Michelle Boockoff-Bajdek, IBM, & John Bobo, NASCAR | IBM Think 2018
>> Voiceover: Live from Las Vegas, it's theCUBE. Covering IBM Think 2018. Brought to you by IBM. >> Welcome back to Las Vegas everybody, you're watching theCUBE, the leader in live tech coverage. My name is Dave Vellante and this is day three of our wall-to-wall coverage of IBM Think 2018, the inaugural event, IBM's consolidated a number of events here, I've been joking there's too many people to count, I think it's between 30 and 40,000 people. Michelle Boockoff-Bajdek is here, she's the president of >> Michelle: Good job. >> Global Marketing, Michelle B-B, for short >> Yes. >> Global Marketing, business solutions at IBM, and John Bobo, who's the managing director of Racing Ops at NASCAR. >> Yes. >> We're going to have, a fun conversation. >> I think it's going to be a fun one. >> Michelle B-B, start us off, why is weather such a hot topic, so important? >> Well, I think as you know we're both about to fly potentially into a snowstorm tonight, I mean weather is a daily habit. 90% of all U.S. adults consume weather on a weekly basis, and at the weather company, which is part of IBM, right, an IBM business, we're helping millions of consumers anticipate, prepare for, and plan, not just in the severe, but also in the every day, do I carry an umbrella, what do I do? We are powering Apple, Facebook, Yahoo, Twitter, So if you're getting your weather from those applications, you're getting it from us. And on average we're reaching about 225 million consumers, but what's really interesting is while we've got this tremendous consumer business and we're helping those millions of consumers, we're also helping businesses out there, right? So, there isn't a business on the planet, and we'll talk a little bit about NASCAR, that isn't impacted by weather. I would argue that it is incredibly essential to business. There's something like a half a trillion dollars in economic impact from weather alone, every single year here in the U.S. And so most businesses don't yet have a weather strategy, so what's really important is that we help them understand how to take weather insights and turn it into a business advantage. >> Well let's talk about that, how does NASCAR take weather insights and turn it into a business advantage, what are you guys doing, John, with, with weather? >> Oh, it's very important to us, we're 38 weekends a year, we're probably one of the longest seasons in professional sports, we produce over 500 hours of live television just in our top-tier series a year, we're a sport, we're a business, we're an entertainment property, and we're entertaining hundreds of thousands of people live at an event, and then millions of people at home who are watching us over the internet or watching us on television through our broadcast partners. Unlike other racing properties, you know, open-wheeled racing, it's a lot of downforce, they can race in the rain. A 3,500 pound stock car cannot race in the rain, it's highly dangerous, so rain alone is going to have to postpone the event, delay the event, and that's a multi-million dollar decision. And so what we're doing with Weather Channel is we're getting real-time information, hyper-localized models designed around our event within four kilometers of every venue, remember, we're in a different venue every week across the country. Last week we're in the Los Angeles market, next week we're going to be in Martinsville, Virginia. It also provides us a level of consistency, as places we go, and knowing we can pick up the phone and get decision support from the weather desk, and they know us, and they care as much about us as we do, and what we need to do, it's been a big help and a big confidence builder. >> So NASCAR fans are some of the most fanatic fans, a fan of course is short for fanatic, they love the sport, they show up, what happens when, give us the before and after, before you kind of used all this weather data, what was it like before, what was the fan impact, and how is that different now? >> Going back when NASCAR first started getting on television, the solution was we would send people out in cars with payphone money, and they would watch for weather all directions, and then they would call it in, say, "the storm's about ten miles out." Then when it went to the bulky cell phones that were about as big as a bread box, we would give them to them and then they would be in the pullover lane and kind of follow the storm in and call Race Control to let us know. It has three big impacts. First is safety, of the fans and safety of our competitors through every event. The second impact is on the competition itself, whether the grip of the tires, the engine temperature, how the wind is going to affect the aerodynamics of the car, and the third is on the industry. We've got a tremendous industry that travels, and what we're going to have to do to move that industry around by a different day, so we couldn't be more grateful for where we're able to make smarter decisions. >> So how do you guys work together, maybe talk about that. >> Well, so, you know, I think, I think one of the things that John alluded to that's so important is that they do have the most accurate, precise data out there, right, so when we talk about accuracy, a single model, or the best model in the world isn't going to produce the best forecast, it's actually a blend of 162 models, and we take the output of that and we're providing a forecast for anywhere that you are, and it's specific to you and it's weighted differently based on where you are. And then we talk about that precision, which gets down to that four kilometer space that John alluded to that is so incredibly important, because one of the things that we know is that weather is in fact hyper-local, right, if you are within two kilometers of a weather-reporting station, your weather report is going to be 15% more accurate. Now think about that for a minute, analytics perspective, right, when you can get 15% more accuracy, >> Dave: Huge. >> You're going to have a much better output, and so that precision point is important, and then there's the scale. John talks about having 38 race weekends and sanctioning 1,200 races, but also we've got millions of consumers that are asking us for weather data on a daily basis, producing 25 billion forecasts for all of those folks, again, 2.2 billion locations around the world at that half a kilometer resolution. And so what this means is that we're able to give John and his Racing Operations Team the best, most accurate forecast on the planet, and not just the raw data, but the insight, so what we've built, in partnership with Flagship, one of our business partners, is the NASCAR Weather Track, and this is a race operations dashboard that is very specific to NASCAR and the elements that are most important to them. What they need to see right there, visible, and then when they have a question they can call right into a meteorologist who is on-hand 24/7 from the Wednesday leading up to a race all the way till that checkered flag goes down, providing them with any insight, right, so we always have that human intelligence, because while the forecast is great you always want somebody making that important decision that is in fact a multi-million dollar one. >> John, can you take us through the anatomy of how you get from data to insight, I mean you got to, it's amazing application here, you got the edge, you got the cloud, you got your operations center, when do you start, how do you get the data, who analyzes the data, how do you get to decision making? >> Yeah, we're data hogs in every aspect of the sport, whether it's our cars, our events, or even our own operations. We get through Flagship Solutions, and they do a fantastic job through a weather dashboard, the different solutions. We start getting reports on Monday for the week ahead. And so we're tracking it, and in fact it adds some drama to the event, especially as we're looking at the forecast for Martinsville this upcoming weekend. We work closely with our broadcast partners, our track partners, you know, we don't own the venues of where we go, we're the sports league, so we're working with broadcast, we're working with our track venues, and then we're also working with everyone in the industry and all our other official sponsors, and people that come to an event to have a great time. Sometimes we're making those decisions in the event itself, while the race is going on, as things may pop up, pop-up storms, things may change, but whether it's their advice on how to create our policy and be smarter about that, whether it's the real-time data that makes us smarter, or just being able to pick up a phone and discuss the various multi-variables that we see occurring in a situation, what we need to do live, to do, and it's important to us. >> So, has it changed the way, sometimes you might have to cancel an event, obviously, so has it changed the way in which you've made that decision and communicate to your, to your customers, your fans? >> Yeah, absolutely, it's made a lot of us smarter, going into a weekend. You know, weather is something everybody has an opinion about, and so we feel grateful that we can get our opinion from the best place in the country. And then what we do with that is we can either move an event up, we can delay an event, and it helps us make those smarter decisions, and we never like to cancel an event cause it's important to the competition, we may postpone it a day, run a race on a Monday or Tuesday, but you know a 10, 11:00 race on a Monday is not the best viewership for our broadcast partners. So, we're doing everything we can to get the race in that day. >> Yeah so it's got to be a pretty radical condition to cancel a race, but then. >> Yes, yeah. >> So what you'll do is you'll predict, you'll pull out the yellow flag, everybody slows down, and you'll be able to anticipate when you're going to have to do that, is that right, versus having people, you know. >> Right. >> Calling on the block phones? >> Or if we say, let's start the race two hours early, and that's good for the track, it's good for our broadcast partners, and we can get the race in before the bad weather occurs, we're going to do that. >> Okay, and then, so, where are you taking this thing, Michelle, I mean, what is John asking you for, how are you responding, maybe talk about the partnership a little bit. >> Well, you know, yes, so I, you know the good news is that we're a year into this partnership and I think it's been fantastic, and our goal is to continue to provide the best weather insights, and I think what we will be looking at are things like scenario plannings, so as we start to look longer-range, what are some of the things that we can do to better anticipate not just the here and now, but how do we plan for scenarios? We've been looking at severe weather playbooks too, so what is our plan for severe weather that we can share across the organization? And then, you know, I think too, it's understanding potentially how can we create a better fan experience, and how can we get some of this weather insight out to the fans themselves so that they can see what's going to happen with the weather and better prepare. It's, you know, NASCAR is such a tremendous partner for us because they're showcasing the power of these weather insights, but there isn't a business on the planet that isn't impacted, I mean, you know we're working with 140 airlines, we're working with utility companies that need to know how much power is going to be consumed on the grid tomorrow, they don't care as much about a temperature, they want to know how much power is going to be consumed, so when you think about the decisions that these companies have to make, yes the forecast is great and it's important, but it really is what are the insights that I can derive from all of that data that are going to make a big difference? >> Investors. >> Oh, absolutely. >> Airlines. >> Airlines, utility companies, retailers. >> Logistics. >> Logistics, you know, if you think about insurance companies, right, there's a billion dollars in damage every single year from hail. Property damage, and so when you think about these organizations where every single, we just did this great weather study, and I have to get you a copy of it, but the Institute of Business Value at IBM did a weather study and we surveyed a thousand C-level executives, every single one of them said that weather had an impact on at least one revenue metric, every single, 100%. And 93% of them said that if they had better weather insights it would have a positive impact on their business. So we know that weather's important, and what we've got to do is really figure out how we can help companies better harness it, but nobody's doing it better than these guys. >> I want to share a stat that we talked about off-camera. >> Sure. >> 'Cause we all travel, I was telling a story, my daughter got her flight canceled, very frustrating, but I like it because at least you now know you can plan at home, but you had a stat that it's actually improved the situation, can you share that? >> Right, yeah, so nobody likes to have their flights canceled, right, and we know that 70% of all airline delays are due to weather, but one of the things we talked about is, you know, is our flight going to go out? Well airlines are now operating with a greater degree of confidence, and so what they're doing is they trust the forecast more. So they're able to cancel flights sooner, and by doing so, and I know nobody really likes to have their flight canceled, but by doing so, when we know sooner, we're now able to return those airlines to normal operations even faster, and reduce cancellations in total by about 11%. That's huge. And so I think that when you look at the business impact that these weather insights can have across all of these industries, it's just tremendous. >> So if you're a business traveler, you're going to be better off in the long run. >> That's right, I promise. >> So John I have to ask you about the data science, when IBM bought the weather company a big part of the announcement was the number of data scientists that you guys brought to the table. There's an IOT aspect as well, which is very important. But from a data science standpoint, how much do you lean on IBM for the data science, do you bring your own data scientists to the table, how to they collaborate? >> No no, we lean totally on them, this is their expertise. Nobody's going to be better at it in the world than they are, but, you know, we know that at certain times past data may be more predictive, we know that at different times different data sets show different things and they show so much, we want to have cars race, we want to concentrate on officiating a race, putting on the bet entertainment we can for sports fans, it's a joy to look at their data and pick up the phone and not have to figure this out for myself. >> Yeah, great. Well John, Michelle, thanks so much for coming. >> Thank you. >> I'll give you the last word, Michelle, IBM Think, the weather, make a prediction, whatever you like. >> Well, I just have to say, for all of you who are heading home tonight, I'm keeping my fingers crossed for you, so good luck there. And if you haven't, this is the one thing I have to say, if you haven't had the opportunity to go to a NASCAR race, please do so, it is one of the most exciting experiences around. >> Oh, and I want to mention, I just downloaded this new app. Storm Radar. >> Oh yes, please do. >> Storm radar. So far, I mean I've only checked it out a little bit, but it looks great. Very high ratings, 13,600 people have rated it, it's a five rating, five stars, you should check it out. >> Michelle: I love that. >> Storm Radar. >> John: It is good isn't it. >> And just, just check it out on your app store. >> So, thanks you guys, >> Michelle: Love that. Thank you so much. >> Really appreciate it. And thank you for watching, we'll be right back right after this short break, you're watching theCUBE live from Think 2018. (light jingle)
SUMMARY :
Brought to you by IBM. the inaugural event, and John Bobo, who's the managing director We're going to have, and at the weather company, which is part of IBM, and get decision support from the weather desk, and the third is on the industry. and it's specific to you and it's weighted differently and the elements that are most important to them. and people that come to an event to have a great time. and we never like to cancel an event Yeah so it's got to be a pretty radical condition to cancel versus having people, you know. and we can get the race in before the bad weather occurs, Okay, and then, so, where are you taking this thing, and our goal is to continue to and I have to get you a copy of it, And so I think that when you look at the business impact better off in the long run. So John I have to ask you about the data science, and they show so much, we want to have cars race, for coming. the weather, make a prediction, whatever you like. Well, I just have to say, for all of you who are Oh, and I want to mention, I just downloaded this new app. you should check it out. Thank you so much. And thank you for watching, we'll be right back
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Bhaskar Gorti, Platform9 | Cloud Native at Scale
>>Hey, welcome back everyone to Super Cloud 22. I'm John Fur, host of the Cuba here all day talking about the future of cloud. Where's all going? Making it super multi-Cloud is around the corner and public cloud is winning at the private cloud on premise and edge. Got a great guest here, Vascar go, D CEO of Platform nine. Just on the panel on Kubernetes. An enabler blocker. Welcome back. Great to have you on. >>Good to see you again. >>So Kubernetes is a blocker enabler by, with a question mark. I put on on that panel was really to discuss the role of Kubernetes. Now great conversation operations is impacted. What's thing about what you guys are doing a platform nine Is your role there as CEO and the company's position, kind of like the world spun into the direction of Platform nine while you're at the helm, >>Right? Absolutely. In fact, things are moving very well and since they came to us it was an insight to call ourselves the platform company eight years ago, right? So absolutely whether you are doing it in public clouds or private clouds, you know the application world is moving very fast in trying to become digital and cloud native. There are many options for you to run the infrastructure. The biggest blocking factor now is having a unified platform. And that's what where we come into >>Patrick, we were talking before we came on stage here about your background and we were kind of talking about the glory days in 2000, 2001 when the first ASPs application service providers came out. Kind of a SaaS vibe, but that was kind of all kind of cloud-like >>It wasn't, >>And and web services started then too. So you saw that whole growth. Now fast forward 20 years later, 22 years later, where we are now, when you look back then to here and all the different cycles, >>In fact, you know, as we were talking offline, I was in one of those asbs in the year 2000 where it was a novel concept of saying we are providing a software and a capability as a service, right? You sign up and start using it. I think a lot has changed since then. The tooling, the tools, the technology has really skyrocketed. The app development environment has really taken off exceptionally well. There are many, many choices of infrastructure now, right? So I think things are in a way the same but also extremely different. But more importantly now for any company, regardless of size, to be a digital native, to become a digital company is extremely mission critical. It's no longer a nice to have everybody's in the journey somewhere. >>Everyone is going digital transformation here. Even on a so-called downturn recession that's upcoming inflation's here. It's interesting. This is the first downturn in the history of the world where the hyperscale clouds have, have been pumping on all cylinders as an economic input. And if you look at the tech trends, GDPs down, but not tech. Nope. Because pandemic showed everyone digital transformation is here and more spend and more growth is coming even in, in tech. So this is a unique factor which proves that that digital transformation's happening and company, every company will need a super cloud >>E Everyone, every company, regardless of size, regardless of location, has to become modernize their infrastructure. And modernizing infrastructure is not just some, you know, new servers and new application tools. It's your approach, how you're serving your customers, how you're bringing agility in your organization. I think that is becoming a necessity for every enterprise to >>Survive. I wanna get your thoughts on Super Cloud because one of the things Dave, Alan and I want to do with Super Cloud and calling at that was we, I I personally, and I know Dave as well, he can, I'll speak from, he can speak for himself. We didn't like multi-cloud. I mean not because Amazon said don't call things multi-cloud, it just didn't feel right. I mean everyone has multiple clouds by default. If you're running productivity software, you have Azure and Office 365. But it wasn't truly distributed. It wasn't truly decentralized, it wasn't truly cloud enabled. It didn't, it felt like the not ready for a market yet. Yet public clouds booming on premise. Private cloud and Edge is much more on, you know, more, more dynamic, more real. >>I, yeah, I think the reason why we think super cloud is a better term than multi-cloud. Multi-cloud are more than one cloud, but they're disconnected. Okay, you have a productivity cloud, you have a Salesforce cloud, you may have, everyone has an internal cloud, right? But they're not connected. So you can say okay, it's more than one cloud. So it's you know, multi-cloud. But Supercloud is where you are actually trying to look at this holistically. Whether it is on-prem, whether it is public, whether it's at the edge, it's a store at the branch, you are looking at this as one unit. And that's where we see the, the term super cloud is more applicable because what are the qualities that you require if you're in a super cloud, right? You need choice of infrastructure, you need, but at the same time you need a single pane, a single platform for you to build your innovations on regardless of which cloud you're doing it on, right? So I think Super Cloud is actually a more tightly integrated orchestrated management philosophy we think. >>So let's get into some of the super cloud type trends that we've been reporting on. Again, the purpose of this event is to, as a pilots, to get the conversations flowing with with the influencers like yourselves who are running companies and building products and the builders, Amazon and Azure are doing extremely well. Google's coming up in third cloudworks in public cloud. We see the use cases on-premises use cases. Kubernetes has been an interesting phenomenon because it's become from the developer side a little bit, but a lot of ops people love Kubernetes. It's really more of an ops thing. You mentioned OpenStack earlier. Kubernetes kind of came out of that open stack. We need an orchestration and then containers had a good shot with, with Docker, they re pivoted the company. Now they're all in an open source. So you got containers booming and Kubernetes as a new layer there. What's, what's the take on that? What does that really mean? Is that a new defacto enabler? It >>Is here. It's for here for sure. Every enterprise somewhere in the journey is going on and you know, most companies are, 70 plus percent of them have 1, 2, 3 container based, Kubernetes based applications now being rolled out. So it's very much here, it is in production at scale by many customers and it, the beauty of it is yes, open source, but the biggest gating factor is the skillset. And that's where we have a phenomenal engineering team, right? So it's, it's one thing to buy a tool and >>Just be clear, you're a managed service for Kubernetes. >>We provide, provide a software platform for cloud acceleration as a service and it can run anywhere. It can run in public private. We have customers who do it in truly multi-cloud environments. It runs on the edge, it runs at this in stores. There are thousands of stores in a retailer. So we provide that and also for specific segments where data sovereignty and data residency are key regulatory reasons. We also on-prem as an air gap version. >>Can you give an example on how you guys are deploying your platform to enable a super cloud experience for your customer? >>Right. So I'll give you two different examples. One is a very large networking company, public networking company. They have hundreds of products, hundreds of r and d teams that are building different different products. And if you look at few years back, each one was doing it on a different platforms but they really needed to bring the agility and they worked with us now over three years where we are their build test dev pro platform where all their products are built on, right? And it has dramatically increased their agility to release new products. Number two, it actually is a light out operation. In fact the customer says like, like the Maytag service person cuz we provide it as a service and it barely takes one or two people to maintain it for them. So >>It's kinda like an SRE vibe. One person managing a >>Large 4,000 engineers building infrastructure >>On their tools, whatever >>They want on their tools. They're using whatever app development tools they use, but they use our platform. >>And what benefits are they seeing? Are they seeing speed? >>Speed, definitely. Okay. Definitely their speeding speed uniformity because now they're building able to build, so their customers who are using product A and product B are seeing a similar set of tools that are being used. >>So a big problem that's coming outta this super cloud event that we're, we're seeing and we heard it all here, ops and security teams. Cause they're kind of two part of one thing, but ops and great specifically need to catch up. Speedwise, are you delivering that value to ops and security? >>Right? So we, we work with ops and security teams and infrastructure teams and we layer on top of that. We have like a platform team. If you think about it, depending on where you have data centers, where you have infrastructure, you have multiple teams, okay, but you need a unified platform. Who's your buyer? Our buyer is usually, you know, the product divisions of companies that are looking at or the CTO would be a buyer for us functionally cio definitely. So it it's, it's somewhere in the DevOps to infrastructure. But the ideal one we are beginning to see now many large corporations are really looking at it as a platform and saying we have a platform group on which any app can be developed and it is run on any infrastructure. So the platform engineering teams, >>So you were just two sides to that coin. You've got the dev side and then >>And the infrastructure >>Side. Okay, >>Another customer, I give you an example which I would say is kind of the edge of the store. So they have thousands of stores. Retail, retail, you know food retailer, right? They have thousands of stores are on the globe, 50,000, 60,000. And they really want to enhance the customer experience that happens when you either order the product or go into the store and pick up your product or buy or browse or sit there. They have applications that were written in the nineties and then they have very modern AIML applications today. They want something that will not have to send an IT person to install rack in the store or they can't move everything to the cloud because the store operations have to be local. The menu changes based on it's classic edge. >>It's >>Classic edge, yeah. Right? They can't send it people to go install rack of servers then they can't sell software people to go install the software and any change you wanna put through that, you know, truck roll. So they've been working with us where all they do is they ship, depending on the size of the store, one or two or three little servers with instructions that >>You say little service, like how big one like a box, like a small little >>Box, right? And all the person in the store has to do like what you and I do at home and we get a, you know, a router is connect the power, connect the internet and turn the switch on. And from there we pick it up. Yeah, we provide the operating system, everything and then the applications are put on it. And so that dramatically brings the velocity for them. They manage thousands >>Of them. True plugin >>Play two plugin play thousands of stores. They manage it centrally. We do it for them, right? So, so that's another example where on the edge then we have some customers who have both a large private presence and one of the public clouds. Okay. But they want to have the same platform layer of orchestration and management that they can use regardless of the >>Location. So you guys got some success. Congratulations. Got some traction there. It's awesome. The question I want to ask you is that's come up is what is truly cloud native? Cuz there's lift and shift of the cloud >>That's not cloud >>Native. Then there's cloud native. Cloud native seems to be the driver for the super cloud. How do you talk to customers? How do you explain when someone says what's cloud native, what isn't cloud native? >>Right. Look, I think first of all, the best place to look at what is the definition and what are the attributes and characteristics of what is truly a cloud native, is CNC foundation. And I think it's very well documented where >>Youcar, of course Detroit's >>Coming in, so, so it's already there, right? So we follow that very closely, right? I think just lifting and shifting your 20 year old application onto a data center somewhere is not cloud native. Okay? You can't put to cloud, not you have to rewrite and redevelop your application and business logic using modern tools. Hopefully more open source and, and I think that's what Cloudnative is and we are seeing lot of our customers in that journey. Now everybody wants to be cloud native, but it's not that easy, okay? Because it's, I think it's first of all, skill set is very important. Uniformity of tools that there's so many tools there. Thousands and thousands of tools you could spend your time figuring out which tool to you use. Okay? So, so I think the complexities there, but the business benefits of agility and uniformity and customer experience are truly being done. >>And I'll give you an example, I don't know how clear native they are, right? And they're not a customer of ours, but you order pizzas, you do, right? If you just watch the pizza industry, how Domino's actually increase their share and mind share and wallet share was not because they were making better pizzas or not, I don't know anything about that, but the whole experience of how you order, how you watch what's happening, how it's delivered, they were the pioneer in it. To me, those are the kinds of customer experiences that cloud native can provide. >>Being agility and having that flow through the application changes what the expectations >>Are >>For the customer. >>Customer, the customer's expectations change, right? Once you get used to a better customer experience, you will not, >>Thats got to wrap it up. I wanna just get your perspective again. One of the benefits of chatting with you here and having you part of the Super Cloud 22 is you've seen many cycles, you have in a lot of insights. I want to ask you, given your career where you've been and what you've done and now the CEO of Platform nine, how would you compare what's happening now with other inflection points in the industry? And you've been, again, you've been an entrepreneur, you sold your company to Oracle, you've been seeing the, the big companies, you've seen the different waves. What's going on right now put into context this moment in time around Super Cloud. >>Sure. I think as you said, a lot of battles. Cars being, being at an asb, being in a realtime software company, being in large enterprise software houses and a transformation. I've been on the app side, I did the infrastructure right and then tried to build our own platforms. I've gone through all of this myself with lot of lessons learned in there. I think this is an event which is happening now for companies to go through to become cloud native and digitalize. If I were to look back and look at some parallels of the tsunami that's going on is, couple of parallels come to me. One is, think of it, which was forced to on us, like y2k, everybody around the world had to have a plan, a strategy, and an execution for y2k. I would say the next big thing was e-commerce. I think e-commerce has been pervasive right across all industries. >>And disruptive. And >>Disruptive, extremely disruptive. If you did not adapt and adapt and accelerate your e-commerce initiative, you were, it was an existence question. Yeah. I think we are at that pivotal moment now in companies trying to become digital and cloud native. You know, that is what I see >>Happening there. I think that that e-commerce is interesting and I think just to riff with you on that is that it's disrupting and refactoring the business models. I think that is something that's coming out of this is that it's not just completely changing the game, it's just changing how you operate, >>How you think, and how you operate. See, if you think about the early days of eCommerce, just putting up a shopping cart then made you an e-commerce or e retailer or e e customer, right? Or so. I think it's the same thing now is I think this is a fundamental shift on how you're thinking about your business. How are you gonna operate? How are you gonna service your customers? I think it requires that just lift and shift is not gonna work. >>Nascar, thank you for coming on. Spend the time to come in and share with our community and being part of Super Cloud 22. We really appreciate, We're gonna keep this open. We're gonna keep this conversation going even after the event, to open up and look at the structural changes happening now and continue to look at it in the open in the community. And we're gonna keep this going for, for a long, long time as we get answers to the problems that customers are looking for with cloud cloud computing. I'm Sean Feer with Super Cloud 22 in the Cube. Thanks for >>Watching. Thank you. Thank you, John. >>Hello. Welcome back. This is the end of our program, our special presentation with Platform nine on cloud native at scale, enabling the super cloud. We're continuing the theme here. You heard the interviews Super cloud and its challenges, new opportunities around the solutions around like Platform nine and others with Arlon. This is really about the edge situations on the internet and managing the edge multiple regions, avoiding vendor lock in. This is what this new super cloud is all about. The business consequences we heard and and the wide ranging conversations around what it means for open source and the complexity problem all being solved. I hope you enjoyed this program. There's a lot of moving pieces and things to configure with cloud native install, all making it easier for you here with Super Cloud and of course Platform nine contributing to that. Thank you for watching.
SUMMARY :
Great to have you on. What's thing about what you guys are doing a platform nine Is your role there as CEO and So absolutely whether you are doing it in public clouds or private Patrick, we were talking before we came on stage here about your background and we were kind of talking about the glory days So you saw that whole growth. In fact, you know, as we were talking offline, I was in one of those asbs And if you look at the tech trends, GDPs down, but not tech. not just some, you know, new servers and new application tools. you know, more, more dynamic, more real. the branch, you are looking at this as one unit. So you got containers you know, most companies are, 70 plus percent of them have 1, 2, 3 container It runs on the And if you look at few years back, each one was doing It's kinda like an SRE vibe. They want on their tools. to build, so their customers who are using product A and product B are seeing a similar set Speedwise, are you delivering that value to ops and security? So it it's, it's somewhere in the DevOps to infrastructure. So you were just two sides to that coin. that happens when you either order the product or go into the store and pick up your product or buy then they can't sell software people to go install the software and any change you wanna put through And all the person in the store has to do of the public clouds. So you guys got some success. How do you talk to customers? is the definition and what are the attributes and characteristics of what is truly a cloud native, Thousands and thousands of tools you could spend your time figuring out which I don't know anything about that, but the whole experience of how you order, One of the benefits of chatting with you here been on the app side, I did the infrastructure right and then tried to build our And disruptive. If you did not adapt and adapt and accelerate I think that that e-commerce is interesting and I think just to riff with you on that is that it's disrupting How are you gonna service your customers? Spend the time to come in and share with our community and being part of Super Thank you, John. I hope you enjoyed this program.
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Platform9, Cloud Native at Scale
>>Everyone, welcome to the cube here in Palo Alto, California for a special presentation on Cloud native at scale, enabling super cloud modern applications with Platform nine. I'm John Furry, your host of The Cube. We've got a great lineup of three interviews we're streaming today. Mattor Makki, who's the co-founder and VP of Product of Platform nine. She's gonna go into detail around Arlon, the open source products, and also the value of what this means for infrastructure as code and for cloud native at scale. Bickley the chief architect of Platform nine Cube alumni. Going back to the OpenStack days. He's gonna go into why Arlon, why this infrastructure as code implication, what it means for customers and the implications in the open source community and where that value is. Really great wide ranging conversation there. And of course, Vascar, Gort, the CEO of Platform nine, is gonna talk with me about his views on Super Cloud and why Platform nine has a scalable solutions to bring cloud native at scale. So enjoy the program, see you soon. Hello and welcome to the cube here in Palo Alto, California for a special program on cloud native at scale, enabling next generation cloud or super cloud for modern application cloud native developers. I'm John Forry, host of the Cube. Pleasure to have here me Makowski, co-founder and VP of product at Platform nine. Thanks for coming in today for this Cloudnative at scale conversation. >>Thank you for having >>Me. So Cloudnative at scale, something that we're talking about because we're seeing the, the next level of mainstream success of containers Kubernetes and cloud native develop, basically DevOps in the C I C D pipeline. It's changing the landscape of infrastructure as code, it's accelerating the value proposition and the super cloud as we call it, has been getting a lot of traction because this next generation cloud is looking a lot different, but kind of the same as the first generation. What's your view on Super cloud as it fits to cloud native as scales up? >>Yeah, you know, I think what's interesting, and I think the reason why Super Cloud is a really good and a really fit term for this, and I think, I know my CEO was chatting with you as well, and he was mentioning this as well, but I think there needs to be a different term than just multi-cloud or cloud. And the reason is because as cloud native and cloud deployments have scaled, I think we've reached a point now where instead of having the traditional data center style model, where you have a few large distributors of infrastructure and workload at a few locations, I think the model is kind of flipped around, right? Where you have a large number of micro sites. These micro sites could be your public cloud deployment, your private on-prem infrastructure deployments, or it could be your edge environment, right? And every single enterprise, every single industry is moving in that direction. And so you gotta rougher that with a terminology that, that, that indicates the scale and complexity of it. And so I think super cloud is a, is an appropriate term for >>That. So you brought a couple things I want to dig into. You mentioned Edge Notes. We're seeing not only edge nodes being the next kind of area of innovation, mainly because it's just popping up everywhere. And that's just the beginning. Wouldn't even know what's around the corner. You got buildings, you got iot, o ot, and it kind of coming together, but you also got this idea of regions, global infrastructures, big part of it. I just saw some news around cloud flare shutting down a site here, there's policies being made at scale. These new challenges there. Can you share because you can have edge. So hybrid cloud is a winning formula. Everybody knows that it's a steady state. Yeah. But across multiple clouds brings in this new un engineered area, yet it hasn't been done yet. Spanning clouds. People say they're doing it, but you start to see the toe in the water, it's happening, it's gonna happen. It's only gonna get accelerated with the edge and beyond globally. So I have to ask you, what is the technical challenges in doing this? Because it's something business consequences as well, but there are technical challenge. Can you share your view on what the technical challenges are for the super cloud across multiple edges and >>Regions? Yeah, absolutely. So I think, you know, in in the context of this, the, this, this term of super cloud, I think it's sometimes easier to visualize things in terms of two access, right? I think on one end you can think of the scale in terms of just pure number of nodes that you have, deploy number of clusters in the Kubernetes space. And then on the other access you would have your distribution factor, right? Which is, do you have these tens of thousands of nodes in one site or do you have them distributed across tens of thousands of sites with one node at each site? Right? And if you have just one flavor of this, there is enough complexity, but potentially manageable. But when you are expanding on both these access, you really get to a point where that skill really needs some well thought out, well-structured solutions to address it, right? A combination of homegrown tooling along with your, you know, favorite distribution of Kubernetes is not a strategy that can help you in this environment. It may help you when you have one of this or when you, when you scale, is not at the level. >>Can you scope the complexity? Because I mean, I hear a lot of moving parts going on there, the technology's also getting better. We we're seeing cloud native become successful. There's a lot to configure, there's a lot to install. Can you scope the scale of the problem? Because we're talking about at scale Yep. Challenges here. >>Yeah, absolutely. And I think, you know, I I like to call it, you know, the, the, the problem that the scale creates, you know, there's various problems, but I think one, one problem, one way to think about it is, is, you know, it works on my cluster problem, right? So, you know, I come from engineering background and there's a, you know, there's a famous saying between engineers and QA and the support folks, right? Which is, it works on my laptop, which is I tested this change, everything was fantastic, it worked flawlessly on my machine, on production, It's not working. The exact same problem now happens and these distributed environments, but at massive scale, right? Which is that, you know, developers test their applications, et cetera within the sanctity of their sandbox environments. But once you expose that change in the wild world of your production deployment, right? >>And the production deployment could be going at the radio cell tower at the edge location where a cluster is running there, or it could be sending, you know, these applications and having them run at my customer's site where they might not have configured that cluster exactly the same way as I configured it, or they configured the cluster, right? But maybe they didn't deploy the security policies or they didn't deploy the other infrastructure plugins that my app relies on all of these various factors at their own layer of complexity. And there really isn't a simple way to solve that today. And that is just, you know, one example of an issue that happens. I think another, you know, whole new ball game of issues come in the context of security, right? Because when you are deploying applications at scale in a distributed manner, you gotta make sure someone's job is on the line to ensure that the right security policies are enforced regardless of that scale factor. So I think that's another example of problems that occur. >>Okay. So I have to ask about scale because there are a lot of multiple steps involved when you see the success cloud native, you know, you see some, you know, some experimentation. They set up a cluster, say it's containers and Kubernetes, and then you say, Okay, we got this, we can configure it. And then they do it again and again, they call it day two. Some people call it day one, day two operation, whatever you call it. Once you get past the first initial thing, then you gotta scale it. Then you're seeing security breaches, you're seeing configuration errors. This seems to be where the hotpot is. And when companies transition from, I got this to, Oh no, it's harder than I thought at scale. Can you share your reaction to that and how you see this playing out? >>Yeah, so, you know, I think it's interesting. There's multiple problems that occur when, you know, the, the two factors of scale is we talked about start expanding. I think one of them is what I like to call the, you know, it, it works fine on my cluster problem, which is back in, when I was a developer, we used to call this, it works on my laptop problem, which is, you know, you have your perfectly written code that is operating just fine on your machine, your sandbox environment. But the moment it runs production, it comes back with p zeros and POS from support teams, et cetera. And those issues can be really difficult to try us, right? And so in the Kubernetes environment, this problem kind of multi folds, it goes, you know, escalates to a higher degree because yeah, you have your sandbox developer environments, they have their clusters and things work perfectly fine in those clusters because these clusters are typically handcrafted or a combination of some scripting and handcrafting. >>And so as you give that change to then run at your production edge location, like say you radio sell tower site, or you hand it over to a customer to run it on their cluster, they might not have not have configured that cluster exactly how you did it, or they might not have configured some of the infrastructure plugins. And so the things don't work. And when things don't work, triaging them becomes like ishly hard, right? It's just one of the examples of the problem. Another whole bucket of issues is security, which is, is you have these distributed clusters at scale, you gotta ensure someone's job is on the line to make sure that these security policies are configured properly. >>So this is a huge problem. I love that comment. That's not not happening on my system. It's the classic, you know, debugging mentality. Yeah. But at scale it's hard to do that with error prone. I can see that being a problem. And you guys have a solution you're launching, Can you share what our lawn is, this new product, What is it all about? Talk about this new introduction. >>Yeah, absolutely. I'm very, very excited. You know, it's one of the projects that we've been working on for some time now because we are very passionate about this problem and just solving problems at scale in on-prem or at in the cloud or at edge environments. And what arwan is, it's an open source project and it is a tool, it's a Kubernetes native tool for complete end to end management of not just your clusters, but your clusters. All of the infrastructure that goes within and along the sites of those clusters, security policies, your middleware plugins, and finally your applications. So what alarm lets you do in a nutshell is in a declarative way, it lets you handle the configuration and management of all of these components in at scale. >>So what's the elevator pitch simply put for what this solves in, in terms of the chaos you guys are reigning in. What's the, what's the bumper sticker? Yeah, >>What would it do? There's a perfect analogy that I love to reference in this context, which is think of your assembly line, you know, in a traditional, let's say, you know, an auto manufacturing factory or et cetera, and the level of efficiency at scale that that assembly line brings, right online. And if you look at the logo we've designed, it's this funny little robot. And it's because when we think of online, we, we think of these enterprise large scale environments, you know, sprawling at scale creating chaos because there isn't necessarily a well thought through, well structured solution that's similar to an assembly line, which is taking each components, you know, addressing them, manufacturing, processing them in a standardized way, then handing to the next stage. But again, it gets, you know, processed in a standardized way. And that's what Arlon really does. That's like the I pitch. If you have problems of scale of managing your infrastructure, you know, that is distributed. Arlon brings the assembly line level of efficiency and consistency >>For those. So keeping it smooth, the assembly on things are flowing. C C I CD pipelining. Exactly. So that's what you're trying to simplify that ops piece for the developer. I mean, it's not really ops, it's their ops, it's coding. >>Yeah. Not just developer, the ops, the operations folks as well, right? Because developers, you know, there is, the developers are responsible for one picture of that layer, which is my apps, and then maybe that middleware of application that they interface with, but then they hand it over to someone else who's then responsible to ensure that these apps are secure properly, that they are logging, logs are being collected properly, monitoring and observability integrated. And so it solves problems for both those >>Teams. Yeah. It's DevOps. So the DevOps is the cloud native developer. The OP teams have to kind of set policies. Is that where the declarative piece comes in? Is that why that's important? >>Absolutely. Yeah. And, and, and, and you know, Kubernetes really in introduced or elevated this declarative management, right? Because, you know, c communities clusters are Yeah. Or your, yeah, you know, specifications of components that go in Kubernetes are defined in a declarative way. And Kubernetes always keeps that state consistent with your defined state. But when you go outside of that world of a single cluster, and when you actually talk about defining the clusters or defining everything that's around it, there really isn't a solution that does that today. And so online addresses that problem at the heart of it, and it does that using existing open source well known solutions. >>Ed, do I wanna get into the benefits? What's in it for me as the customer developer? But I want to finish this out real quick and get your thoughts. You mentioned open source. Why open source? What's the, what's the current state of the product? You run the product group over at platform nine, is it open source? And you guys have a product that's commercial? Can you explain the open source dynamic? And first of all, why open source? Yeah. And what is the consumption? I mean, open source is great, People want open source, they can download it, look up the code, but maybe wanna buy the commercial. So I'm assuming you have that thought through, can you share open source and commercial relationship? >>Yeah, I think, you know, starting with why open source? I think it's, you know, we as a company, we have, you know, one of the things that's absolutely critical to us is that we take mainstream open source technologies components and then we, you know, make them available to our customers at scale through either a SaaS model on from model, right? But, so as we are a company or startup or a company that benefits, you know, in a massive way by this open source economy, it's only right, I think in my mind that we do our part of the duty, right? And contribute back to the community that feeds us. And so, you know, we have always held that strongly as one of our principles. And we have, you know, created and built independent products starting all the way with fi, which was a serverless product, you know, that we had built to various other, you know, examples that I can give. But that's one of the main reasons why opensource and also opensource because we want the community to really firsthand engage with us on this problem, which is very difficult to achieve if your product is behind a wall, you know, behind, behind a block box. >>Well, and that's, that's what the developers want too. I mean, what we're seeing in reporting with Super Cloud is the new model of consumption is I wanna look at the code and see what's in there. That's right. And then also, if I want to use it, I, I'll do it. Great. That's open source, that's the value. But then at the end of the day, if I wanna move fast, that's when people buy in. So it's a new kind of freemium, I guess, business model. I guess that's the way that, Well, but that's, that's the benefit. Open source. This is why standards and open source is growing so fast. You have that confluence of, you know, a way for helpers to try before they buy, but also actually kind of date the application, if you will. We, you know, Adrian Karo uses the dating me metaphor, you know, Hey, you know, I wanna check it out first before I get married. Right? And that's what open source, So this is the new, this is how people are selling. This is not just open source, this is how companies are selling. >>Absolutely. Yeah. Yeah. You know, I think, and you know, two things. I think one is just, you know, this, this, this cloud native space is so vast that if you, if you're building a close flow solution, sometimes there's also a risk that it may not apply to every single enterprises use cases. And so having it open source gives them an opportunity to extend it, expand it, to make it proper to their use case if they choose to do so, right? But at the same time, what's also critical to us is we are able to provide a supported version of it with an SLA that we, you know, that's backed by us, a SAS hosted version of it as well, for those customers who choose to go that route, you know, once they have used the open source