. So whenever you think of manufacturing, these plants are like we are the kings, we do it the way we want, and they never really wanted IT involvement. But what we're finding is that the CFOs, the people who are spending the money, have already seen the value of IT in terms of Cloud, cost savings, enterprise, infrastructure. How do you apply those to the plant to get the savings, and how do you replicate it? So what we're finding is that there's always again, there's a cost factor, right? So they're going is there a way for us to leverage technologies across multiple plants where we can get those savings, versus plants just going and buying whatever they want. And that' what we're seeing as the big change. Now, you're always going to get a shift, 'cause our plant guys and girls, they're used to doing it the way they want. But the thing that we see is that we're not coming in and totally putting robots to replace these jobs. What we're coming in is making their jobs easier. We're making it more efficient. We're seeing ways to save them money. And so the plants get incented when they have outcomes where they save money, so they're really pretty interested in doing this too. >> So give us some examples of a robot working along side of someone on a factory floor. >> So, you know it's funny, but I'd say 80% of the companies we work with don't have robots. Robots are sort of a sexy cool thing that everybody thinks is out there, and they are out there and they're really cool, but normally with the robots its already highly processed, it's a highly structured environment, usually around high tech or the car companies. I'll tell you what's more fun for me, when they don't have anything, where it's still paper-based. That's more fun, because what you're doing is you're going in and showing them how you can add a sensor to a machine to give you information you've never had before. How can this tell us how to do something differently? Is there a process issue? And when you talked about technology always being the easy part, it really is. When we go into a factory, it's normally a people challenge, that's operator, whether the operator's not doing something correctly, or in the right sequence. It's process, is there a process challenge? The technology is normally the easy part. So for me, I'm that person who likes the really immature factory, 'cause that to me is where you make the most change. Somebody's already got robots, you're already doing cool stuff. I'm probably not going to show you too much. It's the ones where they have that ah-ha moment, where they go wow. >> And we've been hearing this, that a lot of this stuff is change management. So how, from Capgemini perspective, how do you approach these challenges? >> You want to get always executive buy-in, right? So it's when it's coming from the top, I think that always is really valuable. But for us, we're plant floor people. I mean, I say you got to go talk to these folks and make them understand why you're doing it and what you're doing. Because there's always fear, right? Fear of anything, fear it's going to take your job, or fear you're not going to have a job, and what we're saying is it's a reallocation. The fact is this, in our space we've got an aging workforce. And aging workforce's going away. And the Millennials don't want to work a factory floor. And the reason they don't want to work a factory floor, it's dirty or they don't think it's the kind of work they want to do. We're trying to modernize that. Use an iPad, get IoT, get technology. You're not working the plant floor, you're working a dashboard. You're looking at data, you're driving data decisions, and so we call it From Shop Floor to Top Floor. How can we drive that so our Millennials, the ones who really do want to be the guys to take, and girls, to be taking these jobs, how can we make it more exciting for them, and we think there's good opportunity for that. >> So it really is all about the data, and when you think about the factory floor, a lot of analog data. And when you talk about process, a lot of process that's changing as a result of that analog to digital. So could you talk about the data, the data architecture that you're seeing and what the discussion is around data, data value, and how to get the value, how to monetize data, not necessarily by selling data directly but how it contributes to revenue generation or cost cutting? >> Well, we say data is the new oil, but I always tell my clients it's new oil, but it's not refined oil, and you've got to refine it. And refining the oil or refining the data is finding the business value out of that data. And you're right, there's a lot of data out there. The questions we get from the manufacturers are, what data is valuable, what is not valuable, what do I need, what do I not need, what can I aggregate up? I think the most interesting thing, and I love stories, is that when you look at a line, you've got machine number one to machine number 10. And before they would never know that something that was happening on machine number one, even a small configuration or change in a widget was actually impacting machine number 10. They never had that before. Now with that data, we're taking the data off of those singular machines, we're putting it up into the Cloud, we're aggregating it, we're able to see these anomalies and go, wow, that's the reason why. We never had that before. So you'd have engineers that would go, it must be machine number 10 or it must be machine number nine, or we don't really know what's going on. Now we're able to trace that; that's great. >> So I wonder if you could share with us any insights you have around discussions going on around IP, and data ownership? Because imagine, hypothetically for example, you've got some kind of programmable logic controller, and the PLC manufacturer is collecting data because they're trying to predict the maintenance, or whatever it is, and then of course the factory is the whole system and they're collecting data. So who owns that data-- >> Debbie: Oh that's a good question. >> And what's that conversation? >> Well, I'm no lawyer and so I'm not going to get into it. So I think what you'd find is that it depends. And that's a consultant answer, but I'm going to say it depends. If you're talking about the machine data, you have bought machines that are from a manufacturer. The manufacturers would love to have that machine data, 'cause they want to know what's going on with their machines. You want to know what's going on with the machine on the floor, very specific use case, which is what's happening in my space. The manufacturers want to know what's going on in a general way, how do we make our product better, how our are customers using it? In my mind, a plant shouldn't mind about that. A manufacturer wants to get that data to make better product, faster to market, make it cheaper, easier to buy, great, take it. I think where you get challenges is when there's outcomes that are coming out of data that people are leveraging to resell as business models. I think that's where people go, but that's our proprietary customer information about how we do a specific process, or how we do something. I think that's where people get a little iffy. And I don't really see that happening so much. So much, right, and I get everybody is really scared about the Cloud. I think the interesting thing is they'll say, well we don't want all of our data, our proprietary data in the Cloud 'cause it's not secure, and what I want to tell 'em, it's more secure in the Cloud than it is at your plant. >> So that's, I'm less concerned about the security of the Cloud, maybe it's different and you got to do some extra work to figure it out. I'm more concerned with our clients around the other thing you were talking about. I'll ask you specifically. If I'm using some kind of AI and I'm developing a model using machine learning and I'm training that model, maybe it's my data, but the model, my data's informing that model. How do I know that that model is not, somehow that IP of mine is not going to end up at my competitors, and is that going into discussions and contracts and agreements? >> Absolutely it is, and I think what you'll find is a lot of vendors that are out there that are dealing with AI and data are having to set clauses up that say you will not use this data to feed into any of your algorithms, into your IP. Like do not take my data. 'Cause everyone thinks, what we do is special, and some of it may be, do not take that and learn from us. That's very specific in clauses and contracts that we're seeing. >> Is it kind of like the honor system, or is there, is there a digital way to track that? >> Yeah, I think what's getting interesting is we get the data, like the companies aren't dumb. They're hiring their own data scientists, they're not letting us go to external parties. They're saying we're going to hire our own data scientists, and we'll start segmenting the data for you. They're very clever, you know, business people are in business because they know how to make money. They're not dumb. So what they're doing is getting a whole new set of roles. They're hiring data scientists. They're hiring data architects. They're hiring people in that understand the data structures so that they can keep track of what's valuable and what's not, don't worry about it. So, I think that's a smart thing to do. Because it used to be pretty rogue. I mean, five years ago, people would be like, well I don't care if you take the data off my machine. I think people have gotten a lot more clever, and also seeing that some of the vendors are repurposing some of this data for their own profit. Nobody wants that, don't take my stuff and use it to profit yourself. >> And you were talking about earlier, just the idea of what's valuable data and what'd not valuable data, and we find we are in this deluge of data. And we don't even really know, you can't say for certain, that data is not valuable, so don't worry about it. >> Exactly, and I think that's the challenge we get is that everybody thinks it's like a pile of money. Like, that's money, don't get rid of that money. >> Rebecca: It's oil! >> Oil, don't get rid of that, right? But what we find is you're getting so much data, some of the data is really not as valuable. And I'll give an example. An on-off switch telling me the motor is running on a machine is not valuable, it doesn't matter. It matters to that company because they need to know that the machine is working, so what we want to do is segment data, and we want to be able to give the business value, or have a hypothesis around what that data is bringing us. And sometimes, I'll tell you, a lot of times a hypothesis from my business users is wrong. So they'll say, what we think of A and B is super valuable, and then we'll go in and like, actually it's not A and B. It's E, E is actually the data stream that actually has the most value for you, and this is why. And so that to me is a really fun part, 'cause they have to have that moment where they go, oh, well we were wrong about that. It wasn't, I say, you're not wrong, it's just different. So I think having that data and then understanding what you're holding on the edge, what you're putting on Cloud, what you're putting on print, what you're able to share just makes people smarter about what they've got. >> So the accounting industry doesn't have standards as to how to value data on a balance sheet. We know that. But are there off-balance sheet discussions going on that you're having with your clients in terms of helping them understand the value of their data, quantifying that value? Everybody talks about the data is the new oil, you got to be a data-driven company and all this commentary, but how do you turn that into actionable, tangible results? >> That's the hard part, right? So that's the meat of the problem. And I think what we do is we really have to deep dive with our clients to understand what's the business model, or what do they think is going on? Because we've had lots of byproduct data that's come off of certain things that they had, and we were like, this is actually a more interesting tangent here, which is a byproduct of that data that you've got. Have you guys thought about selling that? So we'll come in and come up with business models, and so Capgemini has got, we've got Cap Consulting, we have these great acquisitions that we've just made where they'll come in and we've got people who do that. Who say, this is a new business model, have you thought of a resale, or this is something that's very valuable. And we'll go in and deep dive, a lot of times it's just discovery. We don't know either. So we'll go in and say, okay, this looks interesting, have you thought about this, and just new ways, it's just new business models. >> Do you see organizations and are you helping organizations actually apply maybe conventional financial measures, whether it's NPV or enterprise value, and are they beginning to track that, and what can you share with us? >> It's so funny you said that 'cause I just, when I just was coming here and I had a lead, I had a hot lead but I had to leave and come and do this interview, and he was asking me, and I said, the one thing we do is value map your processes and your data. And it was a thing that intrigued him. He was like, how do you do that? How are you doing that? I'm like, well, what we're doing is actually, we take all of your data from a historical standpoint, and we can see what's going on historically. Now the interesting part is how do you go forward with that? And so what we're finding is that you look at this data and you say what's the value mapping in terms of where you make money? And that's different for every company, and so we work with our customers. And so literally what I do is plot here's this process, there might be 15 processes that are going on. Here's the data outcome of that process. Now you talk to me about the value in terms of where you guys make the most money. >> You know, that's interesting, because data has unique value for different processes, obviously, so you have to understand it's not fungible like a dollar bill. And so that's what you can do is share this video with your hot prospect. (laughter) >> Debbie: Exactly! >> Maybe start a deeper conversation. >> I did, I told him, I have to go but I'll be back, so hopefully he's still warm over there. But I think people don't realize that the value mapping that you do is really a standard value, like you staid, standard financial models, the net present value, all those things, ROI, all those things we've always traditionally done on every project we do the same exact thing with this. For around digital manufacturing, because what we want to do is optimize. We want to optimize on what's going to save you the most money or make you the most money. And it's really that simple. Does it save you money, does it make you money. >> So you're applying sort of conventional measures to data, mapping that to processes, and then driving business outcomes, and then quantifying that over a lifecycle. >> You got it, that's exactly it. So you gave away my secret, so now you're going to start a technology firm. >> So that's high level, sounds good, but it's not trivial to do that, you need expertise, you need the main expertise. >> You do, and every manufacturer is different, right? So I work in discrete and process manufacturing, very different, very different processes, very different ways. Process manufacturing has a little bit more complexity, not that discrete doesn't, but it's interesting because what we do is find different things for different industries too, right? Now, there's some comparables, like food and pharma. Food processing, pharma is very similar, and people don't realize that, but it's very similar. And so we're always making comparisons. Pharma's a little bit more regulated, I think that might scare people, right, 'cause they want their food to be really, it is regulated, but maybe not as regulated as your drugs. And so what we find is the hypothesis or use cases that we can leverage and repurpose across industries. And I can't tell you how many times I've been in an industry and I just had one, and it was automotive, and I gave them a consumer packaging use case where they looked at me like I was crazy. And they said, I don't get it. And I connected the dots for 'em. And I said, do you see where if you've got this in consumer packaging, what they're looking at the quality of the packaging from start to finish, and I gave them the, you know, I won't go into the details. But they had this, they just went, oh yeah. And so I think what we're finding is industries that used to be like, if you don't know automotive, if you don't know mining, you don't know consumer packaging-- >> Dave: So true. >> You don't know us, you don't know us. >> And that's changed. >> And that's changed. So what they're seeing is they're going, you know what, 'cause they're seeing like the Amazons, they're seeing these companies, you know Amazon just bought Whole Foods. What? And they didn't buy Whole Foods for the grocery, they bought them for the data. And so I say like, guys, think of this in a different way. You've got to look at other industries, and so we're getting that more and more. We'll bring them out to have discussions about innovation or what's new, cool technology, and I bring it from every sector. Now, most of the time they'll go, show me how that's applicable? And I'll show 'em, and they go, wow. We get it. >> That's a great observation. Because digital means data, and data means you can traverse industries in new ways, so I love that CPG example. You would think, what? But you're getting people to rethink. >> You really are, and they're seeing, they're like, you know, they've got to reinvent themselves. Companies are having to reinvent themselves to this digital age, and they're scared. And they're saying, we sell a commodity, what can we do differently? How are we going to survive? I don't want to be the Kodak, I don't want to be the Blockbuster, I don't want to be that company. And so we're constantly pushing our product, companies that go what are you doing different, how are you going to the next level, is it data, is it services? >> Dave: What business are you in? (laughter) Right, I mean. >> Exactly. >> Well everyone's a software company. >> It's causing people to rethink that, I mean it sort of, we're back to the what business are you really in question. Like we were twenty years ago. >> It really is, it just cycles, right? And I say everything cycles around, we're doing the same thing, we're just repackaging, call it something else. So we all do the same thing over and over. >> Well, but there are some differences. >> There are, of course, more technology, better technology, cheaper technology. I think is what I'm finding is that the price of sensors and the price of technology is going down, that it's becoming more affordable. So, what I used to hear from the manufacturers is like, well I can't afford that, we can't do that. 'Cause there're very lean margins in manufacturing, I mean there's a lot going on. And we're being able to show them, hey, it's not a ton of investment, this isn't like a 20 million dollar ERP. Small increments of money that show you how to get the save. >> Well, 20 years ago, you were purpose-building specific technology stacks for your customers, and today you're leveraging. Whether it's Cloud, a security layer, a data layer, you pick it and you're building on top of this digital matrix. And really focused on the business models, more so than the technology. >> It is, and that's what we're seeing. And I say that's why, to get back to the first question about OT IT Convergence, that's what my CFOs see. They go, we get it. We get it, now let's apply it to the plant, so let's go see how we can scale this. 'Cause you're talking anywhere from companies having 20 plants to 200 plants, that's a lot. And they want to see how they can repeat in scale, and so that's what we love about it. It's turning into a business conversation. It's not a technology conversation, which I love. >> Debbie, thank you so much for joining us. >> Thank you! >> You made it! >> I did it, yay! I got it, thank you so much. >> I'm Rebecca Knight for Dave Vellante, we will have more Inforum just after this. (rippling music) (rippling music)
SUMMARY :
Brought to you by Infor. We're joined by Debbie Krupitzer, she is the vice president It's going to be great. I think we both saw the writing on the wall, Can you tell us a little bit And you know, I had a quote from Elon Musk, which was saying and I think that's what we really love about this conference and the people that really make the difference. and how do you replicate it? So give us some examples of a robot working along side And when you talked about technology how do you approach these challenges? And the reason they don't want to work a factory floor, So it really is all about the data, and when you think is that when you look at a line, So I wonder if you could share with us I think where you get challenges is when there's outcomes the other thing you were talking about. and contracts that we're seeing. and also seeing that some of the vendors And we don't even really know, you can't say for certain, Exactly, and I think that's the challenge we get And so that to me is a really fun part, and all this commentary, but how do you turn that into And I think what we do is we really have to deep dive And so what we're finding is that you look at this data And so that's what you can do is share this video the most money or make you the most money. So you're applying sort of conventional So you gave away my secret, to do that, you need expertise, And I said, do you see where if you've got this And so I say like, guys, think of this in a different way. and data means you can traverse industries in new ways, companies that go what are you doing different, Dave: What business are you in? we're back to the what business are you really in question. So we all do the same thing over and over. Small increments of money that show you And really focused on the business models, and so that's what we love about it. I got it, thank you so much. we will have more Inforum just after this.
