James Governor, Redmonk | DockerCon 2020
>> Announcer: From around the globe, it's theCUBE with digital coverage of DockerCon Live 2020. Brought to you by Docker and its ecosystem partners. >> Okay Jenny, great to see you again. >> Good to see you. >> James Governor, nail on the Keynote there. Chat was phenomenal. That was pre-recorded but James is also in the chat stream. A lot of good conversations. That hit home for me that keynote. One, because memory lane was going down right into the 80s when it was a revolution. And we got him in the green room here. James Governor, welcome. >> James is here, hi James. >> Here we go. >> Fresh off the keynote. >> It's always a revolution. (John laughs) >> Well, in the 80s, I used to love your talk. A couple of key points I want to share and get your thoughts on was just to some highlights for the crowd is one, you walk through. Some of the key inflection points that I think were instrumental and probably some other ones depending on your perspective of where you were in the industry at that time. Whether you were a systems programmer or a networking guy, there was a proprietary world and it was a revolution back then. And UNIX was owned by AT&T if no one remembers. You couldn't even use the word. You had to trade market. So we actually had to call it XINU which is UNIX spelled backwards in all the text and whatnot. And even open source software freeware was kind of illegal. MIT did some work, Northeastern and Berkeley and other schools. It was radical back then so-- >> Yeah, we've come a long way for sure. I think that for me that was one of the things that I wanted to really point to in the keynote was that yes we have definitely come a long way and development culture is about open culture. >> I think the thing that I like to point out especially hate to sound like I'm old but I am. But I lived through that and the younger generation coming and have all these new tools. And I got to say not that I walked through to school in the snow with no shoes on but it's a pretty cool developer environment now. But remember things were proprietary back then. If you start to see the tea leaves now, I look at the world, you see these silos. You see silos that's kind of, they're not nestle proprietary but they might necessarily be open. So you kind of have a glimpse of open source on these projects and these companies. Whether they're tech companies, it feels open but it might not be. It could be walled garden. It could be data being hoarded. So as data opens up, this is interesting to me because I want to get your thoughts on this because in a way it feels proprietary but technically it's not proprietary. What's your thoughts on this? Because this is going to be the next 20 years of evolution. What's your thoughts? >> I think the productivity wins. Whoever packages technology in a way that makes it most productive for people. That's what wins. And open source, what's productive. It is very accessible. It enabled new waves. Get installed and you've got a package from... You got access to just a world of open-source. A world of software that was a big revolution. And I guess the cloud sort of came next and I think that's been one of the big shifts. You talk about proprietary. What matters is how easy you make things to people to do their work. And in that regard, obviously Amazon is in fact a bigger distribution network. Makes technology super consumable by so many people. I guess I would say that open is good and important but it's not the only thing. As you say, data is a lock-in and it's right and people are choosing services that make them productive. Nobody worries about whether Amazon Lambda is proprietary. They just know that they can build companies or businesses or business processes on it. >> You know it's interesting back in the day just to kind of segue with the next topic. We were fighting proprietary operating systems, UNIX and others. We're also fighting for proprietary Network protocol stacks. SNA was owned by IBM. DECnet was digital, the number one network. And then TCP/IP and OpenSan's interconnect came out. That's the OSI model for us old ones. That set the table. That changed the face of everything. It really enabled a lot. So when I see containers, what Docker did early on the pioneering phases of Docker containers, it unleashed a new reality of coolness and scale and capabilities. And then in comes Kubernetes and in comes micro services. So this path is showing some real strength for new kinds of capabilities. So how does a developer navigate all this because data lock-in does it a data plane seems to be a control point. What are we fighting now in your opinion? shouldn't say we're fighting but what are we trying to avoid if operating systems was for closing opportunities and network protocol stacks before closing in the past? What do you see as barriers that need to be broken down in the open source world around going down this great path of micro services, decomposed applications, highly cohesive architectures? >> Honestly there's enough work to be getting on with without like fighting someone in that regard. I mean we're fighting against technical debt. I just don't think that people are serrated about fighting against proprietary anymore. I think that's less than a concern. Open-source technology is great. It's how most work gets done in our industry today. So you mentioned Kubernetes and certainly Docker. Though we did a phenomenal job of packaging up and experience that map to see CICD. That map to the developer workplace people like do. Phenomenal job and I think that for me at least when I look at where we are as an industry, it's all about productivity. So there are plenty of interesting new platforms. I think in my keynote, that's my question. I'm less interested