version and loved it and want to take it at scale and in production and need, need, need a partner to collaborate with, who can, you know, support them for that production >>Environment. I have to ask you now, let's get into what's in it for the customer. I'm a customer, why should I be enthused about Arlo? What's in it for me? You know? Cause if I'm not enthused about it, I'm not gonna be confident and it's gonna be hard for me to get behind this. Can you share your enthusiastic view of, you know, why I should be enthused about Arlo customer? >>Yeah, absolutely. And so, and there's multiple, you know, enterprises that we talk to, many of them, you know, our customers, where this is a very kind of typical story that you hear, which is we have, you know, a Kubernetes distribution. It could be on premise, it could be public clouds, native es, and then we have our C I CD pipelines that are automating the deployment of applications, et cetera. And then there's this gray zone. And the gray zone is well before you can you, your CS CD pipelines can deploy the apps. Somebody needs to do all of their groundwork of, you know, defining those clusters and yeah. You know, properly configuring them. And as these things, these things start by being done hand grown. And then as the, as you scale, what typically enterprises would do today is they will have their home homegrown DIY solutions for this. >>I mean, the number of folks that I talk to that have built Terra from automation, and then, you know, some of those key developers leave. So it's a typical open source or typical, you know, DIY challenge. And the reason that they're writing it themselves is not because they want to. I mean, of course technology is always interesting to everybody, but it's because they can't find a solution that's out there that perfectly fits the problem. And so that's that pitch. I think Spico would be delighted. The folks that we've talked, you know, spoken with, have been absolutely excited and have, you know, shared that this is a major challenge we have today because we have, you know, few hundreds of clusters on s Amazon and we wanna scale them to few thousands, but we don't think we are ready to do that. And this will give us >>Stability. Yeah, I think people are scared, not sc I won't say scare, that's a bad word. Maybe I should say that they feel nervous because, you know, at scale small mistakes can become large mistakes. This is something that is concerning to enterprises. And, and I think this is gonna come up at co con this year where enterprises are gonna say, Okay, I need to see SLAs. I wanna see track record, I wanna see other companies that have used it. Yeah. How would you answer that question to, or, or challenge, you know, Hey, I love this, but is there any guarantees? Is there any, what's the SLAs? I'm an enterprise, I got tight, you know, I love the open source trying to free fast and loose, but I need hardened code. >>Yeah, absolutely. So, so two parts to that, right? One is Arlan leverages existing open source components, products that are extremely popular. Two specifically. One is Lon uses Argo cd, which is probably one of the highest rated and used CD open source tools that's out there, right? It's created by folks that are as part of Intuit team now, you know, really brilliant team. And it's used at scale across enterprises. That's one. Second is arlon also makes use of cluster api capi, which is a ES sub-component, right? For lifecycle management of clusters. So there is enough of, you know, community users, et cetera, around these two products, right? Or, or, or open source projects that will find Arlan to be right up in their alley because they're already comfortable, familiar with algo cd. Now Arlan just extends the scope of what Algo CD can do. And so that's one. And then the second part is going back to a point of the comfort. And that's where, you know, Platform nine has a role to play, which is when you are ready to deploy Alon at scale, because you've been, you know, playing with it in your DEF test environments, you're happy with what you get with it, then Platform nine will stand behind it and provide that sla. >>And what's been the reaction from customers you've talked to Platform nine customers with, with, that are familiar with, with Argo and then Arlo? What's been some of the feedback? >>Yeah, I, I, I think the feedback's been fantastic. I mean, I can give you examples of customers where, you know, initially, you know, when you are, when you're telling them about your entire portfolio of solutions, it might not strike a card right away. But then we start talking about Arlan and, and we talk about the fact that it uses Argo CD and they start opening up, they say, We have standardized on Argo and we have built these components, homegrown, we would be very interested. Can we co-develop? Does it support these use cases? So we've had that kind of validation. We've had validation all the way at the beginning of our line before we even wrote a single line of code saying this is something we plan on doing. And the customer said, If you had it today, I would've purchased it. So it's been really great validation. >>All right. So next question is, what is the solution to the customer? If I asked you, Look it, I have, I'm so busy, my team's overworked. I got a skills gap. I don't need another project that's, I'm so tied up right now and I'm just chasing my tail. How does Platform nine help me? >>Yeah, absolutely. So I think, you know, one of the core tenets of Platform nine has always been that we try to bring that public cloud like simplicity by hosting, you know, this in a lot of such similar tools in a SaaS hosted manner for our customers, right? So our goal behind doing that is taking away or trying to take away all of that complexity from customer's hands and offloading it to our hands, right? And giving them that full white glove treatment as we call it. And so from a customer's perspective, one, something like arlon will integrate with what they have so they don't have to rip and replace anything. In fact, it will, even in the next versions, it may even discover your clusters that you have today and, you know, give you an inventory and that, >>So customers have clusters that are growing, that's a sign correct call you guys. >>Absolutely. Either they're, they have massive large clusters, right? That they wanna split into smaller clusters, but they're not comfortable doing that today, or they've done that already on say, public cloud or otherwise. And now they have management challenges. So >>Especially operationalizing the clusters, whether they want to kind of reset everything and remove things around and reconfigure Yeah. And or scale out. >>That's right. Exactly. >>And you provide that layer of policy. >>Absolutely. >>Yes. That's the key value >>Here. That's right. >>So policy based configuration for cluster scale up >>Profile and policy based declarative configuration and life cycle management for clusters. >>If I asked you how this enables Super club, what would you say to that? >>I think this is one of the key ingredients to super cloud, right? If you think about a super cloud environment, there's at least few key ingredients that that come to my mind that are really critical. Like they are, you know, life saving ingredients at that scale. One is having a really good strategy for managing that scale, you know, in a, going back to assembly line in a very consistent, predictable way so that our lot solves then you, you need to compliment that with the right kind of observability and monitoring tools at scale, right? Because ultimately issues are gonna happen and you're gonna have to figure out, you know, how to solve them fast. And alon by the way, also helps in that direction, but you also need observability tools. And then especially if you're running it on the public cloud, you need some cost management tools. In my mind, these three things are like the most necessary ingredients to make Super Cloud successful. And, you know, alarm flows >>In one. Okay, so now the next level is, Okay, that makes sense. There's under the covers kind of speak under the hood. Yeah. How does that impact the app developers and the cloud native modern application workflows? Because the impact to me, seems the apps are gonna be impacted. Are they gonna be faster, stronger? I mean, what's the impact if you do all those things, as you mentioned, what's the impact of the apps? >>Yeah, the impact is that your apps are more likely to operate in production the way you expect them to, because the right checks and balances have gone through, and any discrepancies have been identified prior to those apps, prior to your customer running into them, right? Because developers run into this challenge to their, where there's a split responsibility, right? I'm responsible for my code, I'm responsible for some of these other plugins, but I don't own the stack end to end. I have to rely on my ops counterpart to do their part, right? And so this really gives them, you know, the right tooling for >>That. So this is actually a great kind of relevant point, you know, as cloud becomes more scalable, you're starting to see this fragmentation gone of the days of the full stack developer to the more specialized role. But this is a key point, and I have to ask you because if this Arlo solution takes place, as you say, and the apps are gonna be stupid, there's designed to do, the question is, what did, does the current pain look like of the apps breaking? What does the signals to the customer Yeah. That they should be calling you guys up into implementing Arlo, Argo, and, and, and on all the other goodness to automate, What are some of the signals? Is it downtime? Is it, is it failed apps, Is it latency? What are some of the things that Yeah, absolutely would be in indications of things are effed up a little bit. >>Yeah. More frequent down times, down times that are, that take longer to triage. And so you are, you know, the, you know, your mean times on resolution, et cetera, are escalating or growing larger, right? Like we have environments of customers where they, they have a number of folks on in the field that have to take these apps and run them at customer sites. And that's one of our partners. And they're extremely interested in this because the, the rate of failures they're encountering for this, you know, the field when they're running these apps on site, because the field is automating their clusters that are running on sites using their own script. So these are the kinds of challenges, and those are the pain points, which is, you know, if you're looking to reduce your, your meantime to resolution, if you're looking to reduce the number of failures that occur on your production site, that's one. And second, if you are looking to manage these at scale environments with a relatively small, focused, nimble ops team, which has an immediate impact on your, So those are, those are the >>Signals. This is the cloud native at scale situation, the innovation going on. Final thought is your reaction to the idea that if the world goes digital, which it is, and the confluence of physical and digital coming together, and cloud continues to do its thing, the company becomes the application, not where it used to be supporting the business, you know, the back office and the IIA terminals and some PCs and handhelds. Now if technology's running, the business is the business. Yeah. The company's the application. Yeah. So it can't be down. So there's a lot of pressure on, on CSOs and CIOs now and see, and boards is saying, how is technology driving the top line revenue? That's the number one conversation. Yeah. Do you see that same thing? >>Yeah. It's interesting. I think there's multiple pressures at the CXO CIO level, right? One is that there needs to be that visibility and clarity and guarantee almost that, you know, that the, the technology that's, you know, that's gonna drive your top line is gonna drive that in a consistent, reliable, predictable manner. And then second, there is the constant pressure to do that while always lowering your costs of doing it, right? Especially when you're talking about, let's say retailers or those kinds of large scale vendors, they many times make money by lowering the amount that they spend on, you know, providing those goods to their end customers. So I think those, both those factors kind of come into play and the solution to all of them is usually in a very structured strategy around automation. >>Final question. What does cloudnative at scale look like to you? If all the things happen the way we want 'em to happen, The magic wand, the magic dust, what does it look like? >>What that looks like to me is a CIO sipping at his desk on coffee production is running absolutely smooth. And his, he's running that at a nimble, nimble team size of at the most, a handful of folks that are just looking after things with things. So just >>Taking care of, and the CIO doesn't exist. There's no CSO there at the beach. >>Yeah. >>Thank you for coming on, sharing the cloud native at scale here on the cube. Thank you for your time. >>Fantastic. Thanks for having >>Me. Okay. I'm John Fur here for special program presentation, special programming cloud native at scale, enabling super cloud modern applications with Platform nine. Thanks for watching. Welcome back everyone to the special presentation of cloud native at scale, the cube and platform nine special presentation going in and digging into the next generation super cloud infrastructure as code and the future of application development. We're here at Bickley, who's the chief architect and co-founder of Platform nine b. Great to see you Cube alumni. We, we met at an OpenStack event in about eight years ago, or well later, earlier when opens Stack was going. Great to see you and great to see congratulations on the success of platform nine. >>Thank you very much. >>Yeah. You guys have been at this for a while and this is really the, the, the year we're seeing the, the crossover of Kubernetes because of what happens with containers. Everyone now was realized, and you've seen what Docker's doing with the new docker, the open source Docker now just a success Exactly. Of containerization, right? And now the Kubernetes layer that we've been working on for years is coming, bearing fruit. This is huge. >>Exactly. Yes. >>And so as infrastructure's code comes in, we talked to Bacar talking about Super Cloud, I met her about, you know, the new Arlon, our R lawn you guys just launched, the infrastructure's code is going to another level. And then it's always been DevOps infrastructure is code. That's been the ethos that's been like from day one, developers just code. Then you saw the rise of serverless and you see now multi-cloud or on the horizon, connect the dots for us. What is the state of infrastructures code today? >>So I think, I think I'm, I'm glad you mentioned it, everybody or most people know about infrastructures code. But with Kubernetes, I think that project has evolved at the concept even further. And these dates, it's infrastructure as configuration, right? So, which is an evolution of infrastructure as code. So instead of telling the system, here's how I want my infrastructure by telling it, you know, do step A, B, C, and D instead with Kubernetes, you can describe your desired state declaratively using things called manifest resources. And then the system kind of magically figures it out and tries to converge the state towards the one that you specify. So I think it's, it's a even better version of infrastructures code. >>Yeah, yeah. And, and that really means it's developer just accessing resources. Okay. Not declaring, Okay, give me some compute, stand me up some, turn the lights on, turn 'em off, turn 'em on. That's kind of where we see this going. And I like the configuration piece. Some people say composability, I mean now with open source, so popular, you don't have to have to write a lot of code. It's code being developed. And so it's into integration, it's configuration. These are areas that we're starting to see computer science principles around automation, machine learning, assisting open source. Cuz you got a lot of code that's right in hearing software, supply chain issues. So infrastructure as code has to factor in these new, new dynamics. Can you share your opinion on these new dynamics of, as open source grows, the glue layers, the configurations, the integration, what are the core issues? >>I think one of the major core issues is with all that power comes complexity, right? So, you know, despite its expressive power systems like Kubernetes and declarative APIs let you express a lot of complicated and complex stacks, right? But you're dealing with hundreds if not thousands of these yamo files or resources. And so I think, you know, the emergence of systems and layers to help you manage that complexity is becoming a key challenge and opportunity in, in this space that, >>That's, I wrote a LinkedIn post today was comments about, you know, hey, enterprise is the new breed, the trend of SaaS companies moving our consumer comp consumer-like thinking into the enterprise has been happening for a long time, but now more than ever, you're seeing it the old way used to be solve complexity with more complexity and then lock the customer in. Now with open source, it's speed, simplification and integration, right? These are the new dynamic power dynamics for developers. Yeah. So as companies are starting to now deploy and look at Kubernetes, what are the things that need to be in place? Because you have some, I won't say technical debt, but maybe some shortcuts, some scripts here that make it look like infrastructure is code. People have done some things to simulate or or make infrastructure as code happen. Yes. But to do it at scale Yes. Is harder. What's your take on this? What's your >>View? It's hard because there's a per proliferation of methods, tools, technologies. So for example, today it's very common for DevOps and platform engineering tools, I mean, sorry, teams to have to deploy a large number of Kubernetes clusters, but then apply the applications and configurations on top of those clusters. And they're using a wide range of tools to do this, right? For example, maybe Ansible or Terraform or bash scripts to bring up the infrastructure and then the clusters. And then they may use a different set of tools such as Argo CD or other tools to apply configurations and applications on top of the clusters. So you have this sprawl of tools. You, you also have this sprawl of configurations and files because the more objects you're dealing with, the more resources you have to manage. And there's a risk of drift that people call that where, you know, you think you have things under control, but some people from various teams will make changes here and there and then before the end of the day systems break and you have no idea of tracking them. So I think there's real need to kind of unify, simplify, and try to solve these problems using a smaller, more unified set of tools and methodologies. And that's something that we try to do with this new project. Arlon. >>Yeah. So, so we're gonna get into Arlan in a second. I wanna get into the why Arlon. You guys announced that at our GoCon, which was put on here in Silicon Valley at the, at the by intu. They had their own little day over there at their headquarters. But before we get there, Vascar, your CEO came on and he talked about Super Cloud at our inaugural event. What's your definition of super cloud? If you had to kind of explain that to someone at a cocktail party or someone in the industry technical, how would you look at the super cloud trend that's emerging? It's become a thing. What's your, what would be your contribution to that definition or the narrative? >>Well, it's, it's, it's funny because I've actually heard of the term for the first time today, speaking to you earlier today. But I think based on what you said, I I already get kind of some of the, the gist and the, the main concepts. It seems like super cloud, the way I interpret that is, you know, clouds and infrastructure, programmable infrastructure, all of those things are becoming commodity in a way. And everyone's got their own flavor, but there's a real opportunity for people to solve real business problems by perhaps trying to abstract away, you know, all of those various implementations and then building better abstractions that are perhaps business or application specific to help companies and businesses solve real business problems. >>Yeah, I remember that's a great, great definition. I remember, not to date myself, but back in the old days, you know, IBM had a proprietary network operating system, so to deck for the mini computer vendors, deck net and SNA respectively. But T C P I P came out of the osi, the open systems interconnect and remember, ethernet beat token ring out. So not to get all nerdy for all the young kids out there, look, just look up token ring, you'll see, you've probably never heard of it. It's IBM's, you know, connection for the internet at the, the layer too is Amazon, the ethernet, right? So if T C P I P could be the Kubernetes and the container abstraction that made the industry completely change at that point in history. So at every major inflection point where there's been serious industry change and wealth creation and business value, there's been an abstraction Yes. Somewhere. Yes. What's your reaction to that? >>I think this is, I think a saying that's been heard many times in this industry and, and I forgot who originated it, but I think the saying goes like, there's no problem that can't be solved with another layer of indirection, right? And we've seen this over and over and over again where Amazon and its peers have inserted this layer that has simplified, you know, computing and, and infrastructure management. And I believe this trend is going to continue, right? The next set of problems are going to be solved with these insertions of additional abstraction layers. I think that that's really a, yeah, it's gonna continue. >>It's interesting. I just really wrote another post today on LinkedIn called the Silicon Wars AMD Stock is down arm has been on rise, we've remember pointing for many years now, that arm's gonna be hugely, it has become true. If you look at the success of the infrastructure as a service layer across the clouds, Azure, aws, Amazon's clearly way ahead of everybody. The stuff that they're doing with the silicon and the physics and the, the atoms, the pro, you know, this is where the innovation, they're going so deep and so strong at ISAs, the more that they get that gets come on, they have more performance. So if you're an app developer, wouldn't you want the best performance and you'd wanna have the best abstraction layer that gives you the most ability to do infrastructures, code or infrastructure for configuration, for provisioning, for managing services. And you're seeing that today with service MeSHs, a lot of action going on in the service mesh area in, in this community of co con, which will be a covering. So that brings up the whole what's next? You guys just announced our lawn at ar GoCon, which came out of Intuit. We've had Maria Teel at our super cloud event, She's a cto, you know, they're all in the cloud. So they contributed that project. Where did Arlon come from? What was the origination? What's the purpose? Why our lawn, why this announcement? Yeah, >>So the, the inception of the project, this was the result of us realizing that problem that we spoke about earlier, which is complexity, right? With all of this, these clouds, these infrastructure, all the variations around and you know, compute storage networks and the proliferation of tools we talked about the Ansibles and Terraforms and Kubernetes itself, you can think of that as another tool, right? We saw a need to solve that complexity problem, and especially for people and users who use Kubernetes at scale. So when you have, you know, hundreds of clusters, thousands of applications, thousands of users spread out over many, many locations, there, there needs to be a system that helps simplify that management, right? So that means fewer tools, more expressive ways of describing the state that you want and more consistency. And, and that's why, you know, we built AR lawn and we built it recognizing that many of these problems or sub problems have already been solved. So Arlon doesn't try to reinvent the wheel, it instead rests on the shoulders of several giants, right? So for example, Kubernetes is one building block, GI ops, and Argo CD is another one, which provides a very structured way of applying configuration. And then we have projects like cluster API and cross plane, which provide APIs for describing infrastructure. So arlon takes all of those building blocks and builds a thin layer, which gives users a very expressive way of defining configuration and desired state. So that's, that's kind of the inception of, And >>What's the benefit of that? What does that give the, what does that give the developer, the user, in this case, >>The developers, the, the platform engineer, team members, the DevOps engineers, they get a a ways to provision not just infrastructure and clusters, but also applications and configurations. They get a way, a system for provisioning, configuring, deploying, and doing life cycle management in a, in a much simpler way. Okay. Especially as I said, if you're dealing with a large number of applications. >>So it's like an operating fabric, if you will. Yes. For them. Okay, so let's get into what that means for up above and below the, the, this abstraction or thin layer below the infrastructure. We talked a lot about what's going on below that. Yeah. Above our workloads at the end of the day, and I talk to CXOs and IT folks that, that are now DevOps engineers. They care about the workloads and they want the infrastructure's code to work. They wanna spend their time getting in the weeds, figuring out what happened when someone made a push that that happened or something happened. They need observability and they need to, to know that it's working. That's right. And here's my workloads running effectively. So how do you guys look at the workload side of it? Cuz now you have multiple workloads on these fabric, right? >>So workloads, so Kubernetes has defined kind of a standard way to describe workloads and you can, you know, tell Kubernetes, I want to run this container this particular way, or you can use other projects that are in the Kubernetes cloud native ecosystem, like K native, where you can express your application in more at a higher level, right? But what's also happening is in addition to the workloads, DevOps and platform engineering teams, they need to very often deploy the applications with the clusters themselves. Clusters are becoming this commodity. It's, it's becoming this host for the application and it kind of comes bundled with it. In many cases it is like an appliance, right? So DevOps teams have to provision clusters at a really incredible rate and they need to tear them down. Clusters are becoming more, >>It's coming like an EC two instance, spin up a cluster. We've heard people used words like that. That's >>Right. And before arlon you kind of had to do all of that using a different set of tools as, as I explained. So with AR loan you can kind of express everything together. You can say I want a cluster with a health monitoring stack and a logging stack and this ingress controller and I want these applications and these security policies. You can describe all of that using something we call the profile. And then you can stamp out your app, your applications and your clusters and manage them in a very, So >>It's essentially standard, like creates a mechanism. Exactly. Standardized, declarative kind of configurations. And it's like a playbook, just deploy it. Now what there is between say a script like I'm, I have scripts, I can just automate scripts >>Or yes, this is where that declarative API and infrastructure as configuration comes in, right? Because scripts, yes you can automate scripts, but the order in which they run matters, right? They can break, things can break in the middle and, and sometimes you need to debug them. Whereas the declarative way is much more expressive and powerful. You just tell the system what you want and then the system kind of figures it out. And there are these things are controllers which will in the background reconcile all the state to converge towards your desire. It's a much more powerful, expressive and reliable way of getting things done. >>So infrastructure as configuration is built kind of on, it's a super set of infrastructures code because it's >>An evolution. >>You need edge's code, but then you can configure the code by just saying do it. You basically declaring saying Go, go do that. That's right. Okay, so, alright, so cloud native at scale, take me through your vision of what that means. Someone says, Hey, what does cloud native at scale mean? What's success look like? How does it roll out in the future as you, not future next couple years. I mean people are now starting to figure out, okay, it's not as easy as it sounds. Kubernetes has value. We're gonna hear this year at CubeCon a lot of this, what does cloud native at scale >>Mean? Yeah, there are different interpretations, but if you ask me, when people think of scale, they think of a large number of deployments, right? Geographies, many, you know, supporting thousands or tens or millions of, of users there, there's that aspect to scale. There's also an equally important a aspect of scale, which is also something that we try to address with Arran. And that is just complexity for the people operating this or configuring this, right? So in order to describe that desired state, and in order to perform things like maybe upgrades or updates on a very large scale, you want the humans behind that to be able to express and direct the system to do that in, in relatively simple terms, right? And so we want the tools and the abstractions and the mechanisms available to the user to be as powerful but as simple as possible. So there's, I think there's gonna be a number and there have been a number of CNCF and cloud native projects that are trying to attack that complexity problem as well. And Arlon kind of falls in in that >>Category. Okay, so I'll put you on the spot rogue, that CubeCon coming up and now this'll be shipping this segment series out before. What do you expect to see at this year? It's the big story this year. What's the, what's the most important thing happening? Is it in the open source community and also within a lot of the, the people jockeying for leadership. I know there's a lot of projects and still there's some white space in the overall systems map about the different areas get run time and there's ability in all these different areas. What's the, where's the action? Where, where's the smoke? Where's the fire? Where's the piece? Where's the tension? >>Yeah, so I think one thing that has been happening over the past couple of coupon and I expect to continue and, and that is the, the word on the street is Kubernetes is getting boring, right? Which is good, right? >>Boring means simple. >>Well, well >>Maybe, >>Yeah, >>Invisible, >>No drama, right? So, so the, the rate of change of the Kubernetes features and, and all that has slowed but in, in a, in a positive way. But there's still a general sentiment and feeling that there's just too much stuff. If you look at a stack necessary for hosting applications based on Kubernetes, there are just still too many moving parts, too many components, right? Too much complexity. I go, I keep going back to the complexity problem. So I expect Cube Con and all the vendors and the players and the startups and the people there to continue to focus on that complexity problem and introduce further simplifications to, to the stack. >>Yeah. Vic, you've had an storied career VMware over decades with them within 12 years with 14 years or something like that. Big number co-founder here a platform. I you's been around for a while at this game, man. We talked about OpenStack, that project we interviewed at one of their events. So OpenStack was the beginning of that, this new revolution. I remember the early days it was, it wasn't supposed to be an alternative to Amazon, but it was a way to do more cloud cloud native. I think we had a Cloud Aati team at that time. We would joke we, you know, about, about the dream. It's happening now, now at Platform nine. You guys have been doing this for a while. What's the, what are you most excited about as the chief architect? What did you guys double down on? What did you guys pivot from or two, did you do any pivots? Did you extend out certain areas? Cuz you guys are in a good position right now, a lot of DNA in Cloud native. What are you most excited about and what does Platform Nine bring to the table for customers and for people in the industry watching this? >>Yeah, so I think our mission really hasn't changed over the years, right? It's been always about taking complex open source software because open source software, it's powerful. It solves new problems, you know, every year and you have new things coming out all the time, right? Opens Stack was an example and then Kubernetes took the world by storm. But there's always that complexity of, you know, just configuring it, deploying it, running it, operating it. And our mission has always been that we will take all that complexity and just make it, you know, easy for users to consume regardless of the technology, right? So the successor to Kubernetes, you know, I don't have a crystal ball, but you know, you have some indications that people are coming up of new and simpler ways of running applications. There are many projects around there who knows what's coming next year or the year after that. But platform will a, platform nine will be there and we will, you know, take the innovations from the the community. We will contribute our own innovations and make all of those things very consumable to customers. >>Simpler, faster, cheaper. Exactly. Always a good business model technically to make that happen. Yes. Yeah, I think the, the reigning in the chaos is key, you know, Now we have now visibility into the scale. Final question before we depart this segment. What is at scale, how many clusters do you see that would be a watermark for an at scale conversation around an enterprise? Is it workloads we're looking at or, or clusters? How would you, Yeah, how would you describe that? When people try to squint through and evaluate what's a scale, what's the at scale kind of threshold? >>Yeah. And, and the number of clusters doesn't tell the whole story because clusters can be small in terms of the number of nodes or they can be large. But roughly speaking when we say, you know, large scale cluster deployments, we're talking about maybe hundreds, two thousands. >>Yeah. And final final question, what's the role of the hyperscalers? You got AWS continuing to do well, but they got their core ias, they got a PAs, they're not too too much putting a SaaS out there. They have some SaaS apps, but mostly it's the ecosystem. They have marketplaces doing, doing over $2 billion billions of transactions a year and, and it's just like, just sitting there. It hasn't really, they're now innovating on it, but that's gonna change ecosystems. What's the role the cloud play in the cloud need of its scale? >>The, the hyper squares? >>Yeah, yeah. A's Azure Google, >>You mean from a business perspective, they're, they have their own interests that, you know, that they're, they will keep catering to, they, they will continue to find ways to lock their users into their ecosystem of services and, and APIs. So I don't think that's gonna change, right? They're just gonna keep well, >>They got great performance. I mean, from a, from a hardware standpoint, yes. That's gonna be key, >>Right? Yes. I think the, the move from X 86 being the dominant way and platform to run workloads is changing, right? That, that, that, that, and I think the, the hyper skaters really want to be in the game in terms of, you know, the, the new risk and arm ecosystems, the platforms. >>Yeah. Not joking aside, Paul Morritz, when he was the CEO of VMware, when he took over once said, I remember our first year doing the cube. Oh the cloud is one big distributed computer. It's, it's hardware and you got software and you got middleware and he kinda over, well he's kind of tongue in cheek, but really you're talking about large compute and sets of services that is essentially a distributed computer. Yes, >>Exactly. >>It's, we're back in the same game. Thank you for coming on the segment. Appreciate your time. This is cloud native at scale special presentation with Platform nine. Really unpacking super cloud Arlon open source and how to run large scale applications on the cloud, cloud native develop for developers. And John Furrier with the cube. Thanks for Washington. We'll stay tuned for another great segment coming right up. Hey, welcome back everyone to Super Cloud 22. I'm John Fur, host of the Cuba here all day talking about the future of cloud. Where's it all going? Making it super multi-cloud is around the corner and public cloud is winning. Got the private cloud on premise and Edge. Got a great guest here, Vascar Gorde, CEO of Platform nine, just on the panel on Kubernetes. An enabler blocker. Welcome back. Great to have you on. >>Good to see you >>Again. So Kubernetes is a blocker enabler by, with a question mark I put on on there. Panel was really to discuss the role of Kubernetes. Now great conversation operations is impacted. What's just thing about what you guys are doing at Platform nine? Is your role there as CEO and the company's position, kind of like the world spun into the direction of Platform nine while you're at the helm, right? >>Absolutely. In fact, things are moving very well and since they came to us, it was an insight to call ourselves the platform company eight years ago, right? So absolutely whether you are doing it in public clouds or private clouds, you know, the application world is moving very fast in trying to become digital and cloud native. There are many options for you to run the infrastructure. The biggest blocking factor now is having a unified platform. And that's what where we come into >>Patrick, we were talking before we came on stage here about your background and we were kind of talking about the glory days in 2000, 2001 when the first ASPs application service providers came out. Kind of a SaaS vibe, but that was kind of all kind of cloud-like >>It wasn't, >>And web services started then too. So you saw that whole growth. Now, fast forward 20 years later, 22 years later, where we are now, when you look back then to here and all the different cycles, >>In fact, you know, as we were talking offline, I was in one of those ASPs in the year 2000 where it was a novel concept of saying we are providing a software and a capability as a service, right? You sign up and start using it. I think a lot has changed since then. The tooling, the tools, the technology has really skyrocketed. The app development environment has really taken off exceptionally well. There are many, many choices of infrastructure now, right? So I think things are in a way the same but also extremely different. But more importantly now for any company, regardless of size, to be a digital native, to become a digital company is extremely mission critical. It's no longer a nice to have everybody's in the journey somewhere. >>Everyone is going digital transformation here. Even on a so-called downturn recession that's upcoming inflations sea year. It's interesting. This is the first downturn, the history of the world where the hyperscale clouds have been pumping on all cylinders as an economic input. And if you look at the tech trends, GDPs down, but not tech. Nope. Cause pandemic showed everyone digital transformation is here and more spend and more growth is coming even in, in tech. So this is a unique factor which proves that that digital transformation's happening and company, every company will need a super cloud. >>Everyone, every company, regardless of size, regardless of location, has to become modernize their infrastructure. And modernizing infrastructure is not just some, you know, new servers and new application tools. It's your approach, how you're serving your customers, how you're bringing agility in your organization. I think that is becoming a necessity for every enterprise to survive. >>I wanna get your thoughts on Super Cloud because one of the things Dave Alon and I want to do with Super Cloud and calling it that was we, I, I personally, and I know Dave as well, he can, I'll speak from, he can speak for himself. We didn't like multi-cloud. I mean not because Amazon said don't call things multi-cloud, it just didn't feel right. I mean everyone has multiple clouds by default. If you're running productivity software, you have Azure and Office 365. But it wasn't truly distributed. It wasn't truly decentralized, it wasn't truly cloud enabled. It didn't, it felt like they're not ready for a market yet. Yet public clouds booming on premise. Private cloud and Edge is much more on, you know, more, More dynamic, more unreal. >>Yeah. I think the reason why we think Super cloud is a better term than multi-cloud. Multi-cloud are more than one cloud, but they're disconnected. Okay, you have a productivity cloud, you have a Salesforce cloud, you may have, everyone has an internal cloud, right? So, but they're not connected. So you can say, okay, it's more than one cloud. So it's, you know, multi-cloud. But super cloud is where you are actually trying to look at this holistically. Whether it is on-prem, whether it is public, whether it's at the edge, it's a store at the branch. You are looking at this as one unit. And that's where we see the term super cloud is more applicable because what are the qualities that you require if you're in a super cloud, right? You need choice of infrastructure, you need, but at the same time you need a single pan or a single platform for you to build your innovations on, regardless of which cloud you're doing it on, right? So I think Super Cloud is actually a more tightly integrated orchestrated management philosophy we think. >>So let's get into some of the super cloud type trends that we've been reporting on. Again, the purpose of this event is as a pilot to get the conversations flowing with, with the influencers like yourselves who are running companies and building products and the builders, Amazon and Azure are doing extremely well. Google's coming up in third Cloudworks in public cloud. We see the use cases on premises use cases. Kubernetes has been an interesting phenomenon because it's become from the developer side a little bit, but a lot of ops people love Kubernetes. It's really more of an ops thing. You mentioned OpenStack earlier. Kubernetes kind of came out of that open stack. We need an orchestration. And then containers had a good shot with, with Docker. They re pivoted the company. Now they're all in an open source. So you got containers booming and Kubernetes as a new layer there. >>What's, >>What's the take on that? What does that really mean? Is that a new defacto enabler? It >>Is here. It's for here for sure. Every enterprise somewhere in the journey is going on. And you know, most companies are, 70 plus percent of them have 1, 2, 3 container based, Kubernetes based applications now being rolled out. So it's very much here. It is in production at scale by many customers. And it, the beauty of it is yes, open source, but the biggest gating factor is the skill set. And that's where we have a phenomenal engineering team, right? So it's, it's one thing to buy a tool and >>Just be clear, you're a managed service for Kubernetes. >>We provide, provide a software platform for cloud acceleration as a service and it can run anywhere. It can run in public private. We have customers who do it in truly multi-cloud environments. It runs on the edge, it runs at this in stores about thousands of stores in a retailer. So we provide that and also for specific segments where data sovereignty and data residency are key regulatory reasons. We also un on-prem as an air gap version. Can >>You give an example on how you guys are deploying your platform to enable a super cloud experience for your customer? Right. >>So I'll give you two different examples. One is a very large networking company, public networking company. They have hundreds of products, hundreds of r and d teams that are building different, different products. And if you look at few years back, each one was doing it on a different platforms, but they really needed to bring the agility. And they worked with us now over three years where we are their build test dev pro platform where all their products are built on, right? And it has dramatically increased their agility to release new products. Number two, it actually is a light out operation. In fact, the customer says like, like the Maytag service person, cuz we provide it as a service and it barely takes one or two people to maintain it for them. >>So it's kinda like an SRE vibe. One person managing a >>Large 4,000 engineers building infrastructure >>On their tools, >>Whatever they want on their tools. They're using whatever app development tools they use, but they use our platform. What >>Benefits are they seeing? Are they seeing speed? >>Speed, definitely. Okay. Definitely they're speeding. Speed uniformity because now they're building able to build, so their customers who are using product A and product B are seeing a similar set of tools that are being used. >>So a big problem that's coming outta this super cloud event that we're, we're seeing and we heard it all here, ops and security teams. Cause they're kind of part of one thing, but option security specifically need to catch up speed wise. Are you delivering that value to ops and security? Right? >>So we, we work with ops and security teams and infrastructure teams and we layer on top of that. We have like a platform team. If you think about it, depending on where you have data centers, where you have infrastructure, you have multiple teams, okay, but you need a unified platform. Who's your buyer? Our buyer is usually, you know, the product divisions of companies that are looking at or the CTO would be a buyer for us functionally cio definitely. So it it's, it's somewhere in the DevOps to infrastructure. But the ideal one we are beginning to see now many large corporations are really looking at it as a platform and saying we have a platform group on which any app can be developed and it is run on any infrastructure. So the platform engineering teams. So >>You working two sides to that coin. You've got the dev side and then >>And then infrastructure >>Side. >>Okay. Another customer that I give an example, which I would say is kind of the edge of the store. So they have thousands of stores. Retail, retail, you know food retailer, right? They have thousands of stores that are on the globe, 50,000, 60,000. And they really want to enhance the customer experience that happens when you either order the product or go into the store and pick up your product or buy or browse or sit there. They have applications that were written in the nineties and then they have very modern AIML applications today. They want something that will not have to send an IT person to install a rack in the store or they can't move everything to the cloud because the store operations has to be local. The menu changes based on it's classic edge. It's classic edge, yeah. Right? They can't send it people to go install rack access servers then they can't sell software people to go install the software and any change you wanna put through that, you know, truck roll. So they've been working with us where all they do is they ship, depending on the size of the store, one or two or three little servers with instructions that >>You, you say little servers like how big one like a box, like a small little box, >>Right? And all the person in the store has to do like what you and I do at home and we get a, you know, a router is connect the power, connect the internet and turn the switch on. And from there we pick it up. >>Yep. >>We provide the operating system, everything and then the applications are put on it. And so that dramatically brings the velocity for them. They manage thousands of >>Them. True plug and play >>Two, plug and play thousands of stores. They manage it centrally. We do it for them, right? So, so that's another example where on the edge then we have some customers who have both a large private presence and one of the public clouds. Okay. But they want to have the same platform layer of orchestration and management that they can use regardless of the locations. >>So you guys got some success. Congratulations. Got some traction there. It's awesome. The question I want to ask you is that's come up is what is truly cloud native? Cuz there's lift and shift of the cloud >>That's not cloud native. >>Then there's cloud native. Cloud native seems to be the driver for the super cloud. How do you talk to customers? How do you explain when someone says what's cloud native, what isn't cloud native? >>Right. Look, I think first of all, the best place to look at what is the definition and what are the attributes and characteristics of what is truly a cloud native, is CNC foundation. And I think it's very well documented, very well. >>Tucan, of course Detroit's >>Coming so, so it's already there, right? So we follow that very closely, right? I think just lifting and shifting your 20 year old application onto a data center somewhere is not cloud native. Okay? You can't put to cloud, not you have to rewrite and redevelop your application in business logic using modern tools. Hopefully more open source and, and I think that's what Cloudnative is and we are seeing a lot of our customers in that journey. Now everybody wants to be cloudnative, but it's not that easy, okay? Because it's, I think it's first of all, skill set is very important. Uniformity of tools that there's so many tools there. Thousands and thousands of tools you could spend your time figuring out which tool to use. Okay? So I think the complexity is there, but the business benefits of agility and uniformity and customer experience are truly being done. >>And I'll give you an example, I don't know how clear native they are, right? And they're not a customer of ours, but you order pizzas, you do, right? If you just watch the pizza industry, how dominoes actually increase their share and mind share and wallet share was not because they were making better pizzas or not, I don't know anything about that, but the whole experience of how you order, how you watch what's happening, how it's delivered. There were a pioneer in it. To me, those are the kinds of customer experiences that cloud native can provide. >>Being agility and having that flow to the application changes what the expectations >>Are >>For the customer. Customer, >>The customer's expectations change, right? Once you get used to a better customer experience, you learn. >>That's to wrap it up. I wanna just get your perspective again. One of the benefits of chatting with you here and having you part of the Super Cloud 22 is you've seen many cycles, you have a lot of insights. I want to ask you, given your career where you've been and what you've done and now let's CEO platform nine, how would you compare what's happening now with other inflection points in the industry? And you've been, again, you've been an entrepreneur, you sold your company to Oracle, you've been seeing the big companies, you've seen the different waves. What's going on right now put into context this moment in time around Super Cloud. >>Sure. I think as you said, a lot of battles. CARSs being been in an asb, being in a real time software company, being in large enterprise software houses and a transformation. I've been on the app side, I did the infrastructure right and then tried to build our own platforms. I've gone through all of this myself with lot of lessons learned in there. I think this is an event which is happening now for companies to go through to become cloud native and digitalize. If I were to look back and look at some parallels of the tsunami that's going on is a couple of paddles come to me. One is, think of it, which was forced to honors like y2k. Everybody around the world had to have a plan, a strategy, and an execution for y2k. I would say the next big thing was e-commerce. I think e-commerce has been pervasive right across all industries. >>And disruptive. >>And disruptive, extremely disruptive. If you did not adapt and adapt and accelerate your e-commerce initiative, you were, it was an existence question. Yeah. I think we are at that pivotal moment now in companies trying to become digital and cloudnative. You know, that is what I see >>Happening there. I think that that e-commerce is interesting and I think just to riff with you on that is that it's disrupting and refactoring the business models. I think that is something that's coming out of this is that it's not just completely changing the gain, it's just changing how you operate, >>How you think and how you operate. See, if you think about the early days of e-commerce, just putting up a shopping cart that made you an e-commerce or e retailer or an e e e customer, right? Or so. I think it's the same thing now is I think this is a fundamental shift on how you're thinking about your business. How are you gonna operate? How are you gonna service your customers? I think it requires that just lift and shift is not gonna work. >>Nascar, thank you for coming on, spending the time to come in and share with our community and being part of Super Cloud 22. We really appreciate, we're gonna keep this open. We're gonna keep this conversation going even after the event, to open up and look at the structural changes happening now and continue to look at it in the open in the community. And we're gonna keep this going for, for a long, long time as we get answers to the problems that customers are looking for with cloud cloud computing. I'm Sean Fur with Super Cloud 22 in the Cube. Thanks for watching. >>Thank you. Thank you. >>Hello and welcome back. This is the end of our program, our special presentation with Platform nine on cloud native at scale, enabling the super cloud. We're continuing the theme here. You heard the interviews Super Cloud and its challenges, new opportunities around solutions around like Platform nine and others with Arlon. This is really about the edge situations on the internet and managing the edge multiple regions, avoiding vendor lock in. This is what this new super cloud is all about. The business consequences we heard and and the wide ranging conversations around what it means for open source and the complexity problem all being solved. I hope you enjoyed this program. There's a lot of moving pieces and things to configure with cloud native install, all making it easier for you here with Super Cloud and of course Platform nine contributing to that. Thank you for watching.
