>>Okay, welcome back everyone. To the cubes coverage of AWS summit, 2022 in San Francisco, California. We're here, live on the floor at the Mosconi south events are back. I'm John fur, your host. Remember AWS summit 2022 in New York city is coming this summer. We'll be there with the live cube there as well. Look for us there, but of course, we're back in action with the cloud and AWS. Our next guest Garrett Miller is the general manager of navigation at Mapbox. I mean, it's been a Amazon customer for a long time, Garrett. Thanks for coming on the cube. >>Yeah. Thanks for having us, John. >>So you guys are in the middle of, I love the whole location base slash we developer integration. We've had many conversations on the cube around how engineers and developers are becoming embedded into the application, whether it's from a security standpoint, biometrics, all kinds of stuff, being built into the app and, and location navigation. That's right. Is huge from cars. Everyone knows their car, car map. That's right. GPS satellites, some space it's complicated. It sounds like it sounds easy, but I know it's hard. Yeah. You, you get the keynote going on today. Give us a quick update on Mapbox and we'll then we'll talk about the keynote. >>Yeah. You bet John that's right. So as you were saying, you know, it really is. It's all about location intelligence. And how does that get embedded into the applications? And to the point you made vehicles that are out there on the roads to today. So we target developers. Those are our key customers, and we've got over three and a half million registered on the platform today. They consume the modules that we build with APIs, SDKs, data sets, and more and more applications to accomplish whatever those location needs might be. >>Why we appreciate you coming on. You are featured keynote by presenter here at summit, which means Amazon thinks you're super important to share. I'll say your customer. So you, I know you've been a customer for a long time as a company, but what was your keynote about what was the main theme? The developers were all here. You got the builders. What was your content? What did you present this morning on the keynote? Yeah, >>Well, this morning we really talked a lot about logistics and the, this story that we told was know in the logistics industry, there is a massive movement to shorter and shorter delivery windows. And so the, the, the story that we told is really around a 10 minute delivery. Now, have you ever wondered how you get a 10 minute delivery? You, you place an order on your phone and all of a sudden somebody shows up at your front doorstep. You ever wonder about that? >><laugh> >>Some shows supply >>Chain. Someone's waiting in the wings from my call. >>Yeah. >>Yeah. Well, that's right. >>John's about to order sometime soon. That's right. You ready? That's right. Do all these assets. That's >>Right. They're all ready for you. But there's actually a tremendous amount that actually goes into that. And so it really starts with designing the right distribution system up front. And so we've got tools and, and applications and, and APIs that support that. And really it, every single step of the way, location is a critical aspect to making that delivery happen and getting it to a customer's doorstep in 10 minutes or less. And so how are you understanding the real time road graph that underlies a, a, a driver going from perhaps a dark store, dark kitchen to getting in, excuse me, in front of a customer in 10 minutes with hot food. >>I mean, this is a big point. I was just joking about waiting for me, you know, that, but the point is, is that it's not obvious, but it sounds really hard. I know it's hard because to have that delivery, a lot of things have to happen. It's not just knowing location. >>That's exactly >>Right. So can you just UN pull appeal back the covers on that? What's going on there? >>Yeah. So imagine this is, is, it really starts, as I was saying with designing that distribution system and it's putting in place where you might not expect it, it's actually putting in place a retail store, but these aren't any retail stores, right? These are dark stores. These are dark kitchens that are strategically placed as close as possible, the customer density, so that you can actually shorten that window as much as possible to get you whatever that order might be. But from there, it actually goes quite a bit further when an order actually comes in, you've gotta be able to understand how do I sign an, a driver to get that order to the customer in that, in that very short period of time, more often than not, it's getting it to the driver that can get there the fastest, once you've got the right driver identified, how are you actually then going to enable them to get from point a to B to get that order. >>And then perhaps from B to C to get to your front door, being able to do turn by turn navigation that reflects everything. That's how happening in the real world to be able to get there on a timely way is critical. And then wrapping around that actually the, the, the end customer's experience your experience with how are you placing that order? Yeah. How are you using Mapbox services to do that? How are you being able to track on your application and say, well, you know, great, I expect 10 minutes and they're five minutes away. Are you gonna show up our APIs and SDKs power? That experience, >>I wanna get into the product in a second, but you brought up something I think's important to highlight. One is dark kitchens, dark stores. That's right. Okay. Term people may or may not have heard of, we all have experience in COVID going to our favorite restaurant, which has been kind of downsized because of the COVID and we're waiting for our food. And someone comes in from another delivery ever standing in line next was just pick something up. I mean, they're going through the front door. That's like the, the, the branded store. So, so is it right to say that dark kitchens are essentially replicas of the store to minimize that traffic, but, but also to be efficient for something else that's right. >>It actually even goes further than that. There are many restaurant brands. Now, it only exists as a brand. They don't have a restaurant that you can go to and sit down and have that meal. They actually only operate dark kitchens to, to serve that demand of people wanting to order up, Hey, I want my food. I want it. Now, those brands exist to serve that need. >>All right. So great for the definition, we just define dark kitchens, dark stores, but also brings, I wanna get your reaction to this before we get into the product, cuz this is a trend that's right. This is not like a one off thing. That's right. It's not a pulled forward TA a market that was COVID enabled. This is actually a user experience inflection point. That's >>Right. >>Can you share your vision on what this means? Because there's mobile ordering, there's the dynamics of the kitchens as a supplier of something in stores. So that's content or a product that's being delivered to a consumer via of the web. So now there's gotta be a whole nother reef factoring of the operating environment. Now that's what's happening is that might get that >>Right? No, that's exactly right. And even if you step back, even further and you, you think about the, the journey that the logistics industry has been on, it used to be that two days was that really exciting delivery time. Right. And everybody got it super excited. Then it became next day. Then it became same day and now it's become 10 minutes. And even some companies are out there offering seven minute deliveries, right. And in order to do that, you've gotta completely retool your business. So you can think the logistics and industry really existing on two continuums, you've got pre-planned deliveries on one hand and on-demand deliveries on the other. And there are two parallel distribution systems and ecosystems and industries really springing up to serve those different types of demand. >>So you've been on Amazon web services customer for how many years, >>Since 2013 in our founding. And you know, actually we're really proud to say that we were born on Amazon and we have scaled on Amazon. >>How are they helping you scale? What are they doing to help you? >>Well, I'd say just about everything. And if you think about their, the, the services that Amazon provides for us, they power every single step of our business along the way. And so I'll give you an example. We can walk through that with some of the tech technology. I, if you think about again, how do you get 10 minutes? You gotta have a pretty precise understanding of what's going on in the real world. And so to do that, it, for us, it all starts with collecting billions and billions of data points from sensors that are out there in the world. We stream that into our technology stack, starting at the very beginning with Amazon ESIS. And so that's just the start. But then that feeds into our entire technology stack that all runs on site on top of AWS, to where we're running our own AI models that we use Amazon SageMaker to make, and then stream it back out to our AP, through our APIs, to our se Ks and applications that sit on the edge again, all leveraging Amazon technology. >>Well, I think this is a great use