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Wendy M. Pfeiffer, Nutanix | Nutanix .NEXT 2017
>> Narrator: Live from Washington, D.C., it's theCUBE covering .NEXT conference. Brought to you by Nutanix. >> Welcome back to Washington, D.C. everybody. This is theCUBE, the leader in live tech coverage. My name is Dave Vellante. I'm here with Stu Miniman, this is day two of our coverage of .NEXT Conf #NEXTConf. Wendy M. Pfeiffer is here. She's the relatively new CIO of Nutanix. Wendy, thanks for coming on theCUBE. >> Thanks for having me, good to be here. >> Okay, you got my attention. You said there's a reason for it. >> Reason for the M? >> For the M. >> Yeah, absolutely. It's my mom's middle initial, her middle name is Michelle. My middle name is Michelle and my ten-year-old daughter Holly's middle name is Michelle and we sort of pass along our female heritage. I send Holly a message whenever I do anything publicly that it's a shout out to her. She gets to lead, she gets to be proud of her feminine heritage as well as her family heritage. >> I love that, that is fantastic. Quick aside, I'm going to make you laugh. We're at the race track one day and there was this one guy, and he was winning and I wasn't winning so I said, it's like the eighth race, How are you doing this? Well his last name began with an M. He goes, I'm just betting on all the horses with an M in it. >> That could be another good reason. Thanks for the tip. >> Anyway, welcome to theCUBE and welcome to Nutanix. Five months in on the job, you got a really strong IT background. GoPro, Yahoo, both companies of senior leadership. Robert Half, I think, was on the resume as well. >> Yeah, CISCO Systems, Exodus Communications. >> You've seen it all. >> Which means I'm old. I've been around a long time. Any company, I would work anywhere. >> Not as old as I am, honey. So, what's the experience been like at Nutanix? Tell us about the onboarding. >> It is a playground, I love it. Nutanix, I was hoping that they would have the technology that I love and they do. It's one of the first places I've worked where it doesn't matter if I need server storage, we have that. It's pretty cool. I have a really amazing team and then the leadership there is fantastic. It's also the first time in my career where I'm working for a company that sells to CIO's and so my opinion of our product matters. I get to be customer number one, drink our champagne, that sort of thing. In fact, I'm on that path, we call it Eat Your Own Dog Food, when I came on board and I said, I don't want the dog food. We're going to be drinking our own champagne. I want the good stuff. I'm getting to play and just experience the product and experience that process and then people care what I think, people who are developing product care what I think and that's great. >> Are the sales guys dragging you into situations as well? >> They are totally dragging me into situations. I'm not that compelling in direct sales but I have been giving them some tips on how to sell to CIO's. Just letting them know how to approach us, and some of the things that we care about and don't care about. What's great as well is, I'm not very good at being fake, so when I talk about using our product and when I'm excited about our product, it's pretty, you know, it's genuine. If I don't like something, you know that too. >> Well CIO's, you're part of a network. >> We are. >> And that network is sort of immutable, in my opinion. >> It's a secret cabal. It really is, we get together in treehouses and exchange the password. >> But there's a code, right? >> There is. >> You're not going to give another one of your peers some bad advice, even if you are a CIO of a company that's trying to sell to them. >> That's right. It's a small circle. I do belong to some groups that get together and talk about some of our common challenges and one of our cardinal rules is that no vendors are allowed and there's no selling. We do, if we have some expertise, we'll share that but we really don't cross that line. So when I do give advice, they know it's genuine, as much as possible. >> Wendy, we always like to ask CO's, what's challenging you today? Typical IT, we always said for years, it was like, Okay, your headcount next year is going to be flat, your budget's going to be declining. What do you see when you're talking to your peers? What are some of the biggest challenges that they see? >> It's a few things. One thing is, the transformation that's happening around digital technologies and moving into the cloud. It's requiring a transformation of skill sets as well. We really have a challenge, first of all, in deciding, if we have traditional IT folks, how do we transform their skill sets? How do you make an infrastructure guy or gal someone who writes code? That's one thing and just a dearth of talent. There aren't enough people entering the workforce. That's one thing. Another thing is, really just about the pace of innovation. By nature, when you get to a senior executive level, you're almost less innovative than you might've originally been but we're supposed to be the paragons of innovation and new ideas and so we struggle with that. We struggle to keep it fresh and reinvent ourselves. I left a fairly traditional career to go to GoPro, just because of that desire to reinvent myself and try something hard and new. We've got that struggle as well. I'd think as well, just the changing business models, too. There's a lot, we're always balancing CapEx, OpEx, a lot of us have a big investment in OpEx and in SaaS and then trying to balance that with CapEx. We've always got those challenges. I think that's a lot of it. >> Wendy, we're 10 years into this journey of what cloud and how it's going to affect it and the role of the CIO is something that's been in the center of it. Does the CIO become irrelevant? Does he become a broker of services? You talked a little bit about some of the changing roles. How was your viewpoint on cloud, has it changed over the last few years in some of your different roles and I'm curious inside of Nutanix, how public cloud fits into what you use. >> I think there's a couple of layers. One layer that doesn't go away is operations. Whether it's taking operational expertise and transforming that into code for DevOps, or whether it's transforming it into process for on-premise infrastructure, you have to have that knowledge and you have to have that leadership so I don't think the need for leadership is ever really going away. I think the center of leadership is changing over time and has sort of moved from place to place but ultimately, we have to have folks who understand how to build whatever it is, to scale, who understand how to flex, who understand how to deal with crisis. Then also, there's some fundamentals towards architecture and building blocks. Yes, we're architecting differently. We're architecting with code in the cloud but the principles underlying those things are relatively the same. I don't think that the functions, the need for leadership, is going away at all but I do think that we have to be flexible in our thinking. I will say the title CIO it's actually never kind of been right. Chief Digital Officer or Chief AWS Officer. All of those things are not exactly right. We need to not be so precious about titles and just go back to thinking and leading and innovating and let the titles take care of themselves. >> I got to still ask you about this emergent role of the Chief Data Officer. We can all agree data's important, whatever bromide you want to use, data's the new oil and so forth and so on. Many of the chief data officers that we've talked to are individuals that maybe do a lot of governance, lot of things that CIO's generally aren't responsible for. Yet at the same time, data is becoming this new competitive advantage and it's so important to information technology. What are your thoughts on data, helping companies become data-driven and what is the role of the CIO in that context? >> First of all, data is really, really important. How a company deals with its data is a gigantic differentiator. Obviously, we have all this opportunity in the areas of machine learning and potentially AI and so on. When I was at Yahoo, one of the things I worked on was our privacy initiatives and even back then, we had the ability to ingest a lot of data about our users and we had the ability, algorithmically, to do behavioral targeting. But we had to make some ethical decisions and some compliance decisions about how we used that data and so, the technology has been available for some time, but where we haven't caught up is in policy. I think that Chief Data Officer is really at the nexus of creating policy, understanding capabilities and deciding how we apply those things. We've always needed that role. Sometimes it's the CIO, sometimes it's the Chief Privacy Officer, we've always needed that role but the role is a little bit different, I think, with data because of the power of the data. I do think there's a need for some knowledge of the law, GDPR is coming down from Europe and there's a key factor there. Ultimately, data needs to be treated like an asset. It's product as much as anything else. I think someone who's akin to a Chief Product Officer needs to handle the company's data and that data needs to imbue the product, it needs to go to market plans. It also can be a reflection of the culture of the company, as well. Even collecting data on ourselves and how we operate and how our employees move through their cycles is very, very powerful. Always with ethics, though. That's the thing that, if you leave data in the hands of pure engineers or pure technologists, then you need some sorts of checks and balances as well because sometimes we're overcome by the possibilities of the technology, without thinking through the possibilities that affect human beings. We need that balance. >> I've always felt like the CIO is the field general and should be implementing the data strategy but he or she shouldn't be necessarily responsible for, Okay, how are we going to monetize the data? Who has access to data? What are the data policies? That seems like a full-time job but there is overlap, though. >> It's messy, right? A lot of times it has to do with, I mean at that sea level, those are all board-level positions, right? Ultimately, we're responsible for the financial health of the company >> Sure. >> At that level. Really, we're playing to our strengths. Sometimes we come to the table and we understand how to monetize data. Sometimes we come to the table and we know how to efficiently manage operations. There's usually a mix. There's somebody with a CTO or a CPO or a CIO title or a Chief Data Officer title, but it's less about the title and more about those strengths that show up around the executive table but there needs to be somebody, or maybe a combination of a couple of somebodies, who are hungry for the value that they can derive from that data and accrue that to value to the company. >> It's some notion of swim lanes for accountability but recognizing there's some overlap. We got to talk about women in tech, but go ahead. >> Just two things, Wendy. >> Did you notice I'm a girl? >> As a technology leader, I'm curious if you see differences between yourself being a technology leader in Silicon Valley and those outside the Valley and the second one, just curious if you've had any learnings working now for a company that sells to the enterprise versus being on the consumer side of the house at GoPro and some of the others? >> Silicon Valley is a bubble. We all breathe our own oxygen. We think we're pretty cool. We tend to be libertarian as a group and therefore, we have libertarian policies that are embodied in how we develop code, how we create product and we're creating our own little culture but we're not in sync with a lot of the rest of the world. Luckily, one of the pieces of our culture is about building things that are open and so people can repurpose our technologies in ways that make sense for them. The other thing is, even more profound, is the effect of millennials on both Silicon Valley and outside of Silicon Valley. Millennials are changing how we develop code, how we organize our companies, et cetera. Your other question, can't remember. >> Consumer versus selling to the enterprise. >> I think the difference really is just internally, my job it was a different sport, working for a consumer company because people weren't generally smarter than me around my technology. In the consumer company. But they are a lot smarter than me. I am not the technical expert in the room at Nutanix. All of them know more than I do. >> No offense, but I'll bet. >> That was a little intimidating. I had to think twice, do I want to go back to being in junior high? >> Got to ask you, your journey. 17% of the IT industry's employment comprises women. Just so happens that 17% of the guests on theCUBE are women. We really try and go overboard on it. >> Hard to find us. >> There's a clear disparity in pay, it's well-documented. What was your journey to get here? >> It's only now that I'm old and wise and at a senior level that people are making a big thing about me being female. I've been female my entire career. >> Never heard boo. >> I never traded on it. I will tell you that throughout my career, I have been given advice that would seem ridiculous if it were given to a male. As an example, I've been told that I use too many words. That I'm too emotional. I've been told, can you imagine? If I said, Hey Bob, could you button up that top button of your shirt, there? When you sit down, don't spread your legs because I'm drawn to looking at Girls, women, we get that advice from senior advisors. We're told, Be less emotional. I've always ignored that advice. I'm a mom, I have the blonde 1980's hair. There's not much I can do about that. Being genuinely myself, it was all I could figure out how to be. It just so happens that now I'm in my 50's and I'm a CIO, so suddenly that's a thing. It's never been a thing. It's been something where my entire career, I've had to just keep my own counsel and be genuine and the fact that I'm female and feminine and a mom, doesn't diminish the fact that I'm also a brilliant technologist, that I'm good at leading people. I can feel empathy and care in my heart for a person, at the same time that I'm firing them for non-performance. I can be multifaceted. I think that's women's superpower. I think when we try to be just one thing or we try to be more like the traditional male in leadership, then it's like being Jerry Rice and walking onto the field with your legs tied together. My unfair advantage, to quote John Madden, I got to use my unfair advantage. My unfair advantage is that I think in a multifaceted way. >> Wendy M., thanks so much for coming. I'm glad we could make time for you, I'm glad you could make time for us. Thank you. >> Thank you, appreciate it, it was fun. >> Keep it right there, buddy. We'll be back to wrap. This is theCUBE in D.C. at Nutanix .NEXT. Right back.
SUMMARY :
Brought to you by Nutanix. She's the relatively new CIO of Nutanix. Okay, you got my attention. that it's a shout out to her. He goes, I'm just betting on all the horses with an M in it. Thanks for the tip. Five months in on the job, I've been around a long time. Not as old as I am, honey. It's one of the first places I've worked and some of the things that we care about And that network and exchange the password. You're not going to give and one of our cardinal rules is that What are some of the biggest challenges that they see? and new ideas and so we struggle with that. and the role of the CIO is something that's been and innovating and let the titles take care of themselves. I got to still ask you about and that data needs to imbue the product, What are the data policies? but it's less about the title We got to talk about women in tech, but go ahead. is the effect of millennials on I am not the technical expert in the room at Nutanix. I had to think twice, do I want to go back Just so happens that 17% of the guests on theCUBE are women. What was your journey to get here? and at a senior level that people and be genuine and the fact that I'm female I'm glad we could make time for you, We'll be back to wrap.
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Lenovo Transform 2017 Keynote
(upbeat techno music) >> Announcer: Good morning ladies and gentlemen. This is Lenovo Transform. Please welcome to the stage Lenovo's Rod Lappin. (upbeat instrumental) >> Alright, ladies and gentlemen. Here we go. I was out the back having a chat. A bit faster than I expected. How are you all doing this morning? (crowd cheers) >> Good? How fantastic is it to be in New York City? (crowd applauds) Excellent. So my name's Rod Lappin. I'm with the Data Center Group, obviously. I do basically anything that touches customers from our sales people, our pre-sales engineers, our architects, et cetera, all the way through to our channel partner sales engagement globally. So that's my job, but enough of that, okay? So the weather this morning, absolutely fantastic. Not a cloud in the sky, perfect. A little bit different to how it was yesterday, right? I want to thank all of you because I know a lot of you had a lot of commuting issues getting into New York yesterday with all the storms. We have a lot of people from international and domestic travel caught up in obviously the network, which blows my mind, actually, but we have a lot of people here from Europe, obviously, a lot of analysts and media people here as well as customers who were caught up in circling around the airport apparently for hours. So a big round of applause for our team from Europe. (audience applauds) Thank you for coming. We have some people who commuted a very short distance. For example, our own server general manager, Cameron (mumbles), he's out the back there. Cameron, how long did it take you to get from Raleigh to New York? An hour-and-a-half flight? >> Cameron: 17 hours. >> 17 hours, ladies and gentleman. That's a fantastic distance. I think that's amazing. But I know a lot of us, obviously, in the United States have come a long way with the storms, obviously very tough, but I'm going to call out one individual. Shaneil from Spotless. Where are you Shaneil, you're here somewhere? There he is from Australia. Shaneil how long did it take you to come in from Australia? 25 hour, ladies and gentleman. A big round of applause. That's a pretty big effort. Shaneil actually I want you to stand up, if you don't mind. I've got a seat here right next to my CEO. You've gone the longest distance. How about a big round of applause for Shaneil. We'll put him in my seat, next to YY. Honestly, Shaneil, you're doing me a favor. Okay ladies and gentlemen, we've got a big day today. Obviously, my seat now taken there, fantastic. Obviously New York City, the absolute pinnacle of globalization. I first came to New York in 1996, which was before a lot of people in the room were born, unfortunately for me these days. Was completely in awe. I obviously went to a Yankees game, had no clue what was going on, didn't understand anything to do with baseball. Then I went and saw Patrick Ewing. Some of you would remember Patrick Ewing. Saw the Knicks play basketball. Had no idea what was going on. Obviously, from Australia, and somewhat slightly height challenged, basketball was not my thing but loved it. I really left that game... That was the first game of basketball I'd ever seen. Left that game realizing that effectively the guy throws the ball up at the beginning, someone taps it, that team gets it, they run it, they put it in the basket, then the other team gets it, they put it in the basket, the other team gets it, and that's basically the entire game. So I haven't really progressed from that sort of learning or understanding of basketball since then, but for me, personally, being here in New York, and obviously presenting with all of you guys today, it's really humbling from obviously some of you would have picked my accent, I'm also from Australia. From the north shore of Sydney. To be here is just a fantastic, fantastic event. So welcome ladies and gentlemen to Transform, part of our tech world series globally in our event series and our event season here at Lenovo. So once again, big round of applause. Thank you for coming (audience applauds). Today, basically, is the culmination of what I would classify as a very large journey. Many of you have been with us on that. Customers, partners, media, analysts obviously. We've got quite a lot of our industry analysts in the room. I know Matt Eastwood yesterday was on a train because he sent a Tweet out saying there's 170 people on the WIFI network. He was obviously a bit concerned he was going to get-- Pat Moorhead, he got in at 3:30 this morning, obviously from traveling here as well with some of the challenges with the transportation, so we've got a lot of people in the room that have been giving us advice over the last two years. I think all of our employees are joining us live. All of our partners and customers through the stream. As well as everybody in this packed-out room. We're very very excited about what we're going to be talking to you all today. I want to have a special thanks obviously to our R&D team in Raleigh and around the world. They've also been very very focused on what they've delivered for us today, and it's really important for them to also see the culmination of this great event. And like I mentioned, this is really the feedback. It's not just a Lenovo launch. This is a launch based on the feedback from our partners, our customers, our employees, the analysts. We've been talking to all of you about what we want to be when we grow up from a Data Center Group, and I think you're going to hear some really exciting stuff from some of the speakers today and in the demo and breakout sessions that we have after the event. These last two years, we've really transformed the organization, and that's one of the reasons why that theme is part of our Tech World Series today. We're very very confident in our future, obviously, and where the company's going. It's really important for all of you to understand today and take every single snippet that YY, Kirk, and Christian talk about today in the main session, and then our presenters in the demo sections on what Lenovo's actually doing for its future and how we're positioning the company, obviously, for that future and how the transformation, the digital transformation, is going ahead globally. So, all right, we are now going to step into our Transform event. And I've got a quick agenda statement for you. The very first thing is we're going to hear from YY, our chairman and CEO. He's going to discuss artificial intelligence, the evolution of our society and how Lenovo is clearly positioning itself in the industry. Then, obviously, you're going to hear from Kirk Skaugen, our president of the Data Center Group, our new boss. He's going to talk about how long he's been with the company and the transformation, once again, we're making, very specifically to the Data Center Group and how much of a difference we're making to society and some of our investments. Christian Teismann, our SVP and general manager of our client business is going to talk about the 25 years of ThinkPad. This year is the 25-year anniversary of our ThinkPad product. Easily the most successful brand in our client branch or client branch globally of any vendor. Most successful brand we've had launched, and this afternoon breakout sessions, obviously, with our keynotes, fantastic sessions. Make sure you actually attend all of those after this main arena here. Now, once again, listen, ask questions, and make sure you're giving us feedback. One of the things about Lenovo that we say all the time... There is no room for arrogance in our company. Every single person in this room is a customer, partner, analyst, or an employee. We love your feedback. It's