SUMMARY :
So enjoy the program, see you soon. a lot different, but kind of the same as the first generation. And so you gotta rougher and it kind of coming together, but you also got this idea of regions, So I think, you know, in in the context of this, the, Can you scope the scale of the problem? And I think, you know, I I like to call it, you know, And that is just, you know, one example of an issue that happens. you know, you see some, you know, some experimentation. which is, you know, you have your perfectly written code that is operating just fine on your And so as you give that change to then run at your production edge location, And you guys have a solution you're launching, Can you share what So what alarm lets you do in a in terms of the chaos you guys are reigning in. And if you look at the logo we've designed, So keeping it smooth, the assembly on things are flowing. Because developers, you know, there is, the developers are responsible for one picture of So the DevOps is the cloud native developer. And so online addresses that problem at the heart of it, and it does that using So I'm assuming you have that thought through, can you share open source and commercial relationship? products starting all the way with fi, which was a serverless product, you know, that we had built to buy, but also actually kind of date the application, if you will. I think one is just, you know, this, this, this cloud native space is so vast I have to ask you now, let's get into what's in it for the customer. And so, and there's multiple, you know, enterprises that we talk to, shared that this is a major challenge we have today because we have, you know, I'm an enterprise, I got tight, you know, I love the open source trying to It's created by folks that are as part of Intuit team now, you know, And the customer said, If you had it today, I would've purchased it. So next question is, what is the solution to the customer? So I think, you know, one of the core tenets of Platform nine has always been that And now they have management challenges. Especially operationalizing the clusters, whether they want to kind of reset everything and remove things around and reconfigure That's right. And alon by the way, also helps in that direction, but you also need I mean, what's the impact if you do all those things, as you mentioned, what's the impact of the apps? And so this really gives them, you know, the right tooling for But this is a key point, and I have to ask you because if this Arlo solution of challenges, and those are the pain points, which is, you know, if you're looking to reduce your, not where it used to be supporting the business, you know, that, you know, that the, the technology that's, you know, that's gonna drive your top line is If all the things happen the way we want 'em to happen, The magic wand, the magic dust, he's running that at a nimble, nimble team size of at the most, Taking care of, and the CIO doesn't exist. Thank you for your time. Thanks for having of Platform nine b. Great to see you Cube alumni. And now the Kubernetes layer that we've been working on for years is Exactly. you know, the new Arlon, our R lawn you guys just launched, you know, do step A, B, C, and D instead with Kubernetes, I mean now with open source, so popular, you don't have to have to write a lot of code. you know, the emergence of systems and layers to help you manage that complexity is becoming That's, I wrote a LinkedIn post today was comments about, you know, hey, enterprise is the new breed, the trend of SaaS you know, you think you have things under control, but some people from various teams will make changes here in the industry technical, how would you look at the super cloud trend that's emerging? the way I interpret that is, you know, clouds and infrastructure, It's IBM's, you know, connection for the internet at the, this layer that has simplified, you know, computing and, the physics and the, the atoms, the pro, you know, this is where the innovation, all the variations around and you know, compute storage networks the DevOps engineers, they get a a ways to So how do you guys look at the workload side of it? like K native, where you can express your application in more at a higher level, It's coming like an EC two instance, spin up a cluster. And then you can stamp out your app, your applications and your clusters and manage them And it's like a playbook, just deploy it. You just tell the system what you want and then You need edge's code, but then you can configure the code by just saying do it. And that is just complexity for the people operating this or configuring this, What do you expect to see at this year? If you look at a stack necessary for hosting We would joke we, you know, about, about the dream. So the successor to Kubernetes, you know, I don't Yeah, I think the, the reigning in the chaos is key, you know, Now we have now visibility into But roughly speaking when we say, you know, They have some SaaS apps, but mostly it's the ecosystem. you know, that they're, they will keep catering to, they, they will continue to find I mean, from a, from a hardware standpoint, yes. terms of, you know, the, the new risk and arm ecosystems, It's, it's hardware and you got software and you got middleware and he kinda over, Great to have you on. What's just thing about what you guys are doing at Platform nine? clouds, you know, the application world is moving very fast in trying to Patrick, we were talking before we came on stage here about your background and we were kind of talking about the glory days So you saw that whole growth. In fact, you know, as we were talking offline, I was in one of those And if you look at the tech trends, GDPs down, but not tech. some, you know, new servers and new application tools. you know, more, More dynamic, more unreal. So it's, you know, multi-cloud. the purpose of this event is as a pilot to get the conversations flowing with, with the influencers like yourselves And you know, most companies are, 70 plus percent of them have 1, 2, 3 container It runs on the edge, You give an example on how you guys are deploying your platform to enable a super And if you look at few years back, each one was doing So it's kinda like an SRE vibe. Whatever they want on their tools. to build, so their customers who are using product A and product B are seeing a similar set Are you delivering that value to ops and security? Our buyer is usually, you know, the product divisions of companies You've got the dev side and then enhance the customer experience that happens when you either order the product or go into And all the person in the store has to do like And so that dramatically brings the velocity for them. of the public clouds. So you guys got some success. How do you explain when someone says what's cloud native, what isn't cloud native? is the definition and what are the attributes and characteristics of what is truly a cloud native, Thousands and thousands of tools you could spend your time figuring I don't know anything about that, but the whole experience of how you order, For the customer. Once you get used to a better customer experience, One of the benefits of chatting with you here and been on the app side, I did the infrastructure right and then tried to build our If you did not adapt and adapt and accelerate I think that that e-commerce is interesting and I think just to riff with you on that is that it's disrupting How are you gonna service your Nascar, thank you for coming on, spending the time to come in and share with our community and being part of Thank you. I hope you enjoyed this program.
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Mike Miller, AWS | AWS Summit SF 2022
(upbeat music) >> Okay, welcome back everyone, Cube coverage live on the floor in the Moscone center in San Francisco, California. I'm John Furrier host of the Cube. AWS summit 2022 is here in San Francisco, we're back in live events. Of course, Amazon summit in New York city is coming, Amazon summit this summer we'll be there as well. We've got a great guest Mike Miller, GN of AI devices at AWS always one of my favorite interviews. We've got a little prop here, we got the car, DeepRacer, very popular at the events. Mike, welcome to the Cube. Good to see you. >> Hey John, thank you for having me. It's really exciting to be back and chat with you a little bit about DeepRacer. >> Well I want to get into the prop in a second, not the prop, the product. >> Yeah. >> So DeepRacer program, you got the race track here. Just explain what it is real quick, we'll get that out of the way. >> Absolutely so, well, you know that AI, AWS is passionate about making AI and ML more accessible to developers of all skill levels. So DeepRacer is one of our tools to do that. So DeepRacer is a 3D cloud-based racing simulator, a 1/18th scale autonomously driven car and a league to add a little spicy competition into it. So developers can start with the cloud-based simulator where they're introduced to reinforcement learning which basically teaches the, our car to drive around a track through trial and error and of course you're in a virtual simulator so it's easy for it to make mistakes and restart. Then once that model is trained, it's downloaded to the car which then can drive around a track autonomously, kind of making its own way and of course we track lap time and your successful lap completions and all of that data feeds into our league to try to top the leaderboard and win prizes. >> This is the ultimate gamification tool. (chuckles) >> Absolutely >> Making it fun to learn about machine learning. All right, let's get into the car, let's get into the showcase of the car. show everyone what's going on. >> Absolutely. So this is our 1/18th scale autonomously driven car. It's built off of a monster truck chassis so you can see it's got four wheel drive, it's got steering in the front, we've got a camera on the front. So the camera is the, does the sensing to the compute board that's driven by an Intel atom a processor on the, on the vehicle, that allows it to make sense of the in front of it and then decide where it wants to drive. So you take the car, you download your trained model to it and then it races around the track. >> So the front is the camera. >> The front is the camera, that's correct. >> Okay, So... >> So it's a little bit awkward but we needed to give it plenty of room here so that I can actually see the track in front of it. >> John: It needs eyes. >> Yep. That's exactly right. >> Awesome. >> Yes. >> And so I got to buy that if I'm a developer. >> So, developers can start in two ways, they can use our virtual racing experience and so there's no hardware cost for that, but once you want the experience, the hands on racing, then the car is needed but if you come to one of our AWS summits, like here in San Francisco or anywhere else around the world we have one or more tracks set up and you can get hands on, you can bring the model that you trained at home download it to a car and see it race around the track. >> So use a car here. You guys are not renting cars, but you're letting people use the cars. >> Absolutely. >> Can I build my own car or does it have to be assembled by AWS? >> Yeah, we, we sell it as a, as a kit that's already assembled because we've got the specific compute board in there, that Intel processor and all of the software that's already built on there that knows how to drive around the track. >> That's awesome, so talk about the results. What's going on? What's the feedback from developers? Obviously it's a nerd dream, people like race cars, people love formula one now, all the racing there. IOT is always an IOT opportunity as well. >> Absolutely, and as you said, gamification, right? And so what we found and what we thought we would find was that adding in those sort of ease of learning so we make it the on-ramp to machine learning very easy. So developers of all skill levels can take advantage of this, but we also make it fun by kind of gamifying it. We have different challenges every month, we have a leader board so you can see how you rank against your peers and actually we have split our league into two, there's an open division which is more designed for novices so you'll get rewarded for just participating and then we have a pro league. So if you're one of the top performers in the open league each month, you graduate and you get to race against the big boys in the pro leagues. >> What's the purse? >> Oh, the, (John laughing) we definitely have cash and prizes that happen, both every month. We have prizes cause we do races every month and those winners of those races all get qualified to race at the championship, which of course happens in Las Vegas at re:Invent. So we bring all the winners to re:Invent and they all race against each other for the grand prize the big trophy and the, and the, and the cash prize. >> Well, you know, I'm a big fan of what you guys are doing so I'm kind of obviously biased on this whole program but you got to look at trend of what's going on in eSports and the online engagement is off the charts, are there plans to kind of make this more official and bigger? Is there traction there or is this just all part of the Amazon goodness, love that you guys give back? I mean, obviously it's got traction. >> Yeah. I mean, the thing that's interesting about eSports is the number of young people who are getting into it and what we saw over the last couple years is that, there were a lot of students who were adopting DeepRacer but there were some hurdles, you know, it wasn't really designed for them. So what we did was we made some changes and at the beginning of this year we launched a student focused DeepRacer program. So they get both free training every month, they get free educational materials and their own private league so they know students can race against other students, as part of that league. >> John: Yeah. >> So that was really our first step in kind of thinking about those users and what do we need to do to cater to their kind of unique needs? >> Tell about some of the power dynamics or the, or not power dynamics, the group dynamics around teams and individuals, can I play as an individual? Do I, do I have to be on a team? Can I do teams? How does that look? How do you think about those things? >> Yeah, absolutely. Great, great question. The primary way to compete is individually. Now we do have an offering that allows companies to use DeepRacer to excite and engage their own employees and this is where operating as a team and collaborating with your coworkers comes into play so, if, if I may there's, you know, Accenture and JPMC are a couple big customers of ours, really strong partners. >> John: Yeah. >> Who've been able to take advantage of DeepRacer to educate their workforce. So Accenture ran a 24 hour round the, round the globe race a couple years ago, encouraging their employees to collaborate and form teams to race and then this past year JPMC, had over 3000 of their builders participate over a three month period where they ran a private league and they went on to win the top two spots, first place and second place. >> John: Yeah. >> At reinvent last year. >> It reminds me the NASCAR and all these like competitions, the owners have multiple cars on the race. Do you guys at re:Invent have to start cutting people like, only two submissions or is it free for all? >> Well, you have to qualify to get to the races at re:invent so it's very, it's very cutthroat leading up to that point. We've got winners of our monthly virtual contests, the winners like of the summit races will also get invited. So it's interesting, this dynamic, you'll have some people who won virtual races, some people who won physical races, all competing together. >> And do you guys have a name for the final cup or is it like what's the, what's the final, how do you guys talk about the prizes and the... >> It's, it's the DeepRacer Championship Cup of course. >> John: Of course. (laughter) >> Big silver cup, you get to hoist it and... >> Are the names inscribed in it, is it like the Stanley cup or is it just one. >> It's a unique one, so you get to hold onto it each year. The champion gets their own version of the cup. >> It's a lot of fun. I think it's really kind of cool. What's the benefits for a student? Talk about the student ones. >> Yeah. Yeah. >> So I'm a student I'm learning machine learning, what's in it for me is a career path and the fund's obvious, I see that. >> Yeah absolutely. You know, the, for students, it's a hands on way that's a very easy on-ramp to machine learning and you know, one of the things, as I mentioned we're passionate about making it accessible to all. Well, when we mean all we were really do mean all. So, we've got a couple partners who are passionate about the same thing, right? Which is how do we, if, if AI and ML is going to transform our world and solve our most challenging problems, how can we get the right minds from all walks of life and all backgrounds to learn machine learning and get engaged? So with two of our partners, so with Udacity and with Intel we launched a $10 million AWS, AI and ML scholarship program and we built it around DeepRacer. So not only can students who are college and high school students, age 16 and over can use DeepRacer, can learn about machine learning and then get qualified to win one of several thousand scholarships. >> Any other promotions going on that people should know about? >> Yeah, one, one final one is, so we talked about enterprises like JPMC and Accenture, so we've got a promotion that we just started yesterday. So if you are an enterprise and you want to host a DeepRacer event at your company to excite your employees and get 'em collaborating more, if you have over 50 employees participating, we're going to give you up to a hundred thousand dollars in AWS credits, to offset the costs of running your DeepRacer event at your, at your company so >> That's real money. >> Yeah. Real, real, real exciting I think for companies now to pick up DeepRacer. >> So, I mean, honestly, I know Andy Jassy, I have many sports car conversations with him. He's a sports guy, he's now the CEO of Amazon, gets to go all the sporting events, NFL. I wish I could bring the Cube there but, we'll stick with with cloud for now. You got to look at the purse kind of thing. I'm interested in like the whole economic point of cause I mean, forget the learning for side for a second which is by the way awesome. This is great competition. You got leader boards, you got regional activities, you got a funneling system laddering up to the final output. >> And we've really done a decent job and, and of adding capabilities into that user experience to make it more engaging. You can see the countries that the different competitors are from, you can see how the lap times change over time, you know, we give awards as I mentioned, the two divisions now. So if you're not super competitive, we'll reward you for just participating in that open league but if you want to get competitive, we'll even better rewards monthly in the Pro League. >> Do you guys have any conversations internally like, this is getting too big, we might have to outsource it or you keep it in inside the fold? (laughter) >> We, we love DeepRacer and it's so much fun running this, >> You see where I'm going with this. You see where I'm going with this right? The Cube might want to take this over. >> Hey. >> And you know >> We're always looking for partners and sponsors who can help us make it bigger so, absolutely. >> It's a good business opportunity. I just love it. Congratulations, great stuff. What's the big learning in this, you know, as a as an executive, you look back you got GM, AI super important and, and I think it is great community, communal activity as well. What's the learning, what have you learned from this over the years besides that it's working but like what's the big takeaway? >> Yeah, I mean. We've got such a wide range of developers and builders who are customers that we need to provide a variety of opportunities for people to get hands on and there's no better way to learn a complex technology like AI and ML than getting hands on and seeing, you know, physically the result of the AI and I think that's been the biggest learning, is that just having the hands on and the sort of element of watching what it does, just light bulbs go off. When, when developers look at this and they start piecing the, the puzzle pieces together, how they can benefit. >> So I have to ask the question that might be on other peoples minds, maybe it's not, maybe I'm just thinking really dark here but gamers love to hack and they love cheat codes, they love to get, you know, get into the system, any attempts to do a little hacking to win the, the the game, have you guys, is there, you know? >> Well, well, you know, last year we, we we released an open source version of the vehicle so that people could start using it as a platform to explore and do that kind of hacking and give them an opportunity build on top of it. >> So using mods, mods modules, we can mod out on this thing. >> Yeah, absolutely. If you go to deepracer.com, we have sort of extensions page there, and you can see, somebody mounted a Nerf cannon onto the top of this, somebody built a computer vision model that could recognize you know, rodents and this thing would kind of drive to scare 'em, all kinds of fun topics. >> So it's a feature, not a bug. >> Absolutely. >> Open it up. >> Yeah. >> And also on transparency, if you have the source code out there you guys can have some review. >> Yeah. The whole idea is like, let's see what developers, >> It's really not hackable. It's not hackable. >> Yeah, I mean, for the, if you think about it when we do the races, we bring the cars ourselves, the only way a developer interacts is by giving us their trained models so... >> And you, do you guys review the models? Nothing to review, right? >> Yeah. There's nothing really to review. It's all about, you know, there, there was a model that we saw one time where the car went backwards and then went forwards across the finish line but we, we, we gently told them, well that's really not a valid way to race. >> That was kind of a hack, not really a hack. That was a hack hack. (laughter) That was just a growth hack. >> Exactly, but everybody just has a lot of fun with it across the board. >> Mike, great, thanks for coming on. Love the prop. Thanks for bringing the car on, looks great. Success every year. I want to see the purse, you know, big up to $1,000,000 you know, the masters, you know, tournament. >> Someday. (John chuckles) >> You guys.. >> Thank you for having me John. >> DeepRacer again, Fun Start has a great way to train people on machine learning, IOT device, turns into a league of its own. Great stuff for people to learn, especially students and people in companies, but the competitive juices flowing. That's what it's all about, having fun, learning. It's the Cube here in San Francisco. Stay with us for more coverage after this short break. (gentle music)
SUMMARY :
I'm John Furrier host of the Cube. be back and chat with you not the prop, the product. you got the race track here. and a league to add a little This is the ultimate let's get into the showcase of the car. So the camera is the, does the sensing The front is the the track in front of it. And so I got to buy but if you come to one of our AWS summits, So use a car here. and all of the software What's the feedback from developers? and you get to race against the each other for the grand prize and the online engagement and at the beginning of this year if, if I may there's, you know, and form teams to race the owners have multiple cars on the race. the winners like of the summit a name for the final cup It's, it's the DeepRacer John: Of course. you get to hoist it and... it, is it like the Stanley cup so you get to hold onto it each year. What's the benefits for a student? and the fund's obvious, I see that. and you know, one of the and you want to host a now to pick up DeepRacer. I'm interested in like the that the different competitors are from, You see where I'm going with this. who can help us make it in this, you know, as a and seeing, you know, Well, well, you know, last year we, we So using mods, mods modules, of drive to scare 'em, if you have the source code out there like, let's see what developers, It's really not hackable. the only way a developer interacts It's all about, you know, hack, not really a hack. across the board. the masters, you know, tournament. but the competitive juices flowing.
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Alan Henson, Pariveda Solutions | AWS re:Invent 2021
(upbeat music) >> Hey everyone, and welcome back to theCUBEs continuing coverage of AWS re:invent 2021 live in Las Vegas. Lisa Martin here, with David Nicholson. We are running one of the industry's largest, most important hybrid tech events this year with AWS and its enormous ecosystem of partners. We've been talking yesterday and today about the next decade and cloud innovation. We're pleased to welcome back one of our CUBE alumni, Alan Henson, the Vice President of Pariveda Solutions. Welcome back to the program. >> Thank you, glad to be here. >> So talk to us about what's going on at Pariveda. What are some of the things that you're focused on in the energy space? >> So for us, specifically, we're looking at energy as it's redefining itself, right? It's no longer just oil and gas. It's no longer just coal. It's renewable energies, it's carbon capture, it's retail energy, it's power generation. We're trying to understand as this energy industry redefines itself, how companies are starting to participate in there and how technologies are really helping them as they redefine their business models and go through their digital transformations. >> I was doing some reading that Amazon is already the largest purchaser of renewable energy in the world and will be 100% renewable energy by 2025. Talk to me about the partnership with AWS. >> So our partnership goes back quite a while. We were one of their early partners. We saw the early potential of AWS, jumped in both feet in the deep end, and we've had a wonderful partnership ever since. More recently over the last couple of three years, as they've really matured their definition of energy, we've been right there with them, partnering with them on a number of different projects across multiple industries and really getting excited about how they define their journey going forward in the energy industry. >> We're in such a state of flux right now. We have been for quite a while, but talk about the energy transition. What is that? Why now? Are we all ready? >> Ooh, great question. So the energy transition is really about us as a society, looking to new sources of energy over fossil fuels. 83% of the world's energy today comes from fossil fuels, about 30% from coal, a little over 50% from oil and gas itself. We as a world are looking at this as this is energy that can't continue to be our primary source. It has been a pivot-able source of energy getting us here. It is cheap, it is reliable, it is abundant. It's very good at what it does today. However, it's causing harm. So we need to address that. So what we're doing looking forward is helping companies understand what does it mean to be net zero? What does it mean to monitor and capture your carbon? What does it mean to transition your business model from a pure oil and gas play to one that's looking at new energies like carbon capture, like wind, like solar. So we're helping all of these companies go through that journey as they figure out those next steps. >> So where does Pariveda come into the picture? Take this down to the level of an engagement with an energy company. Who are the people that you parachute in? >> Sure. >> To engage with the customer? Well let's talk about oil and gas first. The most near-term best solution that we're seeing is really about operational excellence. How can I better run my business so I reduce my footprint? Am I having better maintenance to reduce accidental spills? Am I controlling my unexpected emissions, like flaring? How can I use technology to help me run my business better? Then we have companies in the retail energy, who are looking at their customer base who are purchasing large amounts of energy, who they themselves are striving to be net zero by 2050, 2060 and creating solutions for them so they can begin to capture their carbon solutions. So we typically parachute in a couple of different types of groups. Pariveda is both an advisory services firm and a technology services firm. So based upon where a company is in their journey, we may start more in the strategy space, working with the C-Suite. What does it mean to build and structure an organization to strategically go after this new energy space or perhaps they're focusing more on operational excellence. They're trying to figure out how to leverage technology and process, to run their business better, more cost effectively. More importantly, more ESG friendly. >> ESG is a big buzzword these days. You were talking about conversations at the C-Suite level? Has it always been there or is that something that with climate change and all the things going on, you think of, you know, Hurricane Ida, the drought in California and the fires, the flooding in Washington, is that something that is now more of a focus of the C-suite level? >> I think it has to be. Global warming first became mainstream back in the seventies, when we first started realizing there was going to be an impact from our use of fossil fuels. Originally, it wasn't quite sure the scientific data wasn't there necessarily to support it. But now we're starting to see that there is a climate change. Whether or not it's caused by fossil fuels is a debate for another day. But we are starting to see that. As a result, we're also starting to see a lot of pressures coming from various different areas of our world, the financial industry, wanting to become a lot more transparent about their investment holdings. Which means they're looking at their portfolio and choosing whether or not to put investment into capital projects, which is the heart of oil and gas companies. We're seeing social pressers, not just with campaigns and protests, but where people are choosing to work, the products they're choosing to buy, the brand that they're using to associate their identity. And that's also creating pressures for the C-Suite to start to pay attention because that impacts their whole pipeline of talent. So I think we're starting to see that because of those impacts becoming much more far reaching than just some scientific publications. >> Well, the focus on people is critical. You know, we talk about often people process technology, but the people focus is critical, especially since this has such, from an optics perspective, global visibility. >> Yes, people is critically important, not just from a talent acquisition, but also from a talent development perspective. These organizations are going to be going through some pretty dramatic changes. They're going to be leveraging technology they're already familiar with, perhaps some processes they're already familiar with, but they're ultimately moving into new industries, new competitive markets. So you need to not only be able to recruit the top talent by promoting an image that people can align to, but also be able to build that talent internally so that you can make them effective as you go through these business model transformations. >> You know, there's been a theme that we've seen just in the first full day today here at AWS re:invent. And that theme is that the AWS ecosystem is thriving and critical to the success of what AWS is developing. You've given a great example of an organization, your organization, that connects or bridges the divide between technology and the value that technology can bring. You said it at the outset, you're not going in and talking technology first, typically. It's, let's talk about strategy. Let's talk about people and culture, and then let's find the tools that are best suited to leverage to achieve the goals. Because you started talking about energy, and it's like, well, so which compute instance do I need for that, exactly? Somebody has to connect those dots. >> Absolutely. That's what I love about AWS. They offer a broad suite of services in their overall cloud infrastructure that allow you to start in multiple areas. Let's start with one of the very first projects that we got into that really focused on operational excellence and improving how the organization ran its business. This is a public reference, I'm going to go ahead and say it, we did work with AWS, partnering with them at ExxonMobil to help them redefine how they collaborate with their engineering procurement and construction companies. So this was a cloud platform that allowed them to change the way they interface with those vendors as they took on these large capital projects. We were able to take time out of the system, help that organization run more profitably, which allows them to invest in that new energy technology. Then we moved to retail energy where we've been looking at a large adoption in IOT technologies. That IOT capability of AWS allows organizations to monitor their infrastructure, understand how their equipment is performing, where carbon emissions might be occurring, or other greenhouse gases might be occurring, and bringing that in. Then you bring in the AL and ML stack capabilities. One of the leading ways of detecting emissions right now is image machine learning around emissions, looking at satellite photos to see if there are changes in the atmosphere where there might be a methane leak. So all these technologies work together to help us derive better answers for how to be a better energy company and how to be a more environmentally friendly corporation. >> What's the customer flywheel like? You know, often we talk with AWS there, they talk about really-- we start backwards. We start from the customer, we work forward, our customer obsession. We saw the NASCAR slides this morning of all the logos and I'm sure many more that didn't fit. But talk to me about the alignment between Pariveda, your focus on the customers, how they help you guys innovate and create new solutions, I imagine similar culturally to AWS. >> That's one of my favorite aspects about being a premier partner with AWS is the cultural alignment. We have a process that we call right to left faking. It's beginning with business outcomes before we ever look at the technology, ever start to design the solution, ever start to build that solution. Are we meeting the end user's needs, and where that culturally aligns with AWS is it aligns with their working backwards process where they sit with their primary end users and pick some point in the future and say, if I were to do a press release today, announcing the solution that we just built, what would it say? And then if I had questions, I wanted people to be able to find answers to the frequently asked questions. What would be in those frequently asked questions and what would those answers look like? So those two approaches to starting with the right to left business outcome focus helps us begin with the most important thing that we call "jobs to be done". So we're not working on a symptom, we're working on the actual problem. And that's where we've really aligned with AWS and our cultures have helped us focus on the most critical issues at hand. >> So we've talked a lot about energy and your affiliation with AWS in these efforts, but tell us a little more about Pariveda in terms of in a more broad sense. What's the history? >> Sure. >> Give us the pitch. >> Yeah, absolutely. Pariveda has been around for over 18 years. It started with a vision that our mission should be about developing people to their fullest potential. Start there and everything else will come. Since then, we've developed into both a strategy services firm and a technology services firm where we want to bring together what we consider to be the three primary components of an enterprise architecture. Basically business, product, technology, all wrapped around strategy. And so we want to focus on those areas when we use those to help deliver projects. So whether it's technology, whether we're helping travel and hospitality companies that you probably would recognize, or we're working with sports leagues to help rebrand, we're working in the agricultural industry to change how they capture data from equipment in the field. To working in the medical industry, redefining the way that doctors work with your patients by capturing your entire conversation for them. So they're spending less time translating their notes and instead evaluating their notes to ensure top quality health care, to working energy. So we're based in North America. We have ten offices in the U.S., one in Toronto. We're about 750 strong. And we are really focused on deliberate growth versus just exponential growth. >> Well the outcomes focus is absolutely critical, as you talked about earlier. For every organization, you know, one of the things that we learned during the last 22 months is that real-time data access is no longer a "nice to have". It's absolutely essential. But we're also seeing every company's becoming a data company, but they have to learn how. How can we work with technology partners like AWS, like Pariveda, to be able to capture the value that it -- unlock it quickly so that we can iterate and be able to deliver, especially in this interesting climate that we're in and pivot and pivot and pivot. So that outcomes focus that Pariveda has, is really critical for enabling businesses in every industry to be able to survive and thrive these days. >> You said it well, we agree with you completely. What we've designed at Pariveda is what we call the modern data enterprise, where it looks at the holistic vision of becoming a data company, everything from governance to technology choices, to how I structure my organization to have the right roles, the right leadership, the right executive support, and thinking about the full picture of delivering a successful data platform so that we can really focus on something that one of my mentees calls "data liquidity". It's the ability of a company to convert their data to value as quickly as possible. In order to do that, you have to come at it from multiple angles. >> You do, and that's a competitive differentiator these days. >> Yes, absolutely. It's more than just "Let me bring you a data link and hookup some data pipelines". Again, if that's where you start, you're probably not starting in the right place. We want to start with the end users. What questions are they answering? What jobs they trying to get done? And then moving back and say, well, what data do we need? And what form do we need and how do we present it to them so they can do their job extremely well and create their own competitive differentiation. >> Right. That's really critical. Last question is -- we have just a few seconds left here, Alan -- is so much announced today alone. This is, like David said, the first full day of coverage at re:invent, but from a visionary perspective, what are some of the things that we can expect to see from Pariveda as we finish the year 2021 and enter 2022? >> So let me speak a little selfishly to the energy. What you are going to see is us as an organization are going to work side-by-side with AWS energy to help shape the picture. What does it mean to be an energy company? As these industries start to converge, we're going to build more holistic platforms and more holistic approaches so organizations can figure out "How do I still do the business I need to do today to fund the business I need to so tomorrow?" And you're going to start to see us bringing better messaging to that on both strategy, technology, and product approaches. >> Awesome. Alan, thank you for joining David and me, talking about what's going on with power data, awesome approach. I love the people focus. Great stuff. >> Lisa, David, thank you for having me. >> Oh, our pleasure. For David Nicholson, I'm Lisa Martin. You're watching theCUBE, the global leader in live tech coverage. (upbeat music)
SUMMARY :
Welcome back to the program. So talk to us about to participate in there Talk to me about the partnership with AWS. in the energy industry. but talk about the energy transition. What does it mean to monitor Take this down to the What does it mean to build and of the C-suite level? the products they're choosing to buy, but the people focus is critical, They're going to be leveraging technology critical to the success that allowed them to change But talk to me about the and pick some point in the future and say, What's the history? to working energy. is no longer a "nice to have". to have the right roles, and that's a competitive starting in the right place. said, the first full day What does it mean to be an energy company? I love the people focus. the global leader in live tech coverage.
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Matt Hurst, AWS | AWS re:Invent 2020
>>From around the globe, it's the cube with digital coverage of AWS reinvent 2020 sponsored by Intel and AWS. >>Oh, welcome back to the cube. As we continue our coverage of AWS reinvent 2020, you know, I know you're familiar with Moneyball, the movie, Brad Pitt, starting as Billy Bean, the Oakland A's general manager, where the A's were all over data, right. With the Billy Bean approach, it was a very, uh, data driven approach to building his team and a very successful team. Well, AWS is taking that to an extraordinary level and with us to talk about that as Matt Hearst, who was the head of global sports marketing and communications at AWS and Matt, thanks for joining us here on the queue. >>John is my pleasure. Thanks so much for having me. You >>Bet. Um, now we've already heard from a couple of folks, NFL folks, uh, at re-invent, uh, about the virtual draft. Um, but for those of our viewers who maybe aren't up to speed on that, or having a chance to see, uh, what those folks had to say, uh, let's just talk about that as an opener, um, about your involvement with the NFL and particularly with, with the draft and, and what that announcement was all about. >>Sure. We, we saw, we've seen a great evolution with our work with the NFL over the past few years. And you mentioned during the infrastructure keynote where Michelle McKenna who's, the CIO for the NFL talks about how they were able to stage the 2020 virtual draft, which was the NFL is much most watched ever, uh, you know, over 55 million viewers over three days and how they were unable to do it without the help and the power of AWS, you know, utilizing AWS is reliability, scalability, security, and network connectivity, where they were able to manage thousands of live feeds to flow to the internet and go to ESPN, to airline. Um, but additionally, Jennifer LinkedIn, who's the SVP of player health and innovation at the NFL spoke during the machine learning keynote during reinvent. And she talked about how we're working with the NFL, uh, to co-develop the digital athlete, which is a computer simulation model of a football player that can replicate infinite scenarios in a game environment to help better foster and understanding of how to treat and rehabilitate injuries in the short term and in the long-term in the future, ultimately prevent, prevent and predict injuries. >>And they're using machine learning to be able to do that. So there's, those are just a couple of examples of, uh, what the NFL talked about during re-invent at a couple of keynotes, but we've seen this work with the NFL really evolve over the past few years, you know, starting with next gen stats. Those are the advanced statistics that, uh, brings a new level of entertainment to football fans. And what we really like to do, uh, with the NFL is to excite, educate, and innovate. And those stats really bring fans closer to the game to allow the broadcasters to go a little bit deeper, to educate the fans better. And we've seen some of those come to life through some of our ads, uh, featuring Deshaun Watson, Christian McCaffrey, um, these visually compelling statistics that, that come to life on screen. Um, and it's not just the NFL. AWS is doing this with some of the top sports leagues around the world, you know, powering F1 insights, Buddhist league, and match facts, six nations, rugby match stats, all of which utilize AWS technology to uncover advanced stats and really help educate and engage fans around the world in the sports that they love. >>Let's talk about that engagement with your different partners then, because you just touched on it. This is a wide array of avenues that you're exploring. You're in football, you're in soccer, you're in sailing, uh, you're uh, racing formula one and NASCAR, for example, all very different animals, right? In terms of their statistics and their data and of their fan interest, what fans ultimately want. So, um, maybe on a holistic basis first, how are you, uh, kind of filtering through your partner's needs and their fans needs and your capabilities and providing that kind of merger of capabilities with desires >>Sports, uh, for AWS and for Amazon are no different than any other industry. And we work backwards from the customer and what their needs are. You know, when we look at the sports partners and customers that we work with and why they're looking to AWS to help innovate and transform their sports, it's really the innovative technologies like machine learning, artificial intelligence, high performance computing, internet of things, for example, that are really transforming the sports world and some of the best teams and leagues that we've talked about, that you touched on, you know, formula one, NASCAR, NFL, Buena, Sligo, six nations, rugby, and so on and so forth are using AWS to really improve the athlete and the team performance transform how fans view and engage with sports and deliver these real-time advanced statistics to give fans, uh, more of that excitement that we're talking about. >>Let me give you a couple of examples on some of these innovative technologies that our customers are using. So the Seattle Seahawks, I built a data Lake on AWS to use it for talent, evaluation and acquisition to improve player health and recovery times, and also for their game planning. And another example is, you know, formula and we talk about the F1 insights, those advanced statistics, but they're also using AWS high-performance computing that helped develop the next generation race car, which will be introduced in the 2022 season. And by using AWS F1 was able to reduce the average time to run simulations by 70% to improve the car's aerodynamics, reducing the downforce loss and create more wheel to wheel racing, to bring about more excitement on the track. And a third example, similar to, uh, F1 using HPC is any of those team UK. So they compete in the America's cup, which is the oldest trophy in international sports. And endosteum UK is using an HPC environment running on Amazon, easy to spot instances to design its boat for the upcoming competition. And they're depending on this computational power on AWS needing 2000 to 3000 simulations to design the dimension of just a single boat. Um, and so the power of the cloud and the power of the AWS innovative technologies are really helping, uh, these teams and leagues and sports organizations around the world transform their sport. >>Well, let's go back. Uh, you mentioned the Seahawks, um, just as, uh, an example of maybe, uh, the kind of insights that that you're providing. Uh, let's pretend I'm there, there's an outstanding running back and his name's Matt Hearst and, uh, and he's at a, you know, a college let's just pretend in California someplace. Um, what kind of inputs, uh, are you now helping them? Uh, and what kind of insights are you trying to, are you helping them glean from those inputs that maybe they didn't have before? And how are they actually applying that then in terms of their player acquisition and thinking about draft, right player development, deciding whether Matt Hertz is a good fit for them, maybe John Wallace is a good fit for them. Um, but what are the kinds of, of, uh, what's that process look like? >>So the way that the Seahawks have built the data Lake, they built it on AWFs to really, as you talk about this talent, evaluation and acquisition, to understand how a player, you know, for example, a John Walls could fit into their scheme, you know, that, that taking this data and putting it in the data Lake and figuring out how it fits into their schemes is really important because you could find out that maybe you played, uh, two different positions in high school or college, and then that could transform into, into the schematics that they're running. Um, and try to find, I don't want to say a diamond in the rough, but maybe somebody that could fit better into their scheme than, uh, maybe the analysts or others could figure out. And that's all based on the power of data that they're using, not only for the talent evaluation and acquisition, but for game planning as well. >>And so the Seahawks building that data Lake is just one of those examples. Um, you know, when, when you talk about a player, health and safety, as well, just using the NFL as the example, too, with that digital athlete, working with them to co-develop that for that composite NFL player, um, where they're able to run those infinite scenarios to ultimately predict and prevent injury and using Amazon SageMaker and AWS machine learning to do so, it's super important, obviously with the Seahawks, for the future of that organization and the success that they, that they see and continue to see, and also for the future of football with the NFL, >>You know, um, Roger Goodell talks about innovation in the national football league. We hear other commissioners talking about the same thing. It's kind of a very popular buzz word right now is, is leagues look to, uh, ways to broaden their, their technological footprint in innovative ways. Again, popular to say, how exactly though, do you see AWS role in that with the national football league, for example, again, or maybe any other league in terms of inspiring innovation and getting them to perhaps look at things differently through different prisms than they might have before? >>I think, again, it's, it's working backwards from the customer and understanding their needs, right? We couldn't have predicted at the beginning of 2020, uh, that, you know, the NFL draft will be virtual. And so working closely with the NFL, how do we bring that to life? How do we make that successful, um, you know, working backwards from the NFL saying, Hey, we'd love to utilize your technology to improve Clare health and safety. How are we able to do that? Right. And using machine learning to do so. So the pace of innovation, these innovative technologies are very important, not only for us, but also for these, uh, leagues and teams that we work with, you know, using F1 is another example. Um, we talked about HPC and how they were able to, uh, run these simulations in the cloud to improve, uh, the race car and redesign the race car for the upcoming seasons. >>But, uh, F1 is also using Amazon SageMaker, um, to develop new F1 insights, to bring fans closer to the action on the track, and really understand through technology, these split-second decisions that these drivers are taking in every lap, every turn, when to pit, when not to pit things of that nature and using the power of the cloud and machine learning to really bring that to life. And one example of that, that we introduced this year with, with F1 was, um, the fastest driver insight and working F1, worked with the Amazon machine learning solutions lab to bring that to life and use a data-driven approach to determine the fastest driver, uh, over the last 40 years, relying on the years of historical data that they store in S3 and the ML algorithms that, that built between AWS and F1 data scientists to produce this result. So John, you and I could sit here and argue, you know, like, like two guys that really love F1 and say, I think Michael Schumacher is the fastest drivers. It's Lewis, Hamilton. Who's great. Well, it turned out it was a arts incentive, you know, and Schumacher was second. And, um, Hamilton's third and it's the power of this data and the technology that brings this to life. So we could still have a fun argument as fans around this, but we actually have a data-driven results through that to say, Hey, this is actually how it, how it ranked based on how everything works. >>You know, this being such a strange year, right? With COVID, uh, being rampant and, and the major influence that it has been in every walk of global life, but certainly in the American sports. Um, how has that factored into, in terms of the kinds of services that you're looking to provide or to help your partners provide in order to increase that fan engagement? Because as you've pointed out, ultimately at the end of the day, it's, it's about the consumer, right? The fan, and giving them info, they need at the time they want it, that they find useful. Um, but has this year been, um, put a different point on that for you? Just because so many eyeballs have been on the screen and not necessarily in person >>Yeah. T 20, 20 as, you know, a year, unlike any other, um, you know, in our lifetimes and hopefully going forward, you know, it's, it's not like that. Um, but we're able to understand that we can still bring fans closer to the sports that they love and working with, uh, these leagues, you know, we talk about NFL draft, but with formula one, we, uh, in the month of may developed the F1 Pro-Am deep racer event that featured F1 driver, uh, Daniel Ricardo, and test driver TA Sianna Calderon in this deep racer league and deep racers, a one 18th scale, fully autonomous car, um, that uses reinforcement learning, learning a type of machine learning. And so we had actual F1 driver and test driver racing against developers from all over the world. And technology is really playing a role in that evolution of F1. Um, but also giving fans a chance to go head to head against the Daniel Ricardo, which I don't know that anyone else could ever say that. >>Yeah, I raced against an F1 driver for head to head, you know, and doing that in the month of may really brought forth, not only an appreciation, I think for the drivers that were involved on the machine learning and the technology involved, but also for the developers on these split second decisions, these drivers have to make through an event like that. You know, it was, it was great and well received. And the drivers had a lot of fun there. Um, you know, and that is the national basketball association. The NBA played in the bubble, uh, down in Orlando, Florida, and we work with second spectrum. They run on AWS. And second spectrum is the official optical provider of the NBA and they provide Clippers court vision. So, uh, it's a mobile live streaming experience for LA Clippers fans that uses artificial intelligence and machine learning to visualize data through on-screen graphic overlays. >>And second spectrum was able to rely on, uh, AWS is reliability, connectivity, scalability, and move all of their equipment to the bubble in Orlando and still produce a great experience for the fans, um, by reducing any latency tied to video and data processing, um, they needed that low latency to encode and compress the media to transfer an edit with the overlays in seconds without losing quality. And they were able to rely on AWS to do that. So a couple of examples that even though 2020 was, uh, was a little different than we all expected it to be, um, of how we worked closely with our sports partners to still deliver, uh, an exceptional fan experience. >>So, um, I mean, first off you have probably the coolest job at AWS. I think it's so, uh, congratulations. I mean, it's just, it's fascinating. What's on your want to do less than in terms of 20, 21 and beyond and about what you don't do now, or, or what you would like to do better down the road, any one area in particular that you're looking at, >>You know, our, our strategy in sports is no different than any other industry. We want to work backwards from our customers to help solve business problems through innovation. Um, and I know we've talked about the NFL a few times, but taking them for, for another example, with the NFL draft, improving player health and safety, working closely with them, we're able to help the NFL advance the game both on and off the field. And that's how we look at doing that with all of our sports partners and really helping them transform their sport, uh, through our innovative technologies. And we're doing this in a variety of ways, uh, with a bunch of engaging content that people can really enjoy with the sports that they love, whether it's, you know, quick explainer videos, um, that are short two minute or less videos explaining what these insights are, these advanced stats. >>So when you see them on the screening and say, Oh yeah, I understand what that is at a, at a conceptual level or having blog posts from a will, Carlin who, uh, has a long storied history in six nations and in rugby or Rob Smedley, along story history and F1 writing blog posts to give fans deeper perspective as subject matter experts, or even for those that want to go deeper under the hood. We've worked with our teams to take a deeper look@howsomeofthesecometolifedetailingthetechnologyjourneyoftheseadvancedstatsthroughsomedeepdiveblogsandallofthiscanbefoundataws.com slash sports. So a lot of great rich content for, uh, for people to dig into >>Great stuff, indeed. Um, congratulations to you and your team, because you really are enriching the fan experience, which I am. One of, you know, hundreds of millions are enjoying that. So thanks for that great work. And we wish you all the continued success down the road here in 2021 and beyond. Thanks, Matt. Thanks so much, Sean.