case and I'll get back into the, the Mapbox a second, but Amazon, you guys are executing what I call the super cloud vision, which is snowflake you guys building on their CapX leverage. You're building a super cloud on your own. It's your app, it's your cloud. >>That's right. That's right. So if you, again, if you think about it, you know, and actually just stepping back for a moment, tell about Mapbox for a second is what, what Mapbox can do is provide the most accurate digital representation of the physical world. Think about the Mapbox technology, delivering the most accurate digital twin of mother earth, right? That's what we do. And the way that we do that is to consume, as I said earlier, vast amounts of data, we've got powerful AI that structures that data, and then really robust and scalable infrastructure that underpins all of that. Now the benefit of working with a company like AWS is that they take care of that third point. Yeah. Which means we get to go focus on the first two, which is how we differentiate and build our >>Business. And that's exactly the model of how you win in the cloud. In my opinion, that's the go big piece, the go and there's tools that fit in white spaces. But that's the, I think that's the right formula. Let's get back to Mac boxer. I know you've got news. You got the, the, uh, Mapbox fleet SDK. You announced, I wanna hold on that we'll get to in a second, let's get back to what you got are providing that example as you have this new operating environment of how delivery and, and supply chain and that's example, I want to know how tech your technology is making all that work. Because I was just talking to someone last night about this web van was web 1.0 and crash never was successful. Instacart is kind of hurting. So maybe they're optimized. You could save them. I mean, cuz the economics gotta work. If you don't have the underlying system built, that might fail. So there'll be probably the third version that gets it. Right. Maybe at Mapbox again, I'm speculating, but I'll let you talk. Yeah. How does Mapbox solve the, that problem? >>You know, it's interesting if you come back to that, that, that analogy we're using with AWS and how do you use AWS to win in the cloud? It's the same story for Mapbox of how do you win in the location industry? And what we do is provide those same tool sets of APIs and SDKs, the thing go power, those logistics companies like an Instacart, who's a great customer of ours to run in their logistics business on top of it again, it's all about how do you provide technology that allows your customers yeah. To focus on what matters from a differentiation perspective as they focus on building their >>Business and you think your economics is gonna enable these people to be successful >>100%. That's >>The goal >>100%. >>All right. So another thing that I wanna bring up is the fleet SDK, what was the, that you announced they can, you just quickly share the news on what this >>Is? Yeah, yeah, absolutely. I appreciate that, John. Yeah. So today on the Eve of earth day, we're very excited to announce Mapbox fleet going into, uh, our beta launch and what Mapbox fleet is, is, uh, a set of tools and application that allows our customers to more efficiently route their vehicles, which means lowering their fuel consumption. And at the same time, more efficiently dispatching those vehicles, which means that you can get more done with fewer assets, essentially. How do you get more packages onto a single vehicle to get those to the customers? Now you may be watching the news and understanding, yeah, there's a tremendous explosion of delivery going. Yeah. And that's fantastic. Right? That's great business for our logistics customers. Good business for us too. What's happening though, is that as those volumes are ballooning, everybody's all of a sudden, really looking at their cost structures and trying to understand how do I manage this? >>Right. I have efficiency targets as a business. Maybe I've been really focused on customer acquisition. Now it's time to flip the model and really understand in the economics of profitable growth. We help with that, with that focus on efficiency, but the double edged sword with growth and, and you know, running a logistics business is that you actually have a tremendous amount of carbon emissions that are associated with that. Yeah. For a car to show up or a truck to show up, to deliver something to your house, their emissions associated with that. So what we find is that we're able to not only drive dollar savings for our customers, but also as part of that, with the efficiency angle, really help to drive down the overall carbon impact in the carbon footprint of what they do. And >>How do you do that? >>Well, it's the efficiency lens, right? So if somebody is driving 20%, fewer miles, they're going to emit 20% fewer. Okay. >>Gotcha. So it's a numbers game across the board with actual measurement. That's exactly right. Built in and say optimization paths, all kinds of navigation. >>That's exactly right. So embedded within Mapbox fleet application are those optimization algorithm. >>So you got a platform that's setting up for the next level delivery system slash new way to connect people to goods and services and other things getting from point a to point B, you got the sustainability check you're in the cloud, born in the cloud cloud scale. I gotta a, I can't go without asking if you're on Amazon, you do all this cool stuff. There's gotta be a machine learning an AI angle. So what is that? Yeah, absolutely. >>Absolutely. AB yeah. You know, <laugh> guilty as charged. >>I would say >>John. Uh, so look, I >>Think, I mean AI and, and sustainability are gonna be, I think filings in my, in the future we be talking about on the cube, if you're not an AI company or, and doing force for good stuff, I think there's gonna be mandatory requirements on those. >>I couldn't three more. I think the ESG agenda is an incredibly important one. One that's core to Mapbox has been since the founding of the company back in 2013. Uh, but if you look at how does AI and ML fit into Mapbox, it does that in a number of different ways. And really when we come back to this idea of Mapbox creating a digital twin of the earth, the way that we do that, it is through ingesting a tremendous amount of sensor data. Right? You can imagine, uh, Mapbox customers on any given week drive, billions of miles, we're capturing all of that telemetry data to understand and make sense of what does that mean for, for, for the world that allows us to push in any given day 700,000 updates to our underly, your location technology stack, and at the same time provide insights as to exactly what's happening. Are there roadside incidents? Are there, are there issues with traffic? So by collecting all of that data, we run incredibly powerful AI models on top of it that allow us to create the, the real world representation of what's happening. That's exactly how >>It works. What, what, as they say in the, um, big data AI world is you guys have a tremendous observation space. You're looking at a lot of surface area data that's exactly right. Across multiple workloads and apps. That's >>Exactly >>Right. You can connect those dots with the right AI. >>That's exactly right. That's exactly right. And I think I, you know, coming back to your point around sustainability, I do think that the AI and ML capabilities that are being delivered are going to be paramount to that. It being such a fundamental aspect to what am, to what Mapbox does as a business allows us to launch these game changing solutions like Mapbox fleet and staying on that, that kind of environmental and sustainable kick for a second. Just last week, we launched our, our EV routing API that powers the next generation of EVs. So AI ML sustainability. If it's not core business today, it's gotta very quickly become core. >>It's really interesting. I really think what we're teasing out here and it's fun to talk about it now because we'll look back at it later 10 years or more and say, wow, this is completely refactored the industry and lives and the planet ultimately. Right. So this is a, a kind of got force for good built into the system natively. That's >>Right. That's >>That's interesting, Garrett, thanks so much for sharing the story. Give you the last word, share with the audience, what you guys are up to, what you're promoting, what you're looking for. Are you hiring, uh, is there a call to action? You wanna share? Give the plug for the company? Yeah, >>Absolutely hiring like crazy come join Mapbox and BU build the future of geolocation and intelligent location services with us. Uh, the, thanks so much for the time, >>John. Thanks for coming on cube coverage here in San Francisco, California Mosconi center back at live events. I'm John for host cube stayed with us as day two wraps down. Remember New York city. This summer will be there as well. Cube coverage of more cloud coverage events are back. Thanks for watching.