only through your feedback that we continue to improve. And it's really important that through all of the sessions where the Q&As happen, breakouts afterwards, you're giving us feedback on what you want to see from us as an organization as we go forward. All right, so what were you doing 25 years ago? I spoke about ThinkPad being 25 years old, but let me ask you this. I bet you any money that no one here knew that our x86 business is also 25 years old. So, this year, we have both our ThinkPad and our x86 anniversaries for 25 years. Let me tell you. What were you guys doing 25 years ago? There's me, 25 years ago. It's a bit scary, isn't it? It's very svelte and athletic and a lot lighter than I am today. It makes me feel a little bit conscious. And you can see the black and white shot. It shows you that even if you're really really short and you come from the wrong side of the tracks to make some extra cash, you can still do some modeling as long as no one else is in the photo to give anyone any perspective, so very important. I think I might have got one photo shoot out of that, I don't know. I had to do it, I needed the money. Let me show you another couple of photos. Very interesting, how's this guy? How cool does he look? Very svelte and athletic. I think there's no doubt. He looks much much cooler than I do. Okay, so ladies and gentlemen, without further ado, it gives me great honor to obviously introduce our very very first guest to the stage. Ladies and gentlemen, our chairman and CEO, Yuanqing Yang. or as we like to call him, YY. A big round of applause, thank you. (upbeat techno instrumental) >> Good morning everyone. Thank you, Rod, for your introduction. Actually, I didn't think I was younger than you (mumbles). I can't think of another city more fitting to host the Transform event than New York. A city that has transformed from a humble trading post 400 years ago to one of the most vibrant cities in the world today. It is a perfect symbol of transformation of our world. The rapid and the deep transformations that have propelled us from the steam engine to the Internet era in just 200 years. Looking back at 200 years ago, there was only a few companies that operated on a global scale. The total value of the world's economy was around $188 billion U.S. dollars. Today, it is only $180 for each person on earth. Today, there are thousands of independent global companies that compete to sell everything, from corn and crude oil to servers and software. They drive a robust global economy was over $75 trillion or $1,000 per person. Think about it. The global economy has multiplied almost 450 times in just two centuries. What is even more remarkable is that the economy has almost doubled every 15 years since 1950. These are significant transformation for businesses and for the world and our tiny slice of pie. This transformation is the result of the greatest advancement in technology in human history. Not one but three industrial revolutions have happened over the last 200 years. Even though those revolutions created remarkable change, they were just the beginning. Today, we are standing at the beginning of the fourth revolution. This revolution will transform how we work (mumbles) in ways that no one could imagine in the 18th century or even just 18 months ago. You are the people who will lead this revolution. Along with Lenovo, we will redefine IT. IT is no longer just information technology. It's intelligent technology, intelligent transformation. A transformation that is driven by big data called computing and artificial intelligence. Even the transition from PC Internet to mobile Internet is a big leap. Today, we are facing yet another big leap from the mobile Internet to the Smart Internet or intelligent Internet. In this Smart Internet era, Cloud enables devices, such as PCs, Smart phones, Smart speakers, Smart TVs. (mumbles) to provide the content and the services. But the evolution does not stop them. Ultimately, almost everything around us will become Smart, with building computing, storage, and networking capabilities. That's what we call the device plus Cloud transformation. These Smart devices, incorporated with various sensors, will continuously sense our environment and send data about our world to the Cloud. (mumbles) the process of this ever-increasing big data and to support the delivery of Cloud content and services, the data center infrastructure is also transforming to be more agile, flexible, and intelligent. That's what we call the infrastructure plus Cloud transformation. But most importantly, it is the human wisdom, the people learning algorithm vigorously improved by engineers that enables artificial intelligence to learn from big data and make everything around us smarter. With big data collected from Smart devices, computing power of the new infrastructure under the trend artificial intelligence, we can understand the world around us more accurately and make smarter decisions. We can make life better, work easier, and society safer and healthy. Think about what is already possible as we start this transformation. Smart Assistants can help you place orders online with a voice command. Driverless cars can run on the same road as traditional cars. (mumbles) can help troubleshoot customers problems, and the virtual doctors already diagnose basic symptoms. This list goes on and on. Like every revolution before it, intelligent transformation, will fundamentally change the nature of business. Understanding and preparing for that will be the key for the growth and the success of your business. The first industrial revolution made it possible to maximize production. Water and steam power let us go from making things by hand to making them by machine. This transformed how fast things could be produced. It drove the quantity of merchandise made and led to massive increase in trade. With this revolution, business scale expanded, and the number of customers exploded. Fifty years later, the second industrial revolution made it necessary to organize a business like the modern enterprise, electric power, and the telegraph communication made business faster and more complex, challenging businesses to become more efficient and meeting entirely new customer demands. In our own lifetimes, we have witnessed the third industrial revolution, which made it possible to digitize the enterprise. The development of computers and the Internet accelerated business beyond human speed. Now, global businesses have to deal with customers at the end of a cable, not always a handshake. While we are still dealing with the effects of a digitizing business, the fourth revolution is already here. In just the past two or three years, the growth of data and advancement in visual intelligence has been astonishing. The computing power can now process the massive amount of data about your customers, suppliers, partners, competitors, and give you insights you simply could not imagine before. Artificial intelligence can not only tell you what your customers want today but also anticipate what they will need tomorrow. This is not just about making better business decisions or creating better customer relationships. It's about making the world a better place. Ultimately, can we build a new world without diseases, war, and poverty? The power of big data and artificial intelligence may be the revolutionary technology to make that possible. Revolutions don't happen on their own. Every industrial revolution has its leaders, its visionaries, and its heroes. The master transformers of their age. The first industrial revolution was led by mechanics who designed and built power systems, machines, and factories. The heroes of the second industrial revolution were the business managers who designed and built modern organizations. The heroes of the third revolution were the engineers who designed and built the circuits and the source code that digitized our world. The master transformers of the next revolution are actually you. You are the designers and the builders of the networks and the systems. You will bring the benefits of intelligence to every corner of your enterprise and make intelligence the central asset of your business. At Lenovo, data intelligence is embedded into everything we do. How we understand our customer's true needs and develop more desirable products. How we profile our customers and market to them precisely. How we use internal and external data to balance our supply and the demand. And how we train virtual agents to provide more effective sales services. So the decisions you make today about your IT investment will determine the quality of the decisions your enterprise will make tomorrow. So I challenge each of you to seize this opportunity to become a master transformer, to join Lenovo as we work together at the forefront of the fourth industrial revolution, as leaders of the intelligent transformation. (triumphant instrumental) Today, we are launching the largest portfolio in our data center history at Lenovo. We are fully committed to the (mumbles) transformation. Thank you. (audience applauds) >> Thanks YY. All right, ladies and gentlemen. Fantastic, so how about a big round of applause for YY. (audience applauds) Obviously a great speech on the transformation that we at Lenovo are taking as well as obviously wanting to journey with our partners and customers obviously on that same journey. What I heard from him was obviously artificial intelligence, how we're leveraging that integrally as well as externally and for our customers, and the investments we're making in the transformation around IoT machine learning, obviously big data, et cetera, and obviously the Data Center Group, which is one of the key things we've got to be talking about today. So we're on the cusp of that fourth revolution, as YY just mentioned, and Lenovo is definitely leading the way and investing in those parts of the industry and our portfolio to ensure we're complimenting all of our customers and partners on what they want to be, obviously, as part of this new transformation we're seeing globally. Obviously now, ladies and gentlemen, without further ado once again, to tell us more about what's going on today, our announcements, obviously, that all of you will be reading about and seeing in the breakout and the demo sessions with our segment general managers this afternoon is our president of the data center, Mr. Kirk Skaugen. (upbeat instrumental) >> Good morning, and let me add my welcome to Transform. I just crossed my six months here at Lenovo after over 24 years at Intel Corporation, and I can tell you, we've been really busy over the last six months, and I'm more excited and enthusiastic than ever and hope to share some of that with you today. Today's event is called "Transform", and today we're announcing major new transformations in Lenovo, in the data center, but more importantly, we're celebrating the business results that these platforms are going to have on society and with international supercomputing going on in parallel in Frankfurt, some of the amazing scientific discoveries that are going to happen on some of these platforms. Lenovo has gone through some significant transformations in the last two years, since we acquired the IBM x86 business, and that's really positioning us for this next phase of growth, and we'll talk more about that later. Today, we're announcing the largest end-to-end data center portfolio in Lenovo's history, as you heard from YY, and we're really taking the best of the x86 heritage from our IBM acquisition of the x86 server business and combining that with the cost economics that we've delivered from kind of our China heritage. As we've talked to some of the analysts in the room, it's really that best of the east and best of the west is combining together in this announcement today. We're going to be announcing two new brands, building on our position as the number one x86 server vendor in both customer satisfaction and in reliability, and we're also celebrating, next month in July, a very significant milestone, which will we'll be shipping our 20 millionth x86 server into the industry. For us, it's an amazing time, and it's an inflection point to kind of look back, pause, but also share the next phase of Lenovo and the exciting vision for the future. We're also making some declarations on our vision for the future today. Again, international supercomputing's going on, and, as it turns out, we're the fastest growing supercomputer company on earth. We'll talk about that. Our goal today that we're announcing is that we plan in the next several years to become number one in supercomputing, and we're going to put the investments behind that. We're also committing to our customers that we're going to disrupt the status quo and accelerate the pace of innovation, not just in our legacy server solutions, but also in Software-Defined because what we've heard from you is that that lack of legacy, we don't have a huge router business or a huge sand business to protect. It's that lack of legacy that's enabling us to invest and get ahead of the curb on this next transition to Software-Defined. So you're going to see us doing that through building our internal IP, through some significant joint ventures, and also through some merges and acquisitions over the next several quarters. Altogether, we're driving to be the most trusted data center provider in the industry between us and our customers and our suppliers. So a quick summary of what we're going to dive into today, both in my keynote as well as in the breakout sessions. We're in this transformation to the next phase of Lenovo's data center growth. We're closing out our previous transformation. We actually, believe it or not, in the last six months or so, have renegotiated 18,000 contracts in 160 countries. We built out an entire end-to-end organization from development and architecture all the way through sales and support. This next transformation, I think, is really going to excite Lenovo shareholders. We're building the largest data center portfolio in our history. I think when IBM would be up here a couple years ago, we might have two or three servers to announce in time to market with the next Intel platform. Today, we're announcing 14 new servers, seven new storage systems, an expanded set of networking portfolios based on our legacy with Blade Network Technologies and other companies we've acquired. Two new brands that we'll talk about for both data center infrastructure and Software-Defined, a new set of premium premiere services as well as a set of engineered solutions that are going to help our customers get to market faster. We're going to be celebrating our 20 millionth x86 server, and as Rod said, 25 years in x86 server compute, and Christian will be up here talking about 25 years of ThinkPad as well. And then a new end-to-end segmentation model because all of these strategies without execution are kind of meaningless. I hope to give you some confidence in the transformation that Lenovo has gone through as well. So, having observed Lenovo from one of its largest partners, Intel, for more than a couple decades, I thought I'd just start with why we have confidence on the foundation that we're building off of as we move from a PC company into a data center provider in a much more significant way. So Lenovo today is a company of $43 billion in sales. Absolutely astonishing, it puts us at about Fortune 202 as a company, with 52,000 employees around the world. We're supporting and have service personnel, almost a little over 10,000 service personnel that service our servers and data center technologies in over 160 countries that provide onsite service and support. We have seven data center research centers. One of the reasons I came from Intel to Lenovo was that I saw that Lenovo became number one in PCs, not through cost cutting but through innovation. It was Lenovo that was partnering on the next-generation Ultrabooks and two-in-ones and tablets in the modem mods that you saw, but fundamentally, our path to number one in data center is going to be built on innovation. Lastly, we're one of the last companies that's actually building not only our own motherboards at our own motherboard factories, but also with five global data center manufacturing facilities. Today, we build about four devices a second, but we also build over 100 servers per hour, and the cost economics we get, and I just visited our Shenzhen factory, of having everything from screws to microprocessors come up through the elevator on the first floor, go left to build PCs and ThinkPads and go right to build server technology, means we have some of the world's most cost effective solutions so we can compete in things like hyperscale computing. So it's with that that I think we're excited about the foundation that we can build off of on the Data Center Group. Today, as we stated, this event is about transformation, and today, I want to talk about three things we're going to transform. Number one is the customer experience. Number two is the data center and our customer base with Software-Defined infrastructure, and then the third is talk about how we plan to execute flawlessly with a new transformation that we've had internally at Lenovo. So let's dive into it. On customer experience, really, what does it mean to transform customer experience? Industry pundits say that if you're not constantly innovating, you can fall behind. Certainly the technology industry that we're in is transforming at record speed. 42% of business leaders or CIOs say that digital first is their top priority, but less than 50% actually admit that they have a strategy to get there. So people are looking for a partner to keep pace with that innovation and change, and that's really what we're driving to at Lenovo. So today we're announcing a set of plans to take another step function in customer experience, and building off of our number one position. Just recently, Gartner shows Lenovo as the number 24 supply chains of companies over $12 billion. We're up there with Amazon, Coca-Cola, and we've now completely re-architected our supply chain in the Data Center Group from end to end. Today, we can deliver 90% of our SKUs, order to ship in less than seven days. The artificial intelligence that YY mentioned is optimizing our performance even further. In services, as we talked about, we're now in 160 countries, supporting on-site support, 50 different call centers around the world for local language support, and we're today announcing a whole set of new premiere support services that I'll get into in a second. But we're building on what's already better than 90% customer satisfaction in this space. And then in development, for all the engineers out there, we started foundationally for this new set of products, talking about being number one in reliability and the lowest downtime of any x86 server vendor on the planet, and these systems today are architected to basically extend that leadership position. So let me tell you the realities of reliability. This is ITIC, it's a reliability report. 750 CIOs and IT managers from more than 20 countries, so North America, Europe, Asia, Australia, South America, Africa. This isn't anything that's paid for with sponsorship dollars. Lenovo has been number one for four years running on x86 reliability. This is the amount of downtime, four hours or more, in mission-critical environments from the leading x86 providers. You can see relative to our top two competitors that are ahead of us, HP and Dell, you can see from ITIC why we are building foundationally off of this, and why it's foundational to how we're developing these new platforms. In customer satisfaction, we are also rated number one in x86 server customer satisfaction. This year, we're now incentivizing every single Lenovo employee on customer satisfaction and customer experience. It's been a huge mandate from myself and most importantly YY as our CEO. So you may say well what is the basis of this number one in customer satisfaction, and it's not just being number one in one category, it's actually being number one in 21 of the 22 categories that TBR talks about. So whether it's performance, support systems, online product information, parts and availability replacement, Lenovo is number one in 21 of the 22 categories and number one for six consecutive studies going back to Q1 of 2015. So this, again, as we talk about the new product introductions, it's something that we absolutely want to build on, and we're humbled by it, and we want to continue to do better. So let's start now on the new products and talk about how we're going to transform the data center. So today, we are announcing two new product offerings. Think Agile and ThinkSystem. If you think about the 25 years of ThinkPad that Christian's going to talk about, Lenovo has a continuous learning culture. We're fearless innovators, we're risk takers, we continuously learn, but, most importantly, I think we're humble and we have some humility. That when we fail, we can fail fast, we learn, and we improve. That's really what drove ThinkPad to number one. It took about eight years from the acquisition of IBM's x86 PC business before Lenovo became number one, but it was that innovation, that listening and learning, and then improving. As you look at the 25 years of ThinkPad, there were some amazing successes, but there were also some amazing failures along the way, but each and every time we learned and made things better. So this year, as Rod said, we're not just celebrating 25 years of ThinkPad, but we're celebrating 25 years of x86 server development since the original IBM PC servers in 1992. It's a significant day for Lenovo. Today, we're excited to announce two new brands. ThinkSystem and ThinkAgile. It's an important new announcement that we started almost three years ago when we acquired the x86 server business. Why don't we run a video, and we'll show you a little bit about ThinkSystem and ThinkAgile. >> Narrator: The status quo is comfortable. It gets you by, but if you think that's good enough for your data center, think again. If adoption is becoming more complicated when it should be simpler, think again. If others are selling you technology that's best for them, not for you, think again. It's time for answers that win today and tomorrow. Agile, innovative, different. Because different is better. Different embraces change and makes adoption simple. Different designs itself around you. Using 25 years of innovation and design and R&D. Different transforms, it gives you ThinkSystem. World-record performance, most reliable, easy to integrate, scales faster. Different empowers you with ThinkAgile. It redefines the experience, giving you the speed of Cloud and the control of on-premise IT. Responding faster to what your business really needs. Different defines the future. Introducing Lenovo ThinkSystem and ThinkAgile. (exciting and slightly aggressive digital instrumental) >> All right, good stuff, huh? (audience applauds) So it's built off of this 25-year history of us being in the x86 server business, the commitment we established three years ago after acquiring the x86 server business to be and have the most reliable, the most agile, and the most highest-performing data center solutions on the planet. So today we're announcing two brands. ThinkSystem is for the traditional data center infrastructure, and ThinkAgile is our brand for Software-Defined infrastructure. Again, the teams challenge themselves from the start, how do we build off this rich heritage, expanding our position as number one in customer satisfaction, reliability, and one of the world's best supply chains. So let's start and look at the next set of solutions. We have always prided ourself that little things don't mean a lot. Little things mean everything. So today, as we said on the legacy solutions, we have over 30 world-record performance benchmarks on Intel architecture, and more than actually 150 since we started tracking this back in 2001. So it's the little pieces of innovation. It's the fine tuning that we do with our partners like an Intel or a Microsoft, an SAP, VMware, and Nutanix that's enabling us to get these world-record performance benchmarks, and with this next generation of solutions we think we'll continue to certainly do that. So today we're announcing the most comprehensive portfolio ever in our data center history. There's 14 servers, seven storage devices, and five network switches. We're also announcing, which is super important to our customer base, a set of new premiere service options. That's giving you fast access directly to a level two support person. No automated response system involved. You get to pick up the phone and directly talk to a level two support person that's going to have end-to-end ownership of the customer experience for ThinkSystem. With ThinkAgile, that's going to be completely bundled with every ThinkAgile you purchase. In addition, we're having white glove service on site that will actually unbox the product for you and get it up and running. It's an entirely new set of solutions for hybrid Cloud, for big data analytics and database applications around these engineered solutions. These are like 40- to 50-page guides where we fine-tuned the most important applications around virtual desktop infrastructure and those kinds of applications, working side by side with all of our ISP partners. So significantly expanding, not just the hardware but the software solutions that, obviously, you, as our customers, are running. So if you look at ThinkSystem innovation, again, it was designed for the ultimate in flexibility, performance, and reliability. It's a single now-unified brand that combines what used to be the Lenovo Think server and the IBM System x products now into a single brand that spans server, storage, and networking. We're basically future-proofing it for the next-generation data center. It's a significantly simplified portfolio. One of the big pieces that we've heard is that the complexity of our competitors has really been overwhelming to customers. We're building a more flexible, more agile solution set that requires less work, less qualification, and more future proofing. There's a bunch of things in this that you'll see in the demos. Faster time-to-service in terms of the modularity of the systems. 