in microservices than I am in distributed work. I'm interested in one of the tools that are going to enable us to become more productive, solve more problems, build more applications and get better at building software. So I think that's my sort of focus. There will always be lock-in. And I think you will also have technologies mitigate against that. I mean clear messages today from Docker about supporting multiple clouds. For a while at least multiclouds seem like something only the kind waivers were interested in but increasingly we're seeing organizations where that is definitely part of how they're using the cloud. And again I think very often it's within specific areas. And so we see organizations that are using particular clouds for different things. And we'll see more of that. >> And the productivity. I love the passion, love that in the keynote. That was loud and clear. Two key points I want to get your reaction on that. You mentioned one was inclusion. Including more people, not seeing news. It's kind of imperative. And also virtual work environments, virtual events. You kind of made a highlight there. So again people are distributed remote first. It's an opportunity to be productive. Can you share your thoughts on those two points? One is, as we're distributed, that's going to open the aperture of more engagement. More people coming in. So code of conduct not as a file you must read or some rule. Culturally embracing a code of conduct. And then also, virtual events, virtual groups convening like we're doing here. >> Yeah I mean for me at least Allison McMillan from github and she just gave such a great demo at the recent sunlight event where she finished and she was like, it was all about, I want to be able to put the kids to bed for a nap and then go code. And I think that's sort of thinking people band around the phrase ruling this together but I mean certainly parenting is a team sport. But I think it's interesting we're not welcome. It was interesting that was looking at the chat, going through, I was being accused of being woke. I was being accused of being a social justice warrior. But look at the math. The graph is pretty clear. Women are not welcomed in tech. And that means we're wasting 50% of available resource to us. And we're treating people like shit. So I thought I underplayed that in the talk actually. Something like, "Oh, why is he complaining about Linus?" Well, the fact is that Linus himself admitted he needed to change his persona in order to just be more modern and welcoming in terms of building software and building communities. So look we've got people from around the world. Different cultural norms. All of the women I know who work in tech suffer so much from effectively daily harassment. Their bonafides are challenged. These are things that we need to change because women are brilliant. I'm not letting you signaling or maybe I am. The fact is that women are amazing at software and we do a terrible job of supporting them. So women of other nationalities, we're not going to be traveling as much. I think you can also grow. No we can't keep flying around as much. Make an industry where single parents can participate more effectively. Where we could take advantage of that. There're 200 million people in Nigeria. That hunger to engage. We won't even give them a visa and then we may not be treating them right. I just think we need an industry reset. I think from a we need to travel less. We need to do better work. And we need to be more welcoming in order that that could be the case. >> Yeah, there's no doubt a reset is here and you look at the COVID crisis is forcing that function there because one, people are resetting and reinventing and trying to figure out a growth strategy. Whether it's a business or teams. And what's interesting is new roles and new responsibilities is going to emerge and I think you're right about the women in tech. I completely agree and have evidence myself and reported on it ad nauseam. But the thing is data trumps opinion. And the data is clear on this issue. So if anyone will call you a social justice warrior I just say pound sand and tell them that go on their way. And just look at the data and clear. And also the field is getting wider. When I was in computer science major back in the day, it was male-dominated yes but it was very narrow. Wasn't as broad as it is now. You can do things so much more and in fact in Kelsey Hightower's talk, he talks to persona developers. The ones that love to learn and ones that don't want to learn anything. Just want to code and do their thing. And ones that care about just app development and ones that just want to get in and sling k-8 around like it's nobody's business or work with APIs, work with infrastructure. Some just want to write code. So there's more and more surface area in computer science and coding. Or not even computer science, it's just coding, developing. >> Well, I mean it's a bigger industry. We've got clearly all sorts of challenges that need to be solved. And the services that we've got available are incredible. I mean if you look at the work of companies like Netlify in terms of developer experience. You look at the emergence of JamStack and the productivity that we're seeing there, it's a really exciting time in the industry. >> No doubt about that. >> And as I say I mean it's an exciting time. It's a scary time. But I think that we're moving to a world of more distributed work. And that's my point about open source and working on code bases from different places and what the CapCloud can enable. We can work in a different way and we don't all need to be in San Francisco, London, or Berlin as I said in the Keynote. >> I love the vision there and the passion. I totally agree with it. I think that's