>>from San Francisco. It's the queue covering our essay conference. 2020. San Francisco Brought to you by Silicon Angle Media's >>Welcome Back Around Here at the Cube. Coverage for our conference. Mosconi, South Floor. Bring you all the action day one of three days of cube coverage where the security game is changing, the big players are making big announcements. The market's changing from on premise to cloud. Then hybrid Multi cloud was seeing that wave coming. A great guest here. Barr, our VP of product strategy and co founder of the Mystery, was acquired by Palo Alto Networks. Worries employed now, Rishi. Thanks for coming on. Thank you. Absolutely happy to be here. So, first of all, great journey for your company. Closed a year ago. Half a 1,000,000,000. Roughly give or take 60. Congratulations. Thank you. Big accomplishments. You guys were taken out right in the growth phase. Now at Palo Alto Networks, which we've been following, you know, very careful. You got a new CMO over there, Jean English? No, we're very well. We're very bullish on Palo Alto. Even though that the on premise transitions happening cloud. You guys are well positioned. How's things going things are going fantastic. We're investing a lot in the next Gen security business across the board, as mentioned Prisma Cloud is big business. And then on the other side, which is what I'm part of the cortex family focused on the Security operations center and the efficiencies That's fantastic and, ah, lot off product innovations, investment and the customer pull from an operations perspective. So very excited. You guys had a big announcement on Monday, and then yesterday was the earnings, which really kind of points to the trend that we're seeing, which is the wave to the cloud, which you're well positioned for this transition going on. I want to get to the news first. Then we get into some of the macro industry questions you guys announced the X ore, which is redefining orchestration. Yes. What is this about? What's this news about? Tell us. >> So this news is about Mr was acquired about a year ago as well. This is taking that Mr Platform and expanding it on, expanding it to include a very core piece, which is Intel management. If you look at a traditional saw, what has happened is soccer teams have had the same dead and over the last few years acquired a sword platform such as a mystery security orchestration, automation and response platform. But the Edge Intel team has always been still separate the threat Intel feeds that came in with separate. With this, we are expanding the power of automation and applying doc to the threat intelligence as well. That is, thread intelligence, current state of the art right now. So the current state of the art of threat intelligence is are the larger organizations typically subscribe to a lot of faith, feeds open source feeds and aggregate them. But the challenge is to aggregate them the sit in a repository and nobody knows what to do with them. So the operationalization of those feeds is completely missing. >> So basically, that is going to have data pile. Corpus is sitting there. No one touches it, and then everyone has to. It's a heavy lift. It's a heavy lift, and nobody knows. Cisco sees the value coming out of it. How do you proactively hunt using those? How do you put them to protecting proactively to explain cortex X, or what is it? And what's the value? So the cortex X or as a platform. There are four core pieces, three off which for the core tenants of the misto since the big one is automation and orchestration. So today we roughly integrate with close to 400 different products security and I t products. Why are the FBI on let customers build these work flows come out of the box with close to 80 or 90 different workloads. The idea of these workloads is being able to connect to one product for the data go to another taken action there Automation, orchestration builds a visual book second s case management and this is very critical, right? I mean, if you look at the process side of security, we have never focused as an industry and the process and the human side of security. So how do you make sure every security alert on the process the case management escalation sl A's are all managed. So that's a second piece off cortex. Third collaboration. One of the core tenants of Mr Waas. We heard from customers that analysts do not talk to each other effectively on when they do. Nobody captures that knowledge. So the misto has an inbuilt boardroom which now Cortex X or has the collaboration war room on that is now available to be able to chat among analysts. But not only that charged with the board take actions. The fourth piece, which is the new expanded platform, is the personal management to be able to now use the power of orchestration, automation collaboration, all for threat intelligence feeds as well. Not only the alerts >> so and so you're adding in the threat. Intelligence feeds, yes. So is that visualize ai on the machine Learning on that? How is that being process in real time? How does that on demand work for that fills. So the biggest piece is applying the automation and intelligence to automatically score that on being able to customize the scoring the customer's needs. Customized confidence score perfect. And once you have the high fidelity indicators automatically go block them as an example. If you get a very high fidelity IOC from FBI that this particular domain is the militias domain, you would want to block that in. Your firewall is executed immediately, and that is not happening today. That is the core, and that's because of the constraint is I don't know the data the way we don't know the data and it's manual. Some human needs to review it. Some human needs to go just not being surfaced, just not. So let's get back into some of the human piece. I love the collaboration piece. One of things that I hear all the time in my cube interviews across all the hundreds of events we go to is the human component you mentioned. Yes, people have burnt out. I mean, like the security guys. I mean, the joke was CIOs have good days once in a while, CSOs don't have any good days, and it's kind of a job board pejorative to that. But that's the reality. Is that it works? Yes. We actually okay, if you have another job. Talking of jokes, we have this. Which is what do you call and overwork security analyst. A security analyst, because every one of them >>is over word. >>So this is a huge thing. So, like the ai and some of the predictive analytics trend Is tourist personalization towards the analyst Exactly. This is a trend that we're seeing. What's your view on this? What? You're absolutely We're seeing that trend which is How do you make sure analyst gets to see the data they're supposed to see at the right time? Right. So there's one aspect is what do you bring up to the analyst? What is relevant and you bring it up at the right time to be able to use it. Respond with that. So that comes in one from an ML perspective and machine learning. And our cortex. XDR suite of products actually does a fantastic job of bringing very rich data to the analyst at the right time. And then the second is, can we help analyst respond to it? Can we take the repetitive work away from them with a playbook approach? And that's what the cortex platform brings to that. I love to riff on some future scenarios kind of. I won't say sci fi, but I got to roll a little bit of a future to me. I think security has to get to like a multi player gaming environment because imagine like a first person shooter game, you know where or a collaborative game where it's fun. Because once you start that collaboration, yes, then you're gonna have some are oi around. I saw that already. Don't waste your time or you get to know people. So sharing has been a big part? Yes. How soon do you think we're gonna get to an environment where I won't say like gaming? But that notion of a headset on I got some data. I know you are your reputation. I think your armor, you're you're certifications. Metaphorically putting. I think way have a lot of these aspects and I think it's a very critical point. You mentioned right one of the things which we call the virtual war room and like sex or I was pointing out the fact that you can have analysts sit in front of a collaboration war room not only charge for the appears but charged with a boat to go take care of. This is equivalent to remember that matrix movie plugging and says, you know how to fly this helicopter data and now I do. That's exactly what it is. I think we need to point move to a point where, no matter what the security tool is what your endpoint is, you should not have to learn every endpoint every time the normalization off, running those commands via the collaboration War Room should be dead. I would say we're starting to see in some of the customers are topics or they're using the collaboration war room to run those commands intractably, I would say, though, there's a big challenge. Security vendors do not do a good job normalizing that data, and that is where we're trying to reach you. First of all, you get the award for bringing up a matrix quote in The Cube interview. So props to that. So you have blue teams. Red teams picked the pill. I mean, people are people picking their teams. You know what's what's going on. How do you see the whole Red Team Blue team thing happening? I think that's a really good stuff happening. In my opinion, John, what's going on is right now so far, if you see if I go back three years our adversaries were are committing. Then we started to see this trend off red teaming automation with