12% faster service equating to almost $50 thousand per hour of reduced downtime. Some new high-density options where we have four nodes and a 2U, twice the density to improve and reduce outbacks and mission-critical workloads. And then in high-performance computing and supercomputing, we're going to spend some time on that here shortly. We're announcing new water-cooled solutions. We have some of the most premiere water-cooled solutions in the world, with more than 25 patents pending now, just in the water-cooled solutions for supercomputing. The performance that we think we're going to see out of these systems is significant. We're building off of that legacy that we have today on the existing Intel solutions. Today, we believe we have more than 50% of SAP HANA installations in the world. In fact, SAP just went public that they're running their internal SAP HANA on Lenovo hardware now. We're seeing a 59% increase in performance on SAP HANA generation on generation. We're seeing 31% lower total cost to ownership. We believe this will continue our position of having the highest level of five-nines in the x86 server industry. And all of these servers will start being available later this summer when the Intel announcements come out. We're also announcing the largest storage portfolio in our history, significantly larger than anything we've done in the past. These are all available today, including some new value class storage offerings. Our network portfolio is expanding now significantly. It was a big surprise when I came to Lenovo, seeing the hundreds of engineers we had from the acquisition of Blade Network Technologies and others with our teams in Romania, Santa Clara, really building out both the embedded portfolio but also the top racks, which is around 10 gig, 25 gig, and 100 gig. Significantly better economics, but all the performance you'd expect from the largest networking companies in the world. Those are also available today. ThinkAgile and Software-Defined, I think the one thing that has kind of overwhelmed me since coming in to Lenovo is we are being embraced by our customers because of our lack of legacy. We're not trying to sell you one more legacy SAN at 65% margins. ThinkAgile really was founded, kind of born free from the shackles of legacy thinking and legacy infrastructure. This is just the beginning of what's going to be an amazing new brand in the transformation to Software-Defined. So, for Lenovo, we're going to invest in our own internal organic IP. I'll foreshadow: There's some significant joint ventures and some mergers and acquisitions that are going to be coming in this space. And so this will be the foundation for our Software-Defined networking and storage, for IoT, and ultimately for the 5G build-out as well. This is all built for data centers of tomorrow that require fluid resources, tightly integrated software and hardware in kind of an appliance, selling at the rack level, and so we'll show you how that is going to take place here in a second. ThinkAgile, we have a few different offerings. One is around hyperconverged storage, Hybrid Cloud, and also Software-Defined storage. So we're really trying to redefine the customer experience. There's two different solutions we're having today. It's a Microsoft Azure solution and a Nutanix solution. These are going to be available both in the appliance space as well as in a full rack solution. We're really simplifying and trying to transform the entire customer experience from how you order it. We've got new capacity planning tools that used to take literally days for us to get the capacity planning done. It's now going down to literally minutes. We've got new order, delivery, deployment, administration service, something we're calling ThinkAgile Advantage, which is the white glove unboxing of the actual solutions on prem. So the whole thing when you hear about it in the breakout sessions about transforming the entire customer experience with both an HX solution and an SX solution. So again, available at the rack level for both Nutanix and for Microsoft Solutions available in just a few months. Many of you in the audience since the Microsoft Airlift event in Seattle have started using these things, and the feedback to date has been fantastic. We appreciate the early customer adoption that we've seen from people in the audience here. So next I want to bring up one of our most important partners, and certainly if you look at all of these solutions, they're based on the next-generation Intel Xeon scalable processor that's going to be announcing very very soon. I want to bring on stage Rupal Shah, who's the corporate vice president and general manager of Global Data Center Sales with Intel, so Rupal, please join me. (upbeat instrumental) So certainly I have long roots at Intel, but why don't you talk about, from Intel's perspective, why Lenovo is an important partner for Lenovo. >> Great, well first of all, thank you very much. I've had the distinct pleasure of not only working with Kirk for many many years, but also working with Lenovo for many years, so it's great to be here. Lenovo is not only a fantastic supplier and leader in the industry for Intel-based servers but also a very active partner in the Intel ecosystem. In the Intel ecosystem, specifically, in our partner programs and in our builder programs around Cloud, around the network, and around storage, I personally have had a long history in working with Lenovo, and I've seen personally that PC transformation that you talked about, Kirk, and I believe, and I know that Intel believes in Lenovo's ability to not only succeed in the data center but to actually lead in the data center. And so today, the ThinkSystem and ThinkAgile announcement is just so incredibly important. It's such a great testament to our two companies working together, and the innovation that we're able to bring to the market, and all of it based on the Intel Xeon scalable processor. >> Excellent, so tell me a little bit about why we've been collaborating, tell me a little bit about why you're excited about ThinkSystem and ThinkAgile, specifically. >> Well, there are a lot of reasons that I'm excited about the innovation, but let me talk about a few. First, both of our companies really stand behind the fact that it's increasingly a hybrid world. Our two companies offer a range of solutions now to customers to be able to address their different workload needs. ThinkSystem really brings the best, right? It brings incredible performance, flexibility in data center deployment, and industry-leading reliability that you've talked about. And, as always, Xeon has a history of being built for the data center specifically. The Intel Xeon scalable processor is really re-architected from the ground up in order to enhance compute, network, and storage data flows so that we can deliver workload optimized performance for both a wide range of traditional workloads and traditional needs but also some emerging new needs in areas like artificial intelligence. Second is when it comes to the next generation of Cloud infrastructure, the new Lenovo ThinkAgile line offers a truly integrated offering to address data center pain points, and so not only are you able to get these pretested solutions, but these pretested solutions are going to get deployed in your infrastructure faster, and they're going to be deployed in a way that's going to meet your specific needs. This is something that is new for both of us, and it's an incredible innovation in the marketplace. I think that it's a great addition to what is already a fantastic portfolio for Lenovo. >> Excellent. >> Finally, there's high-performance computing. In high-performance computing. First of all, congratulations. It's a big week, I think, for both of us. Fantastic work that we've been doing together in high-performance computing and actually bringing the best of the best to our customers, and you're going to hear a whole lot more about that. We obviously have a number of joint innovation centers together between Intel and Lenovo. Tell us about some of the key innovations that you guys are excited about. >> Well, Intel and Lenovo, we do have joint innovation labs around the world, and we have a long and strong history of very tight collaboration. This has brought a big wave of innovation to the marketplace in areas like software-defined infrastructure. Yet another area is working closely on a joint vision that I think our two companies have in artificial intelligence. Intel is very committed to the world of AI, and we're committed in making the investments required in technology development, in training, and also in R&D to be able to deliver end-to-end solutions. So with Intel's comprehensive technology portfolio and Lenovo's development and innovation expertise, it's a great combination in this space. I've already talked a little bit about HPC and so has Kirk, and we're going to hear a little bit more to come, but we're really building the fastest compute solutions for customers that are solving big problems. Finally, we often talk about processors from Intel, but it's not just about the processors. It's way beyond that. It's about engaging at the solution level for our customers, and I'm so excited about the work that we've done together with Lenovo to bring to market products like Intel Omni-Path Architecture, which is really the fabric for high-performance data centers. We've got a great showing this week with Intel Omni-Path Architecture, and I'm so grateful for all the work that we've done to be able to bring true solutions to the marketplace. I am really looking forward to our future collaboration with Lenovo as we have in the past. I want to thank you again for inviting me here today, and congratulations on a fantastic launch. >> Thank you, Rupal, very much, for the long partnership. >> Thank you. (audience applauds) >> Okay, well now let's transition and talk a little bit about how Lenovo is transforming. The first thing we've done when I came on board about six months ago is we've transformed to a truly end-to-end organization. We're looking at the market segments I think as our customers define them, and we've organized into having vice presidents and senior vice presidents in charge of each of these major groups, thinking really end to end, from architecture all the way to end of life and customer support. So the first is hyperscale infrastructure. It's about 20% on the market by 2020. We've hired a new vice president there to run that business. Given we can make money in high-volume desktop PCs, it's really the manufacturing prowess, deep engineering collaboration that's enabling us to sell into Baidu, and to Alibaba, Tencent, as well as the largest Cloud vendors on the West Coast here in the United States. We believe we can make money here by having basically a deep deep engineering engagement with our key customers and building on the PC volume economics that we have within Lenovo. On software-defined infrastructure, again, it's that lack of legacy that I think is propelling us into this space. We're not encumbered by trying to sell one more legacy SAN or router, and that's really what's exciting us here, as we transform from a hardware to a software-based company. On HPC and AI, as we said, we'll talk about this in a second. We're the fastest-growing supercomputing company on earth. We have aspirations to be the largest supercomputing company on earth, with China and the U.S. vying for number one in that position, it puts us in a good position there. We're going to bridge that into artificial intelligence in our upcoming Shanghai Tech World. The entire day is around AI. In fact, YY has committed $1.2 billion to artificial intelligence over the next few years of R&D to help us bridge that. And then on data center infrastructure, is really about moving to a solutions based infrastructure like our position with SAP HANA, where we've gone deep with engineers on site at SAP, SAP running their own infrastructure on Lenovo and building that out beyond just SAP to other solutions in the marketplace. Overall, significantly expanding our services portfolio to maintain our number one customer satisfaction rating. So given ISC, or International Supercomputing, this week in Frankfurt, and a lot of my team are actually over there, I wanted to just show you the transformation we've had at Lenovo for delivering some of the technology to solve some of the most challenging humanitarian problems on earth. Today, we are the fastest-growing supercomputer company on the planet in terms of number of systems on the Top 500 list. We've gone from zero to 92 positions in just a few short years, but IDC also positions Lenovo as the fast-growing supercomputer and HPC company overall at about 17% year on year growth overall, including all of the broad channel, the regional universities and this kind of thing, so this is an exciting place for us. I'm excited today that Sergi has come all the way from Spain to be with us today. It's an exciting time because this week we announce the fastest next-generation Intel supercomputer on the planet at Barcelona Supercomputer. Before I bring Sergi on stage, let's run a video and I'll show you why we're excited about the capabilities of these next-generation supercomputers. Run the video please. >> Narrator: Different creates one of the most powerful supercomputers for the Barcelona Supercomputer Center. A high-performance, high-capacity design to help shape tomorrow's world. Different designs what's best for you, with 25 years of end-to-end expertise delivering large-scale solutions. It integrates easily with technology from industry partners, through deep collaboration with the client to manufacture, test, configure, and install at global scale. Different achieves the impossible. The first of a new series. A more energy-efficient supercomputer yet 10 times more powerful than its predecessor. With over 3,400 Lenovo ThinkSystem servers, each performing over two trillion calculations per second, giving us 11.1 petaflop capacity. Different powers MareNostrum, a supercomputer that will help us better understand cancer, help discover disease-fighting therapies, predict the impact of climate change. MareNostrom 4.0 promises to uncover answers that will help solve humanities greatest challenges. (audience applauds) >> So please help me in welcoming operations director of the Barcelona Supercomputer Center, Sergi Girona. So welcome, and again, congratulations. It's been a big week for both of us. But I think for a long time, if you haven't been to Barcelona, this has been called the world's most beautiful computer because it's in one of the most gorgeous chapels in the world as you can see here. Congratulations, we now are number 13 on the Top500 list and the fastest next-generation Intel computer. >> Thank you very much, and congratulations to you as well. >> So maybe we can just talk a little bit about what you've done over the last few months with us. >> Sure, thank you very much. It is a pleasure for me being invited here to present to you what we've been doing with Lenovo so far and what we are planning to do in the next future. I'm representing here Barcelona Supercomputing Center. I am presenting high-performance computing services to science and industry. How we see these science services has changed the paradigm of science. We are coming from observation. We are coming from observation on the telescopes and the microscopes and the building of infrastructures, but this is not affordable anymore. This is very expensive, so it's not possible, so we need to move to simulations. So we need to understand what's happening in our environment. We need to predict behaviors only going through simulation. So, at BSC, we are devoted to provide services to industry, to science, but also we are doing our own research because we want to understand. At the same time, we are helping and developing the new engineers of the future on the IT, on HPC. So we are having four departments based on different topics. The main and big one is wiling to understand how we are doing the next supercomputers from the programming level to the performance to the EIA, so all these things, but we are having also interest on what about the climate change, what's the air quality that we are having in our cities. What is the precision medicine we need to have. How we can see that the different drugs are better for different individuals, for different humans, and of course we have an energy department, taking care of understanding what's the better optimization for a cold, how we can save energy running simulations on different topics. But, of course, the topic of today is not my research, but it's the systems we are building in Barcelona. So this is what we have been building in Barcelona so far. From left to right, you have the preparation of the facility because this is 160 square meters with 1.4 megabytes, so that means we need new piping, we need new electricity, at the same time in the center we have to install the core services of the system, so the management practices, and then on the right-hand side you have installation of the networking, the Omni-Path by Intel. Because all of the new racks have to be fully integrated and they need to come into operation rapidly. So we start deployment of the system May 15, and we've now been ending and coming in production July first. All the systems, all the (mumbles) systems from Lenovo are coming before being open and available. What we've been installing here in Barcelona is general purpose systems for our general workload of the system with 3,456 nodes. Everyone of those having 48 cores, 96 gigabytes main memory for a total capacity of about 400 terabytes memory. The objective of this is that we want to, all the system, all the processors, to work together for a single execution for running altogether, so this is an example of the platinum processors from Intel having 24 cores each. Of course, for doing this together with all the cores in the same application, we need a high-speed network, so this is Omni-Path, and of course all these cables are connecting all the nodes. Noncontention, working together, cooperating. Of course, this is a bunch of cables. They need to be properly aligned in switches. So here you have the complete presentation. Of course, this is general purpose, but we wanted to invest with our partners. We want to understand what the supercomputers we wanted to install in 2020, (mumbles) Exascale. We want to find out, we are installing as well systems with different capacities with KNH, with power, with ARM processors. We want to leverage our obligations for the future. We want to make sure that in 2020 we are ready to move our users rapidly to the new technologies. Of course, this is in total, giving us a total capacity of 13.7 petaflops that it's 12 times the capacity of the former MareNostrum four years ago. We need to provide the services to our scientists because they are helping to solve problems for humanity. That's the place we are going to go. Last is inviting you to come to Barcelona to see our place and our chapel. Thank you very much (audience applauds). >> Thank you. So now you can all go home to your spouses and significant others and say you have a formal invitation to Barcelona, Spain. So last, I want to talk about what we've done to transform Lenovo. I think we all know the history is nice but without execution, none of this is going to be possible going forward, so we have been very very busy over the last six months to a year of transforming Lenovo's data center organization. First, we moved to a dedicated end-to-end sales and marketing organization. In the past, we had people that were shared between PC and data center, now thousands of sales people around the world are 100% dedicated end to end to our data center clients. We've moved to a fully integrated and dedicated supply chain and procurement organization. A fully dedicated quality organization, 100% dedicated to expanding our data center success. We've moved to a customer-centric segment, again, bringing in significant new leaders from outside the company to look end to end at each of these segments, supercomputing being very very different than small business, being very very different than taking care of, for example, a large retailer or bank. So around hyperscale, software-defined infrastructure, HPC, AI, and supercomputing and data center solutions-led infrastructure. We've built out a whole new set of global channel programs. Last year, or a year passed, we have five different channel programs around the world. We've now got one simplified channel program for dealer registration. I think our channel is very very energized to go out to market with Lenovo technology across the board, and a whole new set of system integrator relationships. You're going to hear from one of them in Christian's discussion, but a whole new set of partnerships to build solutions together with our system integrative partners. And, again, as I mentioned, a brand new leadership team. So look forward to talking about the details of this. There's been a significant amount of transformation internal to Lenovo that's led to the success of this new product introduction today. So in conclusion, I want to talk about the news of the day. We are transforming Lenovo to the next phase of our data center growth. Again, in over 160 countries, closing on that first phase of transformation and moving forward with some unique declarations. We're launching the largest portfolio in our history, not just in servers but in storage and networking, as everything becomes kind of a software personality on top of x86 Compute. We