a whole another distributed paradigm that's going to move up the stack if you will and software. I think it's going to be codified in cloud native and cloud scale creates new services. I mean it's the virtual world. You mentioned virtual events. Groups convening like the 67,000 people coming together virtually here at DockerCon. Large, small one-on-ones group dynamics are a piece of it. So share your thoughts on virtual events and certainly it's people are now just kicking the tires, learning. You do a zoom, you do a livestream. You do some chat. It's going to evolve and I think it's going to look more like a CICD pipeline and anything else. As you start to bring media together, we get 43 sessions here. Why not make it a hundred sessions? So I think this is going to be one of those learning environments where it's not linear, it's different. What's your vision of all this if you had to give advice for the folks out there? Not event plans, with people who want to gather groups and be productive. What's your thinking on this? >> Well, it sort of has to happen. I mean there are a lot of people doing good work in this regard. Patrick Dubois, founder of DevOps days. He's doing some brilliant work delineating. Just what are all the different platforms? What does the streaming platform look like that you can use? Obviously you've got one here with theCUBE. Yeah, I mean I think the numbers are pretty clear. I mean Microsoft Build had 245,000 registered attendees and I think something that might have been to begin. The patterns are slightly different. It's not like they're going to be there the whole time but the opportunity to meet people where they are, I think is something that we shouldn't ignore. Particularly in a world not everyone again has the privilege of being able to travel. You're in a different country or as I say perhaps your life circumstances mean you can't travel. From an accessibility perspective, clearly virtual events offer an opportunity that we haven't fully nailed. I think Microsoft performance in this regard has been super interesting. They were already moving that way and Kobe just slammed it up to another level. What they did with Build recently was actually, I mean they're a media company, right? But certainly developed a focused media company. So I think you'll be okay. You're about the business of software John. Don't worry Microsoft don't give you some space there. (John and James laughing) We're under the radar at theCUBE 365 for the folks who are watching this. This is our site that we built with our software. So we're open and Docker was instrumental and I think the Docker captains were also very instrumental and trying to help us figure out the best way to preserve the content value. I personally think we're in this early stage of, content and community are clearly go hand in hand and I think as you look at the chat, some of the names that are on there. Some of the comments, really there's a new flywheel of production and this to me is the ultimate collaboration when you have these distinct groups coming together. And I think it's going to just be a data dream where people aren't the product, they're actually a contributor. And I think this open source framework that you're talking about is going to be certainly just going to evolve rapidly. I think it's just not even scratching the surface. I just think this is going to be pretty massive. And services whatever you want to define that. It could be an API to anything. It's going to be essentially the scale point. I mean why have a monolith piece of software running something. Something Microsoft teams will work well here. Zoom will work well there but ultimately what's in it for me the person? This is the key question. Developers just want to develop. You're going to hear that throughout the day. Kelsey Hightower brings up some great points in his session and Amanda silver at Microsoft, she had a quote on one of her videos. She said, "App developers are the first responders "in this crisis." And that's the first time I've heard someone say that out loud and that hits home for me because it's true. And right now app developers are one of the front lines. They're providing the app support. They're providing to the practitioners in the field. This is something that's not really written about in the press. What's your reaction to app developers are the first responders in this crisis. >> Well I mean first I think it's important to pay tribute to people that actually are first responders. Writing code can make us responsive but let's not forget there are people that are lacking PPE and they are on the frontline. So not precise manner but I might frame it slightly differently. But certainly what the current situation has shown us is productivity is super important. Target has made huge investments in building out its own software development capabilities. So they used to be like 70% external 30% internal and they turn that round to like 80% internal 20 external. And they've been turning on a dime and well there's so much going on at the moment. I'm like talking about target then I'm remembering what's happening in Minneapolis today. But anyway we'll talk about that. But yeah organizations are responding quickly. Look at the numbers that Shopify is happening because all sorts of business is something like we need to be an online business. What's the quickest way to do that. And Shopify was able to package something up in a way that they they could respond to challenges. Huge social challenges. I'm a big believer the future's unwritten at this point and I think there's a lot of problems out there you point out and the first responders are there I agree. I'm just thinking that there's got to be a better path for all of us. And this brings up the whole