beach automation and bunch of companies starting to >>do that >>with Cortex X or on similar products, we're starting to now automate the blue team side of things, which is how do you automatically respond how do you protect yourself? How do you put the response framework back there? I think the next day and I'm starting to see is these things coming together into a unified platform where the blue team and the team are part of the same umbrella. They're sharing the data. They're sharing the information on the threat Intel chair. So I see we are a very, very good part. Of course, the adversities. I'm not gonna sit idle like you said about the Dev ops mindset. Heavens, notion of knowledge coming your way and having sharing packages all baked out for you. She doesn't do the heavy lifting. That's really the problem. The data is a problem. So much demand so much off it. And you don't know what is good and what is not. Great. Great conversation again. The Matrix reference about your journey. You've been an entrepreneur and sold. You had a great exit again. Politics is world class blue chip company in the industry public going through a transition. What's it like from an entrepreneur now to the big company? What's the opportunity is amazing. I think journey has been very quick. One. We saw some crazy growth with the misto on. Even after the acquisition, it's been incredibly fast pace. It's very interesting lot of one of the doctors like, Hey, you must be no resting is like, No, the journey is amazing. I think he s Polito Networks fundamentally believe that. We need to know where it really, really fast to keep the adversaries out on. But that's been the journey. Um, and we have accelerated, in fact, some of our product plans that we hard as a start up on delivering much faster. So the journey has been incredible, and we have been seeing that growth Will they picked you guys write up? There's no vesting interesting going on when you guys were on the uphill on the upslope growth and certainly relevance for Palo Alto. So clearly, you know, you haven't fun. People vested arrest when they checked out, You guys look like you're doing good. So I got to ask you the question that when you started, what was the original mission? Where is it now? I mean this Is there any deviation? What's been the kind? Of course you know, this is very, very relevant questions. It's very interesting. Right after the acquisition, we went and looked at a pitch deck, which we presented overseas in mid 2015. Believe it or not, the mission has not changed, not changing iron. It had the same competent off. How do you make the life off a security person? A security analyst? Easy. It's all the same mission by automating more by applying AI and learning to help them further by letting them collaborate. All the aspects off case management process, collaboration, automation. It's not changed. That's actually very powerful, because if you're on the same mission, of course you're adding more and more capabilities. But we're still on the same path on going on that. So every company's got their own little nuanced. Moore's Law for Intel. What made you guys successful was that the culture of Dev ops? It sounds like you guys had a certain either it was cut in grain. I think I would say, by the way, making things easy. But you got to do it. You got to stay the course. What was that? I think that's a fundamental cultural feature. Yeah, there's one thing really stand by, and I actually tweeted about a few weeks ago, this which is every idea, is as good as good as its execution. So there's two things between really focus on which is customer focused on. We were really, really portable about customer needs to get the product needs to use the product, customer focus and execution. As we heard the customers loud and clear, every small better. And that's what we also did. You guys have this agile mindset as well, absolutely agile mindset and the development that comes with the customer focus because way kind of these micro payments customer wants this like, why do they want this? What is the end goal? Attributed learner. Move on to make a decision making line was on Web services Way debate argue align! Go Then go. And then once you said we see great success story again Startup right out of the gate 2015. Acquire a couple years later, conventions you and your team and looking forward to seeing your next Palo Alto Networks event. Or thanks for coming on. Great insight here on the cube coverage. I'm John Furrier here on the ground floor of our S e commerce on Mosconi getting all the signal extracting it from the noise here on the Cube. Thanks for watching. >>Yeah, yeah,

>> 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 to our live coverage here in Mosconi North Lobby, Of'em World 2019. I'm John for a Student and a Volante celebrating our 10th VM World or 10 years of covering the M world. Dave's stew. What a run been Go back across Mosconi South 10 years ago with the green set. This is 10 years later. 10:10 p.m. World BMC Rule No longer the show, so that kind of folds in the Dell Technologies Man, The world's changed. Pat Nelson had just delivered his keynote as CEO Sanjay Poon and a CEO came on talk to customers stew. A lot of acquisitions, a lot of cloud native, a lot of cloud. 2.0, this is turning into VM. Wear 2.0, where vm zehr kind of only one part of the equation. So let's jump into the analysis, Dave. I mean, you put out some killer research on silken angle dot com, and we keep on dot com around customer spend still, we put out a lot of analysis on all the key trends that Vienna was playing into. Cloud two point. Oh, is what we're calling it. It's enterprise Cloud of fresh scale Day. What? What? What? What do you want? Your analysis, Latino >> John, when you go back. 10 VM Worlds ago, it was all about virtualization, completely changing the deployment dynamics. When when I first saw a VM deployed, I went, Oh, my God, This is gonna change everything. And it did. But while compared to now what's happening with cloud and a I we heard so much about five g. It was also the big, big difference in the ecosystem. Back when e. M. C owned VM wearing 2010 there was that sort of Chinese wall stew. You were working there, you know, just before that. And there wasn't a lot of, you know, swapping of I P, if you will. They were sort of treating them as unequal player to net app and everybody else out there. Tod Nielsen used to say, for every dollar spent on of'em were licensed, 15 spent an ecosystem. You don't hear that kind of narrative anymore, you hear we're crushing the HC. I vendor where number one basically a sort of backhand to Nutanix We heard on the on the keynote Very tight integration VX rail project Dimension So much, much tighter integration since Pat Tell Singer joined VM. Where from the emcee lots has changed >> will be a lot of research on reporting leading up to the show around Cloud two point. Oh, I'll see Dev. Ops is willing to home of the dimension on enterprise scale, the number of acquisitions of'em wears made and then, boom. They dropped two monsters on the table or the 11th hour pivotal for 2.7 billion carbon black for 2.1 billion. Lot of stories in those AK was other acquisitions, your analysis and how that played out today on the >> Kino. As Dave said when we started coming to this event back in 2010 you know, the virtual machine was the center of the universe. What were these servers that it lived on, how to storage and network and get fixed to be ableto live in that environment And the keynote. It was a lot of cloud, you know, John, we brought in a lot of the Cloud camp people that first year and some people were like, Why are we talking about Cloud? This is VM World, and we're like, Well, this is the future. And today we're not talking about V EMS at the center we're talking about containers were talking about cloud native applications, that multi cloud world absolutely something that pack l singer did. Front center actually felt it almost glossed over a little bit of the H C, I and NSX and all these wonderful things. Sure, there was some big del pieces in there. The M word cloud on Delhi emcee the Del Di are, you know, data protection, power protect, you know, into the VM where peace something that you definitely would not have seen under the old emcee Federation model. So Michael Dell, absolutely having his strong footprint here. Dave's done a lot of analysis talking about things like Pivotal getting pulled in and like so many different acquisitions, Pivotal came out of'em wear and, you know, carbon black Boston based companies so many different pieces here to get them talking about applications and where Veum, where the company sits in this multi cloud world where they're trying to be, you know, maintain their relationship with us. >> Let's get into the analysis on the whole ecosystems. I really want to dig into the work. Dave, you didn't and the team did. But let's go through the keynote first. So my personal opinion was it felt like, um, I'll give him a C plus Pat because it just didn't have a lot of meat. In my opinion, it felt like it was too much tech for good, although super important to have that mission driven stuff I think is really valuable as the market tends to look >> at tech >> as bad actors. I thought that was addressing. That