think we're very well positioned with our scale on PCs as well as data center. Two new brands for both data center infrastructure and Software-Defined, without the legacy shackles of our competitors, enabling us to move very very quickly into Software-Defined, and, again, foreshadowing some joint ventures in M&A that are going to be coming up that will further accelerate ourselves there. New premiere support offerings, enabling you to get direct access to level two engineers and white glove unboxing services, which are going to be bundled along with ThinkAgile. And then celebrating the milestone of 25 years in x86 server compute, not just ThinkPads that you'll hear about shortly, but also our 20 million server shipping next month. So we're celebrating that legacy and looking forward to the next phase. And then making sure we have the execution engine to maintain our position and grow it, being number one in customer satisfaction and number one in quality. So, with that, thank you very much. I look forward to seeing you in the breakouts today and talking with many of you, and I'll bring Rod back up to transition us to the next section. Thank you. (audience applauds) >> All right, Kirk, thank you, sir. All right, ladies and gentlemen, what did you think of that? How about a big round of applause for ThinkAgile, ThinkSystems new brands? (audience applauds) And, obviously, with that comes a big round of applause, for Kirk Skaugen, my boss, so we've got to give him a big round of applause, please. I need to stay employed, it's very important. All right, now you just heard from Kirk about some of the new systems, the brands. How about we have a quick look at the video, which shows us the brand new DCG images. >> Narrator: Legacy thinking is dead, stuck in the past, selling the same old stuff, over and over. So then why does it seem like a data center, you know, that thing powering all our little devices and more or less everything interaction today is still stuck in legacy thinking because it's rigid, inflexible, slow, but that's not us. We don't do legacy. We do different. Because different is fearless. Different reduces Cloud deployment from days to hours. Different creates agile technology that others follow. Different is fluid. It uses water-cooling technology to save energy. It co-innovates with some of the best minds in the industry today. Different is better, smarter. Maybe that's why different already holds so many world-record benchmarks in everything. From virtualization to database and application performance or why it's number one in reliability and customer satisfaction. Legacy sells you what they want. Different builds the data center you need without locking you in. Introducing the Data Center Group at Lenovo. Different... Is better. >> All right, ladies and gentlemen, a big round of applause, once again (mumbles) DCG, fantastic. And I'm sure all of you would agree, and Kirk mentioned it a couple of times there. No legacy means a real consultative approach to our customers, and that's something that we really feel is differentiated for ourselves. We are effectively now one of the largest startups in the DCG space, and we are very much ready to disrupt. Now, here in New York City, obviously, the heart of the fashion industry, and much like fashion, as I mentioned earlier, we're different, we're disruptive, we're agile, smarter, and faster. I'd like to say that about myself, but, unfortunately, I can't. But those of you who have observed, you may have noticed that I, too, have transformed. I don't know if anyone saw that. I've transformed from the pinstripe blue, white shirt, red tie look of the, shall we say, our predecessors who owned the x86 business to now a very Lenovo look. No tie and consequently a little bit more chic New York sort of fashion look, shall I say. Nothing more than that. So anyway, a bit of a transformation. It takes a lot to get to this look, by the way. It's a lot of effort. Our next speaker, Christian Teismann, is going to talk a lot about the core business of Lenovo, which really has been, as we've mentioned today, our ThinkPad, 25-year anniversary this year. It's going to be a great celebration inside Lenovo, and as we get through the year and we get closer and closer to the day, you'll see a lot more social and digital work that engages our customers, partners, analysts, et cetera, when we get close to that birthday. Customers just generally are a lot tougher on computers. We know they are. Whether you hang onto it between meetings from the corner of the Notebook, and that's why we have magnesium chassis inside the box or whether you're just dropping it or hypothetically doing anything else like that. We do a lot of robust testing on these products, and that's why it's the number one branded Notebook in the world. So Christian talks a lot about this, but I thought instead of having him talk, I might just do a little impromptu jump back stage and I'll show you exactly what I'm talking about. So follow me for a second. I'm going to jaunt this way. I know a lot of you would have seen, obviously, the front of house here, what we call the front of house. Lots of videos, et cetera, but I don't think many of you would have seen the back of house here, so I'm going to jump through the back here. Hang on one second. You'll see us when we get here. Okay, let's see what's going on back stage right now. You can see one of the team here in the back stage is obviously working on their keyboard. Fantastic, let me tell you, this is one of the key value props of this product, obviously still working, lots of coffee all over it, spill-proof keyboard, one of the key value propositions and why this is the number one laptop brand in the world. Congratulations there, well done for that. Obviously, we test these things. Height, distances, Mil-SPEC approved, once again, fantastic product, pick that up, lovely. Absolutely resistant to any height or drops, once again, in line with our Mil-SPEC. This is Charles, our producer and director back stage for the absolute event. You can see, once again, sand, coincidentally, in Manhattan, who would have thought a snow storm was occurring here, but you can throw sand. We test these things for all of the elements. I've obviously been pretty keen on our development solutions, having lived in Japan for 12 years. We had this originally designed in 1992 by (mumbles), he's still our chief development officer still today, fantastic, congratulations, a sand-enhanced notebook, he'd love that. All right, let's get back out front and on with the show. Watch the coffee. All right, how was that? Not too bad (laughs). It wasn't very impromptu at all, was it? Not at all a set up (giggles). How many people have events and have a bag of sand sitting on the floor right next to a Notebook? I don't know. All right, now it's time, obviously, to introduce our next speaker, ladies and gentlemen, and I hope I didn't steal his thunder, obviously, in my conversations just now that you saw back stage. He's one of my best friends in Lenovo and easily is a great representative of our legendary PC products and solutions that we're putting together for all of our customers right now, and having been an ex-Pat with Lenovo in New York really calls this his second home and is continually fighting with me over the fact that he believes New York has better sushi than Tokyo, let's welcome please, Christian Teismann, our SVP, Commercial Business Segment, and PC Smart Office. Christian Teismann, come on up mate. (audience applauds) >> So Rod thank you very much for this wonderful introduction. I'm not sure how much there is to add to what you have seen already back stage, but I think there is a 25-year of history I will touch a little bit on, but also a very big transformation. But first of all, welcome to New York. As Rod said, it's my second home, but it's also a very important place for the ThinkPad, and I will come back to this later. The ThinkPad is thee industry standard of business computing. It's an industry icon. We are celebrating 25 years this year like no other PC brand has done before. But this story today is not looking back only. It's a story looking forward about the future of PC, and we see a transformation from PCs to personalized computing. I am privileged to lead the commercial PC and Smart device business for Lenovo, but much more important beyond product, I also am responsible for customer experience. And this is what really matters on an ongoing basis. But allow me to stay a little bit longer with our iconic ThinkPad and history of the last 25 years. ThinkPad has always stand for two things, and it always will be. Highest quality in the industry and technology innovation leadership that matters. That matters for you and that matters for your end users. So, now let me step back a little bit in time. As Rod was showing you, as only Rod can do, reliability is a very important part of ThinkPad story. ThinkPads have been used everywhere and done everything. They have survived fires and extreme weather, and they keep surviving your end users. For 25 years, they have been built for real business. ThinkPad also has a legacy of first innovation. There are so many firsts over the last 25 years, we could spend an hour talking about them. But I just want to cover a couple of the most important milestones. First of all, the ThinkPad 1992 has been developed and invented in Japan on the base design of a Bento box. It was designed by the famous industrial designer, Richard Sapper. Did you also know that the ThinkPad was the first commercial Notebook flying into space? In '93, we traveled with the space shuttle the first time. For two decades, ThinkPads were on every single mission. Did you know that the ThinkPad Butterfly, the iconic ThinkPad that opens the keyboard to its size, is the first and only computer showcased in the permanent collection of the Museum of Modern Art, right here in New York City? Ten years later, in 2005, IBM passed the torch to Lenovo, and the story got even better. Over the last 12 years, we sold over 100 million ThinkPads, four times the amount IBM sold in the same time. Many customers were concerned at that time, but since then, the ThinkPad has remained the best business Notebook in the industry, with even better quality, but most important, we kept innovating. In 2012, we unveiled the X1 Carbon. It was the thinnest, lightest, and still most robust business PC in the world. Using advanced composited materials like a Formula One car, for super strengths, X1 Carbon has become our ThinkPad flagship since then. We've added an X1 Carbon Yoga, a 360-degree convertible. An X1 Carbon tablet, a detachable, and many new products to come in the future. Over the last few years, many new firsts have been focused on providing the best end-user experience. The first dual-screen mobile workstation. The first Windows business tablet, and the first business PC with OLED screen technology. History is important, but a massive transformation is on the way. Future success requires us to think beyond the box. Think beyond hardware, think beyond notebooks and desktops, and to think about the future of personalized computing. Now, why is this happening? Well, because the business world is rapidly changing. Looking back on history that YY gave, and the acceleration of innovation and how it changes our everyday life in business and in personal is driving a massive change also to our industry. Most important because you are changing faster than ever before. Human capital is your most important asset. In today's generation, they want to have freedom of choice. They want to have a product that is tailored to their specific needs, every single day, every single minute, when they use it. But also IT is changing. The Cloud, constant connectivity, 5G will change everything. Artificial intelligence is adding things to the capability of an infrastructure that we just are starting to imagine. Let me talk about the workforce first because it's the most important part of what drives this. The millennials will comprise more than half of the world's workforce in 2020, three years from now. Already, one out of three millennials is prioritizing mobile work environment over salary, and for nearly 60% of all new hires in the United States, technology is a very important factor for their job search in terms of the way they work and the way they are empowered. This new generation of new employees has grown up with PCs, with Smart phones, with tablets, with touch, for their personal use and for their occupation use. They want freedom. Second, the workplace is transforming. The video you see here in the background. This is our North America headquarters in Raleigh, where we have a brand new Smart workspace. We have transformed this to attract the new generation of workers. It has fewer traditional workspaces, much more meaning and collaborative spaces, and Lenovo, like many companies, is seeing workspaces getting smaller. An average workspace per employee has decreased by 30% over the last five years. Employees are increasingly mobile, but, if they come to the office, they want to collaborate with their colleagues. The way we collaborate and communicate is changing. Investment in new collaboration technology is exploding. The market of collaboration technology is exceeding the market of personal computing today. It will grow in the future. Conference rooms are being re-imagined from a ratio of 50 employees to one large conference room. Today, we are moving into scenarios of four employees to one conference room, and these are huddle rooms, pioneer spaces. Technology is everywhere. Video, mega-screens, audio, electronic whiteboards. Adaptive technologies are popping up and change the way we work. As YY said earlier, the pace of the revolution is astonishing. So personalized computing will transform the PC we all know. There's a couple of key factors that we are integrating in our next generations of PC as we go forward. The most important trends that we see. First of all, choose your own device. We talked about this new generation of workforce. Employees who are used to choosing their own device. We have to respond and offer devices that are tailored to each end user's needs without adding complexity to how we operate them. PC is a service. Corporations increasingly are looking for on-demand computing in data center as well as in personal computing. Customers want flexibility. A tailored management solution and a services portfolio that completes the lifecycle of the device. Agile IT, even more important, corporations want to run an infrastructure that is agile, instant respond to their end-customer needs, that is self provisioning, self diagnostic, and remote software repair. Artificial intelligence. Think about artificial intelligence for you personally as your personal assistant. A personal assistant which does understand you, your schedule, your travel, your next task, an extension of yourself. We believe the PC will be the center of this mobile device universe. Mobile device synergy. Each of you have two devices or more with you. They need to work together across different operating systems, across different platforms. We believe Lenovo is uniquely positioned as the only company who has a Smart phone business, a PC business, and an infrastructure business to really seamlessly integrate all of these devices for simplicity and for efficiency. Augmented reality. We believe augmented reality will drive significantly productivity improvements in commercial business. The core will be to understand industry-specific solutions. New processes, new business challenges, to improve things like customer service and sales. Security will remain the foundation for personalized computing. Without security, without trust in the device integrity, this will not happen. One of the most important trends, I believe, is that the PC will transform, is always connected, and always on, like a Smart phone. Regardless if it's open, if it's closed, if you carry it, or if you work with it, it always is capable to respond to you and to work with you. 5G is becoming a reality, and the data capacity that will be out there is by far exceeding today's traffic imagination. Finally, Smart Office, delivering flexible and collaborative work environments regardless on where the worker sits, fully integrated and leverages all the technologies we just talked before. These are the main challenges you and all of your CIO and CTO colleagues have to face today. A changing workforce and a new set of technologies that are transforming PC into personalized computing. Let me give you a real example of a challenge. DXC was just formed by merging CSE company and HP's Enterprise services for the largest independent services company in the world. DXC is now a 25 billion IT services leader with more than 170,000 employees. The most important capital. 6,000 clients and eight million managed devices. I'd like to welcome their CIO, who has one of the most challenging workforce transformation in front of him. Erich Windmuller, please give him a round of applause. (audience applauds). >> Thank you Christian. >> Thank you. >> It's my pleasure to be here, thank you. >> So first of all, let me congratulation you to this very special time. By forming a new multi-billion-dollar enterprise, this new venture. I think it has been so far fantastically received by analysts, by the press, by customers, and we are delighted to be one of your strategic partners, and clearly we are collaborating around workforce transformation between our two companies. But let me ask you a couple of more personal questions. So by bringing these two companies together with nearly 200,00 employees, what are the first actions you are taking to make this a success, and what are your biggest challenges? >> Well, first, again, let me thank you for inviting me and for DXC Technology to be a part of this very very special event with Lenovo, so thank you. As many of you might expect, it's been a bit of a challenge over the past several months. My goal was really very simple. It was to make sure that we brought two companies together, and they could operate as one. We need to make sure that could continue to support our clients. We certainly need to make sure we could continue to sell, our sellers could sell. That we could pay our employees, that we could hire people, we could do all the basic foundational things that you might expect a company would want to do, but we really focused on three simple areas. I called it the three Cs. Connectivity, communicate, and collaborate. So we wanted to make sure that we connected our legacy data centers so we could transfer information and communicate back and forth. We certainly wanted to be sure that our employees could communicate via WIFI, whatever locations they may or may not go to. We certainly wanted to, when we talk about communicate, we need to be sure that everyone of our employees could send and receive email as a DXC employee. And that we had a single-enterprise directory and people could communicate, gain access to calendars across each of the two legacy companies, and then collaborate was also key. And so we wanted to be sure, again, that people could communicate across each other, that our legacy employees on either side could get access to many of their legacy systems, and, again, we could collaborate together as a single corporation, so it was challenging, but very very, great opportunity for all of us. And, certainly, you might expect cyber and security was a very very important topic. My chairman challenged me that we had to be at least as good as we were before from a cyber perspective, and when you bring two large companies together like that there's clearly an opportunity in this disruptive world so we wanted to be sure that we had a very very strong cyber security posture, of which Lenovo has been very very helpful in our achieving that. >> Thank you, Erich. So what does DXC consider as their critical solutions and technology for workplace transformation, both internally as well as out on the market? >> So workplace transformation, and, again, I've heard a lot of the same kinds of words that I would espouse... It's all about making our employees productive. It's giving the right tools to do their jobs. I, personally, have been focused, and you know this because Lenovo has been a very very big part of this, in working with our, we call it our My Style Workplace, it's an offering team in developing a solution and driving as much functionality as possible down to the workstation. We want to be able, for me, to avoid and eliminate other ancillary costs, audio video costs, telecommunication cost. The platform that we have, the digitized workstation that Lenovo has provided us, has just got a tremendous amount of capability. We want to streamline those solutions, as well, on top of the modern server. The modern platform, as we call it, internally. I'd like to congratulate Kirk and your team that you guys have successfully... Your hardware has been certified on our modern platform, which is a significant accomplishment between our two companies and our partnership. It was really really foundational. Lenovo is a big part of our digital workstation transformation, and you'll continue to be, so it's very very important, and I want you to know that your tools and your products have done a significant job in helping us bring two large corporations together as one. >> Thank you, Erich. Last question, what is your view on device as a service and hardware utility model? >> This is the easy question, right? So who in the room doesn't like PC or device as a service? This is a tremendous opportunity, I think, for all of us. Our corporation, like many of you in the room, we're all driven by the concept of buying devices in an Opex versus a Capex type of a world and be able to pay as you go. I think this is something that all of us would like to procure, product services and products, if you will, personal products, in this type of a mode, so I am very very eager to work with Lenovo to be sure that we bring forth a very dynamic and constructive device as a service approach. So very eager to do that with Lenovo and bring that forward for DXC Technology. >> Erich, thank you very much. It's a great pleasure to work with you, today and going forward on all sides. I think with your new company and our lineup, I think we have great things to come. Thank you very much. >> My pleasure, great pleasure, thank you very much. >> So, what's next for Lenovo PC? We already have the most comprehensive commercial portfolio in the industry. We have put the end user in the core of our portfolio to finish and going forward. Ultra mobile users, like consultants, analysts, sales and service. Heavy compute users like engineers and designers. Industry users, increasingly more understanding. Industry-specific use cases like education, healthcare, or banking. So, there are a few exciting things we have to announce today. Obviously, we don't have that broad of an announcement like our colleagues from the data center side, but there is one thing that I have that actually... Thank you Rod... Looks like a Bento box, but it's not a ThinkPad. It's a first of it's kind. It's the world's smallest professional workstation. It has the power of a tower in the Bento box. It has the newest Intel core architecture, and it's designed for a wide range of heavy duty workload. Innovation continues, not only in the ThinkPad but also in the desktops and workstations. Second, you hear much about Smart Office and workspace transformation today. I'm excited to announce that we have made a strategic decision to expand our Think portfolio into Smart Office, and we will soon have solutions on the table in conference rooms, working with strategic partners like Intel and like Microsoft. We are focused on a set of devices and a software architecture that, as an IoT architecture, unifies the management of Smart Office. We want to move fast, so our target