new roles and responsibilities around this new environment and I know you're doing a lot of research. Can you share some thoughts on what you're kind of working on now James? That's important, I'll see what's trending here at DockerCon is. Compose the relationship with Microsoft, we've got security, Dockers now, multicloud approach, making it easier, that's their bread and butter. That's what they're known for. They kind of going back to that roots of why they pioneered in the first place. So as that continues ease-of-use, what's your focus area right now that you're researching that you could share with the audience? >> Well, I mean I'd say this year for me I've got probably three key areas. One is what's called GitOps. So it's the notion that you're using Git as a system of record. So that started off randomly making changes, you have an audit trail. You begin to have some sort of sense of compliance in software changes. I think the idea of everything has to be by a sort of a pull request. That automation model is super thing to me. So I've been looking at that. A lot of development teams are using those approaches. Observability is a huge trend. We're moving to the idea of testing and production. The kind of stuff that's been evangelized so successfully by charity majors honeycomb. It's super exciting to me and it's true because in effect, you're always testing in production, your dev environment. I mean we used to have this idea that you'd have a Dev and a Dev stage. You're have a staging environment. The only environment that really matters is where the rubber meets the road. And that is deployment. So I think that having having better tools for that is one of the areas I'm looking at. So how are tools innovating that area? And it won't be the thing that this is my own personal thing. I've been talking about progressive delivery which is asking a question about reducing risk by really understanding the blast radius of the service to be able to roll it out to specific use of populations first. Understanding who they are and enrolling it up so it's the idea that like maybe you brought something out to your employees first. Maybe you are in California and you roll something out in Tokyo knowing that not many people are using that service. It is a live environment but people are not going to be adversely affected if it happens. So Canary's Blue-Green deployments and also experimentation. This is sort of one of the areas I'm being sort of pulled towards. It's sort of product management and how that's really converging with software development. I feel like that's one of the things I haven't fully, I mean I think it's when they have research focused but you have to respond to new information. Anyhow, I'm spending a lot of time thinking about the world of product management. It's those companies to be most respect in terms of companies that are crushing it in the digital economy. They have such a strong product management focused. Everything is driven by product managers that understand technology and that's an exciting shift. The one that I'm paying greater attention. >> You do some great work and I love the focus on productivity software development. Getting those app developers out there and it's interesting. I just think that it's such an exciting time. It's almost intoxicating. Some people drinking on Twitter online and having beers because they're in different time zone. But if you look up and down the action that's going on, you got at the application developers side, all the things you were mentioning services. But when you look at the cloud side, you got almost this operating system reset. It's a systems architecture. So you have the hall and that's up and down. The middle of the stack to the bottom, you have this operating systems thinking and evolution. And then you got at the top, the pure software developers. And this is again to me the big aha moment. For the industry there's a true opportunity to scale that in unbelievable ways. And you don't have to pick a side. You can do a top of the stack bottom stack. So I think kubernetes and micro services really bring this whole enablement piece to the table. And that fascinates me and I think that's going to change what the apps will look like. It'll give more productivity and then making the internet programmable unit, that's new systems. So that seems to be the trend. You're a systems guy, your girl or you're a developer. How do you see that evolving? Do you get to that level? >> Developer experience is not necessarily the key value of Kubernetes. It's supremely flexible sort of system. It does offer you that portability. But I think what I'm seeing now is how people are taking Kubernetes and kind of thinking, so you've got VMware, acquires Heptio, brings Pivotal into the fold, starting about what that platform looks like. I think Pivotal with cloud foundry did a great job of thinking through operator experience. Operator experience is not the same as developer experience. I think we're going to see a bit more specialization of roles. Meanwhile at that point, you've got the cloud players all doing pretty awesome job supporting Kubernetes. But it gives that portability promise. So I think for me, one of the things is not expecting everyone to do everything. It's like Kelsey said, some people just want to come into work and do their job and they're super important. And so VMware I think a history of certification of application environments. So of them it's sort of quite--and certification of humans. It's quite natural that they would be somebody that would think about how do we make Kurbenetes more consumable and packaged in a way that more people take advantage of it. Docker was such a phenomenon and now seeing how that sort of evolving into that promise of