SUMMARY :
From around the globe, it's the cube with digital coverage of AWS you know, I know you're familiar with Moneyball, the movie, Brad Pitt, Thanks so much for having me. speed on that, or having a chance to see, uh, what those folks had to say, uh, let's just talk about that how they were unable to do it without the help and the power of AWS, you know, utilizing AWS the NFL really evolve over the past few years, you know, starting with next gen stats. and providing that kind of merger of capabilities with desires some of the best teams and leagues that we've talked about, that you touched on, you know, formula one, And another example is, you know, formula and we talk about the F1 uh, and he's at a, you know, a college let's just pretend in California someplace. And that's all based on the power of data that they're using, that they see and continue to see, and also for the future of football with the NFL, how exactly though, do you see AWS role in that with the national football league, How do we make that successful, um, you know, working backwards from the NFL saying, of the cloud and machine learning to really bring that to life. in terms of the kinds of services that you're looking to provide or to help your the sports that they love and working with, uh, these leagues, you know, we talk about NFL draft, Yeah, I raced against an F1 driver for head to head, you know, and doing that in the month of may and still produce a great experience for the fans, um, by reducing any latency tied to video So, um, I mean, first off you have probably the coolest job at AWS. that they love, whether it's, you know, quick explainer videos, um, So when you see them on the screening and say, Oh yeah, I understand what that is at a, at a conceptual level Um, congratulations to you and your team, because you really are enriching
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Host Analysis | Kubecon + CloudNativeCon NA 2020
>>from around the globe. It's the Cube with coverage of Yukon and Cloud. Native Con North America 2020 Virtual brought to you by Red Hat The Cloud Native Computing Foundation and Ecosystem >>Partners Everyone welcome back to the cubes. Coverage of Coop con Cloud, native con North America 2020. Normally the Cuba's in person. But like the EU event, this is gonna be a remote virtual event. This is the Cube virtual. We are the Cube Virtual. This is a keynote and show review with our analysts and hosts Lisa Martin, GOP Scar and myself. Guys, welcome to the program. Lisa, Great to see you. You great to see you remotely. Thanks for coming on. >>Always great to be part of the Cuban acute virtual keeping us connected. >>So Coop Con Cloud Native cons November and I remember in 2016 the first Coop Con. That's when Hillary Clinton got defeated by Trump. And now this year the election's passed this time and, uh, Biden the winner. So, you know, election more good vibes this year in the community because everyone was kind of sad last time. So if you remember the first Cube con, it was in Seattle during that time, so that was important to kinda reminisce on. That other thing I want to bring up to you guys is the somber news of the passing of Dan Con who was the executive director of C N C F. He passed a few weeks ago on his home. It was illness and great legend. So we're gonna call that out, and there are thoughts and prayers. Go with the families. Condolences to his wife and kids. So what? I'm say, Dan. Godspeed. Funny dance story, Lisa. Yo, piece that I always always pronounce his name wrong on the queue was like, John, it's con, not Cohen. Okay. All right, Dan, Good to see you. Sorry, but a great guy friend to everyone And super great human being. So rest in peace. Okay. Que con, I >>think the big thing. >>This you wanna get your thoughts, you have to start with you, C and C F. What are they up to? Obviously remote. It's been a terrible year with the pandemic and all the disruptions on DCI change your thoughts on where they are now, this year. >>So you know, it's funny, even though it's remote. Even though reaching people, it's become harder. Uh, you know, we all have to deal with this from our you know, our living room, our office at home. But still, the C in C F is doing what it's been doing for a little while now. So instead of focusing on the technology part of RT world, there are focusing on you know, the community side of it. So they're fighting for inclusivity. They're fighting for diversity, for resilience in terms off their community. And they are really working on making the open source community more accessible, both for end user companies. A swell as offer developers thio enter the space, have their contribution and, you know, make sure that everyone can reap the full benefits off these open source products. >>You know, we talked to Priyanka Sharma and Stephen Augustus, and this was a big theme. There's there's been there's been a lot of engagement online, obviously, even though they have a remote platform, some people are thrilled with it. Some aren't. No one's ever happy these days. It's on the Web. It's always difficult, but the community been activated and a lot more diversity. I covered the big story around. You know, Master slave. The terminology now is gonna go main, you know, terminology and how that's gonna be safer. Also for diversity stem women in tech, This >>has been >>a big theme. I'd love to get your thoughts on that, because I think that's been a very positive thing. Uh, Lisa, you and I have been talking about this for years on the Cube around this diversity peace. What's your thoughts as well, like to get both your reactions on where this directions going. >>Yeah. You know, I think there's a number of things that have been catalyzed this year by the challenges that we've been through and the diversity pushed into the spotlight again. The spotlight is different, and it's really causing change for good. I think it's opening people's minds and perspective, as is, I think, this entire time, you know, it's for events like Yukon and all the other events that were normally getting a lot of airline miles for John and you were not getting. We're sitting at home with our in home studios, but at the same time, the engagement is increasing in every event, I imagine that the great Q. Khan and cognitive community that Dan Cohen has built is on Lee getting bigger and stronger, even though folks are physically separated. That's been just been my observation and something I felt from everything show I've covered every interview I've done that diversity is being raised now to a visibility level that we haven't seen in terms of a catalyzing action. >>You your reaction, Thio. >>No, I completely agree. And I want to add to that where you know, just like Lisa said. You know, we used to fly to these events. We were privileged and lucky to to be there to have the opportunity. But because everything is now digital and virtual, it opens the community up to so many other people who, for whatever reason, weren't able to join in person but are able to join virtually indigenously. So I think you know, even though there's a lot of downsides Thio to this pandemic, this is one of the, you know, the small nuggets of off seeing the sea NCF community opening up to a broader audience. >>Yeah, and that's a great point. You know, we aren't getting the airline miles we're getting Certainly the zoom and the cube mileage remote Lisa, because what's interesting you're saying is is that you know, we're getting more action with him coming in, doing some or hosting yourself, um, Eliana Gesu as well, Others. But we can get people more because remember, the people aren't we're not trying, but so aren't other people that were coming the big names, but also the fresh voices, the new names, names? We don't know yet. I think that's what we're seeing with the remote interviews is that it's one click away from being on the Cube now. So cute. Virtual is 24 73 65 we're gonna continue to do that. I think this is gonna change the makeup of the engagement in the conversation because you're gonna have mawr participation that's going to be highly accelerated. But also, these new voices are gonna bring a positive change. It might upset the hierarchy a little bit in the working groups at the top you, But you know they're open. I mean, I talked with Stephen Augustus. He's totally cool with this Chris, and I check is the same way he's like, Hey, bring on more people. This is the >>This is >>the vibe of the of the Lennox foundations always been. >>It's always been that way. And, you know, going back Teoh to the early open source events in Europe that I went to you. I started doing that as a teenager 15 years ago, and the vibe, you know, hasn't necessarily changed. The makeup of the audience certainly has changed right from it, being dominated by white males. It's totally opened up. And, you know, if we see that happening with the C N C F now as well, I think that's for you know, for the better. I think, um, our community, the i t community in the open source community need that resilience. Need all of those different perspectives from all of you know, different kinds of people from different walks of life with different histories. And I think that only makes the community stronger and more viable in the long run. I >>agree it's that >>open source needs. >>Sorry, it's not thought diversity that I think we're seeing even more now again. Just my perspective is just that the light that this challenging time is shining on, exposing things that are really opportunities and it's I think it's imperative to look at it in that way. But that thought diversity just opens up so many more opportunities that folks that are maybe a little bit more tunnel visioned aren't thinking of. But for businesses, thio and people Thio thrive and move forward and learn from this we need to be able Thio, take into consideration other concepts, other perspectives as we learn and grow. >>Yeah, that's a good point. You know, It was giving a a shout out to Dan Conn. And when I heard the news, I put a clip. One of my favorite clips over the interviews was really me kind of congratulating him on the success of C and C. I think it was, like two years ago or maybe last year. I forget, Um, but I >>was a >>critic of it ever initially, and I was publicly on the record on the Cube. Lisa, you remember, uh, with Stew, who's now having a great new career? Red hat Still and I were arguing, and I was saying, Stew, I think this is gonna fail, because if c. N. C F doesn't balance the end user peace with the logos that we're coming because remember, you about four years ago. It was like a NASCAR logo. Farmers like you know, it's like, you know, everything was like sponsored by Google this and then Amazon came in. You look at the sponsor list. It was like It's the who's who and cloud and now cloud native. It was the industry the entire industry was like, stacked up against reinvent. This is before Amazon made their move. I mean, uh, as your maid, they're moving for Google. Cloud kind of got their footing. So is essentially coop con against a W s. And I said, That's gonna fail, and I had to eat my words, and I did. It was rightfully so, But the balance, the balance between end user projects and vendor was very successful. And that's still plays out today. Lisa. This is important now because you said pandemic de ecosystem still needs to thrive, but there's no face to face anymore. >>What's the >>challenge? What's the opportunity there? I wanna put you on the spot. >>Sure. No, I think I think it's both challenging and opportunistic. I tend to look at it more from an opportunistic view. I think that it forced a lot of us, Even people like myself who worked from home a lot before, when I wasn't traveling for my marketing company or the Cube. You can really have very personal interactions. The people on Zoom and I found that it's connecting people in a deeper way than you even would get in the office. That's something that I actually really appreciate, how it has been an opportunity to really kind of expand relationships or toe open new doors that wouldn't be there if we were able to be studying together physically in person. And it's obviously changing. You know, all the vendors that we work with. It's very different to engage an audience when you are on Lee on camera, and it's something that, as we know, is we work with folks who haven't done it before. That's one of the things that I think a lot of the C suite I talked to Mrs is that opportunity Thio. You know, be on a stage and and be able to show your body language and your energy with your customers and your partners and your employees. But I actually do think that there is what we're doing through Zoom and and all these virtual platforms like the Cube virtual is well, we're opening up doors for a more intimate way that I think the conversations are more authentic. You know, people are have, like, three year old Discover occurs and they're running in the room when they're screaming behind that. That's how things are today. We're learning toe work with that, but we're also seeing people in a more human >>way. Containers Mitch, mainstream and shifting, left the role of security this year. What's your >>take? So I mean, if we're talking about security and nothing else, I think we're at a point where you know, the C N C. F has become mainstream. Its most popular products have become mainstream. Um, because if we're talking about security, there's, you know, not a lot left. And I say that with, you know, a little bit of sarcasm. I don't mean to offend anyone, but if I did, uh, I do apologize, but, you know, security. Even though it is super important again, it means that we have, you know, moved on from talking about kubernetes and and container Management, or we've moved on from storage. Um, it means that the technology part of the C N. C. F. Like the hard work has been done for 80%. We're now into the 20% where we're kind of, you know, dotting the I's and and making sure that we cover all of the bases. And so one of the news sandbox sandbox projects that has been accepted, I think, today even eyes certain Manager Thio to manage certificates Uh, you know, at scale, um, in an automated fashion. And I think that's, you know, 11 prime example of how security is becoming the theme and kind of the conversation at Yukon this year where, you know, we're again seeing that maturity come into play with even with sandbox projects now being able to help customers help end users with, you know, certificates which is, you know, in in the the macro picture a very specific, a very niche thing to be able to solve with open source software. But for every company, this is one of those vital, you know, kind of boilerplate security measures so that the, um the customer and all of their infrastructure remains safe. >>I think you what You're kind of really articulate, and there is the evolution of CNC off much to John Surprises. You said you thought in the very beginning that this wasn't gonna take off. It has. Clearly, Dan Cohen's left a great legacy there. But we're seeing the evolution of that. I do know John. Wanna ask because you did a lot of the interviews here. We've been talking for, what, nine months now on the Cube Virtual about the acceleration of transformation, of every business to go from that. Okay, how do we do this work in this in this weird environment? Keep the lights on. How do we actually be successful and actually become a thriving business? As things go forward, what are some of the things that you heard from the guests regarding? Kobe has an accelerator. >>Well, I think I think a couple of things. Good. Good question. I think it ranges. Right. So the new They had some news that they're trying to announce. Obviously, new survey certifications, K a security certification, new new tech radar support, diversity stats. You know, the normal stuff they do in the event, they gotta get the word out. So that was one thing I heard, but on the overall macro trend. You know, we saw the covert impact, and no >>one's >>afraid of it there. I mean, I think, you know, part of the legacy of these tech communities is they've been online. They're they're used to being online. So it's not a new thing. So I don't think that the work environment has been that much of a disruption to the people in the in the core community. Linux Foundation, for instance, had a great shot with Chris and a sticker on this. He's the CTO. He's been the CEO, brought a senior roles. Um, in fact, they're they're creating a template around C N C f. And then they're announced The Finn Finn Ops Foundation. Uh, Jr store meant, um, is an executive director. That's part of the new foundation. It's a practitioner community. So I think, um, teasing out the conversation is you're gonna see a template model of the C N. C f. Where you're going to see how groups work together. I think what cove? It has definitely shown in some of the things that you guys were saying around how people are gonna be more engaged, more diversity, more access. I >>think you're >>gonna start to see new social constructs emerge around distinct user groups. And I think this Finn ops Foundation is a tell sign around how groups of people going to start together, whether they're cube host coming together on Cube fans and cube alumni. I mean, let me think about the alumni that have been on the Cube. Lisa, you know Tim Hopkins, Sarah Novotny. Chelsie Hightower. Um, Dan Burns, Craig MK Lucky. I mean, we've had everybody on that's now Captain of the industry. So, um, way had capital one we've had, uh, you know, lift on. I mean, it's becoming a really tight knit. Everyone knows each other, and I think now they realize that they have a lot of, uh, power to infect change. And so when you're trying to affect change, um, that's a good thing, and people are pumped about. So I think the big focus was, um, CNC have a successful again. It's there's there's a somber note around Dan cons passing, but I think he had already moved on to a new position. So he was already passed the baton to management, But he did leave a mark, but I think there's Priyanka Sharma. She's doing a great job. People are upbeat and I think the theme is kubernetes. It happened. It's went next level, then it's going next level again and I think that's kind of what people really aren't saying is kind of the public secret, which is okay, this thing's going mainstream. Now you're gonna start to see it in, in, In commercial deployments. You're gonna start to see it scale into organizations. And that's not the cool kids or the Emerging Dev ops crowd. That's I t. So you know you know it's gonna happen is like, Hey, you know, I'm a nice guy, our developer. What is this? It has toe work. Well, that's the big I think I think people weren't talking about That's the most important story. >>I think another element to that John is the cultural shift. You know, we were talking when we talk about Dev ops who was think about speed and I talked to some folks who said, You know, it's it has to be the I T. Cultures on the business cultures coming together in a meaningful way to collaborate in a very new way. Thankfully, we have the technology to enable us to collaborate. But I think that's been another underlying thing that I've heard a lot through recent times. Is that that facilitator of of cultural change, which is always hard to dio? And there's a bit of a catalyst here for organizations to not just keep the lights on. But to be successful, going forward and and and find new ways of delighting their customers, >>we'll get the final word. I just want to say my big take away to the show is and we'll go down the line. I'll start Lisa in Europe, you could go is the usage of cloud and multi cloud is here. Everyone sees that. I think there's a financial aspect going on with security. You're gonna be tied in. I think you see new sets of services coming built on the foundation of the C N C F. But cloud and multi cloud is here. Multi cloud meeting edges. Well, that is definitely on everyone's radar. That was a big theme throughout the interview, so we'll see more of that. Lisa, your takeaways. >>Yeah, I would agree with that. And I think one of the biggest things that I hear consistently is the opportunities that have been uncovered, the the collaboration becoming tighter and folks having the opportunity to engage more with events like Coop Con and C and C F. Because of this virtual shift, I think there's only ah lot of positive things that we're going to stay to come. >>Yep. Yeah, my point of view is I mean, open source is validated completely right? It's a viable model to build around software. On the one hand, on the other hand, the C and C s role in making that open source community broadly accessible and inclusive is, I think, the biggest win Thio look back at at the last year. >>Well, I'm super excited for moving on to the next event. It's been great pleasure. Lisa. You you guys are great co host Virtual Cube. Thanks for participating. And we'll see you next time. Thank you. Okay, that's the cubes. Coverage of Coop con 2020 cloud Native con Virtual This the cube Virtual. We are the cube. Virtual. Thanks for watching
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It's the Cube with coverage of Yukon and You great to see you remotely. So if you remember the first Cube con, it was in Seattle during that time, This you wanna get your thoughts, you have to start with you, C and C F. What are they up to? So instead of focusing on the technology part of RT I covered the big story Uh, Lisa, you and I have been talking about this for years on the Cube around this diversity peace. I imagine that the great Q. Khan and cognitive community that Dan Cohen has built And I want to add to that where you know, just like Lisa said. I think that's what we're seeing with the remote interviews is that it's one and the vibe, you know, hasn't necessarily changed. Just my perspective is just that the light that this challenging time is shining on, congratulating him on the success of C and C. I think it was, like two years ago or maybe last year. the end user peace with the logos that we're coming because remember, you about four years ago. I wanna put you on the spot. That's one of the things that I think a lot of the C suite I talked to left the role of security this year. and kind of the conversation at Yukon this year where, you know, we're again seeing that maturity I think you what You're kind of really articulate, and there is the evolution of CNC You know, the normal stuff they do in the event, they gotta get the word out. I mean, I think, you know, part of the legacy of these tech communities is they've been And I think this Finn ops Foundation is a tell sign around how groups I think another element to that John is the cultural shift. I think you see new sets of services coming built on the foundation of the C N C And I think one of the biggest things that I hear consistently is the on the other hand, the C and C s role in making that open source community broadly accessible Coverage of Coop con 2020 cloud Native con Virtual This the cube Virtual.
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Pat Hurley, Acronis | Acronis Global Cyber Summit 2019
>>From Miami beach, Florida. It's the cube covering a Cronus global cyber summit 2019. Brought to you by Acronis. >>So Ron, welcome back to the keeps coverage of kronas cyber global cyber summit 2019. I'm John furrier here in Miami beach. Our next guest is Pat Hurley, vice president, general manager of the Americas in sales and customer relationships. Get Debbie Juan. Hey, thanks for having me. Welcome to Miami beach. Lovely place to have an event. So I hear ya. You got a lot of competition going on between the U S America's in the AMIA teens and it's very competitive group. >> The European team is very confident. I think we'll show them tomorrow what we're made of. We've been recruited very hard for some players that are Latin American. I think we'll show them a finger too. You've got a big soccer story there. We do. Yeah. We've, uh, we've got a few sports partnerships that we have across the globe. Uh, some of the first partnerships we had were actually within formula one. >>And we really try to correlate the story of the importance of, uh, data protection and cyber protection in the sporting industry because a lot of people don't think about the amount of data that's actually being generated in the space. A formula one car generates between, you know, two and three terabyte through three gigabytes of data on every lap, tons of telemetry devices that are kicked, collecting information from the car, from the road service, from the, the general environment. They're taking that data and then sending it back to the headquarter, analyzing it and making very small improvements to the car to make sure that they can qualify faster, run a faster lap, make the right type of angle into a turn, uh, which can really differentiate them from being, you know, first, second, third, 10th in a qualifying session. On the soccer side. We do have some partnerships with uh, arsenal, Manchester city, inter Milan, and we just signed a partnership as well with Liverpool. >>So we are very popping in that space here in the U S we have some other sports that we're big fans of. I'm personally a big Boston red Sox fan, being a Boston native and we do have a sports partnership with the red Sox, which has been an unbelievable partnership with them. And learning more about the use cases that they solve and using our technology has been really cool. >> You know, Patty, you bring up the sports thing and we were kidding before we on camera around the trading, you know how people do sports deals and they trade, you know, merchandise for consumer benefit or customer benefits. But really what is happening is sports teams encapsulate really the digital transformation in a nutshell because most sports franchises are, have been traditionally behind. But now with the consumerization of it and digital can go back to 2007 since the mobile phone. >>Really, I mean it's iPhone. Yeah. Since that time, sports and capsulates every aspect of it, consumer business fan experience. And it really has every, every, almost every element of what we see now as a global IOT problem opportunity. So it really encapsulates the use case of an integrated and and needed solution. Oh yeah, absolutely. I mean, if you think about the amount of data that's, that's out there today and the fast way that it's growing, you know, the explosion of, uh, of data in the, in the world today, sports have different unique challenges. So obviously they have large fan bases that need to be able to access the data and understand what's going on with their favorite sports teams. Um, for us it's really, you know, these technology partnerships that we have with these guys, it runs through all these different areas of, you know, in many cases we didn't really understand that they were using it for. >>So, you know, the red Sox for example, they've got Fenway park and iconic stadium, you know, the Mecca of baseball. If you haven't been there yet, I suggest all your viewers that they go and check it out, give me a call, we'll try and get you set up there. But, um, you know, the, the, the experience that the fans have there is all around their data experienced there. Right? And it's not just baseball games. It could be hockey games that Fenway park, it could be a concert that they're having. A phone buys a lot of different events. These stadiums are open year round and the ability to move, share access, protect the data in that stadium is really important to how they're functioning as an organization. We talked to their I-Team quite regularly about how they're using our solutions. They're talking about uh, different aspects of artificial intelligence, different ways they can use our products and machine learning. >>Obviously with the new solutions that we have in the market today around cybersecurity or helping them to address other challenges that they face. Um, as an organization, these are realtime challenges in their physical locations, national security issues, terrorist attacks could happen. There are venues, there are public gathering places too. Absolutely. We announced our partnership with them back in may and I was shocked to hear them on the main stage announcing that they had this great partnership with the Kronos was talking about their unique cyber security needs. They started talking about drone technology and I'm thinking, all right, a drone flies in the stadium. Maybe at breaks and it falls on a player and we're paying $20 million for one of these pitchers to be out there on the Hill or an interest, a fan or maybe they're collecting some video data to then share it out. >>And that's red Sox IP. No, they're talking about cybersecurity threats in the sense that a drone, a remotely controlled device could come in and lightened incendiary device in the, in the stadium and that to them as a real security server. And that's frontline for the it guys. That's what keeps them up at night. Yeah. And that's really an attack take time. Oh yeah, absolutely. What are the use cases that are coming out of some of your customers, cause you guys have a unique integrated solution with a platform as an end to end component too. You have a holistic view on data, which is interesting and unique. People are kind of figuring this out, but you guys are ahead of the game. What are some of the use cases that you've seen in the field with customers that highlight the benefits of taking a holistic view of the data? >>Yeah, absolutely. So we look at it as kind of backups dead, right? We have, we've combined the old world of backup and disaster recovery with the new world of cybersecurity and we combine that to a term we're calling cyber protection because it really requires an end to end solution and a lot of different things need to be working properly to prevent these attacks from happening. Uh, you need to be very proactive in how you're going about that. We address it with what we call 'em, the Kronos cyber platform. And what this is, is a unique, multi-tiered multi-tenant offering that's designed specifically for service providers. We have just under 6,000 servers, providers actively selling our cyber protection solutions today and they use this for are for a multiple different aspects. And usually the beachhead has something like backup. Every company needs backup. It's more of a commodity type solutions, a lot of different players in the game out there, but they take it a step further, use that same backup technology to then do disaster recovery. >>They can do files, they can share, they can do monitoring. We have notary solutions based on blockchain technologies. Now, this whole suite of cybersecurity solutions, all of this is with a single pane of glass, one platform that of a service provider can go in and work with their customers and make sure that their data is protected, make sure that their physical machines are virtual machines, they're PCs, their Macs are all protected, that data's protected, it's secure, but it's also accessible, which is an important part of you can take your data wrapping a nice bow buried a hundred feet underground, but then you can't use it, right? So you want to be able to make sure that you can actually, uh, leverage the technology there. Um, we've seen explosive growth, especially in, in my market. I think the numbers are pretty crazy. It's something like 90% of the market today in the U S has served in some capacity by a service provider. >>And this could be a small to medium size business that's served by local service fire to those really big guys that are out there. Let's on with how large your target audience, you mentioned search probably multiple times when you're out selling your target persona, your target audience, and you're trying to reach into, so we touch, everybody know, you equate it to kind of what we do with the red Sox, right? You walk into that city and the 38,000 people that, well, some of those people are just, you know, regular Joe's, right? They, they go to work every day. They have a computer at home, they have a mobile device. They probably have multiple mobile devices. We protect that for them. We call them a consumer. Slash. Prosumers. We work at a lot of very large retail organizations. If you walk into some of those shops today, you'll be able to see our software on a shelf there. >>You work with one of those tech squads where they're starting to attach services to it and you get more of a complete offering there. We then scale up a little bit further to some OEM providers. You work with companies like Honeywell and Emerson that are manufacturing devices that embed our software on there. They white label it and deliver it out. These are connected devices. You think about the, you know the, the explosion of IOT devices in the market today. We're protecting that stuff as well. We work with very large enterprises, so some of the, the major players that you see in the manufacturing space are standing up standardizing on Acronis process control process automation vendors are using our Chronis and we can deliver the solution because of the way it's so flexible in a very consumable way for them. Those enterprises can actually act as a service provider for their employees so we can actually take our technology, deploy the layer in their infrastructure where they have complete control. >>They might not want to be in an Uber cloud, they might not want to work with Chrome OS data center. They want to have and hold that data. They want to make sure it's on site. We enable that type of functionality and then the fastest growing area for us is what I hit on earlier within the service provider community. We're recruiting hundreds of service providers every quarter. We've got some great partners here. Give you an example of a service provider. You mentioned the red size, I'm assuming is that a vendor that might be working within that organization, but still it sounds like that's a supplier to the red Sox. How, how broad is that definition? It gives us many points. Yeah, it's a really good point. So we work with hosting providers. Look, can be regional hosting providers to multinational hosting providers. Some of the very big names that you've, you're probably familiar with. >>We work with, uh, we work with, uh, telco providers who work with ISV providers or sorry, ISP providers, um, kind of regional telco providers that provide a myriad of different services all the way down to your kind of local mom and pop type service providers where you've got a small business, maybe they've got 30 to 50 employees, they're servicing probably 200 to 300 customers and they want to provide a very secure, safe, easy to use complete solution to their customers. Uh, those could be focused on certain verticals so they could be focused on healthcare, financial services, construction, et cetera. Um, we have some that are very niche within like dental services or chiropractice offices, small regional doctor's offices. Uh, and the, the beauty of that, and I was getting the partners earlier, is we have partnerships with companies like ConnectWise where those are tools that service providers are using on a very daily basis. >>So essentially the platform gives you that range and that's the typical typical platform. So you have that broad horizontally scalable capability and the domain expertise either be what solution from you guys or can ISV or someone within your ecosystem is that they get that. Right? Absolutely. And that's what really differentiates us is our ability to integrate into that plat, into our platform, into their platform and make those connections. So you don't need to learn 12, 14, 15 different technologies. You've got a small suite of offerings in a single pane of glass, very easy to use, very intuitive. Um, the integrations that we have with these partners like ConnectWise, like Ingram micro, really differentiate us because what they do is they provide open API capabilities. They provide software development kits where these partners can go ahead and build it the way they want to sell it. >>You know, it's interesting when the cloud came out and as on premise has changed to a much more agile dev ops kind of mindset that forced it to think like a service provider. I think like an operating system, it's an operating environment basically. So that service provides an interesting angle and I want to get your thoughts on this because I think this is where you guys have such a unique opportunity to just integrate solution because you could get into anything and you got ISV to back that up. So I guess the question I would have is for that enterprise that's out there that's looking to refactor and replatform their entire operation, or it could be a large enterprise, it has a huge IOT opportunity or challenge or a service provider is looking at having a solution. What's the pitch that you would give me if I'm the one of those customers? >>Say, Hey Pat, what's the pitch? So you need a, you need a trusted provider that's been in the business for a number of years that understands the data protection and security markets that Kronos has that brand. We've been doing this for about 16 years. We were founded in Singapore, we're headquartered out of Switzerland and we've got a lot of really smart guys in the back room. Was building good technologies that our partners were able to use. Um, we look at it a lot of different ways. I mentioned our go to market across a lot of different verticals and a lot of different um, kind of routes for those. The way we deliver our solution. It provides the flexibility for an enterprise to a classic reseller to um, you know, a VAR or a service, right? It's delivering services. It can be delivered to those guys how they want to consume it. >>So as an example, we may work with a smaller service provider that doesn't have any colo capabilities. We provide data centers so they could have a very quick turnkey solution, allows them to get up and running with their business, selling backup within minutes to their customers. We can also work with very large enterprises where we can deliver the complete platform to them and then they have complete control over it. We sprinkle in some professional services to make sure that we're giving them the support that they need and then they're running the service for themselves. What we've really seen in terms of a trend is that a lot of these VARs, we have about 4,500 of them in North America and they're starting to look at their businesses differently. Say, I gotta adapt or die here. I gotta figure out what my next business model is. >>How am I going to be the next one that's in the news flash that says, Hey, they've been acquired, or Hey Thoma Bravo made a big investment in me. Right? They need to convert to this services business or Kronos enables that transformation to happen. I mean, I can see you guys really making money for channel partners because they want solutions. They want to touch the customer, they want to maybe add something they could bring into it or have high service gross profits around services. Absolutely. So, yeah, our solution is unique in the sense that allows partners to sell multiple offerings to, you're getting an additional layer of stickiness providing multiple solutions to a customer. You're using the same technology, so your it team is very familiar with what they're using on a daily basis. Um, you're reducing the amount of churn for your customers because you're selling so much additional there that they're really stuck with you. >>That's a good thing. Uh, and beyond that, your increasing ARPU, average revenue per user is a key metric that all of our partners are looking at. And these guys are owner operators, right? They're business owners. They're looking at the bottom line. I mean, it's interesting the operating leverage around the consistent platform just lowers, it gives them software economic model. They can get more profit over time as they make that investment look at at the end of the day, channel partners care about a couple things, money, profit and customer happiness. Absolutely. And it helps to have them want to have a lot of one offs and a lot of, you know, training, you know, anything complicated, anything confusing, anything that requires a lot of resources, they're not going to like a, it's also great to have events like this where you're able to, to press the flesh with these guys and, and being face to face and understand their real world challenges that they're dealing with on a daily basis. >>How has the sport's a solution set that you've been involved in? How has that changed the culture of Acronis? Is that, has that, has that changed as, you know, sports is fun. People love sports, they have real problems. It's a really great use case as well. How's that change the culture? It's been amazing. I, so one from a branding perspective, we are a lot more recognized, right? Um, the most important thing about these partnerships for us is that they're actually using the technology. So, you know, we've got the red Sox here with us today. We've got arsenal represented, we've got Williams, we've got Roush racing, we've got a NASCAR car back here. Um, they use our technology on a daily basis and for each one of them we solve different types of use cases. Whether it's sending them large amount of video data from an essence studio over to Fenway park, or if it's a scout out in the field that needs to send information back and their laptop crashes, how do they recover? >>A lot of these different use cases, you can call them right back to a small business owner. You don't have to be a multibillion dollar sports organization with the same challenge. Well, I'm smiling because we've been called the ESPN of tech to they bring our set. We do let the game day thing. We certainly could love to come join you in all these marquee events that you have. We'd love to have it. Yeah, so if you follow us on social, we're out there and that, that's a big part of it. You mentioned one of ours looking for what our partners looking for. They want a personal relationship too. A lot of that goes away with technology nowadays and being able to really generate that type of a, of a personal relationship. These partnerships enable that to happen and they're very anything, I don't know anything about cars. >>We started partnering with formula one. All of a sudden I know everything about 41 I go to these races. I tell everybody I don't know anything about cars and I ended up being the, the subject matter export for him over over the weekend. So we'd love to have you guys join us. We'd love all of our partners. They get more engaged in the sports aspect of it because for us, it really is something that, um, again, they're using us in real life scenarios. We're not paying to put a sticker on a car that's going 300 miles. It's not traveling as a real partnership. Exactly. Pat, congratulations on your success and good luck on people owning away the numbers. Congratulations. Thank you very much. Just the cube coverage here at the Chronis global cyber summit 2019 I'm John furry. More coverage after this short break.
SUMMARY :
Brought to you by Acronis. You got a lot of competition going on between the U S America's Uh, some of the first partnerships we had were They're taking that data and then sending it back to the headquarter, And learning more about the use cases that they solve and using You know, Patty, you bring up the sports thing and we were kidding before we on camera around the trading, that we have with these guys, it runs through all these different areas of, you know, in many cases we didn't really understand that they protect the data in that stadium is really important to how they're functioning as an organization. that they had this great partnership with the Kronos was talking about their unique cyber security needs. What are some of the use cases that you've seen in the field with customers that a lot of different players in the game out there, but they take it a step further, use that same backup technology to then that data's protected, it's secure, but it's also accessible, which is an important part of you can take your data wrapping a nice so we touch, everybody know, you equate it to kind of what we do with the red Sox, right? the major players that you see in the manufacturing space are standing up standardizing on Acronis process control Some of the very big names that you've, you're probably familiar with. maybe they've got 30 to 50 employees, they're servicing probably 200 to 300 customers and they want to provide a So essentially the platform gives you that range and that's the typical typical platform. What's the pitch that you would give It provides the flexibility for an enterprise to a classic reseller to We provide data centers so they could have a very quick turnkey solution, allows them to get up and running with their business, the customer, they want to maybe add something they could bring into it or have high service gross And it helps to have them want to have a lot of one offs and a lot of, you know, or if it's a scout out in the field that needs to send information back and their laptop crashes, We certainly could love to come join you in all these marquee events that you have. So we'd love to have you guys join us.