is that we will have our first product already later this year. More to come. And finally, what gets me most excited is the upcoming 25 anniversary in October. Actually, if you go to Japan, there are many ThinkPad lovers. Actually beyond lovers, enthusiasts, who are collectors. We've been consistently asked in blogs and forums about a special anniversary edition, so let me offer you a first glimpse what we will announce in October, of something we are bring to market later this year. For the anniversary, we will introduce a limited edition product. This will include throwback features from ThinkPad's history as well as the best and most powerful features of the ThinkPad today. But we are not just making incremental adjustments to the Think product line. We are rethinking ThinkPad of the future. Well, here is what I would call a concept card. Maybe a ThinkPad without a hinge. Maybe one you can fold. What do you think? (audience applauds) but this is more than just design or look and feel. It's a new set of advanced materials and new screen technologies. It's how you can speak to it or write on it or how it speaks to you. Always connected, always on, and can communicate on multiple inputs and outputs. It will anticipate your next meeting, your next travel, your next task. And when you put it all together, it's just another part of the story, which we call personalized computing. Thank you very much. (audience applauds) Thank you, sir. >> Good on ya, mate. All right, ladies and gentlemen. We are now at the conclusion of the day, for this session anyway. I'm going to talk a little bit more about our breakouts and our demo rooms next door. But how about the power with no tower, from Christian, huh? Big round of applause. (audience applauds) And what about the concept card, the ThinkPad? Pretty good, huh? I love that as well. I tell you, it was almost like Leonardo DiCaprio was up on stage at one stage. He put that big ThinkPad concept up, and everyone's phones went straight up and took a photo, the whole audience, so let's be very selective on how we distribute that. I'm sure it's already on Twitter. I'll check it out in a second. So once again, ThinkPad brand is a core part of the organization, and together both DCG and PCSD, what we call PCSD, which is our client side of the business and Smart device side of the business, are obviously very very linked in transforming Lenovo for the future. We want to also transform the industry, obviously, and transform the way that all of us do business. Lenovo, if you look at basically a summary of the day, we are highly committed to being a top three data center provider. That is really important for us. We are the largest and fastest growing supercomputing company in the world, and Kirk actually mentioned earlier on, committed to being number one by 2020. So Madhu who is in Frankfurt at the International Supercomputing Convention, if you're watching, congratulations, your targets have gone up. There's no doubt he's going to have a lot of work to do. We're obviously very very committed to disrupting the data center. That's obviously really important for us. As we mentioned, with both the brands, the ThinkSystem, and our ThinkAgile brands now, highly focused on disrupting and ensuring that we do things differently because different is better. Thank you to our customers, our partners, media, analysts, and of course, once again, all of our employees who have been on this journey with us over the last two years that's really culminating today in the launch of all of our new products and our profile and our portfolio. It's really thanks to all of you that once again on your feedback we've been able to get to this day. And now really our journey truly begins in ensuring we are disrupting and enduring that we are bringing more value to our customers without that legacy that Kirk mentioned earlier on is really an advantage for us as we really are that large startup from a company perspective. It's an exciting time to be part of Lenovo. It's an exciting time to be associated with Lenovo, and I hope very much all of you feel that way. So a big round of applause for today, thank you very much. (audience applauds) I need to remind all of you. I don't think I'm going to have too much trouble getting you out there, because I was just looking at Christian on the streaming solutions out in the room out the back there, and there's quite a nice bit of lunch out there as well for those of you who are hungry, so at least there's some good food out there, but I think in reality all of you should be getting up into the demo sessions with our segment general managers because that's really where the rubber hits the road. You've heard from YY, you've heard from Kirk, and you've heard from Christian. All of our general managers and our specialists in our product sets are going to be out there to obviously demonstrate our technology. As we said at the very beginning of this session, this is Transform, obviously the fashion change, hopefully you remember that. Transform, we've all gone through the transformation. It's part of our season of events globally, and our next event obviously is going to be in Tech World in Shanghai on the 20th of July. I hope very much for those of you who are going to attend have a great safe travel over there. We look forward to seeing you. Hope you've had a good morning, and get into the sessions next door so you get to understand the technology. Thank you very much, ladies and gentlemen. (upbeat innovative instrumental)
SUMMARY :
This is Lenovo Transform. How are you all doing this morning? Not a cloud in the sky, perfect. One of the things about Lenovo that we say all the time... from the mobile Internet to the Smart Internet and the demo sessions with our segment general managers and the cost economics we get, and I just visited and the control of on-premise IT. and the feedback to date has been fantastic. and all of it based on the Intel Xeon scalable processor. and ThinkAgile, specifically. and it's an incredible innovation in the marketplace. the best of the best to our customers, and also in R&D to be able to deliver end-to-end solutions. Thank you. some of the technology to solve some of the most challenging Narrator: Different creates one of the most powerful in the world as you can see here. So maybe we can just talk a little bit Because all of the new racks have to be fully integrated from outside the company to look end to end about some of the new systems, the brands. Different builds the data center you need in the DCG space, and we are very much ready to disrupt. and change the way we work. and we are delighted to be one of your strategic partners, it's been a bit of a challenge over the past several months. and technology for workplace transformation, I've heard a lot of the same kinds of words Last question, what is your view on device and be able to pay as you go. It's a great pleasure to work with you, and most powerful features of the ThinkPad today. and get into the sessions next door
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Deepti Srivastava, ‎Google - PBWC 2017 - #InclusionNow - #theCUBE
>> Hey, welcome back everybody, Jeff Frick here with theCUBE. We're in downtown San Francisco at the Professional BusinessWomen of California Conference. It's the 28th year, Jackie Speier started it a long time ago and now it's grown to 6,000 people. It's a pretty amazing conference, it crosses all indrustries and actually a lot more than California as well. And we're excited to actually have somebody to come talk to us about the conference itself. It's Deepti Srivastava, she's a Project Manager of Google Cloud from Google. Great to see you again, last we saw you, I looked it up was 2014 >> I know. >> at Topcoder Open. >> Indeed. >> And you were doing great work then, you were on a panel with a bunch of high school girls. I remember they'd bust in a couple of busloads of high school girls and you and a couple other mainly young professional women talkin' to 'em about the life of an engineer. So you're still doin' good things. >> I hope so. (laughs) >> Absolutely. >> I hope so, yeah, it's a passion of mine and I'm really happy to bring it to something like PBWC where I'm on the board. And we do a bunch of work across industries and across all levels. PBWC's mission is to work for gender equity and equal pay for women across all industries and in all professional settings. >> Right. >> That includes young professionals, as well as the pipeline of professionals coming in. >> That's terrific. So we could talk about your day job all day long. (Deepti laughs) Google Cloud's kickin' tail, you guys had your big conference a couple weeks back-- >> Here in fact. (chuckles) >> Here in Moscone West, right? >> Yeah. >> But in terms of what you're doing here with PBWC, give us a little bit of the history. So we know it was started by Jackie Speier, I think you said 1988. >> Yeah. >> That's just amazing. >> I know. >> Obviously it's much more than California. >> Yeah. >> But what is the top-level mission and how has the conference evolved over the last several years? >> So Professional BusinessWomen of California, as you said was started by Congresswoman Jackie Speier and Judy Bloom, who's a co-founder. And we still exist and we've been doing this for so long and we really care about our mission, which is to work for basically gender equity and equal pay as I said, for all professional settings for women. And in this particular case, this conference we are talking about inclusion. And we chose this theme because we really think it's pertinent to what's going on right now in the world and in our country. And we, PBWC, believe that the things that unite us, the potentials and aspirations that unite us are greater than our differences and things like that. So we want to make a statement and really address the inclusion work that we do, and the inclusion work that's required for all of us to really move forward as a country and as a people. And if you look at our lineup of speakers today, we really do walk the talk that we're talking about. We have amazing speakers today with Rosario Dawson to Taraji P. Henson and all the way to Secretary Clinton who's closing out our day today, we are so excited to have her. And there's nobody better to represent breaking the glass ceiling than she has so we're very excited to hear. >> And what a get, I think I heard that it's her first public speaking engagement post the election. >> Yeah, I know. And it's very exciting because again, I think we're all about coming together and rallying and being a force for good. The conferences, that's our aim ultimately as an organization. And having her here to give her speech, first public appearance after the election last year, very exciting I think. >> Right, right. >> And we're very excited to hear from her. I'm already inspired by the thought that she's going to be here. >> And really a big part of the theme was kind of the strategy work is done, everybody knows it's good. Now it's really time for the rubber to hit the road. It's about execution and about taking steps and measuring. And a lot of the real concrete, nuts-and-bolts activities that need to happen to really move this thing down the road. >> You mean like gender equity and-- >> Yeah, yeah. >> Yeah, absolutely. I think it's been a topic for awhile and I think, exactly, we need to have the rubber hit the road, we have to get together, we have to have actionable plans and that's what a bunch of our seminars today talk about. How to address those things in your, we really want to empower women and actually people of all backgrounds and ages and all sorts of people to take charge of their own lives. And especially, we are a professional women conference so that's kind of where we focus our messaging. But really we want women to take control of their own lives and we want to give them the tools, the networking opportunities, the inspirations to meet their aspirations in those fields. And so we want them to take charge and move forward by themselves, take away from here and go back to your job, to your work, to your home, to really bring your messaging forward. Take inspiration from here and bring it back to your life. >> Right, and I think Bev Crair, in the keynotes said, "Fill your well today." >> Yeah. >> 'Cause as soon as you leave here it's back to the grind and you're going to need that energy. So while you're here surrounded by this energy and your peers, take it all in and load up. >> Absolutely. And I also want to say that we started out as a conference, an annual conference, and that's definitely our marquee thing that we do every year. But we actually have a lot more offerings that people can continue to engage over the year. So we have webinars and seminars that people can attend, there's community events that happen here. And you can go to the PBWC website and see what all offerings we have. But we want people to engage and we want to be able to provide them with the means to engage throughout the year, not just here but take this, everything you get today and then take it along the rest of the year and recharge yourself. >> It's kind of this whole 365 concept which we talk about on theCUBE a lot too, 'cause we go to so many shows. And there's a huge investment of time and energy and money on those two or three days, but how do you extend that out beyond the show? How do you build the excitement leading into the show so it's not just a one time kind of a shot, then everything goes back to normal? >> Yeah exactly, I think that's exactly the point, that this is not just a one day, you go there, you get inspired and then what next, right? >> Right. >> There's something you can go back to with our various offerings and continue your learning journey if that's what you want, or networking journey if that's what you want to do. Wherever you are in your career, we actually have a Young Women's Professional Summit that I have the honor of chairing, that we have every year and it's meant to help young professional women navigate their way from being in college and high school and those entering a professional life so as I said, we want to cater to all levels and all ages and all sorts of challenges that people face as they're going through their professional careers. >> So that's a separate event? >> It is, it is an annual conference. >> And when is that? Give a plug. Or do you have a date? (Deepti chuckles) >> Yeah, we don't have a date yet but it's going to be in the summer. >> In the summer, okay great. Well I think when we met last, I thought that was such an important piece of that Topcoder Open because it wasn't the Sheryl Sandbergs or the Hillary Clintons or these super mega top-of-the-pyramid people. It was a bunch of young professionals, one of the gals was still in school, hadn't finished graduating, to make it so much real for those high schoolers. They didn't have to look so far to say, "I could see myself, I kind of look like that person, "I kind of see things touch." >> And I think that's very important, Jeff. Exactly. It's very important and that's what we try to do here at PBWC as well. We want to go from catering to the Millennials and how we interact with them and all the way up to C-suite, we had a Senior Leadership Summit yesterday leading up to the conference today where we have a bunch of C-suites and CDOs, Chief Diversity Officers, come together and talk about trending topics and how to solve them. So we really are trying to move the needle forward on many fronts here, but our aim is all of that to culminate into moving women and people of all backgrounds forward. >> Right. And then there's this whole entrepreneurial bit which you can't see behind the camera, but there's booths all over for Intel and LinkedIn and Microsoft and the names that you would expect, Google of course, but there's also all the little boutiques, clothing stores and jewelry stores and crafty things. There's even of course women-focused snacks with the Luna Bars and I forget the other one. (chuckles) So it's kind of a cool entrepreneurial spirit kind of on top of everything else. >> Absolutely. And you know Jackie Speier, Congresswoman, started this conference to help women who were in the SMB, sort of SME market, basically women who ran small businesses. And we want to continue to do that as well but now of course the world is changing and we have a much more of a corporate presence and we want to help there too. But yeah, we pay homage to that by having women who are women entrepreneurs running women-focused businesses, and we have them here in the expo area if you can get a shot of that later. >> Right. >> The energy is palpable, the excitement is there and it's so great to be here and harness that, and take it back, I mean the first time I was here many years ago when I was not even on the board, I was just like, oh my gosh, there's so many women here who are like me or who are, they're people I could look up to all the way up to the C-suite who are making their presence felt here. And also all the people around me and like-minded, like me. So it's a really inspiring event. And I've been here for many years but I'm still inspired by it. So I'm so excited that we do this and continue to do this. >> So, little harder to question. So, and you've been doing this for awhile, what surprises you on the negative that still you know, you're still fighting that battle that you wouldn't have expected to still be doing? And then conversely what has surprised you on the positive, in terms of what's moved maybe further than you might've thought or faster than you might've thought? >> That's a good question. I think you already nailed it, right. The fact that we are still here talking about this is interesting to me, and as I got more involved in this kind of work I realized that people have been doing this for a long time. Congresswoman herself has been doing this for so long and a fearless advocate for women's rights and equal pay and diversity and inclusion. And the fact that we are still here, it is indicative of the fact that we need to have a groundswell movement in order to change policy. We can talk about it all we want but unless there's actionable things you can take away and really have that grassroots-level work to push the envelope forward, it's not going to happen. I think the positive is, as I've seen this conference over the years, it's grown. And it's gotten a lot more young people involved and it's not just the senior leadership that is trying to pull people forward, it's the people starting out early in their careers or mid-level in their careers that are looking at taking charge of their own destiny and pushing their agenda forward in this sense. They want, they're asking for equal pay. They're really engaged and aware. And conferences like PBWC actually help with that, getting those minds together and making things move forward. So I think from a positive side I'm really excited to see so many more people engaged in this fight. And the more people we have, the more we can actually make real progress and real inroads. >> And if you look back, as someone who's never been here and then they see this interview and they say, "This looks awesome, I'm going to sign up," what do you think the biggest surprise when they come for the first-timer? >> I'll tell you what I was surprised by, is seeing so many women together across industries, across ages, across backgrounds. Everybody together, really wanting to move forward. They're really wanting to engage, to connect with each other and to actually make a difference. People are here to make a difference, right? >> Right, right. >> And that's, to say that 6,000 people come together and really all of them have that same sort of mentality of like yes, I'm empowered to make a difference, is electrifying. >> Deepti, I love the energy. >> (laughs) Thank you. >> I love the energy, absolutely. >> It's all these people. >> It is. >> Trust me, I'm sleep deprived (Jeff laughs) with my very young son. So yeah, this is all the energy that I need to feed off of. >> No, it's good. And there is something special here. >> Mm-hmm. >> And you can feel it. 'Cause we go to a lot of shows, you go to a lot of shows. And again, it's not an exclusive tech show which is kind of nice 'cause we cross a lot of industries. But there's definitely, there's an energy, there's a vibe that comes from the little entrepreneurial outlets, it just comes from the, that room was packed. The keynote room was... >> I know. >> Was not fire marshal friendly. (Deepti laughs) Hopefully the fire marshal was not close by-- >> Yes, we had some discussion on that too. But to your point, this is one of the conferences that I've seen where we really, perhaps the only conference I've seen where we really cut across all industries. Because there's tech-focused, there's business-focused, there's all sorts of focused conferences trying to do either their professional work on technology or whatnot, or they're trying to solve the problem on the gender and diversity and inclusion piece in their own silos. And we try to cut across so that we can actually have a coming together of all of these various industries and their leaders, thought leaders, sharing ideas and sharing best practices so that we can actually all move forward together, I think that's again our Senior Leadership Summit which happened last night and the VIP reception which happened last night is all about getting those thought leaders together and getting them to share their best practices and ideas so that again, they can take it back to their companies and really move forward with DNI initiatives. >> It's action right, it's all about the action. >> Absolutely. >> So I promise next time that we talk, we'll talk about Google Cloud. >> Oh, sure. >> 'Cause that's hoppin'. (Deepti laughs) But it was great to see you and congratulations on all your work with the board and with your event >> Thank you. >> in the summer. People should go to the website, keep an eye out. >> Absolutely. >> It'll be comin' out. >> Yeah. >> So thank you. >> Thank you so much, it was great to see you too, Jeff. >> Absolutely. Alright she's Deepti, I'm Jeff, you're watching theCUBE. We're at the Professional BusinessWomen of California Conference. The 28th year, pretty amazing, 6,000 people. Here at Moscone West, thanks for watchin'. (upbeat techno music)
SUMMARY :
and now it's grown to 6,000 people. and you and a couple other mainly young professional women I hope so. and I'm really happy to bring it That includes young professionals, So we could talk about Here in fact. So we know it was started by Jackie Speier, I think and the inclusion work that's required for all of us And what a get, And having her here to give her speech, that she's going to be here. And a lot of the real concrete, nuts-and-bolts activities Yeah, and we want to give them the tools, Right, and I think Bev Crair, in the keynotes said, and your peers, take it all in And I also want to say that we started out as a conference, on theCUBE a lot too, 'cause we go to so many shows. that we have every year and it's meant to help And when is that? Yeah, we don't have a date yet but it's going to be They didn't have to look so far to say, and how we interact with them and all the way up to C-suite, and Microsoft and the names that you would expect, and we have them here in the expo area if you can get a shot and it's so great to be here and harness that, And then conversely what has surprised you on the positive, And the fact that we are still here, and to actually make a difference. And that's, to say that 6,000 people come together I love the energy, that I need to feed off of. And there is something special here. 'Cause we go to a lot of shows, you go to a lot of shows. Hopefully the fire marshal was not close by-- and sharing best practices so that we can actually So I promise next time that we talk, and with your event in the summer. the Professional BusinessWomen of California Conference.