portability is beginning to be realized. So I think the specialization, the pendulum is going to swing back just a little bit. >> I think it's just great timing and congratulations on all the work and thanks for taking the time for participating in DockerCon with the Keynote. Taking time out of your day and coming in and doing this live interview. The chat looks good. Hit some great, get some fans in there. It's a great opportunity and I think Docker as the pioneers, pivoting in a new direction, it's all about developer productivity and James you've been on it. @monkchips is his Twitter handle, follow him, hit him up. I'm John Furrier here in the studio for DockerCon 2020. Ginebra CEO and you got Brett Fisher on the captain's channel. If you go to the site, you'll see the calendar. Jump into any session you want. They'll be live on the time or on-demand instantly. TheCUBE track has a series of enemies. You've got Amazon, we got Microsoft, get some great guests, great practitioners that are literally having an impact on society. So thanks for watching. James, thanks for spending the time. >> Thank you very much John. >> Okay James Governor, founder of Monkchips, great firm, great person-- >> RedMonk, RedMonk is the company. Monkchips is the Twitter. >> Redmonk, Monkchips. RedMonk, RedMonk. >> RedMonk is the company. >> RedMonk, RedMonk. >> @monkchips is his Twitter handle and RedMonk is the firm, thank you for the correction. Okay more coverage DockerCon after this short break. Stay with us. The next segment is coming up. Stay with us here at theCUBE DockerCon. (gentle music)
SUMMARY :
Brought to you by Docker but James is also in the chat stream. It's always a revolution. Some of the key inflection points in the keynote was that and the younger generation coming And I guess the cloud sort of came next that need to be broken down and experience that map to see CICD. love that in the keynote. in order that that could be the case. And the data is clear on this issue. and the productivity But I think that we're moving and I think it's going to and I think as you look at the chat, and the first responders I feel like that's one of the things The middle of the stack to the bottom, the pendulum is going to and congratulations on all the work RedMonk, RedMonk is the company. RedMonk, RedMonk. and RedMonk is the firm,
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Day 2 Kick off | Pure Accelerate 2019
>> Announcer: From Austin, Texas it's The Cube covering Pure Storage Accelerate 2019, brought to you by Pure Storage. >> Good morning. From Austin, Texas, Lisa Martin with Dave Vellante at Pure Accelerate 2019. This is our second day. We just came from a very cool, interesting, keynote, Dave whenever there's astronauts my inner NASA geek from the early 2000s. She just comes right back up Leland Melvin was on >> Amazing, right? >> With a phenomenal story. Talking about technology and the feeling of innovation but also a great story of inspiration from a steam perspective science, technology, engineering, arts, math, I loved that and, >> Dave: And fun >> Very fun. But also... >> One of the better talks I've ever seen >> It really was. It had so many elements that I think you didn't have to be a NASA fan or a NASA geek or a space geek to appreciate the all of the lessons that Leland Melvin learned along the way that he really is inspiring, everybody the audience to take note of. It was I thought it was... >> And incredibly accomplished, right? I mean scientist, MIT engineer, played in the NFL, went to space, he had some really fun stuff when they were, you know, messing around with with gravity. >> Lisa: Yes. >> I never knew you could do that. He had like this water. >> Lisa: Water, yeah. >> Bubble. >> I'd never seen that before and they were throwing M&M's inside (laughter) and he, you know consumed it choked on it, which is pretty funny. >> Yeah, well it was near and dear to me. I worked with NASA my first job out of grad school. >> Dave: Really? >> I did, and managed biological pilots that flew on the space shuttle and the mission that the he talked about that didn't land, Colombia. That was the mission that I worked on. So when he talked about that countdown clock going positive. I was there on the runway with that. So for me, it just struck a chord of, >> Dave: so this is of course the 50th anniversary of the moonwalk. And you know I have this thing about watches, kind of like what you have with shoes (chuckles) >> Lisa: Hey, handbags. >> Is that not true? Oh, It's handbags for you? (laughing) >> Dave: I know this really that was a terrible thing for me to say. >> That's okay. >> Dave: You have great shoes so I just I just assumed that not good to make assumptions. So I bought a moon watch this year which was the watch that Neil Armstrong used to not the exact one but similar one, right? >> Lisa: Yeah. And it actually has an acrylic face because they're afraid if it cracked in space you'd have glass all over the place. [Lisa] Right. So that's a little nostalgia there. >> Well one of the main things too as you look at the mission that President John F. Kennedy established in the 60's for getting a man in space in that 10-year period. That being accomplished and kind of a parallel with what Pure Storage has done in its first 10 years of tremendous innovation. This keynote again Day 2, standing room only at least about 3000 people or so here. Storage as James Governor said, your friend and also who keynoted after Leland this morning you know, (mumbles) Software's eating the world storage is eating the world we have to have secure locations to store all this data so that we can extract maximum value from it. So nice parallel between the space program and Pure Storage. >> James is really good, isn't he? I mean he had to follow