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Greg Karamitis, DraftKings | Actifio Data Driven 2019
>> from Boston, Massachusetts. It's the queue covering active eo 2019. Data driven you by activity. >> Welcome back to Boston, Everybody. Money >> belong here with my co host, a student of John >> Kerry's. Also here today You watching the Cuban leader and on the ground tech coverage. This is day one of active fio 19 data driven content Conference hashtag data driven 19 red cara minuses. Here is the senior vice president of fantasy Sports A draftkings Greg. Thanks for coming on. What a cool title. >> Yeah, it's It's, you know, I was joking with my wife. Anytime you could be working fantasy sports, it's a great place to be. Everybody's a little bit jealous. >> So the formula is easy, right? Offer big giant prizes and everybody comes And that's all there is suing. Anybody can come >> in. I just have the dream job right now. >> So hugely competitive market. You guys, you become the >> leader. We were in the radio. Check out your websites. I mean, take us through the draft kings and your ascendancy. How you got here? >> So, you know, company started in 2012 initially around sort of the major big American sports on DH. Then really a CZ. We started scale that we saw there was a huge consumer interest in the product players that would come on. We're very, very, very sticky. Um, and we've just been kind of, you know, pushing, pushing on growing that using these. So the initial founders are three former analyst. So come on. It's always been sort of a very analytically driven company. So they looked at what we were dealing with, and it was we had L TVs that were way higher than our cracks. So let's keep marketing and growing and growing and growing and finding out ways to offer a better product. So, over 2015 we did a major marketing blitz, blew up the company Absolutely huge. Um, and since then we've been just constantly innovating, adding new sports, adding new features on DH, adding ways toe on the product. And then even more recently, just about a year ago, we expanded also into online sports betting over New Jersey has that's become a legal product across the U. S. So it's been a great time to be at the company a lot of fun. >> What what was your first sport was like Amazon started in books and then, you know, scaled out what was your first sport. So it's actually the first sport was >> baseball because of the time that they actually launched. So is the middle of April. Sporting calendar is a little bit thin. Right then, so is it was baseball to start, and then once football season started, that's really when things take on >> 2015 is when you started the marketing blitz and I remember just here in the ads and it was just intense, like a while. This company's going for it. So you sort of took >> all the chips I went >> all in and it worked. Yeah, I mean, it's part of the, you know, the lifeblood of the company. It's We're a company that ends up being taking risks, but we take calculated risks. So at any given point, you sort of say, like, Hey, what is the what is the range of outcomes over here? We're not playing for second place. We want to be a market leader, so you have to take risks in order, be a market leader. So let's take calculated risks. Let's make sure we're not being insane, but you know we did the math. We figured out what? This is A This is a worthwhile shot. We pushed him for it. Andi really took off from their love to bet on >> sure things. Yeah, well, Greg, we know the people that play the fantasy for it feel that data is what differentiates whether they're going to live in, you know, winner lose. Talk to us a little bit about the data journey inside your business And how that helped differentiate draftkings in the market. Yes. So we think Death draftkings >> is one of the most analytically based companies in the, you know, definitely in the market, but also into sort of like General Cos right now we use our analytics platform to inform pretty much everything we dio on. Go to your point. You're joking. You know, it seems like fantasy sports is easy throughout some giant prizes there, and everything will take care of itself. You know, running a fantasy sports car company. If you throw out a contest that's too big, you lose a ton of money. There's a lot of asymmetric risk in the business where if we're right, we make a little bit more. But if we're wrong. We lose a ton very, very, very fast. So our ability to be very, very sound analytically is what allows us to sort of pushed the envelope and grow, grow, grow but not, you know, lose our heads along the way. You know, some of the fun of that is really, you know, when we first ran, I think one of the most game changing contest we ran was actually back in October of 2014. It was the very first millionaire maker contest I could still remember. It was Week five of the 2020 14 NFL season where we said, Hey, this it's crazy. We need crazy things that happen in order for it to work. But if we're on a $20 contest to enter with $1,000,000 top prize and 2,000,000 of total prizes, it could go viral, go absolutely crazy. And if it loses, here's how it'll losing. Here's how much will hurt us. It's a worthwhile risk. Let's go for it. So that sort of energy of, you know, doing discipline analysis and constantly sort of them. Taking the risk on the back of it is what allowed us to build >> up the brand value that you would have got out of that was sort of worth that risk in part anyway. And you wouldn't have to hurt presumably. >> Exactly. We knew our downside. As long as you know your downside, you're normally in a pretty good spot to take those risks. >> So where do you >> see this All going mean? So the company has grown. You're at this kind of critical mass now, Like we said, highly competitive, you know, knock down. You know, if you take your eye off the ball. So how do you guys keep this going? >> So we have a huge challenge ahead of us over the next couple of years, as sports betting becomes legal across the US, we need to make sure that we are one of the top competitors in that market. Sports betting in the US, we expect to be an absolutely enormous market. It will probably be significantly larger than the fantasy sports market in terms of absolute revenue and even, you know, on order of magnitude more competitive. So we need to be executing each step along the way a CZ markets open up. We need to be able to get into getting two market very, very fast. And that means our tech team needs to be working feverishly to make sure that we can hit the requirements that each legislator and each regulator puts on market entry in their state. We didn't mean making sure we're constantly figuring out what are the product elements that are absolutely critical for our for our users. Is it Maura around the live betting experiences that around the different markets that you offer? It's around pricing. And how do we find these things, these different lovers and told them to make sure that we're putting out a great product for users. And if we do that and throw a great product after users were pretty sure we can make you want >> to be one stop shopping presumably, right? I mean, all sports, right? But But then you've got these niche sports betting. I mean eggs, invest. Example. I could think of this horse racing. You know where it is alive. It's gonna video. It's got commentators on the ground that you know the business really well. Is >> that Is that the strategy to go sort of horizontal and so be a one stop shop or you >> gonna sort of pick your spots? What is the day to tell you? >> You know, I think we're constantly talking about it. One of the things that allowed our fantasy sports business to grow so fast was going a little bit more horizontal. So we offered Gulf in Mass at a time period when the primary competitors and the space vandal did not. On DH, we built that product into one of our largest sports. It's, you know, right up there with MLB in terms of the actual size that that comes in a Z have gone also horizontal, we pulled in other places, like NASCAR. Mm, a great sports that people are interested in. It gets more users into our platform. And honestly, if uses are interested in a product, we don't want them to have to go elsewhere. We want to be able to have the offerings that any sort of, you know, critical mass type environment is going toe is gonna have >> Well, it's that experience, right? Well, I like to shop in Amazon. You do, too, because I >> trusted. And it's the same user experience. So, Greg, one of things >> I'm hearing from you is something that everybody tries for, but it's really challenging that speed. How do you react that fast and move the company into new markets and new offerings and keep innovating? You know, culturally technology wise, you know, How does Draftkings do that? You know, I think a za company, you know, from really every single person that we recruit in higher We've been actually execution Aly disciplined throughout the company's history. It's It's something that our founders did a great job of instilling in the culture right at the gates. I mean, we've tried to foster all the way along the way, which is all the best strategies of the world. They're going to fail if you can't execute well and every single person down the company knows that. And we try to, you know, enable each person to be as autonomous as possible in their ability to execute their their portion of the business that allows us to move really, really, really fast. You know, we disseminate that responsibility quickly, and each leader and sort of each person knows what they have to do to execute. There's a high degree of accountability behind that, you know, I'd like to say there's some. There's some magic recipe that's, um, secret sauce, but it's a lot of just great people doing great work everyday. Well, Greg, you know it's any your competitors that they look at, You know, Boston's been been doing pretty well in Draftkings era, you know, for the last few years. ES o Boston's been a great market for us. We've expanded Conover here on DH. The sports teams have been fantastic, although the Bruins it was a little bit sad about Game seven over there, but it happens. >> So his m o be the flagship news that no, I wouldn't say >> that MLB was first, primarily just of the time of the year when we launched. NFL is always going to go, are not always going to be, but for the for the foreseeable future is the dominant US sport on will remain the dominant US for >> no reason. I mean, kids there watch MLB anymore. Maybe the maybe the playoffs and the games. It was a game. I think I'm some Father's day was like almost five hours long, you know, gets called. You can come in and out. But you know what some of the trends. You see soccer. Is that growing NFL? Obviously huge. Do you see so niche sports like lax coming on. >> So, uh, you know, starting point NFL has been huge. We actually launched a new product Ah, little over a year ago called Showdown, which allowed you start to do fantasy for a single game as opposed to the combination of games that's taken off fantastically because that's tapping into more of the I'm going to sit down and watch this game, and I would love to have a fantasy team on that on this game. That's really expanded the audience like that. That >> was genius because, look, if you're >> out of the running, it doesn't matter because I'm weak. On top of that N b A and NHL on fire. The embassy put out a great product is an actual sport league. You know, the Finals were great. You hate to see the injuries, but it was a great final. Siri's very competitive. The NHL Finals has been very, very competitive. Golf is growing phenomenally as a sport, way farm or interesting golf than I ever anticipated when I first started with the company and it's one of the most exciting things. When the Masters comes each year, every screen has turned to it and we see a huge player. Player number is kind of coming into that one. Beyond that, you know NASCAR. What's been interesting? NASCAR's been having a tough couple years, but the Truck series for us? We launched it this year and the trucks have been great. I don't know if you've watched NASCAR Trucks. They're wildly entertaining. Uh, you know, Emma, you got the big fighter. So every sport sort of has its moments. It's a matter of like picking those moments and figuring out how to make >> the most of them. Do you see boxing at all making a comeback? >> So we have thought about how to get boxing into a into a fantasy. We don't have it at the moment. We're putting a lot of thought into it, so we are actually seeing through. We've seen, you know, we've been in the M M A space and we've seen the growth out from there where that sports doing great and you look at places like Bela Tor. The Professional Fighters league is other leagues, and then boxing is the next step. There's a lot of interest there. I don't think they have the right products yet to be able to kind of engage with that extra way. So that's one of things we're working on. Also, you need a marquee fighter. You always need a marquee fighter. Kind of helped bring in the interest over on that side. So, um, be interesting to see with Taki on sort of the downside of his career. At this point on DH, Mayweather hasn't been fighting much. Will be interesting to see. Who's that next meeting with Adam. But >> I grew up in an era >> of Marquis fighters. What? They would fight, you know, they literally fight 6 70 times a year, you know, and you had used huge names on DSO, and then mm comes along and he's really hurt, >> but it feels like it's tryingto so to resuscitate. Yeah. I mean, I think these things could >> be a little bit cyclical. Like you get one Marquis fighter out there like so my wife, this Filipino. So I'm a huge backing out fan now way watch every fight. Even when we were living in remote locations that forces watching at weird hours. He's a type of athlete that could bring popularity of the sport. So if there was a major U. S. Fighter that gains that degree of sort of, you know that that degree of fame people will be into it, I think >> Do do do your analytics sort of have a probe into the activity at the at the fan level at the sports level, not just the fantasy level or the betting level? Is that a sort of ah ah predictor for you? Yet we >> see a lot of correlations between how many people play our sport are fantasy game, and how many people actually follow the underlying sport. Way can also see trends in terms of If I'm from Boston, I probably pick more patriots in my fantasy lineups than, uh, normal on DH. You can actually see that as people play different sports that you know, the number one Q. Be drafted in in Boston is almost always gonna be Tom Brady. And once you leave that you start seeing Aaron Rodgers pop up. Let's really, really fast. So you see these little micro trends where it's like you are still a sports fan of your local team in your local environment, but it manifest itself in the fantasy. >> So what you think that is? Do you think it's fan affinity >> or do you think it's just the sort of lack of knowledge out inside? You're sort of a circle of trust. >> I think it's probably a combination. I mean, I could say is, you know, following the Celtics in the mid to thousands, I knew the depth of the Celtics pension, how they would use their rotation better than anybody else, Probably better than anybody else in the coaches would probably disagree. But it's like I knew that James Posey was a huge value play on Saturday nights. I knew. I kind of with I feel the Eddie House nights. Uh, so, you know, on your local team, you probably know those players at the not the top top echelon All Stars, but the guy's right beneath. You know them a little bit better and probably more comfortable using >> what's your favorite sport. >> So my favorite sport, from a fantasy perspective, is I play all the basket. I play all football, played basketball just during play offs, and I played baseball. But baseball I'm strictly a fantasy player. I don't really follow the sport to play. I'm just playing fantasy. Okay, >> That's great. So, what do you think? The conference. Here. >> You have you Have you had any timeto interact? I know you were swamped after coming off the stage. >> You know, it looks like a great turnout over here. There's a lot of enthusiasm amongst them from people. I was a little bit late to the late to show up this morning, so I got a bit Swanson eager to go and be able to catch up a bit more. >> Okay, Well, Greg, thanks so much for coming on. The Cuba's great to have your every pleasure meeting you. >> All right, people. Right there. Still, when I >> was back with our next guest, John for it is also in the house. You wanted The Cube from active field data driven 19. Right back
SUMMARY :
Data driven you by activity. Welcome back to Boston, Everybody. Here is the senior vice president of fantasy Sports A draftkings Greg. Yeah, it's It's, you know, I was joking with my wife. So the formula is easy, right? You guys, you become the How you got here? So, you know, company started in 2012 initially around sort of the major big American sports So it's actually the first sport was So is the middle of April. So you sort of took Yeah, I mean, it's part of the, you know, the lifeblood what differentiates whether they're going to live in, you know, winner lose. You know, some of the fun of that is really, you know, And you wouldn't have to hurt presumably. As long as you know your downside, you're normally in a pretty good spot to take those risks. Like we said, highly competitive, you know, knock down. Is it Maura around the live betting experiences that around the different markets that you offer? It's got commentators on the ground that you know the business really One of the things that allowed our fantasy sports business to grow so fast was going a Well, I like to shop in Amazon. And it's the same user experience. And we try to, you know, enable each person to be as autonomous as possible in their ability to execute their the dominant US for you know, gets called. So, uh, you know, starting point NFL has been huge. Uh, you know, Do you see boxing at all making a comeback? you know, we've been in the M M A space and we've seen the growth out from there where that sports doing great and you look at They would fight, you know, they literally fight 6 70 times a year, you know, I mean, I think these things could So if there was a major U. S. Fighter that gains that degree of sort of, you know that that degree that you know, the number one Q. Be drafted in in Boston is almost always gonna be Tom Brady. or do you think it's just the sort of lack of knowledge out inside? I mean, I could say is, you know, following the Celtics in the mid to thousands, I don't really follow the sport to play. So, what do you think? You have you Have you had any timeto interact? I was a little bit late to the late to show up this morning, so I got a bit Swanson eager to go and be able The Cuba's great to have your every pleasure meeting you. Still, when I was back with our next guest, John for it is also in the house.
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Nik Kalyani, WhenHub & TryCrypto | DevNet Create 2019
(lively pop music) >> Live from Mountain View, California. It's the Cube covering DevNet Create 2019. Brought to you by Cisco. >> Okay welcome back everyone, we're here at day two coverage live of coverage at Mountain View, Cube coverage of Cisco's DevNet Create. I'm John Furrier, your host, where all the action is in the creation side of two communities, DevNet, Cisco developers and then the open cloud native world entrepreneurship coming together to create products. Our next guest is Nik Kalyani, co-founder of WhenHub and TryCrypto. He's a builder, he's a creator, he's an entrepreneur. Welcome to The Cube, thanks for coming on >> John, thanks for having me. >> You just gave a long talk so I'll let you breathe a little bit. You're an entrepreneur, you're an inventor, you see things early. You got a lot of your hands on lots of good stuff here. This is the perfect place for you to be giving talks and hanging out. >> Absolutely I love the fact that people are here to learn. They're here to find out about the new innovative things that they can experience hands-on. I just gave a workshop on smart contracts, on the blockchain and I loved the questions I got and the energy that's there. >> What sort of questions were you getting? What was the interest? Where are people going at it? Because networking's a supply chain problem you can almost imagine applying blockchain to networking constructs. >> Yeah absolutely, you know blockchain is one of those technologies that is misunderstood quite a bit and some of the questions I got really helped me, help reinforce that. Ultimately, what I was trying to do is make sure that people understand that blockchain is not a solution for everything. There are certain things where there are scenarios where there are multiple un-trusted parties where blockchain is great, but otherwise it's just a slow database. So you want to make sure that you use it in the right scenarios and supply chain is a very common example where it's used, especially private blockchains. >> If latency's not a concern blockchain might be a solution if other things line up. Great point, I'm glad you brought that up. I want to just ask you because your profile as a person you're a visionary, you see things early. The part of the show here that's interesting is it's not like there's this research kind of thinking, although researchers tends to think about the waves coming. It's about what's here and now and what's coming but it's also making things real and creating. So a lot of the conversations are fun, exploratory, discovery orientated but also there's a lot of reality kind of grounded in it. You know entrepreneurs make some mistakes if you're too early, you're misunderstood for a long time. It's got to be a little bit early at the right time, timing's everything. Talk about the dynamic of timing and building and creating with big waves that are coming. You got cloud, you got blockchain, you got AI, you got machine learning. Talk about this dynamic. >> Absolutely, yeah so timing is so important, especially when you have start-ups right? You could have the greatest technology and maybe the market's not ready for it and so yeah it fails. My first start up was like that. I created something that the market was not ready for but fortunately the stuff I'm working on the market is ready for. So I think one of the things that developers, engineers can do is really look at how not necessarily how a technology is being marketed but what the adoption rate is. If there are more people jumping on it, and a good way to look at that is to look at GitHub and see how many people are creating samples, boilerplates, how many people are writing blog posts et cetera. That I think is a better indicator of whether a technology is ready for prime time or if it's just all vaporware. >> Tell about what you're working on now you're working on some very interesting projects. Where are they? What's the status, size of the team, collaborative open source. What's going on? >> So I have two start-ups I'm working on. the first one is called WhenHub. So we have a product called Interface that allows anyone to be an expert on any topic, and promote themselves through the platform. And allows anyone who's looking for expertise on any topic to find them and then pay for them and do a video call, get their questions answered and the whole transaction is handled via blockchain with either our cryptocurrency or you can use Apple Pay or Google Pay. So we launched a few months ago, we have about 75,000 users, it's growing very fast. We are just at the point right now where we are trying to scale-up. Our crypto token is called WHEN token. It's listed on five different exchanges. So that's one thing. While building that product one thing became very clear to me. Mainstream users have a very challenging time with using anything blockchain or cryptocurrency related. And it's through no fault of theirs, the ecosystem has been created for developers by developers and the tools lack empathy for the users. And that lead me to create an open source project called TryCrypto. The mission is to create free open source content and tools to make blockchain and cryptocurrency more accessible to users. >> To mainstream not the killer dorks and the guys coding. >> Yeah we want it to be like non-technical folks >> Is it the wallet that's the problem or is it just overall too techy? >> You know what John, the very word wallet is the problem. (John laughs) Because it gives this idea that there's something within it. As we were talking earlier, you know about blockchain, there's nothing in a wallet. It's just a placeholder for all of your addresses, right? So in fact, I'm trying to solve that problem with a new tool I've created called Photoblock, where I use a photo and emoji's to replace that. Yes, wallets are problems. The fact that it requires you to have all these parts in place before you can do anything useful, that's a big problem also. People really need to step back and look at the user experience and say what are the friction points and how can we eliminate them and that needs to happen before blockchain and cryptocurrency can have mass adoption. >> Talk about the choice of smart contract language used. Ethereum which was the hottest development oriented the most traction. A lot of ICOs kind of watered that down, it's still under 300. Other ones are emerging, NEO, EO, a bunch of other ones. It seems to be kind of like a NASCAR race, one's in the lead, someone's coming up. How do you look at that marketplace as other developers start to kick the tires? As people start building these real-world apps is that important to have a selector? Does it matter? What's your thoughts on selection? >> That's a great question. I think going back to what I said about how to evaluate a technology. You can see that Ethereum is still continues to be the leader, by far. So while EO and other blockchains have what appears to be a lot of momentum, if you dig down below the surface you don't find as much. So I continue to remain a big fan of Ethereum. Which doesn't mean I don't care for the other blockchains but I find that right now Serenity and Ethereum are a good way to move forward. I think EO is also a good platform to build on but I think their developing tools need to reach some level of maturity. On Ethereum, the folks that have created the truffle stack, the truffle and ganache package, have done a great service for developers because they make them so simple and easy. Something like that needs to evolve. >> Yeah and your point earlier I think it's important to know for the developers out there don't confuse the protocol and the token selection on smart contracts with blockchain. Again, you don't have to anything on blockchain 'cause it's a slow database. You're doing smart contracts which doesn't really require a lot of overhead. I mean it's a contract, it does. You want to have it reliable, but you're not doing zillions of contracts per second. The IOPs are not that high. >> Yeah, actually smart contracts is also a very misunderstood term. In fact, someone asked me is it legal contracts or medical contracts, what is it? A smart contract is really just an application. A programming code that runs on the virtual machines on blockchain. They call it a contract because once it's out there it's immutable. Which means the rules are defined, known and fixed and can't be changed. So when you create a smart contract, really what you're doing is handling a very small amount of data that you want to persist forever that runs with some rules. >> And in a decentralized world, as we call it in our community, it's a digital handshake. You agreed that we would do this, there it is, it's un-hackable. What are the cool things you're working on? What else you got? Opensource project's awesome. You got a lot going on. Life's good. >> Life is good. As I mentioned, Photoblock is the thing that I'm really excited about. Another app that we are building is called Public Record. The problem we are solving there is that in areas where there is strife, or maybe there's dictators et cetera, sometimes when you have people who have photos of some crime occurring or some event occurring, they are reluctant to share it because it could be traced back and have adverse consequences. With Public Record we are building a smart contract driven blockchain app. Where you can just take a photo and it will push that photo on to IPFS. Which stands for the InterPlanetary File System, which is a decentralized file system. It will anonymize the photo. It will strip all the stuff that your camera puts on there like GPS, the camera model et cetera. It'll manipulate that photo and it will then put a hash of that on the blockchain and make it available by location. So you can go to any location look at all the photos that people have taken there that are completely anonymous and impossible to track back to the >> And what about tampering proof? You have origination data, you strip out the real origination data, that's really important for some of these countries where people get killed for sharing or trying to get the backdoor out of the country for political revolution or just simply I don't want anybody to know. How about tamper proof? >> It is, it's on IPFS, which is immutable file system. What we also do is we manipulate the colors and tones of the photo a little bit so it's impossible to even use AI to go back and reverse engineer and figure out who created the photo. The location, the time and the actual content of the photo is not tampered. So Public Record will do that. >> Just a little quick Q and A on your company. Did you do an ICO, did you finance it yourself? >> With WhenHub we did do an ICO, but it was at a time when the market was at its bare things so our ICO was moderately successful. In addition to the ICO funds, we are primarily funded by one of my co-founders, Scott Adams, the creator of the Dilbert comic strip. We are doing quite well. >> He's a cool guy to hang out with, huh? >> He is. >> Never a dull moment? >> Never a dull moment, I learn quite a bit. >> Congratulations. How do people find out how to hang out with you? You got some good things going on here. Where do you hang out? What do you do for fun? What events do you go to? What's going on with you? >> I'm on Twitter quite a bit. >> Say your Twitter handle. >> It's @techbubble. I'm there. I like to blog. on TryCrypto and also my own personal blog. I go to meet-up events here in Silicon Valley and I do make an effort to speak at least five to six conferences each year. >> Aim it forward. >> Yep. >> A lot more action going on in crypto and token economics not just from an ICO standpoint always been some negative scams out there and global fraud, but generally, blockchain and token economics is real and getting more traction and soon I think it will be clearer. Your thoughts on that, if you could share your perspective in terms of the opportunities around those two areas. >> Like any other new and exciting technology goes through the hype cycle, they've gone through that now. I think there's really two types of people in this ecosystem. The ones that are focused on the cryptocurrency and the pricing around it et cetera. But I'd really like to separate that from the blockchain aspect of it. Blockchain is a very real technology, it's a really different technology that the world has never seen before. Yes, it's very true that not everything is a good candidate for the blockchain. But there are many, many scenarios where there are multiple un-trusted parties that are excellent for blockchain. I think what needs to happen is persons in leadership position need to really evaluate: what are the scenarios where there are un-trusted entities involved? And limit their blockchain involvement, test pilots, all of that they're more likely to see more success. Versus just throwing blockchain into it, replace the database, 'cause that's guaranteed to be a fail. >> Nik, great to have you on. I totally agree with you. The team here we were in Puerto Rico, we've been in the Bahamas, we've been Toronto we've been to all the blockchain events. Consensus is coming up in New York. We might be there, May 14th. Patrick, getting ready to head down to New York. Maybe go down there. Great to have your perspective. Great to see the blockchain conversation coming in here as the emerging tech and the creation here at DevNet Create continues. Thanks for coming out. >> Thank you so much. I appreciate you having me here. >> More Cube coverage here coming live here at Mountain View after this short break. (pop music plays)
SUMMARY :
Brought to you by Cisco. Welcome to The Cube, thanks for coming on This is the perfect place for you and the energy that's there. to networking constructs. that is misunderstood quite a bit and some of the questions So a lot of the conversations are fun, exploratory, I created something that the market was not ready for What's the status, size of the team, And that lead me to create an and the guys coding. and that needs to happen before is that important to have a selector? I think going back to what I said don't confuse the protocol and the token selection on the virtual machines on blockchain. What are the cool things you're working on? As I mentioned, Photoblock is the thing the backdoor out of the country for political revolution of the photo a little bit so it's impossible to even use AI Did you do an ICO, did you finance it yourself? In addition to the ICO funds, we are primarily funded How do people find out how to hang out with you? and I do make an effort to speak in terms of the opportunities around those two areas. replace the database, 'cause that's guaranteed to be a fail. Nik, great to have you on. I appreciate you having me here. after this short break.
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Anthony Lye, NetApp & Tad Brockway, Microsoft | NetApp Insight 2018
>> Announcer: Live from Las Vegas, it's theCUBE, covering NetApp Insight 2018. Brought to you by NetApp. >> Welcome back to theCUBE, we're live at NetApp Insight 2018 from the Mandalay Bay, in Las Vegas, I'm Lisa Martin, my co-host for the day is Stu Miniman. We're welcoming back two distinguished alumni to theCUBE, we've got Anthony Lye SVP and GM of the Cloud BU at NetApp. Hey, Anthony, welcome back. >> Hello, thank you very much. >> Fresh from the keynote stage. And we've also got a Tad Brockway, the head of product Azure Storage, Media and Edge at Microsoft, Tad, welcome back. >> Yeah, thank you. >> So guys, this is day one, keynote this morning, it was standing room only, 5,000 plus people here, Jean English was on your CMO of NetApp and said, most ever customers and partners under one roof at NetApp. So that's exciting. Let's talk about partnerships. NetApp has been around 26 years and the slide of partners and sponsors this morning was like a NASCAR slide. Tell us Anthony, about what you guys are doing, and how you're evolving your relationship with Microsoft? >> Oh, I mean, I think of all the relationships, Microsoft is unique. Tad and I have worked together now for over a year. >> Yeah, yeah. >> And it's an engineering relationship. There is absolutely no doubt about it. We are doing things in Azure that nobody else has ever done. I think we sort of bring 26 years of NetApp experience to the infinite possibilities that Azure brings to its customers. It's transformation based on, very reliable infrastructure. So you get all the forward looking values of Azure, complemented by the 26 years of NetApp. >> Yeah, it's a great way to-- >> So a year ago, at this very event, NetApp Insight 2017, you announced some exciting things. One of them being Azure NetApp files. >> Anthony: Correct. >> Tell us about, a year later, where you are with that? I know McKesson, big brand in healthcare, they're going to be on stage tomorrow, give us a little bit of perspective about what that announcement has transformed into, one year in? >> Well, let me give you my perspective and then Tad, you should obviously give the view of Microsoft. For NetApp, it's given our customers confidence and confidence in their choice of public Cloud, that they now feel that Azure has distinct advantage in that it can land workloads that today currently run on NetApp. And they have the confidence that Microsoft has selected NetApp, that Microsoft will sell the service, Microsoft will support the service, Microsoft will build the service. I think we've also done something quite unique in the way the service is delivered. We could have just thrown up storage and said to customers, "You manage it." But I think together, we wanted to try and provide almost like dial tone, we just wanted storage to be there, and we wanted to give people performance guarantee. So they felt very comfortable picking a particular performance level with a particular workload. And that's not been done before. So, we're seeing fantastic results from customers, we have a backlog that's growing by the day, and customers who have been onboarded onto the system, have rave things to say about it. You'll hear from one of those customers tomorrow on stage with Tad and I. But Tad, how would you characterize the year? >> Yeah, sure. So, a lot of engineering effort, and that's the thing that makes this, customers don't care about how something is implemented, they care about the value that they get out of it. But it's because we've put so much effort into this across our companies, from an engineering standpoint, that there's nothing like this in the industry today. As we roll this out into Azure regions around the world, it is going to be a highly differentiated offering. And that's because fundamentally, what we're doing is, we're bringing Azure NetApp into Microsoft data centers, and we're wiring NetApp ONTAP directly into Azure. So we've worked together on the design for some advanced networking capability, all the way down to the switch level, where we have very low latency, very high throughput from the Azure Public Cloud, all of the infrastructure, all of the customers VMs, directly into ONTAP, very low latency, very high bandwidth. So all of the performance characteristics of ONTAP on-prem, and then bringing that into the Public Cloud. So you get really a no compromise transformation for your existing apps and you get the ability to provision that app volumes in a way that is fundamentally unique, it fits with the whole Cloud paradigm of being able to pay for your resources as you go, the democratization of IT so that individual business units can go provision volumes. So it really is Cloud paradigm plus all of the performance capabilities of ONTAP. >> I wonder if we can unpack that a little bit. When I think about Microsoft and NetApp, you both have really, it's called today Hybrid Multi Cloud. But Microsoft it's been given a lot of credit that it's got a strong Hybrid strategy. When I think back, I mean, Microsoft's always had storage as part of the Stack. If today, and Azure Stack, you've got Storage Spaces Direct, you've got a Cloud first strategy. So I want to be able to do the same thing in public Azure as when I'm building solutions, put it in the environment, can you help connect, where does that this ONTAP solution fit in there? Because, some people would say, "Well, come on Microsoft, "wouldn't you just build this with your own solutions?" Why do you turn to NetApp? >> So, it's true, I guess, the spirit, I think the spirit of what you're asking is, it's an observation that what brings our companies together is an appreciation for enterprise customers being able to do things on their terms. That involves customers taking existing IT workloads and then transforming them over to the cloud, as opposed to zeroing everything out and starting over, that's just not realistic. So, it's the strategy for Microsoft and the strategy for NetApp, and then our partnership together to meet customers where they are, help them evolve. So scenarios like Hybrid, they fit very nicely within that and Microsoft's portfolio with Azure Stack and some of the other things that we're doing there with Data Box, and so on. These are edge investments that are intended to extend the reach of Cloud into customer environments. And then to make it really easy for customers to take their existing assets, and then take advantage of the Cloud. That fits with the whole model of what we're doing with ONTAP as well. >> Anthony, we would love to hear your piece because there's NetApp pieces that are going into the Cloud but we see Microsoft, the Cloud is the starting point, we start in the public Cloud, and then that pushes out to the edge. >> Yeah, I think, I would make two points, I think, just to reinforce what Tad said, that there's just a technology that sits behind the file system that you cannot underestimate the importance of what Dave Hitz really started. I mean, ONTAP does things that no other file system can do. It manages the data in a very particular way, it allows us to run NFS and SMB protocols on the same volume for certain use cases. It has almost linear performance throughput characteristics. And we've been able to take that file system and then build intellectual property for certain workloads. So, NetApp is really the most commonly deployed platform for SAP. We are probably still the biggest platform for Oracle Database deployment, for MySQL deployment. So I think there's a technology, I think there is a sort of a history and legacy in Linux and open source based workloads, that we have an understanding of that adds to Microsoft. Now, the second point I would say is, I personally agree very much with Tad, but I think what you're going to see is IT will be redefined by Cloud. What I mean by that is, the Cloud will essentially establish the baseline and then push itself and it's sort of it's own access control lists, security models, those will end up getting pushed back to IT. So I think you're going to see a Cloud defined IT business as opposed to an IT defined Cloud. >> Yeah, I buy that. >> And I think there's just so much elegance and simplicity and scalability in Azure. Now, they had 25 years of watching everybody else make a mess of legacy IT, and now Azure is such a pure environment that it can extend, I think, and provide tons of value outside of Azure. >> So you guys mentioned, I think, Anthony, you mentioned when we kicked off, that this is really kind of an engineering partnership, when if we look at the history that both NetApp and Microsoft, have massive install basis of customers, customers that didn't start out in the digital era, obviously, customers that are born in that too. I'm curious, you mentioned about IT, from a joint selling standpoint, where are these conversations initiating? Are you talking with the IT folks? Are you going to the business folks who are having a more business outcomes led conversation? So Anthony, I will start with you? >> Well, so I would say, my favorite line about Cloud was, actually a line Marc Benioff quoted which was, what Clouds do is they democratize innovation. And if you think about that for a second, the environments that we grew up in, the big companies had a material advantage in their use of technology. The small companies couldn't afford to do it. You look at Azure now, and any single person on the planet can consume Azure. They don't need permission, in many cases, and ideas that would never get through the business case, can now be started on Azure. And there are so many great ideas and concepts that needed that sort of easy onboarding and services that, machine learning and artificial intelligence, there's a handful of companies that could buy that stuff themselves. Azure gives you access to all of that. So I think what's happening is that democratization has sort of infused more buyers. So what used to be a fairly linear process through the CIO has now been fractured. A lot of application developers are buying by themselves. Line of business people are funding project work sometimes without IT's knowledge. So for us, we wanted to make sure that we could allow traditional customers to extend to Azure, traditional customers to migrate to Azure, but we wanted to build a service that would appeal to the new Cloud buyer. To the application developer, to the data scientist. And I think we've done a very good job doing that. >> Yeah, no, I agree. I think, it's the combination of empowering folks to go do things to increase productivity at the individual business unit level, but then do that with technology that has taken decades of thousands of engineers to develop. This combination, there really is nothing like it in the industry, it's really unique. >> At lunch, I was talking to a couple of users here, and they were a little bit nervous, a little bit excited, going to go through some sort of Cloud certification. Cloud is an opportunity for a lot of people to scale up on new skill sets. I'm sure there's new certification. Can you talk a little bit about how you're helping customers move towards the future? >> Yeah, I think we've sort of, in many ways made, ONTAP, very much a relevant service in Azure and what we hope that means is for all of the people that have been very loyal to NetApp and to ONTAP that their skill set now translates into the Cloud compensations. One of the things we'll say, on stage tomorrow is, Microsoft and NetApp have worked together to create a certification that blends the best of what ONTAP can do for workloads, strategy and design with the wealth of services that Azure has. It's awesome to be onstage with Tad, we provide a critical service, but Microsoft has how many services now, in Azure? >> Tad: Oh, Gosh, hundreds. >> Hundreds and hundreds of services. And as a developer, I feel, you're like a kid in a candy store when you're in Azure, you can switch on almost anything and find services that will do incredible things that you could never get from IT. You could just never get those services. What Microsoft has is a scale so vast, I mean, how many data centers will you be at, by the end of the year? >> Well, we're in 54 regions today, and then each region has multiple data centers. >> Anthony: Hundreds. >> So anyway, we're all over the planet. >> So guys, we're out of time, but just really quickly, so we've seen this evolution, you guys have lived this evolution in the last year. The public preview is out for-- >> Azure NetApp files. >> Azure NetApp files, any Sneak Peek you can give us into what some of your customers are going to be saying tomorrow about the business outcomes like, reducing costs, or speed of transactions, that are going to be here tomorrow? >> You should get Brad up here from McKesson because he's awesome. Brad's been on point for it and I think, you'll hear from a customer tomorrow that they plan to bring the biggest enterprise workloads to Azure. I mean, I think when he names the applications, they are non-trivial applications that couldn't move, but now with Azure Netapp files can. I think he's also going to say that as well as benchmarking very well at the big workloads, we actually benchmark very well on the cost curve. That we can migrate workloads and give very good cost, I think characteristics as well as performance. So we've tried to give people that two dimensional flexibility. >> Well, that's going to be something not to miss. So if you're here at NetApp Insight, check it out, if you're not, watch it on their live stream. Tad, Anthony, thanks so much for joining-- >> Thank you, very much. >> Stu and me and sharing with us the momentum and the vision that you're now seeing manifest. We appreciate your time. >> Perfect, thank you. >> From Stu Miniman and I'm Lisa Martin, you're watching theCUBE Live from Las Vegas, NetApp Insight 2018, stick around we'll be back after a short break.
SUMMARY :
Brought to you by NetApp. in Las Vegas, I'm Lisa Martin, my co-host for the day the head of product Azure Storage, Media and Edge and the slide of partners and sponsors Tad and I have worked together now for over a year. that Azure brings to its customers. you announced some exciting things. and then Tad, you should obviously give So all of the performance characteristics of ONTAP on-prem, "wouldn't you just build this with your own solutions?" and some of the other things that we're doing there and then that pushes out to the edge. that sits behind the file system and now Azure is such a pure environment that it can extend, customers that didn't start out in the digital era, To the application developer, to the data scientist. of empowering folks to go do things to increase productivity and they were a little bit nervous, a little bit excited, One of the things we'll say, on stage tomorrow is, that you could never get from IT. and then each region has multiple data centers. you guys have lived this evolution in the last year. I think he's also going to say that Well, that's going to be something not to miss. and the vision that you're now seeing manifest. From Stu Miniman and I'm Lisa Martin,
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Riaz Raihan, Cisco | Cisco Live EU 2018
>> Announcer: Live from Barcelona, Spain it's The Cube. Covering Cisco Live 2018. Brought to you by Cisco, Veeam, and The Cube's ecosystem partner. >> Hey welcome back, everyone. This is The Cube live coverage here in Barcelona, Spain for Cisco Live 2018 in Europe. I'm John Furrier, the co-founder of SiliconANGLE co-host of The Cube with my co-host Stu Miniman. Our next guest is Riaz Raihan, who's the global VP and general manager of Cisco IoT, Internet of Things Division. Welcome to The Cube. >> Thank you, John. >> Great to see you. New to Cisco, IoT, I was commenting on the keynote to Stu today, I mean Cisco got it right ten years ago in their initial vision. And it's now happening in real time in front of our eyes. We see cars, we see connected people, we see connected everything. Everything's connected with an IP address or some connection point with power. That is IoT world, it's massive. You're in charge. Are you having fun yet? >> Absolutely. I mean, I joined in May last year, and I can tell you it's been an eventful eight and a half months. Cisco has a huge commitment to its IoT. They've made a massive investment, of people, of funds, and of intent. I mean, this is one of the top strategies for the company. Right from our CEO Chuck Robbins down, everyone's really committed to IoT. We've made a few important changes. We're making it real. And as you said, IoT today is ubiquitous. So it's very important for Cisco, as a leader in this field, to demonstrate that leadership, and I'm honored to be leading the charge. >> So define what's happening at Cisco. If you could put a stake in the ground right now, as someone who's coming in fresh, and, again, you've inherited a good position. As we say in the NASCAR business, whole position. What are you doing? How do you look at it and how would you explain Cisco's view of IoT, because everyone seems to have a different view of how they're attacking IoT. What's the strategy for Cisco? How are you going after it? >> You're right. I mean, IoT means different things to different people. But the one common thing is that it's very context-based. Right? IoT within the context of manufacturing, as an example, is different from within a context of roadways and transportation. So we've done a couple of things to get that context right. First of all, we've defined how we're going to go after the market. So we've got two platforms. We've got Jasper, which was acquired by Cisco, which is IoT for everything to do with cellular networks. So if you're on a public cellular network, Jasper is the platform you'll use. And then we've got Kinetic, which is our platform for IT and OT networks. So first we defined our strategy around product. Next, we've defined which industries we'll go after. And there's five key verticals that we've decided are crucial for Cisco. Number one is cities. We have full position in that. Number two is manufacturing. Number three is energy, which includes both oil and gas as well as utilities. Number four is transportation. That includes roadways as well as fleet. And number five is retail. So that's really our go-to market strategy. We are kind of focusing on specific use cases and specific industries. >> And you view the network, we were talking before we went on camera, there's certainly cloud, which is not competitive to you guys, or are they? But how do you, is the network more important than the edge, is the edge where the action is? Cause a device on the network technically is a device, it's a thing. The internet of things, people are things. Machines are things. >> Absolutely. >> John: So where is the edge, scent or does it matter? Your philosophy on this. >> So, you know, IoT, the "T" stands for "things." And everything is connected to something, right? And that's where the data's coming from. So whether it's a machine, whether it's a moving vehicle, whether it's a vending machine, or a side center, they're all things. Cisco has owned the network for a long time, right? And a lot of these things that we talk about are the last point of a network, and they're connected to some network in some capacity. So we approach IoT from the bottom up. We have, I believe, a great position to approach IoT from. We understand the network, we understand what's on the network, we've got visibility to the techs on the network, we have secured the network, and it gives us a great perspective on how to approach IoT. To your other point around cloud, we are not competitive at all with the cloud business. As a matter of fact, we are complementary. We work with all the big guys out there. We have figured out how best to work with them, because at the end of the day, their mission is to drive as much data to the cloud as possible. Our mission is to help extract data from difficult to extract places. So it's actually a pretty good marriage. >> And what's the best way to work with them? You said you've figured out the best way to work with the clouds, what is that best way? >> So you mentioned the edge. I think the edge is where we had to define clear rules of engagement. Our theory on the edge is that we will bring data, as I said, from difficult to extract places, and compute it at the edge, right? And then we'll actually transport it to wherever the customer wants it to go. And, as you heard in the keynotes today, we live in a multi-cloud world. Very few customers are with one cloud. They either have, you know, two more more of the big puppet cloud guys, or they have their own private clouds, or they have a combination thereof. So in that sense, we'll do all the edge compute, and then when the data has to be transferred or moved to the cloud, that's when we'll kind of help figure out what the customer wants to do, and then move it to where the customer wants it to be. >> So Riaz, your background's software, and I want you to give us a little bit of insight as to where we are with IoT today. Specifically, think about go to market and sales cycle. Some of the things I've heard is there's a lot of customers interested, but it's really early. And there's a lot of consultative activity there, it's not to the point where, you know, oh okay, you're this industry, this is the solution, let's shrink-wrap it and go sell it. So it takes a little bit longer. Where are we, how are we along that maturity cycle, and how does that fit into Cisco's selling model and partners? >> You're absolutely right, Stu. IoT is still very nascent. Customers are still trying to figure out not just how to do things, but what to do. And I think Cisco has a leadership role, because of our legacy and because of our brand, and frankly because of our top leadership. While I come from the software world, I recognize that Cisco has had great leadership in the networking area, great leadership in security, and great leadership in software. We are transitioning into becoming a software company, we've had great strength in software, our CEO has often said that 80% plus of our engineers are software engineers. With that said, what we are doing for customers is we are helping define what we call "industry solutions." Let me give you an example. If you're talking to a manufacturing customer, who's trying to connect a number of their machines, both green field and brown field, to sensors, these are actual devices that we partner with and that we install for customers, and then extract data from those sensors onto an edge compute device, there's software involved, but equally there's networking hardware involved in making this happen. And then there's of course virtualization and connection to the cloud, as we just talked about. So to make all that, to make that value chain come to life, we are doing two things. Number one, we are defining what that data flow looks like, and number two, we are defining for the customer what the end-to-end solution looks like, because we think that's critical. And in all the verticals that I've mentioned, we've actually gone down to the level of use case. So if you look at manufacturing, to stick with that example, we have got a use case for equipment health monitoring, we've got a use case for energy monitoring, we've got a use case for track and trace, and each use case has a combination of software, networking, hardware, security, and services. So Cisco's taking a leadership position in defining that, by industry. >> So, you mentioned Kinetic was an acquisition? No, no, Jasper was. >> Riaz: Jasper was, yes. >> Okay, Kinetic was for IT OT, information technology and operational technology. We've reported, and we've observed, the culture clash between OT and IT. OT guys, they're like IT, get out of my face, I don't want an IT connection anywhere near my hardened system. Usually around industrial IoT. How is Cisco bringing those worlds together? 'Cause it feels like dev ops again, is it a collision, is it smooth? Your view? Does it matter? How are you seeing that? >> It's evolving. Going back to Jasper, which Cisco acquired a couple of years ago. And by the way, a very successful acquisition, the device growth has grown from about 20 million devices to 60 billion plus today, in just over eighteen months, and continues to grow rapidly. Jasper, most of Jasper's go-to-market motion was focused at the business user. What you would call OT. Jasper, one of the big verticals in Jasper is the connected car. All of the big, they do a lot of different verticals, they empower a lot of different industries, and anything to do with cellular IOT is served by Jasper. >> And that's mostly sensors. >> Riaz: That's mostly sensors. >> So you're saying, the OT's kind of covered with the Jasper side. >> Riaz: Yeah, yeah. >> So you win at both sides. >> Yeah, we have a lot of OT coverage with Jasper. And there's a lot of great skills that Jasper brought into Cisco. It's not just the technology and the massive user base, there's a lot of great skills as well. Now, coming to Kinetic, this one's interesting, because when we've worked with, going back to manufacturing as an example, we have to work with the OT guys. This is a good thing for Cisco, 'cause it gives us a completely new set of buyers in the corporate world to interact with, and by definition we're actually bringing IT into a lot of these OT conversations. Now, some of them - >> Well they've got the data, too. You've got to bring it back home, right? >> Yeah, but there's also minor other things like security to deal with, right? So we've got to kind of bridge that gap, and OT and IT are kind of playing a big role in defining that. >> You mentioned the key word that I'm surprised it took us so long to get to. Security. Talk about the ever-expanding attack radius. In the keynote this morning they talked about all the new agents are in there, IoT's huge risk out there. What's Cisco's role there, what's the ecosystem partner? How does Cisco maintain a leadership position in this place? >> So let me start by saying something that could be quite sobering. IoT devices are some of the most hackable devices on the planet, right? Research study after research study bears this out. That said, Cisco's point of view is very simple. Security is something we start with, it is not an afterthought. So to that end, we have integrated security into our strategy, but more importantly into our products. Let me give you two examples. Jasper is one of the most secure IoT platforms on the planet, if not the most secure. Jasper is delivered through our service provider network, that we call JPO, so Jasper Partner Operators. In the US it happens to be AT&T, globally we've got about fifty partners to do this. And we work with them to make that rock solid and robust. We also offer additional security offerings on top of what comes with Jasper. Now, coming to the OT IT side, that's a big challenge as well. If you guys had gone to the Walder Solutions, which you probably did, you would have seen that we have a specific offering called IoT Tech Defense. We take this very seriously. We've baked this into our architecture right when are designing the starter solutions, and then we also stress test our solutions as those solutions grow. >> I can see the OT being very secure, end-to-end, enclosed, I should say first licensed spectrum with cellular, and then an end-to-end endpoint. Cool, I can lock that down. Here's the problem. A wifi device as a light bulb, it's got a computer in it, it's got multi-threaded processes, I mean computers are this big. That's going to require a policy on the network. It's an IP device. This is where the threat factor is. This is an area you guys can help. So this is more on the IT side, because that wifi light bulb in my house, which has processes, could be hacked, and actually spawn a lot of malware from there. So how do you take that dumb device, that wants to be a little bit smart, that's too smart right now with all this processing power? >> Too smart and - >> I mean it's a dumb device, all it needs to do is just flash lights, it's got to be on and off. You know what I'm saying? So when is that going to be throttled back? Can you guys help with the network layer? >> You know, we recognize the volatibility of some of these devices, and as David Goeckeler mentioned in his keynote today, security for us is a massive business, but it's also something we think about constantly. Like, going back to your example, what we can bring is the IT security depth that we have. Whether it's wifi, a wired connection, or a combination thereof. I think we've got the network chops and the security chops to secure those devices, and we're doing that. The important thing is we're doing that, baking it into our project strategy. >> I just want to get philosophical for a second with you, because it's a great conversation and IoT's certainly important. Let's kind of zoom out, kind of go in the clouds a little bit, no pun intended, and look down at the industry. Architecturally there's a debate, and we've said that the data center's going to get shrunk down so small that the edge device is going to be a data center some day. How do you see that? Because that changes the data equation, we all know the cost of moving data around the network. So ultimately you have to have a lot of compute at the edge. Your thoughts? How does that play out architecturally, how should customers grok that and think about it? Is it too early? >> So I've seen a shift happening in this as recently as the last twelve months. The emphasis on edge, I know it's very topical, it's been in the business press for a long time, but I think if you look at the ground reality, it is true. A lot of the data consumed by customers today is consumed very close to the point of generation. A classic industry that does this repeatedly is manufacturing. One of the studies indicated that almost 72% of the data generated on the shop floor in an IoT context is consumed in the shop floor. So a lot, a lot of this is going to the cloud. There's other industries, but a lot of data is going to the cloud. But the reality is the edge is getting more and more important. Compute, as you said, is going to the edge. This is trend we'll see, that will continue to happen. It's not going to lessen, it's probably going to deepen. And from Cisco's perspective, I think we're well-positioned to take advantage of this, and to serve our customers as this trend evolves. >> Awesome. Well, so much. Thanks so much for spending the time with The Cube. We really appreciate it. It's illuminating for the folks watching. What's your mission as you head up the division? What's your marching orders to the troops? Honestly, you've got to look at it and reign things in, double down where it's working, and evolve with this wave that's coming, that's here. You've got decentralized apps down, out in the road. You've got immutable block chain entries potentially. Crazy stuff happening. How do you look at this? How do you motivate the team? What's your marching orders? What are your top goals? >> So we've got three key objectives, right? Number one, we want to get to a billion connected devices. And Jasper is really helping drive that charge. We're at 60+ million, growing to a hundred million in this calendar year. We want to get to a billion, because once you get to that level of scale, you become the de facto standard in many ways. So that's number one. Number two, on the Kinetic side, we want it to be ubiquitous. We want to have Kinetic in all of those industries that I've mentioned, and then some. We want to own the use case. And number three, we want to make sure that we're leading with IoT and helping drive great growth for the company, 'cause that's Cisco's number one imperative. >> Awesome. Riaz, thanks so much for coming on The Cube. Great conversation about IoT. Great thought leadership at the helm at IoT. A confusing but massively growing opportunity. It's a connected world, this is what we live in today, it's pervasive and software's going to be running it, and it's going to be secure. And of course The Cube's breaking it down for you here, we are secured in Barcelona with The Cube, I'm John Furrier, Stu Miniman, back with more live coverage after this short break. (upbeat techno music)
SUMMARY :
Brought to you by Cisco, Veeam, Welcome to The Cube. New to Cisco, IoT, I was commenting on the keynote and I'm honored to be leading the charge. How do you look at it and how would you explain I mean, IoT means different things to different people. is the edge where the action is? John: So where is the edge, scent or does it matter? And everything is connected to something, right? and compute it at the edge, right? it's not to the point where, you know, and connection to the cloud, as we just talked about. So, you mentioned Kinetic was an acquisition? How are you seeing that? and anything to do with cellular IOT So you're saying, the OT's kind of covered It's not just the technology and the massive user base, You've got to bring it back home, right? and OT and IT are kind of playing In the keynote this morning they talked about So to that end, we have integrated security So how do you take that dumb device, it's got to be on and off. and the security chops to secure those devices, that the edge device is going to be a data center some day. So a lot, a lot of this is going to the cloud. Thanks so much for spending the time with The Cube. And Jasper is really helping drive that charge. and it's going to be secure.