was a positive thing, but it felt too much. I didn't see a lot of specifics. It felt do is and David, if they were hiding something, they were putting a lot of it didn't seem like there's a lot of substance coming out specifically around how Kubernetes was going to be impacted. Specifically, how Cooper is going to sit within the VM where ecosystem products specifically I just didn't feel like the product side was there. >> Well, you know what? I'll say it, John and General, I agree with you because Day one usually is here is the company vision. And if the vision is kubernetes, well, we've been hearing kubernetes for a bunch of years. Kubernetes is not the answer. Kubernetes is an enable ionizing technology job. Ada, who we up on stage? You know, we had him on the Cuban. He's like, look committed. This is not a magic layer. It's this thin layer that's gonna help us go between clouds. Getting into some of their future projects is something I usually would expect on Day two, the vision of V. M. Whereas a company, it feels like we're in that transition from who do you want a big tech for? Good? That that's great stuff. You know, Pat has a long history of talking about, you know, that moral compass that he has and wants the company to live. That which is a good change from many of the Silicon Valley companies. But, you know, I didn't get a strong feel for their vision and it was not >> a conservative. They didn't want to actually put a position down there because I think everyone in the hallway that I talked to wants to know how Cooper is gonna impact the sphere for instance, is gonna change the makeup of the sphere. And what's the impact on the product side the head that stat about bare metal being 8%. I was like, a little bit biased. Maybe there, So are they. They tiptoeing. Dave, you think? I mean, the spend numbers show that if you could just hold the line for 24 months and the new trends won't take away from that license, I mean, is it a tactical thing? Or do you think that here's the >> thing? I want to go back? I do want to give'em where? Props on one thing and you've used this term to If you go back to 8 4009 Paul Maritz talked about. We're building the software mainframe and passed them pretty consistent about that they used, they said, Any workload, any app? What's different today than back then is, he said, any workload, any up any cloud. Really. Cloud wasn't as much of a factor back then, but that vision has been fairly consistent it to you. Answer your question, Veum. We're spending remains strong, you know they're spending data that we shared with the GT R on silicon angle yesterday and today is that 41% of the VM were installed. Base is going to spend Maurine the second half of 2019 and only 7% are going to spend less. Okay, that's a real positive. But at the same time, the data clearly shows that cloud is negatively impacting VM wear spend and so that's a real threat. So multi club Pat said today technologists who Master Master Multi Cloud will own the next decade. He's talking to his audience. I'm not sure I agree with that. How much you're mastering Multi Cloud is what's gonna be the determining factor to own the next decade. >> Well, I'm stumped. Stick with my position. That multi cloud is not a reality. I think it's really more overhyped, and our actually just started to be hyped and probably will be then over hypes. And then seven years from now we'll start seeing multiple clouds truly interoperable. But I think multi cloud is we find on the Cuba simply enterprises have multiple vendors and multiple environments that happen to be those vendors have cloud, so I don't think it actually is an operating model yet. But again, just like on the Cube 2012 stew. We talked about hybrid Cloud. I called. I asked, yes. When was it a halfway house of the weigh station? He had a connection. >> So gassy. So, John, here's what I say. Number one is customers today absolutely have multiple clouds. But for multi cloud, to be a reality multi cloud must be greater than the sum of just the piece is that it's made up today and absolutely were not there. Today. VM wear has a strong reason why it should be at the center of that discussion. But they're gonna be right at loggerheads with Red Hat and Microsoft and Google and Cisco in that kind of debate at the multi cloud >> and we had, we had a story on our special report on silicon angle dot com. Check it out. It's called Coping With Multi Cloud. Were coping was by design. Coping as a mechanism used to deal with uncertainty. Coping strategies is what CEOs are going to deal with. But read that post. But in it I kind of see. I mean, I kind of agree and disagree. We have two perspectives, Dave developing. You want to get your thoughts butts do on this C I ose that come from a traditional I t background tend to like multi vendor things because they know they don't want lock. And they're afraid if you then swing to the progressive side si SOS, for instance, who are have a gun to their head in terms of security, they're all saying no, we're betting on one cloud and we'll have backup clouds, but our development staff is gonna build stacks. Have AP eyes, and we'll share those AP ice to our suppliers. Cloud vendors are saying Support our specs. So to spectrums the old school I t. Guys saying Multi vendor equals multi cloud. And then then, on the other end, See says to say, I'm gonna build technology and build a stack, exposed FBI's and let the clouds support my my tooling that not the other way around your thoughts. I >> pulled a quote in my piece That's on Silicon angle as well. From David. If lawyer and he was defining a hybrid multi cloud, he said, any application of application service can run on any note of the hybrid cloud without rewriting re compiling a re testing. My argument would be you're never gonna have that North Star without a high degree of homogeneity. And there's three examples of high degrees of homogeneity in hybrid Cloud. Today it's azure stack. It's clouded customer, and it's outposts. You're so this idea that we're gonna have this diverse set of clouds and yet they're all gonna run is one to me. I ask, Is it technically feasible? And is it Is it practical? >> Well, Steve, Steve Harry was on his Hey had announced the signal. FX has come. Portfolio can be sold on a big deal to split when he was on The Cube with me last week and he said one of them looking back on the 10 years that 1 may be M where great was virtual ization allowed for massive efficiencies and improvements without rewriting the apse. The question today's point is, is that a reality? Can what's next? So that that next gain that's not gonna require people to rewrite their APs >> well and that actually not rewriting the axes where VM or has its strength. Because, you know, I I made a joke during the keynote. It was like you have a V M insert magic. Congratulations. You now have a cloud workload because I just did. VM were cloud and it's the same app. But on the other hand, that's actually been my biggest dig on V M. Where is the long pole? In the tent and modernization is modernizing wraps. And that is that Tom Zoo that Veum were announced. They're taking bit Nami and pivotal because we do need to modernize the application. If you have an application, you've been running long enough that your users are complaining about it. We need to modernize that. VM wear has not been much of enabler of that pivotal. Yes, absolutely. That's what the cloud Foundry Labs, the pivotal Labs has been doing for years. It is a tough thing to do. That's what the developers we hear it Amazon. They're building new abs. I don't hear modern building new app at VM where, but they are moving in that >> direct question for you guys and John you in particular, but also used to as well followed AWS probably more closely than any two people I know, Pat said. Strength, lies and differences, not similarities. I've noted many differences in philosophy between A. W S and V M. where they're both winning in the market place. We know a divorce is growing much faster, but a divorce doesn't believe in multi cloud. A Devil's doesn't believe security is broken. That's that's VM wears narrative VM where says it wants to be the best infrastructure and develop our software company. That's kind of like eight of us is the platform for that. They both want to be the security cloud, and and VM were said today they have 10,000 cloud data centers, and I'm guessing that Andy Jassy wouldn't think that many of those data centers are cloud data centers. Your thoughts on the differences between between A. W S s philosophy and VM wears narrative. And can they both? Is there enough market for them both to win? >> Well, it's strikingly different. I mean, AWS is just in a breed of its own. VM wears hedging and playing there their bets. They're kind of putting, you know, bets on each horse, right? Interesting enough in the cloud thing. There was no mention of Google Cloud. I didn't see that mentioned there. Andi was speculation. Wouldn't Oracle be great partnering with Google? That's not a rumor. I'm just kind of put it out there. That would be a good combination partnership, given the Oracle's cloud is failing miserably, I think v M. Where because of the operating leverage in the enterprise, has that operational layer down to me, Amazon is the model, the