Leland and I mean again one of the better talks I've ever heard, but James is very strong, he's funny, he's witty he's he cuts to the chase. >> Lisa: Yes. >> He always tells it like it is. He's a very Monkchips is very focused on developers and they do a really good job there, one of the things he talked about was S3 and how Amazon uses this working backwards methodology which maybe a lot of people don't know about but what they do is they write and rewrite and rewrite and vet and rewrite the press release before they announce the product and even before they develop the products they write the press release and then they work backwards from there. So this is the outcome that we are trying to achieve, and it's very disciplined process that they use and as he said they may revise it hundreds and hundreds of times and he put up Andy Jassy's quote from 2004, around S3. That actually surprised me. 2000...Maybe I read it wrong. >> Lisa: No, it was 2004. >> Because S3 came out after EC2 which was 2006 so I don't know. Maybe I'm getting my dates wrong or I think James actually got his dates wrong but who knows, maybe you know what? Maybe he got a copy of that from the internal working document, working backwards doc that could be what it was but again the point being they envisioned this simple storage that developers didn't have to think about >> Lisa: Right. >> That was virtually unlimited in capacity, highly available and you know, dirt cheap which is what people want and so he talked about that and then he gave a little history of the Dell technology families and I tweeted out this in a funny little you know basically pivotal VM ware EMC and Dell and their history Dell was basically IPO 1984 and then today. There was a few things in between I know but he's got a great perspective on things and I think it resonated with the audience then he talked a lot about Kubernetes jokingly tongue-in-cheek how Kubernetes everybody thought was going to kill VMware but his big takeaway was look you got all these skills of (mumbles) Skills, core database skills, I would even add to that you know understanding how storage works and I always joke if your career is based on managing lawns you might want to rethink your career. But his point was which I liked was look all those skills you've learned are valuable but you now have to step up your game and learn new skills. You have to build on top of those skills so the history you have and the knowledge that you've built up is very valuable but it's not going to propel you to the next decade and so I thought that was a good takeaway and it was an excellent talk. >> So looking back at the conversations yesterday the press releases that came out the advancements of what Pure is doing, with AWS, with Nvidia, with the AI data-hub for example, delivering more of their portfolio as a service to allow businesses whether it's a law-firm like we talked to yesterday utility or Mercedes AMG Petronas Motor-sport, to be able to access data securely, incredibly quickly, recover it restore it absolutely critical and really can be game-changing depending on the type of organization. I want to get your perspectives on some of the things you heard anecdotally yesterday after we wrapped in terms of the atmosphere, the vibe, the thoughts on Pure's next 10 years. >> Yeah, so several things, just some commentary so it's always good at night you go around you get a lot of data we sometimes call it metadata. I think one of the more interesting announcements to me was the block-storage on AWS. I don't necessarily think that this is going to be a huge product near term for Pure in terms of meaningful revenue, but I think it's interesting that they're embracing the trend of the Cloud and are actually architecting Cloud solutions using Amazon services and blending in their own super gluing their own, I mean it's not really superglue but blending in their own software for their customers to extend. Now, you know some of the nuances I don't think they are going to have they have better right performance I think they'll have better read performance clearly they have better availability I think it's going to be a little bit more expensive. All these things are TBD that's just my take based on looking at what I've seen and talking to some people but to me the important thing is that Pure's embracing that Cloud model. Historically, companies that are trying to defend an existing business, they retreat. You know, they denigrate they don't embrace. We know that Pure's going to make more money on pram than it does in the Cloud. At least I think. And so it's to their advantage for companies to stay on-prem but at the same time they understand that trend is your friend and they're embracing that so that was kind of one thing. The second thing I learned is Charlie Giancarlo spent a lot of time with them last night as did you. He's a bit of a policy wonk in very certain narrow areas. He shared with me some of the policy work that he's done around IP protection and not necessarily though on the side that you would think. You would think that okay IP protection that's a good thing but a lot of the laws that were trying to be promoted for IP protection were there to help big companies essentially crush small companies so he fought against that. He shared with me some things around net neutrality. You would think you know you think you know which side of net neutrality he'd be on not necessarily so he had some really interesting perspectives on that. We also talked to and I won't share the name of the company but a very large financial institution that's that's betting a lot on Pure was very interesting to me. This is one of the brand names everybody would know it if you heard it. And their head of storage infrastructure was here, at