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Werner Vogels Keynote Analysis | AWS re:Invent
>> Announcer: Live from Las Vegas, it's theCUBE. Covering AWS re:Invent 2017. Presented by AWS, Intel, and our ecosystem of partners. >> Hello and welcome to day three of exclusive CUBE coverage here at Las Vegas for live coverage of AWS re:Invent 2017. This is theCUBE's fifth year covering AWS re:Invent, and what a transformation it's been. Rocket ship growth. They got the tiger by the tail Full speed ahead. They're not looking in the rearview mirror. This is the mojo of Amazon Web Services. They're kicking ass and taking names, as we say here in theCUBE. But really, they're changing the game. A lot of game changing announcements, architectural rehab for engineering. Reimagining the future is really what they want, and they're trying to be everything to everyone. And, of course, that's always hard to do. I'm John Furrier with Stu Miniman on our kick off of day three. Breaking down Werner Vogel's keynote as well as kind of a review of what's been going on for the past few days. There is a lot of signal here. There's almost a noise around the signal meaning there is so much good content that it's really hard to get a hold of Stu. Great to kick it off day three. Rested. Didn't go out late last night. Went to bed by 10. I know you stayed out to three in the morning, but... >> Hoping my voice can hold out for another day in Vegas. John, good to see you, and I'm really excited. 3,951 announcements since the first re:Invent. We're going to go through every one of them. No, no, no. Werner Vogel. It was interesting because he's like, Oh, we've been told ahead of time, it's not going to be announcement heavy. Of course, there's some really awesome announcements. I hate we sound like fanboys sometimes, but you know, Alexa for business, the serverless marketplace. Some really good segments from Netflix, they were just talking about iRobot. Somebody who I had on theCUBE earlier this year. But Werner really kind of stepping back. Some people are like, what is this, a kinda computer science 101? But no, here's how you architect the future. Here's how Amazon's going to fit everything from how voice is going to be a major interface to a theme that I've really liked we've been covering for a number of years. The digital future is not robots taking over the world, but how do I take people and technology, put them together to really create that explosive future? 'Cause even the things like machine learning, the things that I've been talking to the people who are really in this environment is how are we going to train the people that are gonna put these things together? It's not just something that runs off by itself. >> And we had Sanjay Poonen who is the CEO, COO of VM Ware. Not CEO, that's Pat Gelsinger. But he kind of pointed out something that I wanna bring up here, which is Andy Jassy and the team at Amazon are highly competent, and they're executing. But, Stu, they're not just executing on the technical prowess, they're kicking ass on the technology. Certainly, I want to have a longer conversation with you about that. But they're really hitting some real high notes on societal change. So, if you look at what Amazon enables both at the startup level and the business transformation, even in the public sector with Teresa Carlson, who we'll have on later, they're enabling a new way to reimagine how to solve problems that never could be solved before. Two, they're kind of on the right vectors, and it's causing some competitive ripples. Just today in the news, you can see stories out there in the Wall Street Journal and other places where Apple is part of Stamford University to solve heart disease with the iWatch. Google's folding nest back into the hardware division as pressure because their playbook's not working because Amazon's kicking their ass on Alexa and you got Siri. So, Google's fumbling on that point. They're trying to figure it out. So, you're seeing the forces start to line up in this new era of competing on value, competing on software, competing on community and open source. Amazon has the right formula. If they keep this up, Microsoft and Google will not be able to catch them. And that is so obvious. So, until Amazon makes a misfire, which they have not yet, they experiment, but their solid track record, we're gonna call it as we see it. But calling balls and strikes right now on the cloud game, there is not even a close second place. >> Yes, so John, I've been searching for a word. We used to talk about a platform that you built or the marketplace or the ecosystem that we have around here. Amazon is enabling new things. The new AWS marketplace enabling anyone really to go in there, really could do for cloud and technology what Amazon.com helped do for retail and business. You know, I say, look, not every single one of the features that Amazon had is leaps and bounds ahead of what a Google or Microsoft has. I know you've done lots of reporting on the machine learning and everything happening, even Facebook and the like, going in there. But Amazon absolutely is in a class by itself and it's still, in our fifth year coming here, they impress and they continue to keep us-- >> Stu, let's dissect the competition. Let's lay it all out. To me, the top three are no doubt Amazon and then, way distance second place, Microsoft, and then, third on technology and then kind of, clustered like a bunch of Nascar clusters all trying to figure out what to do, is Oracle, IBM, and everybody else. >> Hold on, you didn't mention Google. You didn't mention Alibaba. >> I mean, sorry, Google would be third, Alibaba would be fourth. But their US presence, they're number four by sheer China volume, but Amazon's business in China's growing. They just cut a deal with China so we're gonna see that play out, we'll see. But Alibaba is a force to be reckoned with, as well as Tencent and Baidu and all those other platforms. But here's the deal, you can't be a pure play anymore. Look at Google, the search engine business, they're milking that cow dry, but the thing is that the business is shifting. So, I think Google, of all the competitors, probably has the best chance to accelerate because I think innovation has to be at the heart of that accelerated leadership position. Two, culture. The culture of solving not just tech problems, Stu. And this is where Amazon, no one's really unpacked this, is that if you look at Intel, for instance, they always have great tech, and they always do good things. Amazon is kind of doing the same thing. They're solving societal problems, but they're kicking ass on the business front. Google has that DNA. It's just not organized into the machinery. >> Yeah, I mean, John, we know Google has amazing technology, really good talent. We think Google spanner, oh my God, that's amazing. The thing we say is there's things that Google comes out with, and it's like, Wow, this is really cool. I really need to think about a while how can I do it. As opposed to most of the announcements you hear. In the sessions, people are like, Oh my God, I can't believe Amazon did this. I can immediately take this. I can change the way I'm doing something. I can increase my Codility. I can make my, how I just do my entire business different, better. >> Yeah, and so, Stu, I bring up the Alibaba comment. I wanna bring that back in because one of the things that Amazon's doing that Alibaba is kinda copying, I won't say copying, but emulating, is this notion of craftsmanship. If you look at the past 10 years the programmer culture, the Y Combinator, the Agile, lean, start-up kind of mindset, you look at a loss in craft in software development. Software development used to be a craft. You build software. We had to keep alumni benched from Apple, I talked about, you build a shrink-wrapped product, you ship it, you QA it, you ship it, but you don't know it's going to run. But in the Agile, you're shipping, you're shipping, and shipping, it kind of takes the craft and the artisan out of it. Yeah, US could be cool. But I think now you're going to start to see a swing-back, and whoever, whichever cloud can bring that artisan kind of craft, and blend the open source kind of community model, to me, will be the winning formula. Because that will change the game on these new use cases, the new user expectations, the new user experiences. >> And John, that's exactly what Werner was talking about in his keynote, is this is how we're architecting into the future, you know, everybody needs to be thinking about security. One of the critiques I saw is like, oh, well, you need to think about, you know, everything up and down the stack. It's like, you know, everybody needs to be the unicorn full-stack developer, you know, understand security, be on top of serverless, do all this, well, look, that's asking a lot as to, you know, not everybody's going to be able to do everything. Amazon might be everything is everything, but, you know, we need to be able to understand, you know, how do we take the vast majority of enterprises out there and move them along? I love, Keith Townsend and I did an interview with Chris Wolf from VMware, here at the show, and Keith said, you know, VMware used to move, you know, the speed of the CIO. Amazon's moving way faster than the CIO, you know, how do we help the enterprises move faster, and it's tough. I've talked, every customer I talk to is -- >> Well, we heard, we heard, we heard Intel saying they're moving faster than Intel. So, I mean, Intel has to get in these reference architectures, so, with FPGNAs and these new technologies, they have to accelerate and keep pace. But I think the Werner Vogels keynote here is kind of historic, and you brought this up before we came on, was that he was not going to do a lot of announcements. Although he did launch Alexa for business, and the Lambda Service is all in on that area, he kind of did a throwback to five years ago, or six years ago when he did his first keynote here, when he talked about the new architecture and reimagining it. But he took a modern version of what he was talking about then, and I think that highlights the Amazon greatness, but also their challenge. The one thing I'd be critical of Amazon is, well, two things, one is, I mentioned yesterday, Andy Jassy shouldn't be putting Gardener slides in a new guard presentation, because they're old guard. But that's one thing. What they're doing with the sales motion, it's hard. They have to convince customers and show them the new way. So what Werner painted the picture of is this is how we're thinking. This is how you should be thinking with customers. You have to reimagine what was traditional architecture, and think about it in a completely different way, which will change ultimately software methodologies, the life cycle of Agile, and hopefully bring in some, you know, value-oriented craftsmanship and artisan. >> Yeah, John, you know, this reminds me of many of the waves that we've seen throughout our careers. The customers, when they get in this ecosystem and they really start using it, they get religion. And, you know, number one advice I hear from a lot of the companies I talk to say, talking to your peers, what would you say? Say, get on it faster, and really just dive in. It's like, yeah, yeah, you start with one application. But get off the old stuff as fast as you can. Get on this, because there's, when you have access to all of these services, it just transforms your business. You can get, you know, these changes in these services, into more pieces of the organization, you know, John, we haven't brought up, you know, does IT matter? What's the role of IT in this versus the business lines and the developers? IT radically changing. Amazon looking to change that model. >> They are. I mean, there's no doubt. This show is kind of the final exclamation point on the fact that not only was it a collision course, it has absolutely happened. IT and Amazon have come together in a massive collision, and there's going to be carnage, too. There's going to be people, Lying on the side of the road. >> So, question for you. I've heard there's some people that like, this is the industry's biggest infrastructure show. And I'm an infrastructure guy by background, but I take, I don't think, this is not an infrastructure show. This is, you know, really about business. You know, absolutely, there's technology. Somebody I love, they said, you know, CES, this is now EES. This is the enterprise version of what's happening in technology. >> Well, I mean, we're going to have Teresa Carlson on. It's, you know, it's all digital, right, I mean, it's a digital culture, because their public sector business is booming. It's not just the enterprise. They nailed the start-up. They nailed the ElastiCLOUD, check. Tom Siebel pointed it out yesterday. And what they're nailing now with IT is they're becoming the lever, the catalyst for IT transformation at price points and functionality never seen before, and it's mind-boggling. Google's gotta re-organize, because they can't compete with Alexa. Alright, so things of that nature. So then you have the public sector, your government, and then global, regional, China, Europe, huge issues. So they're winning. And to me, this is a huge new thing. And why rant on the Gardener slide that Jessy puts up is, Amazon is the new guard, and they're putting up old guard metrics. So Stu, this is not an infrastructure as a service magic quadrant, so, the question we share, is what are the new guard metrics? My opinion, no one's developed it yet. So how would you define a modern metric for who's winning and who's losing? Because if you say number of customers, Oracle has a lot of customers, IBM's got a lot of customers. >> So John, Amazon's leading the vanguard in helping customers through digital transformation. I don't know how to measure that yet, but absolutely they're the ones that are doing this. It's not a product-centric. It's about the mindset and how we build things. I've really loved this week talking about, you know, how real is serverless? And like, well, really, Lambda's getting embedded everywhere. It's not about, you know, a product, and oh, hey, you're only going to pay for it by the microsecond, and it's 90% cheaper, no, no, no. It's about the triggers and the APIs and just integrating into the way I can build things faster, you know, yes, I can really get benefit out of microservices. That serverless application repository that Werner talked about, I mean, it's, we got really excited when we got for containers, like the Docker Hub, we had in virtualization, we had the same way, we could get kind of standard images out there. Serverless application repository's going to do the same thing for serverless. You know, is there a lock-in from AWS Lambda, how much is there going to be standards that come in? The CNCF next week is going to be digging into those. >> Is there a cost reduction? Or is it a cost increase? These are questions. >> Yeah. >> Alright, so final question for you. I know we've gotta move on to our full day here, but Stu, you, you know, you study it, you do the hallway conversations, you're at all the influencer events, how do you connect the dots between Andy Jassy's keynote and Werner's, where is the dots connecting? What is jumping out at you? Obviously Lambda, but what are the highlights, from your perspective, that you see just jumping out that Amazon's connecting and trying to present? >> Yeah, so, we always used to say it was like, you know, okay, is day one developer and day two enterprise? We're starting to see those lines blur. As the enterprise, we are still early in kind of the massive adoption there, but that's where it's coming together. There's, you know, lots of excitement, but, you know, as we talked about the continuum, now we had bare metal, we have instances, we have containers, we have serverless. And the enterprise is starting throughout that. I know there's a Sumo Logic report you've been quoting, and we've been-- >> And it came on yesterday. >> Absolutely. So good data there. New Relic had some good reports digging into this. So the wave, change is happening faster than ever. And, you know, Amazon is the lead horse driving this change throughout the industry. >> And don't forget Intel. Intel's just minding their business just watching all these compute requests come in. I mean, as more compute comes out, Intel just is a rising tide, and you know, they're a big boat in the harbor there. >> Absolutely. >> Alright, I'm John Furrier and Stu Miniman breaking down day three of theCUBE, day three here we've actually started on Sunday night at midnight. A lot of great action, a lot of great analysis, of course, check out our new Twitch channel, so, twitch.tv/siliconangle, twitch.tv/thecube, two new channels, or one rebooted channel, one new channel. And of course thecube.net. We're on Ustream, we're on YouTube. But check out our Twitch and join our community if you're a gamer. Back with more live coverage here, live in Las Vegas, for AWS re:Invent after the short break.
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Announcer: Live from Las Vegas, it's theCUBE. This is the mojo of Amazon Web Services. the things that I've been talking to the people who are and the team at Amazon are highly and everything happening, even Facebook and the like, To me, the top three are no doubt Amazon and then, way Hold on, you didn't mention Google. But here's the deal, you can't be a pure play anymore. I can change the way I'm doing something. But in the Agile, you're shipping, you're shipping, into the future, you know, everybody needs to be and the Lambda Service is all in on that area, into more pieces of the organization, you know, John, Lying on the side of the road. This is the enterprise version Amazon is the new guard, and just integrating into the way I can build things faster, Or is it a cost increase? that you see just jumping out in kind of the massive adoption there, And, you know, Amazon is the lead horse and you know, they're a big boat in the harbor there. live in Las Vegas, for AWS re:Invent after the short break.
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Aaron Kalb, Alation | BigData NYC 2017
>> Announcer: Live from midtown Manhattan, it's the Cube. Covering Big Data New York City 2017. Brought to you by SiliconANGLE Media and its ecosystem sponsors. >> Welcome back everyone, we are here live in New York City, in Manhattan for BigData NYC, our event we've been doing for five years in conjunction with Strata Data which is formerly Strata Hadoop, which was formerly Strata Conference, formerly Hadoop World. We've been covering the big data space going on ten years now. This is the Cube. I'm here with Aaron Kalb, whose Head of Product and co-founder at Alation. Welcome to the cube. >> Aaron Kalb: Thank you so much for having me. >> Great to have you on, so co-founder head of product, love these conversations because you're also co-founder, so it's your company, you got a lot of equity interest in that, but also head of product you get to have the 20 mile stare, on what the future looks, while inventing it today, bringing it to market. So you guys have an interesting take on the collaboration of data. Talk about what the means, what's the motivation behind that positioning, what's the core thesis around Alation? >> Totally so the thing we've observed is a lot of people working in the data space, are concerned about the data itself. How can we make it cheaper to store, faster to process. And we're really concerned with the human side of it. Data's only valuable if it's used by people, how do we help people find the data, understand the data, trust in the data, and that involves a mix of algorithmic approaches and also human collaboration, both human to human and human to computer to get that all organized. >> John Furrier: It's interesting you have a symbolics background from Stanford, worked at Apple, involved in Siri, all this kind of futuristic stuff. You can't go a day without hearing about Alexia is going to have voice-activated, you've got Siri. AI is taking a really big part of this. Obviously all of the hype right now, but what it means is the software is going to play a key role as an interface. And this symbolic systems almost brings on this neural network kind of vibe, where objects, data, plays a critical role. >> Oh, absolutely, yeah, and in the early days when we were co-founding the company, we talked about what is Siri for the enterprise? Right, I was you know very excited to work on Siri, and it's really a kind of fun gimmick, and it's really useful when you're in the car, your hands are covered in cookie dough, but if you could answer questions like what was revenue last quarter in the UK and get the right answer fast, and have that dialogue, oh do you mean fiscal quarter or calendar quarter. Do you mean UK including Ireland, or whatever it is. That would really enable better decisions and a better outcome. >> I was worried that Siri might do something here. Hey Siri, oh there it is, okay be careful, I don't want it to answer and take over my job. >> (laughs) >> Automation will take away the job, maybe Siri will be doing interviews. Okay let's take a step back. You guys are doing well as a start up, you've got some great funding, great investors. How are you guys doing on the product? Give us a quick highlight on where you guys are, obviously this is BigData NYC a lot going on, it's Manhattan, you've got financial services, big industry here. You've got the Strata Data event which is the classic Hadoop industry that's morphed into data. Which really is overlapping with cloud, IoTs application developments all kind of coming together. How do you guys fit into that world? >> Yeah, absolutely, so the idea of the data lake is kind of interesting. Psychologically it's sort of a hoarder mentality, oh everything I've ever had I want to keep in the attic, because I might need it one day. Great opportunity to evolve these new streams of data, with IoT and what not, but just cause you can get to it physically doesn't mean it's easy to find the thing you want, the needle in all that big haystack and to distinguish from among all the different assets that are available, which is the one that is actually trustworthy for your need. So we find that all these trends make the need for a catalog to kind of organize that information and get what you want all the more valuable. >> This has come up a lot, I want to get into the integration piece and how you're dealing with your partnerships, but the data lake integration has been huge, and having the catalog has come up with, has been the buzz. Foundationally if you will saying catalog is important. Why is it important to do the catalog work up front, with a lot of the data strategies? >> It's a great question, so, we see data cataloging as step zero. Before you can prep the data in a tool like Trifacta, PACSAT, or Kylo. Before you can visualize it in a tool like Tableau, or MicroStrategy. Before you can do some sort of cool prediction of what's going to happen in the future, with a data science engine, before any of that. These are all garbage in garbage out processes. The step zero is find the relevant data. Understand it so you can get it in the right format. Trust that it's good and then you can do whatever comes next >> And governance has become a key thing here, we've heard of the regulations, GDPR outside of the United States, but also that's going to have an arms length reach over into the United States impact. So these little decisions, and there's going to be an Equifax someday out there. Another one's probably going to come around the corner. How does the policy injection change the catalog equation? A lot of people are building machine learning algorithms on top of catalogs, and they're worried they might have to rewrite everything. How do you balance the trade off between good catalog design and flexibility on the algorithm side? >> Totally yes it's a complicated thing with governance and consumption right. There's people who are concerned with keeping the data safe, and there are people concerned with turning that data into real value, and these can seem to be at odds. What we find is actually a catalog as a foundation for both, and they are not as opposed as they seem. What Alation fundamentally does is we make a map of where the data is, who's using what data, when, how. And that can actually be helpful if your goal is to say let's follow in the footsteps of the best analyst and make more insights generated or if you want to say, hey this data is being used a lot, let's make sure it's being used correctly. >> And by the right people. >> And by the right people exactly >> Equifax they were fishing that pond dry months, months before it actually happened. With good tools like this they might have seen this right? Am I getting it right? >> That's exactly right, how can you observe what's going on to make sure it's compliant and that the answers are correct and that it's happening quickly and driving results. >> So in a way you're taking the collective intelligence of the user behavior and using that into understanding what to do with the data modeling? >> That's exactly right. We want to make each person in your organization as knowledgeable as all of their peers combined. >> So the benefit then for the customer would be if you see something that's developing you can double down on it. And if the users are using a lot of data, then you can provision more technology, more software. >> Absolutely, absolutely. It's sort of like when I was going to Stanford, there was a place where the grass was all dead, because people were riding their bikes diagonally across it. And then somebody smart was like, we're going to put a real gravel path there. So the infrastructure should follow the usage, instead of being something you try to enforce on people. >> It's a classic design meme that goes around. Good design is here, the more effective design is the path. >> Exactly. >> So let's get into the integration. So one of the hot topics here this year obviously besides cloud and AI, with cloud really being more the driver, the tailwind for the growth, AI being more the futuristic head room, is integration. You guys have some partnerships that you announced with integration, what are some of the key ones, and why are they important? >> Absolutely, so, there have been attempts in the past to centralize all the data in one place have one warehouse or one lake have one BI tool. And those generally fail, for different reasons, different teams pick different stacks that work for them. What we think is important is the single source of reference One hub with spokes out to all those different points. If you think about it it's like Google, it's one index of the whole web even though the web is distributed all over the place. To make that happen it's very important that we have partnerships to get data in from various sources. So we have partnerships with database vendors, with Cloudera and Hortonworks, with different BI tools. What's new are a few things. One is with Cloudera Navigator, they have great technical metadata around security and lineage over HGFS, and that's a way to bolster our catalog to go even deeper into what's happening in the files before things get surfaced and higher for places where we have a deeper offering today. >> So it's almost a connector to them in a way, you kind of share data. >> That's exactly right, we've a lot of different connectors, this is one new one that we have. Another, go ahead. >> I was going to go ahead continue. >> I was just going to say another place that is exciting is data prep tools, so Trifacta and Paxata are both places where you can find and understand an alation and then begin to manipulate in those tools. We announced with Paxata yesterday, the ability to click to profile, so if you want to actually see what's in some raw compressed avro file, you can see that in one click. >> It's interesting, Paxata has really been almost lapping, Trifacta because they were the leader in my mind, but now you've got like a Nascar race going on between the two firms, because data wrangling is a huge issue. Data prep is where everyone is stuck right now, they just want to do the data science, it's interesting. >> They are both amazing companies and I'm happy to partner with both. And actually Trifacta and Alation have a lot of joint customers we're psyched to work with as well. I think what's interesting is that data prep, and this is beginning to happen with analyst definitions of that field. It isn't just preparing the data to be used, getting it cleaned and shaped, it's also preparing the humans to use the data giving them the confidence, the tools, the knowledge to know how to manipulate it. >> And it's great progress. So the question I wanted to ask is now the other big trend here is, I mean it's kind of a subtext in this show, it's not really front and center but we've been seeing it kind of emerge as a concept, we see in the cloud world, on premise vs cloud. On premise a lot of people bring in the dev ops model in, and saying I may move to the cloud for bursting and some native applications, but at the end of the day there is a lot of work going on on premise. A lot of companies are kind of cleaning house, retooling, replatforming, whatever you want to do resetting. They are kind of getting their house in order to do on prem cloud ops, meaning a business model of cloud operations on site. A lot of people doing that, that will impact the story, it's going to impact some of the server modeling, that's a hot trend. How do you guys deal with the on premise cloud dynamic? >> Totally, so we just want to do what's right for the customer, so we deploy both on prem and in the cloud and then from wherever the Alation server is it will point to usually a mix of sources, some that are in the cloud like vetshifter S3 often with Amazon today, and also sources that are on prem. I do think I'm seeing a trend more and more toward the cloud and we have people that are migrating from HGFS to S3 is one thing we hear a lot about it. Strata with sort of dupe interest. But I think what's happening is people are realizing as each Equifax in turn happens, that this old wild west model of oh you surround your bank with people on horseback and it's physically in one place. With data it isn't like that, most people are saying I'd rather have the A+ teams at Salesforce or Amazon or Google be responsible for my security, then the people I can get over in the midwest. >> And the Paxata guys have loved the term Data Democracy, because that is really democratization, making the data free but also having the governance thing. So tell me about the Data Lake governance, because I've never loved the term Data Lake, I think it's more of a data ocean, but now you see data lake, data lake, data lake. Are they just silos of data lakes happening now? Are people trying to connect them? That's key, so that's been a key trend here. How do you handle the governance across multiple data lakes? >> That's right so the key is to have that single source of reference, so that regardless of which lake or warehouse, or little siloed Sequel server somewhere, that you can search in a single portal and find that thing no matter where it is. >> John: Can you guys do that? >> We can do that, yeah, I think the metaphor for people who haven't seen it really is Google, if you think about it, you don't even know what physical server a webpage is hosted from. >> Data lakes should just be invisible >> Exactly. >> So your interfacing with multiple data lakes, that's a value proposition for you. >> That's right so it could be on prem or in the cloud, multi-cloud. >> Can you share an example of a customer that uses that and kind of how it's laid out? >> Absolutely, so one great example of an interesting data environment is eBay. They have the biggest teradata warehouse in the world. They also have I believe two huge data lakes, they have hive on top of that, and Presto is used to sort of virtualize it across a mixture of teradata, and hive and then direct Presto query It gets very complicated, and they have, they are a very data driven organization, so they have people who are product owners who are in jobs where data isn't in their job title and they know how to look at excel and look at numbers and make choices, but they aren't real data people. Alation provides that accessibility so that they can understand it. >> We used to call the Hadoop world the car show for the data world, where for a long time it was about the engine what was doing what, and then it became, what's the car, and now how's it drive. Seeing that same evolution now where all that stuff has to get done under the hood. >> Aaron: Exactly. >> But there are still people who care about that, right. They are the mechanics, they are the plumbers, whatever you want to call them, but then the data science are the guys really driving things and now end users potentially, and even applications bots or what nots. It seems to evolve, that's where we're kind of seeing the show change a little bit, and that's kind of where you see some of the AI things. I want to get your thoughts on how you or your guys are using AI, how you see AI, if it's AI at all if it's just machine learning as a baby step into AI, we all know what AI could be, but it's really just machine learning now. How do you guys use quote AI and how has it evolved? >> It's a really insightful question and a great metaphor that I love. If you think about it, it used to be how do you build the car, and now I can drive the car even though I couldn't build it or even fix it, and soon I don't even have to drive the car, the car will just drive me, all I have to know is where I want to go. That's sortof the progression that we see as well. There's a lot of talk about deep learning, all these different approaches, and it's super interesting and exciting. But I think even more interesting than the algorithms are the applications. And so for us it's like today how do we get that turn by turn directions where we say turn left at the light if you want to get there And eventually you know maybe the computer can do it for you The thing that is also interesting is to make these algorithms work no matter how good your algorithm is it's all based on the quality of your training data. >> John: Which is a historical data. Historical data in essence the more historical data you have you need that to train the data. >> Exactly right, and we call this behavior IO how do we look at all the prior human behavior to drive better behavior in the future. And I think the key for us is we don't want to have a bunch of unpaid >> John: You can actually get that URL behavioral IO. >> We should do it before it's too late (Both laugh) >> We're live right now, go register that Patrick. >> Yeah so the goal is we don't want to have a bunch of unpaid interns trying to manually attack things, that's error prone and that's slow. I look at things like Luis von Ahn over at CMU, he does a thing where as you're writing in a CAPTCHA to get an email account you're also helping Google recognize a hard to read address or a piece of text from books. >> John: If you shoot the arrow forward, you just take this kind of forward, you almost think augmented reality is a pretext to what we might see for what you're talking about and ultimately VR are you seeing some of the use cases for virtual reality be very enterprise oriented or even end consumer. I mean Tom Brady the best quarterback of all time, he uses virtual reality to play the offense virtually before every game, he's a power user, in pharma you see them using virtual reality to do data mining without being in the lab, so lab tests. So you're seeing augmentation coming in to this turn by turn direction analogy. >> It's exactly, I think it's the other half of it. So we use AI, we use techniques to get great data from people and then we do extra work watching their behavior to learn what's right. And to figure out if there are recommendations, but then you serve those recommendations, either it's Google glasses it appears right there in your field of view. We just have to figure out how do we make sure, that in a moment of you're making a dashboard, or you're making a choice that you have that information right on hand. >> So since you're a technical geek, and a lot of folks would love to talk about this, so I'll ask you a tough question cause this is something everyone is trying to chase for the holy grail. How do you get the right piece of data at the right place at the right time, given that you have all these legacy silos, latencies and network issues as well, so you've got a data warehouse, you've got stuff in cold storage, and I've got an app and I'm doing something, there could be any points of data in the world that could be in milliseconds potentially on my phone or in my device my internet of thing wearable. How do you make that happen? Because that's the struggle, at the same time keep all the compliance and all the overhead involved, is it more compute, is it an architectural challenge how do you view that because this is the big challenge of our time. >> Yeah again I actually think it's the human challenge more than the technology challenge. It is true that there is data all over the place kind of gathering dust, but again if you think about Google, billions of web pages, I only care about the one I'm about to use. So for us it's really about being in that moment of writing a query, building a chart, how do we say in that moment, hey you're using an out of date definition of profit. Or hey the database you chose to use, the one thing you chose out of the millions that is actually is broken and stale. And we have interventions to do that with our partners and through our own first party apps that actually change how decisions get made at companies. >> So to make that happen, if I imagine it, you'd have to need access to the data, and then write software that is contextually aware to then run, compute, in context to the user interaction. >> It's exactly right, back to the turn by turn directions concept you have to know both where you're trying to go and where you are. And so for us that can be the from where I'm writing a Sequel statement after join we can suggest the table most commonly joined with that, but also overlay onto that the fact that the most commonly joined table was deprecated by a data steward data curator. So that's the moment that we can change the behavior from bad to good. >> So a chief data officer out there, we've got to wrap up, but I wanted to ask one final question, There's a chief data officer out there they might be empowered or they might be just a CFO assistant that's managing compliance, either way, someone's going to be empowered in an organization to drive data science and data value forward because there is so much proof that data science works. From military to play you're seeing examples where being data driven actually has benefits. So everyone is trying to get there. How do you explain the vision of Alation to that prospect? Because they have so much to select from, there's so much noise, there's like, we call it the tool shed out there, there's like a zillion tools out there there's like a zillion platforms, some tools are trying to turn into something else, a hammer is trying to be a lawnmower. So they've got to be careful on who the select, so what's the vision of Alation to that chief data officer, or that person in charge of analytics to scale operational analytics. >> Absolutely so we say to the CDO we have a shared vision for this place where your company is making decisions based on data, instead of based on gut, or expensive consultants months too late. And the way we get there, the reason Alation adds value is, we're sort of the last tool you have to buy, because with this lake mentality, you've got your tool shed with all the tools, you've got your library with all the books, but they're just in a pile on the floor, if you had a tool that had everything organized, so you just said hey robot, I need an hammer and this size nail and this text book on this set of information and it could just come to you, and it would be correct and it would be quick, then you could actually get value out of all the expense you've already put in this infrastructure, that's especially true on the lake. >> And also tools describe the way the works done so in that model tools can be in the tool shed no one needs to know it's in there. >> Aaron: Exactly. >> You guys can help scale that. Well congratulations and just how far along are you guys in terms of number of employees, how many customers do you have? If you can share that, I don't know if that's confidential or what not >> Absolutely, so we're small but growing very fast planning to double in the next year, and in terms of customers, we've got 85 customers including some really big names. I mentioned eBay, Pfizer, Safeway Albertsons, Tesco, Meijer. >> And what are they saying to you guys, why are they buying, why are they happy? >> They share that same vision of a more data driven enterprise, where humans are empowered to find out, understand, and trust data to make more informed choices for the business, and that's why they come and come back. >> And that's the product roadmap, ethos, for you guys that's the guiding principle? >> Yeah the ultimate goal is to empower humans with information. >> Alright Aaron thanks for coming on the Cube. Aaron Kalb, co-founder head of product for Alation here in New York City for BigData NYC and also Strata Data I'm John Furrier thanks for watching. We'll be right back with more after this short break.
SUMMARY :
Brought to you by This is the Cube. Great to have you on, so co-founder head of product, Totally so the thing we've observed is a lot Obviously all of the hype right now, and get the right answer fast, and have that dialogue, I don't want it to answer and take over my job. How are you guys doing on the product? doesn't mean it's easy to find the thing you want, and having the catalog has come up with, has been the buzz. Understand it so you can get it in the right format. and flexibility on the algorithm side? and make more insights generated or if you want to say, Am I getting it right? That's exactly right, how can you observe what's going on We want to make each person in your organization So the benefit then for the customer would be So the infrastructure should follow the usage, Good design is here, the more effective design is the path. You guys have some partnerships that you announced it's one index of the whole web So it's almost a connector to them in a way, this is one new one that we have. the ability to click to profile, going on between the two firms, It isn't just preparing the data to be used, but at the end of the day there is a lot of work for the customer, so we deploy both on prem and in the cloud because that is really democratization, making the data free That's right so the key is to have that single source really is Google, if you think about it, So your interfacing with multiple data lakes, on prem or in the cloud, multi-cloud. They have the biggest teradata warehouse in the world. the car show for the data world, where for a long time and that's kind of where you see some of the AI things. and now I can drive the car even though I couldn't build it Historical data in essence the more historical data you have to drive better behavior in the future. Yeah so the goal is and ultimately VR are you seeing some of the use cases but then you serve those recommendations, and all the overhead involved, is it more compute, the one thing you chose out of the millions So to make that happen, if I imagine it, back to the turn by turn directions concept you have to know How do you explain the vision of Alation to that prospect? And the way we get there, no one needs to know it's in there. If you can share that, I don't know if that's confidential planning to double in the next year, for the business, and that's why they come and come back. Yeah the ultimate goal is Alright Aaron thanks for coming on the Cube.