future, because they are clearly born with a dev ops mindset. They have an environment where developers can build applications and they could operate. It scale with all the efficiencies of operations. So I think cloud to foreigners were calling. It is all about having developers and operational excellence without a lot of disruption or re platforming. So I think that's where the differences are. You have company that have toe have to work with this world of legacy applications, and that requires first lift and shift, which doesn't become attractive. Then you add containers on the game changes. So I think container ization really was, I think, the seminal moment in the shift where where you got kubernetes and containers. So let the enterprise cloud. Native guys get in and have an operational framework that takes advantage of the horsepower of public cloud, which is computing storage, which is why we think networking and security will be the absolute focus areas for Cloud two point. Oh, and Amazon is just dominating the depth and the ops. And I don't think anyone is coming close. >> I'd love to hear your thoughts, too, but I just got caught. I don't think Oracles Cloud is failing miserably. I think it's I wouldn't say it that way. I think their infrastructures of service is irrelevant and the cloud is all about SAS. But just, you know, that's what I think. Waken debate that somebody >> has been great for the Oracle customers. But in terms of all metrics in terms of public and enterprise, cloud with multiple environments nonstarter. >> So there's a bit of a schism out there if you talk to customers. There are many customers when they deploy in Public Cloud, although uses, you know, compute storage and, like the identity management and that's it. And they'll stop and I talkto you con many customers that are using kubernetes so that if they want to hit the eject button, but they're all on Amazon today, so it's not like they're all fleeing Amazon or doing it. But we talked to lots of developers that are deep in aws they're using those service is they're using Lambda and they're building it. So how deep will they go? And that's where I look at this VM we're offering. And it's if I'm gonna take the sphere and extend that with kubernetes. I saw Cuba. Well, um, actually in the Twitter stream said it is, you know, cloud lock in to Dato is what we get if we do that. Because the whole reason VM were originally created called Foundry. So they didn't have to take that entire V's fear colonel and put it everywhere. So it's a nice bridge. That van, where has the partnership they have with AWS is a great strategy. But I still think it is a bridge to an ultimate solution where they'll still use the M where the embers not going anyway. But that shift of where my application live in what service is I do is going to change a lot over the next 3 to 5. >> Let's not lose sight, Dave, of where we are in the industry. I mean, we're at VM World 2019. We go to reinvents coming up. We kind of live in a tech bubble in the sense that all this stuff is all kind of great skating to where the puck is gonna be. But the reality is in most I tea shops, and again, I use ceases as a proxy in my mind, because they're in the cutting edge of all the real critical nature of security, of the impact that harm that could happen to a company. So I look at sea. So she's more of a canary in the coal mine for trends than the nutritional CEO. At this point, most enterprises are just trying to rationalize kubernetes, generally speaking like never mind, like making a centerpiece of their entire architecture. They're looking at their existing environment saying, Hey, I got V EMS that did great for me. Serve a consolidation enabled more efficiency, not rewriting code. Now what? I gotta do kubernetes and do all this other stuff. How do I suspect my VM with kubernetes? Is it on bare metal? So I think we're way ahead right now. In the narrative, I think the reality is that people catch up. That's where the proof is gonna come into. That's why the customer survey numbers are interesting. >> Keep keep. Townsend is set on the Cube VM, where moves at the speed of the CEO, so they're not moving too far ahead of them, but they are key heating up with them. >> Let me share some data to share some data so you could go to Silicon Angle. Look at the V M World 2019 90 spending survey containers, Cloud NSX and pivotal its data from Enterprise Technology Research that we analyzed. There's no evidence right now that Container's air hurting VM wear. But then that was the narrative that containers are gonna kill the M where but long term. There's real threats there. So that's what the pivotal acquisition, at least in part was about. I want to address the pivotal acquisition cause we haven't dug into it a little bit a cz, Much as I'd like to see. There's really three things there. One pivotal was struggling. You look at the stock price, you look at their buying patterns, you know the stock was down that not even close to their original AIPO price, so they wanted to get out of the public eye right now would not be on that 30 day shot clock. The second is it's a hedge on containers. And the third is it's a financial scheme. I mean, I'll call it that VM wears paying $800 million in cash for an asset that's worth $4 billion. How can that be? Well, they already owned 15% of pivotal there. Give. They're exchanging stock. So their trade trading paper to Adele in exchange for Dell's 70% ownership in Pivotal. So they pick up this asset, and it's basically a forced migration by Michael Del, who controls 96% of the voting shares. So there's all kinds of inside nuance going on there that nobody's really talked about it a >> great deal for Of'em. Where and Michael Dell? It's >> a very good deal for VM wear and Michael Dell. >> Let's unpack that are rapidly. >> Just did the one piece on that, right, because kubernetes it was the elephant, the room that was damaging what Pivotal was doing. VM were made a couple of acquisitions VM where needs to react at, so it made sense to pull out back in. Even if it does go against some of the original mission, that Cloud Foundry and Pivotal had to be able to be that cloud native without that full strong time, >> it's all about building apse, right? It's all about enabling developers. >> Let's on that note. Let's go around the horn and talk about what we expect from the emerald this year. And then we'll kick off three days of wall to wall coverage. I'll start, I expect. And I'm not looking for is how VM wear and its ecosystem and who's really deep in the ecosystem, who's kind of independent and neutral, what they're doing with their containers and kubernetes play. Because I think the container revolution that was started with Dr Absolutely is very relevant to the C i o and the Sea. So so and then how they're using data in that in their applications. So you know how VM Way wants to position themselves on the control plane, how that fits in the NSX. I think containers in the container ization is going to change. I think bare metal is gonna be a super important topic in the next couple of years. Dio I'm kind of swinging back to the my feeling that you know, hyper convergence what it did for server storage networking back when you were calling those those moves. I think that kind of hyper convergence mentality is coming up the stack, and I think Containers and the Kubernetes Chess Board will will play out. >> I think if you my feelings, if you don't own a public cloud, you better convince your customers in your ecosystem that the future is in our definition of cloud, which is multi cloud. And that's what this VM world to me is all about. >> Yeah, you know, Veum wears taking their software state and trying to live in all of those cloud world. So you know, V. Amar has 600,000 customers and they want to be the ones to educate them on the kubernetes containers. You know you're at modernization, but there's a lot of other places customers can learn about this. No one understand where VM wear really adds value beyond all of those pieces, because all the cloud platforms have their kubernetes. >> A lot of other places, like the public cloud. That's where all the action >> exactly comes back down the cloud 2.0 Dev and ops developers and operations all come together with software. Thank you. Breaking it down here for three days. Wall to wall coverage here in Moscow north to set celebrating our 10th year covering VM World. Thanks for watching stay with us from or action after this short break.