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Michelle Peluso, IBM - World of Watson - #ibmwow - #theCUBE
hi from Las Vegas Nevada it's the cube covering IBM world of Watson 2016 brought to you by IBM now here are your hosts John Fourier as Dave Volante hey welcome back everyone we are here live at the Mandalay Bay at the IBM world of Watson this is Silicon angles cube our flagship program we go out to the events and extract the signal from the noise I'm John Fourier with my co-host Dave allanté for the two days of wall-to-wall coverage our next guest is michelle fools so who's the chief marketing officer for IBM knew the company fairly new within the past year yes welcome to the queue last month I think you check all these new hires a lot of new blood coming inside me but this is a theme we heard from Staples to be agile to be fast you're new what's what's your impressions and what's your mandate for the branding the IBM strong brand but yes what's the future look well look I'm I'm thrilled to be here and I'm thrilled to be here because this is an extraordinary company that makes real difference in the world right and that I think you feel it here at the world of Watson in the sort of everyday ways that Watson and IBM touches consumers such as end-users makes their health better you know allows them to have greater experiences so so that's incredible to be part of my kind of company having said that and exactly to your point it's a time of acceleration and change for everyone in IBM is not immune to that and so my mandate here in my remit here and coming in and being a huge fan of what IBM has to say well how do we sharpen our messaging how do we always feel like a challenger brand you know how do we think about what Watson can do for people what the cloud can do what our services business can do and how is that distinctive and differentiated from everybody else out there and I think we have an incredible amount of assets to play with that's got to be through the line you know it's no longer the case that we can have a message on TV and that you know attracts the world the digital experiences are having every single day when they're clicking through on an ad when they're chatting with somebody when their car call center when they have a sales interaction is that differentiated message that brand resident all the way through second thing is marketing's become much more of a science you know and that to me is super exciting I've been a CEO most of my career and you know that the notion that marketing has to drive revenue that marketing has to drive retention and loyalty and expansion that we can come to the table with much more science in terms of what things are most effective in making sure that more clients love us more deeply for longer I'm gonna ask you the question because we had we've had many conversations with Kevin he was just here he was on last year Bob Lord the new chief digital officer we talked to your customers kind of the proof points in today's market is about transparency and if you're not a digital company how could you expect customers to to work with them so this has been a big theme for IBM you guys are hyper focused on being a digital company yes yes and how does it affect the brand a brand contract with the users what's your thoughts on that well first of all Bob Lord is awesome we've known each other for 10 years so it's so wonderful to be working with him again and Dave Kenny as well I think that the at the end of the day consumers have experiences and and you know think of every business you know out there as a consumer and they're having experiences all the time their expectations are being shaped by the fact that they go on Amazon and get prime delivery right their expectations are being shaped by they can go on Netflix and get you know personalized recommendations for them or Spotify and so our job of course and we have some of the greatest technical minds in the world it's to make sure that every experience lines up with the highest of their expectations and so much of that is digital and so my passion my background is entirely in the digital space I have a CEO of Travelocity and then CEO of gilt chief marketing a digital officer at Citigroup so the notion that you know the world's greatest digital experiences is something I'm very passionate about you mentioned Zelda so big TV ads and you think of the smarter planet which was so effective but it was a big TV campaign so you do what's the what's the sort of strategy that you're envisioning is in sort of digital breadcrumbs maybe you could talk about deadly yeah well think about Watson it's a perfect place to think about the Watson branding what does Watson really mean right Watson is and Ginni has said this so well of course it's cognitive and but at the end of the day it's about helping people make better decisions and so you can do some advertising with Watson and Bob Dylan and Watson and you know the young young girl with Serena and and you can get that messaging high but then you've got to bring it all the way through so that's why it's something like this is so powerful to see Woodside up their alley or all these companies talking about staples how they are using Watson embedded in their processes their tools to make their end-users experiences better and how nobody else could do this for them the way Watson's doing it that's taking a brand on high and advertising message on high and delivering value for businesses for patients for consumers all the way through that's what we have to do I got to ask you about that ad advertising trends I so we all see ad blocker in the news digital is a completely different new infrastructure expanded dynamic with social what not you can talk about Bob and I were talking last night about it too you Trevor you know banner ads are all out there impression base and then coded URLs to a landing page email marketing not gonna go away anytime soon but it's changing rapidly we have now new channels yeah what's your thoughts because this is now a new kind of ROI equation is there any thoughts on how you look at that and is it going to integrate into the top level campaigns how are you looking at the new digital that the cutting-edge digital stuff huge amounts of thoughts on this topic so I think you know if you think back 15 20 years ago there were always something called market mix modelling which helps advertisers and marketers to understand the effectiveness of their TV campaigns and frankly not too dissimilar from Nielsen you know there were so there was art and science at best in it and then all of a sudden the digital world evolved and you could get at a tactical level very very clear about attribution and whether you drove something and the challenge for us now is much more sophisticated models that are multi-touch attribution because the reality is an average consumer doesn't do one thing or have one interaction with a brand they're gonna see a TV show and watch a commercial while they're watching that commercial that business user or that end consumer is on their iPad or on their phone they're seeing a digital ad the next day at work they're being retargeted because they were aughts company they search for something they see a search campaign our job is to connect those dots and understand what really moves that consumer that business user to take an action and there are many sophisticated multi-touch attribution models where you model you know a standard set of behaviors and you test correlations against a bunch of different behaviors so you understand of what I did all the money I spent what really drove impact and by cohort I think that's the other credit there's no more the sense of sort of aggregated everything you really have to break it out yeah I didn't space my cohort to see what moves me and improve that experience right which has been you you get the example in the day of the Hilton retirees you already know that the retard the hotel was full so so obviously Watson plays a role in them Satyam plays a role in that so it's all about data it's all about you know that's where I think Watson can be extraordinarily helpful so if you think about the tool as a marketer has they're becoming more and more sophisticated and retargeting with something out of 10 years ago whenever was introduced that helped all of us a little bit and getting that message but it is only as good as the API is behind it and the the experience behind it when now when I was at gilt I was CEO of gilt we would put over a thousand products on sale every day that would be sold out by the next day sales down this 24-hour flash sale we had to get really really good at knowing how to how to retarget because last thing you want is to retarget something that sold out right or gone the next day and understand the user that was in and out and they're coming back and of course in that cohort that's where Watson to me is very exciting and you probably saw this in some of the demos of where Watson can help marketers you know where Watson can can really understand what are the drivers of behavior and what is likely to drive the highest purpose why were you so successful at guild and and how are the challenges different years because there's a sort of relatively more narrow community or city group to I was called the chief marketing and digital officer at Citigroup and and you know a tremendous budget and a lot of transactions you have to drive every day a lot of people you want to open credit cards and bank accounts so around the world I think that the the relentless focus on on marketing being art and science you know art and science and I think that's you know that passion for analytics passion for measurement having been CEO that passion for being able to say this is what we're doing and this is what we're driving so you've been kind of a data geek in your career you mentioned the financial services you can't to measure everything but back to the ad question you know the old saying used to be wasting half my advertise I just don't know which half yeah and my archives is wasted but now for the first time in the history of business in the modern era you measure everything online that's right so does that change your view and the prism of how you look at the business cuz you mentioned multi-touch yeah so now does that change the accountability for the suppliers I mean at agencies doing the big campaign I think it changes the game for all of us and there's no destination this is every day you can get better at optimizing your budget and and I would be the first to tell you as much of a sort of engineering and data geek because I've always been and deep-fried in the reality is there is art even in those attribution models what look back windows you choose etc that you know you're making decisions as a company but once you make those decisions you can start arraying all of your campaigns and saying what really moved the needle what was the most effective it's not an indictment that say what are we can do differently tomorrow you know the best marketers are always optimizing they're always figuring out at what point in the final can we get better tomorrow well in answer about talent because that's one of the things that we always talk about and also get your thoughts on Women in Technology scheme we were just at Grace Hopper last week and we started to fellowship called the tech truth and we're doing it's real passion area for us we have a site up QP 65 net / women in tech all women interviews we're really trying it the word out but this is now a big issue because now it's not stem anymore it's team arts is in there and we were also talking to the virtual reality augmented reality user experience is now potentially going to come into the immersion students and there's not enough artists yeah so you starting to see a combination of new discipline talents that are needed in the professions as well as the role of women in technology yeah your thoughts on that because this isn't you've been very successful what's your view on that at what's your thoughts about thank you for what you're doing right it takes a lot of people up there saying that this is important to make a difference so most of all thank you you know I think that this this is obviously a place I've been passion about forever I remember being a and being pregnant and that becoming this huge you know issue a news story and you're trying to juggle it right and how could a woman CEO be pregnant so it's so funny how people ridiculous took attention but but I think that the point is that the the advantage as a company has when there are great women in engineering and great women in data science and great women and user experience and design are just palpable they're probable in a variety of ways right when the team thinks differently the team is more creative the team is more open to new ideas the output for the customers are better right I mean they just saw a snapchat today just announced that in 2013 70% of their users were women so all the early adopters were women you know now it's balance but the early the early crowd were women and so we have got to figure out how to break some of the minds now I'm incredibly encouraged though while we still have a long way to go the numbers would suggest that we're having the conversation more and more and women are starting to see other women like them that they want to be it's a global narrative which is good why we're putting some journalists on there and funding it as and just as a fellowship because this it's a global story yeah okay and the power women I mean it's like there are real coders and this real talent coming in and the big theme that came out of that was is that 50% of the consumers of product are women's but therefore they should have some women features and related some vibe in there not just a male software driven concept well and should too when a powerful individual male individual like Satya steps in it and and you know understands what the mistaken and someone like refer to his speech two years ago where he said that you should just bad karma don't speak up and opening up transparency he got some heat yeah but that talk as you probably know but my opinion it's it's it's a positive step when an individual like that it was powerful and opening transparency within their company yeah that's it is that great networking I host a core I've been doing this for a year years with a good friend of mine Susan line from AOL we host a quarterly breakfast for women in tech every every quarter in New York City and we've been doing it for a long time it's amazing when those women come together the conversations we have the discussions we have how to help each other and support each other and so that's that's a real passion we were lost in a few weeks ago for the data science summit which Babu Chiana was hosting in and one of the folks was hosting the data divas breakfast we a couple there were a couple day two dudes who walked in and it was interesting yeah the perspectives 25 percent of the women or the chief data officer were women mm-hmm which was an interesting discussion as well so great 1,000 men at 15 you know as you see that techno but it's certainly changing when I get back to the mentoring thing because one of the things that we're all so passionate about is you've been a pioneer okay so now there's now an onboarding of new talent new personas new professions are being developed because we're seeing a new type of developer we're seeing new types of I would say artists becoming either CG so there's new tech careers that weren't around and a lot of the new jobs that are going to be coming online haven't even been invented yet right so you see cognition and what cognitive is enabling is a new application of skills yep can your thoughts on that because this is an onboarding opportunity so this could change the the number of percentage of women is diverse when you think about what I mean it's clear your notion of steam right your notion of stem that is a male and female phenomena and that is what this country needs it's what this world needs more of and so there's a policy and education obligation and all of us have to the next generation to say let's make sure we're doing right by them in terms of education and job opportunities when you think about onboarding I mean to me that the biggest thing about onboarding is the world is so much more interconnected than it used to be if you're a marketer it's not just art or science you have to do both it's a right brain left brain connectivity and I think 1020 years ago you could grow up in a discipline that was functional and maybe siloed and maybe you were great at left brain or great at right brain and the world demands so much more it's a faster pace it's an accelerated pace and the interconnection is critical and I've one of the things we're doing is we're putting together these diamond teams and I think it's going to really help lead the industry diamond teams are when you have on every small agile marketing team and analytics head a product marketing had a portfolio marketing had a design or a social expert these small pods that work on campaigns gone are the days that you could say designer designs it product comes up with the concept then it goes so it's design team then it goes to a production team then it goes to an analytics team we're forcing this issue by putting these teams together and saying you work together every day you'll get a good sense of where the specialty is and how you learn how to make your own discipline better because you've got the analytics person asked a question about media buying and media planning advertising as we're seeing this new real-time wet web yeah world mobile world go out the old days of planned media buyers placed the advertisement was a pacing item for execution yep now things you mentioned in the guild flash sales so now you're seeing new everyday flash opportunities to glob on to an opportunity to be engagement yeah and create a campaign on the fly yes and a vision of you guys I mean do you see that and does it change the cadence of how you guys do your execution of course of course that's one of the reasons we're moving to this diamond team and agile I think agile will ultimately be as impactful to marketing as it was to engineering and development and so I think the of course and that has to start with great modeling and great attribution because you have to know where things are performing so that you can iterate all the time I mean I believe in a world where you don't have marketing budgets and I know that sounds insane but I believe in a world where you set target and ranges on what you think you're gonna spend at the beginning of the year and every week like an accordion you're optimizing spend shipping code you've been marketing you should be doing like code so much of marketing is its episodic you boom and then it dies in a moment it's gone to the next one and you're talking about something that's I love that you know the personas to your point are much more fluid as well you got Millennials just creating their own vocations yes well this is where I think consumer companies have led the path and you know if you think about a lot of b2b companies we've had this aggregated CIO type buyer and now we've got to get much more sophisticated about what does the developer want you know what's important to the developer the messaging the tools the capabilities the user experience what about the marketer you know what the person in financial services and so both industry and professional discipline and you know schooling now with Watson you don't have to guess what they want you can actually just ask them yeah well you can actually the huge advantage you got you observe the observation space is now addressable right so you pull that in and say and that's super important even the stereotype of the persona is changing you've been saying all week that the developer is increasingly becoming business oriented maybe they don't they want they don't want to go back and get their MBA but they want to learn about capex versus op X and that's relevant to them and they to be a revolutionary you have to understand the impact right and and and they want to ship code they want to change the world I mean that is every engineering team I've ever worked at the time only worked with I mean I've been as close to engineering as from day one of the internet or early on in the internet great engineers are revolutionaries they want to change the world and they change the world they want to have a broader and broader understanding of what levers are at their disposal and I will say that I you know and I am one of the reasons I came to yam is I am passionate about this point technology cannot be in the hands of a few companies on the west coast who are trying to control and dominate the experience technology has to exist for all those amazing developers everywhere in the world who will make a difference to end user this is IBM strategy you actually have a big presence on the west coast also in Germany so you guys are going to where the action centers ours but not trying to just be so Malory point is what exactly because my point is IBM has always been there for making businesses stronger and better we don't monetize their data that's not our thing our thing is to use our cloud our cognitive capabilities and Watson to make actual businesses better so that ultimately consumers have better health care and better results I know you're new on the job silence this is not a trick question just kind of a more conversational as you talk to Bob lower Bob Chiana Jeanne yeah what's the promise of the brand and you used to be back in the days when you know Bob piano we talk about when we I worked at IBM in the 80s co-op student and it was you'll never get fired for buying IBM mainframe the kind of concept but it's evolved and I'll see we see a smarter plan what's the brand promise now you guys talk about what's the brainstorm on its head I think that I think the greatest innovators the world the most passionate business leaders of tomorrow come to IBM to make the world better and I I believe this is a brand for the forward the forward lookers the risk takers the you know the makers I think that you come to IBM because there's extraordinary assets and industry knowledge real humans real relationships that we exist to make your business better not our business will be a vibrato be exist to make your business better that has always been where IBM has been strong you know it's interesting that brings up a good point and just riffing on that Dave and I were just observing you know at the Grace Hopper with our tech truth mentorship which is promoting the intersection of Technology and social justice you're seeing that mission of Technology business value and social justice as an integral part of strategies because now the consumer access the consumerization of business