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Yanbing Li & Matt Amdur, VMware | VMworld 2017
>> Announcer: Live from Las Vegas, it's the Cube, covering VMworld 2017, brought to you by VMware and its ecosystem partners. (bright music) >> Welcome to VMworld 2017. This is the Cube. We are live in Las Vegas on day one of the event, a really exciting, high energy general session kicked things off. I'm Lisa Martin with my cohost, Stu Miniman. We're excited to be joined by two folks from VMware. We've got Cube alumni Yanbing Li, senior VP and GM of the storage and availability BU. Welcome back to the Cube. >> Good to be here. >> Lisa: And we've also got Matt Amdur, your first time on the Cube, principle VMware chief architect. >> Thanks for having me. >> We're excited to have you guys here so been waiting with baited breath, a lot of folks have, for what are VMware and AWS going to actually announce product-wise. Really exciting to see Pat Gelsinger on stage with Andy Jassy today. Talk to us about, as the world of hyper-converged infrastructure is changing, what does VMware cloud on AWS mean for, not just VMware customers, but new opportunities for VMware? >> Yeah, that's a great question Lisa. Let me get it started. You know, I think my biggest takeaway from the exciting keynote, a couple of things. One is private cloud is sexy again. You know, so we've been talking about cloud a lot, but there is so much opportunity and tremendous growth associated with private cloud, and certainly hyper-converged infrastructure being the next generation architecture shift is going to drive a lot of the modernization of our customers' private environment, so that's certainly very exciting. The other aspect of the excitement is how that same architecture and consistent operating model is extending into the cloud with our AWS relationship, and this is also why I have my colleague, Matt, here, because he's been the brain behind a lot of the things we're doing on AWS. >> Yeah, thanks so much, Yanbing, and I tell you, for years, it was like, ah, storage is sexy, storage is hot. Cloud's kind of sexy and hot, so we found a way to kind of connect storage into that. Matt, you know, a lot of people don't really understand what happened here. This isn't just, oh, you know, we're not layering, you know, VMware on top of the infrastructure as a service that they have. Last year, we kind of dug in a little bit with Cloud Foundation. Talk to us, what did it take to get this VMware cloud onto AWS, bring us inside a little bit, the sausage making if you would. >> I think Andy talked about this a little bit at the keynote this morning, where it's really been an incredible, collaborative effort between both engineering organizations, and it's taken a lot of effort from a huge number of people on both sides to really pull this off, and so you know, as we started looking at it, I think one of the challenges that we faced, and Andy mentioned this this morning was there was this really binary decision for customers. If you had vSphere workload, do you want them to bring them to the public cloud? There was nothing that was compatible. And so, we really sat down with Amazon and said, okay, how can we take advantage of the physical infrastructure and scale that Amazon built and provides today, and make it compatible with vSphere, and if you look at what we've done with VSAN on premise as an HCI solution, it's become a sort of ubiquitous storage platform, and it offers customers an operational and a management experience for how they think about managing their storage, and we can take that and uplift it into the cloud by doing the heavy lifting of how do we make VSAN run, scale, and operate on top of AWS's physical infrastructure. >> One of the things that I found was really interesting this morning was seeing the, I couldn't see it from where I was sitting, the sort of NASCAR slide of customers that were in beta. Talk to us a little about some of the pain points that you're helping with VMware cloud and AWS. What are some of those key pain points that those customers were facing that from an engineering perspective you took into the design of the solution? >> Sure, so I think if you look at it, some of the benefits that we see with public cloud infrastructure that our customers really want to take advantage of are flexibility and elasticity. One of the challenges that you have on premise today is if you need new hardware, you have to order it, it's got to ship on a truck, someone's got to rack it and hook it up, and if you're trying to operate and keep pace with your competition, and you have a need to allocate a lot of capacity to drive a project forward, that can be a huge impediment, and so what we wanted to do is make it really easy for our customers to configure, deploy, and provision our software. And so, one of the really interesting things about VMware managed cloud on AWS is that it's a managed service, so some of the things that, you know, we've talked about VCF and the things that we've done on premise to streamline physical infrastructure management is taken to the next level. Customers don't have to worry about managing the vSphere software lifecycle. VMware is now going to do that for them, and Amazon is going to manage the physical infrastructure, and that removes a lot of burdens and gives customers the opportunity to focus on their core business. >> If you think about, you know, Stu, you touched on Cloud Foundation, we were using Cloud Foundation to automate how our customer consumed the entire software-defined data center stack. And you think about moving that same goodness into, you know, the VMware cloud on database, and you know, really removing a lot of the complexity around managing your own infrastructure. And so that customer can truly focus on their value adds, through, you know, developing the next generation of applications that enable their business. It's been a great extension of what we're solving on premise to the public cloud. >> Yeah, I wonder if we can drill in a little bit deeper on this. So you know, most customers I think understand, okay, if I needed to set up a VSAN environment right, I got to get my servers, how long it takes, what skill set I had, virtualization admins have been doing this for a few years now, and congratulations, you've got the number up near 10,000 customers, which is, you know, great milestone there. Walk us through, you know, when we're saying okay, I want to spin it up. If I know, swipe a credit card and turn on a VM, is it as fast? And what is that base configuration, what kind of scale can it go to? >> Sure, so to start with, what was announced today for initial availability, you can come to the VMware portal, so if you come to our portal, you give us your credit card, obviously, and then you can provision between four and 16 nodes. So you pick how many nodes you want. And you give us a little bit of networking-related information so we can understand how to lay out IP address ranges so we're not going to conflict with what you have on premise. And then you click provision, and in a few hours you'll have a fully stood up SDDC. And so that's going to include a vCenter instance that we've installed, all of the ESXOs we've provisioned from Amazon, we install ESX, we configure VSAN for you. And it's basically like getting a brand new vSphere deployment, and you can start provisioning your VM workload as soon as it's ready. And then once it's there, if you want to grow your cluster, you can dynamically add hosts, on the order of about 10 minutes. And if you want to remove capacity, you can remove hosts as well. So it gives you that elasticity and flexibility from the public cloud. >> Awesome, so we're early with some of the early customers. I'm curious, do you have any compare contrast as to what they like about, you know, doing it the Amazon, you know, VMware cloud on Amazon versus my own data center? Of course there's things I could say, okay, I could spin it up faster, but I could turn it off and then not have to pay for it. What, are we at the point we understand some of those use cases to tell why they might do one versus the other? >> Yeah, I think lots of the customers interested in this new model are really liking that common operating experience. It has some of the flex of customers you've heard about this morning, you know, Medtronic for example. They are a VMware Cloud Foundation customer. They are running entire, you know, SDDC through VMware Cloud Foundation, but because they really enjoy that experience and that simplicity that brings, now they're extending that into the cloud. So they're also one of the earlier customers for VMware cloud on AWS. So having that common operational experience is a big value prop to our customers. >> And I think we really see customers wanting both, right? The customers, you mentioned before, the private cloud is sexy again. The customers who have a lot of workloads, that makes sense to run in a private cloud. But they also want the flexibility of how they can take advantage of public cloud resources. And so depending on the problem that they're trying to solve, they view this as a complement to their existing infrastructure. >> And I have to think, some of the services I have available are a little different. Things like disaster recovery, if I'm doing it in kind of that cloud operating model, a little different. I now have Amazon services I can use, and VMware announced a whole, what was it, seven new SaaS services which kind of spanned some of those environments. >> Yeah, so the SaaS services we announced, they are truly across cloud. Cause they not only limit to a vSphere power cloud, they truly are extending into this cross-cloud, multi-cloud world of, you know, heterogeneous type of cloud environments. And now, you know, you spoke about DR, and certainly for someone coming from the storage and availability background, you know, in terms of our, BU's role that we're playing in our cloud relationship, you know, certainly we are trying to provide the best storage infrastructure as part of our cloud service. But we are also looking at what are the next levels of data-related services, whether it's data mobility, application mobility, disaster recovery, or the futures of other aspects of data management. And that's what we've been focusing on. You know, we have lots of customers, you know, even thinking about what's happening with, you know, Hurricane Harvey, I still remember the Hurricane Sandy days. A lot of our site recovery manager customers told us, you know, how SRM has saved their day. We're seeing the power of a disaster recovery solution. And now with the cloud, you can totally leverage the economics and the flexibility and scalability that cloud has to offer. So those are all the directions we're working on. >> So we're coming up on the one-year anniversary of the closure of the Dell acquisition of EMC and its companies. Would love to understand, looking at this great announcement today, VMware cloud on AWS, from a differentiation perspective, what does this provide to VMware as part of Dell EMC, this big partnership with AWS? >> Yeah, so let me, you know, maybe take it back a step, not just the AWS relationship but really look more broadly, what we're doing together with Dell. And certainly, you know, starting with the storage business, we're doing amazing work around our entire portfolio of software defined storage, hyper-converged infrastructure. And the good thing is, as Stu pointed out, we're seeing tremendous growth in our core business around VSAN. You know, 10,000 customers, expanding rapidly. But we're truly firing from multiple cylinders of both consuming it as a software model as well as working with partner like Dell EMC, TurnKey appliance, such VxRail. They're seeing tremendous success. So we are extending into our partnership around data protection. This is why I'll be coming to the Cube with Matt Felon to talk about all the great things we're doing around data protection collaboration, both for on prem as well as in the VMware cloud for AWS. So lots of things happening in different parts of the business unit. So but coming back to VMware on AWS, I think we're thinking about leveraging the strength of our portfolios, say this is not just a full VMware stack, but there is some of the Dell technology IPs we're pulling in. So for example data protection, they're part of our ecosystem, being one of the very first partners, enabling data protection on top of AWS. Yeah, so Matt, anything to add? >> Yeah, I think, you know, when we look to what's made us so successful on premise, it's been that extended storage ecosystem of which Dell EMC is a huge part of. And we continue to see that value as we go to the cloud. Yanbing mentioned backup and disaster recovery as sort of the obvious starting points, but I think beyond that there's a bunch of technology that they have that's equally applicable whether or not you're running on premise or the public cloud. And the tighter we can integrate and the more we can take advantage of it, the more value we can derive for our customers. >> So VSAN 6.6 is now out. You know, any other things that we haven't talked about that you want to highlight there, and any roadmap items that you can share that are being kind of publicly discussed, you know, here at VMworld? >> So yeah, 6.6 was definitely a big hit, you know, with encryption and also lots of the cloud analytics and things we were doing has been really hitting, you know, the hard core of what our customers are looking for. So going forward with VSAN, we talked about AWS, our relationship with AWS for a long time, but the fundamental product-level innovation is happening inside VSAN as well. One of the big focus is really looking at our next generation architecture that truly enables the leverage of all the new device technology. You know, I keep saying, a software defined product is really driven by sometimes hardware innovation, and that's very true for VSAN. So at the foundational layer, we're looking at new hardware innovations and how to best leverage that. But moving up the stack, we're also looking at cloud analytics and, you know, proactive maintenance. I was just talking to one of our customers about what it takes to support, provide support in 2017. It's all these automatic intelligence, proactive, you know, you heard Pat talk about Skyline. This is a new proactive support approach we've provided, and there will be a lot of cloud analytics that's driving technology like that. >> I was going to say, on the analytics side, what are you hearing from customers with respect to what they're needing on analytics as they have this big decision to make about cloud, private, public, hybrid, what are some of the analytics needs that you're starting to hear from customers that would then be incorporated into that roadmap? >> So from our view, we're looking at lots of the infrastructure-level analytics. Certainly there is also lots of the application-level analytics. But from an infrastructure point of view, you know, to Matt's earlier point, customers do not want to really worry about their, you know, the plumbing around their infrastructure. So we're gathering analytics, we're pumping them into the cloud, we're performing, you know, intelligent analysis so that we can proactively provide intelligence and support back to our customers. >> I think it really, it helps customers to understand things about how their using their storage, how they're using their data, what applications are consuming storage, who needs IOPs, who has latency constraints, all that type of data. And being able to package that up and show it to customers in real time and help them both understand what they're currently doing and future planning, we see a lot of value in. >> Matt, I'm curious, one of the challenges you have as a software product is you need to be able to live in lots of different environments. Amazon is kind of a different beast, you know, they hyper-optimize is what I said. There's kind of misconception now. They're oh, they take, you know, white box and do this. I said, no, they will build a very specific architecture and build 10,000 nodes or more. Without sharing any trade secrets, any lessons learned or anything, you know, that kind of is like, wow, this was, you know, an interesting challenge and here's what we learned when you talk cause the challenge of our time is building distributed architectures. And I'd have to think that porting over to Amazon was not a, you know, oh, yeah, I looked at the code and everything worked day one. So what can you share? >> I think goes back to sort of the really interesting and tight collaboration from the engineering aspects. And it's really been phenomenal to see the level of detail that Amazon has in terms of how they operationalize hardware and what they can tell us about the hardware that they're building for us. And so I think it really highlights some of the value that you see in the public cloud, which is, it's not just about having physical infrastructure hosted somewhere else. It's about having a company like AWS that's understood how to deploy, monitor, and operate it at scale. And that goes to everything from how they think about, you know, the clips that are holding power cables into servers to how they think about SSDs and how they roll our firmware changes. And so from an engineering standpoint, it's been a great collaboration to help us see the level of detail that they go to there, and then we're able to take that into account for how we design and build solutions. >> Yeah, we are definitely taking all that learning into, you know, how to build cloud scale solutions that truly empower, you know, cloud scale operations. And lots of the operation learning, you know, that we get from this exercise has been just tremendous. >> Yeah, well one of the bits of news I saw is that VMware's IT is now running predominantly or all on VSAN, right? What can you tell us about that? Are there still storage arrays somewhere inside the IT? >> So we're extremely excited about this, and we have a visionary CIO, Bask Iyer, I know he was a Cube guest as well. So he's been really pushing this notion of VMware running on top of VMware. So we have 119 clusters, you know, 30,000 VMs, probably close to 1,000 hosts, and seven petabytes of data running on VSAN. And so if VSAN as a product doesn't hold up, you know, I get to experience it firsthand. So it's been pretty phenomenal to see that happen. We are also deliberately running a range of different versions of VSAN. There's, you know, some that are GA versions. There are some that are cloud edition that's yet to be made GA to our customers. So this really helps us develop much more robust software. If you see what's happening here in the hands on lab, that's being powered by VSAN as well behind the scenes. >> VMware's done a great job of leveraging kind of core competencies, like VSAN for the software defined data center. As you mentioned, 10,000 customers, I think Pat said adding 100 a week, >> Yanbing: Yeah. not sure if I heard that correctly. Wow, that's phenomenal. So as, and another thing that he said that was interesting, right before we wrap up here, is we're moving from data centers to centers of data. As customers are transitioning and really kind of figuring out what flavors of cloud are ideal for them, are you seeing any industries really leading the charge with respect to, for example, VMware cloud on AWS? Are you seeing it in, you know, we saw Medtronic, but health care, financial services, any industry specificities that you're seeing that are really leading edge that need this type of infrastructure? >> I think it's happening across many different industries. So tomorrow, I'm going to be in a session called Modernizing Data Center, but there is also lots of emphasis what's happening on the edge. So I have been exposed to customers from health care, customers from, airline customers, so we're going to be probably talking about examples of airbus 380, you know, the biggest airplane that's been ever built, and they have 300,000 sensors on the plane that's generating tons of data, and those data are being processed by technology like VSAN. And just, you know, stories across different industry. And I think that data center to edge story is very powerful. And this is also why the next generation architecture such as HCI make it happen. Clearly we've seen tremendous adoption in the data center. Now we're seeing adoption in the cloud. And I have to say, it's not just the VMware cloud on AWS. We have about 300 cloud provider partners to VMware that's adopted and deployed VSAN to different degrees. And now we're seeing it go to the edge. We have some amazing announcement this morning around HCI accelerator kit that is really providing a much more affordable solution to enable really edge use case. >> Fantastic, well tremendous momentum, great growth, we wish you guys the best of luck. Congratulations on everything announced today. And we hope you have a great rest of the show. Yanbing Li, Matt Amdur, thanks so much for joining us on the Cube. >> Thank you very much for having us. >> Thank you for having us. >> Woman: Absolutely. And we want to thank you for watching. I'm Lisa Martin with Stu Miniman, live from day one at VMworld 2017. Stick around, we'll be right back. (bright music)
SUMMARY :
brought to you by VMware and its ecosystem partners. We are live in Las Vegas on day one of the event, on the Cube, principle VMware chief architect. We're excited to have you guys here so a lot of the things we're doing on AWS. the sausage making if you would. to really pull this off, and so you know, One of the things that I found was One of the challenges that you have on premise today is and you know, really removing a lot of the complexity So you know, most customers I think understand, and then you can provision between four and 16 nodes. as to what they like about, you know, They are running entire, you know, SDDC And so depending on the problem And I have to think, some of the services And now, you know, you spoke about DR, of the closure of the Dell acquisition of EMC And certainly, you know, starting with the storage business, and the more we can take advantage of it, and any roadmap items that you can share you know, the hard core of what our customers into the cloud, we're performing, you know, And being able to package that up and show it Amazon is kind of a different beast, you know, some of the value that you see in the public cloud, And lots of the operation learning, you know, So we have 119 clusters, you know, As you mentioned, 10,000 customers, are you seeing any industries really leading of airbus 380, you know, the biggest airplane And we hope you have a great rest of the show. And we want to thank you for watching.
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Kick off - AWS Summit SF 2017 - #AWSSummit - #theCUBE
>> Announcer: Live from San Francisco, it's the Cube, covering AWS Summit 2017. Brought to you by Amazon Web Services. >> Hi, welcome to the Cube. We are live in San Francisco, at the Amazon Web Services Summit, 2017 AWS Summit. I'm Lisa Martin, with my co-host Jeff Frick. We've got George Gilbert here, as well. Packed house here. We all just came from the keynote, where there were some fantastic announcements. Lot of passion, Dr. Werner Vogels, the CTO and VP at AWS did a fantastic keynote, and some of the themes that I heard, guys, were really customers, customers, customers. We know how obsessed AWS is with customers. A lot of great announcements, all really substantiated by phenomenal customers from enterprise, startups, public sector. We've obviously seen how quickly they've been innovating. They've done a fantastic job turning this first mover status into sustained market leadership. What are some of the things, Jeff, that really kind of caught your eye in the CTO's keynote this morning? >> Lisa, the thing that I was actually taken back to Tuesday night with James Hamilton at AWS re:Invent, which if you are not going to re:Invent, you should register just for that. And really, the idea is that scale just trumps everything. And because Amazon has so many customers in so many areas, they can apply such scale to all their infrastructure, across such a broad array of services. I mean, all the slides that Werner kept popping up had so many little squares, 'cause they have so many services, so if you need fast I/O, you need fast compute, you want facial recognition, you want machine learning, they have a set of services for you. So a lot of people talk about the application-centric view of the world, but Amazon is actually delivering that to people, and they had Nextdoor app as kind of their showcase customer where they focus on the application, because Amazon does the rest, and now I thought it was interesting now they're moving into the development sphere. So now you can do your native development in AWS. Again, use that set of services that most apply to the applications you're building, and focus on your application and your customer. I mean, how do you compete with the scale? And who wants to compete in infrastructure scale if you're a company that's building a web-centric or native application? The other thought I think was interesting, at the beginning, he had his NASCAR slides, his logo slides, went through the startups, great, went through the enterprises, great, went through public sector, great, went through ISVs, great, went through system integrators, great. I mean, the ecosystem is phenomenal. So again, James Hamilton, I just love his talks, but the amount of resources he can apply to his business problems, compared to any individual company, it's just, you can't even compare. What'd you think, George? >> I look at the capabilities, the top three vendors are providing. You know, Amazon, Azure, and Google. And they each bring some different strengths to bear. Google is still building out for commercial access to services that they built internally for their own use. So you have what's a spectacular relational database that's globally distributed, called Spanner, but it's not actually something that commercial customers are used to. That's was built really for Google internal gurus. Now, it's in many ways better than anything that commercial developers have access to, but it's a bit of a migration hurdle in terms of learning. So, now, Amazon took, they took their internal infrastructure, but they built it so much differently. It wasn't meant to sort of stretch the capabilities of their internal developers and external developers. But they've been getting richer over time. Let's just use an example of a product that got significantly enhanced today. Redshift, which with, they called it Spectrum. Redshift used to be a traditional MPP data warehouse, and its data was tied into the same servers, or nodes, as the compute analytic functions. And so it was not that elastic, it was almost like a on PRIM product ported to the cloud, but they've been improving it, and today, there was a huge step forward where they put the storage on S3, which is completely separate from the sequel, Compute. And so now they go from what was essentially data warehouse that can max out at two petabytes to something that can go to the exabyte range. And because the data's on a cheap S3 storage, you can spend the compute down, and then you're just essentially paying for archive. So that's something that now looks more like Snowflake which was the best in class cloud data warehouse up until this point. Now there, I'm sure, are many other differences. But Amazon has that iteration to taking more and more advantage of taking what were conventional products and turning them into, you know, cloud ready services. >> You mention the re:Invent show last November. 32,000 attendees, sold out. >> Right, right. >> Lisa: And then 50,000 watching the livestream of the keynote. Andy Jassy was on the Cube talking with John and one of the things that I found interesting about that and also, some recent press that Andy has done is talking about how, which they're normally very customer focused, and the theme today was customer obsession, which I think we saw with all those logos up there. But they talk about, they don't really talk about competition. What, one of the things that I found interesting was that Andy has talked recently about them being six to seven years ahead of their competition. We see them continue to innovate. Add capabilities, add technology integrations. Jeff, you mentioned the ecosystem partners growing. We've had a number of them on the show today. They're so far ahead of competitors. And kind of going off what you said about Google, George. Amazon is now starting to productize some of the technologies like Amazon Connect that was announced last month, a virtual call center, that they use in-house, which is something we hadn't seen from a Google yet. >> That's a great point. And that was actually one of the differences, that I didn't get to sort of talking database. But both companies or all, Amazon, Azure, Google, IBM, all have really advanced machine learning, essentially engines and algorithms. But what makes machine learning really useful as the data is when you combine those with the data that trains those algorithms. And that's what makes essentially application ready services. Otherwise it's just tooling. And Google can leverage its data for, from search, from voice search, from video and image recognition with YouTube. So it has a bunch of machine learning services that are good for a conversational user interface and a visual user interface, but what Amazon is going... Amazon is leveraging the Alexa and Echo product to get, to train their natural language understanding and speech to text, text to speech. So that was added to today. But the thing that they're doing that's really interesting that Google and Microsoft can't yet is they're taking the machine learning capabilities that they use for fashion merchandising, price optimization, fulfillment, and they're going to be taking those and putting them out on AWS for developers to use just the way they their compute and basic software middleware and put them out for other companies to use. So in other words, they're going to take some of their core, most core mission critical, machine learning capabilities and open them up for others. But the key thing is they're trained on Amazon data so that they're immediately useful by corporate developers, not data scientists. And that's something in those areas where Amazon's unique. Every cloud vendor will have their, you know, areas of data where they can make it accessible to corporate developers. But Amazon has a unique set. >> And the other thing we talk often about, founder-led companies. And I think the culture thing, it just can't be overstated. Recently, Jeff Bezos says day one, you know, kind of internal memo is making the rounds again on social media. So I took a minute to reread it and you know, we talk often on the key of are we in the first inning, are we in the second inning or the third inning of whatever trend we happen to be covering, and I think his attitude that it's always day one is pretty significant. And you can't bet against the guy. That's why I love to say never bet against Bezos, 'cause he's got a vision, he's got to execute it. And the team that he's put in place with Andy, you know, it's just a quiet execution. Like you said, they don't really look at the competition. That's not who they're competing against. Werner said it today. They're competing against time. And their customers are competing against time. And I thought the examples again, from the keynote of next door about the time compression for all the various processes in their company were giant, which allow again, better application development. It allows their customers to better serve their customers. And I don't think that can be really overstated. And you don't get that as much in Google, where you know, Google Cloud is a different thing and they brought in new leadership. Obviously Satya has done a hell of a job turning Microsoft around from what it was before. But you know, you just see this quiet, confident execution within AWS team that I think is pretty special. >> There's one thing... Oh, sorry Lisa, let me just add on that execution point and the lead that they have over the competition. Internally, Andy Jassy tells his team there's no compression algorithm for a lead time of six years. It's not like just because Azure got started a little bit later, and they know what things are going to look like sooner because they can see the future before Amazon had to wait ten years to get there. That, you still have to go through that learning curve. And in other words what he's trying to say is their lead is, it's not, they can maintain their lead just by continuing to execute that flywheel affect that Jeff was talking about. >> Right and they continue to innovate. One of the things that I know that Jeff, you and John, George, have been following AWS since symphysis ten years ago. And they continue to innovate, they continue to add integrations. One thing that I was particularly interested in and just doing some prep for today's event is what they announced with VMware a few months ago. VMware vSphere base cloud services. Is that a... Couple things. Is that a foray to be able to bring VMware legacy customer applications into the cloud? Is that maybe a step towards saying hey, we're ready to start taking our customers to hybrid cloud? I'm curious to hear from some of our guests today what they think the next steps are. It wasn't talked about in the keynote but if you talk about competition, or rather growth, one of the areas that they've really excelled in obviously with the developer community and the start-ups, where they started is in greenfield, right. They have a great rich set of application developmentals, ideal for cloud development, ideal for greenfield. If you look at the legacy application space, you might think Microsoft, IBM, do they have an advantage there. But now what Amazon's doing in hopefully later this year with VMware is that, a bat signal. That hey, we're ready to take these customers and their legacy applications into the cloud as a competitive signal or really as a signal to hey, customers, we're ready to take you to the hybrid cloud. What are your thoughts on that? >> I guess that they started with start-ups. They were the ones who were the most demanding on the infrastructure because they were greenfield apps. And so there was, you know, they needed to go beyond the constraints of legacy systems. And in fact, Satya Nadella said of Azure, we need our Netflix, which was, you know the lighthouse customer for Amazon that was always pushing the envelope of what was possible. What's happening now though is that there was this journey that I just want to touch on that there was a pre-brief yesterday about the sort of the typical customer journey where they start with dev test workloads, then they go to new greenfield apps, then digital experience and user experience, then analytics and mobile. And what's now happening is that we're getting to the mission critical systems. And that's why like we heard a lot on database issues. 'Cause that's where, application databases are the foundation of mission critical apps. >> Speaking of that, I think, well we're really excited. We have a great guest line up today. We've got Splunk's CMO on the show. We've got a number of ecosystem partners. Datadog as well, so guys I think it's going to be a fantastic day. A lot to talk about. Really excited to hear about a lot of the innovation, the evolution that's going on and where these partners are going to be able to take their customers next. So, you're watching the Cube. Again, we're live at the Amazon Web Services Summit in San Francisco for George Gilbert and Jeff Frick, I'm Lisa Martin. Stick around, we'll be right back. (techno music)
SUMMARY :
Brought to you by Amazon Web Services. and some of the themes that I heard, guys, And really, the idea is that scale just trumps everything. And they each bring some different strengths to bear. You mention the re:Invent show last November. And kind of going off what you said about Google, George. as the data is when you combine those And the team that he's put in place with Andy, and the lead that they have over the competition. Right and they continue to innovate. And so there was, you know, they needed to go of the innovation, the evolution that's going on
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Wrap - Google Next 2017 - #GoogleNext17 - #theCUBE
>> Narrator: Live from Silicon Valley, it's theCUBE, covering Google Cloud, Next 17. >> Hey, welcome back everyone. We're here live in the Palo Alto Studios, SiliconANGLE Media, is theCUBE's new 4400 square foot studio, here in our studio, this is our sports center. I'm here with Stu Miniman, analyst at Wikibon on the team. I was at the event all day today, drove down to Palo Alto to give us the latest in-person updates, as well as, for the past two days, Stu has been at the Analyst Summit, which is Google's first analyst summit, Google Cloud. And Stu, we're going to break down day one in the books. Certainly, people starting to get onto there. After-meetups, parties, dinners, and festivities. 10,000 people came to the Google Annual Cloud Next Conference. A lot of customer conversations, not a lot of technology announcements, Stu. But we got another day tomorrow. >> John, first of all, congrats on the studio here. I mean, it's really exciting. I remember the first time I met you in Palo Alto, there was the corner in ColoSpace-- >> Cloud Air. >> A couple towards down for fries, at the (mumbles) And look at this space. Gorgeous studio. Excited to be here. Happy to do a couple videos. And I'll be in here all day tomorrow, helping to break down. >> Well, Stu, first allows us to, one, do a lot more coverage. Obviously, Google Next, you saw, was literally a blockbuster, as Diane Greene said. People were around the block, lines to get in, mass hysteria, chaos. They really couldn't scale the event, which is Google's scale, they nailed the scale software, but scaling event, no room for theCUBE. But we're pumping out videos. We did, what? 13 today. We'll do a lot more tomorrow, and get more now. So you're going to be coming in as well. But also, we had on-the-ground, cause we had phone call-ins from Akash Agarwal from SAP. We had an exclusive video with Sam Yen, who was breaking down the SAP strategic announcement with Google Cloud. And of course, we have a post going on siliconangle.com. A lot of videos up on youtube.com/siliconangle. Great commentary. And really the goal was to continue our coverage, at SiliconANGLE, theCUBE, Wikibon, in the Cloud. Obviously, we've been covering the Cloud since it's really been around. I've been covering Google since it was founded. So we have a lot history, a lot of inside baseball, certainly here in Palo Alto, where Larry Page lives in the neighborhood, friends at Google Earth. So the utmost respect for Google. But really, I mean, come on. The story, you can't put lipstick on a pig. Amazon is crushing them. And there's just no debate about that. And people trying to put that out there, wrote a post this morning, to actually try to illustrate that point. You really can't compare Google Cloud to AWS, because it's just two different animals, Stu. And my point was, "Okay, you want to compare them? "Let's compare them." And we're well briefed on the Cloud players, and you guys have the studies coming out of Wikibon. So there it is. And my post pretty much sums up the truth, which is, Google's really serious about the enterprise. Their making steps, there's some holes, there's some potential fatal flaws in how they allow customers to park their data. They have some architectural differences. But Stu, it's really a different animal. I mean, it's apples and oranges in the Cloud. I don't think it's worthy complaining, because certainly Amazon has the lead. But you have Microsoft, you have Google, you have Oracle, IBM, SAP, they're all kind of in the cluster of this, I call "NASCAR Formation", where they're all kind of jocking around, some go ahead. And it really is a race to get the table stake features done. And really, truly be serious contender for the enterprise. So you can be serious about the enterprise, and say, "Hey, I'm serious about the enterprise." But to be serious winner and leader, are two different ball games. >> And a lot to kind of break down here, John. Because first of all, some of the (mumbles) challenges, absolutely, they scaled that event really big. And kudos to them, 10,000 people, a lot of these things came together last minute. They treated the press and analysts really well. We got to sit up front. They had some good sessions. You just tweeted out, Diane Greene, in the analyst session, and in the Q&A after, absolutely nailed it. I mean, she is an icon in the industry. She's brilliant, really impressive. And she's been pulling together a great team of people that understand the enterprise. But who is Google going after, and how do they compete against so of the other guys, is really interesting to parse. Because some people were saying in the keynote, "We heard more about G Suite "than we heard about some of the Cloud features." Some of that is because they're going to do the announcements tomorrow. And you keep hearing all this G Suite stuff, and it makes me think of Microsoft, not Amazon. It makes me think of Office 365. And we've been hearing out of Amazon recently, they're trying to go after some of those business productivity applications. They're trying to go there where Microsoft is embedded. We know everybody wants to go after companies like IBM and Oracle, and their applications. Because Google has some applications, but really, their strength is been on the data. The machine the AI stuff was really interesting. Dr. Fei-Fei Li from Stanford, really good piece in the keynote there, when they hired her not that long ago. The community really perked up, and is really interesting. And everybody seems to think that this could be the secret weapon for Google. I actually asked them like, in some of the one-on-ones, "Is this the entry point? "Are most people coming for this piece, "when it's around these data challenges in the analytics, "and coming to Google." And they're like, "Well, it's part of it. "But no, we have broad play." Everything from devices through G Suite. And last year, when they did the show, it was all the Cloud. And this year, it's kind of the full enterprise suite, that they're pulling in. So there's some of that sorting out the messaging, and how do you pull all of these pieces together? As you know, when you've got a portfolio, it's like, "Oh well, I got to have a customer for G Suite." And then when the customer's up there talking about G Suite for a while, it's like, "Wait, it's--" >> Wait a minute. Is this a software? >> "What's going on?" >> Is this a sash show? Is this a workplace productivity show? Or is this a Cloud show? Again, this is what my issue is. First of all, the insight is very clear. When you start seeing G Suite, that means that they've got something else that they are either hiding or waiting to announce. But the key though, that is the head customers. That was one important thing. I pointed out in my blog post. To me, when I'm looking for it's competitive wins, and I want to parse out the G Suite, because it's easy just to lay that on, Microsoft does it with 365 of Office, Oracle does it with their stuff. And it does kind of make the numbers fuzzy a little bit. But ultimately, where's the beef on infrastructure as a service, and platform as a service? >> And John, good customers out there, Disney, Colgate, SAP as a partner, HSBC, eBay, Home Depot, which was a big announcement with Pivotal, last year, and Verizon were there. So these are companies, we all know them. Dan Greene was joking, "Disney is going to bring their magic onto our magic. "And make that work." So real enterprise use cases. They seem to have some good push-around developers. They just acquired Kaggle, which is working in some of that space. >> Apogee. >> Yeah, Apogee-- >> I think Apogee's an API company, come on. What does that relate to? It has nothing to do with the enterprise. It's an API management solution. Okay, yes. I guess it fits the stack for Cloud-Native, and for developers. I get that. But this show has to nail the enterprise, Stu. >> And John, you remember back four years ago, when we went to the re:Invent show for the first time, and it was like, they're talking to all the developers, and they haven't gotten to the enterprise. And then they over-pivoted to enterprise. And I listen to the customers that were talking and keynote today, and I said, "You know, they're talking digital transformation, "but it's not like GE and Nike getting up on stage, "being like, "'We're going to be a software company, "'and we're hiring lots--'" >> John: Moving our data center over. >> They were pulling all of over stuff, and it's like, "Oh yeah, Google's a good partner. "And we're using them--" >> But to be fair, Stu. Let's be fair, for a second. First of all, let's break down the keynotes. And then we'll get to some of the things about being fair. And I think, one, people should be fair to Diane Greene, because I think that the press and the coverage of it, looking at the media coverage, is weak. And I'll tell you why it's weak. Cause everyone has the same story as, "Oh, Google's finally serious about Cloud. "That's old news. "Diane Greene from day one says "we're serious with the Cloud." That's not the story. The story is, can they be a serious contender? That's number one. On the keynote, one, customer traction, I saw that, the slide up there. Yeah, the G Suite in there, but at least they're talking customers. Number two, the SAP news was strategic for Google. SAP now has Google Cloud platform, I mean, Google Cloud support for HANA, and also the SAP Cloud platform. And three, the Chief Data Science from AIG pointed. To me, those were the three highlights of the keynote. Each one, thematically, represents at least a positive direction for Google, big time, which is, one, customer adoption, the customer focus. Two, partnerships with SAP, and they had Disney up there. And then three, the real game changer, which is, can they change the AI machine learning, TensorFlow has a ton of traction. Intel Xeon chips now are optimized with TensorFlow. This is Google. >> TensorFlow, Kubernetes, it's really interesting. And it's interesting, John, I think if the media listened to Eric Schmidt at the end, he was talking straight to them. He's like, "Look, bullet one. "17 years ago, I told Google that "this is where we need to go. "Bullet two, 30 billion dollars "I'm investing in infrastructure. "And yes, it's real, "cause I had to sign off on all of this money. And we've been all saying for a while, "Is this another beta from Google. "Is it serious? "There's no ad revenue, what is this?" And Diane Greene, in the Q&A afterwards, somebody talked about, "Perpetual beta seems to be Google." And she's like, "Look, I want to differentiate. "We are not the consumer business. "The consumer business might kill something. "They might change something. "We're positioning, "this a Cloud that the enterprise can build on. "We will not deprecate something. "We'll support today. "We'll support the old version. "We will support you going forward." Big push for channel, go-to-market service and support, because they understand that that-- >> Yeah, but that's weak. >> For those of us that used Google for years, understand that-- >> There's no support. >> "Where do I call for Google?" Come on, no. >> Yeah, but they're very weak on that. And we broke that down with Tom Kemp earlier, from Centrify, where Google's play is very weak on the sales and marketing side. Yeah, I get the service piece. But go to Diane Greene for a second, she is an incredible, savvy enterprise executive. She knows Cloud. She moved from server to virtualization. And now she can move virtualization to Cloud. That is her playbook. And I think she's well suited to do that. And I think anyone who rushes to judgment on her keynote, given the fail of the teleprompter, I think is a little bit overstepping their bounds on that. I think it's fair to say that, she knows what she's doing. But she can only go as fast as they can go. And that is, you can't like hope that you're further along. The reality is, it takes time. Security and data are the key points. On your point you just mentioned, that's interesting. Because now the war goes on. Okay, Kubernetes, the microservices, some of the things going on in the applications side, as trends like Serverless come on, Stu, where you're looking at the containerization trend that's now gone to Kubernetes. This is the battleground. This is the ground that we've been at Dockercon, we've been at Linux, CNCF has got huge traction, the Cloud Native Compute Foundation. This is key. Now, that being said. The marketplace never panned out, Stu. And I wanted to get your analysis on this, cause you cover this. Few years ago, the world was like, "Oh, I want to be like Facebook." We've heard, "the Uber of this, and the Airbnb of that." Here's the thing. Name one company that is the Facebook of their company. It's not happening. There is no other Facebook, and there is no other Google. So run like Google, is just a good idea in principle, horizontally scalable, having all the software. But no one is like Google. No one is like Facebook, in the enterprise. So I think that Google's got to downclock their messaging. I won't say dumb down, maybe I'll just say, slow it down a little bit for the enterprise, because they care about different things. They care more about SLA than pricing. They care more about data sovereignty than the most epic architecture for data. What's your analysis? >> John, some really good points there. So there's a lot of technology, where like, "This is really cool." And Google is the biggest of it. Remember that software-defined networking we spent years talking about? Well, the first big company we heard about was Google, and they got up of stage, "We're the largest SDN deployer in the world on that." And it's like, "Great. "So if you're the enterprise, "don't deploy SDN, go to somebody else "that can deliver it for you. "If that's Google, that's great." Dockercon, the first year they had, 2014, Google got up there, talked about how they were using containers, and containers, and they spin up and spin down. Two billion containers in a week. Now, nobody else needs to spin up two billion containers a week, and do that down. But they learned from that. They build Kubernetes-- >> Well, I think that's a good leadership position. But it's leadership position to show that you got the mojo, which again, this is again, what I like about Google's strategy is, they're going to play the technology card. I think that's a good card to play. But there are some just table stakes they got to nail. One is the certifications, the security, the data. But also, the sales motions. Going into the enterprise takes time. And our advice to Diane Greene was, "Don't screw the gold Google culture. "Keep that technology leadership. "And buy somebody, "buy a company that's got a full blown sales force." >> But John, one of the critiques of Google has always been, everything they create, they create like for Google, and it's too Googley. I talked to a couple of friends, that know about AWS for a while, and when they're trying to do Google, they're like, "Boy, this is a lot tougher. "It's not as easy as what we're doing." Google says that they want to do a lot of simplicity. You touched on pricing, it's like, "Oh, we're going to make pricing "so much easier than what Amazon's doing." Amazon Reserved Instances is something that I hear a lot of negative feedback in the community on, and Google's like, "It's much simpler." But when I've talked to some people that have been using it, it's like, "Well, generally it should be cheaper, "and it should be easier. "But it's not as predictable. "And therefore, it's not speaking to what "the CFO needs to have. "I can't be getting a rebate sometime down the road. "Based on some advanced math, "I need to know what I'm going to be getting, "and how I'm going to be using it." >> And that's a good point, Stu. And this comes down to the consumability of the Cloud. I think what Amazon has done well, and this came out of many interviews today, but it was highlighted by Val Bercovici, who pointed out that, Amazon has made their service consumable by the enterprise. I think that's important. Google needs to start thinking about how enterprises want to consume Cloud, and hit those points. The other thing that Val and I teased at, was kind of some new ground, and he coined the term, or used the term, maybe he coined it, I'm not sure, empathy. Enterprise empathy. Google has developer empathy, they understand the developer community. They're rock solid on open source. Obviously, their mojo's phenomenal on technology, AI, et cetera, TensorFlow, all that stuff's great. Empathy for the enterprise, not there. And I think that's something that they're going to have