>> fly from San Francisco. It's the Cube covering Google Cloud next nineteen Tio by Google Cloud and its ecosystem partners. >> Run. Welcome to the Cube here, live in San Francisco on Mosconi South were on the floor at Google. Next twenty nineteen. Hashtag Google Next nineteen. I'm John for my co host this week for three days and wall to wall coverage of Google's cloud conference is with Dave. Alonso Has too many men. Guys day one of three days of wall to wall coverage. We got Thomas Curry in the new CEO on the job for ten weeks. Took the realm from Diane Green. Thirty five thousand attendees. It's packed. It's definitely a developer crowd. It feels a lot like a WS, not a corporate show like Microsoft or IBM or others or Oracle. It's really more about developers. We just heard the Kino. Google's making some moves. The new CEO is gonna put on a show. He saw two customers you see in the positioning. Soon DARPA Kai, the CEO of Google, came out really kind of. Ah, interesting keynote Feels like Thomas's that's gonna shake that Oracle off, but he's guns blaring. Some new announcements. Guys, let's do a round upon the keynote. >> Yeah. So, John, as you said, a great energy here that this place is bustling sitting here where we are, we could see everybody is going through the Expo Hall. As you said. Is Google serious about this? This whole cloud activity? Absolutely. There's no better way than to have your CEO up. There we go, The Amazon show. You don't see Jeff Bezos there into the Microsoft shows? You know, you don't usually see you know their CEO. There you have the Cloud Group does the cloud thing, but absolutely. Cloud is a critical piece of what Google is doing. And it's interesting because I actually didn't feel as geeky and his developer focused as I would expect to see at a Google show. Maybe they've heard that feedback for years that, you know, Google makes great stuff, but they're too smart in there, too geeky When you go to the Amazon show, they're announcing all of the different, you know, puting storage pieces and everybody's hooting and hollering. Here it was a little bit more business. It was high level. They had all these partners out on stage and customers out on stage. Many of them, you know, you talk about retail and health care and all these other ones where you say, Okay, Amazons, a major competitor there. So, you know, can Google stake their claim as to how they're going to move up from the number three position and gain more market share? You know, as they fit into the multi cloud, which we know we're going to spend a lot of time on, wears their position in this cloud space today. >> What your thoughts. >> Well, first of all, there's a big show. I mean, it's we're here at IBM thick in February. This feels like a much, much larger event, Number one Stew said. It's really much more developer heavy, I think. John, there's no question people don't question Googles Global Cloud Presence. Soon Dar talked about two hundred countries, ninety cloud regions fifty eight plus two new data centers. So no question there. But there are questions as to whether or not Google could move beyond search and maps and Gmail and really be a big cloud player for Enterprise Cloud that really is to the elephant in the room. Can Google innovate and attractive CEOs? They showed a number of customers, not nearly, of course, as many as what Amazon or even Microsoft would show. They're talking about ecosystem. To me, that ecosystem slide. It's got a cord truthful this year to really show some progress. But you've got new leadership as we talked about last year, John and love to get your thoughts on this. Google's playing the long game. They've got the best tech and you know they've got great data. Great. Aye, aye. I want to take >> into the new rebranding of the Google Cloud platform, which is now called Antos, which is a Greek word for flour. We kind of had visibility into This would kind of start coming. But before we get into that, I want to just kind of point out something that we've reported on looking angle, some that we've been saying on Twitter on DH about Diane Greene. It's been reported that she was fired from Google for missing on red hat. All these rumors, but interesting Thomas Koreans first words, a CEO on stage. It was a direct shout out to Diane Greene. I think this validates our reporting and our analysis that Diane Green absolutely helped hire curry and work with the boy workers Sundar And essentially, because she was the architect of rebuilding Google Clouds Enterprise chops the team there that she recruited we've been following and covering. Diane Green built that foundation. She passed the torch. Thomas Curry. This was not a Diane Green firing, so I think I think Thomas Carrion nice gesture on Diane Green kind of sets the table and validates and preserves her legacy as the rebuilder re architect of Google Cloud. >> Pretty interesting. Yeah. I mean, you know, I think this where there's some smoke, there's fire that don't think Diana Corning court fired. I think you know that she was under a lot of pressure. She was here for seven years. I think they probably felt like Okay, now it's time to really bring somebody in. Who wants to take this to the next level? And I'll die unnecessarily had the stomach for that >> John Really great points there. But it does talk about you know what is the culture of Google? You know, the elephant The room is what is Google? Google makes you know most of their money on advertising. That's not what Google Cloud is. It doesn't fit into the additional model. You know, Google's culture is not geared for the enterprise. As you know that the critique on Google for years has been We make really great stuff and you need to be Google E. And you need to do things the way we do Thomas Koreans out there. We need to meet customers where they are today. That's very much what we hear in the Enterprise. That that's what you hear. You know when you talk about Amazon or Microsoft, they're listening to their customers. They're meeting them at their business applications there, helping them build new environment. So, you know, will Google be a little less googly on DH? Therefore, you know, meet customers and help work them, and that leads to the multi clouding the anthros discussed. >> We heard a lot about that today. I mean, John, you've pointed out many, many times that Cooper Netease is the linchpin to Google strategy. It's really you know, that was the kind of like a Hail Mary relative Tae Ws and that's what we heard today. Multi cloud, multi cloud, multi cloud, where is with a W s. And certainly to a lesser extent, Oracle. It's Unit Cloud Multi Cloud is more expensive is what they tell us. Multi cloud is less secure. A multi cloud is more complex. Google's messaging is exactly the opposite of >> that. So, Dave, just to poke it that a little bit, is great to see Sanjay *** Inn up on stage with VM wear. But where we last cvm were to cloud show. It's an Amazon. They've got a deep partnership here. Cooper Netease is not a differentiator for Google. Everybody's doing it. Even Amazon is being, you know, forced to be involved in it. Cisco was up on stage. This guy's got a deep partnership with Amazon and a ks. So you know, Cooper Netease is not a magic layers. Good job, Ada said on the Cube. Q. Khan. It is something that you know Google, that management layer and how I live in a multi cloud environment. Yes, Google might be further along with multi cloud messaging, then say Amazon is, But you know, Amazons, the leader in this space and everybody that has multiple clouds, Amazons, one of them, even the keynote >> This morning aboard Air Force right eight, I was forced into Cooper days you're not CNW s run demos that show, you know, a target of the Google clouded the Microsoft. You saw that today from Google >> while we see how the Amazon demos with our oracle. But that's the result. Let's let's hold off on the partisan saying, Let's go through the Kino So the Diane Green comment also AOL came out. Who runs VP of Engineer. He's the architect. One. This Antos product. Last year, they announced on G. C. P s basically a hybrid solution G a general availability of Antos, which has security built in out of the box. Multi cloud security integrated for continues integration, confused development, CCD pipeline ing very key news and that was really interesting. This is such a their new platform that they've rebranded called Antos. This is a way for them to essentially start posturing from just hybrid to multi cloud. This is the shift of of Google. They want to be the on premise cloud solution and on any cloud, your thoughts. >> You know, the demo said it all. The ability to take V m movement two containers and move them anywhere right once and move anywhere and that, I think, is is the key differentiator right now. Relative to certainly eight of us. Lesser extent Microsoft, IBM right there with red hat. That's to me The interesting angle >> Here. Look, Google has a strong history with Ken Containers. If you if you scroll back to the early days of doctor twenty fourteen, twenty, fifty, Google's out there as to how many you know, it just so many containers that they're building up and tearing down. However you go to the Microsoft. So you go to the Amazon show. We're starting to talk a lot more about server list. We're gonna have the product lead for surveillance on today. I'm excited to dig into that because on a little bit concerned that Google is so deep in the containers and how you Burnett eases, they're looking for, like a native to connect the pieces, but that they are a little bit behind in some of the next generation architectures built on journalists for death. >> I want to make a point here if you're not the leader in cloud which, you know in Enterprise Cloud, which Google is not, you know, IBM is not or, you know, Oracle is not okay, fine, but if you don't have a cloud like Cisco or Dell or VM, where you have to go after multi cloud. Amazon's not in a rush to go after multi cloud. There's no reason down the road. Amazon can't go after that opportunity. To the extent that it's