yeah software based is now part of that feedback you're not doing good Millennials demand it I mean Millennials now when you look at the research in the next generation high Millennials are very very you know they want to know what are you doing for the world I mean who could do a 60 minute show besides IBM who could have who could be on 60 minutes changing cancer changing cancer outcomes for people beside IBM that that is an extraordinary testament to what the brand is and how it comes to life every day and that's important for Millennials we had Mary click-clack Clinton yesterday she is so impressive we're talking about how though these ozone layer is getting smaller these are us problems it can be solved they have to be so climate change can be solved so the whole getting the data and she's weather compass oh she's got a visit view on that is interesting her point is if we know what the problems are we as a community global society could actually solve them completely and it's an you know the more we make this a political and we say here is a problem and we have the data and we have the tools we have the people and capabilities to solve it that is where IBM Stan's tallest well I think with Watson use its focused on some big hairy problems to start with and now you're knocking off some some of the you know maybe more mundane but obviously significant to a marketer incredible that a company can start with the hardest most complicated problems the world has and actually make a difference my final question when I asked Mary this yesterday and she kind of talked about if she could have the magic Watson algorithm to just do something magical her and what would it be and she said I'll send Watson to the archives of all the weather data going back to World War two just compile it all and bring it back or addressability so the question is if you could have a Magic Watson algorithm for your chief marketing officer job what would you assign it to do like what would it be it's like first task well first of all reaction of course I'm a mom of six year olds an eight year old and so I want Watson to optimize my time no but a chief marketing officer I mean I think it really does go back to getting Watson's help in understanding how we use a dollar better how we use a dollar smarter how we affect more customers and and and connect connects with more customers in the way we you know we communicate the way we engage the way we've put our programs out that would be extraordinary and that's possible that's becoming more and more possible you know bringing science into the art of marketing I think will have great impact on what we're doing in also just the world I mean nobody wants to have you know maybe targeted ten times for something that's sold out well we asked one more time here so I got some more couple of questions because it's not getting the hook yet I gotta ask you see you mentioned Travelocity you know the web you've been through the web 1.2.0 yeah yeah so on so URLs and managing URLs was a great tracking mechanism from the old impressions weren't working and go to call to action get that look right there but now we different where that world is kind of like become critical infrastructure for managing technology since you're kind of geeking out with us here what's your view of the API economy because now apps don't use URLs they use tokens they use api's they use new push notification based stuff what sure how does api's change the marketing opportunities both right it's clearly changes the engineering environment and sort of opens up the world of possibilities in terms of who you partner with and how etc and I think it changes the marketing world too and entirely right you think about the API economy and the access you have to new ways of doing business new potential partnerships new ways of understanding data you know that that is absolutely you know at the fore of a lot of our thinking it might change the agency relationships to if they got to be more technical in changing as much as fast as companies are and they have to you know they are an extension they're your best you should be able to look in a room of agency and your team and not know who is who when you can tell who is who you have a problem and so agencies themselves have to become you know way more scientific harder-hitting faster pace and outcomes orient and somebody sees now are saying you know what pay me on outcomes I love that I love that mode to say we're in the boat with you pay me on outcome and the big s eyes are right there - absolutely yes Michele Palooza new chief marketing officer at IBM changing the game bring in some great mojo to IBM they're lucky to have you great conversations and thanks for coming on the cube live at Mandalay Bay this is silicon angles the cube I'm John four with Dave Volante be right back with more after this short break
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Ken Barth, Catalogic Software & Eric Herzog, IBM - #VMworld - #theCUBE
live from the mandalay bay convention center in las vegas it's the cues covering vmworld 2016 rock you buy vmware and its ecosystem sponsors and welcome back here on the cube to continue our coverage to vmworld from mandalay bay along with peter burrows i'm john woloson it's a pleasure to welcome two fellows are know all about being on the cube one of them very recently Kim Barth is back with a CEO and co-founder of catalyzing software came good to see you oh it's great to see you and Eric Herzog I mean the Hawaiian shirt we know is is your signature moment it was finally a vice president probably marketing and management at IBM but you're an original cubist you said that I think the first year that the cube happened I was on with Dave eons ago must have been either 2010 or 2011 the first cube ever we got to make you like an emeritus member of the Alumni Association something and let it be careful when we say say cubist let's be very clear about it right now I've got to mix words here yeah kubera all right so if you would let's take a look at talk about your relationship Kenta logic at IBM I know you have a long-standing partnership you might call that that's evolving and getting a little bit stronger and Ken if you would maybe paint that picture a little bit oh look I mean these guys are just fantastic to work with we've been working with IBM for a couple of years now we're excited because we're going to continue to move the relationship forward and we've got some exciting new announcements about supporting even more of their storage coming out later this year what we're really excited about is the way that they've jumped in and they have a complete line of flash products and as you know from our conversation the other day flash is just taking the market absolutely by storm particular around the primary applications so what we've done at IBM is dramatic extend our portfolio this year we've been a market leader for years in all flash and we see flashes ubiquity cross all primary data sets so whether that be the high-performance databases VMware environments are virtualized environments cloud configurations big data linux doesn't matter what the workload is and we have all sorts of price points all sorted from performance yo flash does have different performance characteristics depending on how you configure it now you use it substantially now of course any flash configuration abstention faster than a traditional storage array or any hybrid array 10x to as much as a hundred x in real-world application spaces so we've expanded it down from our high end into very cost effective energy products as low as nineteen thousand dollars street price not lit not right there at the point of attack end-user raid five configuration for nineteen thousand we have big data analytics all flash configurations we have mainframe in the upper end of the Linux community of what's left of the UNIX world that's still out there that few Solaris and AIX business we have a lot of products of that space again all going flash and it doesn't matter what the workload is virtualized workloads database workloads virtual server workloads virtual desktop workloads cloud workloads new world databases Splunk spark Bongo Hadoop Cassandra all of those types of workloads now can be all flash and we have the right workloads with the right solution at the rice price point and you pick the right price point right solution you need for the right workload an application and when it seems to me that you talk about performance obviously key factor their speed you know off the charts but cost is the one that once that's been solved as you said is that the big nighter is that's what's going to like the what you're seeing is flash is essentially at the same price as disk was so there's a number of storage efficiency technologies on the primary side which is a we do cattle onic edges efficiency technologies on the copy side because so much copies of data are made not only for disaster protection but for test and dev snapshotting that's n used for backup so they track all that to get efficiency on the secondary side of the equation we do things like real time compression you block level d do we have all kinds of technologies dying to cut the cost of flash and so when you factor that in flash is way less expensive actually then disc and when you look at how it impacts your data center so for example if you were running certain workloads we have a real world public reference to run their work blood which is database work look took 80 servers because the storage was so slow so you over provision your servers because of what's called storage latency that customer just swapped out the storage for flash and went from 80 physical servers to 10 to the exact same workload so the impact of flash is not just performance oriented it's actually very cost oriented not just what does it cost per gigabyte for the storage but if you can take out 70 servers you just cut not only the capex on his server farm right all the operational expenditures around it and then what cat logic does people make copies of the primary data sets and they make everything efficient on the copy cider if you will the secondary side of storage and so they complement each other what we do on primary what they do on secondary so let's talk about that a little bit so if you think about it there no productivity is a function of the amount of work that you can do divided by the amount of cost or resources consumed to form that word so flash has significant benefits as you just said that cause side but when we start talking about a lot more copies that can be made available to developers or decision-makers in a lot of different forms now we're accelerating the speed by which that digital assets get created and we're improving productivity not just through efficiency and the cost but accelerating the value that I t's able to deliver through the business that's exactly right you're hitting the nail on the head because as Eric over here said it saves capex and opex with just slash but if you had a copy data management product particularly one like ours that has it's really a combination a copy data management we have a workflow engine and we have full access to rest api's that the customer can begin to tailor it to their environment and solve a lot of pain points like around test dev database copies snap copies things like that you know they did some studies IDC actually did some studies earlier this year we're at any given time a customer would have 50 copies of different data floating around the neighborhood 50 snaps and the reason this is a complex issue is because you have many different storage types taking many different stamps you have applications snaps and so if you think about it this all starts by organizing the snaps putting them in a searchable database if you will then offering a workflow engine where you can automate the process even make it self service right and at the end of the day what can happen is they can move delete so they really kind of you have control over your environment but what they can do is they can begin to really save huge money so with flash you're going to have good kept at x + op X but if you put our ECX product in which is what a lot of our customers call copy data management on steroids you can see geometric savings of that op X and capex but you're also accelerate development time absolutely official with all about efficiencies you all those things are absolutely improved absolutely right and then if you start having like we have arrested a series of rest api's you can begin to really tailor it to that customers environment so if you're doing again I go back to the test dev example and test dev we can tie that directly into things like puppets chef bluemix right these are all development tools that make it totally efficient for the software developer right that's just one use case will we go ahead no so Eric as I new introduces more of these products arguments in the storage business for a long time forever yeah ain't that about me and respects IBM created the whole concept of storage administration whatever was 30 years ago now but as IBM does this is storage increasingly being elevated as customers see their data volumes going up and the need to track where this data is who's using it the number of copies in place how is that impacting the way IBM thinks about the concept of an overall system well we look at it from the application space it's all about the applications workloads and use cases and customers want to optimize the business value of that data so as it's growing exponentially you'd be able to access that data quickly and most importantly it needs to be always there so everyone talks about speech BCC speed for flash it's not just about speed of flash your Flash ray needs to be reliable available and serviceable just like our driver ray had to be and so you're looking at different characteristics and performance different characteristics and price different characteristics in the rats capability the reliability available in serviceability and you tie that to what you need for your workloads we've had the highest in oracle database in a company let's say that company is all oracle so you need something like our flash systems a 9000 or flash system 900 but if you've got the oracle database that tracks their asset management which would mean things like chairs tables and whiteboards that's not high performance that could go on our store wise 50 30 f which is way more cost effective and it's incredibly fast compared to our driver e but not as fast as our flash systems so it's very important a that you have the performance but be if you don't have the reliability doesn't matter how fast you are if the thing fails then your cloud goes down your virtual environment goes down your VMware doesn't work you can't access that Oracle or there sa p or that Hadoop and so it's really about how to optimize those workloads those applications and those use cases and storage is the rock-solid foundation underneath that allows you to do that absolutely and when you're going into world that's all about cloud which means real-time access and self service and the self-service suspect by the way it means that you don't always have a store gentlemen accessing it so if the thing fails and the guy's a VMware admin or a developer in Oracle or in any other environment he doesn't know what to do so you can't have the storage fee land in cognitive workloads and big data analytics workloads where you're running petabytes and petabytes and petabytes of information as fast as you possibly can you're trying to make business decisions or rail times you need the speed so what if it's super fast and then it fails so to put it on a black trading you know database for black trading for example or some of financial applications if it's really fast and then it fails that didn't help it hurts you so it's all about how to manage those workloads applications use cases natural for performance which everyone knows flash is but all that reliability available in the serviceability and then they manage a cat logic on the back side all the copies that people create which is it which is critical to make sure that those get managed appropriately and you don't have you really need 50 copies but you don't want 150 it is completely and efficient on the storage side and then developer doesn't know what to use so you just made it worse for yourself so you just introduce raise an interesting point related to data governance so I know that obviously cata logic has some ideas about how data governance is likely evolved partly in response to the need to manage multiple San apples understand where they are talk to us a little bit about how data governance which is fundamentally about how a business brings policy roles responsibilities to assets as data becomes more of an asset house governance changing oh I think governance is huge because dated you know data is exploding and particularly you start moving you have numbers of copies like Eric was saying how do you track that how do you know where it is how do you you know if you're in a compliance based business you could be in a lot of trouble so you've got to make sure you can audit and know where it goes and again one of the ways to do that is to keep it under control and not have so many copies floating around in his example you might make 10 to 15 copies of that database why do that if you only need one right that's one of our big advantages that we have versus some of our competitors we do what's called in place copy data management which means we we simply leverage Eric's great storage out there so a lot of our competitors will actually put a copy of that they'll make a copy on Eric storage move it to their storage and then you've kind of exacerbated the problem a little bit right what's like hoarding right exactly right but I and I mean kind of the Peters pointing some what you're saying is is that because we can we do right and so we make all these copies and it's exactly not need you know fifth down but but because I can and it's cheaper and storage is going down like cleaning out that closet we all have that closet at the house that we just keep putting stuff in and one of these days we think we're going to clean it out and the thing just grows and grows and they have to buy another house to get another closet so again how does this all this curb that behavior and that allow me to monitor through some governance policy when somebody is going over the line and we bring it back of the line and and we get a little more regular restrictive act again because of our workflow engine that we have in the product you can set thresholds you can automate the process so is example when a you know when a DBA or somebody gets a copy of the database you can put a time limit on when it's going to wipe it out they're going to stay in sync across the board so again you're not replicating this thing time and time again they're getting timely data when they need it and then it can automatically be removed but if I mean time one of the biggest problems within an IT organization is making available making data available to the disparate groups that need it solutely administrative costs of I need data well we'll get around to giving you that second to sorry in September right being able to do this much faster and utilize flaps technologies to facilitate that process has an impact on cost has an impact on the benefits which increases productivity has an impact of governance but also is an impact on the healthy friendly relations between IT and the business yes well what's happening is you're undergoing a revolution in the data center cloud obviously it's started with virtualization now it's extending to the cloud now you have a line of business that's more involved in IT than it's ever been before so the last thing you want is to worry about your storage or you just want it to be the foundation okay I'm from Silicon Valley we have earthquakes buildings really fall down on earthquakes if they have a bad foundation if you have a rock-solid foundation your cloud your cognitive your database workloads will always be fine you want to make sure that as you're doing that you're doing a cost effectively so both high performance that you need but high performance has a whole bunch of different price points at high performance because the entire world's got high performance other thing from an IT perspective and a business on a perspective flash storage is actually the evolution the revolutions the rest of the data center right I'm old enough where when I took my first computer class of University of California not a punch card then it all went tape anyone's seen a 1985 Schwarzenegger spy movie it's all tape then you see a 1995 Schwarzenegger spy movie and it's all hard drive arrays now it's all flash arrays so it's just an evolution from a storage perspective and it coincides with a revolution in the data center of cloud cognitive big data analytics real-time evaluation of data sets and so flash is coming at the fur and perfect time as you have this revolutionary confluence in the data center in the cloud and the web application workload yusuke space the fact that flash is only at evolution is actually great because you don't have to worry about it it's just an evolution of storage and allows you to take advantage of the revolution in your gayness enter your application or workload space that's the way the flash brings is is it's not a revolution it helps the revolution it does because as Eric was saying it you want to modernize your data center is what you're out to do and if you splash is a good step towards that and then if you had a copy data management tool like our product ECX on top of it it gives you the flexibility to move to the cloud move move it move data up to the cloud and back right it allows you to start offering self-service to your people so it doesn't take you know weeks or days to get that copy of the data they can start doing it themselves so it's a step in the right direction as he said from an evolution to the revolution of the data center yeah I'll bet out there somewhere right now there are a couple Millennials watching say did you already said about punch cards what a punch good oh no that's all it's all about date at the right place at the right time for the right people and you guys are a great example of getting that job done and thanks for being with us and sharing your story and we wish you continued success that's right I'd like to say one thing with you it is finished real quick if anybody out there has SVC or if they have in the flash from IBM please come see us we've got a great product that will greatly increase the capex it's cattle ajik software or can bart thank you gentlemen for being with us here on the cube we continue our coverage from vmworld after this thank you
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