to work on. And again, that's just evolution. You mentioned Amazon, our first event, developer, developer, developer. Me and Pat Gelsinger once called it the developer Cloud. Now they're truly the enterprise Cloud. It took three years for Amazon to do that. So you just can't jump to a trajectory. There's a huge amount of diseconomies of scale, Stu, to try and just be an enterprise player overnight, because, "We're Google." That's just not going to fly. And whether it's sales motions, pricing and support, security, this is hard. >> And sorting out that go-to-market, is going to take years. You see a lot of the big SIs are there. PwC, everywhere at the show. Accenture, big push at the show. We saw that a year or two ago, at the Amazon show. I talked to some friends in the channel, and they're like, "Yeah, Google's still got work to do. "They're not there." Look, Amazon has work to do on the go-to-market, and Google is still a couple-- >> I mean, Amazon's not spring chicken here. They're quietly, slowly, ramming up. But they're not in a good position with their sales force, needs to be where they want to be. Let's talk about technology now. So tomorrow we're expecting to see a bunch of stuff. And one area that I'm super excited about with Google, is if they can have their identity identified, and solidified with the mind of the enterprise, make their product consumable, change or adjust or buy a sales force, that could go out and actually sell to the enterprise, that's going to be key. But you're going to hear some cool trends that I like. And if you look at the TensorFlow, and the relationship, Intel, we're going to see Intel on stage tomorrow, coming out during one of the keynotes. And you're going to start to see the Xeon chip come out. And now you're starting to see now, the silicon piece. And this has been a data center nuisance, Stu. As we talked about with James Hamilton at Amazon, which having a hardware being optimized for software, really is the key. And what Intel's doing with Xeon, and we talked to some other people today about it, is that the Cloud is like an operating system, it's a global computer, if you want look at that. It's a mainframe, the software mainframe, as it's been called. You want a diversity of chipsets, from two cores Atom to 72 cores Xeon. And have them being used in certain cases, whether it's programmable silicon, or whether it's GPUs, having these things in use case scenarios, where the chips can accelerate the software evolution, to me is going to be the key, state of the art innovation. I think if Intel continues to get that right, companies like Google are going to crush it. Now, Amazon, they do their own. So this is going to another interesting dynamic. >> Yeah, it was actually one of the differentiating points Google's saying, is like, "Hey, you can get the Intel Skylake chip, "on Google Cloud, "probably six months before you're going to be able to "just call up your favorite OEM of choice, "and get that in there." And it's an interesting move. Because we've been covering for years, John, Google does a ton of servers. And they don't just do Intel, they've been heavily involved in the openPOWER movement, they're looking at alternatives, they're looking at low power, they're looking at from their device standpoint. They understand how to develop to all these pieces. They actually gave to the influencers, the press, the analysts, just like at Amazon, we all walked home with Echo Dot, everybody's walking home with the Google Homes. >> John: Did you get one? >> I did get one, disclaimer. Yeah, I got one. I'll be playing with it home. I figured I could have Alexa and Google talking to each other. >> Is it an evaluation unit? You have to give it back, or do you get to keep? >> No, I'm pretty sure they just let us keep that. >> John: Tainted. >> But what I'm interested to see, John, is we talk like Serverless, so I saw a ton of companies that were playing with Alexa at re:Invent, and they've been creating tons of skills. Lambda currently has the leadership out there. Google leverages Serverless in a lot of their architecture, it's what drives a lot of their analytics on the inside. Coming into the show, Google Cloud Functions is alpha. So we expect them to move that forward, but we will see with the announcements come tomorrow. But you would think if they're, try to stay that leadership though there, I actually got a statement from one of the guys that work on the Serverless, and Google believes that for functions, that whole Serverless, to really go where it needs to be, it needs to be open. Google isn't open sourcing anything this week, as far as I know. But they want to be able to move forward-- >> And they're doing great at open source. And I think one of the things, that not to rush to judgment on Google, and no one should, by the way. I mean, certainly, we put out our analysis, and we stick by that, because we know the enterprise pretty well, very well actually. So the thing that I like is that there are new use cases coming out. And we had someone who came on theCUBE here, Tarun Thakur, who's with Datos, datos.io. They're reimagining data backup and recovery in the Cloud. And when you factor in IoT, this is a paradigm shift. So I think we're going to see use cases, and this is a Google opportunity, where they can actually move the goal post a bit on the market, by enabling these no-use cases, whether it's something as, what might seem pedestrian, like backup and recovery, reimagining that is huge. That's going to take impact as the data domains of the world, and what not, that (mumbles). These new uses cases are going to evolve. And so I'm excited by that. But the key thing that came out of this, Stu, and this is where I want to get your reaction on is, Multicloud. Clearly the messaging in the industry, over the course of events that we've been covering, and highlighted today on Google Next is, Multicloud is the world we are living in. Now, you can argue that we're all in Amazon's world, but as we start developing, you're starting to see the emergence of Cloud services providers. Cloud services providers are going to have some tiering, certainly the big ones, and then you're going to have secondary partner like service providers. And Google putting G Suite in the mix, and Office 365 from Microsoft, and Oracle put in their apps in their Clouds stuff, highlights that the SaaS market is going to be very relevant. If that's the case, then why aren't we putting Salesforce in there, Adobe? They all got Clouds too. So if you believe that there's going to be specialism around Clouds, that opens up the notion that there'll be a series of Multicloud architectures. So, Stu-- >> Stu: Yeah so, I mean, John, first of all-- >> BS? Real? I mean what's going on? >> Cloud is this big broad term. From Wikibon's research standpoint, SaaS, today, is two-thirds of the public Cloud market. We spend a lot of time talking-- >> In revenue? >> In revenue. Revenue standpoint. So, absolutely, Salesforce, Oracle, Infor, Microsoft, all up there, big dollars. If we look at the much smaller part of the world, that infrastructures a service, that's where we're spending a lot of time-- >> And platforms a service, which Gartner kind of bundles in, that's how Gartner looks at it. >> It's interesting. This year, we're saying PaaS as a category goes away. It's either SaaS plus, I'm sorry, it's SaaS minus, or infrastructure plus. So look at what Salesforce did with Heroku. Look at what company service now are doing. Yes, there are solutions-- >> Why is PaaS going away? What's the thesis? What's the premise of that for Wikibon research? >> If we look at what PaaS, the idea was it tied to languages, things like portability. There are other tools and solutions that are going to be able to help there. Look at, Docker came out of a PaaS company, DockCloud. There's a really good article from one of the Docker guys talking about the history of this, and you and I are going to be at Dockercon. John, from what I hear, we're going to spending a lot of time talking about Kubernetes, at Dockercon. OpenStack Summit is going to be talking a lot about-- >> By the way, Kubernetes originated at Google. Another cool thing from Google. >> All right, so the PaaS as a market, even if you talk to the Cloud Foundry people, the OpenShift people. The term we got, had a year ago was PaaS is Passe, the nice piffy line. So it really feeds into, because, just some of these categorizations are what we, as industry watchers have a put in there, when you talk to Google, it's like, "Well, why are they talking about G Suite, "and Google Cloud, and even some of their pieces?" They're like, "Well, this is our bundle "that we put together." When you talk to Microsoft, and talk about Cloud, it's like, "Oh, well." They're including Skype in that. They're including Office 365. I'm like, "Well, that's our productivity. "That's a part of our overall solutions." Amazon, even when you talk to Amazon, it's not like that there are two separate companies. There's not AWS and Amazon, it's one company-- >> Are we living in a world of alternative facts, Stu? I mean, Larry Ellison coined the term "Fake Cloud", talking about Salesforce. I'm not going to say Google's a fake Cloud, cause certainly it's not. But when you start blending in these numbers, it's kind of shifting the narrative to having alternative facts, certainly skewing the revenue numbers. To your point, if PaaS goes away because the SaaS minuses that lower down the stack. Cause if you have microservices and orchestration, it kind of thins that out. So one, is that the case? And then I saw your tweet with Sam Ramji, he formally ran Cloud Foundry, he's now at Google, knows his stuff, ex-Microsoft guy, very strong dude. What's he take? What's his take on this? Did you get a chance to chat with Sam at all? >> Yeah, I mean, it was interesting, because Sam, right, coming from Cloud Foundry said, what Cloud Foundry was one of the things they were trying to do, was to really standardize across the clouds. And of course, little bias that he works at Google now. But he's like, "We couldn't do that with Google, "cause Google had really cool features. And of course, when you put an abstraction layer on, can I actually do all the stuff? And he's like, "We couldn't do that." Sure, if you talked to Amazon, they'll be like, "Come on. "Thousand features we announced last year, "look at all the things we have. "It's not like you can just take all of our pieces, "and use it there." Yes, at the VM, or container, or application microservices layer, we can sit on a lot of different Clouds, public or private. But as we said today, the Cloud is not a utility. John, you've been in this discussion for years. So we've talked about, "Oh, I'm just going "to have a Cloud broker, "and go out in a service." It's like, this is not, I'm not buying from Domino's and Pizza Hut, and it's pepperoni pizza's a pepperoni pizza. >> Well, Multicloud, and moving workloads across Clouds, is a different challenge. Certainly, I might have to some stuff here, maybe put some data and edge my bets on leveraging other services. But this brings up the total cost of ownership problem. If you look at the trajectory, say OpenStack, just as a random example. OpenStack, at one point, had a great promise. Now it's kind of niched down into infrastructural service. I know you're going to be covering that summit in Boston. And it's going to be interesting to see how that is. But the word in the community is, that OpenStack is struggling because of the employment challenges involved with it. So to me, Google has an opportunity to avoid that OpenStack kind of concept. Because, talking about Sam Ramji, open source is the wildcard in all of this. So if you look at a open source, and you believe that that PaaS layer's thinning down, to infrastructure and SaaS, then you got to look at the open source community, and that's going to be a key area, that we're certainly watching, and we've identified, and we've mentioned it before. But here's my point. If you look at the total cost of ownership. If I'm a customer, Stu, I'm like, "Okay, if I'm just going to move to the Cloud, "I need to rely and lean on my partner, "my vendor, my supplier, "Amazon, or Google, or Microsoft, whoever, "to provide really excellent manageability. "Really excellent security. "Because if I don't, I have to build it myself." So it's becoming the shark fin, the tip of the iceberg, that you don't see the hidden cost, because I would much rather have more confidence in manageability that I can control. But I don't want to have to spend resources building manageability software, if the stuff doesn't work. So there's the issue about Multicloud that I'm watching. Your thoughts? Or is that too nuance? >> No, no. First of all, one of the things is that if I look at what I was doing on premises, before versus public Cloud, yes, there are some hidden costs, but in general I think we understand them a little bit better in public Cloud. And public Cloud gives us a chance to do a do-over for this like security, which most of us understand that security is good in public Cloud. Now, security overall, lots of work to do, challenges, not security isn't the same across all of them. We've talked to plenty of companies that are helping to give security across Clouds. But this Multicloud discussion is still something that is sorting out. Portability is not simple, but it's where we're going. Today, most companies, if I'm not really small, have some on-prem pieces. And they're leveraging at least one Cloud. They're usually using many SaaS providers. And there's this whole giant ecosystem, John, around the Cloud management platforms. Because managing across lots of environment, is definitely a challenge. There's so many companies that are trying to solve them. And there's just dozens and dozens of these companies, attacking everything from licensing, to the data management, to everything else. So there's a lot of challenges there, especially the larger you get as a company, the more things you need to worry about. >> So Stu, just to wrap up our segment. Great day. Wanted to just get some color on the day. And highlighting some parody from the web is always great. Just got a tweet from fake Andy Jassy, which we know really isn't Andy Jassy. But Cloud Opinion was very active to the hashtag, that Twitter handle Cloud Opinion. But he had a medium post, and he said, "Eric Schmidt was boring. "Diane Greene was horrible. "Unfortunately, day one keynote were missed opportunity, "that left several gaps, "failed to portray Google's vision for Google Cloud. "They could've done the following, A, "explain the vision for the Cloud, "where do they see Google Cloud going. "Identify customer use cases that show samples "and customer adoption." They kind of did that. So discount that. My favorite line is this one, "Differentiate from other Cloud providers. "'We're Google damn it,' isn't working so well. "Neither is indirect shots as S3 downtime, "didn't work either as well as either. "Where is the customer's journey going? "And what's the most compelling thing for customers?" This phrase, "We're Google damn it," has kind of speaks to the arrogance of Google. And we've seen this before, and always say, Google doesn't have a bad arrogance. I like the Google mojo. I think the technology, they run hard. But they can sometimes, like, "Customer support, self-service." You can't really get someone on the phone. It's hard to replies from Google. >> "Check out YouTube video. "We own that too, don't you know that?" >> So this is a perception of Google. This could fly in the face, and that arrogance might blow up in the enterprise, cause the enterprises aren't that sophisticated to kind of recognize the mojo from Google. And they, "Hey, I want support. "I want SLAs. "I want security. "I want data flexibility." What's your thoughts? >> So Cloud Opinion wrote, I thought a really thoughtful piece leading up to it, that I didn't think was satire. Some of what he's putting in there, is definitely satire-- >> John: Some of it's kind of true though. >> From the keynote. So I did not get a sense in the meetings I've been in, or watching the keynote, that they were arrogant. They're growing. They're learning. They're working with the community. They're reaching out. They're doing all the things we think they need to do. They're listening really well. So, yes, I think the keynote was a missed opportunity overall. >> John: But we've got to give, point out that was a teleprompter fail. >> That was a piece of it. But even, we felt with a little bit of polish, some of the interactions would've been a little bit smoother. I thought Eric Schmidt's piece was really good at end. As I said before, the AI discussion was enlightening, and really solid. So I don't give it a glowing rating, but I'm not ready to trash it. And tomorrow is when they're going to have the announcements. And overall, there's good buzz going at the show. There's lots going on. >> Give 'em a letter. Letter grade. >> For the keynote? Or the show in general? >> So far, your experience as an analyst, cause you had the, again, to give them credit, I agree with you. First analyst conference. They are listening. And the slideshow, you see what they're doing. They're being humble. They didn't take any real direct shots at its competitors. They were really humble. >> And that is something that I think they could've helped to focus one something that differentiated a little bit. Something we had to pry out of them in some of the one-on-ones, is like, "Come on, what are you doing?" And they're like, "We're winning 50, 60% of our competitive deals." And I'm like, "Explain to us why. "Because we're not hearing it. "You're not articulating it as well." It's not like we expect them, it's like, "Oh wait, they told us we're arrogant. "Maybe we should be super humble now." It's kind of-- >> I don't think they're thinking that way. I think my impression of Google, knowing the companies history, and the people involved there, and Diane Greene in particular, as you know from the Vmware days. She's kind of humble, but she's not. She's tough. And she's good. And she's smart. >> And she's bringing in really good people. And by the way, John, I want to give them kudos, really supported International Women's Day, I love the, Fei-Fei got up, and she talked about her, one of her compatriots, another badass woman up there, that got like one of the big moments of the keynote there. >> John: Did they have a woman in tech panel? >> Not at this event. Because Diane was there, Fei-Fei was there. They had some women just participating in it. I know they had some other events going on throughout the show. >> I agree, and I think it's awesome. I think one of the things that I like about Google, and again, I'll reiterate, is that apples and oranges relative to the other Cloud guys. But remember, just because Amazon's lead is so far ahead, that you still have this jocking of position between the other players. And they're all taking the same pattern. Again, this is the same thing we talked about at our other analysis, is that, certainly at re:Invent, we talked about the same thing. Microsoft, Oracle, IBM, and now Google, are differentiating with their apps. And I think that's smart. I don't think that's a bad move at all. It does telegraph a little bit, that maybe they got, they could add more to show, we'll see tomorrow. But I don't think that's a bad thing. Again, it does make the numbers a little messy, in terms of what's what. But I think it's totally cool for a company to differentiate on their offering. >> Yeah, definitely. And John, as you said, Google is playing their game. They're not trying to play Amazon's game. They're not, Oracle's thing was what? You kind of get a little bit of the lead, and kind of just make sure how you attack and stay ahead of what they're doing, going to the boating analogy there. But Google knows where they're going, moving themselves forward. That they've made some really good progress. The amount of people, the amount of news they have. Are they moving fast enough to really try to close a little bit on the Amazon's world, is something I want to come out of the show with. Where are customers going? >> And it's a turbulent time too. As Peter Burris, our own Peter Buriss at Wikibon, would say, is a turbulent time. And it's going to really put everyone on notice. There's a lot to cover, if you're an analyst. I mean, you have compute, network storage, services. I mean, there's a slew of stuff that's being rolled out, either in table stakes for existing enterprises, plus new stuff. I mean, I didn't hear a lot of IoT today. Did you hear much IoT? Is there IoT coming to you at the briefing? >> Come on. I'm sure there's some service coming out from Google, that'll help us be able to process all this stuff much faster. They'll just replace this with-- >> So you're in the analyst meeting. I know you're under NDA, but is there IoT coming tomorrow? >> IoT was a term that I heard this week, yes. >> So all right, that's a good confirmation. Stu cannot confirm or deny that IoT will be there tomorrow. Okay, well, that's going to end day one of coverage, here in our studio. As you know, we got a new studio. We have folks on the ground. You're going to start to see a new CUBE formula, where we have in-studio coverage, and out in the field, like our normal CUBE, our "game day", as we say. Getting all the signal, extracting it from that noise out there, for you. Again, in-studio allows us to get more content. We bring our friends in. We want to get the content. We're going to get the summaries, and share that with you. I'm John Furrier, Stu Miniman, day one coverage. We'll see you tomorrow for another full day of special coverage, sponsored by Intel, two days of coverage. I want to thank Intel for supporting our editorial mission. We love the enterprise, we love Cloud, we love big data, love Smart Cities, autonomous vehicles, and the changing landscape in tech. We'll be back tomorrow, thanks for watching.
SUMMARY :
Silicon Valley, it's theCUBE, analyst at Wikibon on the team. I remember the first time for fries, at the (mumbles) And really the goal was and in the Q&A after, Is this a software? And it does kind of make the "Disney is going to bring I guess it fits the And I listen to the and it's like, "Oh yeah, and also the SAP Cloud platform. And Diane Greene, in the Q&A afterwards, "Where do I call for Google?" Name one company that is the And Google is the biggest of it. But also, the sales motions. one of the critiques of and he coined the term, do on the go-to-market, is that the Cloud is in the openPOWER movement, talking to each other. they just let us keep that. from one of the guys And Google putting G Suite in the mix, of the public Cloud market. smaller part of the world, And platforms a service, So look at what Salesforce the idea was it tied to languages, By the way, Kubernetes All right, so the PaaS as a market, it's kind of shifting the narrative to "look at all the things we have. So it's becoming the shark fin, First of all, one of the things is that I like the Google mojo. "We own that too, don't you know that?" This could fly in the face, that I didn't think was satire. They're doing all the things point out that was a teleprompter fail. the AI discussion was enlightening, Give 'em a letter. And the slideshow, you And I'm like, "Explain to us why. and the people involved there, And by the way, John, I know they had some other events going on Again, it does make the You kind of get a little bit of the lead, And it's going to really to process all this stuff I know you're under NDA, I heard this week, yes. and out in the field,
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Val Bercovici, CNCF - Google Next 2017 - #GoogleNext17 - #theCUBE
>> Announcer: Live, from Silicon Valley, it's the Cube. Covering Google Cloud Next 17. (ambient music) >> Okay, welcome back everyone. We are here live in Palo Alto for a special two days of coverage of Google Next 2017 events in San Francisco. Sold out, 10,000 plus people. Yeah, really, an amazing turn of events. Amazon Web Services Reinvent had 36,000, Google's nipping at their heels, although different, we're going to break down the differences with Google versus Amazon because they're really two different things and again, this is Cube coverage here in Palo Alto studio, getting reaction. Sponsored by Intel, thanks, Intel, for allowing us to continue the wall-to-wall coverage of the key events in the tech industry. Our next guest is Val Bercovici who's the boardmember of the Cloud Native Compute Foundation, boardmember. >> That's right. >> Welcome back, you were here last week from Mobile World Congress, great to see you. Silicon contributor, what your reaction to the Google keynote, Google news? Not a lot of news, we saw the SAP, that was the biggest news and the rest were showcasing customers, most of the customers were G Suite customers. >> Yeah, exactly. So, I would say my first reaction is bit of a rough keynote, you know, there's definitely not as quit as much polish as Microsoft had in their heyday and of course, Amazon nowadays in the Cloud era. But what's interesting to me is there's the whole battle around empathy right now. So, the next gen developers and the Clouderati talk about user empathy and that means understanding the workflow of the user and getting the user to consume more of your stuff, you know, Snapchat gets user empathy for the millennial generation but anybody else. Facebook as well. So, you see Google, we emphasize, even the Google Twitter account, it emphasizes developer productivity and they have pretty strong developer empathy. But what AWS has, Amazon with AWS is enterprise empathy, right, they really understand how to package themselves and make themselves more consumable right now for a lot of mainstream enterprises, they've been doing this for three, four years at their Reinvent events now. Whereas Google is just catching up. They've got great developer empathy but they're just catching up on enterprise empathy. Those are the main differences I see. >> Yeah, I think that's an important point, Val, great, great point, I think Amazon certainly has, and I wrote this in my blog post this morning, getting a lot of reaction from that, actually, and some things I want to drill down on the network and security side. Some Google folks DMing me we're going to do that. But really, Amazon's lead is way out front on this. But the rest, you know, call 'em IBM, not in any particular, IBM, Oracle, Google, SAP, others, put Salesforces, we're talking Sass and Adobe, they're all in this kind of pack. It's like a NASCAR, you know, pack and you don't know who's going to slimshot around and get out there. But they all have their own unique use cases, they're using their own products to differentiate. We're hearing Google and again, this is a red flag for me because it kind of smells like they're hiding the ball. G Suite, I get the workplace productivity is a Cloud app, but that's not pure Cloud conversations, if you look at the Gartner, Gartner's recent, last report which I had a chance to get a peek at, there's no mention of Sassifications, Google G Suite's not in there, so the way Cloud is strictly defined doesn't even include Sass. >> Yeah. >> If you're going to include Sass, then you got to include Salesforce in that conversation or Adobe or others. >> Exactly. >> So, this is kind of an optical illusion in my mind. And I think that's something that points to Google's lack of traction on customers in the enterprise. >> This is where behind the scenes, Kubernetes, is so important and why I'm involved with the the CNCF. If anything, the first wave of Clouded option particularly by enterprise was centered around the VM model. And you know, infrastructure's a service based on VMs, Amazon, AWS is the king of that. What we're seeing right now is developers in particular that are developing the next generation of apps, most of them are already on our phones and our tablets and our houses and stuff, which is, you know, all these Echo-style devices. That is a container-based architecture that these next gen applications are based on. And so, Kubernetes, in my mind, is really nothing more than Google's attempt to create as much of a container-based ecosystem at scale so that the natural home for container-based apps will be GCP as opposed to AWS. That's the real long term play in why Google's investing so heavily in Kubernetes. >> Is that counterintuitive? Is that a good thing? I mean, it sounds like they're trying to change the goalpost, if you will, to change the game because we had Joe Arnold on, the founder of Swiftstack and you know, ultimately, you know, Clouds are Clouds and inter-Clouding and multi-Cloud is important. Does Kubernete actually help the industry? Or is that more Google specific in your mind? >> I think it will help the industry but the industry itself is moving so rapidly, we're seeing server-less right now and functions of service, and so, I think the landscape is shifting away from what we would think of as either VM or container-based infrastructure service towards having the right abstractions. What I'm seeing is that, really, even the most innovative enterprises today don't really care about their per minute or per hour cost for a cycle of computer, a byte of, you know, network transferred or stored. They care about big table, big quarry, the natural language processing, visual search, and a whole category of these AI based applications that they want to base their own new revenue-generating products and services based on. So, it's abstraction now as a new battlefield. AWS brings that cult of modularity to it, they're delivering a lot of cool services that are very high level Lambda centered based on really cool modularity, whereas Google's doing it, which is very, very elegant abstraction. It's at the developer level, at the technical level, that's what the landscape is at right now. >> Are you happy with Google's approach because I think Google actually doesn't want to be compared to AWS in a way. I mean, from what I can see from the keynote... >> Only by revenue. (laughs) >> Well, certainly, they're going to win that by throwing G Suite on it but, I mean, this is, again, a philosophy game, right? I mean, Andy Jassy is very customer focused, but they don't have their own Sass app, except for Amazon which they don't count on the Cloud. So, their success is all about customers, building on Amazon. Google actually has its own customer and they actually include that in, as does Microsoft with Office 365. >> Yeah, that's the irony, is if we go back to enterprise empathy I think it's Microsoft has that legacy of understanding the enterprise better than all the others. And they're beginning to leverage that, we're definitely seeing, as you're sliding comfortably to a number two position behind AWS, but it really does come back to, you know, are you going to lead with a propeller head lead in technology which Google clearly has, they've got some of the most superior technology, we were rattling off some the speeds and feeds that one of their product managers shared with you this morning. They've had amazing technology, that's unquestioned. But they do have also is this reputation of almost flying in rarefied air when it comes to enterprises. >> What do you mean by that? >> What I mean by that is that most enterprise IT organizations, even the progressive ones, have a hard time relating to Google technology. It's too far out there, it's too advanced, in some cases, they just can't understand it. They've never been trained in college courses on it or even post-grad courses on it. MBA is older than three years old, don't even reference the Cloud. So, there's a lot of training, a lot of knowledge that has to be, you know, conducted on the enterprise side. AWS is packaged, that technology there is the modularity in such a way that's more consumable. Not perfect, but more consumable than any other Cloud render and that's why, with an early head start, they've got the biggest enterprise traction today. >> Yeah, I mean, and I'm really bullish on Google, I love the company, I've been following them since '98, a lot of friends here at Palo Alto, a lot of Googlers living in my neighborhood, they're all around us. Larry Page, seen him around town. Great, great company and very, always been kind of like an academic, speed of academic. Very strong, technically, and that is, clearly, they're playing that card, "We have the technology." So, I would just say that, to counter that argument would be if Google, I'm Google, I'm on the team, the guy in green and you know, lookit, what I want to do is, we want to be the intel for the Cloud. So, the hard and top is we don't really care if people are trained, should be so easy to use, training doesn't matter. So, I mean, that's really more of an arrogant approach, but I don't think Google's being arrogant in the Cloud. I think that ship has sailed, I think Google has kind of been humbled in the sense, in recognizing that the enterprise is hard, they're checking the boxes. They have a partner program. >> Yeah, you're right, I mean, if you take a look at their customers today, you've got Spotify, and Snap, and Evernote, and you know, Pokemon Go and Niantic, all of the leading edge technology companies that have gone mainstream that are, you know, startup oriented Snap, of course. They're on Google Cloud. But that's not enough, you know, the enterprise, I did a seminar just last week promoting Container World with Jim Forge from ADP. The enterprise is not homogeneous, the enterprise is complicated. The L word legacy is all over, what they have to budget and plan for. So, the enterprise is just a lot more complicated than Google will acknowledge right now. And I believe if they were to humanize some of their advanced technology and package it and price it in such a way that AWS, you know, where they're seeing success, they'll accelerate their inevitable sort of leap to being one of those top three contenders. >> So, I'm just reading some of my, I'm putting together because for the Google folks, I'm going to interview them, just prepping for this, but just networking alone, isolating Cloud resources. That's hard, right? So, you know, virtual network in the Cloud, Google's got the virtual network. You get multiple IP addresses, for instance, ability to move network interfaces and IPs between instances, and AS networking support. Network traffic logging, virtual network peering, manage NAT gateways, subnet level filtering, IP V stick support, use any CIDR including RC 1918. Multiple network interface instances, I mean, this is complicated! (laughs) It's not easy so, you know, I think the strategy's going to be interesting to see how, does Google go into the point to point solution set, or they just say, "This is what we got, take it or leave it," and try to change the game? >> That's where they've been up until now and I don't think it's working because they have very formidable competitors that are not standing still. So, I think they're going to have to keep upping their game, again, not in terms of better technology but in terms of better packaging, better accessibility to their technology. Better trust, if you will, overseas. Cloud is a global game, it's not US only. And trust is so critical, there's a lot of skepticism in Europe today with the latest Wikileaks announcements, or Asia Today around. Any American based Cloud provider truly being able to isolate and protect my citizen's data, you know, within my borders. >> I think Google Cloud has one fatal flaw that I, looking at all the data, is that and the analysis that we've been looking at with Bookie Bontine and our research is that there's one thing that jumps out at me. I mean, the rest are all, I look at as, you know, Google's got such great technologies, they can move up fast, they can scale up to code. But the one thing that's interesting is their architecture, the way they handle their architecture is they can't let customers dictate data where data's stored. That is a huge issue for them. And if, to your point, if a user in Germany is using an app and it's got to stay in Germany. >> This is back to the empathy disconnect, right? As an abstraction layer for a developer, what I want is exactly what Google offers. I don't want to care as a developer where the bits and bytes are stored, I want this consistent, uniform API, I want to do cool stuff with the data. The operation side, particularly within legal parameters, regulatory parameters, you know, all sorts of other costs and quality assurance parameters, they really care about where that data is stored, and that's where having more enterprise empathy, and their thinking, and their offerings, and their pricing, and their packaging will leapfrog Google to where they want to be today. >> Val Bercovici, great analysis, I mean, I would totally agree just to lock that in, their developer empathy is so strong. And their operational one needs to be, they got a blind spot there where they got to work on that. And this is interesting because people who don't know Google are very strong operations, it's not like they don't have any ops chops. (Val laughs) They're absolutely in the five nines, they are awesome operations. But they've been operations for themselves. >> Exactly. >> So, that's the distinction you're getting at, right? >> Absolutely. >> Okay, so the next question I got to ask you is back to the developer empathy, 'cause I think it's a really big opportunity for Google. So, pointing out the fatal flaw in my opinions in the data locality thing. But I think the opportunity for Google to change the game, using the developer community opportunity because you mentioned the Kubernetes. There is a huge, open source, I don't want to say transformation but an evolution to the next generation, you're starting to see machine learning and AI start to tease out the leverage of not just data now. Data's become so massive now, you have data sets. That can be addressable and be treated like software programs. So, data as code becomes a new dynamic with AI. So, with AI, with open source, you're seeing a lot of activity, CNCF, the Cloud Native Compute Foundation, folks should check that out, that's an amazing group, analytics foundation. This is an awesome opportunity for Google to use Kubernetes as saying, "Hey, we will make orchestration of application workloads." >> Absolutely. >> This is something, Amazon's been great with open source, but they don't get a lot of love... >> Amazon has a blind spot on containers, let's not, you know, let's not call, you know, let's call it the speed of speed, let's not, you know, beat around the bush, they do have a blind spot around containers. It is something they strategically have to get a hold of, they've got some really interesting proprietary offerings. But it's not a natural home for a Docker workflow, it's not a natural home for a Kubernetes workflow yet. And it's something they have to work on and AI as a use case could not be more pertinent to business today because it's that quote, you know, "The future is here "but unevenly distributed." That's exactly where AI is today, the businesses that are figuring it out are really leaping ahead of their competitors. >> We're getting some great tweets, my phone's blowing up. Val, you've got great commentary. I want to bring up, so, I've been kind of over the top with the comment that I've been making. It's maybe mischaracterized but I'll say it again. There seems to be a Cold War going on inside the communities between, as Kubernetes have done, we've seen doc, or we've seen Docker Containers be so successful in this service list, server list vision, which is absolutely where Cloud Native needs to be in that notion of, you know, separating out fiscal gear and addressability, making it completely transparent, full dev ops, if you will. To who's going to own the orchestration and where does it sit on the stack? And with Kubernetes, to me, is interesting is that it tugs at some sacred cows in the container world. >> Yes. >> And it opens up the notion of multi-Cloud. I mean, assume latency can be solved at some point, but... >> It's actually core religion, what impressed me about he whole Kubernetes community, and community is its greatest strength, by the way, is the fact that they had a religion on multi-Cloud from day one. It wasn't about, "We'll add it later "'cause we know it's important," it's about portability and you know, even Docker lent that to the community. Portability is just a number one priority and now portability, at scale, across multiple Clouds, dynamically orchestrated, not through, you know, potential for human error, human interventions we saw last week. That the secret sauce there to stay. >> I think not only is, a Cold War is a negative connotation, but I think it's an opportunity to be sitting in the sun, if you will, on the beach with a pina colada because if you take the Kubernetes trend that's got developer empathy with portability, that speaks to what developers want, I want to have the ability to write code, ship it up to the network, and have it integrate in nicely and seamlessly so, you know, things can self-work and do all that. And AI can help in all those things. Connecting with operational challenges. So, what is, in your mind, that intersection? Because let's just say that Kubernetes is going to develop a nice trajectory which it has now and continues to be a nice way to galvanize a community around orchestration, portability, etc. Where does that intersect with some of the challenges and needs for operational effectiveness and efficiency? >> So, the dirtiest secret in that world is data gravity, rigtht? It's all well and fine to have workload portability across, you know, multiple instances and a cluster across multiple Clouds, so to speak. But data has weight, data has mass and gravity, and it's very hard to move particularly at scale. Kubernetes only in the last few releases with a furious pace in evolution, one four, one five, has a notion of provisioning persistent volumes, this thing they affectionately called pet sets that are not a stateful sets, I love that name. >> Cattle. >> Exactly. (laughs) So, Google is waking up and Kubernetes, I should say, in particular is waking up to the whole notion of managing data is really that last mile problem of Cloud portability and operational maturity. And planning around data gravity and overcoming where you can data gravity through meta-operational procedures is where this thing is going to really take off. >> I think that's where Google, I like Google's messaging, I like their posture on machine learning AI, I think that's key. But Amazon has been doing AI, they've got machine learning as a service, they've had Kineses for a while. In fact, Redshift and Kineses were their fastest growing services before Aurora became the big thing that they had. So, I think, you know, they're interested in the jets, with the trucks, and the snowmobile stuff. So I think certainly, Amazon's been doing that data and then rolling in as some sort of AI. >> And they've been humanizing it better, right? I can relate to some of Amazon's offering and sometimes I have it in the house. You know, so, the packaging and just the consumerability of these Amazon services today is ahead of where Google is and Google arguably has the superior technology. >> Yeah, and I think, you know, I was laying out my analysis of Google versus Amazon but I think it's not fair to try to compare them too much because Google is just making their opening moves on the chessboard. Because they had Diane Green, got to give her credit, she's really starting behind. And that's been talked about but they are serious, they're going to get there. The question is what does an enterprise need to do? So, your advice to enterprise would be what? Stick with the use cases that are either Google specific apps or Cloud Native, where do you go, how do you...? >> I would say to remember the lock-in days of the Linux vendors and even Microsoft in their heyday and definitely think multi-Cloud, you know, Cloud first is fine. But think, we need data first in a Cloud before I think a particular Cloud first. Always keep your options open, seek the highest levels of abstraction, particularly as you're innovating early on and fast failing in the Cloud. Don't go low right away, go low later on when you're operationalizing and scaled and looking to squeeze efficiencies out of a new product or service. >> Don't go low, you mean don't go low in the stack? >> Don't go low in the stack, exactly. Start very high in the stack. >> What would be an example? >> Lambda, you know, taking advantage of, if we bring in Kineses, IOT workflows, all sorts of sensor data coming in from the Edge. Don't code that for efficiency day one and switch to Kafka or something else that's more sophisticated, but keep it really high level as events triggering off, whether it's the IOTICK in the sensor inputs or whether it's S3 events, Dynamo, DB events. Write your functions that are very, very high level. >> Yeah. >> Get the workflows right. Pay a bit more money up front, pay premium for the fast... >> Well, there's also Bootstraps and the Training Channel Digimation, so, with Google, pick some things that are known out there. But you mentioned IOT and one of the things I was kind of disappointed in the keynote today, there wasn't much talk about IOT. You're not seeing IOT in the Google story. >> That may come up in tomorrow's keynote, it may come up tomorrow in a more technical context. But you're right, it's an area both Agar and AWS have a monster of a lead right now, as they've had really good SDKs out there to be able to create workflows without even being an expert in some of the devices that you know, you might own and maintain. >> Google's got some differentiation, they've got something, I'll highlight one that I like that I think is really compelling. Tensor flow. Tensor flow as got a lot of great traction and then Intel is writing chips with their Skylake product that actually runs much faster silicon... >> What was that, Nvidia? You know, it's a GPU game as much as a CPU game when it comes to machine learning. And it's just... >> What does that mean for you? I mean, that's exciting, you smile on that, I get geeked out on that because if you think about that, if you can have a relationship between the silicon and software, what does it mean from an impact standpoint? Do you think that's going to be a good accelerant for the game? >> Massive accelerant, you know, and this is where we get into sort of more rarefied air with Elon Musk's quote around the fact we'll need universal income for society. There a lot of static tasks that are automated today. There's more and more dynamic tasks now that these AI algorithms, through machine learning, can be trained to conduct in a very intelligent manner. So, more and more task based work all over the world, including in a robotic context but also call centers, stock brokerage, for example, it's been demonstrated that AI ML algorithms are superior to humans nine times out of ten in terms of recommending stocks. So, there's a lot of white collars, while it's blue collared work that just going to be augmented and then eliminated with these technologies and the fact that you have major players, economies at scales such as Intel and Nvidia and so forth accelerating that, making it affordable, fast, low power in certain edge context. That's, you know, really good for the industry. >> So, day one of two days of coverage here with Google, just thoughts real quick on what Google needs to do to really conquer the enterprise and really be credible, viable, successful, number two, or leader in the enterprise? >> I'm a big fan, you know, I've had personal experiences with fast following as opposed to leading and innovating sometimes in terms of getting market traction. I think they should unabashedly, unashamedly examine what Microsoft or what Amazon are doing right in the Cloud. Because you know, simple things like conducting a bit more of a smooth keynote, Google doesn't seem to have mastered it yet, right now in the Cloud space. And it's not rocket science, but shamelessly copying what works, shamelessly copying the packaging and the humanization that some of the advanced technologies that Amazon and Microsoft have done in particular. And then applying their technical superiority, you know, their uptime availability advantages, their faster networks, their strong consistency which is a big deal for developers across their regions. Emphasizing their strengths after they package and make their technology more consumable. As opposed to leading where the tech specs. >> And you have a lot of experience in the enterprise, table stakes out there that are pretty obvious that they need to check the boxes on, and would be what? >> A very good question, I would say, first and foremost, you really have to focus on more, you know, transparent pricing. Think something that is a whole black art in terms of optimizing your AWS usage in this industry that's formed around that. I think Google has and they enact blogs advertising a lot of advantages they have in the granularity, in the efficiency of their auto scaling up and down. But businesses don't really map that, they don't think of that first even though it can save them millions of dollars as they do move to Cloud first approaches. >> Yeah and I think Google got to shake that academic arrogance, in a way, that they've had a reputation for. Not that that's a bad thing, I'll give you an example, I love the fact that Google leads a lot of price performance on many levels in the Cloud, yet their SLAs are kind of wonky here and there. So, it's like, okay, enterprises like SLAs. You got to nail that. And then maybe keep their price a little high here, it can make more money, but... So, you were saying, is that enterprise might not get the fact that it's such a good deal. >> It's like enterprise sales 101, you talk about, you know, the operational benefits but you also talk about financial benefits and business benefits. Catching into those three contexts in terms of their technical superiority would do them a world of good as they seek more and more enterprise opportunities. >> Alright, Val Bercovici, CTO, also CTO, and also on the board of the Cloud Native Compute Foundation known as CNCF, a newly formed organization, part of the Linux Foundation. Really looking at the orchestration, looking at the containers, looking at Kubernetes, looking at a whole new world of app enablement. Val, thanks for the company, great to see you. Turning out to be guest contributor here on the Cube studio, appreciate his time. This is the Cube, two days of live coverage. Hope to have someone from Google on the security and network side coming in and calling in, we're going to try to set that up, a lot of conversations happening around that. Lot of great stuff happening at Google Next, we've got all the wall-to-wall coverage, reporters on the ground in San Francisco as well as analysts. And of course, in studio reaction here in Palo Alto. We'll be right back. (ambient music)
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Announcer: Live, from Silicon Valley, it's the Cube. in the tech industry. and the rest were showcasing customers, So, the next gen developers and the Clouderati But the rest, you know, call 'em IBM, then you got to include Salesforce in that conversation And I think that's something that points to that are developing the next generation of apps, the goalpost, if you will, to change the game It's at the developer level, at the technical level, I think Google actually doesn't want to (laughs) and they actually include that in, Yeah, that's the irony, that has to be, you know, conducted on the enterprise side. I'm on the team, the guy in green and you know, lookit, and price it in such a way that AWS, you know, because for the Google folks, I'm going to interview them, So, I think they're going to have to keep upping their game, and the analysis that we've been looking at you know, all sorts of other costs They're absolutely in the five nines, Okay, so the next question I got to ask you This is something, Amazon's been great with open source, it's that quote, you know, "The future is here in that notion of, you know, I mean, assume latency can be solved at some point, but... and community is its greatest strength, by the way, and continues to be a nice way to So, the dirtiest secret in that world where you can data gravity So, I think, you know, they're interested in the jets, and just the consumerability of these Amazon services Yeah, and I think, you know, and definitely think multi-Cloud, you know, Don't go low in the stack, exactly. Lambda, you know, taking advantage of, for the fast... Bootstraps and the Training Channel Digimation, that you know, you might own and maintain. that I think is really compelling. And it's just... and the fact that you have major players, that some of the advanced in the granularity, in the efficiency I love the fact that Google but you also talk about financial benefits CTO, also CTO, and also on the board of
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