the show. Now I know this individual and this person doesn't go to a lot of shows >> Maybe a couple a year. >> This person chose to come to this show because they're making an investment in Pure. In a fairly big way and they spent a lot of time with Pure management, expressing their desires as part of an executive form that Pure holds they didn't really market that a lot they didn't really tell us too much about it because it was a little private thing but I happen to know this individual and and I learned several things. They like Pure a lot, they use it for a lot of their workloads, but they have a lot of other storage, they can't necessarily get rid of that other storage for a lot of reasons. Inertia, technical debt, good tickets at the baseball game, all kinds of politics going on there. I also asked specifically about some hybrid companies products where the the cost structure's a little bit better so this gets me to flash array C and we talked to Charlie Giancarlo about this about his flash prices come down and it and opens up new markets. I got some other data yesterday and today that you know that flash array C is not going to be quite priced we don't think as well as hybrid arrays closing the gap it's between one and one and a quarter, one and a half dollars per gigabyte whereas hybrid arrays you are seeing half that, 70 cents a gigabyte. Sometimes as low as 60 cents a gigabyte. Sometimes higher, sometimes high as a dollar but the average around 65-70 cents a gigabyte so there's still a gap there. Flash prices have to come down further. Another thing I learned I'm going to just keep going. >> Lisa: Go ahead! >> The other thing I learned is that China is really building a lot of fab capacity in NAND to try to take out the thumb-drive market-place so they are going to go after the low-end. So companies like Samsung and Toshiba, Toshiba just renamed the company, I can't remember the name of the company but Micron and the NAND flash NAND manufacturers are going to have to now go use their capacity and go after the enterprise because China fab is going to crush the low-end and bomb the low-end pricing. Somebody else told me about a third of flash consumption is in China now. So interesting things going on there. So near term, flash array C is not going to just crush spinning disk and hybrid, it's going to get closer and it's going to slowly eat away at that as NAND prices come down it really could more rapidly eat away at that. So I just learned some other stuff too but I'll take a breath. (laughter) >> So one of the things I think we are resounding with it we heard not just yesterday on the program day but even last night at the executive event we were at is that from this large financial services company that you mentioned, Pure storage is a strategic partner to many organizations from small to large that is incredibly valued to your point the Shuttleman only goes to maybe a couple of events a year and this is one of them? >> Dave: Right. >> This is a company that in its first 10 years has embraced competition head on and I loved how you talked about yesterday 10 years ago they just drove a truck through EMC's market and sort of ripping and replacing. They're bold but they're also doing it in a way that's very methodical. They're working on bringing you know changing companies' perspectives of even backup data as becoming an asset to put it on flash. Because if you can't rapidly restore that, if there's an outage whether it is an attack or it's unintentional human related, that data can't be recovered quickly, you're in a big big problem. And so them as a strategic component of this isn't in any industry I think it was a very resounding sentiment that I heard and felt yesterday. >> Yeah, this ties into tam expansion of what we talked to Charlie Giancarlo about new workloads with AI as an example flash or AC lowering prices will open up those some of those new workloads data protection backup is clearly an opportunity and I think it's interesting, you're seeing a lot of companies now announce a lot of vendors announce flash based recovery systems I'll call them recovery systems because I don't even consider them backup anymore it's not about backup, it's about recovery. Oracle was actually one of the first to use that kind of concept with the zero data loss recovery appliance they call it recovery. So it's all about fast and near instantaneous recovery. Why is that important? It's because it's companies move toward a digital transformation and what does that mean? And what is a digital business? Digital business is all about how you use data and leveraging data in new ways to create new value to monetise or cut cost. And so being able to have access to that data and recover from any inaccess to that data in a split-second is crucial. So Pure can participate in that, now Pure's not alone You know, it's no coincidence that Veritas and Veeam and Cohesity and Rubrik they work with Pure, they work with HPE. They work with a lot of the big players and so but so Pure has to you know, has some work to do to win its fair share. Staying on backup for a moment, you know it's interesting to see, behind us, Veritas and Veeam have the biggest sort of presence here. Rubrik has a presence here. I'm sure Cohesity is here maybe someway, somehow but I haven't seen them >> I haven't either. >> Maybe they're not here. I'll have to check that up, but you know Veeam is actually doing very well particularly with lower ASPs we know that about Veeam. They've always come at it from the mid-market and SMB. Whereas Cohesity and Rubrik and Veritas traditionally are coming at it from a higher-end. Certainly Cohesity and Rubrik on higher ASPs. Veeam's doing very well with Pure. They're also doing very well with HPE which is interesting. Cohesity