a real tam, it's There's a long way to go. Talk about early innings were like having started the game of Outpost >> hasn't even been spect out. Yes, sir, there has not been relieved. So we're seeing what Amazon's got knowing they are the clouds. So they're the incumbent. Interesting enough on Jennifer Lin. You mention the demo. Jennifer Lin Cube alumni. We gonna interview her later. She introduced on those migrate Kind of reminds me of some of the best shows we have the migration tools and that migrates work clothes from PM wears into containers running in containers. As you mentioned. A. This is an end and no modified co changes. That's a big deal, >> John. Exactly on Twitter, people are going. Is this the next emotion? You know, those of us who've been in the industry while remember how powerful that was able to seamlessly migrate? You know, the EMS and containers at, You know, I shouldn't have to think about Colin building it where it lives. That was the promise of has for all those years and absolutely things like uber Netease what Google's doing, chipping away at that. They're partnering with Cisco, there partner with pivotal parting with lots of companies so that that portability of code isa lot of >> Master Jack is a cloud of emotion. I mean, we know what the motion did in the Enterprise. >> To me, that's the star. The keynote is actually the rebranding associate positioning thing. But the star of the show is the Jennifer Lin demo, because if anthems migrate actually works, that's going to tell. Sign to me on how fast Google can take territory now. What's interesting also with the announcements, was, I want to get you guys thoughts on this because we cover ecosystems, we cover how Cloud and Enterprise have been pardoning over the years. Enterprise is not that easy. Google has found out the hard way Microsoft is done really well. They've installed base. Google had stand this up from the beginning again. Diane Greene did a great job, but now it's hard. It's a hard nut to crack. So you see Cisco on stage. Cisco has huge enterprise. Cloud the em Where comes on stage? David Gettler Gettler, the VP of engineering of Cisco, one of their top executives on stage. And he has Sanjay *** and keep alumni came on. Sanjay had more time. Francisco. So you have two companies who kind of compete? NSX. We have suffered a fine Cisco both on stage. Cisco, absolutely integrating into We covered on silicon angle dot com just posted it live where Cisco is actually laying down their container platform and integrating directly into Google's container platform to offer a program ability End to end. I think that's something that didn't get teased out on the keynotes doing, because this allows for Google to quickly move into the enterprise and offer true program ability of infrastructure. This is the nirvana of infrastructure is code. This is what Dev Ops has been waiting for. Still your thoughts on this because this could be a game changer. Hydro, what's an A C I. This could put pressure on VM, where with the containers running in platform and the Cisco relationship your thoughts. >> So John Cisco has a broad portfolio. When you talk about multi cloud, it's not just the networking components, it's the eyes, absolutely apiece. But that multi cloud management, uh, is a layer that Cisco has, you know, been adding two and working on for a lot of years, and they've got very key partnerships. So making sure, you know, seeing right seeing David vehicular onstage here. Proof, Cisco, lot of enterprise customers him where, Of course, six hundred thousand customers. They're So Google wants to get into these accounts. You look at, you know, Microsoft strength of their enterprise agreements that they have. So how will Google get into some of these big accounts? Get into the procurement, get into the environment? And there's lots of different methods and partnerships We said our credit >> David vehicular undersold the opportunity here. I mean, when it comes to he did at working Inter Cloud. Sisko is in the poll possession position to basically say we got the best network, the highest performance networks, the most secure networks, and we're in a position to connect all these clouds. And to me, that didn't come out today. So when you think about multi cloud, each of these companies is coming at it from a position of strength. Cisco. Very clearly dominant networking VM wear in virtual ization and I think that came through. And Sanjay *** ins, you know, keynote. I think again Gettler undersold it, but it's a great opportunity for Cisco and Google. >> Well, I think Google has a huge opportunity. It Cisco because if they have a go to market joint sales together, that could really catapult Google sails again. If I get really was kind of copy, we're we're Cisco. But Cisco look, a bm was on stage with them. I thought that was going to be a Hail Mary for for Sisko to kind of have bring that back. But then watching Sanjay Putin come on saying, Hey, we're okay, it's going to be a V m World And Pat Kelsey has been on the record saying, Coo Burnett eases the dial tone of the Internet stew. This is an interesting matchup between Cisco and BM, where your thoughts >> Yeah, so so right. There's so many pieces here, a cz to where their play way. No, there's competitive competition and, you know, partnerships. In a lot of these environments, Google actually has a long history of partnering. You know, I can't even think how many years ago, the Google and GM or Partnership and Cisco. If I can't actually, Dave, there's There's something I know you've got a strong viewpoint on. You know, Thomas Kurian left Oracle and it was before he had this job. Every he says, you know, is T. K going to come in here and bring, you know, oracles, you know, sales methodology into Google. You know, What does he bring? What's his skill set on? You know >> what exact community? I think it's the opposite, right? I think that's why you left Oracle because he didn't want every database to run in the Oracle, Cloudy realised is a huge opportunity out there. I think the messaging that I heard today is again it's completely I saw something on Twitter like, Oh, this is just like organ. It's nothing like Oracle. It's the It's the polar opposite opposite of what Oracle is doing. >> I think I think curry and can really define his career. This could be a nice swan song for him. As he takes Google with Diane Greene did builds it out, does the right deals if he can build on ecosystem and bring the tech chops in with a clear go to market. He's not going to hire the salespeople and the SCS fast enough. In my opinion, that's gonna be a really slow boat. Teo promised land. He's got to do some deals. He's gotta put Some Corp Devin Place has gotta make some acquisitions will be very in the sin. DARPA Kai, the CEO, said. We are investing heavily in cloud. If I'm Amazon, I'm worried about Google. I think they are dark horse. They have a lot of they have a clean sheet of paper. Microsoft, although has legacy install base. Google's got, I think, a lot more powder, if you will. Dave, >> what One little sign? I agree without John, I think you're absolutely right. The clean sheet of paper and deep pockets, you know, and the long game in the great tech. Uh, you have a son should be worried about Google. One little side note, it's still you. And I talked about this. Did you hear? Uh uh, Thomas asked Sanjay Putin about Dell, Dell Technologies, and Sunday is an executive. Dell was talking about the whole Del Technologies portfolio. I thought it was a very interesting nuance that we had previously seen from VM wear when they were owned by himself. >> Dave, you know, we see Delon Veum where are almost the same company these days that they're working together? But John, as you said, I actually like that. You know, we didn't have some big announcement today on an acquisition. Thomas Kurian says. He's got a big pocket book. He's going to be inquisitive, and it'LL be interesting to see, do they? By some company that has a big enterprise sales force. It can't just be old legacy sales trying to go into the cloud market. That won't work, but absolutely the lot of opportunities for them to go out. They didn't get get, huh? They didn't get red hat. So who will? Google Page? You >> guys are right on man. Sales Force is still a big question mark, And how can they hire that fast? That's a >> And again, he's only been on the job for ten weeks. I think is going to get his sea legs. I think it's him. He's going to come in. He's gonna ingratiating with culture. It'Ll be a quick decision. I think Google culture will accept or reject Thomas Curry and based upon his first year in operations, he's going to get into the team, and I think the Wall Street Journal kind of comment on that. Will he bring that Oracle? I thought that was kind of not a fair assessment, but I think he's got the engineering chops toe hang with Google. He kind of gets the enterprise mark one hundred percent been there, done that. So I think he's got a good shot. I think you could make the right moves. Of course we're here making the moves on the Cube here live for day, one of three days of wall to wall coverage. I'm sorry, David. Lock These two minute men here in Google, next in Mosconi in San Francisco Live will be back with more coverage after this short break.