announced a deal with HPE recently I don't know, about six months ago somebody thought "Oh maybe Veeaam's on the outs." No, Veeam's doing very well with HPE. It's different parts of the organization. One works with the server group, one works with the storage group and both companies are actually doing quite well I actually think Veeam is ahead of the curve 'cause they've been working with HPE for quite some time and they're doing very well in the Pure base. By partnering with companies, Pure is able to enter that market much in the same way that NetApp did in the early days. They have a very tight relationship for example with Commvault. So, the other thing I was talking to Keith Townsend last night totally not secretor but he's talking about Outpost and how Amazon is going to be challenged to service Outpost Outpost is the on-prem Amazon stack, that VMware and Amazon announced that they're co-marketing. So who is going to service outpost? It's not going to be Amazon, that's not their game in professional service. It's going to have to be the ecosystem, the large SIs or the Vars the partners, VMware partners 'cause that's not Vmwares play either. So Keith Townsend's premise, I'd love to have him on The Cube to talk about this, is they're going to have trouble scaling Outpost because of that service issue. Believe it or not when we come to these conferences, we talk about other things than just, Pure. There's a lot of stuff going on. New Relic is happening this week. Oracle open world is going on this week. John Furrier just got back from AWS Bahrain, and of course we're here at Pure Accelerate. >> We are and this is our second day of two days of coverage. We've got Coz on next who I think has never been on The Cube. >> Dave: Not to my knowledge. >> We've got Kix on later. A great lineup, more customers Rob Lee is going to be on. So we're going to be digging more into Pure's Cloud strategy, the next ten years, how they're going to accelerate that and pack it into the next couple of years. >> I'll tell you one of the things I want to do, Lisa. I'll just call it out. An individual from Dell EMC wrote a blog ahead of Pure Accelerate I think it was last week, about four or five days ago and this individual called out like one, two, three, four.... five things that we should ask Pure so we should ask them, we should ask Coz we should ask Kix. There was criticism, of course they're biased. These guys they always fight. >> Lisa: Naturally. >> They have these internecine wars. >> Lisa: Yep. >> Sometimes I like to call them... no I won't say it. So scale out, question mark there we want to ask Coz about that and Kix. Pure uses proprietary flash modules. They do that because it allows them to do things that you can't do with off-the-shelf flash. I want to ask and challenge them that. I want to ask about their philosophy on tiering. They don't really believe in tiering, why not? I want to understand that better. They've made some acquisitions, Compuverde is one acquisition, it's a file system. What does that mean for flash play? >> Now we didn't hear anything about that yesterday, so that's a good point that we should dig into that. >> Yeah, so we'll bring that up. And then the Evergreen competitors hate Evergreen because Pure was first with it they caught everybody off guard. I said it yesterday, competitors hate Evergreen because competitors live off of maintenance and if you're not on their maintenance they just keep jacking up the maintenance prices and if you don't move to the new system, maintenance just keeps getting more and more and more and more expensive and so they force you, you're locked in. Force you to move. Pure introduced this different model. You pay for the CapEx up front and then, you know, after three years you get a controller swap. You know, so... >> To your point competitors hate it, customers love it. We heard a lot about that yesterday, we've got a couple more customers on our packed program today, Dave so let's get right to it! >> Great. >> Let's wrap up so we can get Coz on stage. >> Dave: Alright, awesome. >> Alright, for Dave Vellante. I'm Lisa Martin, you're watching The Cube from Pure Accelerate 2019, day two. Stick around 'Coz' John Colgrove, CTO, founder of Pure, will be on next. (upbeat music)
SUMMARY :
brought to you by Pure Storage. my inner NASA geek from the early 2000s. Talking about technology and the feeling of innovation But also... is inspiring, everybody the audience to take note of. played in the NFL, went to space, I never knew you could do that. and he, you know consumed it choked on it, I worked with NASA my first job out of grad school. that flew on the space shuttle and kind of like what you have with shoes Dave: I know this really that was a Dave: You have great shoes so I just I just assumed that So that's a little nostalgia there. Well one of the main things too as you look I mean he had to follow Leland and I mean again one of the things he talked about was S3 and how Amazon Maybe he got a copy of that from the internal so the history you have and the knowledge that you've So looking back at the conversations yesterday I don't necessarily think that this is going to be array C is not going to be quite priced market-place so they are going to go after the low-end. as becoming an asset to put it on flash. but so Pure has to and how Amazon is going to be challenged to service Outpost We are and this is our second day and pack it into the next couple of years. I think it was last week, about four or five days ago They do that because it allows them to do things so that's a good point that we should dig into that. and if you don't move to the new system, so let's get right to it! CTO, founder of Pure, will be on next.
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